auto-sending a copy of the web-form
Hello Zoho Team, I am always worried when filling out a form on the web because I can't have a copy for my self as memory. So I believe others might be uncofortable with a form as well. In my opinion, it would be great having the option to let the customer to receive a copy of our web-forms: - at the end of the form checking a box say "do you want to send a copy to your email box?", or - a specific field to be used in the auto-respond email to embed (or paste) the form filled out by the customer
attaching accounts with leads
I want to know how can add accounts with multiple leads in the free version. This is really really important for us.
Adding a activity (make it permanent)
How do I add an activity such as "Send Samples" so that it becomes selectable from the task menu? Right now, I have to type in "Send Samples" each time which means a simple type would mess up any reporting based on this task.... i.e.. "Send Samples" would not match the typo "Send Sampels"
Assigning a lead to an account based on location
I do real estate marketing and refer home buyers to real estate agents. The lead enters the cities they want to buy in if more than one city they put a comma inbetween each city. The agents I have as accounts do the same thing. I need a way to automatically match the lead to the agent if the city matches, how can I do this? Zoho only allows 30 rules so I am limited to a few agents when I will have about 200 agents within 6 months. How can this be done?
SO Number
Is there a way to change the SO number format in sales orders or the name of the field?
How do I add an image in the products?
Can you tell me if I can add an image in the products?
user reporting
hello is it possible to display all the activities in which a user is involved ? how ? thnx a lot bp, from France
Selling Single Item To Residential Customer
I am a snow removal service company for residential customers. We sell a flat rate snow removal package to residential customers each year. This means one sale per year, per customer. We do this on a scale that would require our CRM to have the capability of tracking hundreds of customers, and hopefully all my interactions and updates on each of them. My question is, do I need to use the "potentials" module? It appears that it is geared towards selling multiple items to one customer. Or to say it
Leads
How do I add the timezone if it is possible to the leads sheet, so that I don't have to google search timezone for a particular area code
Problem inserting records into CRM with API in Perl
Hi folks: I read through the API examples for insertRecords. I am attempting to insert a record into the Leads. I followed the examples, and yet no matter which variant I tried, I always received an error: <response><error><code>4600</code><message>Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter.</message></error></response> The code I wrote is very simple: #!/usr/bin/perl use v5.14; use strict; use warnings FATAL => 'all'; use LWP::UserAgent;
I'm not getting any response on API
I have this code private $token = '1234567890abcdefg'; public $responseType = 'xml'; public function getSearchRecordsByPDC($searchValue,$searchColumn='email') { $url = "https://crm.zoho.com/crm/private/".$this->responseType."/Leads/getSearchRecordsByPDC?newFormat=1&authtoken=".$this->token."&scope=crmapi&selectColumns=Leads(First Name,Lead Source,Phone,Mobile,Website,Lead Status,Description,Last Name,Website,Email,Lead Owner)&searchColumn=$searchColumn&searchValue=$searchValue"; $result = $this->curlRequest($url);
Sales Order - use API to create "sales order record with account id"
https://www.zoho.com/crm/help/api/insertrecords.html in "sales order" example, it doesn't have account name / account id as attribute, how can i associate sales order record with account? thank you
The email template not available in CONTACT // And the receipt request email don´t work
Hello! I have a email template in MODELS. The email template appears only in opportunities for businesses. If I send email through CONTACT the email template appears not available. why? The read request on the email does not work. Thank you
Lead Web Form - Hidden Fields causing error with Approved Leads
I have a webform (image1) where I am collecting basic contact information. I have three picklist fields that I am including on the form and hiding them trying to populate a value based on the form that's being submitted. I have "Approved" leads enabled on the form submission also. When I try to add all 3 of the hidden fields I am clicking on the fields option and setting a default value from the picklist. When I try to save the form, I get a grey over layer on the screen with a contact zoho email
Subscription is for min. 3 users
Hello, I'm trying to subscribe for Zoho CRM, but I only have the option to do so for min. of 3 users. I want to have it for only 1 user, is that possible? You never mention in your package plan that it's for 3 users minimum. Btw, I'm a subscribed user for Zoho Books since over a year now! Thank you, Omnia
Can this be used for a dog rescue non-profit to process dog adopton applications
Hi, n00b here so excuse any mis-steps please. I chair a Great Pyrenees dog rescue group in California and we are looking for a way to plug the holes in our adoption process. We want to be able to track and have available (in the cloud so to speak) to specific members of our organization, the dog adoption application information of our applicants and where they are in the process. We also want to have a file of those applications that we didn't have a dog for at the time of applying but may now. How
When using ZOHO to track subcontractor bids to multiple general contractors, how can I attach to opportunity....
...for cross referencing and tracking? I am the sub-contractor. I submit the same bid to multiple general contractors. If the GC is selected, we get the work. I would like to be able to track by JOB, and cross reference by GC. (Looking for patterns with various GCs, sales efforts, etc...) Who can help? Thanks in advance! scott
Audit log for individual records?
I'd be interested in having an audit log for individual records to be able to see the history for each particular record. For example, I'd like to be able to look at a lead and see the trail of record changes (including field updates and emails) to get an idea of the life cycle of that particular lead. This way I could get a better idea of how each salesperson progressed and how the lead developed. I have Zoho Mail enabled so I'm able to see the emails, but I'd like to see the actual day to day progress
Free Webinars on New Features - Nov 20 - 22, 2013
After last week's release, Zoho CRM experts bring to you a series of Webinars to learn more about the new features and enhancements in Zoho CRM. Register Now for the upcoming webinars on Custom Modules, Workflow Automation using Custom Functions, New form builder in Web Forms and an improved Integration with Zoho Campaigns. Registration Link: https://www.zoho.com/crm/webinars/ Webinar Schedule Custom Modules - Nov 20, 2013 Workflow Automation using Custom Functions - Nov 21, 2013 Web Forms and Integration
Text Messages from Mobile to CRM Record
Anyone have a workaround for text messages attaching themselves to a lead/contact/ in CRM automatically from their handset. I'm on android. I was thinking surely their is some app or even built in function of iOS and Android that would fwd text messages to an e-mail, where a function could then parse out the recipient number and link to a lead/contact and then store the incoming and outgoing text message with the record in CRM. Anyone have some way their able to make this seamless? Regards D
If I delete one row from a quote all rows get deleted. frustrating
If I delete one row from a quote all rows get deleted. frustrating
CRM problem with inactive account
I have been trying the different CRM options and have finally gone back to the professional option. I have created a new free trial period to get things set up but now cannot set up my Sales reps as users as it says their email address already exists. I know I have deleted all the other trials so why is it still blocking this new user set up.
Zoho With Ecommerce
I have used Zoho CRM API for leads, contacts and other modules. Now I am going to propose a solution for my client which has an Ecommerce solution attached to it. What I want to know is the possibility of integrating my orders, categories, products and invoices with Zoho for further process that if a product has leass quantity then defined lowest quantity it will send a notification email to concern people. Also if an order is placed the product quantity will be decreased in the stock.
Views
How can i change the default view. For example if i want to change the default way of Potentials.
Poor Response to Forum's Zoho CRM Topics by Staff!
Do you (paying customers) share with me this concern? Why is there is a forum for Zoho CRM if no one among the Zoho Staff is looking at the issues (we the paying customers) report? I have reported several bugs, (some security and data integrity related) but no one seems to be home!
Invalid Email address found for Email/Secondary Email.
Invalid Email address found for Email/Secondary Email. I am posting this again and my last message was changed to answered but its not resolved This seems to happen on import from excel is there something I can do?
Help with Auto processes
Hi I was wondering if any of you guys use the auto processes in great details and could answer my question. I have a process set up when a the STAGE field is set to SITE LIVE. This sends Initial Email Email Plus 7 days Email Plus 30 days Email 130 days before another field vlaue. Works fine. I presume that if the Stage filed changes from SITE LIVE at any time the process stops? Also if I add another entry, say Email plus 180 days, would that only apply to records whose process was started AFTER
Potentials autonumber
Hi, I created the new field in Potentials called autonumber. I see this number on my Potential list but I can't see this number if I edit Potentials. Of course I put it in Potential layout. What I do wrong? Regards, Paweł
Import Problems (hasn't been discussed yet)
Dear All, I am trying to import some datas from an Excel sheet. I have mapped all field like below :It look likes ti is all fine. . Than I have proceed to next page Than I import And the system tells me that it can not import because due to missing information
Accounts View?
In the Accounts View is there a way to deactive or disable the use of notes and activities. If not can the same question apply to the contact screen? I am having difficultly extracting what I need when staff is entering under Account or Contact
unable to send emails
hello, yesterday we've changed the passward for our domain email, ever since every time we try to send e-mail via zoho we're getting an error massage . we received the following masage today: how can this be resolved? Username and Password not accepted :Authentication failed This account __________has been configured in Zoho Mail for fetching mail via POP. A Mail Fetch failure error occured for this account. This could be due to Authentication Failure for this account. Hence auto-fetch for this
New Task > Remind At Functionality: Issues in IE
When setting up a new task in the Contact Information page and using IE there is some adherent behavior: 1. The "Remind At" time dropdown has 9:00 AM selected and when attempting to scroll through the list to a later time, the list returns to the selected list item of 9:00AM. This behavior was experienced in IE 10 and earlier. 2. Clicking on the "Done" button on the "Remind At" section cause the entire New Task popup to disappear. This behavior was experienced in an earlier version of IE (9?). Thanks,
Formula field produces no effect - blank value on field
Hi, I am testing formula fields and I need to set-up a lead unique code. I want to concat a static string with a substring of list field and with a string transformed auto number field. example : PE000012 Where P is a static value, E is the first letter of a list field, 000012 is an autonumbered field value. Problem : when I create a new lead my formula field left blank value on detailled view of lead here is my formula : Concat('P',Substring(${Leads.Type prospect},0,1),Tostring(${Leads.N° prospect}))
How can we remove invasive gmail integration?
No high hopes on this since Robin in my chat just tells me to uninstall Zoho/crm. How can we remove this from Gmail? We only have one organization and do not wish to change this. This should be configurable.... Zoho CRM - Affordable On-demand CRM
Accounts Contacts & Notes Reporting
I am trying to create a report that contains all the notes for a particular contact and will show which account that contact belongs to. I attempted customizing some of predefined reports but that didn't work - When selected Account Name to show in the Report, all that was shown was a "-". I have tried creating custom reports with the basis being Account, Contacts, Notes a different points, but nothing has worked. It seems that I can show all notes for a contact, all contacts for and account, but
Convert lead to potential (Automatic)
Is there a workflow that will convert a lead to a potential automatically? We have an online store. Right now, I have it so that when a user creates an account, they are send to zoho as a lead. Then, when they put in their credit card, I want to change them to a potential. But doing it by had is VERY tedious. Is there a better way to do this?
Outlook 2013 plugin
How do I get the outlook plugin to work with outlook 2013? and win 8
Can I create custom Account View ?
Is there any possibilities to create Custom Account (or another object) view ? For example you need to create a custom printable account view for a type of role user. This view typically agregates main account fields and section with some custom related list. It is possible to achieve this with Zoho CRM ? If not, it is possible to achieve this with another Zoho application (zoho creator, zoho report..)
Problems with zoho sheetview view on CRM
Hi, I am having a problem with the zoho sheetview on CRM. I have created a view in contacts on CRM and one of the columns in that view is account name, now whenever I open the view in sheetview it is showing the account name column as empty. Please can you assist. Thanks, Dominique
Invalid Email address found for Email/Secondary Email.
Can someone please help. This seems to only happen on imported leads from Excel have this happened to anyone else how do I fix it
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