INsert vs Update
Hello, I am trying to do an update record on a LEAD. It seems as THOUGH I DON't Even need to use update, just insert command on the same EMAIL address record just updates the record. Is this by design, a bug, or is Insert different then Update, when a record with the same email exists? https://crm.zoho.com/crm/private/xml/Leads/insertRecords https://crm.zoho.com/crm/private/xml/Leads/updateRecords
API execution test
I am not getting the expected response from my API script. (It is picking up some records but not others) Is there somewhere that I can test the output of a query?
lid form
the registration form which is associated with the CRM But by pushing it to the site it appears more appropriate to http://adv.nesco.co.il/1_164/#.UW6l-cr5Xz4 and should be as http://nesco.co.il/LandingPages/webinar10032013/#.UW6m88r5Xz4 help correct the SSC to form more appropriate to be displayed displayed <style type="text/css"> .main-headline { width:608px !important; } #main-headlines { margin-left: 13px; } .input { width:257px; height: 30px; margin: 17px 0px
In Quotes how do i add a discription to products?
Every time i do a new quote the discription does not stay in the field for theproduct is there a plates to manage Products?
Viewing leads
Hi, I have imported leads using the templates, but I cant see any information other than name/company / phone number.. can you assist ?
BCC Dropbox not working
BCC Dropbox feature is not working. It does not tie an e-mail to an existing lead, and it does not create a new lead when there isn't one already present. My e-mail does not return as undeliverable, it simply never shows up in Zoho.
BCC Dropbox messages taking too long or not showing up in CRM
How long should it take for a BCC-to-dropbox message to show up in CRM? I am still waiting for some test emails sent from Google Apps sent several hours ago.
mail merge html
Emails sent via mail merge will not show text above line 5 of the email, is there a bug in the mail merge feature?
Zoho CRM Bcc Problems
Hi i used quiet a lot the new Bcc Dropbox possibility with my personal Bcc Adress. Unfortunately since several days it doesn't work anymore. I do the same thing like before and nothing happens in Zoho. The mails are no longer attached in Zoho. Need help now ! thx r.
Error Code 4401 when inserting new Case
<Cases> <row no="1"> <FL val="WHOID" >000008000000000000</FL> <FL val="Case Origin">Site web</FL> <FL val="Email" >cktag@test.com</FL> <FL val="Phone" >0546477748</FL> <FL val="Description" >test</FL> <FL val="Status" >Nouveau</FL> <FL val="Subject" >test</FL> </row> </Cases> Hello when i try to insert a new Case like that i have this message : 4401 Unable to populate data, please check if mandatory value
Using same email for multiple organisations
Hi Zoho, one thing I find a little annoying is that I can't use the same email address for multiple CRM setups. I set up CRMs for my clients which means I need a separate account for each one. It would be better if I could use one login and then choose which organisation to use. Zoho Projects has this kind of functionality. Any chance of building it into Zoho CRM? cheers, Jeremy
Is there a way to see what campaigns a contact is connect to on the contact page
I would like to be able to see what campaigns a contact is connected to when I am on the contact page. Is there a place to set that up? Thanks
Zoho CRM is not syncing all of my events to Zoho Mobile.
All of my appointments (EVENTS) are saved in my zoho crm online. When I sync that with mobile, if I have a repeating appointment say every thursday at 9 am it changes the date in mobile from every thursday starting in 2013 to every thursday starting sometime in 2014. It also is leaving out individual appointments that are not recurring events just one time appointments. My sales people can not see their appointments now.
activites display
I want to see the lead name when i go onto the activities tab rather than just the task type. e.g - activity task says 'call'. Is there a way that this can be changed so i can see the lead name of who i need to contact?
Deleting and re-sync
Hi, I want to delete all contacts about 9000 in Zoho Campaigns and re sync all contacts with Zoho CRM which is the bet way to do it? Prasad
web-2-lead form validating and returning to right url but not adding new lead
Hi, We've integrated the code from the web-2-lead form. When entering data en submitting, the form leads us to the thank you page. However, no new lead is generated in CRM. What are possible causes? Thank you, Jochen
Copying database to Thumb Drive
Can I copy my leads (Free version) to a thumb drive...or can I transfer them to a new ZOHO account? I have almost 1,000 accounts and my former boss is deleting names from the database that I actually NEED.
Unified Calendar
When will a unified calendar be available? Specifically and integration fo Zoho desktop and CRM. I have done a search of the forums and I am finding related posts, mostly from 2008 and not useful. Any insight or further information is greatly appreciated.
All I want to do is add my contacts and then add a call with follow up.
Hi, I added my contacts. All I want to do now is everytime I call one is to add a a record when i contacted them some description and when I should follow up. I cant find how to do that. Is it a task? an Event? both? Thanks
Using the full name field with contacts
Hi there, How can I make use of the full name field of my contacts? I cann't find it in the field list of the contacts. Can I change the fields of which the full name field is composed? Thanks for your help! Hans
From Lead to Contact, back to Lead...
I'm currently using the CONVERT button when changing LEADS into CONTACTS. However, there is no CONVERT button available under any other tabs. In the event, a client is on a hiatus from using our services, we want to return them from CONTACT to the LEAD tab. How can I convert a LEAD into a CONTACT and then back to a LEAD. Is there a way to add a CONVERT button onto multiple tabs, for example. Basically, I want to be able to move leads and contacts and potentials around regularly from tab to tab.
Escalting Lead to Account
How do I escalate a lead once we have signed them on as an account? Is there an easy process to this?
Hi
Hi there are any way to create a custom field who changes the color (Like a flag or button) related to a content in another custom field.. I'm trying to create a color coded status and noticeable thing... Thanks in advance
Zoho CRM - duplicate contacts by double-click on Save button
Hi, At present, user can click very fast on "Save" button and Zoho will create several Contacts with the same data. How can I prevent user from clicking multiple times on "Save" button while creating new Contact? Regards
Zoho CRM Reports
I can't run any reports! Getting error message that says I have insufficient priviledges and to contract my Administrator and I AM the administrator and it appears based on the radion buttons I SHOULD have access. Is there a rule that only 1 person can have administrative priviledges per organization (all 4 of us are tagged as Administrators)?
ZOHO is running extremely slow
What is going on ZOHO is running extremely slow
Cannot see the link to pay using Paypal
Apologies if this comes up twice, I could have sworn I posted it - but its not showing on the site. Anyway, I'm trying to upgrade and cannot see anywhere to pay with Paypal - although that method is quoted in the knowledge base. Can anyone help please? Thanks James.
Rename custom fields
I've added a custom Lead field: business unit. I would like to not only rename one of the business units, but also apply this change to the existing leads and contacts. Is this possible? Rikkert Kleerekoper
Copying address from account in invoice
Hi, Just wanted to know if it was possible to autofill the billing and postal address in a invoice with the details from the account specified? Cheers, Kate
Activity Total
I would like to run either a report or an "Activity View" that will allow me to see the Total Calls Emails Separated for Accounts & Leads That will Show the Account Owner and can be Filtered for a Period of Time. I would also like to see the account name and activity date if possible. Something Along the Lines of... March 2013 John Smith Made 200 Calls to Leads 150 Calls to Contacts
New to zoho - Can I display sales info in Accounts tab?
Hi there, I've just started playing on a trial account & wanted to check and see if the functionality our company needs is available before signing up to an ongoing account. We presently use an in house system written in access to store all of our sales & stock information. My end goal with zoho crm would be to be able to open the "accounts" tab, select an account and possible within the "sales orders" panel, display the customers last 10 sales. My question is can i pull that sales info out of the
Is it possible to search mails?
We are using the mail add-on, is it possible to search for mails associated with a certain lead\contact\account shared by another user\all users?
Mail add-in from Gmail
Hi, Is there a way to send mails from Gmail\Apple Mail and decide which are going to be shared with everybody without logging into the CRM? Thank you, Dina
Sending email from inside a Contact
Doing so, From address is the @zoho.com address. I want it to be from @<mydomain>. How do I modify this? Sending email from within the Email APP, I can choose which from address I want to sent from.
BCC to Dropbox
I started using BCC to Dropbox and my email host returned a delayed message: This is an automatically generated Delivery Status Notification THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. Delivery to the following recipient has been delayed: Obviously disconcerting given I rely on zoho--can somebody explain if this message will bounce or is the result of something specific?
importing contacts from CSV file
I am trying to import contacts from a CSV file. Yes, the top row of the CSV is the field names. (if only the solution were that simple!) I select the file and import it. The problem comes that when I go to map by clicking on a Zoho field name it does not allow me to select a single column. It lists CompanyFirstNameLastNameStreet etc. Help Please! I tried to chat but got an error message that my email or password is not valid. I requested a new password. Got a message that email was not found.
adding lead name field to "calls" page
trying to add the lead name field to the calls module so that it will include this field when I log a call. Currently it only shows contact.
People not getting emails sent from Zoho mail in CRM
Hello, I use the Zoho Mail plugin for Zoho CRM and lately I have had quite a few people not getting emails that I sent. They are not getting returned to me undeliverable. It has happened using BOTH the Zoho SMTP and my Go Daddy SMTP. Its kind of scary actually because it makes me look flaky. I can go to my sent folder and they are there and I can actually forward it to the person again and they sometimes get it. It doesn't happen to any particular contact. Has anyone else had this happen? It's
Company field in leads mapping to Accounts Name
Can I change the mapping of the main fields in these modules? I want to change the mapping of a custom field in Leads (Referral) to take the place of the Account name, instead of the company field. Is this possible? or do I have to make a custom module myself in order to do this?
Adding e-mails from Outlook via Plug-in for MS Outlook
Hello, it is happening to me quite often that I have e-mail conversation not related to Contact itself or Potential, but to Campaign, Product or Company ... would it be possible to enable e-mail imports also to these modules? Now I have to combine e-mail imports for Potentials/Contacts and copy/paste + Add Attachement for Campaigns/Products etc. Thanks Lukas
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