CRM Invoice
Good morning, I tried to make a simple update to my CRM Invoice template to add the product description on each line item. Now for some reason when I try to export all I get is the form variables. How to I restore the default or fix mine
Exporting Leads
I need to export my leads but only half of them show up when I export them. I have over 6,000 customers in my CRM but when I export it to MS Excel there are only 3000 of them showing up! I can see that the leads that won't export are in the CRM still but they will not export. Any ideas as to why I can not export these other 3,000 customers?
WinHttpRequest.5.1 from Newbie
I'm out of my element and could use some basic help. I'm using COM to submit the following WinHttpRequest request via AutoHotKey URL:="https://crm.zoho.com/crm/private/xml/Leads/getMyRecords" Params:="?authtoken=" . MyToken . "=crmapi&newFormat=1&selectColumns=All" WebRequest := ComObjCreate("WinHttp.WinHttpRequest.5.1") WebRequest.Open("POST",URL) ;Upper case on "Post" matters WebRequest.Send(Params) Response:=WebRequest.ResponseText and am receiving the following error: <response><error><code>4834</code><message>Invalid
Zoho CRM Google Mail Plugin link to contact in Zoho?
Why does the Google Mail plugin not offer the most rudimentary feature of 'open this contact in Zoho CRM?? This would be the ABSOLUTE MINIMUM REQUIREMENT for such a plugin, how have you been so poor in your usability design to miss it? Now, because I can't assign a task to another user in Zoho CRM, even with this plugin I still have to search for this contact in Zoho CRM and add the task there. Effectively making your plugin useless.
problem acessing my account
guys, i forgot my passwaord so i click on forgot password button, put my e-mail and received a e-mail from Zoho with a link to a new password. the problem is that all my data disapeared !!! Can anyone help me understand what is happening? Fabio
How to stop spam mail from WebToLead from?
i am using zoho crm .i have integrated it on my website but not i got lots of spam mails.please suggest me how to avoid that ?
How to open zoho app for no iPhone and iPad, cause my login is thought google app?
How to open zoho app for no iPhone and iPad, cause my login is thought google app?
Urgent - Emails not appearing for linked email accounts
I posted this three days ago but no reply. So I'm posting it again here. Can anyone help? Emails not appearing for linked email accounts in Zoho CRM » Zoho CRM - Zoho Apps integration • 3 days ago I've got one Zoho account and two email accounts linked to my Zoho CRM. But only the emails from the Zoho account are showing up. The other two mailboxes (both gmail accounts) are not showing any emails in the CRM. Please help! Roger
Emails not appearing for linked email accounts
I've got one Zoho account and two email accounts linked to my Zoho CRM. But only the emails from the Zoho account are showing up. The other two mailboxes (both gmail accounts) are not showing any emails in the CRM. Please help! Roger
Help ? Can I have my campaigns on my accounts page?
Hi, I just joined up for zoho yesterday and was hoping that someone could help me please. I am trying to display a link to acampaign on my accounts page, is this possible and if so how do I do it.. spent hours on this and thought maybe someone could advice me.. thanks in advance :)
Help... I am trying to list my campaigns in my accounts
Hi, I am new to Zoho (just joined yesterday) I was hoping that someone might be able to help me. I am trying to link or list a campaign in one of my account pages, Any advice or suggestions would be greatly appreciated.. I have spent hours on this today :( Thanks in advance :0
How do I move a module on the contact page down the list?
I just added a trial of projects but now the placement of that module on the contact tab is in a place that causes me inefficiencies. Can someone tell me how I can move the project module down the list? Thanks!
Alphabetize Pick Lists in customized filters
Hi there. Just started customizing ZOHO CRM for our business use to monitor sales progress. However, in all the filter drop down lists (Leads, reports, etc), the criteria are not in alphabetical order. Since we are using lots of custom fields, this makes it very difficult to get the customized fields we need quickly. Is there any way that these fields can be alphabetized? Thanks
Convert Account to Vendor
I accidentally entered a couple dozen vendors as accounts. I would now like them to be correctly classified as vendors. Anyone know an automated way to do that? Or do I have to re-keystroke?
Zoho CRM - Google Contacts Sync Not Working
Hello all! I've been butting my head on this issue since last Friday and I hope someone here can help. I setup Zoho CRM (Professional Edition) to sync with Google Contacts (Google Apps for Domains) following the instructions on the wiki. I also installed the Zoho CRM app in Google Apps Dashboard and all the permissions are green. I've re-created the sync pair 3 times (even ticking the "My " check box for good measure on the last attempts, to no avail). I also made sure that the Google ID associated
Change format of notification emails
Hi, I want to change the format of notification emails which are received by owner when a lead is sent to database. The email which is i am receiving now is in this form Prospects Source : Source Tracking URL : Client : Referred By : City : State : Zip Code : Description : Comment : First Name : Last Name : Email : Phone : Prospects Status : Role : Processor Prospects Owner : I Want to change it in this format. First Name : Last Name : Email : Phone : Prospects Source : Prospects Status : Role :
changing a field's data type to help prevent record duplication? (Account Name and lookup behaviors)
Is there any way that I as an administrator in Zoho CRM can modify the Account Name field used on the Create Account screen? This stems from wanting users to have to do a lookup against existing account names, rather than just typing in a name when creating an account. I'd like to be able to do the same thing with Last Name on the Create Contact screen. I realize that ideally if a user has entered the Create Account or Create Contact screen they are correct that they need to create a new account
Integracion
Quiero saber si puedo integrar la lista de clientes del CRM a la licencia de support y si el CRM puedo integrarlo con project
I am experiecing a problem while modifying my contact information
Good morning Zoho Team, I am new to your software which by the way I find it very useful. I experienced some registration errors when I first started to use your tool. Because I finally couldn't register, my host had to send me a new email registration to another email address (personal = chartie87gg@gmail.com) but I want to change that to the one it was suppose to be, carlos.garcia@vivoconsulting.com. The system tells me that that email address is already register in your system which is why
Leads who have declined - Don't want services
What do I do to the leads that have declined and don't think we would be a good fit? I would like to keep them in our database to reference past communications, but don't know how to separate them. Thank you!
Multiple groups
I have two distinctly different groups of leads and I do NOT want them to overlap. I wouldn't want an email intended for one group to go the someone in the other group. is there a way to separate the groups or label them so that they are separate and distinct groups?
Adding Account Owner to the Business Card View of a Potential?
I would like to have the Account Owner field appear on the Business Card View for our Potentials. I am able to add Account Name to that view, but I do not see a way to also have Account Owner appear. Is there a way to add Account Owner to the Business Card View of a Potential, and if so, how would I go about this? Thank you.
How could I copy "possible cliente" to account data
hi friends. I am newbie with zoho CRM. I have several users in "possible Clientes" . These data have been obtained via webform. now, I´d like to change all of these data to "account" thks for all. pd. i am using free version.
Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter.
Hello Zoho team, I am facing a issue with insert lead api. I am posting the data through CURL and every time it returns this error message "Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter.". Anybody please help me. Here is my code - $leadXml = '<Leads> <row no="1"> <FL val="Company">printvenue</FL> <FL val="First Name">ashish</FL> <FL val="Last Name"><kumar</FL> <FL val="Phone">1234567898</FL>
iPhone app doesn't work
Hi This morning I got the following message "Zoho CRM Mobile Add-on is disabled for your account. Please contact your administrator". Why is that? Is the mobile add-on a premium feature?
formula in a self defined field
I made in the module "orders" the fields: abonnement; salesfee% and salesfee € I want the following: Salesfee € = abonnement * salesfee% Our dealer gets 20% fee of abonnement. I want to register per customer what the fee in € is. Who can help me with this to make it work? The answer of Pradash did not help me. Kindest regards Sybrand A. de Jager
Oportunities - How to administrate closings and losses
Hi, first of all sorry for my english (i'm from Argentina). I will try to make myself clear about my doubt. I create oportunities for all my "possible closings". When I do a commercial proposal, I create an oportunity. The problem I'm having is that when our service is Sold or NOT sold, every oportunity stays where it is. I mean, if the we cannot make the sell, the oportunity stays there (like not sold). How can i administrate my oportunities so when the closing is done or not done, I can "erase"
User to see other peoples leads , but no other admin access
I want to set up a user, so they can see, maybe even edit that lead (add more detail), but I don't want them to have full admin rights (eg Manage Users etc) How do I do that?
Activity sequencing by Due Date
How can I order/sequence an activity report or view by Due Date?
Lost Leads
What do you guys do with deals that you lose or dead leads? I don't want to delete those leads but I also don't want those leads in the same category as all of my leads.
Pulling email activity into reports
Is there a way to add email subject lines and date sent into reports in the free version of Zoho CRM? I have a custom report that feeds all activity and last points of contact for calls, tasks, events, ect but it doesn't give me the email option.
Mass Update Negative Integet
I've created a customer field of type integer. I now would like to select appropriate records and do a mass update to a negative value. The system doesn't allow me to. I can open each record individually and set them one by one to a negative number. But mass update does not work. Error message is, "Please enter a valid (field_name)" Any advice?
Display a confirmation window upon clicking of a checkbox in Contacts screen.
Is it possible to show a confirmation window when users click on a checkbox (a custom field) in the contacts screen. If users answer yes, the checkbox will be checked. Thanks!
Making Web Forms Fields Mandatory
Is there a way to make all the fields on a custom web form within Zoho CRM mandatory? I noticed that when the "Company" field was left blank, a pop up box warned me that it needed to be filled in. However, I was able to proceed with the submission when the "email" field was blank. Thank You
ZOHO API and Accounts
Can I use ZOHO API to update fields in Accounts? Michael
Web to Lead form
I am in a trial professional version of the CRM. I have been testing out the web to lead , and web to contact forms. The web to contact form seems to work fine, however, the web to lead form is not sending the data into the CRM? The manual approval is turned off. I deleted the form, and made a new one, no issues. It is also not sending me an email notification. Also, when manual approval is turned on, where does one go to approve? Thanks
ACCOUNT_REGISTRATION_NOT_CONFIRMED - Creating Auth Token
Hello, I have a client who we have been using the API with to create leads when someone submits a form on their website. It has been working well for many years and we have made all necessary code updates to make sure it's inline with new changes. The client just let me know that for the past couple of months it hasn't been logging leads. When testing the code, I found that the following error is being returned: * 4834 - Invalid Ticket Id I logged into their account and confirmed that the auth_token
Workflow/Automated Task Question
I have setup a 'lead status' field, when the lead status field is changed to a certain "status update" choice, I want the program to automatically change the 'lead owner' instead of creating a task or sending an alert, is that something that can be done?
Google Contacts and Calendar Integration Development - where we stand ...
This is to update you all that, we are working for the Google Contacts and Calendar Integration and below are the current status of the development. Google Contacts We are trying to provide the below mentioned options in Contacts Sync i) Pushing contacts from Zoho CRM to Google alone ii) Pulling contacts from Google to Zoho CRM alone iii) Syncing the contacts between Google and Zoho CRM Contacts to be Synced can be decided based on any one of the Custom View from Contacts Module of Zoho CRM and particular
ZOHO CRM and Formsite.com
Can anyone advise how I can link my results from Formsite.com so that they automatically appear in the lead section of my Zoho CRM?
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