Web Tabs Not Displaying Page Content
We are experimenting with Web Tabs. The first URL I tried was for Projectmanager.com. Not all pages on that site display properly in the Web Tab. Are there limitations as to what Web Tabs can display? Do I need to add modifiers to the URL? See the attached screen captures to compare.
Screenshot of Age Calculation Formula please. I am doing something terribly wrong
Can any on provide me a screenshot of the screen used to add a field that calculates a person's age based off of their Date of Birth? Also need the syntax if it is too long to show in the screenshot. I am trying to see what I am doing wrong. The dob field name is "Date of Birth" Thanks, Tiffany
Can i post some like this in zoho crm templates?
all the box can be filled via data base? i try many way but i cant put it on the background?
Please downgrade my account/subscription
Dear Zoho, I've been in touch with support to please stop my subscription. They keep telling me to downgrade but downgrading appears to be a hoax or some webpage that doesn't have any functionality. Please manually downgrade me and send me some confirmation that I will not longer be billed. Thanks - radames.dicembrino@milanodabere.it
Can you use insertRecords to create an Account and corresponding Contacts?
We want to build a script to insert new records into our Zoho CRM, including an account and corresponding contacts. So, does anyone have details on creating an insertRecords API that inserts into more than one module? And that associates new contacts with that new account? We're also using Gravity Forms with WordPress... so any information or ideas would be greatly appreciated. Thanks!
Activity Based Dashboards
I'm looking to have all my dashboards activity based. Is there a way to automate that?
Integrating Volution (e-commerce) with Zoho
Hello, We are looking integrate our e-commerce provider (Volution) with Zoho, understand it can be done, but are not "smart" enough to do so. Can anyone recommend a developer to do this and how much it would cost? Thanks, Austin
Bug in send email
Hi If you try to create an email in a lead, and the email is illegal e.g. xxx.yyy@<space>zzz.com you get a permissions error rather than an illegal email error ! Regards Malcolm
Zoho CRM enhancements I would like to see
Hi Was recently trialling ZOHO to possibly use in my business. For the most part I was really impressed with the ease of use and features. My main concern is that unfortunately it was always going to feel like I was trying to use something that wasn't quite right for my organisation and that I was trying to fit a square peg in a round hole. The main areas which I would love to see developed would be: - Ability to rename default fields. Eg - I would have liked to rename "Shipping Address" to "Street
Google Maps
It would be great to have a small map automatically show up on accounts/contacts/leads record rather than have to click the "locate map" button and view another window. Is this possible to implement?
Champs en anglais
Bonjour, je me permets de vous solliciter car nous utilisons une version gratuite de Zoho CRM. Je viens de me rendre compte que malgré la paramétrage en français des champs utilisateurs, les champs d'information par ex dans le scoring du prospect sont tous en anglais. Il en est de même pour tous les champs multiples. merci de votre aide.
insertRecords multiple records with duplicate check
Hi, I have a problem on inserting many contact records using the API in one request. I would like to avoid email duplication so I specify duplicateCheck in the request. If I use duplicateCheck =1, then if in one of the contacts already exist in Zoho (A contact with the same email found in Zoho), it will stop the execution and throw error and Zoho does not process to the rest of list. If I use duplicateCheck=2, then the behavior is quite confusing. Based on my finding: if the first record does not
Account scorecard
I have an idea of what an 'ideal' account looks like to me. They have 3 specific technical certifications They submit 5 deals a quarter They increase their business with us by 10% quarter over quarter They have one demand generation activity per quarter etc... Is there a way to track these metrics in zoho, on one simple report or dashboard? Thank you! John
Account Tracks
With ConnectWise, you can assign a 'track' of certain numerous activities to be completed at different times. For example, for onboarding a new account. When the 'Onboarding Track' is applied to a specific account, a 'welcome call' will be assigned to be completed within 3 days, then a week later an activity to make an appointment with that same account will happen, and maybe a recurring quarterly call assigned also. Is there a way in Zoho to set up a 'track' of activities like that? Or do I have
Need Zoho CRM Training and Setup
I am looking for someone, preferably in the Phoenix, Arizona area, who can provide Zoho CRM training and setup of my database. Who do you know? Please contact Sandy Rogers at sandy@asksandyrogers.com or call 480-232-5650.
How to duplicate products from one pricebook to an other?
I have a pricebook where I've write all the products and I want to create another with other discount and I find that I have to write the prices once again. It's possible to do it?
Look up Users
Team, I am trying to create a custom look up field, but it only gives me options of modules to look up Eg: Sales, Potentials, Contacts etc., but I want the look up field to contain the active users in my CRM, something like a Lead Owner, Potential Owner sort of a thing, is there a workaround for this? Thanks! Regards, Suraj Sreenath
How to modify the leads today report to include a custom field
Hi We would like to amend the standard "leads today" report to include a custom field - it is a value that shows how much a client might be worth. Any help gratefully received Rob Hook
Troubles uploading documents to email
Today I am trying to attach documents to emails and, although ZOHO shows the document is trying to upload, it never does. I have tried multiple emails with different docuements. I have also tried sending emails out of Zoho Mail instead of CRM and have the same trouble attaching documents. Is this a problem that ZOHO is experiencing? I have rebooted several times as well. If anyone can assist I would appreciate it.
Zohocrm search suggestions feature
I love Zohocrm but there is one feature I cannot find : I want to be able to search for somthing and immediately to have search suggestions populated in a box below the search box (Just like google search for example) How can I do this???
Custom date fields with Zoho CRM
Hi Everyone, I need a little help with a custom date field in the Leads section. I am trying to fill the value of this date field with the current date when the first event is logged for this lead. I have tried using the workflow to do this, but either I am blind or the custom field is not available in the workflow. If you have any solution as to how to get the first contact date in the Leads section, you are awesome. Any help would be greatly appreciated! ~ James C.
edit the home reports eg todays leads to include more information
Hi Todays leads just gives us name of lead, company and email. We have added a new field on the lead page which we would like to include on the home page report Thanks
Can we sync outlook exchange with zoho crm
Hi Is there a link to show us how to do this? Thanks
Full screen New Task Interface
When viewing a contact, it would be nice to access the same full-screen "New Task" interface that you'd get on the activities tab. Clicking "New Task" while viewing a contact is very helpful because it automatically fills in the account and contact information. However, the tiny interface makes it difficult to provide extensive task details in the description field. The full screen view that one sees when editing an existing task or adding a new task from the activities tab is nice because it allows
link between CRM and project? --> Project Repository in ZOHO Project
Is there a way to link all relevant date from the CRM (contact, company, call, event, task, e-mail, attach document,...) to a project define in ZOHO project? So that it's possible in ZOHO project to see all relevant information from this project (contact involved with role of each contact, company, e-mail, call, task, document) and finally have a complete date repository of all relevant data for this project via Zoho Project but with information coming from Zoho CRM? This will be a perfect tool for
zoho crm
good morning. I wonder how I can access from my black berry zohoCRM? regards
Experience using Zoho CRM in a MS Exchange environment?
We're a small firm thinking of using Zoho CRM. We use a hosted MS Exchange for our email. There are some old forum comments about how Zoho CRM does not integrate with MS Exchange, but I recently identified Zapier as a possible solution: https://zapier.com/zapbook/zoho-crm/. Does anyone out there have experience - positive or negative - with Zapier and Exchange? Input much appreciated. Jon
Project repository: link task / event / call / E-mail ... from CRM to a project
Hi, Is there a way to link any element from zoho CRM (call, E-mail, task,...) to a project from ZOHO Project? So that, in the CRM, under the contact and / or company, it's possible to see if it's involved in 1 or several project 'what ever the role in this project) and int ZOHO project, see all information, including call, e-mail send and received but also document's (attachement from e-mail for example),... linked to this project? Tks in advance. Olivier
How can you set it up so you can attach a document when inputting lead data
It appears I can attach a document after the lead is created, but not when you are creating the actual lead, I don't see a Upload field option in the customization section. I'm only using free version, is it a Pay feature? If so I'm sold. Sure I'm missing something, Thanks in advance! Dennis
Zoho mail AddOnn and Gooole Apps mail
Helle, I'm a Google Apps and Zoho CRM user. I have mail add onn in Zoho CRM and a big problem. There are limit of 5 GB (from free zoho mail app). So I can't use mail AddOn if I don't use Zoho mail suite? Zoho mail AddOn costs 36 USD user/year and I don't have any space to use it?
How to get the currency field to display on my Accounts Module
I am unable to get the "Currency" field to display on my Accounts Module page. I know this could be very simple, but can't figure out what I am doing wrong. I am on the Paid enterprise version of a CRM subscription. Here is the Fields configuration page: Here is my Accounts Page Layout, and I was expecting to see the Currency field here, but it isn't there. Regards Moiz Tankiwala Smart Training & IT Solutions
zoho crm creator integration
HI I m getting following error on a zoho creator and crm integration task Code: contactList = zoho.crm.getRecords("Contacts"); Error: Some Premelinary setup is required for this task please contact system administrator to do any actions on this application. Regards Ammar
Multiple Date fields
Hi, I am aware there is currently no feature supporting selecting multiple dates in the one field. I want a way to replace our current handwritten system of bookings, which is a 5 column x 12 row grid of possible dates. Each column specifies a different product, but the large sum of rows is for ease of use. Other than making 60 possible dates fields, is there a way I can manage this, or a similar process. Let me know if this doesn't make any sense.
Tasks and Events default export to Google calendar
Is there a way to have every task and event default to google calendar export. I would specifically want it to do so when I run a macro to schedule multiple task over several weeks or months. I want the task to appear in GCal. Scott
web-to-vendor
We are making good use of the VENDOR tab to keep clients and suppliers separate. However, the vendor contacts end up in our client contacts again, so not sure what the use of vendors is in the first place. Anyway, we want to have a web-to-vendor form,,, should be easy as web-to-lead and web-to-contact are already there. Please add this function. Thank you !
Pulling a report showing the content of emails
Hi there! Is there any way for me to pull a report that will include the body contents of the emails associated with the Lead, Contact, or Potential? I need to be able to run a report that shows what emails were sent in the last week AND what the emails said. Does that make sense? Sorry, it's a little difficult for me to put into words obviously. Thanks in advance for any feedback.
Zoho is duplicating accounts, when adding new contacts to the account
Why are the accounts being duplicated when I add another contact to the account? Are we only able to have one contact per account?
Sync feature with ZOHO CRM
We've noticed that the sync feature in ZOHO campaigns has created duplication of records in ZOHO CRM and caused the lead owner in ZOHO CRM to be switched to the person creating the campaign in ZOHO campaigns. Has anyone else reported something similar, and is there a fix? Otherwise we just have to "sync" manually. Its really caused a screw up in our ZOHO CRM.
Scanning business cards into Zoho - am blackberry user
I am a new user to Zoho and looking for a way to scan business cards into Zoho that I will then sync with my Blackberry. I'm currently using Gmail contacts on my blackberry and desktop. I've got a large number of cards that I want to be able to scan.
Zoho task re-schedule won't show calendar
Hello! When you first make a task in Zoho, it's all good and easy. You put a reminder, choose the date in the pop-up calendar and it's good. When it comes to re-scheduling the task, there is a bug that when you press on the date, the calendar doesn't work. This has been going on since I began using the software 4 months ago. It's true for every re-schedule or date change event. Attached a screenshot of the problem. Windows XP Browser: Version 22.0.1229.79 m
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