I am getting 500 error in webhooks of Zoho CRM while trying to update in Zoho Creator
Hello, I am getting error- 500 while using webhooks from Zoho CRM to Zoho Creator for two fields only. I am using authToken, scope and zc_ownername parameter and also did setting of XmlString. I have carefully followed instructions on https://www.zoho.com/crm/help/automation/webhooks.html . Any idea what went wrong?
History for Mass Mail Contacts
No history record is created on sending Mass Mail Leads/Contacts. How can I know whether I have sent a mail to a customer or not, if there is no such record?
Sales Orders associating fileds
Is there any way to import or associate the address field of the SO whit the contact address so I don’t have to type it again?
Update "status" field through Conversion (Sales Order to Invoice)
If you are converting a "sales order" to an "invoice", is there a way of updating a field "order status",.....automatically. Can this be done through Enterprise workflow field update, or any alternative methods? So to confirm, I'm wondering if field updates can be established automatically, when converting (Quote, Sales Order, Invoices) Thanks, David Corcoran Batipi / Zoho Partner http://www.batipi.com
Trouble in Uploading New Leads
I'm having trouble uploading my leads in Zoho. This was working before and now it's not. I'm currently using the Free Plan, could it that it has expired? Can somebody please help? Thanks, Karen
Automatic Update Notifications
I'm new to Zoho CRM and trying to work out if it is what our organization is looking for. One key thing we need is if a user adds a note to an account for a different user, the account owner receives an automatic notification that a note has been added, either through an email or a notification on logging in to the CRM. Eg a rule of: If Account Owner = xxxx AND Notes is updated by xxxx SEND notification to account owner This seems a basic functionality but I'm not finding how to do this. It could
Exporting History
I see that there is an import history. Is there a way to get a report history of who, when and what was exported from the database?
Linking Roles Under a Potential to Outside Accounts/contacts
When adding a contact role to a potential created under "X" account; is it possible to have the potential automatically show up under another account? Assuming the contact role I am trying to add is from a different account. If I need to enter a new potential under each Account with a role then it seems to give misguided revenue projections. If I create six different accounts with six potentials, it seems I would have six times the project revenue. If they were all linked under the same potential
Tax calculation limitation is a dealbreaker
We're currently evaluating Zoho CRM; I love everything about it, except tax calculation, and this may very well be a dealbreaker. Here is how tax works where we're located (Quebec, Canada): Subtotal: S Federal Goods and Services Tax (GST): S * 5% Subtotal after GST: W Provincial Sales Tax (PST): W * 9.5% Total = T The two taxes cascade. I can calculate a PST that has the GST contribution built-in and so both taxes are calculated as a function of S directly - however, in that case the PST is 9.975%,
Email conversation with many leads showing in one particular lead
Dear Concerned We're facing a peculiar problem. Email conversations with many leads is showing in the email trail of one particular lead. we're worried whether all our emails are going a copy to this person or it is a zoho bug. when we open that email it nowhere shows the email address of that particular lead in which all other emails are showing. Please treat it most urgent. Thanks Kapil
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Linking Companies to each other?
Hi all, I am new to Zoho CRM, migrated from Daylite (Mac software). I wonder if there is a chance to link / connect accounts or contacts to each other. For example, when I link account A to account B, I can see (in both of their account details) that those two accounts have a relationship. Maybe A was B's old customer etc. On my previous CRM software (Daylite), I was able to link all types of accounts / contacts / potentials to each other. (Please see image) So something like that is very useful
Can I a button to the existing contancts form?
Hi, I would like to know whether it is possible to add a button to the contacts form to generate a quote or an illustration, in accordance to the data entered. the illustration and quote will be generated outside the CRM so the buttons can send and fetch the data. Thanks Sumit
Populating Account (client) addresses to Account Contacts
We have imported all our Account and Contacts details from varyng managers outlook contacts. I would like to be able to add the Account (client) addresses to those individual Account contacts. Is there an easy, time efficient way to do this.
Field From Accounts to Contacts
I would like to take a field from an Account, we have prefixes for all Accounts to make them shorter, so its just 4 letters/numbers to identify the Account, so I want to take this prefix field and when a Contact is created under this Account the value from the prefix field goes into a field under the Contact. I have tried setting up a rule to populate the Contact field but was to no avail. It would be nice to have a mapping custom field type to pull information from the Account since the Account
ZOHO CRM iOS App: Accounts on Server vs. Device
When I open Zoho CRM, not all of my Accounts are listed. However, if I scroll to the top of the Accounts, enter an Account in the search box, then select the Server option I am able to find said Account. Is there a way to have all Accounts loaded in the Zoho app by default? The workaround is very cumbersome for a sales force with many Accounts to manage.
How can I be sure my email has been sent ?
Hi, I'm now using zoho for more than 6 months. Great soft and all, really fine to tune. I have the "professional" version. My team and I use Zoho to send some emails (no mass emailing or emailing campaign, just one mail some times) BUT I can't be sure the mail was sent. Why I'm asking myself this question? Because sometimes I Copie Carbone Invisible myself and I don't receive any email... even when I check into my SPAM folder. So, HOW CAN I BE SURE MY EMAILS ARE SENT ? This is supposed to be a business
Slight change to the HTML website inquiry form
I am trying to get the website inquiry form on my website but the color of the text is white on white background when I paste the code. I can see the boxes but can't see the headings unless I highlight them. How can I fix this? I maintain my own website but I do not know how to alter HTML text.
Add to Oportunities ( Potential ) from Zoho Mail
It would be fantastic if you could create a Flag or Indexing module where Users could Add specific emails to Opportunities , One can still read all emails for a specific contact within the CRM, but you will still need to look for a specific email for a specific Opportunity ( Potential ) By attaching emails to specific Potentials CRM would be even better Ariel Segall Cloud Mobile Forms Zoho Partner arielsegall@CloudMobileForms.com (877) 436-8133
Invoice Number
How do I force the invoice numbers to begin at a certain number? Silvana Bello
Can I add a button to the existing contancts form?
Hi, I would like to know whether it is possible to add a button to the contacts form to generate a quote or an illustration, in accordance to the data entered. the illustration and quote will be generated outside the CRM so the buttons can send and fetch the data. It can be two buttons also. Thanks Sumit
Export in Excel Format
Hi, I can only export my account in CVS comma separated format, Since my CRM have some Arabic data, all fields filled with Arabic are not appear correctly, somehow using another Zoho product like recruitment, I can export the report as Excel file (.xlsx). and Arabic data appearing well! Kindly could you advice me on that ? Regards,
ZOHO & ZOHO CRM Reliavility, Backups, Availability Recov
Hi, Reliability. Backups, Availability, Recovery plans. Is there any Service Level Agreement about those subjects for ZOHO CRM customers? Thank you, DS
getSearchRecords and Quotes Module
Hi! I'm trying to get JSON information from Quotes Module, but not all - only custom fields. For example: https://crm.zoho.com/crm/private/json/Quotes/getSearchRecords?authtoken=TOKEN&selectColumns=Quotes(Description, Subject, Contact Name, Product Name, Quantity, List Price, Grand Total)&scope=crmapi&newFormat=2&searchCondition=(Valid Till|=|2012-10-05) But result of this request is only field "Description". How can I get all info? Thx a lot! Screenshot of results I got:
contact/e.mail functionality
I am about 500 contacts successfully loaded into Zoho CRM, but when I go to compose an e.mail, the contacts are not available to me. ie. I kind've expect it to work like g.mail when I can start to type a contact and it will recognise it. Surely I don't have to go to the contact, find it, copy paste it. Any help would be appreciated. Guy
Autoemail on closing Potentials
Hi Zoho team. Would like to send a template based automatic email to the Contact associated with a Potential after its status is set Closed won. Searched documentation and forum but did not find the answer. Could you advice how it is possible? Regards, Andrey
Can not change first and last name in my account?
The system returns a message that it can not complete the operation what can i do?
Field Automation Rules - New Field Value
Hi I have created an "Alias" field in my Contacts pages. I am trying to create a rule whereby, 1) When the record is updated 2) Update the "Alias" field 3) With the contacts Full Name. I have the rule working, as in it is updating the Alias field when edited, but I can't get it to pull the Full Name. I tried using ${Contacts.Contact Id} but it just displayed "${Contacts.Contact Id}" in the Alias field. Can I use tags like this? If so, what do I need? If I can't, does anyone have any other ideas?
How to costumize Zoho CRM for school/ child day care
Hey, Im trying to costumize Zoho CRM for the needs of my buisness (Child day care) and i have a few questions. 1. My costumers are parents and each couple ca have more then 1 kid. i need to keep track of the parents as costumers and the kids (each kid seperate) linked to the parents. what would you recomend to do? which tab would you use for each entity? 2. i want to keep track of my stuff, from the very 1st intervew thrue his working episode untill (happen sometime) he's quiting. i want to coect
Creating a report of ALL products by category in our database
Hi, Can you tell me how to create a report which shows all our products classified by category from all our accounts? I'm basically trying to create a history of our zoho usage. If I can also list date range, it would be a bonus! I could create this report in the NetSuite CRM but I can't figure out how to do this in Zoho--the closest I got so far was to create a report of the last product in each of our accounts. Thanks, Yvette Lee
Zoho Campaign tool: Measure clicked links in emails (like Sugar CRM)
Hi everybody, we have been using sugar CRM and its campaign tool. As sugar is always a headache to maintain we seriously consider migrating to zoho. However, the main feature that made us choose sugar is the campaign tool, which features a way to measure the impact of your emailing campaigns by providing you with a list of those email recipients that actually clicked your links... thus, a list of pre-qualified leads. Does zoho offer this feature ? best Daniel
Sales Order Reporting
Hi, Why cant I create a report to show me the List Price on a sales order? And also the Total cost before any discount is applied? These seem to be missing from the customizable report options. Please help! Thanks Sarah
Custom Lookup Field
In our CRM setup, we have a custom Lookup field called "Partner Name" which has Lookup Type as Accounts and the Related List field "List of Partner Companies". In this list of values for this field, one of the value we have is called "Direct". This value appears only for users with roles set as Administrators and does not appear for users with roles set as Standard. Can you please tell me how to edit this value or how I can configure it appear for users with roles set as Standard?
Customize stages in Potentials tab
Is there a way to set the stages field so it is a parent/child defined map? We have several types of properties we work with and all of them have different stages that occur when moving through the process. For example: Property Type = Short Sale Stages: Offer Submitted Offer Accepted Offer Rejected Justification Package Bank Negotiation Approved Short Sale Escrow Closed etc. Property Type = Free & Clear Stages: Offer Submitted Offer Accepted Offer Rejected Due Diligence Escrow Closing so forth and
Field Mapping issues!?
I am in the process of mapping specific fields over from Leads to contacts and am running into an issue where the contacts tab is only showing "none" as an option on 2 of 25 custom fields that need to be mapped. This is ONLY happening on 2 of the fields which make ZERO sense to me. How do I correct this issue, and why is there an issue in the 1st place? I have attached a screen shot. 2nd, how can I map specific data to the Products tab? Can I set up a custom option for this? We buy and sell real
Custom Web forms
Can I have my custom web forms simply point to the correct Zoho fields? Your web form creator is pretty bad and does not work for us. We use dozens of online web forms and we cannot have them going to junk mail like most ISP's read your email. Please advise ASAP
3rd party auto responder with web to zoho contact form???
Since Zoho does not allow for any real Drip Marketing or provide enough auto-responders. Are there any 3rd party providers that tie into Zoho via API or otherwise that will allow the following to happen: Zoho web form is filled out online: Email is triggered through 3rd party auto-responder email service (mailchimp, iContact, etc.) Lead is generated in Zoho Workflow is triggered in Zoho to set lead on a drip series campaign in email provider (mailchim, iContact, etc.) Emails sent are tied to the
Managing more than one accounts database
We have some very different categories of customers and it is not an option for us to merge those different categories of customers in one single database. Indeed, we need to be able to decide on which category of customers we want to work. Is there a way to manage more than one Accounts database and ensure a perfect integrety of each of them?
Selective Links
Is it currently possible to only associate a specific link to individual contact records? Example, we work with both individual customers and business customers. We use dropbox to maintain client files. We would like to see the option to select a single link for that record as opposed to all links showing in every contact: So a business client would have a link: Customer Docs - Business While an Individual client would have a link: Customer Docs - Individual NOT both of the links showing up on every
Making private or team restricted specific items (tasks, prospections, comments)
Typically, if the sales people of a company must access the customers data (Accounts) to do their job, there might be situations when the account related items each sales person makes (comments, task, prospects, etc.) must not be seen by others (stay strictly private) or must only been seen by the members of the group he belongs too (team restricted). Doing this within ZohoCrm is currently not possible. If the account data is shared, then all the account related items (comments, task, prospects,
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