Field Data disappeared and we can't figure out why.
One of our users entered data in a field. It is a drop-down field with several options. On December 18th, the user updated the fields. The timeline only shows that she "Updated Some Fields". She ran a report with the data contained in these fields and downloaded it (proving that the data was in Zoho). Yesterday, the same Accounts were checked and the data in those fields had disappeared. There is no activity in the timeline that would indicate that the data was changed or deleted. Does anyone
Email Subject Lost Upon Sending :-(
Hi there, I'm send emails through CRM, and the subjects are being lost, such that "No Subject" is shown in the Email Section. In the recipient's email, there is a subject, though! Here's a screencast illustrating this: http://take.ms/ScHBz Any ideas? Thanks in advance James
Need to add freight with varying costs to quotes
Hi there, Just upgraded to Zoho Pro and spent the last few days dealing with product entries and adjusting quote templates, etc. I need to add freight to my quotes, but the price will be different for each quote because the machinery I sell is located all over North America and my customers are all over the continent, too. I have created a "Freight" product, but there's no way to adjust the price in my quotes. This is causing a huge problem for me. Am I supposed to keep creating new "Freight" products
Zoho CRM - Multiples of the same products in a deal.
We are currently in a testing phase with Zoho CRM internally. Is there any way to add multiples of the same product to a deal? We have three different hardware products and our clients often purchase multiples. Right now when we sell more than one of the same piece of hardware to a client within the same opportunity we have to create multiple deals to reflect the correct numbers e.g. when there are three of the same product we have to do Deal 1 of 3, Deal 2 of 3, Deal 3 of 3. As you can imagine
When sending mail, save the date in an automation field
Is it possible for my crm to update a date field in the contact record every time I send an email to this contact? The idea is to always have the last contact date by email with this client. So I can make a report with clients that we did not contact in the last month, for example.
Making Reminder field in Events required
I see that the Reminder field in Events cannot be set as a Required field. Is this on purpose, or is it an oversight? I would like to set it as Required if possible. Thanks David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Greek language support
Are there any plans for greek language support in the UI of zoho ?
Zoho Sheet View for Accounts is freezing
I am working on updating a lot of data. Evertime i try to access Sheet View in the accounts module, the program freezes. Hope your working on solving this. Thank you, Boris
Zoho Cases Template
Is there a way to create an 'Inventory Template' for Cases? I'm trying to create a template where I can export certain fields from a Case to a PDF.
When I export leads to excel do they stay saved on zoho?
When I export leads to excel do they stay saved on zoho?
Linking Deal/Potential to Projects
I am unable to link back to the original Deal/Potential when I create a Project and would like to know how to do that. I believe this is a fundamental of CRM - how else can the Project Team know contact / company details if they cannot link back to the original Potential/Deal and Lead via CRM ? Looking forward to a favourable response
How best to send a newsletter
Hi Just wondering how you guys manage the sending of an email to all your customers? I send a series of emails relating to specific purchases by automated processes which works fine. I also want to periodically want to send an email to all my customers. What is the best way of achieving this? I am currently considering adding a field to the contact record along the lines of Contact Status which I can then have "current customer", "Old Customer" etc and select current customers and mass email. Is
Field Mapping for converting Potentials to Quotes
Hi, I'd like to suggest the ability to map fields from Potentials to Quotes similar to the way we can map fields from Lead to Contact or Quote to Sales order, etc. We have many custom fields for Potentials that go directly onto our Quotes. Since Quotes are related to Potentials and you can generate a Quote directly from the Potential it would be great to be able to map the necessary fields instead of having to re-enter them. Cheers, Jim
Tip #5: Discover significant sales insights instantly using advanced filters
The Advanced filters in Zoho CRM are a great avenue for you to dig deep into your CRM to discover important sales insights in no time. Consider the following scenarios: Over the last six months, your CRM has accumulated a great number of leads. You have followed up with most of them but there could be a big deal hidden somewhere amidst the leads that did not respond the first time around. If only you could pull up such idle leads quickly and follow-up again. You have a handful of deals that are
Mailtemplate with attachment becomes plain text on mobile device so images are replaced by text
I created an emailtemplate, with our logo and social media buttons as clickable images. The template also has an attachment. When I send this template the mail looks good in outlook. But on my iPhone 6 it is shown as plain text, so the clickable logo and social media buttons are replaced by hyperlink-text. When I send the same template without the attachment the mail also looks good on my iphone. (How) can I send an emailtemplate with attachment that will not be shown as plain text on mobile devices?
updating record with zrm.zoho.getrecordbyid
Hi all, I'm making an script to catch some data from acount related with a Quote and update the Quote with this data, but I have an erro and I don't know how to fix it. Please, could you herlp me? Thanks in advance The script is: crmResp=zoho.crm.getRecordbyid("quotes",quoteid.tolong()); //respstr=crmResp.tostring(); if(input.dia = "-1") { diapago="Fecha factura"; } else { diapago=input.dia; } terms="Forma de pago: " + input.metodo + " " + input.dias + " dias, dias de pago " + diapago; crupt=zoho.crm.updateRecord("quotes",input.quoteid.tostring(),{input.terms:terms});
PROBLEM SENDING MAIL
Hello i am trying sending email from CRM and i have this problem, and the program dont send me nothing only the message. ¿what can i do? Thanks "could not convert socket to tls ;javax.net.ssl.sslhandshakeexception: sun.security.validator.validatorexception: pkix path building failed: sun.security.provider.certpath.suncertpathbuilderexception: unable to find valid certification path to requested target"
Pop-up linked to a product.
I'd like to be able to create a pop-up or series of pop-ups that link to a product. So that when a product is added to an account then for example, three months later a pop-up will remind account manager to contact the account. Our products require periodical check-ins with accounts so I need to be able to do this. Is there a way?
Display Alert/Limit Ability to Create Tasks based on a "Task Type" Value and Setting to Recurring
Hi Zoho, We have a situation where we want to allow users to create recurring tasks ONLY when the Task Type matches certain values. One solution would be to display an alert to users if the Task Type does not match the criteria (starts with "V") and they want to create a Recurring task. But I see that that Alerts are more email notifications than they are alerts that get displayed to users. The other would prevent them from being able to save if they selected "Yes" for recurring and the Task Type
Different fonts in product descriptions
I need to be able to use different fonts and a small picture in the description of products using CRM and the quote template, where we make the changes in the descriptions of the products and everything is there when we choose to quote that product. HELP PLEASE !
Design Issues - Why do much useless space.
Why is there so much space in between everything on the contacts and accounts screens? Why does the label have to be the same size font as the data? It just makes it a very confusing look. If there is no data fell then there is so much empty blank space and looks bad. Everything is the same size text, mailing and shipping addresses are especially terrible. https://gyazo.com/0e0179aac6a7e7d6ff1e37ee4852f8b2 What about consolidating this information in designing it better? https://gyazo.com/995910907fb976646260f87f3a204c7a
Help with Custom Functions Daily Limit
Hello all, I have written a function that will lookup city, state and county based off a zip code entry however I keep running into issues here. I contacted zoho support and they told me that there is no way for them to look up how much of the limit I have used however I noticed we have zoho enterprise edition and should have at least 200 calls. Below is the code I used and I counted the number of errors I had which is 106 records that didn't get updated. I checked the other 94 records and they weren't
Inserting Quote - Valid Until field does not update all other fields insert fine. Checked format is MM/dd/yyyy
Hello, The following inserts a quote perfectly EXCEPT the field "Valid Until" (date) field is not inserting. There are NO ERRORS being thrown by the API. I have tried the DateTime format also. We have other clients where that works fine but again datetime and Date are failing on this field, I have tried as CDATA as well.... I have confirmed from the UI the Spelling of the field as well as the fact it is indeed a date field (type is date)... <Quotes> <row no="1"> <FL val="Subject"><![CDATA[Amanda+Test+Price+Sheet+A]]></FL>
Cant Access Zoho CRM
Hi, I just paid my inscription and after that, I can't accès to zoho CRM. Here's what I see: What sould I do?
Checking API limit via an API call?
Hi, I was wondering is there an API method or call I could use to check how many calls have been made during the day so far? I am looking at implementing a bulk upload script that would run off a cron job and although I’m sure at present we are hardly use our API limit, as time goes on we might find on a daily basis we are close to hitting the limit and I would like to try and stop the script from running in the cron job if the limit is close to being hit. Is this possible? Thanks for any help
Request for Zoho API developer
Greetings. I am currently in need of a developer that can integrate Vaxvacationaccess, American Airlines Vacations, GOGO and World Wild Traveler to API ZOHO CRM. I can be contacted via email or phone at: 410.960.7577 or ladell@royalexpressiontravels.com
Long / Latitude
Hi....i am trying to put within the Lead fields Long / Latitude in the following format, (40.829998, -73.978955) taken from GoogleMaps, and displays: "Please enter a valid Long / Latitude" What kind of format should i have to use, in order Zoho CRM let me input the valid coordinates? Thanks in advance for your help!
iPhone app - device restriction
Using Zoho CRM with the iPhone app. We currently use IP restriction for security purposes. Is there another way to ensure that Zoho CRM iPhone users can only log on using certain corporate devices rather than personal devices? iPhone users will be on different IPs depending on how they are connecting, wifi or mobile data etc.
4 users in license, only 3 active, can't add new user
Seems to be a bug in CRM Plus Admin Panel I deactivated a user so I could add another. I'm not able to add the new user, getting too many users, limit is 4. but only 3 are active presently. Garret D.D.
How to do Zoho CRM mail merge via Microsoft Word to select group of contacts
I'm new to Zoho and starting to discover that maybe its not as flexible as I thought. But I'll ask this hoping I'm just too new and don't understand how things are done. I want to use my CRM data in Zoho to print our letters, labels, envelopes, etc for direct mail. I have a custom field in my contact records that I use to decide who gets what types of mail. I want to use the field to select the contacts to merge. I installed the MS Word Plugin and got that set up fine. I've created a template
Add compaigns list in the process of inserting/updating contact with API?
We have 2 entities: Compaign (Course) and Contact (Participant) Contact can have relation to many Compaigns, i need to know how i can insert multiple compaigns in the process of updating or inserting new Contact entity with ZOHO CRM API?
Contact Name Lookup
When selecting Contact Name Lookup default view is showing Related Contacts and to show All Contacts we have to make this selection. Is it possible (how?) to switch it so by deafault All Contacts are shown?
Its Possible to create flyers templates in Zoho CRM
Hi, Need to create an Flyers template in Zoho. Its possible to create it? If possible means please tell the instructions to do it. Looking forward reply from you. Thanks
Search of notes results
I saw in a demo that the results of a search in notes only bring back the note title and context within the note, but not the client name or project name or company name. Is this customisable? (I'm not using any version yet, but interested in the free version)
CRM to Zoho Books issues
Hi everyone, i really need some help with an issue. We have 1 CRM account which holds all of our client information and potentials for the entire business. We then have a books account with 2 organisations in it. we have setup the integration between crm and books, no problems there. i am aware that there is a 2 way sync on the 1st organization and a 1 way on everything else. We have setup custom fields in the layout page so we can say which one of our organization it relates to, we can create
Merge Potentials
It would be great if we could merge Potentials, just like we can merge contacts, etc.
modify CRM and Desk Integration
Hello Zoho Team, we want to use the Integration of Desk and CRM. Its good that we see the Tickets submitted in the CRM Profile of our Contacts. But if no Contact found, CRM should NOT create a new contact to put in the info about the ticket. How can we handle this issue? Kind regards
Duplicate records in Calander
Hi I keep on getting duplicate records in my ZOHO and Exchange Calendar. When i send out a meeting to all staff then I have a record of the same meeting for all staff.
Moving events on calendar
When I edit and change the date on an event it duplicates itself on the original date it was set. My Zoho CRM calendar is synced to my Gmail calendar and my Gmail calendar does not have this problem.
Zoho CRM - using Lead data for document mail merge
Hi, I figure out how to create a document and import fields from my leads module from zoho CRM. However, the options to preview and finalize the merge are greyed out. I am a CRM "Professional" user. is there something I am missing. thanks chris
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