Template error in zoho crm
Hi to everyone, 04:26 PM i created a html temp in html5. but when i upload it to crm inventory temp. it does not look as i created. so how can i find the problem and fix it? does anyone on Zoho Team can help me on this issue?
Mass Email from Zoho CRM "From" display
Is there a way to avoid the "From" name in mass emails sent from Zoho CRM showing in the following formats (actual names/domains I have substituted for privacy)?: Received in Outlook: name=domain.com@mailer2.zohocrm.com; on behalf of; First Last <name@domain.com> Received in Gmail: First Last <name@domain> via mailer2.zohocrm.com These changes are a dead giveaway the recipient is part of a mass mailing, even when sending very small batches. Can I instead use our own mail server to send from ZCRM?
How can I see if a workflow is active for a lead or contact?
I've set up workflows and triggers but I can't see any notes on the leads or contacts saying whether the workflow has been activated for them or not. Is there something I am missing? Cheers Rosie
Integrattion with Mvayoo sms
Hi, wish to integerate zoho crm with mvayoo to send out sms in India. Can this be done. and how? Regards Sartaj
Creating a list from string
Is it possible with Deluge to create a List:String() from a string like "a,b,c,d", breaking it down into 4 elements "a", "b", "c", "d"? Thanks Oliver
Zoho Automation : Potentials and Accounts with date field
Hi all, Here is the situation: In Potentials, I have a date field ''CLG - Activation Date''. In Accounts, I have a checkbox ''Active CLG Customer'', a date field ''CLG - Activation Date'' and a date field ''CLG - Deactivation Date''. What I want (I'm guessing I'll need a custom function) : 1) When my account manager creates a new Deal, ''WIN'' and there is a ''CLG - Activation Date'', I want the same named field in Account (CLG - Activation Date) to be updated and the checkbox checked (Active CLG
CTI integration for hosted VOIP system in the UK
I'm trialling Zoho and we're 90% happy with what we can do with it. The final 10% depends on whether I can find a way to get it fully integrated with a phone system. We've not yet launched but when we do we'll have a small number (5-10) of homeworkers and I want them to be able to call prospects directly from Zoho (assuming we do go with Zoho) and take advantage of benefits like screen popping for incoming calls. The phone system itself is not decided, so we're pretty open to ideas. It must be a
CTI click to dial through hosted IP
Hi, i really like the like and feel of Zoho but it's important to me to be able to do click to dial from the crm. Is it possible to have CTI with a hosted IP telecom setup? I understand you can use PhoneBridge but only with a physical PBX system which is old news now considering more and more businesses are using Hosted IP any information would be really helpful Thanks Antony
Website Click to Call
Is there any option or code available to embed a click to call form on our website that will call the visitor from our Phonebridge Twilio connection? Bruce Letterle Red Lab Media
Click To Call
Click to call options really need to be improved. Based on my understanding I need to add a 1 in front of every number in our database to get Skype click to call working. I don't really want to do this. Beside it being a hassel to add a 1, if we did do this, numbers will show like this 1234567890 as apposed to this (123) 456-789, not a big deal but still annoying. Two, I don't wanna use Skype. I personally am using Gizmo5 right now and would prefer to stick with them for multiple reasons. I
viop click to call
i am trying to use a voip phone, but the only choice when clicking on the phone number in Zoho, I just get skype?
Click to Call
Found this link. Click to call product https://www.evs7.com/zoho-click-to-call-cricket-voip-dialer
Is click to call with vonage available?
Is click to call with vonage available? (Instead of skype!
Click to call
I am looking for some information about how to make click to call on a phone number that is in the text of my template.
Skype / Soft Phone Integration - Click To Call - A Solution (work around)
I have spent a few hours trying to configure Zoho CRM to call a variety of softphones. In the end I am going to use Skype and so I can use the inbuilt feature where you click the phone icon that Zoho displays next to phone numbers on some (but not all) pages. But whilst I was doing some trial and error of different options I found a way that may work for a lot of people and is a) very easy and b) free and c) needs no other software / plugins etc So i thought i would post here what I discovered -
Obtain an ID from a Custom Lookup Field (rather than Object Name)
Hello, I have a custom lookup field on Accounts (a_contactlookupfield) that allows users to select a Contact (doesn't have to belong to the Account). I am trying to write a function that sets a field on the Contact "Key Strategic Contact" to "true" if it has been selected in the contact lookup field on an Account. When I test my function in the creator (passing a_field1 as a Contact Id (e.g 123456000001234567) - it updates the "Key Strategic Contact" field. When I attach it to a workflow (triggered
map lookup fields two modules
Hi everyone! I have 2 custom modules "Contenedores" and "incidencias", Both modules contain the field "Cliente" and it is a lookup to "Accounts" module. I have maped some fields with no problem from "contenedores" to "incidencias", but when I try to map the field "Cliente" (it is lookup fields) it doesnt work. Can you help me?? void Untitled_Function55 (int incidenciaID, string email, string refCliente, string Terminal, string Cliente ) respUpdate = zoho.crm.updateRecord("CustomModule4",input.incidenciaID.toString(),{
Event link Account
Hi I am trying to create a field in the Event module that allows me to automatically enter the Account Name for where the event was created. My events, once finalized, automatically send a email with all the relevant information that i need, except for the Account Name. I have tried the code${Accounts.Account Name} in the email template as a work around but i get nothing in return.
Cant change owner, created by and modified by fields on costume module
Hello! Recently we created a costume module to track Service orders after a deal is won, everything is working fine except that no matters who created (and closes) the deal, the service order module always created a service order using the account of the super admin. Here’s the code we are using in a costume function to create the service order and change the owner of the fields we want. The funny thing is that we even created another single line field to paste the values of the owner and it
Rgardign Phone Bridge
Do we have any function of Auto calling for tele-operator in CRM. Can a tele-operator be connected to calls automatically one after another for a given pre defined calling list?
Create a Record in one of two modules depending on the value in a field in the parent module
I have a specific issue. I want to create a new record in one of two modules. The decision of which module will be based on the value in a field in the parent record. The issue is that I run two companies out of the same CRM application. When I get a Potential, it is either for one company or the other. Potential has a custom field named "Which Company?" If it is Company A, I want a new record in the a Custom Module created for Company A. If it is Company B I want a new record in the Custom
Lots of spam getting through in Enterprise Edition
Hi, I am getting lots of spam entries in Zoho recently with lead source "Web x20 form" -not sure what that is. I have captcha activated on some forms & on some of my websites - google invisible recaptcha, but spam is still getting through. Need a solution asap.......
How to remove the IP restriction
I blocked IP address in ZOHO CRM and allowed only 1 IP. But anyhow, my ip address was changed and now I am not able to sign in into my ZOHO CRM account.. Please suggest what to do here..
How do I connect my Zoho CRM account to AdWords?
Hello, Where can I find FAQs, tips for integrating my Zoho CRM with other platforms like AdWords?
How do you link an email to a potential?
Hi, I want to link some emails sent from a contact to a Potential ( I hate the email add-on) , the problem is that it is grabbing all the emails sent by this contact. This contact makes a lot of orders, so sometimes we have 3 Potentials with him and it is getting hard to track emails sent by us to him in order. How can I chose what emails to link for each Potential? SR,
Add Email to Potential, from Gmail, BCC Dropbox or Zoho Mail
Hi, Just signed up and finding a difficult time attaching emails to Potentials. As a previous Salesforce user, would do this by using the BCC email and then adding a code in the email (code included the ID of the Opportunity/Potential to which the email would become associated). I think it was called Email2Salesforce. Can anyone document how to do this in Zoho CRM? I note how to add an email from within the Potentials module, however, this is inconvenient. Many of our sales staff prefer to reply
Could not initiate the mass update. Please try after some time.
Hi, I added a new field to Contacts module. It is multi select field. I created a view for contacts. I wan't to mass update newly created field but I get "Could not initiate the mass update. Please try after some time." error. It's been a couple of days and the error is still there. Regards, Nikola.
Dissasociate A Product From a Deal
I just wan't to know how would i dissassociate a product from a deal which was bind in past. How will i dissassociate that product from that deal with Api.. Please guide me ASAP
What happens to custom fields after trial period is over
Dear Zoho team, We have customized few fields during the trial version of zoho crm and had integrated the website form with the Zoho. I would like to know what will happen to the custom fields when the trial period is over. Also would like to know what will happen to the data that is stored in zoho with these custom fields. Do we have to reverse the process to reset the feilds. Regards Rahul
Share Contacts by Type
I would like to share contacts of a specific "type" field to everyone, without sharing all contacts. ie - I want to share all contacts of type = Subcontractor with the entire team. Is there a way to do this with a script? Macros and Mass Updates do not give the option of updating sharing, and only one person can be the record owner.
"Enter Correct Code" when Entering the Wrong Captcha
Why not put something more intuitive, like "Captcha Code Incorrect, please Enter Correct Captcha Code". Otherwise "Enter Correct Code" could mean anything, e.g., "Postal Code".
How do I ask contacts to update their contact information?
I'm hoping there must be an automated method to ask contacts to update their own contact details. Is this possible? If so, please advise how to do this in CRM. And if there is no automated method, is it possible to create a custom email template to show contacts their current data and ask them to perhaps fill in a webform with any changes? Plaxo and SalesForce.com have this feature. In SalesForce.com, the user clicks on "Request Update" and this sends an email to the contact with the contact's current
How can you remove mailer1.zohocrm.com
How can I remove or hide the "mailer1.zohocrm.com" when sending an email from zoho CRM?
Count deals for a day
Hello all I need to add a custom calculated field to the Deals section. Each Deal has an input date (Fecha entrada). After entering this date I need to compose a new field, called EntradaNumero as: Fecha entrada = Day(Fecha entrada) & Month(Fecha entrada) & Year(Fecha entrada) & "/" & Count(Deals where Fecha entrada = given date)+1 That is, it has to compose the date as DayMonthYear, ad a slash (/) and count the deals entered for thre same date plus one, and assign this result to the field NumeroEntrada.
Remove ALL DEALS option from invited user
I wan't to remove the option of ALL DEALS from the user i 've invited. Actually he can see all the deals which i wan't him to see all the deals. So tell me how would i remove that option from my invited user.
Bind PRODUCT with a Deal with api
Please guide me how can I bind the product with a deal just like we can do this in frontend of zoho crm.. How could it be possible with the api ?
how can we remove related records? (not delete)
how can we remove related records? (not delete) e.g if i want to remove product (not delete) related to account through api how should i do it cant find a way to do it.. thanks
Is it possible to send auto email to online leads?
I had developed a landing page using Unbounce and directed the leads directly to Zoho CRM. I would like to move the lead to a separate folder and lead should receive an auto email. Please let me know if it possible, if yes, how?
Automatically Generate Email Upon Lead Creation
Does anyone know of a good workaround to automatically generate an email to a lead upon creation in the lead module? Our set up triggers an automatic email from our zoho webform, but we recently implemented a secondary landing page through Unbounce which send the data collected from the landing page to Zoho via API. I tried creating a workflow whereby when a lead is created and the lead source is the unbounce landing page the workflow triggers an email (via alert / email template), however zoho
USER_NOT_ACTIVE
I'm able to log in to my account on my computer but when I try to do the same on my phone it tells me: USER_NOT_ACTIVE What can I do to fix this problem, please help.
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