Cannot edit my own role and profile
I am the super admin on our account. I am able to change everyone's role and profile, however when I click on my own name I cannot change the role or profile.
GetResponse integration error
Hello! We tried to integrate zoho.eu CRM with our GetResponse account via API but failed to do so. GetResponse said the key was invalid. We contacted GR support and after scrutinizing the issue they learned that ZOHO returns error error code - 4834
error message - Invalid Ticket Id and they were unable to fix the issue on their end. The weirdest thing is that we can integrate zoho.com with GetResponse no problem. However, we really want to have our instance run on the European
how to create a field that is visible in the budget and in the invoice in zoho crm
I have a custom field, "CUIT". Is a text field in the budgets and I want to move it with the budget when I converted it to an invoice. How can I managed this?
Grand Total does not show
Hi, I have a problem from last week. When I create an invoice the grand total field appears empty. I have tried with different templates but it only works with the original one, which it is in english and we need to create the invoice in spanish language. I have seen a lot of comments in the forum about this issue but I do not see any solution. Could you help me, please. As you can understand this is very very important for us. Thanks
Not able to "save" a "new event" in ZoHo CRM
Dear sir, madam, For days now I can't "save" a "new event"; once I click the green "save" button, nothing happens [see attachment]. Please let me know what can be done - thanks, Robert
API Limit Question
Hey Everyone, I have a question regarding the API limits. I've noticed that when integrating the API with our website. The way that I wrote the code calls an API request each time someone accesses the information. If there are only 4,000 request per day and let's say we have 100 active users on at a time then that will get eaten up really quickly. Are there any best practices out there that will only call the API when needed? One solution I can do is just call an API request and get all the information
Escaped XML data within Note Content does not get entered.
I have instances of user-inputted data I would like to be entered into Note Content from the Zoho CRM Developer API. For the majority of the XML data I submit to Zoho, in Leads and Contacts for example, I'm able to escape user-inputted data. I've handled this by wrapping the user inputted data in <![CDATA[...]]>. However, when I try doing the same for Notes, specifically the "Note Content" field, the field comes in blank to my Zoho CRM. I believe this is a bug in Zoho's CRM system.
Outlook Integration - Syncing Emails
We have 3 Zoho CRM users within our company with the potential for more being added later this year. We each have access to all contacts, potentials, etc - we share everything except activities/tasks. Each of us are using the Outlook 2016 integrated plugin. When I receive an email from a contact, often times either one of my colleagues will receive the same email. When this happens, it is likely that we're both going to add the email to a contact unknowing of the fact that the other is doing the
Viewing Google Street view in ZCRM
I am using Zoho CRM for a real estate investing business. Does anyone know if there is a way to display the Google Maps Street view of a property in Zoho CRM?
Vonage Integration
Is there a possible ETA on when integration with Vonage might be available?
adresse e-mail
Bonjour, J'ai créé un champ supplémentaire adresse e-mail Lors de l'envoi d'e-mail est il possible de choisir ce champ plutôt que le champ e mail proposé par défaut par Zoho CRM ? Vincent
iPhone iOS 10 not logging calls automatically
I am having problems getting my iPhone to log any outbound calls. I am no longer getting prompted to log a call after an outbound to a contact in Zoho. Any help?
Mailchimp Integration
Hello, I am needing some help. Does anybody have a recommended source for information on the Zoho-Mailchimp integration. We are working on a system to import large amounts of records into Zoho that will sync into Mailchimp for us to run a mail campaign out of. Let me explain what the process we are trying to implement - any information or advice is appreciated. Import record data base into Zoho Leads module --> use Lead source to ID records that are part of this mail campaign Zoho Leads (specific
Third Party CTI
Hi Support Team; I have a question that, is it possible to integrate 3rd party cti with the zoho crm. I want to implement below cti in the zoho crm; https://elitefwapidoc.ourcontactcentre.com/ipscape The implementation of this elite telecom api is not available in phone gap. Is it possible to implement?
Zoho email templates for multiple modules
Good afternoon, I am trying to find a way to automate follow up emails 2 weeks after a purchase date. I am entering the purchase date in as an activity as the purchase date = event date that we provided services on. We use a scheduling system so this is done manually. The due date for the task is the date of the event. At this point I have set up an automation to email the contacts which have this task on their profile 14 days after the due date of the task. I need to find 2 things (1) how to test
Forgoing duplicate check for leads when using insertRecords method?
I am currently using the Zoho form to catch leads from my website, the form works great but there are a few things I do not like about it, like the old school captcha and it's formatting. Using the Zoho form, if a lead which subscribed previously tries to resubscribe again, using the same email address, the lead is added to the Leads section of the CRM again. Which works great for me, as a previously dead lead might turn to be live again. After deciding to update the form looks and using insertRecords
Trouble with permissions
Hi, In my company I have some roles: entertainer, producerBCN and producerFR Entertainer shouldn't be able to see or modify the records that are property of producerBCN. In other hand, producerBCN should be able to see and modify the records that are property of producerFR. And finally producerFR shouldn't be able to modify the records that are property of producerBCN but have to be able to see them. How can I configure this permissions? Regards,
Zoho email add on for Zoho CRM
I've looked and looked but cannot find this Setup-->Personal Settings-->Email Settings-->IMAP/POP3(Zoho Mail)-->Configure Now. to setup the integration from Zoho mail to Zoho CRM. Am I missing something?
Audit Log
is it possible to delete history in audit log ?
Delete leads but not contacts or accounts
Hi, I want to delete the Leads I have in the CRM but do not want the Contacts or Accounts that have been created to be deleted. I'm assuming that because I converted Leads to Contacts or Accounts that they are identified differently from Leads? Will I be okay deleting all Leads and the Contacts and Accounts will remain? Many thanks for your help, Kelly
getRelatedRecords to get accounts related to Custom Module entry
Hi all, I am trying to get related accounts of a custom module (business partners) entry. Here is the query: https://crm.zoho.com/crm/private/json/Accounts/getRelatedRecords?authtoken={auth}&scope=crmapi&id={id}&parentModule=CustomModule2 But I am getting: { "response": { "uri": "/crm/private/json/Accounts/getRelatedRecords", "error": { "code": 4401, "message": "Unable to populate data, please check if mandatory value is entered correctly." } } } However I can get Tasks
CRM_ERROR_PAGE_500::::EXCEPTION
Hello, When I try to check my 'field updates' (in automation/workflow rules), I get the error shown below: CRM_ERROR_PAGE_500::::EXCEPTION Could you tell me how can I solve it? Is this a bug or is there any way to avoid it and check my configured 'field updates'? In addition, when I go to blueprints and I edit one of them, I'm trying to configure as an 'after' rule to update a field. If I try to associate an existing one, nothing happens. It's supposed that I should see a list with every field updates
Formula to Calculate Fiscal Year Contract Amount
I am having trouble creating a formula to determine the revenue generated for an opportunity within a fiscal year. For Example: ${Opportunities.Monthly Recurring Fees} will generate $2,500 a month in revenue. Fiscal Year Ends 3/31. If contract closes on ${Opportunities.Closing Date}, how much revenue will the opportunity generate between ${Opportunities.Closing Date} and 3/31 of next fiscal year end. The issue I have is determining the number of months between the closing date and the fiscal year
How to restrict users from seeing others data?
We have sales members from different regions and we do not want them to have a view of each others deals/accounts/leads... So, how do we restrict users from seeing others data?
Replacement for Sage ACT!
I would really like to speak to someone about a business that is currently a ACT! Gold reseller that is interested in becoming a Zoho partner and attending Zohoholics next week. Emails to sales are unanswered and the sales phone number goes in to a queue of 1 and dies.
Labels, Labels, Labels
CRM is an excellent program and the features you are adding to it just make it better and better all of the time. However, you are missing a very important part of the program and that is the ability to create and print labels. Not just mailing labels but many other kinds of labels such a price labels, folder labels, etc. I have used the Avery 5160 label for much more than mailing labels and I would like to suggest that you create a program that will let people use that format as the default label.
MAILING LABELS!!!
My goodness...how simple is this...yet remains unavailable. Moderation Update: The Canvas Print View, which also facilitates the formatting of mailing labels, is now available! Learn more here: Zoho CRM to Paper: Design & Print Data Directly using Canvas
Emails sent through Zoho?
Is there a way that I am able to set up my user profile to have a copy of every email I send out through Zoho sent to my email account? Basically, I am looking to be able to Bcc myself on emails sent through the system but not necessarily when only using templates. Is this possible?
How to disable Zoho CRM Right Panel in Tasks?
Hello, I want to remove the right panel in Tasks that showes customer info, Timeline and Conversations. How do i do that?
Is ZOHO going to FIX this issue?
Workflows STOP working because of Layout Rules Let me start by saying that I have already reported this issue to customer service, and I did get the following email reply from Zoho Support Team: "Greetings from Zoho CRM Support. Thank you for your patience. We have checked your requirement from our end and I am sorry to inform that the same field cannot be associated with the Conditional Field and with the Workflow at the same time as this would require two different set of Automations which can
Notify user of a new note on a contact/lead assigned to him
Hello. If I use the @username when adding notes to a contact/lead, will @username be notified of this? If not, is there some other way to send a user a message re a specific contact/lead other than a separate email referencing/linking to the contact/lead? Thanks.
Noticed issue with timezone on calendar event creation in Zoho CRM with custom function.
Has anyone else noticed an calendar event time be off by 5 hours lately? We have several custom functions that use a date and time field to populate a calendar event on a users google calendar. The events are now populating 5 hours later than the time the are scheduled in our custom module. Not sure why this is happening, We have check the code in the custom functions an it was not change we checked the time zone in CRM that is still the same. We checked our calendar time zone that hasn't changed.
Detail section with several fields and records in the deal form
Hello all. I would like to know if is possible to create a detail form with custom fields linked to the deal form, and how. The form will have some custom fields(6-8). The most importants among them are numeric and dates. I will need to create a report where to use those numeric fields to be summarized. Thanks for your answers.
CRM api updating records
Brief background of what I'm trying to achieve: Someone fills in an enquiry form on our website about a specific product. I use the crm api (with php) to insert the enquirer's details as a lead into the crm and get the lead id from the response and save it as $enquiryid. I then insert the product details with a duplicate check into the products module in the crm and get the product id from the response and save it as $propertyid. I now want to update the lead to add the product to the lead. (Easily
site to site vpn
i want to buy zoho crm but we need to site to site vpn because only site to site vpn on intergration accept a software using.
how to implement s2s pixels from the crm ?
HI , while i register a lead to the crm and sent a link in one of the parmas value and want that the crm will handl a s2s pixel, is there any support for the s2s - server to server pixels in zoho crm to use this link and handle it ? how can I do that ? something lik google tag manager or facebook thanks
Quickly sending an email to a cross section of contacts at selected or filtered accounts????
Been using Zoho CRM for about a year and a half now in my Manufacturers Representative company. It's working really well for us. We don't use multiple users, it's a simple database, contact list and we use some basic commission tracking. We are contracted sales agents, representing multiple brands. We sell more than 1 brand to multiple accounts. We have accounts set up, and I've created fields in the account module to sort if an account is a "Target" or "Dealer" for particular brands. I can apply
Associating Leads and Vendors
I'm currently trying out the free version to evaluate if it will meet our needs. I would like to associate leads and vendors. Each lead can be associated with more than one vendor. This is because we need to keep track of which leads have been passed on to which vendors. Is this possible and if so how do I do it?
How to execute workflow after click in email
Is there any option to execute a workflow after click in an email? There is an option to track the emails status (sent, opened, clicked). Could this be used for workflows? thanks in advance, Marco
Process from Quote to Sale?
Hey there, im kind of new to Zoho CRM and trying to use it for our business processes. Till now i'm having a lot of different small problems while trying to rebuild our sales process. Maybe there are some more experienced users who could help me with building our workflow. I try to do it all by myself and spending way to much time into this software instead of making sales. Till now it's not making much easier. The setup process takes a long time and is not easy if you try to establish new workflows
Next Page