Contacts in detailpage for accounts
Hi, I want to know if I can change the contacts that appear in the top info of the detailpage of an account. I do not mean the table below the account details but the contacts right beneath the business card fields. Kind regards, Joost
No tiene cuenta zoho crm
Hola, gusto en saludar, soy nuevo en zoho, al momento de ingresar en la cuanta desde la app me muestra el siguiente mensaje de error: no tiene cuenta zoho crm, por favor ayudenme a resolver este problema, saludos.
Adding an email to CRM as a new lead
Hi There used to be an option previously to add an emailers details as a new lead. Now if I get an email into my account and want to add it as a lead in CRM I have to go to CRM add a new lead manually and then populate all the fields, which is VERY time consuming. Unless I am missing something, is there a quick way to create a CRM email from my email account (set up on Zoho mail) Thank you Roy
Can't seem to complete basic task management
Hello, I have spent many hours trying to figure out how to maintain continuity of my internal processes since joining Zoho CRM. Currently I use Gmail (Google Apps) for our business. I access my email regularly through the day from multiple devices (phone, tablet and laptop) depending on whether I am in the office or out on the road. For this reason specifically I require my email to be set up as IMAP so any emails I receive that I either reply to or move to my personalised folders needs to be synced
Delete existing Zoho CRM account
Hello, How to delete existing ZOHO CRM account because I have been invited into an other company page and I can not join them because I am already part of the company that I want to delete. Thank you!
Can't get the report I want leads->sales
This seems like a simple one to get, but zoho support is no help or say it can't be done. Here is what I want: I want to know how many leads a sales rep got, and how many of them they sold, in a month. Here is our process: Lead comes in to CRM assigned to manager, who then transfers ownership to appropriate sales rep. Sales rep turns it into a potential, then eventually a potential "sold". I can't even see how many leads a rep got last month, because they turn into potentials so now the leads by
Link CRM and Email
We have a CRM account and added an Email account. We are unable to setup email aliases for the addresses used in our CRM account. I assume we have to link the two systems together, if yes, how to we unify/link the two systems?
Report Chart Disapears
Hello, Typically when I choose a report the upper right exhibits 4 functions as follows: "EXPORT" "SEND EMAIL" "EDIT" "CHART OPTIONS" When I edit and run a new (Summary) report these functions are replaced with the following: "SAVE" "EDIT" "CANCEL" The question, what happened to "CHART OPTIONS"? Also, the chart itself disapears. Please help so I can see charts once I run a new summary report. Thanks,
Marketo-Zoho Integration needed
When is Zoho going to have a direct integration with Marketo? We currently have to use a 3rd party integration, but it cannot sync all of the data between the two systems. (for example, campaigns cannot be synced, Activities cannot be synced, etc).
Deals>expected revenues> read only
I am new to Zoho and am trying to create a deal. The "Expected Revenue" field is showing up as read-only. I am the super-admin and have made sure I have permissions set to read and write. How do I get this to not be read only?
Update Estimates in Zoho Books from zoho crm
Hi I am continuously getting the error message as "{"message":"Invalid value passed for authtoken.","code":14}" when I try to update an estimate in zoho books from zoho crm. I am using updateRecord api method and my code is given below. I have generated new authtokens and checked it it still shows the error response. Need Assistance asap. MY Code : estimate_map=map(); test="data"; json=Map(); json.put("notes", "value_of_notes"); json.put("authtoken","**************"); result=map(); res_test = zoho.books.updateRecord("Estimates",organization_id,"33263000000206819",json);
PurchaseOrders insertRecords
Hi. I'm trying to create Purchase Orders using Zoho API but I'm receiving error message: <response uri="/crm/private/xml/PurchaseOrders/insertRecords"><error><code>4401</code><message>Unable to populate data, please check if mandatory value is entered correctly.</message></error></response> My python code es below: params = {'authtoken':authtoken,'scope':'crmapi','newFormat':'1','xmlData':xmlData} data = urllib.urlencode(params) request = urllib2.Request(final_URL,data) response = urllib2.urlopen(request)
Concatenate fields from multiple modules
Hi I am trying to concatenate fields (lookups) from 2 custom modules. But does not seem to work. Concat(${Categories.Category Name},' - ',${Manufacturers.Manufacturer Name} Both Category Name and Manufacturer name are lookup fields in their respective modules. It works well when I try to concatenate fields from the same module that I am currently in, but provides a syntax error the moment I try to pick a field from another module Can someone help?
question not answered - searchRecords error
This https://help.zoho.com/portal/en/community/topic/searchrecords-api-returns-4600-response#2266000009029711 was set to "answered" too fast, as noted in my reply, when I copied the the url sample I accidentally replaced ? with &. I am including the actual call and response ...I will change the authtoken once this issue is resolved. https://crm.zoho.com/crm/private/xml/Accounts/searchRecords?authtoken=adfab807ce205dd89121e5ad1c0d92ba&scope=crmapi&criteria=(vendorname:Ray%20Antonelli) The reply
Converting a lead via crm api with javascript
I am posting this issue again because my first one was labeled as answered and I am not sure if that means that the people a zoho do not look at it again. My issue was not really answered. So I will post again. I have been trying to convert a lead via the api. This is the error I get: <response uri="/crm/private/xml/Leads/convertLead"><error><code>4600</code><message>Unable to process your request. Please verify whether you have entered proper method name,parameter and parameter values.</message></error></response>
newbie question - Can I create related fields?
Hi All, Sorry if this is completely in the wrong place, but as a total newbie (been signed up for around an hour) I just wanted to know if zoho can do what i need it to do before i invest too much time getting to grips with it...im already on product number 5. I need to be able to record customers payment plans, (amount and due date) and be able to display all due payments on the dashboard. If anybody could point me in the right direction for researching the possibilities of zoho that would be great.
PROBLEM API
Hello, I want use getusers api with url https://crm.zoho.com/crm/private/xml/Leads/insertRecords?authtoken=xxxx&scope=crmapi&xmlData=<Potentials><row no="1"><FL val='Potential Name'>First Potential</FL><FL val='Description'>description of the potential</FL><FL val='Closing Date'> 01/04/2009 </FL><FL val='ACCOUNTID'>631505366</FL><FL val='Email'>test@test.test</FL><FL val='Stage'>asdasd</FL><FL val='boolean flag'>TRUE</FL><FL val='product'>FREE</FL><FL val='Date of Birth'> 01/01/1970</FL><FL val='Mailing
Zoho API Attachment Download Fails
Hi, we are currently integrating zoho into our application, but it seems that I have run into a problem with access. I have full access to everything I am requesting from the API, except when I try to download an attachment. I am able to retrieve the attachment id, and I have been using the same authentication token for all requests. The error I am getting is: Code: 4811 Message: Download failed, you don't have access to this attachment. The error code is not in the API documentation.(https://www.zoho.com/crm/help/api/error-messages.html)
Error when attempting to link Zoho CRM to Zapier
Hello, I am trying to link Zoho CRM to Zapier so I can upload the leads to SendPulse, an email marketing platform. I have done what is asked, input the token and linked all fields. However I get this at the "Test This Step" step. I do not know how to fix this, please help. Thank you. Bargle. We hit an error creating a lead. :-( Error: You do not have the permission to edit this record or the "id" value you have given is invalid.
Adding user to project is broken for us
Dear Zoho Projects Team, Currently we are unable to add employees to a project the system is not allowing us to add a user. When we search for the user it pulls up a record but its in red and states the following : Invalid email address We have emailed support and haven't heard back on this issue. Can you please let us know what is going on and why we can no longer add staff to a project, it has been an issue for use for about 2 weeks now. By the way I just found a workaround to adding the user to
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});
Email from Module
Hi, I hope someone can help me, I'm setting up my CRM and trying the email from the modules, when I click a lead I can only add a another lead in the CC of BCC boxes. For instance I want to email a lead but I want to BCC a contact, I can't. can someone please tell me what I'm doing wrong
bug in exporting user connections data CSV
Hello It seems that exporting users connections is limited to a few weeks even if you put specific date range like one year. Same for display even without exporting. nono
Custom Function not executing?
I followed an example of a total sales rollup from the help files and the function is not executing on the account records? However I am receiving the alert email that I put in as a test? Anyone else been able to make this work?
deduplicate search field
Hi, I am trying to deduplicate my contacts by first name or last name. However Zoho only gives me the options of searching by fields email, phone, account name, or mobile. Is there a place where I can change this to include first name and last name? Thanks, Sarah
Associating Emails with Contacts
Hello: How can I associate an email sent or received from a contact with a different contact? Foe Example: I want to send an email to John Smith. The content of the email concerns another contact, Mary Jones, but I do NOT want to send the email to Mary Jones. I do want this email and any replies to be associated with both contacts though so I can keep them straight within the deals, accounts, and contacts modules. I have looked, but can't find an answer anywhere. Thank you in advance for your reply.
Feeds
Hi, how can I have all the users feeds appear in everyones feeds so that people can see what everyone has been updating, I currently see all mine, some of anothers and none of anothers, I would like it if we could all see what each other is doing, we are all on a level playing field so we don't need to keep anything private
Why your customer service so bad???Why?
I'm a paid customer for zoho CRM and zoho Mail and some problems with CRM and EMAIL FILTER. I launched some tickets and send some emails to your customer service. But your didn't reply me. Crazy. Can you improve your customer service???? I can't work without problem resolved, I have waited more time and so Anger, Damn!!!
Auto-send emails to contacts.
Hello, Here's what I am hoping to achieve. When a contact has a potential created I want an email to automatically be sent out to that contact. Then whenever I move them along the sales pipeline stage probability mapping I want a different email to be sent out to them. How can i achieve this? Thanks in advance!
About Zoho writer
When I use Merge cell,Collapses layout. Why??
Mass update Accounts and Conatct Owner
What is the best way to change the account and contact owners? I have a list in excel with just the account names no contact names and the account/contact owner. Can it be done to just import 2 fields the owner and account/conatct name or will it overwrite all other fields as well to to be blank? Thanks.
Can CRM Plus be synced with Zoho Books and Zoho Invoice simultaneously?
I have a business solution scenario that could be implemented if both Books and Invoice are able to sync with CRM Plus simultaneously. Is this possible?
Automatically CC another user on emails
Hello, We have a user that would like to automatically CC'ed on every email that another user sends through ZOHO CRM. Is this possible? If not, is there another way to accomplish this? Thanks, Mike
Email from Module
Hi, I.m hoping someone can help me, when I email a contact, lead or potential, I can only add a BCC from the same field so if I email a lead from their details in the crm, I can't say bcc someone from the the contact list, how can I do this
Add Account Owner lookup in Potentials
Hi Is there a way to create a lookup to include the Account Owner in a new Potential? When an Opportunity is created by any user we would like it to show the Account Owner as the Owner of the Potential and not the user entering the data. Guy
How do I map fields for a New Task?
I have mapped all the fields for Lead > Acount > Contact > Deal, however I am not able to see where can I map the fields for new task? I want some of the Contact fields to be transferred when creating a new Task. Thank You.
How to associate a Contact with Sales Order (API)
Hi Guys, just wondering how to associate a CONTACT entity with SALES ORDER when creating a new sales order via the API. Is there a specific field which I need to fill in in order to achieve the link? My sales orders are currently linked to ACCOUNT and that account entity is linked to CONTACT. If I view the account entity in ZOHO CRM I can see the associated sales order. Viewing the Contact entity does not have the order listed. Thank you. Martin.
What do I do with leads that I do not want to convert?
What do I do with leads that I do not want to convert? I have several prequalifying questions and I ask these questions from leads. If they are not prequalifed, what do I do with them? Just delete them?
How should I categorize my contacts?
After every conversion zoho crm creates accounts and contacts. Now I do not know which one is customer, which one is prospects and so on. What is the best practice for this matter?
Converting a lead via crm api with javascript
I have been trying to convert a lead via the api. This is the error I get: <response uri="/crm/private/xml/Leads/convertLead"><error><code>4600</code><message>Unable to process your request. Please verify whether you have entered proper method name,parameter and parameter values.</message></error></response> This is the url I am sending: https://crm.zoho.com/crm/private/xml/Leads/convertLead?authtoken=********************************&scope=crmapi&leadid=971240000007521007&xmlData=%3CPotentials%3E%3Crow%20no=%221%22%3E%3Coption%20val=%22createPotential%22%3Efalse%3C/option%3E%3Coption%20val=%22assignTo%22%3Edcrowell@roofscope.com%3C/option%3E%3Coption%20val=%22notifyLeadOwner%22%3Etrue%3C/option%3E%3Coption%20val=%22notifyNewEntityOwner%22%3Etrue%3C/option%3E%3C/row%3E%3Crow%20no=%222%22%3E%3CFL%20val=%22Potential%20Name%22%3ESamplepotential%3C/FL%3E%3CFL%20val=%22Closing%20Date%22%3E12/21/2009%3C/FL%3E%3CFL%20val=%22Potential%20Stage%22%3EClosed%20Won%3C/FL%3E%3CFL%20val=%22Contact%20Role%22%3EPurchasing%3C/FL%3E%3CFL%20val=%22Amount%22%3E3432.23%3C/FL%3E%3CFL%20val=%22Probability%22%3E100%3C/FL%3C/row%3E%3C/Potentials%3E
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