change the company role for superadmin
hello, i want to change the company role of superadmin from ceo to cto, but the option of edit is locked, how can i change this ? thanks Rui
change the company role from ceo to cto
Hello, i need to change my superadmin from ceo to cto, but it´s blocked to edit, how can i change that ? Thanks Rui
Web Form in CRM
Give the possibility to duplicate web forms Thanks
Format phone numbers (outside US)
Trying to add a phone number for a company in Europe that is formated +xx xx xx xx xxx Zoho CRM has a built-in field for phone numbers that will not allow this as a valid format? Can somebody please advise on how I may bypass this issue without having to create a custom field? Thanks, Trevor Fletcher
Accessing related items such as emails via custom functions
I have written a custom function which converts a Contact into a custom module (called "Students" in my CRM). This searches contacts by id, uses a map to access the field values of the result contact and populates a new Student record with that information. Then, it deletes the original Contact. So, I go from having a Contact record filled with info, to having just a Student record filled with all the same info. I now need to add some functionality to this custom function which accesses anything
Fetch list of potentials with condition
Hello, I would like to retrieve / fecth the list of Potentials that match a condition (not all). Potentials = zoho.crm.getRecords("Potentials"); But the code above has not restrictions. How can I set a condition that retrieves only those records with the value RunWorkFlow set to TRUE? Something like: Potentials = zoho.crm.getRecords("Potentials") where RunWorkFlow = TRUE; Mnay thanks in advance!
Export CRM report Programatically
Is there a way to script an export of a CRM report to a pdf or csv? I was hoping to automatically have a report I created waiting for me in the morning.
Not getting Email notification for Bounced Email
Hello, We need to get email notification for Bounced email that are sent using Zoho Campaign.We are pushing member status from Zoho Campaign to Zoho CRM in a field 'Campaign Status'. This field is getting updated perfectly, but the workflow rule on updating of 'Campaign Status' is not working even it contains 'Bounced'. 'Campaign Status' updating doesn't trigger the workflow action? How can we get notification email for bounced email? Any help would be appreciated. Thanks Wasiur
Skip two factor authentication
When logging into my account I get a notification about turning on two factor authentication. I think it's great that Zoho offers this, but my account doesn't contain information that is sensitive and it's important that I can login to the site quickly, so I'd prefer not to bother with 2FA. But if I choose either the option to "Skip" or "remind me later" a blank page loads with a long OAuth token in the URL. The only way for me to access the site is to delete the long token and then reload the
Pushing Zoho CRM Tasks to Zoho Mail Tasks
I used the connection to push Zoho CRM Tasks to Google Tasks several years ago but found Google Tasks to be too bare bones to be useful. I have since started using Zoho Tasks as my primary Task Manager on my mobile device (it is ALWAYS where I am) and I would like to have my CRM task pushed out to the Zoho Tasks tool so I don't have separate Task managers. I think I found how to stop the push to Google Tasks as that was easily found on the Self-serve portals of Zoho CRM but I have spent 1/2 hour
Zoho CRM Slow Sending Email with Outlook 365 Integration
We have recently added the Outlook 365 Integration to our Zoho CRM system, however once we have written the email when we click on 'Send', the send process takes a long time. We are not adding any attachments, just plain text with a couple of merge fields. Is there anything that can be done to make this faster?
Intake Forms
Good afternoon, I currently use ZOHO CRM for my lead tracking as well as client conversion. We are wanting to build a client intake form that connects with CRM and can eventually be used to Zap to another system. I have been looking into building it through Zoho Survey, however I am wondering if Forms is the way to go. Here is what I need it to do: -E-mail to lead or send them a link to the Intake Form -Save halfway through and be able to pick it up from another computer/iPad -Associate with
Email Blocked
We recently created a new follow up email to send to leads after our initial conversation. I sent this email to myself and another account to test. This email was marks as spam and now I am unable to send myself emails. How do I remove this block on both email address. Regards Matthew
Password for SMTP server will not be saved in IMAP configuration
Hi, I've configured the IMAP-Integration and later Zoho has synchronised all the e-mails. Super After that I've tried to send an E-Mail but it has not worked. I've checked the configuration and I could see there was no Password for the SMTP Server configuration. I've typed it in again and updated it but Zoho has deleted the Password in the password field. I've tried it many times but allways the sam result. Do you have any ideas for me. I can't send out E-Mail now. Kind Regards Volker PS. Attached
Invalid Characters like \\\\\ getting added after some days, Next line text in description alwaysgets mixed up
Hi, We have serious issues with ZOHO CRM, in Contacts. #1. Description field partial text gets deleted automatically. #2. If we use special character(',",-,;) data shows additional backslashes (\\\\\\\\\\\\\\\\) #3. In Description: After adding data, it changes structure. Eg: If we add 2 paragraphs with 2 blank space between them, it gets updated and shows properly at that time and after sometimes it get mixed up. These are serious issues to be sorted ASAP or else you are forcing us to move
Record insert in account module suddenly stopped working
hence the ZOHO response for past 3 days and doesn't fix it yet.. at first the record was inserting good, but update was not working hence i have contacted support to check and help us for the update process, but when they started their support process the record itself is stopped inserting and they ask me to check with my code which was already working that too with silly solutions like - use " instead of ' and more solutions kinda the same i don't know whom to communicate regarding this issue
importing in Zoho CRM - EU datacenter edition does not work
Hi please assist, we are stuck Functionality Standard functionality is not working Via setup >>> import form other CRM >>> mass-import tasks, calls, events, attachments Environment Zoho CRM - EU datacenter edition (in zoho.com it is all working fine) Situation After importing leads, accounts, potentials we face issues with importing actrivities. See attached CSV with migration results, it can not match with existing contacts even when using the exact same name. Problem Importing new tasks in EU
One field incorrectly defaulting to wrong value
We have a custom function which converts potentials to a live account (cctv site) . One field isn't transferring properly and I can't work out why. The coding is as follows; void workflowspace.CreateCCTVsitesRecord (int potentialId ) Edit Arguments potDetails = zoho.crm.getRecordById("Potentials" ,input.potentialId ) ; mp = map() ; mp.put("CustomModule2 Name",ifnull(potDetails.get("Potential Name"),"")); mp.put("From Potential_ID",input.potentialId); mp.put("Main Stakeholder_ID",ifnull(potDetails.get("CONTACTID"),""));
Can't change a bigint toString
I can't seem to change my "counter" variable into a string. The toString function does not appear in the options of functions available. Any ideas what I am doing wrong? objOffer = zoho.crm.getRecordById("CustomModule1",input.vOfferId); vOppId=objOffer.get("Opportunity_ID"); response = zoho.crm.searchRecordsByPDC("CustomModule1","Opportunity_ID",vOppId); counter=0; for each item in response { counter=(counter + 1); } if( counter < 10) { strCounter="0" + counter; } info strCounter;
New Zoho CRM has problems; switched back to classic until problems are fixed
I have to say that I'm a bit disappointed in the Quality Control with the new UI. Several dashboard views are formatted wrong. I've had to switch back to Classic view until they're resolved. Specifically, we use 100% Stacked Bar dashboards frequently to show % of total. With the new UI, these charts show data in units, instead of %, which makes them useless. [I do like that the new UI shows the data labels rather than making you mouse over to see them; the data's just formatted wrong.] Certain
Permission denied since friday
Hello, One of my colleagues is facing login problems. For zoho.com, permission is denied due to certificate out of date. The other two people who use the solution do not face such problems. Thanks for your help, Mr Asphalt
CRM events doesnt pop alert (reminder)
Hello, I just configurated my CRM calendar to get pop alerts 10 minutes before the event and nothing happens... no alert, no notification... nothing. Regards, Julen
Zoho RingCentral Integration problem with softphone
We set up the Zoho integration with RingCentral. It works great. However, there are times when the operator needs to manually type a phone number into the softphone (for example when a phone number is in the notes field). When the phone number is manually typed into the softphone, the phone call just has a beeping sound instead of ringing through.
Accidentally deleted report
I accidentally deleted a report - sales by sales person. How can I restore this or recreate it? I don't see the Create Report option that was suggested in other posts. Thanks, +Jason
contacts not transfering using outlook addin
I am using outlook addin with outlook 2013. After review I noticed only some of the contacts are transferring. Seems the new ones are ok but some of the older ones are not transferring. How do i get all contacts to sync with outlook?
Product tax calculation is incorrect
Just trying out zoho and really surprised that I find this problem. For invoices and quotes, I add a product. List price £10, VAT (20%) tax is on that product and it puts tax of £2 on that item line. But when it comes to the tax total, it's adding 20% again (an extra £2.40). Something isn't right here. Can you explain?
Office 365 - Old Calendar Events being sent from Office after enabling the plug-inn
After enabling the Microsoft Office 365 Extensions & APIs application, all my old events from zoho calendar started emailing to the participants from within Office 365. As you can imagine this was not good. Has anyone else experienced this? Seems to be an issue with zoho? We are working to sort this out and can't get to the root cause.
How can we sync the "Qty in stock" field (in CRM) with the "stock on hand" field (in Inventory)?
As the question, I have a problem when trying to sync the figure of "qty in stock" fields in Zoho CRM with the "stock on hand" (or "Available") in Zoho Inventory. I tried many different ways... Please help!
Sync stock in hand figures of CRM with Zoho Inventory
As the question, How can we sync the numbers of "qty in stock" fields in Zoho CRM with "Stock in hand" fields in Zoho Inventory? Please help
Search field not working correctly; causing duplicates to be created.
I have reported this problem several times over the last 2 years, zoho do not appear to be interested to check their programming code to correct this issue. I have just tried to search to find a company i KNEW i had, (the default one on the black navigation bar all modules boxes were ticked), it found some notes but not accounts or contacts, in the end i had to use just one of the words in the company name to help find it, which will bring up other results with the same word in the company name,
Zoho CRM organisation id
HI How can i get organisation id of login when iam authenticated through api ? Is there any way for authentication with out application specific passwords ?
Choose which status columns to display - CRM Deals View
At the moment, when you create a new view in the potentials (deal) module, you can choose which columns to display for the 'List view' but for not for the 'CRM view for Deals', it will only show all status columns. We would like to be able to choose which 'status' columns to display in each custom view (for when viewing in the 'CRM view for Deals'). e.g. see attached Thanks
uploadFile method with python
Hello, I am struggling to properly upload a text to a lead. I am using the requests library to post the request. I think there is something wrong with my file stream object or I may be missing some header info. file_stream = io.open('zcrm_%i_example.txt' % lead_id, 'r') params = base_params.copy() params.update({'id': lead_id, 'content': file_stream}) url = json_base_url + 'Leads/uploadFile' resp = requests.post(url, params=params)Here is the response I am getting, it seems that the 'content' keyword
Zoho CRM compatability
Looking to set up Zoho CRM for a small business. Would like to know the following: - Can you use Zoho CRM on an ANDROID mobile? - Can you export all contact details to gmail account from Zoho CRM? - Is it compatible with 'Campaign Activ'? of which we use to send e-newsletters.
data from Account fields do not update in Sales order or Invoice
hello, from the web version, when I convert a sales order to invoice the Due Date do not update on the Invoice. I experimented with the "convert sales order" map field option on the Customization Menu, but this is option is only available for the Custom created fields... This "Due Date" field is a system created field and normally these should map by default, right? can you assist me please?
Creating an event and linking with something
When I'm creating a new event and try to link to somebody or something it just doesn't open the search window. For exemple: I open a new event window, select company, click on the search image and nothing happen. Tnks.
Email 'from' and 'reply to' options not displaying when sending to leads
Hopefully you can help me. I have spent the last TWO DAYS getting bounced around in your support with no solution to this issue. Your template/email revamp is not currently allowing me as an admin to send emails from sub-user/manager email addresses. My user process: 1. Got to send email to lead 2. pop up opens 3. i can select templates from drop down 4. but no matter what template selected, no option for change in send. Emails will ONLY send from my email, there is also no option at all for 'reply
BUG: Zoho 2016 product description changes in Sales Order / Quotation not exporting to pdf (works in old version)
I already contacted your support about this, but have been given very poor support... there's a bug in your new version: When creating a quotation / sales order / invoice in the new 2016 product, if you update the product description, the exported PDF does not contain the updated infornation. To duplicate this: In Zoho 2016 Create new Sales Order Add Product (Line Item) Modify Product Description (add the statement "ADDED FOR VIEWING ON EXPORTED PDF" Save Sales Order Export as PDF See that ADDED
Zoho running very slow for CRM
Hello, For the past few days ZOHO CRM has been running very slow for my entire office. Data is running slow to save and retrieve. Also, the chat system is not working. Please advice. Thank you
Convert Buttons - Custom Buttons question
Hello, I am looking for a simple way to create a button to "Convert" records. To be more specific I need to layout our current Zoho structure. Contacts: Any contact our organization wishes to track. They are not yet established as a 'Lead' and may always remain as only a contact we wish to keep stored within the CRM. Leads: A Contact or Organization that our company has identified to bring potential deals to us. Opportunites (Deals or Potentials): Potential deal or project is now on the table and
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