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
When should I Convert a Lead?
Hello, I am working to match our company's philosphy with Zoho CRM and could use some advice... When would you want to convert a Lead to a Comany/Contact & Create a Deal. We have a couple different scenarios in our business that I have listed below. Scenario A) Lead has relevance to our business and has the potential to bring us business in the future, BUT there is no current deal on the table being discussed Scenario B) Lead has relevance to our business and there IS a current deal being discussed.
403 redirect to home
Hello, I have mapped an old domain to Zoho CRM. I have many old backlinks pointing to old pages not more existing. It would be great if I could redirect these pages (actually giving 403 error) to the home. I have tried with "301 redirect" tool in SEO section of my dashboard but unfortunately does not work. Anybody knows how to pproceede to a global 403 error redirect? Thank you
403 redirect to home
Hello, I have mapped an old domain to zoho crm and now many old pages are giving an error (403 error) because they do not exist anymore. I would like to redirect these pages to the home, is possible in some way to redirect 403 error to the home? Thank you
MailChimp/Zoho Integration - Best Option for Configuring
Hi Zoho Support, We are trying to integrate MailChimp with Zoho. The first tool we've tried is Cazoomi. I am not sure this is the right tool for us. We do not use Zoho Campaigns. Rather, we use Zoho for Contact and Task tracking. We use MailChimp for our mailing lists. This is what we need to do: In Zoho we have created a boolean checkbox for e-mail opt out (in Zoho). We need to trigger this field to be a "Yes" value if someone unsubscribes from MailChimp The Zoho Email Opt Out field is on the Contact
Emails in Office 365/outlook deleted items folder don't appear in Zoho CRM
I am seeing an issue with the IMAP integration between CRM and Office 365. If I move an email item from my Outlook inbox to the deleted items folder, the item disappears from Zoho Leads email related list. I move all emails to my deleted items folder and use search to retrieve any I need. I never permanently delete emails. I assume this is a bug? According to the helptext this should work:https://www.zoho.com/crm/help/email/configure-imap-account.html When the IMAP account is set up, your sent
Canceling CRM plus and loss of info
Hi Just had a trail use of CRM Plus. Its a good tool but will not upgrade just yet. i have created a survey and want to check if i can still access this survey and the results once i cancel CRM Plus. Also will this effect any information on the actual CRM. Thanks
Not able to get any replies or integrate Zoho Mail with Zoho CRM
First do I need pay to integrate Zoho email with Zoho crm? If not how can I do it!
Synchronize Contacts
Hi, I am using Zoho CRM or contacts but I have to write my E-Mails with Mac Mail (El Capitan). After searching for ages to find a way to use the contacts from ZOHO for my mails I'm very frustrated now. Is there a possibility to write a Mail using Mac Mail and Mac Contacts and use the contact data from Zoho? Yours, Regina
Save filters as a web tab
Is there a way to save some custom filters as a web tab? There are main filters I would like to access easily.
searchRecordsByPDC and Search Column
Hi there! I need to find a record by column Secondary Email. The output I have Invalid Search Column.Check it now. In request searchColumn I passed value 'Secondary Email'. need help, please, thanks!
Undefined / Loading
After adding task inside "Mozliwosci", at the bottom of the company page, it displays this error:, request for help Regards Tomek
Filter error
Hi, I have a report for months. The report brings a month prior to that in the filter. The filter is from April to July but bring March.
Grand total problem
Hi. I have made a Invoice template for CRM. Everything is Ok but Grand Total. All fields are correctly filled, but the grand total does not appear. Could you help me? Thanks Esteban
new crm javascript error: ShowHomePage.do:680 Uncaught SyntaxError: Unexpected identifier
New crm not working and we cant switch to old one.
Can't Map Campaign source from Lead to Potential
I created a custom field in Leads with a type Lookup and the source module of Campaigns. I want to map fields for conversion so the lead Campaign gets transferred to the Potential Campaign Source when converting. However, on the field mapping I am not given the option to map Accounts, Contacts, and Potentials to Campaign Source. What am I doing wrong?
Best approach from a contact form
Hi, Wondering what the best approach would be to automate the process of creating a lead and a ticket from Support? I noticed workflow on Support does not include the Lead module and cant see Support module as an option in Lead worklflow. Thanks in advance Todd
Sharing Tasks between users
We have 2 users and I would like to be able to see both users tasks when signed in. We are both "admins." How can I do this?
Create report for number of times a campaign email is opened?
Hello, Is it possible to create a CRM report for the number of times a contact has opened the email campaign? I know it is possible to sort by who has opened, but we are looking specifically at how many times they have opened each campaign. This information is provided under the 'campaign history' section on the contact page, and has provided us with useful information. But currently the information on how many times they have opened the campaign email is only available when clicking through to each
Related Lists naming convention
Is there any naming convention on related lists? I need to get all the products assigned to a potential, but I don't know what should be de URL for the getRelatedRecords api method, since I don't know how the related list is called. I'm asking this, because the "Stage History" related list name is "potStageHistory"... So, what is the name of "Products" related list? Thanks
getSearchRecordsByPDC Method and searchColumn
Hey there! I need to find a record by column Secondary Email. The output I have Invalid Search Column.Check it now. In request I passed field 'Secondary Email' as it is written in the api. need help, please. thanks
Gmail Integretaion
HI, I just wanted to know that is it possible to send mails directly from google mail and then see them attached to specific leads or potentials? I want to be able to mail from Gmail and the mail should be attached to the particular lead automatically.
Email sync often stops for users for no reason
My users often find that their email sync has stopped seemingly for no reason at random times. They can go into the Emails section of CRM, see that it is days behind, and manually use the refresh there to get it going again. Alternatively they are able to go to mail.zoho.com and manually refresh from there. Has anyone else experienced this? What was your solution? I've contacted the help desk on several occasions and never had a true fix that has lasted for the users.
Company Information Popup
I've recently signed up for a trial of the Enterprise Edition. We're looking to move to the Enterprise paid version but I'm having as issue. Randomly the Company Information popup will come up and ask me to enter our company details which I've done many times. For whatever reason it doesn't save it and 5 minutes later it's back again. It's driving me a little crazy. If I go into Setup > Company Details the only field that's filled out is my email. If I try editing it there it takes me to a page that
all my open and closed activities are no longer showing in accounts page
Hi when i click into an account i normally scroll down and can see pages and pages of closed activities and open activities. Today they aren't showing anything, on each account page under 'closed activities' and 'open activities' it simply says 'no records found'. Please help, i fear all my account historys have vanished! Thanks Nicki
Exporting invoice
Hi When I export my invoice to pdf, the name of my pdf file is the default number of my invoice. I have changed the generation of the invoices numbers ans l would like to name my pdf file with my invoice autogenerated number automatically. Is it possible ? Thank you ! Maider
Error 4820 - API call cannot be completed as you have exceeded the Rate limit
I am getting error 4820 when calling the uri of crm/private/json/Contacts/searchRecords to search for contact. What is the Rate Limit? Please let me know.
unwanted activities
I just created a new lead, then converted it into an Account. After I created it, I noticed that every open & closed activity that has been created by our sales team is attached to this new account. I started looking around, and many of our existing accounts have these same open & closed activities attached to them. It was not this way on Friday. Please help Bob Lanik
Sync Wordpress Users to Zoho Campaigns
Hi Team, Is it possible to sync existing Wordpress Users to Zoho Campaigns? My Wordpress users do not submit a form on the wordpress site so I can't use the standard approach of generating a form to capture the users into Campaigns. My Wordpress users are created automatically via another process and I want to add any new Wordpress user to either Zoho CRM or Zoho Campaigns. TIA, Ryan
Opening Page Display
I want to change the Opening Page Display from Contacts to Dashboard Leads. Cannot find any reference to Zoho Opening Page Display in the Help area. I was able to re-set in the old system but cannot find the answer in the new format. Help please! Induna
What is the best way to troubleshoot inserting a contact via api?
Hi, Is there a log file or something I can view. I am trying to use a third party system that we have already invested in that also works with other companies api's. only difference with Zoho api is that there is this concept of entity name (contacts) & row numbers. Thanks in advance todd
tasks are all appearing in the wrong account
hello all, is anyone having problems with the CRM today ? all my opened tasks are appearing in the last account I created. Thanks
Social Integration
Hello I have Standard Edition of Zoho CRM and would like to use the Social Integration but when ever I attempt to Manage Social Accounts it takes me to a page that says Unable to process your request. I also have Standard version of Zoho Social is there any way to connect these or utilize any features? Thank you
Issue on importing leads
Hi all, I'm facing an issue importing a leads database. This is the error message '' Urgent please Can some body help me. file should not contain more than 1000 rows''
Custom Functions not called from Mobile App
When I create or edit a record on the mobile app, it appears any custom functions I wrote are not being called. Am I doing something wrong, is this a limitation, or any work around?
CRM Support
Is anyone else having problems getting any CRM support today. I am not getting web chat responce and have been cut off from telephone support 4 times and tickets are not being answered today.
Missing leads in Zoho CRM
I have added leads into Zoho CRM and I can't not find them anywhere in our system. I have searched using the search option, filtered the All Leads view to see if I can locate it in the list and it is still not there. I have then tried to re-upload the lead via the import function and Zoho will not upload the lead as it already exists in the system. Please help!
Mapping and routing leads or potential
Hey there, I need information on mapping leads, if that's not possible then mapping and routing potentials, on my pc as well as a ios app for mobile. I did attend a Zoho webinar that featured a third party organization that featured mapping but can't find information on it. Does anyone have information on routing & mapping? Thanks
Barcode image on inventory template with variable field
Hi, I want to show a barcode for every product on a sales or quote inventory template. For this, I want to insert an img with the following source: https://www.barcodesinc.com/generator/image.php?code=Your Text&style=197&type=C128B&width=167&height=50&xres=1&font=3 I need to replace code=your text with a barcode field from products (products.product code). How do I achieve this? Thnks, Maarten
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