Custom functions email commands not working all of sudden
We have been using custom functions to send email alerts to our admin and our customers. As of May 23, this has stopped working and we are getting errors on our custom functions failures tab saying: error in executing send mail task. Please help as soon as you can as this is how we retrieve quote requests from our leads. This is very urgent and very upsetting!
ZOHO CRM Reports Displaying Incorrect Data
We have tried various ways to view and export reports, but have run into issues with them displaying inaccurate data. We basically only use sales orders and product line items, then export that information. However, say a customer orders with us, when we run a report or export for some of the records it will show an incorrect number of line items, duplicating a line item a couple of times. :-( For example, John Smith orders one "Product A" and two "Product B". In the report it may show that he ordered
Cannot "Save" when editing, creating, or cloning a lead
Whenever I click "Save" I get a message saying :Unable to process your request". So now I cannot enter anyone new into the CRM.
Need ideas: Batch update related products for contact
Greetings Zoho Nation! I'm hoping some of you can point me in the right direction for this. I relate products (wines) to individual contacts when they place an order. However, I also have a monthly wine club that goes to many customers. They receive various wines each month depending on their wine club profile. I have a custom field in the Contact record that indicates the type of wine club and can identify the specific wines that are shipped for this. However, it takes time to go through each contact
PO generation is broken
I've entered vendors and associated products, yet when I try to enter a PO, Zoho fails to populate either the vendor list or the product list if I try to create a PO starting with either a vendor or a group of products that I have associated with a vendor. It's been nearly 24 hours since the information was input, so there has been plenty of time for databases to sync, update or reindex. What's the deal with such a basic business function being broken?? My 14 day trial will NOT convert unless there
Company vs Account in Lead Record
We do not want to use the Company field in the Lead record because it can result in duplicate Account records once the Lead is converted. We would prefer to add the Account record first and then add a Lead record under that Account. The standard Add Lead screen does not have an Account field, so I added a lookup to the Account record. Now I want that Account value to carry over once the Lead is converted to a Contact, but the Account field is not present on the Convert Lead Mapping screen. How
notifications?
I'm not getting email notifications for leads in my crm and new contacts in my campaigns? Thanks
Regarding export data from zoho crm module and import it to dynamodb table (Zoho crm and dynamo db integration)
Hello, How can i able to connect my zoho crm module button with dynamodb ?
complete email campaign
Hi, I'm a new user, i wanted to send an email to my 750 contacts, it worked well except that only 250 emails were sentbecause of my edition limitation. How can i complete my campaign the next day by selecting only the remaining contacts ? Thank you for your help. Regards, Olivier
Call Custom Function as API action
Can i call Custom Fcuntion as API call? i want to call custom function from my web server please let me know feasibility basically i want to track whether the sent email has been read by client or not let me know rakesh
change value field type value
Can I change the field type value of a custom created field? For example, I created a picklist and now i realize that I should have done it as a multi-picklist. Is there a way to simply change the type or do I have to create a new custom field? If I have to create a new field can I (1) copy the values I have already added (do i have to retype each one) and (2) does the deleted custom field count against my 150 ?
Best way to handle multi year opportunities
Hi All, apologies, looked for an answer to this but can't find one...yet I figure can't be the first person to ask this. What is the best to log a 5 year opportunity? I'd like to keep the same lifecycle number as the unique opportunity reference number. Situation is that I'm putting together a proposal that cover the next 5 years, however the client will place an order each year for that year's work, so in terms of revenue reporting against the opportunity, the opportunity is say $100,000 but
permissions/roles/profiles
I'm looking at this page: https://www.zoho.com/crm/help/security/data-sharing-rules.html If the Organization-wide permission is set as Read Only, everyone can only view the other users' records. In this case other users cannot modify the owner's records. So if we have leads set to read only for example, could person A can see person B's lead, but can't change name, contact info, owner, etc, correct? Can person A makes notes on person B's lead. Like if person B is out of town and person A answers
Demo Instances / Sandboxes
Hi I've done a quick search and I can't find any recent (less than a year odd) topics about this. My query is simply - Is it possible to create demo instances of ZCRM or Sandbox versions of my own Instance of ZCRM without having to sign up for a trail version and exporting all metadata across?
^Code needed^New record in custom module with workflow trigger from another module
Hello i want to build a workflow when a certain option in picklist choosed then a new record to created in one of my custom modules. Please if anyone knows the way to help me. THANKKKSSS FELLOWS!
Is it possible to use the automate task to copy value from one field to another field in another module?
Hi, How can I use the Automate task to copy the value of a field in Sales Order module to a field in the Account module? I've tried searching, but don't seem to be able to find the answer or post anywhere. Can this be done in Zoho CRM (we are using the paying version)? Thanks David
Can you customise the dropdown menu?
Hi there The options on some of the drop down menus are not relevant to us relating to potentials. Can I change them? Thanks Jennifer
notifications
hi everyone. is there any way to setup notifications for users. we have about 5 users and what i want is any updates any changes i want everyone to be notified about it.
error 403 Forbidden while adding contacts to zoho crm using api
Hello there, im facing trouble in adding a contact using zoho api's. when i try to send the contact xml through curl in localhost it works, but when i upload the file to a server its saying "403 Forbidden", can anyone please help me.? here is the code $auth="23424829348" $xml = "<Contacts> <row no=\"1\"> <FL val=\"First Name\">". $first_name ."</FL> <FL val=\"Last Name\">". $last_name ."</FL> <FL val=\"Account Name\">Test Bucky</FL> <FL val=\"Sales Partner Name\">". $sales_partner_name ."</FL> <FL
Changing the company's logo
Hi, I have just opened a zoho account and i'm getting familiar to decide wether adopting it or not. I've put a logo for the company, but trying to change it the system freezes. Daniel
how to download the crm app for Android
how to download the crm app for Android
Lead Autoresponder Not Sending all Emails
The autoresponder that I have set up is sending the first two emails, but not the last one in the screenshot below. Many of our leads are not getting the 4th email, even after we wait the full amount of time. Here is a link: https://crm.zoho.com/crm/EntityInfo.do?module=Leads&id=920224000011148017 to an example lead who got the first two messages but not the day 10 survey email. Why is this?
Calls notifications not appearing
Just recently integrated elastix pbx to our Zoho CRM account and last week we were getting calls notifications. Calls pop up appears at the lower right side of the screen. But now there are no notifications at all. We don't know how to resolve this and we cannot find any documentation for this matter in the internet. Please help us resolve this.
Reload My page ?
Hello , Is anyone else getting the notification at the top of the crm every time you click something to reload your page ? Its happening everytime I make a change in module or call out using ring central.
How to save page layout for Account/Contact module in zoho CRM?
Hi, We are using Zoho CRM to build an application. Here we have some custom fields in Contacts, Accounts and other Standard and Custom modules. Here I have created a new module and also added some fields in this. Then I click on Save button. But it is not saving the page layout and giving a very strange error message. that is What is this? I don't get any error like this before. So please help us. Thanks
Showing Error While Creating New Module IN CRM
Hi, We are Using Enterprise edition, there is an error occur while we create new Module, when we save the new module it shows the error An error occured. For assistance, please write to us at: {0} Please help us to fix this error. Thanks
Features
Is there a way to be able to BOLD Underline and highlight within the description of a contact or lead?
Show only subtotals in reports
Hi, I have a database with ~2000 customers, each with a potential sales value. I can easily make a report that lists them by country / region / whatever, and make subtotals. What I want to do is only show the subtotals, ie potential by Europe, Asia etc. I tried "hide details" but this still shows all lines. What I want is a collapse function like excel subtotals. Does this exist?
Who is REALLY good at formula's?
I currently use excel and want to migrate to using a custom module to carry out a calculation. I NEED HELP This is how the formula looks in excel... (I get a syntax error when trying to use formula function in Zoho CRM) =IF(${Affordability.App 1 Basic Employment Income} -${Affordability.Student Loan - App 1}*12-${Affordability.Pension or Childcare App 1}*12+0.5*${Affordability.Overtime, Bonuses, Commission - App 1}<10600,(${AFFORDABILITY.APP 1 BASIC EMPLOYMENT INCOME}-${AFFORDABILITY.STUDENT LOAN
Sales Activity Report
I need a report that shows weekly activity of my sales reps. How many calls, demos and emails were done is what I am looking for.
Document Name Output
Hello , I wanted to find out is possible to change the name format of a mail merge document ? Whenever I mail merge and download the document it outouts as the name of the document. (ex: Back Brace Rx) ,instead of the "lead_Name". This will help keep track of files being faxed. Thank You.
Importing list from Leads to an email campaign
Hi all, I wonder if someone can advise me as I am new to Zoho and learning fast! I have just imported to Zoho CRM a list of 1000 potential clients into the Leads section. How can I use just this list to add to an email campaign in Zoho Campaigns? When I try to sync Leads in the Campaign module, this list is empty? If any one can give me a step by step guide I would be grateful! Many thanks David
Multilingual web forms
Hello, I need to translate the webforms that feed into CRM, how do I do this please?
Can you make a form in CRM
I am working on a PDF is it possible to make this form in the CRM
ZOHO / Outlook
I would like to have my outlook integrate with zoho... how do I do this?
How do I search CRM SalesOrders by Product ID via the API?
Hey everyone I'm using the Zoho CRM API to retrieve SalesOrders, and I want to retrieve the SalesOrders that have a specific Product ID in their line items. A query like this works fine: https://crm.zoho.com/crm/private/json/SalesOrders/searchRecords?authtoken=12345&scope=crmapi&criteria=(Status:Interested)&selectColumns=All&toIndex=200&newFormat=2&version=2 ... but when I try to specify Product ID like this: https://crm.zoho.com/crm/private/json/SalesOrders/searchRecords?authtoken=12345&scope=crmapi&criteria=(Product
Workflow rules and auto-updating fields: Workflow rule not triggering
Hello, I'm experiencing an issue with workflow rules and the auto-updating of fields based on triggers.I have successfully implemented these rules in the past, but now with particular types of fields it does not seem to work. What I'm trying to accomplish specifically is this: 1. A new record is created via web form 2. When a particular Single Line field contains specific text strings (of several different kinds), a checkbox gets ticked I have programmed all the different types of text strings as
Web form response Email sender address
Hi, I have setup a web form so that enquiries from our website go directly in to the system. I also get a system generated email with a listing of the data that has been entered. Is there any way to change it so that the system generated email has the lead's email address as the reply-to address so when we receive the email we can just hit reply to reply to the lead. Thanks.
Reports do not export to PDF properly
It seems that many of the reports (specifically the one I am trying is Pipeline by Stage) do not export to a usable PDF format and I'm forced to export to excel and manually manipulate each time. 1) Page margins are not set up, so that the text runs all the way to the side of the paper. 2) Cannot select page size 3) Columns are evenly spaces rather than distributed to match the width of the data. example :column for number of sales days (3 digits max) is the same width as the column for description
Formula Fields - auto recalculate new formula in historic records?
I have set up a new formula field in a module. If I open an individual record and then click save the formula is calculated. But I have 600 old records that I would like to update. Is there any way I can update them all en masse - i.e. trigger the calculation in the formula field without editing each record individually?
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