web form not saving leads
Hello, I generated a web form but its not saving my leads. What can i do?
Formula for a value depending on Response in picklist
Hi I am trying without much success to find the correct formula expression to resolve the following:- IF <Value from Picklist field> = 5 then return 35 as value IF <Value from Picklist field> = 10 then return 43 as value IF <Value from Picklist field> = 17 then return 46 as value I then need to be able to use the returned value in another formula field which can have a further expression to resolve IF<Value from Picklist field> = Yes then multiply the value from above result by 2 Your thoughts
Custom Fields in Professional and Enterprise Editions
I'm still in my trial period so I've been switching between the Professional and Enterprise versions to see which one best fits my company's needs. In one of my modules, I exceeded the limit for custom fields in the professional version while I was working with Enterprise, but when I switched back, they all stayed in their places. Does this mean that if I were to go with the Professional CRM, anything custom functions that I enabled while I was using Enterprise will stay even if they are incompatible
IMAP vs. POP email in CRM with Google Docs
We currently are using Google Apps integration with ZOHO CRM using Gmail POP/SMTP. Is there an advantage to using an IMAP configuration in CRM? Any disadvantages? Thanks,
Quotes Total amount is not calculated when Quote is created with API
Hi ZOHO crm users, I have inserted some Quotes using the ZOHO CRM API. All is OK, products are added, but we have an issue with the Total price in the Quote : by default, the total is set to . When I update manually the quote, by example by selecting a Quantity on a product, the total amount of the Quote is automatically calculated, and it is ok. BUT, I have about 4000 Quotes, I will not edit all of them one by one. Any solution to make the Quotes Total amount automatically calculated ? Regards,
sliding scale tariff
Hi, I'd like to know if it's possible, either in Zoho CRM or Zoho Invoice, to custom some sliding scale tariff for a monthly billing process. We've investigate how to set it : - first on a single account, based on its yearly consumption, - then for a groupe of customer, based on the # of subscribers. First support we've got from one of Zoho partner were inconclusive. If there is a simple solution to this issue, I'd appreciate it a lot. Many thanks in advance, Thierry
CRM credit card problems
I lost a debit card and had to get a new one recently. My sites, docs, mail, etc is paid for the year. However, I am unable to change my credit card details for Zoho CRM and I keep keep getting emails saying that payment failed. I can't figure out where to update the payment information just for CRM. Does anyone here know what I should do to change it?
SERIOUSLY need to revisit the restriction of 250 mass emails per day limit
I have a large network that I e-blast to that I simply cannot accomplish utilizing the mass email feature in the CRM. I have to resort to constant contact - which defeats the entire purpose of the CRM mass emailing. Zoho seriously needs to increase this limit significantly or we will be forced to look for a new CRM.
Mails are not delivered to receipts outlook account.
Hi, my leads and accounts which have accounts with outlook do not receive via crm. Although email and yahoo accounts are accepting email. CRM shows that mails have been sent but actually these are not delivered to the account holders. How can I sort out this problem. Please help.
Clients who use outlook portal, do not receive emails?
I have outlook connectivity with Zoho CRM. Now when ever I send email to my leads/contacts, then the clients who use outlook at the other end, do not receive my emails. Gmail or yahoo clients are receiving emails as usual. Although CRM shows that email has been sent. Is it happens because I have free version or anything else?
Multiple Potentials & Related Emails
Hi there, in the case of a single Contact having multiple Potentials associated to it, once you go to the Potentials records each of them show the exact same emails on the 'Email Related list'; all ordered by date Is there a way or something in the pipeline that would allow only emails related to that particular potential to show & not others?
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 they support process the record itself is stopped inserting and they as 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 Ticket
Zoho CRM, Zoho Books, Zoho Inventory Management
Hi, I want to know if you can integrate the following into one - Zoho CRM, Zoho Books, Zoho Inventory Management Thanks
searchRecords -> Events related to a contact
Hi everyone, Here is my problem: I would like to fetch all events related to a contact in my CRM. In order to achieve this, I use the searchRecords function from the API. I use this kind of URL: URL: https://crm.zoho.com/crm/private/xml/Events/searchRecords?authtoken=myTokenHere&scope=crmapi Post datas: criteria=(Who Id:1688544000000132002) Of course I tried some different field name, like "Contact Name", "CONTACTID", "RELATEDTOID", "Who Id", "What Id" and everytime with both contact name or contact
Configure webform for tracking gclid
Im trying to setup the tracking conversion from AdWords to Zoho. The problem is just in webform, because Zoho Documentation says "add the following line code into you webform" "<input type='hidden' id="zc_gad" name="zc_gad" value=""/>" Ok, this is the problem. I cant add a custom line into webform, but I can add a custom element in webform with "name" and "value" fields hidden (screenshot) There is any error? What is the correct way to setup it?
Bug in Leads Mass Update Dialog
I am only using the Leads module in Zoho CRM. I often use the "Mass Update" dialog under the "More Actions" button to update values for specific records. In the past, when I would update the value of a field with a dropdown list, the values would be presented in the order created in the Setup. Recently, this changed and now the dropdown list of values is presented Alpha sorted. This I believe is a bug, as the dropdown list should be presented in the order created in Setup for the field.
Email templates
"Email Template Body" does not appear when editing templates
Chrome extension issue_Advanced Fields
When using the chrome extension and inputting a new lead, all is fine and everything works perfectly...Until one tries to add a 'description' under the 'advanced fields.' After one tries to add any info in the description, we get the ever long 'Processing Please Wait' window.
4834 invalid ticket id
We have an APP and we made a contact form to save leads into Zoho CRM We have crm 4834 invalid ticket id This is our code: public function sendLeadZoho($token, $params){ $xml = '<?xml version="1.0" encoding="UTF-8"?>'; $xml .= '<Leads>'; $xml .= '<row no="1">'; $xml .= '<FL val="Lead Source">APP TECNICOS</FL>'; foreach($params as $param){ if($param['key']){ $xml.='<FL val="'.$param['key'].'">'.$param['value'].'</FL>'; }
CRM EMAIL: Custom Related Lists showing java.lang.NullPointerException
Hi there, Our team is facing the issue when they tried to send emails. Appear an error message: Custom Related Lists showing java.lang.NullPointerException and the message don't send. I need it to be solved. By Chat the attendant never could gave me a solution and they scape from te solution. Please help us...
Custom Related Lists showing java.lang.NullPointerException
Is anyone else having problems with their custom related lists? I have two separate lists that have been tested and deployed into production and are suddenly now returning nullPointerExceptions. These are (or should I say 'were') grabbing information from a remote system and it was returning XML formatted data. The remote system still is reporting XML properly, so I don't have an explanation of why this is happening.
Disgruntled Customer
Can any other customer shed some light on if they're successful in reaching Zoho CRM support and having issues resolved? I've used Zoho for many years with several different companies and many of their products...spending thousands a month with them. But it seems harder and harder to get a question answered or an issue resolved. If I add up my time this morning and my frustration in trying to reach the CRM department, I've cost myself a lot of money. Sometimes I think I'd be better off paying more
SPF record for Zohocrm.com
Hello When i send an email to contact or lead, zohocrm.com domain is used. Wich SPF record must i use in this case ? Thanks for help.
Disable F11
How can I disable the f11 macro?
Workflow or time based action?
Hi, I am using the free version of Zoho for a non-profit organization. I would like to send Emails yearly to the contacts, for example: -Newyear -After a year support -Birthdays -etc Is this possible with the free version or not? Kind Regards Joeri
Confusion about Workflow rule based on date field
I am trying to set some short of automation for pipeline follow up. What I want that if sales person did not make a follow up call to their pipeline since 3 days than CRM automatically create a task for them to make a follow up that client/pipeline. If they actively made follow up than CRM will not create follow up task for sales person. Here how I am planning to do so · I will add a Custom date field in Potential called “Last Follow up date” · When ever a task is completed by
Confusion about Workflow rule based on date field
I am trying to set some short of automation for pipeline follow up. What I want that if sales person did not make a follow up call to their pipeline since 3 days than CRM automatically create a task for them to make a follow up that client/pipeline. If they actively made follow up than CRM will not create follow up task for sales person. Here how I am planning to do so · I will add a Custom date field in Potential called “Last Follow up date” · When ever a task is completed by
Using the Client ID No as a search field
Can you use the client ID No. as the search item in contacts. It doesn't seem to be able to search using that. Any one know how to?
Website Integration - Can not found Sales Orders module
I tried create a form Orders Sales from Zoho CRM>website integration>web forms. But I cannot find it (Sales Orders module) in Zoho CRM>website integration>web forms. Please help me to can create form order sales form website integration>web forms. Thanks,
problem in file uploading
while uploading file into quotes module i am getting the following error. https://crm.zoho.com/crm/private/xml/Quotes/uploadFile?authtoken=".$authtoken."&scope=crmapi file path : http://creatorexport.zoho.com/DownloadFile.do?filepath=/1355384663709_theater-in-the-round.jpg&sharedBy=adithya1&appLinkName=ibanquet-lab&viewLinkName=room_templates_View <response uri="/crm/private/xml/Leads/uploadFile"> <error> <code> 4424</code> <message> Unable to process your request. Please verify whether you have
Fill fields in an account, based on parent account
Hello, We have a number of accounts in our system, some of these accounts are 'child accounts' to other accounts in the system. The child account should have the same address as the parent account. I have created a rule that executes on 'Field Update' - the field is a 'Lookup' field that searches for Accounts and is called 'Parent Account' However, I am not sure what the custom function code should be to find the address details of the 'Parent Account' and then map these to the account that the 'Lookup'
No "Google apps" features in Add-on
Hi Why is there no "Google" (either mail or calendar) under Add Ons? I'm on trial period in the "Pro" version of Zoho. Yossi
How to uploadfile?
I have used the API To insertrecord. From the response, I use the the record Id of the Lead. Now I want to attach a document to the record from my desktop. I get this error '4424Unable to process your request. Please verify whether you have provided proper file. '. I am trying to upload a pdf. I am using C#. I am not sure how to pass the 'Content' as file input stream. Any sample code in C# will be helpful.
Mandatory Column cannot be removed
Hello. Hoping someone could help me. I'm attempting to create a new view under the Activities module and I'm encountering a prompt that says the field I'm trying to remove is a "mandatory column and cannot be removed." The field in question, "Activity Type," is a custom field I created under Tasks. I have tried to change the field to not required and yet I'm still getting the same message. I have even deleted the said field and everything is the same - It still shows up. Does anyone know what I
How I can add Custom Module and its field into my app?
Hi, I want to create app which contains the few custom Module and have some fields and they will lookup with the internal fields of Zoho objects. Can anyone help me on this? Thanks, Parth Shah.
Feeds from other colleagues not visible
Hi! I just setup my company's Zoho CRM account. I have a problem. Feeds from other colleagues not visible. Can anyone let me now is there is anything I might have missed out? Harsha
Not working leads phone export
Hi, I want to export leads phone as the report (to make sms campaign), but when I am clicking export button on the report page nothing happend. Can I export this report or I do something wrong? Best, Igor
Cases Module
cant see the module
Is it possible to link an email sent by gmail to a contact automatically?
I would like to know if it is possible to track some how the emails that you send to clients from another email system rather than Zoho. In some other CRM you send a COO to a certain email so the CRM knows and tracks this emails assigning them to a client. Is this possible with Zoho?
Territories
I'm new to Zoho. I'm planning to set up my CRM so that I can have salepeople over geographical areas and managers who in turn manage 5 of those areas (as regions) and senior managers who in turn manage 5 of those regions. Any ideas on what is the best way to input data so that I don't run into trouble when I want to start incorporating this hierarchy of responsibilities and roles? (I plan to use the postcode of the house as the key reference point for assignment). Another question is, I find
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