Broken Images in ALL Email Templates
Email templates have been going with broken images signs since yesterday. Can't understand why I'm facing this problem. Please, if someone knows why and how to fix it, help me! Thanks. Felipe Amorim
Maps - Mapping Accounts by region
Is there a way to see specific accounts on a map maybe catagorized by State? I handle the entire middle of the country and the only thing I could find is to map one account at a time or accounts that are close to me when using the app. I want to be able to put leads or accounts into a group and see them all on a map online. Frank
Edit Task
I can't edit but delete task in /EntityInfo.do Any help?
Importing Contacts - Says I have too many rows
I'm testing out the free edition and trying to import 980 rows and system tells me that I'm over the 1000 limit. Any suggestions?
Im having problems editing events in zoho crm
I can create a new event, but after is imposible to edit this event, or any other one, to change anything.
Why Products are no longer clickable and can't be edit in associated list ?
Why Products are no longer clickable and can't be edit in associated list ?
Task alerts
I have the free version of Zoho, are task alerts included? If so are they emailed to the task owner? Thanks
Putting contacts into groups
Looking to use Zoho for residential customers, not accounts, and need to put contacts into groups, firstly so I can focus on particular groups, and also email particular groups. Is this possible?
Leads not importing - file should not contain more than 24 869 rows
Please advise: I am getting the following message when i click next file should not contain more than 24 869 rows
"Date Created" field is not available in "edit layout" page
We have lost the "date created" information on the case pages. I went to the modules, then layouts, then cases to edit the fields. "Date created" is no an option under "New Fields" or "Unused Fields". "Date Created" does show up in the "FIELDS" tab of the layout editor but not under the layout tab. Please help, knowing the date and time the case was created is important for us.
Daily report to my email
Is it possible to send an authomatic daily report of my leeds to my personal e mail? if so how do I set it up
How many web forms in the standard edition
Hi, I would like to upgrade to the standard edition but first I would like to know how many forms I will have available. Thanks
As Admin, why do I get "access denied" to reports? I check all permissions and I should have full access
This the compete error message,,,,, I'm using CRM Plus Permission Denied Sorry! You cannot view this report because you do not have the permission to access one or more module that are part of this report. To view the report, please provide permission to access those modules in Profiles and Organize Tabs settings. Also, when I first signed up, I was able to access a live "chat" for help under the "help" tab. Now that option has disappeared. Thanks,
Leads not importing - file should not have more than 24689 rows
Greetings I thought i logged this a while ago and it was held for review, but can''t find it - apologies if its a repost but this is critical to me right now (i see issues logged that are years old and un-addressed which is very disturbing) I looked at my delete box but that does not look full I am trying to upload on another newer, faster computer but same problem. (the attachments box on the right says limit exceeded, but its only I will send you the spreadsheet so you can look at it and find
How do I delete a user?
How do I delete a user? We accidentally added me under the wrong email address and long story short I can not access the group CRM with that email address so I need to delete that user and add me as a new one under a new email address.
Custom pick list field
Hi Can I create a custom field with a picklist and use the same field and data in different modules? Thanks for your help
Alerts in Mobile Applications
Anyone know how I can setup to be sent an alert everytime a new lead is added? Thanks!
Quotes - calculated fireld labels
In the quotes module, during quote creation - a field {quotes.adjustment} is created - im trying to use this is a way of capturing shipping in the quote. i can change the physical label for this in the quote template for printing etc which shows it fine as Shipping, but cannot find where this label (not the field name itself) can be changed in the quote creation module as it still says 'Adjustment'. Any ideas where this can be accessed/changed?
Web Form Link not working
Web Form link failed. https://forms.zohopublic.com/zohosales873/form/Service/formperma/KA0aD4240B46KFDM3FD1GaF94 This link was working yesterday. Also live chat broken.
Zoho CRM Pastel Evolution Accounting API
I am looking for an api to connect Zoho CRM Pastel Evolution Accounting API please quote to develope email sales@paper2digital.co.za
Add Users
I can not add more users because it will not let me put a role in the space required.
HTML editor
The HTML editor requires major surgery that underpins the customisation of invoices, sales order etc. The real solution is to take the basics and put it in a real editor and place it back. Anyway in trying to customise an invoice it only produces one product line rather than multiple product lines and the code is identical to another template that achieves this. very ordinary and very frustrating.
Visibility into hourly and daily limits
Zoho has limits on email alerts, workflow actions, custom functions and other actions but there is no way to see how many you have incurred for the day or hour. Please add the ability to see into my actions limits. It is very restricting to business to not have that information.
Unable to see several accounts notes
Dear Sir or Madam, please check the image below as I can't see the notes in several accounts because is written (for more than 24hours) undefined Loading...
Archive contacts when account is archived
When a company goes out of business or gets acquired we mark it as inactive so that it will no longer appear in our lists. When I do this I'd like all the contacts associated with it to also be marked inactive (but I do not want the association to go the other way, i.e. marking a contact inactive should not make the account inactive). I need the contacts to be marked inactive so that they don't get synced with Zoho Campaigns for marketing purposes. I've tried to setup a workflow rule, but I'm
customer mailing list
I have created a list under "accounts" of active customers from a field that identify who is a customer so that I can send email to that list. However I need to create a list of the customer *contacts* so that I can send mass mailing to this group. Under "contact" I don't have the field that allows me to select who are the active customers, it is only under "accounts". How do I then create the "contacts" list of active customers? Thank you much.
Zoho CRM Android App Error in Tasks
I created a filter that removes tasks that have a status of "Completed". It work perfectly in the desktop version, on the mobile version it shows the check box next to the task item completed check but it still shows up on the screen. It should be filtering out completed task according to the filter that i created. Please fix this error asap. thanks!
[ZOHO CRM API] problem trying to insert a url with params
Im trying to sent this URL in a valid URL field. https://rocket.la/que-tarjeta-de-credito-conviene/?utm_source=blog&utm_medium=post&utm_content=Diario-bsmart-u-20-julio-2015&utm_campaign=Diario-bsmart-u-20-julio-2015 my code looks like: <?xml version='1.0' encoding='UTF-8'?> <CustomModule7><row no="1"><FL val="Content">Diario-bsmart-u-20-julio-2015</FL><FL val="Tiempo">2016-04-13 14:34:58.988000-05:00</FL><FL val="Medium">post</FL><FL val="baseid">ce6f7c76-01ae-11e6-9e0b-0242ac11004a</FL><FL
Email in Zoho CRM - "Conversation View" of Sent and Inbox messages
Hi, I'm looking for a way to view all messages (sent and received) for a specific email message in one place in Zoho CRM's Email tab. I am using a Group address, and therefore have set up Filters in Zoho Mail to mark messages that are both sent from the Group address and are also cc'd to it to the Sent folder (per the answer here https://help.zoho.com/portal/en/community/topic/can-a-group-see-the-reply-of-a-group-email). So it seems like Zoho Mail pulls together all emails with a shared Message-Id
How can I export my leads to excel?
Any help?
Where is the support portal for logging tickets?
Hey there, Can someone tell me why there is no support portal for Zoho CRM users anymore? I know they have the live chat - bur frequently nobody answers, or they don't have the answer. And then there is no way to track progress on problems I've reported. Very strange, when Zoho offers a support package to the end user, they don't have one for their own users. Thanks Zakaria
Passing custom AJAX generated values through Zoho Web Form
Hi guys! We are migrating to Zoho CRM, and one feature that we had with the CRM we previously used was the ability to pass a 'Coupon Code' (that is generated and displayed when our customer website is loaded) through the web form. What would be the best method to pass this AJAX generated coupon code when a customer fills out the web contact form that Zoho creates?
IS thera a customer Portal feature in ZOHO
Hi Team, Do we have a customer portal feature in ZOHO where customers can access their pertinent data such as: purchase order status, complaint or inquiry status, statement of account, loyalty reward status, referral incentive status, etc. Please provide the update. Thanks, Santosh.
Record
I have this table: I am try to connect with a web application with this code: //Initialize connection $ch = curl_init('https://crm.zoho.com/crm/private/xml/Leads/insertRecords?'); curl_setopt($ch, CURLOPT_VERBOSE, 1);//standard i/o streams curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, FALSE);// Turn off the server and peer verification curl_setopt($ch, CURLOPT_SSL_VERIFYHOST, FALSE); curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1);//Set to return data to string ($response) curl_setopt($ch, CURLOPT_POST,
Getting Product Details From Sales Orders
Hi to all, I try to get products details from a salesorder in custom function. I try to use getRelatedRecords funciton but it seems doesnt work for products. Any suggestion? umut.
Formula: Represent the first four digits with a name
Hi, I have a phone number field that has eleven digits. Overtime my customer are placing their number I want a formula field to display what phone network it is. There are two phone networks. For example the number 0917-999-9090 will show Globe Network. Since all numbers starting in 0917 is Globe Network. And for the number starting in 0928 will show Smart Networkk
Alternative way to fetch Potential stage history in a single api request?
Currently, we can fetch stage history of each potential by using "getRelatedRecords" methods, but it quickly consumed our api request limit and it about to reach maximum limit in just a single run. Is there a way we can fetch all the stage history of an organization by a single api request like using "getRecords" method?
Calling using Google Voice or Google Hangouts
Calling in US and want to be able to one click dial through Zoho using Google Voice/hangouts. Can anyone help me on the set up of this? Tried going the route of prior discussions but can't get anywhere. Thanks
Contact notes from another user in CRM are now listed as my notes
Dear Zoho CRM Team, All of a sudden several notes from another user are now listed as my notes. Is there anyway to update who the contact notes owner is? Has any one else notice this issue? Thank you, Thomas Pursifull
Multiple lists independent of each other
We are a non profit organization and need to have two lists independent of each other under a single account. For insatnce we would have a list of potential sponsors and another list of various centers we reach out to. Both these lists serve a different purpose. Can we achieve this? If so how please? Thanks
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