Captcha not showing on IE11
Hi, The captcha on the form from Zoho is not working on IE 11, and just on IE11 because it's working okay on Chrome and FF. The captcha is not displaying (please refer to the attached file). I used the embedded code option from Zoho Web Form and insert it on my page in WP. Any help would be appreciated. Many thanks.
Mac Outlook 2014
Any plans to support this? I was told somewhere that ZOHO teams use MAC's, but yet it seems MAC's are last on the list of getting support. As more and more companies get sick of the PC down times, MAC is becoming a bigger player.
web to lead Captcha not working on IE
Hi, The captcha on the web to lead form is not working on IE 11, but appears to be fine on Chrome and mobile IOS. I used the </> Embedded code option from the Zoho Web Form in a Weebly Website creator. I didn't find any recent chat's on the topic, so any suggestions would be appreciated. Thanks
Captcha not working on Internet Explorer
The captcha does not display properly on Internet Explorer: http://hydecanyon.com/register/ Please advise asap
History of changes
Hello, friends! Here is a question: can I see the history of changes for fields in Zoho CRM? For example: I've created a contact with "Name" = "1", then my colleague changed name to "2", and then other colleague changed it to "3". Where can I see a history of changing field "Name" ? Kind regards, Roman
How do you get those v-cards from outlook to Zoho?
I have tried the suggested procedure with no success? Anybody has a pointer?
Some questions about Modules and Field Updates
HI guys, I have two questions I have created 2 extra modules but want to associate module 1 with module 2 exactly the same as the way contacts stick to accounts....is this possible??? My second question is I would like to make a rule if field 1 is updated then field 2 also needs to be updated or else the record cannot be saved, is this possible??
See all emails for account
We are looking for a way to see all the emails associated with an account. Ideally there are times when we want to attach an email at the account level not at the contact or potential, but I guess being able to view them all would be a good work around. Thoughts?
Can not select saved email templates
Hello, I just created an email, saved it as a template, it does appear in my Template folder in email. I go to my Leads screen and select people I want to mail, select several, click Send Mail, the Select Email Template screen appears, but nothing appears in the drop down list. How do I get Zoho to use the templates I've created?
seeing received emails
Hi, I've imported leaded into zoho from wufoo, using a CSV file. If I send an email to a lead,using the ( Godaddy) email account that is linked to my account, I can see the email in their record in the 'emails' section. However, if they send me an email, I cannot see that. I can only see what I sent. Is there a way to see received emails as well. Many Thanks for any answers.
Organising multiple contacts under a lead.
Hello, I'm implementing Zoho CRM for a company that calls people as part of marketing campaigns. Our workflow is as follows: We have companies that we want to contact and we have a database of multiple people working there that we want to contact. We want to keep track of our activities with each person individually. Right now, we've tried using a company as a lead, but Zoho CRM regards a lead as a person. How would I best implement our workflow in Zoho CRM without going "against" the design philosophy
Address autofill from Potentials to Quote
I can not find any work around that maps the address information from a potential to a quote or quote to a sales order. It seems I have to enter the information each time one of these is created from the other. Am I missing something, or is this really how the system works? Seems to me that leaves a lot of room for data entry error. That would be three separate times I would have to enter the information for one customer. Can I not create a quote from a potential?
Invalid Ticket ID on Each Custom Function I create
Whenever I execute any of my function It gives me Error of invalid Ticket ID. And the Same Code Is Working fine on my dieffrent Test Account. My Custom Function is : Contact=input.con.toString(); Res_var = zoho.crm.updateRecord("Contacts",Contact,{ ("Account Name") : "Student Debt Center" }); info Res_var; Please Assist me on This ASAP
Zoho Calendar mismatch with Zoho Feeds
Every time I create a calendar event on my Zoho CRM calendar, the event shows up in Feeds an hour before the time that it was set up on the calendar. The calendar and Activities show the correct time but Feeds is always an hour before. I tried the same thing with an all day event and it appeared 1 day before the event in Feeds. What is going on?
Outlook sent emails not adding to Zoho
I have the Outlook plugin installed and all settings set, but emails I send from Outlook are not being added to Zoho. Do I need to do anything special for this to work, e.g. send with special function, as I assumed just using Send button on email would work? Thanks, Chris
How To Change The Disposition Of Lead
How can you change the disposition of a "dead lead" that has no value? The goal is to be no longer populating in the "Open Leads" section.
Automating a 90 Day Follow Up Cycle
I run a business-to-client (B2C) business model. I would like to nurture my client relationships by calling my existing clients on the phone every 90 days from the date they become clients. How can I automate this?
Como cambio el crm en espanol?. how can i change the crm´s menu on spanish?
Buenos dias necesito cambiar el crm en espanol ya que mi personal no habla ingles? Goodmorning i would like to change the menu of crm in spanish, how can i do^. thanks sincerly Enrique
2 Tax boxes in product Details
When adding the products to a quote/SO/or invoice, there are two tax places: 1 per likne item and 1 overall. This is confusing for some - is there away to remove one of them if so required?
Email Issues/Observations
When you have the email integrated in to CRM, a few issues: 1. Writing an email then clicking on another module just goes to that module, losing the written response (if you hadn't sent it) (see point 2). This behavior does not happen when you click the Document module - a warning pops up. This should be the case for all interactions once writing an email. 2. Zoho mail (for that is what it is) in CRM does not auto-save drafts, like gmail. If the above is broken/does not work, then users will lose
BCC Dropbox to a Secondary Email
Hello, If I send an email to a lead or contact and the email in Zoho is listed as their secondary email address, I am not receiving the email history in the Zoho lead or contact. Can you tell me if BCC Dropbox can do this? If not, is there some other option other than creating multiple leads/contacts, one for each unique email address? Thanks, G
I imported the wrong column for phone number, what to do now?
HElp!
Record of a field change
It is possible to have a record of the old value when a certain field changes. In act the field was setup with history so if the price field changed you would have an audit trail of who, when and what the old value was.
Closing Open Activities
I have created some open activities and wanted to delete one of them. I click on the Del - and it shows 'Loading" in yellow, but nothing ever happens. What is the fastest way to delete an open activity - especially if we end up with a duplicate that needs deleting?
Sending Bulk Mail
Hi Zoho I am having problems sending 350 emails to our leads. We are on a Professional package and from what I have read we should be able to send this amount of emails in one go. However, yesterday when we tried to send we were stopped at 250. Are you able to advise why this may be the case? Regards Traxion Training
attendees are not included in CC information
Please see this video http://www.youtube.com/watch?v=K0r1tDoQLks In it you'll see that you cannot tell that other people are invited to the same event... this is POOR practice and needs to be fixed by using CC info or indication of who else has been invited. Dennis Daniels
Error Workflow - Call Custom Funtion
Dear Support, I have some trouble when deploy code custom funtion in workflow, although it's working normally on Monday. I think cause is module can't update field, I tested code but it's not error. I need finish it on this week, can you set up remote session on this week? Thursday (25/06) : 5 PM Firday (26/06) : 9 AM Firday (26/06) : 3 PM My Skype : hientam1207 Cellphone : 0908 833 144 Teamviewer : 605 402 329 / 6811
Lead related list to Product - created date of adding product
Hi All, Is there a way to get the date stamp of when a related list record (between Lead & Product) was added? I can see the dates the products were added/modified, but not when the lead had the product added to it. Thanks
uploading files
I have uploaded records from an excel spreadsheet. Most of them uploaded, but there are some that were 'skipped' for some reason. I am wanting to go look at the skipped ones, so I can get them uploaded. How do I see which ones were skipped?
CRM Search should also include Unapproved Leads
At present the CRM search is excellent and searches all the modules BUT it excludes UNAPPROVED items. This is not helpful since one needs to find a record and my UNAPPROVED list has more then 1500 records - how can I find such record without a search facility.
Zoho CRM using Mozilla Firefox.
I'm trying Zoho CRM with Firefox, but on my Home tab, where I have my Pipeline component I see 'Plugin Needed' instead of the usual graphic... However, I do not know which Plugin is needed... Can anyone point me in the right direction? Russell.
Convert multiple leads into accounts
I have lists of leads with multiple companies. How do I convert ALL of them at once into individual accounts.
Mass convert leads
Can I mass convert leads? No need to create potentials... At the time of mas conversion, I would need to map/set the contact status to SOLD.
Convert leads into contacts mass update
hello zoho I would like to Change select leads into contacts all at once is there a way to do this without entering all of the information over again in contacts. what im asking is is there a way to go down my leads section and pick which leads i want to convert removing them from leads and storing them in the contacts section?
Mass Convert to contacts
Is there any way to convert a lot of leads at one time?
Date/Time Event and Field is off
We have had issues with the sync to Campaigns giving the wrong time when put into an autoresponder. ( When I insert a metatag with a date/time field into an email, it is off by an hour atleast every single time. This has created multiple issues with our clients.) We have been working on that for months and still not resolved. Still waiting for a repsonse. Now we have a bigger issue: When we create an event and invite someone to the event, they receive an email inviting them. The email itself says
iPhone CRM Event time
When adding an event on the iPhone the time is 1 hour advanced - for example if you choose 7pm on the phone, the CRM web site shows this as 8pm. The correct time is on the iPhone and its datetime settings are set to automatic - we have checked the time zones of the CRM and iPhone and they are both GMT. We have also tried this on an Android and the time is perfect. Is there a setting we are missing?
Importing Contact information, compiling multiple values into 1 field
Hello, I have been using the import contacts feature, via .csv file and it's working good. However, it would be very beneficial if I could compile 2 values into one field in Zoho. An example of this is first and last name. In the default contact information section, although it is importing first name and last name as separate values, once it's imported, it's showing first and last name in the same field, on the same line. I am using the import contacts feature to import orders from our website.
Need help on event creation with participants
Zoho Team, We are trying to create and retrieve Zoho CRM Event using REST API. Can you please guide us on the following , 1. Adding participants on creating new event (Sample XML Request). 2. Get participants acceptance status for a n event (Sample URL) 3. Send notification email when a Lead is related to a n event . Note : We have been successful on creating / retrieving an event using REST sample provided in the link below , https://www.zoho.com/crm/help/api/insertrecords.html#Events
Web hook related list
Hi, Is there a way to trigger a web hook when a related list (Products) has a new record added to it from the Leads module? Thanks
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