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
how to set Approve/Disapprove based on roles??
Hi, I have created function for approve n disapproved and also set in custom action in report. But I'm looking for, this approval should be visible based on roles. I have declared three roles: Manager, CEO and User. So, I just want to enable this approval only for the CEO or Manager. Can any one plz help me. Thanks
Can Zoho CRM and LeadPages be integrated?
Has anyone managed to integrate the two as I am told it is not officially compatible but it can be done. I seem to be going around in circles......
CRM Email Limits
Hi Zoho One of our users has attempted to send out a bulk email today through their Leads and could only send 250 emails. I attempted to send the remaining emails out through my account but was also met with a 250 maximum emails per day limit. We are currenly on the "Old Professional" plan as per the subsciptions page and we have 6 users. From what I have read, we should be able to send out 1,800 emails per day. Are you able to assist? Regards Traxion Training
Make Someone Else the SuperAdmin User in Zoho CRM
Hi - I am asking this question for the second time as I didn't receive a complete answer the first time and do not seem to be getting a response anylonger on the other post (here: https://help.zoho.com/portal/en/community/topic/how-do-i-switch-super-admin-users-in-zoho-crm#2266000006614192). How do I make someone else the Super Admin Users in Zoho CRM? The Zoho CRM account was set-up by me and I am no longer part of this organisation. I have had answers about changing the roles for people. I can
Products
Hi, I 'm doing a migration from Pivoltal to Zoho . Is it possible to import a client - related products ? Thanks Alejandro
Lead Import
I just performed lead import and realized I imported the wrong column for the phone number. What do I do now? Can I import one column...so confused.
I can't see follow or unfollow on leads opction.
How can I follow new leads???
Creation of Custom Function to Closing date -> Modified Time if Stage=='Close Won'
In ZohoCRM I need to Update the field "Closing Date" with value of "Modified Time" if "Stage" contain ' Closed Won', is it possible?
Active Owner Contacts are not showing?
We have active owners set up for various contact groups. All of a sudden, I have a few active owners that cannot see their contacts, but can see others? How does this happen and how can this be fixed? When I open the contact, the active owner is correct.
Role lookup field not working
I'm trying to change the role for a user. However when I click in the field to change the role from "Technician" to "Manager", no input from the keyboard is allowed (I type Manager but no letters appear). If I click on the Role Lookup button, nothing happens. How do I get this to work? (I have more than 2 users)
Outlook Plugin - Website not populated in Account Record
When Contacts and Accounts are created in Zoho from an Outlook contact the website is not populated in Zoho from Outlook. Will this functionality be added to this interface? Will the address ever be copied at some point as well for the Zoho Account from the Outlook Contact?
What would upgrading increase my email sending limits to?
Hello, I have been using the Standard Zoho CRM Subscription for a few months now which until now has been perfect for my needs. However, today I need to send more than 250 emails. I am happy to upgrade my account to the level required to be able to send what I need but I cannot find information anywhere that actually states how many emails your limit increases to with each upgrade. Please advise. Thanks, Sharna
Unable to export a template to PDF using Android 4.3
I am trying to export a job card template to a PDF using a Samsung Android. The PDF does not load as I only get a 'loading' tab in yellow at the top of the page with the bottom export template showing in grey. The PDF does not appear no matter how long you leave it for. Please assist.
Why isn't "Modified Time" updated when adding a note?
Whenever I add a note to a Lead, the "Modified Time" field is not updated. This is causing us real usability problems, because we can't seem to create a view that truly displays the most recent activity. Does anyone have any suggestions as to how we can either get the Modified Time field to work correctly (i.e. update any time new notes, e-mails, attachments, etc. are added), or create a view that lets us sort by something else that will display the most recent activity at the top of the list? Thanks.
Lead detail on product module webhook
Hi Guys, I have leads with a relation to the products module inside Zoho. When a product is added to a lead, I need a web hook to be called with the lead & product details. When configuring the web hook for a the Lead module, there's no ability to access the product module information. When configuring the Product module web hook, there's no ability to access the lead details. Is there a way to access the information on both modules via a web hook? Thanks, David
I created a webform...
I created a web form, its a contact, it integrated into my website fine. I fill it out and two things happen, one i don't get the Auto thank you response. And twp...my CRM shows no contact data, no client data, no lead no nothing. Where is the information being stored and how can I see it. It does not notify the owner, which is what i have it set to do that anyone even asked for contact. I know i am missing a few things and i know they must be simple as this is a basic function but i just cant figure
CSV Lead Import is Skipping Leads. Help?
Hello, I'm trying to import a CSV of leads and I'm getting this error: Import successful The leads that you tried importing from the file 'NAL_Input.xlsx' have been imported successfully! Import Details Total records in file 8 added 0 updated 0 skipped 8 Please use the 'Import History' page to know about the records that were skipped during import and the reasons too. If you are happy with this import, please continue importing more record(s) if any. Why is it skipping? I know they are not already
How can I use one same contact to various accounts?
How can I use one same contact to various accounts?
Unable to purchase Zoho CRM Plugin for Microsoft Outlook
Hello, We are on Zoho CRM Standard Edition and wanting to use the Microsoft Outlook plugin. I was able to download the plugin. Upon trying to login to plugin from outlook, it gives the following message in the pop-up. I went looking for subscription add-ons where I can add this plugin but could not find it under my subscription link. Can you please indicate where do I go to purchase the add-on. We are not looking to upgrade our editions to Professional as we are only looking for this incremental
contacts in one campaign and not in another
How do I configure a report to show me the list of contacts associated with one campaign with a status of "Bounced" AND NOT associated with a second campaign with a status of "Sent"? In other words, I'm trying to list those contacts that didn't get the email and have not been sent a postcard yet so that I can send them a postcard.
The webform appears duplicated.
I have created a web form to capture leads online. My problem is, when i paste the code on my site it appears twice. I have gone through the code several times and everything is in order. What solution could you give me. Im stuck and i need to have it working today.
Error while processing the request! Unable to send message;Reason:530-5.5.1 Authentication Required. Learn more at 530 5.5.1 https://support.google.com/mail/answer/14257 205sm3156982qht.28 - gsmtp
I follow the instruction but it still does not work. How can I send from my own gmail account.
Email Alerts
Website Integration ---> Leads ----> Contact Us -----> Autoresponder = OK I set Automation--->Rules--->Alerts---> Create Executes the Workflow Rule when a record is created in the Leads Module Is Not Working!! How do I set this up to receive an email alert when a new lead is submitted on the website? (this form send the leads to the https://crm.zoho.com/crm/WebToLeadApproval.do)
Emails sent from Zoho CRM not syncing with Outlook
Greetings, I started using the Zoho CRM Plug-in for Outlook recently to sync data from Outlook into Zoho and vice versa. Our organization is currently hosting emails on a MS Exchange 2007 server. Everything has been great, except that emails sent from Zoho are not syncing with Outlook. Emails sent from Outlook, on the other hand, are syncing correctly with Zoho. We use both Windows 7 and Mac OSX operating systems in our organization. I understand that the plugin for Mac has some limitations and is
How do I see emails sent from crm in sent folder in mail
If I send an email from the crm it does not appear in my sent mail folder in my zoho mail account. Is there a setting I need to change.
Wrong translation
Hi, there is a mistake of the field name and title, one correspond to the other. r
help with adding or modifying module
Hi, I am in the sales and service industry - 5 salesmen. 1. Our company uses a transmittal system for our billing and parts department to track inventory and payable/receivables. The closest module to the transmittal is the Sales Order module but it is missing and hides many key elements that are necessary for our company. a. can I build my own module that would look - when printed like the excel sheet that our company currently is using? b. If so, can I have it be self populating
Related fields in custom modules
Hi, I have made a custom module and related it with other modules by lookup fields. I was trying to add related lists but once I run the procedure "add related list" I have response that related lists are not available. Please advise. Thank you, Matthew
Backup that was refreshed.
I just did a back up and refreshed my computer before I received the files. The date and backup shows today on my backup file screen... how do I access them?
Change free user to a member of my subscription
I recently added a user (bward@fatpot.com) to my subscription, and she received the invitation. The problem is that the day before that person went out and created a free account on her own in Zoho. It appears to be blocking her from accepting the invitation. How to proceed?
Sync products/items between Books & CRM not importing stock levels
I have used the Books Connect - Products in Zoho CRM to sync between Books and CRM but stock level information is not being synced - Qty in stock, Qty ordered & Qty in demand are all showing as 0 even though this info is available in Books. In other words there is no sync happening. How do I make it work?
Dashboard chart
Hi Zoho team, I would like to build a chart in my dashboard that shows the amount invoiced over a given period. I also need the the amount my company invoiced since the begining of the year. How do I do that? Thanks, Benoît
linking modules
Hello, I have a module titled providers and I have another module titled practice status - i want the data in providers to update some of the data in practices...can you link modules or have modules feed data to modules? For example, If a practice moved in the address field and I updated this field in Providers, could it update Practice status? Thanks Tricia
How do I edit price book?
I am needing more detail displayed in the price book, and can not edit it or add it. Please help. rob
SYN PROBLEM IN ZOHO CRM AND INVOICE
Hi ! i have created a new invoice , by adding a new customer from zoho invoice , it should be reflect in ZOHO CRM after 24 hours.. but its not displaying in CRM.... using id - hr@bansalclassesdelhi.com but it is showing using this id- info@bansalclassesdelhi.com CUST. NAME - ONKAR INVOICE # - EDINV0047 please check the problem and resolve ASAP.
invoice
Hello ! I subscribed to the Zoho Professional Plan a few days ago, so I can create invoices. I would like to create beautiful invoices like this for my custumers (so with color lines, nice typography, table well organized etc...) Edit : Is it possible ? How can I do ?
how to hide the data based on users in enterprise edition?
i am able to see others records as well in my account. how to hide others data if i log in as my user id?
Mass E-mail
When sending a mass email with Zoho does the recipient(s) know who else is receiving the email...what is the best way to mass email?
Update Account Field Using Formula Or Workflow
I wanna auto fill my account Field in Contact Object... But there is no way through Workflow.... Please Help me as i am New to Zoho Crm
Next Page