Company name in new leads
Hello, I'm a photographer, and my clients are companies as well as individuals. Therefore, some of my leads are individuals (for wedding photography, etc...). In Zoho CRM, the "company" field is mandatory when creating a lead. Is there any option to change that? Thank you.Outlook Plug in - clicking sync tells you to select folder
Hi I have installed the Outlook plugin for Zoho and the add e-mail and create case work fine. When I try to sync tasks, calender or contacts it says, "For Sychronizing Task, Please select the task folder as mentioned in the Zoho CRM Preferences" I click on the Zoho CRM button, then Preferences, I browse to the correct folder i.e. tasks, calender and contacts, I press OK and just end up at the same error. Any ideas. Regard, CraigZoho CRM uninstall not working
Can't uninstall Outlook plugin. It says it completes, but it doesn't. Toolbar is still in Outlook. Please advise. -- MarkNo answer yet, so hereby reposted re. status plug-in
Dear developers, As I didn't get any response yet on my earlier question (dated Aug 27!), hereby the same question again. This is a very important feature for us! What we desperately need: Ability to sync any Account or Contact of which I'm not the 'Owner'. Various team members need to be able to have/share identical contact information within their own Outlook. Can you please let me know when you expect this to be available? My history of postings regarding this important feature: June http://forums.zoho.com/forumHome.do?forumGroupId=2266000000002001&forumTopicId=2266000000009312Error message while log in
I am receiving an error message each time I try to log in. It says "Error while writing log message." If I click OK the normal log in page comes up and everything seems to be working properly. This is version 6.2.5 and Outlook 2007 running on Windows XP.One Way Overwrite Sync of Calendar from Outlook to Zoho CRM
Is this possible? I messed up with time zones and I have to redo the first large sync. I deleted all the mirrored entries in the zoho crm calendar, so all the entries are now only in Outlook. But whenever I sync, even though I set conflict resolution to "outlook wins", I keep getting asked if I want to delete all my calendar items in outlook, rather than importing them all to Zoho. Similarly when I try to "export" they tell me the items have been added already, even though they've been deleted. I'veOld Version Message Box
I downloaded the Outlook plugin and installed it just now. The system keeps telling me that I have an old version and that I need to download the new version. But every time I download it again, it's the same message. I tried clearing my cache and cookies, I tried downloading it in IE7 and Firefox. I also tried downloading it on multiple computers and keep getting the same message. When I click properties on the download, it says it's version 2.11.15.0 - is that the latest one? This problem couldSync outlook calender to ZOHO
I have tried to sync. my calender from ZOHO to Outlook, which work very good, but for some reason I lost all the calender informations in ZOHO calender?? I then tried to make a new sync but I am not able to get the the calender back to ZOHO ??Install problems!!!
receive the following error upon install of plugin: cannot start MS Outllook. The command argument is not valid.verify the switch you are using. However when I open Outlook low and behold there is Zoho toolbar. I login, confg preferences and when I attempt to sync nothing happens. I have already called support and emailed re this issue. I have also researched forums, etc and do not see similar topics. I just paid for this plugin (BTW your company charged me twice) so I hope there will be a response.Problem with "Add email" for emails written in rus
Hi, I've installed the outlook plugin and tried to "add" a few mails to the CRM from outlook. 1. There is a problem with emails written in Russian (and maybe in other languages also). Text of such added emails end up appearing in the CRM as a bunch of meaningless symbols. 2. When I try "add" an email and specify a particular "contact" so that an email can be attached to it, I cannot search through my "contacts" in language other than English. I cannot enter a name into the search field, in any otherContacts with multiple or alternate e-mail addresses
Is it possible to sync an e-mail to a contact if the sender (From: address) is different? In other words, I have a few contacts that have different business and personal e-mail addresses. They sometimes send e-mail from home using a personal account. In other cases I receive e-mail from a vendor (such as a price quote) and I want to sync that e-mail to one of my customers (contacts in Zoho CRM) for tracking purposes. So I guess what I'm asking is whether I can specify exactly which Zoho Contact anNew Outlook Plugin Version? Changes???
When I login to the Outlook plugin, it's telling me that there is a new version, but when I went to the website to download the new version and installed it, it still tells me there is a new version available. Are some of the download links not updated with the new version? Would it be possible to put the version number in the filename so we know which one we're downloading. What about the question of posting somewhere what the changes are so we know what to expect? Thanks, JamesExporting Outlook Contact as Lead to Zoho CRM
When I input a new lead or contact record in Outlook. Is there anyway to send this over as a lead to Zoho CRM? Currently, it sends it over as a contact and not a lead? Thanks, Dave H.Outlook Categories to populate in Zoho CRM?
Currently, I use category fields in Outlook. Is there a way to export or sync this info over to Zoho CRM? Thanks, Dave H.Automatically Link Activity to Contact on Outlook Sync...
I asked this question a month ago but got no response: In ACT, if you add an event or task in Outlook and sync it using Companionlink, it will automatically link it to the correct Contact, Account (or multiple contacts, accounts & products because it has N:N relationships!) Anyway - is there a way to add this feature to the Zoho Outlook Plugin? That way you wouldn't have to go into Zoho after you sync the activity and then have to link it, it would all be seamless. The sync software then searchesError message when clicking on 'Preferences'
Dear Sir/Madam, I just upgraded my Zoho CRM Outlook plug-in, but I'm now getting a strange error message. When I click on 'Preferences' the error message is 'Object doesn't support this property or method' Then I do get into the preferences box (two tab sheets 'Synchronization' and 'Choose Category'. However, the 'Choose Category' doesn't allow for any chooses to be made. I suspect something is wrong there. System set-up: Windows XP Professional Office 2003 Admin rights within Zoho CRM Thank you"Search and Add" in the Outlook Plug-in is not wor
Hi, with the Outlook plug-in, when I try to add an email sent by me I can't add the recipient with the "Search and Add" function: I can search for the right contact and I can select it, but when I click "Add to Zoh CRM" it say "No Recipient Selected". Please help me. I use Outlook 2007 and the 6.2.4 Plug-in version . Thank you, Giordano."Add email" is not working
I updated my Zoho Outlook plugin last week. Since then, the "Add Email" button does not work -- I get an error message that says "Error while adding mail to zoho CRM". Nothing further happens (the add email dialog box doesn't appear). I don't know if this is related: when I click "Preferences" in the Zoho CRM menu, I receive an error message that says "Object doesn't support this property or method". However when I dismiss the error message, the Preferences dialog box does appear. I am on OutlookEmail being sent again and again as i add them to ZoHo!
Hi all, I'm having a little trouble with the ZOHO Outlook plugin. When i select an email in Outlook 2007 (running on Vista Home Premium SP1), i click the button to add to ZOHO. It works fine, but then i notice later that after the emails were added to Zoho, they were also re-sent from outlook, so my customer have been recieveing dupliacate emails dating back to almost a year ago! Is this a common problem? how can i solve it? thanks CC
Access your files securely from anywhere
New to Zoho Recruit?
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
Introducing the Zoho CRM Lead Magnet plugin for Wordpress
In this digital era, websites are the most important source of leads. That means your CRM system should be well integrated with your website to contextually capture each and every visitor to turn them into a lead. Introducing the Zoho CRM Lead Magnet plugin for WordPress. The plugin lets you to: Create webforms using Zoho CRM forms/ Contact form 7 plugin Embed them in your website hosted using Wordpress Automatically capture leads into Zoho CRM with zero attenuation. Not only is the integrationIntroducing VoxPro, Tellephant, Magento, and 7 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 16 more extensions for Zoho CRM in the month of January 2022. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to helpIntroducing 3CX, CallHippo, Pipechat, BulkSMS, Stripe, and 11 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 16 more extensions for Zoho CRM in the month of January 2022. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to helpIntroducing Dialpad, Xoxoday, Elevate, Stripe, and 11 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 16 more extensions for Zoho CRM in the month of September 2021. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to helpIntroducing Exotel, Integrately, Aloware, SanIPPBX and 12 more extensions for Zoho CRM
Telephony extensions We recently released four new telephony extensions. Start making calls from your Zoho products, and receive incoming call pop-ups to get contextual details even before you answer the call. Enable click-to-call and log call recordings
Most Discussed Topics
get file api is returning Junk data
I am working on extension development where at one point I need to retrieve attachments on records I found out I can use only invokeconnection and not invokeurl in extension development The invoke connection returns the image in raw binary format. When
Zoho Developer Community
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
Sticky Posts
Introducing the Eventbrite extension for Zoho CRM
Hello Zoho CRM community, Are you struggling to keep your event registrations and attendance data organized across multiple platforms? Managing this information manually can be a frustrating and time-consuming task, and mistakes can easily occur, makingIntroducing the Egnyte extension for Zoho CRM
Hello Zoho CRM Community, How often do you find yourself switching between platforms just to find and share the right document? Is your team dealing with a lot of documents, making customer-related file management a constant hassle that slows down yourStreamline your sales process with the Kanban Board extension for Zoho CRM
Hello Zoho CRM Community, Are you looking for a streamlined way to manage your sales pipeline and enhance team collaboration? Introducing the Kanban Board for Zoho CRM extension! This powerful tool helps you visualize and manage your sales pipeline, tasks,Enhance Your Marketing Strategy: Unlock Zoho CRM and Mailchimp's Full Marketing Potential with Mailchimp for Zoho CRM Extension
Hello Zoho CRM enthusiasts, Effective customer relationship management (CRM) and email marketing are essential to any successful marketing strategy. However, handling these components independently can be a time-consuming and ineffective process. ThisUnlocking the power of feedback surveys for business growth with the Qualtrics for Zoho CRM extension
Dear Users, In today's dynamic and customer-centric market, feedback surveys are an essential tool for businesses and organizations seeking to understand, adapt, and succeed. They allow organizations to understand customer needs, identify potential areas
Top Contributors
Avinash Devadass
Pranit
Sunderjan Siddharth