reset customizations
Hi If anyone can help would really appreciate knowing if (and how) I can reset all the customizations to the default as I have been trying to set up a new account and have made some errors and it would be easiest to just wipe and start again. Many thanks
IMAP Sync Should notify user when it breaks
Every time a user changes their outlook password, their IMAP sync breaks. Emails just stop syncing, but on the user's end, and on the admin's end, everything looks like it is still set up. Is there any way that Zoho could notify a user when their sync
Convert Lead to Contacts, what about the linked custom module data from the lead?
I have the following problem. I have a custom module( e.g. samples module ), which is connected to the leads module. In the backend I am able to create 'sample' records, no problem here, but When I convert the lead into a Contact I want to take the 'sample'
error changing account owner
Hi, After I select the new owner, and click the "ok", a error message appears, saying it´s not possible to the action that I required. But all the account data disappear. After that I go to the other user account (the new owner of the account), and some
Where is the Timeline data stored?
And for how long? The Audit file does not include the timeline information and the backup of the entire database does not have it (that I can find, anyway). Please help. Eric Duchinsky Moderation Update(11 July 2024): We have extended the timeline data
Zoho Webform suddenly not working on our website
Hi, I have 20 different web forms on our website to capture leads, we create the webform via developer space > webforms in Zoho CRM. I copy the Source code and input this into our wordpress site. For some reason, these forms have stopped working. If a
Full Time Zoho Developer/Implementation Specialist Required
Hello all, AXIS Integrated has an opening for a full time Zoho Developer/Implementation Specialist. While we are based out of Toronto, Canada, we have clients located throughout North America. My company is a virtual company meaning no need to come
import past emails into Zoho CRM
Can I import past emails from my gmail account into Zoho CRM so I can see my correspondence record with a person? thanks!
Convert custom module entry into Deal
We're using CRM to manage real estate transactions, and currently use the leads module as it should be for clients. However is it possible to have a custom module (let's call it "offer") that can be able to convert to a deal? It would only need to map
Option to convert "Closed Won" Potentials to Sales/Purchase Orders or (better yet) to a new "Current Business" module.
As "Potentials" implies business to earn, once it's earned or lost we have different requirements for that data rather than having the backlog choking up current potentials that we're tracking in the sales funnel. To keep "Potentials" cleaned out, we
Template with two different tables?
Hi all, I created a template for quotes with two different tables. The first table is working finde displaying product name and product description. The second should show product name, quantity, price and overall price. But it shows the same data as the first table. Can Zoho render only one table? This is the non working code. <table border="0" cellpadding="3" cellspacing="0" style="font-size:10px;" width="100%"> <thead> <tr> <td style="TEXT-ALIGN: center"
How frustrated are you with Zoho?
For the life of me, I can't figure out why Zoho customer service/support for their paying customers is so poor. I understand there is a language barrier but, I really don't get why the service is so bad. I have tried calling, using chat and emailing multiple times and all I get is a boilerplate response like check out our website for help.
How to use schedule calls??
Even the overdue sheduled calls are automatic closed after de date/time due?! Am I missing something here? Trying to edit those scheduled calls I can not change it status or call duration??! It is basic on a CRM system schedule, postpone, confirm scheduled
I want to intentionally delay one process in one function.
I want to get the message_id from the content notified by deluge's posttochannnel immediately with cliq's api and have it stored in cliq's database, but the success rate of saving to the database is low. Since the cliq api is executed immediately after
how do i mail merge a Zoho Document using zoho crm workflows?
I am using Zoho Docs and have created a document there. I am also using Zoho CRM and I have workflows there. How do I achieve the following: at a certain point in my workflows, I would like the CRM to automatically email a Lead the above mentioned document, with certain fields in the document filled in based on information in that Lead's record. So in a nutshell, it is a mail merge but it is being run by the CRM work flow rules... how do I achieve that? Thanks!
Address fields for Contacts and Accounts
We need the same two sets of address fields (e.g., one set for Billing/Physical Address and one set for Shipping/Mailing Address) to appear on both the Contact and the Account form. 1. Not possible to map these fields from the Account form over to Contact?
Generating a report based on specific field change
Hello, I need to generate a report that will only include records that changed in a specific fields. Is that possible? Let me describe the use-case. In Leads module we have a field called "Lead Status" where there are few status that inform us what is
CRM API name for Salutation
Hi, I'm trying to ge the Salutation field from the API. This is the "Mr, Mrs, etc... attached to the Firstname field. But I can't find it in the available API name for contacts. Where should I get it ? Here the CRM Contact form And the list of API name
Custom Button
Is it possible to hide a button until a certain field is updated?
HTTP 400 Error when using API
I got http 400 error since 9/1, I double confirmed that getRecordById and getRecords work well , but insertRecords and updateRecords not. I know API 1.0 will be sunset at the end of 2018, but API 1.0 should works well now as I didn't get any update information about API protocol change. It has a huge impact to our daily operation. When will the hot fix be done ? Response : {StatusCode: 400, ReasonPhrase: 'Bad Request', Version: 1.1, Content: System.Net.Http.StreamContent, Headers: { Transfer-Encoding:
Estimate Replies
Am I missing something? How do I get replies to estimates and such to go back to the Sales Person who sent it? Every estimate reply, acceptance, etc.. goes to our general email which goes to me(owner) and the Office Manager, which we then have to forward
Search cases by case number
I think, it's a good idea, to add this kind of feature. When I give to a customer a case number and escalating it to another person, then later a customer can ask about case status by it's number.
Unicode / UTF-8 Support in Zoho CRM
Hi at Zoho, I see that I can enter non-Latin characters in Zoho CRM, and they are obviously stored and displayed correctly after having been entered. But when I want to export records with non-Western characters from Zoho CRM, they turn out as gibberish in Excel or my text editor. So, here come my questions: 1. Is Unicode data stored correctly in CRM? 2. Is there a way to import/export Unicode data with non-Latin characters into/out of Zoho CRM? 3. Are you working on full Unicode export support for
Unique email link
Hi, We just migrated to Zoho CRM from Lotus Notes, and one thing that we're really missing is the ability to share a link directly. This means that I can share a link to a colleague which would take them directly to the mail in question. I found no ways
Improvement Idea - sort of search field columns
A feature that would be very useful to making the search function more powerful would be the ability to sort the results of a search by the column headers. Say I search for "Stapler" under products. I see a list of all staplers, but how is it sorted? What if I know I am looking for the cheapest stapler? If I could sort by the column "Unit Price" then this would be an easy task. Please add for consideration in future improvements.
Layout and Field Permissions are not working.
I've set one of my Layouts to only be viewable by "Administrator" profile, but all profiles are able to access that Layout. I've also changed the setting on certain fields to "Don't Show" for certain profiles, but they still show up for those profiles.
Why do some Lookups show up for report filters and not others?
I have two Account Lookups on the Deal object and want to filter a report based on the value in one of them, however that field does not show up in the field drop down when creating the filters. The other Account lookup that I do not need to filter DOES
"Composite API" - How do I tie responses to the request
In the composite API, I see the ability to batch requests, and tag then with ids ("sub_request_id": 1). In the batch response, I do not see a reference to the sub_request_id. How do I tie a response to the specific request in the case? I see the ability
Header Line in Quote product rows
I believe this is an essential feature that Zoho should provide us, when adding products we want the ability to add titles for our product, in quotes: The Solution/Category Title Product1 Product2..... and then it would show the sub-total of that title
Show the notifications tab in the Projects view
When browsing through the CRM > Projects module, the essential notifications tab does not show. Given the importance of this panel for Projects users, it is definitely needed to achieve a one-place-to-go setup.
Anyone else having a sorting problem in reporting?
Right now my reports sorting doesn't work - Asc or Desc in the column headers just doesn't do the right thing. It essentially scrambles the whole list of items. Zoho told me to just "make a new report" so I did that and the same problem continues to exist.
Price Books
I know that as an Administrator I can set permissions by profile to the Price Book Module. My question is, can I restrict access by role to the different created price books. Example: Price Book - CS > Accessible only by CS security profile? Price Book
Remove underline of link in templates and signature
Is there a easy way to remove the underline of links in templates and signature in CRM? Thanks, Katie
Zoho CRM users that Spend a lot of Time in their Cars
Hi there, I spend a lot of my time in my car commuting between meetings and I have yet to figure out a good solution for accessing Zoho contacts while driving so that I can make calls on the road. I have Apple CarPlay and it does allow for RingCentral
Sending email from Potential does not update modified time
I am used to sort potentials by modified time. Sending email is definetely a time of operation that "touches" potential. So it must update modified time column so that potential sorting is right. What do u think on it, dear Zoho developers? Regards, Max.
CRM Charts - Underlying Data
If I have a chart on my dashboard and click on it, the information shown is very limited. Is it possible to customise what fields are shown on the underlying data?
Mail Merge and Multiple Contacts or Accounts
Occasionally, we need to print a list of contacts from an account or a list of accounts of a particular type with contact information and addresses. I would like to set up a mail-merge template that does this, but I can only get it to produce one contact
How to attach a pdf in an email - Zoho CRM
Hi, I have a campaign to request for a whitepaper and I want to link to that whitepaper pdf in the thank you mail I send. Unfortunately I do not understand how to do this, and were I need to store that file so that all people can access this pdf. Should
Can an opportunity have multiple owners?
We have salespeople who team up on an opportunity and will split the revenue. I want it to show up in both of their pipelines/funnels. If there is another way that I'm missing, please let me know. Thanks
How to add developer not user in zoho crm not sure may be from zoho one
Hi, I am trying to add developer in our crm; but can't found the option . Willl you please help or guide us on that . Thanks and Regards, Sidhant A.
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