CRM Form - Not Responsive? Any Tips?
Good Morning- I'm new to Zoho and REALLY loving it. Awesome platform. I've ventured into adding a Zoho CRM Form to my web site. But, I've noticed they are not responsive. Any tips/tricks to adding a form to a web site that is designed to be viewed on mobile devices as well? Thanks!
Custom Module Multiselect Dependency Field Require None
How do you get a child dependency field to have a -None- value? I have a couple of dependency fields on my custom module, however, when dependant options are set and the first dropdown changes, the first option of the dependant field becomes the first option in the list instead of -None-, meaning the user can just click save without being forced to choose an option. You can't create your own -None- as thats not allowed, and there isn't a -None- value to select when setting dependant lists to force
Deal Stage Group Fields Tracks When Deal Stage Is Changed - But I cannot sync this with closing deal date (zoho standard field)
Hi Fellow Zoho Enthusiasts Alike I have an existing ticket raised with zoho crm support : Re:[## 30806698 ##] Hi I have a ticket raised Re:[## 30601863 ##] I have a rather simple issue. We are a travel wholesale company and we do packages We have customised deal stages across the following (quote formulation, initial proposal.....closing sale) Closing Sale value = Won deal The deal stage modified is a group field in Zoho at deal level. This logs when every stage update occurs and the time stamp
how can i email contact with anpother email adress
i have a problem concerning emailing to contacts if i choose all contact and want to sen dan email i only can send the email by my primary email adress but i also installed another email adress how can i choose that one?
Contact To Multiple Companies
I have some Contacts with multiple Companies. Can I assign one contact to multiple companies? Thanks
Adding up custom fields
Is there a way to add up custom currency fields in Zoho CRM to produce a figure in another custom currency field within a potential - without having to do it manually? I know we can do this for reporting but we need separate revenue streams for one potential and it would be really helpful for financial reporting if this worked.
Zoho remind me if a VM is not returned
As part of logging a call (versus separately setting up a New Task), is there a function for Zoho to remind in X days if a voicemail I left is not returned? This would be similar to the Boomerang app for email. Thank you.
Vonage Telephony
I am experimenting with various telephony providers for Zoho. Before signing up for a trial account, I am just wondering if anyone knows where it is possible to "assign" an anonymous or unknown number caller to a pre-existing lead / contact on the Vonage integration (this can be done on Ringcentral). Thanks
Updating assigned layout for modules does not work
I configured a custom layout for the leads & customer modules, but it does not work or update. I already assigned the right layouts to the assigned user profiles. Can anyone help me out?
Automatically move products to another field/section
Hi, I wanted to know if it's possible to move a product to another field or section based on certain criteria. For example, if a product is marked inactive, I want that product to be moved to a section called inactive products. Is that possible and if so, how do I set it up?
Email Notification
Hello Friends, I have custom module "Service" there is a field "Expire Date". I want to send email notification before two months of expire date. Kindly help on this.
Record Caching
Hi I am a previous paying customer to zoho products, and I remember this old issue... I have started entering records (not import) but none show up when I conduct a search, what is it I have to do to get it to cache all the records so they are searchable and show up as I know they are there I manually typed them all in. Please just simple answer to my question; it's a simple question (I know what it's like on these forums too and how you go round in circles with zoho customer service). It maybe
How to insert data in SQL database from Account Module ?
Hy Zoho , We need to create records in the SQL database whenever any record creates in Account Module or any Lead Module Entry converts to Account Module then also . And need to updates that database it self whenever there are some changes take place in any field/fields in Account Module. And yes we don't wane use any third party app for this . Need to insert data in SQL database from ZOHO CRM using php or any other API or similar. please briefly explain or can send me documentation or video too
Zoho Telephony
I am presently looking at integrating with one of the telephony providers. I am trialing Aircall but I was wondering if any other the other providers have an even tighter integration? Which provider's integration is the gold standard? My main query is about how to assign a incoming / outgoing call from a number which is not in CRM. Is there anyway to capture this (either with Aircall or another provider) and add this to the contact record? For example, if a customer calls us from an unknown number,
Merged data
I have a database of about 500 customers. Last week we noticed that some of the addresses had been merged into one field. It had been previously in 4 different fields. All had been converted to contacts with the proper fields. Can anyone help?
Getting too many spam entries
Hi Everyone, we have facing problem of spam entries on Zoho. Zoho team support suggested to use google captcha and I have changed captcha in my web forms but still getting same fake entries.Please help me to solve this issue.
insertRecord to custom module via xml with multiple lookup field
I created a custom module with the miltilpe lookup field to Product module. How do I insert record with multiple products via xml? It's possible?
Schedule SMS
Hi, Please could someone tell me the best and free way to be able to schedule sending SMS's as part of a date based workflow? I am in the UK. Many thanks, Ali
Poor Contact Management
CRM has an extremely poor contact management system. Why cant Zoho get this one basic feature right? Why do we have to have multiple databases for contacts throughout all of your apps its very frustrating and annoying. Freshsales have the ability to auto populate contact details with social profiles etc, and remove duplicates automatically. Even full contact integration would be a bonus. I am extremely frustrated with multiple contacts in Zoho Desk, Books and CRM. You have the app Zoho Contacts why
Data is not being passed from web form to Zoho Leads screen
Hi all I have a custom form on my website (not a Zoho 'webform'). When a user submits the form; form data (customer name, email etc...) should obviously be passed to my Leads screen. I have this working BUT - for the life of me - cant get all of the fields in my Leads screen populated!! I cant think why this is. (Ive tried many different things). I dont understand why some fields get populated and others dont. The form submits to some php script which includes the following code (Ive hardcoded the
WHMCS and Zoho CRM
How can I integrate this?
Wordpress Contact Form to Zoho CRM
I was looking for a WordPress contact form so that my clients could easily insert a contact form on their sites and have the new lead automatically entered in their Zoho CRM. When I couldn't find one, I decided to write it myself using the API. I built it on the Ninja Forms plugin, which is free and available directly from WordPress, because it has built in data validation and other extensions that really take advantage of Zoho's power. For instance, you can automatically insert User Analytics
Ignore subscriber updates from Zoho Campaigns for triggering Workflows
I have several workflows that trigger on Create or Edit that execute custom functions. On the Zoho One subscription you're allowed 5,200 function calls per day. I have Campaigns setup to send subscriber updates back into CRM. "Update Campaign Member Status in CRM" This morning I sent out a campaign with over 5,200 recipients in it and I quickly exhausted my daily allowance of function calls. I sent the campaign in the morning which meant that all expected function executions did not happen. I'm proposing
Creating a parent account?
Can someone tell me what the best way to create a parent account is? I have a company that has many stores/branches and I have to sell into each store individually at the moment. I assume I should create the parent account first then I can input the individual stores (some as prospects/leads, others as pitched and waiting for orders,...). Thanks for any assistance - we're just starting to use this product for our very small burgeoning company.
Send Contact ID from mobile app
Is there a way to retrieve and sent the contact ID from a specific contact within the Zoho iPhone and Android app? We would like to be able to send internal emails linking the recipient to a specific contact or deal record.
Wistia Video Tracking in Zoho CRM - Have you integrated Wistia with ZCRM?
Has anyone effectively set up communication between Wistia and Zoho CRM? If so, can you share any insights or provide a direction so we can hire a developer? We would like "percent of video viewed" information from Wistia to be displayed in a field in Zoho CRM. Wistia is one of the premiere video delivery platforms we use for our marketing videos. Thank you. Scott
Login Limit for Testing
Hi, We have an integration with Zoho CRM APIs and are encountering the daily login limit blocking our testing from executing...how do we remove that login limit for our test users in test organization, or at least increase it beyond 20?
Migrar campos a otro diseño
Buenas tardes, mi nombre es Daniel sierra de NUVA partner de zoho en colombia, queria preguntar si es posible llevar los valores de algunos campos de un diseño nuevo que creamos en LEADS, seria llevar los datos de estos campos del diseño STANDARD de LEADS, al nuevo diseño
Sales Call Cycle
Hey So how do I set a Sales Person Calling Cycle please ? I need to be able to select on a contact 1) New Call Cycle 2) Choose 1, 2, 3, 6, 12 Months Calling interval 3) Have the Date Shown of the next Call Due based on the Interval Be able to add a date manually of needed Also list up a report for the current day, week showing all of the calls to make Name and number will come through along with the contacts notes field Once call completed and marked as so, auto selects the next date Thanks
Can can I track my "Leads" emails without clicking on each lead individually?
Is it possible to track when and if a lead has answered an email without selecting each lead individually? Using IMAP email integration.
Search Capabilities in CRM.
What are the search capabilities? AutoTask was awful. Being able to look at all CRM logs and search with the web browser is really nice.
ZOHO API Help for a Pennsylvania company
Can anyone recommend a pennsylvania firm that can help with moving our website from V1.0 to V2.0?
Crm Zoho Slowly
We are using crm.zoho.com Our users are complaining about it's performance especially file upload Which is the IP Public of Zoho CRM Please share crm.zoho.com all fqdns and port number with me
Difficult UI
Editing a Layout can be quite difficult i te CRM, in this case, trying to delete is quite impossible as the (transparent) scroller is just above the bin (as seen on the screenshot). I guess the UI should be updated
E-mail spell check
Zoho CRM spell check and auto correct functions are way too eager with changes making errors in grammar even worse. Is there a capability to turn off spell check and/or auto correct features?
CRM 2.0 and 1.0 API access
We are currently in the process of upgrading to Zoho CRM 2.0 API and the code has passed development and is onto our staging area. Our staging and production use the same CRM account so my question is this. If I generate new v2 API credentials will that nullify the v1 API credentials or can you have both of them active at the same time? We are worried that if I activate the v2 credentials that it'll stop production from working. I hope this makes sense. Thanks in advance.
Community Digest - March 2019
Zoho Community Meetups Quarter 2 - Zoho Community Meetups in West Coast, US Feature updates Zia Voice - Call Zia to get instant answers for all your questions in Zoho CRM Zoho Survey now integrates with Zoho CRM - create surveys from within your CRM Associate later campaigns as child campaigns to an earlier campaign from within CRM. Tips and tricks Tip #52 - How to associate multiple line items to a record PartnerSpeak on Zoho CRM Jason is back with this month's discussion on creating
How do I log an incoming call now? Call log has changed.
The way the call recording module works seems to have changed. I used to be able to click +Call (new call) and get a full page where I could select all the options and start recording information from a call in whatever order made the most sense at the time. Now, I click the same thing, and have to record the subject then "start call" which seems to try to make a call for me? I think that's what it's doing. I do not have any such functionality. What I need to be able to do is record an incoming
With Sharing Enabled among peers - How to hide specific Leads?
We have Leads/Contacts/Accounts Sharing enabled among peer group of users. So sales people can see what's everybody is doing. With sharing enabled - Is there a way to hide Individual Records (e.g. individual Leads, specific Contacts, specific Accounts or Tasks)? To reiterate - we want data sharing enabled by default, but with ability to mark specific records as private - so they are not visible to others. Is that possible? Any insight is much appreciated!
API v2 Redirects me to the registration page
hi , i'm trying to use your api v2 to insert leads at zoho crm using your api requests My first step to authorize my app i'm trying to call the following url as mentioned in your documentation: https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.modules.leads.CREATE&client_id=1000.SKUCTIQLVA5H97268RVFH1CNI5Q66P&response_type=code&access_type=offline&redirect_uri=https%3A%2F%2Fwww.mydomain.com%2Findex.php%3Foption%3Dcom_jbevents%26task%3Dorder.zohocrm It works when I'm registered but if I'm not
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