search in web form
Hi, I have one only module for customers. No leads or sales, only customers. In their fields, I have one field named "product of interest", which is one search field of the products. That means, if I add one user manually, I have a drop field in there where to choose this product. Till here, we are ok. But now I want to create one form for website, and I have all the fields available to be inserted but this one. So, in the form for website, visitors can't select/see which products could be available
Problem connetion with zcrmsdk, baseVISION.Tool.Connectors.Zoho from c#
I have managed to use postman with all the services rest api of the version 2 with success but when I want to make the communication with the api or with the sdk directly with the zoho packages ZCRMSDK, baseVISION.Tool.Connectors.Zoho or using AJAX does not allow me do the communication. Initially probe modifying in my program in C # the web.config file with the parameters that say: <configSections> <section name="oauth_configuration" type="ZCRMSDK.CRM.Library.Common.ConfigFileHandler.ConfigFileSection,
Email Parser not detecting modules
I'm trying to set up the Email parser, but when I get to the "Create New Parser" box the module I want to create the Parser in is not shown. I changed the name of my Deal's module to Allocations/Booking (as I'm using it to manage current and new bookings). However in the Create New Parser screen the only module it's showing is "Bookings draft". From what I can tell this is a module I created weeks ago that I've since deleted. How can I get the Parser to update to the current modules I'm working on?
Email access - "Permission Denied"
Hi Zoho support. I want to share privately with you a link to short screen recording which shows the actions leading up to this "Permission denied" message shown in the attached screenshot. Please reach me via email and tell me how I can send a link to
Tagging other users no longer working
We use the User tagging system extensively in our Activiites notes (we use the @ sign followed by the appropriate user name). Starting about two days ago, when we attempt to tag someone it allowed us to do so as we were editing the note, but as soon as we saved the note, the tag disappeared/broke. Any ideas why? Screenshots attached for explanation.
Add an activity after Sending an E Mail
I am trying to figure out a way to automatically add a task after I send an E mail to a customer from the opportunity screen. I would have thought the answer it would be in workflow . Action: Send E Mail and then a pop up " do you want an activity?". Has anyone a solution to this. I know its easy once the E Mail ahs been sent to add an activity manually but it would nice for it to be automatic so that one doesn't forget.
When inserting a lead or contact title in an email
When inserting a lead or contact title in an mass email template is there a way to add a the letter "s" so it is plural? This is needed because if you say for example, I am sending an email that reads, In working with other "#title" it will be singular ( no "s" or plural and it will look bad) and it needs to be plural so adding the "s" would correct that. Thank you for your assistance. It then would read when working with other IT Vice Presidents ( ie... adding in the s automatically)
Zoho CRM and SendInBlue integration
Hi, I'm using SendInBlue to manage my Leads mailing list (and some other lists not related to the Leads module). There is an extension for Zoho CRM to integrate SendInBlue; unfortunately this extension works properly only for Bulk Sync (that is all the lists in Sendinblue get synced with the Leads module) and it's not my case since I have several lists, so I cannot use it. I'm trying to figure out if there is a way to automate the sync between the CRM and a specific SendInBlue list (Sync oneway form
Can I change the Dropbox extension folder name?
Hi, Ihave just installed the dropbox folder name. At the moment files are saved in Zoho CRM > FIRST & LAST NAME. Is there any way of adding more information to this folder like (FIRST & LAST NAME - ZIP CODE)? Thanks
Consignment/Trail
Is there an easy way to have say Consignment/Trail of our products that we allow sales people to deliver to stores and track how long they been there and have followups as well as subtract products they let from inventory. Thanks, G Man
Linking Deals with Quotes on Zoho CRM
Hello, I'd like to know how can i link a deal for certain client with a quote that has been created to him, and change the deal value when updating the quote? Thank you in advance
zoho api v2: what is the search criteria to find all contacts belonging to a certain account?
I use this criteria: criteria='(Account_Name:equals:GrowthPath Pty Ltd)') but it returns no contacts, when it should.
Outlook Side Pane is blank
Outlook 2016, 64-bit, The Zoho Ribbon works fine, but the Side Pane is blank. Have removed and re-installed the Zoho CRM Plug-in for Microsoft Outlook - didn't help. Any suggestions? TIA
Email templates: combine Outer Color/Outer Theme into one button
It's confusing to have Outer Color and Outer Theme as two separate buttons for backgrounds in email templates. I propose combining them into one Outer Color/Theme button. So when you select it, the first swatch is a color picker and the rest are patterns (themes). And while we're at it let's make the background actually appear white when choosing "white" or "none". It's misleading that it remains grey: https://cl.ly/4817775e6b75
Multi Team Setup
Hello, I have a setup where a user belongs to multiple teams and am unable to set up the roles correctly. Any suggestion. Example - Brand A has Manager Role - Tom Brand A has Sale Exec Roles (Under the Brand A Manager Role) - John and Peter Brand B has Manager Role - Jason Brand B has Sale Exec Roles (Under the Brand B Manager Role) - Steven and Tom Tom plays a manager for Band A, but acts like a sales exec for brand B. How does this work within Zoho?
Developer for ZohoCRM Leads - Auth API 2.0 (Token issue)
Good day, Trying to figure out a way to always have access to post data to modules.leads. I managed to work this out using postman, but only using a self client code. Would like to use a serverless function to push the data and it requires an auth token that has not expired. Is this possible to get this token using only the client id, client secret?
How should I go about Zoho App Migration?
I have a rather developed Zoho flow which was developed to serve an individual company. Now, I'm creation a more complex system off of this which requires a new account. My flow encompasses most applications on the platform. It would take me quite some time to replicate what I already have to create something new.. so I wonder, what would be the best way to migrate a developed flow to another account? From my understanding it may be impossible to clone an account in it's entirety. So if I can't do
Non-Sequential Stage Completion
It would be awesome to have the option when customizing the fields, to toggle "allow non-sequential stage completion" or something... We have a stage for "Material Ordered" and a stage for "Job Scheduled", but they don't always happen like that, and if we have the job scheduled first, then it may be misleading and look like material has been ordered even if it hasn't, but completing a step always auto-completes everything before it. If that toggle would flip these to checkboxes instead of thumbs
Integration process questions
Hi We are integrating your CRM via PHP SDK and we have few questions. Is you system always online? I mean some temporary issue in your system. On local machine we had situation when we received response from your system that user is not found in you system. In same time site was also not available (I saw some page with form and message about error). We authorized our app via grand token generated on Self client page. I want to clarify if app will be always authorized? Or we need to reauthorize
Cannot get CRM Formula Fields to Calculate
Hello, I am struggling to get my CRM Formula Fields to perform any task. I've tried to read every support topic, help tutorial and youtube video I could find but cannot get the job done. I somehow fell into success last week and got my formula to return a "decimal" type answer (see screenshots) but when I go to create a new formula field it is not in the drop down menu. I know I am missing some very simple steps. Please help. I just want to make a simple calculation using number field types all within
Disadvantages of tags vs custom field
Hi, I'm debating the use of tags verses a custom field named "Type". All contacts would receive a couple of labels. Other than limits on number of tags per record or number of tags per module, can anyone think of any disadvantages with going the tag route?
My Zoho contacts are randomly disappearing
I am using a free version but don't have more than 800 contacts. After gong into a record, making an update and then saving it - upon trying to go into it again I have found that the contact has disappeared and is only to be found in the recycle bin. How do I stop this from happening?
Importing CRM uses Contacts and Company
Hi, We are importing another CRM. How do you get it to map to more than just Contacts or Company? We have all the client information that includes company info in one spreadsheet. It only let's you choose one to map it to. How can we import it into both Contact and Company modules? Thanks.
Tracking Leads
Hi, I'm seeking a best practice to achieve the objective of being able to set up an email campaign to a specific group of leads from a specific trade show. I know I can ID lead source, but then what's the best way to break it down further so I can ID that trade show specifically? EG. Tradeshow- then maybe ID as Trade Source Venue: London CSI Event - however, I can't see where I can create a truly custom field just for me. Seems there is only the pre-loaded stuff. I'm new to Zoho, so if there is
How to get around limit of one Parent field?
Hello, What options would be recommended in this situation? I have set up a number of parent/child fiends: Main Category and Sub Category. This works well to minimise the amount of scrolling needed to allocate sub categories. However, we do have accounts and records which fit under more than just one of the Parent Field Main Categories. As we can't have more than one Parent, is there another way to have two or more fields that have specific sub categories?
How do I record a phone call?
Hi, I'm brand new to CRM, actually I'm not a salesperson at all. I'm a software developer who's trying to integrate a VoIP system with various CRM systems. I have a simiple question: suppose a person, probably a salesperson, receives a phone call from a customer or potential customer. How can I make a record of that phone call in the Zoho CRM system? I see things like Cases, Leads, Tasks, and Activities, but I'm not sure which is best. Thanks, Ben
CRM reports available/campaign integration tool
I am still pondering your CRM service. I am just getting my database started from zero, and yet want to get an email out as soon as possible, as I enter new contacts. My goal is to add about 20 at a time, and then send an email blast. It won't always bee this way, but to get the ball rolling, that makes the most sense for me at the moment. My question is this...once I enter my 20, I'd like to send an email blast (likely using the campaign application you have available too). Then I would add
How do a get a The day of the week to pop in to a custom field? ( Thursday September 4 2014)
I need help getting a date formula to work. From a date field = ${Contacts.Party Date} I want the result in a new field to read: Thursday September 4 2014 Thank you for your help in advance
can a request be sent from CRM to add a new client record
we run a photography studio, and have new clients fill out a form (on paper!) when they're in the studio. We were wondering if there was a way to sent out some sort of request profile before the shoot for them to fill out their own personal information, that automatically adds their profile to our Zoho CRM before they arrive? If so, woudl there be a way to include some sort of questionaire on that link/form as well?
Imported Leads not appearing
Having recently signed up for a free trial I'm trying to import our lead sheet but every time we go through the mapping process and complete it says the file has successfully been imported but nothing shows in either the Leads tab or in the Approval List We have tried importing with manual approval switched off and switched on but neither works Can you please advise accordingly
Access Repors from API?
Is it possible to access and retrieve data from the Reports menu via the CRM API?
Show % Discount in Zoho CRM Quotes
Hi I have created a quote template in CRM that meets all our requirements other than one thing that I cannot solve.... I need to show the % discount in the quote - this % varies from quote to quote so i don't want to use the discount feature in the products section. when creating a quote it does allow me to put a % discount in but shows it as a monetary value in the quote template - can anyone help?
Delivery Routes
Hi, I'm trying to upload my clients, but I don't know how to do certain stuff. - Can I have customized fields? For instance, at what time the customer is at his house - Can I have a task with all the deliverys I have to do in one day? - How can I plan a delivery route with all this information Any help will be great! Thanks, Gery
at my first step , I can't authorize my app
hi , i'm trying to use your api v2 to insert contact at zoho crm using your api requests now at 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.contacts.ALL"&client_id="xxxxxxxxxxxxxxx" &response_type="code"&access_type="offline"&redirect_uri="http://b00c1b31.ngrok.io/marketing/oauth2callback" i'm getting the following page as illustrated below : and the same when using postman
Automated fields in ZOHO Campaign Module
Having to manually enter and update the "actual revenue" of every campaign is extremely inefficient. Is it possible to have the "actual revenue" field automated in the campaign module? Would be great if potentials who are associated with a specific campaign and become a sale (or "closed won") could be automatically added to total found in the "actual revenue" field. Does anyone have a solution or recommendation?
Configuration
Hi I am a fairly new employee with Crystal Clean Maintenance assigned to learn and finish implementing Zoho CRM into the business. With this in mind another person started setting it up prior to me being hired. Can you assist and let me know if our website and social accounts have been linked or not? Thanks in advance Nancy
Migrate data from zoho.com to zoho.eu
Dear Zoho, At this moment all our accounts and the data are located at the zoho.com (us) accounts. We want to switch to our zoho.eu accounts and migrate all our date or clone at once. Can you suggest the best method or maby software tools for this case? My thanks in advance! Greetings, Arjen Zoutewelle
CRM
I would like to use Zoho CRM AND ZOho Recruit AND then run campaigns from Zoho CRM... please can you recommend, as I have Zoho Recruit at this moment in time.
Unable to update module information when importing
I imported cases into Zoho and realized I missed a few fields and wanted to remap others. When I go to import the file again, adding the missed fields and remapping others, none of the changes are implemented. I'm searching for existing IDs, which I haven't remapped or altered in any way. Any ideas on how to solve this problem? Thanks!
Time stamp
Hi, I have uploaded an excel which has timestamp "30 Apr 2018 - 10:27 am" of this format. I need to separate date & time. How will I do it in ZOHO? Also, after making the changes when we upload the new data which has the same old format ("30 Apr 2018 - 10:27 am" ), it should auto update to new format. Can somebody please tell me how?
Next Page