Pick List says item already exists but it's not visible
I've got a custom field in Contacts. I'm trying to add a Pick List Option which does not appear in the list but getting an error message. Note that the value I'm trying to add to my field called "Function" in the Contact module exists as a field called "Relationship" in the Account module.
Cloning a Campaign in Zoho CRM doesn't copy of the activities (tasks, events, etc.)
When I clone a Campaign in Zoho CRM it doesn't copy of the activities (tasks, events, etc.) from the cloned campaign to the new campaign. Essentially all the clone function does is copy the name.
Who to go with: Zoho email marketing or outside provider like Mailchimp
Greetings! I am trying to decide whether to go with the Zoho email marketing or an outside email marketing provider like MailChimp. I am wondering what you’re using for email marketing and why, and how is it working out. I am confused, no clear answer after some Zoho email marketing vs MailChimp research below, which I am sharing for your benefit. One prefers Zoho, another MailChimp; pros and cons don’t seem to give an advantage to either one. I am new, starting out and looking for basic,
Cannot Choose/See Columns when creating a custom view
I'm trying to create a custom view and all I am able to see is "specify criteria" There is no option to choose columns like I see on every help article/video. I attached a screen shot. Any idea? I am an admin so I should be able to see everything.
work flow is not running with lead creation by Form
I créate a Form to créate new leads, once the form is sending source is feed with F-WEB, also I créate a workflow associated to lead creation and source F-WEB but when I run the form eventhougn the new lead is created and teh source is updated with f_WEB teh workflow doe not run. however if I créate teh new lead manually in ths CRM and update source F-WEB the workfollow run. Attached more screen shots.
How do you remove charts etc from a Dashbaord
Hi I would really liek to remove from charts from my dashboard, i have gone into the associated report and removed the chart from there but it still appears on the dashboard????
How do I automate adding e-mails to our CRM in an unpaid account via the BCC line of an e-mail?
Whenever I follow the steps it tells me I don't have the appropriate permissions despite being the "Super Admin." I can't imagine we would have to pay for this -- we're a startup with two users at this point. Thanks for the help! Joe
Move charts through dashboards
Doe s everyone know how to move a chart from one dashboard to another?
Create a permalink for
I understand from a past conversation with support that it's possible to have a report 'linked' to a contact, so that I could click this link when on the contact view page, and I could run a report that could show me all emails, open activities, closed activities, and notes associated with that contacts account. This would give me the ability to get a summary of what other users have been doing on the account page, but without me having to leave the contact page. I understand how to run a report
Outlook Plugin wont install says version not supported, but neither 64 or 32 bit will pass the check
Hot To Access PriceBooks module in the new API
Hi Support , In the Last version of the API i would access the PriceBooks module via SerchRecords Method . But Now i found out the module cannot be accessed via the new API method. Need your Help Asap.
copying emails from Gmail to zoho contacts
Hi Guys New to CRM and just started looking at Zoho. How do I get emails I receive from customers in Gmail to be copied over into zoho? Thanks in advance
@staffname tag not working
I have a new person in our Connect network, she's accepted the invite to the network, I'm following her, I've invited her to several groups which show she's a part of. She has even sent a private post to me from Zoho. BUT - whenever I try to tag her in a post, her name doesn't populate. I've never had this problem before and I can't quite figure out how to fix it...
Zoho CRM Field Formula
Hi, I've created my own fields in a form, and created some fields showing 'Deposit paid', then created a field 'Amount due', which take the deal amount and deducts the deposit, works fine, and then created 'Final Payment' field. I then tried to create a new formula field called 'Outstanding', And this should be 'Final Payment' - 'Amount Due' But the auto window does not seem to show any formula fields in it to pick from. Is there a manual work around I can do? Thanks.
Templates and workflow rules and custom modules
We have several custom modules that relate to the company and contacts in Zoho CRM. I can run reports that pull and filter data on multiple modules. But I do not see a way to create workflows and/or templates that pull data from both the contact and the custom modules. Is there a way to do this that I am missing?
Integration with the property portals for CRM
As a realty company, it is pertinent that we get integrated with different property portals to get all the leads directly into the Zoho CRM. Presently i dont find solution for the same.
[PHP] ZCRMModule::updateRecords() throws [INVALID_DATA|400] "body"
Full error: Zoho CRM Exception: (ZCRM\exception\ZCRMException) [INVALID_DATA|400] "body" (Array( [expected_data_type] => jsonobject )) Code: $record = ZCRMRecord::getInstance('Leads', '000000000000000000'); $record->First_Name = 'Test'; $record->Email = 'test@test.com'; $zcrmModuleIns = ZCRMModule::getInstance($module); $bulkAPIResponse = $zcrmModuleIns->updateRecords(array($record)); return $bulkAPIResponse->getEntityResponses(); I have no problem when calling ZCRMModule::upsertRecords(). The
Cannot update Stage-Probability Mapping
Hi, I am a ZOHO CRM user for free and evaluating this system. I'm trying to update Stage-Probability Mapping now. At first I can update, but I cannot now. I don't know what was happen. For example, when I edited a stage name from "Realize" to "Realize1" (just adding "1") and push the "Save" button; I received an error message "Error occured while updating Stage-Probability Mapping." The mapping table was not updated. I tried to log-out and log-in again, but the problem was not solved. I think that
Get your CRM events on your iPhone, MacBook and Apple watch.
Why go through the process of constantly logging in to your Zoho CRM account to view or edit your daily appointments? Enable CalDAV sync from your respective Apple devices to receive notifications and reminders of upcoming events that you have entered in Zoho CRM's calendar. Here's what you get with CalDAV One calendar for personal and work appointments. Managing more than one calendar is tedious. While most of you can manage office appointments and personal ones easily, it doesn't have to be difficult
Best data structure setup for this situation
Building custom integration for a client with their e-commerce store and Zoho. They essentially have a referral program, for the easiest explanation. When someone purchases, we need to keep track of who the referring person was in Zoho and credit them. They only sell 1 product so we don't need actual financial / sales data, just the number of units attributed to the person in Zoho. They want to be able to have reports generated in Zoho to tell them how many units each person is doing per month, who
CRM: Please, these features are needed right now.
Dear Zoho, It boggles my mind that these features are not implemented yet, while we've been asking for them for so long. So here goes nothing, once more: - Let us create actions based on email activity, such as opens, clicks, responses, etc! - Show the email opens from within the leads overview right away, instead of having us hover over the specific email - Let us set a standard font for the emails we sent out through the CRM ourselves - Let us set up conditions for automatic actions in Workflows
Share Emails All checkbox not retaining setting
Two questions. 1. When I set Share Emails according to the attached screen, it does not retain the setting when I return to the record. 2. I want to Share Emails - All to be enabled by default for all my contacts (especially because I will soon do the major import of contacts from my old CRM. Can this be set globally for all Contacts?
Deduplicate Accounts by email address
I'm very confused by the options ZOHO provide to dedpulicate accounts. Account names are often written differently, e.g. with "AG" (a stock corporation), or "GmbH" (a limited liability company), you can write it with or without these suffixes. And there are many more such terms, so how do you want to deduplicate by account name? It seems to me that ZOHO did not have much customers from Europe so far... The only deduplication option which is interesting for me would be to deduplicat by an email field.
URGENT - All existing blueprint deleted!!!
Hello, Re: Blueprints Problem I have just added a new blueprint for the sales process, acting on a deals field. After saving, all my previous blueprints (all relating to a custommodule3) have disappeared, assumed deleted. They were all present before I started the new blueprint. There were 4 in total, all deactivated, all now gone. What's going on please? Can they be recovered? The audit log only shows: "Added a Blueprint named Sales for Deals" and no mention of any deletes. Does anyone else see
Recent enhancements in Zoho CRM
Hello everyone, In this post, let's look at the recent enhancements that were released in Zoho CRM. Add Data Subject Request automatically Earlier, your customers had to get in touch with you to raise a data subject request. Now they can place the request by themselves through the Data Subject Request link. You can share the link via email or add the link in one of the email templates before sharing. Click here and learn how to send data subject request link to your customers. View Details and
Lead Scoring using Zoho Campaigns status MUST HAVE
Hi there, We would like to use the 'memberstatus' in our lead/contact scoring strategy Actually, when people participate to our webinars, we update the status. This should be usable in the scoring..
Populating Pricebooks
Hi All, My company is using Zoho Enterprise Edition, and we distribute products from several vendors. Our productlist is about 4000 items (maybe more). I found support from the system to massive import products, but when I get to the pricebook this is another story, the only utility to support massive pricebook operations is just import the name of the pricebook and the description...So the products must be added to the procebook one by one.... There is no support to add, clone or update products
How to Lock List Price in Quoting Module
Hi, I'd like to know if there's a way to lock the List Price in the Quoting module. My team members can adjust their quotes by using discounts and are not supposed to touch the List Price. So far, I haven't found a way to remove that permission from them.
Im at a lost!! Can someone help me find a solution to export and re-import data to custom module
I have trying to find a way to export from task, manipulate the data in excel and re-import in a custom module. Just using importing tool is not reliable since I might have contacts with the same name in the database.(can't import with Contact ID) The migration tool can't be used with out the original zoho Contact ID related field ID. unless you to re-import all parent data first. this way I will lose auto number fields in some parent module that we use. I tried asking Zoho Support they seem
How can i migrate from Zoho CRM to CloudYogi CRM ?
I am using Zoho CRM software and I am planning to purchase CloudYogi CRM software for my day to day business use. Please help me to my migrate from Zoho CRM to CloudYogi CRM ?
How to track "Support services" (as a product)?
Hello Zohoers, I am seeking for some guidance in my situation. We are a software company and we charge additional cost for "Support Services" for our software product. My goal is to track status of "Support fee" that is paid annually. Our customers are in different fee cycles (based on when we signed the contract) and we need to automate the fee collection tracking. So for instance, a date of pre-paid "Support Service" is approaching the end and we wish to be notified by Zoho that we need to contact
Not able to migrate attachments
I am attempting to migrate attachments. I have imported an initial batch of test leads, which went fine. Then went to migrate the attachments for those leads. I am using the Lead ID from my export report as the Parent ID for my attachments... i.e. zcrm_2011028000000104001 I use this ID as the parent ID in the csv file, but I get this error message. "Could not find a matching parent record for this look up field - Parent ID" Please help.
Highrise to Zoho CRM migration data
I did the migration data from Highrise CRM to Zoho CRM just now and I notice that the notes are all created by me (that I am the user that made the migration), but this is not correct. There is a way to replace my user with the correct one? I had follow the step write down here https://www.zoho.com/crm/help/migrate-data-from-other-crm.html#Migrate_Api to migrate data, but my issue is still there. There is a way to map my migration from Highrise? What I did wrong?
Duplicate Unique Field Check between Leads and Accounts Module
Hello, i have an issue with the Duplicate check with my leads (upon my uniqe field). i would like to not be allowed to add a new lead that exists in my accounts. the only solution that i found is for leads that have been converted, unfortunately i have a lot of accounts that were never leads in the crm therfore it does not reconize them. please help my with this issue ASAP. thank you, Neil
CRM: import specific contact fields from MS Outlook?
Is there a way to map the incoming fields from MS Outlook to Zoho CRM? I can't find a way to synch the "Suffix" field and it seems like such a basic need - to be able to choose what fields are imported and to where. Is this possible? If not - please add this as the integration seems a bit "light" without the abliy to include information like a cell phone number etc... Thanks, -Ben
Data import stuck at "Uploading Import file..."
I have uploaded one file this morning with no problem. However, now I am trying to upload a second set of leads. The file in Excel97, with only 1000 records. After browsing to find the target file, I click next. At this point, the process goes to "Uploading Import file..." with a progress bar that does not advance. I receive the same results in IE and Firefox. Although I am running the free edition, the notes say I am limited to 1500 records per batch. I assume a batch as being a single import,
Deluge transaction rollback or commit
Hi, is there a way to have a transaction with rollback/commit into a deluge script? I must make some changes in more than one module (more than one record in each module) and I'd like to group the instructions into a transaction so that if something goes wrong I can revert back to the original state (if everything is fine I can commit).
How to make a link to a zoho deal in a zoho template
I have created a template that sends an email to salesperson when a deal hits a certain stage. Here is what it looks like below, and the corresponding email the salesperson gets. However, instead of it having just the deal name, I would like the deal name to be an actual link to the deal itself, so all the salesperson has to do is click on the deal name and it will take them to the actual deal name. Currently they have to go deals and look up that deal. So ${Deals.Deal Name} is the link to the deal.
Improve Tag Mapping from other CRM's
You should be able to import individual tags from other CRM's into the tag section of Zoho CRM instead of having to create a multi-select field and adding them there.
So Question didn't work. Node.js question
I can connect, search and retrieve contacts and accounts with node no problem. So...... 1: What method should I use to update an account 2: What should be in the input? 3: What's the difference between post and put? 4: If this is in the documentation can you please point it out? Thanks Sample code: var input ={}; input.module = "accounts"; var data={} data.description="A Record"; sdata='{"module":"accounts","data":[{"Description":"Egham"}]}' //input.data=data; var id=2465364000000159031;
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