informacion
como hago para que se recupere mi información, ya que recién actualice la app y se perdió una parte de mis registros. ayuda por favor!!! Edgar F.
Turn single line field into URL field
I recently had another company complete a data migration for us and the only way they could work around a weird data validation error and keep our LinkedIn URLs was to import them as a single line field. We now have all the data on Zoho, however, none of them are clickable and there is no data validation on them. Is there anyway to turn an existing single line field into a website URL field?
Access to CRM fails - "Secure Connection Failed"
Just received this message on refreshing page in CRM module about 30 mins ago and then 10 mins later saw same in FORMS module. Other modules as checked appear to be OK. Any reasons why this is happening as all CRM is now down
I couldn't go to email section in Zoho CRM settings - permission is denied (I'm an admin)
I want to change my IMAP configuration in Zoho CRM. Go to setup->channels->email and error message popped up - Permission Denied You do not have sufficient permissions to perform this operation. Contact your administrator. But the thing is that I'm the administrator. Please help me to solve this.
Use of Contact Roles in Blueprint
Contact Roles is a field specific to the deals module, but you can't incorporate it into a blueprint. For example, our sales representatives meet with school districts and need to identify several roles in the decision making process before moving forward - we want to ensure those roles have been identified through blueprint, but no luck.
Member Status Field - Reporting
Hi, We mail out of Mailchimp and the data is integrated via Cazoomi. In the campaign, it shows a 'Member Status' field that shows for that record whether the recipient Opened, Clicked, Bounced etc. How do I use this field to filter leads, contacts or run reports? I can find this field name anywhere in any module - lead, contact, campaign, campaign response or email (the last two are custom modules) Thanks for any help!!
Error 4834 Invalid Ticket ID
I have been trying to make a simple getRecords request with C# code and I keep getting the error code 4844. I have refreshed my authorization token and checked accounts.zoho.com to verify the token is active. Any help would be greatly appreciated. The code used below is from the Zoho documentation. using System; using System.Net; using System.IO; using System.Web; using System.Text; using System.Net.Security; public class ZohoCRMAPI { public static string zohocrmurl = "https://crm.zoho.com/crm/private/xml/";
How to get data from my OWN .NET Web API application to ZOHO CRM and insert or update the records periodically
Hi, I have a Query. I am looking to populate my custom model inside the ZOHO CRM by getting data from my own api such as https:samplewebsite.net/api/test. I need to repeat this operation periodically. I need to see an example of how to do it. I also need information about a way to make it automatic. My application is in .NET API with back end in SQL server hosted in azure. The response from my site is JSON Thanks
Linking Data
Hi, I have added a custom field in Leads who's data I want to populate the same custom field in deals when I convert the lead. How can I accomplish this?
replies sent from the envelope icon in upper right corner are so not appear in Email section of contact or deal record
Hello, I am corresponding with a contact about a deal. If I reply to the contact's email by clicking the envelope icon in the upper right corner, then hitting reply icon and sending a reply, that reply is not shown in the email section of either the contact or deal module. The contact confirms that the received the email. I would expect a record of my reply to, at least, appear in the Deal module's Email section because the reply was related to the Deal. What's going on?
Deals: Kanban style categorize by Closing Date
Hi, I'm trying to visualize a kanban style for deals, but I'd like to categorize by 'closing date'. Is it possible? I'd like to build something like this: https://automizy.com/wp-content/uploads/2016/04/Pipedrive.png
Why no emails in the Cases module?
Why is it not possible to associate emails with cases? Is it not designed to be a ticket management module? If it is possible to link contacts to a module, it should follow that you will send emails to those contacts that pertain to that module. Cases should link with emails, and then there should be a column for emails related to cases in the SalesInbox
Total Interactions (Events, Calls, Emails, & Tasks) in report for Dashboarding
Has anyone come up with a way to make this work? It seems like a vital KPI, and I've definitely used it in other CRMs so somebody must have a work-around. I'm looking for a total across x time period against previous time period. Thanks, Andy
Leads filtered by a field to user
Is it possible to show leads, and others data to each user in a criteria like if the custom field is X the user A, B and C can see this data, if the custom field is Y just A and C?
Email Reminders: How best to set up reminders for emails waiting for response?
Hi there, hope anyone can help me. Its great that you can set actions for emails sent out of Zoho CRM, like when a recipient opens an email or clicks on a link, or when it's rejected. But what about email actions for emails that get no response? I sent out a lot of individual emails, and I would love to get reminded of it by the system if the recipient of an email is not getting back to me, for a time that I can set when I sent it. How would this be possible at present? if its not a direct feature
Auto recurring activities keep populating in our Audit Log, is there a solution to correct this?
Recently we have seen four reoccurring events constantly appearing in our Audit Log. The constant update disrupts any review into our normal daily audit review activity. Any way to stop this?
Automated Reminder Email
Hello. I want to automatically send an email to any leads who do not convert within two weeks. How might this be accomplished? Thank you, Cori
automatic reports with filter
Hello guys, I'm using Zoho for work as a database of the clients we had during a month. zoho is a nice upgrade from our old spreadsheet entry's but i'm still thinking there could be more to automate the current workflow we have. 'im going to start by describing our current situation and proceed by how i would like to have it, i have limited programming skills so bare with me for a second. So current situation. I have a form in wich i can select a client and proceed to the services he has ordered
Can we edit or add to the contents within the 'Lead Status' drop down list ?? - Thanks!
Can we edit or add to the contents within the 'Lead Status' drop down list ?? - Thanks!
Unsubscribe form not triggering workflows
Hi, I'm trying to trigger a workflow when someone unsubscribes using the integrated unsubscribe form https://www.zoho.com/crm/help/web-forms/unsubscription-form.html Nothing triggers when the field is updated, I know this is new but its key for GDPR for us to be able to capture the data when they unsubscribed and the workflow I am trying to trigger will capture this on the lead object. Is this a bug or is there a work around?
How can I enter product price manually
My company required to have a very vary product price on each sales order. I wanna put product price for each sales order manually not from the price book or default price. How can I do that?
Best Practice for Tracking Multiple Sites?
Scenario 1 Account A has 7 different sites and each invoice gets billed to the respective site, site 1, 2, 3 and so on. This one seems easy, I assume we create a parent account and create separate child accounts for each site? Scenario 2 Account A has 7 different sites but all billing goes to Company A. Sometimes the different sites could simply be a small campus. Do we create the sites as Contacts? Or do we still create Child Accounts? Thank You
Zoho CRM - Custom Module - Post data from external application
I would like to know if it is possible to post date from external application to a custom module in some way. The custom module fields and post parameters are same. I am assuming a web form to capture the value of the custom module. And then post the data to data from external application to custom form. Will it work? Any idea?
CRM Contacts
If I am in CRM Contacts and I want to schedule an appointment, do I have to leave contacts and go to calendar? Jim Lambert
Link Three Modules
I have three modules that i want to link together. I have Contacts Brokers and Broker Locations Currently contacts are linked to a broker location which is associated to a broker parent (each broker can have multiple locations and each location multiple contacts). My Sales team needs to be able to see broker contacts by location, and would like to also be able to see under the broker the list of all the broker contacts. - Ideally they will add the contact to the location and it will auto populate
My company is participating in an event on Oct 4 and sharing Zoho with over 1000 high schools students
I am a subscriber of ZohoONE and will be participating in a Manufacturing Day event on Oct 5, 2018. My company is an exhibitor and has decided to share with the participates your Zoho inventory product and Zoho CRM of course. Details about this event - https://www.mfgday.com/events/2018/college-of-the-canyons-9 Event Includes over 1,000 high school students, do you have an Interactive exercise related to your CRM tool that students could work on? A short CRM exercise. I will have several computers
Custom Function :Lead score should be update by 10 on incoming response.
Hi Team, I would appreciate if any one can help here. i want to update the lead score of a lead by 10 on every incoming message(Response) Awaiting response.
No Future Open Tasks on Deal Alert
Is there any way to send a notification Email to a User and their Manager if a Potential DOES NOT have any Open Tasks with a future due date. In other words, the user does not have any future tasks (reminders) on their deal, and now they need to be notified.
Bcc to send email to account / prospect record
Hi, In Salesforce, I can Bcc an email specified by salesforce to send a copy of the email to an assigned contact or opportunity. Is this possible in Zoho?
Bulk Unfollow?
Is there a way to unfollow all or bulk unfollow? We set up a rule that caused me to follow all deals, tasks, leads, etc. I can only unfollow one item at a time currently and I have over 200 to unfollow.
Unconfirmed user cannot be confirmed and cannot see assigned leads.
I am currently using the free version with 3 users. I am the superadmin at CEO level with the others as Admin at CEO level. I have assigned leads to one of the users but when they login they cannot see any leads at all, even though they are at CEO role. Secondly they remain unconfirmed, when sending the confirmation email to them it states that they are currently on the system as a superadmin and cannot confirm so they need another role/admin privilege, this does not seem to be possible with the
Quote Template Customization
How do I display the discount in my quotation or Invoice if the value of discount is more that zero ? Problem Statement : In my Quotations, If I do not give any discount still the "discount " text is visible. I would like the Discount string displayed only when the discount value is more that 0
Email templates and custom functions
Hello, Email templates allow us to send email from the record owner, but don't allow us to use custom functions to create the content of the email. Custom functions, allow me to build custom content, but don't allow me to send email from the record owner. I'm stuck in the middle. I wish to build emails with content tailored to the customer i.e. show an email with an html table of all quotes sent to the customer. Can anyone think of a good way to do this please? Thanks in advance.
ZOHO CRM API
HELLO, when i try to call : https://crm.zoho.com/crm/private/json/Accounts/getRecords?newFormat=1&authtoken=e8bxxxxxxxxxxxxxxxx&scope=crmapi&fromIndex=20&toIndex=200 i' get : {"response":{"nodata":{"code":"4422","message":"There is no data to show"},"uri":"/crm/private/json/Accounts/getRecords"}} an idea ? thanks
Invoice module is disappeared
In my account Invoice module is disappeared. Can anyone help?
How to Perform a Mass Convertion from Leads to Account and Contacts
I can´t find this optioon in the UI to perform a Mass Convertion from leads to Accounts and Contacts. How I can do it?
How can I associated a second contact's email correspondence to a deal?
Hello, I created a deal and added a contact and began corresponding with that contact. Email correspondence around the deal is appearing as expected in the deal's email view. Recently I've begun corresponding with a second contact about the same deal. I've added the second contact via the contacts roles view. Email correspondence to the second contact about the deal is not appearing in the deal's email view. I searched help and browsed through the deal and contact module, but I cannot figure out
Deals Kanban grouped by closing date
Hi, I'm trying to visualize a kanban style for deals, but I'd like to group by 'closing date'. Is it possible? I'd like to build something like this: https://automizy.com/wp-content/uploads/2016/04/Pipedrive.png
Customer vs Utent
I have one database with different company and related name and other information. I'd like to create a customer that, one time is in the system, can see/modify only all the date connetecte with his company. In brief...what I have to do ??
Template mail merge for vendors
Is it possible to creat a merge template for the module vendors ?
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