Email record not showing in customer record
Hi, I have a rule which triggers an email. I can see in the timeline that it was sent but it's not showing in the Emails section. See attached screenshots. This was working fine but recently doesn't seem to be. Any suggestions on why? Thanks Regards, Jane
Querry | Budget Autocomplete
Hi, In the potential module and when I try to create a budget, I do not automatically upload the invoice / physical address. It happens whether I have an associated contact or an account or both in the potential. For the moment, I am obliged to create the budget from the contact / account module so that all the data is autocompleted. Is this a bug? or is there something that I can modify in the design? Regards,
What can i do with contacts i don't want them to be on owner ??
Hey, let's say i have a list of contacts that i want to keep in a "pool" of contacts & i don't want them to have a spcipic owner right now. how can i create this pool ? example ( client is not intrested in the service right now & i don't want him to be on one of the agents ?
Event notification issue
Every time I edit an event it emails everyone invited to that event. However mostly I am just doing admin updates and so don't want the invitees to be emailed. How do I stop these emails being sent so not to confuse the participants?
Amounts Field Auto Calculate Based on Products
Hi All, Trying to figure out how to auto popluate the amount field in deals from related products and visiting the link on how to create custom functions. https://help.zoho.com/portal/community/topic/custom-function-25-%c2%a0populate-the-amount-field-of-a-deal-by-calculating-the-number-of-related-products-and-its-unit-price I keep getting error Error at line number: 1 Incompatible types for zoho.crm.getRelatedRecords function at argument index 3 <br/> Required : NUMBER <br/>Found : TEXT
Zoho Analytics available soon?
https://www.zoho.com/crm/analytics.html?src=wht When will all this be available ? =)
How to add "Line Break" in Pick list Field in Quotes / Sales
Orders / Invoices ???
Hi I need to add line breaks within several Pick list items in my Quotes / Sales Orders / Invoices ??? I have tried using the regular html codes for line breaks but nothing works. All I get is one line of text for each Pick list item I have tried all of these: /n /r <br /> <br> <br/> As I mentioned before the problem comes with the "Pick list items" formattin... meaning there is no way to format it. not even with html/css I need multiline picklist items to select for my Payment options and Terms
Use Zoho CRM for sales to a school
I am thinking about using Zoho CRM to manage how we get students to sign up for our school. I wanted to import leads, but it says I need to put in an organisation - but all of them are just people without an organisation. What is best practice for this? Any advice on setting it up for sales for a school?
Unable to Link Invoices with Sales Orders using 'Invoices' API
Hi, I am trying to link an Invoice with a Sales Order using the 'Invoice' API. However, I have successfully added the Invoice in ZOHO CRM, with the referenece of the Sales Order. But, the order status is still in 'Created' state. According to business logic, when a Sales Order is invoiced the, order status will be changed to 'Delivered'. Actually, I want to 'Convert' a Sales Order to Invoice using the API. Is there any way by which I can perform this operation? Please let me know. Best, Souvik
Change statuses of users in our DB from CRM
Hi all, Hope you are well(: I was wondering rather I can control statuses of users in my native system (not the CRM) using Zoho CRM. For example: a user in my system has a status of "Authorized" to conduct actions in my web app - let's say that the user is authorized to trade up to an amount of $1000 within my system - now I want to change his/her status from "Authorized" to "Unauthorized" in the CRM and that it will affect the actual status in the system. 1. Is it possible? (I haven't seen such
auto account creation
Hello I am looking for a function that will create multiple accounts automatically For example I create a new account and select in account type parent, this will initiate work flow that will trigger creating under this account 1.2.3.4 (NO. I SELECT) Member Accounts Do you have such function example to share Tnx Daniel
Email Integration Best Practices
Is there a document somewhere that details all the different methods of integrating email into Zoho CRM and the pros and cons of each (IMAO, POP etc)? Is there a recommended best practice/method for someone using G Suite? Currently we are set up using IMAP but it's my understanding that using this method is someone leaves and their g suite account gets deleted all the email would also disappear from Zoho. That doesn't seem good :-). However I assume that POP integration may be worse? Any advice is
My people can't see my feeds
Hi I am the super admin user for my CRM and I have put to share my feeds to the public (i mean to my people already) however, all of them just can't see the feeds on time. Specially there have 2 person- standard user but i realised their feeds is blank, nothing is showing. I have do all setting from FAQ but it still couldn't work. The support team just couldn't work. They are telling me thing which was not that useful. Does any people could give me a help there?
contact roles / contact entries
On the potentials page, you can select a role for each contact. I had naturally assumed this would update the person's contact details but when you click on their name to view them on the 'contact details' page the role doesn't show up anywhere i.e. it doesn't seem to carry this information across....which means you have to enter the same info manually again under Title...this seems to me to be double entry. Why is this? Is there a fix? I'm a new person to Zoho CRM so appreciate I may not be understanding
Merge Lead with a Deal
Hi, I have found some Leads that already are Deals. It looks like someone entered the Lead when the contact returned to inquire about a new proposal. To eliminate this from happening again, I'm going to make the email filed "unique". However, is there any way to merge a Lead and a Deal?
Setting up Zoho for my business
Hello guys, would like to get some tipes as i'm having difficulties implementing my business Logic using Zoho CRM. Background: My business is 100% lead generation and distribution to multiple partners. We generate eads for multi industries from various sources, capture it in CRM, and then using webhooks functionality to fire the data to our partners systems. Who/What is partners? Partners - People we are doing business with, mostly SMB’s with a single point of contact. we send data (leads) to the
REPORTS NOT WORKING
I have had the same issue for two weeks now. Our saved reports do not work. We can create a new report no problem. But we need to use the sames reports daily. Please help. I have spoken with three Zoho customer service reps and the issue persists. We have three paid accounts with Zoho CRM, this issue needs to be fixed so that we can continue our daily tasks. Please help. I have not received any update besides "We will get back to you"
<style> tags being stripped out of HTML
Hi, When I use the HTML editor for my inventory templates my <style> tags are being stripped after I save the template and edit it again. Please fix this. Damien Cregan Hire an Expert
a MUST-HAVE for small/flat organizations: Layout Type-based data sharing rules
TL;DR zoho's role-based data sharing rules are pointless if you are a very flat or small organization (like mine <15 ppl) - team members wear many hats and own records across multiple record/layout "types" recommendation - add data-sharing rules or permission sets (a la salesforce-style) where data sharing/access is permitted based on a record/layout type in addition to role/hierarchy. here's the use case: Company has 10 employees One founder One VP that manages A, B, & C functions of the business
Autoresponder for SalesIQ Leads
When a missed lead or Website Visit lead comes into CRM from SalesIQ is there a way to send out a response email? It would be a new lead with a specific lead source. It should not be that hard but I can't find an option. The response should go out immediately, of course.
Standard users cannot view Accounts (but have been given permission)
Hello, I've explicitly given my Standard users profile access to view and edit Account however when select the tab they are unable to view the accounts list. Why is this? Thanks in advance :) Neil
CRM developers??
Hi, Are there any CRM developers on this forum that offer their services (for a cost) to build Zoho CRM as per a clients business needs?
How dow we close/disqualify bad leads.
I have leads that have either left their company, or they are simply not interested anymore. How can I close/disqualify the lead without deleting their information?
Help... i cant delet mails in crm salesInbox
anytime i try to delete a mail, mail is deleted, but in seconds mails are here again! Any idea Thanks Rolf
Import Invoices
Hi All I keep getting this error when trying to import invoices. Child record not found. - Invoice ID i imagine i m creating new invoices i can create any invoice ID as unique number right?
Python - Unable to parse XML data
I am trying to insert data into contacts, but I am getting this error. Can anyone help what is going wrong b'<?xml version="1.0" encoding="UTF-8" ?>\n<response uri="/crm/private/xml/Contacts/insertRecords"><error><code>4835</code><message>Unable to parse XML data</message></error></response>\n' Here is the code: import urllib.request authtoken = '####################' params = {'authtoken':authtoken,'scope':'crmapi','newFormat': '1','xmlData':'<Contacts><row no="11"><FL val="CONTACT NAME">Hannah
IMAP question
Hi, I have two users in Zoho CRM. One of them, has inbox IMAP account configured to view the inbox of the corporate mail account. The IMAP has been configured so that the other user can send mail from corporate account. During some days, mails have been sent from both users to contacts and potential clients, so when enter one contact or potential client register, in the section 'email', all emails sent to that contact appear and can be viewed. Lets say user 1 has the inbox corporate mail account
Spam through Webforms - Captcha is bypassed
We are getting lots of spam emails through the Zogho CRM we forms. Spamers are bypassing the Captcha and Terms some how. When we contacted Zoho they says that there is no solution as it's a known issue. Onlythign they can do is to block the senders IP and which is not a good solution as spammers sends from different IPS. I wonder how zho forms are so vulnurabile and you are selling this still. Forms are submitted with below vaues and its clear that spammes are bypassign these values. I agree the
Zoho CRM for Touristic Administration
Hi, I'm currently working with a client, who's looking to administrate his hotel & resort with Zoho CRM. The system is mostly defined. The problem is the products module. My client has 3 types of products (Services, actually): - Activities - Transports - Rentals Activities and transports are easy to administrate. Problem is with rentals. A rental can be either an Accommodation (The whole section of the hotel), a building (A house or a building), and rooms. I need all 3 of them (Accommodations, buildings,
Add Button in Zoho CRM that Launches Creator App.
Is it possible to launch a Creator App from inside Zoho CRM using the Create Button? Also I would like to pass the Company name to the Creator App and have it automatically fill in the Company pulldown field in my Creator app (which is a CRM Integration field). I have code on the integration field that pulls the rest of fields to auto-fill the form. Any help would be appreciated.
How do I add back/find a standard module?
Help! I'm new to Zoho CRM - I've managed to delete (or can't find) the standard Quotes, Invoices, Sales Orders and Purchase Orders modules. How do I add back/find? Many thanks JG
Workflow for Automated Deal follow up
Hi, we want to set up a workflow for an automated deal follow up on deals that got a quote already. It should look something like this: On deal: If last activity date > 10 days and scheduled activities are past due then send quote follow up email #1. Create and close task to update last activity date. I just can't see scheduled activities to deals and check their dates to create a condition to do my automation. Is there any way to do that? Thanks Michael
IMAP configuration
Hi, I am trying to incorporate Zoho CRM to my company, and I have a problem. I will try to explain it: My company has a mail account (i.e info@company.com). And there will be two users in charge of the CRM, each one with his own personal email address, outside the company (i.e @gmail, @hotmail). Both are administrators. When the first user logs onto ZohoCRM, goes to Configuration, Channels, Email. There, he configures IMAP, with the info@company.com data for account, server, SMTP, etc. From then
"Read Only" option not available in Shared Data?
Hello, I´m trying to set some permissions for shared data, for example products, so vendors can see products but not edit them or eliminate them. The option of "Read Only" doesn´t seem to show up, I don´t want my vendors to modify products or eliminate them. The picture is in spanish but you get the idea. Any hints of why is not showing up?
CRM - Custom Module
I have created a custom module name "Properties" where i store details about land,house,etc... From the canvas view of properties i want to select properties and mail their details to some of my CRM Contacts. To do this i have try to create a custom button(with custom function) to send a mail but i am having some issue: 1) How to open a popup and select the contacts to whom the properties details will be send 2) How to retrieve all selected properties details from within my custom button : I am
Mass delete campaign from member status
Hi, is there anyway to mass delete a campaign from member status? We have a big list of clients that were added by mistake to a campaign, but I can only delete them one by one from the campaign. Thanks.
Problem identified with adding contacts to an event
We set up external meetings via CRM by adding related contacts to the event. When in the event you can search for via those contacts you want to invite via related contacts and identify the correct contact by clicking on the button on the left of the contact. By clicking on that button, the contact is added (or should be) added to the event. I have reported this issue twice on the chat and it remains unresolved. Can someone explain how you set up an event and add a contact to that event if the select
Setting up Zoho for my business
Hello guys, would like to get some tipes as i'm having difficulties implementing my business Logic using CRM. Background: My business is 100% lead generation and distribution to multiple partners. We generate leads for multi industries from various sources, capture it in CRM, and then using webhooks functionality to fire the data to our partners systems. Who/What is partners? Partners - People we are doing business with, mostly SMB’s with a single point of contact. we send data (leads) to the partners
Accounts with no Calls
Hello, Is it possible to create a view/report (or anything), that can show me which Accounts have not had a call recorded against them within a certain timeframe, or ever? This seems like it should easy but I can't find a way to do this. Thanks in advance.
CRM for associations?
I am the actuary of an association with approx. 200 members and was wondering whether anybody is using Zoho CRM for typical tasks: Keep track of members (entry date, payment of membership fees) Keep track of board members Keep track of events (member meetings, excursions, etc,) and attendance of such events Sending out invitations to all members Sending out invitation and communications (minutes, letters, etc) to board members onlyCRM offers much more features than necessary for such simple administration.
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