Why can't I delete contact name field or change it?>
It seems all the other fields pop up the editing pencil icon except the name field
Driving view and actions for accounts with associated contacts
From my perspective Accounts drive everything. Contact are "ride along". So the key action item (send an email, do a follow up , create a tag etc) is always Account first and then select the Contacts associated with the Account to take an action, individually or in a selected group of the selected Contacts, So to my surprise the ability to filter and create a view based on Accounts and then further refine it by contact is not available. The Mass Email feature seems to have this but you cant preview
Equivalent of "Send to Salesforce" email add-on (for Gmail)?
Newbie question here! I know I can send emails through the CRM, but is there an equivalent to the "Send to Salesforce" add-on (for Gmail users)? Thank you!
Trying to synch my Zoho email with Zoho CRM
Hi, We're using your free version currently. Trying to synch our Zoho email accounts with the Zoho CRM. Can't seem to make it work. I went into Setup>Email in the CRM and added my email address. But when I test it by sending emails to and from a test lead, no emails appear in the lead record. Can you help?
How to tell when a Deal has been Invoiced
Hi, hopefully not missing something very obvious here - I'd like to be able to automatically see on the DEAL page when that deal has been invoiced or not (from the INVOICE module). Is this possible?
LINK MODULES
Good morning Team I created a form that tracks visits to my clients. I would like to insert a field in the form that calls for another form. How can I do?
Lead/Contact Capture/Tracking from Events (and ROI by tying to deals)
Looking for instructions or a recommended best practice - We are attempting to track the ROI of our various marketing activities within Zoho, but struggling to do so. Background: The customers who buy our products often engage with us multiple times. Examples include: Visit our Website Meet with a salesman Attend a trade show/conference Attend a roadshow/demo event On the lead/contact form, we can trace back to their original contact method/event (source), but we are struggling to figure out
Deduplicate Leads against Accounts?
I know how to deduplicate leads and accounts separately, but is there a way to deduplicate them against each other? Over the years, we have lots of leads that were not converted to accounts, but were instead added as new accounts. So now, I'm trying to clean up our database and am stumped on how to do this, so we don't have people calling on leads that are already accounts. Thanks!
Wrong Calculation in Quote
Hi, we are having a major problem trying to set a Quote Template. The Subtotals (Items and Taxes) are incorrect: - Subtotal Items is exactly the same as Grand Total. - Subtotal Taxes always inform $0,00 (The Item is taxeable and the tax value is 10,5%) Pseudo Quote Example: Item Qty U.Price Total Product1 2 15,900 31,800 Product2 1 9,800 9,800
Unable To Sign In To MS Word
Hi, I have been experiencing problems with signing in to MS Word. I enter my email address and password, it takes a few seconds and then nothing happens apart from a new Active Authtokens starts up. Normally I would have the ability to select a template and then contact on the left. Tried this on a second computer with the same result. Would appreciate getting this sorted with some urgency as I have a large number of quotations building up to complete. Thanks for your help. Chris
Discounted Unit Price (Quote Template)
I run a wholesale business where my products all have a Recommended Retail Price, and then depending on who I am addressing the quote to, i.e. dealers or end user customers, different discounts are applied from this RRP to give them their Discounted Purchase Price. However, when dealing with multiple quantities of the same item, currently I can only find a way to show the 'LIST PRICE', which is my RRP, and the 'TOTAL DISCOUNTED PRICE' which is for the quantity of items being quoted. I would like
Save Invoice-Template in Invoice itself
Hi, I have the following problem: we have three different types of invoices. Each type gets rendered differently, so we have THREE invoice templates. Now, when we save an invoice, I'd like to be able to save in the invoice as well, WHICH template it should use when it gets printed... How should I solve this problem? Cheers
GDPR: A year down the line
It's been a little over a year since the GDPR (General Data Protection Regulation) was enforced across the European Union. It aimed to give more control to the residents of the EU over their personal data and hold companies accountable over how their customers' data is being used. The numbers don't lie, it has been effective in increasing awareness amongst customers as well as making companies more conscious about respecting their customers' privacy. Over the duration of the year the regulation
want to create a quote from deal based on criterias
Hello, we are selling residential properties. I want to populate a quote from deals based on 2 or 3 criterias (number of rooms, project, state). is there a way to do it ? regards,
Search API not working - throwing 204 Error
I'm using Python SDK to search on Contacts Module module_ins = ZCRMModule.get_instance('Contacts') search_result = module_ins.search_records_by_email(self.email) record_ins_arr = search_result.data it was working but suddenly it's throwing 204 Response error_content: INVALID_DATA-The given id seems to be invalid.. Error Details::None Access token is working fine Scopes are: ZohoCRM.modules.all,ZohoSearch.securesearch.READ,Aaaserver.profile.Read What is the problem here??
Potential id
I know that potential id's exist because I can see them when I use sheet view, but I cannot get them to represent in views or reports... help?!
"Call" Module - wish it was more customizable
For instance, we don't really care about duration and when you are adding a call you have to choose "call details" before you can choose inbound/outbound, so i would think it should be above it
Unable to import deals with Closing Date
Hi, I am trying to import some deal rows from an excel file. It asks me for a Closing Date column and I have two problems - 1) Even though I have populated this column on my excel with a date, the import keeps rejecting them (skipped) and the error reason is that the column value is being picked up as empty 2) I actually in the first place don't want to enter dates for this column for all rows since not all my rows are closed yet - but it seems that column cannot be empty Can someone please help.
Create a deal for a lead
I need help. I know I can create a Deal for a Contact but can I create a Deal for a Lead (before converting to a Contact)? Also is there a way to automatically add the Quote created in a Lead record to a Contact record during the conversion of a Lead to a Contact? I really need help with these questions. Thank you for your help!
date zoho crm
An extra day is required in the current data field. Example: There is data field A format "day / month / year and 1 data field B" day / month / year "but plus 1 day from data of field a
How do I make someone a Super Admin on Zoho CRM?
Hi Guys Okay so i had Zoho setup on my personal domain (domain-a). Then started a new business and loaded a new domain (domain-b). I created a alias on my original email account and created a new user for my colleague. So i had a CRM setup on my original account, but needed a CRM for domain-b, so deleted the crm on domain-a, but still couldnt setup a crm using the alias i created on my email from domain-a. I used the email i setup for my colleague to create the CRM and invited myself using my
I cannot edit the name on an account, and I am super admin
I never restricted permissions, and I should be able just to click on any field and edit it. Why is this so hard?
No last name for leads
I understand that last name is a required field for Leads. In cases where there is no last name, what is best practice for a placeholder? Options we are considering (not including quote marks): "Unknown" "NA" "Pending" "Last Name" "-" (dash symbol) In your opinion are any of these better or worse than others? Any risks or downsides to choosing any of these. Once we decide we want to commit to naming all our blank last names with that choice.
I need a Report that shows how many deals passed through a stage
Hi all, I am in need of a report that shows how many deals were ever in a stage. I need to see how many deals were in each stage over the course of a 2 week period. For Example, i have 5 stages: Qualification, Application, Shop, Contracts, and Fund. Say I have 100 leads that are converted to deals, and i need to show how what percentage of all deals converted my salesperson was able to get an application on, and also show what percentage of all deals converted they requested contracts on. I need
Managing company's internal records
We are digital marketing and digital product development company managing IT assets with custom module. For example, we have a module named "Servers" which we use to manage (only have details of the instance and not the actual management of servers) our customer's AWS cloud resources (EC2 instances). It's all good when the server belongs to one of our customers. We also have internal resources like servers we use for production, testing, development, proof of concepts, etc. What would be the best
Lead owners view only their own leads
How can I segregate leads so only lead owners see their own leads?
Contact ID Number appearing? How to Stop?
Hello one of our users is having an issue with the zoho user id number appearing in the feeds can you please assist us with how to fix this issue? Screen shot attached.
Cannot Delete Pick List Option
I cannot remove options from the pick list. When I try to click the delete button (highlighted in the image) nothing happens. There is no error message or any sort of response. I am on the free version, but wasn't sure if this was a limitation of the free version or something I am doing wrong. I can add options using the "Add Options in Bulk," but cannot delete them.
Is there any CRM API's extensive list of Exception responses?
Hi, Can you please provide all the exception responses for your API. Thanks!
Can't edit properties in industry field (Leads Module)
When I click on "edit properties" in industry field - nothing happens. How to fix it?
Zoho Dashboards sync to Zoho CRM
Is it possible to have a dashboard or page sync with Zoho CRM data in which I can show all my deals and each possible status or stage as a column? Report should be like a spreadsheet. Users should be able to click a radio button on each column to mark in which stage the Deal is. Also, each cell should be colour coded manually, user can change the colour of each step/stage and add a note. When user scrolls the mouse over the cell it should show the note to explain the colour of the cell. Do you reccomend
Feedback for the Updated Zoho CRM Fields
Hello, This morning I noticed a new style for the Fields in Zoho CRM Modules. I would just like to say, I am not a fan of this update and would like the Field style to go back to the previous version. To put it simply, there are too many lines. I don't need a dash to indicate a field is empty (as seen in View mode). And I don't need bordered fields to know where to enter the data (as seen in Edit mode). This update makes absolutely no sense to me, and only causes more visual clutter on my screen.
get an error when trying to get token
when i trying to get an token. can any one help in this situation? https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=ddazad@xxxxx.com&PASSWORD=AvhF9YCpY7yI&DISPALY_NAME=CRM
Error in generating Auth Token
I am trying to generate auth token after successfully generating code and using the code when i try to generate token i am getting error
Importing Leads (New and Update)
Hello, We have a list of conference attendees that we want to import into Zoho. The list does not contain email addresses. We want to check for existing leads in Zoho and flag them as part of this new conference. Is there a way to do this without emails? We used to use RingLead to do this for us.
New UI Layout Issue: Popup screen for mandatory fields & overlapping error messages
There's a small css issue with the popups that occur when fields are set to mandatory in a layout rule. Scenario: User sets a field to X which triggers a layout rule that sets a field to mandatory. This causes a popup screen to prompt the user to enter details (which is great). 1. The user can't see the full tooltips within a field 2. If user clicks save without entering info the error messages overlap with the fields. See screenshot attached. (I'm on safari 12.0.2, Mojave 10.14.2)
How do i search both contacts and accounts together
I just want to be able to view ALL contacts sometimes
About Integration
Can I inegrate Zoho CRM with the plugin ( this is plugin link https://codecanyon.net/item/booked-appointments-appointment-booking-for-wordpress/9466968 )
Sorry! Your account has been disabled.Your Zoho CRM account has been disabled and you will not be able to access it. Please contact your Zoho CRM administrator for access!!!!
I just bought CRM Enterprise and now cannot log in! This is urgent. I will cancel my subscription if I don't get assistance! Sorry! Your account has been disabled. Your Zoho CRM account has been disabled and you will not be able to access it. Please contact your Zoho CRM administrator for access.
How to delete a custom home page option view?
I have a custom home page option view that is no longer relevant. How can I delete this custom home page view?
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