How are "bar view" colors chosen for CRM Calendar events
I like to view my CRM Calendar in "bar view" but there is no rhyme or reason for the color's chosen by default. Is there a way to choose a color for events. With random colors chosen I cannot make sense of my calendar as the appointments stack up Thanks
How to pass ID in a Webhook URL from Zoho CRM?
Hi, I want to know exactly how to pass ID of a record into Webhook from Zoho CRM, and I see that there are two options to pass parameters, 1- Append Entity Parameters 2- Append Custom Parameters. I want to know, what is difference between these both. And I also want to know, Can we use LocalHost in Webhook URL instead of live server? Please guide me. Any help will be appreciated.
Integrating Zoho Mail in to Zoho CRM
I am trying to figure out how to see my emails sent/received from Zoho Mail in the Zoho CRM with leads/contacts/accounts. I understand it is not possible to link contacts, but I should be able to see emails sent and received. I have seen past questions about this and they almost always reference an add-on but I am not finding one. Can you please provide the steps. Thanks!!
How can customers update their own profile? want to run automation marketing campaigns.
Once a year I would like to send an email to my existing customers and ask them to update their own profile, within a form. Therefore I would need an individual link that with direct connection to the database record. This feature is very powerful, because you can use it to enhance dataquality and even gather more data with surveys or subscribtionforms. Does ZOHO provide that opportunity? Is there a workaround? See what i mean with mailchimp: http://blog.mailchimp.com/how-to-pre-fill-items-on-your-mailchimp-hosted-form/
Can I create a Billing Address Field on Cases that pulls from the account information?
Can someone please help, I need to have the Billing street, city, zip etc pulled from an Account to a Case. Can someone please let me know if they have added these fields to new modules and how the data is being pulled. Leah Edwards
Add Industry / Sector to contact in free licence
Hi, I am using this as a single free licence and just trying to set things up and wonder if anyone can please let me know if it is possible to add a sector/industry field to a contact for easy sorting etc? Many thanks David
CRM Export/Report
Hello there! I stumbled upon a little problem while trying to create some sort of report in Zoho CRM. I just wanted to create a csv-like file with specific fields. First I tried to accomplish the export with the help of the export functionality under setup/Data Administration but that allows only the export of single modules where I would have to combine them myself. The tab "Report" is usually enough but in this case it allows only 3 additional modules to create a report which is not quite enough.
Custom view criteria for Task Status show "No results match"
Gents, While creating a custom view in the activities and after applying couple of filters the options are not available to pick from when task Status is selected This does not change whether AND or OR is used and does not change either when changing the parameter "is" to any other option I tried typing the status but that did not work either Print screen is attached below I appreciate your help in advance Best Regards, Ehab
How to auto populate "company" field?
I would like when I create a lead, to make sure "company" field is populated as same as lead name? is there a way to do this? thanks, guys!
Custom Fields, Accounts - Sharing
I have custom fields for accounts that I create. I can see the data myself on my iPhone & iPad apps, but my outside sales can't see those data fields. Do I need to share those fields with them and how do I do that?
Product description in templates
Hello, 1. Is there a way to limit the product description in line item 2. Is there a way to show the complete products description on a separate page than the quote, lets say after the terms and conditions. I tried to use but it shows description for only first product, how to get it done to show complete description for all line items...
Is it possible to schedule autoresponder emails more than 45 days out?
I'm looking at implementing some drip-feed marketing processes. I can setup the dynamic autoresponder with initial email and multiple follow up emails. My problem... it seems you can only schedule an email to be sent up to 45 days out. Does anybody have a way around this or a better implementation with custom functions? much appreciated
Sorting Contacts by Description Field
Hi, I am new to Zoho and I am wondering if it possible to sort contacts using the description field as I can do with town and name etc? Many thanks David
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Data Sharing in Free Subscription
Currently all my contacts are imported under a single ownership. If I want to make my contacts and accounts data visible to all people under my companies subscription, how can i do that?
Show all contacts attachments on the account level
Just wanted to ask, wouldn't it be nice if we could see all file attachments for all contacts associated with an Account on the Account page? Right now if a user attaches a document to a contact it is only available on the contact page, If an account has 5+ contacts it can be frustrating to try and locate where the file was attached. I think it would be nice to be able to just go the the Account level and see all files attached to all the Account's Contacts. Thomas
cannot add new contact
Hi today when we add a new "company" and after we define a new "Contact" the system doesn't activate the form of the contact but remain in the status "loading" ... I attach a screen shoot. Pls can you help me ?
Creating a new contact "Loading"
I am not able to create new contacts. Once I click +Contact or + New Contact , "Loading" message appears at the top and nothing happens. I am using Safari and Chrome . Any ideas? I am currently using a free version of Zoho CRM . I have around 1500 contacts, is there a limit with the free version? Many thanks! Kristiina
Adding Leads - Trouble? I have around 1700 leads, yesterday I tried adding more...
Hello, Yesterday I went into my free Zoho account to add additional leads around 1,700 and when I clicked on the link to add leads the screen went blank and it just showed "loading" but the menu screen never came up? Using Firefox Today I tried, the same thing happened, so I tried Google Chrome and still the same problem. Is there any technical issues going on? I have read that under the "free" account you can have up to 5,000 leads. Please help, Al
How do I "organize contact details" for ALL my contacts
I have read various topics and I know how to do this with the "gear" for a given contact but i want to do it for all of them at once as there are fields we simply do not need and that I want hidden such as "Attachments" or "Invited Events". I do not see this to be available for ALL records at once. Thanks
Dashboards
I have a paid/standard edition of crm. Would like to use the dashboards but cannot find them. How can I find the dashboards? After two days of searching help topics on this, nothing has helped. Ra
Qoute template prices
Hello, is it possible to use some other currency field from products module (so i don't want prices to be read from default unit price field) in Quote template (in the Total column) and perform some math calculations on it? Thanks
How can i add isn't, contains conditions in search criteria for searchrecords API Call?
i want to search lead based on multiple conditions and some of them needs different conditions like isn't, contains, not empty etc... how i can use these conditional operators in search Criteria for SearchRecords API calls?
"Mass Email" from Leads reached recipients' SPAM folder
I'm new to zoho CRM. I specifically upgraded zoho CRM to access the mass email function. Unfortunately, when I saw zero replies, I asked one of my recipients to check their inbox. They reported the email went into the SPAM folder. Please advise on what I can do as obviously this is really important. The only thread I could find was here, but there was never an official response. Many thanks in advance.
Put Zoho ID into a field
How can I automatically fill a field with the Zoho ID? So let's say I have an Account record with id: 1820378000000199229 This value needs to be automatically put in a custom created field 'Account Number' on creation. How can I achieve this?
Need an alert for lead follow-up
Hi, Every time I call a lead and they tell me to call back a certain day at a certain hour, I want to be able to set up a reminded that will pop up or something and the exact time telling me to call back that specific lead. I don't want to do it as a task because it takes too much time, but I want to know if there is any way to actually make it a but faster and easier. Thank you very much.
How to get ID of newly created object in custom-function in Zoho CRM/Creator?
Hi, We want to trigger a workflow rule at the creation of Record, record is also created by a deluge script execution. In that deluge script, we have passed the ID of record as a parameter. Now there is a problem i.e. when we create record manually from CRM, workflow rule is triggered/executed successfully and is getting ID of newly created record successfully, but when we create record by using custom function from CRM OR from Creator by using map() function, then it is not getting the ID of newly
Zoho Email Template Strips out CSS Styles
I finally found a work around to add css styles to email template and you changed it again to strip out my code. WHY DID YOU DO THIS???
Email Template Folders Visibility
Our company has been using Zoho CRM for approximately 9 years. In that time, we've accumulated a lot of Email Template Folders. In order to delete these folders, it's necessary to remove ALL templates and then delete the folder, which is very time consuming and may result in deleting templates that may be needed at a later date. Would you please make this a lot more user friendly by simply making it possible to collapse the folders so that the user doesn't have to sort through all the mess? This
Company Logo
Is it possible to upload a company logo to Zoho CRM on demand? It shows the Zoho CRM image in the upper left hand corner of each page. We would like our logo to be there. Please advise. Thanks.
Can multiple vendors provide the same product to a client?
We are a training company so our "product" is the service (for example a workshop) provided by our trainers. The trainers are subcontractors so essentially they are the "vendors" moreso than employees. One client may order a day of workshops that 3 or 4 vendors will provide. I want to be able to create a report where I can see all the vendors that provided workshops to a given client. Likewise, I want to be able to create a report that shows each vendor and all the clients they have provided workshops
Daily Email Task Reminder
I have leads set with a daily email task/activity reminder and I receive the initial email reminder but no subsequent reminders even if I don't close the task/activity. Troy
How Do I create a customer group with specific criteria?
How do I upload data with specific group profiles into our database/CRM so that we can easily sort, find, and market to customers with specific profiles (I..e Customers who only buy blue shoes, or pink houses etc)? Thank you for your help!
Custom Fields Maximum Limit
Hi There, Recently CRM told me we'd reached our maximum limit of 20 integer fields in our account pages and wouldn't allow me to add any more. Since I have deleted numerous old integer fields that we do not need anymore but it is still saying we've reached our limit. In addition, when I try to edit an account or contact at the moment I am receiving the error message 'please select an active user'. why would this be? Could somebody offer any advice please? Much appreciated. Sarah Cutler
i can't see my opportunities in the activities dashboard
Hello, Excuse my bad english, I'm french I have just tried the ZOHO CRM free version. I can't understand why I can't see my opportunities in my dashboard Activities. I create opportunities whith term date, but, I have any notification in Activities. Someone could help me please, I absolutely need it Thanks
Zoho Crm Report
Is that possible to make report based on the zoho book's Invoices and estimates result in Zoho CRM? Because i saw the the a section view the Zoho Book's Invoices and Estimates in Accounts under Zoho CRM.
Outlook intergration
Hi, I'm new in using Zoho, if i'm correct there is a plug in for outlook. Can somebody tell me whre to find it.
reminders for Contact Birthday - is an event automatically?
In Zoho CRM if I add the date of birth to a Contact, will an Event automatically be created in the calendar? Is there a way to receive a Reminder about the date of birth in contacts? Thank you
Email integration and Zoho free edition
Hi. I have been reading through and find the FAQs and pricing sheets confusing as they mention emails and then say not available! Can you let me know in the FREE edition can i link my Google Apps account to it and sync mail to the Zoho contacts? The pricing sheet says Zoho Mail is not included yet on 'https://www.zoho.com/crm/help/zoho-mail/send-and-receive-emails.html' it says FREE edition includes 200 emails per day? My friend is setting up his business and I suggested starting with Zoho free
Backup in free version
Hi We are currently using the free version of zoho crm (we are/will be using paid versions of zoho expenses and zoho people) The comparison page for the versions says that the free versions doesn't have back ups, where as standard has 2 per month. What does a backup mean in this sense? Does this mean that the data in the free version of zoho crm may be lost and be non-recoverable given that is not explicitly backed up, or does this mean something else? Thanks Jonny
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