• Does support always suck???

  My company has been trying to trial Zoho Projects and CRM and there is literally no support. Today I've emailed twice, submitted through the website form, called several times and left voicemails and have ZERO response.  We're a new customer to them getting ready to pay them thousands per year and the support sucks!!! What can we do? We're ready to take our business elsewhere.

• Losing lead creation date when converting to customer and potentials?

  My problem - Currently when you create a new lead in Z CRM it is time & date stamped, once you convert the lead to a customer it is then re stamped with a new time and date losing the original information. The reason this is important is when you want

• How to map fields when creating a record from a related list?

  Hello! When I create a "Deal" from a "Contact" (Going to the Deal related list and clicking in "+ New Deal") I would like that some common fields would be mapped (like when converting a lead into a contact). Is this possible? If not, would you suggest me a workaround? Some information that was captured on a "Contact" record needs to be taken into the new Deal record created related to that contact. Thank you! Juan

• Configuration - Zoho CRM / Xero Accounts link

  Hi All, Understand that this question may have been asked multiple times before however I'm looking for some basic guidelines on how one would setup integration between the Zoho CRM / Xero applications. We'd be looking for it to serve the functions of

• Zoho Creator to Zoho CRM - Create new record with attachments

  I am trying to create a new record in our CRM when a new record is created in Zoho Creator. This works well with simple fields, but I am having trouble figuring out how to pass out an attachment.  link1 = "https://creatorexport.zoho.com/paulina108/dev-app/View_All_Visits/"; recordid = input.ID; link2 = "/patientAttachments&privatelink=9C2k9U29NCUwF7XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX"; attachmentURL = link1 + recordid + link2; I would then use this URL with zoho.crm.attachfiles as the file object along

• Difference between notifications feature and webhooks feature

  I see that there is a Webhooks feature as well as a Notifications API which on the surface seem to do the same thing. What does one achieve over another and which one would I use for which use case. For example, I have a web app where leads, products

• How can we use something other than Account ID or Account Name as an identifier to match up data when importing data to Zoho?

  We are trying to import new data to Zoho for accounts (add industries etc). But the account names in Zoho, may be slightly different to the Account Names in the importing file, which causes issues in the long run. However, we have a 'client code' custom

• How do I assign Permission to specific personnel for access of data?

  We are new to Zoho and about to go company-wide with this CRM.  Can I assign specific permissions to personnel?  Can I block the view of our Contact Manager and client list (example)?

• Editing Text Content in Email Templates

  Hi, I'm experiencing issues with modifying email templates in both CRM and Campaigns. Creating a new one is fine, but once it has been saved, I am unable to make any changes to a text box content type. This is happening regardless of whether I try to modify a Header or standard Text content block. Tested on three different computers and two different browsers (Chrome, Firefox) with the same result.  Any help would be really appreciated. Kurt

• Countdown in Forumla field

  Is it possible to get a countdown in formula field?  I have a date of birth field, and also an age field. (Year(Now())-Year(${Contacts.Date of Birth})-If(Month(Now())*100+Dayofmonth(Now())>=Month(${Contacts.Date of Birth})*100+Dayofmonth(${Contacts.Date

• Bugs on CRM since 1 or 2 hours

  Hi, javascript Errors on CRM (leads view for example, tabs view). when I inspect Developper console of browsers, I saw a lot of scripts errors. On the CRM, it is impossible to order the Leads view by column name, Created time or any column (javascript

• Workflow to add Lead to Mailing List?

  Hello Zoho Community! I'm hoping someone can help me since my campaign is launching in a few days and I cannot get my sync to work consistently between Marketing Hub and the CRM. Customer support helped me once but the issue keeps occurring. The sync is not consistently adding new leads from the CRM to my ALL LEADS mailing list in Marketing Hub. I'm wondering if there might be a workaround. Can I create a CRM workflow to add a new lead to a mailing list?  I'm just trying to get all of my new leads

• [Webinar] Why do Accounting Firms Need a CRM System, Presented by CPA Ty Hendrickson

  Hello accountants! We hope you and your clients are well. For accounting firms to succeed, they need to engage consistently and directly with every client. That means having a multi-functional system for managing every client relationship so no one falls

• How to include data from related record(s) in an email template.

  I'd like to trigger an email if an account status changes to cancelled. That's the super easy part. What i'd like to also do is include information from any related potentials so that we know who the last potential owner was and how much that potential

• Default value for multi-line field

  It would be very nice, if ZOHO CRM would allow to set a default text in a multi-line field.  There is no technical reason why this should not be possible. Please implement this!

• Two Businesses / One CRM

  I was wondering if anyone has had any experience running 2 complementary businesses / 2 different products... using the same database.  Let me explain. 2 different products, 2 different brands.... targeting the same prospect companies and the same decision-makers. Option 1: Each lead/account would need to have one owner for each product, but the company details and contact details would be common to each.  The task and event records could be separate or joined... really doesn't matter.  Opportunities

• Stock Control

  Having finally managed to do tiered pricing I thought my stock control would be easy. We create an estimate. Once that is accepted the stock would be needed? Nope So then I figured we needed to create a sales order - that works. But it cannot be automated

• Mass remove contacts from campaigns

  Is there any way, within Zoho CRM, of mass removing contacts or leads from a campaign? It's possible to bulk add contacts to a campaign, either from a contact view or from the contact related list in the campaign. But the only way to remove them is one

• Here's what you can do with your DocuSign Extension

  Contracts, agreements, and other documents have always been an integral, concluding part of any sales process. With the free DocuSign Extension for Zoho CRM, we've made certain that your signing process is entirely digital, and there is no need for copies,

• Automatically resend form if no response

  I have Zoho forms linked with Zoho CRM and a button within the CRM triggers the form to be sent to a customer when an order is received. This is setup through a workflow that when a button is pressed in the CRM, the form is sent to the customer to fill

• CRMとマーケティングハブどちらが適切でしょうか？

  ZOHO　CRMまたはマーケティングハブいずれかの導入を検討しています。 やりたいことは下記のようなことです。 ・顧客を登録する ・顧客を分類する ・分類して該当する顧客には一ヶ月ごとに定期的に送信したいメールがある ・できれば上記のメールは顧客ごとに部分的に文章を変更したい ・上記とは別にステップメールを送りたい どちらを導入したらいいでしょうか？

• Updating contact and company details in CRM via forms

  We want to send our contacts a mail on a yearly basis through which they can confirm or change their details (including company name). This is important as our clients are educational professionals, who often change school or oganisation yearly. We have

• Is it possible on invoice creation, to automatically send the invoice as pdf from an inventory template, to the client?

  In combination with Zoho Flow, I've managed to automate the creation of the invoice in CRM, but cannot seem to figure out how to send the same invoice as a pdf attachment to the client via email.

• PostCode Or ZipCode Lookup - PCA Predict

  Hi, I have been waiting for this chrome extension to come out and now its live. PCA Predict a UK & international postcode or zip code lookup service have made a chrome extension that can be configured to work on Zoho CRM :)  https://chrome.google.com/webstore/detail/pca-predict-real-time-add/ghoaecjajgjgmildhfkbckibpamokhgc?

• Unbounce Integration with Zoho CRM offer No Round Robin Assignment Options

  The Unbounce integration with Zoho CRM falls short as it is not possible to use Round Robin assignment among selected users. An option is to assign all leads to a single user for manual assignment. Another option is to assign leads to every user in the system. The latter option is, of course, a deal breaker for most companies as not every user is in sales or properly trained to make outbound calls on fresh leads. Either scenario requires active management by some to allocate leads to qualified sales

• CRM User Table

  Respectfully requesting you add the ability to sync the entire CRM Users Table including Custom fields as part of the CRM - in other words, under Data Sources, Edit Setup, please show the User Module and let me select the fields to sync. Thank-you

• Transferring contacts to another layout

  We are revamping our entire CRM and reevaluating fields.  I have created a new layout with the new fields so now I have a few question as to how i can get everyone moved over.  1. Can you do a mass transfer of contacts from one CRM Contact Layout to a new one? 2. What is the easiest and most accurate way to move information from one field to another?  ie we are replacing an organization type with a more broad field and would like to make sure everyone is accounted for.  Any help or guidance would

• {"code":2930,"message":"Error Occurred. We are sorry for the inconvenience."}

  Hello, Im trying to update my conections with Zoho Creator from V1 to the new. I have a simple update getRecords and updateRecord, but both are giving the same error: {"code":2930,"message":"Error Occurred. We are sorry for the inconvenience."} The code is this way: searchB = zoho.creator.getRecords("roboplan","planeamento-plano-b","Tasks_Report",criteriaB,1,200,"creator"); And creatorB = zoho.creator.updateRecord("roboplan","planeamento-plano-b","Tasks",creatorid,rowDataB,empty,"creator"); I've

• List segments in Zoho campaigns does not show me the contacts that belong to that segment

  Hi there, I want to create segments based on industry sector within my mailing list that I sync'd from CRM, but once I have created these segments and added multiple criteria I can't view the contacts within each segment. All it says is "No contacts available in this view". Now I don't know whether or not my segments actually worked. How I did this: 1. In Zoho CRM I created custom fields in my Contacts module. These fields are called "primary sector" and "secondary sector" and they are under the

• Updated values imported from CSV not visible in Timeline?

  Hello, When importing a CSV file to update a current record, changes that are applied do not appear in the Timeline. Is there a way to make the changes show in the Timeline? For example, you have an account called XYZ, which was originally named ABC. I'd import the account with name ABC first, and then import a second file with the current name. The name shows XYZ after the second import so the account was updated, but there is no record of the field change from ABC to XYZ. I don't care that the

• Accidentally deleted sync account

  Hello, We accidentally deleted the user account that was used to generate the Zoho Services Communication key for syncing between desk and CRM. When we try to delete the sync integration to build a new one with a new ZSC key, it tells us we need to enter a valid ZSC key, but the person who generated that key is no longer with the company and his account has been deleted from Zoho. Any idea how to fix?

• 2 Way Calendar Sync with Zoho CRM

  Currently experiencing some issues with Sync of Zoho Calendar and Zoho CRM Which of the following options provide a 2 way sync with Zoho CRM 1. Zoho Calendar 2. Google Calendar 3. Outlook (Office 365) Just finding it frustrating currently as so many applications give the option to add appointments to Google and Microsoft only. Any advice, opnions or suggestions would be much appreciated

• Survey Reminder From CRM Workflow Rules In Automation

  We run training classes and afterwards we have a Workflow that sends the students a few emails over time.  Two of those emails are surveys (one right after the workshop and one that happens 90 days later).  Is there a way to have a reminder sent to the

• CRM Contacts Birthdays

  How can I create a view that shows me the contacts that have their birthday on the current week so we can be aware of it. Thank you

• Integrating Zoho Orchestly with Zoho CRM

  There doesn't seem to be any formal integration between Zoho CRM and Zoho Orchestly which is a real shame. The only integration one can do is to modify records in Zoho CRM but what if you need to view Jobs that relate to a CRM record? It's highly likely that Jobs are going to be related to Zoho CRM records in some way and an integration field in Orchestly that points to a CRM record would go a far way.  One could build your own, but if you look at the Orchestly API there is no way to search for Jobs,

• Create Manual Unsubscribe Link

  As a requirement of my privacy policy, I need to build a web page where users can manually unsubscribe by entering their contact information and managing their subscription preferences. All the tutorials I see only work if the user clicks the unsubscribe link from within an email that was sent by the Zoho system. This does not suite my needs. I need something similar to this which is hosted on a web page and accessible/functional through direct url access. Thank you.

• Attach Files or Photos to records using Zoho CRM Developer API

  Attaching files to records directly from your desktop to a record in your CRM is easy. But then, what happens if you want to attach files from an external service? Let's say - you have connected your CRM account with an Invoicing Application using our Developer API. You want to attach all invoices to corresponding records in your CRM account.  Our Developer API now has methods that let you do this. uploadFile Method The uploadFile method lets you attach files to records. When files are uploaded,

• Zoho CRM Inventory Templates - HTML to PDF Conversion

  Hi, I've created an Inventory Template using HTML & CSS and it looks good on the first page but when the content overflows on to the second page it appears to be cut off. And it also starts at the very top as you can see in the attached photo. It should start with some padding at the top. Ideally, it should use the css padding I have defined and apply to every page but it only does that on page 1. The HTML editor also strips off any @css rules such as media & print so I don't have much control. Can

• Retrieve CRM Invoice Subject Field in custom function

  For some reason the invoice "subject" field is not returned with the zoho.crm.getRecordById method.  Essentially all other values except the field that is required to create is not returned.  Very odd.  But I need a means to retrieve this value in a crm custom function.

• Adding information on a Related List from a Subform in another Module

  Hello! On "Deals" I have a lookup that connects with "Accounts" and produced on "Accounts" Detail View a related list. On this related list, I can only select fields that are NOT included on a subform contained on "Deals". Is there any way in which I can make a related list with this information? I have two subforms with important details of the Deal that need to be available in the Accounts. These are: Course information from a n amount of courses per deal, from a provider in Accounts. Payment Plan

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