• Gmail contact addon

  Hi there Is there any way I can see relevant CRM contact details in Gmail? (Like hubspot Sidekick, etc)? Are there plans to make a gmail extension so I can easily create contacts without a bunch of back-and-forth from gmail to CRM? thanks!

• Dissasociate A Product From a Deal

  I just wan't to know how would i dissassociate a product from a deal which was bind in past. How will i dissassociate that product from that deal with Api..  Please guide me ASAP

• Remove ALL DEALS option from invited user

  I wan't to remove the option of ALL DEALS from the user i 've invited. Actually he can see all the deals which i wan't him to see all the deals. So tell me how would i remove that option from my invited user.

• Bind PRODUCT with a Deal with api

  Please guide me how can I bind the product with a deal just like we can do this in frontend of zoho crm.. How could it be possible with the api ?

• Custom function to copy info from Potential to Accounts

  Hi, So I have in my Deals (previously named potential) two fields, both are Picklist type. During the conversion stage, my people are updating those two Picklist, one is named ''DMS Service'' the second ''DMS Sales''. By default they are set with ''-'' value. I'd like a custom function that when, the picklist is updated with one of the 10 others choice available, it's update another picklist named the same ("DMS Service" and "DMS Sales") but in the Account module. Note that in my Deals, the ''Account

• Unsupported Field - Templates

  I constructed a template but cannot save it.  I keep getting an "unsupported field" error.  I started this email from a Basic Template, and cannot locate the field at all in the document.  I attempted to "redo" the document from a blank template and am still getting the same error with the same field.  any thoughts?

• Event Types Issue

  I also sent this in an email to CRM support (five days ago), but have not received a response... So I thought I'd try here instead to get this issue resolved. I am having a problem with the Events displaying their type. I made a change to the event type categories (replaced an existing category with a new category) and Zoho alerted me that the related events had been updated accordingly. However, now the event information is not displaying correctly in the pane, and when I try to search by activity

• Bind Contact with Deal With the Contact Id Via Api

  I'm trying to bind my deal (Potential) with a contact, It is binding with the api but the main problem is this is binding working with the contact name Not with Contact id.  What will happen when i'll bind the deal with the contact which have same names. ? so i need to bind this with the contact id not with contact name.

• Grand Total does not show

  Hi, I have a problem from last week. When I create an invoice the grand total field appears empty. I have tried with different templates but it only works with the original one, which it is in english and we need to create the invoice in spanish language. I have seen a lot of comments in the forum about this issue but I do not see any solution. Could you help me, please. As you can understand this is very very important for us. Thanks

• How do you connect with JDBC?

  I was able to find this post here that shows how to connect to Zoho Reports but I am unable to find any information on the CRM. I'd like to connect it to Jaspersoft and SQuirreL. Thanks

• API getRecords and Layouts

  If a field "Sample Field" is added to a specific Layout "New Layout" and is not added to the "Standard" layout, the getRecords method does not return any data related to the "Sample Field". There is simply no element in the XML tree for "Sample Field" The workaround is to add the field to the "Standard" layout.

• Outlook Plugin for CRM does not "pull" all contacts from CRM

  Current Edition of CRM: Professional Current version of Outlook: 2016   Potential Issue: Syncing contacts from CRM to Outlook failed to pull all contacts from CRM (it pulled 60 of 197 contacts) After some research, it was found that the plugin was only pulling the 60 contacts that were set to Standar" layout in the Contacts module Viewing non-synced contacts in CRM clearly showed that the record layout was not the Standard module layout Since this is Professional edition of CRM the layout cannot

• Activity RELATEDTOID, SEMODULE

  Currently, the CRM to Reports integration does not appear to provide the ability to pull over SEMODULE or RELATEDTOID fields.  This prevents any sort of robust reporting on activity vs revenue. Is this on the radar, did I miss a checkbox somewhere?

• How to integrate data collected into CRM and Desk -

  Hi, We are using CRM, Invoice and Desk and would like to set up some integrations between the apps when we collect information. When we obtain a new client we need to gather the following info: main account information 3 different account contacts (main, billing, technical) give them XL sheet to fill out and a way for them to re-submit it We would like to give them one form to fill out, triggered through an email from Desk.  That form will then populate CRM and Desk ticket.  Desk will trigger tasks

• How to clean/correct billing or mailing address to meet USPS postal standards

  We need to export CRM Account data with mailing addresses for a report that we need to upload to a government agency (FCC).  The gov't file upload tool rejects addresses that don't match US Postal Service standards, which is a large portion of our customer data. Is there a Addon or other automated way to "clean" our address fields to meet this USPS standard.  Most of our CRM data is initially created via a webform by our customers, which is why we don't have a lot of control over quality (we don't

• sync Mail Cal with crm cal

  can i sync https://calendar.zoho.com/mycalendar  with https://mail.zoho.com/zm/#calendar

• Is there a proper way to sort CRM potentials with same percentage other than closing date?

  Hi! So in our CRM we are in need of having our potentials with same percentage sorted by any other mean that isn't closing date. Having it be by Account name would be great since our business deals with several locations and we store them on the CRM starting with each location's state postal code and have mostly everything sorted this way in our files for easy access. I wouldn't want to have to work around this by setting closing date increasingly by which ones I want first (this is silly, the CRM

• Display Issues with Outlook and Zoho CRM Plug In

  Since installing the CRM Plug In for Outlook all of our staff are experiencing display issues in Outlook, such as black boxes and other graphics failures. Is there a fix for this?  Our work around is to close and then reopen Outlook, which is not a great fix.

• Using CRM Variables in Webhooks parameters

  Hi all, I have a question about Zoho CRM webhook, and the support can't help me. I am using webhooks, triggered by workflow rules, to update data from ZOHO CRM ( accounts, leads, ...) in another application. So I have several webhooks to push updates, deletes, creation, ... for several modules. All of these webhooks are using a specific parameter ( an api token) that is not the ZOHO CRM api token !!!!!  ( I am sorry, but the zoho crm support on the live chat is not able to understand that,  .....

• Is there any way to assign where an outbound email is filed?

  I have modified my modules, and cannot seem to find a way to choose where my outbound emails from Outlook are being filed. They are all coming in under the wrong module & transferring contacts between modules is proving to be a problem for Zoho CRM.  Any help would be greatly appreciated.

• Bad Credentials 400535-5.7.8 error

  Hi My colleague started getting the above error when emailing through Zoho.  I checked to see if TFA was enabled, it wasn't. I attempted to change Zoho password so that it isn't the same as his Gmail account but was unable to.  Checked all email settings and they look correct.  Not sure what I can do next? 

• AWFUL TECH SUPPORT!!!!!!!!!

  I am having issues with the potentials module and field "stage" record not displaying the correct value, it is instead displaying a random number..... ie - 179798000028876089 etc. I contacted live chat who after explaining over and over iv tested to confirm its not a browser or user issue gave me a screen share.  Nevin then tried to fix the issue by testing the issues on many different records within the live CRM!!!! all now with stage values that are not linked to any view and could be lost....

• Error Message: all host pools marked down. retry burden pushed out to client

  Hello,  Every time my colleague tries to forward or share an email the error message appears saying "all host pools marked down. retry burden pushed out to client" and then it won't permit her to send the email.  Any assistance and information on this topic would be greatly appreciated. Many thanks

• CRM won't let me add my company name etc into the fields.

  Have a zoho mail account.   Tried to go into the CRM account.  It takes me to a screen to "sign up my company".  It will not let me input any information into the fields.  Tried on both MAC and DOS. Same result.   Attached is a screen shot.  I cannot enter any information (not even a logo), and I cannot get past that screen. 

• When to use CRM workflow rules or Campaigns Automation?

  How do we know when to use CRM workflow rules or Campaigns automation to send a triggered email to a customer based on criteria?

• Email search doesnt show last emails

  Hello, In some of our accounts we cant get all the searching results from a query For example if we search a company name we olny get results from a late date on. We dont get the most recent received ones. Regards,

• CRM Campaigns integration gone wrong

  Hi, my colleague and I are on the same organization in CRM but cannot connect in Campaigns. He tried to integrate my account with his Campaigns account and now we are stuck. He cannot remove the account integration anymore and I cannot sync contacts. 2 Problems: . Why can't we see each other in Campaigns although we are in the same realm in CRM? . How can we break the integration from my account into his campaign account? Thanks and regards, Anja.

• inventory template with fixed header and footer - how can I create that? NEED urgent help

  Hello there, I am not a pro in creating html files therefore it is quite disgusting that a powerful crm like zoho is not able to help properly. We do not want to spend more money for a fixed footer - we just need some help. I need help today with exactly the same issue - I tried this solution but it does not work for me either. Header is appearing on second page but the footer does not appear on any page anymore. What do I do wrong? I am sorry for my English - I am from Germany and I hope that you

• Email from Module

  Hi, I hope someone can help me, I'm setting up my CRM and trying the email from the modules, when I click a lead I can only add a another lead in the CC of BCC boxes. For instance I want to email a lead but I want to BCC a contact, I can't. can someone please tell me what I'm doing wrong

• Associating Emails with Contacts

  Hello: How can I associate an email sent or received from a contact with a different contact? Foe Example: I want to send an email to John Smith. The content of the email concerns another contact, Mary Jones, but I do NOT want to send the email to Mary Jones. I do want this email and any replies to be associated with both contacts though so I can keep them straight within the deals, accounts, and contacts modules. I have looked, but can't find an answer anywhere. Thank you in advance for your reply.

• SalesInbox Activation for ZOHO CRM

  We are on Enterprise CRM and I was looking at the SalesInbox Email tool. If I request access, will this effect all my users? Or do I enable this for each person? I have one user using POP3 because she needs the email button. Will this switch her automatically to SalesInbox if Igain access? Lastly, the rest of my users are using Imap... Happen to them? Thanks!

• Duplicate Leads?

  How do I prevent duplicate leads from being created? 

• Removing a contact from Campaigns Drip followup.

  We have a Drip campaign setup with 5 followup email to a list using Autoresponder - closed group . We would like to remove a contact from the followup drip based if the contact replied to our email.  How can I remove this contact from the list?  A follow-on question,  Does the emails get removed from the follow-on emails if a contact/email is bounced, spam, unsubscribed or do we have to manually do this? 

• Email Limit Increase For Paid Organization Account

  I have 600 members in my organization. I will need to send all 600 members with attachment once a month. Which paid services should I subscribe so I can send at least 600 emails per day? Paid version of Zoho CRM or Zoho Mail?

• Need help starting out with CRM

  Hello:   I am ready to start advertising my new business, but I’m having problems with Zoho. First, I’m not sure which modules I am going to need or what the flow will be from module to module. Initially my leads will all come from social media, my website, and phone calls. I sell a service but no product. I help people buy new vehicles by doing all of the negotiations, and helping get everything in order for them to pick up their vehicle. I don’t have to purchase anything for resell. I have webforms

• Showing status of cases (open, close, etc) in comment section of case

  Cases are very important and records a lot of important information. I would like to see  (on the actual case) anytime someone opens, closes, or changes the rating/status of the ticket.     Can you please add this?

• How can I recover a deleted module (Deals)?

  I was cleaning up a little bit my CRM userfront and deleted the custom deals module. Now that I know that I can conver leads into deals (as potential prospects), I would like to take back that module. Is it possible?

• when doing "Integration" with CRM in Survey I am not getting Lastname or Email as possible fields preventing complete&save

  H,  when doing "Integration" with CRM in Survey I am not getting Lastname or Email as possible fields As per doc within Survey: "Map all the fields to the respective Survey questions.  For example map the field "Sales Rep's Communication" to the question "How do you like our sales rep's communication skills?" but I see only my Questions fields, which maps OK with CRM fields which I have created. How should i get Lastname or Email fields which are mandatory fields  to allow me to complete & save the

• Question about integrating Zoho Social paid Standard version with Z-CRM

  Greetings, If I subscribe to the paid Standard version of ZSocial, can I integrate with the FREE version of Zoho CRM? The paid versions of CRM is more than I need, other than basic functions, so would only need the FREE one. Does the free CM integrate with the basic paid version of ZCampaigns? I briefly looked at ContactManager, but it only integrates with Z-Mail, from what I can ascertain? Thank you for prompt response, and suggestions

• Viewing emails in the CRM iphone app

  Is there a way to see the emails sent and received with a contact in the iphone app? This seems to be missing and it is the main way we communicate with our clients.

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