• Formula's across modules ZoHo CRM

  It seems now that almost everything we do revolves around ZoHo but still soooo many years on we cannot write formula's across modules???  When will you develop this feature so at least we can populate fields in one module with the data from a field in another module? PLEASE!

• Zoho Survey to multiple modules in CRM

  We are using a very comprehensive survey in Zoho Survey with approx 250 questions. The results of these questions have to be send to multiple modules in Zoho CRM. I know it's possible to only choose one module within the integration-options. As an alternative we are sending the results to Google Spreadsheet and from there one we are importing them into different modules in the CRM. But the problem is that this connection isn't stable, resulting in export/import incomplete forms. These forms are actually

• Mass Update - restoring data to original

  Hello, How do you restore data in a particular field that's accidently been changed in a "mass update"? I'd like to restore it to the original field's data.

• CRM not saving inbound messages from Zoho mail

  We have just integrated Zoho mail into our Zoho CRM and I'm very pleased. However, I'm puzzled by the fact that CRM does not keep a copy of the inbound message when it gets deleted from my inbox in Zoho mail. Am I doing something wrong? I can't believe that all messages have to be left in the mail's inbox system for eternity. Any help appreciated. Kerry

• How to make selection of leads that have opened previous email campaign

  Hi, I am using Zoho not so long so maybe it is something simple i have a question about.  I want to make a new list of leads that have opened / viewed a specific campaign i have sent them. Based on this selection i want to sent these leads another email campaign.  What is the best way to do this? Greetings, Sigrid Bakker

• Fail to update URL field Deluge script

  Hi there, i need your help. i'm trying to update through custom function script a field called website which is of a URL type. Not only it fails, but while debugging it i see that some fields doesnt exist in the map object returns when i call the zoho.crm.getRecordById function. one of them is the Website field, other is the State and City fields. Why it happens and how do i handle it? Thanks!

• CRM - Auto Number Field Tray Initialize back to 1 for New Year

  Good Day All, In the past few years, we have always been able to edit the Auto-Number Field Tray to match with the beginning of the new year. For example, I was able to change the Auto-number settings to 16-00001 on the Opportunities page. This year however, I am having great difficulty setting it to 17-00001. I keep getting notified that since the number I have in is a lesser value it can create duplicate opportunities. I do not want to update pre-existing records and I would like to ensure that

• Unable to process your request. Please verify if the name and value is appropriate

  Error message when I tried to access CRM api Error is following : Unable to process your request. Please verify if the name and value is appropriate for the "authtoken" parameter. I have tried with two authtokens also but every time same error is showing. Code for python is: import urllib import urllib2 module_name = 'Leads' authtoken = '4406d0a010e244503c005f8191a6XXXX' params = {'authtoken':authtoken,'scope':'crmapi'} final_URL = "https://crm.zoho.com/crm/private/xml/"+module_name+"/getRecords"

• "You cannot add more than -1 active currencies" when trying to Add Currency in CRM Setup

  Please help. Regards

• zoho crm field

  using the zoho crm field button on our forms and recently the data it pulls over is from the same form but not the field we want. Example product name .  screwdriver product code .    scr11 price . 9.99 if there is no product code it will use product name but if there is it pulls over the code instead. It did not use to do this and the girls in the office are shouting loudly at me. Help

• Company AND contact name for BILL TO?

  Hi there Why do we only get an option in the invoice template to BILL TO a company OR contact name? And not both? I want to sometimes sync my Zoho CRM contacts to a company and invoice to the company. And sometimes I work with a single person with NO company, and want to invoice the person.  It seems that if I sync Zoho CRM to Contacts, then I can't use a company name on the invoice. or if I sync Accounts and Their Contacts to Zoho CRM, then I can't add a single company-less person to an invoice.

• email contacts ported to ZoHo CRM

  My company is not (quite yet) using ZoHo mail per se. We have gmail accounts. But is it possible to sync and have those e-mail contacts imported into ZoHo CRM? I am familiar with similar function from salesforce.com. I retrieved help files for Gmail integration, but don't see the setup for POP account synchronization.

• Having a customer fill out a quote.

  We are helping a client of ours customize their Zoho CRM to better fit their sales process. As part of the process, we would like to be able to have the end customer fill out certain portions of the quote details. Is there a way to make a quote public or shareable so that the end customer can fill in the required details? 

• Automate Birthday/Anniversary congratulatory emails?

  Dear Team, For our contacts in CRM, we need: "An automatic email sent to the contact liest member, triggered by their respective date Of Birth, congratulating them on their Birthday; although we will design and save the templete befor hand, and that the mail merge facility ca be used as is done is bulk emailing. This will be the recurring email sent annually on their Birthdays /marriage anniversaries..." CRM means Customer Relationship Management, and automatic set up as described above will enable

• Change Books client currency when using CRM connection?

  Hi there When I create a new invoice in Books, I use the Zoho CRM connection to find my client details. BUT...they ALWAYS show up with Canadian currency selected and I'm unable to change this. I can't find anywhere to change the Zoho CRM contact to US dollars, not in books, not in crm. How can I easily change the currency of the contact when creating a new invoice? Thanks.

• crm mystery

  Strange problem. We have a creator form with a basic lookup to zohocrm. It looks up a product and then displays the name in the creator form. Lately when we do this it shows the product look up but then shows the product code in the field. I am at a loss to figure thsi out. It has worked lovely for a couple of years. Do not think we made any changes.

• Link calls with contact in Zoho CRM

  down votefavorite I am trying to link a call with a contact to log call history. I am using the xml below. But the response is 4500 Problem occured while processing the request <Calls> <row no="1"> <FL val="SMOWNERID">2145559000000117005</FL> <FL val="Subject">Sales campaign</FL> <FL val="Call Type">Outbound</FL> <FL val="Call Purpose">Prospecting</FL> <FL val="CONTACTID">2145559000000117005</FL> <FL val="SEID">2145559000000117005</FL> <FL val="SEMODULE">Contacts</FL> <FL val="Call Start

• Sync from CRM to Campaigns - Criteria option not working

  Hi there, I've been trying to set-up a sync from CRM to Campaigns, using the Criteria option. I've chosen to sync all contacts whose 1 specific field is not empty. But when I look at the list created in Campaigns after the import, many of the contacts there have been imported despite the empty field. Could you help me undestand what's hapenning here? Many thanks, Lucie

• adding Tags!

  OK...this needs to be expalined I wish to ADD a list of tags to choose from    the informstion online says this: " go to: settings / customization / fields.  " BUT there is No such spot in settings.... Make ZOHO needs to be easier to understand!

• Message360

  Hi, Anyone can helps me to understand what is account sid? I found it when I try to install the Message360 extension for CRM. Please, help me. Thanks!

• Export CRM report Programatically

  Is there a way to script an export of a CRM report to a pdf or csv?  I was hoping to automatically have a report I created waiting for me in the morning.

• Intake Forms

  Good afternoon,  I currently use ZOHO CRM for my lead tracking as well as client conversion.  We are wanting to build a client intake form that connects with CRM and can eventually be used to Zap to another system.  I have been looking into building it through Zoho Survey, however I am wondering if Forms is the way to go.  Here is what I need it to do: -E-mail to lead or send them a link to the Intake Form -Save halfway through and be able to pick it up from another computer/iPad -Associate with

• CRM events doesnt pop alert (reminder)

  Hello, I just configurated my CRM calendar to get pop alerts 10 minutes before the event and nothing happens... no alert, no notification... nothing. Regards, Julen

• How do I get a custom app in to CRM

  So, I created an application in Zoho Creator, and can't get it in to my Zoho CRM. I have only created a form at this point. The goal is to have a related list on my accounts.  Support said that it would appear in the list of Extensions for my Zoho CRM's CEO (Setup > Extensions & APIS > Zoho > Build Custom Apps > Manage)  But it does not, I shared it with her and it still doesn't appear there. Not a big surprise that support was wrong (I have contacted them 5 times, and they have had a correct answer

• Contact from invoice are not synced to zoho crm

  Hello I cant find a way to sync   invoice contact and operation to zoho crm ...      link is created and well configurated .  But in fact , contact and operation not apperas in zoho crm .  have an idea ? im a on the free plan , maybe its for that ? Plz help  Best regards

• Problems with Charset and Picklists

  I have the following problem with picklists and using the data in deluge script> I have a custom field in my vendors that is a multiple picklist.   All works fine within ZOHO.  However the data stored in the custom field is not the correctly formatted text.   To explain. I have a customModule with a field "Location Name" Location Name contains the following correctly encoded charset text:  "Chambéry Airport" When I pick the same name from my Custom filed lookup in the Vendor Record the data is held

• QuickBooks Connector for Zoho CRM

  Hello! We are happy to announce the QuickBooks Connector for Zoho CRM, a free connector listed in Zoho Marketplace that will help you integrate your QuickBooks account with Zoho CRM. This connector provides you with all the necessary APIs using which you can write custom functions based on your needs to synchronize the required data between QuickBooks and Zoho CRM. For example, You can write a custom function to sync the Contacts module of Zoho CRM with Customers module of QuickBooks. This custom

• Creating a sticky url

  Hi everyone!  I use a url key for my my campaigns on AdWords to measure where the conversion came from, but this works only on the landing page. If there any way I can create a sticky url to maintain the key during the whole session? No matter if they are making a conversion on the landing page or in another page, or there is another way I can measure where my conversions came from?  Thanks, Johanna!

• CRM Search

  Hello, can anyone provide a documentation of how to enhance search results in CRM by using wildcards, quotation marks, search phrases, etc. Regards Wolf

• Cannot integrate Zoho CRM with Google contacts

  Hi,  i wrote for 2 days at some support email of Zoho, on chats, feedback forms etc.  I write already on forum. I try now Zoho CRM plus, and I want to integrate my account with Google contacts. I found in help some manual to make this, but I haven't these options in my Setup page in CRM.  I haven't under Extensions nothing about Google integrations, or something similiar. 

• Formula for calculation a future date based on a date and numerical field

  we sell loans and need to return a date to the "loan maturity" date field based on the "closing date" (date field) and the "term"(numerical field). What would be the correct formula for doing so? 

• Zoho CRM Quotes module problem

  My ticket No. is 12723482. I'm facing this problem since the up gradation to new UI. Any solution? Neither you’re solving the problem nor giving me any feedback. I’m experiencing one of the worst customer support from Zoho. Can you please give me contact details or email address of your Customer Support head or any contact where can I escalate my request? I searched on your website but there isn’t any information for escalation. 

• [Free Version] How to create an email reminder for tasks?

  I know that the CRM shows an alert inside the app in due date for a Task, but I need to send an email, because one of the users do not feel comfortable with the app on the cell phone. Is there any way to do this or something similar? Thanks in advance. Sé que el CRM muestra una alerta dentro del sistema cuando llega el momento de ejecutar una tarea, pero necesito enviar un correo electrónico de recordatorio ya que uno de los usuarios no se siente a gusto con la aplicación en el móvil. ¿Hay alguna

• Zoho CRM Integration in .Net what will eastimate time?

  Hi,   Anybody have a experience in ZohoCRM Integration in .net? One of our existing client ask us to integrate Zoho CRM in his ASP.Net application. I just seen zoho today itself. I am new to CRM and Zoho. Will anybody will suggest time eastimation for this?   Thanks Suren  

• Integrating Subscriptions with CRM

  My subscription database is the single source of truth and I want to propagate the data to CRM.  How do you recommend I set it up?  I have some data in the CRM which I am concerned might overwrite Subscriptions.  Please advise Sean

• Campaign will work for us?

  I need something that I can track email analytics that are sent to our leads and clients. Right now: our lead funnel starts with web-to-lead form creating a lead  in CRM CRM triggers a function built in creator that sends an email product list to the lead. Ideally, I would like to be able to see in CRM if the lead has opened the email etc.  With this sort of workflow that we have, would the Campaigns module work for us out of the box? The difficulty I see is that the email that goes out for us is

• Level of confidence in Zoho CRM and Mail sync?

  From our own experience in the past few weeks as we begin to use Zoho CRM and tried to use Mail to sync we lost faith in the integrity of the process. Perhaps that was just beginner user's error. What have you experienced? What's your level of confidence in the capacity?

• Custom Fields from Accounts module are not visible in deluge scripting using getRecordById

  I have added several custom fields to the Accounts module. One of these fields is a single line field called "Address Coord". I want to create a simple Custom Function to retrieve this value. The new custom field is not returned to my Deluge script using "getRecordById" or "searchRecordsByPDC". All field permissions appear to be correct, I am on the Enterprise edition of CRM.  Is it even possible to access or get/set against custom fields? Here is a screen shot of the new field "Address Coord" in

• Populate a field based on the lookup on another field from a different module - help needed

  Hello,  We have renamed our Potentials field to "Contracts" to reflect our business model. On that module, I have set up a lookup field in "Contracts" to lookup a Product Price from the "Products" module. That is working fine. However, we have a need to then automatically populate the field next to it with the actual price of the product once the Product is selected.  I've gotten to the stage of making a custom function that can be triggered by a rule and rule trigger once that lookup field is populated,

• How to convert leaving visitors into hot leads?

  Attracting potential visitors to the site, grabbing their interest, retaining and converting them into customers is hard enough. For which, knowing the info of the visitor who visits your website is important, but knowing the info of the visitor who leaves your website is even more important in online business. There are numerous reasons for which the visitors leave your website like, they could not find help, or couldn't reach you immediately when struck, your website navigation structure may be

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