• View Campaign opens in CRM

  I have Zoho CRM and Zoho Campaigns.  How can I see in CRM if my CONTACT PERSON has opened a CAMPAIGN EMAIL?

• Max Size of a Webhook

  I need to drive data from CRM to Creator using a webhook.  I understand how to do that and it works.   The question is - how many different fields can I send in a webhook?  For example, I have 55 fields in my Leads module in CRM.  Can I send all of them in one webhook? Is there an actual or theoretical maximum to the size of the url that is created by the webhook? Thanks in advance Jon

• Integrate the NEW Zoho Mail Interface into the Zoho CRM (Enterprise Edition)

  Hello. At your convenience, will you please assist me with integrating the Zoho Webmail: into the Zoho CRM?  (Emails tab/module): Thank you. Kelly

• Ticket System, Knowledge Base/Support

  I'm a VA. My client had 3 programs and I created 3 departments (A, B, C) based on those programs. I have a general department Membership that's associated with a membership@domain.com email address. If someone submits a ticket from one of those departments - A, B or C, I want it to go to membership@domain.com instead of aprogram@domain.com, bprogram@domain.com, cprogram@domain.com. Does that make sense? I can't figure out how to do that or find the documentation. I think I'm either misunderstanding

• Integration with

  Hi, I wish to integrate the File Upload field with a field in the CRM but I'm not able to do it... Is there a way to sync the uploaded file with the CRM lead form...?? Can you help me...???  See the attached file Thanks

• Can an admin test the new version of Zoho CRM 2016?

  I'm the admin of the CRM for my company. If I click on "Switch to New Version", does that migrate all of our users to the new version too or just me?  Is it possible for me to make the switch to test and set up the new features before rolling out to the rest of the team?

• OMG CRM App Can't sent email templates...

  OMG CRM App Can't send email templates... at least in ios... please add this seem like it was overlooked. Jason

• Sell in Real-Time with SalesSignals.

  Customers often reach out to you through multiple touchpoints. Also, these touchpoints are spread across different departments like marketing or support. As a salesperson, shouldn't you know about all these interactions? To effectively engage customers, you need more than just their basic info. You need to know exactly how your prospects are engaging with your site, how they are reacting to your email marketing, if they are speaking with other people at your company and even what they're doing in

• How to "Add Comment" to a Case in zoho CRM

  I'm trying to "Add a Comment" to a case in the CRM via a Stateless Form. The code below "should" work but does not. The caseResp says "Successfully Updated Record". Am I missing something?      caseMap = map();     caseMap.put("Add Comment", "test");     caseResp = zoho.crm.updateRecord("Cases", "841019000007280001", caseMap); alert (caseResp) ;

• Connecting from Creator to CRM

  Dear, I have created a (very small) application in Creator, which includes CRM data fields, e.g. Accounts. I have created a list, in which the CRM accounts are visible. This field is "imported" out of CRM. Now I want to go to the account in CRM and do this by clicking on the "Account Name" in the list. This opens the CRM application, however the message is that I have "Insufficient privileges to perform this operation. Contact your Administrator.". I am the administrator and have full access in both

• Error with Record Sharing in Zoho CRM 2016

  Hi Zoho, A few of our users switched over to Zoho CRM 2016. When they did that, however, they were no longer able to edit records that had a different contact owner. This is editing any field (e.g. phone number, email). The user makes the change thenthey received an Access Denied error message upon trying to save. The record sharing model is Public, and there has never been a need to restrict records to the owner, especially since participants switch out yearly. We are able to edit the records as

• How can I be sure CRM and Campaigns are syncing properly?

  Hi there,  My CRM and Campaigns are meant to sync once a day, but updates that I make don't seem to be picked up by Campaigns, i.e email addresses that I've updated. Is there a manual aspect to this process?  Thanks in advance!

• Report - Sync Data

  Hello,  I currently use Pipedrive as my CRM software. I love it for my staff but I the reporting and dashboard falls a little short.  I would love to use Zoho reporting but I am trying to figure out how to intergrate them seemlessly.  I have used 3rd party softwares such as Zapier to sync data in the past but my data changes so although Zapier can add a row to the Zoho database it can not update a row. Does anyone have a solution? Seeing the changing data is pivotal for me. I really wanted to see

• Can not create CRM task from Zoho Mail

  I integrated Zoho Mail and Zoho CRM.  When I receive one email from a Lead and try to create a task directly from the email app I get an error message saying "Unable to populate data, please check if mandatory value is entered correctly.¨   As you can see in the attached picture the mandatory field is not empty. Please advice.

• Zoho CRM API Update - Important

  We are very happy to announce the GA release of API for Zoho CRM service. Our API is available in XML and JSON formats, which helps the developer community to build applications using their favorite programming language (such as Java, C, C++, PHP, Python etc.). Now we are ready with robust and much better API methods to cater to the needs of real-time deployments. Your valuable contribution towards identifying bugs, coming up with new business scenarios and publishing examples really helped us to

• Is it possible to have different customer page layout customisations

  Hi Can different page templates be made for a contact by type? E.g. say I have a list of contacts but I would like to categorize them into contact type A,B,C. But for each contact type, I would like to store different information using different sections and fields. Is this possible? At the moment you can only have a single contact layout. Thanks Gene

• CRM Integration with Hosted Quickbooks?

  Hey there, So I'm hoping to upgrade to the professional version of the CRM so that I can integrate with Quickbooks, but before I do so I want to ensure that the integration will work with a desktop version of Quickbooks that is hosted remotely. Does Zoho support this? Thanks, Trent, Shelby Equipment

• Notifications for All

  Hello all, i hope you are fine!  We are using Zoho as a basic CRM. Right now when somebody in the organization change a contact informations, only the "owner" of the contact id informed of this change- We would love that everybody in the organization receive a modification whenever a contact or an organization has been modified by one of us. Do you know how i can change the Zoho's settings to have this result? We do thank you for your help! Have a nice day

• link with task in zoho CRM ?

  Hello,  I just assess zoho project as I already use Zoho CRM.  Question : can a "lambda" task in Zoho CRM can be seen by the user in zoho Project ? I could allow to see all tasks from Project and get a better 360° vue to due tasks.   thanks

• Zoho Subscription & CRM - Developer needed

  Project: Build a webpage form using Zoho API's to setup billing using Zoho subscription and push the data to Zoho CRM.  High Level Requirement: We currently use Zoho Subscription for billing our customers who are stored in Zoho CRM.  We are looking to build a webpage with a form that collects all the information for Zoho subscription and initiates the subscription and pushes relevant data to Zoho CRM as well.  We are looking to start this project immediately. If interested, please reach out to muthaiah@paragonprivatehealth.com

• Getfields method only gets field on first layout of new UI

  Using https://crm.zoho.com/crm/private/json/Potentials/getFields?authtoken={{authtoken}}&scope={{scope}} should get me the available fields of a potential. I currently have the new UI enabled, giving me multiple layouts for a potential record. Some fields are availabe on both layouts, some only on one. If I perform the getfields call, I only get the fields on the first layout. I performing a API call insertRecord to a potential, I can also only fill those fields available on the first layout. Not

• Templates for budget syncronised?

  Hi, We know there are 2 ways of creating budgets from ZOHO CRM. There is the CRM way and the BOOKS way. We are using the BOOKS way but we steped into a problem. Sometimes we have to change the budget template and there is so timelosing to change it we have to go Zoho Books, look for the budget and then change it. Is there a way to syncronize the CRM budgets template and Books budgets templates? Or at least a way to use CRM templates over Book budgets. Best Regards, Julen Durán    

• Event Triggers - Select Account

  We're having a hard time uncovering the event triggers for the API. I'd like to know if there is a supported trigger (like OnClick) for the Account entity so that we can pull in third party data when the Account entity is selected. Is there any documentation on the Advanced Trigger features? Please don't send me to the standard API link, as it is not mentioned there.

• Having ACTIVITIES or TASK as a Related List in CASES

  Dear Team,  To address client issues, we have cases, and at times in order to resolve a case involves multiple activities. However, I am not able to see or Ceate TASK / ACTIVITIES as a RELATED LIST in the CASE MODULE>  Need urgent help to get this done..

• Why does "modified time" not update when you change the notes!?

  Please can you make this update the modified time? Otherwise the pulse feature is completely useless? Unless I am missing something

• Zoho Survey Not displaying

  Hello, I have created a copy of two surveys. One with integration with ZOHO CRM and one without integration. The survey that has integration is set up to feed new customers directly into our CRM contacts module after they complete the survey. I have mapped the fields in the CRM to the fields in the survey. The issue is that once I enable integration, the survey does not display and only displays a blank white page. ZOho Test Survey - this page only appears blank to me and I can not see the survey

• A very basic question: how do I use CRM and Zoho email together so that all emails appear in the same place?

  Apologies for what sounds like a very basic question. I use Zoho email and I've subscribed to CRM. However, I can't find anything which explains how to use them together to track all my email activity with Zoho email as my default email client.  To me it sounds like a conceptual problem from my end but I simply don't understand this:  can I can use Zoho email to view all my email activity sent from within CRM?  if not, should I ignore Zoho email as default and use a Gmail account instead to integrate

• Can I add more than 1 email address in Leads?

  When I import I sometimes have multiple email addresses, however I am told to enter a "valid email" if there is more than one populated.

• New Interface - Not CRM friendly?

  I like the new interface, as I see the benefits once I adopt it fully. A couple of issues that are stopping me to fully adopt:  - The CRM email tab is still old style - I'm sure this will update soon... am I missing anything or is this still only available in old version?  - The new Mail's Calendar does not Syn with the CRM as the old version did, so it makes it difficult to work in that area, as we keep switching back to CRM for Calendar.  - I really liked the left hand icon bar in the old version

• Stay In Touch Feature - Just Like Salesforce

  I was wondering if Zoho CRM has the similar feature like in salesforce where I can send a Stay In Touch request and my contacts can update the information. Once the information is updated, I get the ability to accept whether to accept modification or not (or partial acceptance). Please advice what is the possibility of achieving same objective in Zoho CRM.

• Recommend another CRM??

  Hello All, Can anyone recommend another CRM for consideration? I am an Enterprise user with Zoho mail add-on services and find the lack of functionality and limitations starting to impact our group.  The amount of time I need to spend searching the questions, following the threads to find issues and comments that are of concern to us and hoping for an effective response and to then either implement the correction or create the work around is no longer making this product viable and needing other

• Reports do not export to PDF properly

  It seems that many of the reports (specifically the one I am trying is Pipeline by Stage) do not export to a usable PDF format and I'm forced to export to excel and manually manipulate each time.    1) Page margins are not set up, so that the text runs all the way to the side of the paper.  2) Cannot select page size 3) Columns are evenly spaces rather than distributed to match the width of the data. example :column for number of sales days (3 digits max) is the same width as the column for description

• IMAP vs. POP email in CRM with Google Docs

  We currently are using Google Apps integration with ZOHO CRM using Gmail POP/SMTP.  Is there an advantage to using an IMAP configuration in CRM? Any disadvantages? Thanks,

• sliding scale tariff

  Hi, I'd like to know if it's possible, either in Zoho CRM or Zoho Invoice, to custom some sliding scale tariff for a monthly billing process. We've investigate how to set it : - first on a single account, based on its yearly consumption,  - then for a groupe of customer, based on the # of subscribers. First support we've got from one of Zoho partner were inconclusive. If there is a simple solution to this issue, I'd appreciate it a lot. Many thanks in advance, Thierry

• Max Lead Capacity?

  I have apparently reached my max lead capacity, is there a way to increase this limit? Do I need to upgrade to the next subscription?

• One report for Leads and Accounts

  Hello! We are using Zoho CRM and we are automatically sending Reports everyday via E-Mail to keep on track regarding lead generation etc. In order to find out what percentage of the original leads became customers and distinguish by their lead source, we would need one report where all former leads/accounts/potentials are in. Unfortunately I couldn't find any way to do this as converted leads don't show up in the original leads report and vice versa. This is really annoying as we have to export a

• CRM Header Fields

  Is there any way to change which fields are visible in the table pictured above? Specifically for custom modules.

• How to have the same users and email in 2 different instances

  We want two instances of CRM for two different small companies we operate. In each company there are different staff but the same 2 managers using the same email address. How do we setup two instances where the same user with same email address can use both instances. We dont want staff to see the other instance but we want the managers to use both.

• 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.

• CRM to Campaigns - not enough syncs at a time

  I was told by the Zoho campaigns team that there is an issue with CRM that makes only 5 syncs possible to be active at a time (even if they are scheduled to each run on different days of the week). This is very limiting since often we need or want several concurrent lists that are easiest to segment as views in the CRM vs from a master list in Zoho Campaigns. When will you be allowing more active syncs per day or to have active more than 5 at once if they are not all triggering on the same day? 

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