• External CRM - Cannot send emails @domain.com

  Hi there, we are using vTiger as a CRM --> we would like to send out emails within vTiger using the email addresses we created for our domain here at Zoho. In the CRM I can only add one email address "crmnotify@domain.com". Zoho does now not allow us to send from other email addresses withing the CRM (e.g. name@domain.com), but this is what we need to do. Is there a security setting we can turn off in Zoho, so Zoho just checks if the sender's email address is "@domain.com", but does not check for

• HELP! Uploading contacts to CRM with (CRM) Campaigns

  We are setting up Zoho to go live very shortly. I am currently in the process of importing all the contact and account data, which we have no problems with. HOWEVER, I also need to associate the contacts with the campaigns they belong to. How do we add the contacts to the CRM Campaigns in Zoho from an upload? I understand that you can upload new contacts to an existing campaign, but not existing contact to a new campaign without doing it manually. I've got over 20 campaigns to import each with 100-500

• accent in webhook

  I trying to send data by webhook using json, The words with accents, by example Using "México" it is received "México" Can you help me??

• Zoho CRM Mail Magnet Problems

  Is anyone having issues with the Mail Magnet ?   I am currently having problems with a 3 user install where the Magnet works fine for 1 user but not for two others.  I have had situations where, although mail does not show in the  Magnet it does appear in the email related items for the contact and also instances where it does not appear under the contact - which is really bad news. In both cases where the Magnet fails and the emal does not appear under the contact, I know the email has been matched

• Create Single Lead or Potential from Campaign Contact

  After researching the forums, it seems we are using the Campaigns and CRM modules in the reverse of many others.  Rather than start with Contacts in CRM, and creating Campaigns, we are starting with our contacts in Campaigns.  Initially our CRM Contacts (and Leads and Potentials) are completely empty.   Then based on clicks in Campaigns we are creating Leads -- and we are using the automated creation from Campaigns -> Leads.  However, the problem is that we get responses to our campaigns that may

• Changes to search layout not appearing

  I am trying to make a change to the search layout for Leads so include a search on a custom field. I have followed the steps here https://crmkbase.zoho.com/link/how-to-customize-the-search-layout and whilst the changes save in the Setup page they do not appear as search fields on the Leads page Thank you

• Activate Gmail in Zoho CRM.

  When I try to authenticate my Gmail, Google prevents this because Zoho CRM doesn't meet the required security standards. The email I receive from Google contains the following: Someone just tried to sign in to your Google Account ***@***.**  from an app that doesn't meet modern security standards. This happens for every Gmail address I tried. When will the security be improved so we can use a Gmail integration? Thanks

• Copying Custom address data into quotes address data

  Hi All, I have been looking for an elegant solution as we are working with Zoho CRM to create invoices and quotes. They have an extra address field which is often either the house name etc, This creates a dilemma when creating the quote as it doesn't automatically pull through that field when you choose the account or contact. Can anyone tell me of an elegant way? Thanks Paul

• Get status of a task created by a workflow

  Hello, One of my workflow in Zoho CRM create a task (module Activities) as a follow up. I want a second workflow in Zoho CRM to, after a date trigger, be executed only if the task created in my first workflow is not "completed". How can I get the status of the 'linked' task in my second workflow ? Thanks for your help. Regards, Sylvain

• Generic Email Address

  Hi, We have 2 users for our google aps/zoho crm account for example name1@ and name2@ however we use a generic email address for all customer contact info@ what's the best way of setting this up so the mail integration works in Zoho CRM, so we can check, assign and respond to emails under our own account name1@ but be working on info@ email account?? I hope this makes sense Regards Heath

• Migrating from Google to Office 365

  Dear Zoho Team, We are migrating from our Google Apps platform to Microsoft O365, however we are currently relying on Zoho Creator and Zoho CRM for our support and sales departments. Before I migrate all of our accounts from Google to O365, how do I ensure that none of my Zoho services are impacted? We currently are using Google Apps federation in order to login to our Zoho accounts. Can you please assist me? Thanks, -Jaap

• Moving a lead from one list to another with a field change in Zoho CRM

  I have been trying to figure out how to move a lead from one list to another using a field change as a trigger in Zoho CRM. I have been using workflows for this and have found that the workflow will not be triggered when changing an existing field that has already been synced to campaigns. I did however find that the workflow will trigger if a new field is synced to the campaign, Am I correct here?

• Leads duplicates

  Hello, I'm really new in CRMs and there is no-one else to ask in our startup. So here I go with my question after I explain our process. - Leads are generated every time a user completes our online form asking for more information about our products. They complete their name, email and phone number. - If the same user asks for more info about Product 1, product 2, product 3...I want to see him as ONE lead, not as 3. - May I set the e-mail adress as a primary key? If so, how should I ? - Any other

• Search for account when adding contact from GMail widget

  When adding a new email address as a contact to existing account inside GMail, the widget does not auto-complete and does not allow searching for existing account. The result is that if the account name was not written EXACTLY as it is in Zoho, a new account will be created for the contact. The widget should work like the ZOho CRM Email add-on works for adding a contact - there's a search button next to account selection box, which verifies the name typed and suggest similar names.

• How to find whether a crm user has crm api access or not?

  Zoho CRM documentation says user api access status can be found under crm -> setup -> users & permissions tab, but unfortunately I cannot find anything there. 

• Custom Function map() to lead lookup field

  "Client" is a leads lookup field within my custom module, what does "leadID" need to be in order to associate the lead with the new module? field=map(); field.put("Client",input.leadID); response = zoho.crm.create("CustomModule2",field);Given a lead, how do I map it to a lookup field in a different module?

• Birthday Alerts/Reminder and Workflow

  I still am not understanding, how a system like Zoho can be so flexible, and yet cannot have the option to develop birthday and anniversary alerts, then run a workflow to send emails, print mailing labels, and do a mail merge. Some of the most inflexible CRMs out there can do this..  I think this implementation is long overdue..  If it is possible, then please let me know how to do this..  thank you.

• Twilio Caller IDs integration for Zoho CRM

  Hi all, I think a great addition to Zoho CRM would be to allow custom caller IDs when using Twilio as your VOIP service. Looking at the documentation it doesn't seem it would be a huge task to implement. https://www.twilio.com/docs/api/rest/outgoing-caller-ids It would really be a great help as I have users who work around the country and would benefit from customer caller IDs. Otherwise, love Zoho so far, keep up the good work!

• How do I get a leads associated 'Quick Notes' using the API?

  I have a requirement to list notes associated with a lead in an application outside of Zoho using the API. I can get the lead information but the notes seem to be contained in a "Quick Notes" field, see below. This seems to be a unique identifier, but I am note sure how to get the list of notes.  Does anyone know how to return the list of notes please? < FL   val="Quick Notes" > https://crm.zoho.com/crm/private/xml/Leads/getMyRecords?authtoken=[API TOKEN]&scope=crmapi&newFormat=2&selectColumns=Leads(Lead%20Owner,First%20Name,Last%20Name,Company,Designation,Email,Phone,Fax,Mobile,Website,Lead%20Source,Lead%20Status,No%20of%20Employees,Annual%20Revenue)

• Why is the contact phone number no longer auto-populating when creating a quote?

  When creating a quote, the contact phone number used to auto-populate from the contact module. For some reason, this is no longer happening and we cannot determine what has changed or how to change it back. Please help.

• custom function to create a quote

  I am creating a Quote through custom function , but when I add the data "Product Details" in the query I am getting an error . Any solution ?

• CRM form not adding data or sending email.

  I am new to Zoho and need some assistance.  I created the following form: http://ctac-nh.zohosites.com/nick-test.html using embedded html.  The form does not update any data and does not send out an email when submitted.  It does got to the destination page as it should.  Any help determining what the issue is would be greatly appreciated.

• Sync between Potentials in ZOHO CRM and ZOHO Campaigns (to send a survey)

  I want to send an e-mail inviting customers to take a survey. The e-mail should be sent to everyone from a specific survey who has purchased from us recently. The sync is set to retrieve all contacts for potentials in a specific territory, where the potential status is Won. Initially I had entered an 'modified after...date' criteria too, but removed this to get to basics. No data is transferred. I've checked that all the potentials have a contact. I've checked that the territory is listed correctly.

• Web-Form with AutoResponder - What happens when a Contact already exists

  Hi, I want to setup a Webform for getting more informations about my Contacts CRM. Most Contacts are existening already in Zoho. Zoho automatically don't start the Workflow when a Contact already exists. Any Ideas or a Workaround? Thanks, THomas

• Can I retrieve a list of all Leads I have in Zoho in VB.NET through the API?

  Hi all, I am very new to this and would like to know whether it was possible to retrieve the whole list of leads (and status) from zoho for reporting purposes. Also, is there any class or DLL I need to use the API? Thanks, Gavin

• Update Products in Invoice using Custom Function, API or zoho.crm.updateRecord?

  Hi, I have some invoices which I want to update.  I need to update the Product Lines. I can see how this is possible using the Request URL Method documented here> https://www.zoho.com/crm/help/api/updaterecords.html. However in the custom function I have tried to use the inbuilt function zoho.crm.updateRecord. Howver it would appear that the function zoho.crm.updateRecord can only handled Key Value Pairs and not the nested pairs that would be required for adding Product Lines. Can you confirm my

• Tracking Referrals in CRM

  Hello, We are trying to refine our referral tracking and report process in the CRM. We are tracking both given and received referrals and some of them translate into leads, others do not. How have other people tracked this?

• Zoho CRM for iOS Feeds

  The Feeds in our desktop CRM is a critical communication tool for our org.  Can we enable Feeds on the mobile platforms?  If the functionality does not exist today for the mobile CRM, when is it expected?

• Gmail and CRM - Entering Information Directly to CRM from Gmail

  I have some questions related to Gmail and Zoho CRM.  ADDING CONTACTS TO CRM VIA THE GMAIL MESSAGE  In gmail, I can see the "search zoho crm" at the end of the email. When I select "go" it finds the contact in the CRM. If that contact is not currently in the CRM, I have the option to add that contact.  Issue: There is no Lookup option for the Account Name. I would like to be able to search the CRM accounts (as I am able to do normally in the CRM) and select the appropriate account for that contact,

• Tasks - Assigning Tasks Dynamically

  So right now, we only have the ability to assign tasks to specific users. Whether through a workflow, through a macro, etc. Well, recently in the Potentials Module (Which we call the Sales Module), we created a lookup field called "Case Manager". Then in order to assign each sale to a specific person, I had to create another module called directories and create all of our users in there again as records so that they could be selected. The problem is, tasks have to simply be assigned by user, not

• Should I use a Zoho blog or integrate a wordpress blog if I want to mail subscribers?

  I have currently set up a blog page on my website using Zoho blog. My issue is that there is no "subscribe via email" function to this page, only a subscribe via RSS. Not everyone has an RSS reader. Ideally I'd like a "subscribe via email" option on the blog page. Currently I can't see a way of adding this. If I was to set up a wordpress blog and then integrate that, would people be able to subscribe via email that way? Would they do this by visiting my wordpress page, or would it be integrated into

• Email masking and tracking

  Hi, We have set up our CRM on Zoho Creator so we can manage our enquiries and bookings of sports bookings for football pitches, tennis courts, etc. We want to be able to track when a sports venue responds to a user. We've tried making links that go to a Zoho form for venues to accept or decline a booking. However some venues have restricted access to the internet, so these links dont always work. We also dont want the venue to get the real email address of the user, and vica versa. Like Holiday Lettings

• Migrating Tasks and Notes --- what is migrated?

  If I migrate tasks and notes ... Will the migration come from tasks.zoho.com and notes.zoho.com ?? Or will it be my CRM.zoho task??? Also, in CRM task are assigned or tagged with pull downs. Will those designations move too. I suspect CRM task will be unaffected. So, if it draws just from tasks.zoho, will my tags be imported also>???

• Cannot attach files within CRM

  On the CRM Prospects tab, once I have opened the page for a specific prospect I usually have no problems uploading documents under the attachment section, but today I have not been able to upload anything. I click on "desktop", choose the file I want to upload, click "attach", but then nothing happens. My coworkers are having the same problem. Is this a known issue? Is there anything I can do to resolve this problem?

• Zoho Email addon and Gmail (or Google Apps Email) - using google as email client not Zoho CRM

  I understand from the video demo that your Email addon allows us to have relevant emails shown with contacts in Zoho when I use the integrated email within CRM, however I want to know if my emails will show up inside zoho under the relevant contact, when I use gmail (or Google apps email) as my email client, meaning I will do almost all of my sending and replying to emails withing Gmail, not within Zoho CRM. If I have everything set up properly, will the emails be updated in Zoho CRM automatically

• does zoho crm work with zoho project manager?

  Hi looking for a crm that works with a project manager so that we don't have to use too many systems to be able to function Thanks Brinn

• profit calculation

  Can this be done in Zoho Invoice as well?  In CRM with a little script you can calulate with a little formula the profit on a opportunity. It would be great to calulate profit made on sold items invoiced by Zoho Invoice. Fe. using list and purchase price of the Products module out of CRM  Let me know Jean-Paul Damen  INTERNET OVERAL  The Netherlands Zoho Alliance Partner

• Backup CRM - backup starts on

  Hi, if I want to backup all the CRM, do I need just put date "today" or do you mind explain me what exactly "date backup starts" mean? Thank you very much. Martin

• ZOHO CRM UI

  Hi, I have noticed Zoho rolling out new UIs for most of Zohos apps lately , this new direction is much more modern & user friendly, my question is regarding Zoho CRM, is the CRM going to follow the same design cues from new mail, social etc apps????

• Issue - Unable to Organize Record Details in CRM

  There is an Emails section where all the received & sent messages can be viewed for a given record.  I am unable to change the default position of this section.  I have attempted to move it in Chrome, Opera, Explorer and Firefox with the same issue occurring in each -- the Emails section (list) is not among those available to organize.  I was only able to "move" it by completely removing other lists from the details page.   When I added those lists back, the Emails section returned to its default

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