• wordpress plugin to zoho crm problem

  Hi, Developer needed Developer made plugin in wordpress that syncs products and orders to crm. Unfortunately he is not available no more. Everything is working great only problem is updating products. We have 40.000 products and when we change name of product and try to sync it does not update in crm. If we deactivate Unique in Product code then we have many duplicate products with diferent names. Need to fix plugin with API to update products with same Product code, and to clean up product database.

• Unicode character in CRM API

  Hi! I get a stuck, i try to insert data into Zoho CRM from creator using POST method. my field contain German character with umlaut (ä, ë). I try different way  with &Auml; %E4 in any combination  ... Also trying to use <![CDATA[ ]]> but can't get it work. Does anyone know how to solve this issue? post = map(); postStr = "<Contacts><row no=\"1\">"; postStr = postStr +"<FL val=\"letzte Telefonnotitz\"><![CDATA[ä]]></FL>"; postStr = postStr + "</row></Contacts>"; url = "https://crm.zoho.com/crm/private/json/Contacts/updateRecords?authtoken="

• Can't see custom Zoho CRM Tasks fields in Advanced CRM Analytics report builder even though we're set to auto-sync

  We have setup Zoho Reports so that it syncs automatically, every 24 hours, with our CRM database. We created several custom fields in the Tasks module several weeks ago that I can not see in the Report Builder. This is strange behavior, as I *have been* able to use custom fields in reports on many occasions before. For some reason, I am not seeing them now. Also, since we are automatically setup to sync, I don't have the option to do this: Setup >> ZohoApps >> Advanced Analytics >> Settings >> Opportunities

• Zoho CRM Not Linking Incoming Emails to Lead

  Hi- Have enabled Mail Add-on, and POP3 Email Account.   Successfully SENDS and RECEIVES Emails to/from the POP server, and if No Lead Present, successfully Creates one (via the BCC Dropbox). Subsequent emails which are sent by the Lead matching the Email DO NOT POPULATE as Received emails directly to the Lead. Is this functionality provided?  -Kim

• API Methods searchRecords criteria 'different to' =!

  Hello :) I have next syntax in PHP $parameter = $this->setParameter("criteria",'(UEN:'.$UEN.')' , $parameter); I want select UEN different of value of $UEN, and not equal. It is possible?

• Italian translation errors

  Hi! I'm a relatively new Zoho CRM user and I'm from Italy. I found some problems with the Italian translation. For example "Contact Roles" is translated in "Contatto Regole" (regole is the italian word for "rules") instead of "Ruolo Contatti". How can I correct this?

• CRM Custom Module API

  Hi! I need to insert record into custom module  i make API POST: https://crm.zoho.com/crm/private/xml/CustomModule1/insertRecords?authtoken=...&scope=crmapi Content-Type: application/x-www-form-urlencoded; charset=UTF-8 Body o request : xmlData=<CustomModule1><row no="1"><FL val="Objekt Name">qwertyui</FL></row> </CustomModule1> (parameter urlencoded) i got response  <response uri="/crm/private/xml/CustomModule1/insertRecords">   <error>     <code>4401</code>     <message>Unable to populate data,

• Problems with the mail merge option

  Hi there, We are using ZOHO CRM since several years now. Now we want to use the ZOHO Writer to create a template for a nice looking email with fields out of our CRM. Creating such a template is easy, however the option to start the mail merge option in Writer is not active...... We are not able to select it. What should we do to make this work? Thanks in advance Lambert

• Why are all of the extra fields I removed in CRM showing in Mobile?

  I have tweaked CRM for what I need and have removed all of the extra info I do not. Why is it that Mobile continues to show all of these fields. Do they not sync to tell each other info other than the  Customer/Lead info? Is there a way to get the fields in Mobile to match those that I spent hours setting up in CRM? Thank you

• How can I categorize my client portfolio?

  I am including a list of possible clients and I am brand new with Zoho. What I can see so far is that all clients are saved under the same list and my question is how to keep a subdivision among them. I would like to have my clients/ Possible clients list under Detailing, Distribution, Washing systems, and so on instead of all mixed together... Thank you

• Web forms link code

  Hi Can someone tell me how to use the code given to embed the CRM Lead Web Form link in fb etc.? Thanks  C

• Multiselect picklist reporting - confused.

  Hi, We have a bit of an issue. We have a field which contains multiple values which are potential products. These are stored in a multiselect pick list, for example. > Product A > Product B > Product C > Product D These products are very specific and sometimes a customer is interested in A and B and not C and D.  That said we need to run reports which filter the multiselect pick list, for example, we need to run a report that contains First Name, Last name and whether they were interested in Product

• All my clients are individuals, should I use 'accounts' or just 'contacts'?

  Hi everyone, I'm new to Zoho CRM, I'm an insurance agent. all my clients are individual persons, not companies. should I just use 'contacts' and forget about 'accounts'?  Thanks, Howard

• Customize Call Box

  Good day, I am working for a Call Center, as you understand the Call section y very important for teh company. I have just seen that it is not posible to customize this par of the CRM. Do you plan to make it customizable? If so, do you have a timeline? Thanks for your answer.

• Co-fonders created two CRM portals, but one is the owner of the overall Business. Now there is a CRM conflict!

  Hi,  I am the owner of the Zoho Business account 'Omoto'. We have our mail hosted on Zoho and I have just configured the CRM. Unfortunately, my co-founder Kushal (kushal@omoto.io) also created another CRM account. Now when I sent Kushal an invite to join Omoto CRM, he gets an email saying he is already registered for CRM. But when he goes to delete that CRM portal, he gets an error that I am the super admin.  The problem is that I just finished customising the CRM to suit our business requirement

• Formula to compare dates and then replace numeric answers with text

  Hope I can get some help with this formula --- Datecomp(${Accounts.Trial close date},Now())/1440/7 --- The results of this formula in my case will be either 1, 2, 3, or 4. I need the formula to translate the answers as follows. 1 = 1 Week, 2 = 2 Weeks, 3 = 4 Weeks, 4 = 4 Weeks. Within the same formula.  Anyone know the answer to this one?

• How to see see email sent to client as a MACRO triggered

  Dear Team, We have created a MACRO for Potentials. When we run the MACRO, an email template is sent to the client with relevant details, and a we get the MESSAGE that the MACRO HAS COMPLETED SUCCESSFULLY. However, we are not able to see the email sent to the client under the email section of accounts... How to see that...???

• How do I add customer services into an account?

  How do I add customer services into an account e.g. I want to record which customers receive which services from us i.e. I want to record eCommerce Customer  Corporate website customer Hosting customer Maintenance customer SEO customer PPC customer  Etc. I want to have drop down / tick boxes so that I can target emails at certain customers that do not have a particular service.

• ZOHO CRM Integration

  Dear Team, We are a Investment Management firm, and want ton know if we could get the Investment Platform Website integrated with ZOHO CRM...!! If there any way out, so that instead of logging into separate platforms we are able to see clients investments under ZOHO CRM itself.

• I stopped receiving email in my Zoho CRM after March 2015. Need help with fixing this.

  Hi I used to use a free version of Zoho CRM and a paid version of Zoho Mail. Note that this was IN ADDITION to our company's regular email hosting provider (InMotionHosting). I was able to receive all contact related emails in Zoho CRM - however, after that it stopped working. I see that the last email I received in Zoho Mail was March 4, 2015 and the last email received in Zoho CRM was Feb 26, 2015. I checked and it looks like I still have 20% of storage available on Zoho Mail. Also, it looks like

• How to Link a Custom FIeld in one module with a Parent Module

  Hi, I am trying to assign a look up value in a Field of Custom Module. It only lets me choose the account name and doesn't let me search or add the custom field. Edited the 'Case' Module as 'Complaint" and within this module want to look up for a Field 'Customer ID' from the Parent Field "Accounts". The custom option gets saved but it only displays the account name and not the Customer ID. Regards, Minnath

• Visibility in the Feeds

  Hi there, I contact you because of an issue concerning the feeds, let me explain : We are four users, all of us are admins (except me as super admin) with the free Zoho experience. When user X post a statut, everybody can see it through the feeds but when user X update a lead or add a new one, I'm the only one who can see it in the feeds, why ? Feeds : All - Now. This is how I've setup the feeds for everyone, thus I don't get why nobody can see but me. We're all connected with the same time zone

• RingCentral Popup Call Timer - make it movable or minimize

  Please make the call timer window movable or let us minimize it.  when we get a call it covers so much of the screen that we can't see behind it. And if we scroll to the end of the page and can't move the desired info up high enough to see then it is difficult to help the customer.  We need to be able to see the CRM info that is behind the call timer pop up.

• 3rd Party Reporting Tool & Dashboard

  Hi There, We're a small business (4 Zoho CRM) users, and wan to use a easy to use and cost effect 3rd party app for reporting and dashboards, can anyone make any recommendations? Regards Steve

• Use Zoho Invoice templates in Zoho CRM

  I am new to Zoho. I am not very fond of the standard template that is used for quotes, sales orders and invoices in Zoho CRM. I was digging around and found Zoho Invoice and it has some very nice templates. How do I get those templates in Zoho CRM?

• Integrate Survey with a Potential in Zoho CRM

  Good day,  It would be usefull to be able to link a Survey sent through a Potential in ZCRM to the Potential asociate, not only the contact. A nd moreover if it's posible that not only the Contact asociated to this Potential could answer it but for example the account manger interviewing the contact. Thanks

• Como quitar los decimales en el detalle de una cotización

  Hola a todos, bueno soy novato en el uso del CRM y  me gustaría que por favor me dieran una mano explicándome como hago para desaparecer los decimales que en la imagen adjunta relaciono, ya que he mirado en el modulo Cotizaciones (Quotes), no me deja modificar los campos para quitar estos decimales que no quiero que aparezcan en la impresión de la cotización. Agradezco mucho su ayuda con el tema.

• Resend the invitation email

  How do I resend the invitation email ? I have tried to find the "resend" link as various articles have suggested, but can't see it on my screen. I'm logged on as super-admin.

• Hola, soy Ángel y llevo un par de meses con standard

  Hola a todas las personas que lean esto. Me llamo Ángel y llevo utilizando Zoho, bastante tiempo. Hace un par de meses me animé a ampliar de la opción gratuita a la standard, y en principio tanto por falta de tiempo, como por no verle muchas diferencias, no he comprobado grandes ventajas a lo que venía haciendo. Yo quiero tres cosas para comenzar nueva etapa profesional: Incorporar a los correos y donde haga falta el texto correspondiente para cumplir la ley de protección de datos en España. Que

• Create potential from lead

  I am working with Zoho CRM and I am using Leads to document whom I am trying to attract to be a customer. When  I have the opportunity to send a proposal I would like to create a potential BUT I do not want to create an new account until the Lead really are a new customer ie a new Customer account. Does anyone know if there is a possibility not to create a new account when converting Leads into potentials?

• Merging website contact us into CRM leads

  I am wanting to take our contact us box on our website and have those inquiries drop directly into CRM and populate as a potential lead. Can someone help me with how to accomplish this task?

• Zoho CRM and Twillio

  I know Zoho support now supports Twillio.  But what about Zoho CRM?  I had heard a rumor this was coming a few months ago.  Can you provide a status update? 

• CRM Macro Covert a Lead?

  Can you make a lead convert on run of a macro? If so, how?  I don't see how out of the box with just field update.      

• CRM Import & Overwrite : Fields do not match "help topic" descriptions

  Hello, I have exported my database to do a large-scale modification to records. Now, I want to import the database and overwrite it so I can have all my new data. I run into 4 problems: 1.  The Zoho mapping process has changed. On my screen, it looks nothing like the Zoho online manual. Instead, it looks like the attachment "Zoho Screenwhot Overwrite NONE NONE NONE" 2. Where the fields are "none" -- will Zoho delete the existing data in that field? 3.  Zoho now insists on overwriting the field "Relationship

• Can´t enable BCC Dropbox in Zoho CRM

  I followed the instructions of this URL https://www.zoho.com/crm/help/bcc-dropbox.html however I can´t find the address of my BCC Dropbox as you can see on this picture https://www.dropbox.com/s/xhsylkxrpq1h9je/Screenshot%202015-07-22%2008.31.14.png?dl=0

• The Service Team don't seem to care about taking a feedback and reporting to IT team..

  Based on the issue we are facing, I suggested VIDYAPRIYA to give the feedback to IT team for the feature enhancement, that ZOHO might feel ok to be implemented. It has been 4 days, and VIDYAPRIYA don't seem to revert the same... neither she seems to acknowledge the same...!!! I don't know how ZOHO would out perform the competitors when the client feedback don't seem to reach the IT team...!! SOMEONE NEEDS TO FIX THE ISSUE...!!! This treatment come to us, even when we are subscribers to your highest

• Price Book and Quotes

  Hi, I have created a Price book in CRM for some Products. I am now trying to create a Quote and the form doesn't seem to search on the Product name that has been entered in the price book. Therefore I am left with having to manually enter the price for a product in the Quote form, which negates the reason for creating the Price book. I am evaluating this functionality as it would be good to integrate our CRM system with the quoting system, but from functionality so far and looking at other responses

• See ZOHO Invoice information in Zoho CRM

  Hello Guys,  Is it possible to see the ZOHO Invoice information about a client or a contactperson in Zoho CRM? I pay for one user in CRM and in Invoice.  Awaiting some respons.  Yours Sincerely,  Mathijs Jonkers

• CRM Currency field does not merge to Zoho Doc template

  Have a Currency field in CRM . Created a Zoho Writer template with this field included. Do a merge, but the Currency field is not shown/merged. All other data is. Any Ideas?

• Editing the New Contact Form

  Team, Can edit or alter the new contacts form? For instance, I have no need of the copy address button. Sincerely, Oz

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