• How do I link an opportunity to a document

  In our sales process we are looking to create a link between an opportunity and 2 pdf documents which are related to this opportunity. Does Zoho have the ability to do this. If so how? Any advice would be appreciated.

• Seeking: Telephony integration options for Z CRM

  We are a Zoho CRM reseller and are looking for a telephony integration for a customer small site in New Zealand. They have two users in their call centre and currently use Skype dialling from Zoho CRM. The problem is, however, that as soon as they start

• E-Mail Potential Products and Price List

  Within CRM, want to send products and prices for those products for an entire group of inventory by e-mail. I do not want to have to manually click to add each specific items to a quote.  The idea is when we have a potential, we want to send them a list of all products and prices with a few clicks.... Thanks,

• Creator not getting CRM data using Zoho CRM field

  I am new to Zoho Creator and have searched the help, support, this forum, and the web for a solution. I am having a problem getting the Zoho CRM field to work. I upgraded my CRM account to Enterprise to get the Creator integration and am paying for the Standard version of Creator to get CRM sync. (I'm still not sure if I needed to upgrade from CRM Proffessional to Enterprise to get Creator to pull data from CRM.  But, because I'm having this issue, I upgraded to see if it would solve the problem.)

• Quantity in stock

  We are a software company that cuts the CDs on demand and therefore have no concept of stock levels. How do I get rid of this in the quotes?

• Two questions from the Campaigns/CRM November Webinar

  1.  Will all Campaigns to CRM info/data show in the "Description" section of CRM, or can I create a new section where Campaigns info to be help inside our CRM?  If yes, how? 2.  In Campaigns, can you only segment customer list from Leads and Contacts modules?  I think this answer is yes.  So, if I create a custom list over in CRM Reports, say based on Accounts records and then import it into to Campaigns, would this Campaign list info/data sync to our CRM records once sent from Campaigns? Even though

• Mass New Task

  Is there any way of creating mass new tasks? E.g. we had 50 customers who had an activity set up to be emailed. These have all been done and mass updated so the tasks are completed, I'd now like to create a new task for all of these for a follow up phone call the following week. Is this possible without going into each one? Cheers

• Attach a Document

  Hi Support,  When a user adds a new lead, contact, account how do i ask them to upload a document?  For example, we have to keep copies of insurance policies for every account. How does a user upload this when adding an account?  Andrew.

• Zoho CRM via Mandrill

  Hello.  Is there a way to integrate Zoho CRM with Mandrill, for sending CRM emails - especially CRM mass mails - through their transactional service?  (mandrillapp.com).  Mandrill gives you custom smtp to send via, but I can't find a place to change those credentials.

• Using CRM to BUY Products from Potentials ....put your thinking caps on! need your help

  We use ZoHo CRM in a way that makes standard functionality a problem when we want to move past potential. The issue:  Seems ZoHo CRM is created for SELLING products or services Our company gets leads, turns them into potential to BUY products from VENDORS. Because we BUY products from our leads/potentials, we do NOT have functionality to link and connect the PURCHASE ORDER and VENDOR modules to the POTENTIAL. *Note - We need functionality of products module or customized solution outside of this

• Syncing customized Zoho with mobile

  I spend 50%+ of my time in the field and don't wish to drag my laptop around construction sites. Is it possible to sync customized fields with the mobile app? 

• Auto email if potential hasn't responded ?

  Is there a way in crm to auto email a potential , if they fit a certain criteria ( say stage or field status) if they haven't responded by email after x amount of days ?

• Reply to email default field / email crash (mobile crm app)

  Two bugs that urgently need to be fixed 1) When you reply to an email using either mobile app, desktop or mobile device browser, the cursor defaults to bcc field. Extremely annoying. I'm sure when users click reply they want to go straight to the body and start typing etc. 2) On Android crm app for tablet or mobile, when you send email the app crashes and then needs to restart. It seems it sends before it crashes but still to be safe were constantly crashing, reopening, checking to make sure the

• Urgent Actionable: Automation Assistance Required

  If we have any customer issue to be resolved and we have mentioned that as a 'CASE' in ZOHO CRM. Now, when the case is resolved for a particular Account/Contact, we need an Email Automatically sent to Contact Person, as soon as we update the status as 'Solved/Completed' wrt that respective CASE, to provide the client that the case is RESOLVED.,... How can it be automated... Thus, as soon as the CASE is resolved and the status is changed to completed we need the confirmation email to be sent to that

• Is there any way to Map all or any of my Zoho CRM leads

  I have 800+ leads in my Zoho CRM account and I will eventually have to visit most if not all of these at some point. Therefore, mapping my travel route efficiently and effectively is very important. I am unable to locate a function within Zoho that gives me this capability. Is there any software out there that will give me the capability of mapping my leads list if I were to upload them in a .csv or .xls file?

• Crm Custom Feilds

  Having the ability to have every last field editable/customizable would be great!! On my leads, for instance, I have no need for the 'last name' field. Thanks you for doing a great job so far ZOHO.

• Create New Record Script Issues

  I have three separate forms that I've created in ZOHO Creator to push their data into CRM.  I have a Contacts, Companies, and a custom made Expense (CustomModule3) modules setup in CRM. I have used the exact same script for all three Creator forms and updated the fields accordingly.  When I run the Contacts and Companies application through creator, all data I submit makes it back into CRM and adds the new data. However, when I run it for Expense custom form, I get the Data Added Successfully but

• Multiple Zoho accounts - leveraging docs on one account with CRM on another

  I have two different Zoho accounts. One that is more personal that I pay for a standard Docs subscription for 250GB of storage and a different one attached to my Google Apps Domain for a start up I am building. I leverage Zoho CRM with my business account, but because of all of the storage space I have and pay for from my personal account I would like to store my docs there yet be able to attach them easily to my business CRM account. Is this possible? CRM lets me leverage a different Google account

• Can I use CRM to track donations

  I have a non-profit in which I need to be able to track donors and their giving activity throughout the year so we can 1. communicate with them more effectively, 2. Be able to track data report donors activity, and 3. be able to send out year end reports through email and written letter of donor's activity for tax purposes. My question is is Zoho CRM going to work for me? Do I need a combination of tools? Would love some input before diving in. Thanks!

• Why won't LEADS created within iPhone App populate to browser-CRM and iPad?

  I am a (new) paid professional subscriber. I created some leads on the browser CRM and they have populated to the iPad and iPhone apps. However, this morning I created a new lead on the iPhone App, but it is not syncing with the browser or iPad. That is, the new lead I created is not appearing anywhere else except for the iPhone App. Please help.

• Multiple Checkboxes for One Field

  I propose the ability to have multiple checkboxes for one field. For instance: When a contact is entering a web form, and the field criteria is - When Are You Available? Instead of a pick list or open text field.  I would like it to supply multiple checkboxes, so they can choose more than one checkbox. M    T   W   TH    FR |_|   |_|  |_|    |_|    |_|

• Using Wufoo API to Integrate Form Data into Zoho CRM

  We have an API key from Wufoo for a form we use to collect data. We'd like that data to transfer to Zoho CRM into Proposals module automatically once the data has been submitted online in Wufoo. Can you tell us how we can connect the systems using the Wufoo API? 

• No email history on m.zoho.com/crm

  Hello, I am using the web browser version of Zoho Mobile (through http://m.zoho.com/crm). It works pretty well, but I miss the email history. I cannot see what emails were sent to the contact person. I don't need to send or edit. I just need the view so I can see what was sent earlier. Thanks ! Herbert

• CRM - Plan Calls

  The most important aspect of marketing in my field is calls. Having the ability to plan calls would be a great help. Thanks!

• Zoho CRM Mobile App

  In the mobile app, when creating a new task, there is no option to add a Reminder, which there is on the web-based view is there a way to do this?

• Link back to potential in an email alert template

  My gut says I can write a custom function to auto populate the direct link back to a potential in the body of Email Alerts I send to my users when a deal is WON. Has anyone done this?  Simply, I want to send automated email to internal users when a salesperson closes a sale.  In the body of the email I would like there to be a link to click for user to be taken straight into CRM record for that specific deal.  Potentials appear to use the PotentialID hash and if there's a way to create a custom function

• Notes not carrying over to converted potential

  when I convert a lead to a contact/account and create a potential, the lead notes are gone. They usually show up in the potential, but today, nothing. This is a big problem to lose all my lead notes. Especially ones that are progressing through the pipeline.  -J

• Parent Child Inheritance

  We are trying to use Zoho for a non-profit organization in which, if the organisation is a member it follows that all of the employees of that organization are members as well.  We are entering the Organisations as Accounts and the individual employees as Contacts.  We have added a checkbox with the label Member.  Is it possible to make the children of the parent inherit the status of this field, whatever it may be?  And to update if it changes?

• ZOHO Professional CRM and Mail Hosting via Zoho

  I have the Zoho professional with 12 users.  I am looking to change my mail hosting service. Do I have to pay extra for Zoho mail hosting for these 12 users?  I see Zoho Mail has a charge for over 5-users, but my question is "is this part of Zoho CRM Professional"?  Meaning that I could point my email to Zoho and then get those 12 users on at NO additional cost. Thank you in advance.

• [Sales Order] use API to insert sales order with account id/name

  Zoho CRM API shows it is possible to insert sales order record by API as below, but "account name" nor "account id" are not included, does anyone know how to associate "uploaded sales order" and "existing account"?  thank you  https://www.zoho.com/crm/help/api/insertrecords.html

• Enlarge Printed Font Size

  Is there a way I can change the font size when printing a list of contacts off the CRM?  Thanks!

• Security issues with embedded crm form builder code?

  Just wondering if there should be any concerns with embedding form code from crm form builder into a website (wordpress). I see all the code and lines that reference zoho app items. Just wondering if there is any security issues where someone could use items in the code and make other calls to our app from outside the organization if they happened to look at website code elements.

• Mobile app crm crashes on email send

  I'm in tablet Nexus 10 android. After updating to Kitkat everytime I send an email from the app is closes. It appears as if it sends but stops responding and have to close and reopen.

• Sales Order - use API to create "sales order record with account id"

  https://www.zoho.com/crm/help/api/insertrecords.html in "sales order" example, it doesn't have account name / account id as attribute, how can i associate sales order record with account? thank you

• Text Messages from Mobile to CRM Record

  Anyone have a workaround for text messages attaching themselves to a lead/contact/ in CRM automatically from their handset. I'm on android. I was thinking surely their is some app or even built in function of iOS and Android that would fwd text messages to an e-mail, where a function could then parse out the recipient number and link to a lead/contact and then store the incoming and outgoing text message with the record in CRM. Anyone have some way their able to make this seamless? Regards D

• CRM Administrator ability

  As administrator in Zoho CRM, you should be able to reset/change users passwords, as of now all you can do is disable and delete users accounts.  Having this feature would help in managing users.

• Zoho CRM - Accounts Merge

  Hello, I am trying to merge several accounts because they have been created multiple times by other people. This happened mainly because someone misspelled the name, so a new name is created and attached to a contact, but it's incorrect. Is there a way to merge accounts without deleting the contacts that are associated with the wrong ones? Thank you.

• ZohoCRM integrate with Outlook.com

  I see that there is an Outlook plugin to integrate with ZohoCRM, but is there any way to sync ZohoCRM and Outlook.com? Thanks!

• Alter ZoHo CRM Form Layout

  See attached. My text is only so much and alot of space inbetween field value display name and the input field.  Want to tighten it up and bring the fields closer to the left, or the display text closer to the right. Is this possible? If so, how?

• How to show maximum rows in ZohoCRM sheet view

  Hi all.  Newbie here. Pretty sure I got ZohoCRM to show more than 100 records by going to sheet view.  Now it is not cooperating (maxing out at 100) Think I read somewhere that sheet view can show up to 2000 records.  Cant find any customizations, preferences or buttons etc that allow me to view more records. What am I missing? How do I display more records in sheet view? What is the maximum number of records that can be displayed and edited? Thanks in advance

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