• Mobile Events

  I have previously installed the mobile CRM app and all the events were shown correctly.  Then I went online and changed the date to a recurring event from every other Friday to every other Thursday.  The app now shows the events on Thursday's, but the Friday event is still there.  The Friday event was removed from the online CRM site, but on the mobile it was not deleted.  Any way to fix this? Thanks

• CRM Website Integration - Other than .com domain issue

  Hello to all. I am integrating CRM with my website ContactUs page via form I created on CRM site (see below) and I do face strange problem here. When I simulate user sending contact via web site and I enter @xxx.com email, all fine and lead will show for for approval in CRM.  However, when I enter eg. @xxx.de, or @xxx.cz email, no record is displayed in Approve Leads page. Anyone already faced the problem, please? I dont want to avoid approval of Contact forms, as I dont want to have mess in Lead

• How do I fill a field's value based on the value of another field?

  When I am in the Cases (or other modules) of CRM and Choose an existing Contact (lookup), the associated account is automatically filled in for the Case. I would like to do the same thing on Creator form's I have created. The first thing I would like is exactly what I described for CRM Cases. If I get that to work I would like to fill other fields (e.g. phone number based on contact). I am new to Creator programming. I've been searching the forums, KBs and help for this problem. I've found a few

• Create a report to show the time from open to close in the CRM

  Hi,   Do you know how to create a report that shows the time the reports remain opened?   Thanks,   Regards,

• CRM Web To Lead Form in Facebook Fan Page

  I am trying to implement a web to lead form on my Facebook fan page using using IFrames.  The redirection of the form works but none of the data is collected and sent to ZOHO.   Has anyone else done this?  

• CRM with RSS reader

  Hey guys, I'd like to find a way using either Zoho CRM or Zoho Creator to view an RSS feed and add the authors of news articles to a CRM-style list of contacts.  I'm happy to spend time building this with Zoho Creator. But before I get started is there an RSS reader in Zoho creator or will I be beating my head against a wall? Also, is it possible to do this with an add-on or extension for the existing Zoho CRM? Many thanks!

• How to create Accounts with Campaign lookup on CRM through API

  I post this XML but cannot relate the account with the campaign(id=12802000000056065). Is the any mistake? <Accounts><row no=\"1\"><FL val=\"Account Name\">new_company</FL><FL val=\"SEID\">12802000000056065</FL><FL val=\"SEMODULE\">Campaigns</FL></row></Accounts> Account is successfully created but it is not related with the campaign. Could someone please help me. Thanks, in advance.

• How can I integrate a Creator app with Zoho CRM?

  I'm working on an application with approximately 10 forms.  So, I can't link them all to the Contact module as I would like as it limits you to 3 Related Lists. Is there a way I can link to the entire application from the Contacts Module, or the CRM module itself? Any suggestions or info would be really appreciated Steve Henry 310-850-2426

• ZOHO CRM - Mass update for Salutation

   Hi Guys, I need to use mass update for updating "salutation" of the contacts. Pleae coudl you tell me how to do it? Roland

• Free version: Custom fields or not?

  I activated my free CRM last night.  The documentation from within my CRM instance says I get 25 custom fields:   https://www.zoho.com/crm/help/erutaef321.html#custom-fields However the button to create custom fields is not available.   THEN i see a post from 10 days ago where a Zoho employee is pointing another user to a COMPLETELY different set of documentation that says we get no custom fields. What's the story here?   If we don't get custom fields, I won't waste my time and look for another solution

• Creator integration inside CRM

  Hi folks I really like that Zoho has incorporated Creator inside CRM, to allow custom forms to be built and deployed.  I seem to be missing something, however, and wonder if they have missed the point a little in the way theyou have created the facility.  For example:  Against each CRM account I need to store some custom one-to-many information records. These records might, for example, contain Assets.  Each Asset record might contain: Account Name it is linked to Product Code Date Purchased Serial

• ZOHO CRM QUESTION

  Hi All, thank you for your most valuable time. I would like to use ZOHO CRM as an aggregator of leads online and on mobile phones.  More specifically I would like to create a CRM where the 'leads' enter their own information into the system (opt-in).   So if I'm at a trade show I can enter leads myself as an Administrator or I can give the 'potential' a way to 'opt-in' on thier own time by visiting a certain url (that only allows them read/write/delete access for their own records).   How can I make

• Reduce User

  Hello, If I reduce a user for my yearly subscription to professional version on Zoho CRM, will I get refunded the cost of the user  ($ 216). If so, how?  Thanks, ARMGroup

• How do you extract your CRM contacts into an Excel sheet?

  Hello, I am trying to download the contacts from my CRM into an Excel sheet, but when I click the "Zoho Sheet View," it doesn't give me all of the sections (i.e. Account Name, Title, etc.) which I need. It only gives me the following categories: Contact Name, Phone, Email. Does anybody know how I can extract information from the categories I want into an Excel sheet? Thank you.

• What exactly is the function of the Potentials?

  I don't really understand what the function of the Potentials module is. Why wouldn't I just use Sales Orders or Invoices?  Is it just an arbitrary amount of revenue I can anticipate from an account I can anticipate once it has been won?

• Why such a ridiculously low number of lookup fields?

  Why such a ridiculously low number of lookup fields? The whole point of a data base is to efficiently store information but this is really a factor which I have found so frustrating. It means that data may have to be input manually multiple times just to tailor fields like address fields to adapt Zoho CRM to UK conventions, on data sets which are common for multiple modules such as address information. I have used up 60% of my quota on lookup fields for the address alone. Obviously the relationships

• Creating custom reports

  Hi all, I hold a "pro" license of Zoho CRM. Can someone explain me how I should create a custom report to see the activity of our salespeople in a day. Let me explain what kind of reports I would like.   - first: is it possible to have a report with leads, accounts and contacts ... "merging" some fileds (for the moment, if I run a report with a column for the lead's company and another column for the contact company is uses 2 columns ... I would like only 1 ...  - second: is it possible to create

• CRM Security

  As I can have 3 Free Users in total in the  Free ZOHO CRM , how can I make 1 x Admin, 2 x Users, so the Data cannot be downloaded by Users with no Admin Rights?

• Can't access account's contacts mails - error message appears

  Invalid access crm.module not supported integration

• Does Zoho Books integrate with Zoho CRM?

  Hello, I think that this may be too much to ask right now, but would there be a chance that all your accounts, contacts, products & quotes/estimates from Zoho CRM integrate over to Zoho Books? That would be great if they did! Thanks Jeremy

• Can't see attached emails in CRM Mobile

  We are using the Outlook plug in. When I save an email to a contact inside of Zoho at my desktop from Outlook, I cannot see the attached email when using the Mobile version. What am I missing? Thanks!

• Refresh CRM lookup fields?

  I have a form that has multiple CRM Product lookup fields, below those fields are Quantity fields. Anyway I got it to work that when you choose multiple products and quantities it auto calculates the total in real time. So that works, it is great. (All 10 CRM Product lookup fields on the form have this script on user input. It works fine.) crmResp = zoho.crm.getRecordById("Products", input.Sample1_ID); input.Sample1Cost = ((crmResp.get("Cost (L)")).toDecimal()  *  input.Qty1); input.CostTotal = (input.Shipping_Cost

• CRM and Skype

  Hello We use click to call function with Zoho CRM and we have a french phone number format like "01 xx xx xx xx". It's impossible for us to call directly someone by clicking on the number because it adds a "+" at the beginning. We have to rename the beginning of all the numbers with "33" to format to international call. Do u know a way to avoid that and call directly a french format call number? Best

• Cannot open subsequent email attachments

  Whenever I am sending an email from CRM which has more than one attachment, the receiver can only open one of the attachments.  Any subsequent attachments show the following error when trying to open:  This is only happening when sending emails from a contact or lead record within CRM.  We also use Zoho Mail Add On, and when sending an email from the Email tab, the attachments can be opened correctly.  Please can you advise?

• Tasks with Zoho CRM

  Hello, Zoho Support solves so many of our needs for client inquiries. However something that seems to be a recurring workflow break is when a request requires several tasks to be completed to solve the request. Since our tasks are recorded in Zoho CRM, are there immediate plans to integrate the tasks in Zoho Support with those in Zoho CRM?

• CRM - changed fields don't show

  Hello, I started using Zoho CRM and in the customization, I changed few fields, then clicked "SAVE". Fields show changed in the customization, but when I try to add new contact, or account, field options remain still the old ones. :( Can you please help me to solve this bug? thank you Neli

• Customizing Tasks and Events Report

  Is there a way to add the Company to the Tasks and Events report? Contact Name is a option, but I don't see Company. The Contact Name is useful, but as the administrator, I usually don't know what organization the person is with. jd  

• Web to Lead Integration with Google Sites

  I tried posting this earlier but the post disappeared. We are using Zoho CRM's web to lead integration with our Google Site. As a basic setup, it's working okay but we need to be able to capture which contact form the user filled in so we know which content they downloaded. There are various methods for this which all seem to require editing the HTML. Google Sites doesn't care for us editing the HTML and in fact rejects our changes, saying that there are invalid tags which are then removed. As a

• ZOHO CRM question

  Good day. There I have the following questions for Zoho: 1. As users are not admins start? 2. Is there any documentation in Russian? 3. How can I transfer the backup of the old system (if this is important, it Megaplan) to Zoho? In the backup is SQL-table, there are XML-files and Attachments (images) that are not so important. 4. As Zoho in terms of usability and adaptability for Russian managers? If that is not clear, it is the fault of Google-translator. :)

• Can't add more than ten custom fields

  Hello, I subscribe to the Standard Edition and believe that I should be able to create 130 custom fields per module (at least that's what it says on the fields customization page). But if I try to create more than ten fields (I'm working with contacts and they are all text fields) then I get an error which tells me that I can't add any more custom fields (i.e. the eleventh) and which 'invites' me to upgrade my subscription. What gives? Chris

• IMAP Sent Email CRM Synch

  I am set up as a IMAP BETA tester and before I get into it, I can not find any information on how the sent emails are handled.  If I send an email through MS Outlook or my IMAP supported phone to a contact email via Zoho IMAP will that synch into the contacts email sent history in the Zoho CRM? If not currentlty, is there plans to support the sending of emails from clients other than Zoho via IMAP that will allow the sent email to synch/attach to the contacts email history within Zoho CRM? Thanks

• Contact Ownership for Outlook sync

  I'd like to setup a public folder on our Exchange server which contains a read-only copy of all of our contacts.  But so far, I haven't been able to find a way to sync anything but contacts belonging to the user doing the sync.  Is there a way short of re-assigning owenership of everything to accomplish this?  We have 4400+ contacts (and growing).

• Invoice Integration from ERP to Zoho CRM

  I need help... I need to get my invoices uploaded daily to Zoho CRM.  We can put our data into any format, we can deal with any mapping issues.  But I can't seem to figure out how to do this... any help out there?  Trying to get this implemented soon...

• Web CRM on Android tablet showing all

  I have been using the CRM web version on an Android tablet as it's much more functional than the Android app. When I look at Columns in the Leads/Accounts edit mode, I don't see the list of columns - Selected or Available. Will this change?

• Work flow to set calendar schedule

  Ok, we are a Flooring Contracting company using Zoho to keep track of our jobs and automate the process as much as possible. We would like to set up a workflow that will automatically complete the following tasks.  1. Schedule the job on Zoho Calender as soon as the field "scheduled" is selected from the drop down list.  2. Add the appropriate contacts to the schedule based on Contact type (Lead Installer, Installer, Helper, Lead Demo, Demo) 3. Send an email invite or email update the contacts 24

• Email Add-On works for Leads page but not contatcs

  Hi there,  Thank you all so much for your help.   I have a simple problem that hopefully has a simple solution that I just can't figure out.   I am using the email add-on.  On each individual lead page, I am able to see a list recording all email correspondance with the lead's email address.   But once the lead is converted to a contacts, although the section to view email records is on the contact page, no emails are shown.  In every case they are just blank.   Is there a solution to this?

• How does one add an account in the Zoho CRM Mobile App?

  I've installed the mobile app for my android phone but I can't determine how to ADD and account, only open existing ones.  The same is true for leads.  Can someone clarify how this is done?

• Converting Leads to Accounts in Zoho Mobile CRM

  I converted an open lead to an account on my Zoho mobile app for Android yesterday, however it did not appear to convert properly. It did create an Account and Contact, but it did not close the originating lead out, and the lead was still open and not associated with the Account. I was able to solve the issue on the web by Converting again, and associating with now existing Account as the Zoho error message advised.

• Link Zoho Crm details to Zoho Creator via "related list".

  Hi I want to create a related list on Contact, how can i link  "CONTACTID" field with a "Crm Field" from a ZohoCreator form ? (Crm field it's associated with Contacts module) When i try this Zoho Crm notice me an error "Invalid criteria specified". Thanks.

• Link to business task app

  Team, I can't find a URL / link to my business task application.  I use the CRM portal to access Zoho.  I would like to add business tasks to my web tabs. Thoughts

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