• ZOHO CRM & Creator - Major Permission Failure Needs Correcting

  Hello, Whenever I create new accounts and I employ developers to create apps for those accounts, the CRM's Super Admin loses their permission to create new custom apps from within the UI. I have now experienced this with 3 separate accounts that I own and each time that I call customer service, they are stumped.  They mostly have all suggested work-arounds such as disassociating the developers app from the CRM and then importing the app back in while logged in as the Super Admin.  Upon doing this,

• ZSC Key Error for Zoho Invoice / CRM

  I'm Using both zoho crm and invoice and setting up the sync.   I have already imported my contacts in to invoice so I know there is a clear communication but I cannot see the invoices from within the CRM.  I was told there is an additional key that needs to be added. When I go to the following: I get the zsc key from Invoice by going to Customers / Reimport from crm Then I go to: CRM/ APPS and Add On's / Zoho Apps / Zoho Invoice / Existing Zoho User / When I paste this key and my email address into

• Zoho CRM iPhone App Accounts Sync Issue

  When I log into Zoho CRM on my iPhone, it only finds 4 of my Accounts. When I try and refresh, it duplicates them repeatedly. When I search for them on the server individually, it finds them and then adds them to the list, and then duplicates those too. Has anyone had this issue or found a solution to this?

• Increase API limit for CVrecords from 250 to 500

  We are using Zapier to add Campaign Monitor Subscribers to Zoho as leads. I have already worked with Zapier to reduce our call interval to every 30 minutes instead of every 15, but we are still exceeding our allotment of 250 calls a day for CVrecords.  Limiting users to 250 calls a day, no matter what edition we are on, seems a bit stingy to me. Surely Zoho can increase its API call limit at least slightly. My next step is to ask Zapier to change our call interval to once an hour. They have been

• zoho mail + crm...next step...

  Hi, i've activated zohomail addon, setup it into upper main bar. i need, please: - have the icons on top right - use my own domain INTO zohomail (i've already setting up right dns) it's urgent, can you help me?

• Some simple reports & calculations needed - Stock/Inventory Management

  Other than exporting the Products, and then playing around in spreadsheets manually, is there any way that I can see, from Zoho CRM the value of my stock on hand? There are already fields which list the amount of stock on hand (say for example 3 units) and there is a field which lists the cost of each item (say $1) so it would be pretty easy, one would think, to develop a calculation/report which would show me the value of the stock on hand ($3 in this example).  However, it does not seem to be possible

• Error when sending email from crm app from android app

  I have a Google apps domain and have enabled crm and purchased the mail and mobile addons for my users. In the past we were able to send email through the crm, but now we are receiving a "unable to send mail, verify that the name and value is appropriate error. Can't figure this out. Help. Everything appears to be configured correctly. 

• Unable to use an email template in 'Calls' section to email to a Contact or in relation to Call as an activity

  Hi I created an email template as I wanted to email details of the telephone call to a contact. I went into email template, Calls, found the data I was looking for such as Call Start Time, Call Purpose, Subject, Description etc. Unfortunately I don't seem to be able to do anything with this as I cannot access the template from within Contacts or access the email of the contact or account from within Activities/Calls. Any advice on training issue or is this broken? Thanks Maxine maxine@maxxy.co.uk

• How to add event invite into calendar?

  Hello, I might be missing something but when someone sends me an invite through the CRM I do not see how can I add the that event into my own calendar within the CRM. Do I have to type in again all the data into my calendar in order to add it?  I'm sure it's easier than that, but I do not see how to do it... any suggestions? Thanks in advanced.

• Randomly getting error 4401

  On our website, we have a form that is submitted to Zoho CRM via the API (insertRecord method).  It's been running fine for months, we've had no problems. Since last Thursday or so, we are randomly getting error code 4401 (Unable to populate data, please check if mandatory value is entered correctly.)  It shows up for maybe 10-20 min, and then the error seemingly resolves itself. Without applying any changes or fixes, the script functions are normal and we do not get an error. Any ideas on what could

• Automated follw up reminder

  Hello, I am a small company new to Zoho CRM. First of all, none of my reminders or alerts seem to be working. Must be doing something very basic wrong but i have done several tests and so far have not received any email or pop up alerts.  secondly i would like to set up amnautomatic rule that reminds me to follow up on a contact and/or lead 15 days after the most recent modification. im sure this cant be hard but can someone help? thanks

• How do I see which products are selling, and the quantities?

  Is there a view or a report that I can make to analyse which products are selling? We need to know which products are our best sellers/worst sellers and whether it's worth to continue selling them. We like to review this quarterly and annually. For example, if a certain colour of a product doesn't sell at all in two years, then we will discontinue it.  I am a CRM Professional Edition user, small 2 person company. This seems like a fairly normal business requirement… any ideas? 

• Como puedo colocar en una plantilla de mail, el campo: con copia "CC"

  Hola a todos, he encontrado otra cosilla que no he podido hacer y es el como colocar dentro de una plantilla el campo CC "con copia" para que mis mails enviados desde el CRM lleven siempre el correo electrónico de una persona especifica y este enterada dicha persona de los envíos que se han realizado.  Quedo a la espera de la respuesta para esta nueva inquietud, gracias por su tiempo.

• zoho projects works but account locked in crm

  Hi, i can access to mine zoho projects but i can't to zoho crm, i want to do play with it to understand its can fit mine needs. thanks for kind reply Daniele

• Lookup Field in Events

  It would be usefull to have a lookup field within "event" to link a product to an event. Example - event has lookup field for customer if we could look up product aswel we could store info for customer, time & product for an appointment. Also when hovering over event on calander shows same info.

• ReturnURL / Statements after Web To Lead form not working

  Hi, I have set up the Web To Lead form to integrate with my site's quote request function, but the ReturnURL doesn't work and any code after the form is sent doesn't seem to render. I know this isn't the standard CRM code, but could someone look at it and let me know why this problem might be occuring? PS: The data goes onto the CRM perfectly, it's just that the user doesn't see that the form's been submitted, which results in them re-submitting a few times and then getting irritated, thinking it

• Linking emails on the Potential and Contact Pages

  I currently have one contact linked to each potential. I would like to see a record of the emails I send under each potential. So far, I am able to email each contact from the Potential page, but I don't see a record of the email that is sent nor the reply email on the Potential page. I do, however, see the email only under the contact page. How can I link emails so that I can view them under the Potential page?

• POC - Integrating Zoho CRM with Zoho Invoice

  1. Able to create invoice based on customers from Zoho CRM 2. Able to add products from CRM inventory management to invoice, and inventory will be subtract I know invoice API could do no.1, what about no. 2 requirement?

• Send mail using PHP

  In my hosting I haven't got mail server and I wonder if you could implement some script to send emails with Zoho using PHP. Thanks!

• Exporting Leads out of Zoho

  I am trying to export a SPECIFIC set of leads (defined as a view) out to excel.  What I see when it is done is NOT the list I wanted it to export (or that I had checked boxes for). Is there something specific I should be doing? Thanks in advance for your help!

• How to organise US leads and UK leads within CRM system

  Any advice on how to manage both UK and US leads?  Do I just search by country every time I want to go through tasks?  Or do I need a separate CRM Zoho account?

• How to make activities display with fuller information

  I find managing activities frustrating as they don't display the name of the person and company.  Any answers to that one?

• BUG: Records missing from API response

  As you have marked the previous thread that this was posted on as solved (https://help.zoho.com/portal/en/community/topic/bug-records-randomly-disappearing-from-searches-in-zoho-crm-and-from-api-results), which it is not, I have started a new thread to ensure that this can be followed up.  In response to your request for information about the API calls, I have received the following from my developer: These are the urls where we query Zoho API: TARGETURL: https://crm.zoho.com/crm/private/json/Invoices/getSearchRecords

• -= Maturing business approach - Integrating Website to CRM via API's =-

  I would like to understand the best approach for the following: We currently have a Zoho CRM - Professional edition account. We wish to evolve our solution with form feeds from our website into Zoho via the APIs to allow for creation of new leads. With an option for looking up the database to assist manage a Partner portal. However our database is already propagated with thousands of entries, which we don't wish to corrupt or adjust whilst we are defining, adjusting/customising fields and integrating

• Documents just for me

  If I have my own document (just for me) uploaded in my carpet (no shared to anyone) and I want to attach this document to an account that is shared with other vendors. I don´t want to share this document with the other vendors, it is possible?

• The shortcomings of separate development

  We have an idea: add all the functionality of Zoho Books to CRM or all the functionality of CRM to Books and you have a great product. It's time for Zoho to akcnowledge that the current separate development strategy for products is the wrong approach from a functionality point of view. True, you can foster parallel development of products if you have a master design from day one that calls for true integration. But when you try to integrate very differently-conceived products as an after thought,

• Pushing Click-Throughs to CRM

  I recently sent out a campaign, and was able to push through the opens to the CRM. However, I'd like to be able to push through the clicks as well and have their click history append to their lead record.  Is this possible? If not, is there a way to manually change the campaign member status? Clicked is not included - can I add this as a custom field? 

• Link to record in Gmail contextual widget

  Hi Zoho Dev Team, It would be great if the contextual widget in Gmail for Zoho CRM would have a link to the full CRM record for more information. Is that possible? -Nick

• How to extract Email of the Primary Contact from the XML returned by ZOHO CRM API?

  I am having trouble generating the XPATH expression to extract the primary contact's email address. (Primary contact of a Zoho CRM Account). I do have certain replies on StackOverflow.com - http://stackoverflow.com/questions/15345228/how-to-apply-triple-level-of-condition-in-an-xpath/15356522?noredirect=1#15356522 But none seem to work in Zoho Creator. HERE IS THE TRIMMED XML I GET FROM THE CRM API CALL FROM WHICH I WANT TO EXTRACT THE EMAIL ADDRESS OF THE PRIMARY CONTACT. ANY ONE OUT THERE WHO HAS

• iPhone's dictation doesn't work with Description field

  Hello, We've found that the iPhone's dictation function doesn't work with the Description field, but does work with the Subject field. Two questions: 1) Is this a bug, or by design? 2) Is there a character limitation in the Subject field? We've tested this on two separate iPhone 4Ss, using Zoho CRM version 2.1 with the most recent iOS software (6.1.3) Thank you.

• Any news on the CRM integration?

  10 days ago it was said that the ZOHO Crm integration would take one week till it was finished. Any news on that?

• Now I have One Column instead of two.

  I built my form, the made it a "Stateless" form. Now it is all out of whack and in "One' column. What happened?

• Create CRM Event from Creator

  I am trying to create a CRM Event from Zoho using the following function: crmEvent = zoho.crm.create("Events",                                            { "Subject" : input.Name_of_Patient,                                              "Start DateTime" : input.Time_of_Appointment,                                              "End DateTime" : input.Time_of_Appointment,                                              "Type" : input.Type_of_Appointment,                                              "Project

• Adding the URL of the webform on the Lead notification

  Hello,  I have many many landing pages that I would like to place the same Zoho CRM webform on.    How will I tell which landing page the new lead come from??    Ideally,  this is what I would like:    When I recieve a new lead on CRM - I can click on it and see the URL of the page where the form is installed.   I would also like to customize the notification email to show the URL.   How can I do this?

• Oportunities - How to administrate closings and losses

  Hi, first of all sorry for my english (i'm from Argentina). I will try to make myself clear about my doubt. I create oportunities for all my "possible closings". When I do a commercial proposal, I create an oportunity. The problem I'm having is that when our service is Sold or NOT sold, every oportunity stays where it is. I mean, if the we cannot make the sell, the oportunity stays there (like not sold).  How can i administrate my oportunities so when the closing is done or not done, I can "erase"

• Integration

  Hi, consider me a noob in every field here,  Is there anyway I can use the CRM app integrated with other things? For instance: I have a spreadsheet in which I make propositions for my clients (other business), they rent my product for a day or two or twelve, and I collect it back. Is there a way I can do this proccess using zoho´s crm?

• Need programer to duplicate Web-to-Lead form content into .pdf upon submit.

  I need a programmer to allow my web-to-lead form to perform two actions upon submit;   1.) populate a CRM lead record with the new leads information (which it is doing right now without a problem)   2.) email a .pdf file that is attractively laid out with the exact same information to my email address. The bottom line is that I need both actions to happen at the same time...a separate .pdf file to submit to clients and the CRM lead record to coordinate my teams response. Please respond with project

• New section in CRM Contacts with data from Creator

  Hi, Is it possible to create a new section in CRM Contacts (or Accounts) with data from a Creator database, like it is done for Campaigns or Activities? I have a Correspondence Management app created in Creator and integrated in CRM through Web Tabs that I would like to further integrate in CRM. As such, I would like to see each correspondence related to a contact appear in that contact's record, on its own section. Thanks in advance, Leonel Silva

• Zoho CRM field does not submit through email

  I use a Zoho CRM "account name" field in my app. When I add a record through the app it works fine (through a "lookup" window). But it doesn't come through when I submit a record through email. The other fields in the email are single line. They come trough and I don't receive an error message. I haven't been able to find a solution in the forums. Thanks!

• Can not create email template - CRM

  Hello, I have signed up for the CRM as free user, I want to create the new email template. When I click on the "New template" the loading message appears but nothing happens after that. Please let me know if I am missing something. Thank you

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