• Create new email template is not working - CRM.

  Hello, I have signed up for the free account of CRM. I have few leads and want to set rule for sending mail to them. It ask me to create new email template, But when I click on the "New Template" button it just shows loading on top and nothing is happening.  Can anyone please tell me what is wrong with it. Thank you, Satish

• Link Zoho CRM and Zoho Docs on mobile devices

  you can link documents from Zoho Docs to Zoho CRM in a web browser. Why can we not do the same on a mobile device (IE Apple ipad). Even if you were able to click on the link in CRM and it would take you directly to the document in Zoho Docs. 

• There is 2 contacts in the same CRM but they do not match !

  It is in the title : There is 2 contacts in the same CRM but they do not match ! I turn to the forum to try to get help. I ask the regular way. Without answer, I turn to the escalading demand. Same : no proper answer… Zoho seems full of promises but so many flaws.  This one is very interesting : Within the Zoho CRM, there is 2 different contact lists. That's great, but the trouble is that they don't match… One has got 7 contacts and the other has got 200 and that are not even the same contacts…!

• Changed primary e-mailadress but in CRM old adress still shows up after clicking sen mail in right column

  Can you please tell me what I should do to change this?

• Only allow user to access records based on specified field value.

  Hello, I am using Hariharan's CRM. Each store has a unique Zoho login. In the New User form I have a field named STORE. (There may be 2 or 3 users per store) Also every record in a form called LEADS there is a field called STORE. I need to ensure that when a store logs in. They can only view their own records and not the records from other stores. Can anyone please help?

• Switching Between Contacts and Leads

  In our business, the relationship between leads and accounts is a bit different from Zoho's system. A "lead" is not just pursued and converted to a contact/account one time. We represent multiple products and are often going back and selling new products to clients who already buy from us. We would like to easily change the status of a name from "contact" to "lead" and back again without losing any info/records or having to make duplicates. However this doesn't seem possible in Zoho. Any suggestions?

• Invoice editor in ZOHO CRM

  Hello everyone, I'm trying to modify the invoice template in the CRM, but i'm stucked at some point. I've got 2 questions: 1. How can I add a new "text area" in the invoice? I just can write in the actual area and I would like to create a new one at the bottom. 2. How can I add a column in the original table where there are the name/price/qty of a product? If you have any tutorial about the HTML edition in Zoho CRM, or even better, if you can writte me what I have to add in the HTML editor it would

• How to check for valid token

  It is fairly easy to create a new token using the api https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=Zoho CRM Username or Email ID&PASSWORD=Your Zoho CRM Password But how can I check if I have a token, to see if is valid? If I call the above code every time I need a token, I just get a new token and before I know it, my list of active tokens is quite long. Surely not the best approach, so what is the best practice? Clearly I would like to re-use my token, but if it

• How to create a new contact from Cases

  I'm finding it difficult to create a new contact from Cases.  We are a service management company which caters to the B2C and B2B markets so we use Accounts for our biz customers and Contacts for our B2C customers.  In case of a call for a new job from a new customer; I can create a new Account from Cases after lookup fails to find that customer in its list. Similarly in the "Related To" field lookup finds the Contact but one can't search and create a contact on the fly like once can create an account.

• Sales : No logo in pdf exports

  Hi when I want to export a sales into a pdf, the logo doesn't appear in the pdf instead of the logo appears a small broken icon, but if I selectet preview before impression, the logo is there. I respected the Zoho rules : (- 580px X 250px @ 300dpi) i tried jpg, png, gif... sames problem Any help please?

• Using Zohocrm to authenticate users of a website

  Does anyone know of a web CMS systems which interfaces with Zohocrm?  I am looking for a framework which uses the crm database to authenticate users i.e. to allow them to log-in to the website to reach restricted content.  I don't want to reinvent the wheel as I am sure someone must have done this already.

• CRM Leads email not syncing with gmail

  I sent an email via CRM then when my customer respond and it only shows up on my gapps account. What am I missing. Thanks

• Choose how CRM field fills in Creator application

  In my application I have placed a CRM field called Customer Name, which is pulling from Leads in the CRM. When I execute my application, the field is being filled with the Lead Name (John Doe), instead of the Company Name (XYZ Company). Is there a way I can have the field fill with the company name instead? My goal is to select the record from the Leads module in CRM and have all the contact information for that lead populate respective fields on my Creator form. I tried to add the following to "On

• CRM Report Scheduler, subject line

  I was wondering if it was possible to modify the subject line of reports sent by the zoho CRM report scheduler. At present all delivered reports come in as Zoho CRM Report Scheduler   this becomes confusing when you produce several reports per day, is it possible to make the subject line reflect the name of the report?

• Can I link a quote and invoice to zoho CRM?

  Can anyone tell me how I get quote information included on my contacts within the CRM?

• Printer driver for CRM

  It would be great to have a print driver so we could print a document directly into the clients file in CRM.  For example:  I have a document from another system, I could pick print and then pick CRM print driver, it opens the CRM you can search for the client file then print direcly into their file and it shows up as an attachment.  This would be a great feature!   Thanks!

• Error message when accessing the CRM calendar

  When I click on the calendar icon in the top bar (next to the Search box), the calendar for the current month drops down.  But when I go to click on an individual date within that month, I get this error message:  You do not have permission to view this component as corresponding module has been disabled in your profile settings (or) in Organize Tabs Any idea why this is happening and how to fix it?  Is there a better way to access the CRM calendar?

• Subcategories (Tasks/CRM/Projects)??

  Hi,  I really love your product because it combines tasks and email in a nice way. Even dough, I am trying to create a task list with subcategories and can't make it, no matter where I try! No subcategories in Tasks, no subcategories in CRM, no subcategories in Projects. Am I missing it or wrong? I think this most be an option and I am not the first who's asking for it. Many thanks

• OUTLOOK 2003 PLUG-IN IS NOT SHOWN

  Hello I am checking ZOHO Free CRM and I have downloaded and installed the Plug-in for MS Outlook 2003. It seem everything is OK and the plug-in icon appears in Control Panel (Add-remove programs) but anything is added in Outlook, nor toolbar nor menu or new icon.   After checking similar issues in the Forum and other ideas on the web, I have tried to add COM in Outlook 2003 (Tools->Options, Other tab->Advanced options->COM) but ZOHO plug-in is not shown in the combo list and it is not possible to

• Multiple Customer Segments

  How do you set the CRM up to handle multiple customer types. In our example we have 3 customer types. Those that we purchase ads from us Those that we have partnered with on marketing Those that purchase services from us It is possible to have 3 types of customers, all with separate data records ie Ad Sales would have leads, accounts, etc Partners would have leads, accounts, etc Restaurants would have leads, accounts, etc

• Integration Mail, CRM, Campaign

  Hi, I joined Zoho just one day ago. I can not find out how Campaigns, Mail and CRM are integrated? For instance, I would like to be able to see all the communications with my leads and clients (through ZOHO mail, CRM, Campaigns). For instance, I plan sending the Christmas greetings both to my clients and leads. Zoho Campaigns is a great tool to keep truck on customer behaviour. Is it possible to share such information in  CRM interface?  Thanks, Anastasia

• Retiring/removing contacts - best practices

  Hi all!  I can't find any help regarding this… in Zoho CRM a Contact has just quit his job. We don't know where he'll work next, but obviously, he's no longer part of the company listed in Accounts If we delete him, then we lose all of the history attached to him (and the Account).  Is there a way to "retire" him or suspend him?  What do you all do when a contact/lead quits their job? It's likely that in a couple of months he'll surface again working at a new company- at that time, should be treat

• Mass update

  I use a renewal date field in ZOHO CRM and want to change all of the dates from 2012 to 2013, can this be done?

• Zoho Creator - integration with crm - set crm-user lookup field

  Hi, I have a requirement that I must set "Zoho CRM"-field value "On Load" of a form. The field gets its choices from Zoho CRM Users module. It would be something like this (let the field name be "selectedUser"): selectedUser = someID; This code sets value of the field correctly but text of the field remains empty - when I select paticular user using UI the field gets populated with "UserName". How can I set field's text value using Deluge Script?

• Bulk Email Tagging

  I had a question about the bulk email feature through the Zoho CRM. Let me offer you a scenario: I want to email about 1700 contacts using the bulk mail merge feature. A lot of these contacts have moved on so I am expecting a fair amount of bouncebacks (failed email delivery). After the bulk emails are sent, is there a way to tag which contacts have successfully received my emails versus which have bounced back? The idea is that a week after I send the bulk emails, I'd like to have two lists: One, contacts that

• Wufoo Info into ZoHo CRM

  Is there a way to import WuFoo data collected from the forms into the ZoHo CRM. In other words can I automatically get my contacts from WuFoo into ZoHo? Thanks

• Company "Size" display character

  In CRM 'Leads' tab in the company 'Description Information' section "Size:" I see non standard characters.  E.g. �10m - �20m I am using Chromium Version 24.0.1279.0 (158811) as my browser and have UTF-8 set as my encoding character set. Is it a bug or a feature or something we have done?  

• Newbie...Introducing myself

  Hello to the Forum, I am a brand new user of Zoho CRM. I am coming over from Highrise. And plan to also use Zoho Recruit in the very near future. I wanted to introduce myself and say hello to all. I expect to be on this forum quite a lot as I ramp up on the Zoho Suite - specifically CRM. With that in mind, let me begin by asking for three things... 1. Forgiveness and patience. It is inevitable that I will ask questions that have already been answered. I will try to search the forums first, but sometimes,

• Lead Nurturing / Time Based Workflows

  Hi There, We have been using Zoho for about 4 months now. We are currently on the standard edition. I am looking to take our lead nurturing / follow up to a new level - as currently on the standard, we are missing the opportunity to target leads, that have not responded on the first contact. I believe this will be covered under time-based workflow rules? My question is -  can you point me in the right direction so I can learn what Zoho has to offer in this regard. Besides Lead Nurturing, I am looking

• Service based Customer records

  Hi, We are fairly new to ZoHo suite, and at the moment we are  finding it an excellent product for our business management. we are using support, books, campaign, project and of course CRM.  One thing I want to query is how to best setup our client service products in CRM. We are a website hosting business so we have accounts that pay us a regular amount to host their site and manage other services. I want to somehow record what service they use under each account, and details pertaining to that

• Lead Nurturing / Time Based Workflows

  Hi There, We have been using Zoho for about 4 months now. We are currently on the standard edition. I am looking to take our lead nurturing / follow up to a new level - as currently on the standard, we are missing the opportunity to target leads, that have not responded on the first contact. I believe this will be covered under time-based workflow rules? My question is -  can you point me in the right direction so I can learn what Zoho has to offer in this regard. Besides Lead Nurturing, I am looking

• Web Tabs Not Displaying Page Content

  We are experimenting with Web Tabs.  The first URL I tried was for Projectmanager.com.  Not all pages on that site display properly in the Web Tab.  Are there limitations as to what Web Tabs can display?  Do I need to add modifiers to the URL?  See the attached screen captures to compare.

• Web Tabs Not Displaying Page Content

  We are experimenting with Web Tabs.  The first URL I tried was for Projectmanager.com.  Not all pages on that site display properly in the Web Tab.  Are there limitations as to what Web Tabs can display?  Do I need to add modifiers to the URL?  See the attached screen captures to compare.

• Is there an API that facilitates import of Zoho CRM Accounts into Zoho Invoice

  I need Zoho CRM and Zoho Invoice working in an integrated fashion. My requirement is custom and needs to be built on top of the integration already offered by ZOHO (Zoho Accounts import into Zoho Invoice via ZSC key and display of invoice within Zoho CRM). Moreover there is a custom payment gateway implementation that I have for payment collection for my invoices. Zoho CRM only recognizes invoices of customers that have been imported in Zoho Invoice from Zoho CRM via the ZSC Key. Because of the custom

• link between CRM and project? --> Project Repository in ZOHO Project

  Is there a way to link all relevant date from the CRM (contact, company, call, event, task, e-mail, attach document,...) to a project define in ZOHO project? So that it's possible in ZOHO project to see all relevant information from this project (contact involved with role of each contact, company, e-mail, call, task, document) and finally have a complete date repository of all relevant data for this project via Zoho Project but with information coming from Zoho CRM? This will be a perfect tool for

• How to get the currency field to display on my Accounts Module

  I am unable to get the "Currency" field to display on my Accounts Module page. I know this could be very simple, but can't figure out what I am doing wrong. I am on the Paid enterprise version of a  CRM subscription. Here is the Fields configuration page: Here is my Accounts Page Layout, and I was expecting to see the Currency field here, but it isn't there. Regards Moiz Tankiwala Smart Training & IT Solutions

• Automation API that facilitates import of Zoho CRM Accounts into Zoho Invoice

  I need Zoho CRM and Zoho Invoice working in an integrated fashion. My requirement is custom and needs to be built on top of the integration already offered by ZOHO (Zoho Accounts import into Zoho Invoice via ZSC key and display of invoice within Zoho CRM). Moreover there is a custom payment gateway implementation that I have for payment collection for my invoices. Zoho CRM only recognizes invoices of customers that have been imported in Zoho Invoice from Zoho CRM via the ZSC Key. Because of the custom

• Creating a Report for Subscription

  Here is my scenario, hopefully I can explain it well.  We offer subscription based meal services. We are currently using Potentials (Start & End) Dates to monitor these.  I also have a daily report which runs and is sent out to our Production facilities. My issue is such: It is possible that Start Date is in the future, for example today is October 14th, my start date may be in the future for example October 16th.  I don't want it to show on my report for October 15th, but I cannot figure out a way

• Web forms - CRM

  I am using CRM and Recruit. The Web to candidate embedded form looks and behaves like the original form in Recruit - 2 column. In CRM, however, this is not the case. I would like my web to contact/lead in CRM to be similar format to my web to candidate in Recruit. Is this a possibility?

• Vacation Reply module wouldn't load

  Hi, I was trying to set up vacation reply(in CRM) but this module just wouldn't load. I've tried many times and waited long, but it just didn't work. Thanks, Eric

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