• New in Zoho CRM: Zoho Projects Integration

  We are pleased to announce the integration of Zoho CRM with Zoho Projects. The Zoho Projects integration allows Zoho CRM customers to plan, execute and monitor customer projects inside your CRM account. The key features of the integration are as follows: Create or associate a project portal, right from your Zoho CRM account. Create or associate projects from the Accounts, Contacts or Potentials modules Add accounts and related contacts as clients and client users respectively. Allow CRM users to

• How do I direct the domain name I purchased from Zoho to my website?

  I purchased a domain name with Zoho, thinking I could create a site using google and then link the two. I wouldn't have purchased it otherwise. How do I make my domain name point/link to my website? PLEASE HELP! (does zoho have a free web building tool? if so, I could also create a site within Zoho and use my domain name for that)

• About change the prefix "Euro" on it's official sign

  Hi, Is it possible to change the prefix "Euro" front of the prices on the official sign €? Now the prices look too heavy. Thanks, regards, Galina

• Filtering out / Removing email that is not related to a Zoho CRM contact

  I'm sure this has been discussed elsewhere but I need help and can't find another discussion thread. Zoho Mail add-on pulls in ALL my email to Zoho Mail. The only mail I want to see in the inbox is email from EXISTING CONTACTS/LEADS in Zoho. The rest I'd like to place in another folder or delete all together. I cannot figure out how to create a filter in mail based on Zoho CRM Contacts or even Zoho Contacts (assuming I need to actually import manually here) Any help here would be appreciated as I'm

• How to retire a ZohoMail Add On to CRM identity and keep email history?

  I have Zoho Mail Add-on for 3 people in my company. One them retired from the company. How do I keep all of the email of "retired" person in our CRM system? If I delete the user to free up the license, I'll lose all of their email. It appears that I'll have to keep paying for this email address forever to keep the email history. Is this correct? If so, it seems like the implementation of this feature needs to be redesigned by having all email that is be shared move into its own storage area inside

• Is there any way to insert or update a Contact with added Products?

  Hi, I wonder if is there any way to insert/update a Contact or an Account with adding Products? Or update a Products with adding Contacts to it. Actually I would need to link these two entity Contacts/Products via the API. I read through the documentation but I couldn't find any hint.  Thanks.

• Related Data Fetching

  I am using zoho.crm.search/get functions just fine. it returns what I expect.  However, what I would like to pull out is the equivalent of the potential 'stage history'. The 'related data' that is stored when a potential moves along from say Proposal, to Negotiation to closed/Won such as the 'Expected Revenue' or 'Modified Time' at this stage in the potentials past.  I am unsure if this is possible and if so what field names or syntax I would use as these values are not current, only held in the

• XML in Excel using API of Zoho CRM

  Hi, I'm trying to use Zoho CRM's API to suck data directly into Excel using a web query.  The data comes in XML format.  When I pull the data into Excel, it comes like this: uri                                                  no FL                           val /crm/private/xml/Leads/getCVRecords 1 *the actual data* LEADID /crm/private/xml/Leads/getCVRecords 1 *the actual data* SMOWNERID /crm/private/xml/Leads/getCVRecords 1 *the actual data* Lead Owner /crm/private/xml/Leads/getCVRecords 1 *the

• Order_Id : SalesOrders.SO Number

  Hi,Why I can retreive the good order id of a sale order inside my email template ? I don't understand this value  : ${SalesOrders.SO Number} I would like to use this value to retreive informations of an order with the api : https://crm.zoho.com/crm/private/json/SalesOrders/getRecordById?newFormat=1&apikey=KEY&ticket=TICKET&id=ORDER_ID But it doesn't seems to be the good value... Thanks

• how can I change my CRM user's username and email? we will use a different email?

  hi, we have the CRM link in our zoho mail suite dashboard.  and works perfect on the left column. I created zoho CRM accounts using a different domain name for a beta phase testing.  We will now use Zoho with our main domain name hence I need to change all user's emails so they can still be linked to our zoho mail suite.  how can I change my zoho CRM user's username and email?  what is the best way to approach this? I have 35 users with zoho mail and zoho crm. Adding a domain name in zoho mail and

• Renaming attachments before adding to zoho doc's

  Hi, i currently use Zoho CRM & Doc's. I offen attach documents from my email in to Zoho Doc's and then attach it to a customer. However i have to manualy rename all attachments as i can not control the file names from sender. I have thought about this problem and think having a option to rename the file before adding to workspace would be usefull, And if you could add to crm it would be even better? Thanks Mark.

• SOLVED - HTML code in sms emails sent from inside Zoho CRM

  I have had email templates set up within Zoho CRM  now for roughly a year with no problem however very recently some of the templates are either ; * Showing  "rich text" not the email template or * The email template shows HTML code either above or below or both the email wording. I have discussed this with the support team  however they have been unable to offer any explanation? The official line is that they will use their test accounts to confirm whether it is my computer of the CRM system. However

• Formal report on the status of the syncing between Google Cal & Zoho CRM

  For a few years now I have seen countless posts asking about getting Google Calendar and Zoho CRM to syncronise, and the same reply is ALWAYS "you will get it soon" and/or "we are working on it". I have been an Enterprize subscriber for maybe two years, partly due to the expectations that calendar sync was on its way. Along with so many other people who manage CRM on line, I do everything else online too. Syncing with Google Calendar is an absolute must-have; it's importance is well above tricks

• Workflow wont update "stage field" bread crumb in potentials

  I have set up work flows in potentials that keep the "stage" Field updated with out having to manually edit the record. However i have noticed using this method has stopped the bread crumb feature working? I am wondering why this is the case as the stage is clearly changing but the bread crumb just isn't recording the change?

• Get Related Contacts with Accounts as Parent Module 500 Error

  Ran into a new problem this morning.  Here's my API call: "https://crm.zoho.com/crm/private/xml/Contacts/getRelatedRecords?newFormat=2&apikey=$apikey&ticket=$apiticket&parentModule=Accounts&id=$related)", "r") or exit("Unable to open file!"); This is throwing a 500 error.  I've echoed my variables, and they are correct. Is there something wrong with my syntax here?

• Workflow Rule Criteria "AND" doesn't work properly

  Hello, I'm trying to add 2 Rules Criteria to a workflow. Even if i select AND when i save Rules Criteria are not Combined with a AND but with OR... is it a bug ? thanks.

• How to filter based on ContactID

  Has anyone tried to use getSearchRecords and ContactID as the search condition? string url = "https://crm.zoho.com/crm/private/xml/Cases/getSearchRecords?ticket=" + Ticket + "&apikey=" + APIKey + "&selectColumns=All" + "&searchCondition=(CONTACTID|=|" + ZohoCONTACTID + ")"; It doesn't work for me. I get back this <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Cases/getSearchRecords"><error><code>4832</code><message>Invalid parameter value</message></error></response>

• Package Pricing (Subtotaling) In ZOHO CRM Quoting Module

  Hey all! Allowing us to add custom product descriptions in the Quote module was a great addition. It would really be beneficial if we could also group products in a subtotal so that we could make quotes easier to read.

• Making system fields read-only

  Is there a way to make system fields read-only? I noticed on another thread (that I couldn't find now) that system fields are meant to be editable by all users. Can I use a workaround where I create custom fields and populate them on the CRM module while hiding the system fields? Any potential issues that I could encounter if I do this?

• Introduce state engine for fields

  As a supplement to the workflow engine, I would really like to see a state transition engine for picklist values. I would like to have values in the picklist move in one direction (e.g. Created -> Submitted for Approval -> Approved -> Closed) and not the other. Right now, I'm using a kludge where I've used a combination of checkboxes and dependency between fields to pseudo-implement the transitions I want. However, this is nowhere near as powerful or comprehensive as having a state transition engine

• Can Zoho do it all?

  I am on a Mac platform.  I am currently using: - Salesforce.com as CRM - ConstantContact for email marketing (monthly newsletter to various groups) - Entourage for email - Excel for accounting I would like to use: - Zoho for CRM, email marketing and accounting/invoice - Mac mail for email (able to synchronise with Zoho CRM) Is this possible? If not, which parts should be handled by another service? Thanks for any insight Laurent

• Zoho help in Arizona

  We are a local telecommunications company based in Phoenix, Arizona and are currently looking for some customization help with Zoho CRM.  We would like to find someone local but wouldn't mind offsite support.  Specifically, we are looking to add several pieces to work order customization and the ability to display products on one sheet that carry both non recurring and recurring charges.  Please contact me asap if someone can offer me a direction.   Regards, Jason Duncan jduncanaz@yahoo.com 480-292-1958

• Populate data from Creator Web-to-lead form to Zoho CRM

  I'm looking to get a customized web-to-lead form on our website. This form will capture our new client's details and auto populate their details in Zoho Crm>Leads.  I know you have Zoho CRM Web-to-lead function already available but it's VERY basic and we don't have a coder to go through the actual embedding codes to customize it to our specific needs.  I've built a web-to-lead form on Zoho Creator and it looks exactly like what we need. So my question is - How do we embed the Creator web-to-lead

• Need Help With Bringing Info From My Website To ZOHO!

  I have a problem and is wondering could some help me. I have a website up on the internet called mypmp.ie. You can register on the site to look at the information on it. My problem is when a user registers on the site i want all there details to go from mypmp,.ie straight to zoho instead of manually making excel docs and transferring that information.                 Also i want all other information related to people registering for courses on the site to be transferred over to zoho. Can someone

• Fields with the same Label Name

  I'm having a little problem parsing e-mail data in zoho creator. I receive leads by e-mail in a standard format and am trying to get them through creator into CRM. The format of the e-mail received as well as the form I have created looks something like Name: Phone: E-mail: ----  Pickup --- Address: Postal Code City --- Drop-off --- Address: City: Postal Code. Although the label names are the same, the field names are different: address_p, city,_p, postal code_p, address_u..etc. When an e-mail comes

• No contact details are showed when I try to look for a contact

         I click on Contacts and select one contact. Then I get this screen with no details of may contact. How can I resolve it?

• Numerous emails to external entities from zoho crm

  Hi, I have a question that I would like to be answered. I need to set up different emails, for pre-determined dates, to be sent for external users (could be CRM contacts). Example: you're a teaching enterprise and you need to send emails in defined dates to your students - 3 emails per week, for 5 weeks (15 different emails). Each email has to be sent to various students at the same time. Activities only lets you set up recurrent activities to crm users, not external entities. Could you please help

• Automated emails

  Is it possible to generate automatic emails when a contact is entered on the database. And for instance tick if I check "product one" the email sent will mention the name of "product one" in the email thanking the contact for placing interest in this product. Thank you,

• Exporting 'Comments' from Google Docs Spreadsheet onto Zoho CRM

  We currently have over 1800 rows of records on Google Docs Spreadsheet. We have been using GDocs Spreadsheet a while now to input all of our client details, including their sales notes in the 'Comment' boxes.  We're looking to move from GDocs Spreadsheet to Zoho CRM and I was wondering how to export all of the records on GDocs Spreadsheet into Zoho CRM WITH the comments in the 'Comment' boxes. These comments should go into their corresponding record/leads' 'Note' section in Zoho CRM.  Many thanks! 

• Where do I find my API key?

  I'm using the Zoho CRM and trying to connect it to my MailChimp account but I can't find my API key. Does anyone know where to locate it? Thanks

• Changing/deleting my account

  I was a zoho user about 18 months ago, and set it up with a business i was running then. I have now closed that business and started another one, but haven't used zoho in between. I use Zoho mail and have all my gmail forwarded - because i haven't used zoho for so long I now have nearly 30,000 emails in my inbox, which I only seem to be able to clear at 50 at a time! I also have lots of CRM data which needs deleting, as well as groups which need deleting. Is there an easy way to reset the account

• PDF top margin on second page

  When exporting pdf to print, if i have a second page, the top margin is different from the first page. How do i change top margin on the second page? Regards Srinivas

• Trouble Importing Contacts from Zoho CRM to Zoho Invoices

  I followed the instructions to get an API key from my Zoho CRM account, then clicked on the "Import from Zoho CRM" link and input my key.  I received a message stating that the import had been successful: Customer records have been imported from your Zoho CRM account.  but underneath it still says  You have not imported any customers from Zoho CRM.  When I go to view all customers in Zoho Invoice, I only have the test customer that I created in Invoice, but none of my CRM contacts. Any ideas?

• short names - how to find them?

   How to search short names? exp - Le, Chu etz? Can I provide some how information to CRM that this is not a part of the name but whole word? I got so many results that it is almost impossible to find proper one. I advised customer to provide whole name "Jan Le" - but maybe there is posibility to search exact names. Best regards, m

• Leads Form and conversion to Opportunity

  Hi, I have just started with Zoho CRM and trying to get a hang of it... and am facing issues at: 1. Creating a lead: I need to fill up "First Name" and "Last Name". And I need to remember the correct names it seems.   a) There's no auto complete   b) There's no lookup from a "Contact" in an "Account".     Q. Is it possible to set it up? If so how. What I want is to (a) avoid duplicates (b) avoid human errors. Basically, ability to lookup against a contact, if already exists. Otherwise, create a new

• New to Zoho CRM- Leads Accounts Contacts

  Hi there I run a small service business. I am not sure when to use leads, accounts and contacts as they relate to my business. I want to import my client database into Zoho but I am unsure where to categorise each client.   I have customers who have 1. made an online application and we are waiting to receive their paperwork 2. Received paperwork and are now processing their application 3. completed their application and the file is closed and the client has paid (we will review their file for another

• Deluge scripting failure

  Hi support team, In july, I wrote a deluge script using apitite Creator-CRM library from the market place. The purpose is to retrieve a few records from a CRM custom view and populate a table in creator for reporting purpose. Everything was working fine in July, but it appears now nothing works anymore for no reason. After half a day trying to understand what was going on, deleting script parts in order to pinpoint the issue, upgraded to the latest apitite version, I tried to follow the running script

• How to import a large database, where records do not always have lastnames?

  We have a database of 30,000 records.  Many do not have last names.  Some do not have company names.  Some do not have emails.  There is no piece of data that all records have. What to do? Questions: 1. What would other users suggest as a strategy?  This must be a very common issue. 2. Does Zoho CRM allow records to be indexed by something other than the last name? 3. Why not create a new, numerical column and index the records by this?

• Automating Web Sales process using ZohoCRM

  The process flow goes something like this: Visitor to site ---> Pop up window collects Name and email ---> Visitor access sales page ---> Left sales page without buying? ---> (YES) Exit pop up script with new offer. ---> Left new offer without buying? ---> (YES) Send email with better offer. I would like to some how generate the release of an email if the visitor doesn't buy at the exit pop up script offer. I would also like for the 1) email address, 2) sales and product information sent to ZohoCRM

• Sociaal Media

  Wat is de toekomst van de toepasbaarheid  van sociaal media in de kader van klanten relatie management? 

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