getting back onto enterprise trial
Hi guys & girls, I may have acidentally changed my trial package on zoho crm from enterprise. is there any way i can change it back so i can use the enterprise package whilst the trial is still running, as if it works for our company then we will continue with the enterprise license. many thanks Andy
Importing leads
Hi, I have tried import 1500 leads onto Zoho using the trial version. However the records count does not go beyond 394. Please help
Close trial CRM accounts, but retain email adresses
Hi, I have setup an organisation with Zoho and created multiple email accounts. I have just started setting up an organisational CRM and invited all the organisation members. I have since discovered that 2 users have inadvertently opened and become the admin for their own trial version of CRM. Because of this they are unable to accept my invite to the organisational CRM. How do I cancel the trial versions, so that they can accept my invite? I do not want to have to change the email address of the
Cannot change dates on reports in chrome
I cannot change dates when running reports by sales by month etc in chrome. You also cannot type in any date fields.
How to make it so users only have access to their own clients.
Can anyone help please. Due to data protection I need to make it so each user only has access to their own clients with managers having access to all clients.
How to split revenue of a potential to two or more fiscal years
We are selling long-term professional services to our clients. That is why we need to split revenue of a potential to two or more fiscal years. e.g. A potential has $5,000 revenue in total. This revenue should be recorded as below: $3,000 => FY2016 $2,000 => FY2017 We want to see only $3,000 in the pipeline for this year.
Exporting custom made reports in CRM is failing
Dear Zoho, I've made a few custom reports. I would like to wish to export this data to Excel, but when doing so I get an error notification (in Dutch): "Helaas! U kunt dit rapport niet exporteren, omdat u geen toestemming heeft voor exporteren van een of meer modules die deel uitmaken van dit rapport. Om het rapport te exporteren, gelieve uitvoerrechten op te geven voor deze modules in instellingen voor Profielen." Translated it means: "Too bad! You can't export this report, because you don't have
Invalid ticket id
Hi, im trying to connect to the Api but when i do a call i receive this message: {"response":{"error":{"message":"Invalid Ticket Id","code":"4834"},"uri":"/crm/private/json/Accounts/insertRecords"}} and I send: https://crm.zoho.com/crm/private/json/Accounts/insertRecords?authtoken=<authtoken>&scope=crmapi&newFormat=2&xmlData=<?xml version="1.0" encoding="UTF-8" ?><Accounts><Account_Name type="str">prueba desde python</Account_Name></Accounts> I tried to get a ticket from https://accounts.zoho.com/login
Close trial CRM accounts, but retain email addresses
Hi, I have created an organisational CRM and want 2 of my users to join, but they are already listed as admins of their own trial CRM accounts. I understand that ZOHO uses a single sign on, but as these are established email addresses, I do not want to delete or change them. According to your documentation (https://www.zoho.com/crm/help/security/close-crm-account.html), an admin can delete their CRM account. As the option is not available, as per instructions, I assume this is no longer available.
Integrating Toggle into ZOHO
Hello! We currently utilize Toggl to track our time spent on projects. Is there a way to integrate Toggl with Zoho CRM? If so, where might I be able to find instructions? Thank you!
CRM Calendar & Google App (calendar)
Hi, Prior to using CRM Calendar, we were using a shared Google Calendar. Our sales team wants CRM Calendar to update their iCal or Google Calendar--depending upon what device they are using. I have everyone's CRM Calendar (where we store our events) syncing to our shared Google Calendar. The 1-way syncing doesn't seem to be working properly. Any suggestions how I can get all users (owners of the events) to update and be visible to all on the Google Cal App? We are not seeing each others' events
Sum product volume and packages inside invoice
I’m trying to create a custom function butI have 2 problems: 1) In custom functions, how can I get the values of the list of products inserted and sum it? Here’s a snippet of the code I’m working on: set i(this.invoice.getInvoice()); //get the object of current invoice set c(0); // double number variable foreach (product p in i.getProducts()) c+= p.getColli(); // colli is custom field inside each product i.setColli(c); // Colli is the custom field inside invoice
Lost my product details
Since yesterday I have lost the product details from my inventory templates. At first I suspected it had to do with me editing my quates template, but the details are also missing from the sa;es order and invoice templates. To make this clear: In the template editor all is still present, but when I try to print preview or to pdf, the details do not show up. Jan
Is File Upload working in Zoho CRM?
Trying to get a file upload to work but with no success. Can anybody tell me what is wrong with this request
Upload a PDF file to a potential
Hi, I'm facing a problem with the uploadFile Method. The error i have is the error 4424. I'm trying to upload a pdf directly from a server. I hope that you can help me. Here is my PHP code : $content = '@devis/devis_100179'; $url = "https://crm.zoho.com/crm/private/xml/Leads/uploadFile?authtoken=**********&scope=crmapi"; $post=array("id"=>$recordId,"content"=>$content); //================= start curl =================== $ch = curl_init(); curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, false); curl_setopt($ch,CURLOPT_URL,$url);
Accessing records from mobile app?
I can see new records on my laptop, but the same records are not available on the mobile app. Do I need to refresh the mobile app or other update?
CRM Mail Merge MS Word Runs Into Error - How to fix?
I was prompted to install a new Zoho Add in this morning and now my Mail Merge does not work. I've included the error message I get when trying to mail merge. I uninstalled and reinstalled everything and still get this error.
email within CRM or zoho mail?
I have been going back and forth with which app to use for email. Curious of other's preferences and why they like their respective application. When I signed on with Zoho, the collaboration features were of great interest to me. However, after digging into it, I realized that they are worthless for me since my primary email address isn't hosted by zoho (and can't be moved) and therefore the functionality will not work. With that being said, other than the lag in receiving email, I do like the
searchRecords() API method with CRM
It seems that I cannot use the searchRecords() API method with the Campaign field "Campaign Owner". This is what my criteria paramater looks like: &criteria=(Campaign Owner:owner name) I get this response: Error Code: 4832 Message: API call cannot be completed as the Criteria parameter contains unsupported fields Why can I not search over Campaign Name? It's a very relevant field to the campaign module (Campaign Module Fields). Is this a bug? Urgent help requested please
Connecting Invoices and Quotes
Is there anyway to connect an existing Invoice with the Quote it was converted from? I can think of work arounds that would involve multiple API calls to essentially search for the Quote based on certain Invoice fields, but it would save time and API calls to be able to succinctly retrieve a QUOTEID from a given invoice.
Copying Picklist
Hi, Im trying to copy the picklist from one custom field to another in a different module, i cant see a way of bulk selecting the entire list. is this possible?
Activity Points
Is there a way to associate a point value to certain activities? For example 1st Call = 1 , 1st Appointment = 5 , Proposal Meting = 10. If this is the case then we would need a report that would show the activity by person for a date range, For example if the goal was to have 60 points per week a report could be pulled that showed the activity for the week.
Is it possible in Zoho to link a contact to multiple accounts?
I need to link one contact to multiple accounts and see all activities with this contact in all accounts. Any idea if Zoho is able to handle this? What can I do?
Does anyone else find the 'expected amount' in Potentials ridiculous?
So, I don't about you, but you either win a deal, or you don't win a deal. Right?! If the size of the deal is larger or smaller than expected when you close it, that's fine, that's normal. But when I create an 'amount' that the potential is worth and then enter the probability stage, of let's say 'Value Proposition' (40%), Zoho decides that the deal is then worth 40% of the amount?! WTF? This is the dumbest thing ever, and so annoying?! I've worked in IT and software sales environments for
Is anyone using SMS on Zoho CRM?
Hi everyone, I was wondering if anyone is using SMS on Zoho CRM? Thanks, Best, Nupur Communication is the solvent of all problems- Peter Shepherd. Blog
Custom Names For Stages
In Potentials I have a need for custom names for the stages. Can this be done?
How can I set an email for delay of delivery? (similar option on outlook)
How can I set an email for delay of delivery? (similar option on outlook) Better yet. Can I set or schedule an email to be resent?
Bulk mail / Mass mail - Cannot send from address other than main user email address
Hi I want to be able to send out a mass mailing using a template from one of my secondary email addresses that I have set up as a POP3 account within Zoho CRM. Having struggled to get the email to send from the secondary address that is set up in Setup / Email Settings / Zoho Mail Add On / Send Email As (it kept being sent in the name of my main/log in email address) I have just been told by Zoho support over the phone that the only way to do this is to change the main/log in (i.e. Admin/user) email
how to modfiy quote template
Hi, I need to add additional columns into the quote template so it would display QTY, Description, Set Up, Set up total, Monthly rental, monthly total Is there a way to do this?
Zoho formula fields as currency
I wrote to support a few weeks ago about a change that happened to our Zoho CRM system and I hope the community can help me change the current behaviour. As Zoho cares don't seem to reply to support requests. We have some formula fields in one of our custom modules. In the custom module named “properties” (CustomModule1) There are two called the “share price” and the “total sales value”. Before these used to display as a correctly formatted currency field – so we used to see 46,000.00 – we now
A few problems about CRM integration and CRM user account
Hello, I have a few problems about CRM integration and CRM user account: 1. Does the CRM free version support ZSC key integration? I tried to integrated hr@afrikinterim-canada.com CRM to Recruit, but the user Flany.Ba@afrikinterim-canada.com under hr@afrikinterim-canada.com CRM did not show in the Recruit. 2. hr@afrikinterim-canada.com CRM also has another user Vladimir Shehovtsov@afrikinterim-canada.com, he tried to join our system, but ZOHO always register a separate administrator account for him,
Does Zoho Social and Zoho CRM integrate?
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Pick List allowing values outside the options set during import
I setup a field with a pick list of Countries that our company covers. I tested it and tried importing a set of data where I set the values for that field beyond the options I set. I expected an error, however, it did not return an error and successfully imported the data still. What concerns me though is it still assigns the values as what I have imported, which is not in my pick list option. It would have been okay if it returned a null as a result of an error maybe, but that was not the case.
can 2 agents share the same account, contact or lead?
can 2 agents share the same account, contact or lead? I'm looking to share 1 list of lead between 2 sales people. Is it possible?
Create a formula that returns a month.
Hi I want to add a formula field to my opportunities that converts the closing date to a month. E.g. The closing date is 21/04/2016, so the formula will return 'April'. What syntax do I need to use for this?
Why are my email templates formatting incorrectly? and my merge tags work at random?
I've created an email template to use with for my team called: Potential Podcast Guest . I've tested it three times. In the first situation, I sent an email using the template from a gmail account to a .me account. In this situation, the ${User.First Name} tag worked at the bottom of the email, but not in the the middle. Beyond this the formatting was fine while viewed in Apple's Mail. In the second situation I had a member of my team send an email from a gmail account to a msn.com account, that
Account Assignment
How to assign an Account, Contact & Potential to a Team?
Customize the Quote Layout
There is no way to add columns to the product line items in the quote template. You have only 5 and they are not adjustable for width either. Right now my quotes show list prices and the total at the bottom is the total DISCOUNTED price so the math does not even add up. I am embarrassed to even write quotes with ZOHO now.
Tasks - Save and Create related record
Hi I'm kind of new in the Zoho CRM universe but not in the CRM one. I would like to know how to keep, for example, the related lead on a new task. On an existing task, associated with a lead, I "complete" it and click on "Save and Create". Thw new task ask me for the associated record. How could I pass it from the previous task? Thanks Danny
Potentials Counted Multiple Times in custom Potential Reports
Hi, There seems to be a strange bug wherein when I run a custom report for Potentials it multiplies the amount of the Potential by the number of Stages I've tracked the Potential through. For example, if I have a Potential that closed at $10,000 and I tracked it through seven Stages, it will tell me the total for that amount is $70,000. My settings for this report are as follows: Report Type: Summary Columns: Potential Name, Amount, Quarter (custom field) Grouping: Quarter>Ascending, Potential Name>Ascending
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