how to get the quotes details using quote ID
How to get the quotes details using the API. when i am using the serachRecords method, Quote Number filed is not being accepted as a valid parameter.
Web form questions?
I am a mortgage company and we have our realtor partners and what I am trying to do is the following; I have created landing pages for each one of our realtor partners so when they submit a new client via their unique webform that new client is automatically sourced to that realtor in my current CRM and it is put into my current CRM as a new Up Desk lead. Can i create webforms in zoho that are sourced to specific realtors?
How to change state?
Hello, In potential I use field called stage where are 5 options. I need to rename them but I would need to rename them also in the history. Unfortunately in the stage history there are still the same names as used to be. How could I do it?
API call count limit exceeded at 695 itself instead of 3000
Hi, Data limit for API call is 3000 but we are getting error as 'Exceeding the limit' at 695 itself. Please find the screen shot attached and clarify us on this issue. Thanks!
Hi! Does exist some way to translate Texts to Spanish?
Hola! Hay alguna manera de traducir los textos?
Function Request and Problem about multiple currency function
Hi, First, you can only add 1 currency, and the other currency is converted automatically based on an pre-setting exchange rate. But you know the exchange rate varies time to time, so the price is not accurate. Second, we want to add fields with two currencies. For example, in the product module, we want to add two prices to a product: 1. Sale price in USD 2. Purchase price in CNY They are used in Invoice, Sales Order and Purchase Order. We tried the existing multiple currency function, however it
related accounts
Hi Michael, I also would like to know how to relate accounts with each other. What I mean is: we have some accounts that are costumers, but that costumers exist through some account partners, so how to reflect that in zoho CRM as well? Many thanks, Joana
How can I create geographic locations?
How can I create regions (geographic locations)?
Adding a "company" column in the Activities module
Is there a way to add a "company" column to a view in the Activities module? I've attached a screenshot of my current column layout.
Assistance
Hi, We are an creative content agency based on London and I would like to know if Zoho CRM might provide a local assistance to come into our offices and help us get the most out of the platform for a couple of hours? Many thanks, Joana
mass emails - campaign contact list
I would like to upgrad on Standard in order to use the "mass emailing" functionlity. I generate target contact lists for mass emails via "Campaigns". Via "custom view" I can not filter my targets by customer AND contact criterie! - thererfore I use "Campaigns". But there is no "mass email feature" under campaigns? Thats my problem...
Zoho CRM with Zoho Docs - Instead of attach from Docs, how about link to Docs
Dear friends, I have been a paying CRM user for a year, it is a great tool. I would like to upload some larger files into Docs and link them from CRM. There are some advantages of this approach. 1.If I update the file in Docs, the linked file in CRM is updated as well. 2. Also in CRM 10GB cost like 200 USD / month and in Docs only 10 USD !? 3. I can link multiple activities to one same file, without costing me multiple file storage spaces. 4. I don't have CRM file upload limits. At least Docs has
from professional trial to free edition.
I´m a new user on Zoho with a 15 day access to the Professional trial version. how can I change it to the free edition?
Cannot Create Custom Field
We've just registered for the trial of CRM Plus but cannot create custom fields. Any help would be greatly appreciated. Many thanks,
Finding duplicates
Hi, does someone knows how to easily find duplicate contacts and leads?
sending email quotations
When I attach a quote to an email the prices are no longer showing , I have to convert it to an invoice then they show
Added a new standard user but not able to access the database
I have added a new user. He has standard privileges as do 2 others added prior. Prior two can see and access the database but the most recent cannot. Upon logging in he is presented with a screen asking him to create new accounts or import accounts. Any idea what is wrong?
CRM Contacts are missing
Good day? I have found out that my older zoho crm contacts are missing. All the leads who have bought my product are converted into contacts, but I have only one month old contacts left in CRM, where are the older contacts missing? Thank you in advance
Creation a custom module record when an invoice is created
Hi, I am trying to figure out the custom function for the automation rule trigged when an invoice is created. The custom function should create a record (Operation) in the custom module Operations with the Operation Name = Subject (from the Invoices module) and Quantity for this Op = Quantity for the main product/the first in the list (from the Invoices module). I wrote something like this, but it doesn't work: void CreateOperationForOrder ( string invoiceID ) Edit Arguments invoiceDetails =
Existing Client added to Zoho
I have been in business for years and have an extensive client list, for whom i continually have to send quotes for new work. Can i add my existing clients to Zoho not as leads, but as accounts, and get new potential work into the projected pipeline?
Field in the specified label already exists"
I created a custom pick list field " Designation " in Contact Page. Then I removed that field. After that system is not allowing me to create " Designation" Field. I am getting the following "Field in the specified label already exists" message. pls help
E-mail sent by CRM is no longer listed in the Zoho contact ??
Hi There I have stopped seeing the e-mails I send with CRM in the contact file, anyone know what can be wrong here? I am attaching a screenshot. Thanks in advance for your help.
Data Backup not consistent
Hi, I needed to export our contact data so that I could dedupe the contacts we had imported from LinkedIn/Outlook etc.. The native dedupe function within Zoho is a little cumbersome to dedupe 5.5K contacts so I wanted to do this in an external application, flatten the contact database in Zoho then reimport a clean set. Because of the number of contacts I understand that I have to request a backup of the system (I think the standard export function is limited to circa 3k records at a time). I have
Cannot Set a Time for Reminders in Tasks
The ability to set a time for a pop-up or email reminder in Tasks is no longer there except on the initial creation of the task. How do I do this now?
Definition
What is the definition of lead conversion time? Is this measured in days?
Bridging the cap between a lead being created and moving to Closed Won
How can I find the entire lead conversion ratio on one report? The leads module does not tell me when a lead is closed, and the account/potential module does not tell me when a lead was created. How can bridge this gap?
Change pick list values in free version
Hi, After subscription for the free version of Zoho CRM, trial for the Enterprise version was enable for two weeks.I changed some of the pick list values in Lead source which was great. Enterprise trial is now disabled (of course) and the changed fields are still there, but I cannot edit the pick lists any longer in the free version. Since we ar Dutch speaking, this is very frustrating because all text values in the pick lists are in English. Is there any way to handle this, other than creating a
Frustrated. Trying to import a custom field to all accounts - creates duplicate accounts
I have a custom field that I wish to upload for all of my accounts. I have exported my list of accounts to get the Account ID I then import the CSV with the new custom field column. When the data is imported duplicate accounts are created. I have correctly mapped the fields including the Account name and Account ID so not sure why duplicates are created. Please help, very frustrating.
Need a Freelancer for setting up Zoho CRM for our organisation
We need a freelancer who can setup and customise Zoho CRM for our organisation. A person from Mumbai will be preferred. The customisation scope is majorly creating Automation workflows and rules. And linking some custom fields across sections.
Customizing Lookup Sort Options
I have a Lookup field that works and links to leads to projects properly. But then you click the magnifying glass to Lookup a project the only three columns headers are Project Name, Modified Date and Project owner. How can I change these? I have a customer field that I need to have show up in this search panel.
Search view
My search results are shown in order of the clients Name however I want the search to be in company name order not the clients contact name. How do I change this?
How to find contacts using a field that belongs to accounts?
I want to make a filter for contacts using a field belonging to accounts. But that is not possible in Zoho. For example, I have created in accounts a personalized field called 'Important account' (Y/N). And I want to create a filter (for emailing, for example), that looks for "contacts whose accounts are important". Anyone has an idea or workaround of how to do it?
CRM Reports and Excel permissions
I would like to restrict the ability of users to export data from Zoho to Excel for obvious reasons. I would however like to schedule sending them various reports, but can see no way of defaulting those reports to a format other than excel. Am I missing something, or is this a potential "security" issue? Thanks in advance for any suggestions.
Configuring the Google Contact/Calendar Add-in for different users
We have a number of users in our Zoho CRM, each with their own Google Calendar, which we need to sync with their user. When I log in as each user, and try to configure the app ( I have the Google Account authentication credentials for each user), then when I try to select a calendar for syncing, it only shows me my own calendars (I'm the Super Administrator and I performed a calendar sync to start things off). Why is this happening, and how can I resolve it? I've got to get this working by Tuesday!!
How do I transfer a value from leads to account?
Hi Zoho, How do I transfer a value from leads to account? thanks
Is it possible to assign a lead to more than one person?
I would like to assign imported leads to a group of pre-sales engineers who look at imported leads on a first come first served basis - the rep that first calls the lead can choose to "own" it or leave it alone. If they leave it alone, another rep can claim it. So: 1) when I import leads - how do I make sure all users can see all leads and 2) after a user claims a lead, can others see the entry but not be able to modify it - i.e. the entire record is read only. Thanks,
Attach from google drive
I am having problems seeing my files attached in Zoho Contact & Account. I am attaching through google drive. I see the interface and select my document and hit OK. It says loading, however, I NEVER SEE IT IN ZOHO. Please advise asap
CRM Cases to Invoice Timelogs
Is it possible to log time against a case and then be able to invoice for that time?
Export to excel
I am in the reports section and when I click export to excel nothing happens? What am I doing wrong? Thanks, Michelle
Task past due e
I created a workflow rule to send an email to the task owner when a task is past due. The problem is that the task can only be executed when the task is created/modified/deleted. I need the rule to be executed automatically instead of when the task is edited. See the attached workflow rule screenshot if there is any confusion. Does anybody know how to solve this?
Next Page