Partner applications
Hi, I am interested in what others have to say about the meaning of the approved/recognised partner status used for other cloud integrations. We use onesaas to integrate with Xero and Bigcommerce. Others are planned depending on the attitude of Zoho I guess . We have also written some custom integrations to keep out legacy systems in sync during cutover phase. Our problem is that the way onesaas synchronises with Zoho each hour it uses all our credits up before the first hour of each daily is complete.
insertRecords error:4835 on CDATA with &
When you try to insert records into Accounts with & in the "Account Name" field it fails even though it is in CDATA tag. example: authtoken=validtoken&scope=crmapi&duplicateCheck=2&version=4&xmlData=<Accounts><row no="1"><FL val="Account Name"><![CDATA[C & C Instruments GMBH.]]></FL></Accounts>
Retrieving a list of columns and the associated data types programatically
We are looking to pull back information about a customer's data structure programatically so that we can validate information that they have provided us. I can get a list of entity types (modules) in their Zoho CRM with the get modules request https://www.zoho.com/crm/help/api/getmodules.html which is great but i can't find a way of getting a description of these modules. The fields etc are detailed in the documentation, https://www.zoho.com/crm/help/api/modules-fields.html but i need this information
Can I add a lookup field to a web form ?
We have several sales people on the road. One of the KPI´s they are reporting on is meetings with potential and existing clients. We have made a custom module called "Meetings" with related lists to "Account" and "Contact". The Module contains the following fields: - Meeting purpose - Account - Contact - Date - Result/Outcome We would like to add to this module "on the road". As this is a custome module this can not be done in the iPhone app. I looked into creating a web form, but the lookup fields
Dashboard to show potential in sales dollars
I want to set up my dashboard to also show all potential sales in the pipeline. I don't see this option in the dropdown list. Is there another way to add this?
Import vcf file one by one
Hi, I create contacts in Outlook for Mac and i export it in e file on my desktop. When i want to import, i can only take one vcf. Do you have any idea how to import more than one vcf file ? Thank you very much for your answers. Best, Eric
Insert my private cloud like a option to attach
Hi, I wanna know if is possible to add a link to my private cloud instead of attach an file. Actually, is only possibel to use Desktop, Zoho Doc, Google Drive and Zoho Documents. Tks. Theo
How to create sub categories for items in the products section.
I work for an upholstery company and I am currently adding in our products into the products screen. However I would like to be able to click on products and then be able to click on a category such as sofas and then see all the types of sofas. Is this possible?
Ability to search all reports from Reports tab
I have many folders of reports. Currently I need to maximize all folders to CTRL-F the page for a report which is time consuming and not user-friendly. Can there just be a simple search box on the reports page that searches the title and description of the report?
problem saving contact
Hello, I have a problem when I want to create a contact. Everything goes right when I fill the boxes but when I press "Save", there's an error message which says "impossible to handle your request. Does anyone have information to help me? You have to know that it doesn't happen everytime. I've had this problem only 3 time during the past few days but everytime I have to wait an entire day before I can save the new contact. Also, It's never the same contact, so all the information are different.
Visit report
Good day everybody, I was wondering if, after a scheduled meeting it is possible to write a descent visit report. This report summaries the topics discussed during the meeting. This report also needs to be sent to various users (within Zoho) or alternative by email. If I schedule a meeting, I can only write a note afterwards.. Any suggestions? Regards, Phil
How can we create a web form that is linked to both Accounts and Contacts?
How can we create a web form that is linked to both Accounts and Contacts? For example - anyone submitting details on our website is automatically entered into Zoho CRM as Account and Contact with more details related to Account fields than Contact. Is it possible?
ZOHO CRM TASKS sync with the calendar
Just wondering why the tasks in ZOHO CRM do not sync with the calendar??? To me this would make a lot of sense to have this feature.
Formula has worked fine...now.. a change.
I have 2 date fields, check in and check out and a formula field to figure number of nights stayed. Ceil(Datecomp(${Potentials.check out},${Potentials.check in})/1440) It has always worked until last week. Any ideas?
Can I have paid users in addition to free users ,selectively ?
Hi , Can I have 4 paid users and 8 unpaid users selectively ? Or if I upgrade all the users will be account under paid ? -Santhosh
Maximum limit on emails
I have reached the maximum number of emails I can send (free account). What is the limit? How can I increase this (happy to pay a small subscription
Unable to find quickbook integration add on
Hi, As mentioned in documentation I tried to get the qwc from setup > add on > other add on . But I am not able to find the quick book link. All I see is Microsoft add on. My user is the super admin and I have a professional edition Regards Thank u
How to post to Leeds using PHP and fsockopen. Where do I get a 'AUTHTOKEN' to add to my code?
To start with I just want to say I'm sure Zoho is a great company with a lot of very hard working employees but I am new here and after 13 days of researching, coding, testing, failing and going back just to start the whole process over again I've had it. If I don't get an answer here to my questions, completely, fully, unambiguously I'm going to have to just pull my client from this service and you can be sure I wont be bringing you guys any new customers in the future. Sorry to be so harsh but
Visit report
Hello everybody, I would like to issue a visit report, after we have visited a (potential) client. This report needs to be sent via email to the people concerning it within our company. Futhermore I would like to have this option linked to a action (meeting). Is there any option? I've only found the notes option under meeting, but this option will not do. Thanks for any input. Regards, Phil
Add File Attachments with zoho support API
Just wondering if it's possible to add a file attachment when using the addrecord module through the API. I saw a forum post from 2013 that said it was not possible and I'm wondering if this is still the case, or can now be done. Many thanks!
Zoho CRM integration with Elastix 2.5
Hello, I'm trying to integrate Zoho CRM with an Elastix PBX (Centos 6). The thing is, I am following all the steps on the manual, but whenever I try to run: nohup sh run.sh & It says this: I recreated the authtoken and putted it on the file ./conf/zti.properties, still the same problem. One more questio: What ports does it use?, I have a firewall denying everything except for the http, https, (sip calls) and ssh. Thank you for you time, Greetings, Enric Díaz Technical Dept.
Contact Notes sort oder
Is there anyway to sort, re-order, contact notes? It appears that the "natural" sort is oldest first and continues on down to the latest note. If you keep a lot of notes on a contact, you have to do a whole lot of down scrolling in order to see the latest note. Is there a way to reverse the order and have the most recent note show at the top of the list? Alternatively, is there a way to title the note by date and have the sort order or natural presentation done by title/date newest to oldest?
Do I need to add Mail Chimp or Cazoomi to my Zoho CRM for email marketing?
I would like to create an email marketing campaign out of Zoho CRM contacts module. Do I need an app like Mail Chimp and/or Cazoomi to get features like auto responder and opt out or can Zoho do all this by itself without the need for additional paid apps?
Magento invoices integration with Zoho
Hi, I have seen (in zapier) that it is possible to import leads and contacts in Zoho from Magento, but the question is if there is any solution for creating an invoice from magento orders. I mean, Is it possible to import magento orders in Zoho?
Import from Highrise
I'm a bit confused about importing from Highrise to ZOHO CRM as I don't understand how the Company and Person fields will split when imported to ZOHO Is there a best practice way to do this import? Thanks
Highrise to ZOHO migration question
What is the best method to migrate data from Highrise to ZOHO?
QUIKBOOKS integration
has anyone successfully integrated QUICKBOOKS with ZOHO CRM.. it seems they had it before but turned it off,.. but why?
Quickbooks ONLINE Integration - Please update on Roadmap
Hello! Please up date on the possible integration with Quickbooks Online (NOT QB desktop version). This feature is a must for us!
Quickbooks Integration
We are looking at Migrating over to Zoho CRM, one of the challenges we face is the integration with Quickbooks. I know it's in beta but I am unclear on what the integration includes. Any info is appreciated. Best, Mark
Zoho CRM Quickbooks Integration for Mac?
We are trying to integrate Zoho CRM with Quickbooks - your instructions say that in order to do this we have to download quickbooks web connector, but looks like that's only available for windows and not for mac, and we all have macs. Is there not a way to integrate Zoho CRM with Quickbooks for mac? If not, do you have any other suggestions?
Creating Products in zoho crm
Hi, I can't find the products module to create and then associte products to contacts. Isn't the products module suposed to appear along with other modules? Regards
Email "reply to" problems
Hi everyone, I have created several templates in the email portion of zoho for my team to use. The problem is that when they send an email, and the customer responds...the reply comes to me instead of the sender. How do I fix this problem? Thanks in advance.
Lower user levels can't see superior level changes
We’ve been facing some difficulties, because every time that a superior level introduces some changes or create new fields, the lower levels are not able to see them or use them, even after that accesses are given to them. For other others, the lower level users keep having the same information they had before the changes, and they can’t use the new or modify fields created by a superior level. We tried to upgrade a lower user, giving him the administrator (for example) permissions, and in this case
Is there a way to integrate outlook with Zoho?
I want to start using Zoho contact manager, but also want to continue using Outlook for emails. Is there an integration between Outlook and Zoho contact manager that somehow takes all the outlook emails and puts them in Zoho under the appropriate contact name? So when I am in Zoho and say looking at my client John Doe, I want to be able to see all the email correspondence with John Doe. Actually I have been trying to do that in Outlook itself but not found any elegant solution for this.
Won vs. Lost potential report
Question: I would like to view a simple report that shows our percentage of won vs. lost potentials. (I don't care about the potentials in the "pipeline"...just the pure won vs. lost percentage of closed potentials) I'm guessing this is a common and easy thing to do. Any help is appreciated, Thanks, Brian http://www.redpelicanmusic.com
Tasks - Including company name
How do I change the format of my "tasks" in the home module, so it includes the company name with the contact name?
Outlook plugin for 2013 fails on login
Hi I have had to rebuild my computer which requires a full reload of all software. I run outlook 2013 on Windows 7 Ultimate all the updates have been applied and I have installed the ZOHO outlook plugin 32 bit for Outlook 2013 which I just downloaded. When I try to log in I get a debug display and it locks outlook up. I have to use task manager to clear the login app. I have used this on this and other computer with out a problem. I notice that the outlook VBA comm app is disabled is this the problem
No data sharing since my trial finished
Hi, HELP! I am using the Free edition CRM since my trial period expired. I am (as an administrator) trying to share data (accounts, leads, contacts etc) that I have created, and I am owner of, with another user I have created, but he cannot see any records. The Data Sharing Settings on the Setup page is greyed out (as this is a Paid Edition only function) so I cant check to see if sharing is switched off. How can I fix this?
Can't click on the crm icon to add a contact from an email with just one of our log ons
I can perform this function with this account from the administrator log in but not from the actual user's log in.
Sorting by Stage in Potentials View
In the past, I have been able to sort all Potentials by Stage and it would stay sorted when going to the next page. For some time now, after sorting by Stage in my Potentials view, the sorting does not carry over onto the next pages. This is very frustrating and I don't even know how it's sorting to make sense of it. Is there any way to fix this without creating a report? My Stages are already numbered, so the sorting is correct, it just doesn't continue onto the proceeding pages.
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