How do you edit the clock?
Can't seem to figure out how to correct the time in the CRM, any suggestions?
Automation workflow
I use the zoho for b2c. My workflow is: 1) Mailchimp list subscription 2) Add subscriber in Zoho Leads (manual) 3) I convert Zoho Leads to Zoho Potencials and Contacts (manual) 4) I create a task (automatically in zoho workflow) 5) Sales force call to potencial (manual) I´d like to automation the steps 2 and 3. It´s possible?
anyone?
Hi, I'm a relatively new administrator and have a new user to set up. I think it all looks OK except her calender is using USA time and the rest of us are Eastern Australian time. How do I change hers to suit?
Mail Merge - Zoho Writer - After Merge, edit document?
Sometimes I need to edit a document that has been merged on a specific merged document. I see there is an edit merge document, but this seems to edit the actual Merge Document, NOT the already merged document. Is there an edit after merge??
Developer API mailing list
I've failed to receive notifications for important API changes. Is there a mailing list or other notification mechanism I can subscribe to? Thanks, Darrell
Can I be logged in to two Zoho accounts at one time (different companies I support)
Can I be logged in to two Zoho accounts at one time (for different companies I support)? It is tedious to log out, then log in for the other company each time I need to view/enter a task. Thanks!
Mass update account
Is it possible to mass update the "Account" of groups of users?
What is problem here in my webform?
http://www.leandolini.com/
Using documents in CRM in an email template in CRM
Hi, I don't seem to be able to use documents or images saved in the Documents tab in CRM, when I'm setting up an email template in CRM. I would have thought this would be possible as this is where organisations would store generic company documents/images so that all users can access. Regards Patrick
How to trigger a workflow 5 days before a date-field ?
Hi, I need to trigger my workflow 5 days before a particular date-field value. However, the trigger options don't have this option. The best I can find is to trigger it 1 day before the particular date-field value. Please advise what or how I can do this ? Thanks.
Missing Data in Zoho CRM report
In Zoho CRM, there is the "Reports" module. I created a reported for Accounts (related to Contacts). - This report will link up Accounts and Contacts information - I selected all the columns from Accounts and Contacts module for the report However, the report is buggy with missing data - The "email" and "secondary email" values from the "Contacts" are always missing/blank in the report even though there are data/values. If I create a report for just Contacts (do not link up with any other modules)
Descriptions are Printing 2x in Event
Hello.... The following fields are being printed 2x now on our events, and we cannot find a way to change it in the Setup. -Title -Location -Date -Description -Host -Contact Can you please assist?
Losing ability to scroll in Zoho after creating a new event
For some reason when we create a new event in Zoho CRM... it freezes and then we loose the ability to scroll. Any thoughts on that?
Edit/Change Custom Fields Lookup Type so i can preserve my data
I need to add a new lookup field, but i've reached my max. I can't delete the existing fields that are set as lookup type because i will lose all my data. Is there any way to change the file type of one of my lookpup fields so it free's up a custom field and it saves my data? Please help!
Mobile app premission
Hi, What should I do to change the status on the Zoho iPhone app so i can write things? At the moment its says I can "read only" ? Thanks, Niv
create quote and format pricelist
hi, i have a long pricelist which i cant separate into separate pieces as the products and prices are just listed one after another. i want to separate them with lines, but as this is not a table i have no idea how i can handle that. i have roughly 30 products which must be somehow underlined. who knows how to do that? thank you so much constantin
street address used for google navigation
Does anyone know why the street address is not able to fire up google maps? The phone email and web details are 'active fields' so why not the address? I am having to copy details into my mb contacts dbase, and then fire up google maps from there. Seems silly. HELP PLEASE
excel totals
Can someone please advise why it is not possible to add the values in a column in excel! I can't be the only one getting fed up with needing to manually type every number down the column in order to be able to perform basic excel functions. It's a crazy waste of time and prone to mistakes. Plus I live in the UK thus the $ is wrong anyway I have asked about this (as have any others based on the forums) for over a year and have been advised it was being looked into - does anyone have any information?
Appending data when entering duplicate leads via Zapier
Hi, I'm using Zapier to add leads to Zoho. I have set the duplicate behavior to be 'update' so that when existing leads (based on email address) are registered, they are merged into the existing leads and existing fields (i.e. phone number) receive their new value. Is there a way of appending, rather than replacing, data in fields of existing leads? Thanks, David
How can we use Parent Account ID in the CRM API Search Calls?
When I use the ParentAccountID in the selectColumns without the Parent Account, I do not get the value in the ParentAccountID returned. When I try to use ParentAccountID in the getSearchRecords as the searchCondition, as in searchCondition=(parentaccountid|=|73847000000442531), I get an error stating Invalid Parameter. The call works if I use another non-PDC with a proper value. Can someone please explain how to use the ParentAccountID in the API Search calls? Example: https://crm.zoho.com/crm/private/xml/Accounts/getSearchRecords?authtoken=token&scope=crmapi&newFormat=1&selectColumns=accounts(accountID,account
Notification of invite
I set up a meeting invite in CRM and they sycn'd the meeting with outlook where I added the participants emails. All four responded but I am now getting a whole load of notification emails from one participant that he has accepted. I can't see any way of turning this notification off. The invite was sent yesterday and so far I count 20 acceptance notifications in my inbox from the same contact. Can you help?
invite notification
I am getting acceptance notification spam generated by CRM from an invite I sent out yesterday. 4 attendees responded and from 3 attendees I got one notification, from the fourth I have so far had 20+ notifications. I can't see how to stop this carrying on, can you help - your colleagues in chat weren't much help
convertLead custom field mapping
When using convertLead via API call, how do we map custom Fields ? Example: We have a 'MID' field in Leads that needs to be mapped to 'Accounts:MID' and to 'Contacts:MID'. Would they map automatically (being the same)? What about mapping different fields, like ' Leads:State' to 'Contacts:Other State' ? Would we need to add something like this to the ' xmlData' parameter : ? <Accounts> <row no="1"> <option val="createAccount">true</option> <option val="assignTo">sample@zoho.com</option> <option val="notifyLeadOwner">true</option>
Can I get related Potentials from a lead?
This is the url I'm using: https://crm.zoho.com/crm/private/json/Potentials/getRelatedRecords?authtoken='+AUTHTOKEN_ZOHO+'&scope=crmapi&parentModule=Leads&id='+str(leadid) and I'm getting an error code 4401 that reads "Unable to populate data, please check if mandatory value is entered correctly." Am I able to get related Potentials? Is my url wrong?
getsearchrecords on leads returns there is no data to show
Hello, While searching Leads based on company name in zoho the API returns a message with the following response {"response":{"nodata":{"message":"There is no data to show","code":"4422"},"uri":"/crm/pr ivate/json/Leads/getSearchRecords"}} When a search is done manually in zoho based on company name by clicking the search that comes under Leads, the Leads doesn't exist in zoho. But when the search is done using the general search button present on Right Hand Side on zoho(which provides various check
Run Macro in Custom Modules and More!
Here are a few minor enhancements that will make using Zoho CRM easier for you. To begin with, we have a couple of features that are now supported in custom modules. You can now run macros for selected records from the List View of your custom module. Besides this, you can also send mails to selected contacts from the List View. Macros are a huge timesaving feature. If you have a set of actions to do repeatedly for a bunch of records, you can save time by just running a macro instead of manually
Double ownership
Hello all, In our company all the external sales people have an internal sales person as a back-up/teammember. So for every account there are, in reality, TWO owners. Both of these should be defined at the level of account module. I would have solved this by creating a lookup field searching for "users", but this does not exist. Does anyone have another solution (other than creating a picklist with all usernames)? Thank you! Grts, Shanti
Api rejects fields with ampersand
For example if i have a company name 'Father & Son' the record errors. I have to change all '&' to 'and' before pushing.
Transferring address details when converting leads
When converting a lead to an account and contact does anyone else find the address detail disappear ? That once they are saved in Leads and the lead is converted they do not show up in the other field.
Sharing Calendars
Hi, I am wanting to find out how we can see each others calendars so as to make sure we don't double book. Thanks in advance Nigel
How do I handle two separate customer groups ?
Hello, I have recently started a second line of business and this now raises the question how to distinguish the two different contact groups. So far, the second contact group is filed as "leads", but this is not sustainable. If I put both contact groups into "contacts", I will not be able to distinguish the two lines of business and cannot send targeted email campaigns to one group. Should I open a second Zoho account for the new business line or is there a smart way to deal with this within one
Mass e mail address change
please can some one tell me where to go to reset the e mail address for mass e mails it was set up long time back, and now i need to assign a new e mail address.
custom fields in different sections
Is it possible to show into the so said "visit card" the value of a custom field from activities section? Thanks from Italy
Dear, is it possible to download our past ZOHO invoices somewhere?
The past invoices came in our spam fodler and were accidentally deleted. Can they be downloaded (again?) And if yes, where? Thanks!
if it exist a specific way to search a company in zoho ?
Hello I have just a question, i would like to know if it exist a specific way to search a company in zoho. To explain : we have a society named "but" and we can't find it with the zoho research system. We would like to know if it's because of inadequate number of letters or just because of a trouble ? is it possible to configure something ?
Twitter link not working in Zoho CRM
I click to try and find/link a Twitter profile to a profile in Zoho CRM. It loads, but does not pull up any results/options. - David
Related To in Tasks defaulting to Vendors
The default lookup for the 'Related To' field in 'New Task' is defaulting to 'Vendors'. Previously this defaulted to 'Accounts' and this is our preferred option. Not understanding why the change took place. Any suggestions on how to restore this default?
Mass updating a contact's "Account"
Hi, I see there is a way to mass update almost everything except "Account name." I am using the CRM version and Campaign to manage communications between groups of my contacts. I want to be able to move people around between accounts on a regular basis. Is there an easy way of doing this? Thanks in advance!
One report Clients and leads together
Hello, I hope any one can help me. We are normaly working with leads, but recently also with clients. I have a field that says 'newsletter yes/no'. I want to make a report from both leads and clients to get e-mail addresses from them. I can't find where to put them together in one report. Hope somebody can help me. Greetings Karin
Live Support
One Reason why we decided for Zoho, was the Live Chat Support wich was available when we tested it. Now we purchased and the Live Support is gone. This is very poor. I did not find any word about the fact that Live Support is only available durning the Pre-Sales Testing.
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