IPad & launching writer
Hi, I'd like to use Zoho CRM on my iPad when I'm out and about. I use it through Safari to get the same functionality as on my PC but I use the mail merge option regularly from Potentials to generate my client documents and Zoho Writer doesn't launch for me on the iPad. Is there a setting I need to change somewhere to get this to happen? Cheers, Helen
Month in date/time field is exactly 6 months off when parsing through the API. Date Format is MM/dd/yyyy
We are sending this in our XML: <FL val="Date and Time Lead Came In">07/28/2014 07:53 PM</FL> However, this is what's populating in Zoho: Please advise
Automate contact creation in CRM
Just curious if there is a way to automatically make email fields in Parent and child accounts automatically create their own contacts? For example, we have about 4 emails associate with each child account. Ideally when we mass import all the data it would create contacts for each unique email address. (name isn't even that import, just trying to track the emails with the mail add on) Otherwise we have to create the data by hand for contacts. (we could mass import them but then would still have
Email signature
Is there a way to set up my signature to work when I am in the emails tab. The only time my signature works is if I compose an email in contacts or leads..... Help
In Custom Module, Get Field from Linked Module.
Let's say I want to create a custom module called Calc. The Calc module contains a Lookup field to the Product module. On the Calc module I want to have a custom field that looks up the unit price of the associated product. In other words, based on the linked Product, I want to create a field in the Calc module that shows the product's unit price.
Zoho Outlook 2013 Plugin
Hi. Reading the forums there seems to be a common issue with the Zoho Outlook 2013 plugin failing to load after installation. What is the best way to resolve this? Thanks Steve
Consistent 4600 error with Python API implementation
I'm trying to insert a new lead via the API and I keep getting a 4600 error. I think it has something to do with the xmlData string. Would really appreciate some help with this. This is the endpoint I am using: https://crm.zoho.com/crm/private/xml/Leads/insertRecords Attached is an image of the query string that's getting appended to the endpoint. And this is the function I am executing (the string formatting is working properly): import urllib import urllib2 def send_to_zoho(inquiry): authtoken
Making a field not mandatory
We currently have Zoho CRM set up to make Closing Date a mandatory field. I need to keep Closing Date as a field but not have it be mandatory any longer. How do I do this? I'm on the Enterprise Edition of Zoho CRM. Howard Barefoot CSO BHM Healthcare Solutions, Inc
How do I create a separate list of my accounts
I would like to be able to search my accounts and select individual records and make a favourites list or maybe a follow up list that I could print, or maybe create lists by post code that I can access and print without having to print the entire database. So far I have managed to create a custom module called work lists with an account look up but cannot find a way for it to display the clients address etc. Can someone please help me I am struggling to handle the fact that I cant even select a bunch
Send email using email template
Unable to utilize an email template to send mail. In Contacts, check box for contact, "send mail", email template dropdown list is empty. But template does exist, viewed through Setup. Suggestions?
Rollback or undo a mass update?
I accidentally selected the wrong field when making a mass update, and I need to undo it. Is there any provision for this? I can't seem to find it.
Change field type
In the "Calls" module (which I believe is a subset of Activities) I want to either change the field Call Result from Text (255 character limit) to Text Area (64,000 character limit) OR add a custom field that I will use to replace Call Result. Unfortunately, I can not find a way to do either. I can add custom fields to the any other modules, but not Calls. This does not make a lot of sense, so can someone get back to me with a solution?
How to automatically update a field on insertion
Hi, I have implemented WebToContact Integration for my Organization. Everything seems to be working fine as far as insertion is concerned. However, once the record get submitted online and uploaded to the CRM, it needs to get reviewed by the department. To keep track of that, I have created a 'pick list' field which should go in pending state by default once a new record is created in CRM. How can I achieve that? Thanks, Sylvestor George Phone: 669-888-6088
Python Zoho CRM API again - insert a new record fails
Attempting to insert new potential in zoho crm. Would greatly appreciate any insights on what I'm missing here. Note - I've already tried mfabrik.zoho.crm & that failed - overwrites an existing record instead of inserting a new record. Any insights on what I'm missing here would be greatly appreciated. import urllib import urllib2 potential={ "Account Name":'ABC Inc.', "Potential Name":'Product Sale', ... repeat for other fields as dictionary items
email signature
I set up my email signature last night and tested it. It worked but today when I go to send an email to a lead from within the lead screen the signature is not showing up. What happened? Paul Potratz
Autofilling a webpage from CRM
Hello again, Just wondering if there was a way in which to grab data from crm and paste it into a webform, help would be much appreciated. Thanks in advance, Darren Dawson
Colour-coded pages
Hi, Is there any way we can change the background colours depending on what area of a customers account we are in? For example, green when in the main area, blue when in a potential pages, yellow when in contact pages etc etc? This would really help as it can be confusion where one is within zoho. Thanks, Adam
Space
Can someone tell me how much space i have for a standard (free acount)? Thanks. Dennis.
Error when loading leads
Hi, When I try to load leads from an excel file which I have always used it is now coming up saying that it should not exceed 12 rows. Why is this as I need to load more leads?
Organize email templates
It would be awesome if there was a way to organize email templates. Either by being able to title or label them individually. And segregate them into different folders by category. For example, I have a number of standard email templates I use for new prospects and generally send in a specific order. I also have a number of email templates I use for various vendors. As it is now. They are all mixed up together. And the only work around to attempt to put them in some sort of order is to find and
Validate Closed Won Date - Not Prior to Today
How can I restrict a user from choosing a closed one date prior to today?
Not able to set Notify record owner when form is submitted (option not available)
Hi Team, As per this link https://www.zoho.com/crm/help/web-forms/set-up-web-forms.html#Build_Form In this link Point Step 2: Specify Form Details Notify record owner when form is submitted - Select an email template that will be sent to the record owner this option is not available in my zoho layout refer- http://screencast.com/t/8IJH9NCH I want to notify email id when anyone feel lead form but not able to add this option. Is there any option to enable this option in settings or another else
Track change of stages
Hi, How do I write a report in which I can track the changes of each stage in the sales process. For example I want to be able to see how many of the potentials that have gone from stage 1 to stage 2 in a specific time frame, e.g. last week. Thanks! /Gustav
Facebook Lead Link
I am not able to link a Facebook lead for friends. I have tried several variations of the name and it simply will not work. For example, if I have a lead named Nathaniel Tucker that I'm a friend with on Facebook, it does not find them. If I try to add the middle name or the city/state at the end, it still doesn't work. Please advise. nt
Tasks disappearing on edit
We are having issues with edited activities saving on the contact closed activities. I understand that it needs to be related to the Account, but even with this it is disappearing. The call will save the first time, but if she edits the call it disappears. When you edit the call box it shows Related to and contact populated, but when you save it empties the info so is not attaching to the contact/account, it empties all the fields. I have attached screen shots of the steps and results. Something
How to find duplicate Leads in the Leads module AND/OR in the Contacts module
How to find duplicate Leads in the Leads module AND/OR in the Contacts module I need to clean up a small database of 2000 leads and 300 contacts before adding 4000 more leads. How can I quickly identify if there are ANY duplicate emails in Leads or Contacts? Thank you. George
Resource Calendar in Zoho CRM
Is there a way to create a resource calendar and create events for it? For example, we run an installation crew, and that would be a "resource". The other example would be a meeting room, or a projector.
Language issue (Spanish)
I am in the process of trying Zoho CRM and I have bumped into an issue with the language. I have the system configured to Spanish, but quotes come out in English. Also, some fields when creating a Product or Price Catalog, etc, are in English.
XML for Multiple Options of an Multiselect Pick List
Trying to get the XML right using the API. The XML code itself is: <?xml version="1.0" encoding="utf-8"?> <Contacts> <row no="1"> <FL val="First Name">'.$firstName.'</FL> <FL val="Last Name">'.$lastName.'</FL> <FL val="Account Name">'.$organization.'</FL> <FL val="Email">'.$email.'</FL> <FL val="Mailing Street">'.$address.'</FL> <FL val="Mailing City">'.$city.'</FL> <FL val="Mailing State">'.$state.'</FL> <FL val="Mailing Code">'.$code.'</FL>
I want to compare values from fields in 2 different modules
I want to compare values from fields in 2 different modules, to use on a Workflow Rule. I need to check if the field "Discount %" on module Quote is greater than the same field on the related module Account. Both are custom fields.
"Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter."
Hi I am trying to insert a lead. I am following the examples, even using the same xml. Here is the xml I am using (it probably looks familiar); <Leads> <row no="1"> <FL val="Lead Source">Web Download</FL> <FL val="Company">Your Company</FL> <FL val="First Name">Hannah</FL> <FL val="Last Name">Smith</FL> <FL val="Email">testing@testing.com</FL> <FL val="Title">Manager</FL> <FL val="Phone">1234567890</FL> <FL val="Home Phone">0987654321</FL> <FL val="Other Phone">1212211212</FL> <FL val="Fax">02927272626</FL>
cannot POST xmlData via the request body to create or update records (414 Request-URI Too Large error)
Hello, I use the API insertRecords and updateRecords methods to create and update entries (contacts, accounts, products, sales orders...) in ZohoCRM. I encounter "414 Request-URI Too Large" errors when the value for the xmlData parameter is too big, which happens when creating or updating sales orders which embed many products. Indeed, the calls I make are as follows (I stripped out the auth token, the item id and the url-encoded serialized XML for safety and concision): POST crm.zoho.com/crm/private/json/SalesOrders/updateRecords?authtoken=[token]&scope=crmapi&id=[sales
Field Update Automation
It would be nice if a rule could trigger a field update that is a little more sophisticate than just putting text into a box. I would like to update a field based on another field. For example, set Invoices.Subject = Invoices.Invoice Number. Better yet, allow formulas - set Invoices.Subject = right(Invoices.Invoice Number, 6) The field update function seems very limited as it is now.
Bug With Creating Custom Fields
I don't know what changed but just today, we can no longer create custom fields (CRM). Please help. I've cleared my cache and cookies, logged in and logged out and tested on IE and Firefox -- all have the same problem.
Client anniversary - Gmail sync
Hi! We, in my country, have a Name Day. And I need to sync contacts with Gmail, because, this is only way to set reminders both for birthdays and name days Tried to make contacts anniversary date field but in Gmail, data format is not the same as in CRM. Is there a way to fix this? I am using paid ZOHO CRM
Mailing Labels City State Zip
I'm surprised this hasn't been fixed already. Your Mailing labels view is great, however you put each field on a seperate line We normally put City State Zip Code on one line. This should be a simple change. Please investigate. Moderation Update: The
problem importing data
Hi, I have a problem while importing my data from my CSV file. When I have to map the fields, the system suggests me only one column with all my fields. But in my CVS file, I have many separated column. Does someone can help me ? Do I have to modify my parameters ? Thank you very muck !
View/List two week old leads
Need to log in today, but see leads that were created 14 days ago. Similar to my "Yesterday's Leads", except I need two weeks out.
Overlapping Text
When I open Zoho CRM, the text in my leads and potentials is overlapping so that it is very difficult to read:
Automation of amount of a quote
Hello I am working with the automation of the amount of a quote letter could you help me?
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