Adding contacts via API doesn't import "Mailing Postal Code" and "Mailing Province" data
The contacts are importing correctly except for these two fields. Here is my code where I am building up the data I send to the API. It won't mean much except to illustrate my point : contact.Add(new KeyValuePair<string, string>("Mailing Street", customer.CombinedStreet)); contact.Add(new KeyValuePair<string, string>("Mailing Province", customer.StateName)); contact.Add(new KeyValuePair<string, string>("Mailing Postal Code", customer.PostCode)); contact.Add(new KeyValuePair<string, string>("Mailing
Zoho CRM Doesn't work with MS Office 2013.
You should warn people of this fact before people start paying money.... Your CRM service advertises a plug in that works with Windows 8 and MS Office/Outlook - It clearly does not. I have emailed zoho about the issue starting 8 days ago, both responses said they would get back to me, and even asked for a time. No one called. I then called them and finally got someone on the phone after 3 calls. I was on the phone for a little over an hour with no success at all. They said that a developer
Better search functionality
Hi guys, ZoHo CRM works well for us. What really disturbs my workflow however is the poor search functionality. It seems that you cannot filter on 'relevancy' of search results, nor does it control for spelling errors. For our business this is extra difficult, since our customers and target audience are in the same field and thus have similar names. IMO, an excellent search functionality is critical to any CRM these days. I do not need extra features; I need superb core functionality. Im wondering
How do I move contents in deparment to website?
Hello, I have many leads where I have made a common wrong entry. I have updated the website link in the department field. I was wondering if there is any way in which this can be done in a batch mode instead of one-by-one. Any suggestions are appreciated. Thank you, Arijit
Call Box Customization
I recently found out that when you relate a call to a campaign instead of account that the activity no longer shows on the account under closed activity. I find this in error, as I am placing the call on the account, but I need to relate it to a campaign to track focus/service line of call. Why is the call box not customizable? Is there an ETA when this may be available??
Task Notification Email Lacking Information
I asked support but will post here too. The email alert sent to inform someone of a task is too sparse. It could use a description of the task which you can enter when you set up the task. Here is what we see: Task Assignment Dear First Last, A new task has been assigned to you. Here is the requisite information Subject: TEST Task 1 Due Date: 07/17/2014 Regards, First Last
Signing In problem
Why does Zoho require me to re-enter my password every two weeks when logging in even though I check off "keep me logged in"?
Auto Processes - how to include account details
Hi I hope someone can shed some light on how to achieve this. The Problem. I have an automated process setup on a potential which monitors the signing up and transfer of an business energy contract from a current supplier to a new supplier. A selection of emails is sent to the contact listed on the potential to inform of progress. The contact is added via a look up field. Now I want to additionally send a few emails to an additional email address at key points during the transfer. This is in case
Can I see my earnings?
First of all, let me just say that I really like the CRM-system. It rocks! But... I have a question regarding reports. Since sales orders contain both listprice (my buying price) and the sales price, there should be some way of getting reports on how much a sales order generats in profit. As for now, I do this calculation myself and have added a field where I write "earning". But, since I put in the list price, is there no way of creating a report telling me how much I have earned during a month,
Do you need to have the enterprise account (US$35.00) in order to create custom modules?
Do you need to have the full account in order to create custom modules? thanks. I need to create maintenace module. And another thing can I add opportunities to a lead
Lead source
Can we add types of lead sources e.g. "craigslist" instead of "advertisement"? David
Custom Function - Update Field Value
I need assistance in creating a custom function. I want the Revenue Amount custom field in the Invoices module to update with the currency amount in the Grand Total field whenever the record is updated. I have created the workflow but need assistance on the exact code of the custom function. I was not able to find a sample code that matches in the support docs.
ZOHO SUBSCRIPTION
Please any one tell me how i know which subscription pack is i activated.I am new @zoho crm.
Email to Lead
When entering info on a lead from the lead list I scroll down and click on email (to send them info from us) the email template used to pop up and you can proceed with emailing your lead (while you are still on the phone with them). Now when I hit email nothing appears but when I close that lead the email template will appear and nothing else???
Invoice not displaying discounts
Hi Ladies & Gents I have completed my first invoice including discounts on line items. When pdf'ed or print viewed the discount totals do not show on the line items only the pre discounted list price. The grand total includes the discounts. The invoice does not read correctly for the customer. How do I display the correct line sub totals in the pdf I wish to send? I have attached a screen shot Hope you can help
Transfer Contact information to invoice?
When I do the 'Lookup' for the contact, is there a way to transfer over all of the contacts information? (of even select information from the contact?) It seems redundant to have to then type in the contact phone number after selecting it from the contact lookup field.
Product Details don't show up in any columns
I want to be able to see which products are associated with an invoice at a glance. I have the 'Product Details' column in the list in the 'Invoices' module, however nothing ever shows up in that field.
How to remove Lookup value using updateRecord
I have a Custom module called "Associates" or singular - "Associate". In the Accounts module I have a custom field with a lookup to the Associate custom module - fieldname: "TA Associate". There are situations in which I want to clear the Lookup (the equivalent to clicking the eraser icon next to the TA Associate field in the Accounts edit page). The following code snippet claims to succeed, but it doesn't actually clear the value. sAccountID = input.idAccount.toString(); respUpdate2 = zoho.crm.updateRecord(("Accounts"),
Query user 'role' or 'profile' from deluge script
Greetings, I'd like to search for a users' role as set by the "Users and Permissions" feature. I understand that this is different from a Contacts (zoho.crm.getRecordById) query. I need it to look up the manager or area that the user works in.
Is it possible to automatically modify the `Deadline` field of a `Task` if that deadline points to weekend date?
Hi, We are using workflow to create tasks with deadlines based on status changes in Leads and Opportunities. Can we check whether `Today + Duration of Task' points to a weekend and if so; to modify the deadline to point to the next Monday instead when creating the task? Regards,
Incoming mail problem
Hello Team, I have created a free account in zoho crm now... I'm able to send emails. but the incoming emails are not landing to the crm inbox. Please help!!
CRM Invoice Numbers
Hi The auto generated invoice number within CRM is too long. Can this be changed?
How to change the valus of a field (example phone value to text)
Hi I want to change or replace the values of the field that I have, for example I have the field Phone, and I want to converted or replace it original value to a value "text" I want to do this because I am using a Ninja Form and when I use the mask value for phone number in that form CRM it does not recognized that field. I tried to delete the field "Phone" and add a new field with value text, but the Enterprise edition does not allow me because said that I am reach the field amount for my enterprise
Mass Edit for Leads
I need to add all existing leads to a campaign. Is there a way to do this through a mass edit, or do I need to go into each lead individually and assign a campaign to them? Thanks!
Report showing leads that don't have a current open activity attached
Is it possible to create a report that will show leads that do not have a current open activity attached? In other words, we're holding our sales staff accountable for leads so they don't go "stale." Having a report that would show a list of leads that don't have something scheduled to do in the future would help identify stale leads.
Datecomp giving an error
Hi I am using this code in a formula field but I am getting an error Datecomp(Now,${Potentials.Created Time})/1440 The error is "Incorrect data type of argument" Can you help please? Dave
leads owner
I just started working in Zoho, and it works well. i am trying to assign lead owners already in the excel file to import into zoho, but their is a lock symbol on my lead owners tab. how can i change that or how can i assign lead owners already from excel. I dont want to do it in zoho i know how but directly from excel. thanks.
Users - Unable to create or edit profiles or roles
Hi Zoho support .. I need to create two new users for Zoho (one currently active) I can create these - but by default they are created with: - Role = CEO - Profile = Admin Have reviewed the online manuals, but the options described to create or edit Roles & Profiles are not there Also - is it possible to set security by Profile (or role) - e.g. no data export I use the 'old free' edition with some paid add-ons Would appreciate any guidance that can be offered Thanks Ross
System Generated Activity/Task Email Reminders not working
I am not getting any, why?
Question: how to import a Lead into Contacts
How can I import a Lead into a Contact?
Why is e-mail-templates limited to 22.000 characters!
Why is e-mail-templates limited to 22.000 characters. This is a major blocker as we have HTML templates with more than 22.000 characters. Is their a setting we change for this to work!
Mass Update of Events Record Owners?
We have hundreds of contacts and for each events are added to them throughout the year. However if a record owner of the events under one contact change, is there a way to mass update all the record owners of the events under that contact? So far I've only been able to do it one event at a time.
Potentials Stage History
I am looking for a way to generate a report and/or do more things with stage history. I want to be able to generate a report that shows me how long my Potentials are sitting in each stage shows average number of days for stages gives ability to generate metrics on how long Potentials are in the pipeline (e.g how long from quote to signed contract) allows to show trends from month to month on each stage. I don't see this capability thus far. Any pointers?
Showing Line Items In Email Templates
Our previous CRM let us create an email template that had line items in the email body. Isn't this possible in Zoho? For example, whenever a quotation is created, I want to automatically send an email template to the manager with all of the line items that are on the quotation. In essence, I want to send the quotation in the body of the email template. Alternatively, I could live with attaching the quotation in PDF form to the email. Am I missing something, or is this another feature that is not
Good job Zoho CRM
Time saving and organizing done right!!! Contact and Calendar integration in Zoho CRM. This little box comes in very handy when reading emails. Quite often you will want to perform actions or plan things while reading an email. This handy little tool allows you to do it all in one window! It will instantly do several things. For example, create a contact from who sent you the email i'am running a online mini sites resell some gadgets, mail system is very convenient to everyone Add the message to
Auto Notification to call a potential 5 days after creating the potential.
I have created a task rule for me to call a customer 5 days after submitted a potential but its not working correctly instead it wil send the notification to me as soon as I i have created the potential. What i have in there seem to relate to the Due Date field, which is not important to our business and don't use it and only select the date at the end of the month the potential was created in, as is it is a mandatory field. I'm not sure if Alert will do what i require, i just want it to remind
How do I get the Company Name to pull over into the scheduled task after a Rule is triggered.
My task is only showing the contact person and phone number but not the company name. How can I get the company name to show up in the task screen?
Email field not available in leads
Hello I could not access to lead/email field In the field list in settings/interface/leads I can see standard field EMAIL but nowhere else it not shown 1) So I could not create lead form for web site to add field 2) I could not move lead to contact with email (due to I need to use custom created email field)
How to remove time from a datetime formula
I am trying to add/subtract a certian number of days based off of an existing date field. I have the formula down, but it also returns a time (default to 12:00AM). How can I remove the time from this and just have the date?
Character Encoding
Hi When I export my data there is no option to choose Character Encoding and therefore all my french names get destroyed "Gîte La Renardière" How do I export and not loose the accents etc?
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