How to disable the cloning for Potential Module?
Hi! Can you please help me in this? how can I disable the clone view in the potential module when I clone, the approvals are copied and all the information, is it possible to disable? Thank you.
Testing ZOHO CRM with Professional Edition, Can I test out 2- way sync with Google Mail and Google Calendar?
Hello, I am in the process of demo-ing ZOHO CRM Professional Edition to determine if our small business should move forward with a subscription. We primarily use Gmail and Google Calendar for email and activity-management. I would like to test the two-way syncing feature of Email and Google Calendar with the internal email and calendar in ZOHO. Is it possible to 2-way sync these features while in demo mode only? It does not seem to be working, and keeps prompting me to pay first.... Appreciate
Telephone Pop ups with ZOHO CRM have changed -- how to configure ?
I notice in the past few weeks the pop ups associated with ZOHO CRM have changed. The issue I am having is I cannot link completed call records to the ZOHO CRM record even if the information is correct. It is failing 100% of the time. In addition the new pop ups seem to be created new records for every completed call using the inbound telephone number from the caller. This feature is also not allowing me to link a record to an inbound call even though it says it can. Are they still working
Allow emails to sync to more than one contact at a time
Many emails are sent to multiple people, either all in the To field or in the CC field. There is no way to sync a single email to multiple users using the Outlook plug-in - the plug-in shows a string like this, but will not sync to it: name.one@company.com;name.two@company.com;name.three@company.com Using this example, if I want that email to show up in each recipient's CRM record, I have to sync it three separate times, one for each contact. This is a huge time-waster and uses storage space unnecessarily.
CRM Docs. How two bring them back?
Dear friends! We've used one very important file in crm docs, but then reduced crm status to the Basic again. For now we have no access to the file. How we can download it again and use offline?
Adding 'Product Description' to a Product Listed on a Quote
I have a list of 120 products. When someone creates a quote, they can pick from this list and add it to the quote. However, I would also like there to be a field containing a description of what that product is...in addition to its 'product name' and 'part number.' I am told this needs to be done manually for every quote? Is there a way for the description of a product to also get dropped into the quote automatically, just like the product name and part number do? I see a field on the quote for someone
How to retrieve product details from Quotes
I m intergrating it with asp.NET I would like to retrieve which product name is bought by which Potential Name I can see in Qoutes but how to do it
zoho apps for windows tablet
I haven't seen any news yet whether or not zoho or others are working on zoho apps for wondows tablets. I really need to have the' zoho crm app for my surface 3.
Service Industry for Invoicing, Purchase Orders and Sales Orders
We run a service business, we would like to be able to link multiple contacts (which we would service) to the purchase order and in turn send that to our employees as their services for the week (thus we would need multiple linking days for the calendar), in turn some would require multiple employees to work on the one job, however we do not want to make all scheduled jobs of all employees public for privacy issues.
Uploading a File under Leads as attachment from API
Hello, i'm trying to upload the file under Leads Module as an attachment, but i am unable to upload it here is my code $ch=curl_init(); curl_setopt($ch,CURLOPT_HEADER,0); curl_setopt($ch,CURLOPT_VERBOSE,0); curl_setopt($ch,CURLOPT_RETURNTRANSFER,true); curl_setopt($ch,CURLOPT_URL,"https://crm.zoho.com/crm/private/xml/Contacts/uploadPhoto?authtoken=".TOKEN."&scope=crmapi"); curl_setopt($ch,CURLOPT_POST,true); $post=array("id"=>$recordId,"content"=>"@path"); curl_setopt($ch,CURLOPT_POSTFIELDS,$post);
How do I add custom fields together
Hi there! I am new to ZOHO CRM and this may be a novice question... I work for a trash company and my sales team sells various types of trash services (Bins, compactors, construction bins) to commercial businesses and there are multiple fields that I can create to associate with our services. Do I add these fields to the account page layout sections? If so, how do I get these fields to add up to a sum total? Or instead of creating fields that correspond to our services, should I create our various
Contact left the company. How to retain potential associated with the contact
I have situations where a contact has left the company so I do not want to have them as an active contact. I do want to retain the emails and associated potentials. Any suggestions?
rolling a potential into a project ?
Hi All, I am using CRM and in particular "Potentials" to list, track and keep up to date on projects we are working on. My questions is can these be simply converted to a project in the project module once we have secured the work ? cheers
Timestamp dropdown list
Hi all, I was just wondering if there is a way to timestamp when one of a dropdown list has been picked Thanks in advance
CRM Offers Show discount in print
Hello, when i print a offers, where is the placeholder, than i can use to show the discount? I need to show for each row of product the list price and the discount based on volume discount in price books. Thank you for help.
Back end of database
Is there a way to view the .sql or scripts behind the records in the database? Rather than using data loader or data import via Excel? Please advise, thanks!
New Email addresses with / slashes do not work in zoho, but works fine in many other mail servers like gmail yahoo etc...
Email address such as this one some_one/OITS/HIDOE@notes.k12.hi.us are not recognized in zoho mail, they will not send unless the/OITS/HIDEO portion is taken out manually...but these email addresses work just fine in any other mail client such as gmail yahoo outlook.. This is pretty frustrating now that our biggest client is Hawaii school district and the hundreds of emails we have to mail are not working in zoho, please help fix this
Database access?
Is there a way to gain access to the actual database where the records are stored? An easier way to get to the scripts/back end rather than importing and exporting into Excel? Please advise. Thanks!
Creat a new event and copy customer name automatically in the label?
Hello, I have a question. When I use the Customer module and make a new event for this customer, how can I get the customer name automatically in the label? See picture, I hope you understand my question.
Delete Custom Fields
Help please Trying to delete custom fields. I select customise > fields > cases I select the field that I want to delete and text box advising all data for that field will be lost confirm / cancel. I confirm, get a message saying 'loading', the field list displays again and the deleted field is still there. Desperately need to delete some as requirements changed. Thanks Greg
Unable to delete/edit fields after selecting YES, DELETE NOW
I follow the instructions to delete a custom field, I click YES, DELETE NOW, the operation proceeds, but the field is still there. Also, not albe to create new fields, keeping getting the message: " You cannot create this field. You can create only a maximum of 60 String fields/module (which includes Text, Pick List, Multiselect Pick List, Email, Phone, Text Area, URL, and Auto Number fields). For more details, refer here." BEYOND FRUSTRATED >>>>>> WASTED A WHOLE DAY TRYING TO FIGURE THIS OUT,
Error while adding email
I am signed in to ZOHO and am trying to add an e-mail I sent to a customer through Outlook. Even when I use "search and add" and choose the specific contact I want to attach the e-mail to I get the above error. Any idea what the problem could be? Thank you!
Access denied
I have sent an email to support@zohocrm.com. Would appreciate a faster turn around as all our accounts are locked out
Moving accounts to leads
Can anyone help I'm cleaning up my CRM as its been set up in correctly, I'm looking to export all my accounts into leads as they are not actually accounts yet and I have about 350 files. Is there an easy way?
what calendar do sales orders and invoices and purchase orders show up in?
so there are dates you can put in on potentials, invoices, purchase orders and sales orders. We would like to view these in a calendar, will these show up in outlook when we we sync outlook with zoho in the professional edition.
duplicate search contact
how can I make sure that if a add another database into my leads section that the duplicates are not copied in as well, with out searching each individual lead. can I do a duplicate search for duplicate emails and then another on phone numbers? thanks sorry if this has been answered already
Service Industry Purchase Orders
How can we relate multiple (products) to a customer (contact) from multiple vendors?
Leads, Potentials and accounts...how do they fit together?
I have just started using ZOHO CRM and before I implement it for the whole sales force I want to make sure I set up the process properly. Mquestion is as follows: what is the relationship between LEADS, POTENTIAL and ACCOUNTS. When I add a lead, and then send them a price proposal for a new project it becomeas a 'potential', correct? When I convert the potential project, does it become an account? Do I register cases/notes/meetings after I have converted the project/client under the 'potential' (closed
After upgrade from free to standard version my Outlook add-in does not work
Today I have upgraded my Zoho account to Standard and Outlook add in is deactivated. I want to have it back. After I log in to ZOHO CRM in SETUP menü Add in Other Applications *** Outlook Add in is not listed anymore. How can I install this add in again . Buy the way I am using Windows 8.1. Thanks in advance.
Approval lead not working
Hi! i'm trying approval my leads, I select all leads, but when i click in approval, this system said me, "Wait",and does nothing more Thanks,
customize lead notification
Can I customize the lead notification to my sales people? I want the webform data email notification to have my company branding on it and not Zoho's. Can this be done? http://crmkbase.zoho.com/while-creating-a-web-form-can-i-edit-the-notification-email-that-is-sent-to-the-record-owner I hope that's not referring to what I'm talking about.
How to create a report to show all potential for a parent account?
I have implemented a Key account management structure an I need to run integrated report for all related children accounts in one shot. tips are welcome Gonzalo Rossi
Search Feature
I'm working on a small mailing list and because there is no ZOHO category for my list, I have been entering the different categories as 1-3 in the # of clients section. Is there a way to search just based upon this category? Thanks Monica
Vendor Record View
Hi, I have imported some records in Vendor module. When I click on an individual record I can see the name of the Vendor below which I can see "Email" and "Description" fields. The remaining details stays hidden unless I click the "Show Details" button. I would like to know how can I change the view in this? If I need to see some other field instead of Description under the Vendor's Name. I am attaching a screenshot for the same. Thanks, Sylvestor George Phone: 669-888-6088
Exported contact info from CRM
How can I see if any account users have downloaded or exported contact information from our CRM?
Notes for this client
Under the Client tab, there are "Notes for this Client" what is the max number of notes, words or characters allowed and can it be changed or modified to keep a long history? I am not able to make new "Notes for this Client" in the Client module today. Does anyone else have this issue today?
How to call directly fro ZohoCRM
Hi, I ve seen a new feature in ZohoCRM - the call button at the field phone. Then opens a window and it stands: You don't have the permission to perform this operation. Please contact your Administrator. Ok, I AM the admin. We use sipgate to do our calls. How can I use the new feature with sipgate? Kind gregards, Philippe
Tasks : Edit Page Layout
Hi, how can I add the account field to task page layout to be able to link/ klick directly to account. Actually, I have to click on contact or opp then on account. This is complicated. Kind regards, Philippe
Services instead of Products
Our company doesn't sell products. We sell services. We sell advertising in some of our publications. Therefore, I need to be able to create unlimited quantity services that have start and expiration dates. I know I could edit the products tab, but it is still based on Quantity, instead of time. I dont want to have to create our services for every month and include them in the products tab. That will become way too large. I want to create the advertisement service one time and then just be able to
Is this possible, Auto Send Form
I have a x number of past customers and leads who were last contacted 1 year ago, i was wondering if i could set up an automatic introduction email to be sent along with a notification to myself to follow up a call. i know i would have to decide what criteria to have for this which i havent' looked into yet.
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