Report on the stage history and duration NEEDED to make a working and actual pipeline!
Hi. There is a problem: we cannot make a report which contains stage history of any potential. As a consequence, it is almost impossible to convert data on the history of a potential into the valid pipeline. I beg you to help us and include into the Advanced CRM Analytics fields which contain stage history of any deal and the fields which will help us to count the duration of any deal within a stage in the pipeline.
Update Multiple records from web app through api to zoho
Is there a way to update zoho multiple records from my web app through an api. i am not sure about how this criteria to used and send multiple parameters to the zoho form.
User Set up
Can somebody please call me back. I have an issue creating new user user where the role button brings up nothing andd hence I cannot save / Create the user nigel@iesworks.co.uk 00 44 7905 595810
New User
I am trying to add a user and the reports to button does not bring up the list. It just hangs and nothing comes up?
View Group in Zoho CRM Calendar
Hi, I want to be able to view a group in Zoho CRM Calendar. So basically, I have all Sales people listed in a group. I would like to view their appointments for the day off Zoho CRM. Is this possible? thanks Jarryd
limited to number of fields, workflows etc
I can't create more rules based on my current edition. Is there a workaround? Why is this limited in the first place. I wish ZOHO would point out that their system is limited to number of fields, workflows etc. So you don't spend time building it only to find out you cant finish the job.
New Lead Alerts Don't Work With API Leads . . . Help!
Hi There, Can anyone help. I have set up rules, alerts and emails to notify me when a new lead is created. This works perfectly when we manually create new leads. However, we have integrated the Zoho CRM API with our own website to work with our free trial sign up form. New leads are created this way in Zoho but the alert is not sent. Can anyone offer any advice or help? Many thanks Steve Robson
Force Password reset
With the heartbleed vulnerability I would like to force all the users to reset their passwords. Is it possible to do this?
Integrating Zoho CRM Price Book with Zoho Creator
Hello Experts, I'm trying get an idea about feasibility of integrating ZOHO CRM's PRICE BOOK / QUOTE INVOICING features with Zoho Creator (or an external database like Access or MSQL) Is it possible to generate dyanamic Unit Prices based on user defined parameters (eg Model, Plating Type1, Plating Type2), which are passed to a database (eg MSQL or similar), and which returns a Unit Price for including in a Quotation? In my company: Each Model has 4 Parts Each Part has a Raw Price and Plating Weight.
Automatically importing leads from another website--email?
Is there a way to import leads automatically that are generated on another website? I have dozens of new leads daily coming in on current sites, and I can cc a Zoho email address if it can import those contacts into my leads, but it's too clunky to do a file export > import every day.
Lead Approval
How to show again a lead Approval ?
Api errors when contact fields include `&`
Tried creating a Contact with 'Mailing Street' = 'Fuller Smith & Turner Griffin Brewery' but errored. I had to instead create Contact with mailing street 'Fuller Smith and Turner Griffin Brewery'
Custom Reports Question - CRM
I need to create some reports to pull out records that have NOT been called as yet, basically any records that have NO notes in them, i do not use the call section at all, how would I create this. I am only used to using filters in Excel to pull out whatever I want and don't want to see/include. I hope someone can help. Thanks
Update problem in Cases
I had to make an update to a Case and correct the contact person. When I changed the "Related to" person, it didn't update the phone and email address associated with that person. It left the information from the prior contact. Please help. Thanks!
Mon import ne fonctionne pas
Bonjour, j'ai essayé de faire 4 fois un import de 20 clients dans mon espace, on me dit que tut a fonctionné mais mes prospects n'apparaissent pas dans mon espace. Cordialement,
Workflow Automation?
Is there any way to set up workflow automation so that I can set up a process whereby a new lead receives a set of emails, spaced out over several weeks and tasks are set for my sales rep to call the lead at certain intervals?
Exporting Contacts and Accounts and putting back into Leads module
We have been using Zoho for a few years and no one has really used the leads module until I arrived. Now I am in the process of wanting to move all of the leads that have been historically entered in as contacts and accounts back into the leads module. I have purchased the $10 backup export so I have all of the data and I am confident in being able to get all of the account/company and contact information into one line item for import. The only issue I am seeing is the ability to import the associated
Newly created view not syncing to mobile app
Hi, a couple days ago I added a new view in leads to separate leads from another business we operate. I expected this new view to sync with the mobile app but thus far it hasn't. What to do?
Trying to create Potential with custom Potential Owner through Custom Function
Hi, I'm having trouble specifying the "Potential Owner" through my custom function. My function creates the new "Potential" and fills in all details fine, however, It does not fill in the "Potential Owner" field at all. Is this not possible? Thank you in advance
Potentials - Adding Custom Fields
I have created a custom field that takes the AMOUNT of a Potential and multiplies the field by 40%. Example: ${Potentials.Amount}*0.40 I would like to know if it's possible to add this field in a "bucket amount" that can be used in another formula. For example: Let's say that a Potential has field for the custom field ${Potentials.Amount}*0.40 that equals $100. A separate Potential has this same field (${Potentials.Amount}*0.40) that equals $200. What formula / function can I use that will allow
Automatic sync for Zoho CRM Outlook Plug in
We are using Outlook and Zoho CRM, and have purchased the MS Outlook Plugin. Do we have to perform the sync manually every time, or is there a way to set it up so that it does it automatically? Ken
Problems on CRM products
Esteemed ZOHO Corporation, I send you my list of problems: know how to add 2 or more products at once to my quote or invoice; add 2 or more products at once from the list or search for products; to know how to add an aggregate field in the search tab of the products (image attached) reorder / drag products added in a quote or invoice Thanks, Pasquale Bondanese
subscription
How do I know when I have to renew my monthly subscription?
Sync issue with i phone
Despite consistent reloads and refreshes not all our categories and contacts are coming through on the Zoho Iphone app on android it is fine?
How can I randomly assign leads generated from ZOHO web form?
Good afternoon! I'm Limberth caamal (web developer), I'm trying to integrate ZOHO web forms to my website and I want to know, if I can randomly assign leads generated from ZOHO web form? Or, if there is another way to randomly assign leads generated from the website. Thank you!
License issue
Hello, Can I buy standard licenses for the people in my call center, and just add the phone bridge ? or do I have to buy an entreprise licenses for thm all ?
No population for "Publish this form to Google site"
I log into ZohoCRM via Google Apps. I successfully created a web form that I would like to embed into a Google Apps website that I created. My website is not populating for the drop-down list. Is this option not available to Free Users? Typically there is some type of notification if this is the case.
Re-convert Client back into Prospect
Hello, Is it possible to make a client back into a prospect again? Also, would it be possible to do this in bulk (not one client at a time). Thanks
Can't see attachments!
One of our users of the CRM cannot see the file attachments in Zoho CRM, and we simply can't explain it let alone fix it. The rest of us can see the attachments. Unfortunately, she is the one who needs to see the attachments most of all. Anyone experienced anything like that before?
Error adding new component
Attached is a screenshot of the error I receive when trying to add a 5th component on the home page. I'm guessing it's because 4 is the max, but "crm.alert.add.component1" isn't exactly an intuitive way to express that. ;-)
Picklist in a formula field
Hi Can Picklist be used in a Formula field? There is a bug in the Forumla field: 1. I've a currency field called "Total Fee". 2. There is a picklist field called "Installments Opted" with values { 1 , 2 ,3 ,4 } 3. I want to create a formula field called "Ist Amt Due" for which the logic is: If Inst Opted = 1 , then Ist Amt Due = Total Fee * 100% Else If Inst Opted = 2 , then Ist Amt Due = Total Fee * 60% Else If Inst Opted = 3 , then Ist Amt Due = Total Fee * 50% Else If Inst Opted = 4 , then Ist
VAT rules not working
Tried making a VAT rule: 21 proc BTW - 0.21 Made this active for one product. Then, when i create a quote it the product does not include VAT?
Adding custom report to dashboard
I have created a custom potentials report and want to add it to my dashboard. Is this possible? When I use add component for the potential dashboard I don't see my report (closing this quarter) or even the report it was based on Closing this Month
I am in Zoho crm trying to attach to an email
I am sending an email from within zoho and am trying to attach one of the files that is attached to the lead. I can't seem to do that.
How to Group By Month using Summary and Tabular reports
I have a very real need for the ability to group reporting results by month, or week or quarter. I understand that this feature is available for a Matrix report, but unfortunately I've found the matrix report to be the least useful, especially as this style of report is not able to be featured on a dashboard. I'm wondering if there is any way to accomplish this grouping at this time. I must stress that this feature is of paramount importance to our business, and I can imagine to the businesses of
Sudden Email Error
When I try to receive email I'm suddenly getting a red error popup: Invalid Security Certificate for the server. Try changing the incoming port to 110, without SSL and check again. Email been workinng fine for 2 years now this popped up all of a sudden.
how can i get my gmail to post to zoho bcc link to zoho customer profile
I tried sending gmails to customers with attachments and add bbb:lzykqs@mails.zoho.com and receive this gmail error message. Delivery to the following recipient failed permanently: lzykqs@mails.zoho.com Technical details of permanent failure: DNS Error: Domain name not found I also tried sending the same mails with attachments from Zoho mail and it still doesn't work. The customer receives their message, but I cannot seem to link up the bcc address correctly. I cannot find (or perhaps don't
I can't seem to add role
i just added a new user to my professional account. I was forced to give her "manager" role, even though i want to limit her access and role. she did not yet accept the invite email.. is it only after she accepts and logs in, do i have access to limit the permissions and role?
Zoho CRM license numbers
I cannot seem to find out why you can only purchase 2 or more user licenses. My employers is trying to purchase one license and it doesn't seem be an option. Any idea why this is?
Cannot print quotes when running Zoho in Chrome
We have 3 users running Zoho CRM. 2 of the users run Zoho CRM using Internet Explorer and 1 user is running Zoho CRM using Chrome. The 2 users running Zoho CRM in Internet Explorer are having no issues but the one running Zoho CRM using Chrome is not able to print any documents. He can export to a PDF fine, Print Preview fine, but when he prints, it opens up the window to choose the template to use and shows the preview or pdf fine but will not print. It sends the job (seemingly) and thens spools
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