Email section does not scroll
Hi there, I'm using Safari 7.0 and when I try to scroll through my emails, it cuts off at the bottom. Basically, the section the holds the emails (I'm assuming it's some sort of a frame), doesn't allow me to scroll. However, the entire page I can scroll. This is very annoying, and started happening to me last month. This problem does not occur in Chrome, but I use Safari and would like to continue to use Safari. Any thoughts? Thanks
backup crm
I need to import your backup data in an excel crm. I followed the steps but the file attachments.zip you posted does not contain csv file. I performed the procedure, however, as they csv file but does not work. What should I do?
Is there any way to Map all or any of my Zoho CRM leads
I have 800+ leads in my Zoho CRM account and I will eventually have to visit most if not all of these at some point. Therefore, mapping my travel route efficiently and effectively is very important. I am unable to locate a function within Zoho that gives me this capability. Is there any software out there that will give me the capability of mapping my leads list if I were to upload them in a .csv or .xls file?
Custom field linked to contact
I am looking for a way to make a custom field that is a drop down list, where the items in the list are linked to entries in the contact section. From this, I would like to be able to select a name which would then automatically enter the contact information for that person. Is this possible? Many thanks in advance, Adam
adding to lists
I have added some different industries to the list but I can't choose from my new menu!? how doe this work?
Newbie question about modifying layout
I'm ok with the contact input form layout but when I click on the "contacts" tab on the black nav bar at the top I get a list which contains name, phone and email. I would like to add mobile phone to this list. I see how I can change the contacts module but how do I change the default contacts list view?
Multiple client locations under one business name
Hi, I have a number of businesses that have lots of locations, each responsible for their own budget etc. I wanted some help on how to best organise this on Zoho. Is there a way to have the main business name (Head Office) and then group the locations under this? Many thanks, M
Merging new data into an existing ZOHO Database
We have a spreadsheet with some additional information on about 3000 records inside of ZOHO. Only two of the fields will be changed and I don't want to change any other data inside of ZOHO on those records - just those tow fields. In the past I just did a MassUpdate, but that is limited to 100 records at a time - time consuming and tedious. Is there a way to do this with an upload without affecting any of the other fields?
ZOHO Outlook
I need help getting my other users the ability to post emails from outlook to zoho. See attached picture. it only says 1 name, there should be others I have 2 other users that have this plug-in HELP!
Need a Zoho expert to configure Zoho for my business proccess
I am looking for help to set up the Zoho CRM for my company to configure to our business needs kumar
Crm Custom Feilds
Having the ability to have every last field editable/customizable would be great!! On my leads, for instance, I have no need for the 'last name' field. Thanks you for doing a great job so far ZOHO.
Filter Options in Reports
I would like to know if it is possible to create a filter with the most recent potential note in a report. I don't want to filter by time. I just want the most recent note. Please Help! Thanks - J
Creating formula for customized date field in Events ( Error with datepart formula )
Hello, Zoho staff, I need to create an Activity Report that shows how many visits our sales reps made to customers per day (i.e., name of sales rep, date, type of sales visit). Today, customer visits can only be grouped by "Start DateTime" in the Activity Report. Instead, I need to group the visits grouped by "Start Date". In order to do this, I assumed that first I had to create a customized field in Events module that shows only the Date. However, when I try to create a formula for this customized
How to count TEXT containing?
I am efficient in Excel, but for the life of my can not figure out how to do basic functions in this. I am making a form for CCTV salesmen to fill out. Each channel has a selection of different type of cameras they can assign to it. Example: CH01 Indoor Dome Outdoor Dome CH02 Indoor Dome Outdoor Dome I want the formula to say something like this... Containing(${Accounts.CH01},'Indoor Dome'),(${Accounts.CH02},'Indoor Dome')... = Total number of 'Indoor Dome' picklist options. How can I achieve this
Syncing Tasks with Outlook
I would like to know if there is a feature that allows for my TASKS within Outlook to be PUSHED to Zoho CRM but I do NOT want any TASK created within the CRM to be Pushed Back to Outlook? I would obviously still want to maintain the new TASKS within Outlook to update the existing TASK within the CRM. Thanks.
Missing modules and other changes without notice
I have set up 5 different companies over time with ZOHO CRM and usually know what I am doing. Recently I set up a new company with the free edition: custom fields created, renamed modules and so forth The company pays when they need to mass email and then goes back to the free version. Without any notice, my custom fields are gone, I cannot create new ones. My modules are gone... What used to be free is now gone...I follow ZOHO CRM everyday and did not get any notice of impending changes and revisions
Options for integrating with formstack.com
Greetings ZOHO team; We are very excited about your toolset and looking for all the ways we can shift some of our workflows. One area that would help is integration with formstack.com. Are you aware of options for that toolset?
Web form submit / Reset button not aligned correctly
I have created a web form I want to use TOP aligned. In the preview the submit button is set to the right of the form and on my web page it is completely to the right of the form which doesn't look right and looks messy. Is there any way to correct this from your end of development or if I can do anything so they buttons lay underneath the form appropriately?
Unable to process your request. Please verify if the name and value is appropriate for the "email" parameter
We have Mail Add On enabled. We select Emails tab from CRM menu, select an email , then select the CRM tab at the bottom right of the mail preview pane, then select the potentials tab and potentials come up that are connected to the email address of the account, however when we click on 'Associate' next one of the emails, we get a red warning that it was not possible to complete the action, with the message quoted in title: Unable to process your request. Please verify if the name and value is appropriate
4834 Invalid Ticket ID with Auth Tokens
I have been trying to make a short python script to inject leads into Zoho crm, and have been bumping into this 4834 error. Here is my code, could someone explain what I am doing wrong? #!python2 import urllib import urllib2 #get the python 2 web interface up in here import json def main(): d = Lead( "<myemail>@gmail.com", "<mypassword>", "Marshall", "W3bS7@rtup", "Devin", "333-333-3333", "devin@webstartup.com", "www.webstartup.com", "<myAuthToken>") d.writeToZoho() class Lead(): def
I can't save an edited Potential. The page stalls with loading
When I modify a Potential and save the changes the page doesn't return an error but just stalls with the message "loading" What can I do? Remko
All Leads Converted to One Person, Please HELP
Hello, I pulled off a lead report last night and when I came onto Zoho this morning all leads that were shown (in this case 100) have all been converted to one employee and the created date all changed to yesterday. You can see in the attachment that all leads have converted to my name, yesterday they were assigned to all over employees. The created date for each lead should all be different :/ Thanks for any help!
There isnt api for activities tab in zoho crm ??
I am working on open source app which uses all the features of zoho. I am able to access all the fields in all modules like "leads", "contacts","potentials" but when i try to access activities it says "Invalid parameter value" below is the url i am using https://crm.zoho.com/crm/private/xml/Activities/getMyRecords?newFormat=1&apikey=0QL3CBw8Aaptvsj8L0icYKjtJ2x45yNHkQaMGWeIdlI$&ticket=e7fdd4464c5bdbc1a2dce9ef04d78d94 This is test environment so i have provided api key and ticket also
Multiple Zoho accounts - leveraging docs on one account with CRM on another
I have two different Zoho accounts. One that is more personal that I pay for a standard Docs subscription for 250GB of storage and a different one attached to my Google Apps Domain for a start up I am building. I leverage Zoho CRM with my business account, but because of all of the storage space I have and pay for from my personal account I would like to store my docs there yet be able to attach them easily to my business CRM account. Is this possible? CRM lets me leverage a different Google account
Selection Criteria
When specifying criteria, it would be great if we could specify operators like: * is null / is empty * is not null / is not empty It would also be great if we could compare fields in the query and other special values, e.g.: * Amount 1 >= Amount 2 * Due Date > today (Oracle sysdate) Thanks. Jean-Marc Reynaud
I am trying to embed a Zoho CRM web form on a Google site, and it is not working.
Is there a way to send someone the Zoho web form without embedding it anywhere? Can a unique url be generated on Zoho itself? Thanks.
Fetch CRM Lead data with CRM ID via PHP
Hi! I would like to ask for your advice on how to fetch CRM Data to be populated on PHP forms upon entering the CRM ID. Thanks!
Can I use CRM to track donations
I have a non-profit in which I need to be able to track donors and their giving activity throughout the year so we can 1. communicate with them more effectively, 2. Be able to track data report donors activity, and 3. be able to send out year end reports through email and written letter of donor's activity for tax purposes. My question is is Zoho CRM going to work for me? Do I need a combination of tools? Would love some input before diving in. Thanks!
Determining Version of ZOHO
I cannot sync with my google calendar and I think the problem relates to this: 1. I opened a free zoho account in late September/early October to test it. 2. I decided to buy and hired Susan Clark of Cornerstone Consulting in Houston to help me migrate two users from salesforce.com to ZOHO CRM. Susan accomplished this in November. Susan cannot figure out how to make sync work; she's tried everything and is now not responding to my calls and emails. I am desperate. My calendar is like a Physician's
Looking for a developer to configure Zoho CRM to Business needs
I am looking for a developer to configure to our business needs kumar
Zoho CRM - 24h time format
How to setup 24h time format ? My locale is Belgium (French) but the time format is am/pm. How change this ? Thanks for your help
Deleting events in ZohoCRM Calendar does not delete them in gCalendar
If I ad and event in the Zoho CRM Calendar, either directly or through the Zoho Calendar, the event appears in my gCalendar and my phone almost immediately. I can happily amend any events and the updates appear in my in gCalendar and phone immediately also. However, if I delete and event it is not deleted in gCalendar. Is this the expected behaviour? Cheers
Changing Label Name for Industry
Hi. I am new to ZOHO CRM and so far like it. I am using the free version until I can fully determine whether it will fully serve my needs or not. With that said, I would like to change the "label" name for Industry since all my contacts will be within a certain industry. Is this possible? Thanks for your assistance in advance. Manning
Why won't LEADS created within iPhone App populate to browser-CRM and iPad?
I am a (new) paid professional subscriber. I created some leads on the browser CRM and they have populated to the iPad and iPhone apps. However, this morning I created a new lead on the iPhone App, but it is not syncing with the browser or iPad. That is, the new lead I created is not appearing anywhere else except for the iPhone App. Please help.
Outlook 2013 Integration: Subject Line / Association
How do you associate a TASK that is created from Zoho with Outlook 2013. The only indicator that shows on TASK that have been created from Zoho is an additional row right above the SUBJECT line that only says: "ZOHO" This does not provide enough information to tell which, Lead, Account, or Contact is associated with the TASK. Thanks.
Export Contacts with accented characters
I want to export my Zoho CRM Contacts that have an email, to Zoho Mail. Since this is not automated, I tried to export the Zoho CRM Contacts to a CSV file using the Data Admin Export Tool. However when I view the CSV file, it contacts ? (strange) character instead of the Accents some of our contacts have in their names. Ex: François holds the ç character. Paul
New Tab (Dashboard) with External Feeds like Twitter, Fbook, LInkedIn, News, etc.
Right now the "Home" tab is effectively various views of the "Activity Stream" of the business. Let's not lose this, but let's get Zoho to give us another tab, one that is highly configurable by the users or admins and can accept feeds from several sources. Some of this could be done via a Web tab, and I get that, but it is not the same. Here is my wish list for this dashboard view: -Continuously refreshing activity stream from the business: basically everything that is happening in reverse chronological
how can I integrate emails into the CRM system?
How can I integrate email into the CRM System. There is no Email Add-on in the Apps and add on section of setup. Even though, according to your help, it is supposed to be there...
ZOHO CRM Product/Invoice Integration & Tax
My apologies if this has been answered but I'm trying to set up the Invoice module within ZOHO CRM. I have setup a product. 1. Is there a way I CAN ONLY USE THE Unit PRICE (Not havethe list price) or for the LIST PRICE field to automatically populate with the UNIT Price? 2. Furthermore if a product is taxable (some of our products are taxable others are not) if the product is listed as taxable can the INVOICE automatically populate this field without clicking the "+" sign. I am just trying to reduce
Multiple Checkboxes for One Field
I propose the ability to have multiple checkboxes for one field. For instance: When a contact is entering a web form, and the field criteria is - When Are You Available? Instead of a pick list or open text field. I would like it to supply multiple checkboxes, so they can choose more than one checkbox. M T W TH FR |_| |_| |_| |_| |_|
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