Zohoh CRM Outlook Plugin for 2007 Wont Work
I have spent 10 hours today trying to make the Zoho CRM Outlook plugin work. I have uninstalled many times. learnt about Load behaviors: Load at Start-Up. Read all the complaints from people who have had no response from Zoho like myself. However,. I am hoping I can get this fixed as I am paying premium price and I need this to work after having spent several weeks in the later part of the year deciding to go with Zoho and then setting it up. Please can some-one come on-line to an on-line meeting
Printed Layout Changed - Please PUT IT BACK
I have read that many complaints have been made about the recent bout of updates have changed the presentation of the data and making it more difficult to use. These seem to have been answered by S. Prakash as now having been solved but I difer from this response. The changes are unwelcome and unwanted by most users who are paying for this service. Also, you have completely screwed up the printed pages. We use the Cases tab as our job Tickets and the layout has changed so much that now we
I dont have any apps -??
To download and install the Zoho CRM Plug-in Log in to your Zoho CRM account. Click Setup > Apps & Add-ons > Other Apps > Plug-in for Microsoft Outlook. so the only app I have is 'mobile app'. where have the other apps gone? thank you
Facebook Integration
I am currently exploring several different CRM solutions. One of the things that caught my eye with Zoho was the integration with Facebook. From what I read each user of the system can connect their Facebook page with their user account. How do company pages connect with Zoho, does it essentially work the same way? Say a facebook user likes our business page. Would Zoho be able to automatically create a lead record for that person on "like' of our page? I think that functionality would be amazing.
Zoho CRM Calender invitation
What am I doing wrong? First I create a calender event and I invitate people to the event. Problem: the person invited to the event can't see the actual event in his or her's calender. It comes to the events module on the front page, but only appears on my own calender.
Annoying new Clock image that does not go away
This is a screenshot of my inbox: I hate it and never asked for it to be there. Please help me know how to get rid of it.
New UI Suggestion - Autohide the "recent items" tab
The recent items tab stays "sticky" when you click on it. Please auto-hide it after you select a record. Currently you have to click elsewhere or click the "x" to close.
Invalid Ticket Id
I'm getting this response on the api: <response><error><code>4834</code><message>Invalid Ticket Id</message></error></response> It looks like tickets were deprecated, so I'm not sure why I would be getting that. Here's the PHP code $xml = '<Leads>'; $xml .= '<row no="1">'; $xml .= '<FL val="Lead Source">Source</FL>'; $xml .= '<FL val="First Name">'.htmlspecialchars($entry['first_name']).'</FL>'; $xml .= '<FL val="Last Name">'.htmlspecialchars($entry['last_name']).'</FL>'; $xml .= '<FL val="Email">'.htmlspecialchars($entry['email']).'</FL>';
Different Font in CRM? PUT IT BACK THE WAY IT WAS!
So sign into zoho this morning and it looks totally different. Looks like a different font perhaps and everything seems more spaced out. Unfortunately this leads to lots of scrolling when previously my info usually fit one one page... Please put it back the way it was yesterday! This looks horrible.
plug in display in outllook 2010 standard version 32 bits
Hello, I have launched Zoho plug in from Zoho to turn on sync between Outlook and Zoho. Zoho said successfull installation, but then I open Outlook and cannot find the zoho plug in in Outlook to sign in!!! Anyone can help me? Thanks, vince
Search bar error
When i type anything into the search bar it comes back with unable to process your request please click here to go back the link it gives is https://crm.zoho.com/crm/IAMSecurityError.do?searchword=foster&searchCategory=AllEntities Please respond to michelle@h4group.com Thanks
Failed customer support at zoho might force us to go back to salesforce
I work with a small biotech company and whilst we are new customers, I am seriously considering switching back to salesforce as the lack of customer support has been disappointing to us.Despite my annoyance, I believe if you understand our business model, you can appreciate the complexity we are in and maybe suggest a proper solution, in the professional edition, instead of the short abrupt emails I get in return. Our company contacts people from different firms offering out a service. We have a
Company wide vs per user Zoho Mail Add On
Hi I am evaluating the Zoho Mail add on, with integration set up between CRM (professional) and Mail (free). The integration works perfectly with one CRM user. However, when I add a second CRM user, the Mail add on settings are separate. So, for example, in the Contacts module, the first user can see emails to and from a customer, but the second user cannot see those emails. Is there any way of allowing multiple Zoho users to see all emails?
Stock management
Hello, We need to have master and sub products. For example, if someone orders a computer we have bundles that also contain the computer and other products such as a mouse, keyboard etc etc. Right now though the computer and bundle have to be completely different products so they cannot share the shame stock even though the computer comes from the same product. This is basic stock management using sub and master products. Can you help on this please? Thanks
Zoho CRM Fonts and Text Spacing
Why the recent change to the Zoho CRM fonts and spacing? Many of the modules are getting harder and harder to read, because the font is not bold enough, and recently you changed font styles. Now there is more "white space" which leads to more scroling, clicking, a real time waster and the fonts are not sharp - grey characters. It appears there is little regard for user preferences and Zoho just makes random changes without any warning or user input. Remember, the basic, fundamental purpose of a
"Insufficient privileges" error trying to setup company details
I'm logged in as administrator, trying to enter (for the first time) Company Details, under Organization Information at https://crm.zoho.com/crm/setupInner.do?page=Security.do?actionName=createOrg&tab=org&in=company I enter all the required information and hit Save, and I get the error: "Insufficient Privileges to perform this operation. Contact your Administrator." Of course, in order to do anything else, I'm required to fill out company information. Thanks in advance.
Have suggestions for indicating Pilots vs Whole accounts (in-process-->closed)?
Our SaaS is for the K-12 market. Very often, a customer will choose to "pilot" the product for a certain subset of the population (e.g., a grade level, school, or for just a small number of struggling students). Initially, it could be a teacher or mid-tier decision-maker deciding to spring for the pilot (typically <100 students). They are often not the people that have the power to make a district-wide decision (typically >1000 students). The term "Pilot" is used very diversely and loosely
Sorting Potentials by Close Month
Hi, I'm looking for a way to create a view or a report that would show my open potentials by the close month. At the moment it will show by the close dates or by quarter. What I'm looking for is a report that would show my revenue month-to-month. Could someone please help me with this? Thanks, Charlie
Cases not showing up under "Accounts" listing, also alerts question
So I've created 2 cases for a certain "Test" account that I have. When I go to the Cases tab at the top, they show up normally. When I go to the "Accounts" tab at the top, and then choose my Test account, the cases don't show up under the "CASES" Section below the basic information for that account. It shows up under the "ACCOUNTS" Section below the basic information. Is this a glitch or error of some kind? Also, is that causing other pieces to not work? Unrelated, but also wondering
possible leads to an opportunity
Hello I am wondering if I can add other leads (same organization) to an existing opportunity?
BCC Dropbox not working
I'm setting up all our sales team on Zoho CRM and the BCC Dropbox feature is not working. I tested a couple of e-mails, both sent from my Outlook and Web and it does nothing It does not tie it to an existing lead, and it does not create a new lead when there isn't one already present. It simply never shows up in Zoho. We use google apps for our e-mail I ttried regenerating the adress and nothing Help please!
MAIL & CRM
Hello, Is ZohoMail integrated with ZohoCRM?. I'm asking this question because I'm building a contact list in ZohoMail and I would like to have the same data and organization of the contacts in ZohoCRM. I'm testing now ZohoCRM, for first time, and I'm a new user. Thanks for your help. Xavier.
String to number function???
In zoho crm's formula fields, is their a string to number function? There's a number to string function, and there's some string to long function in zoho creator, but is there a string to number function in zoho CRM?
Real grouping of report rows
I'm trying to create a simple summary report and I need to be able to group rows like I would in any SQL database. It seems that Zoho CRM Reports has a group feature but it doesn't collapse the rows - I still get all the rows even though I only want the summary data. Specifically, I want to create Companies report that shows me a distinct name of the company from the Lead and the number of leads we have for it. Something like "select company_name, count(*) as leads from lead group by company_name".
Linking Client Feedback Survey To Closed Deal (contact) in Zoho Crm
I currently have it tasked to send out an automated email when the closing date of a deal has arrived. In this email I have a link to a survey, however, when a client fills out this survey I have to manually find it and attach it to their file. Is there a way to send out a survey via an automated alert, and then when that client fills out the survey it will be directly linked to the client when they complete it within the CRM?
Zoho CRM and Support Integration
I am currently trialing zoho crm and zoho support with a view of using in our company. I have linked the two by entering the api key from zoho support into zoho crm and I can see tickets are being assigned to the contact if their email already exists. The issue is no leads are being created off the back of a ticket in zoho support. Is my understanding of the system right, in that a lead should be generated when the email address is not in the system? Thanks Martyn
Mail Merge Doc problem
Hi, I have a document loaded in to the mail merge templates. The problem is it is only one page but when we merge and make PDF it is over 2 pages ( The second page is blank). The other problem is, when you go to edit it in the online editor, all the formating and layout is lost. I've attached the document. Chris
Phone bridge
Hi. Hope you can help.i can see the systems that zoho works with. Here's my question we are a very small business with 3 VoIP lines all answered from one phone by one people. What is the best (CHEAPEST) system for us. Recommendations please.
Link back to potential in an email alert template
My gut says I can write a custom function to auto populate the direct link back to a potential in the body of Email Alerts I send to my users when a deal is WON. Has anyone done this? Simply, I want to send automated email to internal users when a salesperson closes a sale. In the body of the email I would like there to be a link to click for user to be taken straight into CRM record for that specific deal. Potentials appear to use the PotentialID hash and if there's a way to create a custom function
Forecast - anyone use?
Does anyone use the Forecast module? It is extremely limited and I've requested some features from Zoho but Forecast module improvement does not seem to be a priority. Wondering if any other companies actually use it and if so, how? And what would you like to see improved?
New Zoho Campaigns - minor issue
Loving the new Zoho Campaign Designer. Noticed one smallish issue with <div> and </div>: You're adding the <div> correctly at the start of the code, and one at the end of the code, but you're adding </div> after each field, which, while most browsers will accept, isn't strict adherence to the standard and Dreamweaver complains. Here's an example where you'll see (4) </div>, one after each input field:
When creating a new module how do you link it to other modules ?
Hi All, I created a custom module (what a thrill ! yepiyeh!) I am very happy about it yet... ;-) I would like to link it to another module. Please look at my image just before and tell me if you can help ?? Thanks so much in advance Laure
Using a Unique Identifier instead of a Company Name in the Account Name field
Due to the issue posted here: https://help.zoho.com/portal/en/community/topic/how-to-associate-accounts-and-contacts-via-api I may need to keep a Unique ID number in the ACCOUNT NAME field. Other than the letters for sorting the records at the bottom of the page not being very useful, does anyone see any other limitations of using a Unique ID in the ACCOUNT NAME fields
Attn. Users using the Zoho CRM Plug-in for Microsoft Office
Sometime back we had an announcement for the users using the Plug-ins for MS Outlook, MS Office, QuickBooks and Mobile Apps. This announcement is especially for the users who are using the Zoho CRM Plug-in for MS Office to create Mail Merge Documents. We are now supporting Zoho CRM Plug-in for MS Office 2013 also. As we're doing away with Ticket-based authentication and instead introducing Auth Tokens for all our Plug-ins, we recommend you to get the latest version of the Zoho CRM Plug-in for MS
#hashtags in the notes
Bonjour, Hello, When you do notes in a contact, a task, an opportunity, an account, etc, is it possible to write including #hashtags, so that later on you can make #researches by selecting the #hashtags only ? This would make #notes a lot more usefull, making it possible to #select #topics and have a result about all said around the #subject selected. Kind regards Pierre
Quick Books, Single Activity Time Sheet snd ZOHO log a call
I would like to see the log a call feature in ZOHO go to quick book Single Activity Time Sheet so that I can bill a support call to a client. The ZOHO log a call feature screen looks just like QuickBooks Single Activity Time Sheet. If they can not do this then have it bill a call within ZOHO's Books or invoicing.Anyone have any input on this?
Contacts vs Accounts
Hi, I started using this CRM about a month ago, and I find it very confusing the way it handles Accounts and Contacts. I just want one account to be the same as a contact. The company name would be under the contact name. As a newbie, I inserted ALL my contacts (and was associating all to an unique Account before I knew what was this about). Now... I'm not really happy by having to create all accounts which are the same as my contacts again... Is there something that I'm missing? Thank you
Advance filter - today
My apology if this question has been answer a gadzillion times already.... but I can't find the answer. We are using the CRM "Old Professional" edition. In reports, how do I use the advanced filter to filter the date field to today, or today+offset? I tried Today, and Today() all to no avail. Appreciate a prompt answer.
Notes not carrying over to converted potential
when I convert a lead to a contact/account and create a potential, the lead notes are gone. They usually show up in the potential, but today, nothing. This is a big problem to lose all my lead notes. Especially ones that are progressing through the pipeline. -J
Freezing database
I want to freeze my users from going in while I do a custom upgrade. Is there a way to lock them without disabling them?
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