Disallowing contacts associated with accounts, while allowing contacts associated with vendors
I'm new to Zoho, and I'm trying to better understand how to do two things; (a) keep account-associated contacts hidden from peer users, but (b) allow vendor contacts to be seen by everybody. We don't want salespeople to have access to each other's accounts and contacts, but we want to make sure the contacts who are associated with vendors are seen by everyone in the organization, lest data duplication occurs.
Different sets of information
Hi, I am using Zoho CRM and am getting two different sets of information for the same period. For e.g.if I use Dashboard to access the potentials for this quarter, the number that comes out is different when I go to Reports and ask for the same info. Can you find out the problem? Thnaks
Converting lead to account
Hi, I record any activity in my leads in the NOTES field. How I can maintain this tracks when I convert leads to accounts? Can I convert the Leads Notes in the ACCOUNT notes? Regards. Maurizio Orlando
Outlook plug in
When I send and receive email in Outlook 2010 how can I have these automatically populate in the contact in ZOho? I have installed the Outlook plugin and I can manually send messages to the contact but is there a way to have this done automatically?
Customising Sales Order Document
Hi, I am looking to create a Sales Order Document over 32,000 characters and was wondering how this can be done? Or is it possible to create a mail merge doc using the Sales Order merge fields in Zoho Writer? Many thanks Jay
inventory
I created an perpetual inventory for my drugs in my pharmacy.....for every drug , quantity on hand is equal to qty ordered minues qty dispensed. The problem is when i go back to enter another transaction for the same dru...I can't see the quantity on hand.....how do i get the quantity on hand to carry over.
Industry Pick List for Accounts is not changing after being saved
Hi I have treid to create a custom industry list in the Account section. I did the same for Leads, that seemed to work. But the Accounts keeps on showing the default?
Zoho CRM App Problem
When creating a new lead in the app, under the Lead Status field, we are seeing a whole load of options that no longer exist in the web-based application is there a way to sync these both
Problems with pdf
Hi everybody. I've installed last Windows 8.1 and it's now impossible to export a invoice in pdf writer from Windows ? Is it normal ? Thanks
Importing leads from a report into a campaign
I have a report that lists leads based on certain criteria and what I need to do, is to move the listed leads into a campaign. I thought the best way to do this would be to export the report results to CSV, create the campaign and then import the leads from the CSV into the campaign. The only concern I have is that it asks if I want to overwrite/skip/clone, but I am unsure what to select because I don't want affect any existing lead records. Please advise the best way to get the leads in the report
ZOHI DOWN ??? Dec 19 5:30 PM ET
Is Zoho CRM Down? I am having problems get anything on ZOHO 12-19-2013 5:17 PM ET
Changed of Lead owner log
Can I create a report that record the change of owner? The lead might generate from marketing dept and assign to different salesman, and I need a log of these changes.
Search Criteria
Evaluating Zoho for our investment management firm. I don't understand how to create custom searchable fields. For example, we would like to identify some as clients, maybe search and identify by college, hobbies, etc. I assumed this was a basic CRM function. Is it possible in zoho? Any how to guidance would be greatly appreciated
Workflow Tasks
Hi guys, Is there any way we cans select more than one workflow task when importing contacts. We've imported contacts and assigned a workflow task, but we'd like to assign more tasks to the contacts. Thanks, Mikhaila
New in Zoho CRM - Territory Management, Custom Modules, Social Interactions, Custom Functions and More...
This time we bring to you a bundle of updates in Zoho CRM that include some cool features you would love to use. Here it goes - Territory Management - Sales territory is a familiar term in business: segmenting customers and distributing it among the sales reps to prioritize sales opportunities and increase sales. For a complex sales structure, the task of segmenting customer accounts based on the characteristics of accounts rather than the individual ownership of the records is made easy with territory
Outstanding Support
Today I had a complete revision of some accounts with Kevin @ CRM Support Team with specific issues on Custom Functions and I have no words to describe the excellence on their support. Thank you Zoho !!! Ariel Segall Cloud Mobile Forms Zoho Partner arielsegall@CloudMobileForms.com (877) 436-8133
Problem with Multiselect (filter on crm) calling Api insertRecords
Hi, i have problems in setting multiple values in a pick list through the API. with a normal Multiselect field, no problem The probelm is when the pick list multiple is "filtered" in the CRM (filtered with Map Dependency Field); if i setting from api in normal mode like : <FL val="Favourite Color">Silver;Blue</FL> i see when i go in my new contact, the pick list not have the all 2 items selected, but only the first one. This not happen if the pick list is a nomal multiple without any dependency Thanks
Regarding custom field action to be performed
Hi all , i have a custom field (checkbox ) in my custom module . on click of that checkbox action is to be performed i.e. when the checkbox is clicked text fields and some picklists option to pop out . How can i achieve that please help Thanks
Workflow to update date field
There is a date field in Accounts. My requirement is, if that date field has a date which is before today, 365 days should be added to it. I tried using functions and Field Update but didn't work for me.
Problem with Unicode character in calling Api insertRecords
Hi, i had a problem to calling the Api insertRecord with my Django python program i try to explain : when i call the api with an xml like have some Russian characther or i have some special characther like : ééàòù etc... (like this : xmlData+='<FL val="Send To">' + russiancharachter + '</FL>' calling your api it say me i can't pass ascii parameter, why? how can i call api with unicode Ut-8 data withouth that error? Thanks, this is the example of my code : authtoken = settings.ZOHO_AUTHTOKEN
Parent Child Inheritance
We are trying to use Zoho for a non-profit organization in which, if the organisation is a member it follows that all of the employees of that organization are members as well. We are entering the Organisations as Accounts and the individual employees as Contacts. We have added a checkbox with the label Member. Is it possible to make the children of the parent inherit the status of this field, whatever it may be? And to update if it changes?
Number of custom fields
Hello, I recently signed up with Zoho and have Standard Edition; when I was trying to add custom fields, I realized that I can only have 10 custom fields under this program. I can NOT find how many custom fields I can have in other editions and have looked all over. Can any one tell me how many fields I can have in Professional Edition?
there is nothing in the mail sent list?
Hello, i try to set up an autoresponder today. When i click the Update Response link corresponding to the autoresponder in the Autoresponders page, the Mail Sent List comes out. But there is nothing in it, even though the autoresponder works. Why?
Offine version of Zoho CRM
Does any any one have any idea about offline PC version of Zoho CRM. I am looking for a limited CRM features while remain offline, Thanks
Field Validation in CR/m
I have a condition in Accounts module Rule: If Account type = "Customer" then Customer Type cannot be Null or None Error Message: Please select a Customer Type to Save record How can I accomplish this?
How do I downgrade my CRM account?
I need to downgrade my Zoho CRM subscription from Professional to the free level, but cannot find any way to do this within my account. Please provide instructions/assistance.
Working as designed? or Defect?
Zoho CRM Enterprise Edition, with Territories enabled: Observed Behavior: Zoho Sheet View ignores any Territory you've chosen, and exports All Opportunities visible for the selected View, such as All Opportunities, or My Opportunities. Expected Behavior: I would think that Zoho Sheet View should only export Opportunities that are visible for BOTH the selected Territory and the selected View, which I would call the Intersection of the selected Territory and the selected View. This behavior also occurs
I cannot send outgoing mails since yesterday. Submitted ticket but no response..
Can you please let me know what s teh maximum number of emails that can be sent per day, and the number of contacts that can be included in an email?
Creating a bulk email without recipients seeing each other's email address and showing respective names in email
We were wanting to know, what's the best way to do a bulk email, where respective contact names show in the greeting, but recipients can't see each other's email address in the email. Thanks!
Workflow and Case modules
HI, We have used the Cases Module in Zoho and modified it to resemble our internal “Trade Record” sheet. The trade record sheet captures all the relevant info for the sale of a property (address, agents, price, fees and commissions etc). Now we would like to integrate an approval process (workflow) into the Trade Record that escalates (emails/notify) for: 1.) Fee Split agreement --- (emails to agents on deal to click approve on the commission they received for the sale--- will be multiple agents)
Importing Sales Orders
I need to import sales orders. I see this has been raised a few times before over the years but nothing has been done. Surely it can't be difficult for you to achieve this? What plans do you have to remedy this please? Thanks
Task in campaign
hello! I made a new campaign in Zoho CRM and I imported my potential customers, but they are 100. Does anyone know how I can assign a task for all at once? Or do I have to go one on one? thaks!
Bug while Customizing Search Layout
I am trying to add Mpbile phone in the grid when search is performed.Right now in my view I see Lead Name,company,Phone,email and I went to Setup->Cuztomization->Search Layouts->Selected the Module Leads and Clicked Edit and Checked on the Mobile field and clicked Save. But I still donot see the Mobile field in the result grid Am I missing anything or is this a bug in the system? Please help
Zoho iPad
My iPad indicates read only access in the Zoho app. How do I change this? Thanks.
Help getting started
Hi All I'm new to on line crm systems and could do with a bit of advice. I've created a form using Jot Form that I have integrated into Zoho Has anyone out there ever done this? regards Paul
List view options not updating
I built a custom field and put in about 10 options, well two of them are not showing at the moment. is there a reason for this or something i can do to make sure these are shown.
Error inserting sales order via API
I am trying to insert Sales Orders records but it gives me this error: [code] => 4832 [message] => Problem occurred while processing the request. This is my xml: <SalesOrders> <row no="0"> <FL val="Subject">118</FL> <FL val="Account Name">test test</FL> <FL val="Billing Street">test addr addr2</FL> <FL val="Billing City">Roma</FL> <FL val="Billing State">Roma</FL> <FL val="Billing Code">00100</FL> <FL val="Billing Country">IT</FL>
ZOHO Professional CRM and Mail Hosting via Zoho
I have the Zoho professional with 12 users. I am looking to change my mail hosting service. Do I have to pay extra for Zoho mail hosting for these 12 users? I see Zoho Mail has a charge for over 5-users, but my question is "is this part of Zoho CRM Professional"? Meaning that I could point my email to Zoho and then get those 12 users on at NO additional cost. Thank you in advance.
Not able to re-invite a user
Hi Zoho CRM Support- I created a new user and she had issues logging in so I de-activated the account and re-activiated it, but when I tried to re-invite her I get the error below. She has an account in another Zoho CRM, but not with that email, @corpcrop domain is unique to my company. I looked at the more details but it didn't help, please advise how to fix this. Thank you! -Jen The user you are trying to re-invite is already part of another Zoho CRM Account. There are two options before you re-invite:
Using Zoho in Google Apps and changing domains
I have a Zoho account with 3 users under a company domain using Google Apps, we have purchased a new domain so basically gone from a .co to .com address and want to either transfer Zoho to the new .com domain in Google gmail or setup a new Zoho and then import all the data, can any provide instructions
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