Add Case to Zoho CRM does not work
Add Case to Zoho CRM does not work , can you help me . We have a requirement where once client approves our suggestion we need to add this as a Case which needs to be followed up to be implemented . Vivek
Potentials & Clients
Hello, I wanted to ask you how can I have a separate view of potential clients and current clients? At the moment all contact are under one tab.
Visibility of FORECAST for users
We cant see forecasts unless in ADMIN even though it's selected as visible for that profile / users any ideas why? Also, can TASKS or EVENTS be made visible just to superiors, currently all or nothing?
ZohoCRM and Maxthon browser
Hi, I am having problems viewing Leads/Contacts etc in Maxthon browser. I know it is not supported but it will be nice if this can be fixed. If you click on a Lead and screen goes blank... Please, help
Attn. Users using Plug-ins for MS Outlook, MS Office, QuickBooks and Mobile Apps.
In an effort to improve our products and services and to meet the standards of the emerging technologies, we're doing away with Ticket-based authentication and instead introducing Auth Tokens for all our Plug-ins and Mobile Apps. With this secure and user-friendly change, you don't have to regenerate your Ticket every 7 days! The following plug-ins and apps will be affected by this change. Zoho CRM Plug-in for Microsoft Outlook Zoho CRM Plug-in for Microsoft Office QuickBooks Integration iOS, Android
Default filters for leads
In potentis under the default view "my potentials"... If a potential stage is set to any of the default "closed" stages, the record is still present in the view. At this stage by Zoho crm own suggestion, isn't this no longer a potential and should not be show up in this view now? I know I can create my own custom filter but just wanted to make sure I'm not missing something obvious here..
Web tabs does not works on Firefox
On CRM i can't see my web tabs on Firefox (in others browsers haven't problems), in Firefox i only see an empty page, the web tabs should show forms and reports from zoho creator.
Assign Activity Task before lead is approved?
Can you assign an activity task before a lead is approved? I created task and rule when new lead is created to assign a task to the admin (to approve it), but it doesn't trigger until the lead is converted. Any way to do this? It's from a web form and no option within their either.
As an administrator need to understand how can i ensure security that users dont login outside office
I understand that we can insert IP Address but as i understand the user can still change , correct of i am wrong i will be happy but if not i am concerned . Please address this .
Setting up workflows
We need to setup workflow and we dont know how to operationalise this can we expect some help to kick start the same ,
Events made for Contacts not syncing with Google Calendar
When I make an entry for a Contact, it doesn't sync with Google Calendar. However, when I click on the entry in calendar, click edit, and then save it again, it will then appear in Google calendar. It's been 5 days since I submitted a ticket on this and still have not gotten a response. I am about ready to ditch Zoho at this point and switch to SalesForce if this is not resolved soon.
Sample code for Record Update in PHP
Can someone provide me some sample code for using PHP to update records?
Mass import of past Quotes & Sales orders
Hi everybody, For our company, old Quotes & Sales Orders contains relevant information about our clients activity. Is there a way to import past Quotes or Sales Orders from XLS to ZohoCRM? Thanks!
Zoho Campaigns
I started trying to begin a Zoho email Campaign, but the Campaign module seems to be completely separate. To get my contact list into the mail list, I have to export from my Zoho account, and then search for Zoho Campaigns, sign in, and upload them. Why is this? it means I can track who has been sent an email etc?
Que for incoming quote requests
Is there a way to build a "cue" functionality for incoming product quote requests? Much like Zohos "Cases" in which a support ticket is created and then it enters into a cue for assignment. I would like to build a custom web form to collect information from our potential customer about the details of the product they would like us to provide a quote for. Once submitted that quote request enters into the cue for processing. What is my best course for achieving this functionality? Thank you, Dustin
CRM Email not working
Hello, I have trubles with internal email in CRM It was working for a while (I used it to send invoices directly to customer), for couple weeks It is not available. I saw the message that email sent and nothing happend. 2) seond question, i tried to send to leads form email, but it shows Succesfully sent 0 from 0. What is the problem with emails?
Importing updates
Hi all, I just ran a report of all the Contacts I'd like to send Christmas Cards to based upon specific criteria. The fields my report produced include the basic info out of a contact record (first name, last name, address, etc). Obviously not all the Contacts fields. I then exported this to Excel. I have noticed in about 50 of these that we do not have the fields correct. For example, someone (not me, of course) has put first & last name together in the last name field. I want to go through and
Unable to access Sales Orders for a specific user
Good morning. For some reason I am unable to access the Sales Order Module for a specific user in my accounts department. When logging in the page loads the users dashboard but there is a separate error screen that appears on the dash stating the following: The page at https://crm.zoho.com says: Unable to process your request When clearing the error and clicking on the sales order module I get another error page stating the following: Sorry for the inconvenience caused. Please try after some time
Plug-in for Microsoft Office
Hello, We are using the plug-in to merge our documents and are wondering why our folders that we have the documents are not showing up. Like we sign in. Click merge template, than it give me the option of which module and what template. All the templates are mixed up and not in the folders we have them sorted in ZOHO. Also there also does not seem to be a way to sort them. Is there something that we could do to fix that problem?
Trying to set up Gmail integration with ZOHO but can't find Apps and Add-ons
I've been told to go to set up and find the gmail up app in there but when I go to set up there is no Apps and Add-ons section. Am I missing something?
Need PDF in LETTER not A4
I know while the rest of the modern world uses A4, in the U.S. we use LETTER 215.9mm × 279.4mm. Of course the pdf viewer can resize it, but why not make it the correct size. This should be an option.
Exporting Information from Zoho CRM to Excel
I am a paid User of Zoho CRM - I can see a button to import data from an external spreadsheet into CRM. But how do I download and export information from Zoho to an external spreadsheet? Please send complete steps on how to do so Thank you Taimur (312) 221-1540
attachments
am I able to upload documents from places other than desktop? I tried to see if there were other questions like this one but I could not connect for some reason. also, I attach from desktop and delete the desktop item does it delete the attachment?
Locking layouts, etc. to prevent edit
Zoho CRM help says that Layouts can be edited by users with the "Customize Zoho CRM permission" set. I want to prevent users from changing layouts, etc. How do I find this setting?
Can´t sent email from leads
I could not send email from leads and the registered emailadress. this has been working before. I have done it several times before.
Export / Import
I am doing a mass lead update - I would like to use the Record ID (Lead ID) as the record identifier so that I can append values to a new field. I do NOT want to map by email as I do not have complete email data and I expect that this will create duplicates. How can I use Record ID as the only mandatory field? Essentially I want to overwrite using two filds - record ID and one other field with appended data. That should be possible but I don't see how to do this - neither do I see an ability to
How do I enable Territory Management?
The how-to says To enable territory management Click Setup > Territory Management > Territories. Click Get Started. You will have the following options to create a territory hierarchy. Extend from Role Hierarchy - Click to replicate the hierarchy from roles to territories. Start from Scratch - Click to create territory hierarchy from scratch. However, there is not option for Territory Management in my Setup. See screenshot and please advise.
Problem customizing potential stages
Has anyone had an issue where the Stage field does not appear in Customization > Fields? Support proposed the following 1)Click on setup-->customization-->layouts-->choose potentials from the modules list-->check whether expected revenue and stage/probability is listed under the list of removed fields-->if it so, please drag and drop the same under potential information section-->save. 2) Go to setup-->users & permissions-->fields & links permissions-->choose your profile and module-->enable the
Contacts connected to multiple accounts?
Is it possible for me to connect a single contact to more than one account? Or will I need to duplicate them?
Integrating Zoho Projects and Zoho CRM
I activated Zoho Projects in Zoho CRM, how can sync. the tasks between both platforms? I can't find how to work with it. Is there somewhere a guide what explains me what can and what can be synced?
Email template fields not being populated
I also posted a message about the email template footer not working. I tested the email template before and it was working fine, now the fileds are not being populated. All fields have information in them, but when I receive the email the body is blank. Here is a copy of my email template: Dear ${Leads.First Name} Here are your latest property matches: ${Leads.Property Matches Link} link test ${Leads.link test} If the link above does not work, please paste the following URL into your browser: ${Leads.Property
Social CRM
Can you automatically create potentials through Social CRM?
Managing Sales Territories
I'm new to Zoho CRM and looking for those who have ideas on how to use the application to manage sales territories. I would like to be able to assign leads by territory and be able to analyze potential and actual sales performance by territories. My sales people are assigned territories at the state level so it's pretty simple. Any ideas would be greatly appreciated! James
Zoho CRM Enterprise Missing Products
Customer reports, and I can confirm, that the Products module is nowhere to be found, not even to Administrators - no along the menu or More..., not in Customization. I've checked Profiles and Tab Visible is checked for everyone. Customer does have integration with QuickBooks - could that be causing this?
CAN SEE PICTURES ON PDF INVOICE
Good Morning, I'm using invoices on zoho crm but when I insert a pictures to pdf file it seems break. i can't see it. How can I fix it? Unfortunately I need that picture! Many thanks!!!
Inserting SalesOrder via API 4500 error
Hello, I am trying to insert a Sales Order into Zoho CRM via the XML API, however all i get is the 4500 Generic Error, as far as i can tell it all looks ok, the ticket is retrieved successfully and all mandatory fields are specified for a SalesOrder according to http://zohocrm.wiki.zoho.com/Zoho-CRM---Standard-Fields.html#Sales_Orders those that are lookup fields reference valid items, could anyone please offer any advice? Below is the code being used, where product name and account name reference
offer to a prospect
Hello, the system is forcing me to add a customer in the offer which i like to send to an contact. he is not a client/customer so far and maybe he never becomes one... How do I get around this? regards Robert
URGENT-Editable Text on an Image in EMail tempelate
hello, I am adding an image on a mail template. I also need to add some editable text on the image. How to do that?
linking an email to a contact
Hi If I receive an email from a contac,t but he is using an unknown emailaddress, how do I link this email to his overview/details? regards Robert
Incoming email not listed in contact
Hi. I receive incoming emails from a contact, but they are not listed in his contact overview sheet. The emails that are coming in are send with the email address I have listed for him... Any suggestions? regards Robert
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