Email Template question reply BUMP POST
Prakash, thanks for the reply to my earlier post. I'm not sure you have understood my requirement correctly, i WANT to attach certain files to the email templates, i have already uploaded these documents to ZOHO Documents, so why can i only attach files that are store locally to my PC??? I have created a series of template emails that contain various PDF's, these are NOT mass mailing campaigns, they are for individual responses to emails, i have certain document that i send all the time, so i'm trying
Limit visability to Standard Role?
Can I limit visibility of some leads,contacts, potentials and clients based on geographical location? I am trying to limit visibility of activity in one of our markets to an employee who works in another market. Is this possible? Thank you.
View Invoices in Zoho CRM
Hi I would like to be able to view all the invoices created in Zoho Books and assigned to a particular vendor or contact, from within Zoho CRM. This would greatly assist reporting. Is this possible? thanks
'field name' mapping between Zoho CRM and Accumulus
I am trying to integrate accumulus subscription billing into CRM, First I get contacts, instead of leads created when i add new customers in accumulus, second i do not get a status field brought over. there is a place in the accumulus settings that asks for "Zoho status field name" have tried "status" and many forms of including the $(STATUS) convention. I am at a loss on how to integrate this field and it is crucial to Our implementation and workflow rules. any advice or help would be greatly appreciated,
PHP code example for fetching contact record by Email
Hi, I am after a simple example in PHP. I need to know how to fetch a contact record by Email and print out some standard fields like Contact Name, Phone? I checked the API and Examples in ZOHO documentation but they are not complete. Any help is much appreciated. Thanks, Sam
Tasks - Cancelled
On occasion a task is created, worked on, then cancelled or abandoned. While updating the Status field to 'Completed' removes the task from the Active lists, the descriptor is inaccurate. I have created another drop-down option called 'Cancelled' and would like to know how to code this option to automatically move the task from Open to Closed Activities. Thanks Felicity
URL Parameter tracking for Emails
Hi, I am trying to send email templates that I have created to Contacts. I want to know how to add url parameter tracking into the email templates. I do not want to create campaigns, I want to choose who to email from my Contact list. How do I update the url parameters to track these smaller groups of people I am emailing?
ZCRM Features on my Wishlist
As a long time ZCRM user I'd like to offer my sugestions for the next improvements for your product. In general, I think the development team needs to get back to basics. While I do appreciate the newer integration gadgets and features teh team seems to have left behind some very important basic functionality that needs to be improved. If you want to increase your user base I believe that you should focus on strengthening the core functionality first. Every user will use the basic features such as
Zoho CRM Feature Request
I understand that this is not currently a feature, but I'd like to post a request that the feature be added so you know there's demand for it: If possible, please add the ability to convert accounts back to leads. We operate in an industry where clients can be won and lost from year to year and we would not like to lose all the historical information associated with the accounts if they are lost, should we decide to pursue them in the future.
Winter time change
Dear team, Last Sunday, many countries (but USA) have switched to winter time. This means that these countries (including most of Europe) had their clocks adjusted to have one hour less. I have my CRM based on Mexico time. This country has also switched to winter time. However, this does not seem to be taken into account by your system: I am receiving my scheduled reports one hour earlier. I bet that same issue is arising for reminders. Could you please take a look and adjust? The planet is not centered
Formula Fields deducting a number of days from a given date
Hi I am sure that this can be achieved but I keep ending up with a syntax error. I have a contract end date which is manually entered or imported from a web form. I would like a formula field which simply calculates the contract end date minus 130 days. If it can be displayed as a date rather than a date/time even better. I already have a process that alerts the client via email but have the review date in an email on other followup correspondence will look very professional.
Google Calendar Sync Reminders change to crazy times
I have been using the Google Calendar sync feature and it is great, however, one thing that is really perplexing me is my reminders change to weird number such as 36 hours before the event, when I entered it at 30 minutes or 3 hours, etc. Is anyone else having this problem? I don't even know if it is due to Zoho or Google but I don't think I get the problem unless it is an event synced from Zoho to Google. A lot of reminders get switched to 6 hours for some reason, and sometimes 12.
Records missing from XML API Response
There appears to be an issue with some records missing from the XML API response. https://crm.zoho.com/crm/private/xml/Potentials/getRecords?authtoken=xxxxxxxxxxxxxx&scope=crmapi&selectColumns=Potentials(Potential%20Name,Job%20Code,Stage,Closing%20Date,Amount,Third%20Party%20Costs,Days%20Sold,Days%20Subcontracted,Potential%20Owner,Expected%20Revenue)&newFormat=2&fromIndex=1&toIndex=500 As you can see the only restriction being set is the number of records. I only get 201 returned, so it's no where
email settings: change reply to: for all support staff
We are moving to one email for all support questions. We want all staff to send replies via ZohoCRM using a specific reply:to email. How can I, as administrator, change all of my users reply:to email address in ZohoCRM? thank you Dennis
Lead Import failed
Friday and again this morning trying to import leads I get a message stating "File should not contain more than 95 rows" Using Zoho CRM free version 3404 leads currently + 8 accounts with 11 contacts (less than 5000 record limit) importing from excel worksheet (has been used to import more leads in the past 216 leads to add (increases total count to 3620 leads plus accounts and contacts but still less than 5000 limit) Why is Zoho limiting uploads to 95 rows?
Skype and Google Voice calling
Since I am doing a round of "dialing for dollars" today some of the phone-related functions are more noticeable today. I want to suggest some other features that I think would offer great usability improvement. Integration with SKYPE is a nice feature, but if someone does not have a Skype account you have to use Skype Out instead, and that can cost money. Google Voice is a free VOIP client that is gaining a lot of followers. I would like to see Zoho offer integration with Google Voice as well as
Problem to add comments
I'm having trouble adding comments to any function of Zoho Crm. Please if you could contact me and let me know what is the problem. Thank you.
Add custom fields or reset
Hello All, I just want to know if it is possible to add more than 10 custom fields. Actually it was possible few months ago (when I created my CRM I could create unlimited custom fields). So in some tabs I have created like 25 custom fields and now if I want to add one, it says : - This page allows you to add and edit the fields that can appear on the contact page. - You can add up to 10 Custom Fields. - If you delete a custom field, it will also delete the related data in the application Even
How to unsubscribe an account without changing the group?
Hi, i like to unsubscribe an account to create another one with different email. Can somebody tell me the steps? Thanks
Field Names Don't Match in Leads Form
In the Fields List the field is named "Last Name" (Screenshot 1: attached). In the Leads Layout it is also named "Last Name" (Screenshot 2: attached), however in the final leads form after the info has been entered and saved as a new lead, the "Last Name" field is now appearing as "Lead Name" (Screenshot 3: attached). This has caused some confusion amongst our sales team. Can you help rectify this? The "Last Name" field is not editable in the fields list so I'm not sure why it's converting to "Lead
Zoho & Skype calls
Does anyone know if I can automatically dial telephone numbers direct from Zoho using my Skype account? At the moment when I select a phone number from Zoho it opens my Skype screen but does not automatically dial or populate the Skype screen with the telephone number I clicked on so I have to copy and paste from Zoho manually. Any help would be greatly appreciated.
Associate a Contact with an email sent to a lead?
Is there a way to associate/link a Contact (or another Lead) to an email sent to a different lead? I know we can track the emails sent to a particular lead or contact, but if I wanted to associated a 3rd lead or contact to that particular email, is there a way to do so? An example of doing this is to associate a Contact with an introductory email to a particular Lead b/c that Contact made a referral or a suggestion. It would be nice to attach the Contact to that email, without including that Contact
Export contacts and leads of a certain campaign
I need to export all leads and contacts associated to a certain campaign, with their principal and secondary email addrsss: how can I do so?
Signing in through MS Outlook
Hi there, I can't sign in to ZoHo through MS Outlook using the Addin function. It keeps telling me to " please sepecify a valid email address and password. I have tried the following to fix this: 1) Uninstall and reinstall the app. 2) Changed password. 3) Used another laptop. It works then. I guess it's something in my laptop config. Any suggestions? Tim
different values in a pick list when from PC or from Cell
I must have made a mess with the Tasks Module. I have personalized the pick list: "Status" with 6 values, but 1. when I update the field for a task I find "Not started" repeated two times - from the pc and 2. from the iphone "Completed" isn't available, "Not started" is listed one only times (I made the reset to be clean). Can someone help me understand and fix this funny situation, please?
Changing of translation
Hello, our company uses Zoho CRM in russian, and we have a problem: the translation of standard field's name has changed 2 times by itself (tab "Potentials, mandatory field "Closing date"). What can be the reason of this? Is there a way to fix the translation?
Loosing info when changing plans
Hi I want to know whether or not is possible to buy for some months the Enterprise Edition and after that downgrade to the Standard one. Is there any info that got lost in this downgrade? Thanks
Extra storage
Hi, I have a question about the extra storage offering crm zoho. If added 512 mb per user (2 users), is 1024 mb total for the organization? That is, a user could use more than 512 mb? or limited to up to 512 mb? Thank you
Change the view of open and closed activities for a client
How can I change the view of open and closed activities for a client? The current view for Open Activities: Subject Activity Type Status Due Date Start DateTime End DateTime Owner Name Modified Time In this view, I may want to remove the field "End Date Time" and replace it with another attribute (field) from the client task. The current view for Closed Activities: Subject Activity Type Status Due Date Start DateTime End DateTime Call Start Time Owner Name Modified Time In this view, I may want to
Signing in to ZoHo through MS Outlook Add In
Apols if this has been done before. I can't sign in to ZoHO through the Add In function. It tells me " please specify a valid email and password. I have uninstalled the app twice, changed the password twice and still no good. My colleague has used my details on his lap top and signed in without a problem. I guess it must be my laptop and some conflict. Anyone got any ideas. Cheers Tim
Search Help
Trying to figure out how to search for Accounts who have a specific product. Should be easy but I can't find a way to do it.
Getting all the activities
Hi, There is an option to get the list of Events, Calls and Tasks belongs to a Contact. But it requires 3 separate calls. is there any way i can get all the activities in a single request? Thanks, Baskar.S
Can I have 3 free users and 1 Standard?
Can I have 3 free users and 1 Standard so I can have 4 users in the same CRM?
Customise the labels of Standard Fields
Hi, It would be really good if we could customise the labels on the standard fields particularly the address fields in Contacts and Accounts. The address fields aren't entirely suitable for all countries and if you use custom fields in the address section in order to get labels that are more relevant you lose the copy feature for duplicating the mailing/Billing address data in to the shipping/other address fields. Would this be possible? Regards, Gavin
Columns Displayed on Home Page
Hi, On the home page, in the customization mode, we have events and open tasks displayed. Is it possible to add a column into the sections for 'Related to'? This column is displayed under the activities module Many thanks,
Need to Understand the Account Module?
Please help me out to understand the account module, if possible any demo AVI is Available send us the link detail Regards, Vikram Kirtani
MANUAL
¿ Donde puedo conseguir el MANUAL DE USO en PDF?
Inventory Templates Disaster
I just signed up for the Professional level of CRM. The first thing I needed to do was modify the quote template. What a disaster. The html editor provided is very low quality. I never did figure out how to alter a table once it was placed. Finally, I took the code and modified it in a professional html editor and pasted it back in. The back and forth has taken a whole day and still there is a problem with two of the database fields populating. I am very, very disappointed in this functionality,
CRM Website Integration - Other than .com domain issue
Hello to all. I am integrating CRM with my website ContactUs page via form I created on CRM site (see below) and I do face strange problem here. When I simulate user sending contact via web site and I enter @xxx.com email, all fine and lead will show for for approval in CRM. However, when I enter eg. @xxx.de, or @xxx.cz email, no record is displayed in Approve Leads page. Anyone already faced the problem, please? I dont want to avoid approval of Contact forms, as I dont want to have mess in Lead
Company Screen too large for computer screen
Some of the company screens no longer fit within the computer screen, some do. Why is this happening and what can I do about it. I have to scroll to see the entire company screen.
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