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I can use their invoicing system & CRM and officially have my entire life really like how they did their website. Really clean and simple and they have the draggable box showing off their drag and drop website creation. Very smart and creative used many products from Zoho. I think they lack the class. The artistic and engineering excellence that nextbuying has is far superior than Zoho. have been a big fan of Sridhar Vembu, after learning how he took time to grow his company - the dotcom bust
Create default contact from Company profile field
Dear ZohoSupport As I know there is possibility to copy field to field from one module to another for all database Is it possible to use that option to create default contact for each company (one time only) copy from the Company details Phone web site billing Country billing ZIP billing Address Custom field description
Map Dependency Fields for 200 sub fieds
Hello, I have dependency fields like 1) City (2 cityes) 2) CityRegion (20 rows) 3) CitySubRegion (200 rows, about 10-20 per CITyRegion ) 1) ZIP code (1000 rows, about 1000 per city) 2) Sales territory (parent - ZIP, one territory should include 5-10 ZIP codes automatically) After import Database from excel I find that MAP DEPENDENCY tool in ZOHO shows very small frames not possible to manage mentioned above FIELD DEPENDENCY. Is there possibility to help me how to solve this issue?
Russian invoices in ZOHO CRM
Hello, I need to make standard type of documents in ZOHO which are differ from ZOHO standard, 1) invoice 2) shipping docs Where could I find some manuals or customized solutions for that purpose?
reporting
when I close a deal, I 'convert' them from lead to 'potential'. I would like to see a graph representation of how many leads I convert a month. Can someone help me do that?
Get contacts of a campaign using getRelatedRecords method does not work anymore
Hi, I use the following method to get list of contacts from a campaign but it does not work anymore since a few days ago (no changes on my code): https://crm.zoho.com/crm/private/xml/Contacts/getRelatedRecords?newFormat=1&fromIndex=1&toIndex=200&sortColumnString=lastModifiedTime&authtoken=<token>&scope=crmapi&parentModule=Campaigns&id=75962000001361001 It now returns the following XML: <response uri="/crm/private/xml/Contacts/getRelatedRecords"> <result> <Contacts>null</Contacts> </result> </response>
Share ownership of a prospect
Hello, I need to share ownership of a prospect among users of CRM, is this possible? Best regards,
Can you use getSearchRecords to get ids greater then?
https://crm.zoho.com/crm/private/xml/Leads/getSearchRecords?authtoken=Auth Token&scope=crmapi&newFormat=1&selectColumns=All&searchCondition=(LEADID|>|12346789) Should this work? I'm getting this response: {"response": {"uri":"/crm/private/json/Leads/getSearchRecords","error": {"code":4832,"message":"Invalid parameter value"}}}
Zoho Mail integration into CRM
Hello, I am a new user to Zoho CRM and Zoho Mail. Recently I sent out a mass email to all of my leads. When some of these leads responded I expected the responses to also appear in the email category of that particular lead. This didn't happen their response only came to my email. Will this not automatically happen? I want to keep all correspondence between leads/contacts/accounts in their respective places, how can I do this? Please help!!
Need help about getSearchRecords method
Hello I have added a custom field to accounts table named as "assigned franchisee".I need to fetch records from accounts that have a value in "assigned franchisee" field (assigned franchisee is not empty). I have written the following method and it seems to work correctly but due to there is no way to get the number of the records with this specified condition I am not sure about the correction functionality of this code, Please guide me and check it and tell me if this is right. I highlighted the
Attn. API Users: Authentication Token introduced
Until now, the Zoho CRM Developer API Implementation required the API Key and Ticket to be used in all API calls. You also had to regenerate the API ticket once in 7 days and replace the new ticket in all your API calls. For all existing Zoho CRM API users, we have good news. You do not have to regenerate your Ticket every 7 days! We have changed the implementation of our Developer API, and we now support the Authentication Token for all API calls. This token will become invalid ONLY if you choose
Activity Tab - Request to add Account info associated with contact
I would love it if ZOHO CRM add the account that the contact is associated with when looking at the list of open activities in the Activities tab. Right now we can only see the contact in the Activities tab and its extremely helpful to know which account they are associated with to help organize the task priority. Thank you. Boris
How to create Accounts with Campaign lookup on CRM through API
I post this XML but cannot relate the account with the campaign(id=12802000000056065). Is the any mistake? <Accounts><row no=\"1\"><FL val=\"Account Name\">new_company</FL><FL val=\"SEID\">12802000000056065</FL><FL val=\"SEMODULE\">Campaigns</FL></row></Accounts> Account is successfully created but it is not related with the campaign. Could someone please help me. Thanks, in advance.
Bounces || Campaigns
Hi, Please see the attached screenshots of one page. Can someone please explain to me why these contacts bounced-ie why are they on this list? AND How can we sync them from CRM so that they don't bounce? Two of the contacts (Joanni Sherriff and Denzel Jacobs) profiles on campaigns were manually updated. Yet, they are also on the bounced list. We have not reached our sync limit, and still have syncs available for the rest of the day and month. Kind regards, Ninke
Not seeing custom field option in customization screen.
I am trying to add some custom fields to my potential page but do not see the add custom field button. Any ideas where I am going wrong? I am the only user right now and appear to be logged in as the administrator. Thanks
Double Names under leads
IF I want to create a view for the state of OHIO for my leads, it get double the name in the lead list
View Account Name When Adding Contacts to Campaign
I created a new campaign. I'm trying to go through my contacts and add those who are appropriate to this campaign. It is difficult to determine who should be added because the list of contacts does not display the Account Name. How can I have the Account Name displayed alongside the contact when adding to the campaign? Screenshot attached
Description info disapears when converted from leads to an oppportunity
We had a detailed decription in Leads. When we converted Lead to an Oppurtunity, the information in the description field disappeared. Is it possible to recover? Thanks.
Auto populate List Price
We are trying to enter products in quotes and invoices whereby the user cannot change the price of a product, manually or by selecting a list price. Can one select a product and have the field List Price be automatically entered by the system without the user's input? We want to secure this field so users cannot change or alter the prices once a product is created/selected. I haven't been able to find my way around this. Any ideas? Thanks for your help.
Can i edit an attached document in Zoho docs directly from the contact card?
...without going through the document module? Ive attached spreadsheets and docx files to some of my contacts and it would be of tremendous help to be able to accss the editmode of the documents without leaving my contact to go to zoho docs for edit- is there any way to do this?
Open attachment in Google Drive/Docs
Would you please add a new option when open a attachment - "Open in Google Drive/Docs"
XSD For Zoho CRM API
Hi, We are planning to integrate ZOHO CRM with our Product using REST API. Our requirements are below. 1) Getting all the Report and Views names, ids along with the corresponding Report Folder names ( Salesforce CRM has report Folder concept and Microsoft CRM have View concept. Zoho has both of these flavors( Report Folder and View )) 2) Getting all the records belongs to the report or view 3) Getting all the details of a record ( Contact, Lead, Cases, .... ) 4) Getting all the activity history
Possibility for making a url list from any custom fields related to each contact?
I would like to have a list of related websites to each of my accounts/contacts displayed on each of the contact cards- (not the add link function ion the far right of the screen) but i cant find any custom fields that can fit the way id like it to: the url just displayes the whole url (id like to just use an ahref for a shorter version of the name) and pick-lists have an url option- is there any idea how to do this? I thought about making a simple html list with links- is this possible to display
Invalid ticket id received when inserting records
Hello everyone, I'm getting an error code 4834 when trying to insert Contacts with the insertRecords method. I'm sure that the authToken I'm using is correct, since I'm able to getRecords correctly. I'm using PHP, here is the POST parameters I send: $params = array( "authToken" => $authtoken, "scope" => "crmapi", "xmlData" => $xmlData, "newFormat" => "1", "duplicateCheck" => "1", "version" => "4"$xmlData is an XML string that I form with this function: function XMLfy($data,
Zoho CRM Presupuestos personales
¿Existe alguna herramienta en Zoho CRM en la cual puedas establecer un presupuesto para cada uno de tus vendedores? Y así, puedas sacar métricas y análisis de sus ventas contra su presupuesto establecido. Porque, está la herramienta de Pronósticos, pero por lo que entiendo esa te saca un pronóstico de tus ventas futuras basadas en tus ventas que has hecho, no puedes hacerlo así con cada uno de tus vendedores, son pronósticos de la empresa en general ¿O me equivoco? Muchas Gracias
Track customers by product sold and date?
I need software to schedule follow-up contacts with customers who have purchased a given product. When a customer buys a given product, I need to schedule maintenance calls and routine service work as needed for that particular product. So I need to combine product information and customer information to set up this system. How would Zoho software handle this kind of set up? If Zoho would not handle this well, can you recommend a software service that would? Thank you. -Ed
Different rates for different types of users?
Dear, is it possible to have a non-paying account for Zoho CRM as not being a commercial profile in our firm, but rather administrative. My work is limited to updating and inputting client data. Or are there different rates? Our company has 4 paying accounts for the moment. Many thanks in advance for your reply. Kind regards, Katrien
Workflow criterias are not real criterias?
Dear Zoho CRM Team, After some discussions with you in requests i sent, i want to discuss your workflow rules and their criterias. When i was creating my rules i though your criterias worked the same way they work in other software: they are calculated during execution and based on the result rule will run or will not run. However i was told they would run only when criterias are changed from false to true and that's very strange. Let me explain: 1. Usually criterias are something like mathematical
ZOHO Campaigns - how do I export so I can send direct mail postcards from Vistaprint
How do I export the mailing addresses from a ZOHO Campaign so I can send an Excel spreadsheet to our direct mail company? I don't want to use the Sheet since it does not export thousands of contacts. What is the best way to export those contacts? Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
ZOHO Campaigns || Segments within a mailing list
Hi, We have created segments in our mailing list. When adding a contact manually, it only gives you the option to add the contact to a mailing list - but not a segment within that mailing list. Is there any way that we can add a contact to a segment? I look forward to hearing from you. Kind regards, Ninke
Demoting A Contact
Is there a way to demote a Contact and make them a Lead again?
User accidentally created a CRM company
I was attempting to add a user to our existing company CRM. It was already past the 7 day email invite period. The user instead clicked create company and is not locked to that new company. How can that user disassociate from that new profile and be added to ours. I tried searching the forums and got lost in the results.
NAVIGATION PROBLEMS Next and previous arrow keys dissapear - Have to go back to MAIN LIST - NEED SOLUTION!
1. In the LEADS section - The Next and Previous Arrows are NOT working (Browser: IE 10 and GOOGLE CHROME and others) Example: After you go to a contact and edit contact information - you then save and try to advance to the next record. The first time the arrow keys will work to forward to the next contact - when you edit that next contact and save then try to advance to the next contact record, THE NEXT AND PREVIOUS Arrows are GONE. YES, THEY DISSAPEAR and are GONE - This causes all my reps to have
Is there any API methods to delete the authentication tokens in Zoho
Hi, I have a requirement to delete all the created authentication tokens in zoho , is there any API method to meet this requirement , if so please assist me in this case. Thanks, Venkat.
E-Mail reminder for all tasks
Is it possible to set up a mass update for all my tasks so that I get e-mail reminders? Thanks
Sales Orders
Hi! I would to know if it is possible to integrate my existing sales order form to my zoho crm? With the same design format.
Export certain contacts in CSV
Hello, I wwould like to be able to export 100 or 200 contacts as a CSV file. I used to be able to do it but I cant seem to find that function anymore. Randy
Send Alerts when the sales order is delivered
Hi, I wanto to make an automated rule so the account of an existing sales order would receive an email (created on email template) when the status on the sales order is changed to DELIVERED. But when i try to make this rule on the Actions part of the Rule it does not give me the option to send to the actual contact, just the account owner or account creator. What am i doing wrong?
What's the maximum number of user-defined fields that I can create for all modules?
What's the maximum number of user-defined fields that I can create for all modules?
Need formula help
Can someone give me the function for multiplication of 2 fields and then a % to determine potential commission? Fields: Nights. This is a formula field where I have configured the number of nights a guest is staying based on their check in and check out dates they have selected. Nightly budget. This is a currency field . I would like to multiply the Nights * Nightly budget then *15%. Thanks!
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