How do i change the domine?
I need to change the domine that i use to have in SOHOCRM and SOHOPROJECTS for a new one. how I can do that??
How do I restore account to it's orignal version?
Hello, I had made some modifications to my CRM but would like to restore it to the original version. How do I do that? Thanks!
Linking Solutions to Cases
Is there any way to link Solutions to Cases? Are there any plans to add additional functionality around this feature? When would they be available? Thank you.
All Accounts
My colleague and I have the same permissions but when I view "All Accounts" I do not see what she sees. Her view shows all while mine is showing "Recently Created Accounts" even though my heading says "ALL!" !! Please help.
Perl insertRecords error 4600
I am trying to add a lead to CRM but I get this error: 4600 Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter. My code: #!/usr/bin/perl use Data::Dumper; use LWP::UserAgent; use HTTP::Request; use URI::Escape; use strict; use warnings; use CGI::Carp qw(fatalsToBrowser); my $authtoken = '________________________________'; my $url = "https://crm.zoho.com/crm/private/xml/Leads/insertRecords?newFormat=1&authtoken=${authtoken}&scope=crmapi";
Zoho and cURL in PHP, unable to communicate with server
Hello, I am currently trying to use Zoho API to send some leads via "insertRecord" but my code won't work. I have tried all solutions I could find on internet, I have used 5 differents type of cUrl call (even the one in Zoho API) but nothing happened when I try to launch my request. Here is my XML $xml = "<?xml version='1.0' encoding='UTF-8'?>"; $xml .=' <Leads> <row no="1"> <FL val="SMOWNERID">'.$ID.'</FL> <FL val="Company">Your Company</FL>
broken css in task view
Hi, when we edit a task the css seems to be broken when you use 2-column view and a multi select field is on the right side. Browser: Chrome, Firefox (latest).
Downgrading and Billing
Hi, I am a Yearly subscription users with 10 users of Zoho CRM. The total fees for the 10 users have been paid for upfront. After using for 3 months we need to downgrade it to 5 users as our number of users has reduced. Question: How do we get a pro-rated refund as we are no longer using the 5 users for 9 months (12 - 3)? I have sent an enquiry on this to support@zohocrm.com since 7th June 2013 and have not gotten a reply till today.
Attach PDF from Google Docs | Unable to process your request
Just wanted to report an error: When attaching a PDF from google docs I receive Unable to process your request.
email template to prospects
Is it possible to create a series of emails to automatically go out to a prospect? When I come across someone that I would like to do business with I would like to enter their name into the system and have it automatically send a series of a few emails (over a period of a couple of weeks) to this prospect. The emails aren't trying to sell them anything, just trying to connect with them and schedule a time to talk etc. Is this possible within Zoho? Thanks,
Decimal places not saving
In crm I have set potential decimal points to 0, but it refuses to display this status in potential reports
Moving a name from "Contacts" to "Accounts" or Clients
I want to shift names out of the contacts module into something that designates them in project, accounts or clients. How do I do this??
Seach Condition blank/null
I have a custom drop down field, How do you search for a value that as not been picked? IE searchCondition=(custfield|=|NULL)
Edit Criteria Time Settings
Hi, I was just trying to run a filter on Zoho to only search bills with a due date of the current month. Unfortunately Zoho only allows you to select 'Date' is 'Today' instead of 'this month' or current month. I could select the Date to show between a certain time frame which would return the results we want but then we would have to update those views every single month with different date criteria. If it would just show 'current mont' or 'this month' then the view would work indefinitely. Thanks
Potential Sale - Unable to enter dollar amount
There appears to be an intermittent bug when entering the potential sale dollar amount in the "Amount" field. Sometimes we are not able to enter an amount in this field. If we log out and then sign back in it seems to clear up. Please advise if this is a bug and when it will be corrected. Thank you very much
Partnership workflow advice needed
Hey Guys, We often pitch projects to our partners clients, where I have to both pitch our partner on the idea as well as then pitch to the client directly in partnership with them. I'm struggling with how to represent this in our workflow. Should I enter the end client as the opportunity/lead, or our partner? I've added "partner" as a lead source option, but I really need to know which partner specifically. I've added a partner dropdown to select the partner, but it's a pain to maintain that partner
Not all users can see contacts. How do I enable all
Not all users can see contacts. How do I enable all
Search CRM module records using conditions based on modified time(using CRM API in creator)????
Hi , 1) I need to get the latest modified records from the leads and contacts modules in my zoho creator application. I am able to get the required records using the CRM API (If i dnt make use of zoho creator). But i am not able to get them using zoho creator when a condition is specified based on modified time. Plz suggest me a way to do this.... 2) Is it possible to generate CRM authentication token in zoho creator without having the user to enter password??? Plz provide me with some useful links
Problem on Modification of a prospect sheet
Hello, I have a problem since this afternoon. When I view a prospect sheet in the "description" tab, no change is possible, and when I try to change then I click save, I get the following on a pop up error message: "error: null ". I tried to restart, but to no avail, this still does not work. Thanks in advance for your help Best regards
20 min wait and no help!
Called sales to find out how much it costs to increase email to limit of 2250 per day and waited 20 min with no HELP! I also setup a chat to get this simple answer and was referred to sales@zoho.com This is something that should be POSTED!
urgent-Error:null in custom text box (CRM)
I have used this box repeatedly using the same text I copy and paste in each time. Today I'm getting the same error - Error:null everytime I try to use.
why when i am changing description of a lead does it say error: null
When changing the description on crm of a lead it comes up with error:null It hasn't done this before?
Problemas - Salvar Campo
Bom dia. Ao tentar Salvar qualquer informação no campo Observações o sistema acusa Erro:Null (conforme documento anexo). Gostaria de uma ajuda de vocês para resolver o problema. Atenciosamente. Francisco Duarte
Problems with "Error:null"
Hi We got problems within the descriptionsfield today. It worked fine until just now where we all got the "Error:null" message when trying to update the descriptionfields. Is this a known problem, and do you know when it will be solved?
Still incurring recurring charge after downgade to free edition
05/14/2013 I downgraded to the CRM Free Edition. Order Number: 792202000000119001 User: lbrmd1 Email: ggms.1361@gmail.com I would like a refund for the renewal charge 06/06/2013, order number: 792202000000120001 Why did this happen, and can you prevent it from happening again? Thank you
Map lookup for address fields
Anyone know if there's a way to facilitate clicking on an address field and have it perform a lookup to Google Maps, or any other mapping service?
Dashboard Components Not Displaying
Is anyone else having display issues with Dashboard Components. When I or any of our users go to a Dashboard, not all of the graphic images in the defined Components display. The issue is random. Hitting F5 forces the page to reload and the results will be different, but not all of the Components are displaying. Anyone else seeing this problem? Thanks.
What is the related list and where is it? It is very unclear.
Hello, Please tell me which part is named as Related list or were this is located in CRM? This is very unclear, I spent whole an hour for looking for to understand it. BR Zorge
share details of an activity (event or call)
I often want to share my notes about an event / phonecall with someone else. Now I have to copy past or print it out to pdf to share it. Couldn't you make an opion to share the details of the activity with someone else by e-mail, be it user or non user of Zoho?
customize templates
It is possible in a template displaying a field only if it has content??
How get contact address auto into a quote?
Hi, Is there a way to automatically add the contact address to the quote automatically when creating one? Thanks.
How to get the highest record id from zoho crm
Hi, I am using a getRecordById method in C#.How to get the highest record Id from zoho crm
Unable to use an email template in 'Calls' section to email to a Contact or in relation to Call as an activity
Hi I created an email template as I wanted to email details of the telephone call to a contact. I went into email template, Calls, found the data I was looking for such as Call Start Time, Call Purpose, Subject, Description etc. Unfortunately I don't seem to be able to do anything with this as I cannot access the template from within Contacts or access the email of the contact or account from within Activities/Calls. Any advice on training issue or is this broken? Thanks Maxine maxine@maxxy.co.uk
Formula Not Working In Zoho CRM
I created a formula for my marketing campaign that calculate conversion rates but for what ever reason it will not update the field (conversion rate) and just show up as blank. Here's the formula. num sent / actual reps one = conversion rate
Project profitability
We currently use Zoho CRM and we are looking to see if the Zoho suite of products will help us with our project management requirements too. we are a contracting company doing architectural metal work. we have some of our own products that require stock. our ideal is to have one system that does CRM, Project management, & Production management. we need to be able to pull off a report on any project at any time and see what it has cost us to date in time spent, inventory used, and supplies ordered.
Invoice ET CRM
Bonjour, J'aimerai savoir comment je peux faire pour lier mon Zoho invoice a mon éventuel Zoho CRM. car j'ai l'impression que ces deux applications ont des fonctions identiques. Merci pour votre aide.
A simple solution for a proper business please
Hi, I would like to be able to print out a document for my site engineers that shows the case and the customers full details etc. It would be even great if it showed pass cases. I tried to create a report but I cannot find away of only showing one contact or account. I am sure there is an answer as we cannot be the only company trying to use zoho in a face to face business.
Allow Pulse to track changes in Quotes, Sales Orders and Invoices
I would like the Pulse feature to track sales orders, quotes, and invoices by subject line. As a manager, the subject line is usually a project and this would allow for quick status updates without having to open each individual module. Also, I would like pulse to provide updates on any quotes, sales orders or invoices created for a contact or account. This would allow the sales staff to get a quick history and track if any orders were submitted by a new client and whether the goods and services
Multiple users with 1 email address
We have 3 people accessing the same email address. Can we set up 3 users and use the 1 email address to send & receive emails?
Automation Rules in Cases
Zoho, I'm trying to write a rule for Cases that sends out a notification when the Comments field is updated. I'm able to set the Field update portion of the Rule perfectly. Unfortunately, under Rule Criteria, the "Comments" field is unavailable in the drop-down. Please make the "Comments" field from Cases available under Rule Criteria, so we can specify who receives notifications.
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