Outlook Plugin. Another installation in progress.
HI, Trying to install Zoho Outlook plugin, but it's coming up a message that "Another installation in progress. You must complete the other installation before continuing this one". I've tried closing everything, restart and task manger but nothing else is installing, Any suggestions? Cheers Phil
Add emails to Zoho from Android
I'm finding I'm traveling more and more without having a laptop, and getting emails on my Android smartphone but not having (or knowing of) a way to connect those emails to my Zoho account like I can if I'm using Outlook. Is this possible?
Can not attach files
I am unable to attache a file. Here is the process: 1) Click on "Upload File" 2) Double click on "Drop files or add attachments here..." 3) Browse window opens. Browse to file then click Open 4) File name does not appear. 5) Attempt to upload anyway by clicking "Submit" 6) Get "No files to upload" error. I am using IE9 on Windows 7 x64.
integration zoho crm with zoho invoice
hello, how do I communicate zoho crm e zoho invoice with the key -Chiave ZSC (Zoho Service Communication)-? Thanks, Amodio
https://crm.zoho.com/crm/ShowEntityInfo.do?isload exported into a excel sheet or word document.
Any one Please. How do i export what i view in https://crm.zoho.com/crm/ShowEntityInfo.do?isload=true&module=Potentials&id=732797000000098196 into an l excel sheet or a word document. My mail id pdnagaraj@yahoo.com nagarajan@needstreet.com Plz help
Workflow Field Update / Custom Field
I have added a follow up date custom field that I would like updated on certain triggers. I cannot see my custom field in the dropdown list for the Field Update action. Am I missing something? How else would I be able to accomplish the below example? Example: Rule based on Create / Edit on Lead Status = No Answer Field Update -> Follow Up Date = Today + 1
Ron
We sell in varied medical markets. I need to separate leads in individual market segments. I have created labels but when I import it overwrites. How do I save each category?
lead information. add fields
Are you able to add new fields in the lead information section? is so how? Any response would be appreciated
ZOHO QUESTIONS BEFORE DECISION TO USE
Hi there, Currently I'm testing ZOHO CRM. I'm the owner of a Manufacturers Representative Company based in The Netherlands, active in the Marine Industry. Since years I've been looking for the right piece of CRM software, and now... it seems that I've found it. I'm testing out your "professional version currently, it looks great I must say! I've got some questions though, I'll list them down below and hope that you're able to answer these in the coming days. Many thanks in advance, Harmannus Timmer
CRM uploading documents to Accounts
Hi Zoho, I am trying to upload documents from my desktop to CRM Accounts. It gives me the option to choose my file, but will not upload the document. I have tried clearing cookies etc but the problem persists. Thanks, Ana
Header and footer in templates
How to set header and footer in Inventory template? I think there is no such options right now. But, I think it is very common problem of Zoho CRM users..
How to find the number of records you have?
The api methon getRecords only supports the maximum of 200 records to be fetched in one call, but how can I find out how many records I have in all? Seems a bit excessive to iterate through a list of getRecords in oder to find out
Can you convert multiple sales orders to one invoice?
Hi, I run a small garden maintenance firm and often invoice clients on a monthly basis for work I have done during the previous month. I want to be able to set up sales orders for each job I do and then combine them into a single invoice. Is this possible? Any ideas or help welcome. Thanks Ben
How to check for valid token
It is fairly easy to create a new token using the api https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=Zoho CRM Username or Email ID&PASSWORD=Your Zoho CRM Password But how can I check if I have a token, to see if is valid? If I call the above code every time I need a token, I just get a new token and before I know it, my list of active tokens is quite long. Surely not the best approach, so what is the best practice? Clearly I would like to re-use my token, but if it
CRM API searchRecords shows deleted records
Hi, I have discovered that the Zoho CRM API loads records that have been deleted in the CRM. Here is a screenshot showing the issue I am accessing the data using the following line of code in Zoho Creator: properties = zoho.crm.searchRecords("Products", ("(Project|=|" + input.project_name +")"));
Currency format in Inventory reports CRM
Hi, I'm struggling with the currency in the inventory templates in Zoho CRM My currency setting is set to Poland. The format I get is 1 354 zł, It supports 2 decimals but does not display them if I don't have cents in my value. I would need to display 1 354,00 zł instead 1 354 zł, Would you have a functionality which would allow me to set the currency format i need. That would apply to any standard fields using the currency type and not only to custom fields. Any formatting function that I could
Migrate Attachments
This is a listed option for migration from other crm systems. Why does it not work? Are there any posted directions for the migration of attachments on this forum site? I have not found any listings thus far.
I want to import only selected records into the database so as not to overwrite the entire database. Can I do that?
I want to import only selected records into the database so as not to overwrite the entire database. Can I do that?
Zoho CRM Solutions
We are using the Zoho CRM professional edition with a mail add on and zoho invoice. The Professional editions should have a feature where we can email the selected solutions to our customers / sales team in our desired format - PDF or word doc with one click. Currently we are required to download that in a pdf format and then email to desired contact. Same functions are required for potentials, reports etc. For zoho invoice - we had requested for the amount to be mentioned in words with estimates
Why is the account name not displaying in the activity report?
I am trying to create an Activity report to display all activities (Events) that has a subject that contains "Demo" and a Start DateTime of Tomorrow Onwards. The columns I am displaying are as follows: Subject; Start DateTime; End DateTime; Potential Name; Account Name; Company (from Leads); Activity Owner; Account Owner, Account Type and Stage (Potential). The Module I started with was Activities and also associated Leads, Potentials and Accounts. First I created an Account, then on that Account
case page layout
I have made changes to the Case page layout page and saved them but they are not reflected in the live Case page when I try to add a new case. Andrew
Cannot insert saved template into new email
Hi, 1. I went to Setup > Templates > Email Templates and created a new template for an email and I put it into both the Public Email folder and a new folder. 2. I then went to More > Emails > Compose new Email....and want to insert my saved HTML template into a new email. I tried clicking on Templates link on left - nothing showing. I tried Insert from top, and it says 'No Saved Template' Thanks for the help. Also, if it's easier, I could just paste my HTML directly into a new email, but cannot figure
How to search and replace all
I would like to search for all records that have an account ownership of X and replace the account owner on those records only with Y. Does anyone know how I can do this?
How to create a new contact from Cases
I'm finding it difficult to create a new contact from Cases. We are a service management company which caters to the B2C and B2B markets so we use Accounts for our biz customers and Contacts for our B2C customers. In case of a call for a new job from a new customer; I can create a new Account from Cases after lookup fails to find that customer in its list. Similarly in the "Related To" field lookup finds the Contact but one can't search and create a contact on the fly like once can create an account.
Convert/connect Zoho CRM, to Projects, and Invoicing
Is there a way to link each functionality so I don't have to ipload each piece/reenter contact info/etc? For example, once we closed a contact I have the option to convert it to a project. Then if I create an invoice in Zoho Invoice it can be uploaded into a project task. If not, I would LOVE for this feature to be added. It would save me a ton of time.
Account Permissions for different individuals (Companies)
Is is possible to Create an account and give access to only this account to individuals in the organization. (i.e. an employee can only see accounts they are assigned with their log on). For our organization an account is a company that we are doing business with and we would like them to have access to their account information without seeing any other accounts other than what they are assigned.
Move contacts to Potentials
Hi. Is there a way to move my Contacts to Potenitals? We have a lot of Contacts, but wan't to move a lot of them to the Potentials instead, but i can't firgure out how to do this in a smart way,
Issue in updating records
I am trying this code to update the record in leads. Using the ZSC key in authtoken. But I get this error "HTTP Response status code: 200 >> Time taken 5121 15-Feb-2013 16:37:58 org.apache.commons.httpclient.HttpMethodBase getResponseBody WARNING: Going to buffer response body of large or unknown size. Using getResponseBodyAsStream instead is recommended. postResp=======><response><error><code>4600</code><message>Unable to process your request. Please verify whether you have entered proper method
Intergration with Appointment Software for Reports
If I have a programmer tie my appointment-plus.com data into my zoho crm using your API, would this allow me to run reports? Also, do you have programmers on staff that I can have do this for a fee? Thanks, Curtis
Upload File via CRM API
I'm using a multi-part POST message to try and get a file attached to a specific record but getting an error. What is the precise HTTP format needed to get a file uploaded and attached to a record with a filename? The documentation refers to &content=<file stream> in what appears to be the url and the sample Java code shows a multipart example. Can you post the specific header and body formats needed. Thanks.
Customize Columns
Hi, Can we customize the columns in list of potentials page? E.g I may like to see the last updated date along with owner of a potential. I may like to do similar things for other pages such as Leads, Contacts, Accounts etc. Let me know. Regards, Vikas
Is it possible to syncronize soho cmr with google calendar (gmail account)
I'm not using the google's apps version. just simple gmail account! is it possible to sync the calendar for tasks?
Remove dots from large numbers
Hi, I've created a custom field for the vat number of my customers, Ex . vat number is 593693365, when I list the customers accounts, the vat number appears like this 593.693.365, how do I remove the dots in the large numbers, Thank's
Adding pictures business cards in the product tab
I like the new feature added to the leads & contacts (business card pictures) but it got me thinking. It would be nice feature if we could add a picture of each product to the business card in each record, 1 step further would be to let us use that uploaded picture in the list view. Also is it possible to add pictures to the potentials tab?
Purcahse Orders Setup/Template
Purchase Orders The setup is wrong as it shows "BILLING INFO" and "SHIPPING INFO". If you're creating a PO, then the BILL TO in the template should be titled as VENDOR. Then it pull all the address information under the 'chosen' vendor. SHIPPING INFO should be replaced withe the Organization Info - as the recipient of the order. Again, it pulls the address information under the Organization profile. Another suggestion will be to add the BILLING and SHIPPING INFO in the Organization profile.
Auto Population of field value from one object's to the other object's field
Hi. I have created a custom field called "Contact Email" in Potentials object. I need to auto populate this field value based on the "Contact Name" lookup value in the same object. The "Contact Email" in Potentials should get the value of the email of corresponding Contact Name from Contacts object. Is it possible using webhooks?
Mandatory Field doesn't work
Hi, A while ago I asked how was possible that sales people can save a record with a mandatory field without a selection? I got a call from your team, but they didn't find an answer. Daniel (one of your team member) said, that you were working on it, and that was 3 months ago, but is still happening. Could you please help me with this? Regards, Scott
In Setup > Apps & Add-on > Google Apps link I see empty tab
Hi all, As explained in HELP section I go to Setup > Apps & Add-on > Google Apps link but I reach there and see an empty tab. Any Ideas ? Thanks for advance !
Can you convert multiple sales orders to one invoice?
Hi all, I run a small garden maintenance firm and invoice some clients on a monthly basis. I have set up Sales Orders as jobs for the client and want to raise one invoice for all these jobs at the end of the month. Is this possible or does anyone have any solutions if not built in to ZOHO? Cheers Ben
Trying to eliminate a user in a trial account before upgrading to professional
Good Morning, We have a trial version and wish to upgrade to professional. However, the first email that was entered is not associated with a user, it is just a company account. I have tried to delete it, leaving my own account, without success. What am I doing wrong? Thank you, Molly
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