Fetch all users having some sales order.
Hi, I am trying to fetch all the users having sales order. How to do that? I have tried by the following URL: https://crm.zoho.com/crm/private/json/SalesOrders/getSearchRecords?authtoken=auth key&newFormat=1&selectColumns=All&searchCondition=(Status|contains|*Waiting On Payment*) Thanks in advance.
Notes in Contacts Auto Time Stamp
I wanted to know if there is a way to edit the time stamp when entering information to the Note section of a contact?? I want to go through and log say my last five calls but it will auto date stamp them as the date entered. If anyone could help with this it would be much appreciated. Thanks, Brett
Printer driver for CRM
It would be great to have a print driver so we could print a document directly into the clients file in CRM. For example: I have a document from another system, I could pick print and then pick CRM print driver, it opens the CRM you can search for the client file then print direcly into their file and it shows up as an attachment. This would be a great feature! Thanks!
Related fields in Campaigns do not stay sorted
In the campaigns where you can add your Leads & Contacts (Why NO Accounts????) the default sorting does not make sense. When i choose to sort by Company Name, it always looses this sorting. Can we change the default sort in the campaigns Leads & Contacts?
Can I get a free trial of the smart phone app for demonstation purposes?
I am going to do a presentation on zoho crm to the MD at my company. I want to show off to him the benefits of the zoho CRM programme in all its entirety, and to do so would like to make use of the app, to demonstrate it on the go. I had gained access to the app for about a week or so, but then was denied access - probably due to only being on the free version. I am demonstrating the benefits of the CRM to my MD through the use of the free version- we are only likely to pay for the upgrade if the
Custom Fields
Can you create custom fields in the FREE version of Zoho CRM?
Error message when accessing the CRM calendar
When I click on the calendar icon in the top bar (next to the Search box), the calendar for the current month drops down. But when I go to click on an individual date within that month, I get this error message: You do not have permission to view this component as corresponding module has been disabled in your profile settings (or) in Organize Tabs Any idea why this is happening and how to fix it? Is there a better way to access the CRM calendar?
Hay algún Manual de usuario para Zoho CRM??
Está es una aplicación que se utiliza a nivel mundial con distintos usuario y clientes, y creo que es necesario tener un manual de como utilizar en su máxima expresión el software. Si alguien sabe o conoce de uno, favor indicar. Atento a sus comentarios. Saludos.-
Most of my work is with residential customers ...
Zoho insists on assigning a company/account to a sales order. But many of our projects deal with the customer directly, and there is no "company" involved. How can we remove the mandatory "account" field so we can create a sales order directly with a residential customer?
Does Zoho work with both Macs and PCs?
Thanks for your help.
Not any toolbar/menu in Outlook 2003 after installing plug-in
Hello I am checking ZOHO Free CRM and I have downloaded and installed the Plug-in for MS Outlook 2003. It seem everything is OK and the plug-in icon appears in Control Panel (Add-remove programs) but anything is added in Outlook, nor toolbar nor menu or new icon. After checking similar issues in the Forum and other ideas on the web, I have tried to add COM in Outlook 2003 (Tools->Options, Other tab->Advanced options->COM) but ZOHO plug-in is not shown in the combo list and it is not possible to
Change
Hi there, is it possible to change the columns shown in the search result when adding a product to contact/ adding a product to an account? In our CRM we do not use the fields "product code" and "unit price". /Bo Thygesen
How do you put leads in sub categories?
I would like to move leads into different categories, i.e.: Left Message for Owner or Not Interested at this time. Where can I set this up?
Create rows (product detail) in quote or salesorders
Hello, do you have an example to create a row of detail for a quote or salesorder ? thanks
Sending emails from events
Can someone tell me how to send emails from Events? I can create a template for Potentials and send it from the Potential; however when I create a template for an Event there is no place to send the email from the Event page. Thank you! Andrew
My contacts Facebook account does not show up in the facebook search.
I have confirmed my contact's facebook account name, yet when I click on the FB link under my Contact pic and type their facebook account name, exactly as it is shown in facebook, their name does not show up in the list. Yet, when I put my own facebook acct. name in the search - it works. How can I get to my contact's facebook page to create the link? Thanks, Mel
Viewing Another Users Information
I am managing multiple sales people and would like to be able to look at their information in Zoho. How would I go about doing that?
linking multiple quotes and accounts to a potential
my setup/workflow: - i'm a mortgage banker and i take loan requests from borrowers and send them to lenders who then provide loan quotes - i have borrowers and lenders set up as account types - my potentials tab is renamed loan, and there is a new one set up for every loan request. my questions: - for each potential on my loan tab how do i track which lender account each loan request was sent to? - under the potential detail view i'd like to see a list of all lender accounts that have been sent the
Shortcomings in current workflow implementation - Possibilities for automation are very limited
Dear Zoho-team, we are currently experiencing trouble in setting up automatic workflows within Zoho. In particular, we identified the following shortcomings: Workflows do not work when field updates are triggered through external Systems (API). Workflows do not work when field updates are triggered through an Workflow Workflows do not work when field updates are based on the functionality “mass data editing” A simple example: We ask a customer for specific documents. When the customer does not
Call Back List field/report/view/app?
Hi, I'm looking for a way to create a field/report/view/app to provide a quick way of seeing the Potentials that aren't Closed Won and who have a Last Modified date of X e.g. 30 days +, 60 days +, 90 days +, 120 + etc. This way we can see which customers need following up in order of importance, with the longest being the most important. In case you're wondering, our business is such that an Potential can sometimes take up to 3 years to close from the initial lead. But their enquiries can easily
Notes for Leads, Contacts, Opps, ....
Hi, would it be possible to see all notes nevertheless if it is a Lead, Contact, Opp,... so independent from Lead, Contact, Opp,... AND would it be customizable (in the user preferences?) to see my notes always ALL and MAXIMIZED. I work very frequently "every minute" with notes. I have to click always on MORE and I have to click on "read more". Always ALL and MAXIMIZED woudl be great!!! This would help me a lot for my work. Thank you! Philippe
Urgent: Due Date: Set Date --> Error: Null
I cannot set anymore dates in tasks. Error: Null. Please help! PS: I use Firefox.
Status for tasks
Is there a way to determine when the exact date of when a status was moved to complete? Right now Zoho can track when it was last updated, but that might not be accurate if the user went in to correct spelling or add a file to the task.
Can Zoho CRM integrate with both a 1)WordPress site (like StudioPress) and 2)Evite (or something that functions like Evite)
I am interested in having a WordPress site (will probably use a StudioPress Genesis template) configured to my Zoho CRM. I also want the Site and CRM to be integrated with the functionality of an Evite.com (or something similiar to Evite: http://www.similarsitesearch.com/alternatives-to/evite.com ) . Can these three be effectively integrated together? I would prefer to do without API's if that were possible. I am looking for someone who can configure and integrate these three with as little custom
Report or Display On ToDo
I have a custom field in the account form that says renewal due which is a date, what I need to do is to report / display all the account that are due for renewal in the current month, Any ideas how I can do this? Ideally I would like to have it in a container on the welcome page, or as a task? Thanks
In Need of Developer to extend Zoho CRM API
Hello, We are a Zoho reseller and are in need of a developer to extend the API and integrate with other products for two seperate clients. Please get back to me with your contact information if you are interested.
Allow Users to have multiple e-mail addresses
During the 4+ years I have been a ZCRM user I have been frustrated by the inability to fit the ZCRM system of reminders, notifications and alerts into my productivity methodology. THE PROBLEM ZCRM does a poor job providing true synchronization of calendars and reminders with third party software. The Android App does not provide notifications when in the background. For today's mobile professional this is a big problem. Almost all productivity experts will tell you that the best way to ensure that
Grouping by month then quarter then year
I love your product and will even more once I learn a couple of techniques. I am trying your product initially for a small group of my sales team and would like to roll it out across the whole company. In reports I really want to show results based on
Invoice/Purchase Order doesn't display 'Total Quantity'
Hi, How do I show the 'Total Qunatity' in an Invoice or when I export to PDF? I tried Invoices.Total Quantity, Invoices.Total Qty etc., but doesn't show. This bug is really annoying that like Sum-of-amount there should be a Sum-of-Quantity? This creates lots of problems in real life as there is not even a work around.
How do I sort Leads list by last name first?
How do I sort Leads list by last name first?
Hi, Please Is it possible to customize the Zoho CRM gadget for Gmail ?
Hi, Please Is it possible to customize the Zoho CRM gadget for Gmail ?
Microsoft Office Plugin
I read last fall (can't remember where) that the the MS Office Plugin was going to be phased out at the end of 2012, but I see it's still available for subscription. Was this news item incorrect? Thanks Lindsay Garrison
How do I get the Title column under contacts in the Account module
How do I get a Title Column to appear here? This is the Contacts section in the Accounts module.
android phone stopped working
I can no longer access my account from my phone. It was working fine, but I now get a message that I'm not authorized & to contact my administrator (which is me!) How do I correct? Thanks
username change
Is there anyway to change the username after creating an account so the email isnt part of the log in example: can i change lakers@yahoo.com to login just as lakers I already have an administrator account and I am trying to create a few user names that are linked to do that acct and i don't want the full email address as a log in. So can it be changed?
How to get statistics out of Zoho in an easy way?
Hi everyone, Pretty simple question here. How can i derive statistics form Zoho such as; total coldcalls, number of meetings resulted by coldcalls, number of meetings resulted in trails and finally how many trials resulted in subscription of our products. Any good advice here let me know pretty straight forward!
Add the possibility to have sections be shown or hidden depending on the status of a check-box. (On contact and lead record)
Hi, We are selling different lines of product to resellers, depending on what lines of products they are buying from us we are in need to record different information. It would be handy to have a function that allows a "Check box" that is checked trigger a new section to come up for that contact. Sections are shown or hidden depending on the status of a checkbox that is located on the contacts record. So if the reseller is selling bikes that checkbox is checked and a section in shown on the record
Earliest date (Formula)
Hello Please advise a formula that will return the earliest date from an array of 4 dates?
Screen Cap - How do you import this spreadsheet - Multiple contacts into a single account name
For the life of me, I can't get this to work.
Negative Number Appearance
Can someone tell me why negative numbers for discounts show up with a minus sign but negative numbers for adjustments show up in parenthesis? I'd like to change the adjustment so that the negative number shows up with a minus sign OR the discount to show in parenthesis. Is it possible to do this? Thanks.
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