ZOHO CRM apple apps
We recently downloaded the ZOHO CRM app on iphone and ipad. We are having trouble with some of the features on the apps. We added a new view under the potentials tab on the web. The view will not show up on our apps that we have downloaded even though we have connected our accounts. We have tried connecting to wifi and to 3G networks, and have clicked the sync button, restarted the app, and logged out and logged back in. It will not update it. We are trying to create a view that allows us to filter
Add Calendar to left side of crm home view / tab?
Thanks for taking a moment. I've seen a few demo's where the user has a calendar view on the left side of their home screen and was wondering how I could add that as well. Thnx, Y
How to add total time taken in EVENTS
Every time I go for some activity ( eg training program), I enter the event start date/time and end/date time. I need to get the sum total of my training hours during the month. How do i configure a report / dashboard to be able to do this ? Thanks, sathishn, eLakshya, Bangalore
Import problems with CSV file (coma or semi-colon)
Hi I can't import, in my Enterprise version Zoho CRM, my leads.... just a try of two persons :) In the screen where I have to choice the right field.... in the field I have not the label of a CSV file column but all the labels separated by a semi-colon... societe;nom;prenom;... If I accept and I import this value, it is possible, I get all these labels in my fields (and not the data to be populated. Does this problem come from my "CSV (Coma delimitedted) *CSV " file or from Zoho CRM settings ?
Bulk Email Tagging
I had a question about the bulk email feature through the Zoho CRM. Let me offer you a scenario: I want to email about 1700 contacts using the bulk mail merge feature. A lot of these contacts have moved on so I am expecting a fair amount of bouncebacks (failed email delivery). After the bulk emails are sent, is there a way to tag which contacts have successfully received my emails versus which have bounced back? The idea is that a week after I send the bulk emails, I'd like to have two lists: One, contacts that
Export E-mail Attachments
We use the Zoho CRM 'Free' version; we'd like to be able to export / create a file for each application of the e-mail attachments for each record. So, for example, how can we create an export file of e-mail attachments for every record in Opportunities along with a reference to identify the Opportunity record each e-mail belongs to? Thanks!!
Export Attachments
We use the 'Free' version of Zoho CRM (and don't use Zoho Creator) - we would like to be able to export / create a file for each application that contains the attachments for each record in that app as well as the reference to which record they belong to. So, we'd like to be able to get a file for Opportunities that contains the .pdf, .zip, etc. files that belong to each Opportunity record. Is there any way to do this without having to download each attachment? Thanks!!
Read notes from potential
Hi, I just started with Zoho API so bare with me if this is obvious. I want to be able to read notes from Potential object. I use this API https://crm.zoho.com/crm/private/json/Potentials/getRecordById with selectColumn=All It looks like API returns only top level fields. Is there a way to get notes from the Potential and also is there a way to post a new note with API ? Thanks Albert
CRM Text Size.
Hi, I use Zoho CRM here in work and yesterday the text went very small. I tried to adjust it in the browser settings but when I put it on a set it to a size that made it easy to read the CRM pages the text was much too big on other pages. I've tried turning it on and off and logging out of Zoho and so far nothing has worked. Is there anything I can do? Thanks, Eoin.
Passback values
See this post. Need some passback values please on the web forms! Thanks https://help.zoho.com/portal/en/community/topic/webforms-passback
Is Zoho CRM down?
I am trying to open my leads and it appears that the system is down. How long will it be offline?
What if the internet goes down?
In such an event, is there some sort of offline mode? Or should we just work off of backups?
New to Zoho
Hi Everyone, I'm just new to Zoho. Our company is currently looking for another CRM System that can provide us everything that we need. Do you have any PowerPoint presentations or video presentations that I can use so they can watch it instead of taking time just to know whats the difference between this CRM system than other CRM? We are under educational institution. We will be needing system that can manage our student database, school database, call monitoring, orientation schedules (that should
Zoho CRM what are the free limits... eg how many customers,..
Zoho CRM what are the free limits... eg how many customers,...etc?
Closing or Not Sending and eMail from Zoho CRM
Is there a way to implement something that when an email initiated with Zoho CRM is closed that a copy gets posted into the Draft Folder of the user email account ( specially when there is a transmission error ) Ariel Segall Cloud Mobile Forms Zoho Partner arielsegall@CloudMobileForms.com (877) 436-8133
Separate groups of accounts, contacts & activities for different campaigns.
Hi there. I am running two campaigns for two separate clients concurrently. Is there a way that I can separate the accounts, contacts & activities for each of the two campaigns - i.e. to have a separate view of each? At the moment, if I click on "Accounts" on the main tool bar, it is a combined list of all contacts, from both campaigns. If there is an easy way to separate campaigns so that I can gain a clear view of the accounts, contacts & activities for each campaign, that would be fantastic. Thank
Importing Contacts, Products and a mapping between them
Suppose I have an excel file with the following fields: Name Email Product Quantity John ... Radio 1 Marc ... Radio 2 Tessa ... TV 1 Jessica ... Radio 1 Eddy ... Clock 2 Carl ... Radio 1 Carl ...
Convert e-mail to case
I have been browsing around on this forum but it seems there is no option to convert an e-mail into a case. Is this possible yes/no or only with Outlook? Seems not much of a CRM solution if it can not do this.
Adding attachments to multiple contacts
We want to make postal mailings to selected contacts (no problem there), and be able later to see what letter was sent to them, so I'd like to be able to attach within Zoho an electronic copy of the letter to the selected contacts. Any ideas?
Email that has been forwarded to me
If a colleague forwards an email to me from a customer, and that colleague is not on Zoho and the customer is in Zoho CRM, how do I associate that email with the customerin Zoho CRM? Thx
Email Data feature and Wufoo
Experimenting with the free Zoho version and thinking about using this for CRM. One function - if it works - would make the decision a no-brainer. We are currently using Wufoo to collect requests for a free quote (name, email, phone, address, etc.) from our website. This comes across as an email. Would the Zoho Email Data feature allow this email to go straight to a Zoho form, presumably creating a new Zoho Lead as a result? Of course, this feature is with paid versions but if it works would be
Wufoo Info into ZoHo CRM
Is there a way to import WuFoo data collected from the forms into the ZoHo CRM. In other words can I automatically get my contacts from WuFoo into ZoHo? Thanks
Formula field
Hi, I am trying to automatically calculate the distance between to points by using the "formula field". The javascript for the calculation is this: var R = 6371; // km var dLat = (lat2-lat1).toRad(); var dLon = (lon2-lon1).toRad(); var lat1 = lat1.toRad(); var lat2 = lat2.toRad(); var a = Math.sin(dLat/2) * Math.sin(dLat/2) + Math.sin(dLon/2) * Math.sin(dLon/2) * Math.cos(lat1) * Math.cos(lat2); var c = 2 * Math.atan2(Math.sqrt(a), Math.sqrt(1-a)); var d = R * c; But i can not make it work. I suspect
Link to Create New Lead/Customer/Account
Hello, From our application (Web application using Silverlight OOB) We would like the ability to click a link and have it take us to the Zoho CRM system "New Account", "New Lead", or "New Contact" page I can determine the link to open an existing Account/Lead/Contact, so theoretically I can create a dummy record and open that (in a new browser window) something like https://crm.zoho.com/crm/ShowEntityInfo.do?id=[RECORD ID]&module=[MODULE]&recordNum=1&FROM_INDEX=1&TO_INDEX=10&pfrom=cv&isload=true
About the new pop-up UI for posting Activites
When login a call , if by any chance after having entered all details, but not yet saved the form, if you click any other place in the screen , the log a call dialog gets closed and all entered data is lost ( same for Events and Tasks ) There should be a way to protect that Meanwhile, we created a Link at the lead level to open a second tab on the New Activity screen , but still need the complete URL including the capabilities to pass the Lead ID number if possible to open the right tab Ariel Segall
Email list of clients who are all interested in a specific service
Hi there, i was wondering if it is possible to overview a list of your clients who are all interested in a specific service . in my case it's eg. all client interested in finding a sushi-restaurants. I want to select those clients and send email in 1 action. In the lead set-up i have added a new field with optionlist (eg sushi-restaurant, steakhouse etc). regards, Michael
Using a setup someone else has
I know someone who has Zoho CRM set up pretty much how I want it, is it possible to take their setup and easily apply it without having to create all the things again. I guess that it would ideally be a case of taking the structure but none of the data and then repopulating it, but not sure if that is possible as it would be with something like Microsoft Access.
Web to Lead Form Not Working
We have a form setup on our site at www.burginconstructioninc.com/contact that is not working. We have redone the form and readded the code, but that has not fixed the issue. Customers are able to complete the form and click submit, but this does nothing and they are not added to Zoho CRM, nor are we notified that they completed a form. Please advise on a fix for this issue asap as we are losing prospects while this portion of our site is down.
ZOHO CRM:
How do I add an additional sales person user with out giving that user access to my personal pipeline ?
In outlook when I click to add email to zoho crm the form size is too big for my screen . How do I resize it?
Thanks for the speedy reply but it doesn't help! I can't get to the bottom of the form to click"add email" There must be some work around or setting otherwise the feature wouldn't be there....... Appreciate your reply
Attaching documents from an iPad
I want to add a PDF file to a customer account on my iPad. my PDF files are stored in my goodreader app. Is there any way to attach a PDF from goodreader to a customer account on my iPad? I an accessing Zoho through the www.zoho.com website on my iPad, not the mobile site (because the mobile site does not communicate with Zhoh on my desktop). Thank you.
need to assign one owner to many leads, but keep contacts with original owners, how?
hi, in my company i have 5 sales rep, each one made a lead from the same company, but each one has a different contact info, i want to assign 1 sales rep for each company, but i want to keep all contacts and with their original owner, for commission purposes, whats a quick way of doing it, step-by-step, thanks.
security of their client’s data
Hi I have been asked the following question about all of our cloud hosting by a potential customer. The customer has worries over the security of their client’s data. I want to continue to use Zoho and need to convince this client its up to the job Can you help me answer the following due diligence questions? Cloud Services 3 Briefly describe what type of cloud service model are you utilising with regard to company (private, community, public, hybrid). 4 Briefly describe what service is being
Emails based on "product" view
Hi there, I have a small problem that someone out there might have a solution on. Is there any way i can sort my CRM products and then send them (the products OR the contact person related to the product) an email? In our CRM our PRODUCTS are apartments/ villas. The owner of the apartments/ villas are CONTACTS. Lets say i want to email all CONTACTS with a PRODUCT in a certain price range or another product-based criteria. Can i do that? Kind regards Bo Thygesen
Mail Add on Zoho Recruit and Zoho CRM
I currently have a paid edition for Zoho Recruit in which I also pay for the mail add-on. I also use Zoho CRM, but the free edition. Do I have to pay for the mail add-on for Zoho CRM (even though I'm paying for the add-on in Zoho Recruit) to use the add on in Zoho CRM? If neither of these are options, how do I receive emails in the Zoho CRM system?
Can you edit layout of closed activities section (or any other system generated section) on the lead screen?
I want to change the information or columns displayed under the closed activities section on the lead screen (actually would like to be able to modify all the system generated sections like emails and open activities. Is this possible?
Create new event
Is there any way to include status in a new event - For example, so I can show completed when the event is done, or mark it as postponed, etc?
moving Zoho email contacts to Zoho CRM
Hi, I've just paid someone to import a bunch of contacts to Zoho CRM - but they've placed the contacts into Zoho email! Is there an easy way to move the contacts across? Thanks TB
API Call for getting ZOHO Timesheet
I would like to get the Zoho Timesheet for a user using a AJAX call.. I have used the required API key and ticket. When I try to do a ajax call from my application (Lotus Notes &Domino ) am getting an "Access Denied" error. May I know what is the problem for it? Thanks, Santhosh Kumar R
Company "Size" display character
In CRM 'Leads' tab in the company 'Description Information' section "Size:" I see non standard characters. E.g. �10m - �20m I am using Chromium Version 24.0.1279.0 (158811) as my browser and have UTF-8 set as my encoding character set. Is it a bug or a feature or something we have done?
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