Linking annual revenue field to potentials won
Is it possible to make a link between the annual revenue field for an account and potentials that have been closed and won? So that when you mark a potential as 'closed won' it updates the annual revenue field? Thanks
Where to import a company I would like to contact . . .
I'm new to Zoho and looking for some suggestions. When I find a company that I would like to contact where should I put that into Zoho? Should it go into the lead column? I usually come across a couple of companies a day where I think, "I would like to contact them in the future" but I'm not sure where to best put them. Thanks,
Error 4401 on insertRecords for Notes
Hi, I can run getRecords and updateRecords - they work just fine. But I am not able to add a record to Notes with insertRecords. I get "4401 Unable to populate data, please check if mandatory value is entered correctly." I am posting to https://crm.zoho.com/crm/private/xml/Notes/insertRecords, set scope=crmapi and authtoken to my token, and xmlData to this: <Notes> <row no="1"> <FL val="entityId">412044000000974232</FL> <FL val="Note title">Status update</FL>
Address field for organization is not long enough
Hi All, The address field for organization settings is not long enough. Is it possible to customize it for our organization? Please advise. Thanks, Shyam
Is it possible to customize organization details to include info like VAT TIN etc?
Hi, Is it possible to add custom fields for organization to include info like VAT TIN and Sales Tax ID no.? We then need it to be mentioned in our custom template as part of the quote, sales order, invoice. Please advise. Thanks, Shyam
Is it possible to customize and show discount % for line items in quotation?
We have quotations which need to show discount and tax % on each line item. Currently, we customized it to show only disocunt and tax amount. Is it possible to show %ages instead. This is a blocking item for our organization and cant use the s/w without this ability. Is there an easy way to get this customized? Thanks, Shyam
Web Link URL that has spaces
Hello, WHen I create a weblink of a contact to another URL, and set the Query string to have the Company, it doesn't convert - "ACME Inc" to "ACME Inc" Instead it does ACME+Inc Can you fix? Needs proper URL encoding I would think (Under customization, links, create link)
Service based Customer records
Hi, We are fairly new to ZoHo suite, and at the moment we are finding it an excellent product for our business management. we are using support, books, campaign, project and of course CRM. One thing I want to query is how to best setup our client service products in CRM. We are a website hosting business so we have accounts that pay us a regular amount to host their site and manage other services. I want to somehow record what service they use under each account, and details pertaining to that
contact id Zoho CRM
is there a way add the contact id visible in the contact page itself
Product Description in Quote Module
I'm a newbie at Zoho having used ACT and an Outlook based CRM. Why is the product description not populated when filling out a quote? I've input the description into the Product module but the description is blank on the quote item. I have had to cut and paste the description from the Product module into the Quote module item moving back and forth between each. With several items on each quote, it is very time consuming and doesn't make sense. Am I missing something?
Send Potentials to approval based on the products entered
Into a Potential page, we need a button to "submit" this potential to approval of a superior user (product manager) based on the products entered into this potential. And after submitting the approval, we would like the potential stay locked until the superior user approves the potential. Is there any way to do this?
How can I set Event to Account, Contact and Campain?
.. when I add Event to canpain there is no possible to add Account, when I add event to Account I can't link it to campain.
Lead Nurturing / Time Based Workflows
Hi There, We have been using Zoho for about 4 months now. We are currently on the standard edition. I am looking to take our lead nurturing / follow up to a new level - as currently on the standard, we are missing the opportunity to target leads, that have not responded on the first contact. I believe this will be covered under time-based workflow rules? My question is - can you point me in the right direction so I can learn what Zoho has to offer in this regard. Besides Lead Nurturing, I am looking
LEADS VIEWS
how to create a new view in the leads tab , and then add new leads in the new created tab... i have made leads for one particular vertical.ex . Edu..and i created a new view for it...ex A now i want to add more leads of different vertical..ex IT in newly created view B...
Product Images
Can we please have the ability to add custom image fields and/or attachment fields? vTiger does a good job with this feature and we would really like to have it in Zoho. We run a graphics design and print shop and it is important for us to have an image of the product on the product page in the CRM. This capability is in almost every CRM I can think of except for Zoho. I am starting to think that if we want to use Zoho, we are just going to have to build everything from scratch using Creator, or
first name setting
please see the below, How do I get back to English? I can see noting in the settings menu to do this.
Potential Revenue Field
Okay... what is the best way, within the Potential Form to capture these two different scenerios, and keep the functionality of tracking Revenue accurate. Our Sales Rep would work on a HUGE deal with a major Retailer for 2.5 million bottles of our product for 1 year. How would I capture that in a potential? (2.5 million x price/unit)/12 (months in a year)? Sometimes our sales people cut deals for ONE year, others cut deals for one time shipments. The one time shipment is pretty simple... It
Outllook Plugin - I am unable to assign an email to an account
I'd like to be able to attach an email to an account in Zoho from my outlook environment. I cannot find it as an option. This option is very important to me. Am I missing something? Thanks.
Needed enhancements that should already be in
First of all, let me say I love the ZoHo CRM program, use it constantly, and am trying to help others get onto the system. Additionally, I have had some good experience with the support staff, so I don't want to seem negative. However, there are some features missing in ZoHo that really, really, really should be in, and the only thing I can figure out is that the folks at ZoHo need to use the program like their users use it - not just develop features "just to have them". Basically, these features
How to automatically assign a "lead source" to a lead received from my GMail account !
Hey ! We have integrated ZOHO CRM with Google Apps and have also installed ZOHO Gadget in GMail. We tend to forward leads from our GMail account to our CRM using this Gadget. My question is: How can we assign a unique "lead source" to such leads ? Thanks.
Moving Member Accounts Info to another location on the Accounts detail record
I have some accounts that are parent accounts. The Member Accounts information is currently at the bottom of the detail record, out of view. How do I move this information further up? I don't see a Member Accounts field in the Customization > Layouts.
Where are Custom Links displayed?
I have created Custom Links (Setup->Customization->Links) for a module. However I can NOT find a way to display it on the form. Another thread says that you can not view a Custom Link in a custom view...what does that mean? Any form layout that has been modified will not show a custom link? Thanks for your help
Removing fields - unable to process your request
I keep getting a message that says "Unable to process your request" when i try to remove an unwanted field. I go to customization / layouts and drag the item to the "List of Removed Fields" section. When i click save i get the "unable to process your request" message. My profile is set to administrator. Can someone help me please? Glenn
URL support for search variable
I am trying to figure out how to integrate our phone system....... I would like to issue a URL such as: https://crm.zoho.com/crm/private/xml/SOME.asp?authtoken=11255548888887b2b16b6d53a1f8c&SearchStuff=6505551212 where it passes the callerid and have a search completed exactly as if I had typed it in the search box......... If I do this from the search box with a phone number, it can result in multiple hits in Accounts and Contacts, and brings up a multi-hit search page where you choose the record
Availability of the Plug-In For Outlook 2011 for Mac
Hi, I was wondering if there was any way to find out how soon we can expect the Plug-In for Outlook 2011 For Mac to be available for the Zoho CRM. I would really like to keep it, but the Zoho Mail-Add on isn't quite enough. If there's an ETA on this Plug-In I would really appreciate knowing!!! Thanks, Kateri Foley ImageSet, Inc.
report criteria
In the report criteria options, when selecting a date criteria it would be very helpful to be able to have an option "over XX days" or "before XX days". This would allow selection of all records which had been modified over XX days ago, but not within the last XX days. Or, if this is already possible, can you tell me how it is done? -Rick Rick Blythe
Adding a contact and receiving an error message
Every time someone on my team tries to add a new contact they are getting an error message. Any ideas?
Web Tabs Not Displaying Page Content
We are experimenting with Web Tabs. The first URL I tried was for Projectmanager.com. Not all pages on that site display properly in the Web Tab. Are there limitations as to what Web Tabs can display? Do I need to add modifiers to the URL? See the attached screen captures to compare.
Web Tabs Not Displaying Page Content
We are experimenting with Web Tabs. The first URL I tried was for Projectmanager.com. Not all pages on that site display properly in the Web Tab. Are there limitations as to what Web Tabs can display? Do I need to add modifiers to the URL? See the attached screen captures to compare.
Screenshot of Age Calculation Formula please. I am doing something terribly wrong
Can any on provide me a screenshot of the screen used to add a field that calculates a person's age based off of their Date of Birth? Also need the syntax if it is too long to show in the screenshot. I am trying to see what I am doing wrong. The dob field name is "Date of Birth" Thanks, Tiffany
Can i post some like this in zoho crm templates?
all the box can be filled via data base? i try many way but i cant put it on the background?
Please downgrade my account/subscription
Dear Zoho, I've been in touch with support to please stop my subscription. They keep telling me to downgrade but downgrading appears to be a hoax or some webpage that doesn't have any functionality. Please manually downgrade me and send me some confirmation that I will not longer be billed. Thanks - radames.dicembrino@milanodabere.it
Can you use insertRecords to create an Account and corresponding Contacts?
We want to build a script to insert new records into our Zoho CRM, including an account and corresponding contacts. So, does anyone have details on creating an insertRecords API that inserts into more than one module? And that associates new contacts with that new account? We're also using Gravity Forms with WordPress... so any information or ideas would be greatly appreciated. Thanks!
Activity Based Dashboards
I'm looking to have all my dashboards activity based. Is there a way to automate that?
Integrating Volution (e-commerce) with Zoho
Hello, We are looking integrate our e-commerce provider (Volution) with Zoho, understand it can be done, but are not "smart" enough to do so. Can anyone recommend a developer to do this and how much it would cost? Thanks, Austin
Bug in send email
Hi If you try to create an email in a lead, and the email is illegal e.g. xxx.yyy@<space>zzz.com you get a permissions error rather than an illegal email error ! Regards Malcolm
Zoho CRM enhancements I would like to see
Hi Was recently trialling ZOHO to possibly use in my business. For the most part I was really impressed with the ease of use and features. My main concern is that unfortunately it was always going to feel like I was trying to use something that wasn't quite right for my organisation and that I was trying to fit a square peg in a round hole. The main areas which I would love to see developed would be: - Ability to rename default fields. Eg - I would have liked to rename "Shipping Address" to "Street
Google Maps
It would be great to have a small map automatically show up on accounts/contacts/leads record rather than have to click the "locate map" button and view another window. Is this possible to implement?
Champs en anglais
Bonjour, je me permets de vous solliciter car nous utilisons une version gratuite de Zoho CRM. Je viens de me rendre compte que malgré la paramétrage en français des champs utilisateurs, les champs d'information par ex dans le scoring du prospect sont tous en anglais. Il en est de même pour tous les champs multiples. merci de votre aide.
insertRecords multiple records with duplicate check
Hi, I have a problem on inserting many contact records using the API in one request. I would like to avoid email duplication so I specify duplicateCheck in the request. If I use duplicateCheck =1, then if in one of the contacts already exist in Zoho (A contact with the same email found in Zoho), it will stop the execution and throw error and Zoho does not process to the rest of list. If I use duplicateCheck=2, then the behavior is quite confusing. Based on my finding: if the first record does not
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