Who should own a new record?
I've been working with the Zoho API for a number of months now and believe that this is a basic design flaw that needs to be addressed. I could be wrong, but think that it warrants some discussion. I'm the administrator for my companies Zoho account. I am the only one who has an authentication token. All requests/responses with Zoho use my token. Some questions: 1. When I create a new task on a Lead, who should this task be assigned to? A) The Lead Owner? B) Me (as the owner of the authentication
Where is the START button to log call time?
We have been using the START button extensively and it's not available in the new log a call pop over. Also the popover is so small that it's hard to take notes plus it scrolls within the popover which scrolls within the page. It's not convenient to use. Please enable an option to get back to the full page for tasks and logging calls.
Items in the recycle bin showing in reports
Hello Is there anyway we can stop items that are in the recycle bin showing in reports? Thanks
Can we add product inventory?
Can we add product inventory? I have added some items under Zoho Invoice and created invoice for client, but we need to keep record of the inventory we have in our store. What can I do?
Contact Name vs First and Last Name
Hi : I want to generate a Mailing List that would include the Contacts First Name and Last Name instead of "Contact Name" I am exporting the list to software that uses the first name and last name instead of Contact Name. Please let me know how to generate a Mailing List Report without using "Contact Name" Thank you
Exported data where field type is "Lookup" results in "zcrm_3098503845083" valued cells
Hi, Whenever I export data (by going to Accounts, clicking on Account Tools, then Export Accounts"), all fields (for example, an account field that is called "Referral Agent") that are lookups are exported as something like "zcrm_3098503845083". That is not exactly helpful, as in Zoho CRM itself I see a name like "John Doe", but when I export the account I see an intelligible internal descriptor for John Doe. Is there some way to change this? I'd like to see "John Doe" in the .csv export, not
Zoho mail integration
I have been evaluating Zoho mail integration and have two main issues that I'd like an update on, please. From what I've read, these issues were all being worked on by Zoho last year but there doesn't look to have been any activity on resolving them recently and it is keeping us from using Zoho mail effectively. Contacts: Contacts in the Zoho mail add-on do not automatically sync with contacts in Zoho CRM. When will this be resolved? It is unrealistic to place the onus on the user to import contacts
2 email addresses on contact, but it only fetches and follows the first email entered
One contact has two email addresses (normally one business and one personal). Shouldn't the contact have all communications to both email addresses included in the contact card information? Is there a setting I've missed? I can actually switch the email addresses (i.e. the first one listed switched with the 2nd one listed), then fetch, and it will fetch the emails to the top email address. Surely there is a way to keep all information for a contact all in the same record!
Create ticcket with sending email to customer
Hi, i was thinking that creating a ticket to follow a customer problem was also linked to an email being sent. am i true? if not how can i confirm to customer the ticket number and solution?
New rules in formating the phone number ?
Hello, I just discovered that you modified your post processing formating of the phone numbers. Since new, there is no way to get the phone number with international format with a + before the country code. When I enter +33 x xx xx xx xx it will be automatically saved as 33 x xx xx xx xx. By editing the single field it displays the + char but once the entire lead display is refreshed, no trace of the +. It has been removed. So once again, you corrupt the integrity of the datas I'm entering into
What do you convert potentials to?
Confusing lifecycle of a deal for Zoho. It starts off as a Lead, then converts to a Potential, and then what? You have to create an Account to create a Potential, but if you lose the deal, you still have an Account set up. Is there not a way to convert a Potential into a Client? Seems like there should be a Client classification to differentiate the Accounts. Perhaps I'm missing something? Please advise.
cannot add a task to a lead
In the leads module, when we try and add a task it doesn't allow us to make the "related to" field "lead". Thus we are unable to make tasks for our leads. Please advise.
Has anyone got Quickbooks 2011 UK version working with Zoho CRM?
Has anyone got Quickbooks 2011 UK version working with Zoho CRM? I really love to know if it's possible. I know it's not supported, but perhaps someone has the genius to get it working.
Outlook 2010 64 Bit Plugin
I have installed the plugin for my 64 bit version of Outlook 2010. The plugin is shown in the add ins section of the help file, but I cannot activate it. An error message is shown (attached) Help would be appreciated!!
Reports within dynamic custom date range
Hi everyone, I would like to create a set of dynamic reports to help our sales people better manage their contacts with leads and accounts. Would it be possible to create a set of report with the following criteria? Leads If status of lead = hot then return report with all leads that has not seen activity for more than 7 days. If status of lead = medium then return report with all leads that has not seen activity for more than 30 days. If status of lead = cold then return report with all leads that
Adding Shipping Address information into Account?
Hello, So, I'm trying to help a client insert information into their Zoho application and I've figured out how to insert a Lead and then convert that lead into Potentials, Accounts, and Contacts. The problem, I am having, however, is that I can't figure out how/where to add "Shipping Address" information so that it shows up for a particular Account? My client really wants to have shipping and billing address in there. Based on this documentation: https://www.zoho.com/crm/help/customization/standard-fields.html#Accounts It
network share
Hi Is it possible to add a custom field, or have anywhere in a record where its possible to link to our own network share? Obviously we can copy and paste the share into the record but it won't be a clickable link. Thanks
Can you have a Workflow for sending a contact an email?
Hi Guys :) Know i can set a workflow alert that activates an email template to a user, role or group, but can i set a workflow that activates an email template to a contact?? ie: Workflow - New Potential Created with Potential Name - Product101 Alert- Send email template to Contact Name from Potential WOULD BE AWESOME :)
Exporting ZOHO contacts back to Outlook Desktop
Can you tell me if you can export clients from ZOHO CRM back into my Outlook contacts?
Using zoho crm Campaigns for reoccurring conferences
Hello, I am using Zoho CRM and getting used to the Campaigns section. They have a start and end date, but I was wondering if I can "reactivate" the same campaign once a year for reoccurring conferences or do I need to create a new campaign for each year we go to the same conference? Thanks, ~Seb
Keep Open Activities Showing in List View
In contacts / leads etc. the "open activities" field seemingly randomly loads closed. I'm sure this is somehow supposed to be a useful feature but it is the exact opposite for me, frustrating and confusing. Is there a way to keep that list view from auto-hiding, or any logic to when it decides it should not load showing? While I'm at it, the "back" functionality is incredibly confusing. I never know where I will be taken when I hit the Zoho specific back button, and of course the browser back button
Field from related table in report
Hi, In my Contacts, I have a look-up field which relates to Contacts. So there is effectively a contact related to a contact. In a report, I want to show a specific field from the related contact table, and not just the contact key (which is the Contact Name). How do I do this? Thanks, Anders
Putting account or contact info directly into a potential
I am looking to do something that I am used to in SaleForce, although I am fairly certain we needed to do a bit of customization to have this functionality. When I am looking at the potentials list, I would like to be able to see what country the potential is in, so that I can plan my calls around the appropriate time zone. I can see that I can add a custom field to potentials for the country, but I'd need to add that info in when I create the potential, and I don't see any way to pull that information
Zoho CRM nominated for the Sleeter Group's Awesome Applications Awards!
Zoho CRM has been nominated for the Sleeter Awesome Applications Awards for 2012-2013. The award is organized by Sleeter Group to recognize the application that has made a significant contribution to users in the cloud and mobile apps space. If you think Zoho CRM has made a significant contribution to your business, head to the Sleeter Website to cast your vote. Voting ends on 28th September, 2012. Thanks, The Team Zoho CRM
Custom profile question
Hi, I am trying to set up profiles for our receptionists so they can view only the basic details of both accounts and leads and not edit any info. I can manage this part alright. However I do not want our receptionist to see the notes entered. The checkbox to make notes visible/invisible is locked when editing profiles. Is there anyway around this so a user of the profile can see very limited fields of Accounts and Leads (i.e. Account owner, phone number, address and nothing else)?
adding a contact field to a report
I would like to have a report that shows both the account and the contact associated with the account. It appears that you can't add a contact to any account oriented report and visa versa. I am currently making do with the Open Potentials report but have to manually add the contact name under the Potential Name.
Leads - field for last update
I would like to create a list view of leads that shows the date of last communication. This would let me create a call/email list of everyone who hasn't responded within the last 3 days, etc. Can I add this field to the leads (and potentials) list view? thanks
Access Emails sent from CRM
Hi, Would it be possible to fetch all emails send from Zoho CRM to a certain email adress and then show these emails in a 3rd party application (ios or android) or web site? My idea is to make a "message center" where clients can log in and see all messages send to them from CRM. Kind regards, Bo Thygesen
Need help understanding importing xls feature
Hi, I need to import my leads from an existing xls file that I am currently using to track customers. I've read the online help and have a bit of gray area. There's a table that states the mandatory fields, but I'm not sure how this works, is there an exact picture example what this looks like in excel? Do I have to input the fields in the exact order as shown? Why are there multiple columns in the table with multiple mandatory fields? I'm hoping I can just plug the field wherever my column is.
Exporting E-mails
How do I export my customers e-mail addresses?
How do I edit the attached
Specifically the part saying "Won Placed Business" This appears automatically Many thanks in advance
ya t'il un francais
bonjour ya t il un français développeur susceptible d'aider notre entreprise a configurer zoho crm tony bidaux info@inshops.fr inshops 0611246683 merci de votre réponse
Converted Leads Creating Two opportunities
Starting last week sometime, we're seeing that when we create opportunities as we convert Leads to Accounts (we call them opportunities... can't remember what the original Zoho term is) they are often being created twice as opposed to once. Any idea why this may be?
Data upload, QB online integration
I just signed up with Zoho. We use QB online. Is there a way to integrate Zoho with QB online version? and.. I would like to hire someone to do the integration or upload the customer and lead data to Zoho.
Help ZohoCRM API - Example of how to insert a case with Account and Related To
I figured out how to insert a case with the Account name association But I do not know how to also insert a Related To using the API. Please help. Can you provide an example. Thank you.
Attaching to Lead or Contact
It would be great if Zoho had a ability to attach an email to a Lead or Contact . When I receive invoice or some information about client's delivery I could just attach it to the Lead or Contact (the Client) this option is available in Sugar CRM I noticed that Zoho is much better but it's strange that that option is not avalible.. Thanks.
I can't add a custom field?
I am trying to add a field onto the Leads page, the details of it are below; Label: State Section Name: Lead Information Length: 20 Also create for: Nothing Upon clicking save I get a message: "Field in the specified label already exists for Leads" I know for a fact there is no field in Leads called "State". I have looked on the edit fields page, as well as edit layout page. This is not the first time a message like this has come up. Can I use a field, called "State", in the Leads page?
Display orphan options
Hello, In reports how can we display the orphans options ? Thanks Nono
Link an Email Address from an old Zoho Account
I have an email address that was setup on an old zoho account. I now use a different Zoho account, and would like to link the other email address. What can i do to free up my old email address to link to the new zoho account?
DOES NOT FILL ADDRESS FROM ACCOUNT/CONTACT TO QUOTE FORM ADDRESS
Hi, i need to fill each time address to quote form..probably exists an other process. Thanks
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