Accessing Calendar by a tab in Zoho CRM
Hello, Is the calendar (displaying events, appointments, etc.) available to be a tab in the CRM? With all the customization available, I'm surprised I can't find this option so far. In case it's not yet an option, it is something we have come to expect as it is a common feature in every CRM we have used/tested to date. Thanks Zoho team.
How to access the field Campaign Member Status for each Lead?
Hi, I want to access the Campaign Member Status for each lead, but in the Campaign fields, this field does not exist. Would appreciate knowing where and how this field is linked to campaigns and leads. Regards
CRM API - File Download
Thank you for updating the API to include file attachment facilities. This is a good improvement. Regarding "file download", how does one determine the unique ID of any attachment through the API? Can you configure the API to view a list of files attached to a record, and then choose the one to download? Brendan
Filter Log Entries with More Options in Audit Log
Audit Log, available in the Enterprise Edition, is now improved with the additional options to filter the log entries. Audit log captures the user actions like adding records, updating, and deleting them. Apart from this, it also captures actions performed in certain features like email templates, workflow rules, workflow alerts, web forms, roles, profiles etc. Earlier, you could not filter the entries easily and there was only one option to filter the log, i.e. by Users. Now, the additional options
Outlook Plug in to add emails to Cases (Not just Contacts)
Outlook Plugin only allows you to attach emails to the Contacts page in Zoho CRM, but does not allow you to attach emails to Cases. I have multiple cases for each contact and I would like to keep the emails with the Cases they are relevant to, not all emails with the Contact page only. Please add the ability to add emails to Cases and not just Contacts.
last activity not updating when adding new potential to contact
hello, in custom view i can display contacts last activity. when i add new note, everything is ok and last activity time is updated. but when i just add new potential, activity dos not update. is there a way to fix this or is here another approach? i'd like to sort contacts by last activity,
Is there a fast way to invoice in Zoho CRM
I have been trying to get Zoho to work for the business I work for. We need to invoice several dozen items for each customer each day and we need to run through approximately 35 customers each morning. It is being used for Produce wholesale and so far seems to be very slow and completely inadequate for my needs. I hope I am wrong and that someone is able to let me know what I am doing wrong... Thanks.
Create a new account with email that is already in use...
Hi! My email is already in use in an other account - deactivated, but in use... Now i want my own account... What can i do? Thanks! Wolf
Editing a new users' info
I am trying to add a new user and when I try to edit their profile and role it is automatically locked in as CEO and Administrator. If anyone knows how to unlock those two topics I would greatly appreciate it.
Problem viewing public email templates
We are new to Zoho. We have been importing leads and creating our campaigns. We have been working on our templates. My co-worker has gone in and done a couple of templates which he has saved into the public email templates. I cannot see them on my station, they appear in the list on his station. What are we doing wrong?
Wrong export lead encoding
When exporting my leads all special character (Danish encoding) is lost. Would it be possible to make sure export format uses UTF-8 or similar? Best regards Andreas
How to track tasksD
Dear All, I have many tasks assigned to customers. My tasks per customer are very complicated and I need somehow UPDATE them, but task doesn't have update/comment option, only CLOSED/ACTIVE. Is any chance update TASK status?
combining contacts with campaign
We are new to Zoho. We are planning our first campaign. We have leads imported. When should those leads become contacts? What is the difference between leads and contacts.
Help! Formula problems
I'm trying to create a formula to add up the total of two fields. I keep getting errors - what am I doing wrong?
Outlook plugin 15-days trial cannot login
Hi, I downloaded and successfully installed the Outlook plugin 15-day trial. I am using the free ZOHO CRM, and Outlook 2010 under W7 (64b). The plugin seems to be installed correctly. When I try to login using either my username & password, i get the error message: "You must specify a valid username and password" I tried to activate the Outlook for my user (admin), but the error is that I i exceeded my licenses. So, how can I test the Outlook plugin under the free ZOHO CRM edition? Thanks, --Rafi
Needing help customizing
I am looking for someone to clean-up my layouts Add fields, layout, etc
Geckoboard integration to ZOHOCRM
Any ideas how to do this quickly and easily? Much appreciated Jon
Web Tabs
In Enterprise Edition, what are Web Tabs and how are they used?????
crm developer wanted to help me build a crm Help quick!
i need a database built quickly for a faith based tracking system. i have a budget of 500.00 and the project is a simple design. i will want to grow the concept later so please have enough skillset to expand the project. joel.b@givethechurchhelp.org 770-547-0494
developer for a crm is need for a project quickly. serious, pleasant and reliable only reply
I need a crm custom built for a project asap please contact me for more details. For Gods Glory World Ministries. Joel Bowden 770-547-0494
Need helping customizing my dashboard...
I am trying to how to customized my dashboard so that the funnel has Leads at the top, then how many of those leads converted to potentials and then potentials in to accounts?
Web Forms and Mapping
Can you use Mapping Field Dependencies on web forms? Just curious.
Developer wanted for ZOHO CRM
Deleloper wanted to custom modify ZOHO CRM...Tailoring it to our company. Direct residential sales business.
save the data in salesforce
i created a form in zoho and i want the data should be saved in the salesforce when i submit that form
What Screen Scraper would you use for gathering data and inputting into Zoho CRM?
I'm new to Zoho CRM and to screen scraping, so I'm wondering if someone can point me in the right direction. I want to write some screen scrapers to extract data from specified websites and upload it to my CRM db.
Workflow help
Hello I am new to Zoho, I was hoping somebody could help me. I currently have a list of leads that I have imported but before I went ahead and called them I wanted to set up a workflow so that when. If I move the prospect from leads to either potentials or contacts a template pdf would go out automatically to that address dependent on where I put them. Is this possible? How do I go about doing this? Regards, Peter
Know customer assitance to events
Hello, I want to set a CRM based on customers and events, so I would like to have a record on customer preferences and also track customer assistance to events, in order to repeat invitation or not to similar future events... Is that possible with Zoho CRM? How? Have record of customer preferences like: free-time, technology, motor, travel... Track customer assitance to events Send invitation to events based on previous two parameters Thank you
convert to account
For some reason, when I click convert to convert a lead to an account, it only says it is going to convert to a contact. I ran a test and it did only convert to a contact. Any idea why?
Internal cost estimating?
I'm not sure where to ask this question. We use ZohoCRM and are, for the most part, quite happy with it. We have a need to do internal cost estimates, I'm sure there's an official term for it, but basically I'm looking to create some kind of internal invoice showing what the costs related to each customer are. Is there a tool like this somewhere in Zoho's library, or does someone have another suggestion?
batch update of records
Due to the current API limits, we are unable to integrate our application with the Zoho CRM. For each Account, we maintain data in an external database and would like that data to be pushed into the CRM. I have setup custom fields for the accounts in Zoho and have written up the code that pulls data out of our database and updates it into Zoho. The issue is that we have more than 500 customers (growing every month). The sync needs to happen daily. But, the API has a limit of 250 requests per day.
can the forum support help me an buliding project that i need?
i have a document excel that i want to put in to a project can it be helpful here? please
How to get the ID in Quick Links
Is there a way to get the ID of the record in the Quick Links function ? Thanks ! Pascal Veilleux
"Notes for this accounts" to lower to the bottom of the page
Hello ZOHO CRM support, i have a question for you and need you help for solutions In Accounts , after i open Any Account there is a section i the middle of the account page "Notes for this accounts".is there a way to lower this section to the bottom of the page? and if so how?--
Admin settings
having a problem in changing admin settings for other users seems to be a bug in software.. any suggestions Zia Khurshid
How do i create multi level variable products
Hi, I want to create multi level variable products Product level Variable 1 variable 2 Variable 3 Bike 1 No carrier Green Saddle White tires Front carrier White Saddle Black Tires Rear carrier yellow saddle Brown tires Both Bike 2 Bike 3 Does anyone know how to set this up in ZOHO CRM
Anyone have a ZoHo CRM Fluid Icon?
Looking for a Fluid Icon for ZoHo CRM. Anyone? Ed
how can i take down "comments about clients"
hello im using CRM-ZOHO(in Hebrew) when i open my accounts files(תיקי לקוחות in hebrew) i have lots of options like "Opprotunities,summary on client and etc" i want my "Comments about Clients"(הערות על תיק לקוח In Hebrew), to scroll down to the bottom of the page? what is the way do to it? thx
See Email Info in Custom View?
Zoho, How can we see email information in a custom view? It is available in reporting, why not in custom view? This would be an extremely powerful tool, at least let us see the "date of last sent email" Is this under development at all? (I've asked this question about a dozen times... and no one from Zoho ever responds. Will this be the lucky post?)
Edit text areas with HTML tags
Hello ZohoCRM team, I'm getting upset by the management of text areas containing HTML. We sell expensive products and since short ZohoCRM offer no more possibilities to format my product description then 30 years ago, at the time of the black background, the green characters and the ASCII table. Of course, I found some tricky work around but need to rely on trick to use a software isn't professional and is risky: should ZohoCRM for some obscure reasons harmonize the interpretation of the HTML at
Multiple users working with the same contact
As a salesman I am on the road quite a bit and rely on my handheld to make calls and schedule appointments. For each contact record there is one owner, and only that owner gets to sync with outlook (and their handheld through the exchange). Is there a way that two users can get the same contact into outlook via sync?
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