Lost Data Cases
We seem to have lost over 100 records in CRM cases. One major customer had over 1 page of cases and now there are only 2 cases remaining. We have reviewed the audit file and there are no cases listed in the audit log. This is scary. Please advise
Viewing leads
I am the primary user, and I have set up custom field view in the layout. It all works fine for me. But when secondary user signs in, they see the general layout, not customised view. Even if they go to "setup" and check the layout there, it comes up like I have set it up, but when you go back to viewing Leads, the fields are still not displayed as per this custom setup... Is there somewhere I should be clicking on to ensure this happens or is it a glitch?
Using Templates for Quotes, Invoices...
Hi, is there a possibility (or a workaround) to use the Writer for Quotes or Invoices. I am not able to create a inventory template which fits to my needs. Or, should I / can I use the office plugin for Quotes and Invoices? Thanks Mustafa Kocatürk
List of bugs in new CRM filters etc.
Hi there, While training my staff this week, we found numerous issues, which I think are bugs. 1. When creating a filter on any tab, with the headers, if I open a record, and then click the little arrow to return to the filter, I am instead returned to an unfiltered list. So all the work I spend on creating a filter is lost. This is a big usability issue. What is the point of creating a filter if it is not at least remembered while viewing details of records. 2. Likewise, you provide arrows on
Related Products tp SalesOrders
Hi All, Together with my very best wishes for all of you I have question: I'm using the ZogoCRM API to retreive the SalesOrder information. Now I want to retreive the products in a salesorder, using something like: https://crm.zoho.com/crm/private/xml/Notes/getRelatedRecords?newFormat=1&ticket=19216b4SECRETd5c7a21482f9&apikey=i-qtwhSECRETlI$&parentModule=SalesOrders&id=382935000000544033 This yields no data response: <response uri="/crm/private/xml/Notes/getRelatedRecords"><nodata><code>4422</code><message>There
HOW IS INVENTORY MANAGED WITH ZOHO INVOICE AND CRM INTEGRATION
Hi , since Zoho Invoice and Zoho CRM is now integrated, I need to know how does it work when I create an invoice in Zoho invoice, and then fetch it with zoho crm to an specific account. Since Zoho invoice does not handle inventory, and CRM does. will the export feature will affect the products inventory? Also when I create a Credit Note on Zoho invoice and then sync with Z.CRM , will it affect the products inventory? How does this work. Thank you,
Multiple currency format.
I am having an issue with having multiple currencies eg. INR and USD. IS it possible to setup multiple currencies on CRM?
add contact name merge field value to email templates in CRM
Hi. I don't quite understand why this is not already a possibilty but don't you think it would be an amazing idea to have the ability to include the contact name as a merge field in the email templates that can be created in the CRM templates module? If not then can you please explain why? If it is actually possible then can you tell me how please? Cheers, Danny.
Ability to pull more data into the activities section
We should really be able to pull more data into the task/events in the Activities section. Specifically, information about the sales orders that create these tasks upon creation. Thanks
Work Flow Task Fields
Hi, I'm starting to use custom fields in my tasks. I noticed the work flow tasks does not retrieve the same fields as create a new task. My team now has to manually add the data to the tasks. Work flow tasks entry should pull the same fields as the New Task has. I have many work flow tasks and work flow rules. Also, it would help to create folders for work flow tasks and folders for work flow rules I'd also like to see better functionality with tasks. E.g. view in zoho sheet and Complete button
Suggestion, any Note, Email, Call with a contact, will UPDATE the modified time of the parent Contact/Lead etc record
That way Pulse and Filters can be actually used to find untouched Contacts.
Any plans to add more web tabs?
Atm Z CRM offers the ability to add 5 web tabs to CRM, i am currently using all five. One for Z Doc's and another for a Z Creator application, which means i don't have many left to use for other pages my sales team might need. Is there any plans to allow more web tabs as this makes the user experience much better as they don't have to leave Z CRM.
Several companies with the same module
Hello, For starters let me say that I have translated this message French> English (googleadwords) so please excuse me for mistakes. I would like to set up and configure in Zoho CRM first before installing other modules (Zoho Projects, Zoho Books ...) We have two different companies in different sectors, can be in the same CRM to manage two out different companies and then the other modules (Zoho Projects,Zoho Books ...) Thank you for your answers
Can't see Activities in a Potential in Safari on Mac
When I look at a Potential with Safari (Mac), I don't see the Open Activities. Chrome and Firefox work fine. All my extensions are turned off.
Sales Orders Reports
How do you get the account name in sales order reports. In my version the account name is missing from the list. I would like to see a report with account name, product name and code. I've tried the following: Linking Account to Salesorder: When I link account to sales order and ask only for account name and sales order subject, I get a report. When I link account to sales order and and ask for above, plus individual product details, I get a frozen browser and have to back out. Please help.
sales team daily report
Hi, I am just two days in ZOHO. How do I get to know the various activities my sales executives do on a daily basis ? -- such as making calls, new leads generated, client visits etc. Thanks.
Zoho CRM integration for validation against our database
Hello! Thanks for your support! I have a question, Im new to zoho and currently evaluating it for our organization. We are a government institution and basically what I need to know to be able to use Zoho CRM is if somehow we are able to interact with our own mysql database. In our country every citizen have an identification number similar to the social security number in the United States, my question is, can we somehow create a field in the CRM module, that validate the identification number of
Mass insert record in zoho crm
Hello Are they specific api to mass insert records into zoho crm ? If no, how many records can I insert in one call ? Thanks for your help Regards
I am trying to use the ${TOMORROW} as a conditional value to limit a view for all entries up to tomorrow
Is this possible? It would be great to be able to use before or any other modifier related to date value. Any plans for this or work arounds? The before tomorrow would be very useful for task views where all I want are open tasks for today and any previous un-closed tasks
Creating Record from Zoho Apps to Zoho CRM
Hi, I tried to collect information from Zoho Creator Form to Zoho CRM. The zoho creator form we have indicates among other things product details (in our case, properties). I want some product information to populate "Products" module of our Zoho CRM. I thought I followed the instructions correctly that you have in here: https://help.creator.zoho.com/Creating-a-record-in-CRM.html but it didn't work. Perhaps I did something wrong so please help. The error message is: Error at line 8 : Variable zoho.crm
CRM Invoice to Invoice App
Perhaps I am making a mistake, but I have subscribed to the CRM and invoice services with ZOHO. In CRM, it has an option to create an invoice, but it doesn't seem to link with the invoices application. Am I doing something wrong, or do I just not use the invoice module in CRM? Thanks for your time and a good product.
'status' criteria not displaying in my views
Hi there, Most of my views work on the 'status' of an order but for some reason this criteria is showing up blank this morning in my views. The status is still correct in each of the individual tasks but the column is blank under 'status' in my views. This means I cannot track my current orders as the filter criteria also doesn't seem to be able to see what is completed and what is not! How do I fix this - it seems like a bug but is more than likely something I have done. Kind Regards, Orla
creating email lists
Hello, I would like to know how to create email lists within Zoho? I used Outlook in the past and you could create a distribution list and then select email addresses from your contacts. Can this be done in Zoho? Thank you Kris
Automatic reminder for birthdays as well as exportation to google calendar?
I just imported my contact information and would like have reminders set for all their birthdays. I can do this manually by creating an event, setting it to remind me three days in advance and then saving and exporting it to my google calendar. However, I have over 1000 contacts and this would take some time. I'm wondering if there is a way to automate this process? Or at least have the date of birth automatically exported to google calendar. I appreciate your help!
Date Formatting for formula
I currently have a Start_Date field on a custom form. The user inputs the date and another field, End_Date is a formula calculated a week after the start date. The code to do which is simple enough. (Start_Date.addDay(7)).toDate("dd-MM-yyyy") It works fine aside form displaying with the time. All records have the date followed by 00:00:00. I don't want it to display time. I'm sure its something simple that I'm just not seeing and thank you in advance. -Ian
Zoho CRM Down ?
Morning, Is Zoho CRM down at the moment , we keep getting an Internal Server 500 Message when trying to access all functionality in CRM. Many Thanks, Regards, Tom Feeney
Stuck in funnel report??
I need to be able to quickly see all opportunities that have been in a given funnel position for longer than XXX days
Roadmap and Product Documentation updates
While trying to track down a timeline for a couple of long-requested features I discovered that the Roadmap page has not been updated since October, 11, 2011. And the "What's New" section of the Knowledge Base/Wiki has not been updated since July 13, 2011. This is not particularly encouraging.
Third Party Email Marketing?
Hello, Are there any third party email marketing services that can be linked to ZoHo CRM for mass email marketing capabilities, such as Constant Contact or Vertical Response? Thanks.
Number of Mass emails per day change?
Since your mass email setup screen is based on 100 per page, can you change the number of emails allowed to by by the Hundred too (200,300,400)? Just makes it easier to know where you left off for the following day.
Importing "Products" to Zoho CRM "Campaigns"
Hi! Is it possible to import "Products" the way we are able to import "Leads" and "Contacts" to Zoho CRM Campaigns? If so, how do I go about it? Please advise. Thanks a lot! Regards, Queeni
Remove all contacts from a campaign?
I accidentally added a few hundred contacts to the wrong campaign, and now need to remove them all and re-add. Is there any way to do this other than one at a time?
Deleting an account...but retaining the contact. How do I do this?
A former employee entered leads as "accounts," setting up dozens of accounts that we don't actually do business with. I want to retain the contacts in our database for emailing purposes and promotions - but the companies these contacts area ssociated with are not current accounts of ours. Is it possible to delete accounts....but not delete contacts associated with the accounts that were created? Sharon
Workflow support and or training
Hello I need about 1-2 hours support and or training so i know it is all setup and working right jason
Zoho CRM - The New UI and Much More!
December 15, 2011 is here and so is the public launch of Zoho CRM's New UI. The new look to Zoho CRM and more, provides our users the benefit of less CRMing and more Selling. Now that the new UI is publicly launched, lets guess some of the questions that you have in mind. Why are we changing the UI? Read here to know the full story. How can I access the new UI? All you have to do is, just sign in to your Zoho CRM account. The new UI is available, by default. Will I miss any features in the new UI?
No way to link Contacts and Invoices on reports
No way to link Contacts and Invoices. I get a message : The report you are trying to access is not available. Following could be the reasons: - You do not have permissions to access this report. - The report could have been deleted from Zoho CRM. I have admin privilege.
Can i convert each email address (on original lead) into a separate Contact Automatically?
or is this something i need to build in Creator
No way to install/uninstall word plugin
No way to test this module, still have error message whaen connecting word. An error has occured in the script on this page line 25 char 904 Error expected ')' code 0 url www.zoho.com AND no way to uninstall the module either. an installation support fil _IsUser.dll could not be installed acces is denied
Associating emails with a record
In the past, whenever I'd send an email from within Zoho CRM or via my own desktop email client, a record (copy) of that email would be found in that lead's record. Now, I don't see that. Help!
Search a specific field only?
Is there a quick way that I'm missing to search a specific field in a CRM module? Say for instance I want to search for all the contacts I have in London. I can create a report or view, but that is a multi-step process, and you end up cluttering up your reports or view folder...I don't want a dedicated report for each city in the world...but I'd love to be able to quickly search just the city field (or some other field) for matches
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