Tracking Products through the sales process
OK, I am baffled by this one. Need help. In a Lead, I can associate products with the lead. I can convert the lead to a potential and have the products associated with the lead carry over. I can also just create a potential and associate products with it. When I was to produce a quote for the potential, why can I not (or how do I) carry the products associated with the potential into the quote?
ZOHO CRM VERSIONS
How can I go back to ZOHO CRM free version? I accidentaly started a professional version trial for 15 days, but I just want to have free version. Thks
How can I edit the name of a report ?
I can not edit the title of a report I have just now created. Can someone please assist !
When logging in - system says you do not have permission to view this component
here is the complete message: You do not have permission to view this component as corresponding module has been disabled in your profile settings (or) in Organize Tabs I think its been happening since I tried to login through my ipad.
Massive emails reports in the crm zoho?
Hello! I just sent a massive email to most of my possible clients and would like to see where can i follow the result. I cannot even find the place where i can review the sent emails nor is it listed in each of the possible clients. Could you please help me? Thank you!
Is it possible disable a decimal field in Zoho CRM ?
Dear Team. I want to know whether I can disable a numeric field in Zoho CRM or not ? I don't want disable read/write permissions, I just want to disable the field as a normal user can update the field through custom actions. Your help is very much appreciated. Thanks in advance.
Deleting Contacts best practice
hi there, I'm wondering what methods users have adopted to managed 'old contacts' It is probable that Contacts will degrade overtime (people change roles at clients/ opportunities lost). So what does everyone do with these? We have a method for deleting/removing suspects. However the rich history often associated with a Contact requires a different approach. I was thinking to create a picklist on 'Status' that included 'Dormant Contact' / These can be filtered out of reports/views but not deleted.
I want send SMS with in a Custom Function Zoho CRM.
Hello, I want send SMS with in a Custom Function Zoho CRM. URL = http://www.sms-lowcost.com/cgi-bin/?keyid=xxxxxxxxxxx&sms=Hello&num=0663681510&emetteur=MaSociete7 What is the correct script ? I must use ? >>>> <xml>.executeXPath(<string>) Thnx _fred
Why do you offer an "edit" option in Contacts: List of Fields when it is really not possible to edit the field name?
When I click on the edit button under the Action column in List of Fields, I am not able to actually do any editing, why is this?
Primary Email Address - Does Not Exist?
I cannot emails to own primary address for my account. Why is this? I need to test my template and often copy myself on important agreements. Please advise.
Edit existing custom fields
I just made a custom field, but I want to edit it again; For example I want to change the name. Can I do this?Or do I need to drag and drop it in the 'deleted'fields and make a totally new one? Furthermore I need to put in values for the cuisines: So I need a picklist which includes: European Asian Italian Chinese etc. How do I do this?
Invited users cannot confirm their accounts
I have a problem with my new CRM users: I cannot make them accept the invitation. This is how I tried: Add new user - I enter name, email and role. Invitation is sent to the new user. She clicks the link on the email. CRM says: AAA has invited you to join XXX's CRM account. Since you are already part of a CRM account and you are the only active user in that account, you will not be able to accept the invitation. To accept this invitation you need to, Delete that CRM account. You can refer this help
Enhancements in Zoho Survey Integration, Zoho CRM Plugin for Microsoft Outlook and more!
We are happy to present to you details of the latest improvements made in Zoho CRM. They include enhancements in Zoho Survey Integration with Zoho CRM, Zoho CRM Plugin for Microsoft Outlook, Webform Integration and Zoho PhoneBridge Integration. Read on to know what they are! Enhancements in Zoho Survey integration with Zoho CRM Are you posing survey questions to a customer over a phone call? In that case, you may now quickly want to attend the survey from Zoho CRM on behalf of the customer as you
Subscriptions
Hi, I am trying to add multiple "Subscription Information" tabs so we can keep track of how many issues customers have subscribed to. Is there an easy way to add and track more than one? Thanks
unable to link email account with zoho crm
Hi! I am facing problem to link email address with crm. In the video tutorial it guides that go to setup and then email setup but in my screen there is no email setup. Please guide me.
Setting up the Logic on a Custom View Sort
Hi Guys - I am trying to create a custom view excluding certain states so I pull up everything but what's in the MD, DC, and VA region. Each time I've tried to do this, it hasn't worked. Does anyone have an idea on how to set up the sort logic so I don't have to include every state, but just exclude the MD, DC, and VA states? Thanks.
Add a checkbox in event to fill VENUE with the adress of the account or contact
Hi, all in subject.
How to use workflow for this scenario
Customer fills out "pricing form", we set the lead source to "Pricing form", then send an email with pricing and a trial invitation link. Then we want to wait 5 hours to see if they do create a trial account, if not we will send another email. Upon filling out the trial form, we will use the Zoho API to update the customers record(Not sure what to update), to tell Zoho the customer has created a trial account. If they do create a trial account, we want the "Follow up" email that will be sent after
User profiles (extending fields & viewing details)
Hi, As part of our Zoho CRM implementation, we want the ability for Zoho users to see details of other user accounts such as position descriptions, internal phone extensions, etc. We also need a directory listing of users, so that staff can be searched on and their details found. Does Zoho CRM support this functionality? Thanks
How can I lock my key accounts from other users?
There are certain accounts that I do not want other team members to be able to access. How can I lock the account so they know that the account exists, but is not to be contacted?
Contracts Report - Advanced Filter for Date Type
Hi, I am using ZOHO CRM and I need to create a custom report as described below. In my Contract Profile report, I need to show Contracts with create dates that follow these rules: 1. Last month except first 5 days 2. Current month but only the first 5 days Example: Today is October 2. The report should show me Contracts with create date values ranging from September 6 to October 5. Hope you can help me with this. Thanks.
Professional Edition - Related List - Customization
Hi there, Is it possible to Customize the "Related list" to particular Module? (not referring to For example, remove certain related list like Products, Quotes, Sales Orders from Contact "Related List" Regards
Professional Edition (Evaluation) - CRM - Attachments - Related list
Hi there In the midst of evaluation. Is there any possiblity to disable "Document", "Desktop", Zoho Docs" from Attachments related list? Just wanted to have only "Google Drive" ? Regards
Professional Edition (Evaluation) - Related List (in Layouts)
Hi there, In the midst of evaluation. Can we able to customize the related list of a particular module using the Layouts section? Regards
One to many relation: How should I configure my data structure?
I am trying to express an one to many relation. My leads are petowners and might have multiple pets which I need to store data about individually. How should build such a data structure in Zoho? best regards trond
Can You Only Quote and Account?
Many of our customers are individuals. It appears from the quote form that you must have an associated Account from the Accounts module. Does that mean each of these home owners should be set up as Accounts?
Mautic plugins integration with Zoho CRM
when I tried to push integration with Zoho CRM I get this message : Authorization failed with the error message, 'Zoho login failed with response: WEB_LOGIN_REQUIRED' using my correct login info.... is the error coming from mautic or from Zoho?
Append existing lead record data
Hi..I'm looking to append all existing lead record data with a new set of information I need. When I use Import, I get the Overwrite data, but I dont want to overwrite the data since there many new fields updated on them since importing to zoho. To simplify this, here's the real-world scenario: 1. I imported over 3000 leads to CRM 2. The leads were worked on by the sales team with new data added to them 3. Now, I've just got a list of all their twitter handles. I have created a custom field for leads
Question about getting a lookup field value from Contacts Module and updating a Lookup field in the Potential Module
I have a custom function for the Potentials Module its gets values from the Contact Module and Updates the new Potential with the values from the Contact Module. I have one new value I want to pull from the Contact Module with is a lookup field. I would think the value is a string but it appears it is not. I can't seem to pull the value over. Here is the custom functions code. void UpdatePotentialsModule ( int potentialId , string leadSource , date dateOfEvent , string eventLocation , string eventLookup
Is it possible to auto assign a Lead to an Account?
Looking for a way to automatically assign a new Lead from a web-to-lead form to an Account. I looked through the workflows and assignment rules, but I do not see the options to complete this action. Any help is appreciated. Thank you.
Is there a place for managers make notes on users?
We are looking for a way to keep record of notes we have with our Users we manage. Our reps are all over the country, so this would help us keep tabs on conversations. So far I am unable to locate a place to do this. Any help is appreciated. Thank you
Professional subscription
How can i add my google mail in zoho crm? I don't find the opportunity to manage my google apps? Thanks F
Web Form Integration pre-existing form
Is there a easy way to integrate my website form: http://www.dataseek.com.br/formulario.html to zoho. So I can add contacts directly into zoho CRM Leads? I dont want to change my form, just add selected fields to zoho leads.
PHP cURL insert not working
Hello Everyone, I was trying the insert example. Code is not inserting the lead into the zoho crm and also not giving any error. Can anyone please help. Thanks in advance. Here is the code - what's wrong in there? <?php //Initialize connection $ch = curl_init('https://crm.zoho.com/crm/private/xml/Leads/insertRecords?'); curl_setopt($ch, CURLOPT_VERBOSE, 1);//standard i/o streams curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, FALSE);// Turn off the server and peer verification curl_setopt($ch,
search for contacts an accounts does not work
I do not know what is happening but the search for contacts and accounts in the iphone does not work for several weeks. It is as if not completely synchronized. I restarted the application Zoho mobile but this is still not working. It is urgent solution because working out of the office does not serve me. Before working fine but now I do not know what is happening.
Zoho with QuoteRoller Any Advantage?
Our company has been doing quotes on a work processing document for some time. We are looking for a better way. I just started using Zoho Creator and Zoho CRM and like both products although I still have a lot to learn. Someone suggested to the president of our company that we use QuoteRoller for quotes and I see there is an integration with Zoho CRM although I see no advantage to using this over the CRMs own quotes system. I would appreciate any input.
Easy managing of tasks
I'd like to sort my tasks more easily by draging and dropping them, and can arrange them in the order I want to follow-up on them. Is there an easy solution already available or is this possible to develop? :) Right now its rather thiresome / not possible for me to arrange multiple tasks on a daily basis (they keep switching position if there on the same date). I use a noteblock (so 1.0 :S) to write them in the order I'll work on them. My teammembers use multiple other tools which do work very
CRM Custom Module API
Hi! I need to insert record into custom module i make API POST: https://crm.zoho.com/crm/private/xml/CustomModule1/insertRecords?authtoken=...&scope=crmapi Content-Type: application/x-www-form-urlencoded; charset=UTF-8 Body o request : xmlData=<CustomModule1><row no="1"><FL val="Objekt Name">qwertyui</FL></row> </CustomModule1> (parameter urlencoded) i got response <response uri="/crm/private/xml/CustomModule1/insertRecords"> <error> <code>4401</code> <message>Unable to populate data,
Check how many checkboxes are selected
Help please. Total Newb here. I have several checkboxes in my Leads module. I want to confirm that more than 3 boxes have been checked when a user creates or edits the record. Any ideas how I do that?
Email - Schedule Delivery - Set in the future
As an option, when sending an email from within the CRM. We need a way to schedule the email to go out at a certain time in the future. Similar to outlook or workspace webmail from godaddy. There is a "schedule mass email" option but we need to be able to do this for emails that are sent to individuals.
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