New Field Created
I created a new field called Alliances. Each time we meet a new client, I add a new alliance (or group the client belongs too) like FOA or FOX or CPAAI. However when I enter that new lead and try and pick that new "alliance", if doesn't show up in my drop down menu. Even if I go and pick a random old lead or contact and try and add this new alliance, it doesn't show up as an option. How do we fix this?
Basic Monthly Lead Reporting
Hello, I want to create what seems like a simple report: How many leads did we receive in X month? This is easy enough if the leads are not converted to potentials. Once a lead moves to a potential file, I lose the lead created date. I can easily pull a lead report by date and a potential report by date but the potentials could have been created by a lead we got yesterday or a lead that came in 2 years ago. How can I create a report that shows, for example, in "April 2015 we received X leads"
Export all emails to clean list and reimport back in
I want to export all emails in the system, scrub them to validate and then reimport / update back into CRM. Is there a defined process?
WorkFlow Custom Functions Create Potential
Hello I am trying to create a custom function but I am not seeing any results when I execute the script. Could anyone help me with my code , please? void worrkflowspace.LeadtoPotential (int leadid ) Lead_id = input.leadid.toString() ; lead = zoho. crm.searchRecordsByPCD( "Leads","leadid",Lead_id) ; potentialmap = map() ; for each led in lead { Potentialmap.put( "Lead Owner", led.get("Lead Owner")); Potentialmap.put( "Contact Name", (led.get("First Name")) + led.get(("Last Name")); Potentialmap.put(
Notification for Tasks in CRM App
There should be a way to allow pop-up notifications for Tasks in the iPhone ZOHO CRM App. Being notified both in an email AND a pop-up notification on ones phone would be amazing - but also seems necessary. Surprised that it isn't integrated.
getRecords doesn't return all columns (SOLVED)
Hi. I'm using the API to fetch the accounts and get some data from certain columns. However, only a few columns are returned with the call. This is all I get: https://crm.zoho.com/crm/private/json/Accounts/getRecords?authtoken=token&scope=crmapi&selectColumns=All&fromIndex=1&toIndex=1 { response: { result: { Accounts: { row: { no: "1", FL: [ { content: "1251294000000233001", val: "ACCOUNTID"}, { content: "1251294000000071001", val: "SMOWNERID"}, { content: "OptiCits", val: "Account Owner"},
How do i add notes to a report that I want to generate?
The report is for all my leads but i also want to see details of all notes that I have made on that lead. How do i do this?
Unsubscribe status
We are using the "Autoresponders - Push Member Status as Fields in Zoho CRM" in Zoho Campaigns. It seems to be working as I am seeing the data populated in Zoho CRM. My question is if a subscriber unsubscribes from a list is some sort of unsubscribe status sent with the Push Member Status functionality? If not, is there another way to get the unsubscribe status into the CRM without having to use the API?
Phonebridge set up problem?
I downloaded the asterisk ad on, My problem is, hwo can i edit the file? Extract the. zip file and save it in the machine that you want to run the PBX adapter. (This system should be able to communicate easily with your PBX system.) Edit the "Zoho/ztiadapter/conf/zti.properties" file and configure the authorization key Edit the "Zoho/ztiadapter/teleadapters/asterisk14/conf/asterisk14.properties" file and configure the PBX details Run the nohup sh run.sh & command inside the zoho/ztiadapter/bin directory
PhoneBridge Stopped Working
Hi Guys my phonebridge has stopped working. Any ideas? What information do you need? Jeremy.
Zoho does not have any color text or bold features, we think this is imperative in any database
We are really disappointed that . We would not have implemented Zoho if we had known this was not a possibility from the start.
Details section disappearing
We are seeing multiple instances of the DETAILS section disappearing, in ours and our clients' Zoho CRMs. It seems to be maily where there are some Activities associated with the Record. It just displays the words "undefined" and "Loading..." where the Details and related lists should appear. Clearly the link has been lost somehow between the Main record and the associated Details section. This is a serious bug and needs to be fixed urgently, as it will effectively inhibit proper use in a fundamental
Crm languages
Hi I wonder how many languages you may have CRM for mobile and tablet . Thanks
Email Privacy Issue that Zoho does not seem to understand or acknowledge.
You can control which fields a Zoho user can see based on their profile / organisation. So you can allow different departments in an organisation to see only the data that they should see. I would like to have privacy settings so that departments (in a company) cannot see the emails sent by other departments to the clients. i.e. I do not want customer helpline advisors to see emails sent to the client by the legal department. i.e. i do not want junior staff to see emails sent to clients by senior
Skype gives me the wrong country code!
When I click on the telephone button to dial out of the CRM, Skype comes up but assumes the wrong area code. When I dial California from Arizona, 310 LA area code is dialed as a 31 (Netherlands) country code. 1) How do I set Skype or the CRM to automatically dial out to US numbers? 99% of my calls are to US numbers. I see that I can dial the US number if I add the US country code 1 to the number just before I click to dial. 2) Can I set the telephone field to include the country code 1 by default?
Can I create a report or view which compares two fields?
I want a view of accounts where one date field comes before another date field. As far as I can see there doesn't seem to be any way to do this and the only options are to compare fields with fixed values. Is there any way to achieve this? It doesn't have to be via views or reports if there's another way to do it.
Want to show who was last responsible for "Potential Last Activity Time"
I want to list all Potentials by their Last Activity and by who carried out that Activity. The "Potential Last Activity Time" I am using in a report works fine - I can list Potentials in order of most recent activities, including Notes being added. However, I also want to see who was the last person to carry out that Activity or Note addition. There doesn't seem to be a "Potential Last Activity By" which includes people who added Notes to a Potential. "Potential Modified By" and "Activity Created
Creating tasks in Zoho CRM email - why don't they show up in CRM Activities ?
When I am reading my POP emails in my Zoho session i have the option at the bottom of the email to create a new task. How do I make that task show up in my Activities on my dashboard?
Create custom field that will close the task?
Hi, Perhaps there is a way to do this. I want to create a couple of custom fields for my task status list such as "Cancelled" and "Abandoned". When doing it, then it should "close" the task and no longer show up as active/open. Is there a way to do this?
Is there any use case of university?
I am looking for case that Zoho CRM use case in university or college. Do you know any case study?
Reviewing products purchased
Hello, I may be wrong but it appears not to be great for data entry for actual products purchased, in the way of quantity and date or purchase. Tried on the Leads page under `products` and also the Accounts page under `products`. It can be done on both, but it is a bit clicky and definitely not immediately apparent. As the time goes by and more records are added, it will be time consuming to look for info`. Has anybody used it as a product based system and found a way to both enter and access
Trying to view my CRM mails in one place
Hi I would like to know if there is a way to view the CRM mails sent out (email templates sent in bulk) in one place along with the date sent etc in one place vs clicking into each client individually. Thanks Lyda
Quote Pricing totals not correct
Hi Guys, Please see attached photo. The totals in the lower corner are not correct, the tax and discount don't show up. can this be solved?
Requested enhancement to BCC function
I notice that if I include a colleague on an email as well as a client alongside the BCC function, you add my colleagues into ZOHO CRM as a new lead/contact. Can you allow the user to configure the BCC to exclude certain email domains when adding new contacts? Thanks
Recreating default values for standard fields pick lists
After customizing Zoho we're interested in evaluating the original values in fields that we previously changed. Is there a document available that has these default values?
Activities - Calls
When viewing Activities and My Calls, the calls appear in an order that goes further date from today down to today's date. This makes no sense. I would like to be able to see what calls I have to make today rather than in january of next year. Can anyone tell me how to change the order these appear?
How Do I create a view of leads or contacts based on the campaign member status?
I need to filter leads and contacts views based on campaign member status pushed from Campaigns. I've created a custom text area field for this purpose,but with only 2000 characters it is too small to use long term. Is there another way to create views based on click or open responses in one or many campaigns? I want to use other criteria in the view as well?
Erase a crm user by error how can i recover it???
hi i erased some zoho crm users by error instead of deactivating them is it possible to have them restored???
Mail Merging into a Google Doc
Hello, Can Zoho make it an option that when we mail merge into a template, Google Docs is an option in addition to Word and Zoho Writer? Thank you, Katie Modell, Pure Power Solutions
Unable to de duplicate contacts in CRM
Having been able to de duplicate contacts in Zoho CRM in the past. I am now having problems with this function see attachments. As you can see I have two contacts called Graham Cunningham. I do a search in contacts on Cunningham (contains Cunningham, but have also tried starts with Cunningham with same effect). Results- only one return on
Duplicate Leads
My Leads Database did not include E-Mails so several records uploaded and I now have Duplicates in my Leads. What can I do about eliminating these Duplicates? Rolf
I have created a custom field, but i am the only one who can see it?
Can anyone help?
LEAD NOTIFICATION and REMINDERS
Hi People, I know this may sound a little silly but I am really struggling to keep track of my leads. I use the systems every day but always seem to lose leads or lose track of exactly where they are in the process. We set task reminders but dont seem to get any alerts and MISS the correct time to call. Can anyone help?
How to convert a date time field to date field and not to lose data?
How to convert a date time field to date field and not to lose data? Thanks, Helen
iPhone ZOHO CRM ICON MISSING
I cannot see the zoHo CRM ICON ON MY IPHONE 6 PLUS AND MUST OPEN IT FROM THE APP STORE Is there a fix for this please.
how do I group my contacts?
I carry out freelance marketing work for a number of clients and I want to manage my press contacts for each client in different groups, or at least have a field that allows me to see a list of contacts relevant to each client. How can I do this? I'm only just setting this up so all new to me! Many thanks.
Can you add a new Zoho CRM user via the api?
I'd like to be able to add zoho users using the api. Is that possible?
I'm using CRM Enterprise and the Currencies option isn't showing up
I'm trying to enable the currencies option in organization settings and it's not showing up as an option. Please help me enable this. Thanks!
Trying to Import Overwrite Contacts - it's duplicating them
I am trying to add a Nickname field (that I failed to map in a Migration) to existing Contacts. I ordered a backup, took the Contacts1.csv, removed unnecessary columns, added the Nickname column so that it looks like this: Contact ID Last Name Nickname zcrm_1321927000000238739 Rosenbaum Rich zcrm_1321927000000262920 Kahlbaugh Rick I then tried to Import it from the Contacts Page (not via Migrate), using Import/Overwrite, and mapping the Last Name column. The result is always 2 new Contacts - it doesn't
Can I make a 'constrained pick list'? I.e. a list of services, and then a second list of sub-services?
Hi there, I would like to create two service fields, one for 'Service', and one for 'Sub-service', so that when a user selects a certain service, only the 4-5 sub-services related to that value are available in 'Sub-service'. Is this do-able in Zoho?
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