Account migration
Hi; I'm in the process of migrating CRM data from our previous CRM to Zoho CRM. I'm currently trying to migrate Account information. I manage to get the Account records created, with correct info and correct dates, however there are two things not working as expected: Account Owner Id: It always is set as the Adminitrator Id, regardless of the Account Owner Id that is specified in the CSV migration file. I've tried with the User IDs provided by Zoho when I do an export, as well as with the User Names,
How can I add the name of a task on the Subject Name Lookup
My tasks are usually all the same (Send 1st follow up, Mail Certificates, Reconnect for 2016, etc...) I want to add those to to the Subject Name Lookup when creating a new task so that it's already there for me to chose from. Any idea on how to do that?
A working example of how to use fileUpload using python
Here's a simple script that you can use to upload a file to zoho using python. Everything else I've tried kept failing for some reason. Many thanks to Sergio Basto for creating the module that makes doing this very easy. Go to https://pypi.python.org/pypi/MultipartPostHandler2/0.1.5 and get the egg file and install it. The sample code is as follows. You can use this to add attachments to contacts as well if you desire. I haven't tested for Leads module but I'm pretty sure it works fine. Please
How to send out quotes in zoho crm? Add paypal link invoice?
How do you send out quotes to prospects/clients in zoho crm? I see the link for a print preview... I want to Email the quote to a client. I also need: After quote is approved, I then want to send an invoice via email. On the invoice I need a "click here to pay" link with the correct amount due set from the invoice amount. Go back to VTiger and mod it for these features?
Log a call box
How do I get rid the fing log a call box.
Can I permit a user to only view/modify certain accounts?
Hi I am quite new to zoho and I have have the Professional version. at the moment I have 2 users: 1 administrator and 1 standard I would like to know if it is possible to add a 3rd user (paying of course) but I would like to create this 3rd user in a way that he can add/view/modify his creations (as a standard user) but with the addition that I (administrator) want to be able to give him access to certain accounts (only if I want to share the contact with him) I have been trying to understand how
invalid parameter value - CRM
At the bottom of an email message body I have been able to choose from the options Info; CRM; Notes; Tasks; etc. The CRM option normally allows me to setup a task with the CRM fields. Now it shows: invalid parameter value What can I do to resolve this?
Notes related to Potentials
Can we fetch all Notes related to Potentials module in a single call? For example - If we have 3 Potential Ids, then, by using getRelatedRecords method, we can fetch notes by calling the method 3 times. Can this be done in a single call?
CRM Invoice integration with Paypal, etc. to receive electronic payments?
Can you tell me how long it will be, or how high a priority it is to get the CRM Invoice application set to receive electronic payments via Paypal, etc.? I think this is a critical business priority. I know you have it available in the separate Zoho Business Invoice app. It works great. But, the integration with the CRM is mission critical for most of my small to mid-sized business clients, and particularly for a large project I am working on. Thanks, Scott Kaye Streamside CRM Scott@StreamsideCRM.com
Seperate Accounts or add a Member Account???
Hi, I'd appreciate some suggestions. We have a lot of companies with two departments ie. Northampton Building Control and Northampton Development Control, is it better to have separate accounts for them or add one as a member account to the other? We want to send mass emails, which will sometimes be to both departments but sometimes just one of the departments. Which way would be easier for us to be able to pick and choose who gets sent what?
What do you do with this CRM? I would like to know when to call back is that so difficult?
I schedule a call back ? then what? As I have no reminder Pop how am I supposed to know who to call, or what leads have not been called? Have you people ever tried to use this stupid software to do business with?
Sort leads by category ?
I've been trying to find the answer to this for an hour. I"m sure its something simple I'm looking over but I simply can't find it. I want to be able to assign my leads to a category (ie. IT COO's; Medical CEO's, etc etc) so I can easily see leads in these categories. I simply can't figure out how to do it. Can anyone help me out ?
mutiple contacts in leads
How do you create multiple contacts when put into CRM as a lead? I wish to upload a CSV file that has more than one contact per lead being uploaded.
Upgrading from older version to newer version of Zoho
Can free users upgrade from an older version to a newer version of Zoho?
Convert Lead with existing account
How should we use API method convertLead without creating duplicate accounts? Tanks, Lauri
How to duplicate data from account to prospect?
Hi, I'm trying to set up Zoho CRM solution in start up according to our sales process. I was wondering whether i can duplicate data from account to prospect by just changing a field/parameter on the account's page. Let me be clearer : I added a status field onto each account to qualify the sales status of each company we're dealing with. When I change the status field of a lead to be an "active prospect", I would like that action to duplicate the account into the prospect category so that I can follow
Auto Populated Value from One module to Another module on selection from look up.
I have to auto populate data from contact module to potential module. I have a section in contact module which have some custom fields. I have to populated that value to potential module when i select contact from the potential module. By using custom function, it is possible but it is populate on save module. I want value auto populate to fields when I select any contact from potentials look up fields.
How Do I Verify A Reply To Address when setting up an email template?
I created an email template to use with Leads in CRM. When I tested it by sending it to myself, I got an error message saying I needed to Verify the Reply To Address and no additional instructions were given. The Reply To I set up was my assistant using the same domain as myself which are both hosted by Zoho and have been for some time now.
User not seeing correct Leads layout
Hi all I've customised our Add New Lead layout. Recently I added an employee to Zoho, but they don't see the customised layout, they only see the original Add New Lead layout. However, if they go to Setup -> Customization -> Layouts, they can see the modified layout. We're new to using Zoho, so I'm now stuck. Do I need to assign the new view to them? Thanks
Cant find the Zoho Quote reports
Hi, I am on an older free version and don't seem to have access to quotes. By error, I moved a bunch of reports to "quote reports" section. Now I cant find them on my report page. Is there a way to access them? regards Krithika
Problem opening PDF template downloads!
Is there anyone who has this problem, when i download template as an pdf to my computer ut PDF is almost totally blank when opening it in adope or prewiev (mac). But the file is whole when opening it whit the space prewiev function from finder, or when opening it on another mac, or in the mail program! Anyone here who has the same kind of problem? Maybe its a yosemite OS problem?
Adding Participants to Event via Workflow or Custom Function?
Is this possible. I am adding an Event using the Create method in a custom function. Is it possible to add participants to that event in the custom function? Basically what I am trying to do is send out an invite for the event that was created. I haven't found a way to do this using automation. Thanks,
error message is blocking access to crm
I get the following message when I try to use the CRM data that I have imported. The connection has timed out The server at salesiq.zohopublic.com is taking too long to respond. The site could be temporarily unavailable or too busy. Try again in a few moments. If you are unable to load any pages, check your computer's network connection. If your computer or network is protected by a firewall or proxy, make sure that Firefox is permitted to access the Web. Why is this happening?
Date-Time fields Not Updating Time
Hello, I have been having an issue for months with date-time fields. I need to update the times on a lot of them for events/meetings, but it only gives me 1:00 am or 1:00 pm as options in the drop down. I try typing directly into the field, but it will not let me. I edit the entire potential and try to fix it there, and it still won't work. How can this be fixed? Thanks, Hannah
Zoho Email who to add email from contact so it's listed under their Contact page in Zoho
Hello, I just setup my Zoho Email and the old emails have now been populated in my inbox. I would like to add these email to the appropriate customers who are already in Zoho Contacts. How can I go about this? thanks!
Deleted user still in Zoho Mail Add-on Users
Hi, I've deleted an user, it's no longer in the users list but it's still in the Zoho Mail Add-on Users. Because of that, I still can see it in the ComboBox which display e-mails interractions with a client. How can I definitly remove this user from everywhere in the Zoho CRM please ?
change account owner also change open potentials
When I click change owner on accounts module, is says "All contacts, open potentials and open activities of the account will also be transferred to the new owner." but, the system change all, open and closed. I need help to fix this, maybe a set up problem because I also have problem on forecast module. Thanks,
Number 0 not showing up when saved in an integre field? Why? How to resolve?
Number 0 not showing up when saved in an integre field? Why? How to resolve?
Auto Response and Returned Mail go to wrong email address
Does anybody know why or how to stop returned mail and auto reply/responses from going to the @zoho email address when sent from any of the accounts I use? I use a different address as default for everything and this becomes annoying as things can get missed. Thanks David
Web form builder + Zoho CRM ? Need opinions.
This is Nishant, from formcrafts.com. FormCrafts is a new online form builder. Some of our customers have been asking us for a Zoho CRM integration. FormCrafts is an online form builder. What makes us different is our advanced set of features (embed popup forms, auto-save form progress, multi-file uploads etc ..), and focus on providing a great UI. So, FormCrafts would allow you to create custom forms using a great drag-and-drop interface. You can embed these forms anywhere. The integration would
How do I know if a mass email was sent?
I set up a mass scheduler to send a mass email. We almost always get 10-20 responses, but did not get any at all for this one, so I'm trying to see if the scheduler actually sent something or not. Is there a way to confirm that the scheduler did send? Some sort of "Sent folder"? thanks
unit price vs list price
can somebody explain what is difference? does list price means price from vendor? if yes who decide about unit price? best regards, p
Changed the company name of a record by mistake
Hi, I have changed the company name of some Leads by mistake. How can I undo? Thanks, Giulia
Approved Changes Summary Report
We want to use ZOHO to manage our account ranking process and replace a legacy, home-grown PHP-based product. I was able to create the Approval Process for the rank change and that works. What I need is a report that summarizes the accounts and new ranks for the approved requests for additional downstream processing into our other legacy systems. I understand that I can see a history by account owner, but that doesn't appear to be downloadable. Any suggestions? Thanks in advance! John Galich
Glitches in mobile app
Is anyone else finding that the mobile app has a lot of little glitches with it. Today my "todays events" are all showing up 2 times. Yesterday had google maps showing the address 3 times
The inability to hide views is a major flaw
I previously posted a request to be able to hide views. There are two issues with not being able to hide views: 1) Usability - having the drop down list cluttered up with completely useless views is very annoying. 2) Security / User Groups - having ALL user groups being able to see ALL default views prevents setting up a secure system. If I set up 2 user groups ("Group 1" and "Group 2"). I want Group 1 users to be able to see only US customers - so i create a custom view the only shows US customers.
How do I display Account Names for "Contacts" in my Campaigns Module?
When I add Leads to a Campaign their Company Name shows up next to the Lead Name in the Leads list. However, when I add a Contact to the campaign, only the name shows up. The name of the company they work for (the Account name) is not listed. How do I get Account Name to show up in the Contacts list? Seems strange this isn't available by default...
Need a Developer for integration Aweber Webforms with Zoho CRM...API..webforms
I am wanting to have my data from my aweber web forms and list automatically drop into the CRM as well. aweber is an autoresponder and list manager. It was advised by the tech support to seek out a developer for this task. API key was the suggest method of transferring the data. I can be reached at shane@probusinesscredit.com http://probusinesscredit.com is the website.
What are best practices for managing potentials in long sales cycles
Hi, Anyone else using Zoho CRM have potential in long sales cycles? I'm looking to discuss what could be some best practices in managing these to ensure reports reflect it correctly and reps can have a systemized way of handling it. For example, what if a potential has been worked for a long time, then gets closed. Later it comes back into play, maybe with a different contact, from a different source. Do you create a new potential or edit and note in existing one. From a reporting stand point,
How can i mass updates several accounts with same product?
example: i have 46 accounts selected in account modul - now i need al this account update with same product form product module. is there a workflow? thanks
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