Android app log call
It would be awesome if, when using the Android CRM App, and making a phone call, the phone call could be logged. Would make life on the road a bit easier. Would not have to use the full online version then.
FB/Twitter style Newsfeed for ZoHo
Is there a module available for ZoHo that has a FB/Twitter style newsfeed? What I mean by this is like a timeline that lists any activity on a lead or account? I would like to be able to at a glance see any notes that were entered to any account around the end of the day by any of the users without having to open each every account individually and check to see if any new notes have been entered.
Select-All "Follow" -- All Leads - Pulse
Is there a way as an admin to select-all and "Follow" every lead etc to track organization activity in the Pulse area?
How to build CRM for events in multiple years
I am using Zoho CRM for an event planning business. Our clients are cities, who re-sign with us every year. So every year they are a 'new' account. If they don't resign with us, we get a new client in that city. I am trying to figure out the best way to build this in Zoho. For example, we have an event in Atlanta every year (2013, 2014, 2015). Each year is considered a new Account, but lots of the contacts stay the same through out the years. I need to create a separate profile for each year, as
Zoho Default Task/Event Notification Email Feature
Is there some reason why the email does not come through with any content nor any account name details. Is there a way to include this info?
Sales back button
Hi, I've been using Zoho for quite a while now and I must say it really helps me be on top of all my leads. However, one small thing that really annoys me that I think could be fixed easily. Whenever I go through my leads and click into them, then click the back button it takes me to the top of the page rather that the place I was up to. I then have to scroll down again and look for where I was up to. Is there any way to change that? Thanks in advance, Sal
email view on contact and lead
Is it possible to show an email template name rather than the subject line on the contact or lead page?
Table colour
Can I change the background colour of the table in email template?
Delete series button
There should be a button for "Delete series" for activities in general.
Add industries to the Industry field.
Can we add new industries in the free version? What do we need to do to add this feature?.
Third module in a report?
Does anyone know if there is any way to include a field from a third module in a report? I would like to include the main contact name of the person connected to an opportunity along with the company name and opportunity information. Any help appreciated. Thanks
duplicate registration for the same company
Hi, please help us to find the best solution. Delete the second registration or you can merge it? Thanks, Arpad
Last sent email or call
I'm trying to figure out how to filter our database and get a report I can use. I need to know the following: In the last 12 months who haven't we called or emailed? I'm trying to run a report but I'm having issues. Can someone please help?
How to create a new lead view
Hi, How do I create a new view in the leads? I can't get them to be in groups such as NSW, QLD etc. Any advice?
I want to create a campaign that sends a unique URL to each recipient
how do it do this - I have the URLs against each name in a file that can be imported.
Function for MASS merge of duplicates
Is there a way for mass merge of duplicates and not only 3 at a time?
Zoho CRM - New User Added
I added a new user via the Zoho CRM tool. The process for taking the money and adding the user went fine. However the new user never got his email confirmation. He checked his span and did not see it. What could be the issue?
MailMagnet - Notifications on Receiving Customer Emails
For every sales representative, email communication and follow-ups are among the top items in their To-Do lists. It goes without saying that sales reps know how important a timely response is to an email from a prospect. In that case, how well is your inbox organized? Are you getting instant notifications so that the most important emails from leads and contacts get your immediate attention? Well, if you are looking for a way to get instant notifications when you receive those important customer
Mal formed XML Response when inserting Accounts with option &duplicateCheck=(1)&version=4
Hi, when I'm inserting multiple records in accounts with the option "&duplicateCheck=(1)&version=4" sometimes I receive a wrongly formed xml which is missing a starting tag , the example where the starting <row no="97"> is missing. I'm using the duplicate option because the multiple insert is not returning the response which will provide enough information to map the request and response which is crucial in my case. With Mal formed response i have even more problems... any advice ? regards Tomaz
Web Form Autoresponder being flagged as spam - either email issue or SMTP server issue?
Hi, I have setup a web form that sends out a intro email to leads. This works fine, however the intro emails are being placed in customer's spam boxes so unless they check they don't get them. There are a couple of issues that might trip up the spam filters:- 1. My email on here is julian@over... that is automatically picked up on the setup for the autoresponder, but I have set the responder to reply to sales@over... This disparity may cause issues - annoyingly I have setup the sales@over... address
How to inidcate which contact is the main contact?
I have several contacts for one account. Looking at the Contacts section on the accounts module, it doesn't show which is the Main contact nor even their job title, is there a way to indicate which one is the main contact on this view?
Post Code does not link into contact module
When i create a contact for an account it does not pull over the post code that already exists within the account's module. Help?
What function does the "Follow" tab perform
Recently upgraded my subscription and now see a tab on the right hand side of my screen that says FOLLOW. Can anyone tell me what this does. Thanks David
Create module link not available
Greetings I want to create a new module but I do not see a "Create Module" link on the module customization page. Is this a permissions issue? I am an admin user. thanks!
CRM is not functioning correctly - can't create new lead or contact, etc.
Hello Thank you for the use of this program. I have been using the CRM for several months with no issues at all. Today, nothing is working as it should. I can't look up a client; can't add new lead or contact; can't see all my existing contacts even, etc. Would you be able to investigate the issue asap please? Again -- THANK YOU!!
Can we add a NEW CUSTOM FIELD in the free version?
or do you have to have a paid subscription for that?
Document Revisions Made Easy with Real-time Editor in Document Library
Picture this: You are about to send a Sales Agreement to your customer but you notice that the 'Definitions' section of it needs changes. You share the document with your colleagues through email for their inputs immediately. However you end up waiting for hours or even days for them to revert. And when they do get back, one can not escape the multiple back-and-forth revisions. In spite of giving it top priority, ever felt that much of your time is wasted in getting a single document finalized? Not
Probability is not saved
Hi When editing an opportunity and changing its status, probability is correctly updated. But after we save the opportunity and checkout the result we see that the probability is not updated. Waiting for your help Thank you
Image in Email template & template background
Am I able to wrap text around an image, when I have inserted the image in an email template??
Rest api do not response and debug === res ::::::::System.HttpResponse[Status=Moved Temporarily, StatusCode=302]
public with sharing class ApiCallOutUtility{ //static String endpoint = 'https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCreator/creatorapi&EMAIL_ID=gulshangupta90@gmail.com&PASSWORD=gulshangupta90'; static String endpoint = 'https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoCreator/creatorapi'; static String username = 'gulshangupta90@gmail.com'; static String password = 'gulshangupta1990'; public static HttpResponse getCallout(){
Update Accounts by matching Zoho Account ID instead of Account Name.
In our industry we have a great deal of companies with the same name. This makes updating Account information very problematic! It would be very helpful and more logical to have the option to use the Zoho Account ID instead of the Account Name as the matching field for updates.
Using Pictures in Zoho CRM
Can someone please explain how to import and display photos in Zoho CRM? Thanks MichaelB
unable to match linkedin profile
repeatedly there is following system error - "We are not able to retrieve information from LinkedIn. You will not be able to perform this action for sometime. Please try again later." Is there any daily limit for creating Linkedin connections?
What's going on?
When you use a system like we do, all day, every day, it is easy to notice when things are not right. For the last week or so, we have been seeing and experiencing minor service/performance issues: Email screen will not load properly - long delays - but it always eventually opens. This is not normal. Tried to access email and got a message that suggested there were to many attempts to access email? Really? That is a new one - never, ever got that message in 5 years of usage. Longer than usual time
How can we get Account id of a Account in account module
Now i am inserting a quotes using xml and curl but in the field list i have one filed by name ACCOUNTID from where i can get this accountid value. pls help me
how to get account list using api?
Hello, I Converted my Leads into Account, While use lead api i get all leads however converted leads not display inside Lead Api Can anyone guide me how can i get Account api list ? Thanks Nishant
Combining Two User Accounts
There are two accounts that have two different email addresses but really they are the same person. I cannot deactivate either one. How do I combine these two accounts into one?
Email integration
Hello Zoho forum, I am a new paid "professional" subscriber to Zoho. During my trial period, I generated an automated Zoho email that I could bcc on my emails so that these emails could be automatically linked to my leads and accounts, using content recognition. I have been using that bcc but the emails are not showing up in Zoho. Could you offer any advice on how to get this working? Is this kind of email integration included in "Professional"? Thank you Jonathan H
Next Button Positioning Issue
Using Firefox with normal zoom settings, the next button at the bottom of the leads page is off the page and requires moving the browser to the right. Sounds like a simple issue, but it is a major pain to deal with. I have to zoom the browser out to make it viewable without moving the browser. Is there a way to fix this?
Upgraded edition
Hi everybody, I would like to know if is it possible to upgrade only one accout to the next edition. We have the professional edition and we want to have the enterprise edition. But i have to try it before, just me. Is it possible ? Thanks. Best regards. Lionel
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