Calling A Custom Funttion
I want to run a custom function based on a user wanting to run the function not based on a workflow rule. i.e. When they press a custom button or run a macro. I can't see anything to do this? Any ideas?
Bcc from apple mail to contact record
How do I do this?
Font error while import leads file (*.csv)
Hello, I tried to imported a csv file into leads and they turned into error. My original file was in Vietnames font - arial normal. How to fix this? Tks, Serena
Can't import CSV file
I have less than 900 lines in file. Keeps telling me I cannot load more than 1000 lines. What is the solution?
outlook plugin newbie - emails listed as leads??
Outlook emails seem to be appearing as Leads in my queue. The emails are not leads, and have nothing to do with leads, and I don't want them to appear. Where do I control that?? Thanks for any help for the newbie!
File must not contain more than (x) rows
Hi. Having trouble importing contacts. "File should not contain more than (x) rows" keeps coming up. It has done it before and I have managed to sort it out. But this time, the problem is persisting and nothing I have done can change it. I am trying to upload around 30 contacts (from 3 separate csv files) and regardless of what I do, it keeps coming up with the same error message and the same amount of rows given. Any help would be greatly appreciated. Thanks.
Does ZOHO CRM integrate with Constant Contact
I came across an article from 2011 in ZOHO Blog that referenced Cazoomi, but don't find any information on the ZOHO site about Integration with Constant Contact. Is there an integration feature to integrate ZOHO CRM with Constant Contact
Can a task be created automatically based on rules following a mass email
Hi I am new to zoho. Would anyone know if the system can be configured to automatically generate a task to call a contact when they have opened a mass email more than 2 times / clicked on a link in a mass email ? Basically, I want to send out an email to my contacts and be prompted to call people who have shown some interest / activity. Thanks
Making the Report module menu consistent with current modules
Though one can choose to disable / hide some modules (Leads, Tickets, etc.), their related Report Menu still shows in the Reports section. For instance, I have hidden the Leads module, but when I go to the Report module, the Lead report category still shows. I did not find any option to hide any of the categories. Is there a way to hide the Report entries corresponding to Modules that have been disabled/hidden? Nothing crucial here, but many users just focus on a few reports and it would just be
Customize columns that show up in Lookup menu
When I look up a contact for example from another module, the only columns that show are Contact Name, Phone, Email and Account Name. Can i customize the columns that show up? For example, I want to show a Contact Type.
Invoice Template and Custom Fields
Hi, As I understand, the typical flow of creating an invoice is Sales Order => Invoice. The computation of tax etc is done based on the products, volumes, prices and taxes in Sales Order. In the Invoice, isn't it obvious that all taxes should be listed in details - individual items? For example, in India we have a concept of "Service Tax" / "VAT", "Education Cess" etc. I am able to add these as custom fields in the product. However, these do not appear as individual items in the final invoice. The
InsertRecords with jquery erorr
Hi, I'm trying to call the InsertRecords api with jquery ajax method and I'm getting a 500 internal error message. Does anyone have any suggestions? Here is the code: var leadCRMUrl = 'https://crm.zoho.com/crm/private/xml/Leads/insertRecords?'; //api service var crmForm = $('#crmForm').serializeArray(); var crmAcctData = 'newFormat="1"&authtoken=<TOKEN>&scope=crmapi&xmlData=' crmAcctData += '<?xml version="1.0" encoding="utf-8"?> \ <Contacts> \ <row no=1> \ <FL val="First Name">' + crmForm[0].value
Mass delete accounts
I want to perform a mass delete on Accounts where the Phone field is empty and there are no contacts associated with the account. The phone field is easy but is there anyway to add the criteria of there being no contacts?
Is it possible to add a new field in Leads, Potentials, etc.?
I just used Zoho and I am starting to set this up and make this work. My question is, would it be possible to add a new field for Leads other than the default ones? What I would want to do is to add a "comment(s)/remark(s)" field. However, I am not seeing the field on Zoho. Instead I only have to utilize "description field" since it is the only one that is available. I already have several sheets that I imported but my "comments field" are the only ones that are not imported. Is this a workaround
Display a new potential field in forecasts
Hi Guys, The standard forecast reporting shows the total amount of potential revenue. I have added another currency field to show profit. How do I change the forecast view to show the total amount of profit? Regards Jon
Custom home page
Hi I'm trying to add a report to my custom home page but it doesn't give me the option to add a report? Cheers
Is there a way in CRM to have a report that lists all the potentials which has some activity in given time period
Hi all, I am trying to see if there is a way to get a report that list out all the Potentials which had any time of activity (additional notes, new quotes, status changes or other changes) in a given range of dates? This is very important for us as we are not able to prioritize and get visibility of whic potentials the sales team is following and in any given period. Regards Ravi
INVENTORY TEMPLATE SUDDENLY STOPPED WORKING.
I ADDED ONE LINE TO THE BILLING ADDRESS NOW IT WILL NOT WORK AT ALL. HOW DO IF IX THIS?
EMAIL FLYER where do I start, once my flyer has been designed?
I would like to send out a basic email flyer once a month to certain leads and contacts. Where do I start. Thanks Richard
I would like to delete the entire database?
can anyone suggest a way of clearing the data i have stored, so i can start again?
Email Notification for New Tasks
When I create a new task for some time in the future & check the box for an email notification, it sends it to me right away, How can I get the email notification closer to the time for the task? That is when I really need the reminder.
Account Viewing
I have an administrator's log on and when I go to the accounts tab, I can see all the accounts. I can also create accounts and make myself owner and then filter on my name to see only my accounts. If I have one or two other people with accounts, I would like to be able to filter and see only their accounts. How can I accomplish that? Thanks! Nick.
Exporting account information
Hi I'm trying to export my accounts so they can be deleted and imported into leads but I don't have the option to export and I am the administrator.....cheers
Add multiple filters on module page? Screenshot attached
Currently right now you can only search by on parameter per column. It would be incredibly beneficial to have the same control and filtering capability like you can when you are running an actual report. Having the "plus" symbol to add more criteria is great. Having to generate a new report in order to pull a list of companies with multiple arguments is painful. See attached photo to get an idea of what I'm referring to. Any idea on if this is in the dev. pipeline?
Attach an email to an opportunity
Hi all, I have a lead who needs to attach received emails to an opportunity instead of the contact because he may have email from the same contact but for different opportunities. Is that possible ? IF yes, how ? Thank you for your help. Regards Youcef
Cannot connect to Zoho CRM via Chrome / IE / Firefox
Good Morning all =) Since yesterday one of our users is getting this message when she tries to access her Zoho CRM account from any of this sources: Via the bookmark on her Google Chrome browser Via the link inside Google Apps Via IE by searching the main login page on Google Via Firefox by searching the main login page on Google For reference this is the message we're seeing: Thanks for your help,
Lead Status Check
Hi, I am trying to create a rule that checks the lead status a certain time after the lead has been added, and then send an email to users to remind them that the lead has not been followed up on. Any way to do this?
Using ZohoCRM to replace for the Quotation and Inventory Management systems on your Magento stores
Hi All, CRM4Ecommerce.COM have just released new version 1.1.4 of extension Magento ZohoCRM Bidirectional Synchronization with there are new great features. Now, with this connector, your Magento stores can: • Synchronize all types of data: Customers, Newsletter Subscribers, Products, Quotes (Cart data), Orders, Invoices, Order’s / Invoice’s / Shipment’s / Credit Memo’s Statuses History & Comments, Promotion Catalog Price Rules and Shopping Cart Price Rules from Magento stores into ZohoCRM Leads,
Android App loses data on Connection Lost
Hello, One of my colleagues is using the Android App and reported data loss when a message 'connection lost' appears. I don't know if it happens due signal loss (network problem, so really no data connection available) or the sync-part of Zoho App that is crashing. When the message appears the App seems to reload itself, and than shows an empty form he was filling in. So data was not saved as he was still writing text into the form fields, and so the data is lost. Is this a reported bug? On iPhone
Mobile Event Setting Request
When using zoho from either the mobile app or mobile browser... you are unable to add invitee's to events. This is an issue as I have emails go to customers based on event type, right now the easiest way to invite someone via mobile is to clone the event and change the event owner however this sends another email to the customer. Thanks and Zoho Rocks!
Consultant required Zoho CRM setup integrating with Saasu and Microsoft Office 365
We are new organisation using Saasu for our accounting system. We wish it to integrate with a crm and had decided to use Zoho. The integration happens via a OneSaas bridge. We have also signed up for Office 365. I'm not sure we have chosen the correct products, and it would be great to keep it simple. We quote, invoice, purchase and reconcile everything via Saasu. Emails would normally be handled in Office 365 or desktop Outlook. Zoho would be used to collate a history of all transactions associated
Twitter for accounts?
Is there a way to get the twitter field for accounts? Currently it seems to just be available for contacts. More importantly than a contacts twitter is following their accounts twitter page. Is this on the roadmap? Seems like an easy add in.
Email Template
This does not work for me Hello ${Leads.First Name}
Social Media intergration
When does Zoho plan to intergrate social media into Zoho CRM ?
Importing file in Unicode
Hello, I'm trying to import the data from CSV file in Unicode encoding. Because I use czech and russian letters. I Can't import it. I load the file, even match the fields! Than I send it and it says "wait....you will receive an e-mail" But since that time, there were no mails or any kind of respond. What should I do.
Sync contacts between Zoho Apps
Hello, Is there an option to sync contacts between Zoho apps. For example do I have to manually add contacts in Zoho CRM and Zoho Invoice?
Not Able to Close or end an Event
How do you Close or end an event in Zoho?
Lead Upload Limits
I am trying to mass upload a number of leads via .csv file however I am coming across some issues with regards to the limits I am allowed upload. I have uploaded aprox 2500 in 4 separate .csv files yet I cannot upload any more due to the limit of rows being reduced. Although I am using the free version, I was under the impression that the upload limits were 1000 rows per batch. Can somebody please correct me if I am mistaken.
CRM and Invoice Integration in free Edition
Is it possible for me to integrate these 2 apps in the free edition? I am following the instructions but the apps do not reflect the instructions. ie I create my CRM key, go to invoice, click on import, but there is nowhere to paste the key
Drupal 6 Zoho CRM integration (= synchronization module)
Hello, we are searching for a custom developed Drupal 6 module in order to integrate Drupal with Zoho CRM. Is there a solution out there or are there people interested in collaborating with us to develop a solution together, by sharing development costs? Best regards, Christian
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