Search for prospects problems
When I enter a name or email address in the search box, the prospect isn't always found. When I scroll through the list of prospects manually, I can find it. This is concerning because I used to be able to put in a partial name, email address telephone number, anything in the search box and all applicable records would show.
Multiple instance of Zoho
I have c. 25 clients for whom we engage in telemarketing campaign for. Each client currently has an instance of Highrise and adds the account manager at my firm using the email address of the clients agency as a user so they can undertake the activity in that account. With Highrise, if they also add me as a user, using my own RSW email address, Highrise recognises that the same email address is associated with multiple instances, so I can simply flick from one to another on any one dashboard. Does
Anyone have a setup guide for the Free edition
Hi, I wanted to see if someone has a setup guide/tips for the free edition?
How to Map stage probability in Potentials to a Custom Field
Doe anyone know if it is possible to map Stage probability to a custom field in the potentials module? It looks like this is linked to the default "amount" field
When adding a user (employee)
I have a life insurance agency. I just hired my first agent to work for me. In Zoho, if I add him, there are two options for his teir: CEO and Manager. I added "Agent." The question is, if I add him, can he see my Zoho data or is he completely blind to that info as a default? The desired result is that he cannot see my data. Any help is appreciated.
Custom function not firing
Hi, I'm experimenting with Zoho CRM. I'v tried to create a Workflow that triggers a field update and a custom function. I can see the field update but not the custom function triggered. The CF simply creates an Account with the name of the potential updated (I know this has no sense but it's just a test). See attachment for the Custom Function body. I can't see any error nor a reason for this CF not triggered. Thank you Enrico
Problems with inserting/updating Leads with CRM API
I'm trying to update and insert Leads using the CRM API and I sometimes get the following error: <response><error><code>4600</code><message>Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter.</message></error></response> My problem is that sometimes everything works fine and sometimes I get this error, but I'm struggling to see any difference between 'good' XML and 'bad' XML. I'm enclosing all values in CDATA tags.
Importing into free edition - can I add fields?
Hi I would like to give Zoho a real trial, but with the free addition it seems I can only import certain fields and will lose my contact notes unless I go back in an add them manually. Have I missed something?
Upgrade old professional version to current professional license
Hello Zoho! I am testing the new territory management features for a Zoho Client, they own an "Old Professional" version. I understand that in order to use this feature they will have to upgrade to the current (Enterprise) version. But I need to know: - To what extend will be the customizations maintained if they upgrade from "old professional" to "professional" or "Enterprise"?. - Is there any way to do a backup / export / import not only of the data but also of the current customized system features?
email unsubscribe
how to setup unsubscribe email for zoho.com free account?
Sending Emails to potentials
Hello I would like to know how I can send an email to a lot of potentials, I have tried setting up the email in my Templates and then when I go to Potentials I tick the Potentials I want to send the email to but keep getting a message that 0 of 0 emails have been sent. what am I missing ? Can you please assist me in getting this right Thank you
451 qq trouble creating files in queue (#4.3.0)
I tried to send message this morning and got the following error: 451 qq trouble creating files in queue (#4.3.0) What is causing this?
Workflow
I have setup a workflow trigger so that when I create a New Prospect and I select a pull down menu for Prospect Lead Source an email will go out to the prospect. Unfortunately nothing is happening. No email is sent. What do I need to do next?
Permission Denied
Hello, We started receiving an error message on a couple of our user accounts when we signed into Zoho CRM. Not permissions were changed, so I'm not sure why it started. Please help. The message reads... Permission Denied You do not have permission to view this component as corresponding module has been disabled in your profile settings (or) in Organize Tabs
Create a View with Account and Contact information
We tag all visitors to our exhibit at conferences with the "contact" record. If we see Joe Smith, we have a data field (multi pick list) where we track we saw Joe Smith at a certain show. This is great because we see clients at multiple shows, we can run the report next year before the show and know what existing clients we are going to see there. The filter created is off contact fields, but it would be great if we could add account info fields in the same view. This also would be ideal if we
Zoho CRM and Android - App does not allow editing of contact
gentlemen, In my signature version (Professional) functionality is provided in item Mobile Edition, which have functionality: - Create, Edit or Delete Records - Create, Edit or Delete Records in Offline Mode But I am not able to edit my contacts in Android App (Android version 4.4). Is there some setting I should carry on the webpage or is a specific problem?
Ability to TOTALLY partition a Zoho CRM database
Hi there The Territory Management capabilities in Zoho CRM are really good, in that we can control record visibility for Accounts, Contacts, Leads etc. We have a need to go further. We want to create a single CRM database that is shared by multiple firms, each able to see only their firm's records, but I think we have an insurmountable issue. When choosing a record's ownership, we only want firm X to be able to see users who work at that firm. They must not be able to see users who work for other
installable package for Zoho
Does Zoho api allows to create installable package for performing some actions, like creating child records of potentials.
Dual bookings
I am using my zoho crm to manage vacation rental properties. The only problem I am having is that, I need to prevent having multiple overlapping potentials to one account. I don't want to have double bookings, and make my guests mad. How can I achieve this? I prefer to have an e-mail response. Thanks in advance.
adding button on potential page
1.Can I add a button(for some action) on potential page using developer api? 2. Can child records of potential/opportunity be created by api? please clarify these.
how to dynamically import data from creator to crm?
I cant find any details on this, please help.
Custom field that is a calculated field off of other completed fields
We score each Potential as we develop the opportunity prior to bid. The score is comprised of the sum of a series of individual scores. We have created fields for each of the individual scores. These fields contain a drop down pick list with the options being 0,1,2,3..10 I would like to create a calculated field (not manually editable) based on the sum of the fields contain the individual scores. There does not appear to be a cell based function to access the value of another field automatically.
Adding Custom button to Potential Details
I'd like to add a custom button to the Potentila Detials page at the same level as the Edit/Delete/Clone/Print Preivew buttons. My custom button would trigger some business logic using information from the Potential record. Is this possible?
Zoho Send Email down...
Anyone else having an error message and cannot send emails with CRM? Even zoho creator hangs when trying to send emails... anyone else? eta on the fix?
Response Order for Inserting Leads
When inserting leads using the api you receive a response with the ID of the lead. Is here any way to determine the correct order or match the lead you inserted to the ID? They appear to be coming back in numerical order that doesn't correlate to the order the leads were submitted in. I'm inserting multiple leads per request. thanks.
Response Order on Inserting Leads
It seems like the ID in the response is ordered based on the ID number as opposed to the order of insertion. Is there any way to match it up with the order we inserted? For example if we insert (Lead1, Lead2, Lead3, Lead4) the order of the resulting response doesn't match and we get something like (id for Lead2, id for Lead3, id for Lead1, id for Lead4). It doesn't appear to be alpha ordered on name or email either. Any advice on how to order my inserts so that i can match up the id from the response?
Editing Custom Fields
I've created my set of custom fields, and made some mistakes. How do I edit the custom field - the field type, and which tabs the custom field is located (Lead/Potential/Account)?
CONTACT INFO
OVER A WEEKAGO NOW, ZOHO WAS WORKING GOOD, BUT FOR SOME REASON NOW. AFTER I INPUT AN APPOINTMENT, AND TRY TO PRINT OUT FROM PRINT PREVIEW, ALL CONTACT INFO IS MISSING, ITS IN THE MAIN APPOINTMENT. DID I MISS AN UPDATE OR SOMETHING?
Create Report To Track What % of Potentials Become Closed Won
I'm trying to create a report that tells me what % of potential new jobs I win. I assume this will be pretty simple but can't find a way to do it. I see I can do something similar through Leads but I work as a copywriter for a lot of web development partners. So they have a potential project, send me the details and then I provide a quote and we go from there. So most of my work comes from only around 10 referral partners and because these are all contacts already I can't create new leads for them.
changing layout
hello, for some reason the layout of our contacts page changed compeletly. At the setup layout page, it apears the same, but on the contact's page the layout is compeletly different. what can do? i can't see any of contacts information.
zoho not working
did someone break slowho
sign-in problem
Help! Suddenly I can't sign in to my zoho CRM account! I was using it this morningwithout a problem. mconn@sfu.ca
View Custom Module via iPad
I created a custom module in Zoho CRM that works fine in the web environment. Our sales reps primarily use iPads in the field and have reported that they cannot see the custom module when using the Zoho CRM iPad app. Are custom modules viewable in the iPad app? If so, what settings do I need to change. John Galich
A third type of cases
Hi, I would like to know if it would be posible to have a third type of cases. We have Sales Opportunities and Cases now. Could we have (developing it or not) a third one? It would be as the current Cases but with a different label. Thanks
Creating a Purchase Order Template
I am trying to create a new Purchase Order in the Inventory Templates. It is proving very difficult as figures etc won't stay lined up or go where i want them to go! Does any one know if there is a simple way of achieving this? Or is it possible to import a Purchase Order from a word document?
HELP!!!
HELP!!! We've lost all our client details! Bits of code are appearing where the client details should be, like type='hidden' name='uiType_Description' id='uiType_Description' value='3'> I think this might have happened if somebody at Zoho was editing the code for the Clients page and forgot to close a tag or something. Can you fix it very quickly please? We really need to access our clients' details. Thanks rachel
failure in zoho plugin in outlook 2013
hi, I am (still)struggling with outlook 2013 integration on calender sync. I succeed in installing the zoho plugin and I can see the installation in the addin overview in the outlook settings, but the tab "zoho" fail to pop up in the tool bar. Does anyone know if the language version of outlook should have any impact on the zoho integration ? My windows version is 7 home edition and my office package is 365 home edition. Really hope that someone can help me. regards michael
Lead oder Kontakt bearbeiten
Wie geht das.? Einen Kontakt oder Ein Blei vom Tablett zu bearbeiten?
24 Hours Time Format Supported in Zoho CRM
The much awaited 24 hours Time Format is now available in Zoho CRM. Users can set their preferred time format in the User's Details page. Across Zoho CRM, the time format will be based on each user's preference. To give you a few examples, following are some of the places where you can see the change based on your time format preferences. Reports, List View, Dashboards, etc. Date Time field in the create/edit/view pages of all the modules. Example: Start Date Time & End Date Time in Create/Edit/View
CRM DATA BACKUP NEVER COMES
What are the possibilities of anyone from ZOHO Support Team solve our problem? We've ordered 3 times CRM databackup but it's impossible to have ir delivered in our mailbox. My company has Office 365 with Exchange Online and we've already checked the AntiSpam and filter configuration. We're not receiving the e-mail and we need it URGENT! I've talked to Vidya from Zoho Support Team but she did not solve our problem. I asked for her to send it for another e-mail (like gmail) or send us a link to download
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