Changed of Lead owner log
Can I create a report that record the change of owner? The lead might generate from marketing dept and assign to different salesman, and I need a log of these changes.
Search Criteria
Evaluating Zoho for our investment management firm. I don't understand how to create custom searchable fields. For example, we would like to identify some as clients, maybe search and identify by college, hobbies, etc. I assumed this was a basic CRM function. Is it possible in zoho? Any how to guidance would be greatly appreciated
Workflow Tasks
Hi guys, Is there any way we cans select more than one workflow task when importing contacts. We've imported contacts and assigned a workflow task, but we'd like to assign more tasks to the contacts. Thanks, Mikhaila
New in Zoho CRM - Territory Management, Custom Modules, Social Interactions, Custom Functions and More...
This time we bring to you a bundle of updates in Zoho CRM that include some cool features you would love to use. Here it goes - Territory Management - Sales territory is a familiar term in business: segmenting customers and distributing it among the sales reps to prioritize sales opportunities and increase sales. For a complex sales structure, the task of segmenting customer accounts based on the characteristics of accounts rather than the individual ownership of the records is made easy with territory
Outstanding Support
Today I had a complete revision of some accounts with Kevin @ CRM Support Team with specific issues on Custom Functions and I have no words to describe the excellence on their support. Thank you Zoho !!! Ariel Segall Cloud Mobile Forms Zoho Partner arielsegall@CloudMobileForms.com (877) 436-8133
Problem with Multiselect (filter on crm) calling Api insertRecords
Hi, i have problems in setting multiple values in a pick list through the API. with a normal Multiselect field, no problem The probelm is when the pick list multiple is "filtered" in the CRM (filtered with Map Dependency Field); if i setting from api in normal mode like : <FL val="Favourite Color">Silver;Blue</FL> i see when i go in my new contact, the pick list not have the all 2 items selected, but only the first one. This not happen if the pick list is a nomal multiple without any dependency Thanks
Regarding custom field action to be performed
Hi all , i have a custom field (checkbox ) in my custom module . on click of that checkbox action is to be performed i.e. when the checkbox is clicked text fields and some picklists option to pop out . How can i achieve that please help Thanks
Workflow to update date field
There is a date field in Accounts. My requirement is, if that date field has a date which is before today, 365 days should be added to it. I tried using functions and Field Update but didn't work for me.
Problem with Unicode character in calling Api insertRecords
Hi, i had a problem to calling the Api insertRecord with my Django python program i try to explain : when i call the api with an xml like have some Russian characther or i have some special characther like : ééàòù etc... (like this : xmlData+='<FL val="Send To">' + russiancharachter + '</FL>' calling your api it say me i can't pass ascii parameter, why? how can i call api with unicode Ut-8 data withouth that error? Thanks, this is the example of my code : authtoken = settings.ZOHO_AUTHTOKEN
Parent Child Inheritance
We are trying to use Zoho for a non-profit organization in which, if the organisation is a member it follows that all of the employees of that organization are members as well. We are entering the Organisations as Accounts and the individual employees as Contacts. We have added a checkbox with the label Member. Is it possible to make the children of the parent inherit the status of this field, whatever it may be? And to update if it changes?
Number of custom fields
Hello, I recently signed up with Zoho and have Standard Edition; when I was trying to add custom fields, I realized that I can only have 10 custom fields under this program. I can NOT find how many custom fields I can have in other editions and have looked all over. Can any one tell me how many fields I can have in Professional Edition?
there is nothing in the mail sent list?
Hello, i try to set up an autoresponder today. When i click the Update Response link corresponding to the autoresponder in the Autoresponders page, the Mail Sent List comes out. But there is nothing in it, even though the autoresponder works. Why?
Offine version of Zoho CRM
Does any any one have any idea about offline PC version of Zoho CRM. I am looking for a limited CRM features while remain offline, Thanks
Field Validation in CR/m
I have a condition in Accounts module Rule: If Account type = "Customer" then Customer Type cannot be Null or None Error Message: Please select a Customer Type to Save record How can I accomplish this?
How do I downgrade my CRM account?
I need to downgrade my Zoho CRM subscription from Professional to the free level, but cannot find any way to do this within my account. Please provide instructions/assistance.
Working as designed? or Defect?
Zoho CRM Enterprise Edition, with Territories enabled: Observed Behavior: Zoho Sheet View ignores any Territory you've chosen, and exports All Opportunities visible for the selected View, such as All Opportunities, or My Opportunities. Expected Behavior: I would think that Zoho Sheet View should only export Opportunities that are visible for BOTH the selected Territory and the selected View, which I would call the Intersection of the selected Territory and the selected View. This behavior also occurs
I cannot send outgoing mails since yesterday. Submitted ticket but no response..
Can you please let me know what s teh maximum number of emails that can be sent per day, and the number of contacts that can be included in an email?
Creating a bulk email without recipients seeing each other's email address and showing respective names in email
We were wanting to know, what's the best way to do a bulk email, where respective contact names show in the greeting, but recipients can't see each other's email address in the email. Thanks!
Workflow and Case modules
HI, We have used the Cases Module in Zoho and modified it to resemble our internal “Trade Record” sheet. The trade record sheet captures all the relevant info for the sale of a property (address, agents, price, fees and commissions etc). Now we would like to integrate an approval process (workflow) into the Trade Record that escalates (emails/notify) for: 1.) Fee Split agreement --- (emails to agents on deal to click approve on the commission they received for the sale--- will be multiple agents)
Importing Sales Orders
I need to import sales orders. I see this has been raised a few times before over the years but nothing has been done. Surely it can't be difficult for you to achieve this? What plans do you have to remedy this please? Thanks
Task in campaign
hello! I made a new campaign in Zoho CRM and I imported my potential customers, but they are 100. Does anyone know how I can assign a task for all at once? Or do I have to go one on one? thaks!
Bug while Customizing Search Layout
I am trying to add Mpbile phone in the grid when search is performed.Right now in my view I see Lead Name,company,Phone,email and I went to Setup->Cuztomization->Search Layouts->Selected the Module Leads and Clicked Edit and Checked on the Mobile field and clicked Save. But I still donot see the Mobile field in the result grid Am I missing anything or is this a bug in the system? Please help
Zoho iPad
My iPad indicates read only access in the Zoho app. How do I change this? Thanks.
Help getting started
Hi All I'm new to on line crm systems and could do with a bit of advice. I've created a form using Jot Form that I have integrated into Zoho Has anyone out there ever done this? regards Paul
List view options not updating
I built a custom field and put in about 10 options, well two of them are not showing at the moment. is there a reason for this or something i can do to make sure these are shown.
Error inserting sales order via API
I am trying to insert Sales Orders records but it gives me this error: [code] => 4832 [message] => Problem occurred while processing the request. This is my xml: <SalesOrders> <row no="0"> <FL val="Subject">118</FL> <FL val="Account Name">test test</FL> <FL val="Billing Street">test addr addr2</FL> <FL val="Billing City">Roma</FL> <FL val="Billing State">Roma</FL> <FL val="Billing Code">00100</FL> <FL val="Billing Country">IT</FL>
ZOHO Professional CRM and Mail Hosting via Zoho
I have the Zoho professional with 12 users. I am looking to change my mail hosting service. Do I have to pay extra for Zoho mail hosting for these 12 users? I see Zoho Mail has a charge for over 5-users, but my question is "is this part of Zoho CRM Professional"? Meaning that I could point my email to Zoho and then get those 12 users on at NO additional cost. Thank you in advance.
Not able to re-invite a user
Hi Zoho CRM Support- I created a new user and she had issues logging in so I de-activated the account and re-activiated it, but when I tried to re-invite her I get the error below. She has an account in another Zoho CRM, but not with that email, @corpcrop domain is unique to my company. I looked at the more details but it didn't help, please advise how to fix this. Thank you! -Jen The user you are trying to re-invite is already part of another Zoho CRM Account. There are two options before you re-invite:
Using Zoho in Google Apps and changing domains
I have a Zoho account with 3 users under a company domain using Google Apps, we have purchased a new domain so basically gone from a .co to .com address and want to either transfer Zoho to the new .com domain in Google gmail or setup a new Zoho and then import all the data, can any provide instructions
Add Case to Zoho CRM does not work
Add Case to Zoho CRM does not work , can you help me . We have a requirement where once client approves our suggestion we need to add this as a Case which needs to be followed up to be implemented . Vivek
Potentials & Clients
Hello, I wanted to ask you how can I have a separate view of potential clients and current clients? At the moment all contact are under one tab.
Visibility of FORECAST for users
We cant see forecasts unless in ADMIN even though it's selected as visible for that profile / users any ideas why? Also, can TASKS or EVENTS be made visible just to superiors, currently all or nothing?
ZohoCRM and Maxthon browser
Hi, I am having problems viewing Leads/Contacts etc in Maxthon browser. I know it is not supported but it will be nice if this can be fixed. If you click on a Lead and screen goes blank... Please, help
Attn. Users using Plug-ins for MS Outlook, MS Office, QuickBooks and Mobile Apps.
In an effort to improve our products and services and to meet the standards of the emerging technologies, we're doing away with Ticket-based authentication and instead introducing Auth Tokens for all our Plug-ins and Mobile Apps. With this secure and user-friendly change, you don't have to regenerate your Ticket every 7 days! The following plug-ins and apps will be affected by this change. Zoho CRM Plug-in for Microsoft Outlook Zoho CRM Plug-in for Microsoft Office QuickBooks Integration iOS, Android
Default filters for leads
In potentis under the default view "my potentials"... If a potential stage is set to any of the default "closed" stages, the record is still present in the view. At this stage by Zoho crm own suggestion, isn't this no longer a potential and should not be show up in this view now? I know I can create my own custom filter but just wanted to make sure I'm not missing something obvious here..
Web tabs does not works on Firefox
On CRM i can't see my web tabs on Firefox (in others browsers haven't problems), in Firefox i only see an empty page, the web tabs should show forms and reports from zoho creator.
Assign Activity Task before lead is approved?
Can you assign an activity task before a lead is approved? I created task and rule when new lead is created to assign a task to the admin (to approve it), but it doesn't trigger until the lead is converted. Any way to do this? It's from a web form and no option within their either.
As an administrator need to understand how can i ensure security that users dont login outside office
I understand that we can insert IP Address but as i understand the user can still change , correct of i am wrong i will be happy but if not i am concerned . Please address this .
Setting up workflows
We need to setup workflow and we dont know how to operationalise this can we expect some help to kick start the same ,
Events made for Contacts not syncing with Google Calendar
When I make an entry for a Contact, it doesn't sync with Google Calendar. However, when I click on the entry in calendar, click edit, and then save it again, it will then appear in Google calendar. It's been 5 days since I submitted a ticket on this and still have not gotten a response. I am about ready to ditch Zoho at this point and switch to SalesForce if this is not resolved soon.
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