fetching related records from Leads and Cases, which is present in Contacts module
Hi, We have a custom field 'Reference Number', auto increment number in Contacts Module. We are able to fetch the record using getSearchRecords API. https://crm.zoho.com/crm/private/xml/Contacts/getSearchRecords?authtoken=...&scope=crmapi&selectColumns=All&searchCondition=(Reference Number|=|EZ1020)&newFormat=2 But we are not able to find a common field which links Contacts and Leads & Contacts & Cases. Which is the common field and how / where to determine or set this up. regards Mani
Only one dashboard component visible visible when using Chrome
I have a problem with some Zoho CRM customers only seeing one component on a dashboard where there are four components ie Potential Dashboard, Cases etc. The problem only occurs with Google Chrome. IE and Safari are ok
Outlook 2007 Match Textbox in a Task to Combobox value in the Assigned Contact
When I created the Task form, in the Page called P2, I added to the Page P2 from the Control Toolbox two text boxes. In my default form for contacts, I have added a Combobox and in the Value area as to Choose a Field, it is a Text Field that I created, the Type is "Dropdown", the Property to Use is "Value", and then under Possible Values, I wrote in a list of words and phrases where at the end of each phrase is a semicolon, which under the Combobox, each phrase shows up part of a drop list, and I
Zoho Viewing
Not sure why but in my google chrome browser, i can't see the charts correctly on my dashboard. You may need to work on that. The boxes are just blank.
CRM - TAX INCLSUIVE
Hi all, I have just registered this software today and am needing to get it functioning asap. I have a question, I am hoping someone can kindly assist me with. How does one add a GST (Australian Good's and service tax) to my invoicing and how does one make it inclusive. I have managed to add the GST tax, however a $100 item (including GST) is coming out as $100 + $10 = $110 when it should be $100 Any advice would be greatly appreciated. Daniel
I want to upgade to a paid account, and I only want 1 user. Is this possible?
So I want to upgrade to the "old enterprise" and I'd like to have only 1 user as it costs 25/user/month. Is this at all possible?
Pricebooks, quotes, invoices and setting up
Hello, I am currently trying to setup Pricebooks. Put simply I have three products. Each product has a number of tiers ranging from 5% discount and upward in increments of 5%. Setting these up is fine. What I am having issues with are that the Quotes display the Unit Price and the List Price but not the Actual Price once the Pricebook discount structure has been applied. The customer sees the following on a print preview: Qty = 50 List Price = 29.90 Total = 1,345,50 When the customer does the
Can the CRM Tab Names be reset to their original
I'm experimenting with CRM, and have made some changes to the tab names. However, since this is a dual-language (English-Spanish) configuration, when I changed the tab in Spanish (Lead to Prospecto), the same word is used in the English version. When I changed it back to "Posibles clientes" (the default), that is what shows in English as well, NOT the English default. Ideally, I'd like to set tab names separately in both languages (Posibles clientes -> Prospectos AND Leads -> Prospects). As
Where do i begin?
I have a real estate investment business. I buy, fix and sell real estate. I am convinced that I need a CRM of some kind and that Zoho can help me. But, I am not sure where to start. Where is the best place to learn how to make the best use of Zoho CRM
Notify Group of Upcoming Due Date
I have established a custom date field in the accounts section of Zoho CRM. I would like an automatic email notification sent out to a group when we get within 180 days of the date. Anyone have any idea how I could accomplish this? I am on Zoho CRM Professional. Thanks in advance for your help. Tom
Signing Up
Ok So I started with the Free 3 User. I downloaded over 500 contacts and came in this morning to only 57. 1. Why? 2. When and if I upgrade should I just re-download 3. When you download in professional does it weed out duplication or show you the duplicate contact/name/account etc.,?? Thank You
Pricebooks, quotes, invoices and setting up
Hello, I am currently trying to setup Pricebooks. Put simply I have three products. Each product has a number of tiers ranging from 5% discount and upward in increments of 5%. Setting these up is fine. What I am having issues with are that the Quotes display the Unit Price and the List Price but not the Actual Price once the Pricebook discount structure has been applied. The customer sees the following on a print preview: Qty = 50 List Price = 29.90 Total = 1,345,50 When the customer does the
Leads within a Project
My PROJECTS require financing which I seek from various sources (banks, private capital, etc), which I would like to be LEADS for the Project, until they provide funds, at which time I convert them into Accounts. Is there a way to create a link Projects and Leads? I can do Contacts but I find that the Leads tab provides more of the information that I need. What about VENDORS? Instead of LEADS, associate them to PROJECTS? Can that be done?
Seeing (gadget) tasks within Task page
Hi! Regarding the task gadget within email message in my CRM email inbox. I am able create task within the gadget, and the content will stay embedded within the email, but when I look within the CRM Task page I don't see the task, even when showing "All Tasks". What can I do to be able to see the task that has been setup/associated to a message within my task list? Thanks,
from google docs to potentials
How can I generate a Web to Potential form?, There is no an option on he setup menu. On the other hand I would like to know if is possible to use a google form (from google drive) which is used on a website and integrate the infomation from those fields into the potential fields? Thanks!
Outlook Add-in -- does not seem to be working
We are using ZOHO CRM and I have the outlook add-in. However, I do not see any functionality inside of Outlook to connect me to my ZOHO CRM database. The only thing that sort of works is contacts, but when I make changes in ZOHO, they do not carry over to my Outlook contacts. What does the Outlook Add-In for ZOHO do and how do I access those features?
Unable to generate preview
Dear all, I have got this document that i have uploaded to the system and i want it to work with merge. However, whenever i select a couple of contacts, i click on the document and try to merge. When i choose Mailings, Finish and Merge and then preview document, it says Unable to generate preview. Can anyone help me with this? How can i get around this? Warm Regards
New users not receiving email from Zoho
Morning, We have just set up some new users but none have received the confirmation from Zoho. We have checked our Exchange server and it has not received any emails from Zoho relating to this (although we have received an email confirming our purchase). Can someone advise me what to do (I don't want to use alternative email addresses). We have re-issued invites and got a meesage saying the invites have been successfully sent. Thanks JML
Why can't you use attachments features on Android but on iphone everything works?
Hi there, My business requires for legal reasons to have attachments of customer information that I need to view and upload at the same time on an Android. Please inform me of the Fix dates
Fancy ways to display workflows?
Hi, My company works in defined workflows which are easy to draw on a piece of paper. I'd like to implement them in Zoho and I believe I can. I was wondering though if I could then create a report, say for every sales person, which shows all of their active processes and what stage they're at. It would be great if this could be visual rather than textual. We love graphics. What's the best way to approach this? Feel free to point out if this question was not clear enough.
Better themes
Changing the color of the tab bar is not the most attractive theme. I want a more customizable Zoho. For example, custom fonts, more backround colors (not just grey, white, and pale... blah!), a wider logo ( 190:65 pixels is small...), and ability to change the color of layouts. That would make Zoho a much more appealing CRM for those who are unsatisfied with the current theme. Thoughts? Alex
pop-up fields and associating records
i need to associate products with accounts, but when i [add products] from an account, i only get the product name, product code, etc. i need to select a product by means of another field - e.g. serial number. how can i change the fields displayed in the [add products to account] pop-up? alternately, i tried to associate an account with a product, but on the product detail page i can only [create account]. i can find no way to associate the product with an existing account. are these things just
Looking for zoho CRM guide
Hi, We are based in Dubai and are planning to implement Zoho CRM for our startup and are looking to specialists who can guide us in creating the right dashboard for our sales people as well as for our manager. If there is some one based in Dubai, we would be happy to hear from them.
Attaching a Quote to a Lead?
I know when you convert a lead to a contact you can attach a Quote to it. But can i attach a quote to a lead? Is there an option for this?
Import Overwrites all fields?
Hello, I was told that if I import records, lets say a table of contacts and accounts, that it will UPDATE The record if it finds the same unique identifier, typically email. Great, but what will happen if.. A blank field is imported , will it overwrite a populated field? In a MULTI select drop down, if options A-D exist, A was previously, selected, B was imported.. What will remain on import? And will Notes, tasks, things not imported, be left untouched on a current record? THx
Is it possible to view/manage cued time based tasks for a record? Crucial for testing purposes.
Mainly for testing purposes. I want to be able to test whether a time based task has been triggered however I am unable to see if it's been cued into the system. Any suggestions?
Client with multiple offices and sites
Hi, How are people handling clients with multiple offices and sites. I get the feeling i would have to do a new client for each office and site, but ideally I would like them all under one company name.
How can I adjust the user settings so my SalesReps can see the Leads etc of the other but NOT edit them nor changing the owner of these Leads?
How can I adjust the user settings so my SalesReps can see the Leads etc of the other but NOT edit them nor changing the owner of these Leads? Thanks
Unexplainable search behavior
If I do a search for "HDR" I get 9 accounts that match. If I search for HDR Omaha, I get one account that matches, and that account does not appear in the "HDR" search. Why would a search that should produce a subset of another search show files that weren't in the original?
Intermittent form performance
I've got several web to lead forms setup on our WordPress site. One moment they work great and the leads flow as designed. The next minute they stop working and the leads don't show up anywhere. Is ZoHo experiencing a server issue? This is incredibly aggravating. Thanks, Jeff
Lead Management
Hi, We are just about to move over to Zoho We are looking for some help on the following We currently used a program called smartsheet which is like excel online We need the CRM setting up so that we have the following 1 manager 7 sales agent The manager has all 7 agents leads on his profile and he mass send them to each agent every month? Can you help with this setup? Thanks
Why is CVrecords limited to 250 API calls per day, regardless of version
We are a Zoho Professional subscriber trying to link Campaign Monitor subscriptions to Zoho leads. We have already gotten Zapier, our connection service, to reduce call frequency to every 30 minutes. Why is the Zoho API limit only 250 for CVRecords requests... the only type of request we actually use? When will this be increased?
Increase API limit for CVrecords from 250 to 500
We are using Zapier to add Campaign Monitor Subscribers to Zoho as leads. I have already worked with Zapier to reduce our call interval to every 30 minutes instead of every 15, but we are still exceeding our allotment of 250 calls a day for CVrecords. Limiting users to 250 calls a day, no matter what edition we are on, seems a bit stingy to me. Surely Zoho can increase its API call limit at least slightly. My next step is to ask Zapier to change our call interval to once an hour. They have been
Attachments in the Android app
Can you give me an idea when I'll be able to view and add attachments via the Android app?
ZOHO CRM email - group inbox
RE: Group inbound email A feature that I feel would be useful to ZOHO CRM new email section is "group email" several companies have it within their CRM programs it would allow us to set up a group email box and then decide who gets the email and/or auto assign the email to the next in line that way we know that all public emails have been responded to-we have several public inbound email boxes: info@, sales@ I attached a screen shot of a program I use for another company for your review this is something
data collection from mailing list form on the website
Coudn't locate data collection from the join mailing list form which attatched on my website, whats wrong with it?
Zoho hosted email for business and Outlook
Introduction:We are currently using Zoho CRM and zoho mail add-on. However, we use outlook to send emails to clients. Currently we can get those emails sent via Outlook back into Zoho if we remember to use the Zoho BCC dropbox. My Question: If we migrate from our current email host to Zoho Mail for all of our email hosting, will we still need to use the Zoho BCC dropbox if we are sending email to clients via MS Outlook. Or does hosted Zoho Mail automatically tie into the Zoho CRM and flag sent
How to change the NAME of a required field?
I understand that Zoho has Mandatory/Required fields (no idea why, with some simple code this could be rectified)...... But how do you change the name of such fields. For example....I need to change the Last Name field to just NAME or in the Solutions module....change the field Solutions Title to something more descriptive?
Reports on customers and product categories / Who buys what and when
Hello to all, I have a great number of customers, and three categories in which I share my products. I create a report that shows me the clients that year bought the products for that month. I need to know what my customers who have not bought all the categories of products we are selling for that month. But I also need to see what are the customers who have not bought anything Thanks Felice
Cases and Solutions
Hi, So we have a web to case form where people ask things like : "How do I turn on my new xxxxx" and it makes a case, and creates a task for someone to answer it. Because they ask it so often, we have a Solution written "How to turn on your xxxx, do this, do this .." But ... there seems to be no way from a case to send by email the solution to the guy with the problem. It looks like the solutions are not really connected to anything and cannot be accessed from a case, so at the moment, we just keep
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