How do I customize how a page is displayed
Hi, How do I modify the way a page looks. For some reason, everything in one of my tables changed where all the data is aligned to the right, causing the the page itself to be vertically very long (taking up two or three pages). Where do I go to fix this? thank you
Tasks assignment
I can assign a task but I cannot follow up on it. Why do you not have a feature to assign task but the give me a list so that I may monitor the task list.
Web-to-Lead form troubles! Help!
For some reason this doesn't work. I have tried it out several times, on the page it belongs on, and then once i created a page with nothing but this form on it. I enter the information, it takes me to the page I entered for it to take me to after the lead is submitted, but the lead never appears in my CRM and the automatic email never shows up. Has anyone else had this problem?
Process automation & emails to many contacts
Hi all, I'm looking to move to Zoho CRM from a custom-built application for our small travel company. We have about a 1000 clients (B2C) per year going through a standard process with about 30 steps (booking received, booking confirmed, sent an email to wish safe trip, etc). Much of the time saved in our current CRM is by creating todo-lists based on this process, and then performing an action for many clients all at once. For example: All clients with a confirmed booking leaving in the next 14 days
Drag and Drop Files from Desktop to Document Library
Document Library in Zoho CRM gives you the benefit of - Saving storage space Sharing files easily Keeping files organized for quick reference Avoiding duplicate versions of the same document Sending documents as attachments in emailsYou can add one more benefit to this list: Saving time with the hassle free uploading of files using the drag and drop option. Spending time in search of the right files in your computer and then uploading them maybe a little bit tedious. Instead, you can drag and drop
supporting ad tracking
Hi, Our company gives BI services for online marketing analysts, and we have a new client that uses your CRM to retrieve data from Adwords and other advertising channels. Since this is the first time we are working with your CRM I was wondering if you have the option to create a web service for your client that will generate an XML report with the ad identifier and its CRM data on a specific date? I will be happy to elaborate on that matter, but did you had some experience with this kind of issues
What edition do I need?
I want to hide potentials from one user to another, so they can only see their own potentials. Is that possible with the Professional edition or do I need the Enterprise?
Attaching documents from Zoho Docs to emails sent from Zoho CRM
Hi, are there any plans of making it possible to see a list of workspaces from Zoho Docs when attaching a file from Zoho Docs to an email being sent from Zoho CRM. Currently only your own files and "files shared with you" are viewable. To view and be able to access workspaces could be great... In most organisations all documents are shared between users by using workspaces, so not being able to see them when attaching files from Zoho Docs to emails is a major downside... This is by the way not only
Lookup Field in Events
It would be usefull to have a lookup field within "event" to link a product to an event. Example - event has lookup field for customer if we could look up product aswel we could store info for customer, time & product for an appointment. Also when hovering over event on calander shows same info.
Not getting a response when running API methods
Trying to develop my scripts and not getting responses. I am not sure if its my script is wrong or the url call is ignored. I have at times received 4500 and 4600 errors when I've tweaked some of my scripts call url perameters, so I am, pretty sure there is some communication happening. https://crm.zoho.com/crm/private/xml/Users/getUsers?authtoken=myauthtokenhere&scope=crmapi&type=AllUsers Using this in browsers address bar -- no problem. I get the expected data returned. From my script, I get no
Populate Contact info with Account Info
Hi, When creating a contact, is it possible to populate the contact form with info from the related account record, like phone and web site. Thanks, Nils
How to handle Return Merchandise Authorizations (RMA)?
Is there a way to manage (and re-add to the inventory) products that have been returned? Is there a plug-in for this? This might involve also modifying the invoice or handling some sort of credit to the customer.
Insufficient Privileges to perform this operation. Contact your Administrator.
I am the administrator but I can't perform reports?? Can some one offer any advice please. Thanks
Can't get Campaign IDs or related leads through API
I'm interested in getting the leads assigned to a campaign through the API. According to the documentation, this is possible: https://www.zoho.com/crm/help/api/getrelatedrecords.html#To_fetch_Leads_related_to_a_Campaign However, I'm not able to get any data from the call, even though there are leads associated with this campaign: https://crm.zoho.com/crm/private/xml/Leads/getRelatedRecords?newFormat=1&authtoken=ABCD&scope=crmapi&parentModule=Campaigns&id=1234 <response uri="/crm/private/xml/Leads/getRelatedRecords">
How do I delete a field I do not need in a form?
Hello, I own a Home Party organization and there are many fields in the sales order and account forms that are not pertinent to what I do> I also had to add several fields that are critical. How do I delete the ones that do not have an 'edit or delete' option next to them? I want to keep the form clean? Thank you Lisa Mitchell
Can you convert backwards making a contact / account back to lead
If you make a lead into a contact / account and is was not supposed to be how do you convert it back to a lead?
How do I enter Matrix pricing into Zoho?
How do I enter Matrix pricing into Zoho? My part pricing varies depending on volume and Calendar Year. When I generate a quote I need to include the matrix pricing for several volume levels over a span of about 3-4 years.
BCC Dropbox not working
The BCC Dropbox does not appear to be working. I have tried sending an e-mail to an existing Lead as well as a Lead that does not exist [hoping this would create a new lead]. Neither worked. E-mail was not returned undeliverable, it just never showed up in Zoho. I do not have the paid mail add-on, but it's my understanding this was not required for the BCC Dropbox feature. I am a new user and have never had it work successfully, so there is a chance of user error, but I think I have double-checked
Custom field not available in leads custom view
Hello everybody, I'm a newbie to Zoho + working on the French version so I will try to be the more precise possible. What I want: create a custom field that I can display in my "All leads" view (see attached picture 1) What I did: create a custom field; it's called "Note" and gives a mark to a lead (from 0 to 3, 3 being a very good lead) (see attached picture 2) My problem: i can't find the field "Note" in the available columns when I want to modify my "All leads" view (see attached picture 3) The
Custom SMTP
Hi, Many ZOHO CRM user want the posiblity of a custom SMPT sending service. Why is that ZOHO only offers ZohoSMTP? I want to integrate Sendgrid. Please update me on this. Richard
Is it possible to use location fields in ZOHO mail merge?
I use an addition of outlook (and word) to send individual files to clients when using mail mergeusing a location on drive feild it it possible to do that same thing with CRM mail Merge?
Using forecasts with long payment cycles
Hi, We use Zoho at our organization and we are a IT services org (not a product co). Forecasts purely work on Closing date basis as of now. For eg, if I have a potential with 20k$ with a closing date of 15/May, then my Q2 forecast under May would show 20k$. I would rather want it to reflect over a sales duration. The potential worth 20k$ would close on 15/May. But my project only starts 1/Jun and run for two months. So my actual revenue realization would be 10k$ in June and 10k$ in July. Is there
Mail merge broken on Mac
Hi There, All of my zoho docs mail merge documents appear to have broken. When I merge all I'm left with is a lot of lines of _______ none of the actual data. Any ideas? Alex
Field Update Custom Field on Automated Rule>Action
using the automation feature. I've created a new rule under the Sales Order module. I'm trying to assign an action whereby I have an associated "Update Field" action. The field i'm trying to update is a custom field that I created on the Sales Order module. It doesn't seem to give me this option however to do this. Is this feature not available?
Data Sharing when an organization has outside partners
Hello There is a data sharing arrangement that my organization is interested in, that does not seem to be possible in Zoho CRM at this time. I am wondering if others have similar needs, and if there is any plan to implement something like what we want. We have internal employees, and also external partners. Each have Zoho CRM user accounts. For a given Potential, 1 to n external partners could be involved. What I want to do is be able to easily allow internal employees to see all Accounts, Contacts,
Changing email addresses
Hi I'm about to change to a new email address that will be used to an from my Contacts in Zoho How do I set it up so that: - emails already tracked against contacts (via the old address) remain and are accessible - any emails from Contacts still sending to the old address get tracked to that contact and are visible Will I still be able to send to Contacts from the old address (somehow)? Thanks Ross
A map on the prospects page that automatically populates the address field
A map on the prospects page that automatically populates the address field. When you click on the map, google earth comes up and the house where you are parked at will show and you hold your finger on it and it pins the house, then after clicking done the address field automatically populates. I saw this in another program called roof IS. It is nowhere near as good as Zoho but this would be a great feature and a time saver as well. Thank you. Tony Goff
Picklist Field in a Formula Field
I am trying to use a picklist field inside a formula field and am getting a syntax error. Is this possible? The picklist has the numbers 1-5 as pickable options. Do I need to do some type of converstion to get this number and use it in a formula? Thanks, Eric
Australian Privacy Act
Hey Zoho, It has been mentioned to me that where client data is held in cloud severs not in Australia, that there may be some issues with meeting Australian Privacy Act obligations - the big issue is the US Patriot Act and access to information for data held in the US. Can I ask; Does Zoho confirm to the Australian Privacy Principals and if not specifically, in which country is the data held (so I can determine if that countries data/privacy provisions are suitable). Thanks.
can't use my corporate email address with zohomail add on in CRM
I have zohomail add on enabled in my ZohoCRM so when I get emails sent to my corporate Exchange email address I forward them to zohomail and then I can view incoming emails on their records in ZohoCRM. The problem is I can't SEND contacts emails from ZohoCRM with my corporate email address when I have zohomail enabled, it forces me to send the mail from my Zoho email address. The only way I can send emails from my corporate email address in ZohoCRM is to disable Zohomail and then I can no longer
Mail Add-on not function as I thought
All I wanted to do is - automatic 'pulling' of all emails sent and received from my own email address (not the zoho email). Before I subscribe to the Mail Add-on, I learnt bcc'ing all out-going messages to Zoho and they'll then be tagged nicely inside Leads / Contacts. I felt great about it but that missed the in-coming message sent by clients. So I went on to pay extra trying to have both in-coming and out-going mails automatically tagged inside Leads / Contacts, without even needed to do the bcc'
PhoneBridge and Digium Asterisk Hosted Solution
Hi, I am interested in the PhoneBridge add on. We are looking at options with setting up a VoIP system but do not want all the hardware that goes with it. The idea of moving to the cloud is to reduce hardware. One option we are looking at is the Digium Hosted PBX system. We already use Zoho CRM and were wondering if the PhoneBridge add on will integrate with the Digium Hosted PBX? More information on the Digium Hosted PBX can be found at http://www1.digium.com/en/products/hosted-pbx Thanks, Paul
Zoho PhoneBridge Integration with Astersk 11
Dear Sirs, please let me know can I integrate Zoho CRM with Asterisk 11 ( using PhoneBridge or another tool)? Thanks!
Anybody here using functional PHONEBRIDGE?
Hi Guys, sind more tham one Week we are trying to call in ZCRM via the Phonebridge... doesn´t work anyway... Anyone here, who is using Phonebridge and Asterisk? Support from the Guys from Zoho is - pardon Zoho - horrible. I pay for 7 Accounts, 8 Mailextensions, 3 MobileLizences, 1 OutlookApp and a "Test"-Phonebridge - and such a terrible Support for me as a paying custumer. We NEED a Solution - but Zoho lets us alone in the rain... :( Anyone got a solution? bR from Vienna Marco
Attach an editable doc (google or zoho) to an account in Zoho CRM
How do I attach documents that I can open within Zoho CRM and edit them as needed?
How track a mass email ?
I sent 1,500 emails using the function "mass email". I need to report and confirm to my boss that I did it !! Is it possible create a report to visualize it ?
Can I use Api to fetch records from custom tab... ie a table that I added to Zoho?
Is this possible?
How to integrate Zoho CRM and Creator - Lead Form
Hi All, We have just started to build our CRM application in Zoho. We are Pharma company. I am facing issue while modifying Lead form. I want to have dynamic Drop down list for Province and City. I found that, this can be created using Zoho Creator. But do not know how to Integrate these 2 fields with Zoho CRM.
can you copy another users custom account?
My friend who is in the same business I am, and works the same type of leads as me has been using ZOHO for the past year. Is there a way to copy his setup and use it as my own with my personal account? It would be like copying his setup as a template and using it under my account. If possible, would I lose any data that I have already put in my system? I don't want his data, just his customization. Thank you for your time.
PIcklist changes not showing
I've changed the picklist values for the 'Industry' field in the 'Accounts' tab using the 'setup' screens. When I go into 'setup', I can see the picklist values I set up. However, when I set up a new account, in the 'Industry' picklist, I still get the standard values that were there by default, not the ones I entered. Why is that? What do I need to do?
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