Unable to process your request
Unable to process your request, this keeps coming up when entering new lead.
Copy task details to a new task
Hello, I searched through the CRM forum and was surprised that I couldn't find a post already on this topic. Perhaps I am missing the obvious. When viewing a task, I'd like to press a button that will copy the details of the viewed task to a new task. Can I do that?
Need Assistance with EDI - will pay
My company needs to deploy EDI to send invoices to our customers electronically. We use Zoho CRM and Zoho Books. If you've done this before, please reply with your contact information and I'll reach out to you. Thanks -
Attached files are moving !
Hello, I'm chocked to discover that by converting a quote to and order, the attached files to the quotation are moved to orders. Then by converting the order to an invoice, the attached files are moved once more. So now I end up with the PDF of my quotation attached to the invoice ! And of course, no traces of the PDF of the quotation attached to the quotation... Is that progress ? Best regards Christian
Auto responder email sent straight to spam
Hi, I'm using web to lead and then sending an auto responder to the lead. When testing, these auto responder, emails are getting sent straight to my gmail junk mail. They have the following message on them: Be careful with this message. It appears to have been forged and did not originate from your account. Is there a way to send these emails through my smtp server, or to otherwise stop this? It's not worth sending the emails if they just go to junk. Thanks James
Formulas in Zoho-CRM-Making what should be simple impossible
I'm a fairly intelligent person, but for the life of me I can't figure out how to create a simple freaking formula..... There's a "formula =" above the box you create the formula.....which to me means that the name of the field I'm ATTEMPTING to create is "Field Name" = after which it appears that you need higher level math skills to even create formula where syntax is correct and allows the field to work properly. What's wrong with having a SIMPLE math calculation like ("Field A" X "Field B") +
Problem with deleting API-created records
Hi, I contacted pre-sales support about this on Friday but haven't had a response yet. I'm running Enterprise CRM on trial at the moment. I use the API to create accounts, contacts, leads, sales, etc., from my own site. However, I'm unable to delete accounts or sales that have been created by the API, but contacts delete fine. I've tried creating both accounts and sales orders manually and can delete those record, so it seems that it's just those that are API-created. If I try deleting an account,
Managing contacts through job changes
First, let me say that I don't know much about Zoho, though it's the only CRM I use. I know there is much I'm not capitalizing on, so perhaps this question is an easy one. When my clients change jobs, I don't want to lose the history I have on them from their previous job/company OR with them personally. What is the best way to update their contact information with their new company without losing the history? I really need to keep the history with their former company with the former company
Need Input from YOU - My Zoho CRM - eCOMMERCE Colleagues re How You Process Your Orders Within Zoho CRM
Any input from you would be most helpful on this 1 question: How do YOU process your online orders? We do not invoice customers. ALL of orders are paid up front. Both the customer and me are notified by email when a new order comes in. Our shopping cart software generates an order number with each new order. How do YOU process your online orders? How do YOU know which orders have: 1. been received by your suppliers confirmation, 2. been shipped 3. been paid ANY "process" information you can
How do I create a chart breaking out "potential" sales by product type?
Looking for a way to create a chart showing potential sales by product? Each potential currently has a "product" within it and I'm looking to show the sales potential for each....please advise!
CRM Outlook Calendar Sync Details
We can successfully Sync calendar items from/to Outlook and Zoho CRM but they lack any details. For example, we have an event created in Zoho CRM with a Subject of "First Call". When we sync this to Outlook we would expect the other Activity details (contact, account...) to be included but it's an empty Calendar event in Outlook with the Subject of "First Call". At the very least a hyperlink to the Activity in Zoho would be helpful. Are we doing something wrong?
Unable to Sync
I am receiving the following error in Google when trying to sync with Zoho CRM: "You do not have permission to access Zoho CRM. Please contact your administrator." I have contacted my administrator and we are unable to troubleshoot the issue. Will someone please help?
How to plan a calls?
I would like to plan calls or reacalls when after one phone I have to call to the same customer another time. For now I can only make a task, after that cloase the task, make a call and then register it. It's a lot of operations. How to do iit faster and simpler? Mayby some kind of future call and reminder from a call funkcion?
New User (requesting aid more on a personal level, maybe 1 to 1)
Hello All, The last 2 weeks, I have spent countless hours downloading and deleting CRM apps on my iphone. With nearly 1000 different apps out there, I have to say, landing on ZOHO a few days ago has brought some relief as I believe my search for what I have been looking for has come to an end. I must say, I am very impressed with everything ZOHO has to offer so far, and seems to touch base with just about everything I am looking for. So... Saying that, lol, I need help!!! I have NEVER used a crm
Changing Large Amounts into Exponential Values
I am working in Vietnam Dong currency and number can reach high numbers. It changes to Exponential value in the quote. How can i set this to numeric value?
Customize Account Listing
How can I add fields to the Accounts listing? For example, right now I have a list of Accounts in a tabular format. I want to add the customer's address next to their name on the "Accounts" view. This way, I can find a reseller close to where a caller lives.
Emailing multiple people from the Activities Page?
Is it possible to email multiple people from activities page? Say I create a workflow to make a task that reminds me to email prospects when i put "lvm" in the call subject line. A week later I go to my activities page and there is a list of 20 people i need to send an email to. It would be helpful if we could send out emails by checking boxes in the list and then clicking on send email like you can from the contacts page. Let me know if I'm not being clear enough. Thanks in advance. -Matt
Emailing multiple people from the Activities Page?
Would it be possible or do you know if it is in the works to email multiple people from activities page? Say I create a workflow to make a task that reminds me to email prospects when i put "lvm" in the call subject line. A week later I go to my activities page and there is a list of 20 people i need to send an email to. It would be helpful if we could send out emails by checking boxes in the list and then clicking on send email like you can from the contacts page. Let me know if I'm not being
Adding values of multiple currency fields in Campaigns
I want to track all costs that go into a single campaign (ie. one company did the graphic design, another company did the writing, etc.). The default "Actual Costs" field isn't sufficient. As such, I was thinking of creating custom currency fields to break down each cost. But how can I add the values of those custom fields together as one "Total Cost"? Use case: 1. Create a campaign. 2. Add value to "Actual Cost" field. 3. Track all additional costs for campaign. For example, cost of hiring a 3rd
Lead Import ignores most of my records
Im trying and trying to import my lead records from an .xls file. All of my critical information is complete in all the records, yet Zoho skips over half of them saying the records are incomplete I've rebuilt the .xls sheet 3 times now, even matching the field names exactly - pointed all field to Zoho fields and it STILL misses over half the records - saying they are incomplete. I have over a day's work into trying to import 150 records. Wow. I have more records but if I can't get 150 to import
More than 100 products in purchase orders
Dear colleagues, How can I add more than 100 products in purchase order?
Better sollution for different industries
There are industries firld in Zoho CRM. That's great but threre are very big difference between example 2 B2B industries and ex. customers. For now in Zoho CRM I can't set different fields to accounts in dependence to industry. That's make accont field very messy when I have to view fields needend for one industry and not for anouter. I suggenst possibility to set custom fields for every account or only to particular industry. Thanks
Moving from Potential to Accounts or the other way
Could some one please advise how you move From Potential to Accounts Accounts to Potential Without losing the data Many Thanks James
Formula Field Question
I need to setup a formula cell to do a very simple calculation, but I can't get it to work. Here's what I need to do: Create a formula cell that Will automatically multiply one number with another. Lookup Provider Count ( from Cell in opportunities) Multiply That By a Dollar Amount (From another Cell in opportunities) Here's the formula I get by using the tool in ZOHO CRM. ==${Potentials.Provider Count}*${Potentials.Estimated Unit / Per-provider Amount} I'm new at this, but I'm usually pretty good
Emails sent thru the Leads page do not show up as SENT emails.
I'd like to use the Sent record to track emails. Thanks.
Overwritten Leads Not Updating...
I recently exported all of my leads from zoho and then updated them in excel and reuploaded them with the option to overwrite. Everything went smooth and it said that all 3000 leads were updated correctly. The problem is that when I go to my Leads tab and look at "All Open Leads", none of the leads are updated. Even stranger is that if I export my leads from zoho they are updated. Is there some kind of time delay or something? Why are my leads not updating within the zoho UI?
adding sub tabs
Hi, Is it possible to add sub tabs? E.g. at the moment, I have a tab for Properties. I want to have sub tabs below that which should be tabs for "Auction", "Own Investment" and "Brokerage. Thanks! Queenie
Separate Zoho Evenst and Zoho tasks
There will be a lot of easier to make that in different tabs. Just like in mobile app of Zoho CRM. Why? When there is a lot of tasks there is a mess in first moment.
Error Code 4401 when inserting new task
Hi, I am getting the following error when trying to insert the new task or event through API... "<?xml version=\"1.0\" encoding=\"UTF-8\" ?>\r\n<response uri=\"/crm/private/xml/Tasks/insertRecords\"><error><code>4401</code><message>Unable to populate data, please check if mandatory value is entered correctly.</message></error></response>\r\n" Here is my xml -- <?xml version=\"1.0\"?>\n<Tasks>\n <row no=\"1\">\n <FL val=\"Subject\">Call</FL>\n <FL val=\"Status\">In Progress</FL>\n <FL val=\"Priority\">Highest</FL>\n
Line Item Descriptions on Invoices
Is there a way to have a comment or remark field for each line item in an invoice (not including the product name)? We sell custom decals and do not have part numbers for everything so a line item on our invoices may look like this: product name: Decals Line on invoice: Decals - 1 color, 2 inch round soccer ball - 1 - $4.99 ea Rich Calligan
Email notifications Invitees
Hi all, I am wanting to know if there is a way I can set up the email notification for an event so that they go simply to the creator and not the invitees... Thanks in advance! Amber
Debugging Web to Lead forms in ASP.NET
Good morning, I'm trying to implement a Zoho Web to Lead form in ASP.NET 4.0. Has anyone accomplished this? When https://crm.zoho.com/crm/WebToLeadForm opens, I simply get a blank page. No error messages, nothing. Here's a snip-it of the core code: <asp:Content ID="Content2" ContentPlaceHolderID="MainContent" Runat="Server"> <asp:HiddenField ID="xnQsjsdp" Value="i8USzv*O5vs$" runat="server" /> <asp:HiddenField ID="xmIwtLD" Value="NG4SH0R7m7dn4wxS4ZbUZc8TG*oHI*WT" runat="server" />
ZOHO CRM User Accounts- Integrated or not?
Hello, My company is looking to upgrade our current ZOHO CRM account to allow for more users, and would like to know if when we add more "users" -is there any way for ALL of the members of our sales team to have their OWN separate accounts (verifying who each of them are as individuals), while still being able to edit/add things within the "sales team community?" IE: 1. John Doe adds in a "new task". 2. Jane Doe then goes into Zoho- can Jane see John's "New Task" and edit it, while still being
Who should own a new record?
I've been working with the Zoho API for a number of months now and believe that this is a basic design flaw that needs to be addressed. I could be wrong, but think that it warrants some discussion. I'm the administrator for my companies Zoho account. I am the only one who has an authentication token. All requests/responses with Zoho use my token. Some questions: 1. When I create a new task on a Lead, who should this task be assigned to? A) The Lead Owner? B) Me (as the owner of the authentication
Where is the START button to log call time?
We have been using the START button extensively and it's not available in the new log a call pop over. Also the popover is so small that it's hard to take notes plus it scrolls within the popover which scrolls within the page. It's not convenient to use. Please enable an option to get back to the full page for tasks and logging calls.
Items in the recycle bin showing in reports
Hello Is there anyway we can stop items that are in the recycle bin showing in reports? Thanks
Can we add product inventory?
Can we add product inventory? I have added some items under Zoho Invoice and created invoice for client, but we need to keep record of the inventory we have in our store. What can I do?
Contact Name vs First and Last Name
Hi : I want to generate a Mailing List that would include the Contacts First Name and Last Name instead of "Contact Name" I am exporting the list to software that uses the first name and last name instead of Contact Name. Please let me know how to generate a Mailing List Report without using "Contact Name" Thank you
Exported data where field type is "Lookup" results in "zcrm_3098503845083" valued cells
Hi, Whenever I export data (by going to Accounts, clicking on Account Tools, then Export Accounts"), all fields (for example, an account field that is called "Referral Agent") that are lookups are exported as something like "zcrm_3098503845083". That is not exactly helpful, as in Zoho CRM itself I see a name like "John Doe", but when I export the account I see an intelligible internal descriptor for John Doe. Is there some way to change this? I'd like to see "John Doe" in the .csv export, not
Zoho mail integration
I have been evaluating Zoho mail integration and have two main issues that I'd like an update on, please. From what I've read, these issues were all being worked on by Zoho last year but there doesn't look to have been any activity on resolving them recently and it is keeping us from using Zoho mail effectively. Contacts: Contacts in the Zoho mail add-on do not automatically sync with contacts in Zoho CRM. When will this be resolved? It is unrealistic to place the onus on the user to import contacts
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