How do you use the Opportunity and the Quoatation modules differently?
This may seem like a stupid question, but I would really like to know how do you use the "Opportunities" and the "Quoation" modules. I feel like they're the same. And the Quoatation module actually has more useful and specific fields like the products and their values, but in the Opportunity you only have a single field for the Amount Value. I'm new to CRM and I don't understand the need for "Opportunities" anymore. But the "Sales Funnel" is useful only in Opportunities and NOT in Quoatations
Looking for ways to use Zoho CRM creatively to generate new leads
Hi - I have an eCommerce business. Besides entering my customers into the CRM program and doing follow ups I'm interested in hearing ways that people use Zoho CRM creatively to generate new leads. Any ideas or best practices? Things I should avoid doing ? Thanks, Viv at Hey Viv !
Created Date without Created Time
Hello, Is there a way to create a view in Contacts that shows only the "Created Date" without the Time? We need to make an email template for following up old contacts, and want to include something like: "Hi NAME, you contacted us on DATE to enquire...." having the exact time there incl. minute sounds a bit weird. Or can this be at least done via an export so we can email merge via Outlook with that Field? Kenneth
Function fields in Zoho CRM
I would like to use Zoho function fields in CRM. Setting-up the function is pretty easy. But I do not see any value in the field when I select a specific field. When setting up a function-field I get a weird warning message at the begining. Unfortunately, I have no idea what it says, because its translation into German is totally wrong. Any ideas what to do to get the function field working? Thanks in advance.
zoho api simplexml_load_file error : failed to open stream: Connection refused
I have written code which is working fine on localhost but when i upload the code to live server it's showing error " failed to open stream: Connection refused", I checked server settings like "allow_url_fopen" its ON, "Registered PHP Streams" has value "HTTPS" thats also fine. But still its not working, Guys can u please suggest whats going wrong ? Does zoho api has some special server setting requirement ??
zoho api simplexml_load_file error : failed to open stream: Connection refused
I have written code which is working fine on localhost but when i upload the code to live server it's showing error " failed to open stream: Connection refused", I checked server settings like "allow_url_fopen" its ON, "Registered PHP Streams" has value "HTTPS" thats also fine. But still its not working, Guys can u please suggest whats going wrong ? Does zoho api has some special server setting requirement ??
PTO/PTA Volunteer Database
Trying to streamline our school's PTO/PTA. Any ideas? 1. Record volunteer names and contact information 2. Record the interests and skills of each volunteer 3. Record committee head contacts 4. Ability to link volunteer based on interest and skills to one or more committee 5. Ability for volunteers to register via this app - Very important Any suggestions would be appreciated. Thank you! Beth
On Contact Page Potential field is empty
I have a problem as captured below at the moment in that If i open a contact , potentials attached to it do not appear. I know there is a potential for this contact as i created it and can see if I search for this contacts name in the potentials result. Notice also that I dont have the possibility to " create a potential ". I have seen and struggled with this type of problem from time to time . Sometimes activities are " blank " and i dont have the option to create a new task either. I cant see
Facebook & Twitter in Zoho CRM
Any plans to implement? It would be nice to see latest updates etc for a lead/contact with embedded updates etc.
Screencast:Setup - Fields- Show "Last Edited By"
ZohoCRM: Setup - Fields- Show "Last Edited By" As an organization grows and the logic evolves around processes it is very important to be able to know who changed what and why and when. A last edited by/ versioning history is very important and should be part of every field edit with a place for owners/ admins to get warnings AND a place for the editor to make notes as to why the changes were necessary. http://www.screencast-o-matic.com/watch/cijV15UR dgd
Required fields when creating a lead with the API
We have a WordPress plugin that allows users to send data between Gravity Forms ( a WordPress Plugin) and the Zoho CRM api - to create a lead. I was wanting to know what are the required fields that MUST be sent to the api in order for a lead to be created? Peter
CRM Calendar Issue
Hi, When I create an event in the CRM that is longer than an hour it only visually blocks out 1 hour on the calendar no matter how long the event lasts. I would like to ask that the visual representation of the event match the length in the event details. In our business we normally have 2 hr long sessions for each of our clients and this causes confusion with scheduling. I also noticed that if we import those events into ZoHo Calendar it also shows only a 1 hour session visually, but also in the
API Method convertLead Troubles
From the API docs, it appears that the xmlData parameter is optional in the convertLead API call. Furthermore, xmlData is only documented for adding a Potential. I have confirmed that it is in fact not optional, or at least the only way I can get convertLead to work is by adding a fake potential. All I want to do is convert a lead to an account and a contact **without** a potential. How can this be done? Conflicting Documentation: 1) In this section, the highlighted items are I assume required.
Bug: Importing an empty column in excel is not cosidered as empty
I have had great problems with this until i figured out what happened. When you import an excelsheet into the contacts module and it has a column in the sheet which does not contain data on every row it seems that during the import process Zoho CRM writes the empty cells to the mapped fields in Zoho and from then on those fields are considered not empty. For instance i import 100 contacts of which there is column called 'starting date' in the excelsheet. Some contacts have a starting date and some
Recent Items | Reports
Please add reports recently viewed to the recent items list. Please allow us to adjust the amount visible. Add a "View More" link that shows more.
duplicate data in event reports
When running event reports Task Description Event Description are coming up identical to each other. This is causing all kinds of problems for report creation. Pleas tell me how to fix this. thank you Dennis dgdlux
publish zoho apps to amazon marketplace
Dear Zoho -- I *love* the zoho apps suite. I'm here (I left google) because of their attempt to weave their way into every facet of my life and cross reference that info to serve me ads. would you consider publishing the apps suite in amazon marketplace? or publish the apk files on a zoho website for download? --thanks in advance for your consideration. Mike
Emailing ONE Lead based on rules
Is there a way to e-mail ONE lead based on a criteria they meet on a modified Lead form? Before we distribute leads we qualify one on one and then if they do not qualify to be contacted by a rep, we send them a thank you email but would like this to generate when we select a modified field on the Lead. is this possible?
Zip code and google apps contacts
Hello, I have a probleme when i'm syncing my contacts in one way (zoho ->google) with google contacts. The mailing address is good, the city address is good, but the zip code don't show up in google contacts. What should i do? Regards,
Can you publish Zoho sites pages using data from Zoho CRM?
Hi Thinking of switching from Googlesites to Zoho sites. Is it possible to publish dynamic web pages in Zoho sites using data from Zoho CRM? Thanks Gene
Is there a way for me to monitor leads that have been contacted?
After I have uploaded my leads from the CSV file, is there a setting or way for us to monitor or track when the last time leads were last contacted and by whom? Your help would be much appreciated and thanks in advance.
Quick Entry from Pulse Module?
Here is an idea to really help speed things up. Make a quick entry from the Pulse Module of frequent quick entry things, like Call, Task, Event, and Note That would make things easier and reduce the time spent clicking and going back and clicking more.
Zoho Creator "ticket" creation for CRM is idiotic. Really there must be a better way
According to this page, your so called "integration" with Creator requires that a "Ticket" be recreated every 7 days. First, in general the concept of the Ticket expiry is a pain in the ass. But to force that requirement into the webhooks integration? That would mean that I'd have to manually generate a ticket and update my workflows every 7 days. For each user?!?!?!?! Oh sure, I could create an app in Creator to automate the ticket generation, but there is no way to update CRM with whatever that
De-selecting Pick List Options
Hi all, Is there a way to de-select all options in a multi pick list? I have one with 2 options, and once 1 of them is selected there seems to be no way to remove all selections in future for that Contact. Kenneth
Expected revenue 0.0 after stage is set to closed won
We have multiple projects which are set as closed/won. Some of them show an expected revenue correctly. The others seem to show 0.0. If I look down at stage history, closed won shows the correct expected revenue. Why would the stage history reflect closed/won with correct expected revenue, but at the top of the opportunity, it shows 0.0?
Duplicate account or contact detector
Zoho should have the ability to automatically detect duplicate account names, contact names, or email addresses.
Prevent Manager from deleting
Hi Can somebody tell me what settings I'm looking for in order to allow the 2nd user (we only have 2) who's set up as a Manager to prevent them from deleting records. They can view and edit - but I don't want them to have the option of deleting. Thanks Ma
Is it possible to have an alternate name for a URL field in Zoho CRM?
Does anyone know if this is possible to have Alt Text for URL field Type in Zoho CRM? Thanks G
Assign Primary Contact in Zoho CRM
Hi In Zoho Invoice you can assign one of the contacts on an Account to being the "Primary Contact". But there doesn't seem to be an equivalent in Zoho CRM? Can one be put in and have this synchronised with Zoho Invoice? Thanks Gene Moderation Update:
Lead Assignment Limited to 20 rules
Why the limitation of 20 lead assignment rules? What happens in the scenario of having 50 sales reps each selling a specific product. We cannot use lead assignment because there is a limitation via web-to-lead as there are only 20 rules available? Is there anyway to get above this cap?
distribute web form leads evenly between users?
I have multiple users assigned to the "Agent" profile. It is possible to take the leads that come in through a web form and distribute them evenly? Ie. lead to agent 1, lead to agent 2, lead to agent 1, lead to agent 2
Query -show customers with (or without) any activity
Dear team, I would like to make a view on the database where I can see all customers in the database which does not yet have an activity attached to it (either on the customer or on a contactperson within the customer). Can you help to make such view in the crm system? thanks, Peter
Web to Lead form does not attach automatic email to lead
When I create a new lead using a web form. I have set the system to email the new lead automatically, but this email is not attached to the lead. Is there a way to attach this automatic email to the lead?
Custom Field / Other Account Fields link between CRM and Invoice
Hi Zoho Team Another feature request for you. Can you make it possible to link other types of data fields between CRM and Invoice other than the name, telephone, and address fields. E.g. on Account field I would like to link website field for example and indeed several custom fields as I would like to be able to include this information on the customer invoice. Many thanks Gene
Web-to-Lead Form Mapping of Title
The code for the web-to-lead form maps the Designation field to the Title field in the Lead and not the Salutation field. How can this mapping be corrected? Or how can a value for the Salutation be set? I am generally confused as to why there is a Title field and a Salutation field - what is the difference? Salutation is a pick list and therefore contains titles (Mr,Ms etc.). Title is a text field but it is not clear what values would go in here.
Auto Grouping of Email Address in CRM
Hi, I would like to ask whether in Zoho CRM, Can it do the auto grouping for all the same correspondence email address? Everyday, I need to communicate with many vendors and their email are scattered in my mail box. I have no time to group them according to their company. If CRM got such function, please advise. Thank you
Iframing various Zoho accounts with web tabs
I use Zoho's CRM and love the web tab feature. I have used other Zoho accounts and make a web tab for them. Zoho creator list view are great. They fit right in. The issue I have is the way other accounts look such as zoho projects. When I make a web tab for Zoho Projects, I have a duplicate header. It takes up space and is redundant. Is there some type of iFrame code I can obtain that will eliminate this? Thanks, Michael Jones www.HybridHomeSource.com
Is it possible to report on Task Duration in minutes/hours rather than by start and due date?
I'm currently evaluating the free version of CRM and I like lots of things about it, it will definitely help my business with sales automation and I will upgrade to a paid version once the evaluation is finished. However, I also want to use CRM for existing clients (accounts) where I can track how much time is being spent on tasks for these clients. I can see clearly that both calls and events for each account have time tracking in minutes / hours but tasks do not have this. Is it possible in one
Notes field in Leads Table
Hi, I place relevant comments in the Notes field in the Leads table before I convert it. This field needs to be available in the Potentials table. What do I need to do to get this done? Thanks for your help. Mohan
Customizing Converting LEAD page
There is a suggestion from my clients to have customising option the CONVERT page from lead. Bringing in additional custom fields which will map to contact/account.
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