account
Hi everybody, if in my company we use 3 free accounts of Zoho CRM, and I want buy 2 accounts (12$), I'll can use this 3 free accounts with the 2 news accounts? Best regards Samuel Dangoumau www.arpinum.fr
How do I link contact data with Account data?
When I did my initial import from Outlook, I am able to get all the feilds into contacts, but I would like them to mostly be in the Account section. In fact, I may almost always only use the account tab. How do I get the data, like phone number, contact name, address to move to the account rather than the contact file? Thanks,
Share a Contact with several users. HOW?
Hello All, I have a crm account with 3 users in total. User 1 - ME User 2 User 3 I have uploaded several contacts from our previous crm setup. I have imported them fine but i would like to share them with user 2 and user 3. At current when they log in the contacts i have added do not appear in there contact list. Is this possible?
Client database
Hi. I have database of 200+ future clients. My work is to call / e-mail them to arrange meetings. Then they move to active client status. That is the whole project from my side. I don't see clients using my app (whatever it would be). Can you direct me how to start with that. 1. enter clients data. all contacts i have 2. create tasks (e-mail/call) from there I can get on bymyself.
Sync between calendars
I am presently on the free CRM edition. How do I get the Zoho Calendar and Zoho CRM Calendar to sync? Does this functionality open up if I upgrade my CRM? Thanks, BCB
Question about Zoho deleting our leads during a conversion to contact
Hey there everyone, We've been having a problem for the last few days, (occasionally, it doesn't happen every time) when our workers are attempting to convert a lead to a contact, they click the convert button and the screen blanks out (we let it sit blank for 2-3 mins). When they try and move from the screen and get back into Zoho, not only is there no contact, but it completely deletes the lead too. This has happened twice in the last two days with some fairly high-profile leads. We are wondering
Calculating Commission
I would like to calculate commission from quotes as a % of GP. Can this be done. Can a formula be written that will draw data from custom fields in the product tab (eg cost) and from the quote tab (eg Price) giving GP which can then be used to calculate commission. Thanks Peter
How do I set a CRM Event as private
Any thoughts? Thanks Nolan
Allow related module fields to be used in Forrmulae fields
If Account is related to Contact and Potential, it would be very useful to allow a formula field in Potentials or Contacts to use fields in Accounts in the calculation of a formula. This would allow any field in Accounts to be mapped to Contacts or Potentials.
Zoho CRM and B2C
Hello, I am brand new to Zoho CRM and I am trying to figure out how to set up the tabs. I work at at travel agency and lets say I get an email from someone who saw an add somewhere and is interested in what we have to offer. I add the info to Leads, after email correspondence they say that they want a proposal, I then add the person to potentials - when I do this I have to add the info to both contact and potential. The problem is that I want to be able to destinguish in "contacts" who is already
Insert Data in multichoice field Zoho lead through XML API
How can i insert values in multi choice field through XML in Zoho Lead. my current xml is:- '<Leads>' .'<row no="1">' .'<FL val="Company">cp</FL>' .'<FL val="First Name">'.$firstname.'</FL>' .'<FL val="Last Name">'.$lastname.'</FL>' .'<FL val="Email">'.$emailUser.'</FL>' .'<FL val="Mobile">'.$mobilewithCode.'</FL>' .'<FL val="Salutation">'.$salutation.'</FL>' .'<FL val="Country">'.$country.'</FL>' .'<FL val="Country">'.$services.'</FL>'
lead web form help
hey there - i'm using the web form for lead generation and i need to parse the data - i need it to submit to the db but also take the info they input to push to the "returnURL" so that i can include that with data that they need to print to send with their shipment. anyone worked the form like this before? i'd really appreciate the assistance. Thank you for your time and any insight you can provide.
Query Data on a Custom Field
I created a custom field and now I need to query on that data and pull all the records that match the values in that data field. How do I do that?
Enriching customer database (Zoho CRM)
Hi There, We just started using the Zoho CRM tool. Looks very promising to us. We have one question. I just imported our clients in ZOHO. That all works fine. How can I add enriched info about our customers on a montly basis into the excisting database? We have a callcenter calling for us. Every month this call center sends us an excelsheet with extra info about our customers which we would like to add to the current clients info. Is that possible with a batch upload or something? Kind regards
Can sales stage values in Potentials be exported?
Hi, When I do an export of all records in Potentials, the Sales Stage field is not exported. (Sales Stage is a value from a pick list). Can the Sales Stage field be exported, and if so, how would one do that? Thank you! Robert
The business phone number is cut off by 1-2 digits thus compromising all of the phone numbers for our 1000 contacts.
This is a serious mistake in the software that needs to be rectified and I certainly hope does not involve re importing all of our contacts. Please advise on how to fix this.
Advanced Filters as Standard Filters
Dear Support, It'll be helpfull if advanced filters were processed as standard filters. eg: I'd like to chose all advanced filters instead only standard filters at request. Thank you. Paulo Miguel.
potentials
So why can a potential only be a company? We sell primarily to individuals and would like to convert a lead to a potential maintaining the same exact information, just re-categorize it so I can create a quote. I thought this was customizable.
Reporting on Multi-select pick list fields
I have set up a few fields with multi-select pick list options. I have populated them with data and when displaying this field in a view, I can see the data in the field. however, when I run a report with this field it does not display the data on the report. Thoughts? Thanks. Bill
Convert a call to a lead?
Most of our leads come from incoming calls. I need the call log to keep track of call volume over hours and days. There is no obvious way to convert the person who called into a lead so it can then be turned into a potential. Has anyone at zoho ever worked for a company that deals w/ both B2B and B2C? Ever heard of a lead being generated by a call that also needs to be part of the call log?
Does ZohoCRM PhoneBridge support Axon Virtual PBX Windows Software?
Dear Support, I am Zoho CRM Partner in Japan and provide ZohoCRM for several customers. Japan customer ask for CTI Function for ZohoCRM. Does ZohoCRM PhoneBridge support Axon Virtual PBX Windows Software? Axon Virtual PBX Windows Software http://www.nch.com.au/pbx/index.html Manage phone calls for your business or call center Axon is a virtual IP PBX for Windows designed to manage phone calls in a business or call center environment. Installs on Windows PCs and ready to handle calls in minutes Supports
quotes list: table of all products used and in what order numbers
I'm looking at our product list https://crm.zoho.com/crm/ShowDetails.do?module=Products#tab_Productsbck How do I see what products are part of quotations? How do I see which ones are most successful/used?
Click Setup > Product Tools > Generate PO for Record below Reorder Level. Product tools are NOT under Setup
On this page https://zohocrm.wiki.zoho.com/Creating-Products.html it says Click Setup > Product Tools > Generate PO for Record below Reorder Level. BUT Product tools are NOT under Setup I need to know where I can see and manage and edit all of my existing Products. How do I do that? What is the URL?
Click Setup > Product Tools > Generate PO for Record below Reorder Level. Product tools are NOT under Setup
On this page https://zohocrm.wiki.zoho.com/Creating-Products.html it says Click Setup > Product Tools > Generate PO for Record below Reorder Level. BUT Product tools are NOT under Setup To edit your product list you need to go to https://crm.zoho.com/crm/ShowDetails.do?module=Products but If you try to delete any products you get this cryptic message: Selected Product(s) cannot be deleted as they are involved in Inventory management (Quote/Sales Order/Purchase Order/Invoice). with no URL to help
Sample PHP code using Auth Token method (Not API key + ticket)
The sample API PHP code on https://zohocrmapi.wiki.zoho.com/API-Examples.html relies on the API Key and generated ticket which will no longer be working as of June 12th 2012. Would love to see a complete PHP sample code using the Auth Token method.
How do I get all contact data?
I am having trouble getting contact data back from the API. I want to get all columns of data for all contacts. The API doc says to do it like this (I used my actual token in the request): https://crm.zoho.com/crm/private/xml/Accounts/getRecords?newFormat=1&authtoken=MYTOKEN&scope=crmapi&fromIndex=1&selectColumns=contacts(All)&toIndex=200 However all I seem to get as a result is a list of Account ID's. I tried to specify some specific columns by altering the Querystring: selectColumns=contacts(Name,Email)
Zoho CMR Android App Silliness
I recently adopted the Android app and was not surprised that once again, Zoho have relied upon software engineers to define a product rather than users and usability experts. I say this with some authority because I run a software development business, and I recognise the problem. For example, as a user of Zoho CRM, I want to see my leads presented in reverse order that I entered them - this way, the ones that need attention are at the top. So what do Zoho do? Default to showing ALL leads in alphabetic
How can i search on fields which i create by myself
How can i search on fields which i create by myself? Please support in this case. I desperate need your quick response. Thanks.
Changing criteria pattern in "options" but not in the "reports"
Hello, I have seen that you could now change criteria pattern when you are in "options". Is zoho plan to do so in the "reports" as well, that would be very very helpful... Thanks J.A
How to force users to write in cap letters ?
Hello, I need to force users to write in cap letters only in Zoho crm. But is seems that fields type do not allow that ? can you confirm ? is zoho tech team plan to do it ? Thanks J.A
Quote form - adding in leasing option
We are in B2B sales and are interested in adding leasing option to our quote with a monthly payment and term. Anyone have experience, just curious how you have added it to your quote template.
InsertRecord with & in XML
Properly formatting an ampersand "&" in XML requires it be sent as "&" The XML is being passed into a Zoho URL field but the "&" is not being converted back into a "&" Could you provide an example of a url with an ampersand in it that will result in a viable link from within Zoho? details: What I want the URL field to be in Zoho http://www.whatever.com/leads?account=abcd&lead=1234 What actually gets inserted http://www.whatever.com/leads?account=abcd&lead=1234 (BROKEN LINK)
Reports - Advanced Filter (Today - 60 days?)
I want to create a report to view all potentials that have not been modified in over 60 days. Is there any way to create an advanced filer that says: Potential Modified Date --> Is before --> Today-60 days The "today-60 days" is where I would need some code help Thanks for your help, Dan
Problems with Outllog Plugin
I have installed the Outlook plug in but it does not display on the Outlook Toolbar. I have checked it is not on the disabled items list when you open the Help menu in Outlook. I have also checked it is active in the Zoho management interface that the product is activated. When I look under Tools - Trust Centre - Add Ins I see that the plug in is listed as being inactive. I have therefore clicked the Go button to manage Com items and then checked the box next to the plug in and clicked OK.
Distribution security field
How can I create a distribution field in Accounts in order to prevent accounts from one geografical area to be seen by users from other areas, but to be seen by Sales Manager or other special rights aproved users? This is just for security reasons, to secure my data base. Alexandru Hegedüs
Report Question
I have the professional addition of ZOHO CRM. We are only two users in our company, but only one has access to reports. Just trying to understand if this is correct. Thanks
Can you add a note to hit multiple leads without opening each one?
I took an action that effects multiple leads. rather than opening every one individually, can I create a note to hit selected leads?
need to import some contacts with photos in CRM Contacts Module
I need to import some contacts with photos in CRM Contacts Module. Is there any api tools or any batch process interface? I am new with Zoho CRM.
Possible to show datetime of last note on dashboard
In the dashboard is it possible to show a datetime stamp column under the accounts module of the last note that was input for that account?
Recently Modified Leads report??
What exactly do you have to do to a lead to have it appear in this report? or what can I use to do the following I have an off site sales person. I am trying to track things they are adding - specifically notes into leads files. I though that adding a note to a lead would be enough to have it appear in the "Recently Modified" lead report, but it is not. It seems like lead updates would be what I'm looking for. But I don't see a way to make a view out of that any ideas?
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