Assign Parent Campaign to Child Campaign
I've been using Zoho a short time and still have not learned how to assign a parent campaign to multiple child campaigns. I need to do this for reporting purposes. i.e. Parent Campaign: ABC Wholesale Child Campaign : 1. ABC West 2. ABC East 3. ABC North 4. ABC South All child campaigns run independently and the parent campaign only comes into play when I run reports. Any and all ideas or opinions are
If Formula Error
I have a custom field with Characters, Field Name = Vehicle Possible Values: CAR, VAN, and etc (drop down) I want to achive following, If selected value is CAR, then multiply the amount by 10, otherwise do nothing. Formula return type is set to "Number" Formula I'm using: If(${Potentials.Vehicle}==CAR,${Potentials.Amount}*10,0) I get error Incorrect Data type of argument If I use following formula If((${Potentials.Vehicle}=='GSA',${Potentials.Amount}*.0075,0)) I get error Error: Missing
How do I view contacts by Last Name?
I would have thought this would have been a basic feature for any CRM, but obviously not. How do I see my contacts list ordered by Last Name? There is no option in the default view to do so, only Contact Name. The omission puzzles me so any help would be appreciated.
Can I share leads across 2 users?
Hi We have 2 people/users working as a tag-team. I cannot find a way to have more than one owner of a lead however. Can someone help. Thanks
Use COMPANY critera to create a view in CONTACTS
I need to create business to business email lists. I need to use criteria derived from the Company or Account records to create these email lists. The individual email and contact information is found with the Contacts I know this CAN be done. When I MASS EMAIL CONTACTS, I am able to use COMPANY criteria to select filter the contacts and create the mass email lists...but that is the ONLY place where you can do this. The contact view would allow me to set up auto responders, but I need ACCOUNT
Cannot modify accounts, contact, potentials who are from exported Data
Hello, I'm the administrator of my company Zoho CRM. When i'm clicking the modify page button all the data from the Account/Contact/Potentials is erased. So i'm "forced" to click cancel in order to don't lose the data. I can modify each field manually. I don't have this problem with new data. I tried on other accounts of my company and they don't seem to have the problem, except in the Accounts part, where the adress and Zip code are disapearing but not the street name. Can you help me? Regards,
rapportive dot com features in Zoho CRM
After way too long Zoho CRM finally allowed images... now, jump the CRM gun and implement something like Rapportive ASAP!
How do I add different email signatures to different emails?
I use the mail add-on to run 3 emails thru your CRM. I can see how to change the default email signature but where do I go to add an email signature to the other 2 emails? Each email is different so they need different signatures. How do I do that? Never mind. I finally saw the little button on the email that says settings. Your system isn't very intuitive.
Deleting Zoho CRM Contacts from Quickbooks Customers
Does deleting a customer delete the contact in Zoho?
Add/Edit and Quick actions (especially accounts)
at Leads you can see underneath Quick actions: Add a new task, Add a new event, Add a new call, Send mail at Contacts you can see underneath Quick actions: Add a new potential, Add a new task, Add a new event, Add a new call, Send mail at Accounts you can see underneath Quick actions: Add a new task Add a new event Add a new call My question is : How do I Add/Edit Quick actions ? For example how do I add 'Send mail' underneath the Quick actions of Accounts??
Number of leads by month
Does anybody know how to generate a report with the number of leads per month? Am looking to run a tabular report with mm/yy (lead created time) | # Leads as the column headers. How much would a project like this cost to outsource in PHP?
BUG: Serious bug with header filters being offset
Hi there, Here is a screencast showing the problem. This problem shows up on both Chrome and Firefox in most of our "user defined views" Basically, the search box is offset incorrectly from the column it *should* be filtering. http://screencast.com/t/PZOhmOpVnh This is a BIG problem for my users. Thank you, David
PhoneBridge and panasonic pbx
Are compatibles?
zoho's facebook question - "what are the 3 most needed improvements to Zoho crm"
Zoho, Your team posted a qreat question on Facebook yesterday. This forum would have more great ideas for them. Mine are: 1. Complete 2 way sync capability with Zoho Calendar/ Zcrm Calendar 2. Android App 3. More integration with Zoho Reports Forum.....what do you have for ideas....
Are Vendor Products and Normal Products the same?
Hi, I am considering using Zoho CRM for order management and basic inventory control. I am looking for the ability to store my the prices that I will be charged by my suppliers. I note that there is a way to add products to every Vendor. However, it appears that Vendor products and normal products are different things and I cannot see a way to link them together. Is that true or am I missing something? Also, we would need the ability to have the same product supplied by multiple vendors. Also, is
Contact report Email created is empty
would it be possible to implement this report query when a contact has no emails attached to it ? this would allow me to find out who i haven't contacted ever. kind regards Tim Harrison
CRM Feed
Hi, I think this should be great to have a feed like for FB or twitter to know what are last change. Like by example : 10:15 Sarah just changed (Company Name) number 10:02 Justin just changed the status of (Opportunity name) opportunity into win 10:01 James just create a new opportunity for (company name) etc etc... We could choose for what field each user want to want to display in the feed... Maybe this is already possible and I don't know ? Maybe we need to create an app on creator to get this
Multi-Table Views
Hello, I just wanted to propose an idea, or see if there is at least a valid workaround for the time being. Right now the Views in Zoho CRM only seem to be looking at one table. The problem that I am having is being able to create the view I need (I'm in sales) that shows certain Contacts. We have different Account Types for Contacts (i.e. Customer, Prospect, etc) and I would like to be able to create a view filtering my Contacts by the Account Type. For instance I want to see a view with my Active
Custom App API
Is it possible to get data from a custom app via the API? Does not seem to work....
2 custom formula fields together
Can I create a simple custom formula field where I multiply the results of one formula field and another? Is it possible to have a custom formula field inside another custom formula field? (Like it is in salesforce.com?)
Is it possible to sync contacts one-way from Zoho to Outlook only?
I am not sure that this is possible now, and if not, this should seriously be considered for a future release -- I currently sync Outlook with Zoho CRM for contacts, calendar and tasks. But many people I speak to, including clients, may only want either select records being sent back and forth, or a one-way sync from Zoho CRM to Outlook. Is this possible?
How to customize the fields on the individual leads page?
How to customize the fields on the individual leads page? At the top, it usually says the leads company, name, then lead source, email, phone, lead status etc. and then, I can click on a switch below it which expands and offers more information. But I would like to put a field in the TOP part, so that I can see it right away, and not have it in the BOTTOM part. Any ideas?
Filter criteria based on Custom Field in Reports/Views
Is it possible to use a Custom Field in a Filter Criteria in the Reports or Views? Thanks for your help. Antonio
Displaying a custom app details in Contact summary?
Hi, I have a very simple custom app - this has a "look-up" to the contact- ie a matching key, How can I get this to be displayed in the contact summary like "activities" etc? - Is this possible? All page layouts etc do not show my custom app as an option.. Thannks
Custom changes to fields not appearing in Free version
Hello, I signed up yesterday to begin an evaluation of the CRM. But changes to fields are not appearing. Setup > customization > fields > module list > lead > lead source > edit I make the changes, save them, and the changes appear in the editor. No customization however appears in any the contact, lead or leadform. Are you able to customize lead source list in the Free version?
Custom App displayed in Contact
I have a custom app built - very simple, but has a field lookup to Contact, hence a key. However,how do I get the Custom app to appear in the "Contact" with all the other "standard apps" like activities etc? Thanks P
Quote : Mandatory field issue
Hi, I have checked, mandatory fields to insertQuote is: Subject., Account Name, Product Name, Quantity, Unit Price and List Price. I have included all the fields though i am getting following error: <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Quotes/insertRecords"><error><code>4401</code><message>Unable to populate data, please check if mandatory value is entered correctly.</message></error></response>My parameters are as below: newFormat=1&authtoken=[auth_token-original
All User Visibility
How can we make everything we're doing visible by all users (there are 3 of us) in CRM?
Spanish ERP and Zoho CRM
I am looking for a Spanish ERP that integrates with Zoho CRM. Does anyone know any ? Thanks,
Zoho CRM Fields
Hi, We have set up Zoho CRM in English as a default language but we see French drop downs? Can we convert French to the English dropdowns? Karl
Usage of Field Labels at XML Request
Dear CRM support team, We are trying to integrate ZOHO CRM in our application, We found that ZOHO CRM API gives CRM object fields in this format: <FL val="Case Origin"><![CDATA[Email]]></FL> Field labels are provided as an attribute; in our case, we need to create XML node with ZOHO CRM field names. Which is practically not possible; with such type of responses, The reason is... Field Labels contains space (" ") between field names e.g. First Name and Last Name. This kills the parsing. Is this the
Web to Lead form not working anymore.
I'm having issues with my web to lead form from my website http://www.evolvegymoc.com. My website guy had created a slightly different look to the Zoho form, but had all the proper coding regardless. This was working forever and was generating leads into my Zoho until 3 months ago. He has changed nothing on the site and I have not touched my Zoho account settings. Can anyone help me? Brad
Converted Leads
I would like to make a report from the converted leads + lead module Possible? Thanks :)
Why multi-currency, not in zoho crm
Why multi-currency, not in zoho crm
Currency related fields only in Home Currency?
Seems currency related fields are only in Home Currency? Annual Sales volume or Registered Capital from leads can be in various currencies (according to their country). However, seems to me that I have to put them into Home Currency. That can not be right.
Multi-currency at least in Potentials
I know it's not simple to implement multiple currencies ... But what about to implement them at least in Potentials... Please, please... R.
Can we have a different currencies?
Our country's currency is rubles, but we are working with france and we need to have a come different currency fields. Is it possible? Any company working with other countries need that option.. Филипп Дельсаль
Currency settings problem
Hi All, I know a global currency locale in CRM can be set through "Setup"->"Company Details"->"Locale Infomaton". However, our customers are from all over the world, one order currency is different from the other. How can I set a Currency other than the global default for one order? and Can I setup crm so that all currency signs are not shown when a Currency type values are displayed? Thanks, Roger
Math activity in reports
It's possible to count some fields existing in reports: e.g. deduct costs from 'Amount' to get net income?
insertRecords said "Records added successfully" but nothing happend
Hey out there I have a problem with the Lead insertRecord function. After serval encoding problems that I have already solved know the problem the api request ist accepted but the lead is not shown in the crm lead section whats wrong?
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