"Metadata is Too Big to Load" Error Mesage
I just begin witm my CRM mobile app at my BB 8520. When I try to load "leads" a "Metadata is Too Big to Load" message appears ¿How can you help me? I want to know how can i see the basc information from my leads, accounts and contacts on my mobile phone
Unable to access Customization options
Even though I am the "Administrator" for my Zoho CRM database, when I go to Setup --> Customization, the Search Layout option is greyed out and I'm unable to access it. How do I get access to this?
Mobile App for Android?
Is there a mobile app for Droid? If not are there any plans to launch one? On the road alot and would really streamline sales.....thanks
Android App for CRM
Will Zoho have an Android app soon or the CRM? I see that there is an iphone app. -Seth
Convert Quote to SO & workflow rules
Hi, I am currently setting up the system for use in my organization which is B2B. In the sales process, a quote is made, and followed through the pipeline using the field "Quote" Stage, which consists of stages such as "draft" / "negotiation" / "Closed Won" / "Closed Lost". Once the quote has been accepted by the customer, it is to be converted to SO. At this conversion, I would like the Quote Stage to automatically change to "Closed Won". It is imperative to make a workflow rule bc I think that
Add the ability to change sale stage and probability of sale via Zoho CRM Mobile
Dear Zoho, as a manager of 12 field based reps, I endorsed the use of the Zoho mobile CRM. Now I find it is not possible to change the sale stage using the mobile website. This is basic sales functionality and it is not acceptable that this functionality does not exist in the mobile version. When will it be possible to change the sale stage and have the % update using Zoho mobile CRM? Please advise Thank you Ian
Edited custom fields in all accounts but they do not show at every account overview
Hello . When you click on the tab; Accounts you can see underneath the black tab block an area where you can click on different views. I clicked on All Accounts in this case and customized the overview here. I wanted to have certain things like Phone, website to see in the overview. However if I go back to the mainscreen and click on a different view; for example my accounts the customized overview I made is gone. Do I need to customize it on every view ? or is there a way that every view will
Custom Calendar Views with Multiple Users on it
Is there a way to view multiple users calendars at once, not all users, but maybe just all of one role or all people that are on one team? Just like how you would have a custom view in leads or contacts. Also is there a way to see just the available times for one or more then one users? Please advise? If not can we expect these items soon? Thanks, Shane
Replying to Outlook emails that have been pushed to potentials
I have been using the Outlook Add-in to push emails to potentials quite easily. I also send email from potentials. And I can merge in the "potential name" as the subject of the email, so I almost have a nice Google-Wave-Like collaboration tool. The missing piece right now, however, is the ability to reply to an email that has been pushed in. This breaks the chain. So I must copy and paste or return to Outlook to maintain continuity. Does anyone have a work around for this or know if the ability to
Quote With Days and Time
Loving my Zoho but had one question that would make my life much easier. Have read through the manual and done some research and cant seem to find the right answer. I am in a service based industry where ALL of my quotations are based on labour. That being said I want to have my quotes clearly state the days worked and from what time to what time. Currently, using the product to fill in the portion of thew quote I can only get unit pricing and so on. Preferably I want the actual quote line to
How to handle products with custom prices by potential
Hey everyone here's my situation. We're a small business but we're a partner of a large telecom company. We sell everything they do, but we don't invoice customers directly, we sell the solution and our parent company then installs it and bills the customer and pays us for it. We use Dynamics CRM 2011 right now, and because we don't invoice customers, we track everything in potentials. So we go through sales stages like In Progress > Order Won > Payment received from XYZ Company > Commission
I created a new LEAD; need to change the spelling of the lead but can't edit it - why not?
Anybody know why you can't edit the spelling of the lead's name? I spelled it wrong, but can't highlight the name to change it. Shouldn't this be a feature?? Please advise, thanks!!!
saving email from a different server
I send emails out of a mailer service. I want to save them to my leads and accounts, under their email tabs. In other words, i don't want to create an email, i want to cut and paste one i have already sent. How to do this?
Mapping Fields in Invoices with data from Accounts
I would like to be able to populate fields in Invoices with data obtained from the Contacts or Accounts tabs. At the moment, not even address information automatically populates when I create an invoice for a Contact. I would like to get this to happen, as well as get all of my own custom fields to automatically populate when I create an invoice. Any help would be greatly appreciated. Daniel Russell
No support to me?
I sent 3 messages to support yesterday. I can not wait until monday for a solution as this CRM is useless to our company without mail integration. The main problem is the SENCOND PROBLEM, the gadget inside google mail is not working. I have 2 problems configurating ZOHO with my google apps and google mail accounts. 1. I have followed the steps but not in order as ZOHO CRM didn´t appear in the google´s unversal nativation for hours. Now It shows, but when I try to access since the next user: informes1@doyclases.com the
Converting Lead to Potential but NOT Account
Is there anyway to convert a Lead to a Potential but NOT create an account until the deal is won? I do not considered potential clients we have proposals in front of accounts until they are our customer but I do want to pull them out of the lead process. I have scoured the boards & the wiki and cant seem to find the answer which makes me assume that it is something right under my nose. Any help would be welcomed. Thanks in advance. -g-
How to get the lead owner phone number from the API
I can search for leads using the getSearchRecords API, https://zohocrmapi.wiki.zoho.com/getSearchRecords-Method.html In that I get the OwnerId. How can I use that to get the phone number of the lead owner. Thanks. Chet,
Zoho Creator and Zoho CRM API
Hello! I'm trying to get the CRM Sales Orders records (using the CRM API) from Creator, but one of the fields is always empty. "Products" is a multi line field I'm using to see the XML response. mapvar = getUrl(("https://crm.zoho.com/crm/private/xml/SalesOrders/getRecords?newFormat=2&version=2&authtoken=xxxxxxxxxxxxxxxxxxxxxx&scope=crmapi&selectColumns=SalesOrders(Sales Order ID,Created by,Subject,Created Time,Product Details)"),false); stringdata = mapvar.get("responseText"); input.Products = stringdata;
How do I archive quotations ?
Hi, I am using the free version of ZOHO CRM and would like to know if there is a way to archive quotations so that the figures do not remain on the current data?
Email template error message
Whenever I create an email template, when I attempt to save it I get an error message saying I'm limited to 32,000 characters however the template is much briefer than that ~ 1500 characters only. How do I solve this?
Importing leads/potentials adding a field
I have attended a trade show and have 30 leads in xlxs format including notes added by handheld scanner. when using the import wizard i cannot find anywhere that lets me create another field to accommodate the "notes"
Change Quote Template
I'm trying to change the font on the quote template to Arial, but each time I save, it reverts to Times New Roman. Also, at some point I was on a screen where I could choose some predefined templates. I can't find that screen now. any ideas?
Aiouto Configurazione Zoho
Buon giorno, sto integrando Zoho CRM all'interno della nostra struttura aziendale (attualmente gestita da Cobol), volevo sapere se potete consigliarci qualcuno che ha la possibilità di affiancarci nella configurazione e nell'implementazione di questo sistema. Ringrazio Andrea
CRM Notes- Maximize Window For Editing
Hi: It is very annoying that you can't see the full note when you are editing a note in the CRM system. You should not have to scroll all the way down in what can be a long note to make changes or additions. . You should be able to see the full note for editing with one click. Dan Guttman
Send emails into ZOHO
I have to email documents out of one program. Is there a way to add ZOHO as a BCC so that the email attaches to the client's ZOHO file?
Copy and Paste Contact Info
Looking for user suggestions please. I know there is software out there that takes a business card, lets you scan it and it puts the info into the right fields in a data base. Does anyone know of a gadget that can do the same with a copied name, address, etc. Example An email signature file shows: Kofstad Agency 26 Rice St # 2, Presque Isle, ME USA 04769 (207) 764-4422 Does anyone have a gadget that will let me copy the above and have the info show up in Zoho CRM in the right fields? Thanks.
Where can I find an Expert to walk me through Setup and implementation?
Is there a Webinar I can attend? I see this as a very powerful tool, but I don't want to spend 6 months learning by trial and error. Where do I get started? Thanks - Ken
CRM Set Up - Special Application
Any suggestions from CRM Pros: I have a medical group managing patients for large employers. So far I'm using CRM to track biometric screenings (cholesterol, blood pressure, etc). The tool was invaluable in tracking and reaching out to patients for our first campaign. I'd like to use CRM to do clinical task management, tickler for future patient events as well. In addition, I'd like to apply this same process to another client. So.... Is there a way to separate the data (client 1 vs client 2)?
Does Zoho CRM track emails within an account
I work with 200-400 brides-to-be at one time and need to track each email I send/receive between me and my clients (brides). I'd like to have the email tracked within the account. Can I do this? Is a certain edition required to do this? Thanks.
Outlook Calendar not syncing properly
I am having a problem that after syncing Outlook Calender and Zoho the time changes on some events in Outlook. Plus if I have an all day event in Outlook it will sync it into Zoho correctly but it will then change the all day event to be 1am-1am and then it's scheduled over 2 days instead of 1. I've check my time zones they are correct but it only does this with certain events. Any solutions
Box.net functionality with ZCRM
There has been a couple of requests for box.net integration with CRM. A feature that I see as useful is each folder within Box.net has a unique email address associated with it that allows you to email files into the related folder. It would be nice to see a similar functionality that would embed either forwarded emails or docs to a particular record within ZCRM. A. Is this already possible? OR B. Can you put this functionality or integration w/Box.net on the roadmap? Thanks!
Split Name and Surname
Very ennoying that you can not select name and surname when creating a contact report, when making mailings using word this is a must. Otherwise I am so impressed and happy with your service, how could you have missed this one??? Thanks Per Per Dahlen
where do i put the website when importing contacts information?
How come there is no line for a website in mapping feilds for importing contacts?
Adding a product to a contact list
Hello, I just finished a large mailing so I have a list of addresses, all of whom received the same product. What is the most efficient way to add the single product (a magazine issue) to a list of contacts? The only way I can find to do it is one at a time from the product page. Many thanks for any advice offered.
How to - Mobile CRM?
How do I get ZOHO CRM on my iphone and Android?
Problems with Outlook Add On
I am testing the Outlook Add On (Outlook 2010), and I have major issues: 1. I received an email from a contact in outlook. I opened the email, went to the Add In tab, and hit "Send and Add to Zoho CRM". At that point, the email disappeared from Outlook. Is that supposed to happen? Can we configure it so that it does not erase the email from Outlook if I send it to Zoho? 2. When I went to Zoho to look for the email, I noticed that it had not added the email to my contact who sent the email. It
Report Sorting
How do I sort a report - NOT GROUP I need to have a automatic report sorted by certain columns - NOT GROUPED Please advise.
Outlook Plug In Issue
I downloaded the free trial of the Outlook plug in and then decided to buy a license for $3 a month. The trial version expired but now I have bought the monthly license. The issue is when i go to use it in Outlook it says i've been deactivated. So i went into the CRM settings and made sure Outlook plug in was activated and i even removed the plug in from my computer and reinstalled it but its still wont let me sign in. Does anyone know how to fix this problem as I can't get my emails into
Field Customization
Is there a way to edit a field such as <Lead Source> so that when I create the custom values they will be reflected in all modules (i.e. Leads, Contacts, and Opportunities)? I recently added custom valves for <Lead Source> for the "Leads" module but noticed that the values of <Lead Source> in the "Contacts" and "Opportunities" modules remained unchanged. I had to manually change the field values in each module. Is there a better of faster way to customized field values and have those values across
New (Beta) Outlook 2010 Plugin Fails to show as an add-in
Hi, have tried repeatedly to install. No failure notice but the add-in just isn't there. Have checked Com-Add-ins but not registered. Tried to register manually but unable to do so. Help! Paying for this long overdue plug-in and it's not working! Thanks, Colin
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