Make View on Customer or contacts with specific tasks
Hello Zoho team, I would like to make a view in Customers with the tasks on a specific date. How can I do this? So: In Customers make View: all Customers with task, Due date: 12-30-2011 Thanks, Peter
Users/getRecords
hello Cases assigned to users by SMOWNERID Is it possible to get list of all users? I don't see "Users" at page https://zohocrmapi.wiki.zoho.com/CRM-Entries.html Users/getRecords failed too thanks,alex
Invoice in CRM is crippled?
I think the invoicing in zoho CRM is lacking too many features to be usable. Issues I'm running into are: Invoice address is not automatic filled with the customer billing address Invoice date is not filled in with default date of today Product description is not filled in with the description of the product Product description is collapsed by default, need to click it open for every row Taxes are not automaticly calculated When you select a product with a price table that has a discount, you get
Email a lead
Hi, I am looking to allocate leads to Agents who are not users of the system. Basically - i want to allocate a lead to an agent and enter his email ID - so the agent should receive an email about the updated Lead. is this possible. Please advice
Case View in CRM
When filtering cases using the "predefined" filters it open cases contain closed cases. We have several closed cases that have a status of "closed" but do not show under the predefined view of "closed cases" but remain under "open cases". anyone know of possible solutions or items to check to help resolve this issue?
Help -- my CRM module disappeared!
I started a CRM account a few days ago and uploaded all of my contacts. I logged in this afternoon and Zoho said I had no CRM account at all. What happened? -Joe Jordan
If I delete a user what happens to their information
I want to delete a user so I can assign a new user. What happens to the old user's information once I've deleted their account. i.e. will their leads, accounts, correspondence still be on the system?? Thanks
How to advance through a search list
I have a batch of Leads and when I do a search on terms such as "church" or "bank" for instance, it returns a list of Matching Leads. When I click on the first link in the list, the lead's page displays, but there seems to be no way to page through that Matching Leads list with the left/right arrows in the full page view (the arrows aren't there) like you can with an unfiltered list. Any ideas? Thanks, Mike
Is anybody having troubles with the set up of workflows?
Hello all, I´m trying to create a new workflow in the Profesional version and I can´t pass over the 1st step even when I have filled the requested fields. Could you please take a look over this issue? Thanks Julian
How to modify an existing data?
Hi, I need to modify an existing data by adding a column. How can do it? Please advice Thanks Mireille Al Farah CallReps
Errors importing calls
I am trying to migrate from SugarCRM and although I have managed to import the majority of the tables, whenever I try to import the calls, they are all skipped. How can I find out why is this happenning and how can I fix it?
Importing contacts
Hi, I am trying to import contacts from an .xls file but all I see is a progress bar. Can someone let me know what could be wrong? Dhruv
How can I copy data in a field from tab to tab?
When I click CONVERT on a lead, the lead it sent to the "SALES" tab. (I renamed POTENTIALS) The SALES (Potnetials) tab has custom fields that I need the content displayed on the ACCOUNTS tab. How can I do this? I tried a lookup, but I cant look at fields in other tbas with that.
Using ZOHO CRM as simple Marketing tool?
Hi, my spec is as follows: 1.) easy import of existing contacts/leads to ZOHO DB via Excel (ideally all data is encrypted locally prior to any cloud upload - I think this is on the roadmap already) 2.) relate 2nd excel table with product group codes to 1st master table (lead 1 has interest of certain product group codes 10, 15, 40, 87 etc.) - these codes should not be kept in a single cell 3.) easy export 4.) filter for any database field (country, role, language etc.) 4.1) filters should be combined
Syncing Invoices with Company records
Hi I was hoping that Quickbooks invoices would be able to sync with company records as well as contact records. Is this possible?
Better Translation for German interface
I'm just running a test to see what's possible with ZOHO CRM. But what I experienced first was a bad translated interface. You can't translate "Lead" into "Führung" - this is a key word for every user. And there are plenty of other things which won't result in an acceptable solution for professional German users. [UX--] I'd suggest strongly to do a review of translation by a native speaker who knows CRM. Give me a ring if you need support.
Hidden Fields not Updated
I have two distinct but related problems with hidden fields, one older (carried over from the old UI), and one newer (new UI): 1. The old one - I want to hide a formula field that I use to make a list (specifically, I extract the month from a birthday field, and make a list of birthdays by month). But if I hide it, the birthday month never gets calculated. Is there any way to get a hidden formula to update anyways? 2. The new one - The Probability field isn't updated anymore if it's hidden. This
Hiding view "All Open Leads"
I want to hide the view "All Open Leads" as I see most of the time my sales guys try to get into other's leads once they are done with their leads. I want to disable this view, any suggestions on how to do it?
Mobile Tracker
Hi All, We need a Mobile tracking application and integrate with the ZOHO CRM? Can someone please give me a possible solution or how to go about this? Look forward to the responses.. Thanks In Advance.. Regards, Venu
CRM Calender/Events Allow you to Double Book - Any way around this?
Hello, I have a CSR working in Zoho. When she sets an appointment for me she is able to double book me without an error message or something that shows her what she's doing. Is there any way to get around this? Right now she can only book from the Calender screen because she can see if I am busy or not that day. I wish this wasn't a manual process. That takes more time and process wise its best for her to book from the Lead Detail screen IF it notifies her that she's double booking me. Please
Securing a Web-to-Contact Form?
Hey everyone just wondering the best option for this. I use Zoho CRM to track very basic orders which are all done under contacts. So I have their name address etc, but I also have a credit card number field, expiration and CVV field. Right now I have customers fill out a word document and email it to me and I manually put it in Zoho but I'm thinking a Web to Contact form would make this 100x easier. I did a test and it does work great but my only thing is that I'm not sure how secure it is to
Customise Fixed Info
In the new CRM there is an area at the top of Accounts & Contacts for the 'fixed' info for that record. Can these be changed... I have no need of the 'Contact Owner/Account Owner' fields, it just takes up space and looks bad if I print things out. I do however have other customised fields that I need regularly, my question is can I replace or edit this area of the new system?
Zoho Web Form hosted on Wordpress
Having trouble getting the Zoho web integration form to work when hosted on a wordpress site. Seems like I can't reach https://crm.zoho.com/crm/WebToLeadForm from the form in wordpress. Thank you, -Rich
Non-Apps Google Contacts sync
I've seen a lot of conflicting discussion threads on this. I left ZohoCRM a while back because Solve360 offered a bulletproof 2-way contacts sync with (non-paid) Gmail. ZohoCRM does several things better than Solve360, but that feature is non-negotiable for me. Does Zoho now have, or is it planning to offer, 2-way contacts sync without having to upgrade to paid Google Apps? I realize that I would need the paid version of ZohoCRM, but it's obviously possible since Solve360 does this well.
Zoho CRM - Contact Details Overview Not Showing when Changing to New Version
When I change to the new version of Zoho CRM my Account Contact Details Overview (basically general notes on our clients) has been wiped and does not show on the contact detail notes
Can one Zoho user account be a member of more than one CRM accounts?
Hi, I would like to support a business in setting up a Zoho CRM account, but would need to be switched on as an administrator in their account to provide my services. However I am also using Zoho CRM for my own purposes. Do I need to create a separate Zoho Account for each CRM instance, or can reuse my existing Zoho user account? Cheers, Carsten.
Forecast Module Not working
In the new UI the forecast module doesn't seem to work at all. I have made a Q3 report and am having the following problems: A closed potential does not show as closed in the forecast Compute button doesn't work at all. Nor does the pipeline/commit/ work..Please make a fix ASAP.
3 Decimal places for price in PDf quote
Dear Sir/Madam, We need to quote our products down to 3 decimal places, for example $0.231. This works fine except when I generate a PDF quote. In the PDF quote the price is truncated to 2 decimal places. Is there a setting somewhere to adjust the number of decimal places? Thanks Kobus
Creating Zoho Invoice reports in Zoho CRM?
Hi: Thanks for backwards integrating Zoho Invoice into Zoho CRM. The Invoices show up nicely for each customer profile (under the Zoho CRM heading). Problem -- However, I noticed that if I want to run a report (in CRM) that details the Zoho Invoices, there is no such capability. There is only the capability to run Zoho CRM Invoices - which I do not use because I use Zoho Invoice. Question -- When will the capability to report on Zoho Invoice invoices be available in Zoho CRM? Thanks, PL
Small but irritating things
Dear All I'd really like to know, if ZohoCRM team plan to solve the following small but irritating things... 1. Will it be possible to filter and show Contact views by Account attributes? It's really frustrating not to be able filter contacts e.g. by Account segment. It's natural thing if you use CRM for targeting you offers i.e. not to SPAM all contacts in system. 2. Will it be possible to change all rows if none is selected in Mass Update? It's really frustrating to do the changes at 7 steps
Creating accounts in Zoho CRM / problem importing Excel 2008 (Mac) CSV-file
Apparently there is problems importing exported data. The data is exported from Excel 2008 (Excel for Mac), and we are able to open the file in TextEdit, where the data is separated by ; When we import the data, the first line containing the ID columns appears as a linkable field, for both Contact ID and Surname - which obviously is wrong. There are more than 13.000 records to import, so a manuel process where these are created by hand is not an option. How do we get this problem solved?
Version Glitch using Reminders
I have my subscription set up to give me pop-up reminders of tasks and events. The Pop-ups are appearing in the old UI format. When I click on the link in the pop-up it takes me to the corresponding record in the old UI. I don't like the old UI. Please correct this.
Assign a Contact to a Prospect-related Workflow Task
Why doesn't a Prospect's "Contact Name" get automatically assigned to a task that is created via a work flow rule? This would mean much less clicking around from the home screen to get the phone number and e-mail address to follow through with a task. It happens when you create a task from a Prospect's page, so it would make sense if it happened automatically too. Thanks!
google calendar setup just gives a blank page
Hi there, I tried this is different browsers, computers, and admin users. All give a blank page. https://crm.zoho.com/crm/setupInner.do?page=GApps.do?mode=showZG&tab=addons&in=googleApps I click on Calendar, then click "Set up Synchronization Scheduler". And then for a flash of a second, I see the setup page, before it redirects to a blank page. This screencast shows the process. http://screencast.com/t/Rx1si6qVfqRN
Lead Name field/ layout problem.
When adding leads/ contacts there are two separate fields for "First Name" and "Last Name" but they are combined to "Lead Name" after the lead/ contact is created. Can I keep these fields separate?
ZOHO Attachments - new version - nothing happens when you click
Old version - click and gives you option to download or see in Zoho Viewer; new version - click and absolutely nothing happens. It's like clicking on whitespace. I have also read other postings - this is wasteful - to upload documents like this - better to have link either to ZOHO docs or Google Docs - that way they are dynamically for updating AND have got to save a TON of storage space.
Multiple Issues since UI change
We have had major problems across the board with our crm since the change on the 15th. Is anyone else experiencing issues....some problems; workflow is not working attachments for invoices not working web forms got completely screwed up Is Zoho working on this? Are these recognized issues or isolated for me?
Hyperlink disappeared
We created a formula field that returned a string creating a hyperlink (ie. <a href=http://www.google.com>Google</a>) It was working beautifully until we logged in this morning? Now it is only displaying the text (no hyperlink)? Previously it looked and worked like this: Google NOW it looks like this (no link): <a href=http://www.google.com>Google</a> How can we fix this?
Last Update feature for Cases
The last update feature in the top right corner of the page in contacts, is not available in Cases. I use cases extensively for my contacts and it would be helpful to have the last update feature in Cases. Please consider this feature!
Pulse: Please add the ability to use Pulse with Cases!
Pulse is a great feature, however, I maintain cases for my clients (contacts) and all of the history, notes, and updates, are input in the cases page, not contacts. As an attorney, I have clients with several cases, and it is of no value to only be able to use Pulse with the contacts page, and not with the Cases page. Please add this feature.
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