OAuth and SSO
Hi, any update on using OAuth for SSO with the CRM API ? Alex
sub form paging
on pages with subforms (eg leads attached to a campaign or tasks attached to an account) the paging is set to 10. Is there anyway to change this paging?
separating first and last names in reports
It seems that most of the reports in Zoho CRM do not separate first and last name. e.g. on Contact and Lead reports there is just Lead Name and Contact Name, not first and last name in two separate fields. Is there any reason it is this way? It's awkward when exporting information
Mass Email Leads Confirmation
Hello, I recently attempted to 'mass email leads' from the 'Lead Tools' section in Zoho CRM. I then set the 'Lead Status' for each of the ead records to 'Attempted to Contact'. The problem is it that I do not see it in the 'sent email' section in zoho mail. As well, I have gmail integration and I do not see it in the sent email section there. I have two questions- How do I validate that the emails have been sent? Why isnt it showing in my 'sent emails'? Thanks, Nish
OAuth and SSO
Hi, Is there any update on using OAuth for SSO particularily with the CRM API. I ask because I would like web tab within the CRM that is authenticated to the CRM and can therefore run against the api using the ticket of the currently logged in user. Is this possible? Thanks, Ian
Problem in importing data in csv file
I have imported some csv files in Zoho CRM and now after some successful import, I can't even see name of last 6-10 csv files imported in Zoho CRM. This sounds strange to me as I have given enough time to see import history i.e near 5days now and still neither file name nor its status can be seen in import history. I have to import almost 59k Notes using Migrate Data from other CRM option found in Zoho CRM Setup but after importing 6k only, I am facing this problem! Please suggest
Just created a new field in my crm leads...with a pick list
how do i mass update so that all of my current leads in the database select one of the pick list options I have been doing the following and it dosen't work... 1) select all open leads 2) go down to Mass Update leads at the bottom of the page 3) under criteria component I select the new field (which is currently empty) and then select is empty 4) After searching, I select all the leads it came up with 5) after clicking the mass update button, I select my new field and then the option that I
email customization
can i add case number to the subject of notify case owner email? is it possible to use email template for notify case owner email?
Setting up Prospect Reports that Tally PAST activities
I am trying to create Prospect reports for each of the following: All Hot, Warm, and Cold Prospects as of the beginning of the month It seems I set the date filters and ZOHO only allows Created time or modified time, there isn't a field to sort by prospect status changed time. Is there a workaround for this? Also am looking for this same functionality for the end of the month tallies. Thanks, L. Fig
Changing default "mobile" contact within an opportunity "whom to deal with" summary view
In the new version of the Zoho CRM, there's a new "Whom to deal with" summary/ quick view in the top right corner view of an opportunity, which includes name, email address, and mobile number (which we love). Is there a way to edit/ change the settings so that this "Who to deal with" view reflects the "preferred phone number" and not always the "Mobile" phone number, as seems to be the case.
Attaching a Lead to a Campaign
Hi, Is there anyway to attach a lead to a campaign via the lead screen rather than the campaign screen? Or is there a way to add more than one lead at a time to a campaign We have been running into an issue when inputting multiple leads that should be associated with a campaign. Our work flow is as follows: Create the campaign - eg trade show At the trade show we collect leads Back at the office we input those leads. We go: Campaigns Appropriate Campaign New Lead Fill in Information Save and New
Multicurrency - Products/Quote/Invoice
Hello All, We are testing Zoho to use in our company. Congrats, is a great CRM. But we are from Brazil and we need to quote some imported products using U$ currency and others in HR$ currency. We also quote services always in HR$. Currently our tool for quotes create a table for UA$ products, then another table for HR$ products and finally one last table for services also in HR$. For invoices we will always use R$ after converting from U$ to R$ because of legal statements but I think in the end this
Random displays of Firstname/Lastname order throughout CRM
Has anyone else experienced a random display order of a client's firstname/lastname? For example, if you click on an "Account" and look at the associated contacts, you might see two contacts, one reading "Firstname lastname" and the other in the same account "Lastname firstname". In all instances we have confirmed that they are input correctly in their contact detail (i.e.: their firstname and lastname are both correctly input in the right fields). What's the deal with this? Is there a solution,
Custom Lookup Field - Tedious to work with
Is there a way to make the customer lookup fields behave like the standard lookup fields in these two ways? 1) Ability to start typing in the lookup field and it will search for matches as I type. Right now, it opens a popup and then I have to search. After doing this thousands of times, it is a HUGE time killer!! 2) Ability to roll the mouse over the specific lookup box to edit the field. As of now, I have to click edit on the entire record. Again, after doing this thousands of times, it is
Need a quote for someone to make my crm the way i need it.
We own a moving company and are very busy. Need someone to make the crm the way i need it. I dont have the patience to do it myself. Can you please email me at aaamoving@qwestoffice.net and i will give you want i am needing and then you can give me a price quote.
html code as cdata stopped working!?!!
we have been using this code for years: <FL val="CustomField1"><![CDATA[<a href=http://www.domain.com/page.asp?var=123456 target=_blank>click here</a>]]>yesterday we started seeing "<a href=...." stored in the zoho fields. since i haven't changed anything, that leads me to believe that something has changed on the zoho backend. #1 can a developer please confirm / deny this issue. #2 if confirmed, then please provide an example / work-around so that we can continue to embed HTML tags in zoho form
Email integration
concerning the upcoming CRM and Mail integration will we have a single location solution as other CRM's offer or will we be force to go back and forth with CRM and Mail i would prefer a fully integrated solution so I never leave the CRM - is that going to be the case? or should I expect a different solution form CRM? thanks
Zoho Invoice and Zoho CRM - My Organizations
Zoho Team, I love the new feature - My Organizations, that allow us to switch between zoho invoice accounts without logging in and out as different users. I am hoping you will come up with the same scenario for zoho crm, as I have 4 CRM accounts and each of my team members must login and out each time. Keep up the good work! Belinda
account / contact modification date reports
Hi - I need to be able to run 2 reports that show- 1) When I last touched a contact or account (so I can come in at the beginning of the week and see who I need to call and which firms I haven't touched in a while) 2) Which accounts I've set future tasks to and then filter that by contact so the columns would look something like this: Account Owner - Account Name - Contact Name - Task Due Date
ZOHO CRM and SMS Marketing
SMS Marketing and Zoho CRM Integration ????? Anyone had any experience here? We would like to mail merge our Zoho CRM B2B Database of customers and email the list to our SMS provider - http://www.directsms.com.au (or other supplier) who will convert to an SMS campaign. The campaign will SMS a request to collect emails addresses (with gift incentive). The customer will SMS their email address back to the SMS provider. This bit should be easy but how do we get it back into Zoho ?? Is it through both
can 1 API key be used to access different accounts
Hello, can somebody help with advise regarding API key usage. Lets say I have an initial point: a) there are 2 zoho(crm) accounts - account1 and account2 b) I have developer API key for account1 c) I don't have developer API key for account2 d) account1 and account2 belong to different organizations (means there is no any relations between these accounts) My task is to make several Zoho CRM API calls to fetch data from account1 and account2. Question1: as per Zoho CRM API implementation, is it possible
How to fetch and insert records in calls of Activities from Zoho CRM by zoho app
Hi I need to fetch call logs details from zoho crm and insert into activities new call by using zoho app. I tried with tasks and it is fetching records of tasks, but not working for call with same way, I have used this function response = zoho.crm.getRecords("Calls"); Can anyone help me on this? Thanks Prashant
Autonumber "sort" on header...
Hi, I have added a new custom field of type "Autonumber" and when I add it to a view and clicking on the header treats the column as "Text" and not number. Being an "Autonumber" I have expected it behave like a number. Is there a solution or work around to sort as number? Regards.
Total Quantity in an Invoice/Quote?
Hi, How do I show the 'Total Qunatity' in an Invoice or when I export to PDF? I tried Invoices.Total Quantity, Invoices.Total Qty etc., but doesn't show. Regards.
Errors syncing QB and Zoho - QBWC1057 - log included
Hello, I've just set up QuickBooks integration with Zoho. However, when I sync, it gives me errors (yet also says it was successful). Nothing in Zoho has changed as far as I can tell (i.e. Vendors). Here's my log - any ideas? Thanks, Owen ==========LOG============== 20111123.00:54:10 UTC : QBWebConnector.SOAPWebService.ConnectToQB() : Connecting to QuickBooks... 20111123.00:54:10 UTC : QBWebConnector.SOAPWebService.ConnectToQB() : Connected., Session started 20111123.00:54:10 UTC : QBWebConnector.SOAPWebService.deleteFileIDValueFromQB()
CRM Email template editor
Are there any plans o upgrade the CRM email template editor to have the same functionalities and options as the Mail email editor? It would be very helpful because the CRM email editor is very limited compared the the Zoho Mail editor.
Missing zeros on import
Have been trying to import from csv into 'Accounts' module that contains uk phone numbers which start with a zero (example : 01234 567890). Tried importing into default 'Phone' field, and it drops the leading zeros!! Tried creating custom field (text), and it still drops the zero. The most fustrating thing is that when I import the same data into 'Contacts', the phone number is displayed correctly! Any ideas. Only testing with small 10 line sample. Got 30k I want to import, but stuck on this.
Contacts imported from Cardscan not being found
Dear Team, The Contact Sync won't sync contacts originally imported from Cardscan. The plugin doesn't say that it's not syncing. No error message, no notification that it even recognizes that they are contacts, nothing. I can't use this if I don't even know which contacts are syncing, especially if they still have the Zoho category and I don't get any error. Are their any hidden fields Zoho is using to track syncing, or is it just using the category? Please fix this. About half of my contacts
Randomly get error could not resolve remote host crm.zoho.com
Hi, We use the Zoho API to generate leads when a user downloads our trial software. Randomly we get this error - Microsoft.Http.HttpStageProcessingException ---> System.Net.WebException ---> System.Net.WebException: The remote name could not be resolved: 'crm.zoho.com' at System.Net.HttpWebRequest.GetResponse() at Microsoft.Http.HttpWebRequestTransportStage.HttpTransportAsyncResult.PopulateWebResponseSync(WebRequest request, IAsyncResult result) in d:ddSP_1src dpcdfsrchilostagingCodeplex-R2HttpClientMicrosoft.HttpHttpWebRequestTransportStage.cs:line
Google Contacts -- synching with ZOHO
If I synch my Google Contacts with ZOHO CRM will the contacts imported from Google ONLY be seen by my version of ZOHO? Or will everyone in my company be able to see all my Google Contacts? Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
Add a field to the contacts showing under accounts
I hope I can explain this right.... When you go into an account it shows account info, notes, attachments, potential, contacts, etc. My concern is on that page under contacts. I would like to add a different field. It currently shows name, email, phone, mobile & fax. I would like to replace the phone numbers with the title & department. It would also be great if I could add those 2 fields into the list generated when you click contacts from the main tool bar. Thanks Jason
Creating a task when an email is sent to check outstanding replies.
I have been trying to figure out the best way of easily monitoring outstanding email requests. I might have to email a client to request some extra information or send contracts to a supplier and ask when they have been accepted. Now what I would like is a task automatically generated so I can see requests that have been sent but not answered, of course this is not for every email so it is a parameter when sending the email. I know I could set up a task after I have sent the email but the weakness
How to Add Fields to accounts display
I have been trying to figure out how I would add a field to the contacts list when viewing an account. I would like to be able to see each persons position within the company without having to go into their detail page. Any ideas? Thanks
Invox.com telephone add-on to ZOHO CRM
I am about to license the www.invox.com telephony solution for ZOHO CRM. Does anyone out there have experience with this add-on? It looks promising. Wonder if anyone can share their experience on the solution. Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
Uploading sales revenue
Is there a way to import revenue on a daily or monthly basis please? Thanks gary
Inbound emails (with attachments) do they get saved to the right contact?
I am about to get 500 inbound emails from contacts -- in ZOHO -- with a pdf attachment to each of these emails that my contacts will send with their updated prices. I am wondering will these attachments get saved under the contact's profile under docs attachment? Or will they just be saved and attached to the email under the contact record? Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
Global Search is not working
Global Search is returning no matching records for Leads; searching using the View Search works fine. Is anyone else experiencing this issue. It is the most important piece of functionality in Zoho CRM and must work. DM
Multiple Companies
We are looking to use Zoho (Professional Edition) My issue is Currently I have one resource who will work on a set of accounts. Next week I am due to also get another set of accounts that I want to assign to another resource that I have. How do I keep seperate the two users. I want to be a power administrator for both but I dont want them to be able to see each others. We aren't using ZOHO as a traditional Sales leads and conversions tool but more as a tool to make notes and create actions
Go to Gmail when clicking an email address
Hi Zoho CRM team, We're very surprised not to have this feature yet. We'd like to be able to activate an option related to Gmail integration: open a new mail in Gmail when we click an email address in Zoho CRM. Zoho CRM syncs with Gmail so we don't need to use Zoho CRM email client, which is very far from Gmail's efficiency. Keep focusing on a CRM, drop the email to our own specialized email services. Thank you very much!
How to stop spammers filling in my web-to-contact form
How do I stop spammers filling in my web-to-contact form. I currently have manual approval set up, but I am being inundated with machine entries. I recently found a post on a different forum on this problem. http://www.webproworld.com/webmaster-forum/threads/67855-Can-I-stop-spammers-filling-in-my-form Can it also be done with the soho form?
Next Page