Suggested Improvement for associating records
I was working on mapping out the next phase of ZCRM deployment in our company and I discovered a rather surprising quirk about how ZCRM handles associating/relating data between accounts and contacts. If I add a product to a Contact I also have to manually add that product to the Account Record as well. I believe the same quirk exists with cases, solutions and tasks. In many B2B scenarios you will work with a single contact who is one of many at an account. When one person buys a product it means
Zoho CRM in a B2C context
Hi, I'm currently evaluating Zoho CRM for my B2C travel business. From reading https://zohocrm.wiki.zoho.com/B2C-Tutorial.html and looking at a common sense approach, I don't think I want to use 'Accounts' but rather treat my customers as 'Contacts' and the trips I offer as 'Products'. I have two questions: 1. I'm new to both CRM and this platform - does this sound like the right way to setup this product for my scenario? 2. This approach means I need to assign a product to a number of imported
Report to find one product, but not another
Hello, I'm looking to create a report that finds customers (contacts) who use one service (product) but not another. For example: customer A uses product A customer B uses product A and B customer C uses product B I want to create a report that only finds customer C, how would I go about doing that?
File name is too big (or) may contain special characters
When trying to attach a file from Google docs we get this File name is too big (or) may contain special characters Any suggestions?
How to properly use campaigns?
I'm continually having problems understanding how to effectively use campaigns to improve work flow and keep track of day to day data. A typical "campaign" for us will be reaching out to a group of existing contacts at various companies with some type of idea for consideration. Some companies will say no right away, but for many others we will have a long series of back and forth emails, phone calls, and meetings which we want to track and have a place to look at current status (preferably on a
Hard code a field entry
I have a web-to-contact form on my ABC page. How do I automatically enter ABC as the account name when forms are submitted? Isn't there a way to set a field value in the code? Thanks, DJ
File storage size and trial
Dear I am fro iit gandhinagar, we are evaluating this CRM to build up our public relaion database. I couldn't understand one thing here that file storage in enterprise edition is 500MB/organization. that sound like how many users I have, I will always get only 500MB default which is very small size for our organization. Please clear my query ASAP please tell me one thing that is there way by which you can extend our trail period as our evaluation is not complete yet. thanks
Automatically generating quotes
I am trying to create a new quote using java why do i need to send all information about the individual products surely the system knows the products so i should only have to send the productid and amount. Sending all information for each product requested makes the url i send extremely large and almost impossible to debug. Nick
GMail Sidebar Gadget
For those of us that are "standard" GMail users (vs. GApps), can Zoho release a sidebar gadget that performs similar functionality as the embedded/contextual gadgets when you sign in to ZCRM via GApps. Google Labs has an option to "Add any gadget by URL", which does allow you to "link" your Zoho CRM/Tasks into GMail, but it's not based on the current email/contact you're viewing (like Rapportive). I'm thinking more along the lines of either a contextual gadget for standard GMail users within a message
Related Data Fetching
I am using zoho.crm.search/get functions just fine. it returns what I expect. However, what I would like to pull out is the equivalent of the potential 'stage history'. The 'related data' that is stored when a potential moves along from say Proposal, to Negotiation to closed/Won such as the 'Expected Revenue' or 'Modified Time' at this stage in the potentials past. I am unsure if this is possible and if so what field names or syntax I would use as these values are not current, only held in the
Need to template and email with graphics
I am trying to get a template email with graphics. The issue I am having is that the graphics via a standard image file or the copy url to point to the image in html all come into Yahoo with an Attachment icon. I need to get rid of the attachment icon. Everything shows perfectly but the attachment icon may cause people to be suspect to viruses so for marketing and sales they may not open.
Outlook Plug In Failing at Log In Across the Board
Out organization is unable to log in to the Outlook plug in universally this morning, whether it be from a networked PC, a remote laptop (not using VPN). Different forms of anti-virus, etc. So I'd say something is potentially broken on the Zoho end. Anyone else seeing this?
Iphone APP for Zoho CRM
Is there any advance in this App for Iphone?? CRM in the iphone in order to: Have a friendly interface like iphone Manage accounts, leads, quotes, opportunities, invoices would be a really good app to have and a good selling point Best regards Carlos Marquez Upsidecorp www.upsidecorp.ch www.upsidecorp.ch/blog
Subscription needed for CRM/Creator Integration.
This document describes integrating a Creator App with CRM. In the free CRM version the Web Tabs is disabled. Do I need a paid version of CRM before I can integrate with Creator? Does the Creator also need to be a paid subscription? Thanks for the info Herb Wexler
Adding companies to campaigns automatically
First off, I've just seen the campaign enhancements that were made in April that allow you to add contacts to multiple campaigns, which is a very welcome enhancement, and one that will make Zoho much more practical for us. In addition to this, it would be great to also add the company that they work for to the campaign and be able to see all the information from that companies contacts at the company level as well as the individual level. An example of how this would be useful to us. Our campaigns
Problem with PHP Script accessing Zoho CRM API with curl
I'm trying to access the Zoho API via Curl and PHP using the code below. It's able to get records, but when trying to insert some sample XML it's throwing a 4500 error code. (I'm generating the tickets ok, which is being inserted into the URL below) Where am i going wrong? I'm going bonkers - i've been banging my head against this brick wall for 2 evenings now!! $api_key = 'hiddenfromview'; $zoho_url = 'http://crm.zoho.com/crm/private/xml/'; $xml ='<?xml version="1.0" encoding="UTF-8"?><Leads><row
Adding Contacts to Potentials
I am trying to add several related existing contacts to potential/ Opportunity.. being a new user I cannot find a simple way to do it (as compared to Salesforce or SugarCRM) . I can add one contact but I cannot add other contact and contact roles is empty.. is it possible to add several existing contacts to potential/ opportunity? What am I doing wrong (using a free edition)? thanks
Need to record web-to-contact emails
Is there a way to record/document an email sent by a webform? I'd like the email to show up in the contact record once the contact is approved and added to the CRM. I'll settle for being able to find the email ANYWHERE! I need email history to begin with the Contact Us form. Any suggestions anyone? DJ
use of CRM in educational institutes
Dear I am from an educational institute in India. I want to ask you that can we use this CRM for managing our all outside contacts, potential faculty or alumni records Please ans as soon as possible Thanks
Hiding Fields
I can't seem to find anyway to implement this, but what I want to do, is for contacts hide certain fields from showing up unless another field deems it so. In my case, I want a field to ask me how many computer's the client has. If I state with a pick list that the Contact has 3, then it will show 3 sets of fields on the Contacts account asking details about each computer. The only thing I can see to do at the moment is to make as many fields as the highest I would think and have a lot of clutter
How to mass mailing accounts
I try zoho crm since a few days, and I figured out that I can't filter accounts and send them a mass mailing... So what didn't I understand ? If I want to send a message to all the account that have a particular custom field value, how can I do ?
Quote Product Details
Hello, I need to be able to create a quote with multiple products. At the end of the quote, I need to be able to add a couple of extra amounts that apply to the entire quote (ie local transportation, shipping etc). How can I incorporate this into the quote? For example I might have the following quote Item A - Unit price $10, Qty 100, Total = 1000 Item B - Unit price $5, Qty 100, Total = 500 Additional Charges Local Transportation - $50 Shipping Charges - $100 Total - $1650 How would I go about adding
Quantity of products assigned to contact
Hello, my company manages the contact module as the customer module. Our customers buy multiple products of the same type, is there any way to show that an individual customer has bought more than one of the same product?
Importing multiple contacts into products
Hi ZohoCRMers, I'm hoping you can advise me on a bit of a challenge we have. We produce events. We'd like each Contact to contain a record of which event(s) each individual has attended. It seems there are two ways to accomplish this: 1) create a series of custom Contact fields to contain this data, create a single Contact file that we can import to update all these custom fields with True/False 2) create a series of Products to represent each event and assign the appropriate products to each Contact.
XML in Excel using API of Zoho CRM
Hi, I'm trying to use Zoho CRM's API to suck data directly into Excel using a web query. The data comes in XML format. When I pull the data into Excel, it comes like this: uri no FL val /crm/private/xml/Leads/getCVRecords 1 *the actual data* LEADID /crm/private/xml/Leads/getCVRecords 1 *the actual data* SMOWNERID /crm/private/xml/Leads/getCVRecords 1 *the actual data* Lead Owner /crm/private/xml/Leads/getCVRecords 1 *the
How do you record multiple product entries under one customer name?
I work in a garden tools company and each customer may make several significant purchases - how do you record them all under one customer name? I am having to do separate entries (on duplicates) for each purchase, therefore duplicating the records continually. HELP!!!!!
Why am I seeing tasks created by others
Whenever my boss adds a task to his Zoho account it shows up in mine as created by him. Why is that happening?
Can I upgrade the created on field?
Can't seem to figure this out in any area, so I made custom ones for when I migrated my data from Dynamics CRM. It's just sort of a pain since it shows created on is today for all my accounts, opportunities etc. I can just look at the custom field I made to see when it was made but it would be nice if it showed the proper date. I tried editing it which it doesn't let me, and I tried to change it in sheet view but it doesn't save, is it not possible? What do people do when importing data from
Certain custom fields not populating
Hi Zoho, I have an application that uses your insertRecords API to add new leads to our Zoho CRM account. Sometime last week, certain of my custom fields stopped being popluted. The new lead is still inserted, but missing some important values. My custom fields are Numbers and DateTimes. I don't believe that anything has changed in my Zoho CRM setup, or my application. Do you have any suggestions for me? Thanks, Robin Hamilton.
Zoho mobile - GREAT IDEA guys! Your next objective..
I notice you have a CRM for blackberry mobile in beta test. GREAT IDEA GUYS! This could be a world-beating product. My question is this, at present I notice it works with contacts, leads etc but not all modules. I totally understand you are at the cutting edge and working as hard as you can...my question is this...Is it your hope that at some time in future you will be able to access other modules from mobile app? For example, quotes and invoicing and crucially INVENTORY? I think this would be
need option to create multiple companies
hi, i hope this feature is not available, i was told by support that its not supported. their should be an option to create multiple companies in CRM which keeps all data and users separate from each other. i was told that you can assign it by users, but that just a work around. their realy should be options to create multiple company details. i have 6 hotels that need to be separated a to z,...it will be too confusing for us to assigning contacts and leads by roles. thanks
Attach mail to contact
hello, i work with Zoho CRM and Mail Add on for Google apps. How can i configure Zoho mail to attach a mail in my contact when the mail is sent to me by a collaborator and the contact is in CCI : ? thank you
Edit Custom Field Issues & Advice
3 issues please... 1) on the crm in products, I am am trying to add a new custom field listing every make of car (about 30 fields). Whenever I do this I get a "duplicate values" error dialog box, even though there are no duplicate values. If i reduce number of fields in pick list to just 5, then suddenly it's ok and error message goes away. Is there a very low limit on number of options in a pick list for a custom field? I have also tried editing an existing field in basic set-up and the same
Workflow rule on task completion
Hi, I need to notify various contacts that are associated with the task that the task has been completed. I was hoping that i could create a workflow rule for this but as far as I can tell activities are missing from the record type in the Workflow rules UI. Can anyone suggest a workaround or another process to notify system users and contacts that cases and tasks are completed? Thanks, Adam
One Rule - Multiple Criteria - Multiple Tasks
I would like to do the following under one Workflow Rule: Workflow Rule: New Contract Criteria 1: Location is: Denver Task 1: Task Created for Denver Admin Criteria 2: Location is: Oklahoma City Task 2: Same Task is created except this time for Oklahoma City Admin I seem to remember being able to do this originally, but I took a few months off and came back to an updated workflow interface. Can I still do this, or do i have to create a separate workflow rule to send the same task to different offices?
Need Notes in Vendor Module
Title says it all...VERY much needed to have the Notes ability in the Vendor Module.
Order_Id : SalesOrders.SO Number
Hi,Why I can retreive the good order id of a sale order inside my email template ? I don't understand this value : ${SalesOrders.SO Number} I would like to use this value to retreive informations of an order with the api : https://crm.zoho.com/crm/private/json/SalesOrders/getRecordById?newFormat=1&apikey=KEY&ticket=TICKET&id=ORDER_ID But it doesn't seems to be the good value... Thanks
Use Lead Creation Date (instead of Creation Time) ir a Report
Hi! I'm trying to generate a report showing the leads created by day. Using a summary report and grouping on Creation Time - of course, since no two leads are created at the same time, the grouping is useless. How might I use the Creation Time field to get Creation Date - is there even a Creation Data Field? Thanks
Summary of emails, calls, notes, attachement in CRM
Hello, Im using Zoho CRM. Could you please let me know if it is possible to set up section of company description to show all notes, emails, attachments together, sorted according to date it was created? Now I have everything separated: sub-section of notes, sub-section of attachments and so on... And what is the limit of space available for storing all contacts with attachment, reports etc.? Thank you
Trying to retrieve campaigns records but get no data found
This is what im trying to run: https://crm.zoho.com/crm/private/json/Contacts/getRelatedRecords?newFormat=1&apikey=awdsdg23sfr&ticket=23123&parentModule=Campaigns&id=333535 Always getting: {"response":{"nodata":{"message":"There is no data to show","code":"4422"},"uri":"/crm/private/json/Contacts/getRelatedRecords"}} 1. How can i fix that? I tried the two options Contacts & Leads 2. IS the any way to update a lead campaign via the API?
Next Page