Duplicate records test
I would like to test a leads import with the duplicate records function (skip or overwrite). I know that this function is available on the Enterprise Edition. But is there a way to test it ?
lead change report
Is there any way to monitor in any reports de leads that has changed Owner? I have a telemarketing team that cold calls potential leads and once they have someone interested, the change the lead owner to a sales rep. I would like to monitor what happened with those leads, that had changed owner. Thxs!!
Zoho CRM Responding Very Slow
What is the latest status, as of March 23rd @ 12:54 PM...Zoho CRM is very sluggish...constantly in "loading" process??? I'm using Internet Explorer...everything on computer is working fine, other websites are fine. Please try and isolate what is happening here.
Report and View pulling different results.
I have a Report, and a View - both with the same criteria. However, I am getting different results for each result set. The View is pulling up all records, the Report is short. This is logged on as the same user, and the missing Contacts are owned by both myself and other users - plus we have it so everyone can see anything. How can I find out what is the issue? Richard Brust http://www.rbrdatasolutions.com
Share only one contact between
Hello, I have Zoho CRM Enterprise. Is it possible to share (readonly) only two ou three contacts between many users ? How ? ;) Thank you. Renaud Anzieu
Can we limit the amount of "Potentials" a user can have at one time?
I've been trying to find a way to have limitations set up for my sales people. Before approaching any business, our sales people conduct research on the prospect. Since the salesperson does his/her own research, we want them to be able to create the Potential on their own. The fields are already customized to fit our research needs, so that's not much a problem. The issue arises because we don't want all our reps to start claiming too many prospects as their own. We want it set up so that they
UI Improvements in Zoho CRM
Hello, Today, I am pleased announce the following UI improvements in Zoho CRM: Edit and Delete options for Standard Reports - Earlier, you could edit and delete only the custom reports. Now, you can also edit the name, folder and description details of a report and also delete the predefined reports. Create Reports - While viewing a report you have the option to create a report. Accounts Fields in Mass Actions - While using the Mass Update, Mass Delete, Mass Transfer option for Contacts, the Accounts
ZOHO CRM API help
Related to Zoho CRM API: Need a way to search our leads with criteria state=<SOME-STATE> and city=<SOME-CITY> and then extract potential information out of the lead. We are using 'getSearchRecords' API method to do the search and here are the issues 1) Not sure how to specify both the criterias. e.g. I could do a search with either city or state but not both together in the query. 2) This is IMPORTANT: It seems that 'getSearchRecords' does not search through converted(processed) leads but only through
Regarding tasks
Hello In zoho crm when I create a new Task, It is automatically getting displayed for my colleague also. I am the admin and my colleague is not having admin privilege. We are on google apps and installed zoho crm from google apps . Is there a way such that my tasks are visible only for me and will be visible in my colleague's task list only if I share it.
Question about Google Apps with Zoho?
I haven't tried this yet but I know you can send mail from Zoho with Google apps but can you receive it? I know it talks about using POP3 settings in zoho but that concerns me since I wouldn't want email going to just Zoho CRM, I'd prefer it going to standard gmail as well as Zoho. Just wondering if for example there's a way to do it like Microsoft CRM where if you send an email from the CRM, it has a # in the subject so if someone replies it auto links it to that account or opportunity?
lead source Vs. campaign source
What is the differences between a lead source and a campaign source? I'n sure what to enter in these field. They seem to be dups to me. Can someone explain how they are supposed to be used.
Outlook Plug-in versions
Hello, Could not find this answer elsewhere. We are very interested in this Plug in , but we have some users using Outlook 2003 and some using Outlook 2010. Do all user need to be on the same version? If no, then are there any functionality differences we can expect between the differnces? Thanks for your help.
Cases and the Google Contextual Gadget for Mail
I am hoping I am missing something and somebody can weigh in on the logic/appropriate workflow for me to solve this issue. My questions are about cases and the contextual gadget for google mail (which also applies to the zoho mail functionality): 1. Why can't I create a new case from the contextual gadget (or from Zoho mail interface)? 2. Why can't I add an email to a case through the contextual gadget? (or from Zoho mail interface)? Thanks
Where can I find entity ID for accounts in Zoho?
I'm trying to import notes and contacts to link to Accounts but doing it by Name causes half of them to not work, so I want to do it by Parent Entity ID. Where on earth do I find what an accounts ID is? if I export, every single account says 342115000000054000 is the account ID, they're all 100% the same. I've tried everything I can't for the life of me figure this out. I made my own account ID for each account but you can't import notes or contacts based on that for some reason. Please help!
Attachements Fileds in Client/potential api ?
I can't retreive files attachments informations with the crm api (Contacts or Potentials)? Is there an entry point somewhere ? Or is it a feature that is not (yet) proposed ? Thanks
GetRelatedRecords call only returning 1 related record
Hi All, I just recently started messing around with the Zoho CRM API in C# to see what it was capable of and things have been going pretty well up until I tried the GetRelatedRecords() call. I passed in a contact as the parent section and made a call to Quotes with a valid ID which I would expect 2 records to return from, however I only got one. I hard coded the toIndex and fromIndex with various values but with no luck. Has anyone else seen this issue? Regards A
GetRelatedRecords only returns single item
I am trying to retrieve related Quotes for an Account by posting to the following URL which seems to return only a single item rather than the two I was expecting. Has anyone else seen this or do I need to pass in anything else to retrieve further items? https://crm.zoho.com/crm/private/Xml/Quotes/getRelatedRecords?parentModule=Accounts&id=<parentRecordId>&ticket=<ticket>&apikey=<apikey>&newFormat=2 Thanks ANdy
Confirmation Email
Have signed up for a trial of Zoho CRM. The primary email account is a well known ISP (***@btinternet.com) but when I ask for a confirmation email, nothing appears. I've sent and received an email from the primary email account, so I know thats working. I've logged into the webmail version of the primary email account to see if it has been sent to spam, but there is nothing there. Any work arounds?
Product vs Deliveries (and subproducts)
Dear all, I would like to use Zoho CRM for a company which rent containers. So in each command I have several deleveries (of containers) with a date, an hour, a contact, etc. Do you have an idea of of to handle that with Zoho CRM ? Do you think I should customize "products" ? Thanks.
Zoho CRM - Email Templates only allowing one attachment
Hello, I reported this earlier this week via email but have not been made aware of any progress. Seeking response on when feature will be available again. Currently when we try to attach multiple attachments to email template we fail. After we press the save button in the email template edit screen the system does not display the multiple attachments. I've checked and our files only total 350 to 500kb of data. Could you please update us as to when this feature will be restored? We've used the
Customisations not showing
Hi, I've spent weeks customising the ZOHO CRM and then all of a sudden yesterday the data entry pages have reverted to the original fields. When I go into set up, all of my customised fields are there and in the position I want but they are not showing on the working page where you enter information. No-one is on the support desk and I'm freaking out - can anyone shed some light on this? Nicole
How to set up Roles and Data Sharing properly.
This is what I need to create. All the tutorials were very vague. CEO- Sees all, edits all CFO view only Project admin - See all, Edits all Regional Manager - sees and edits all projects from his region (do I need to set up a group for each region?) Project Manager- sees and edits only his own projects. Production manager- sees his region only How do I set it up so that each regional manager can only see all the projects from the salespeople only in his region? How do I set up those regions? How
Migrating to Zoho but I have many old users, what should I do?
I'm looking to migrate to Zoho from Dynamics CRM 2011. My concern is that right now I have 3 users so I wanted to get the $12 professional edition as it has all we need. My issue is that I have about 5 employees that are no longer with our company, but have old records in Dynamics where they are the owner. I want Zoho to still track my old opportunities and accounts that I import into it and to show them as the owner. I don't want to have to buy 7 user licences though just to have them as an
Migrating from dynamics CRM to Zoho question about workflows?
In CRM 2011 I have a custom field called order win date. Then I have a drop down called sales stage. I have a workflow that if sales stage is changed to "ready to submit" it will stamp the current date as the order win date field. Am I able to do this as well in Zoho? This is a big requirement for me, it just needs to trigger on an opportunity that's been saved when that one field is changed. Thanks!
Change the columns in associated view of potentials etc under account?
Is there any way to change the view? For example, when I open an account, it shows contacts, potentials etc. Potentials just shows: Name, Amount, Stage, Probability, Closing Date, and Time. I am looking to migrate from Dynamics CRM 2011 but I have other fields shown in this type of view, like order type, etc. Can I customize that view to show other fields?
Is it possible to make a complete copy of all the data and information in a Zoho CRM account into a new account?
Is it possible to make a complete copy of all the data and information in a Zoho CRM account and place it in a new account with nothing contained in it? Or in other words it is possible to make a duplicate of a Zoho CRM account?
Purchase Order from a Sales Order?
Once you create a Sales Order you should be able to generate a PO to send to the supplier or manufacturer. How do you create a Purchase Order from a Sales Order?
Can I download information from Zoho to my Treo 755p?
I'm a newbie and I want to make sure I can download calendar, names, address and phone information to my Treo 755p. Has anyone done this; if so, please let me know your experience. Thanks in advance. Karolus
Cannot update Secondary Email field
I manually added a secondary email and it did work just great. However, I have quite a few contacts with an email address in a field I created (called Personal Email). I now want to copy all those address to the new Seconday Email field. Since Zoho does not have a copy field function (which it should), I have used Zoho Sheet View to do this with other fields. However, although the sheet view does look like the field/column is copying, and the sheet does say Update Successful when I Save, it is
Username
I have a ZOHO CRM account and I signed up for ZOHO projects with a different username and email.Is there a way to use the same username for all ZOHO products?
Associate Vendor Contact to Lead / Potential
I get how to associate a vendor with a lead / potential using the lookup feature. What I'd like to do is associate a contact within the vendor within the lead or potential. Is this possible?
Potentials Closing This Month BUG
POTENTIALS VIEW: Closing This Month I have tested this and confirmed that there is a BUG in the Potentials Closing this Month View I reported this before, but could not prove it - now I can. Many of our potentials were not showing up in previous months and there was no way to verify. However, today I noticed that a large group of potentials that were dated 7/31/09 were not appearing on the view, but ones dated 7/30/09 DID appear. So I changed the 7/31/09 to 7/30/09 and they all magically appeared
Log A Call
Please do not make the Call Start Time and Call Duration mandatory fields. I simply want to log the fact that a lead either called in with a question or that we called them for something. I am not tracking the time that we spend doing this task.
Field Creation
If I have set a series of custom fields for my Leads, is there a way to auto create those same fields for Contacts, Accounts?
Zoho CRM on your own domain
I was wondering if it was already possible, or if it is a feature that might get implemented where Zoho acts as if it were hosted. I actually like the fact that zoho hosts the CRM and have no problem with it, but I would love to be able to point a subdomain for example virtualoffice.mydomain.com to the zoho crm via DNS and be able to run under my domain (Google apps kind of does this, though they redirect) it would be great to keep it under subdomain.mydomain.com to be more seamless. Has anyone
New Contact Module - PHone No. Lookup
On the New contact page - When I enter a new phone number it used to "pre-select" simlar phone numbers as I typed the digits in so I could see if the phone number was already in file prior to creating another duplicate record. It appears this functionality is gone what happened or am I missing something here?
Field-level Edit overrides Dependency Field
I have set up two fields on Sales Order - Approved by Management and Status. Of these, Status is a system field that I have populated with custom values A, B, C, D, E, F. Approved by Management has values Yes, No. I have set up field dependencies as follows: Approved by Management: None => Status: A Approved by Management: No => Status A, B Approved by Management: Yes => Status C,D,E,F Now, if I set Approved by Management as Yes, Status changes automatically to C - as expected However, if I then
Get Related Contacts with Accounts as Parent Module 500 Error
Ran into a new problem this morning. Here's my API call: "https://crm.zoho.com/crm/private/xml/Contacts/getRelatedRecords?newFormat=2&apikey=$apikey&ticket=$apiticket&parentModule=Accounts&id=$related)", "r") or exit("Unable to open file!"); This is throwing a 500 error. I've echoed my variables, and they are correct. Is there something wrong with my syntax here?
Zoho CRM for Blackberry
I ve been following this issue for awhile. it's good to see that we can access it via opera mini now. however, from what I think, the best feature of blackberry for a CRM system is that blackberry can give more mobilability for the people working on the field. as a blackberry app, it should be able to work offline. and it will be able to store some info on blackberry, so that it will be working more efficiently. other features will be; be able to capturecall ,email from blackberry and log to CRM;
Problems with the Zoho Crm plugin for Outlook 2007
Hi, I don't know if someone reports my same problems..I tried to read the other posts but I didn't find something similar to my problems. I use Zoho Crm with a not free plan and I downloaded the Office plugin in order to add directly on Zoho my e-mail exchange with the customer. I activated last friday the evaluation period (I want to try the plugin before buy it!) and I installed the plugin. Yesterday everything worked fine...I added some e-mails to my contact details but today I can't login into
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