More than one conversion
In our sales process, there are two points of conversion - one when the Suspect (Lead) is validated and becomes a Prospect and another when the Prospect is converted to a Customer. Is it possible to add this second conversion into Zoho CRM? At the moment I can only convert from Lead which then populates both Prospect and Customer data, bypassing some important steps for us in the sales process.
Update email addresses
Hi How do I update an email address for an existing User in CRM?
Extracting Leads List
I have been trying to do an extract into Excel for all the leads in our Zoho database, for some reason some countries are not showing up, even though the leads are in the system Can anyone help please? thanks
Can anyone create a programme/system to link ZOHO to online accounts SAASU??? Happy to pay!
Hi All, Just started with Zoho for my small franchise group. I now have "In the cloud" Accounts/quoting via an australian system called SAASU and now have just started CRM with ZOHO (Very Happy with both) . What I need somebody to do for me is create a link between accounts and zoho to avoid double entry. Is there some way that ZOHO and saasu could somehow synchronise?? they both use API and I was told by Zoho that it can be done...but how??? Just need somebody to either do it ..or tell me who
1ShoppingCart Integration with Zoho CRM
Hello! Suvichar Technologies, our partner, has developed an integration utility that lets you integrate 1ShoppingCart orders, clients and products with Zoho CRM. Vinay Joshi, CEO of Suvichar Technologies, has posted about this integration in our blogs. Read More. Do try this integration and let us know what you think. Regards, Sharanya R The Team Zoho CRM
Home View - increase component rows
It would be great if we could have an option to set the number of rows that each component displays. It is currently set at 5 which means there is a lot of scrolling to get to data and its very easy to miss information Example Great I only have 5 jobs to do Oh no there is more - also you need to use the scrollbar on each component to find extra rows
Mass mailing
Does CRM has a mass mailing app?
Zoho CRM Adding Duplicate Items
Hello, I'm having trouble and Zoho Support says it can't be something wrong with Zoho in this case. When adding a new note or a meeting or anything in Zoho on occasion it adds it twice. I have tried in IE and Firefox and I KNOW I am not clicking it twice. Has anyone else had this issue? It's really annoying.
Automatically Link Email to Contact; Outlook; GMail; Google Apps; WebOS
Forgive me as this has likely been asked 1,000 times. I didn't find the answer on a quick search. Basically, when I send an email from Outlook, I want it to automatically hit the CRM app. I don't want to have to do anything extra. I could live with a rule that if I put "cc" into the subject it automatically hits the CRM app. Just make it easy without additional clicking of the mouse. Send and done. Possible? Right now I have Outlook 2003 with the CRM addin. I have a Gmail account that all email
"Authentication Failed" error returned from "nohup sh run.sh" command
When starting the application I get the following error: ./../classes/:./../lib/HTTPClient.jar:./../lib/ZohoTeleAdapter.jar:./../lib/json.jar:./../lib/AdvWmsServerCommon.jar:./../lib/AdvWmsCommon.jar:./../teleadapters/elastix16/lib/ZTIElastix16Impl.jar:./../teleadapters/elastix16/lib/asterisk-java-1.0.0.M3.jar =============================================================================== . . REMOTE_HOME: ./.. . JAVA: /usr/bin/java . JAVA_OPTS: -Dadapter.home=./.. -Djava.util.logging.config.file=../conf/logging.properties
PhoneBridge problem with Avaya
I having a problem installing phonebridge with avaya PBX. In the run.bat batch shows this error: Exception in thread "main" java.lang.NoClassDefFoundError: com/adventnet/zoho/remoteagent/Starter It looks line something is missing in the installation files.
phonebridge for asterisk
hi is there anyone can help me , I want to configure \ZohoCRM_CTI_Adapter_for_Asterisk_1_4\Zoho\ztiadapter\conf\zti.properties
Giving Credit Where Credit is due
I want to take a moment to publicly note the improved responsiveness of the ZCRM support team in the forums. I have noticed that the team has been doing a much better job of quickly responding. I also find that the new "Status" labels that are applied to forum posts are helpful as well In the past I have scolded the ZCRM team when I felt they were not paying attention. I think it is only fair to praise them when they make improvements. This is a very good start and I hope to see the team continue
Age of opportunity or date range to trigger alert.
We want to set up an alert when an opportunity is older than 45 days and status is proposal. I cannot seem to get an "age" for the opportunity or set a rule to trigger 45 days after create date and status = "proposal". I hope this is clear, can someone help? or suggest a workaround, many thanks. SEAN.
Workflow Criteria Trigger Dates
I would like to have a task triggered when a Potential has not been modified for over a week. How do I do this? Ex. Create task when Today's Date equals Modified Date plus 7 days. or Create task when Modified date equals Today's Date minus 7 days. Is there a way to do this?
Money symbols on Templates
I am adding some custom fields into the Inventory Templates that are numeric. The templates, when I export as PDF or print a Quote, Sales Order or Invoice will always show the money symbol (COP$ in my case) to all custom numeric fields, but they were not programed as money fields. How can I take them off? Thanks
How to add our website the Web-to-Lead form ?
Hi, Can u explain anyone how to customize Web-to-Lead form in our website. Regards, Prasad.
Workflow Rule Criteria "AND" doesn't work properly
Hello, I'm trying to add 2 Rules Criteria to a workflow. Even if i select AND when i save Rules Criteria are not Combined with a AND but with OR... is it a bug ? thanks.
help
please I don't know how can I start integrating phoneBridge I mine , after installing the plugin how can I communicate my computer with my pabx
New in Zoho CRM: Secondary Email Address for Zoho Mail Add-on Users
Hello! Earlier, in the Leads and Contacts modules, we provided an Email field to store the email address of the prospects/customers. Now, along with that, we also provide a Secondary Email field that can be used to save the additional email address. Benefits: If you are using Zoho Mail Add-on, with the help of this additional field, you can fetch and associate emails that are sent/received from both the email addresses. You can choose to send emails to any one of the email addresses or even both
Add ${Campaign.Id} field for templates email
Hi, I have to track campaigns inside a template email and it's impossible to add the ID of this campaign the field doesn't exist. I've tried ${Campaigns.campaignId},${Campaigns.cid},${Campaigns.Id},${Campaigns.CAMPAIGNID} with no result. is it possible to purpose this field in the list ? thanks.
How to filter based on ContactID
Has anyone tried to use getSearchRecords and ContactID as the search condition? string url = "https://crm.zoho.com/crm/private/xml/Cases/getSearchRecords?ticket=" + Ticket + "&apikey=" + APIKey + "&selectColumns=All" + "&searchCondition=(CONTACTID|=|" + ZohoCONTACTID + ")"; It doesn't work for me. I get back this <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Cases/getSearchRecords"><error><code>4832</code><message>Invalid parameter value</message></error></response>
Custom Fields
It said I could make 130 custom fields so I planned for that and then it turned out I could only make 60 custom fields. I discovered this chart https://zohocrm.wiki.zoho.com/Zoho-CRM-Custom-Fields.html too late. 60 string type fields isn't enough!! I need more. What am I supposed to do!? It gives me this prompt You cannot create this field. You can create only a maximum of 60 String fields/module (which includes Text, Pick List, Multiselect Pick List, Email, Phone, Text Area, URL, and Auto Number
Formula Error working with Text Fields
The following formula checks out syntax wise but generates an incorrect result. Concat(${Contacts.Mail Intro},' ',${Contacts.Last Name}) Example: Mail Intro = Todd & Toni Last Name = Young I should get Todd & Toni Young. Formula above evaluates to Todd Toni' Young (note the missing & and got an unwanted ' ) This was tested on these two fields and then I changed the contents of both fields, and tried replacing the last name field with a different custom text field. All gave similiar results
Add Existing Leads to New Campaign
How can I add 500 existing leads to a new campaign. For example, I've imported a list of leads. Now, I want to run several campaigns with those leads. One Month I'll do Campaign A, the Next month I'll do Campaign B, and so on. How do I do a mass add to those campaigns? Jake Posey
Associate Web-to-Lead to Campaign
I'm setting up a couple clients for Web-to-Lead forms. Since there is no way to automatically add them to a specific campaign, we've added a field that they can use to manually/visually associate the new lead to an existing campaign. However, I cannot seem to find a way to add that new field to the Approve Lead "page". The fields I can see are below, how can I add the new field? It's almost like Campaigns are a separate entity in CRM - not easily integrated with Contacts or Leads. Lead Approval
Audit capability for Sales Orders
Hi, Most of our work is currently enabled by the Sales Orders module. I noticed that Audit capabilities exist for Leads, Contacts, Potentials, Accounts and Activities (https://zohocrm.wiki.zoho.com/Zoho-CRM-Audit-Log.html) but not for Sales Orders. This is a pretty big requirement for us, and if audit logs are enabled for sales orders, we will have a strong incentive to move to the Enterprise version. Can you tell me if this is in the roadmap? If not, I'd like to request that this be included and
Attn. CRM API Developers - Use only POST method for Ticket Generation and Limit Concurrent API sessions to 20
We are bringing two important changes to our Developer API implementation. These changes will come into effect from June 06, 2011 . 1. Limit the number of concurrent API sessions to 20 You can only have a maximum of 20 concurrent API sessions. This is being done to improve the stability of the system and to further enhance the security of the API Implementation. To avoid crossing this limit, please follow one of the following measures: Re-use the API ticket: An API ticket once generated can be used
CRM and MYOB Accounting
Has anyone successfully linked CRM with MYOB Accounting using the API?
Linking contacts
I need to link two contacts in Zoho CRM. I operate a nonprofit that has Sponsors and Students (3rd world students.) Is there a way to link these two together? I would like to have all in as contacts and connect when appropriate. Sidenote: some Sponsors have multiple students and will need to link to multiple other contacts. Thanks for the software! We spend no sponsor money on overhead so love Zoho CRM. Thanks, Shawn
Workflow Changes
I've reported this to support, but wanted to get feedback from the user community. The recent workflow modifictions are a real improvement I think as it's easier to create workflows. Has anyone run into the new restrictions on number of rules/module or number of tasks per rule? Perhaps workflow isn't being used that much, but a 5 task business process is all that can be built now with the engine. (your restricted on alerts as well, but we use mostly tasks) I don't know many business processes
Firefox 4.1
After the latest Firefox update (4.1) to pop-up boxes/calenders in Zoho CRM no longer work. Still works OK with Chrome but I prefer Firefox
ERROR: Did the API keys change all of a sudden? (Specified apikey ... is not valid.)
Last night, some time after 11PM CST, we started getting error code 4890, "Specified apikey [...] is not valid. Provide a correct one." In other words, our integration became completely broken all of a sudden. This morning, I logged into the CRM, went into the Settings, and looked at the API key listed there. It was completely different from the one we've been using for over a year. The new one is longer in length and contains more types of characters (the old one only had hex digits). I put the
Outlook Add On Plug In
When I try to log on within Outlook, I get this error message; "You must specify a valid user name and password" I have not changed either, and is not letting me log in to upload emails into zoho. Anyone else having the same problem?? thanks,
Search facility down & not loading properly
Please help. The search facility is not working (since the appearance etc of the website changed). Also, when saving or deleting a lead, it continually loads to a blank page. Please could someone rectify these issues as they are making working on ZoHo very tedious and time-wasting. Thank you.
Can you customize fields that appear in "Details" listed under account/contact/etc.?
For example, when viewing an account, a summary view for 'Contacts' (or what is considered Account Details in the setup admin) is displayed below for the contacts associated with that account.... By default, 'Contact Name', 'Title', 'Department', 'Email', 'Phone', and 'Mobile' are included as a fields. Can I change these so another field is displayed, like 'Contact Status' instead of 'Mobile'? Thanks! Michael
Grand total still being doubled when 2 products are used
In the Reports & Dashboards the Grand total is still being doubled when 2 products are used. Making them absolutely useless for statistics. For example. If someone sells a 'Half Page' for £3000 'Web Package" for £1000 Grand Total : 4000 It'll display like this in the Dashboard report Half Page / Web Package (2) :£8000
Cannot convert leads now
I have been able to convert leads until today. Now the date does not pop up. I cannot pick a user. I cannot save the conversion for it to happen. It worked yesterday...not today.
Custom fields in 'Product Details' (Sales Orders)
At the moment you can't add any custom fields to "Product Details" (correct?) I want to be able to add custom fields that inherit the same choice menu as "Product Name". e,g; "Product Dimenions" "Magazine Issue" Cheers!
How to make an event which recurs once
Hi Zoho, I have the following problem: - In our company, customers come to visit our company twice. The first time to make an order, the second time to collect their order. The two appointments are made at the same time. - In Zoho CRM, we make events and export them to Google Calendar. But I only can fill in the first date. I have to manually make another event (in CRM or Google Calendar) for the second time they come to visit our company. I would like to know if I can add a 'third' date field for
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