Need to filter fields in Accounts to control mass emails / mass updates and more
Here are a couple of examples: 1. I want to have a 'last sold' picklist and date in Accounts Module, and use those fields in a filter that I create my mass email contact list with. (I don't want to have the 'last sold' fields in the Contact Modules, since many Accounts (Companies) have more than one contact, and I always want a quick review of the Account to know what they've been ordering.) 2. In my data migration to get started, my 'account type' field that I have, resides in Accounts module.
importing leads from excel worksheet
hi there, i'm new to zoho and just starting using the crm and am wondering if someone can help me to load these. there are some merged fields that are not mapping properly and i also cannot figure out how to map some custom fields. is there a support phone line where i can just ask someone this question? i emailed support with a copy of the spreadsheet and the same questions last week but have heard nothing back...is the forum the best place to get answers for questions like this? thanks so much,
Zoho CRM Iphone App?
Is there an iphone app coming anytime soon for Zoho CRM? I use Zoho crm now and it is great, but an app for my iphone would be awesome. I would like to be able to create quotes for my desiccant bags products and post potentials from my phone. I know that vtiger has an app, but I like Zoho CRM better. Any feedback or a time line would be great to hear.
Access matrix to potentials.
Hi Zoho CRM Team! I try to implement access control matrix to Potentials and don't now exactly how to do this. We have 2 groups: sales representative and product managers. One Product Manager is responsible for brand "One" and should have a visability (read only) to all potentials regard to this brand for all sales reps, second PM is responsible for brand "Two" and should have a visability to all potentials regard to this brand for all sales reps. The PMs should be able to see potentials conected
Today Button when updating Date Fields
Would be helpful if there was a Today button when viewing the pop-up calendar after clicking within a date field. Thank you.
Proxy Login
I'm finding that an administrator would benefit from being able to proxy login a user or test user while testing changes to profile/roles and workflow. Easier than having to log out and log back in as another user. FYI
Is it possible show the job opening from Zoho Recruit at Zoho CRM?
Dear Support, We are Zoho Recruit users. We'd like to show the job opening for each client at ZOHO CRM. How can we connect Zoho CRM and Zoho Recruit. In Zoho Recruit we use Client and Contacts from Zoho CRM. Now we need access Zoho Recruit informations at Zoho CRM. Could you help us please? Thanks. Paulo Miguel.
Outlook Plug-in AddEmail to Contacts/Leads isn't working for me
My integration between the CRM and Zoho email is going okay. My problem is the Outlook Plug-in. I have a contact in ZOHO CRM. For whatever reason, I receive an email in my separate Outlook mail. I have installed in Outlook Plug-in. (yes, I make sure it is logged in). and when I highlight the email; click /add Email/; get the add email to ZohoCrm where I have the different options; click /search and add/; locate my contact, highlight it and click /add to Zoho Crm/; I get a message "Successfully
Different Fields in productview
Hi, I have different product categories: Services, Software producte and Urban Planning Production Now I want to add different fields for each categorie. For example: for my software products I want to add the field version (with a list). However for my services I want to add the same field, but not with version but with category. Software + Version (for example Product X + 1.3.1) Service + Category (for example Consultancy + On the job training) Now I have defined services, software etc. under products....
accepting payment for sales orders and invoices
We recently setup an authorize.net account. We have been using quickbooks online to create sales orders and invoices but would like to keep all sales processes in crm. Is there any payment integration being developed for Zoho CRM? I have been looking at info@hand which is built from sugarcrm. The quickbooks integration is also enticing.
Zoho Crm for Iphone
Any news for native app?
Impossible to send email from Quotes with firefox 4
This is just terrible. On google chrome I can't use it (window don't even open...!) , but now same problem with firefox 4. HELP - I can't SEND my Quotes anymore !!! So my invoices either. URGENT kind regards Daniel
ZOHO writer mail merge: only works for 1 user, not for the others
We created a template for mail merge in Zoho Writer. It works fine for 1 user. However, it doesn't work for the other 4 users: the mail doesn't fetch the CRM data and gives and error message. All users have the same rights, use the same browser. Someone any idea what's happening?
Mass updates...
https://help.zoho.com/portal/en/community/topic/mass-update-using-zoho-crm-api Is there any updates to when to expect this feature? If we cant mass update using the API calls that doesnt leave us many options for running a business... The amount of time we update our CRM records should not be limited by API calls alone! Can we get a status on this feature, or a possible intelligent workaround?
3 Dates For Events? Drive Me Bonkers
I made customer field titled 'Renewal" and set a date. Now I want to remind myself but documentation seems out of date (there's no 'remind me' button or tick) Can I set a reminder all by itself for an account? Right now all I can see is: 1. Go to Account and below, click on New Event. *2. Mandatory Settings for Start Date Time, End Date Time 3. Click Recurring Activity *4. Start Date, End Date * trying to figure out two start and end dates is driving me bonkers to figure out which one takes
Sales Rep vs Admin Activity Permissions?
Our sales reps were unable to see the Admins activities that were entered in the client record, but they were able to view other sales reps entries. I went into Data Sharing Settings and changed the "Activities" status to Public Read/Write/Delete. I don't want the reps to be able to edit or delete any activity that wasn't created by them or assigned to them. They should only be able to view activities that were created by their predecessor. Is there a way to do this? Thanks, Kathleen
email addon
I'm new to Zoho. Can I buy just the email addon during the 15 day trial period or do I have to pay for the the full service?
Error while login - error while initialising the logfile
Hi, What is the cause of this error? how can i solve it? Thanks for the help. BB team
Sharing subset of information with another user
Sorry if this is a silly question. If I have an admin role and there is a sales rep role below me and I wish to share only a small subset of accounts or account information how do I achieve this. ie. I cant see where you can say create a team and mark an account or some account contacts or account tasks etc "to be shared" with another user ??
Customizing Zoho CRM for SaaS business model
I was wondering if anyone could help me customize Zoho CRM for the following business model. We provide SaaS service like Zoho with monthly subscribers. I need to track usernames, passwords, software license numbers, type of software, trial start date, trial end date, billing start date, monthly price. We bill twice a month so I also need to invoice for prorata usage. If someone could please help me with where I should capture what information. I want to avoid creating a new product for every user.
When managing calendar, Zoho reverts to current month after each activity - leave it on APRIL, e.g.
Can this default behavior be changed so I don't have to re-navigate to the month I'm adding events to in the calendar pane?
po question
Is it possible to attach a po number to leads? I need a number attached to every lead-
Link incoming emails to contact
I see I can send out of CRM an email to a contyact and that it links to that contact. Is it also possible to link an incoming email to an existing contact automticaly?
Can't access my report!
Have clients I send a Potential/Activities report to weekly and have been doing so for months....two columns...one for Subject and the other for Activities summary by date. Last week when I tried to access my custom report I received an error notice..."sorry for inconvenience". Contacted support on two occasions and they remotely tried to pull up/create my report only to say they can't as have a software issue to resolve which could take a month to accomplish!!! I don't understand why I have been
Field Updates
I have created new fields under the Account tab that I would like to update monthly when I obtain new sales reports. What is the easiest way to "match" and update certain fields using a CSV file?
Code not working all of a sudden zoho.crm.searchRecordsByPDC/contactid - CRITICAL - disappointing response from support (waiting 3 days)
Hello, I have emailed support, and submitted an online request for help - I marked both as critical...and still, 3 days later, have heard nothing back from support...very disappointing...I am quite an advocate for the Zoho tool suite...but must concede that the support aspect is quite hit and miss...I am a paying customer and I realise the service is at a favourable price point but I still think a 24 hour turn-around (even an automated response to say it's in the queue) would help. How so ever...
Copy of a Letter I sent to the Development Team
I thought I would share a letter I sent to the ZCRM Development team. This was sent to Peter Balaji. His title is (or at least was) Sr.Manager - Sales & Support Zoho Corp ******************************************************************** Peter, I am writing to express my concerns with the ongoing development of Zoho CRM. You may recall that our company is an enterprise user with 31 seats of ZCRM. As our company grows we want to be able to leverage the capabilities of a robust CRM system to help
How do I find existing pick lists?
I want to include an existing pick list for every country in the world and every state in the US. I know they exist somewhere but where do I find them? Thanks you, Josh
Price controls Products, Invoices, Quotes
I need to be able to give different sales people different price books that they are aloud to use but not provide a price lower then the list price, if they charge more they get more commission so I don't care about the upper bound. Is this possible. I also read about tiered pricing is there any update on that. Thanks Seth
My interface language is Chinese, and i cant change to English
My interface is showin in Chinese, even though it was English when i was logging in .... I cant understand what it is saying so i cant change it to English. Any help?
Contact Mailing labels based on account criterion
I need to be able to create contact mailing labels, but my selection field comes from accounts. How can this be done? Please advise.
Referencing renamed modules in API
We have customised some of our CRM tabs e.g. Accounts has been renamed Companies. Does this rename the actual module or just the tab? In other words, if I want to use getRecords to retrieve columns from the Companies tab, do I refer to Companies or Accounts in the querystring? Also, can I retrieve custom fields using the selectColumns parameter? Thanks.
API and GetRecords
Hello, We currently use the API with GetRecords method to obtain data in the leads. My question is: Is it possible to do the same thing but with the tab "Activities" or "Reports" with a url like this https: / / crm.zoho.com / crm / public / xml / Reports / GetRecord? apikey =****? Thank you.
Configuration organisation fields
Hi, I'm configuring zoho crm and want to import a few hundred organizations. They have different locations and departments. Which are often characteristics of contacts in the systeem. What is the best way to configure this without getting in trouble later? Thanks, Frits
Web to Contact Form has stopped working AGAIN!
We are having continual problems with our web to contact form. It will work fine for months and then suddenly stop working for no reason at all. Our computer person will go in, have to regenerate the code through Zoho, and usually this has fixed the form in the past. But it never stays permanently fixed. I have had dozens of clients go to this form to fill it out - spend 1 to 2 hours on it, and submit it, and the info never gets into my Zoho CRM. So the only way I find out there is a problem
Can the Assignment Rules be applied to already imported leads?
Hi, I have created a number of assignment rules for my leads however they do not seem to be working - are they only applicable to newly imported leads or are they supposed to "update" the already imported leads? Many thanks!
Workflow Rules for Alerts
Hi all, I would like to be advised when one of my clients' account expires. But the choice is limited : I can create an alert so as to be informed 1 day earlier only. Is it possible to change the formula (---> ${TOMMOROW} ) into more precise terms ( one or two weeks earlier i.e) ? I already tried to change the due date (plus/minus X days but it does not seem to work) Thanks in advance if you can give me some clue here.
Is it possible to duplicate the inventory tab?
I have 2 different kind of products to track and I would like to have to different tabs pour my inventory. Is it possible to create a second inventory tab and if yes, how? Thank you, Cedric
Email Signatures with Email Add-on
How can we use the signatures in zoho mail settings with zoho mail add on when emailing from a record?
Campaign source drop down in Lead information not working?
I have been importing new contacts for a specific campaign and yesterday I was able to access this drop down menu and now it doesn't respond. Any idea why?
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