Importing contact and company data
I wish to import contact and company data from Excel. It seems that I need to perform two separate import operations for contact and company data respecitvely. Is it somwhow possible to import contact and company data in the same operation? Elling
Email notification after 3 days
hello I would get the following result Leads are assigned to users when you do not take any action at Lead in the course of three days it gets e-mail notifications How i can do this?
Remove field limits and add a function field
When is ZOHO CRM going to allow more than 100 custom fields per page. When can we have more than 15 custom numeric fields. And finally when will ZOHO include a function field that allows for a sum of other fields. This is very important to our company and we hope to see this change soon.
Related Lists-Activies
I would like to change my related lists-activities, but it does not appear in the setup please advise how to do this Thanks
Please update CRM API Wiki
Hi Team Thanks to the CRM team, its only few days into learning the ZC - CRM API, via the wiki pages I rather feel stupid for not learning this earlier. However, as a newbie at API, Here are few things that i "found out" by trial and error, Ideally, I expect to locate them in the API wiki section API Methord : getSearchRecords Action needed for : search column NOT EQUAL TO Example with equal(=) Wiki says, http://crm.zoho.com/crm/private/xml/Leads/getSearchRecords?apikey=APIKEY &ticket=TICKET &selectColumns=Leads(First
Notify Lead Owner Stopped Working
On new leads generated with web-to-lead form, Notify Lead Owner has Stopped Working. Please advise.
Syncing All Contacts with Outlook
While setting up Zoho CRM, I imported all our contacts and assigned them to me as the Contact Owner. Now other users are not able to sync those contacts with outlook, because they are assigned to me. Is there a way to setup the contacts so that they can be sync'd by all users, regardles of who the owner is?
email function in CRM
Is there any method to get received email by Zoho Mail into CRM automatically and organize these contact by contact? I can send email from CRM, but can not organize received emails in it. Does someone know about it? Sat
CRM and Invoicing
First, let me explain that I am new to Zoho and follow that up with a basic questions..... Is the invoicing inside the CRM and the Zoho Invoicing two very different products? It seems that I can't find some basic functions in the CRM invoicing. Can somebody please direct me to recurring invoices in the CRM? Also, How can I establish Paypal Inside the CRM, as a payment option for my clients?
Can't see recieved emails in crm contacts
Hi, We have signed up and bought the email integration package. Now we have a tab in the CRM showing emails but we want to be able to see emails that come in to the CRM associated with a contact and also associated with an account. Problem is we can't work out how to do this. We can only see emails that have been sent out. And we can only see these by selecting from a strange drop down menu that gives us the following options (why would I want to select from a drop down menu!). Sent emails from CRM
Products Lookup Window is Empty -- Help!
This was working a few days ago. Now whenever I try to link a Case to a Product through a lookup field, the lookup window is empty, and the search block returns no records if I enter the name of a product. The search block in the standard Products view works fine, but for some reason (probably something I did during customization of the Products entity) now the lookup list (whenever accessed from any other entity) is always empty. Any ideas on what would have caused this. As I said the lookup
Sharing Data
I am using the 14day professional trial. I have imported leads and created a campaign as a CEO. I want to give my sales manager access to this same campaign and the leads from the import, how do i share this data with him?
Workflow Alert help Needed
I have been asked to create an e-mail alert to notify individuals when the value of a specific field has been originated or changed. The problem is that I need to notify a specific individual based on the value of another field in the record. Specifically, I want Zoho to send a salesperson an e-mail alert when the estimating department changes the completion date for a requested quote. We have 6 salespeople. Their info is contained in the Potential record that is being modified to adjust the completion
Create a client login page on my site where clients can order, and then intergrate that with ZOHO CRM
I need to create a page on my site where clients can login to their accounts, order or reorder from a list of products, and pay with paypal. I then need that information to be kept with ZOHO CRM. Any idea on how to do this? Thanks, Roman
Import mails to cases?
Hello I want to run a ZOHO CRM for a mail-based support process. Currently the incoming requests go to a Gmail mail box. How can I set the CRM so that each incoming mail will automatically create a case?
Email lead to CRM
Is there a way leads received to Outlook from website downloads etc can be automatically sent to Zoho CRM? There are products like eGrabber etc but wondering if Zoho had something in built?
Contacts and emails being deleted
Zoho CRM records seem to be deleted on a routine basis, and I have not initiated the deletion. I had noticed this earlier a couple of times, and thought that it must have been a user error, maybe related to an Outlook sync. For instance I noticed that a contact that I had created no longer had an email attached that I know I had attached from Outlook. When I went to re-add the email from Outlook, I was given a message that this mail had already been uploaded to Zoho. I went ahead and readded
It would help to be able to have control of the order that templates are listed
HI. It would be really handy to be able to order templates under categories according to personal preference per user (or at least customizable to suit the business). For instance at the moment the tempolates are ordered according to when they are created. So the oldest are at the top of the list and the newest at the bottom. I have created several categories to make finding the templates easy when i'm emailing and depending on whether the customer is a new customer or repeat etc. I have many templates
Workflow suggestions?
I'm slowly starting to roll-out Zoho across our company and am looking for suggestions on ways to streamline the workflow. We run a small consulting firm and have a fairly limited number of clients at any one time, but lots of meetings with companies who are potential clients. Typical process is something like this - and how I'm currently thinking to do it in Zoho: 1) Potential client contacts us to arrange for a meeting or conference call - Create an event on Outlook Calendar and then sync to
Associates contacts to an opportunities.
Could some one explain how we could to associates several contacts from several companies and different profiles to one opportunities?. Thanks in advance
getSearchRecordsByPDC (ZC - CRM linking via API )
Hi, Is the getSearchRecordsByPDC restricted only to thedefault predefined colums listed here? The reason why I am asking this is, I tried to get the records from Products Module, where the Product category == "Handset". http://crm.zoho.com/crm/private/xml/Products/getSearchRecordsByPDC?apikey=APIKEY&ticket=TICKETVAL&searchColumn=productcategory&searchValue=Handset This continues to give me "invalid search colum" My API KEY and TICKET is working good. I am able to get the list of contact names / accounts
What happened to the API tutorials?
Things are looking very empty over here: http://zohocrmapi.wiki.zoho.com/API-Tutorials.html
Can I have multiple email accounts to send emails from?
Can someone tell me if I can have multiple email accounts to send email from? I've just stumbled onto Zoho and have managed to register 3 accounts - I only need one But... I really would like to be able to add multiple email addresses - I can do this BUT: I can't email out from multiple different email addresses Or am I missing something? What's the point of being able to add multiple email addresses if you can't email from them? Thanks Omar
Migrate Data from Other is Locked
Could a Zoho Rep or someone else please help me unlock my account. I checked permissions and everything I could find, and I can't figure out how to unlock the "Migrate Data from other CRM". It was unlocked last week. And advice would be appreciated.
Profile : basic help
Hi, I'm a brand new user and I have a basic question with profiles. I've got 2 users in my CRM : admin and standard. How can you make the standard user view the admin accounts, without being able to edit them ? If I tick "read only" in the permissions, my standard user cannot see the admin accounts. If I don't tick it, the standard user is able to edit them ! Thanks for your help
Different kind of discount
Hi, Can you help me with zoho CRM and the discounts ? I have some special discounts we need to justify. For example, I need a -10% for a new client, a -5% for 2 buys, a -7% for 3 buys... How can we set this kind of discounts ? I'd like to have the lists of discounts in wich we can pick the correct one. Of course, total has to be updated with the new amount. Thanks for any help.
web to lead form not working on windows 7
Our web to lead form is not working on one of our computers (a windows 7 computer rather than the xp ones) the form goes through to the landing page, but there is no contact added or email information. any help? page is www.monkeytower.co.uk/contact.html
Why do I see "province" instead of "state"?
I have set the locale to English (UK) language and the country to Australia but "province" is used across the address fields. For Australia this needs to be changed to "state" but I can't find an option to change it. How is this done? Anton
do i import individuals (who are part of a company) as contacts or leads. I'm not sure what the difference is
and could you also possibly direct me to any "start up" resources you have about using your crm, i cant seem to find any! thanks
Change default currency
Please could you tell me how to change the currencey from US dollars to UK Pounds
Date format in mail merge
In documents merged from Zoho into word I am finding that the date format is reversing. It is dd/mm/yyyy in Zoho but yyyy/mm/dd in the merged document. Is there any way to sort this out? Thanks
Importing Leads Assign Workflow Task to Lead Owner But No Email Notification Gets Sent?
I have had a search round an not been able to find the answer to this. I am importing leads via a.csv file. I import using 'import my organizations leads' On the import screen I select the relevant workflow task, which has within the task the 'notify assignee tick box' ticked. I import the leads and they get assigned to the relevant individuals however there is no email notification sent to the lead owner. Can anyone help? Thanks
How to remove users?
Hello, a couple of colleagues and I are assessing Zoho's usability for wider application. Unfortunately, we have a bit of a usability problem. Some how I added myself twice as a user, and now that I have invited my two colleagues, the user count will rise to 4. I deactivated one of my accounts, but get the message: Deactivating a user's status(including outlook status) will not deduct the number of user licenses for which your company is billed. You have to click on Manage Subscriptions button in
zoho tool integration->activate zoho notebook
zoho tool integration: when I click on notes activate zoho notebook I'd really like to be able to use zoho notebook directly in the CRM. Can you make this one of your first integrations please? The note text area is too constricting. thanks Dennis Dennis Daniels
This Email address is already taken. Specify a different Email address for the user.
My colleague created a new CRM account and then deleted herself as an admin/user. I then went in and created a separate, new CRM and put in her email address to add her as an admin/user and I received the error: " This Email address is already taken. Specify a different Email address for the user." How can her email address be "reset" so that I can invite her to the correct CRM? Thanks, Chaliese
RECEIPT PRINTING & CREDIT NOTE
HI! Seems some basic tools like printing receipts and credit note (for returned products - which will also update stock accordingly) will be nice to have. I may be wrong but it seems there is no template for receipt printing and from where the data will be taken to print receipts is in itself a question! simheswara
How to access Potential -> Contact info from Potential email template?
Hi, I need to send automated summaries of Potentials at certain points. However, I also need to include the Potential client contact info as part of this. From a Potential email template, I only see access to User, Potential, and Account fields. I have tried manually inputting #{Contact.Phone} but the field is ignored on the output. How can I access this information (a simple join) in a Potentials email template? Thank you!
Modify Related List View
How do you modify Related List Views? For Example, under Contact the related list view for Products shows Product name, Product Code, and Unit Price. We need the list view to show different fields. How do we change this? Thanks.
PHP import Data from ZOHO CRm
Hi there i try to import the customer Data from ZOHO to our PHP app. I started with the Demo in the Documentation and i got a XML string with all the information back. But i cant extract for example only the name of the customer. Thats what i did : $file = fopen("http://crm.zoho.com/crm/private/xml/Accounts/getRecords?ticket=318144677e8e2bc04c1d62fa2dc40f5c&apikey=HedFG4TCmR5-0fLl1QB6cuFXzgbSnk6JkQaMGWeIdlI$", "r") or exit("Unable to open file!"); while(!feof($file)) { $theData=fgets($file);
Integrate Zoho CRM API data into Excel
I would like to integrate the data returned by the CRM API into an Excel sheet. This is aimed at allowing a spreadsheet to automatically update itself through a call to the web services.So far, it looks like some VB code will be needed to handle getting a ticket and setting it on the web service call URLs. I could also parse the XML that way, but it would be nice to just use the builtin XML handling in Excel 2007 to process this data into an XML table. The format of the API records from the CRM
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