How can I customize db fields and UI.
Hi, Currently, I'm trying the Salesforce and Zoho CRM, I'd like the simple RESTful API of Zoho, I'd also like the Apex and UI customizable feature provided by Salesforce. Is there anything similar in Zoho world?
selected e-mail cannot be initialize
Anyone else having a problem with the Zoho CRM Outlook plugin when you select more than one e-mail and click on 'Add E-Mail' in the Outlook plugin it spits out an error 'selected e-mail cannot be initialize'. Any idea how to fix this error? I know I can go one by one to upload the e-mails but I have hundreds (well maybe just under 100) client e-mails and that will take a long time.
which copy of form prospect used
Hi, I generated web2lead form that I copied in few places on website - how can I determine from which place somebody posted form? Can I generate more then one forms that are signed somehow? Best regardsm, m
Using the Zoho CRM API interface with Delphi 2007
Hi, Can anyone please point me in the right direction if I want to use the CRM API from Delphi? Regards Marius
getRecords - Account Owner retrieving Last Name only
CRM / getRecords In the Account Owner field I am getting just the last name. This field actually holds the first and last name. So "Bob Smith" is being retrieved as: <fieldlabel value="Account Owner"><![CDATA[Smith]]></fieldlabel> Thanks for you help, David
Help Need with Automatic Prioritization
Here is the process I am trying to Automate: We want to establish priorities for people working on various stages of a Potential. I am hoping to accomplish this by adding a field labeled "Priority". this will be a field that is manualy filled in and will adjust dynamically based on the manual input in other fields. It must also adjust based on changes to OTHER Potential records. Specifically, in our process the group that creates proposals is given a set of priorities - 1 - ??. While they are working
ZOHO CRM Attachments
I would imagine your working on this as Google Docs and Zoho Docs is everywhere in the Zoho universe, but it would be nice to have the option to add from Google docs and Zoho Docs when adding attachments to CRM records (Contacts, Potentials, Cases, etc.) Thanks, Jamie Reilly
CRM Email rejected as SPAM
Charter.net is apparently blocking ALL mail coming from zoho smtp. Here is a copy of my bounce: Any idea of how I can keep this from happening? Email goes through when I send through my smtp server. I have asked charter.net to remove from spam list. Any suggestions will be appreciated. -mike Delivery to the following recipient failed permanently: darrallmay@charter.net Technical details of permanent failure: Google tried to deliver your message, but it was rejected by the recipient domain. We
Converting Leads to Accounts and losing Data
Hello, I am loving ZOHO CRM however I have a few issues. I altered some fields in the Leads section - Mainly Industry - Including industries more relevant to my industry than the default ones Lead Source - Making the source more relevant to our activities Lead Status - Having a custom status based on our processes I have added the following sections Software Supplier - Track who we need to liase with Number of Stores - How big the potential is Address information Street City Country Postcode
Missing: ability to see related "Sales Orders" in the Product Details page
How can I see related "Quotes" and "Sales Orders" in the Product Details page?
Email lead details to contact
Is there an easy way to email a specific lead's details to one of our staff members on the contact list? At the moment we go through print preview, than print the output to a PDF, which we attach to an email. Just wondering if there was a quicker way to do this? Thanks
Convert $ to £ sign
Hi, i'm new to Zoho, struggling a bit! Does anyone know how to change the currency symbol from $ to£?
Multiple Accounts under 1 project
We often provide quotes to multiple contractors under 1 project name. Sometimes it takes many months before the low bidder can be determined, so we want to be able to track all the contractors we know of throughout the bid process. Currently, the default setup is to clone a project many times, which looks a bit odd when viewing open jobs. Another setup we tried is to create a general Account Name with a specific stage of TBD, however, this still doesn't work because it only gets assigned to one
Modules are not enough
Dear team, We can customize our system through renaming the tabs, customizing modules and fields. ZOHO CRM merely has 20 modules now, the users can rename the tabs and do other settings to build CRM system based on their own industries. However, some unuseful fields at some modules can't be removed, this brought a lot of customization inconvenience. A better solution is to add spare modules at the base of the existing number, these modules are not displayed by default,we can use them when we
Importint Cases
I am trying to import cases via and xls or csv. The majority of data comes across fine but I cannot get the Related To field to import, the contact exists in the contacvt part of the data. Any idea?
Cannot Associate Contacts with Vendors
Can anyone help me with this problem? I have mass imported my Vendors and am now trying to mass import the related Contacts. But there does not seem to be a way to differentiate between Account contacts and Vendor contacts. When I import my Vvendor contacts (with the exact same Vendor name is are listed in the vendor section) Zoho CRM creates a whole new set of Accounts with the very same names. There used to be (I think) two icons which allowed me to pick whether the Company was an Account or a
Importing Vendor Contacts
I know how to import Contacts and how to import Vendors but how do I import a group of contacts within a Vendor? For example; When I go to the Vendor tab, I pick a vendor and scroll down to contacts. Rather than set up each one separately, I would like to be able to import a list. Can this be done? Thanks!
Emails showing the wrong 'from' address
The primary email address associated with my Zoho account is correct. And when I open an email to send within CRM, it shows that correct address in the 'from' field. BUT when that email reaches the recipient, the 'from' field has changed to xxx@zoho.com instead of the correct address. How do I change this please?
Free version - How/where can I update credit card details?
I would like to do a backup of all my data. have the free version. where do I go to do this? thanks
* Best Practice and Work Flow ideas * NEED HELP
Been using ZOHO CRM and MAIL for 3 months. I like the depth it offers. However, we are trying to set up HOW to best follow the chain of lead to close. Here is how our business works. we are b2b 1 - Incoming Call from Various Advertisements -seomtimes and email but mostly phone that . 2 - Verbally Qualify client and discuss their needs 3 - sometimes it is general info and sometimes specific quotation that they request 4 - we often quote over phone if possible. WHAT WE NEED 1 - input that inbound call
Can contacts be uploaded to a different directory or folder?
I want to download my contacts to clean up some of the data (>1500 contacts). I am concerned about uploading them when I am done. Can they be uploaded to a new folder, and then I can delete the old folder? Thanks WFL
BIG PROBLEM IN CASE MANAGEMENT
One big problem is there in zoho crm. We are not able to send emails from case. Suppose a case is created and we want to send an email to the reported person, related to the case, there is no option. Similary once a case is escalated or closed, we cannot send email to the reporting person. This is a basic feature, which should be there for case handling. THIS IS BIG PROBLEM. Our whole purpose of subscribing zoho crm is getting defeated.
CRM Forum response time
Unfortunately this forum is taking very very long time for having the posts published when submitted to moderation as well when waiting for a response from Zoho CRM support team.
Trouble with ZOHO CRM document viewer
Hi, I have been uploading agreements for vendors to Zoho. When I upload, I cannot use the viewer, it will only allow me to download the document again. When I try to use the viewer I get a message that says "the document you are trying to access has expired". Why is this?
Merging Fields in a Link
I searched but didn't really see a topic on this. I am looking for a way to merge fields in a link. For example <a href="http://www.zoho.com /?key=${Contacts.Merged Field}">www.zoho.com</a> when saved will turn into <a href="http://www.zoho.com/?key=[$%7BContacts.Merged%20Field%7D]">www.zoho.com</a> and it won't work.
Potencial - Quotes synchronization
Hi, I have this case: I create a potencial From this potencial I create a new quote New quote is edited and sent by mail (button send mail) Mail sent appears in Emails section for Quote, but not for Potencial If I convert the quote in an invoice the history repeats, emails are storage just for new invoice, but not for entire potencial. I can not track the entire potencial develop, I have to go from Potencial to Quote to Invoice and come back... in order to review mails.Another case: I create a potencial
Tracking leads and accounts
We have a substantial amount of integration between our site (and our proprietary database) and Zoho CRM. One problem we run into is that we would like to be able to track both Leads and Accounts. The problem we run into is the following scenario: 1. A user signs up on our site. Our application uses the Zoho APIs to create a lead in Zoho CRM and notes down the resulting Lead ID. 2. A sales person at our company converts the lead to an Account and at the same time realizes that the company name
newFormat=2 causes problems using updateRecords
b/c of a bug that i reported with newFormat=1 and fetching data (http://help.zoho.com/portal/en/community/#Topic/2266000000766017), i changed my code to utilize newFormat=2, hoping that would resolve the issue. previous code (works like a champ): http://crm.zoho.com/crm/private/xml/Accounts/updateRecords?ticket=[ticket]&apikey=[key]&newFormat=1&id=[zoho_id]&xmlData=<Accounts><row no="1"><FL val="MyField">MyData</FL><FL val="Modified Time">2010-01-12 11:34:00</FL></row></Accounts> new code (only changing
Skype/VOIP integration
Is there going to be a way to auto open a call or task when a skype/VOIP call is initiated?
Default sort order for tasks in Home view
The default task list on the home view sorts tasks by due date with those furthest away being a the top. I would make a lot more sense to display the tasks with the closest due date at the top. That way I could focus on the most immediate tasks first.
2MB Limit on Attachments
Is it possible to increase the 2mb attachment size limit? 2mb is too small if you are sending B2B proposals and marketing materials. tholmes
How can I set up a user to see only his opportunities ?
Task Notification Email - Using Last Name
Why is the task notification email using only a persons last name? How about just Dear John instead of Dear Smith or use the persons full name that is in the system such as Dear John Smith. It looks unprofessional. Thanks -g-
Tranfer Contact Details to Payment System
When you convert a possibility into a sale how do you transfer those details to your card payment system? Is there a faster way of doing it than having 2 windows open and cutting and pasting each field while the prospect holds their credit card? Can I make a script that gets launched when a possibility gets turned into a sale?
Chat within Zoho CRM
I look forward to the release of this feature. Consider including the ability to send a link to the record a user is currently viewing.
Unable to Import Potentials
When trying to import Potentials y receive the email with the following message: Migrated Record Count : 0 (I have imported accounts and contacts without any problem) But I do have this matter importing Potentials Thanks, Damian
Reports
How do I print a report so that the users name appears only once in the first column while in the second column all the leads appear without the users name next to each one? Also when I click on the lead name why does the lead name alphabetize by first name, which I dont want, and not last name which I do want? Thanks harlan@ats.org
Set of Tasks
Hello. I am wondering if it is possible to create a set of tasks that are automatically assigned to any contact that has just been converted. I am also generally wondering if it is possible to group tasks so that I dont have to add every single one manually. Is there something that can be done in one step to either manually or automatically attribute a set of tasks to a client or lead? Thank you! Scott
Expected Response
When creating a campaign, it asks for Expected Response. If I expect a 3% response, do I enter 3 in this field? Or do I enter 46.8 for a 3% response from 1560?
Dynamic filter for custom lead field
Hi, I was wondering if there is a way to filter a custom date/time field to show 'next x days'. This already happens for 'lead created date' field in the standard filters already set up in Zoho. Can I create another standard filter, or enter a string into advanced fields that will achieve the same result? Thanks
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