Seeking a developer with Zoho API Experience
We're seeking a developer to integrate our conferencing application which has an API with Zoho's API. What developers or teams are out there, or do people recommend? Thanks!
Definitions a bit confusing
Hi, For those of us that run business' but are not salespeople or MBA's by training, some of the crm terminology is a bit confusing. For instance --- should our regular customers be "accounts" or "contacts?" Thanks, Brian http://www.redpelicanmusic.com PS. Please create a solution for using/viewing crm on android phones for those of us who use the google apps log-in method
Mail Addon Global Email?
I have a business that has a couple of email addresses that are frequently used by our customers. Such as general, suggestions etc... I had assumed through the mail addon I could add these and have employees take ownership of issues, questions etc. Is this possible?
Picklist that allows realtime additions
Sometimes we can't think of every option for a picklist. It would be great if, while creating a record, you could add a new value to a picklist. I would imagine this would be a option setting for the picklist field "allow user to add to list" Also, as duplicate entry's are inevitable, please allow the merging of two or more pick list values. As always, thanks for considering. - Kevin
Formula Field | If ${PurchaseOrders.PL} is optionA, ${PurchaseOrders.currencyfield}*.01
${PurchaseOrders.PL} is a picklist containing: optionA optionB optionC I am trying to figure out how to create a Formula Expression that does the following: If ${PurchaseOrders.PL} is optionA, ${PurchaseOrders.currencyfield}*.01 If ${PurchaseOrders.PL} is optionB, ${PurchaseOrders.currencyfield}*.02 If ${PurchaseOrders.PL} is optionC, ${PurchaseOrders.currencyfield}*.03 Thank you, I am new to the world of formula expressions and the skill in general. - Kevin
default tax rate in On-line CRM
Is it possible to set the default tax rate for invoices and sales orders? Also, can some products be recorded as taxable while others are not. In our case we must collect 6.5% of the value of materials sold - for the State of Florida. While freight charges are tax free. zeke
POP UP Over Contact Name in Activities module sticks
When I mouse over a contact name that is not blank in activities a Pop Up box appears with Phone & Email. It will not go away unless I click to another page or refresh. It will change to another record but will not close once it's Popped up. I'm using FireFox 3.5.7 Thanks in advance.
update Product Details on Quote using updateRecords
i am having difficulty updating a quote's product detail ... i am getting the very-descriptive 4500 error code. here is the XML i am passing in: <Quotes> <row no="1"> <fieldlabel value="Sub Total">123.45</fieldlabel> <fieldlabel value="Product Details"> <product no="1"> <fieldlabel value="Product Id">111111000000000001</fieldlabel> <fieldlabel value="List Price">123.45</fieldlabel> <fieldlabel value="Unit Price">123.45</fieldlabel>
Check for duplicate fields database wide
Find and merge works well. But there is an additional method needed to check for duplicate records. Checking what records have identical data without a pre-specified value.
newFormat=1 causes product details to be missing from Quote/Invoice
i am having issues inserting products into both quotes and invoices ... so i thought i would get a dump of what is currently going in there to help troubleshooting. i fired up this URL in IE: http://crm.zoho.com/crm/private/xml/Invoices/getRecordById?ticket=[ticket]&apikey=[key]&newFormat=1&id=[zoho_invoice_id] and i noticed that the entire Product Details subsection was missing ... note above newFormat=1 if i changed that to newFormat=2 or omitted it entirely, then the Product Details section shows.
Issue with Sort order in Views and Reports
We have had an on-going issue with trying to sort records in both Views and Reports. Specifically, we have a field we call "Probability". The field is set up as a pick list with values of 0, 25, 50, 75 100. We use it in the Potentials Module to rank the probability of closing a potential and getting the order. When we try to sort the data in a view by that column it will place the records that have the 100 value between the records with 0 and 25 values. It does this whether you sort in ascending
Inconsistency Quotes-Reports
Dear ZOHO team! Please help me with 2 following issues. 1.- inconsistency between Quotes data and Reports when Quote is cloned 2.- Duplicated rows in Reports ------------------- 1.- Inconsistency between Quotes data and Reports when Quote is cloned: Bellow I provided attachments with screen shots for this issue. In Reports Grand total is different from the one in cloned Quotes. 2.- Duplicated rows in Reports Also I've attached screen shots for this problem. In Reports all Quotes for one Contact are
How do I get Zoho CRM to email me when a new web-to-lead needs approval
Hi, I'm not clear from searching the forum how to get this to work. I have setup my CRM so that I need to approve new Web-to-Leads. How can I get Zoho to email me when I have a new Web-to-Lead needing approval? I am on the Professional plan. Thanks, Simon.
Customer Portal
Hello Zoho, Firstly I like the tool, it is a very nice system. I have seen threads relating to the customer portal and if this is something that is planned but have not seen a definitive answer. We are very close to making a decision on which CRM system to implement and the ability for our clients to track their issues through a customer portal really would be a great feature, I see other providers using the same or similar OS code have implemented this so I was wondering if you could give me an
getSearchRecords 500 Internal Server Error
I have built the following search string. I am trying to retrieve all the Accounts fields if the "BNS Export" field = "YES". Please see the code window below. Can you tell me why it fails? http://crm.zoho.com/crm/private/xml/Leads/getSearchRecords?ticket=XXXXXXXX&apikey=YYYYYYYYYY&newFormat=2&selectColumns=Accounts(All)&searchCondition=(BNS Export|=|YES) Oh... and your API Documentation doesn't show the newFormat parameter anywhere on the web page: http://zohocrmapi.wiki.zoho.com/getSearchRecords-Method.html
How can I integrate form made with Zoho creator in to Zoho CRM?
How can I integrate form made with Zoho creator in to Zoho CRM?
Incorrect lead shows up when clicked
I seem to be having this more & more. When I select a lead from the list of leads, the wrong lead will appear. Often one which I had just viewed.
CRM - Fields in Quote and having it pdf- printable
I created some custom fields in the quote module, but when i save it and then export as pdf or email to customer , not all the fields i created shows up on that document, such as special promo code section or S&H section. Does anyone know how to do this? thanks
Multicurrency
Is the multicurrency a plan of Zoho CRM? for international companies is really difficult to handle different currency with Zoho CRM, to change the whole currency because of one user is making a quote is not really efficient... Best regards, Carlos Marquez Upsidecorp www.upsidecorp.ch
Report for lead contact
Is there a way to print out reports for those leads you have contacted during the week?
Contacts aren't listed in alphabetial order on ZohoCRM.com
I can't figure out what the logic is: Alexandra Gavallos Ashley Peterson Aaron Bakken Alex Yeung Alex Woolfson Annie Woo Anna Wong Angella Wong Al Williams Amber Whiteside Andrew Washburne The names all begin with A, but there's no particular order to them. I read that they're listed by access date, but these were all imported at once from a .csv file and very few have been actually accessed. Ideally I'd like them to be listed by last name, but I at least need them to be listed in proper alphabetical
Integrating Zoho CRM with MS Word or Zoho Docs
I would like to know how advance is this integration going? as I was reading before it should came out something about it last weekend... Do you have any possible date for this? Best regards, Carlos Marquez Upside JJC, Corp
Purchase Orders | Sending them via Email | Customer's address in the TO: field
Whenever a Purchase Order is sent via email, the customers email address is automatically populated in the TO: field. Is there a way to prevent the customers email address from appearing there? If a PO is sent to a customer it may cause a major problem. PO's are sent to vendors so if the to: field is automatically filled with an email address, it should be the vendor email.
Forecast showing wrong dates - Bug?
I am using Zoho CRM for managing our leads. I have set up the financial year to begin from April. Now when I select Q4 forecast (Jan - Apr), it is picking my potentials records with closing date from Jan - April 2009 instead of Jan - April 2010. The only way I can see the Jan - Apr 2010 in my forecast is when I select Q4 of 2010 but is showing Jan 2011 and showing Jan 2010 entries in it, which is wrong. Can someone tell me if there is something that I am missing? Ranjan rsoni@bennettss.com
Products lookup
Hi all there, After I start to create a new Quote, I want to pick up a product previously added to "Products" inventory. When use a products lookup link, all products shows but visibility is very poor since our company uses long product descriptions. Is there a way to customize product lookup page in order to eliminate unnecessary columns? That page is: http://crm.zoho.com/crm/Search.do?searchmodule=Products&fldName=txtProduct2&fldId=hdnProductId2&fldLabel=&fldValue=&user=&productId= Regards, Marko
Global Search
I don't seem to be able to find where can I access this feature. I see where you can edit the list to have up to 6 fields, but I can't find the search itself. Thanks Nibal Elsaadi
Service Invoices
Is there any way to have invoices based around services rather than products. Allowing descriptions per invoice line and perhaps dates as well, this would allow us to have a line per date of work done and description of the work done. Thanks
XML format for insertRecords (vb.net)
Having a hard time with the formating of the XML and hoping someone can have a look at this code and let me know if they can help. The code works fine for the getRecords, so all is well there, but with insertRecords I am getting a 4500 general error. I think it must have something to do with the xml perhaps. Probably some bonehead mistake on my part. Any ideas would be highly appreciated. vb code below: Private Sub btnConnectAPI_Click(ByVal sender As System.Object, ByVal e As System.EventArgs)
Attempting to insert a lead.
I am trying to insert a lead but I get this error: Unable to process your request. Kindly verify whether you have entered proper method name,parameter and parameter values This is my Perl code: my $xmlData = q( <Leads> <row no="1"> <FL val="SMOWNERID">2000000016714</FL> <FL val="Lead Owner">Scott</FL> <FL val="Company">XSoft</FL> <FL val="First Name">Peter</FL> <FL val="Last Name">John</FL></row> </Leads> ); my $resp = (POST 'http://crm.zoho.com/crm/private/xml/Leads/insertRecords', [ 'ticket'
signature in Mail-Add on - contact/lead tabs
I don't seem to have my default signature when emailing lead/contact from their record. I have the sig when I email from the email tab but not when working from the lead or contact tab. development issue or way to fix this?
Generating a "Service Ticket" from a case
Hi there, I would like to have the ability to generate a serviceorder/service ticket from a case. The scenario is as follows: We are running a webshop selling a wide range of products. When a customer reports a fault we register it as a case (so far so good) however, if we would require one of our Service Engineers to get his toolbox and visit the customer we would like to generate a serviceticket on e-mail (we don't want all the serviceengineers to get access to zoho crm) Is it possible to solve
Validating multiple field options in Zoho form.
Hello, I was hoping someone could help me out with this, I am still very new at coding, and the only validation script for a pull down menu with multiple fields I can get to work is the following. However, when I use this, it transfers the option number into Zoho instead of the actual field name I want: function validateForm(objForm) { var returnStatus = 1; if (objForm.Make.selectedIndex == 0) { alert("Please select a Service Level"); returnStatus = 0; }; if (returnStatus)
How to manage an agency where my products are people?
I'm having difficulty keeping track of my "products" which are people. Models, Performers, etc... Does anybody have any tips on how i could structure my "stock sheet" and view my calendar so that i could have a global view of each person i book? As well as have full track of their past jobs... I'm open to all suggestions. Cheers
Zoho Domain Hosted Mail and CRM Mail Add on
I'm confused and maybe its because I've been staring at this too long. Hopefully someone can help. I have set up email hosting for our company domain (mydomain.com) by following the instruction found here: http://adminconsole.wiki.zoho.com/Mail-Hosting-for-your-Domain.html More or less, this appears to be working fine and I am receiving domain emails in my zoho inbox. Now I want to integrate this email with Zoho CRM using the Zoho Mail Add on. I've followed all the steps defined here, http://zohocrm.wiki.zoho.com/Zoho-Mail-Add---on.html,
Zoho Calendar & CRM Calendar
Why oh why does the CRM Calendar not synchronize with the Zoho Calendar ? I can understand why you have not implemented synchronizing the CRM Calendar with Google, but to not synchronize with your own online calendar is ridiculous. Please can we have a time frame of when this will be implemented. Thank you.
Linking the CRM Calendar to the Zoho Calendar
I'm probably missing something, but the Calendar in Zoho CRM does not show any of the appointments I have scheduled in my Zoho Calendar on my homepage/dashboard. Is there a way to link these so my events show up in the CRM Calendar? Thanks, Teg
Global Search and Recent Items - move to the top (mock up attached)
A simple mockup. The recent items would drop down when clicked on or hovered over. The list would retract as soon as you moved your cursor off any part of the list. List 10 instead of 5 with maybe a link to "View More..." at the bottom. not sure where to put the "search layout" link and "show only my records" check box.
Restore Attachements Zoho CRM after Backup
After i request a Backup of all data in Zoho CRM i recieve 2 folders a) the tables in csv format data.zip b) a folder full of attachments attachments.zip How do i restore the files in attachments.zip as these files have no extension ??see tha attched txt file foe an example on how i get attachments.zip Thanks...
How to edit Product Details?
Help.
Sharing contacts with all users
Is it possible to sync any account or contact, even if I'm not the 'owner' ? I have 6 people that need to be able to sync all CRM contacts to their outlook.
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