assigning certain groups to certain leads (by tag)
Hey, I want to assign certain leeds to certain groups I've created - is this possible? I am using the Enterprise Plan and have looked through your wiki but am unable to find a answer. Any help is appreciated!
Customized Report Problem - Help
Whenever I try to use the customized report function and attempt to filter on the contact name (ie Contact Name - contains - Robert) I come up with no records. All the other fields work fine. What am I doing wrong? Dennis
Email history vanishes upon email address change
Hopefully Zoho is working on correcting this. If you change a contact's email in Zoho CRM, the entire email history for that contact will disappear forever. This is a big, big problem.
Attaching zoho documents in CRM
Hi! When will be available to attach Zoho write/sheet documents in Zoho CRM lead/contact/potential/account modules? regards, Marko
Email history gets removed when user is removed
We have a serious problem and we need to know what to do. We have turnover with our sales reps and right now, as we just found out, if we remove a user from the CRM and Zoho business, ALL the email history associated with that user, between the user and contacts is lost. The only way to preserve that data now is to continue to pay for these users and that solution is not acceptable. We need to know what to do and we need to know quickly. Please advise, this is a major problem.
I cannot see/edit/read my attachments :(
Now I cannot see/read/edit my attachment files in Account Details. When I click on my attachment file there is new submenu appear (download/view in Zoho Write). If I chose "View in zoho Write" there is no happen. If I choose "Download" - appear new window "Unable to process your request Click here to go back." (browser line is "http://crm.zoho.com/crm/IAMSecurityError.do?isload=true") But if I attachment new file - this file I can download successfully. Now I have not access to all my attachment
Field Level Editing
We have discovered an annoying trait that affects usability. In the Potentials/Opportunities Tab when you select a Potential/Opportunity you canchoose between editing individual fields or opening the entire document for editing. The problem is that for some reason you cannot edit all of the fields individually. There does not seem to be any logic behind why you cannot directly edit some fields. We experience this problem with Standard and Custom Fields, and different field types (Check boes, text
Integration of other ZOHO products with CRM
I would like to use some of the other ZOHO products like sheets and docs from within Zoho CRM. Is there at least a way to create a link on the ZOHO CRM page with links to these other ZOHO modules? Thanks Bill
I receive every individual lead as a seperate csv file attached to an email. Is there any way to automatically upload?
Is it possible to batch upload or automatically just forward the email to a certain address and have it automatically uploaded?
getRecordById method
FAQ #12 refers to getRecordById: http://zohocrm.wiki.zoho.com/Zoho-CRM-API-FAQ.html#12._How_do_I_retrieve_single_Account_using_getAllRecords? this method is not mentioned on the API Methods page: http://zohocrm.wiki.zoho.com/Zoho-CRM-API-Methods.html please explain... cheers, -e
seeking developer
I am looking for someone who can develop the following connection: When a shipment is booked in Carrierrate.com, update Zoho CRM Purchase Order with these fields: BOL# Carrier name Carrier phone Carrier website Date booked When a BOL receives tracking information in Carrierrate.com, populate Zoho CRM Purchase Order with: PRO# Date and Time picked up When a shipment is delivered, update Zoho CRM Purchase Order status date and time. Here is a link to their published api: http://www.carrierrate.com/FreightManagementSystem/Forum.aspx
Problem with accessing Zoho CRM from office Internet
Hi Support,We seem to be having an issue with Zoho hanging for long periods of time when accessed from our office DSL connection (1.5 Mbps). Despite other web pages loading correctly, we have long, long, long pauses and hang times when entering data in Zoho, when opening Help windows, etc. (note: there are no problems using Zoho CRM from remote locations). Our office DSL provider suggested that we may have a port conflict, and would like to know which ports Zoho CRM servers use to establish connection.
Screen not showing properly
This one is back to haunt me... had this same problem many moons ago and now it is back. when sorting on a column it gives double menus and does this every time (see below). please advise.
How to change user E-Mail address ?
How can I in Zoho CRM change an existing user E-mail address ?
Report exporting
Will you be adding EXPORT TO ZOHO SHEETS to the Reporting section of CRM anytime in the future?
CRM Sheetview not working
Opening email in CRM on the contact record that contains a attachment it gives two options: download open in sheetview clicking sheetview does nothing. Please advise.
To/CC/BCC do not work on sending quotes via email
When I send a quote none of the email TO/CC/BCC fields will auto populate like they normally do in other parts of the system. PLEASE, please be consistent with the product. This is causing us frustration since you have to go look-up, copy and paste every time when trying to send emails from quotes.
Cases - Want To Autofill Account Information
Currently when I create a potential, account, invoice, sales order, just about anything I select the account and the account information is automatically populated (address, custom fields, etc..) When I open a new Case and select the account, there are no fields that will autopop from the account. I've tried adding the fields but the information does not auto-populate. My question: Can you add account retrieval and autopop information into a new case?
Add the login log of the users
hi, I have a request.. Now the system has the audit log, the admin can check the action of the users, that's good. In our company, everyone uses the system, I ask them login the system every morning once they come to company, so they can know the their going work. But I can't make sure if everyone logins the system on time everyday, if the system add the login log, the admin can check it, that's wonderful. What do you think of it?
new api methods?
this page has links that do not work: http://zohocrm.wiki.zoho.com/Zoho-CRM-API-Methods.html when will the new methods go into production? (document say 20 OCT which is today, and time-adjusted for India, it's already after-hours there). any updates? cheers, -e
need an API method to delete records
currently there is no way to delete any records via API. we have a legitimate business reason to periodically purge some records from our CRM. please advise when this will be available.
When Vendor is selected in PO the Product search does not work (update: issue fixed)
When creating a Purchase Order and a Vendor is selected, the Product Name Lookup pop-up window defaults to Show Vendor Products. Great feature, however the search does not work and we constantly have to select show all products and then search.
Alerts for Account Owner only
I am looking for a way to create an event or alert that can be assigned based on the owner of the account being updated. Example: Status = Step 1 (want the account owner to get new event/alert to follow up) Status = Step 2 (want the account owner to get new event/alert to send catalog) I have only been able to assign a single user or an entire role. In my case the data is user sensitive to the account owner. Anyone have any suggestions?
still can't insert a
You provided some PHP sample code recently to insert a Contact via the API. Much of the code you provided had to do with an example of how I might gather my contact data from my own database, however... and only the last 10 lines of the code really had to do with how to retrieve the 'ticket' number and then do the insert. Here is the PHP code I'm using based on your suggestion, but this code doesn't work: $xmlData = "<Contacts><row no=\"1\"><fieldlabel value=\"Last Name\">{$name}</fieldlabel></row></Contacts>";
Questions about API tickets
When I request a ticket the response includes the following line: PASS_EXPIRY=-1 This line isn't mentioned in the documentation. What does it mean? Is this information useful to me? Will the ticket expire exactly one week after the date/time in the response? Does each ticket request result in a new, 7-day ticket? If so, is there any harm in getting a new ticket every night? Can someone explain the logic behind these tickets? They represent one more process that has to be monitored, and a possible
How to Delete User
The instructions are clear -- "Manage Subscription", downgrade # users. OK, but what actually happens, that is, WHICH user gets deleted. I'd like to know before I try it. And, since I really want to substitute a different user, does this really have to be done by reducing the subscription and then adding a user back? Seems a long way around the barn. Thanks.
Send mail section of contact showing send to name
Is there a way to have the Send Mail section of the contact show to whom the email was sent and display it?
CRM, Gmail, mail
I use gmail as well as Zoho CRM. I want to be able to archive Or 'file" the emails that come in in the contact's email history. Does anyone know if this is available in either CRM, gmail or Mail?
Cannot change my user email address..... newbie needs a hand
I am a one man shop and am the only user on my ZOHO account. When I set up the account initially I put an email address in as my primary email and now I would like to change that. I've gone into set up and it seems very easy to either add or change my email address but it never sticks. It's got to be a very simple thing I'm missing but it's got me stumped. Any help would be appreciated. Thanks.
Please keep the getCVRecords API function
I just noticed that the API function called getCVRecords is scheduled to be deprecated on October 15. I'm writing to urge the powers that be at Zoho to reconsider that decision and keep that function available to developers. This function is very handy because it allows regular CRM users to select, and easily modify, the records that are presented to an external system. Regular users today can use the powerful selection criteria in custom views to change which data is sent to a external system.
getAllSearchRecords doesn't work for Invoices and Potentials when querying Account Name (even when it's enabled in the Search Layout)
I have configured Account Name to be a field checked in the Search Layout; however, when I plug in the Account Name into searchWord= when making an API call to getAllSearchRecords, not all modules query this field. Success: Contacts, Quotes Fail: Potentials, Invoices What is the work-around? Is this a ZohoCRM bug? Does anyone else have this issue?Thanks, -e
Zoho is SOOO close to what I need but...
my company sells electronic systems. They can be configured in various ways, and I need to be able to select products and different quantities for each product and have them totaled into the Amount field. I've seen several posts about this kind of functionality and it seems that it should not be a major effort to implement unless the file structure has been set up poorly. Am I wrong? Is there any schedule for having something like this implemented? I thought first that a lookup field should be
A meeting with more than one contact
Is it possible to schedule an activity in Zoho CRM with more than one contact? As an example generate a PO for consultancy services attached an activity (meeting) with the supplier and the client (maybe 3 representatives). All I seem to be able to do is schedule a meeting between myself and the supplier or a prospect and only one person at that. Many thanks Rob
Importing accounts hangs
I'm trying to import some new/existing accounts from csv file into an existing Zoho CRM implementation. I have the file in .csv and .xls and all the field data matches up. However when I try to import it just hangs at "Uploading Import File". Any ideas what could be wrong?
EDITING Potentials Detail View - Add to Potential to **existing** Case?
I've noticed that when I'm editing a potential I get all the related entities (like cases, accounts, etc). I haven't figured out how to associate an existing CASE to an existing POTENTIAL from the potential detail edit screen. I can add a NEW CASE, but that isn't what I want to do. My business rules - - A potential can have many cases, a case may have many potentials (POTENTIAL >--<CASE). - A potential can be created before a case is created. - A case can be created before a potential can be created.
Formula custom fields created or modified will not be evaluated in already existing records.
How do I get the custom field to evaluate on existing records when I add or modify a Formula? The formula simply returns the value 1 so that I can access it as a summable field from some custom reports I'm running. Matrix Report: Rows = Potential's Owner Columns=Territory (Custom Field) Subtotal On=SUM(My Formula) ~ Sum(COUNT OF POTENTIALS) Is there another way of running this report Thanks
Missing Addres when converting lead to account/contact
Just recently the address field does not bring across the information when converting a lead in to a account/contact Please advise what might be causing this issue. Thanks
How to insert products on Invoice?
I'm trying to use insertRecords to create a new Invoice. The data comes from our accounting system so we don't plan to use Zoho CRM to generate the actual invoice, but we want the sales people to see the invoice information on the Account page. That way the sales people can easily talk about recent orders while they have the customer on the phone. It basically works fine using the XML below, except that no products appear. How do we get the products into the invoice? <Invoices> <row no="1"> <fieldlabel
Can't figure out what works for API methods
I looked at the documentation and saw that some of the methods were being deprecated, which seems like a really bad idea, but so be it. However, when I tried what looked like the replacement methods for the ones soon to be deprecated, I get an error saying that method does not exist. getSearchRecordsByPDC getSearchRecords getRecordByIdNone of those seem to work. However all of the deprecated methods do still seem to work. So, as someone who is under a pretty serious coding deadline, what am I supposed
need pricing info displayed in potential view
When viewing a Potential Detail, the Products section does not show unit pricing info, but seems to show info like Product Active, Manufacturer, etc. I played around with the Product Settings/Edit Page Layout, and it did affect what is displayed in the Potential Detail view, but i could not get Price info to show up. What am i doing wrong, or is this a shortcoming?
Next Page