Data sharing rule for Task / Events
I wonder if anyone from zoho crm team could comment on when the data sharing will be available for tasks / events? This is really a hindrance for team collaboration in a start up company. All tasks for founders are visible either to the task owner only or to everyone. This is a major issue in a team where some members should be only seeing certain tasks and not others. Thanks
New Task
When I create a new task out of an account, the task does not show up in the account details under open activities. Why is this?
Error when Computing Forecast
Whenever I try to compute a forecast in CRM I get the following error. Webpage error details User Agent: Mozilla/4.0 (compatible; MSIE 8.0; Windows NT 5.1; Trident/4.0; .NET CLR 1.1.4322; .NET CLR 2.0.50727; .NET CLR 3.0.04506.30; .NET CLR 3.0.4506.2152; .NET CLR 3.5.30729; InfoPath.2; MS-RTC LM 8) Timestamp: Tue, 1 Sep 2009 15:16:01 UTC Message: Object expected Line: 582 Char: 1 Code: 0 URI: http://crm.zoho.com/crm/potentials/EditForecast.do?actionType=Edit Also it does not save the fact that I
Not getting Sent Mail
I've setup the CRM ZOHO email module and I'm really pleased that it's available. I've set up a POP with my Gmail and account and I'm able to fetch all received emails in the GMail account. However, since July 17th I can not fetch any mail sent from my GMail account. Why? Any solutions?
Updating Profiles: >> Updating CRM fields by a person other than CRM user?
So let's say I have 1000 leads and I do have some custom fields. Can I merge and send emails to those Leads and ask them to update their profile ( and ultimately update some custom fields?) Is this doable? Tks
Creating fields and Chrome
With Google Chrome I am unable to select a field type when creating a custom field (I tried only for Leads) It works OK with Firefox
Is this possible in ZOHO ? recurrent sales management
I have a business where my clients have to pay monthly fees, I want to keep track of who those clients are, what service or services they have, what are those services, the amount they are paying each month, the billing days, etc etc. Is it possible to use zoho for something like this ?
Physical dispatch
I am trialling CRM, and it works fantastic. I am using the sales order function, I'd like to have the ability to convert the sales order into a dispatch note (for use in our small warehouse) - with no prices or invoice address details etc on it. Once the order has been filled, i'll then convert it into an invoice. Anyway, after that ramble, I'm looking for the ablity to create a copyof the sales order purely for use in the dispatch department. Is this possible? Steve...
Export only selected contacts
I would like to know how to export just the contacts I have selected in my contact list. Any help would be great!
Reset Quote Number
Hi, I'm customizing my CRM. I want to reset the quotes number. In my quotes appears a crazy number like 1223590000000670. The quote number variable is ${Quotes.Quote Number}. How can i reset it? Thanks, Javier
Can Field Validation Rules be implemented in Zoho CRM?
I am not finding a place for the above functionality.. is this possible to implement field validation rules based on some logic in Zoho CRM?
How can i find my 'orgId', 'xnQsjsdp' and 'xmPqMMnsd' values for WebToLead ?
How can i find my 'orgId', 'xnQsjsdp' and 'xmPqMMnsd' values for WebToLead ?
Sync CRM and Personal contacts
I've looked for an answer to this question but cannot find anything definitive. Is it possible to synchronize my contacts between Z CRM and Z Personal? The reason I ask is that I have a .VCF file (generated by Palm Desktop) which Z Personal imports beautifully -- it identifies all the fields correctly without asking me to map anything. If I try to import the SAME .VCF file into Z CRM, it wants me to map all of the fields. If Z Personal can do this without asking me to map, why can't Z CRM? If I
Problem with "getAllRecords" method
Hi ZohoCRM Gurus, I'm using the ZohoCRM Api to export data to a local database. However, I'm having issues in getting all the records for the object types (Quotes, Accounts, Invoices, etc). In Zoho I have about 350+ invoices but the method returns only 76 each time I call it. I've tried changing the fromIndex & toIndex parameters, I've tried from different browsers and OSs, I've tried clearing browser history and cookies. Still no good. I'm guessing that you guys are caching the response in your
Outlook plugin in issue
Hi, I'm unable to install the outlook plugin, it comes up with "unable to register dll", also if I try to uninsall the application i get "unable to de-register dll". I've tried the clean up tool to no avail. My system is XP home SP2, with outlook 2003 SP3 can you advise on what to do next please. Many thanks Rudi Jansen
Workflow Field Update & Calculation Fields - overlapping functionality?
Hello, Just curious, please clarify: I know that the Enterprise edition had the ability to update a field through the Workflow field update feature. But recently you added calculation fields functionality (available in Professional edition and up) (Thank goodness! finally! it opens up a whole world of possibilities - I have been craving for that feature for a long time!). My question is aren't these features overlapping in functionality? Meaning can't one achieve the same effect through calculation
ZohoCRM and Safari
Hi guys, I am noticing a few anomalies with ZohoCRM & Safari (4.0.2 - latest version as of today) on Mac OS X. I went to add a line item to an existing invoice (which already had an item) and pressing the button doesn't do anything. Used Firefox and everything is fine. I have noticed similar issues in one or two places (can't remember exactly where). Aren't you testing it on Safari / Mac OS X? Platform neutrality is one reason why I love Zoho! Kenneth
API getallrecords returns only 25 recors
API getallrecords returns only 25 recors http://crm.zoho.com/crm/private/xml/Events/getAllRecords?ticket=xy4gr112345fgg&apikey=sbdjEDBDJ1323 Does anybody have same problem? Best regards, m
API: fetching data from event table
Hi, I'd like to ask you for change in API. Right now you provided lastModifiedTime paramter to fetch the data thru API in most cases it is very suitible and enough. But with this parameter is problem when we want to fetch data from Events table, becouse for example for today I can haveevents that were modified (created) today and modified one year before (Year period activities) - so I have to fetch data from at least one year before to be sure that I'll have fetch all events for today. For customer
Palm Pre
I have read a bit about the Palm Pre and it's new operating system, with it's ability to connect easily with the web. Does anybody have an adequate understanding of the new platform to know how easy it will be to connect with Zoho applications?
Adding contacts is broken
I wanted to test out the zoho mail plugin for crm and see sent received emails under a contact. so i signed up for the free edition and paid for the plugin subscription After I create a contact with a name and email it takes me to a plain text page with a bunch of garble in the description field, that's problem one. If i go back to look at the contact via the rich web i see the garbled text in what looks to be the description field (looks like the other zip field - but it can be edited, so it must
Customize homepage - task "Today + Overdue"
Hi, I would like to work with the Custom Homepage, but I can't find the "Today+Overdue" view in the views select for the Task component. How should I do for find it or creat it as a custom view? I tried to create it, but I don't know how I can set the "Today date" in the view filter criterias... Thank you, Giordano.
CRM Improvements
Here are a couple of improvements that could be made to the CRM module: 1) Make the list pricing of products importable. Doesn't make sense that you have to hand enter them. 2) The quotes/invoices should have an option to change the headings. Being forced to use "List Price" is not a desirable way to present quotes to customer/prospects. 3) Should be able to quote leads or contacts. Having to create an account to quote makes no sense as most products are quoted to leads or prospects before they
Sheetviews
Old and new problem with sheetviews 1. Accounts - created some new views. When you got to sheetview they are all out of order. They do not appear in the same order as shown on the regular CRM screen 2. After modifying data nothing is saved 3. Had a similar problem in the past with sheetview not saving data and your support team tracked it down to one of our custom fields. Unfortunately this is a most critical field and I must have it in the view in order to work with the data. So I need to understand
Zoho CRM Search
Will search be improved with the upcomming update? We recently upgraded to Enterprise but surprised to find still only 6 fields can be searched at one time.
API Deletes
Need to be able to process Deletes through the API. We have an extensive integration between our internal system and Zoho CRM, but tagging records to be deleted and then manually deleting them is a huge administrative burden. The API should be able to delete records itself. Thanks -
italian language
hi guy can u implement the italian language? tnx Riccardo Lora
Line Item Notes Needed
Zoho CRM is completely useless to me without the ability to add notes to a line item that I am quoting on. I see this as a single free form text box. This seems so rudimentary and easy to add as a single database field, that I am convinced that I am missing something. I just want to more fully describe an item, at the line item detail. This allows selling the same item with minor or major nuances of difference, even though it is the same item. Think cars: A Ford F-150 has many options that need to
Profile/Field Level Security Cloning
You can clone profiles, which is great, but offering the option to clone the accompanying filed level security settings would be even better. We have a few profiles that are very similar besides access to a few certain fields; it's an administrative burden to have to completely reproduce the field level security settings for each profile. Thanks -
Mapping Fields
When I convert a lead into an account is there any way it can populate the account information with the default contact persons details? The majority of my leads/accounts only have one contact person and although it lists their details under "contact person" I have to manually imput all their info again into the main account information text box which is left blank when I convert from a lead. I have tried to map the fields but it doesnt allow me to map things like the surname etc.
Emails: Sending from Contacts & Signatures
When emailing someone from a contact, Zoho has different behavior depending on whether you click the actual email address field within the contact information, or whether you click the 'Send Mail' button in the email section of the contact details. Clicking the email address brings you into Zoho mail where you don't have (1) the ability to use a CRM template or (2) you don't have your CRM signature (aka you're using Zoho Mail). When you click Send Email, you get a pop-up within the CRM, thus allowing
Syncing Outlook with CRM - Handling conflicts
Is it really true that you have to decide which side "wins"? Zoho doesn't figure that out on it's own, recording timestamps, etc to know which one was updated last, and which was was not updated since the last sync? If this is true, this is a deal-breaker. Can someone verify this please? Thanks. PS - Yes, I know you can set it to ask you about each conflict. That's also pretty stupid... with several people doing updates, ONE person sits there and goes through the sync process guessing what the other
Dependency Fields
Is there a way to map dependency fields from Accounts to Contacts and other modules?
Related Contacts For Tasks and Events
When creating a task/event on an opportunity (or really Invoices, Quotes, etc...) the Contact field should be prepopulated with the associated Contact name, if one exists. At the least, when hitting the Contact search (to add a contact) Zoho should initially offer a list of associated/relevant Contacts. This would make creating tasks on other items much quicker. Thanks - Justin
What is a Customer/Client considered in this nomenclature?
I'm confused about where we find our customers in this application. We have leads, and some leads become customers. So how do I convert a lead to a customer? Account? Contacts? It's not clear to me. Thanks.
Error on sending
My account worked yesterday with no problems Today getting the following error (this has happened before). Please advise what might be going on. I cannot send emails from the CRM email tab. Thanks
Available Merge fields:
In the Email Template Body - Available Merge fields I need to be able to merge both Account and Contact fields into a email. Are you guys going to allow us access to be able to merge any field from any module in the near future?
Duplicate Leads
Will we be able to search for leads that have, for instance, the same email address in the upcomming release? example: Zoho CRM, show me all leads that have identical email addresses.
Can a contact that has been imported into zoho somehow be changed into a lead?
Can a contact that has been imported into zoho somehow be changed into a lead? If you know the answer to this question - I'd really really really appreciate you sharing your knowledge with me, because I am stuck on this one... Thanks a lot.
Available Merge Fields for Email Templates
Hello Zoho, Will it ever be possible to select from multiple "Available Merge Fields" when creating an email template, similar to what you can do with Inventory Templates. I would like to create an email template from Opportunities and be able to merge Account fields and other related modules. Is this something you plan to add soon? Thanks! David
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