Create a potential without creating an acccount?
Hello! I would like to know if we can create a potential without creating an account. In another words, account name should not be a mandatory field when creating a new potential record. Can we turn it off? The reason is that I am running a training centre that is B2C and not B2B. Therefore, I would like potential to tight with contact and not account. Is it possibile? Thank you David
Tracking referrals
In my business, our sales people spend most of their time cultivating referral sources to generate leads. Is it possible to use ZohoCRM to track referrals? If so, how do you set it up? Thanks, Dan
Can I use GMail's new IMAP capability to synch with ZOHO Crm
Would seem a lot simpler than using a plug-in. Pete
Web-to-lead not working
Hi, my web to lead form is not working. I have tested my username and password to ensure that that is not the problem but still am not able to see any tests. Below is my form <META HTTP-EQUIV ='content-type' CONTENT='text/html;charset = UTF-8'> <form action='http://crm.zoho.com/crm/WebToLead' method='POST'> <input type='hidden' name='orgId' value='51211000000031035'/> <input type='hidden' name='xnQsjsdp' value=XXXXXXXXXXXXXXXXXXXXX/> <input type='hidden' name='xmPqMMnsd' value=XXXXXXXXXXXXXX/> <input
Small app to extend CRM to do address validation, etc
Hi, I started poking around with creator as a possible way to do an address validation on leads, contacts, etc in Zoho CRM but it does not look like it can take data from the fields in the CRM app check something and then put the corrected data back into the fields. I also what to do a phone number lookup given a name and address. Is this possible with the state of creator today. Am I trying to do something creator was never intended for? Thanks
Possible to port the World Clock?
Hi guys, fantastic app. Well done all round. Can I port the code for the world clock to my website as a widget? Cheers, Logansan Oh
Zoho CRM - Upcoming Release Features..
Hello! We are very happy to announce our upcoming release features list. The upcoming release will mainly focus on Role-based security administration for mid-range organization, auto-responders as part of email marketing, enhancements in data administration, customization of the product, usability enhancements and reports. In addition, we will be supporting many international languages and Wiki-based Context-sensitive help for all features. Salient Features: 1. New Features: Roles-based Security
Outlook plugin error message - not working
Hello I upgrade to the latest version of the Outlook plugin recently with the new contact lookup field. I have now tried 3 different messages to add to 3 different contacts and always got an 'error while trying to upload to Zoho CRM' message. Can you advise how to resolve this problem? Thanks James Watson
Outlook Plugin
Hi there... I have the plug in 6.2.3 but get "Checking for duplicates" just sitting there for ages... Using Outlook 2003 11.6568 SP2 if that helps.. What should I do to get pas this? thanks, Graham
Integration between ZOHO Databsae features and ZOHO CRM
ZOHO Database features and scripts with ZOHO CRM - Will they be integrated?
User Friendly "Task" in Outlook with CRM
Is there a way in Zoho CRM that when you create an automated task based on an even in CRM that you can put the name of the contact or account in the task name itself??? For example... I convert my name "Steve" from a lead to an Account. I have a rule setup to create a task that says "Call Prospect". I was to change the "Call Prospect" to "Call Steve" so that when I syncronize it with Outlook, it shows up like this: Call Steve Call Joe Call Bob Call Suzy instead of: Call Prospect Call Prospect Call
Reports by gropus
Can anyone tell me how to get reports by Groups We operate in different states and i have created a group for each state. How do i get reports so that we can monitor the performance in each state Thank you
When will the next batch of ZohoMail sign-ups be released?
When will the next batch of ZohoMail sign-ups be released?
Accounts Module > Sales Order Details
I need to customize which sales order columns are displayed in the accounts module. For example. Click on accounts tab. Select and account. Scroll down to the sales order details. I need to customize the columns that show up there. How do I do this? Jordan
Pipeline by stage will not shrink to one column
Hi, On the home page if you try to shrink the Pipeline by Stage to one column it shrinks to about 1 1/4 columns and cannot be repositioned since it it too wide. Thanks
Address validation, Zip+4, delivery point bc and Google maps
Hi, As I start to run a test on ZoHo CRM I immediately noticed several missing functions from contacts that would be useful. Address validation with the US Postal service, Zip +4 lookup (delivery point bar code for address printing would also be nice) and google maps for location information and route planning. The only reason I still use MS WORD is it ability to print address with the delivery point bar code (Open Office has this but it never seems to work). Sending items with this bar code shaves
View - Potential Closing This Month
When viewing the standard view, "Potentials Closing This Month", it does not include potentials with a closing date of 04/30/2008. I cannot determine the reason for this. Is it possbile my data is corrupted somehow? Can you take a look? Thanks.
Info source for examples of retrieving data
Hi, I need help with ZoHo Creator. I do not want to create a form and load data, I need to do something with the data inside ZoHo. I want to pull data from ZoHo crm modify it and put it back. I am having trouble getting the first part to work - pulling data. according to the wiki to use JSON format for pulling data my URL would be http://crm.zoho.com/crm/private/json/Leads/getMyRecords?loginName=someone@example.com&apikey=xxxxxxxxxxxxxxx If I understand correctly I can use the Deluge script to do
No calendar function available across all apps???
Hi, Am I missing something here or is the calendar not shared across apps. I put something in the planner app and then went to CRM, nothing, nadda, zip?? Is there something I need to turn on to make it so I have one calendar and not a half dozen??? Thanks
Link Tasks to Contacts/Accounts from Outlook
Ok - I come from using ACT and basically use Outlook as a "pass-through" to my Blackberry. In ACT they created a way to "Link" an event or task to a contact/account by typing "LINK" in the Notes section when creating the event/task. It would be nice if we could create an event/task on our handheld or in outlook and then when that task gets synced into Zoho CRM, it is already associated with the contact so we don't have to do it manually. Example of task Creation in Outlook:
Leads import missing address fields
Hi, As I go through system setup and start playing with this I noticed that the Lead import fields are only Lead Id, Company, First Name, Last Name, email, phone. There is no address fields or additional phone fields. I am playing with setup and perhaps its in there somewhere. I see where I can add custom leads fields but I do not see anything for lead import. Thanks
Clock reverts back to default
please fix this!! i have set the clock to show U.K GMT time but everytime i log out and log in again it reverts back to the default clock showing the time in Afghanistan!!! why does it do this to me!!! :x
Custom Objects
Is it possible in Zoho CRM to create a custom object, then add fields relationships etc. Thanks
Layout Field Options
One request I would have would to have the ability to add a "filler / blank" field in the layout of each section. As it is now you have to add a "named" field to the layout of each section. This would help in having the ability to spread out different areas of the section. Hope that makes sense. Thanks
Zoho CRM - Service Updated (March 2008)
Hello! We are very happy to announce the release of Zoho CRM - Enterprise Edition and major updates in Free & Professional Editions. In this release, we have mainly focused on the Role-based security administration, Public APIs, auto-responders as part of the email marketing, enhancements in the data administration, customization of the product, and enhancements in usability of the product. In addition, we have also supported Chinese, Japanese, Brazilian Portuguese, European Portuguese, and Swedish
Backup/Restore of all CRM Settings (not data)
We are interested in trying out some changes to our CRM Page Layouts and views. Is there some way to backup all our settings so that if we don't like the changes we can simply revert them all to the version backed up? I understand that if we add custom fields and populate them with data, that it would not be possible to remove the new fields and their data with this type of backup/restore. All we want to do is be able to rearrange things and put it back the way it was rather than having to undo all
Integrate ZOHO Projects into CRM
Is it possible, or will it soon be, to integrate the ZOHO project management features with CRM? We want to manage projects right from our CRM database so that the information is stored in one place instead of having to use projects and CRM separately. Is this option available?
using different "email from" addresses - & upg
Dear CRM moderators, Is there a way to send an email to a contact or lead from a different email address then the one that is my default as a user. If not, how can I change my default email address so that it reflects the email address that I want the user to reply to. We are using the CRM to manage contacts for 3 different related companies - but want different emails used to send mail so that customers reply to the appropriate subgroup company. Thanks. Also, if we activate one or two users to the
Threading of email messages
When I send a message from Zoho, it shows my personal email address as the From field. Which means replies go to me and are never shown in Zoho. Is there some mechanism by which the From address can be set to route back to Zoho, which ties it back to the original lead/contact?
API for modification and deletion
hi, You did a good job with these API, but ... Why have not released API for modification and deletion of records? In this way integration with other applications is mutilated. You plan to release soon?
Slovak language
Can we expect Slovak version? I can help with translation, if it�s needed.
Problem with Field Layout and check boxes
i need help to fix a couple of bugs that may need to be fixed or just added to the next update: 1. I cannot move a field in the contacts field layout in setup, the cross hairs come up and it appears to move but when i let go of the mouse button it does not move to the required location. 2. When trying to do mass updates or even check several check boxes at once on different pages it seems to clear it as soon as i go on another page within the accounts tab. Why does it clear the check box??!! This
"Next" "Previous" buttons in Leads detai
It would be very useful to have Next and Previous buttons in the Leads detail screen. This way you can quickly review lead information without having to click back to the Lead tab to select the next lead. When you have a long list of leads, it becomes very cumbersome having to go back to the Leads list every time to find the next lead you need to review.
Email in link
Since there doesn't seem to be a way to add an opt-out field I decided to come up with my own solution. I want to insert a link in ever email like this: <a href="http://www.flasma.com/optout.aspx?e={Leads.Email}">here</a> However it converts its to: <a href="http://www.flasma.com/optout.aspx?e=$%7BLeads.Email%7D">here</a> You need an opt-out link when you send marketing email or you use credibility. Please help.
Dutch
Is there a Dutch version on the way?
ZOHO DB link with ZOHO CRM
Can you sync zoho db with zoho crm? :roll:
Web To Lead Form Help
Hi, I currently am trying to do web to lead forms for my website. I need to have 3 forms created but they all need different fields. Is this possible? For example: Form 1: firstname, lastname, company, custom 1, custom 2 Form 2: firstname, lastname, company, industry, employees, custom 6 Form 3: firstname, lastname, company Is there any way we can keep creating multiple forms through the web to lead generator and have them all running at the same time? The reason I am asking is because I currently
How to enter page break in Template
We are evaluating Zoho CRM for a new client who must have a multipage sales order template. Is it possible to link a template to an external css so we can use the page break function? If not is there any other way to achieve this in Zoho CRM.
Import Leads Reports Success with 0 records imported
I just tried to import 59 Leads. It looked like everything was working properly until I got this message. Data Imported Successfully. * No. of Records added: 0 * No. of Records updated: 0 * If you are unsatisfied with this import, you can rollback it at Import History The file was not listed in the Import History. Any idea what could be wrong?
Invoicing in a Separate Application?
I have been waiting for the functionality in Zoho CRM that you have now in the new "Zoho Invoices" - to simply be able to customize the product description info on an invoice. But rather than adding this functionality to Zoho CRM (which would have helped my business be able to start using Zoho CRM on a larger scale) you made a separate application that isn't connected to Zoho CRM? Now you have two products that I won't buy ... instead of one product that I would buy. I think you risk alienating your
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