Can I get rid of "List Price" etc. in Quotes?
Every quote we do is custom - we are selling a service - not widgets from a bin. There is NO "list price" in my business. I would like to use quotes to capture information on pricing we have given the customer eg. "the quote" and then follow that through to Sales Order and Invoice.
BCC Dropbox and Accounts
The BCC Dropbox is very useful with Leads and Contacts. Our primary data entry is with Accounts. Can you please set up the ability to edit the 'Search Pattern' to includde the ability to search for email addresses in Accounts as well as contacts and Leads? Is this possible or is this out of the question? If it is not possible can you please explain why.
How To Convert leads to potential account and not to Account or Contact
Hi There, I am using a free Zoho crm account. Is it possible for me to convert my lead to potential alone? What happens is, when I convert my lead into a potential client, the details will also add in my contacts tab and in the Accounts tab. I want to convert my lead into potential only. Is this possible? Your help is very much appreciated. Thanks, Tim
Community Builder users within Zoho CRM
The website of my company is developed in Joomla 3 and need to know how to integrate my site Registered Users through Community Builder within Zoho CRM?
Zoho Crm - How To add custom fields, different version?
I am trying to add a custom field in CRM but I appear to have a button to do so, are there different versions that do different things, I am currently on the free version
Mass transfer of a filed from Accounts to Contacts
Is it possible to transfer data from a field in the Accounts tab to a corresponding field in the Contacts without having to do this manually for each Contact please?
How do I delete an email?
My emails are recieved into Zoho CRM, I can reply, but how do I delete?
I would like to share data elements between Accounts, Contacts, and Leads
There is certain information I enter at the account level that I want to feed to the contacts, not just to see it, but also to be able to create views based on those criteria. It would be nice to allow bidirectional editing, but I would be satisfied to simply be able to map those fields. I find myself creating the same fields in accounts and Contacts and then doing import/export, when mapping the field would be a lot easier. Are there any plans? Arthur Young
How can I recognize the deleted records
Hello How can I recognize the deleted records after fetching the data by getrecords method? I used the lastModifiedTime parameter for getting the last 24 hours updated records. As I checked the deleted records were not fetched by this method. Is there any field for recognizing the deleted records? Please guide me, Thanks
Syncing Activities to Calendar
Hi all, I was wondering if there was a way to sync Events from the Activities Tab into the Calendar somehow? Any ideas? Thanks.
Skipping names on import
I just imported 100 records all with the mandatory fields populated. The tool however kicked 27 of the out and would not load them. They look exactly the same as the others. What's the issue?
Sharing Data
I've created a new user for my zoho crm account and when she logs in from her computer she is not able to truly access our company's crm data. What's the problem? How do I give her full access to the account? It's as if she has her own account. I don't know how to link her to our data.
Task or Event Notification
When I set up a notification for an event at a future date I receive the notification immediately. Is there a way to receive a notification reminder at a later date? For instance on the date of the event or task?
New to ZOHO - Hiring Question?
Hello to everyone in ZOHO Land. We are a US based small business that is currently testing ZOHO as a solution primarily for our Data Management, Sales & Marketing efforts. Upon reviewing the abundance of threads, forums, faq's, knowledge base etc, it appears that most anything (we have relatively simple processes) we are looking to do can be accomplished with ZOHO. Unfortunately, ZOHO also comes as a DIY solution. While tending to all aspects of our business, we will be unable to "self serve" &
Make search link to google (or other) from 3 fields
Dear All, I think that this could be done by standard setting in custom fields but I could not find appropriate formula in ZOHO CRM custom fields 1) to make a link including search text from custom|standard field of ZOHO CRM Example filed1 | field 2 | field 3 company | ZIP | Address Output Field 4 (link) https://www.google.com/?gws_rd=cr&ei=QNdPUt_IHuHG4gS22IHgAQ#newwindow=1&q=company+ZIP+Address
Madame - Monsieur - Mademoiselle dans le champ Prénom
Bonjour, dans le champ Prénom je peux choisir entre Madame - Monsieur - Mademoiselle J'aimerais pouvoir choisir aussi entre: M. - Mme - Mlle Je ne vois pas comment ajouter ces mots à la liste de choix. Pierre Enderlin
Using combined products
Hello users, I need some help with a product related issue. We have products that are sold seperately, but they can also be combined into one new product. Of course I know that it is possible to create products one by one, but that would involve lots of updating when a base product is changed. All the combined products that use that product should also be changed manually. That can't be the idea in these days :) Does anybody have any suggestions on how to approach this matter?
Any updates on linking the account address to the associated contacts?
I see in past posts that users have been asking for a way to populate a contact's address using the address of the account with which that contact is associated. In my mind, there would ideally be a checkbox in the contact address section that says "copy account address". Has there been any progress on this or similar solutions?
Zoho, making the web a better place.
I can use their invoicing system & CRM and officially have my entire life really like how they did their website. Really clean and simple and they have the draggable box showing off their drag and drop website creation. Very smart and creative used many products from Zoho. I think they lack the class. The artistic and engineering excellence that nextbuying has is far superior than Zoho. have been a big fan of Sridhar Vembu, after learning how he took time to grow his company - the dotcom bust
Create default contact from Company profile field
Dear ZohoSupport As I know there is possibility to copy field to field from one module to another for all database Is it possible to use that option to create default contact for each company (one time only) copy from the Company details Phone web site billing Country billing ZIP billing Address Custom field description
Map Dependency Fields for 200 sub fieds
Hello, I have dependency fields like 1) City (2 cityes) 2) CityRegion (20 rows) 3) CitySubRegion (200 rows, about 10-20 per CITyRegion ) 1) ZIP code (1000 rows, about 1000 per city) 2) Sales territory (parent - ZIP, one territory should include 5-10 ZIP codes automatically) After import Database from excel I find that MAP DEPENDENCY tool in ZOHO shows very small frames not possible to manage mentioned above FIELD DEPENDENCY. Is there possibility to help me how to solve this issue?
Russian invoices in ZOHO CRM
Hello, I need to make standard type of documents in ZOHO which are differ from ZOHO standard, 1) invoice 2) shipping docs Where could I find some manuals or customized solutions for that purpose?
reporting
when I close a deal, I 'convert' them from lead to 'potential'. I would like to see a graph representation of how many leads I convert a month. Can someone help me do that?
Get contacts of a campaign using getRelatedRecords method does not work anymore
Hi, I use the following method to get list of contacts from a campaign but it does not work anymore since a few days ago (no changes on my code): https://crm.zoho.com/crm/private/xml/Contacts/getRelatedRecords?newFormat=1&fromIndex=1&toIndex=200&sortColumnString=lastModifiedTime&authtoken=<token>&scope=crmapi&parentModule=Campaigns&id=75962000001361001 It now returns the following XML: <response uri="/crm/private/xml/Contacts/getRelatedRecords"> <result> <Contacts>null</Contacts> </result> </response>
Share ownership of a prospect
Hello, I need to share ownership of a prospect among users of CRM, is this possible? Best regards,
Can you use getSearchRecords to get ids greater then?
https://crm.zoho.com/crm/private/xml/Leads/getSearchRecords?authtoken=Auth Token&scope=crmapi&newFormat=1&selectColumns=All&searchCondition=(LEADID|>|12346789) Should this work? I'm getting this response: {"response": {"uri":"/crm/private/json/Leads/getSearchRecords","error": {"code":4832,"message":"Invalid parameter value"}}}
Zoho Mail integration into CRM
Hello, I am a new user to Zoho CRM and Zoho Mail. Recently I sent out a mass email to all of my leads. When some of these leads responded I expected the responses to also appear in the email category of that particular lead. This didn't happen their response only came to my email. Will this not automatically happen? I want to keep all correspondence between leads/contacts/accounts in their respective places, how can I do this? Please help!!
Need help about getSearchRecords method
Hello I have added a custom field to accounts table named as "assigned franchisee".I need to fetch records from accounts that have a value in "assigned franchisee" field (assigned franchisee is not empty). I have written the following method and it seems to work correctly but due to there is no way to get the number of the records with this specified condition I am not sure about the correction functionality of this code, Please guide me and check it and tell me if this is right. I highlighted the
Attn. API Users: Authentication Token introduced
Until now, the Zoho CRM Developer API Implementation required the API Key and Ticket to be used in all API calls. You also had to regenerate the API ticket once in 7 days and replace the new ticket in all your API calls. For all existing Zoho CRM API users, we have good news. You do not have to regenerate your Ticket every 7 days! We have changed the implementation of our Developer API, and we now support the Authentication Token for all API calls. This token will become invalid ONLY if you choose
Activity Tab - Request to add Account info associated with contact
I would love it if ZOHO CRM add the account that the contact is associated with when looking at the list of open activities in the Activities tab. Right now we can only see the contact in the Activities tab and its extremely helpful to know which account they are associated with to help organize the task priority. Thank you. Boris
How to create Accounts with Campaign lookup on CRM through API
I post this XML but cannot relate the account with the campaign(id=12802000000056065). Is the any mistake? <Accounts><row no=\"1\"><FL val=\"Account Name\">new_company</FL><FL val=\"SEID\">12802000000056065</FL><FL val=\"SEMODULE\">Campaigns</FL></row></Accounts> Account is successfully created but it is not related with the campaign. Could someone please help me. Thanks, in advance.
Bounces || Campaigns
Hi, Please see the attached screenshots of one page. Can someone please explain to me why these contacts bounced-ie why are they on this list? AND How can we sync them from CRM so that they don't bounce? Two of the contacts (Joanni Sherriff and Denzel Jacobs) profiles on campaigns were manually updated. Yet, they are also on the bounced list. We have not reached our sync limit, and still have syncs available for the rest of the day and month. Kind regards, Ninke
Not seeing custom field option in customization screen.
I am trying to add some custom fields to my potential page but do not see the add custom field button. Any ideas where I am going wrong? I am the only user right now and appear to be logged in as the administrator. Thanks
Double Names under leads
IF I want to create a view for the state of OHIO for my leads, it get double the name in the lead list
View Account Name When Adding Contacts to Campaign
I created a new campaign. I'm trying to go through my contacts and add those who are appropriate to this campaign. It is difficult to determine who should be added because the list of contacts does not display the Account Name. How can I have the Account Name displayed alongside the contact when adding to the campaign? Screenshot attached
Description info disapears when converted from leads to an oppportunity
We had a detailed decription in Leads. When we converted Lead to an Oppurtunity, the information in the description field disappeared. Is it possible to recover? Thanks.
Auto populate List Price
We are trying to enter products in quotes and invoices whereby the user cannot change the price of a product, manually or by selecting a list price. Can one select a product and have the field List Price be automatically entered by the system without the user's input? We want to secure this field so users cannot change or alter the prices once a product is created/selected. I haven't been able to find my way around this. Any ideas? Thanks for your help.
Can i edit an attached document in Zoho docs directly from the contact card?
...without going through the document module? Ive attached spreadsheets and docx files to some of my contacts and it would be of tremendous help to be able to accss the editmode of the documents without leaving my contact to go to zoho docs for edit- is there any way to do this?
Open attachment in Google Drive/Docs
Would you please add a new option when open a attachment - "Open in Google Drive/Docs"
XSD For Zoho CRM API
Hi, We are planning to integrate ZOHO CRM with our Product using REST API. Our requirements are below. 1) Getting all the Report and Views names, ids along with the corresponding Report Folder names ( Salesforce CRM has report Folder concept and Microsoft CRM have View concept. Zoho has both of these flavors( Report Folder and View )) 2) Getting all the records belongs to the report or view 3) Getting all the details of a record ( Contact, Lead, Cases, .... ) 4) Getting all the activity history
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