potential export / import
I exported all potentials. For one i have three contacts with specific contact roles - I can't see this contacts in export file. Can CRM export and import this data? - is it possible thru API? Best regards, m
CRM Calendar Features
I'm relatively new to Zoho CRM and am still trying to understand the depth of its features. There are two things I would like to do. Please bear with me as I have some specific details I would like answered. Synchronize the CRM Calendar with my Outlook calendar. Does the Outlook plug-in work with the CRM calendar? From what I can tell the CRM calendar and the Zoho calendar are distinctly separate. I prefer to use only the CRM calendar and not the Zoho calendar so I don't have to manage two
Can a ZOHO CRM API key be used from a 'localhost' during testing and development.
Hi, Can the generated API key that is tied to your email address be used from a 'localhost' on a development computer or does it have to be tied to a registered domain? In other words can I run tests from a development computer without uploading to a live server? Thanks
Merge information from Zoho Reports with Zoho CRM
How do you merge information in Zoho Reports with Zoho CRM. Also noticed it CANNOT be done with Zoho Contacts. Please suggestions and feedback would be greatly welcomed Thanks
Solutions email
Is there a way to email out public information from the solutions section to send info to our customers?
Task Lookup Field
Please advise why we cannot add "Lookup" fields under tasks... I wanted to add a way for my staff to update their potentials directly from a task - can this be done?
Importing Contacts from salesforce - Reports To field does not resolve object ID
Hello, I have imported a Contacts list from salesforce.com using the "Migrate from other CRM" tool - and have mapped the "reports to" field to show the reporting hierarchy between contacts. The data comes across ok - but shows the "reports to" field with the object ID - ie it is not reolved to the actual contact name. For example - Reports To:0034000000U1zURAAZ The same functionality works fine for Accounts and Parent Accounts - I have imported these in the same way and they show the correct relationships
data export
hello, i am trying to export my Leads data and succesfully i have been able to export 3000 records, but the thing is i am getting the first 3000 records instead of the last 3000 records out of the 4000+ records i have how can i do this? is there a way to have the export selection to get latest records?for example records fromm 3001 to 4000 instead of records 0001 to 3000. please help
Data Import
I have been testing the migration of data from Saleslogix to Zoho CRM. Some 5K accounts and 10K contacts. My first attempt went well with contacts linked to accounts and all was well. However, I missed some items and decided to startg again. So I rolled back previous imports and deleted data where this was not possible. I re-imported accounts and contacts using the accountid as the ference point. Unfortunately the accounts do not show contacts but contacts show related acount in list view
custom objects
Are custom objects/tabs still on the roadmap? These are a key decision point for my company between Zoho and Salesforce. Is there an ETA on this feature? Here is a related thread from 2006: 08-Jul-2006 11:25 AM paiuldes@kpdsys.com View profile Is there a way to create your own Objects or Tabs? Can you extend the database and make new/related tables to existing tables and create your own custom forms? Thanks 08-Jul-2006 09:26 PM dilip View profile Hi, We have this feature in our Road Map. Hope it
Please accept American Express
It is the standard card for businesses. I know it costs more, but your service is targeted to businesses! You really must accept American Express!
Zoho CRM - Service Maintenance on May 23, 2009
Zoho CRM will undergo a service maintenance during this weekend: Starts at: Saturday, May 23, 2009 from 10 PM Ends at: Sunday, May 24, 2009 PST to 1.00 AM PST Total Duration: 3 hours During this period, you cannot access Zoho CRM service. We apologize for any inconveniences this may cause to your business. Best Regards, Gopal
ip control - Mac control
Hi, Is it possible to protect accout with MAC address? Best regards, p
some hardcoded entity name problems when creating reports
We have renamed Accounts -> Organizations and Opportunities -> Projects. But these new names are not reflected sometimes when creating reports. This could be confusing for end users. Please see the attached screenshot.
account name isn't searched for potential
When searching Potentials, even when the Account Name is chosen as a search field it is not returned in the search. Contact searches correctly find Account Names. Example: Bob is the Contact from Dell on Potential 'New Computer.' Search: 'dell' Results Contacts: Bob Accounts: Dell Potentials: none
CRM Emails Sent
Sending emails from lead and contacts in ZohoCRM.... Is there a method to see ALL sent emails across CRM? i.e. by date sent? We are using ZohoBusiness and we have incoming emails showing up in the mail inbox...but upon checking the sent box i notice nothing shows even though I am daily sending emails to Leads through CRM. I have not been able to determine how to accomplish this searching through forums. THanks for your help.
Data Import Issues
I am very new to ZOHO. In an attempt to evaluate the product capabilities, I figured I should start by importing my current Contacts and Accounts. When select the "import my contact (accounts)" wizard and select the file to upload, I get a response that says "uploading import file." That's all it ever does. I have allow this to run for several HOURS without any change. I created a subset of my Accounts (5 accounts) to see if it would complete. Still doesn't finish. The only way I've found to
What is up with email today?
Taking forever to send and sometimes just saves as draft and never sends. When I go to the draft box - nothing is there. Is there a problem with email today?
Validation Rules???? Any plans to have some way to validate data as users put it in?
Hello, I am amazed that are tools to help admins validate the data users put into Zoho. Looking at your press releases and your Enterprise Edition I can´t imagine how you sold to a company of 800+ users when there is no way validate user data. How do require certain fields when the Lead Status is "qualifed"? How do you control the use of the Potentials page between different users based on the data already entered? How to maintain the naming conventions that you have put into place to make reports
Service Requests
Please introduce a Service Requests Tab related to Purchase Orders or allow Cases to be related to Purchase Orders.
Understanding the frustrations of crm
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feedback on Contact Roles
I have attached a screenshot with some suggestions on improving Contact Roles in Potentials.
Sort order doesn't apply when exporting to pdf
Sort order isn't applied to exported PDFs. The PDF row order is always in database retrieval order. It would be very helpful if the order was preserved in the PDF. I have attached a screenshot.
Web form to lead - not saving leads - not sending email template
I want zoho to create a lead and send an email to the lead with links to my catalogs. I created the web form to lead, setup an email template containg the leads, and attached it to the form in the generator area. I copied the script, uploaded it to my website. however when I test it out, I enter the requested email address and first name and hit save. when I check zoho crm leads, there are no new leads the name and email address are not listed. I check my email, and no email was sent. What
Registering and linking to an account
I'm having lots and lots of problems with this product and am really starting to get annoyed... I received an email which said "Congratulations, you have received and invitation" which was sent by my partner who's trying to convince me to use it. I clicked on the link that says "Access Link" and I come to a registration page... First Problem - Am I accessing the system or registering??? I click on the link on the right which says - "Sign in using Google ID" - Great, I select a this and enter a
adding users
might be helpful when you add users to be able to set the password and to also notify them via email. kind of vague as to how you add them now... do they need to register? are they automatically associated with our company, etc? Rhett Daniel
Forgot Password Dialog Problem
Hello, We have a user account setup on Zoho CRM, but the user has forgotten their password. When they try to use the Forgot Password dialog, their email address is not recognized. I have double and triple checked their Zoho CRM ID and it is correct. Any ideas why the system is not recognizing it? Thanks, Brihas
Campaign Management
How do I associate 1 lead with multiple campaigns? Basically - I have say 1000 leads and I want to run 2 different campains over time into them and want to track the fact that they have been part of both so that I don't add them to another one dbosomworth
Modifying Lead Layouts
Hello all, I can create custom fields in the Setup -> Lead section, and I can seemingly lay them out into a custom configuration as well. However, after saving (etc.) viewing of a Lead page shows more or less default layout, and no new spatial layout whatsoever. See pics below. That said, it does seem as if *some* changes do propagate through: for example I can make the "Lead Status" field mandatory, and when creating a lead Zoho *will* make sure I fell that field in (but there is *no* red asterisk
Loggin in with Secure Access Checked
If I login to Zoho Business with the Secure Access box checked, Zoho CRM comes up as a generic marketing splash page within Business itself... I see this with both IE and Firefox. :( Any help appreciated.
Data entered in Firefox MIA when viewed in IE
Hi, Seeing some problems with Firefox vs. IE. If I create a New Lead in FF, the data does not show in IE. See pictures below of the New Lead page and then a drill-down into the Test lead I created. Any help appreciated. Thanks! --- Firefox: IE:
Need Help Updating Inventory!
How do I update inventory by using and PO that has already been delivered? Is there a way to sync or do I have to manually enter in the purchase amounts into product inventory? Thanks for your help!
Custom Views permissions
Hello, What are the minimal permissions required for a role to create custom views for Leads? When I go to select the lead owner I'm getting a permission denied message. Thank you. Bob
webform for customers does not work
I followed the steps to create an webform for contact and integrated this on my webpages. Somewhere else on my website the leads web page is ok and is giving results. I have also the payed version so i can use more than one webform. Could someone help me out? regards form Holland Evert Oosterhuis
Email Templates 2 hours work GONE!
WTF, I have been using email templates extensively. I just spent over 2 hours revising an email template.... adding hyperlinks mainly. I have saved multiple times over the past several hours .... call me overly cautious. I just saved and the template took ALL of my mod's and sent them into the ether.... Lot's of work...how can this happen after multiple saves? Frustrated paying customer! I do believe in miracles. Any input will be appreciated. -mike
Rebranding
Are we able to rebrand the CRM so that the links in the header and footer are no longer pointing to zoho?
Attachment from Zoho writer
Is it possible to attache a document made in Zoho writer in Zoho CRM ? No I have to export is to a ODT format ( I use OpenOffice) and than attache the document in Zoho CRM. regards Rajesh
Existing accounts on leads screen
We may receive leads for accounts that already exist in our system. On the leads screen, the account field does not look up the account name or provide any ajax type looking to find a matching account. When a lead is converted to a potential, will the system try to attach the potential to an existing account, or will it always create a new account? Thanks in advance!
Issues sorting Views in Potentials tab
Todfay our organization is experiencing trouble try to sort the records in certain user-created views. When we click on the column header we get pop-up with the message "Session timed". Zoho then reverts back to the user's home screen. We have gone in and verified that the views do not have any "bugs". They were working yesterday. Please advise what is happening.
Importing cases and linking to 'related to' contacts
I've been testing the import of case data, generally trouble-free but I cannot get the 'related to' contact link uploaded, either using the contact 'WHOID' or the name. It seemed to work on a few earlier tests but now I cannot feed this field in, it just shows as blank in the resulting record, despite checking and verifing the data is correct and does indeed have a corresponding contact record. Any help gratefully received!
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