take a picture of business card to import to lead
Is there a way to take a picture of the business card and import into leads?
Customizing the main screen
Is there a way to add shipping city to the main screen? When I click on Accounts in the CRM I get; account name, phone number and account owner. I would like to add city to this screen so I can organize alphabetically by city as well as by account. Please help.
I get an error when I try to call any crm api.
I get an error when I try to call any crm api. https://crm.zoho.com/crm/private/xml/Leads/getRecords?authtoken=*****&scope=crmapi&selectColumns=Leads(Lead%20Owner,First%20Name,Last%20Name,Email,Company)%20&lastModifiedTime=2010-04-21%2011:09:23 This error appears in all responses. <error> <code>4834</code> <message>Invalid Ticket Id</message> </error>
Converting Leads to Potentials - Don't want to Create an Account!
Hi We are using CRM to track leads. When the sale reaches the stage of meetings/pilot schemes etc we want to convert the lead to a potential. However we do not want it to create an account at the same time! The Account section of our CRM is linked to our support ticketing system so having accounts in there which are not confirmed clients will cause issues for support and reports. I found in the manual that you cannot create a lead with company details into a potential without creating an account.
Error calling method searchRecords in CRM API
Consists in No filters correctly if one of the filtered fields is modified in records resulting from the previous search. For example: We have a record in the Potentials module with the following data: Potential_ID: xxxxxxxxxx Stage: Seleccionada 1st.- We call the API as follows: https://crm.zoho.com/crm/private/xml/Potentials/searchRecords?newFormat=2&authtoken=Token&scope=crmapi&criteria=((Stage:Seleccionada))&fromIndex=1&toIndex=200" The API returns us: Potential_ID: xxxxxxxxxx Stage: Seleccionada
User Images are not displaying throughout CRM
The user images the are set up in zoho under User & Permissions do not display throughout CRM. Why would user images not show up throughout CRM anymore? All I see is my image. They were all visible and now they aren't.
Exporting Data
Hi, I am on the free Zoho plan and have two different Zoho Accounts. The first Zoho account is old and set up by a colleague. We opened a new one because all the fields had been altered so it was easier to open a new one. The problem is, I have a lot of retailer lists on the old account that I want to transfer to the new one; e.g. contact names and contact details as well as the notes on each account. I have tried to export the data but it only gives me part of the detail of each account. How do
Updating custom fields with Zoho CRM API?
In ZOHO, we have created several custom fields that we would like to be updated from our custom customer database. As an example, in ZOHO, we have added custom fields such as “LicenseType”. We would like to update the Zoho database with the data from our customer database. So, if we update info in our customer database, the Zoho API would update the Zoho CRM database so that the two systems remain “in-sync” on the custom fields. Is this possible? If so, what would be the best method to use
Dependency across modules
Is there a way that I can link pick lists to be the same in 3 modules? IE. Lead Source, Industry, etc. Or do I have to edit these pick list 3 times? Thanks
¿ How to change all the information to another language ?
It’s clear to me, that in personal settings you’re able to change the language. But it doesn’t change 100% all the content specifically in the predetermine rectangles that gives you options to select forma a list of words. For example : If I switch the language to Spanish an then go to POTENTIAL, the TABS : TYPE, STAGE AND LEAD SOURCE, will display all the optional words to be selected in English.
Problem with Lead Reporting
Hello all, I've a minor but important issue regarding Lead reports in Zoho CRM. We run regular monthly (and also intermittent weekly) reports on lead acquisition, it's recently become apparent that all of the reports we can draw up do not include leads that have since been converted. It is vital that we understand how many leads in total we are gaining as it goes to the functioning of our marketing and knowing now that the reports are not reporting fully has made us a little concerned. Does anyone
Undefined / Loading
When viewing some companys which our sales personnel have added using the app, at the bottom of the company page, it displays this error: Description Information Description: Hide details undefined Loading ... Go to top↑ Obviously this isn't any good. Any ideas?
Leads converted
Hello, I want to know how long spend a lead to be converted, it is possible? Because once the lead is converted I can't track the record.
Call custom function for all Events
Hi, I've created a custom function for Events and is working trough a workflow when adding/modifying Events. My question is if is possible to execute this custom function for all events created before creating this custom function and workflow. Tried to modify workflow to execute based in time condition but not working. Thanks.
Localisation, localisation, localisation!
I'm an IT consultant in the UK and as much as I'd like to recommend many Zoho products, I simply cannot and will not do so until you make localisation consistent across the board. Every time I start using a Zoho product, I have to go in and set my UK preferences, despite this being my account defaults. Even then, more often than not, small pockets of most applications STILL don't honour my settings. Zoho CRM is today's culprit. Sign up, set my preferences to UK, create a task, and the hover text
Display issues on my CRM
Hello, THis is Vincent in France. I refer to my emails regarding display issue on my ZohoCRM. Kindly come back to me. THanks
zoho crm email reply
I send an email to our accounts and they replied but the email replies goes in my email not here in zoho.. can you please help me how can i transfer of connect their replies here in zoho.. thank you
Quadrant Graph
Is it possible to create a quadrant graph in Zoho showing client relationship against potential sales e.g. best relationship and highest opportunity for sales would be top right, lowest relationship and possibility of sales would be bottom left. example attached.
Scheduled reports didn't send?
We had a number of scheduled reports which were supposed to run this past Saturday morning, and while the e-mails went out, they didn't contain any report data. Can you please tell me what happened, and how we can make sure it doesn't happen again? Thank you.
ACCOUNTS IS NOT WORKING AS ALL OTHER MODULES WORK PERFECTLY
We have sent in a trouble ticket last weeks and need to get this rectified immediately. When setting up Lead fields we selected Accounts, Opportunities and Contacts and all data has transferred perfectly except for Accounts. It seems as if the Accounts tab is not receiving any data at all. It is selected in the Module field so we are not sure what is going on.
Deleted contact mailing list report
Hi Can anyone help me with this - I accidentally deleted the contact mailing list report from reports - how can I get that back or download it somewhere? Thanks Paul
Tasks missing from summary page
Some of the tasks are missing from the summary page. Strangely, all the tasks that are missing from the summary page carry a '+Follow' link on the top right. Am I missing something?
How do i create a " case " report to include the last "note"
Hi I want to create a report of "cases" and want to include the last note on the system. How do i do this? I can add all notes but not the last note. Paul
Activities showing as 'Undefined'
Hi, Zoho has worked fine and has been great but over 3 days ago the activities are not showing on the Account view page. It says Undefined and then it says Loading.. Please help. Kind Regards Jason
CRM Integration with Sales IQ - Lead scoring in lead/contact page with the rest of the visit summasy
Hello, You recently introduced lead scoring in Sales IQ and I really like the feature. To bring it further, it would also interested to have this new information integrated into CRM so that we can also filter or create view on leads based on Lead score and opportunity. Are you planning to have this feature ? Regards Victor MdS
Add fields in products and showing total in potential
Hi is it possible to add an amount field in the Product module so add Product A, Product B and Product C and show the total in a Potential module field?
ZOHO Crm still didn't reload after more than 24 hours
I can't see notes in almost all accounts due to this LOADING but I can see them on mobile app. Thank you for your help
When clicking on an Open Activity from the Potentials page, I get an error -- Cases is not available in your edition.
I'm not trying to create a support case. I'm only trying to create follow up tasks such as, Call John on Tuesday afternoon, and then mark those tasks as complete once they are completed. However, every time I click on an open task I am taken to a page saying that Cases are not available with my edition. Please help! Thanks
how to add a file to an event???
I'm trying to add a file to activity and I do not know how to do that or if it ever possible? please help.
Report Generation
Hi all - I'm trying to generate a report with the main control being a field we use "Project created" which is a time stamp field when I run the report it produces the same record three or four times I'm UK based is there a UK help line number?
Uploading account list but can't get annual revenue to map with my csv currency field
Any idea why this field isn't importing? I'm not getting an error message. Thanks.
Add Custom "Notes" Field?
Hello, What we want to do is create a custom "notes" field to capture "Value Added Services" discussed with the account. While it sounds simple, we want to have the date automatically assigned along with the text that describes the value added discussion. Our purpose is to use this in annual account reviews, which is why we want this to "reside" with the Account. Any suggestions? Thank you! John Galich
Cannot create tasks from quick actions
Hello, I can no longer see tasks in the Accounts page. When I'm in an account and tray to create a new task through 'Quick actions', nothing happens.
Lead Mapping and Lookup Fields
I am trying to work out a problem I am having with LEAD MAPPING. When you are in the LEAD the boxed *required FIRST NAME & LAST NAME transfer once converted to an ACCOUNT are moved to the top of the page in an un-editable area. The biggest deal I am having is that I still need that name displayed on the page for the the ACCOUNT, CONTACT, & POTENTIAL. I was thinking this would be done via the LOOKUP field but I honestly haven't figured out how to use them yet. Am I headed in the right direction on
ZOHO CRM Change HISTORY AND HOVER HELP
Hello -- I have two questions: 1. Is there a way though API or some type of setup to having a running history of a perticular field in a module that is changed? So for instance, address is changed but you want to preserve the previous change for audit reasons on the same screen?? If not, does anyone know of a method that might be a hack? 2. Is there a way to display information about a field that can display HELP context that is custom?
How do I customize the lead table
Hi When I click on leads tab on top, the table shows a few columns but we need to customize this. How do I do that? Sathish
Zoho keeps crashing
Zoho has been having problems since yesterday. Yesterday it kept bringing me to a page saying it was repairing itself. Now it is not uploading all the information and not allowing me to do 'log a call' - it isn't even visible. I have logged in and out and it's not resolving. This needs resolving now...
categories of contacts
How can I categorize accounts into some kind of sub category? How can I change an account to a lead, and back again? Peter
Adding sales to an account
Hello, I used to used Zoho every day a few years ago, and now I'm returning to it I'm a bit rusty with my skills! I remember that I used to create an account for a customer, then when that customer bought something I would add a sales order to their account. I can't seem to find an option to add a sales order to an account. Is it because I currently have a free account? I can upgrade to a paid account if necessary. Thanks!
Duplicate Leads
Is there a way to search for duplicate records? I've uploaded a few hundred names and have found duplicates.
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