Leads access to partners + sales
Hi I cannot seem to find the answer to my question anywhere... I have created a partner users for my partners who bring me leads....and i want my partners to have access to their own leads/contacts and also be able to view what my sales team is doing... Example: Partner has brought 50 leads and i will assign the leads among 4 sales people.... (the partner should see the comments/modifications to all 50 leads) - Sales should see their own assigned leads and nothing more... I would like for the partner
Is there a way to only view overdue leads per location?
I wanted to categorize overdue leads per location, is this possible?
Authorization issue
I want to upload “leads” from excel (.xls) to ZOHO CRM. I tried two ways, 1rst, “import leads”, 2nd “import lead for organization”. Working fine when Admin launched, and he can fully manage imported data. But, when I log in with my own user profile (Standard profile) I can’t access the imported leads. Please could you help? Best Regards J.Kieffer
Authorizations issue
I want to upload “leads” from excel (.xls) to ZOHO CRM. I tried two ways, 1rst, “import leads”, 2nd “import lead for organization”. Working fine when Admin launched, and he can fully manage imported data. But, when I log in with my own user profile (Standard profile) I can’t access the imported leads. Please could you help? Best Regards J.Kieffer
User Role
Hi all, I have set up 2 users, myself being one of them with no issue and both under one User Role. I am now trying to add a User but the field for User role will neither let me type into the box nor click the user tree. Does anyone know what I am doing wrong or how to fix the problem? Many thanks in advance Warmest B
Logo won't show up correctly...
I have uploaded my company logo and it doesn't look right. Here is what it looks like... Here is what it's supposed to look like... I've deleted it and tried everything I know how to fix it. Can someone please help?!
The ZOHO MAIL DONOT RECEIVE MAILS FROM GOOGLE AFTER 01/2015
The ZOHO MAIL DONOT RECEIVE MAILS FROM GOOGLE AFTER 01/2015
sort activities by due date
Hello, I have a small problem which is making me mad! After sorting my activities by due date and leaving the page, the sorting is lost when I return tne page. That means that I have to resort my activities every time I return to the page! I don t know what went wrong, because in the past it has always worked well... Please help me out with that! Thank you in advance, Dennis
Tabs on browser to reflect the tab that is active in Zoho
When using Zoho I normally have 4 tabs open on my web browser each with a different section. So for example, one would be open to activities, contacts and accounts It would be great if the web browser tab could change from Zoho CRM to Accounts when im in the accounts module.This would be great so i dont have to click between the different tabs to find the accounts webpage Is this possible... Does this make sense? Daryl Target Solutions
CONTACT FROM ONE COMPANY TO ANOTHER
When I move a contact from one account to another, the contact keeps the address and the phone number of the old account. Please could it be implemented so that we don't have'to manually change the address and telephone number. Thanks much Daryl
Best Practice - How can I view email conversations associated with CRM account names?
Looking for some discussion and possibilities on how to do this. We've got over 1,000 client locations. Each client location is currently represented with a child account and associated parent account. For some reason Zoho mail CRM only sorts incoming and outgoing emails by contacts instead of by account too. So if we have an email associated with an 'account', we can't see the corresponding email communication unless we also create a 'contact' with that email address. And even then it's only
Tab order for fields
I have my sections setup as two columns and when I put the cursor in the left top field (let's call it position 1Column,1Row) and then hit TAB, it goes to the field to the right (2C,1R) then next TAB goes down to 1C,2R. Can I adjust the order of the tabs, so it goes 1C,1R to 1C, 2R to 1C,3R, then at the bottom of the first column, it will go up to 2C,1R.
Setup problem
Hi, I have created new custom field 'Address'. It works ok for leads, contacts and accounts but .... it doesn't show in invoices Quotes and Invoices!!! How can I map these fields to make them visible in quotes and invoices?? Kasia
New Setup
Does anyone know of a good tech that can help us configure and setup custom fields in the the CRM to meet our needs? Thank you for any referral.
See emails from co-workers to contacts in CRM
Hi, I would like to see all the emails from me and my coworkers to contacts, now I can only see the ones that I have send. Any ideas? Thanks
Problem importing my potentials
I've import all contacts, customers... but cannot import potentials. any suggestion?
is there any specific method or API to insert records into customized table.
Hello I have created one table using chrome extension by creating one separate section. That table is still empty. I just wanted to insert records in that table. I know that there is one insertRecords API ,but for this API we need to create XML format.and for creating XML that field name must be same as the output of getRecords. So i have added one empty table but unable to get field name of same table in response of getRecords..so is there any specific method or API to insert records into customized
Insert AND Update via API
Hi, is possible to build a call to the API that Inserts and Updates records. I'd like to pass one array to the API that will update the vendors List if they already exist via the fields that are passed, and if it doesn't exist, it would insert them. Is this possible, or would I need to make two arrays (one for insert, one for modify) and make two calls? Thanks.
BCC Dropbox not working
Функция BCC Dropbox не работает. Это не связывает электронную почту к существующей свинца, и это не создает новую инициативу, когда нет ни одного уже присутствует. Мой е-мейл он просто никогда не появляется в Zoho.
Account record details
As of yesterday, when I log on and go to accounts, I get my account list with selected view. When I click on the record, the account details page has completely changed. It used to provide me with the entire details of the account and now I can only chose from a very select drop down window. What has changed? Is this a CRM software change or is it something an admin might have done?
To activate a new user
When I add a new user, normaly he receives an invitation in his mailboxo to join Zoho . In my case, it doesn' work. No mail in his inbox mail and not in his spambox. Do you have an idea. Thank you for your help.
Google Adwords integration with API contact integration
We're using the API to insert Contacts. We'd like to pass in the "zc_gad" field to supply it for the Google AdWords integration. Is that possible? If so, what is the XML element for the <Leads><row>? https://www.zoho.com/crm/help/api/insertrecords.html#Insert_records_into_Zoho_CRM_from_third-party_applications
Populating with Word and Zoho CRM
Does anyone know how to populate with Zoho CRM and a Word Document populate? How do I populate a word document from Microsoft word and integrade a specific Customer's infomation from the ZOHO CRM? Please see the document I attached which are the fields I need to populate? In addition, do we need Microsoft Office Professional Plus or just Microsoft Office Professional - - and which version (2010 or 2013) we have 2010 on our computers and its really important that we are able to get all of our customers
Upgrading Lead record layout
Hi folks, Am hoping this one is easy: I need to re-configure the our custom Lead Module layout. Can I create a beta version while still leaving in place the existing layout to maintain case management? Many thanks, Marc
Update Existing leads through API
Hi i need some help with this, I have web forms where clients enter 4 fields that get pushed into my CRM leads module. Then in the sales process i need them to fill in a new form which i have developed and sorted, but through API i need to be able to update the existing leads with new data. The problem that i am facing is how do i direct the update API to the unique Id's? I ask this because with new leads coming in everyday how can i point to new id's that dont exist yet. From what i have seen the
Company Logo Size Limit
Is there any way I can increase the company logo size limit to something greater than 20kb? It is incredibly limiting and discourages the use of many core functions of Zoho CRM, including estimating and invoicing. Thank you for your help.
? Leads - Is there an easy way to store "archived" leads.
We all know that timing sometimes is very off. How do you store leads that might have an opportunity creaping up, but don't have one yet. Say for instance they say they are principally interested, but have to take a rain check to august. I would not like for it to clog up my Leads list as I don't have a "best by date" - nor a "Try again" field there... Nor do I really like to convert it to an opportunity, as it's still very much an unqualified idea.
Custom function awareness
Can I determine in a Custom Function which Workflow it was triggered from? How about which Module it is associated with? Can I enumerate all the fields for the a specific Module? Oliver
Auto format field using Custom Function
I'm thinking of implementing a Custom Function to automatically format my phone fields. I envision a Workflow that calls that Custom Function when my "Phone" field of a "Contact" gets edited. Up to here it seems pretty straight forward. However, how do I scale this to all my phone number fields in "Contacts" and further all phone number fields to "Accounts"? Is this possible with Custom Functions or is there a better way of implementing this? Oliver
Can we embed our API code In Zoho CRM to integrate any other web application with Zoho CRM like Xero, DocuSign, Fedex and more others
I have integrated Xero and DocuSign API's in Sugar CRM. Now I want to integrate Xero with Zoho CRM. Can I embed Xero API in Zaho CRM. In Zoho CRM we can send notification to a rest web service or URL. I know that I can integrate Xero with Zoho CRM through developing a third party web Application in which I can use Zoho CRM API. Can we import or export any module or code file from Zoho CRM? Can we add Xero API code in Zoho CRM? Any other Solution, Suggestion OR Guidelines.. Thanks.
What's wrong with how I'm using searchRecords?
This was working not long ago but is failing now: $ curl -k 'https://crm.zoho.com/crm/private/json/Leads/searchRecords?authtoken=MyToken&scope=crmapi' {"response":{"error":{"message":"Unable to process your request. Please verify if the name and value is appropriate for the \"criteria\" parameter.","code":"4600"},"uri":"/crm/private/json/Leads/searchRecords"}} According to the doco, the criteria is not a required field, and even if I add a criteria it still results in the same error.
campaing and oportunities
Hi When I create a new Opportunity since specific campaign, the opportunity don't associate with this campaign. Then, I can't see the results Opportunity by campaign I think it is possible to relate campaigns with opportunities, because the goal of the action is to generate sales leads. Can you automatically create an opportunity when a prospect / contact clicks a mail sent from ZOHO CAMPAIGNS or complete a linked to ZOHO CRM on a website form? Thanks Juan
Links
hello How can I make a link (see picture) Zoho Doc opens with the specified folder ? Thanks for help.
Creating the add comments (in cases) function in Leads
Hi, I really like the add comment function in cases, where I get a stamp on the user and the time. I have experimented the formula field to create a similar field for leads, but haven't succeeded. Is there a set formula I can use for this or another way to get this function in leads? thanks, F
searchRecords in Custom Modules and then updating the found record
I am having trouble with how to search for a record with a given input and then updating the found record with a 2nd input. What I am trying to do is to take an input, search for a record in CustomModule3 that has that Name, there will only be one. Then, I want to update the found record with the 2nd input. The issues are in Lines 1 and 4. I've tried many variations and having trouble as I'm not finding much in regards to addressing Custom Modules in functions in the documentation. Thought I'd
Push data from Zoho CRM to Gravity Forms
Hi folks - am not technical but would like to know if it's possible to push data from Zoho CRM to the Gravity form plugin by entering a unique case value corresponding to a Lead? I know the Gravity plug-in can update the CRM but can it display field data from a Lead? Many thanks!
e-mail address
I am registered with a certain e-mail address but i would like to change this. How is this done??
unable to add an email to zoho crm - error 'email already in use'
I am unable to add new email to zoho crm because I receive an error " email already in use'. I am certain this is because I attempted to add to zoho crm then I had to add to zoho accounts in order to use the zoho email add on. Does anyone know where and how to remove the email from zoho crm first. The email I want to delete (so I can add to Zoho Accounts first) is still showing up in Setup-->Personal Settings -->Email Settings --> Send email as Any help is appreciated as I will have to move to
Update record using API
I need a script I can publish on my website, that allows for updating of a record in my Zoho CRM database. It would function very similar to the "Unsubscribe" function Zoho provides, but instead of updating the "Email Opt-Out" flag for the given email, it would update a particular field for a given contactId and a value for that field (passed as 2 parameters). This sounds simple enough, but with no experience with the Zoho API I'm at a loss where even to begin. I have implemented this functionality
I need help setting up our territories on Zoho
Hi! We have a simple hierarchy. The territory managers report to the CEO. Each territory has 1 AE who reports into them. Right now, I want the CEO to be able to see what the territory managers (and their AE's) activities are in Zoho. I want the Territory managers to be able to see their AE's activities and also be able to roll up their opportunities based on territory. Lastly, I want to be able to assign the Leads, Accounts, and Campaigns by territories. How do I do all of this? Thanks! Denise
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