Feeds Report
Does anyone know if the ability exists to turn your Feeds into a Report? Our company would like to use if for monthly reports, but I cant find a way to get all the fields that Feeds shows into one Report. Thanks!
Zoho CRM Mail problem
Hello I got a problem with the email in Zoho Crm. When I want to send an appointment confirmation the mail won't open or when it opens it remains blank. Could you help me please.
Can't access my account
I created my Zoho CRM account well over a year ago. I ave not used it since. Now I want to get back into CRM and I'm getting a message "Contact your CRM administrator for Zoho CRM access". I'm self-employed. Who do I contact to get this account back in service? Thanks.
Upgrading from Old Professional to New Edition Professional
Hi - I am considering upgrading to the old professional edition ($12/month) to the new professional edition ($20/month). When I follow the prompts and hit proceed with the upgrade, nothing happens. The link does not goes anywhere. Is this upgrade possible? What do I need to do? Thanks, Derrick Smith 248-752-8291
API Integrations
I am having difficulty working with my developer on an API project. We are pulling data from a third party site and would llke to import this data into custom fields with a module in Zoho CRM. Can this be done directly, or do I need to use Zoho Creator to make a form to hold the data?
crm mail problem
Hello Recenty I got issues with mailing to contacts. Sometimes if I want to send a appointment confirmation it works. But most of the times the mail won't open, or when it does it opens a blank field. I hope you can help me.
How to know the name of the ID field in a module
Hi, I'm trying to integrate our application with Zoho CRM, and I want to provide a way for our users to map a module in Zoho to a module in our application. For this, I'm saving the ID of the Zoho record into our database. Is there a way to know the name of the field containing the ID in each module? Is there a pattern, or somewhere I can get the info from ? It looks as if it is the singular version of the module name with "ID" at the end, all in upper case, but what if the module name has more
New records not available for other users (or even for me).
We still do not make intensive work on CRM, but we are experiencing this issue sometimes and it is very disturbing. After adding a new lead or contact to ZOHO, we cannot find it on a simple search. Other users from the company or even myself are not able to find the record. Some other times, one user can search for the record but the other user cannot, for the same simple search. As this is not an easy thing to reproduce, can you please give me some guidelines on how to avoid or track this problem
sync - new contacts into accounts
Hi I have imported a Dbase as we are using Account only at the moment, but there are several contacts as well as the main contact for some of the accounts example. Account name: London County Council Contacts - several contact How can I merge these contacts as 'new' contacts within the Account please without having to manually do this? Angela
Associate a campaign to a new lead
How come the campaign field does not show up when I create a new lead? I understand that I can go to the CAMPAIGNS section and upload or add leads. But how do I add new leads from the leads menu without having to go to the campaigns > edit section. Its a waste of time to do that. Diego
Emails deleted from CRM
It appears that if I delete an email from the Emails tab in Zoho CRM, it deletes it from the linked email to the Contact in CRM. Any way to fix this? I do not want to have a folder with thousands of emails. I know that other CRM's will save the message in the database so deleting from the source (Zoho mail) does not remove from the contact/lead/opportunity. Zoho mail is pulling from my POP 3 account. Any help is appreciated as this is a very important part of my tracking.
Can be translated to Spanish options drop-down lists
Can be translated to Spanish options drop-down lists , for example the account types , sectors , among others ?
Share contacts
Hi! How can other users see my contacts? Thank you!
Error in exporting my quote in pdf
In formulating my quotes, if I write " ^p " in the text filed "${Quotes.Product Description}" I can not export the ".pdf" file.
Task Automation. Need help please!
Hi everyone, I was wondering if someone could help me with a task automation process. I would like to create a rule that is triggered everytime that one of our account's turnover goes down. So our sales rep can be aware of this by creating a follow up task for them. I would like to know if anyone could give me some piece of advise on how to create this rule. It will be very useful for me and I hope it can help someone else. BTW I am running the Standard version. Thanks in advance.
CRM API Lead Email Section
Hi, In CRM, can I send an email in the Lead section using the API in the same way as within the user interface under the "Email" section. Thanks in advance! Kai
Non-concordance d’objectif
Bonjour à tous, Non-concordance d'objectif ??? ce est que me marque CE mon CRM sur ma prévision de décembre !!! qu'est ce que CELA Veut bien dire? D'avance merci pour vos Réponses
Potentials are repeated several times in my report, giving wrong indications
Hello, I started to notice that Zoho reports, is repeating my potentials several times in the reports, although they are only appearing once in the potentials. I am attaching a screens shot Best Regards Ahmed ElRidi
Group Pricing
We are using Magento with Zoho CRM through Zapier. We have group pricing for different customer groups is there anyway of that showing in Zoho when doing quotes? or do we have to alter that for each quote we do?
Notes ID Number Question When Importing
i have mass imported some fields and need to update the notes. I have asked this question before but got no real clear answer by Zoho staff. I need to know what Note ID numbers are free for me to use, i do not want to risk overwriting existing notes.
Data Entry Box
In my email, data entry box reads "Unsupported feature: [com.google.gadgets.analytics]"
Resend Invite Feature Just Hangs on Please Wait
Tried to re-send an invite for a new user. First time it said that the NEW invite was no longer valid. Trying to send another new invite It just hangs on the Please Wait with the Bars https://crm.zoho.com/crm/ShowSetup.do?tab=usersPermi&subTab=users
Individual Zoho emails for each new lead
At the moment alot of our communication with clients is run thru gmail. Emails are then copied and pasted into the relevant lead/contact. in Zoho. Is there a way this can happen automatically. It would be great if each lead/contact had its own unique zoho email address which could be included in all correspondence and a copy of the communication would be saved in the relevant client details.
Report for Warranty work
I am a home builder and I would like to set up cases or other module to handle warranty work after home closing. My customer (contacts) give us a list of warranty items to correct 60 days and 10 months after closing. We then give the warranty item to a vendor to do the work. I would like to enter each warranty item and be able to print a report with the warranty item description and the customers contact information and the vendors contact information. Any help would be appreciated.
Is this set up to do B to C, looks like it's only for B to B...Help!
Hello All, My company does B to C and it looks like this CRM is set up to do B to B. For example, I would like to migrate my leads from leads to clients however this system seems to require an "account". Because I don't do business with companies, I feel this step isn't necessary. How would I go about migrating clients from lead status to a client management system??
Customizing view (under the Quick Actions) in Accounting view
Hello there, I am curious to know if there is a way to customize what is actually populated here? In this case... we would like to customize what is shown here as a 'snapshot' sort-a-speak for the activity with the account... what we would like to customize would be the following: Quotes (Potentials) in Pipeline Won Quotes (Potentials) I have attached a screen shot... Gosh... I do hope this makes sense as I am not even sure what this area would be considered in Zoho terms??? Thank you in advance,
I do not know how to continue to use the CRM for my quotes
I am very very upset about the last update about quotes, I can no longer work. The best feature of the CRM is the global search, and now are in trouble; months of work and project. I repeat, the same "product" for me may have different characteristics (virtual examples): "product", "matrix", "search method" zinc, food, 05 (ICP-MS) 2012 Rev.1 zinc, water, EPA 6010C 2007 zinc, waste water, EPA 6010D 2007 zinc, potable water, 05 (ICP-MS) 2012 Rev.2 I do not know how to continue to use the CRM for my
Can members of the same group/company be at different levels of Zoho subscription?
We are under a trial period with Zoho and for some of the sales team, a basic level is fine. But for our marketing team, I would like them to be at a higher level of subscription. Is it possible for members of the same team/company to be at different subscription levels per month to have additional features? Or does everyone in the same group/company have to be at the same subscription level? Please advise. Thanks in advance for your help. Best, Brian
Task automation. Help please!!!
Hi everyone, I would like to create a workflow rule for the sales rep that is triggered everytime that one of the accounts' turnover goes down. So a new task is created for the sales rep and then they can keep track on those accounts that are performing badly. Please if anyone can give me some piece of advise I will be pleased. Thanks in advance and i hope this can help someone else with the same problem.
Cost of email add on
I am confused on what package I need to buy- 1/ I want to send email from Outlook as well as ZOHO and haver history kept for both way 2/ I want to add fields in my email for mail merge 3/ i wish to use TAGS to organize my leads/contact Thats about it...what package allows for this? Will the $12/mo do that for me?
How can I upload contacts in 2 geographic categories?
Hi! I'd like to be able to upload one list of contacts from my home state, and then a separate list of contacts from outside my home state. Is there a way to do this? Otherwise, I upload one list and need to separate it myself. This isn't entirely accurate and so I can get the same names on the two lists. I'm open to suggestions here. Thanks, Tove
Away Message
How do you set up an away message?
Workflow
When I change the stage for a potential I would like for a calendar event automatically to be created with the potential name and other associated data. Please Help?
New contacts under leads
I´m confused. in LEADS the company field is not active. Therefor I cannot assign new contacts to this lead. Why is that. It is not handy because a lead focusses on a company and not on a person and sometimes its a quest to find the person responsible. But you still want to see the history of calling to this company and all the relevant information of how you got there and to see additional notes you made at other contacts. Is this because we use the free version>
Is it possible to have different users subscriptins linked to same account?
Hi, I have the need for two kinds of users in my account: 1- the ones who have all the features offered 2- a user who will work only manually feeding leads/potentials from phone calls (basic). Do I need to buy them all Enterprise accounts or only for category 1 and the rest will use more modest subscriptions?
FEEDS - avoid having the outlook calendar tracked on feeds
i want to avoid having my personal calender on feeds ( as in the below print screen) - how do i do it?
4401 API Error
Hi I'm running an API request to the URL : https://crm.zoho.com/crm/private/xml/Leads/insertRecords with the xmlData <Potentials> <row no="1"> <FL val="Potential Owner">Owner Name</FL> <FL val="Potential Name">Potential Name</FL> <FL val="Account Name">Account Name</FL> <FL val="Closing Date">Closing Date</FL> <FL val="Stage">Stage</FL> <FL val="Contact Name">Contact Name</FL> </row> </Potentials> I've made a number of changes on the Potentials Module I've changed its tag to 'Deals' I've also
Zoho CRM : Problem Inserting Invoice via API
Trying to insert an invoice into Zoho CRM but always getting a response of: <response uri="/crm/private/xml/Invoices/insertRecords"><error><code>4500</code><message>Problem occurred while processing the request</message></error></response> which is not that helpful. I would greatly appreciate guidance as to where this message format is wrong. Also, finding it confusing about when field names have spaces in them or not eg. "Product Details" url: https://crm.zoho.com/crm/private/xml/Invoices/insertRecords
Sending multiple emails to different Vendors from one potentail
Hi, we are using Proffesional version of CRM for multiple users. We would like to send out personalized emails to multiple vendors directly from one potential. VENDORS (added custom field): -VENDOR SERVICES/PRODUCTS TYPE - which is a multiple-select field (all the different services/products that a certain vendor can supply) POTENTIALS (added custom field): -POTENTIAL SERVICE/PRODUCTS TYPE - which is a pick-list field (one service/product type that is related to this potential) -POTENTIAL SERVICE
My colleague can't sync the whole contact directory to her Outlook database
Hi all ! I'm trying to male the outlook plugin work for my colleague. So we install the outlook plugin (Outlook 2013), everything is fin and we can sign in with her credentials. We we try to sync the contact database , it doesn't work. I'm the one who created the contact but everyone should be able de to see it and sync the whole contact database to local outlook contact database. Another thing is we tried to send an email from outlook to a sync contact but when we send it, no email item appears
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