Can I get related Potentials from a lead?
This is the url I'm using: https://crm.zoho.com/crm/private/json/Potentials/getRelatedRecords?authtoken='+AUTHTOKEN_ZOHO+'&scope=crmapi&parentModule=Leads&id='+str(leadid) and I'm getting an error code 4401 that reads "Unable to populate data, please check if mandatory value is entered correctly." Am I able to get related Potentials? Is my url wrong?
getsearchrecords on leads returns there is no data to show
Hello, While searching Leads based on company name in zoho the API returns a message with the following response {"response":{"nodata":{"message":"There is no data to show","code":"4422"},"uri":"/crm/pr ivate/json/Leads/getSearchRecords"}} When a search is done manually in zoho based on company name by clicking the search that comes under Leads, the Leads doesn't exist in zoho. But when the search is done using the general search button present on Right Hand Side on zoho(which provides various check
Run Macro in Custom Modules and More!
Here are a few minor enhancements that will make using Zoho CRM easier for you. To begin with, we have a couple of features that are now supported in custom modules. You can now run macros for selected records from the List View of your custom module. Besides this, you can also send mails to selected contacts from the List View. Macros are a huge timesaving feature. If you have a set of actions to do repeatedly for a bunch of records, you can save time by just running a macro instead of manually
Double ownership
Hello all, In our company all the external sales people have an internal sales person as a back-up/teammember. So for every account there are, in reality, TWO owners. Both of these should be defined at the level of account module. I would have solved this by creating a lookup field searching for "users", but this does not exist. Does anyone have another solution (other than creating a picklist with all usernames)? Thank you! Grts, Shanti
Api rejects fields with ampersand
For example if i have a company name 'Father & Son' the record errors. I have to change all '&' to 'and' before pushing.
Transferring address details when converting leads
When converting a lead to an account and contact does anyone else find the address detail disappear ? That once they are saved in Leads and the lead is converted they do not show up in the other field.
Sharing Calendars
Hi, I am wanting to find out how we can see each others calendars so as to make sure we don't double book. Thanks in advance Nigel
How do I handle two separate customer groups ?
Hello, I have recently started a second line of business and this now raises the question how to distinguish the two different contact groups. So far, the second contact group is filed as "leads", but this is not sustainable. If I put both contact groups into "contacts", I will not be able to distinguish the two lines of business and cannot send targeted email campaigns to one group. Should I open a second Zoho account for the new business line or is there a smart way to deal with this within one
Mass e mail address change
please can some one tell me where to go to reset the e mail address for mass e mails it was set up long time back, and now i need to assign a new e mail address.
custom fields in different sections
Is it possible to show into the so said "visit card" the value of a custom field from activities section? Thanks from Italy
Dear, is it possible to download our past ZOHO invoices somewhere?
The past invoices came in our spam fodler and were accidentally deleted. Can they be downloaded (again?) And if yes, where? Thanks!
if it exist a specific way to search a company in zoho ?
Hello I have just a question, i would like to know if it exist a specific way to search a company in zoho. To explain : we have a society named "but" and we can't find it with the zoho research system. We would like to know if it's because of inadequate number of letters or just because of a trouble ? is it possible to configure something ?
Twitter link not working in Zoho CRM
I click to try and find/link a Twitter profile to a profile in Zoho CRM. It loads, but does not pull up any results/options. - David
Related To in Tasks defaulting to Vendors
The default lookup for the 'Related To' field in 'New Task' is defaulting to 'Vendors'. Previously this defaulted to 'Accounts' and this is our preferred option. Not understanding why the change took place. Any suggestions on how to restore this default?
Mass updating a contact's "Account"
Hi, I see there is a way to mass update almost everything except "Account name." I am using the CRM version and Campaign to manage communications between groups of my contacts. I want to be able to move people around between accounts on a regular basis. Is there an easy way of doing this? Thanks in advance!
One report Clients and leads together
Hello, I hope any one can help me. We are normaly working with leads, but recently also with clients. I have a field that says 'newsletter yes/no'. I want to make a report from both leads and clients to get e-mail addresses from them. I can't find where to put them together in one report. Hope somebody can help me. Greetings Karin
Live Support
One Reason why we decided for Zoho, was the Live Chat Support wich was available when we tested it. Now we purchased and the Live Support is gone. This is very poor. I did not find any word about the fact that Live Support is only available durning the Pre-Sales Testing.
Email customers by Product usage
We have a number of (software) Products and we add these to each customer account as they buy to keep the record accurate. Sometimes we have offers or upgrades and so we want to be able to create a list of customers who have a particular product and then mail them. But Product is not in the criteria list for Campaigns or mass emails, it appears, so how do we do this?
Funnel or Pipeline from lead to sale
I want to be able to track my pipeline or funnel with a conversion rate from Lead to a closed sale (including the different stages of the contact or potential). I can't find a way to group leads and contacts (or potentials) so that I can visualize a report with this pipeline. It seems I have to have a report for leads and a separate one for contacts. Is there anyway to consolidate a funnel or report throughout the whole sales cycle? Basically I would like to see: Leads Potential Stage 1
WEB Form - Field list
I am creating a custom web form, I don't want to have "first name" as a field, but doesn't let me delete it...? Tks!
Syntax for subtracting hours from a datetime field
I'd like to build a formula that populates a Date/Time 4 hours earlier than a Date Time Field. Example: Door Time: August 25, 2014, 6pm Custom Formula (Load In Time) = August 25, 2014, 2pm Thanks!
Zoho CRM has become bery slow even freezing the browser window while calling up menu functions
Very bad when trying to customize a report that almost certainly freezes the window. We are using Chrome and Firefox in most recent versions and both seems to have the same result. Other online apps such as GMail are not affected so Internet is not the issue. Can you please review and help this out. This issue is dragging on for weeks and exhausting us by the day. Many thanks! .silvio
Is there a particular directory to install the adaptor?
Before I go further, I have installed Asterisk and works ok. I have edited the files etc ready to copy to a directory on the Asterisk machine. My question before I do this is, does the zoho folder need to be in a specific dir on the asterisk machine i.e. /etc/asterisk/ or can it reside anywhere on the asterisk machine?
Identifying Existing Account from a New CSV list
I typically work with small lists that I copy and paste account name into search to see if it exists already in our ZOHO crm before I choose which ones to mass import. My problem now is that I just received a large list of prospects. Is there a way to have crm do a mass search to let me know which companies already exist in our CRM? Should I break it into group of say 100 to import and choose "skip" when importing? If I choose "skip" option when importing, will crm provide me with a list of which
Potential Amount Field Driven by Quote Total(s)
Is it possible to have the Potential Amount Field driven by the total amount (of all products less discounts) associated with a Quote? Any help would be greatly appreciated...
Export in other than iso 8859 1
Hi Zoho team, Please kindly build an option where we can choose what kind of export we want for our Leads/Accounts. iso 8859 1 is a very old charset. If you could use UTF-8 (UTF-16) it would save us all alot. We have to move our data between our ERP and sometimes in the description of the lead there is a comma found and messes up all our customer tables. With best regards Tomi
Looking for Nice Chat Interaction with Zoho CRM integration
Hello Pleas etell about nice chat interactions which you integrated into Zoho CRM. Focus flat design, simple, simple, but with intelligent session based redisplay of dialogue. Thanks for ideas... ...beside https://www.zoho.com/livedesk/help/integration-with-zoho-crm.html
Managing email blast campaigns
I am planning on sending out a mass email using a template in CRM. How do I track the mass email performance stats, e.g., received, opened, unsubscribed...etc? Do I need to associate/integrate the mass email with a campaign? Thanks, Dave
delete records with invalid id
When I try to delete records with an invalid ID the response does not say that the id is invalid - it acts as if the records is deleted. Is this going to be changed?
Custom fields in all modules
I have used CRM for a while in the UK and have created a very useful database, however I created some custom address fields in the Accounts module, namely Address 1, Address 2, Town and Post Code. The Americanisation of the standard address fields within Zoho CRM are not suitable for the UK, that is why these fields were created, and the original data was imported with the correct fields, as I want them. I want to display these fields in the Contacts and invoice modules, in fact any module where
Google Drive Upload Conversion Issue
I've been attaching my vendor's (tutors) schedules, so that my colleagues and I can access their availability when we search for their name. The first time I uploaded one via Google drive, the file opened as a Google drive file & I was able to make updates that saved automatically. Since then, all the subsequent updates have changed the file format to open in either Zoho docs (where I can make changes, but can't save) or it opens as an MS office file (where I have to open another 3rd party software
Improved Notes / Collaboration / Notification System
We are currently trialling Zoho and are quite impressed with how feature rich it is. We're not entirely sure about the user interface design in a lot of places and would like to see some improvements if possible but we think we may be committing to a subscription soon regardless. We use Teamwork.com for our Project Management which is very, very slick and intuitive and we think that you should take a look at how slick some of the features are on this platform for some inspiration. We are slightly
ZoHo Reports data problems
All of a sudden, about 4 weeks ago, our ZoHo CRM "Events" report begin showing multiple erroneous "events". Any ideas how to fix?
Can you access custom modules from the api?
I want to create a custom module and be able to use the apis for it. Is this possible?
Connecting events/tasks/notes in one central location
I also am a new user, and can't figure out how to connect an event with a contact. The event was created first and we have now added the new contact. We seem to have issues with connecting notes/tasks in one area (account, contact) with the main account.
Change the columns order in search results
I would like to ask you if there is any way to change the order of columns in Search matching Contacts. I would like to have Full Name first and then the other fields.
Potentials appearing more than once in custom reports
Hi, I created some custom reports to look at potentials by stage, and project owner. However in the report, some of the potentials appear twice, or even three times. Has anyone else encountered this? Thanks,
Where has CRM gone
My Colleague has signed into ZOHO today and CRM does not appear only Live Desk....please explain why this has happened. Her name is Jame Withey.
Real-time support?
Is there no real-time support for Zoho CRM? Is there someplace to go to do an online chat iwth a tech rep? tg
Customizing layout for Notes in Global Search
When having a general search I would like to have showing the date Note was created. I looked for this option but could not find it. Could you please inform how to do it? This is very helpful when looking for a note in a certain date. Thanks and Best Regards Cesar Fracalanza
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