Facebook Lead Link
I am not able to link a Facebook lead for friends. I have tried several variations of the name and it simply will not work. For example, if I have a lead named Nathaniel Tucker that I'm a friend with on Facebook, it does not find them. If I try to add the middle name or the city/state at the end, it still doesn't work. Please advise. nt
Tasks disappearing on edit
We are having issues with edited activities saving on the contact closed activities. I understand that it needs to be related to the Account, but even with this it is disappearing. The call will save the first time, but if she edits the call it disappears. When you edit the call box it shows Related to and contact populated, but when you save it empties the info so is not attaching to the contact/account, it empties all the fields. I have attached screen shots of the steps and results. Something
How to find duplicate Leads in the Leads module AND/OR in the Contacts module
How to find duplicate Leads in the Leads module AND/OR in the Contacts module I need to clean up a small database of 2000 leads and 300 contacts before adding 4000 more leads. How can I quickly identify if there are ANY duplicate emails in Leads or Contacts? Thank you. George
Resource Calendar in Zoho CRM
Is there a way to create a resource calendar and create events for it? For example, we run an installation crew, and that would be a "resource". The other example would be a meeting room, or a projector.
Language issue (Spanish)
I am in the process of trying Zoho CRM and I have bumped into an issue with the language. I have the system configured to Spanish, but quotes come out in English. Also, some fields when creating a Product or Price Catalog, etc, are in English.
XML for Multiple Options of an Multiselect Pick List
Trying to get the XML right using the API. The XML code itself is: <?xml version="1.0" encoding="utf-8"?> <Contacts> <row no="1"> <FL val="First Name">'.$firstName.'</FL> <FL val="Last Name">'.$lastName.'</FL> <FL val="Account Name">'.$organization.'</FL> <FL val="Email">'.$email.'</FL> <FL val="Mailing Street">'.$address.'</FL> <FL val="Mailing City">'.$city.'</FL> <FL val="Mailing State">'.$state.'</FL> <FL val="Mailing Code">'.$code.'</FL>
I want to compare values from fields in 2 different modules
I want to compare values from fields in 2 different modules, to use on a Workflow Rule. I need to check if the field "Discount %" on module Quote is greater than the same field on the related module Account. Both are custom fields.
"Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter."
Hi I am trying to insert a lead. I am following the examples, even using the same xml. Here is the xml I am using (it probably looks familiar); <Leads> <row no="1"> <FL val="Lead Source">Web Download</FL> <FL val="Company">Your Company</FL> <FL val="First Name">Hannah</FL> <FL val="Last Name">Smith</FL> <FL val="Email">testing@testing.com</FL> <FL val="Title">Manager</FL> <FL val="Phone">1234567890</FL> <FL val="Home Phone">0987654321</FL> <FL val="Other Phone">1212211212</FL> <FL val="Fax">02927272626</FL>
cannot POST xmlData via the request body to create or update records (414 Request-URI Too Large error)
Hello, I use the API insertRecords and updateRecords methods to create and update entries (contacts, accounts, products, sales orders...) in ZohoCRM. I encounter "414 Request-URI Too Large" errors when the value for the xmlData parameter is too big, which happens when creating or updating sales orders which embed many products. Indeed, the calls I make are as follows (I stripped out the auth token, the item id and the url-encoded serialized XML for safety and concision): POST crm.zoho.com/crm/private/json/SalesOrders/updateRecords?authtoken=[token]&scope=crmapi&id=[sales
Field Update Automation
It would be nice if a rule could trigger a field update that is a little more sophisticate than just putting text into a box. I would like to update a field based on another field. For example, set Invoices.Subject = Invoices.Invoice Number. Better yet, allow formulas - set Invoices.Subject = right(Invoices.Invoice Number, 6) The field update function seems very limited as it is now.
Bug With Creating Custom Fields
I don't know what changed but just today, we can no longer create custom fields (CRM). Please help. I've cleared my cache and cookies, logged in and logged out and tested on IE and Firefox -- all have the same problem.
Client anniversary - Gmail sync
Hi! We, in my country, have a Name Day. And I need to sync contacts with Gmail, because, this is only way to set reminders both for birthdays and name days Tried to make contacts anniversary date field but in Gmail, data format is not the same as in CRM. Is there a way to fix this? I am using paid ZOHO CRM
Mailing Labels City State Zip
I'm surprised this hasn't been fixed already. Your Mailing labels view is great, however you put each field on a seperate line We normally put City State Zip Code on one line. This should be a simple change. Please investigate. Moderation Update: The
problem importing data
Hi, I have a problem while importing my data from my CSV file. When I have to map the fields, the system suggests me only one column with all my fields. But in my CVS file, I have many separated column. Does someone can help me ? Do I have to modify my parameters ? Thank you very muck !
View/List two week old leads
Need to log in today, but see leads that were created 14 days ago. Similar to my "Yesterday's Leads", except I need two weeks out.
Overlapping Text
When I open Zoho CRM, the text in my leads and potentials is overlapping so that it is very difficult to read:
Automation of amount of a quote
Hello I am working with the automation of the amount of a quote letter could you help me?
Adding contacts via API doesn't import "Mailing Postal Code" and "Mailing Province" data
The contacts are importing correctly except for these two fields. Here is my code where I am building up the data I send to the API. It won't mean much except to illustrate my point : contact.Add(new KeyValuePair<string, string>("Mailing Street", customer.CombinedStreet)); contact.Add(new KeyValuePair<string, string>("Mailing Province", customer.StateName)); contact.Add(new KeyValuePair<string, string>("Mailing Postal Code", customer.PostCode)); contact.Add(new KeyValuePair<string, string>("Mailing
Zoho CRM Doesn't work with MS Office 2013.
You should warn people of this fact before people start paying money.... Your CRM service advertises a plug in that works with Windows 8 and MS Office/Outlook - It clearly does not. I have emailed zoho about the issue starting 8 days ago, both responses said they would get back to me, and even asked for a time. No one called. I then called them and finally got someone on the phone after 3 calls. I was on the phone for a little over an hour with no success at all. They said that a developer
Better search functionality
Hi guys, ZoHo CRM works well for us. What really disturbs my workflow however is the poor search functionality. It seems that you cannot filter on 'relevancy' of search results, nor does it control for spelling errors. For our business this is extra difficult, since our customers and target audience are in the same field and thus have similar names. IMO, an excellent search functionality is critical to any CRM these days. I do not need extra features; I need superb core functionality. Im wondering
How do I move contents in deparment to website?
Hello, I have many leads where I have made a common wrong entry. I have updated the website link in the department field. I was wondering if there is any way in which this can be done in a batch mode instead of one-by-one. Any suggestions are appreciated. Thank you, Arijit
Call Box Customization
I recently found out that when you relate a call to a campaign instead of account that the activity no longer shows on the account under closed activity. I find this in error, as I am placing the call on the account, but I need to relate it to a campaign to track focus/service line of call. Why is the call box not customizable? Is there an ETA when this may be available??
Task Notification Email Lacking Information
I asked support but will post here too. The email alert sent to inform someone of a task is too sparse. It could use a description of the task which you can enter when you set up the task. Here is what we see: Task Assignment Dear First Last, A new task has been assigned to you. Here is the requisite information Subject: TEST Task 1 Due Date: 07/17/2014 Regards, First Last
Signing In problem
Why does Zoho require me to re-enter my password every two weeks when logging in even though I check off "keep me logged in"?
Auto Processes - how to include account details
Hi I hope someone can shed some light on how to achieve this. The Problem. I have an automated process setup on a potential which monitors the signing up and transfer of an business energy contract from a current supplier to a new supplier. A selection of emails is sent to the contact listed on the potential to inform of progress. The contact is added via a look up field. Now I want to additionally send a few emails to an additional email address at key points during the transfer. This is in case
Can I see my earnings?
First of all, let me just say that I really like the CRM-system. It rocks! But... I have a question regarding reports. Since sales orders contain both listprice (my buying price) and the sales price, there should be some way of getting reports on how much a sales order generats in profit. As for now, I do this calculation myself and have added a field where I write "earning". But, since I put in the list price, is there no way of creating a report telling me how much I have earned during a month,
Do you need to have the enterprise account (US$35.00) in order to create custom modules?
Do you need to have the full account in order to create custom modules? thanks. I need to create maintenace module. And another thing can I add opportunities to a lead
Lead source
Can we add types of lead sources e.g. "craigslist" instead of "advertisement"? David
Custom Function - Update Field Value
I need assistance in creating a custom function. I want the Revenue Amount custom field in the Invoices module to update with the currency amount in the Grand Total field whenever the record is updated. I have created the workflow but need assistance on the exact code of the custom function. I was not able to find a sample code that matches in the support docs.
ZOHO SUBSCRIPTION
Please any one tell me how i know which subscription pack is i activated.I am new @zoho crm.
Email to Lead
When entering info on a lead from the lead list I scroll down and click on email (to send them info from us) the email template used to pop up and you can proceed with emailing your lead (while you are still on the phone with them). Now when I hit email nothing appears but when I close that lead the email template will appear and nothing else???
Invoice not displaying discounts
Hi Ladies & Gents I have completed my first invoice including discounts on line items. When pdf'ed or print viewed the discount totals do not show on the line items only the pre discounted list price. The grand total includes the discounts. The invoice does not read correctly for the customer. How do I display the correct line sub totals in the pdf I wish to send? I have attached a screen shot Hope you can help
Transfer Contact information to invoice?
When I do the 'Lookup' for the contact, is there a way to transfer over all of the contacts information? (of even select information from the contact?) It seems redundant to have to then type in the contact phone number after selecting it from the contact lookup field.
Product Details don't show up in any columns
I want to be able to see which products are associated with an invoice at a glance. I have the 'Product Details' column in the list in the 'Invoices' module, however nothing ever shows up in that field.
How to remove Lookup value using updateRecord
I have a Custom module called "Associates" or singular - "Associate". In the Accounts module I have a custom field with a lookup to the Associate custom module - fieldname: "TA Associate". There are situations in which I want to clear the Lookup (the equivalent to clicking the eraser icon next to the TA Associate field in the Accounts edit page). The following code snippet claims to succeed, but it doesn't actually clear the value. sAccountID = input.idAccount.toString(); respUpdate2 = zoho.crm.updateRecord(("Accounts"),
Query user 'role' or 'profile' from deluge script
Greetings, I'd like to search for a users' role as set by the "Users and Permissions" feature. I understand that this is different from a Contacts (zoho.crm.getRecordById) query. I need it to look up the manager or area that the user works in.
Is it possible to automatically modify the `Deadline` field of a `Task` if that deadline points to weekend date?
Hi, We are using workflow to create tasks with deadlines based on status changes in Leads and Opportunities. Can we check whether `Today + Duration of Task' points to a weekend and if so; to modify the deadline to point to the next Monday instead when creating the task? Regards,
Incoming mail problem
Hello Team, I have created a free account in zoho crm now... I'm able to send emails. but the incoming emails are not landing to the crm inbox. Please help!!
CRM Invoice Numbers
Hi The auto generated invoice number within CRM is too long. Can this be changed?
How to change the valus of a field (example phone value to text)
Hi I want to change or replace the values of the field that I have, for example I have the field Phone, and I want to converted or replace it original value to a value "text" I want to do this because I am using a Ninja Form and when I use the mask value for phone number in that form CRM it does not recognized that field. I tried to delete the field "Phone" and add a new field with value text, but the Enterprise edition does not allow me because said that I am reach the field amount for my enterprise
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