Google voice in Chrome -Zoho CRM useful feature
I have been looking for a worthwhile way to call contacts from Zoho CRM out of the browser. Seems that Zoho wants you to use skype (i use broadband card for internet, 5gb usage limit), I finally found an alternative solution. Open Zoho CRM in google chrome, download chrome google voice extension, and click to dial your contacts. Google voice will ring whatever line you choose and you use pick up the phone and it rings through to your contact.
More differentiation between modules
It has become apparent that when using Zoho every page/module looks similar. For example, when you are viewing an account, task, potential, etc they all have the exact same look. The only page that has a differentiated look is the contacts page because of the contact avatar and social icons. I propose that Zoho adds a colored indicator next to the name of the account, task, or potential. See attached image. This would be a nice graphical reference to what the page you are viewing. What do you
linking companies and contacts to mass update.
I have been using zoho for several years, find it a great product and for the most part can circumnavigate any issues I encounter. However the MAJOR bug bearer for me is not being able to mass update between Contacts and Companies ie when the last result in a company is changed to "meeting" I want to be able to mass update all the contacts we might have in that company to "do not contact" I can only do this as a report. I can't search my contacts for company last results so that it brings them up
Sort activities by time zone/state
Hi, I'm wondering if there is a way to sort my activities based on the time zone or state that the lead it is associated with is located in.
Notes: Text-only note field and attachments?
Does anybody know how to make the notes field for contacts/modules not a text only field as well as attach documents? This currently drives my team crazy not being able to include attachments/email addresses/url's directly to a note. Things like news articles, websites with company news, etc. Attaching documents straight to contacts/modules is great. Often times though attaching a pdf or excel file to a note is a must and a feature other CRM's offer. (see attached). Adding documents to contact
Imported Mailing List - Call-in Lead (How to Avoid Duplicate Entries)
I import my leads using a spreadheet. Then, I send out a direct mai lmarketing campaign to those people. If they call in, I have an answering service that takes the call and enters the information into the system as a lead. how do I avoid having a duplicate entry for a lead if the person that calls in has already been imported into the CRM via the mailing list? Thank you
What to do if you sell 2 products to one client?
I sold a customer a cargo trailer and put him in the CRM FREE. Then we sold him another one. How should I enter that into the CRM?
Selection menus from online CRM are not the same on App
I have noticed that my custom pick lists are not the same on my app version as on my full verison. I have a list for country names, but on the app it is just text box. Can anyone help me with this? Stuart
Workflow emails
Hello, I've a problem with my workflow automatic emails. Actually after resetting my "test workflow alerts", I recieve same mail 2 times (as you can see on the picture). I'd like to know why is this happening. It'll be really kind if anyone can help me out. Thanks in advance :)
Account upgrade
How can I upgrade my account from a free account to an account that will keep 2000 records
"Send Notification Email" problems for Events module
Hello, For some reason, the "Send Notification Email" function does nothing from the Events module, but it works as intended on the Tasks module. For a real-world example, see the "test1" job (a Task) which successfully delivered job details to my e-mail address. "test2" job (an Event) also has "Send Notification Email" checked but does not send a notification when the job is created. Any ideas? We need events to be delivered to our subcontractors in order for your CRM to be useful for us. Thanks,
User Roles
I've created an account in ZOHO and by default it lists me as the CEO of my company. Is there a way to edit that as I'd like to add the CEO as a user and would hate for him to think that I've taken his role.
Issues showing results from custom function in custom related list in Zoho CRM...formatting issue?
Sadly, my first post attempt was marked as spam - probably because I put in my example code in the body. I created a function that does a getURL API call, then pulled out pieces for display using XMLPath functions. I checked the API call, and it's returning data with no problem. However, I cannot get it to display in the custom related list itself (in this case it's under Contacts). I tried returning data using the suggested XML format as mentioned here: https://www.zoho.com/crm/help/customization/related-lists.html#Use_Third_Party_API
Whitelisting IPs which can access Zoho CRM
Dear All, Does Zoho CRM support whitelisting IP addresss that can access the CRM? Basically, we want to give access to only certain Desktop/Client locations from where Zoho CRM can be accessed. Thanks, Vineet
Way to Change Product Details in Invoice and Purchase Orders
I was wondering if it was possible to add and delete things from the invoices and purchase order's product details. I want to be able to add a column for categories, weight, value, etc. I searched in the forum and found that this was a suggested feature but I haven't heard if it is possible to customize the product details. Thank you!
Adding column to Product Details on Quote
Hello Zoho Support! In order to recognize same product from different vendors I am trying to add a column to the product details (Vendor Name). Any help on how could I achieve doing this on Zoho (Or filter the products based on the Account that would be awesome) would be highly highly highly appreciated As always thanks in advance for your hekp + kind regards, Jaime
Product Details under Quote module
The Product "section" under Quote details seems hard-coded - is there any way to change the fields that get brought in *from* the Products *to* the Quotes. We made a new field to "replace" the Description field (in Products) - it is now a text area field called Product Description, and that's the field we'd like to show. Thanks... Richard Brust http://www.rbrdatasolutions.com
Adding fields to the "Product Details"
https://help.zoho.com/portal/en/community/topic/quote-quote-details-product-details-customization Solomon, Is it really possible that such a "relatively" critical item has not yet been addressed by the Zoho technical development team? In my case, I won't refer to this omission as a deal breaker, but I can sure see how this would make the life of our salespeople much easier, as well as, my own. I would really like to get into the Product Details section of the "add new Quote" page (which hopefully
Calculated field in CRM updates inconsistently
Hi, I set up a calculated field in the CRM to essentially take a datetime field and simplify it down to a string with format of YY/MM. The formula works fine during routine interactions, but I've noticed that field updates inconsistently when doing create/updates of records via the API. Is there something else I need to do to make sure it triggers consistently? Thanks, Charlene
Search limit and tips and tricks
So I have a lot of subscriptions that I use Zoho and Authorize.net to keep track of. This involves looking up a contact whenever Authorize.net charges them. Today, I found out the hard way that Zoho only allows me to lookup 250 records per day (even though I can update upwards of thousands?). So how do I go about being able to get full usage of my update limit, if I can't find out who needs to be updated using a lookup? Theoretically I can only update 250 unique contacts per day if I do happen to
send an alert to manager if task not completed
how to send an alert to the manger if the task is not completed within 24 hours as well as set up an alert to manager if a defined field is not updated within 72 hours
Lead import errors
Trying to load a list of leads into CRM via .xls or .csv. The first load create error "List cannot contain more than 200 lines", so I broke the list in half. The first list (now 199 lines) loaded correctly. The second load creates error "List cannot contain more than 22 lines". I could use some help understanding the random number of maximum lines a load can accept please. Thanks in advancE
using InsertRecords with ACCOUNTID for contacts works on new contact insert, fails on contact update
Hi, I'm using the latest version of InsertRecords as follows: URL: https://crm.zoho.com/crm/private/xml/Accounts/insertRecords Post data: 'authtoken'=>'REDACTED', 'scope'=>'crmapi', 'newFormat'=>1, 'version'=>4, 'duplicateCheck'=>2 'xmlData'=> '<?xml version="1.0"?> <Contacts> <row no="1"> <![CDATA[]]> <FL val="First Name"> <![CDATA[D]]> </FL> <FL val="Last Name"> <![CDATA[L]]> </FL> <FL val="Email"> <![CDATA[dl@email.com]]> </FL> <FL val="Title"> <![CDATA[MyTitle]]> </FL> <FL val="Phone"> <![CDATA[(999)
Exporting Data from ZohoCRM to a Webservice via an XML
Hi All, I have been working on this for a while now and I need some advise. I have a 3rd party application which can retrieve information directly from a webservice in the form of XML and import directly into that application. I need to know, how do I export that data from Zoho in a specific XML format and have it sent directly to a webservice. Any help or advice will be appreciated.
Help with subscriptions
I am trialling zoho CRM, today I paid for a standard subscription but I actually wanted to trial the professional version for 15 days. Can someone assist please? Nathan
I want to setup for B2C - but might sell to B2B sometimes too
I want t set up ZOHO for B2C, but sometimes my product is bought from businesses. I got these instructions in my email: If you are into B2C,i.e business to consumers, then, you can remove accounts module by getting into setup->customization-> modules->manage module->select accounts->move it to list of unselected lists->save. I just wanted to ask if there are other things to setup other than just that.
Putting Tasks against Events
I want to see at series of tasks for each event which have due dates and specific users attached. Which version/subscription does this?
zoho crm android app not integrating with main crm
None of the info that I write in my zoho crm app from my galaxy note 3 are showing up on anything (not my laptop, not my desktop, not my company's reports) except for my mobile app. What is going on? I can see all my work that I have done from my app on my app but no one including me can see it anywhere else... And yes.. I have refreshed the app as well as deleted it and reinstalled it
Change ipad settings from "read only"
I use zoho crm all daiy on my MacBook; however, when using my ipad while out of the office I'm only allowed to "read," not edit anything. This is functionality that I need, so how may I change this setting (I don't see any way)? BTW, I'm using a paid subscription.
Help!
Why am I getting a Sorry,you have reached the maximum limit in your current edition << < March 2014 > >> S M T W T F S 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 (or) Loading... Please Wait... Permission Denied You do not have permission to view this component as corresponding module has been disabled in your profile settings (or) in Organize Tabs Loading... Lewiston Apartments Danny Beck Chevrolet Master Danny Beck TrinityRail (OCS) Red Stone Construction
Issue with Chart in pipeline report
Hi All, New to Zoho, trialling it to put in to my new place of work, after using MS CRM at 3 previous organisations. Am having some issues using the funnel chart with pipeline report, the funnel only shows 1 stage... Can anyone help? Nathan
format for migration of phone number data
I'm wondering what format is best to use when migrating phone numbers? We are getting ready to migrate data and see that our phone field is not uniform - Knowing which will work best would be helpful.
Google Apps Calendar 2-Way Sync Problem
Hello, I am able to create events in Zoho CRM and they appear in my Google Apps Calendar, however, events created in Google Apps calendar are not appearing in Zoho CRM despite the "2-Way Sync" option selected under my Google Apps settings in Zoho CRM. Can you help?
Quotes- Changing the order of line items
The products listed on our quotes need to be in a specific order, but often we skip/miss a product and don't realize it until we are finished with the quote. Currently we have to either delete the items and re-enter them in correct order, or just leave the item at the bottom of the list and hope the customer can figure it out. Is there a better way to change the order of the items? A click and drag feature?
Have two CRM accounts, one for each of our two users - want to delete one. Is this safe to do?
My business has several users of which I am one. I set up a CRM connected to my email but I never used it. My marketing manager (one of my Zoho users) set up a CRM connected to her email and this is the one which is being used. My question is, is it safe for me to delete my CRM without affecting the other so that I can be added as a user on the other? The last thing I want to do is to delete the one which we are actively using. I'm not sure if this is clear but I wait with anticipation for some direction.
Opportunity Products in Quotes...
I am quite new to the ZoHo CRM but I am trying to create a quote from within a potential/opportunity and I assumed that products would automatically come over from the opportunity once it was created, is this behavior possible? Our goal is to have the potential be the master and have quotes created once the opportunity has been updated. Thanks, Wes
Syncing Outlook contacts on new computer
I've recently switched computers, using Outlook 2013 with the add-in. Works great. Here's my problem: my contacts are no longer synced. How do I resync them in Zoho without creating duplicates?
Leads Details and Setup areas Greyed Out
When I am in the Leads module and I click a record the Leads Detail page is greyed out (still fully clickable and editable) *Screenshot 1 When I enter the setup screen it is the same thing *Screenshot #2 Mac OSX 10.9 Safari 7.0.1 Zoho Role is Administrator Screenshot 1 - http://prntscr.com/2p0me4 Screenshot 2 - http://prntscr.com/2p0lmu Questions - Why? How do I fix this? How do I prevent future occurrence? Thanks, Erick
Summary of completed activities on Company record
Hi Forum At the moment i'm using Sugar crm, whereby when i'm in the account view, I can get a full summary of all the completed activities, I couldnt see something similar here in Zoho, is this possible....without creating a report each time I go into the account record?
When in my Potentials - I cannot change the "stage" field
I am using Safari and always have for the last 9 months. This was not a problem until recently. So I create a potential and make it stage "qualification" - but them if it goes to "proposal" or "closed" I am now unable to change the stage status. There is no "edit" button that floats up when I put my cursor in the Stage field like there used to be. Can you help? Otherwise - I have no way to update my pipeline and make accurate forecasting. Thanks, Julie Mueller julie.mueller@qsample.com
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