Ability to TOTALLY partition a Zoho CRM database
Hi there The Territory Management capabilities in Zoho CRM are really good, in that we can control record visibility for Accounts, Contacts, Leads etc. We have a need to go further. We want to create a single CRM database that is shared by multiple firms, each able to see only their firm's records, but I think we have an insurmountable issue. When choosing a record's ownership, we only want firm X to be able to see users who work at that firm. They must not be able to see users who work for other
installable package for Zoho
Does Zoho api allows to create installable package for performing some actions, like creating child records of potentials.
Dual bookings
I am using my zoho crm to manage vacation rental properties. The only problem I am having is that, I need to prevent having multiple overlapping potentials to one account. I don't want to have double bookings, and make my guests mad. How can I achieve this? I prefer to have an e-mail response. Thanks in advance.
adding button on potential page
1.Can I add a button(for some action) on potential page using developer api? 2. Can child records of potential/opportunity be created by api? please clarify these.
how to dynamically import data from creator to crm?
I cant find any details on this, please help.
Custom field that is a calculated field off of other completed fields
We score each Potential as we develop the opportunity prior to bid. The score is comprised of the sum of a series of individual scores. We have created fields for each of the individual scores. These fields contain a drop down pick list with the options being 0,1,2,3..10 I would like to create a calculated field (not manually editable) based on the sum of the fields contain the individual scores. There does not appear to be a cell based function to access the value of another field automatically.
Adding Custom button to Potential Details
I'd like to add a custom button to the Potentila Detials page at the same level as the Edit/Delete/Clone/Print Preivew buttons. My custom button would trigger some business logic using information from the Potential record. Is this possible?
Zoho Send Email down...
Anyone else having an error message and cannot send emails with CRM? Even zoho creator hangs when trying to send emails... anyone else? eta on the fix?
Response Order for Inserting Leads
When inserting leads using the api you receive a response with the ID of the lead. Is here any way to determine the correct order or match the lead you inserted to the ID? They appear to be coming back in numerical order that doesn't correlate to the order the leads were submitted in. I'm inserting multiple leads per request. thanks.
Response Order on Inserting Leads
It seems like the ID in the response is ordered based on the ID number as opposed to the order of insertion. Is there any way to match it up with the order we inserted? For example if we insert (Lead1, Lead2, Lead3, Lead4) the order of the resulting response doesn't match and we get something like (id for Lead2, id for Lead3, id for Lead1, id for Lead4). It doesn't appear to be alpha ordered on name or email either. Any advice on how to order my inserts so that i can match up the id from the response?
Editing Custom Fields
I've created my set of custom fields, and made some mistakes. How do I edit the custom field - the field type, and which tabs the custom field is located (Lead/Potential/Account)?
CONTACT INFO
OVER A WEEKAGO NOW, ZOHO WAS WORKING GOOD, BUT FOR SOME REASON NOW. AFTER I INPUT AN APPOINTMENT, AND TRY TO PRINT OUT FROM PRINT PREVIEW, ALL CONTACT INFO IS MISSING, ITS IN THE MAIN APPOINTMENT. DID I MISS AN UPDATE OR SOMETHING?
Create Report To Track What % of Potentials Become Closed Won
I'm trying to create a report that tells me what % of potential new jobs I win. I assume this will be pretty simple but can't find a way to do it. I see I can do something similar through Leads but I work as a copywriter for a lot of web development partners. So they have a potential project, send me the details and then I provide a quote and we go from there. So most of my work comes from only around 10 referral partners and because these are all contacts already I can't create new leads for them.
changing layout
hello, for some reason the layout of our contacts page changed compeletly. At the setup layout page, it apears the same, but on the contact's page the layout is compeletly different. what can do? i can't see any of contacts information.
zoho not working
did someone break slowho
sign-in problem
Help! Suddenly I can't sign in to my zoho CRM account! I was using it this morningwithout a problem. mconn@sfu.ca
View Custom Module via iPad
I created a custom module in Zoho CRM that works fine in the web environment. Our sales reps primarily use iPads in the field and have reported that they cannot see the custom module when using the Zoho CRM iPad app. Are custom modules viewable in the iPad app? If so, what settings do I need to change. John Galich
A third type of cases
Hi, I would like to know if it would be posible to have a third type of cases. We have Sales Opportunities and Cases now. Could we have (developing it or not) a third one? It would be as the current Cases but with a different label. Thanks
Creating a Purchase Order Template
I am trying to create a new Purchase Order in the Inventory Templates. It is proving very difficult as figures etc won't stay lined up or go where i want them to go! Does any one know if there is a simple way of achieving this? Or is it possible to import a Purchase Order from a word document?
HELP!!!
HELP!!! We've lost all our client details! Bits of code are appearing where the client details should be, like type='hidden' name='uiType_Description' id='uiType_Description' value='3'> I think this might have happened if somebody at Zoho was editing the code for the Clients page and forgot to close a tag or something. Can you fix it very quickly please? We really need to access our clients' details. Thanks rachel
failure in zoho plugin in outlook 2013
hi, I am (still)struggling with outlook 2013 integration on calender sync. I succeed in installing the zoho plugin and I can see the installation in the addin overview in the outlook settings, but the tab "zoho" fail to pop up in the tool bar. Does anyone know if the language version of outlook should have any impact on the zoho integration ? My windows version is 7 home edition and my office package is 365 home edition. Really hope that someone can help me. regards michael
Lead oder Kontakt bearbeiten
Wie geht das.? Einen Kontakt oder Ein Blei vom Tablett zu bearbeiten?
24 Hours Time Format Supported in Zoho CRM
The much awaited 24 hours Time Format is now available in Zoho CRM. Users can set their preferred time format in the User's Details page. Across Zoho CRM, the time format will be based on each user's preference. To give you a few examples, following are some of the places where you can see the change based on your time format preferences. Reports, List View, Dashboards, etc. Date Time field in the create/edit/view pages of all the modules. Example: Start Date Time & End Date Time in Create/Edit/View
CRM DATA BACKUP NEVER COMES
What are the possibilities of anyone from ZOHO Support Team solve our problem? We've ordered 3 times CRM databackup but it's impossible to have ir delivered in our mailbox. My company has Office 365 with Exchange Online and we've already checked the AntiSpam and filter configuration. We're not receiving the e-mail and we need it URGENT! I've talked to Vidya from Zoho Support Team but she did not solve our problem. I asked for her to send it for another e-mail (like gmail) or send us a link to download
field name customization
it would be great if it was possible to customize field names, so that, even if the application is not localized, we could at least put our own translation. This is particularly true for the printed invoices. I have looked through the configuration but I was only able to change the invoice section name, not the fields like billing address, ... Am I missing something ? Grégoire Welraeds
Trying to auto populate and event from Quotes
I have been trying to automate creating an a quote to auto make an event if a custom calendar field is made to present it on the calendar
When will Zoho get better?
I was curious when Zoho will be updated so its easy to use and functional? Even the forum area, it was difficult to find how to ask a question. There is no "Ask a Question" button or tab or link. I had to guess the "New Topic" is how I got here. Makes no sense.
How to autofill fields in leads from user data in zoho
Hi im trying to made that the lead form automatically fills some fields from the info of the User example Territory
How to track when a prospect goes from one commercial status to another?
Dear Zoho support team, Our CRM team is trying to find a way to save the leads' status change in the leads module. The concept is basic: once our sales people get to contact a lead they want to mark that lead as a "qualified prospect" for instance. Or, on the contrary, if that lead is not interested anymore, we're marking it as "closed prospect". Here is our need: we want to save the exact time/date and the nature of the status change and be able to show that status on the main leads table. Because
Send mail from ticket
When I open an existing ticket in Zoho CRM, I don't have the option to send an email from/for that ticket.. I can only add a task, but no email. What is the best way to create a follow-up email regarding a ticket (with ticket number, description and priority). Thanks, F.
copy of email to Zoho with CRM Professional
During my trial period I could BCC Zoho and the email would get attached to the record. Now that I am paying for the professional level this does not appear to work. Is that feature not offered in the Professional CRM package?
Mass mail from reports
We generate different reports in Zoho CRM, mostly based on cross module information (contacts + quotes). After having those reports I need to send a mass email to them. Now I'm doing it through a newsletter web service, but I would like to do it from Zpho CRM, directly, without need to export to CSV, import into this web service and then send email. Is possible to have that option now? If not, is something similar on your roadmap? and at least, is there some trick that can be done with one of many
B2C Is Not Just Turning off the Company Field!
So, I've been trying out several CRM systems, and for some reason they all keep doing things the same way. I totally understand the Leads/Accounts/Contacts from a business perspective, but it makes absolutely no sense from a B2C perspective. First off, most B2C businesses don't have the concept of non-qualified leads. A CD store is not cold-calling people asking them to come buy something. If they have someone's information, then that means they probably already bought something which means they
Printing from different templates
How can I easily choose between 2 different templates when I want to print? We enter orders into the invoice module and need to print a packing slip template. The default is an invoice template. is there a way to choose between templates rather than going in and changing the default within the setup module?
Prospects / email
I am trying to use this CRM thing to the fullest. I have the Outlook plugin. When I send an email to the prospect I can create a lead in ZOHO that keeps up with that email. If I am sending an email to request more information from a different source (for example if I am writing a vendor) can I attach it to the prospects email stream in ZOHO?
invite collaborateur
Hello, in CRM i create an event and i invite 1 collaborator. Why the event is not create in his ZCRM ? it's a problem because the event isn't create in Google Agenda too and my collaborator can miss an appointment !! Do you have a solution, or a date to fix this problem ? thanks you
E-mail Campaign setup and tracking
I am trying to figure out how to set up an e-mail campaign that will allow me to track, auto respond when a lead has clicked in and notify me that some one has clicked onto my e-mail. ZOHO says it's easy, but so far I have spent 5 hours trying to figure this out. Any experts out there?
Autoresponse emails
Hello, I notice that emails sent via an autoresponse trigger (eg. a webform) are not included in the Contact's email history. Will this be fixed in Zoho CRM? Also, is there a way to send a time-based 2nd automated email? eg. Contact fills out a form and receives an autmated email immediately. 1 day later they receive a 2nd email with a special offer. Can this be done?
Web form size
Our website requires the web form be not more than 400 pixels wide. It appears that the minimum width of the Zoho web form is 600 pixels. How can we over ride the minimum width? Thank you. Brad Bowman
problem with date/time and delivery of task reminders
Hi We are experiencing a problem which has been going on only recently, maybe the last 2 weeks or so. We have all our activity reminders set for the same time every morning (9AM) but recently the reminders have not appeared in our email at the correct time. Sometimes they are up to 6 hours late and then appear in blocks of 20 or so but never all together. Additionally there seems to be a problem with adding reminders for some users as they appear with an end time in some cases and not with others.
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