Customizing displayed fields in the search function
Hi, I would like to be able to specify another displayed field when searching lead data. Currently this is how it looks: Company Email Phone Full NameI would like to be able to see another field when I search - preferably in addition to but would replace a field if necessary. I need it because if the seniority level of the leads is unknown and a specified search displays 100 leads the only way to determine relevancy would be to open them one by one. Any help with this would be really great. Thanks
How to show events on calendar that users have been invited to?
Hi. We're using the calendar function of Zoho CRM for all our users. If someone creates an event and invites other users to attend then this event only shows up under the event owner's calendar, even though the invitees will also need to attend. How do I make sure that the event shows up under everyone's calendar who is participating? Thanks
Making views available to other users,
Is it possible to export or make available my custom views to other users on our account? I'd hate to have to manually log in and recreate them for each user, and then edit them one-by-one if I later make a change. Also, I notice that from within the potential module, the STAGE field is sorted according to the selection order (as specified when editing stage values) when you sort items by stage. But when running reports, the stage is sorted alphabetically. Is there any way to change the sort order
Unable to drill down within Potential funnel in Dashboard
When a user tries to drill down into the Potential funnel, Zoho shifts to the Reports screen, and the following message is generated: Permission Denied Sorry! You cannot view this report because you do not have the permission to access one or more modules that are part of this report. Please contact your administrator to view the report. This user has the following permissions: What is the problem, and how can I resolve it?
Links in Campaigns
Is there a way for a Zoho campaign to report which link the client clicked on and feed that into Zoho CRM? Right now, when we sync between the two, we can see who clicked on a link but we can't see which link they clicked on. I would like to find a way to map that over so if this is possible, please let me know.
Export Notes but want to include Account Number in record
I have exported the 'Notes' records related to my accounts and it has everything I need EXCEPT I need the Account Number field included in each of the Note records. I have several accounts that have the exact same name (e.g. Custom Upholstery) so I can't use the spreadsheet to effectively link to my company's computer data because the Account name is not unique to every account, but the Account Number is. I NEED HELP!
Help
I created a Campaign in Zoho CRM, I imported a list. I created an email template.. How do I send a mass email to the list I imported into Zoho CRM Campaigns.
Email from one sender associated to multiple contacts
The case is I have one Examiner who is on different Claims. Therefore, when an email comes in from the Examiner, I need to be able to apply that email to different Claims. Assuming Claims are Contacts.
Record products sold to account
Hello. When I sell products to a customer, I want to record against the customer that they now have those products in their possession. In other words, I want child records on the account, for each of the products in the invoice. How can I achieve this? Thank you!
Filter recycle bin
Due to the bug (that you guys just fixed and I can't wait to test), I have many items deleted on the same day/time. The items are in the recycle bin and I"d like to restore them. To do that I need to run a filter for the day/time. That day time for example is 12/26/2013, 4:17:14 pm. When I attempt to run a filter to see all items deleted on this day/time, no items meet the criteria...but I can see the items in the listing in the recycle bin. I noticed the search/filter criteria doesn't have a
CRM Lead Report & Funnels
I have developed Lead reports to suit our requirements but I am having trouble developing funnel chart which will pull data directly from lead report to show data in image / chart format. Is it possible to even do this?
How to properly capture two different types of leads
My firm is a business development consultancy. We represent other company's products or services. So for us, there are two types of leads: Project Leads - These are potential clients for our firm. If we're successful, we'll get a contract to represent their product or service. Customer Prospects - When we get a project from a client, say "Customer" we then go out and try to generate business for that Customer. So for that Customer, we will have a bunch of leads specifically for that customer.
Email section does not scroll
Hi there, I'm using Safari 7.0 and when I try to scroll through my emails, it cuts off at the bottom. Basically, the section the holds the emails (I'm assuming it's some sort of a frame), doesn't allow me to scroll. However, the entire page I can scroll. This is very annoying, and started happening to me last month. This problem does not occur in Chrome, but I use Safari and would like to continue to use Safari. Any thoughts? Thanks
backup crm
I need to import your backup data in an excel crm. I followed the steps but the file attachments.zip you posted does not contain csv file. I performed the procedure, however, as they csv file but does not work. What should I do?
Is there any way to Map all or any of my Zoho CRM leads
I have 800+ leads in my Zoho CRM account and I will eventually have to visit most if not all of these at some point. Therefore, mapping my travel route efficiently and effectively is very important. I am unable to locate a function within Zoho that gives me this capability. Is there any software out there that will give me the capability of mapping my leads list if I were to upload them in a .csv or .xls file?
Custom field linked to contact
I am looking for a way to make a custom field that is a drop down list, where the items in the list are linked to entries in the contact section. From this, I would like to be able to select a name which would then automatically enter the contact information for that person. Is this possible? Many thanks in advance, Adam
adding to lists
I have added some different industries to the list but I can't choose from my new menu!? how doe this work?
Newbie question about modifying layout
I'm ok with the contact input form layout but when I click on the "contacts" tab on the black nav bar at the top I get a list which contains name, phone and email. I would like to add mobile phone to this list. I see how I can change the contacts module but how do I change the default contacts list view?
Multiple client locations under one business name
Hi, I have a number of businesses that have lots of locations, each responsible for their own budget etc. I wanted some help on how to best organise this on Zoho. Is there a way to have the main business name (Head Office) and then group the locations under this? Many thanks, M
Merging new data into an existing ZOHO Database
We have a spreadsheet with some additional information on about 3000 records inside of ZOHO. Only two of the fields will be changed and I don't want to change any other data inside of ZOHO on those records - just those tow fields. In the past I just did a MassUpdate, but that is limited to 100 records at a time - time consuming and tedious. Is there a way to do this with an upload without affecting any of the other fields?
ZOHO Outlook
I need help getting my other users the ability to post emails from outlook to zoho. See attached picture. it only says 1 name, there should be others I have 2 other users that have this plug-in HELP!
Need a Zoho expert to configure Zoho for my business proccess
I am looking for help to set up the Zoho CRM for my company to configure to our business needs kumar
Crm Custom Feilds
Having the ability to have every last field editable/customizable would be great!! On my leads, for instance, I have no need for the 'last name' field. Thanks you for doing a great job so far ZOHO.
Filter Options in Reports
I would like to know if it is possible to create a filter with the most recent potential note in a report. I don't want to filter by time. I just want the most recent note. Please Help! Thanks - J
Creating formula for customized date field in Events ( Error with datepart formula )
Hello, Zoho staff, I need to create an Activity Report that shows how many visits our sales reps made to customers per day (i.e., name of sales rep, date, type of sales visit). Today, customer visits can only be grouped by "Start DateTime" in the Activity Report. Instead, I need to group the visits grouped by "Start Date". In order to do this, I assumed that first I had to create a customized field in Events module that shows only the Date. However, when I try to create a formula for this customized
How to count TEXT containing?
I am efficient in Excel, but for the life of my can not figure out how to do basic functions in this. I am making a form for CCTV salesmen to fill out. Each channel has a selection of different type of cameras they can assign to it. Example: CH01 Indoor Dome Outdoor Dome CH02 Indoor Dome Outdoor Dome I want the formula to say something like this... Containing(${Accounts.CH01},'Indoor Dome'),(${Accounts.CH02},'Indoor Dome')... = Total number of 'Indoor Dome' picklist options. How can I achieve this
Syncing Tasks with Outlook
I would like to know if there is a feature that allows for my TASKS within Outlook to be PUSHED to Zoho CRM but I do NOT want any TASK created within the CRM to be Pushed Back to Outlook? I would obviously still want to maintain the new TASKS within Outlook to update the existing TASK within the CRM. Thanks.
Missing modules and other changes without notice
I have set up 5 different companies over time with ZOHO CRM and usually know what I am doing. Recently I set up a new company with the free edition: custom fields created, renamed modules and so forth The company pays when they need to mass email and then goes back to the free version. Without any notice, my custom fields are gone, I cannot create new ones. My modules are gone... What used to be free is now gone...I follow ZOHO CRM everyday and did not get any notice of impending changes and revisions
Options for integrating with formstack.com
Greetings ZOHO team; We are very excited about your toolset and looking for all the ways we can shift some of our workflows. One area that would help is integration with formstack.com. Are you aware of options for that toolset?
Web form submit / Reset button not aligned correctly
I have created a web form I want to use TOP aligned. In the preview the submit button is set to the right of the form and on my web page it is completely to the right of the form which doesn't look right and looks messy. Is there any way to correct this from your end of development or if I can do anything so they buttons lay underneath the form appropriately?
Unable to process your request. Please verify if the name and value is appropriate for the "email" parameter
We have Mail Add On enabled. We select Emails tab from CRM menu, select an email , then select the CRM tab at the bottom right of the mail preview pane, then select the potentials tab and potentials come up that are connected to the email address of the account, however when we click on 'Associate' next one of the emails, we get a red warning that it was not possible to complete the action, with the message quoted in title: Unable to process your request. Please verify if the name and value is appropriate
4834 Invalid Ticket ID with Auth Tokens
I have been trying to make a short python script to inject leads into Zoho crm, and have been bumping into this 4834 error. Here is my code, could someone explain what I am doing wrong? #!python2 import urllib import urllib2 #get the python 2 web interface up in here import json def main(): d = Lead( "<myemail>@gmail.com", "<mypassword>", "Marshall", "W3bS7@rtup", "Devin", "333-333-3333", "devin@webstartup.com", "www.webstartup.com", "<myAuthToken>") d.writeToZoho() class Lead(): def
I can't save an edited Potential. The page stalls with loading
When I modify a Potential and save the changes the page doesn't return an error but just stalls with the message "loading" What can I do? Remko
All Leads Converted to One Person, Please HELP
Hello, I pulled off a lead report last night and when I came onto Zoho this morning all leads that were shown (in this case 100) have all been converted to one employee and the created date all changed to yesterday. You can see in the attachment that all leads have converted to my name, yesterday they were assigned to all over employees. The created date for each lead should all be different :/ Thanks for any help!
There isnt api for activities tab in zoho crm ??
I am working on open source app which uses all the features of zoho. I am able to access all the fields in all modules like "leads", "contacts","potentials" but when i try to access activities it says "Invalid parameter value" below is the url i am using https://crm.zoho.com/crm/private/xml/Activities/getMyRecords?newFormat=1&apikey=0QL3CBw8Aaptvsj8L0icYKjtJ2x45yNHkQaMGWeIdlI$&ticket=e7fdd4464c5bdbc1a2dce9ef04d78d94 This is test environment so i have provided api key and ticket also
Multiple Zoho accounts - leveraging docs on one account with CRM on another
I have two different Zoho accounts. One that is more personal that I pay for a standard Docs subscription for 250GB of storage and a different one attached to my Google Apps Domain for a start up I am building. I leverage Zoho CRM with my business account, but because of all of the storage space I have and pay for from my personal account I would like to store my docs there yet be able to attach them easily to my business CRM account. Is this possible? CRM lets me leverage a different Google account
Selection Criteria
When specifying criteria, it would be great if we could specify operators like: * is null / is empty * is not null / is not empty It would also be great if we could compare fields in the query and other special values, e.g.: * Amount 1 >= Amount 2 * Due Date > today (Oracle sysdate) Thanks. Jean-Marc Reynaud
I am trying to embed a Zoho CRM web form on a Google site, and it is not working.
Is there a way to send someone the Zoho web form without embedding it anywhere? Can a unique url be generated on Zoho itself? Thanks.
Fetch CRM Lead data with CRM ID via PHP
Hi! I would like to ask for your advice on how to fetch CRM Data to be populated on PHP forms upon entering the CRM ID. Thanks!
Can I use CRM to track donations
I have a non-profit in which I need to be able to track donors and their giving activity throughout the year so we can 1. communicate with them more effectively, 2. Be able to track data report donors activity, and 3. be able to send out year end reports through email and written letter of donor's activity for tax purposes. My question is is Zoho CRM going to work for me? Do I need a combination of tools? Would love some input before diving in. Thanks!
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