Update Leads Activity from a spreadsheet
I have approximately 900 leads, and I have sent a postcard to approximately 600 of them. I have those 600 in a spreadsheet. Is there a way for me to import this activity in Zoho CRM to update these leads to show postcard sent? Thanks for any assistance with this!
custom lookup insertion via api
hi, i am trying to insert custom filed( look up) via name and it gives error 4401Unable to populate data, please check if mandatory value is entered correctly. here is my code <FL val="Co-emprunteur 1">test user</FL> is there a way to insert it using id? am i missing some thing here? FYI: the name i am passing to this tag already exists in contacts.
Export to zoho doc
When I export values to Zoho docs (sheet) , they will be starting the numerical values me '. I don’t not know how to get rid of these. find and replace does not work in Google docs. If you exports them to excel are not visible and I can not do calculations. How do i do?
Role of CRM
Hi every one,I am new to sales force technology.Can any one tell me about the role of CRM in sales force technology. Sales force Training in Chennai
Zoho Tasks Reminders....how is this done?
Hello, I currently use salesforce, but I and my colleauges want to make the change to Zoho this week. However, one of the most important functions to me is daily task-reminders, and I cannot figure out how it is that Zoho sends those reminders to the end user. I put in a "trial" lead yesterday, and scheduled a task for today, but when I signed in this morning there was no reminder to speak of. There is a tick-box for an email reminder, but that is not what I am looking for. Is there a way of simply
Goodbye 2013, Hello 2014!
It’s time again to say goodbye to yet another wonderful year, and eagerly wait for the next! It’s also time to walk down the memory lane and recall the things we accomplished in 2013 and our resolutions for 2014. Created Space in Enterprise Market We started the year with the release of Document Library , and then moved on to give you some new and interesting features in our mobile app - Mail Magnet for Mobile, Business Card Scanner App and the Leads App. Here’s what our customers have to say about
Consolidated History
Is there an option, or can we have one, for a "Consolidated History" under each contact and potentially under each Account? I am sure there are plenty of reasons why someone might want to see their emails, completed tasks, notes, completed events, etc. sorted out under individual headings, but for our use this just makes the history of what has gone on in the account hard to follow. I do like the ability to just look at the tasks or the emails, but what about an option to consolidate all closed
Sending Case details to Contacts
I have created an email template pulling fields from a case. The template is set up as a case. I want to send this to a contact. Can I set up a lookup field on the case to pull in the contacts name and then be able to access the template (listed under cases and not contacts) and send it to the contact??
Custom modules
Hi, we have combined crm with creator but now realise that custom modules might be enough. This would save us money. We would need to copy across the data. Any ideas how to do this. Plus feature differential?
New layout is unworkable - please put it back
Dear developers from Zoho, There must have been a mistake with updating Zoho with the new layout, normally updates are done to improve the user experience of an application. Now you guys decided to make update for the worse; please tell me why you guys think it will be an improvement to have us now scroll our asses off, even on the homepage we have to scroll now? So besides the 'adding of space for NO reason or functionality" you guys also decided to make everything harder to read? So please make
Any query leads to "error code 4422: There is no data to show" answer...
Hello, I have been writing some PHP code to get access to some data stored in our Zoho CRM following the Developer API Help pages but I keep getting the error code 4422: There is no data to show, no matter which query I send. Even a really simple one given in the examples fails: https://crm.zoho.com/crm/private/xml/Leads/getMyRecords?newFormat=1&authtoken=MyAuthTokenGeneratedFollowingInstructions&scope=crmapi No doubt I must be doing something wrong, but what??? To be sure the problem does not come
Zoho CRM PlugIn Refuses to Work in Outlook 2007
I have spent 10 hours to-day uninstalling, reinstalling, reading everything I can find on every forum on Google to try and make the Zoho CRM Outlook work in Outlook 2007. And nothing works. I do note when I have micros security set at "warning for all micros" that when I re-install "C\PROGRA~1\ZOHO\zohocrm|REDEMP~1.dll" keeps coming up when it asks me to enable macros even though I have uninstalled and trashed everyhting I can find. I can't find this item in all searches on the computer. Any thoughts?
Zohoh CRM Outlook Plugin for 2007 Wont Work
I have spent 10 hours today trying to make the Zoho CRM Outlook plugin work. I have uninstalled many times. learnt about Load behaviors: Load at Start-Up. Read all the complaints from people who have had no response from Zoho like myself. However,. I am hoping I can get this fixed as I am paying premium price and I need this to work after having spent several weeks in the later part of the year deciding to go with Zoho and then setting it up. Please can some-one come on-line to an on-line meeting
Printed Layout Changed - Please PUT IT BACK
I have read that many complaints have been made about the recent bout of updates have changed the presentation of the data and making it more difficult to use. These seem to have been answered by S. Prakash as now having been solved but I difer from this response. The changes are unwelcome and unwanted by most users who are paying for this service. Also, you have completely screwed up the printed pages. We use the Cases tab as our job Tickets and the layout has changed so much that now we
I dont have any apps -??
To download and install the Zoho CRM Plug-in Log in to your Zoho CRM account. Click Setup > Apps & Add-ons > Other Apps > Plug-in for Microsoft Outlook. so the only app I have is 'mobile app'. where have the other apps gone? thank you
Facebook Integration
I am currently exploring several different CRM solutions. One of the things that caught my eye with Zoho was the integration with Facebook. From what I read each user of the system can connect their Facebook page with their user account. How do company pages connect with Zoho, does it essentially work the same way? Say a facebook user likes our business page. Would Zoho be able to automatically create a lead record for that person on "like' of our page? I think that functionality would be amazing.
Zoho CRM Calender invitation
What am I doing wrong? First I create a calender event and I invitate people to the event. Problem: the person invited to the event can't see the actual event in his or her's calender. It comes to the events module on the front page, but only appears on my own calender.
Annoying new Clock image that does not go away
This is a screenshot of my inbox: I hate it and never asked for it to be there. Please help me know how to get rid of it.
New UI Suggestion - Autohide the "recent items" tab
The recent items tab stays "sticky" when you click on it. Please auto-hide it after you select a record. Currently you have to click elsewhere or click the "x" to close.
Invalid Ticket Id
I'm getting this response on the api: <response><error><code>4834</code><message>Invalid Ticket Id</message></error></response> It looks like tickets were deprecated, so I'm not sure why I would be getting that. Here's the PHP code $xml = '<Leads>'; $xml .= '<row no="1">'; $xml .= '<FL val="Lead Source">Source</FL>'; $xml .= '<FL val="First Name">'.htmlspecialchars($entry['first_name']).'</FL>'; $xml .= '<FL val="Last Name">'.htmlspecialchars($entry['last_name']).'</FL>'; $xml .= '<FL val="Email">'.htmlspecialchars($entry['email']).'</FL>';
Different Font in CRM? PUT IT BACK THE WAY IT WAS!
So sign into zoho this morning and it looks totally different. Looks like a different font perhaps and everything seems more spaced out. Unfortunately this leads to lots of scrolling when previously my info usually fit one one page... Please put it back the way it was yesterday! This looks horrible.
plug in display in outllook 2010 standard version 32 bits
Hello, I have launched Zoho plug in from Zoho to turn on sync between Outlook and Zoho. Zoho said successfull installation, but then I open Outlook and cannot find the zoho plug in in Outlook to sign in!!! Anyone can help me? Thanks, vince
Search bar error
When i type anything into the search bar it comes back with unable to process your request please click here to go back the link it gives is https://crm.zoho.com/crm/IAMSecurityError.do?searchword=foster&searchCategory=AllEntities Please respond to michelle@h4group.com Thanks
Failed customer support at zoho might force us to go back to salesforce
I work with a small biotech company and whilst we are new customers, I am seriously considering switching back to salesforce as the lack of customer support has been disappointing to us.Despite my annoyance, I believe if you understand our business model, you can appreciate the complexity we are in and maybe suggest a proper solution, in the professional edition, instead of the short abrupt emails I get in return. Our company contacts people from different firms offering out a service. We have a
Company wide vs per user Zoho Mail Add On
Hi I am evaluating the Zoho Mail add on, with integration set up between CRM (professional) and Mail (free). The integration works perfectly with one CRM user. However, when I add a second CRM user, the Mail add on settings are separate. So, for example, in the Contacts module, the first user can see emails to and from a customer, but the second user cannot see those emails. Is there any way of allowing multiple Zoho users to see all emails?
Stock management
Hello, We need to have master and sub products. For example, if someone orders a computer we have bundles that also contain the computer and other products such as a mouse, keyboard etc etc. Right now though the computer and bundle have to be completely different products so they cannot share the shame stock even though the computer comes from the same product. This is basic stock management using sub and master products. Can you help on this please? Thanks
Zoho CRM Fonts and Text Spacing
Why the recent change to the Zoho CRM fonts and spacing? Many of the modules are getting harder and harder to read, because the font is not bold enough, and recently you changed font styles. Now there is more "white space" which leads to more scroling, clicking, a real time waster and the fonts are not sharp - grey characters. It appears there is little regard for user preferences and Zoho just makes random changes without any warning or user input. Remember, the basic, fundamental purpose of a
"Insufficient privileges" error trying to setup company details
I'm logged in as administrator, trying to enter (for the first time) Company Details, under Organization Information at https://crm.zoho.com/crm/setupInner.do?page=Security.do?actionName=createOrg&tab=org&in=company I enter all the required information and hit Save, and I get the error: "Insufficient Privileges to perform this operation. Contact your Administrator." Of course, in order to do anything else, I'm required to fill out company information. Thanks in advance.
Have suggestions for indicating Pilots vs Whole accounts (in-process-->closed)?
Our SaaS is for the K-12 market. Very often, a customer will choose to "pilot" the product for a certain subset of the population (e.g., a grade level, school, or for just a small number of struggling students). Initially, it could be a teacher or mid-tier decision-maker deciding to spring for the pilot (typically <100 students). They are often not the people that have the power to make a district-wide decision (typically >1000 students). The term "Pilot" is used very diversely and loosely
Sorting Potentials by Close Month
Hi, I'm looking for a way to create a view or a report that would show my open potentials by the close month. At the moment it will show by the close dates or by quarter. What I'm looking for is a report that would show my revenue month-to-month. Could someone please help me with this? Thanks, Charlie
Cases not showing up under "Accounts" listing, also alerts question
So I've created 2 cases for a certain "Test" account that I have. When I go to the Cases tab at the top, they show up normally. When I go to the "Accounts" tab at the top, and then choose my Test account, the cases don't show up under the "CASES" Section below the basic information for that account. It shows up under the "ACCOUNTS" Section below the basic information. Is this a glitch or error of some kind? Also, is that causing other pieces to not work? Unrelated, but also wondering
possible leads to an opportunity
Hello I am wondering if I can add other leads (same organization) to an existing opportunity?
BCC Dropbox not working
I'm setting up all our sales team on Zoho CRM and the BCC Dropbox feature is not working. I tested a couple of e-mails, both sent from my Outlook and Web and it does nothing It does not tie it to an existing lead, and it does not create a new lead when there isn't one already present. It simply never shows up in Zoho. We use google apps for our e-mail I ttried regenerating the adress and nothing Help please!
MAIL & CRM
Hello, Is ZohoMail integrated with ZohoCRM?. I'm asking this question because I'm building a contact list in ZohoMail and I would like to have the same data and organization of the contacts in ZohoCRM. I'm testing now ZohoCRM, for first time, and I'm a new user. Thanks for your help. Xavier.
String to number function???
In zoho crm's formula fields, is their a string to number function? There's a number to string function, and there's some string to long function in zoho creator, but is there a string to number function in zoho CRM?
Real grouping of report rows
I'm trying to create a simple summary report and I need to be able to group rows like I would in any SQL database. It seems that Zoho CRM Reports has a group feature but it doesn't collapse the rows - I still get all the rows even though I only want the summary data. Specifically, I want to create Companies report that shows me a distinct name of the company from the Lead and the number of leads we have for it. Something like "select company_name, count(*) as leads from lead group by company_name".
Linking Client Feedback Survey To Closed Deal (contact) in Zoho Crm
I currently have it tasked to send out an automated email when the closing date of a deal has arrived. In this email I have a link to a survey, however, when a client fills out this survey I have to manually find it and attach it to their file. Is there a way to send out a survey via an automated alert, and then when that client fills out the survey it will be directly linked to the client when they complete it within the CRM?
Zoho CRM and Support Integration
I am currently trialing zoho crm and zoho support with a view of using in our company. I have linked the two by entering the api key from zoho support into zoho crm and I can see tickets are being assigned to the contact if their email already exists. The issue is no leads are being created off the back of a ticket in zoho support. Is my understanding of the system right, in that a lead should be generated when the email address is not in the system? Thanks Martyn
Mail Merge Doc problem
Hi, I have a document loaded in to the mail merge templates. The problem is it is only one page but when we merge and make PDF it is over 2 pages ( The second page is blank). The other problem is, when you go to edit it in the online editor, all the formating and layout is lost. I've attached the document. Chris
Phone bridge
Hi. Hope you can help.i can see the systems that zoho works with. Here's my question we are a very small business with 3 VoIP lines all answered from one phone by one people. What is the best (CHEAPEST) system for us. Recommendations please.
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