Link back to potential in an email alert template
My gut says I can write a custom function to auto populate the direct link back to a potential in the body of Email Alerts I send to my users when a deal is WON. Has anyone done this? Simply, I want to send automated email to internal users when a salesperson closes a sale. In the body of the email I would like there to be a link to click for user to be taken straight into CRM record for that specific deal. Potentials appear to use the PotentialID hash and if there's a way to create a custom function
Forecast - anyone use?
Does anyone use the Forecast module? It is extremely limited and I've requested some features from Zoho but Forecast module improvement does not seem to be a priority. Wondering if any other companies actually use it and if so, how? And what would you like to see improved?
New Zoho Campaigns - minor issue
Loving the new Zoho Campaign Designer. Noticed one smallish issue with <div> and </div>: You're adding the <div> correctly at the start of the code, and one at the end of the code, but you're adding </div> after each field, which, while most browsers will accept, isn't strict adherence to the standard and Dreamweaver complains. Here's an example where you'll see (4) </div>, one after each input field:
When creating a new module how do you link it to other modules ?
Hi All, I created a custom module (what a thrill ! yepiyeh!) I am very happy about it yet... ;-) I would like to link it to another module. Please look at my image just before and tell me if you can help ?? Thanks so much in advance Laure
Using a Unique Identifier instead of a Company Name in the Account Name field
Due to the issue posted here: https://help.zoho.com/portal/en/community/topic/how-to-associate-accounts-and-contacts-via-api I may need to keep a Unique ID number in the ACCOUNT NAME field. Other than the letters for sorting the records at the bottom of the page not being very useful, does anyone see any other limitations of using a Unique ID in the ACCOUNT NAME fields
Attn. Users using the Zoho CRM Plug-in for Microsoft Office
Sometime back we had an announcement for the users using the Plug-ins for MS Outlook, MS Office, QuickBooks and Mobile Apps. This announcement is especially for the users who are using the Zoho CRM Plug-in for MS Office to create Mail Merge Documents. We are now supporting Zoho CRM Plug-in for MS Office 2013 also. As we're doing away with Ticket-based authentication and instead introducing Auth Tokens for all our Plug-ins, we recommend you to get the latest version of the Zoho CRM Plug-in for MS
#hashtags in the notes
Bonjour, Hello, When you do notes in a contact, a task, an opportunity, an account, etc, is it possible to write including #hashtags, so that later on you can make #researches by selecting the #hashtags only ? This would make #notes a lot more usefull, making it possible to #select #topics and have a result about all said around the #subject selected. Kind regards Pierre
Quick Books, Single Activity Time Sheet snd ZOHO log a call
I would like to see the log a call feature in ZOHO go to quick book Single Activity Time Sheet so that I can bill a support call to a client. The ZOHO log a call feature screen looks just like QuickBooks Single Activity Time Sheet. If they can not do this then have it bill a call within ZOHO's Books or invoicing.Anyone have any input on this?
Contacts vs Accounts
Hi, I started using this CRM about a month ago, and I find it very confusing the way it handles Accounts and Contacts. I just want one account to be the same as a contact. The company name would be under the contact name. As a newbie, I inserted ALL my contacts (and was associating all to an unique Account before I knew what was this about). Now... I'm not really happy by having to create all accounts which are the same as my contacts again... Is there something that I'm missing? Thank you
Advance filter - today
My apology if this question has been answer a gadzillion times already.... but I can't find the answer. We are using the CRM "Old Professional" edition. In reports, how do I use the advanced filter to filter the date field to today, or today+offset? I tried Today, and Today() all to no avail. Appreciate a prompt answer.
Notes not carrying over to converted potential
when I convert a lead to a contact/account and create a potential, the lead notes are gone. They usually show up in the potential, but today, nothing. This is a big problem to lose all my lead notes. Especially ones that are progressing through the pipeline. -J
Freezing database
I want to freeze my users from going in while I do a custom upgrade. Is there a way to lock them without disabling them?
Disallowing contacts associated with accounts, while allowing contacts associated with vendors
I'm new to Zoho, and I'm trying to better understand how to do two things; (a) keep account-associated contacts hidden from peer users, but (b) allow vendor contacts to be seen by everybody. We don't want salespeople to have access to each other's accounts and contacts, but we want to make sure the contacts who are associated with vendors are seen by everyone in the organization, lest data duplication occurs.
Different sets of information
Hi, I am using Zoho CRM and am getting two different sets of information for the same period. For e.g.if I use Dashboard to access the potentials for this quarter, the number that comes out is different when I go to Reports and ask for the same info. Can you find out the problem? Thnaks
Converting lead to account
Hi, I record any activity in my leads in the NOTES field. How I can maintain this tracks when I convert leads to accounts? Can I convert the Leads Notes in the ACCOUNT notes? Regards. Maurizio Orlando
Outlook plug in
When I send and receive email in Outlook 2010 how can I have these automatically populate in the contact in ZOho? I have installed the Outlook plugin and I can manually send messages to the contact but is there a way to have this done automatically?
Customising Sales Order Document
Hi, I am looking to create a Sales Order Document over 32,000 characters and was wondering how this can be done? Or is it possible to create a mail merge doc using the Sales Order merge fields in Zoho Writer? Many thanks Jay
inventory
I created an perpetual inventory for my drugs in my pharmacy.....for every drug , quantity on hand is equal to qty ordered minues qty dispensed. The problem is when i go back to enter another transaction for the same dru...I can't see the quantity on hand.....how do i get the quantity on hand to carry over.
Industry Pick List for Accounts is not changing after being saved
Hi I have treid to create a custom industry list in the Account section. I did the same for Leads, that seemed to work. But the Accounts keeps on showing the default?
Stock management : updates of quantities
Hello, We are having many troubles with Zoho CRM on Stock Management. - We changed some names and added some status to the possible Status of SO and PO. - Now, the stock management has gone crazy. If we create a S.O., it increase the quantity in demand of the product (good). But if the product is in stock, and we create a sales order from stock, it still increases the quantity in demand of the product (bad). Afterwards, when the S.O. is marked as "delivered", the quantity in demand doesnt go
Zoho CRM App Problem
When creating a new lead in the app, under the Lead Status field, we are seeing a whole load of options that no longer exist in the web-based application is there a way to sync these both
Problems with pdf
Hi everybody. I've installed last Windows 8.1 and it's now impossible to export a invoice in pdf writer from Windows ? Is it normal ? Thanks
Importing leads from a report into a campaign
I have a report that lists leads based on certain criteria and what I need to do, is to move the listed leads into a campaign. I thought the best way to do this would be to export the report results to CSV, create the campaign and then import the leads from the CSV into the campaign. The only concern I have is that it asks if I want to overwrite/skip/clone, but I am unsure what to select because I don't want affect any existing lead records. Please advise the best way to get the leads in the report
ZOHI DOWN ??? Dec 19 5:30 PM ET
Is Zoho CRM Down? I am having problems get anything on ZOHO 12-19-2013 5:17 PM ET
Changed of Lead owner log
Can I create a report that record the change of owner? The lead might generate from marketing dept and assign to different salesman, and I need a log of these changes.
Search Criteria
Evaluating Zoho for our investment management firm. I don't understand how to create custom searchable fields. For example, we would like to identify some as clients, maybe search and identify by college, hobbies, etc. I assumed this was a basic CRM function. Is it possible in zoho? Any how to guidance would be greatly appreciated
Workflow Tasks
Hi guys, Is there any way we cans select more than one workflow task when importing contacts. We've imported contacts and assigned a workflow task, but we'd like to assign more tasks to the contacts. Thanks, Mikhaila
New in Zoho CRM - Territory Management, Custom Modules, Social Interactions, Custom Functions and More...
This time we bring to you a bundle of updates in Zoho CRM that include some cool features you would love to use. Here it goes - Territory Management - Sales territory is a familiar term in business: segmenting customers and distributing it among the sales reps to prioritize sales opportunities and increase sales. For a complex sales structure, the task of segmenting customer accounts based on the characteristics of accounts rather than the individual ownership of the records is made easy with territory
Outstanding Support
Today I had a complete revision of some accounts with Kevin @ CRM Support Team with specific issues on Custom Functions and I have no words to describe the excellence on their support. Thank you Zoho !!! Ariel Segall Cloud Mobile Forms Zoho Partner arielsegall@CloudMobileForms.com (877) 436-8133
Problem with Multiselect (filter on crm) calling Api insertRecords
Hi, i have problems in setting multiple values in a pick list through the API. with a normal Multiselect field, no problem The probelm is when the pick list multiple is "filtered" in the CRM (filtered with Map Dependency Field); if i setting from api in normal mode like : <FL val="Favourite Color">Silver;Blue</FL> i see when i go in my new contact, the pick list not have the all 2 items selected, but only the first one. This not happen if the pick list is a nomal multiple without any dependency Thanks
Regarding custom field action to be performed
Hi all , i have a custom field (checkbox ) in my custom module . on click of that checkbox action is to be performed i.e. when the checkbox is clicked text fields and some picklists option to pop out . How can i achieve that please help Thanks
Workflow to update date field
There is a date field in Accounts. My requirement is, if that date field has a date which is before today, 365 days should be added to it. I tried using functions and Field Update but didn't work for me.
Problem with Unicode character in calling Api insertRecords
Hi, i had a problem to calling the Api insertRecord with my Django python program i try to explain : when i call the api with an xml like have some Russian characther or i have some special characther like : ééàòù etc... (like this : xmlData+='<FL val="Send To">' + russiancharachter + '</FL>' calling your api it say me i can't pass ascii parameter, why? how can i call api with unicode Ut-8 data withouth that error? Thanks, this is the example of my code : authtoken = settings.ZOHO_AUTHTOKEN
Parent Child Inheritance
We are trying to use Zoho for a non-profit organization in which, if the organisation is a member it follows that all of the employees of that organization are members as well. We are entering the Organisations as Accounts and the individual employees as Contacts. We have added a checkbox with the label Member. Is it possible to make the children of the parent inherit the status of this field, whatever it may be? And to update if it changes?
Number of custom fields
Hello, I recently signed up with Zoho and have Standard Edition; when I was trying to add custom fields, I realized that I can only have 10 custom fields under this program. I can NOT find how many custom fields I can have in other editions and have looked all over. Can any one tell me how many fields I can have in Professional Edition?
there is nothing in the mail sent list?
Hello, i try to set up an autoresponder today. When i click the Update Response link corresponding to the autoresponder in the Autoresponders page, the Mail Sent List comes out. But there is nothing in it, even though the autoresponder works. Why?
Offine version of Zoho CRM
Does any any one have any idea about offline PC version of Zoho CRM. I am looking for a limited CRM features while remain offline, Thanks
Field Validation in CR/m
I have a condition in Accounts module Rule: If Account type = "Customer" then Customer Type cannot be Null or None Error Message: Please select a Customer Type to Save record How can I accomplish this?
How do I downgrade my CRM account?
I need to downgrade my Zoho CRM subscription from Professional to the free level, but cannot find any way to do this within my account. Please provide instructions/assistance.
Working as designed? or Defect?
Zoho CRM Enterprise Edition, with Territories enabled: Observed Behavior: Zoho Sheet View ignores any Territory you've chosen, and exports All Opportunities visible for the selected View, such as All Opportunities, or My Opportunities. Expected Behavior: I would think that Zoho Sheet View should only export Opportunities that are visible for BOTH the selected Territory and the selected View, which I would call the Intersection of the selected Territory and the selected View. This behavior also occurs
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