add contact to existing client
Hello all, I converted a lead into a client which also results in an entry of a contact under my newly created client as well. So far so good. Now I want to add a new contact for the newly created client. If I choose "new" under contacts, I can create a new contact but it will not be linked to the newly created client!!! But this is essential! Am I missing sth. here or does zoho need an improvement? Thanks in advance, Dennis
Header and footer for templates
When invoices require more than page, a header and a footer are compulsory and it's not easy to do with Zoho Templates customization We can find some solutions in Solution for setting up header and footer in a template , but there is still a problem the page-break is not made before the footer, and the main content is printed on the same area as if the footer did not exist. What is the solution to prevent printing on the footer ?
Quotes template
Hi, Do you have a sample html to generate quotes that have a discount column and shows the total discounted amount at the end. I'm not agile with html and i its very hard for me to edit. All we need is a quote template that shows discounts. Thanks a lot!
Question History
How can I look up my own Question history?(Icant find my Question which I asked Yesterday)
Difference in the return of 1 and multiple records in getRecords
The getRecords method returns different object when returning 1 then when returning 2 objects. I think this is a bug in the API When the getRecords return ONLY 1 record the answer looks like this after json_decode in PHP Note that the [row] is a "stdClass Object" stdClass Object ( [response] => stdClass Object ( [result] => stdClass Object ( [Accounts] => stdClass Object ( [row] => stdClass
How to copy entries from the Leads tab to Contacts tab?
Thank you in advance. I'm trying to sync my google contacts with Zoho and all of my clients are entered in the Leads tab. Is there a way to move my entries from Leads to Contacts without losing all of the custom fields/data?
Zoho CRM
Is there a way out to ensure every time there is a entry made on Zoho can we get the details on our mobiles?Can we link our mobile numbers to Zoho
Periodic report send mail delay.
Phenomenon that regularly report mail is delayed one hour has occurred, from November 4, 2013. Delay does not occur until November 3, 2013. It is delayed by one hour from November 4, 2013. Nothing is changing the setting of the transmission time. There is no significant difference in the Zoho record update time and local time. I have also reported to ZohoJapan. Please give me the early support.
New Mass Emailing limits make absolutely no sense. 500 per day, Are you serious?
I was sending a mass email to some of my reports and I got the surprise that with the new pricing structure ZOHO reduced my ability to send mass emails to just 500 records per day. I dont know who was the genius behind this stupid policy because I have close to 10,000 contacts on a Professional subscription, which means that if I, for example, want to send a Happy Holidays email to my contacts I CANT. Furthermore any time I reach my limits ZOHO will not let me see the ones I didnt get to send an
CRM database cleanup
I have 20,000 names in my lead database. I would like to apply some business rules to better categorize them to focus future marketing efforts. Unfortunately, these rules cross database tables, such as the following: IF Campaign = Campaign1 AND Campaign status = Attended AND Notes = "" (i.e. there are no notes) THEN Lead Status = Marketing Campaign AND Disposition Reason = No Response While a SQL query sort of thing would do, what I REALLY want is to be able to display a set of leads as a custom
Is there excel add on connectivity to auto refresh already exported data?
Hi All, Is there excel add on connectivity to auto refresh already exported data? I had this option in MS Dynamics, it's very useful not being need to login to Zoho and re-export the data again in order to have the most updated data. Thanks, Ami.
Can scheduled reports be emailed as PDF?
Hello Everyone, I have a scheduled report set up now which is working fine, attaching the document as a worksheet. I notice that it is possible to download reports as a PDF. Is it also possible to schedule reports as a PDF? Cheers Kurt
Customising
Hi, I'd like to customise a few things when in accounts, mainly the fields viewed in contacts and closed activities on this page. Is there anyway to change these?
ZOHO Campaigns
Hi, I use Professional version containing Campaigns. I have read this: http://www.zoho.com/campaigns/help/create-campaign.html#Basic_Details but I can't find these options in my ZOHO. Where to search? And maybe there is some video guide, which explains step by step, how to prepare e-mail templates and start Campaign. Thank you for your help in advance Paweł
Activities in parent accounts
I would like to see the activities in the child accounts when viewing the parent account without having to open each individual account. Is there a function or script that will allow us to do this?
Language setting per lead
I would appreciate a Language property for each lead, i.e. the language used/preferred by the lead when communicating with us. In the US, many people prefer to be contacted by a Spanish-speaking salesman. In Canada, many people prefer to speak French. The language property should preferably use the ISO 639-1 standard for language coding, see Wikipedia. Thanks for a great product, Magnus
reiniciar la configuración de ZOHO
¿Hay alguna manera en la que se pueda reiniciar mi programa de zoho e iniciar con los campos que vienen por default?
Using the Lead Module for different purpose
In our CRM, we do not have use for the Lead Module. I am wondering what would happen if I modify the layout in the Lead Module to serve a different purpose? For example, I need to manage information about the media that we work with in public relations. I know I can add custom fields to the Lead Module, But is there an underlying structure to the module that makes it inflexible to use it for a different purpose? We have the Professional Plan. I know the Enterprise plan allows you create custom modules,
SWITCHED FROM GMAIL TO ZOHO, PREMATURE?
So I tried to switch from gmail for my domain email/work email to Zoho, thinking it would be great to have all my communications with customers from within the CRM. Is it just me for is the email implementation in the CRM not ready for prime time yet? 1. The most glaring issue, is when reading an email or composing one to a contact, there is no way to click a button and go right to the contacts page. Hello, whats the point of email within a CRM then? It would be great if there was an emil tab in
how to insert data in zohocrm from mysql db using php
https://www.zoho.com/crm/help/api/examples.html#Programming_Language26 we want to sync data in zoho znd mysql db,we have got data from zoho in sql and we want to fed data back into zoho from mysql db into zoho using php. Can we get some sample code to do this. Thanks
Pick list edits won't save
In the Accounts area, I updated the "Industry" field picklist with my own entries. When I go back to the Account section, the new list is not appearing - getting what seems to be the default list. Any ideas?
CRM - block registration by the due date !
Is there a way to block registration by the due date, the potential modules and campaigns? For example, a potential that has changed status to gain that can not be altered or lost status with a campaign that can not be updated. Best Regards
How do you change Default settings on Add event so its always pop up vs email
I would like to know how to change the default settings so when I schedule a client, instead of currently I have to toggle from NOT email reminder to POP up reminder. I want to set it up so it is always POP up reminder. How do I change those defaults?
Change in Potentials
I hope this has been solved before else I can't believe this hasn't been thought of before!! As a manager I want to see what Potentials changed from End of day Yesterday to End of day Today. I'm only interested in the 'Stage' changes. I want to know if there has been any 'movement'. I don't care about other activity on the Potential. This will let me know how the Pipeline changed from Day to Day, Month to Month. How do I get this? Similarly I want to know changes in the 'Lead Status' in Leads module.
Leads not converting to accounts
My leads are converting to contacts, but not accounts. When I click "convert" on a lead, it doesn't even show a checkbox to convert to an account. It only shows option to convert to a contact. How can I change this so leads are converted to accounts?
Send Notification Email
Hello,When you create task there is a box "Send Notification Email" when you check this box common sense I am expecting this to send me an email when this task is due but it it sending me an email as soon as I save the task. Is there any way to change this? Thank you.
Share ZOHO CRM data
I would like to have a Share this icon on the top of many pages in Zoho CRM so that I can quickly share a record in Zoho - like a potential - or an activity - with a colleague.
How do I use another field's value in Report Criteria?
I'm trying to build a report on Pipeline movement. I want to generate a report of all the changes to the Stage in each Potential. I figured I would add a criteria in the report where Stage != Stage History and get the report. However, I can't seem to figure out how to use the current record's fields in the values of the criteria. I can do things like ${TODAY} and ${CurrentUser}. How do I get the current record's fields?
Email Issue From ZOHO CRM
I am having issues with some emails that I send from zoho crm, this only happens with some emails and I dont know why. I send the email and the screen goes grey and the circle button is going around like its frozen the system, 1) is this blocking this email due to it not being a valid email? Is there a way to fix this?
How do I reset CRM Analytics Tables?
I want to change what is imported/synced from the CRM to the Analytics db. How do I do this? This seems like a simple operation that should be allowed.
Quickbooks Integration with Zoho and QB Licences
I have downloaded the QB QWC file, do I have to have an active licence and file of QB on the computer I will primarily be running Zoho CRM on? If not how does the QB file integrate? Current Situation: My office Admin has QB Preimer Plus 2014 on a PC, I have a laptop I use in the field (being the owner and sales person) and need the integration with QB, this laptop does not have a Quickbooks Licence. Please advise the proper way of doing this....
Access denied to modules on Zoho Mobile for iPad
after logging in and entering the confirmation key I cannot access the modules. I am being asked to contact the admin which is me. And I cannot find any setting to make the iPad app re-enter the key. Not too urgent as I can use the browser version but I like to have this solved.
Unable to generate preview
hello, i have problem printing documents after fusion. with my logging (administrator) -> no problem but with standard profil -> Unable to generate preview can you help me ? thanks
Problem function
I have personalized Spanish zoho crm, I want to add this feature (Roll-up Potential Amount to Accounts), but it seems like I have to customize the Spanish, this script does not work: The field to join Total revenue already created and is related to SumUpField. I have to change in this script for this function to work for my personalization. Thank you
User Management
Hi, Is there any way to track what an individual user does in ZoHo CRM? I'm interested in when they sign in, and what if any records are modified. Any help would be greatly appreciated
Potential Custom Field that References the Grand Total of a Quote or Sales Order
I have tried a few times to create a custom field in the Potentials object that reads the Grand Total from a Quote or Sales Order. Unfortunately, I have not been able to get this to work. Does anyone know how to get this to work? Thanks in advance.
formula for criteria
I want to create a view of my reservations (potentials) that includes a criteria of 7 days prior to check in (one of my fields). I have the view created, I just need to know the formula for the 7 day prior. Thanks! Marla http://www.islamujeresvacationrentals.com
How to add tags to my Activities
Hello, I use Zoho all day every day at work to add, track and update my business leads. I'm having a problem with managing my activities and being able to have customised fields for keeping log of call backs I need to make in a day and the general status of a task that I have been working on > I know that I can add the current status for example: Not Started, In Progress, Completed. But this is not enough information to tell me not to open the actual task. So if I open the task when not needed, I
Data Sharing / Roles and Search Result
Hi, I want to setup the following customization, but cannot figure it out: I do have internal and external sales persons. The external staff should only see and edit their own leads. Everything fine till here. In the case the external sales staff searches for a lead that has not been crated by their peer group (so they normally would not see it) only the full name and company, as well as the lead owner should be displayed as a search result. the intention is to give every user an overview if a lead
Set up autoresponder to crm
How do I set up an autoresponder to the crm? I see the auto response section, but I don't think I can create a 10 day sequence in there... just one day right? Moderation Update: This is to inform you all that Zoho CRM’s Autoresponder feature will be discontinued
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