Sync my API with Zoho CRM
Hello, I want to know if it possible to sync my API with Zoho CRM , if it s possible can you explain how I can do this please Thanks
Mass Update potential
Will mass update only update the potentials that are check selected or will all potentials be update?
What does "Existing Business" mean in Potential Type
I'm a new user and trying to figure out what "Type" means within Potentials. I'm assuming by default a potential is new business - even if tied to an account it's still new business for that account since it's a potential. Under what circumstances are people using "exisiting business" as the type for a potential? Just want to make sure I'm starting off by using this as intended. Thanks!
Generating a Specific list for Mass update
How can I generate a list with First Name, Email Id, Due Date and "Subject line for Due date"
Workflow upon edit, not consistant
Hi, I have set up our Potentials module, an email template and a workflow which emails the potential owner if a checkbox "Email Copy" is checked. I have the workflow set to Create or Edit. Creating a Potential, this works perfectly. But if I edit, I don't receive another email. What seems to be happening is the system only realizes a change has been made if I edit the "Email Copy" field. It appears to be working as if I were using the "Field Update" option for workflows. Have I selected something
Quickbooks Integration
Web Connector failing. Log file below. Log file initialized at Saturday, October 19, 2013 - 12:28 PM UTC Timestamp format used: YYYYMMDD.HH:MM:SS UTC QBWebConnector 2.0 has been initialized with its logging status to level = DEBUG. Please restart QBWebConnector for any change in log level to take effect. Use file menu to clear log. 20131019.12:28:27 UTC : QBWebConnector.RegistryManager.setUpdateLock() : HKEY_CURRENT_USER\Software\Intuit\QBWebConnector\UpdateLock has been set to False 20131019.12:28:27
Create a recently modified contact view?
I'd like to create a view showing recently modified contacts based on the criteria that a call or task has been modified or added. This should be similar to the recently modified contacts view, but have the fields showing for "description" from the call or task completed. I attempted to create this using "modified time" as the critera, but there's no "most recent modified" parameter. There is a default recently modified contacts view in zoho and I'm guessing the criteria should be similar to this,
The records in the Recycle Bin removed by admisistrator can be restored by user
https://www.zoho.com/crm/help/miscellaneous/recycle-bin.html hello I found that The records in the Recycle Bin removed by admisistrator can be restored by user Is it possible to close access for administrator's changes view in recylce bin and restore possibilities?
New Forecast
Seems strange that we can not swap between monthly and quartely reports. Can we update this ASAP?
Zoho Activity to Outlook 2007
1. Suggestion: The system really needs a button at the event that will open and create a new outlook calendar event. 2. Problem: Other users are creating Activities and inviting me to them. I get the e-mail notification. However, it does not put that Activity on my Zoho Calendar and does not make it available when I Sync Calendar using the Outlook plug-in. This makes the Zoho Activities useless for someone who relies on Outlook Calendar to schedule their time. Is this an error in the way we're
Sorting by Lastname
Hello Is there a way to sort leads by Last name but also show the first name? Thank you
Comments on cases not added to email templates
Comments on cases not added to email templates ${Cases.Add Comment} All other fields seem to work ok Regards Toby
Zoho integration with Quickbooks Pro 2010 available?
Hi, I was wondering if the integration for Quickbooks Pro 2010 is in the works. I see earlier versions are in beta testing. Thanks. Rebecca
New Lead Creation and Tasks
I would like to find an easy way to create a lead and then have all the follow up tasks automatically created for that lead. Example, I create a lead and the system will create a task list for the lead for 1 week phone call, 2 week email, 3 week phone call, 4 week email, ....etc. Is this possible? If not can I create all the follow up tasks in one lead and then maybe clone the lead? Any help would appreciated.
forecasting problem
good afternoon Moved to the new preview release of Zoho CRM. I have created a goal for quarterly hierarchy, but can not Show what has been done, only the flow. What do I do?
Mark cc to other users in notification mail & Outside users in case of tasks
Mark cc to other users in notification mail & Outside users in case of tasks , tried doing but does not work
Help Setting Up CRM for Referral Channel
Hi all. I need some help getting my head around how to set up Zoho CRM for our particular needs. Here's what I sent to support (no response): I have several questions as we’re thinking about how to set up Zoho CRM for our company’s specific needs. In particular, I’m working on the Sales portion of the process, and I’m having difficulty determining how to classify different types of people and companies we deal with in the sale process. Perhaps if I described our situation, you could make a suggestion
ZOHO CRM Reports - in the future can we create saved reports as PDF rather than Excel/CSV?
Currently when I send out weekly reports (Report Scheduler) from ZOHO CRM they are in Excel. In the future will we be able save and send these out weekly in PDF? Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
Lead search not returning known record
None of the leads imported earlier this morning are being "found when searched for" I have checked search settings, spelling and checked multiple records. If I click the lead tab and sort descending by last activity the records are listed in CRM, they are just not appearing in search results.
Can only load 100 CSV contacts of spread sheet of 3,500
Can't figure out why only 100 load into Zoho, have tried 4 times including deleting and re-loading...
How to update field in CRM account module through WEBHOOK
Please anybody can tell me. How to update the CRM field through WEBHOOK (CRM-WEBHOOK-Creator) and one more thing in webhook they are using apikey, ticket but these are outdated now days. So Please help me. https://www.zoho.com/crm/help/automation/webhooks.html
How To - Create links within a module to excel files stored/located on hard drive
I want to have a link on the NEW POTENTIAL BUSINESS module to access one or more excel files on my hard drive. Is there a way to do this so the same ' excel template file' is available with the addition of every new potential business addition? If there was a way to put it in the sidebar area just below where the current LINKS area is now would be ideal
How to export leads from crm to creator?
Hello everyone , I'm a newbie and have just strted . I've created 5 leads in crm and want to select and export a particular custom field=Hired , into creator using API .. How shall i do that ? Reply ASAP regards ! Mankanwaldeep
Potential by Lead Source report
Hi, How would it be possible to create a Potential by Lead Source report? Thank you.
Email Templates Not Coming Up When Individually Emailing
There seems to be a glitch with sending individual mail. This has been going on for about a week. When individually sending mail and choosing a template, quite often Zoho doesn't catch that I've chosen a template. I click it; the message body remains blank. I must go back into the template drop-down field and select it again. It doesn't do this all the time, but it's often enough where it appears there is a glitch or a bug. Any thoughts?
zoho.com
When I first login to zoho, the starting page shows the blue login name as "jimmyewilson." My problem is that Jimmy is a past coworker who has since left and now I'm in charge of the zoho account. I've managed to update everything else but this, how do I edit this? Thank you, I've tried phoning zoho and talking to other colleagues but no luck so far!
how can i assign leads?
how can i assign leads?
Imported Accounts Not Found
Started using Zoho yesterday. Just tried to load an excel csv. file with only 5 rows and 50 accounts. I received a message saying the import was successful but I can't find any of the data. Any ideas?
Zoho Quickbooks UK Integration
Hi, We are planning to use Zoho CRM with Quickbooks UK version and were wondering if there are any known issues with integration? I know the integration doesn't support UK version of Quickbooks but may be there are workarounds. Thank you for your help in advance.
Features requests and limitations
Dear Zoho CRM Team, As you might remember, i've sent you couple of requests recently regarding so many problems i got when i tried to use Zoho CRM not only as notepad/contacts database, but as real sales automation tool. I'd like to discuss this with you and other customers. I discovered these ones: 1. I can't get rid of my currency name in English when i want to put just price of the product somewhere. I always get that "RUB" abbreviation while not only it's not correct to put English currency name
How do I get Zoho CRM API Access?
Testing this service and would like to test the API feature as well.
Link a Contact with a Campaign
I have had a play with the Zoho CRM API and I am not sure how to accomplish what I want to do. I have a Zoho CRM setup where Contacts are mapped to Students and Campaigns are mapped to Classes. When a user registers for a Class in a Wordpress registration system I would like the following to happen. 1) if the Student (Contact) is not in the CRM then create the Student using the API. ( This should be easy ) 2) Link the Student with the Class ( Campaign ). So if the Student already exists a new one
Sync my API with Zoho CRM
hello, I want to know if it possible to sync my API with Zoho CRM and if it possible how I can do that Thanks
Sync my API with Zoho CRM
Hello, I want to know if i can sync my API with Zoho CRM and don't use Zoho API. And if it s possible can you explain me how i can do that please Thanks
Sync my API with zoho CRM
Hello, I want to know if it possible to sync my API with zoho CRM, if it's possible how i can do that (i had my URL and my api_key). Thanks
.pdf saved as attachment. "Open" or "Save" options. Will only save
In the CRM, when I have an attachment saved to a lead or client, when I click on the .pdf the CRM gives me 2 options. I can either "Open" it or "Save" it. In the past, when I clicked "Open" it would open in a new tab (browser is Chrome). Now, when I click "Open" it brings up a "Save As" dialog box. It won't simply open in a new tab. I tried disabling pop up blocks. That did not work. Any suggestions?
Default Text in a Field
Zoho Team, Is there a way to add default text/values into a field? It would be a very helpful functionality to add to our database. We want everyone to know exactly what to type in each field and default text would help describe what content should be addressed in each field. Please implement a way to add default text into Zoho CRM. Thanks, ARMGroup
Excel/spreadsheets? Or a problem with the Custom CRM?
So are you saying it's a problem with Excel/spreadsheets? Or a problem with the Custom CRM? ;) How about Zoho Suite CRM? (hah, that's the non-programmer thinking, in fact I like the idea how I can paste a spreadsheet into Zoho Creator). Zoho Suite camper here. Google, in fact and nextbuying sites sell more cool gadgets consumer electronics system sites, was way behind when implementing simultaneous editing by multiple users and other functionality. Zoho all the way (plus awesome responsiveness to
Reason Why I cannot see some Contacts in Activities Report?
In the Activities Report I see some Contact info but not all. Any ideas why?
product pricing - subscription
How do I create a product with a recurring monthly subscription pricing model. eg. Product xyz @ £50/month and show the value of the potential as a 12 month subscription.
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