ZOHO Campaigns - how do I export so I can send direct mail postcards from Vistaprint
How do I export the mailing addresses from a ZOHO Campaign so I can send an Excel spreadsheet to our direct mail company? I don't want to use the Sheet since it does not export thousands of contacts. What is the best way to export those contacts? Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
ZOHO Campaigns || Segments within a mailing list
Hi, We have created segments in our mailing list. When adding a contact manually, it only gives you the option to add the contact to a mailing list - but not a segment within that mailing list. Is there any way that we can add a contact to a segment? I look forward to hearing from you. Kind regards, Ninke
Demoting A Contact
Is there a way to demote a Contact and make them a Lead again?
User accidentally created a CRM company
I was attempting to add a user to our existing company CRM. It was already past the 7 day email invite period. The user instead clicked create company and is not locked to that new company. How can that user disassociate from that new profile and be added to ours. I tried searching the forums and got lost in the results.
NAVIGATION PROBLEMS Next and previous arrow keys dissapear - Have to go back to MAIN LIST - NEED SOLUTION!
1. In the LEADS section - The Next and Previous Arrows are NOT working (Browser: IE 10 and GOOGLE CHROME and others) Example: After you go to a contact and edit contact information - you then save and try to advance to the next record. The first time the arrow keys will work to forward to the next contact - when you edit that next contact and save then try to advance to the next contact record, THE NEXT AND PREVIOUS Arrows are GONE. YES, THEY DISSAPEAR and are GONE - This causes all my reps to have
Is there any API methods to delete the authentication tokens in Zoho
Hi, I have a requirement to delete all the created authentication tokens in zoho , is there any API method to meet this requirement , if so please assist me in this case. Thanks, Venkat.
E-Mail reminder for all tasks
Is it possible to set up a mass update for all my tasks so that I get e-mail reminders? Thanks
Sales Orders
Hi! I would to know if it is possible to integrate my existing sales order form to my zoho crm? With the same design format.
Export certain contacts in CSV
Hello, I wwould like to be able to export 100 or 200 contacts as a CSV file. I used to be able to do it but I cant seem to find that function anymore. Randy
Send Alerts when the sales order is delivered
Hi, I wanto to make an automated rule so the account of an existing sales order would receive an email (created on email template) when the status on the sales order is changed to DELIVERED. But when i try to make this rule on the Actions part of the Rule it does not give me the option to send to the actual contact, just the account owner or account creator. What am i doing wrong?
What's the maximum number of user-defined fields that I can create for all modules?
What's the maximum number of user-defined fields that I can create for all modules?
Need formula help
Can someone give me the function for multiplication of 2 fields and then a % to determine potential commission? Fields: Nights. This is a formula field where I have configured the number of nights a guest is staying based on their check in and check out dates they have selected. Nightly budget. This is a currency field . I would like to multiply the Nights * Nightly budget then *15%. Thanks!
Add product name and amount to contacts or potential
We are online retailing products with Zoho as our CRM. We have a huge number of product we sell and we would like to be able to filter out customers by SKUs, product name, total amount of their purchases. We see that we are able to add products but we are not able to add the quantity, and also we could not add the same product twice. we have different variations of the same product and would also like to track it. Is there a way to go about this? Also, I would like to report Customer lifetime value,
Zoho Support Requests Integration with Zoho CRM
In a forum titled "Real CRM integration in Support", Lawrence (a Zoho Support Employee)states that Zoho CRM and Support currently have the "Ability to see support ticket of Contacts and Accounts in Zoho CRM, without necessarily having a Zoho Support license." How is the above accomplished because when I try allow my team to view support tickets in Zoho CRM, the system tells me I need a license for each Non-Zoho Support User. Zoho Support has no value for us if we can't share support requests
Cannot attach files to emails
I am using CRM in HebrewFor some reason I cannot attach files from desktop\hard drive when send an email from zoho crm. only from the documents library. when clicking the regular attach - nothing happens ! I tried both on FF and Chrome This is a new problem and and didnt exist a few days ago.. Please help Gilad..
Custom Link order
Is there a way to re-order the custom link order without having to re-create ALL of them in the order in which you want them displayed in zoho?
ZOHO CRM - Mass update for Salutation
Hi Guys, I need to use mass update for updating "salutation" of the contacts. Pleae coudl you tell me how to do it? Roland
NAVIGATION PROBLEMS Next and previous arrow keys dissapear!
1. In the LEADS section - The Next and Previous Arrows are NOT working (Browser: IE 10 and GOOGLE CHROME and others) Example: After you go to a contact and edit contact information - you then save and try to advance to the next record. The first time the arrow keys will work to forward to the next contact - when you edit that next contact and save then try to advance to the next contact record, THE NEXT AND PREVIOUS Arrows are GONE. YES, THEY DISSAPEAR and are GONE - This causes all my reps to have
API getrecords limitations problem
Hello I have created a page with the code example in PHP and tried to fetch data from accounts table but I wasn't very successful. My first problem is that only 20 records inserted to my local database from my crm and the other problem is that only 2 fields were transferred and the other fields remain empty. I don’t know what is the problem, Please guide me through this. Thanks
Convert Lead to Account
Hi I cant seem to convert a lead to account, when i make changes to the lead and save, no convert button/tab is shown. Wierd was working 2 weeks ago
Set default for custom field
We have a custom datetime field in our cases, and every time we create a new case, the due date field is empty and the time drop-down is set to 1am. I would like to set the default for same day, and time for end of current day by default, but allow this to be changed as needed. I have looked at the automation section, but there doesn't seem to be any way of updating a date/time field there. Is this something that might be do-able as a custom function with scripting? If so, does anyone have any tips
Copying Zoho metadata to another instance of Zoho
Is there any way to copy the Zoho metadata from one instance to another. The use case is a company has sold part of its business and the new company wants to have the same Zoho setup - that is, a Zoho Clone. This is relatively easy in Salesforce but I can't find anything in the documentation that says you can do this in Zoho.
My "Convert" button disappeared!
Not sure if I changed something that affected it, but for some reason on my leads homepage there is not a button to convert them into contacts, accounts, potentials. Has anyone else found this happen to them? If so, a way to get it back? Cheers!
Adding email through API
I'm currently working on a system that syncs with Zoho. We want to be able to track the emails we send (through our system) to a Contact using Zoho CRM. We want to track the email as if we sent it from the Zoho CRM (like the picture below) even if the email was sent from our system. The sending of the email though is done by our application, so we'd like to know if we could use the API to insert a new row to the emails of a contact so we could keep track of it. Any help on this would be appreciated.
Report: Invoices by owner
We use Big Commerce for our website/shopping cart/order system and Zoho CRM. Orders in BC come over to Zoho as Invoices. I need a way to see all of theses invoices by the account owner, who is the sales person in our case. Has anyone found a way to do this?
how are the relations between accounts table and notes, call history, contacts tables established in CRM Database?
Hello, Which field of the notes table and accounts table are used to join these 2 tables? Which fields of the call history table and accounts table are used to join these 2 tables? Which fields of the contacts table and accounts table are used to join these 2 table1? Please guide me, Thanks Sara
Quantity in Demand showing a minus number - best practice advice please
Hello When I create a sales order and then convert to an invoice, the stock inventory is handled correctly. The quantity in demand increases when the sales order is made, then when the sales order is converted to an invoice, the quantity in demand is reduced, and then the quantity in stock is reduced as well. This is normal, and I understand. However, when I just want to create an invoice (without a sales order) the quantity in stock is reduced (this is correct) but then the quantity in demand becomes
Is it possible to force a field format?
For instance, we want all phone, mobile, and fax numbers to be in the format of (xxx)xxx-xxxx.
Formula Fields to talk across modules
I love Zoho in many respects. I completely modified the plain crm system to become a full featured language school management system. None of the school management systems I evaluated cut it, so I chose to go with Zoho and it has paid off for our school. However, one feature in particular is lacking, which I feel would dramatically enhance Zoho's positioning in the market: the ability for a formula field to talk across modules. Say I create a financial field "Total Charge" in the Inventory module.
Custom View for entire organization?
Hi - I thought "CEO" level customizations are applied across the entire org. Is this not the case with Custom View? I'm trying to set My Leads and My Activities as the defaults for everyone (as opposed to All Leads/All Activities). Thx
Free version: Custom fields or not?
I activated my free CRM last night. The documentation from within my CRM instance says I get 25 custom fields: https://www.zoho.com/crm/help/erutaef321.html#custom-fields However the button to create custom fields is not available. THEN i see a post from 10 days ago where a Zoho employee is pointing another user to a COMPLETELY different set of documentation that says we get no custom fields. What's the story here? If we don't get custom fields, I won't waste my time and look for another solution
Error during synchronisation. Zoho CRM could not push Contacts updates: Could not communicate with ZohoCRM: [4421]: You crossed your license limit
I'm on the free account. My syncing software is giving me this error from zoho crm. Why? I read nothing about restrictions of api calls to the free account. Thanks
App for Ipad ?
Can I down load a different verison of the Ipad app than read only?
Urgent: Can't update credit card
I can't update the credit card in any the supported browsers (Chrome, Firefox and Safari), when I click the link I get this: http://screencast.com/t/j8lUPsI0N several javascript errors that do not the page load and stays with the "Please wait" animation indefinitely. What can I do? I need the backup as soon as possible!
Zoho CRM auto-responder and send email features: how to determine if emails got bounced
We just started using the auto-responder and lead > more actions > send mail features. Is there a way to determine whether emails to leads bounced due to reasons such as full box, invalid user on mail server, etc.?
How do get a list of contacts that only belong to a user view?
I can't seem to extract the contacts that belong to a user view, does anyone know how? In reports there's no option for "User view" and when extracting a full backup, none of the fields mention what view that contact belongs to.
Zoho CRM, Email CUTS OFF THE SCREEN in Chrome, Explorer and FireFox
Recently I noticed a very irritating presentation issue when selecting and reading emails or when attaching Documents Direct to DropBox See Screen Shot Below. Notice the two scroll bars on the right side the inner scroll bar is as far down as it can be moved, however you can see that the screene is cut off completey. It is impossible to scroll to the bootm of the window. If you click on the DropBox window and then press the tab key the Save Button will appear so you can save it, but navigating
Report For Contacts Who Have Purchased X items
Right now I have contacts that are associated with invoices and within the invoices are products purchased. Is there a way to run a report on 'All customers who have purchased product X' and 'All customers who have purchased product X and Y but not Z'
File Unmodified Alert
Is there a way to send an alert to the file owner when a file hasn't been modified in 24 hours?
Mobile Edition
How do I enable the mobile edition?
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