Problem with set up : organizational settings
I have just joined Zoho CRM. I am the administrator and only user. When I go into the "set up page" then "organization settings" to add my company information it comes back with an error :Insufficient Privileges to perform this operation. Contact your Administrator. Does it have anything to do with Google Apps set up? If I am the administrator and only user how do I fix this? Thanks
ZOHO CRM - Macros - can I set them for entire company in the future?
Will you be upgrading the Macros so I can set them for our company or a few people in the company? We would like to standardize how people use some Macros. Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
Can't add new task via API
I'm trying to insert a new task and I can't seem to get it to work. I'm doing a post to this url "https://crm.zoho.com/crm/private/xml/Tasks/insertRecords?authtoken=MYAPIKEY&scope=crmapi&newFormat=1" (using my real api key of course) with these headers User-Agent: Fiddler Host: crm.zoho.com Content-Length: 183 Content-Type: text/xml with this request body <Tasks> <row no="1"> <FL val="Subject">Call</FL> <FL val="Due Date">2009-04-20</FL> <FL val="Status">Deferred</FL> <FL val="CONTACTID">AVALIDID</FL>
I am no longer able to login to zoho ...what changed over the weekend with Zoho?
Hi, Starting on Monday, after I click login, I go to a blank screen that says please wait and it just hangs there. I use zoho daily and have not made any changes to my system (Mac 10.5.8, Firefox 12). Can someone advise if zoho has made some changes affecting Firefox users? thanks
Large database updates
We've been with Zoho for a very long time. We've always contacted support once or twice year to ask for temporary additional API calls when we needed to make very large database updates or to clean up the database. When we did they would give us 50,000 calls for three or four days. We have about 225,000 records. The last time I wrote in and asked for the increase for a couple days they told me no and they told me to buy more licenses. That is ridiculous. I need to make changes that might use up 25,000
Removal of CRM user with Zoho email add on
Unable to remove the deactivated users from the drop down when looking at emails within a Contact. Just looks messy.
Email to Contacts
How do I send mass email to only a certain number of my Contacts?
Integration of PHP and ZOHO CRM
Hi Developers, I have a one PHP form with some fields and when i submit the form the value of form added in the database but same time after submit this form i want to create the new Lead in ZOHO CRM with the same values of form.So how i can achieve this functionality?what are the steps i want to do to achieve it?So please give me a solution ASAP. Thanks & Regards, Enjoying ZOHO CRM...!!!
SPF domains from Zoho CRM and SPAM
Hello support We would like to verify the domains assigned to send mail by zoho crm, to whether we can successfully add our spf thank you very much
Convert option is gone
Previous situation: I search for lead, press save and then I can convert. Good! But now: I search a lead, press save and return to my search results. Not good! I did not change anything, please help! Wouter wouter@debuurtboer.nl
IPAD App login issue
Hello, I could not enter to ZOHO CRM from IPAD free plan for 3 users Is it closed for free plan?
Exporting Data
Can you export client contact data onto an Excel spreadsheet
Zoho CRM Office Plugin - Word 2010
Good morning, we are in the process of rolling out office 2010 to our estate. During our testing phase we have come across some issues with the Zoho mail merge. When we enter a lead, go to actions and then mail merge select the required template and open with Word we get the attached error. Please can you advice on this? Regards Peter
creating a view for activities that allows past events to not show
right now, i can't create a view in the activities section that allows for past events to stop showing up in the view. I actually have to delete the events in order for them to no longer show in the activities section and it clouds my view of tasks that I actually need to accomplish. Also, by deleting an event, there is no way for me to go back to my calendar in case I need to recall what I did on a certain day. here's a video of my problem http://screencast.com/t/PU7E8TZpm
Zoho creator related list Window is outside the view in Internet Explorer 10
When I use IE10 to edit an item in related list in Zoho CRMs accounts module to edit Zoho creator information, the window appears on the bottom of the page and the rest is gray. So when I click edit, everything is grey, but if you scroll down, you find the window. This problem does not occur in Google Chrome
No convert button?
Hi, just wondering is there no convert button on the free edition or am I missing it. I looking to be able to convert leads into contacts and because I've already got contact details entered, would I also be ablve to convert contacts into prospect? Many thanks Paul
'new user' conflict
Hi We have 7 licenses and 6 active users. When we try to create a new user we get a message saying we need new licences. We have a new sales staff member on board who needs to use the system immediately but cannot get her installed. We set her up yesterday and sent activation email twice but she does not receive the activation email and now the system says "User does not exist" even though her name is in the list of active users - and she is inactive!! Can someone please fix this problem with some
Problem with contacts related to the clients
Goodmorning, I have a question, we have a problem with our contacts link to the clients. We import our clients from another program and now we have 1600 clients and only 400 contacts because we didn't create the contacts in clients tabs. Now we want to send massive email for an event but with zoho we can send only to contacts and leads. So how we can create a view to see where the clients haven't the contact and create manually ? We spend much time to go inside every client one by one... thanks for
Products has disappeared
As of today, I can enter a product into a potential, but as soon as I press save it has gone (not saved). I cannot edit the product field from the potential page - the edit function has also gone. Is there a bug today?
How to show Vendor's Address on the invoice/Template inventory ?
I'm trying to show my vendor's address, on the invoice, It shows me the vendor (Venue) name, but without his address, How do i add it? Thanks
How to create Single Invoice for Multiple Sales Orders in ZOHO CRM?
We have a requirement to create different sales order for the whole month. At the end of the month, we would like create a single invoice out of those sales orders. How to achieve this in ZOHO CRM? Thanks Regards Vivek
Can't upgrade
When i try and upgrade or buy more accounts, it just redirects me to the homepage. Can anyone help? Thanks, Hugo
Custom Potential Field: Won date
Hi, I'm trying to build a custom potential field which shows the date on which the status is set to won. Is this even possible and if yes, how? Thanks for your help! Regards Arthur
A way to report on all leads for a given month
Is there a way to report on ALL leads created in one month by source. I need to include both open, closed lost and converted leads. Right now I can only see source of non converted lead and cannot find a way to add the converted leads to the same report. I'm trying to do this to gain insight into my sources of leads, volume in and disposition of each lead.
Blind Copy on Leads
Hi, We are starting to send emails to leads through Zoho CRM but we want to copy or blind copy our sales@ email address by default when sending. Can this be done and if so, how? Thanks, Abbos
Using html in Zoho CRM email to send a form that works
Hello there, I'm trying to use Zoho CRM's email templates to email certain clients a pre-made template with a form inside of it. I have this form pre-populated using Zoho's normal ${Contacts.ZZZ} to inject information and I wanted to submit this information via php to a web program that will analyze any changes made and then use Zoho's API to edit and update info in my customer database. Here is my problem though, every time I enter the form information Zoho seems to want to strip out all of my
web to account form
is it possible to have the accounts section populated via an online form?
How to print mailing labels for Contacts/Leads associated with a campaign.
Hi, We have an event organized and want to send out invites to some selected Leads and Contacts. So we made a new Campaign, added the leads and contacts to it. But now how do I print mailing labels of these selected people. I cannot seem to create a report
Notes for this....(FIELD WIDTH)
Hi. Is it possible to change the width of the fiedl for the "Notes for this (Suspect/Contact/Lead etc)"? Appreciate your assistance!
Incomplete upload
Hi, I uploaded a database of contacts onto Leads, however not all of the contacts uploaded. Why would this be? Does this mean that I have to identify who are not on the system and manually upload them? I look forward to hearing from you. Kind regards, Ninke
Zoho Outlook sync issue
I have had to reset my Outlook, including re-import lost contacts from backup. Now, ZOHO sync for Outlook wants to delete all my contacts within ZOHO. Isn't there some way I can choose to over-write or to replace contacts. The way it is, all I can do is push accept and watch Outlook erase all of my contacts in ZOHO.
App not working
I have 7 sales people out on the road using the Zoho App and have been for a little while already, all at the same time they cannot access CRM, everything is fine if they log into zoho from their personal PCs but not on their Smart phones either iphone or andriod . Help,
Creator integration inside CRM
Hi folks I really like that Zoho has incorporated Creator inside CRM, to allow custom forms to be built and deployed. I seem to be missing something, however, and wonder if they have missed the point a little in the way theyou have created the facility. For example: Against each CRM account I need to store some custom one-to-many information records. These records might, for example, contain Assets. Each Asset record might contain: Account Name it is linked to Product Code Date Purchased Serial
Mail issues
The Mail does not recognize any of the contacts, leads, etc when writing a new email. Usually after entering the first three characters a drop down list with the possible contacts starting with those characters would appear, now it doesn't and if I click on the little icon next to the field to see the contacts it says there are no contacts!!! What's wrong?
NEW LIMITATION: not allowed to change ownership of 100 records at a time!
Good morning. Today we began to receive an error message when changing the ownership in more than 50 records. The error that appears is: 414 Request-URI Too Large This is the same in several modules. We hope that Zoho has not changed the limits arbitrarily, since you don't provide a mechanism for transfering property of all records from one user to another when an employee leaves. This is a very tedious and time consumming process, and it al ready took a lof of effort changing 100 records at a time.
When creating an event it doesn't display leads and contacts in the send invite section.
I am trying to create a new event related to a lead. Everything works great except when I try to send an invite request, the form just displays the users. It does not display My leads nor my contacts. I have tried on other web browsers and still experiencing the same issue.
Opening cases in a new tab
I was previously able to open multiple cases in new tabs (right click the case, and click 'Open link in new tab'). This allowed me to work on multiple cases at a time. Now when I try to do the same, I get a blank page. I mainly use Chrome, but have tested it on FF as well, same results.
tag multiple emails to linked to a potential
Can you provide the functionality to link multiple emails to a potential in one function. This will save an enormous amount of time when you update your emails to ZOHO if you do not have time to do one by one ??? regards Peter
Leads/Contacts invitees not showing up when an event is created from within a lead or contact.
When you try to create an event from a lead or contact...other users show up fine and can be selected, but any leads or contacts you invite do not. The check boxes show up..but the text is not there..its like the text is in white against a white background...please fix.
Which License do i need to manually deside who can see an account or contact etc.
If an account is private or confidential, in which version do I have the option to prevent showing this confidential information to all people? And maybe only visible for 1 or 2 specific persons? Thank you for answering, Fabian van den Barselaar
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