Importing contacts with address fields
Hello, When I import Contacts from Outlook to Zoho CRM, it automatically creates Accounts, which is nice. But it does not carry over the address from the Contact to the Account. I do understand that different Contacts may have different addresses, but I would expect there to be an option to handle this. Also, why are the default address fields for Leads, Accounts and Contacts all different? Leads calls them Street, City, State, etc., Accounts has Shipping Street, Shipping City, etc. and Contacts
Add a new user
When I click on New User, the new area shows up to add name & e-mail (ok) but the Role & Profile line is already filled in with the same job title as I ? Need to change Role and Profile for new user (There is only one CEO)?
Return URL
Hi I have a form on a page that I want to populate my Zoho DB after the user submits it. I am using the Form to Lead template that requires a return URL. However, I cannot provide a return URL as the form is a PHP form that does not actually reload the page after submission. It is a form that should just submit the form, clear the form contents without reloading the page. I hope this makes sense. So it is like those web pages that have a small "contact us form" on the side that the user can use
Two Needed Upgrades
Global Contact manager, which includes Contacts, Leads, Accouonts and Vendors. That way we will be able to sync with google, and others. Also we will be able to use the native mobile application on our smart phones, having all of the needed names and numbers at hand! IDEA #2: It is about z-Sites, but it does effect zCRM Contacts and leads!: can you please add to the blog section of the z-Sites the "Read More" segmenter so that we can have a viable blogging solution competitive with other blogging
Integrating excel "engine" into Zoho CRM
We use Zoho CRM to manage our data. We collect data from customers, run it through an excel model to generate the numbers for a proposal specific to that customer, and then import all this data into Zoho. The issue is that when inputs from the customer change, we need to go back to the model, recalculate in excel and then import again. This is an error-prone process. I wonder if anyone knows a way so that we can integrate the excel model into zoho. Then we could designate which fields in Zoho
Add email to ZOHO Crm
If I go to my sent box and need to add an e-mail to zoho it adds to my e-mail address not the person I am sending it to. So I have to delete myself and look up the recipient info. (Send & Add) after creation of an e-mail does add it to recipients file. Am I missing something? Is this an oversight?
Locate Map Settings
We are currently in the process of adapting Zoho to suit our business needs. Is there any way to change the fields which are searched when you click on the 'locate map' bottom?
Selectively Sync Calendar with Google
Hello everyone, Is there a possibility to sync google calendar with ZCRM's calendar ? I use (like many I guess) Gcal for many reminders and personal stuff. It would polute my professional calendar if it were all synced to Zoho. Maybe there is a feature to sync a specific calendar from Google (one would create a 'zCal' in Google with a specific color). Or there could be a tag (#Z) acting like a filter while syncing ?
Can I set up another field in the leads section
Hi, Im wondering if it is at all possible to set up another field in the leads section. I want to have another sub category under the Industry field. i.e Construction for the industry and then another field for what they do such as Concreting. One other thing, if this is possible, does it create any issues with reporting?
Can you insert Account Record Using insertRecords Method?
I would like to insert a Customer ACCOUNT using the API. I reviewed the methods for "insertRecords" and "updateRecords", but only see the ability to insert and update LEADS. Is it possible to insert and update an ACCOUNT record? If so, would the Request URL be like below? Thank you. ttps://crm.zoho.com/crm/private/xml/Accounts/insertRecords?authtoken=AuthToken&scope=crmapi&xmlData=Your XML Data
Cannot upload documents
One of my employees cannot upload any documents. It allows him to browse to the document and select it, but then nothing happens. The box where the file name should appear is blank.
When I export contatcs from CRM to xls, how can I include the comments field?
Is there any way to include comments in my export from CRM to CSV/xls?
Difference Last Modified and Last Activity
Whats the difference between the two? Both seem to update when I make a change.
Production BUG:web to lead downtime!
Our web to lead isn't working! Google Adwords says 4-5 leads have come to our website which has the ZOHO CRM Web to lead form. If we test the form it seems to work but no leads are getting recording in ZOHO nor is the notification of leads coming to the designated end user! This problem is atleast 24 hour old now!
How can we see our employees contacts within CRM? I can only see my contacts?
How can we see our employees contacts within CRM? I can only see my contacts?
BBC Dropbox
Hello, I cannot find the BBC Dropbox email, to forward mail into my Zoho Crm account. We have the free Zoho Crm for our three accounts. Is it available that function in the free version? If not, which version or which add-ons should I purchase to have this options? Thanks guys
Account Settings
1. In Europe the format of dates is DD/MM/YYYY Is it possible to edit this field in the free edition please? 2. Time Format: To avoid any confusion in setting up meeting appointments or tasks, is it possible to have the military 24 hour clock please?
I don't see Zoho Mail Add-on User
Hi, I bought one Proffessional license and I activated ZOHO mail addon on my account. But on Zoho Mail Add-on Users list i don't see my user and I can't start to configure. What is the reason? Regards, Paweł
Unexplainable search behavior
If I do a search for "HDR" I get 9 accounts that match. If I search for HDR Omaha, I get one account that matches, and that account does not appear in the "HDR" search. Why would a search that should produce a subset of another search show files that weren't in the original?
I created a Potential Report but the data is showing with 11 decimal places
Does anyone know why it would be displaying 11 decimal places? What can I change in our set up to allow it to display 2 decimal places? Thanks for your help!
Query on Forecasting in Zoho CRM
Hi, I am using the Enterprise version of Zoho CRM. I would like to know if there is a way to break up and assign the aggregate forecast for the organization to individual sales staff. Under the forecast tab the current system is only allowing us to create a monthly aggregate forecast for each of the quarter. How can we link this aggregate no.for any given month to the individual quota/target of each member of the sales team. Best regards, Zuhaib Shameem
Google Chrome issue with Enterprise CRM Pulse (new) web tab
Team, The new Pulse application does not load correctly in Chrome when accessing it through the CRM web tab system. All other Zoho apps open correctly in the CRM web tab. When selecting the Pulse tab in Web tabs, it kicks out of the CRM platform and goes directly to the Pulse portal.
uploadFile API
Hi there, When trying to post to the API I always get the response 'Invalid Ticket Id' with error code 4834. I thought the api key/ticket method was no longer used and instead we should be using the authtoken (which is what I'm doing)? Thanks
Getting error 4834Invalid Ticket Id while inserting a new lead
<?php //Get your auth code through the ZoHo $auth = 'my api key here'; $name='nit'; $surname='test'; $email='n@gmail.com'; // This is a very basic lead. // See https://zohocrmapi.wiki.zoho.com/insertRecords-Method.html#Sample_Lead_XMLDATA $xml = '<Leads> <row no="1"> <FL val="Lead Source">Website</FL> <FL val="First Name">'.$name.'</FL> <FL val="Last Name">'.$surname.'</FL> <FL val="Email">'.$email.'</FL> </row> </Leads>'; //Initialize connection $ch = curl_init('https://crm.zoho.com/crm/private/xml/Leads/insertRecords');
How to build a new cmapaing member list?
I have number of campaigns and contacts attached to them. Suppose I have 4 campaigns: A, B, C, and D. And I have a contact X who is attached to A and D. I'd like to get a listing all contacts who are attached to A or B and at the same same time are not attached to C or D. I thought I could make it by this: ( (X attached to A) OR (X attached to B) ) AND (X is not attached to C) AND (X not attached to D). But this construction is still returning X which is wrong because X is attached of D. How do I
fetching related records from Leads and Cases, which is present in Contacts module
Hi, We have a custom field 'Reference Number', auto increment number in Contacts Module. We are able to fetch the record using getSearchRecords API. https://crm.zoho.com/crm/private/xml/Contacts/getSearchRecords?authtoken=...&scope=crmapi&selectColumns=All&searchCondition=(Reference Number|=|EZ1020)&newFormat=2 But we are not able to find a common field which links Contacts and Leads & Contacts & Cases. Which is the common field and how / where to determine or set this up. regards Mani
Only one dashboard component visible visible when using Chrome
I have a problem with some Zoho CRM customers only seeing one component on a dashboard where there are four components ie Potential Dashboard, Cases etc. The problem only occurs with Google Chrome. IE and Safari are ok
Outlook 2007 Match Textbox in a Task to Combobox value in the Assigned Contact
When I created the Task form, in the Page called P2, I added to the Page P2 from the Control Toolbox two text boxes. In my default form for contacts, I have added a Combobox and in the Value area as to Choose a Field, it is a Text Field that I created, the Type is "Dropdown", the Property to Use is "Value", and then under Possible Values, I wrote in a list of words and phrases where at the end of each phrase is a semicolon, which under the Combobox, each phrase shows up part of a drop list, and I
Zoho Viewing
Not sure why but in my google chrome browser, i can't see the charts correctly on my dashboard. You may need to work on that. The boxes are just blank.
CRM - TAX INCLSUIVE
Hi all, I have just registered this software today and am needing to get it functioning asap. I have a question, I am hoping someone can kindly assist me with. How does one add a GST (Australian Good's and service tax) to my invoicing and how does one make it inclusive. I have managed to add the GST tax, however a $100 item (including GST) is coming out as $100 + $10 = $110 when it should be $100 Any advice would be greatly appreciated. Daniel
I want to upgade to a paid account, and I only want 1 user. Is this possible?
So I want to upgrade to the "old enterprise" and I'd like to have only 1 user as it costs 25/user/month. Is this at all possible?
Pricebooks, quotes, invoices and setting up
Hello, I am currently trying to setup Pricebooks. Put simply I have three products. Each product has a number of tiers ranging from 5% discount and upward in increments of 5%. Setting these up is fine. What I am having issues with are that the Quotes display the Unit Price and the List Price but not the Actual Price once the Pricebook discount structure has been applied. The customer sees the following on a print preview: Qty = 50 List Price = 29.90 Total = 1,345,50 When the customer does the
Can the CRM Tab Names be reset to their original
I'm experimenting with CRM, and have made some changes to the tab names. However, since this is a dual-language (English-Spanish) configuration, when I changed the tab in Spanish (Lead to Prospecto), the same word is used in the English version. When I changed it back to "Posibles clientes" (the default), that is what shows in English as well, NOT the English default. Ideally, I'd like to set tab names separately in both languages (Posibles clientes -> Prospectos AND Leads -> Prospects). As
Where do i begin?
I have a real estate investment business. I buy, fix and sell real estate. I am convinced that I need a CRM of some kind and that Zoho can help me. But, I am not sure where to start. Where is the best place to learn how to make the best use of Zoho CRM
Notify Group of Upcoming Due Date
I have established a custom date field in the accounts section of Zoho CRM. I would like an automatic email notification sent out to a group when we get within 180 days of the date. Anyone have any idea how I could accomplish this? I am on Zoho CRM Professional. Thanks in advance for your help. Tom
Signing Up
Ok So I started with the Free 3 User. I downloaded over 500 contacts and came in this morning to only 57. 1. Why? 2. When and if I upgrade should I just re-download 3. When you download in professional does it weed out duplication or show you the duplicate contact/name/account etc.,?? Thank You
Pricebooks, quotes, invoices and setting up
Hello, I am currently trying to setup Pricebooks. Put simply I have three products. Each product has a number of tiers ranging from 5% discount and upward in increments of 5%. Setting these up is fine. What I am having issues with are that the Quotes display the Unit Price and the List Price but not the Actual Price once the Pricebook discount structure has been applied. The customer sees the following on a print preview: Qty = 50 List Price = 29.90 Total = 1,345,50 When the customer does the
Leads within a Project
My PROJECTS require financing which I seek from various sources (banks, private capital, etc), which I would like to be LEADS for the Project, until they provide funds, at which time I convert them into Accounts. Is there a way to create a link Projects and Leads? I can do Contacts but I find that the Leads tab provides more of the information that I need. What about VENDORS? Instead of LEADS, associate them to PROJECTS? Can that be done?
Seeing (gadget) tasks within Task page
Hi! Regarding the task gadget within email message in my CRM email inbox. I am able create task within the gadget, and the content will stay embedded within the email, but when I look within the CRM Task page I don't see the task, even when showing "All Tasks". What can I do to be able to see the task that has been setup/associated to a message within my task list? Thanks,
from google docs to potentials
How can I generate a Web to Potential form?, There is no an option on he setup menu. On the other hand I would like to know if is possible to use a google form (from google drive) which is used on a website and integrate the infomation from those fields into the potential fields? Thanks!
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