Confused! My question has disappeared
I posted a question yesterday - long one about problem with a formula but it does not appear in the forum anywhere. Are questions moderated before they appear?
email campaign
I want to select contact to send a mass email to based on a criteria on their account record. Is this possible?
Some simple reports & calculations needed - Stock/Inventory Management
Other than exporting the Products, and then playing around in spreadsheets manually, is there any way that I can see, from Zoho CRM the value of my stock on hand? There are already fields which list the amount of stock on hand (say for example 3 units) and there is a field which lists the cost of each item (say $1) so it would be pretty easy, one would think, to develop a calculation/report which would show me the value of the stock on hand ($3 in this example). However, it does not seem to be possible
Zoho CRM notes not showing
When I type a note in a crm record, and click on SAVE, it does not show up in the list of notes. I have tried refreshing the page but it is not working. Please respond ASAP
Experienced User's Advice
I own/operate a Consulting Firm where we frequently have to save a Client's Username and Password for softwares and websites. Do you have any suggestions as to how we could track this so that the information is consistent in format and available through CRM mobil?
Reports come up blank
Many of my reports will be running fine one day the next when I click on a dashboard graph to look at the report detail or even just run a report that I know has data in it, the report will show no data. Need to some help to get this to stop.
Ver todas las oportunidades
Como puedo poner a que todos los usuarios vean todas las oportunidades
Status Updates for Activities
I am interested in learning more about how the activities functions work and how others have used them. The main problem I find with it so far is I am unable to perform status updates to activities. I want the ability to create an activity and log sub activities/updates within that activity rather than opening multiple activities and then closing them. Example: (what I would like to be able to do) June 5th, 2013 Create activity: Create proposal for company xyz with regards to service 1, 2, 3 June
Error when sending email from crm app from android app
I have a Google apps domain and have enabled crm and purchased the mail and mobile addons for my users. In the past we were able to send email through the crm, but now we are receiving a "unable to send mail, verify that the name and value is appropriate error. Can't figure this out. Help. Everything appears to be configured correctly.
CRM Web Tabs - Groups Mail platform access & new Pulse access
Team, How can I use the CRM web tabs to access a Group Mail / Platform set up in the Mail platform. I can do a work around and open a new browser URL but the goal of the Enterprise CRM is to keep all SaaS inside the CRM system. Ideally, I would make the web tab the group name and be able to go directly to the group platform. You have a similar problem with the new pulse service. If you add the URL to a web tab and select, it takes over the entire web browser. The CRM page disappears. The customer
Potential Owner -> Contact Roles
Hello, Is there a way to link Potential Owner to Contact roles? When I create a new potential I want it to be linked to my contact without adding contact roles. That is, when I go to my contact and view potentials, it will show the list of Potentials I own. Alex O
New Field with formula from 2 modules
Hello. I posted a question, but it don't seems to be stored, so I repet it. We have a number of modules like 1)Client 2)Product 3)Sales order etc. In Product we have the field "Commission" as a percentage In Sales order we have the field "Amount" I would like a new filed as a formula of commission * amount / 100, in the sales order module, calculated on the time of store record in sales order. Is this possible?
New field - formula including 2 modules
Hello. We have a number of mudules 1)Product 2)Client 3)Sales order etc. In Product we have a field called "Commission" a %'age. In Sales order we have a field called Total amount. I would like to make a new field in "Sales order", that is a calculation of Total amount * Commission / 100, calculated and stored when record is stored. Is there a possibility to do so`? As far as I can understand only fileds in same module can be a part of a formula. Thanks in advance
All tasks view customisation
Can I show the Account and contact in the all tasks view?
Contact Title Within Account Page
Hello I would like to be able to view the job title of contacts within the account page. Currently the preview of each contact only lists the name, email address, phone number and mobile number. How can I also add a column showing the job title? (Please see photo of what I mean) Thank you James
Customized tabs disappeared!!!! all the information is gone :/
Hello, For the last 2 week we created a custom tabbed form to put all of our customers. Now when I log in the custom tabs are disappeared and all the information we put is gone. It is a serious issue and hope it can be fixed. Please help... Efe
¿Cómo enviar correos Masivos?
Buenas tardes a todos!! Necesito por favor me ayuden, quiero enviar correos masivos a mis posibles clientes y no logro hacerlo. Hay alguna opción para enviarlos??? Agradecida de antemano por la ayuda que me puedan prestar. Saludos!!! Heidi
¿Cómo enviar correos masivos?
Hola a todos! Muy buen dia!! Necesito que por favor alguien me ayude para poder enviar correos masivos a mis posibles clientes, mi version es Profesional. Agradecida de antemano por la ayuda que me puedan prestar. Saludos!!! Heidi
QuickBooks
I'm using QuickBooks Premier 2013 and would like to integrate it with my QuickBooks. Do you know what interface is supported? Thank you for answering my query.
Parsing getRecords Response in C#?
Hello All, Does anyone have a good example of how to parse a getRecords Contact JSON Response in C# (.NET)? Thanks
The fromIndex API Method is not working
Hello All, I am new to Zoho API. Using the API documentation, I was able to create a TokenAuth and fetch the list of the first set of Contacts in our account using the following API call: https://crm.zoho.com/crm/private/json/Contacts/getRecords?authtoken=TOKEN&scope=crmapi This gives me the first 20 records. Now I want to fetch the next 20, so I tried the following: https://crm.zoho.com/crm/private/json/Contacts/getRecords?authtoken=TOKEN&scope=crmapi&fromIndex=20 Unfortunately this does not seem
Case - sort order - ipad app
Hi On the Zoho CRM iPad App - is there a way to set the display sort order for Cases? I'd like to sort by Priority - but open to other options Thanks as always Ross
Where im find my account id?
When I am testing a example #6 query return RESPONSE: Array ( [@attributes] => Array ( [uri] => /crm/private/xml/Leads/insertRecords ) [error] => Array ( [code] => 4401 [message] => Unable to populate data, please check if mandatory value is entered correctly. ) ) Im thinking this error because of incorrect account id. Im dont find account id from my zoho profile. help me please. my email avtozaper@gmail.com
Auto sending emails to customers
I'd like to be able auto-send notification emails to our customers when a record is edited. In instance one, I've created an "Order Status" box in Sales Order, as well as a "Tracking Number" box. I've created a rule that sends an email to the appropriate sales rep, but I'd like to skip that step and have it go direct to the customer as well. In the second, similar, instance, I'd like to auto-generate an email to the customer when a Sales Order is created, indicating that their order has been received
Simple Formula I'm Struggling With
Hi, I hope someone can help with this very simple query that I seem to be struggling with. In the Sales Order section I have 2 fields - 'Due Date' which is a selectable date and 'Contract Renewal' which I want to automatically add 1 year to from the 'Contract Signed' date. This is the formula I have so far... Adddate( Newdate( ${SalesOrders.Due Date}) ,1 ,'YEAR') If anyone can help that would be much appreciated. Many thanks, Nathan
How to export selected contacts
Hi, is it possible to export a selection of contacts to an excel sheet? I just saw that we can't convert a contact into a vendor so I'd like to export some contacts and then import then in vendors. Thank you for your time.
Potential Revenues
Hello: Is there a way to calculate company revenue on a sale that might include cash as well as "in kind" (trade)? For example, a deal might be worth $1,000 with $500 being cash and $500 being trade. How do I enter that information in to have a revenue forecast for both cash and in-kind? Thanks. Mike
1 Contact 2 Accounts?
I have a situation were I need to link a single contact to more then one account. If I clone it then I have two contacts created for the same person and would have to update both? What is the best way to handle this?
Can Zoho count number of Contacts automaticly and auto complete a field in my Account?
I would like to be able to pull up my list view and have a column showing how many Contacts are attached to each Account. Can Zoho calculate that for me?
Zoho CRM Free Edition ( Free for 3 Users )
Zoho CRM Free Edition is free for 3 users. Does this mean I can still use it for free if I enable only 3 people to use Zoho CRM in my company (disable all the rest of the people not to use the Zoho CRM)?
Reporting on notes
Is there a way to pull a report on any/all notes added to accounts or contact for a particular day ?
Exporting Contacts
When I export contacts I only get about 3,000 of my 13,000 contacts exported. How do I get all of them exported? Thanks
Linking events to accounts/contacts and showing account name in event page
When I create a new event (from either the activities tab or directly in the account or contact pages), the event appears in the list of events in the activities tab, but not on open/closed activities section of the account/contact. This is unlike calls, which DO appear in the list of open/closed activities Also on the event page, it lists the invitees, but you cannot link to the contact - it is just black text as opposed to a blue link. Also, on the event page it doesn't say what account the
Suggestions to make Zoho CRM more useful
I've looked for answers to the following issues in the Zoho CRM forums, but can't find solutions. Here's my Zoho wishlist: I would like the date and time of each activity to be displayed, together with the name and phone number of the contact and the name of the account. (Events can't be associated with an account, only with a contact. I'd like to display the name of the account for EVERY activity.) I would like to display all the activities I need to do for each day. (Events have a time, but tasks
2nd Product Unit Price
I cannot seem to get the 2nd products unit price to be listed in a html document I am creating. I have already put the id="lineitem" in the tbody surrounding the area with the products being listed.
Web to Lead not notifying the Lead Owner
Notify Owner : Notify Lead Owner As you can see I do check the box to notify the lead owner, but the email is not going out. It used to work on all our forms but no longer work on any of them. I have tried regenerating the code in zohocrm and pasting it, but it doesn't fix the problem. The rest of the form works fine including emailing the person who filled out the form. But, it no longer notifies the lead owner. Help!
mailchimp to ZohoCRM integration
Check out our MailChimp to ZohoCRM integration. http://www.tacticscorporation.com/products/create-mailchimp-list-records-from-contacts Ray Tetlow Tactics Corporation www.tacticscorporation.com
Duplicate entries in report drawing from two modules
I have created a report that pulls information from Leads (i.e. leads is the Module for which the new Report has to be created) and where the related module is Activity. When I run this report some leads are duplicated, and some with an activity appear 4 times. Does anyone know whether there is an existing resolution for this or is it a bug. If the latter is a resolution scheduled?
Is there any way to implement an employee hour report?
I need to implement in our system an online hour report system for our service providers. is there anyway to do this via zoho?
Event Status Not Visible
Hello, I am trying to edit the status on an event but the status field is not visible for alterations. I tried to add a new field named "status" but an error message popped up and said that the field already exists when it doesnt. I also tried to mass update the events status to completed but it did not work. What is wrong? Thanks, Alex O
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