Unable to download any attachments in zoho
I have gone to several opportunities and clicked on the "attached" doc but it will not give me the option to open OR download. Something isn't going through.
Web to editted Forms
Hi I edited Cases and named it Interactions which I later publish on my website. I also created rules and email alerts for the web form. Any time the form is filled on my web page, It does not appear on my interaction but applicants gets the auto response e-mail. Is there any reason why the information entered on the web page is not appearing on my CRM?
New User Activation
Hello, I created a new user for our Company but he doesn´t receive the confirmation mail. Please, solve this problem so this user can start using Zoho. Thanks in advance, Javier Pérez de Zabalza
Unable to export "First Name" column in Contacts
I'm unable to get the First Name column to be included when I export to Excel. I've created a view using "First Name", "Last Name", "Address", "City" and can view this data within Contacts but when I try to export to Excel I'm only getting the following columns: Contact ID, Last Name, Address and City. If I add any other columns like Account or Email, these do get exported. Unable to get the First Name. This appears to have happened only recently, within the last week or so, I create an Excel
uploading documents
i keep uploading documents - they appear to load but are not there??????? Help!!!!!
Stable URLs
Hi there, Are there stable URLs for contacts? It's handy to be able to send a link in emails that will automatically load the contact, account or potential that's being discussed, and I cannot find this option. Cheers, Peter
Report to find out which companies my campaigns have been targeted to?
I'd like to run a report that will give me my campaigns and a list of companies that have been targeted. I've been able to create a Campaign report and have contacts be the related module...but there is no option to include the company/account name of the contact? And no way to have the account be the related module instead of contact? What am I missing?
Some requests for improvements to the Campaign module
We have repurposed the Campaigns module and renamed it Deals and are using that to help us track our progress in marketing a deal to multiple contacts and accounts. The current solution is better than nothing, but there are 3 changes that could be made that would make this workflow much more usable for me, and I think would make the module much more flexible for addressing multiple needs. 1. Allow the ability to add accounts to a campaign as a related list, not just contacts 2. Ability to add
ZOHOCRM API Integration with VocalCloud - To Be Able To Use A Dialer
I recently contacted Digium, who handles the orders for Asterisk customers that need PBX phones, and was told that there was an existing ZOHO Plugin for VocalCloud, which is based on Asterisk. I bought the phones and installed the VocalCloud system. They are now telling me that the ZOHO CRM setup to make the system work with the Digium dialer. They are now recommending that I do a custom development project with the vendor below - is this really necessary - does someone out there have a ZOHOCRM
Auto Number Quotes
Is there a way to shorten the auto generated quote number?
Notes at company level do not always appear in a task
We add notes with information to each company. If we create tasks and print the tast, the notes from the company appear on the task vieuw and on the task print. But this is not always the case, and we can't find the reason why the sometimes do not appear. Best regards, Serge
showing closed opportunities
Hey, Easy question, but need help on that! If I close an opportunity it stills shows it under opportunities! Do I need to create a new view or can I just archive it? Brgds Thomas
HTML Stripped From Email
We are having a continuing problem with some HTML items being stripped from our email messages. As you can see in the attachment, the gray background behind the text is being stripped. This screenshot is from Google Apps Mail. Please address how we can use HTML code in our messaging.
Data ownership
Hi I was wondering - who owns the data you store in the CRM? I've been trying to find out where on the Zoho website it says who owns it but I can't find anything. I just want to know if the data I store on the cloud is going to be used by Zoho for their own purposes. Does anyone know? Thanks Mackenzie
How do i edit sub-fields in the 'Create Proposal' screen
Hi all, I am having issues trying to find how I edit the drop down sub menus from the fields in Created Proposals. Can anyone give any help? Cheers, J
Adding a new field to venues tab
hi all, I am trying to add a new field to the 'venues' tab. Any ideas anyone? Help needed. Cheers,
How do I change the logo on a quote
I have a graphic banner that I want to put on the top of a PDF quote. How do I do that?
Connect contact (or potential) to lead post-conversion
Using the "Converted Leads" view I can see all leads we've converted into contacts and potentials. And when I click through from one of those Converted Leads the system presents the potential and contact that were created at the time of conversion. This information is also available as a report. So, my questions are: 1) How can I get this information via the API? Specifically, how can I map the LEAD_ID to the CONTACT_ID? 2) How can I create a custom view (with columns of my choosing) that includes
Zoho CRM first offline/online CRM....
Hi Zoho-Team You answered some Post in 2007 that Zoho is near to an offline Features. Is this still in on the top of the CRM-Roadmap? Will it be implemented with Gears? Any Time to Release? That would be so great for any salesman who is on the run... Thank you & regards tenzin
RestSharp and CRM API
I have been trying to get RestSharp to work with Zoho API. It is driving me nuts. I was hoping someone else has had experience with it and might be willing to share. I have tried several variations from around the web but there is not a lot of information and each example is different. The URL generates fine but it seems the class is not populated. The URL results are attached. I would ask on StackOverflow, however I have found them to be pompous and not helpful nor constructive. My Potentials Model:
Getting ACCOUNTID from Contact
I call https://crm.zoho.com/crm/private/xml/Contacts/getRecords specifying ACCOUNTID in the selectColumns but the result does not contain ACCOUNTID. How do I get the Id of the account the contact is associated with via the API?
Notes
Is there any way to incorporate notes in a view/report you might create for an account Kind Regards Annette Cleary
Import from Mac contact
I'm trying to import my contacts from Mac but having trouble. I've converted my contacts to a CSV file using AB2CSV. But when I try to import them I am told there were no records imported. Please help
REMINDER TO ZCRM TEAM
There is a thread concerning a very important usability feature that goes back for 2 years. The Development team has yet to take action on it and there are comments from users as recently as 6 days ago. https://help.zoho.com/portal/en/community/topic/scheduling-prospect-calls I suggest the Development team take a look at this thread as it concerns a very basic feature that ZCRM is missing. At this point due to lack of response by the ZCRM team for over a year is likely costing Zoho business.
Zoho CRM integration
Dear Zoho, We are a small business. We would like to use zoho CRM where we can create different projects and we also want a simple account apps for general financial view for our business. Can we now manage invoice within projects or not? Can we work in CRM interface for project and book (after integrating book and projects to CRM) or not? Kind regards, Giang
how do I make a "referred by" custom field that acts like the "lead owner" field?
Hi, We use Zoho CRM to power our real estate agency. We have a lot of agents who refer clients to us. Hundreds of independent agents. They do not have an account in our CRM because they are independent agents, not our employees. I want to be able to use CRM to know the name of the agent who referred a lead. The agent would be saved in CRM as an Account. So I can then run a report to see how much commission I owe each agent at the end of the month. First step is, how do I make a custom field to track
Apply common theme through several Zoho applications
Using CRM, Projects and Campaigns. My login can be synced but is seems I have to customize my theme for each application which I can't be bothered doing. Is there a sync option so that the one theme created in CRM can be applied across all of my synced logins for other Zoho applications ? Seems to me to be the most efficient way to do this.
Cloned/Created record changes ownership randomly
We have a long standing issue whereby when certain records in Purchase Orders are created or cloned (the issue is not related solely to cloning), the record´s ownership changes randomly to another user different to the person who creates the record. This behavior is inconsistent, and more perplexing is the fact that the users do not have permission to change the record's owner, nor editing the record altogether. They can create but not edit the records. When the record is saved this happens: 1. The
Quote templates
Hi, I'm trying to make a quote template that has Quantity, Description, List Price, Discount and Total Price. Using the Merge Fields in the editor, only the Description is populated when I make my quote. What is happening?
How do I display the discount on my quote template?
How do I display the discount on my quote template?
transferring notes from leads to Potentials
I use the notes section of leads to document progress and emails. When I convert a lead to a Reservation (potential), the notes don't convert with the lead. is it possible to have that convert with the other information?
Capturing outbound mail
We are using Zoho CRM, and the system is working great for grabbing and associating inbound mails with the right accounts or leads. Is there a way to achieve the same thing with outbound mails? I know that if I click on SEND MAIL while in that Zoho contact record, the outbound mail will be captured and recorded with the account. But I want to see every message sent from my standard email client get captured and stored with the contact history. I have tired CCing the Zohomail account on all messages,
Clone an account
I started a personal zoho project in my personal email account. I now want to convert this to business account and not have the two accounts co-mingled. What is the best way to handle this.
Auto number for quotes & invoices
Process flow for our sales team. 1) Create quote and obtain signature on quote 2) When ready to turn over to production, "Convert to Invoice" Problem I have set up auto number for Quotes and Invoices. I set both to start at "600100". I have "Mapped Custom Fields" so that the fields match in both Quotes and Invoices. All Quotes are not turned into invoices. So, I may have 100 Quotes generated and only 10 are converted to "Invoices". I get to 600200 for Quotes and I am at 600110 for Invoices.
How to make an action plan without notion of time ?
How to make an action plan without notion of time. For example, think to call someone on April 25.
-= Maturing business approach - Integrating Website to CRM via API's =-
I would like to understand the best approach for the following: We currently have a Zoho CRM - Professional edition account. We wish to evolve our solution with form feeds from our website into Zoho via the APIs to allow for creation of new leads. With an option for looking up the database to assist manage a Partner portal. However our database is already propagated with thousands of entries, which we don't wish to corrupt or adjust whilst we are defining, adjusting/customising fields and integrating
Email Stats
Is there a way to see the effectiveness of an email blase? Where we can see the bounce rate, % opened, etc.?? I can't find a spot anywhere that shows me this.
campaign API requests
Hello, I am now investigating API functionality and I can not receive leads by campaign/receive campaigns. When calling https://crm.zoho.com/crm/private/xml/Leads/getRecords?authtoken=token&scope=crmapi%20&select&fromIndex=10000&toIndex=10200 I am receiving all leads but there is no such field 'campaign id' or 'campaign name'. How API calls should look like to receive campaigns list / receive leads by campaign? Thanks
More request from getSearchRecords method
which alternative when I demand my requests to getSearchRecords method is greater than 275? with you in just a requisition (getSearchRecords) send several parameters with the logical operator or? I can buy more requests for that method? if demand increases as my client do? buy another crm? Thank!
Zoho CRM integration with Call Center
Hello Team Zoho, I would like to know if anyone can give me some direction with my project, I need someone to integrate Zoho CRM with Kall8.com -- what we need is basically: -when phones ring from various 800 numbers (kall8), we need a Lead field populated in Zoho CRM possibly in real time. It must contain "lead source" , "caller id number" "time of call" If real time is not possible, we would need to scrap data every few minutes or so. Our sales manager must manually enter leads to assign to sales
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