Can I add a field of "add attachment" within the custom Task Layout View?
Can I add a field of "add attachment" within the custom Task Layout View? I don't see this as an option. It would make sense to be able to add (an) attachment(s) along with a task that I assign.
Unable to swap field in Business Card view - "already listed" error
I can swap with some fields but when i try to change "PHONE" field with "WEBSITE" field i get this error http://prntscr.com/wma46 Where is it already "listed"... how do i get that field to be part of the biz card view?
Can Inbound mail create case?
I've been using Zoho Support. I can setup an Inbound mail account that creates a "Request" automatically when inbound mail is received. Does Zoho CRM have same ability to create Cases?
Campaign API requests
Hello, I am now investigating API functionality and I can not receive leads by campaign/receive campaigns. i want to use API on www.jettmesaj.com 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
Can I Copy a Tab?
If I have a tab called Community Outreach (originally Contacts module) -- and I want to copy that tab and rename it to XXXX. Can I do that? Or do I have use one of the remaining module options available?
How to see age by days in a particular stage or sub-stage of closing?
We have our customers go through many steps from Leads to Accounts. After becoming an Account they go through 6 phases of training and setup before becoming Paying customers. Then many stages beyond. How do I track the time spent in each of these stages by days? I would like to know that my Lead spent 28 days in the connecting stage, then 13 days in demo stage, converted to account. Once they became account they spent 32 days in stage 1, 18 days in stage 2, so on. Is this Possible in ZohoCRM?
The shortcomings of separate development
We have an idea: add all the functionality of Zoho Books to CRM or all the functionality of CRM to Books and you have a great product. It's time for Zoho to akcnowledge that the current separate development strategy for products is the wrong approach from a functionality point of view. True, you can foster parallel development of products if you have a master design from day one that calls for true integration. But when you try to integrate very differently-conceived products as an after thought,
Zoho Potentials to Quickbooks Invoice
Hello All, My first Zoho forums post, please be gentle! We currently use qb to generate invoices, and use Zoho crm potentials for all our sales processes (we do services only, no products). When potentials are won AND services are finished, potential is marked closed won and unbilled. Once a week, I manually xfer each potential amount to a qb invoice, then checked off a custom field 'billed' to avoid double billing I want to automate the xfer of potential to qb, is this possible? If not, is there
Multibranding in CRM and Invoice
I currently run 3 brands under one company (agencies). I currently see the need of these features and would like to know the best practice to get these or the best work around for me to represent each brand inside one CRM. I use Zoho also for Android and PC, and logging in and out of a lot of Zoho accounts is not working at all for me. 1. Web-to-lead with auto response: The auto response should be with relevant From address and Logo in the email. 2. Email from CRM should be sent with the relevant
automatisation Webhooks and import
hello, is it possible to run workflow with webhooks when i import XLS or CSV ? thnaks
Leads Response Template ${Leads.First Name} not mapping correctly
My lead autoresponders are not working correctly and using the Lead Owner's name instead of the lead's first name. Embarrassing issue.
Integrate Zoho with email client
I would like to know if there is any way to use an external email client (like Outlook) and both inbound and outbound emails captured and stored with Zoho accounts and leads. Right now the emails are only tracked if I use Zoho mail for outbound and when mails are received with the correct FROM account. I have tried using CC for my Zoho address from my email client, but these messages are still not captured. Bottom line - I need to know if I can use a standard email software program and have all
Zoho ordering process
We are thinking of changing the CRM system( high-rise system) to make the ordering process more efficient since it is repetitive and time-consuming. These are the ordering processes below. Make a New Client Form- The New Client Form is a simple excel document that holds all information needed for a new client. This completed document will end up being attached to the email they send in Step 2. Sending the order via Email- After completing the New Client Form, They attach it, as well as the order
Permissions: Allow Users to Add Notes to a Contact Record Without Giving Access (A True Challenge)
The president wants the sales staff to have access only to the records for which they are the Contact Owner. The sales staff claim they must have access to other salespersons' records so they can enter notes when the other salespersons are not available. The president has instructed me to find a way for the sales staff to enter notes in any record, regardless of who the Contact Owner is, without giving the sales staff access to the records in which they will be entering notes. I'm not that
users
I have 2 users in my account, how do I filter the activities you do each. ie I want to see what each user visits, as I do?
Convert Formula result into field
This conversation may to big for a simple forum, but I will try. Constraints: Pro and Enterprise edition only allow 14 formula fields per module. You cannot put a custom formula field in another custom formula field. It just isn't allowed! A formula can only have 1,000 characters. Only 10 checkboxes are allowed per module Problem: While the Stage Probability mapping is "OK", it only reflects the user's opinion about where they are. It is not based on any specific activities that we know increase
insert campaign name under a lead?
Hi: from this link, we can insert a note under a lead: <Notes> <row no="1"> <FL val="LeadId">2000000078001</FL> <FL val="Note Title">Zoho CRM Sample Note</FL> <FL val="Note Content">This is sample content to test Zoho CRM API</FL> </row> </Notes> Can we insert a Campaign under a lead? <Campaigns> <row no="1"> <FL val="entityId">2000000078001</FL> <FL val="Note Title">Zoho CRM Sample Note</FL> <FL val="Note Content">This is sample content to test Zoho CRM API</FL> </row> </Campaigns> I have tried,
Insert leads under a campaign
hello how can i make to insert lead in Campaign with API ? on the web there is http://www.zoho.com/crm/help/api/updaterelatedrecords.html but don't run with lead, do you have a solution ? i write https://crm.zoho.com/crm/private/xml/Leads/updateRelatedRecords?authtoken=5a265c485AZERTY7a350fbee3f66&scope=crmapi&relatedModule=Campaigns&id=769051000000185017&xmlData=<Campaigns><row="1"> <FL val="CAMPAIGNID">769051000000176005</FL> </row> </Campaigns> i have error <response><error><code>4600</code><message>Unable
I want to date stamp a checkbox field when selected , help please ?
I have a checkbox called "Captured" within a Sales Order Module when checked i want to date stamp it. What formula do i use?
How do I log an email or sales visit in my activities?
I have only just started using Zoho and it seems there is a problem with being able to log anything other than a phone call as an activity. How can I log something like sending an important email to a client or making a sales visit in my activities? Help please. Suki
move to a different domain
Good day! I have one question. I am now starting to work with clients on the account. manager2.ru. Is it possible in the future all the accumulated basis, including the notes to contacts, settings, messages, move to a different domain? There is a tool full of archiving data. Maybe with the help of this tool I can do the transfer? I ask, because in the future the domain name will change, and I would not want to lose the data and the history of work with clients. Sorry for the translation. But, I hope,
Product information from API request
Hello, From our API request we can get the following data: - To which account a contact is related. But we can not see: - To which products a contact is related. - To which accounts a product is related Is there a way to get this info from the API request? We need this in order to combine correct products to the correct customer in our own database. Kind regards, Bo Thygesen
How to list accounts or clients or leads by user?
Hi I am wanting to reduce the number of user accounts - but prior to doing so need to check that no clients are assigned to the user still so we don't lose any important information from the database. Can anyone advise how to list leads/contacts/accounts by user?? And, yes, I am an adminsitrator... Thanks Robert
The De-Activation does not show up when I put mouse on user in Setup>User area
Hi, I am trying to de-active user in the Setup>User area. When I put my mouse on top of the user, the de-activate does not appear. It does appear for users that have not confirmed yet. How do I de-activate user please.
Restrictions on custom fields
Legend in the top of field pages say you can add up to 130 custom fields. But I get the error message while creating some: "Custom Currency & Percentage Fields exceeds the limit of 15. Hence cannot be created." When I changed the field to decimal, the same message was displayed. What are the restrictions on the fields you can create? Can I only create 15 numeric fields of any type? Thanks
How to get the Account products including the 'Support Expiry Date' with the CRM API?
The account products can be obtained using: Products/getRelatedRecords?newFormat=1&parentModule=Accounts&id=<AccountID> But the result does not include the 'Support Expiry Date' field. <?xml version="1.0" encoding="UTF-8"?> <response uri="/crm/private/xml/Products/getRelatedRecords"> <result> <Products> <row no="1"> <FL val="PRODUCTID">831527000000061031</FL> <FL val="SMOWNERID">831527000000061001</FL> <FL val="Product Owner"><![CDATA[eharrington]]></FL>
Adding a "Zoho mail add-on" user appears to have reset all existing mails previously listed in CRM?
I have used the Zoho mail add-on for CRM for a long time now, and I am happy to be able to see any mail correspondence with a contact in CRM just by scrolling down to the "Emails" section. However I have recently purchased an additional license for the mail add-on because we have a new user, and after activating the new extra license all existing mail information in the CRM appears to be reset or erased or what you want to call it. It is things like this that makes a user/administrator kind of nervous..
How do I make closed potentials drop off the list?
How can I make closed/won and closed/lost potentials drop off the main potentials list and get saved somewhere else where I can go back and view both categories separately? Also, is there any way I can send out email alerts when potentials are closed?
Loss of Contact due to Lead Conversion
We have a situation where a Lead was converted into an existing Account, but no corresponding Contact record was generated. We have lost the Lead/Contact. Has anyone else experienced this? I have not been able to recreate the scenario. Please advice. Thank you in advance.
About the ordering or accounting best practice
We are doing small tea business right now.We are thinking of changing the CRM system( high-rise system) to make the ordering process more efficient since it is repetitive and time-consuming. These are the ordering processes below. 1,Make a New Client Form- The New Client Form is a simple excel document that holds all information needed for a new client. This completed document will end up being attached to the email they send in Step 2. 2,Sending the order via Email- After completing the New Client
Zoho CRM on Windows Mobile
Dear Zoho, I have just started working with Windows Mobile on my smartphone and I would like to install the Zoho CRM app on it. Are you developing an app for this platform? If so, when do expect to release it. Marco
Different phonenumbers possible?
Hi Guys, is it possible to user more than one telephonenumber with Zoho PhoneBridge? Every Agent in our company has 2 different phonenumbers for different projects. We have actually 1 extension per user in Phonebridge. So is it possible to give every user a second phonebridge with the second phonenumber? Or is it not possible to use 2 numbers in ZPH at the same time? bR from Vienna!
update potential settings
where do you find it in setup?
ACCOUNTID cannot be retrieved from getSearchRecords
I am using the getSearchRecords method on Contacts to get contact data. If I set selectColumns to All I get all data fields including ACCOUNTID and SMOWNERID. However, if I set selectColumns to (CONTACTID,ACCOUNTID,SMOWNERID) I get neither ACCOUNTID nor SMOWNERID data fields. Is this a bug?
How to sync Zoho CRM with Zoho Campaigns?
Hey everyone, I've now got an account with zoho campaigns and zoho CRM, but cannot sync the two. I have placed the ZSC code within Zoho campaigns and apparently their synced. But when im in zoho CRM, I cannot see any data from the campaigns? Can anyone please help?!!
Connect event with potencial
Hello. How to connect an event created directly from account to potencial in that account. Reason: We have a lot of events with customers and some of them begins a potencial. Best
Create a directory in Google Docs with Webhooks
hello, is it possible to create directory in GDocs with Webhooks ? thanks
Integrate ZOHO with Zillow or Cyberhomes
Hello, I am looking for someone with some API experience that can some how create a button near the address field that when clicked will capture all of the address and paste that information into www.zillow.com or www.cyberhomes.com, is this possible? Thanks, Aaron Meilich 916.439.2421
Private Calendar
How can I stop my calendar from being shared with my sales team? I currently have two-way synchronization setup with Google Apps but I don't want to share my calendar in Zoho CRM with anyone else. Can I change this? I am the account administrator for our Zoho CRM account.
Parent and Child relationship within a Potential
Hi team, I have few clients that are wholesalers. They have POTENTIAL which go through tender process by their resellers. Now if 5 or 10 reseller bids for this tender only 1 is going to win. Now its not ideal to have 5 or 10 different potential as it is only 1 potential. Same quote will go 5 or 10 different reseller (in this case Account or Contact). So there is only 1 true potential. But by adding a potential to all the clients the pipeline is scewed and it would be wrong as the expected revenue
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