Query - Linking product module to potential module
Hello, I want link the potential module with product module but the users of these module are different and need data protection/security to be private . What is the best practice to link these modules(business would not like users to view each others information )? Please advise Thanks Yasho
Web to Lead not working
As of today 2/25/13, my web lead integration has stopped working. The return URL is being called, but the Customer email is not being sent and the lead entry is not being made. Has something changed?
Multiple Contacts attached to an event
I want to record that multiple Contacts attended an Event. I can do that by adding them as 'Invitees', but then when I look at the Contact record of each Invitee it does not associate them with the event under their Activities list. Am I missing something?
Video (and perhaps other) Links in ZohoCRM
Many videos are on YouTube and are part of the marketing/support collateral of a company. Would be nice to have this available as a link in Documents part of Zohö CRM
Credit Card Details Update Malfunction
can't add new CC details Whenever I change the mo nth date for my new CC details it takes me back to the previous page - using chrome. Can therefor add new CC details and can't pay. Very Odd Any thoughts?
Can I change the default options for task subject?
As the Title says, is it possible to change the default options for the subject field in Task setting area? Thanks in advance.
Web to lead and campaigns
Can you connect using the web to lead form a campaign without having to do manually? We have not been able to import a lead into Zoho and have is attached to a campaign at the same time?
Zoho Viewer
How come the zoho viewer is not working? When I go to view a document- like cv or fee sheet- I like to do the viewer i/s of downloading the doc. Not working- looks like it is working – goes to new page and then “loading” starts but never stops.
Ron Shultz
I have two LEADS data bases. Call them 1 and 2. "1" has all the updated information I need. "2" has all the same names but not the updates and each database has a different distinct name. When I try to delete "2", it deletes "1" as well. I have followed the directions and suggestions from ZOHO and I must be missing something. Ideas?
Task Priority Sort
The default task priority sort appears to be alphabetical. When I customize the priority and do not select alphabetical sort, I still get an alphabetical result: High Highest Normal Low Lowest One would expect Highest to be the top priority, followed by High, then Normal, then Low and finally Lowest. In the iPhone app, this is exactly how the priority displays, but not on a desktop (PC or Mac). I have tried changing the naming convention adding numbers in front of the alpha listing (1 - Highest,
There is 2 contacts in the same CRM but they do not match !
It is in the title : There is 2 contacts in the same CRM but they do not match ! I turn to the forum to try to get help. I ask the regular way. Without answer, I turn to the escalading demand. Same : no proper answer… Zoho seems full of promises but so many flaws. This one is very interesting : Within the Zoho CRM, there is 2 different contact lists. That's great, but the trouble is that they don't match… One has got 7 contacts and the other has got 200 and that are not even the same contacts…!
Link to SAGE 50
Hi can ZOHO CRM integrate with Sage 50?
How to display all added sections?
Hi, can you also tell me how to display added sections in my page? I've added 8 additional sections to "Cases" but they do not display on the case page (only the three original sections which I've also renamed.). When I follow the instructions for editing the page layout, the new sections are not listed in the drag and drop window, only the original items are listed (Open Activities, Closed Activities and Attachments). Please help and thank you so much!!!
Web form leads and setting up an alert questions
Group, Is there some way to setup an alert that would e-mail me when a new lead is added to my CRM from my web forms?
CRM Mobail at Z10 BB
I want use Zoho mobail at my blackberry Z10. How can I install it?
How Do I add an Icon to Apps Column Permantly?
Hi! I am new to Zoho using the free version during my evaluation. I would like to know how to permanently add the CRM icon for quick launch. Can anyone guide me on this! Thanks Jeff
Quickbooks versions supported - WAY out of date now.
Why are you not keeping up with the Quickbooks versions? Quickbooks is sunsetting all versions you support in 2013. Is the connector really only good for QB2010??? Because of the QB sunset policy, I have had to update to 2013.
QuickBooks – Application Certificate popup window
I am following the instructions to Add Zoho CRM Application to QuickBooks Web Connector (QBWC) http://www.zoho.com/crm/help/quickbooks/install-quickbooks-web-connector.html#Add_Zoho_CRM_Application_to_QuickBooks_Web_Connector_(QBWC); however, I never get the Application Certificate popup window and cannot allow the application to read and modify this company file. I have deleted the file; deleted the QuickBooks program and reinstalled and everything else I can think of, but never get this screen
Can't create new prospects
Hi, Since this morning, me and my team aren't able to create new prospects/leads. In fact, we can create the prospect, but when we do a search we are note able to find that specific prospect called "Test". Is that an isolated issue or is anyone having the same problem? Suggestion? Thanks. Fred.
Changing Category Titles
I'm brand new to Zoho. Looking to Zoho CRM and Zoho Creator together to build a practice managment system for my law practice. I am new to CRMs in general. The terminology used by Zoho of "accounts" and "cases" and such is somewhat foreign to the terminology lawyers are used to. Is there any way to customize my account to change to category titles? Could I change, by way of nonsensical example, "Potentials" to "Guys with Green Hats"?
Zoho Invoice vs Zoho CRM invoicing
I have been looking at different solutions that can link our invoices to a crm so i don't need to renter infomration. Becuse I have been using zoho invoices for over 3 years, I wanted to give their CRM integration a shot first. So far it doesn't seem to integrate at all. And in pecking around I found invoicing on the Zoho CRM that would do what I want, then why do I need Zoho Invoices?
export contacts from deactived user
I just upgraded from a free to a paid acount on zoho crm. In doing so I deactivated a few of the users that were testing the CRM. I now have the paid version a 1 license. How can I get the contacts that my deactivated users created into the active account without having to pay for a for another license just to activate them from 5 minutes.
What about data if stop subscription and want to change system
Dear Zoho, If I go under subscription and later decide to stop because I want to use a different solution. I need to get all my data out from accounts, to opportunities and activities. Can I free get a dump of or export my data ? If yes, how ? Thanks! Regards, Leon
caractula
Como puedo cambiar la carátula de número de telefono para formato en España, ejemplo + 34 954186584 ?
email allowance
I like the fact that we can send 250 emails per day but I thought that the more licences we took out, the more emails we should be allowed, It seems silly that a one-man-band organisation can send 250 per day but a 100 strong company can still only send that same amount without paying more.. this seems counter-intuitive and basically unfair.
Third party integration
As we have the icons for LinkedIn, Twitter and Facebook on the right top corner of Zoho CRM, is possible to add an icon of another similar application, next to these icons? If yes, how?
Third party integration
As we have the icons for LinkedIn, Twitter and Facebook on the right top corner of Zoho CRM, is possible to add an icon of another similar application, next to these icons? If yes, how?
Order of Contacts on an Account page.
When viewing Contacts from an Account page, it seems that the Contacts are listed in the order they were entered. Is there a way to alphabetize or re-arrange them? Thanks for any input - - Leonard
problem with inserting lead via api
I am following the instructions given here... http://www.zoho.com/crm/help/api/insertrecords.html I am a little confused because this document says to post the parameters... but some of the examples show urls with query strings feeding the parameters. Which parts of the request go into the body and which go into the querystring specifically? at the moment i am trying to post all the parameters to body with the required fields... here is the request (censoring my authtoken): newFormat=1&authtoken[CENSORED]&scope=crmapi&xmlData=%3CLeads%3E%3Crow%20no%3D%221%22%3E%3CFL%20val%3D%22Lead%20Source%22%3EWeb%20Download%3C%2FFL%3E%3CFL%20val%3D%22First%20Name%22%3ETest%3C%2FFL%3E%3CFL%20val%3D%22Last%20Name%22%3EUser%3C%2FFL%3E%3CFL%20val%3D%22Email%22%3Etesting%40testing.com%3C%2FFL%3E%3CFL%20val%3D%22Phone%22%3E1234567890%3C%2FFL%3E%3C%2Frow%3E%3C%2FLeads%3E
Event Object
By the title of an event I am getting the following html exposed code pop up next to the name. <a class='link' id='ownerName_id' href='/crm/Security.do?actionName=viewUser&userId=784653000000059001'>Jeff</a><input type='hidden' id='entity_name' name='entity_name' value="Power Point"> <a class='link pL15' href='javascript:void(null)' onclick=newShowLookUp('ownerName','ownerId','AssignedTo:*','ownername','fromentityview','','','784653000000012723','null','','784653000000002647')><span class='smalledit'>Change</span></a>
Duplicate screening on import of list
When importing new lists with account names the same as the ones in Zoho, but different locations, will they skip it or import it?
How do I change default Records per Page
I want to display more than the default 20 accounts per page without having to choose "100 records" each time I go to the page. How can I achieve this?
Task Due Dates not available
Starting this morning, 2/21/13 @ 8am, I have not been able to assign due dates to tasks. This has not been a problem until today, I need this fixed ASAP. Any help/advice is greatly appreciated!
Back button does not work!
The back button does not work, whether using the browser back button or the left arrow on most fields. It takes me to some random page I used in the last half an hour or so. I'm using the latest Chrome on Mac OS X 10.8.2.
Email Template on Invitation Replies
When accepting a meeting invitation is there an option to change the template of the email that goes to the client? If not is there a way that you or your team can change it to something simple on our behalf. Regards Stevet
Autoresponders not being tracked
We just set up a Web-to-Lead form with an Autoresponse. Just curious as to why this email doesn't appear in the Lead's history / email activity? It would make sense if this was incl. in the email history, since the next person viewing this contact otherwise
Approving Contacts view
Hello, Is it possible to change the view of which collumns display when I click on "Approve Contacts"? eg. currently it shows a list of them with only the collumns - Contact Name - Full Name - email - Phone - Created Time - Contact Owner This is very limited. Can we add / delete collums to this, to incl. for example "Country"? This would make it far easier to see a quick overview of legitimate Contacts for approval rather than having to click on each one individually to check. Kenneth
Zoho CRM Editing Fields, Industry
Hello. I just signed up and things look good so far. I'm entering in some new leads. I custom edited the Lead Source drop down choices to include a new choice. That went fine. But in the Industry drop down choices, I added something, and it is not appearing. When I go back into the Setup>Account Settings>Fields List>Industry to double check, my new entry appears there. But in the Create Lead interface, it's not showing up. Please see attachment.
Any way to set users to Share Email by default?
I'm having some trouble with the sharing of emails in Zoho CRM. Some of my users have to tick a checkbox for "Share Emails" in the email detail of the Contact. If they don't check this box, then no one else in the organization will be able to see the emails. We have mail add-on licenses for all of our users. Is there any way, as an administrator, to just set a users emails to be shared by default? I've tried using data sharing rules but these don't seem to apply to emails. Some users (I believe
Email address is already taken.
I was trying to add a new user in to our account. I was told that the email address of the user, which is an employee of our company, was already taken. However, we never used Zoho CRM before. What the problem could be?
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