How to Increase the row height in CRM 2011
Hi, I am using CRM 2011. I want to increse the Row Height in the view, then it should display it's description in multiple rows. Any one have idea about this please tell me.
No documentation about Contacts and the API? Cannot import contacts! Help?
We have a client that uses Zoho for their business and they wish to use our software for sending out e-mails to their contact database. But I've looked through and through the entire Zoho documentation and not a single place actually lists 'Contacts'. Is it not possible to actually do anything with contacts through Zoho API? By documentation, I mean the following: https://apihelp.wiki.zoho.com/Zoho-API-Developers-Guide.html I did find some mentions of Contacts in relation to Zoho API through Google,
Create view and only show My Contacts
Hey I'm trying to make a View under Contacts similiar to the one thats called: "My Contacts", but I want another criteria on it. Example: Phone = empty Contact owner = The user that's logged in Is that possible and if so, how? Thanks Carsten Meilandt
Modified time 1 hour behind
I have my time zone set to "(GMT -5:0) Eastern Standard Time ( EST )" because I live in the state of North Carolina in the United States. Whenever I go to make a change anywhere it says the last modified time was 1 hour behind the current time- even though I know for a fact that I made the change 2 seconds ago. Please fix this!
Help with a campaign in Zoho CRM
I have a series of Leads and Contacts which have a field that I have checked. For all leads with a checkmark, I need them to get specific emails on specific days for the balance of this year. How do I accomplish this? Thanks in advance. I don't have to use campaign for this, but it would be nice. Bill
How do I share a note about a lead or a contact among users in Zoho CRM?
I need all users or a certain class (ie. Sales) to be able to see notes written by one another about a User.
Attn. CRM API Developers - We Support only HTTPS
Hello, Today, I am pleased to announce an important change in our Developer API. At present, we are supporting both HTTP and HTTPS while implementing our developer API. In another 4 weeks, we are planning to support all API transactions only via HTTPS and permanently discontinue the HTTP protocol. This additional SSL, 256-bit security system will help you to protect third-party integration from security problems during data transfer. After April 28, 2011, if you still use the HTTP in your application,
How do I do the following: (E-mail in ZCRM)
Here is my user case: I am a remote worker. My e-mail server is in a remote location. I am currently using Zoho Mail as my principal e-mail client. I have enabled the Zoho Mail add-in for ZCRM and it is configured properly. I can send e-mail directly from ZCRM and it is associated with the record and also shows up in my ZMail sent items. I use an an Android phone to access my e-mail server for sending and receiving e-mail when travelling. DESIRED FUNCTIONALITY: 1 - I want e-mail I send from both
Importing Layouts
Hi We have 2 companies and use 2 copies of Zoho CRM. We'd like to import the form layout of contacts from one system to another. Is this possible? Thanks Gene
Mapping field dependencies and web forms
If I have created field dependencies and need these to be populated based on the details provided in the web forms, how do I achieve this? As example assume I have a primary field called Department and based on the department the user selects, it then populates the required data related to the primary field Department. There is a one to one relationship and the user is not shown the dependency. All they are selecting is the department they belong to.
CSV File problem in potentials migrations
Hi, Sorry to bother you all, and I apologize in advance if the solution to my problem has already been discussed, but I couldn't find it: I am new to Zoho and trying to import a csv file in order to map it with the required fields. There 's no problem with the import, however, when I want to map my fields, there is only one available (Col.1) which is, if I had to guess, the first line of my file all combined, which makes it impossible for me to map my fields correctly, and therefore, to create
Sharing contacts between multiple users
Hi everyone. I'm brand new to Zoho and want to know if contacts / leads / potentials, etc can be shared between users. My company has 2 people - my husband & me. Ideally, we want a system with one shared database that records both our email history, in addition to the ability to switch between users or operate on two machines to send individual emails with our own signatures. We used to use Goldmine with a server that provided same (two users with own email address, sharing the database), but want
Domain Based Emails in Zoho Mail
I am an enterprise user of Zoho CRM and want to be able to sent emails from the CRM using my regular email address user@mydomain.com not the address zoho mail assigned me user@zoho.com as the reply address. My domain email is currently being hosted at godaddy and I use their imap and webmail functions. I see zoho needs to validate my domain to be "able to host emails" Not really sure what that means though. I do pay for zoho mail add-on as well as well as the outlook addon for zoho. Do I need
BUG REPORT: formula field of boolean type executes without user input/edit in INVOICES module
We created a formula field of Boolean type in Invoices and were very surprised to see the newly created forumula field in ALL the records marked as FALSE (independently on whether the condition is actually met or not), when we haven't even edited the records! The correct behaviour, as it happens in all other modules, is that the formula field does not execute UNTIL the record is EDITED by the user. Editing a single field in the module does not alter the FALSE value created by Zoho, but editing the
Activity Description Justification
Zoho CRM is used for sales pipeline prospecting. I utilize the description field to add limited remarks on conversations, voicemails, etc. The justification is set at <center> which is very hard to determine where each note stops and starts. Would be much better for all columns to be justified <top> or <left>. An example is attached. I have begun adding 3 asterisks (***) to denote where a new note starts. Need some help making a simple hard code change here.
Integration with Zoho Mail
I signed up for the professional which said it integrated with my Zoho mail. I sent a message to a contact inside CRM but the reply came back only to my Zoho Email side and does not show up in the Contacts screen on the CRM side. Is this normal?
Mass migrate from Contacts to Leads
Hi, We accidentally entered 38 records as Contacts. Is there a simple way I can move those to Leads? Thanks, Ed
How to integrate gmail in zoho mail
how to integrate gmail in zoho mail, i mean when i send an email in a contact inside a potential when they answer me it doesn't appears inside zoho. how i have to do to appear it in the zoho inbox. Can you answer this question and explain us the results? We need to associate gmail email into zoho to simplify relation with our customers Thank you for your help
how to integrate gmail in zoho mail
How to integrate gmail in zoho mail, i mean when i send an email in a contact inside a potential when they answer me it doesn't appears inside zoho. how i have to do to appear it in the zoho inbox. Can you answer this question and explain us the results? We need to associate gmail email into zoho to simplify relation with our customers Thank you for your help
Trackings contact responses to campaigns
I would like to know the best way to achieve this - 30 minutes searching knoewldge bases hasn't come up with anything so I am asking. I probably don't need too much details - just a broad suggestions for how to accomplish it. I am using Zoho to track my dealings with internal customers at a large institution (University) and my role involves stimulating and supporting external applications for funding. From 2000 leads (all staf) I have about 200 contacts (those I interact with). I will run a large
Incoming Email Queue for Group
Hi, How can we setup Incoming Email Queue for Group? For example when emails send to sales@mydomain.com i would like them end up in Incoming Email Queue and then from there assign them to Account Executives.
Autoresponder with overarching rules for days to send emails
Hi everyone, I was able to set a series of autoresponder emails, but I couldn't find the way to add these rules: If email deployment dates fall on a federal holiday, email sent 1 business day prior If email deployments fall on a Friday, email sent 1 business day prior Is there a way to do this?
Changing a field based on record age
For leads I have a lead status, live/warm/cold/dead. I would like to change this status based on the number of days since the last update to the record. What is the easiest way to do this. I have tried to create a workflow but it doesn't seem possible to set a rule for number of days since last update, just a date itself. Can I create a new field called age calculated by a formula and use that instead? Are formula fields automatically updated or do they deed to be edited and saved? I tried mass
Creating Recurring events or Tasks
I recently started using this and am setting up rules and automation items. One thing i dont see is being able to setup tasks that can reoccur. For instance. I set a task to follow up with a customer 30 days after something is triggered. I would like to setup a task to automatically reset for another follow up 30 days after that and repeat until i have it stop due to another action being taken.
Multiple "Product Name" in Case
Hi, It is common to cover several products in a case, when there's only can can be select in current version. Change Product Name to a Product List could be better! Thanks!
How can I update Contacts so that their owner matches the Account Owner
This is probably really simple but i'm pretty new to Zoho and this has stumped me... I want every contact to be owned by the same member of staff as the account owner - currently I have exceptions to this that I want to remove. There must be a simple way to do this without exporting the data amending it in excel and re-importing it but I can't seem to figure it out. Thanks, Ben
Extending Zoho CRM's database - additional table/entity
Hi there I would like to add a new table to CRM, containing what are in effect like financial transactions. Each transaction would be linked to two accounts in CRM, one being the Supplier account and one being the Customer Account. I then need to see: under each Supplier: the transactions representing things they have sold under each Customer: the transactions representing the things they have bought Is this possible in CRM alone, and/or can it be done by combining multiple Zoho applications
importing activities into zoho crm
I exported my leads from Zoho CRM and had someone else do some telemarketing. They have the activities for each lead in an .xlsx file - how do I import it back in? I know how to import leads but I'm not sure about activities. Thanks, John
Can't find Last "Last Activity Time" Field for lead layout
I have setup the layout for my leads and I can't find the standard field "Last Activity Time" it's listed as one of the standard fields for Leads but it's not in the removed fields or anywhere in my layout. I can't figure out how to add it to the layout. Anyone help?
Copy one field to another in CRM Leads
I need to copy one Field to another field automatically when a lead is created... is there a formual to do this easily?
Changing a CRM field from date format to Date and Time
I have a date field that I need to be able to have a criteria search between 2 dates.. I understand that can only be done with a date time field. So, I need to change the format of the the date field to a date time format. Can I do this easily? or do I need to export all my leads, delete the old field with just the date format and then create a new field with date time and then import all leads back in? I just need any time there with the date to be able to search the between 2 dates.. So, just
Looking for a Zoho specialist to migrate my data and get my small business set up
I just don;t have time to get it done. Zoho looks like a great product but I don't have a minute to learn how to get it working. Any suggestions? Currently using Salesforce
Any way to customize notification emails?
Is there any way to customize notification emails, The email you get is something like the one below - which is pretty much useless as it doesn't show WHO i'm supposed to setup the call with (i.e. the Lead or Contact). - Mitra Task Assignment Dear Mitra Ardron, A New Task is assigned to you with the following information Subject: Remind to setup a call Due Date: 08/04/2012 Regards, Mitra Ardron
ability to sort search results by column head
Need the ability to sort the search results by column head ex: I need to sort by most recent note created. here's the column heads Note Owner Note Title Note Content Created By Created Time
Email follow up automation
Hi there, What I'm ideally trying to do is when a customer puts their details into a web form which then creates a contact in Zoho an automatic email is sent immediately with follow up email over a, for example, 30 day time scale (potentially 3 emails in this time) but as automated as possible - is this something that can be done? Thanks in advance!
csv file with some Russian text
Hello! I export data from Zoho CRM in .csv file with some Russian text. When I open file in Excel 2010, I can not see this text in correct format. I install language pack for Russian in Office 2010; Enable Russian language as editing language; Set Region and language, Non-unicode as Russian; Instal and enable Win 7 Ultimate Russian Language Pack. But result the same. I see example: Новотрейд I need later import this file in another system. Previously thanks for replays!
Outlook not Syncing Contacts
I installed the plugin for Outlook 2010, I can get the contacts to export using the plugin but never to sync properly to Zoho.com. I installed while outlook was off, and made sure the plugin is enabled in the addon and trust center in outlook. It only ever seems to sync a few contacts and thats it.... Cheers, Neil
Bug: Editing email in Leads
In the Lead view there is a bug - most fields you can move the mouse over and an edit button shows up, but for the Email field IF THE EMAIL ADDRESS IS LONG, the edit button shows up when you hover over the email address itself. If you try and move back over the Edit button it disappears. For example if the email address is xxxxx@xxxxx.xxx it works fine xxxxx.xxxxxx@gmail.com it doesn't
Delayed Tasks - graphical icon
Hi, at the CRM>Home>Classic View a nice little, square red icon showing how many days a task is delayed is displayed. This is a very useful eye catcher. Why is this not implemented in the views created in the Activity section? That would be very usefull for both staff and administrators/ managers. Thx Bo
Home page frozen
Sometimes I will be at the Zoho CRM Home page and, when I click the link for CONTACTS, nothing happens. I tried closing the browser and starting over, still nothing. Most of the time I just leave Zoho CRM open on my browser and it works fine, but not right now. Any suggestions? --Greg
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