Help with autoresponder e-mail templates
Here is my Scenario: A customer fill out a web form on our website. A lead is created and awaits review and assignment to a salesperson. I want generate a thank you e-mail telling them we received their inquiry. that part is easy. I can do that. The next part is the tricky part. When the Sales Administrator reviews the lead and assigns it to a salesperson I want to then initiate a e-mail back to the lead that introduces the Salesperson and provides contact details. I want that e-mail to appear as
Bug in exporting audit log
When a lead is deleted, or restored it causes the audit log export to end. Instead of getting 30 days of data, the data terminates at the point of LEAD deletion or restoration. The data can still be viewed in the Zoho Audit Log section (100 records at a time), but cannot be exported in its entirety. Can you please advise. Thanks Meg
ZCRM API insertRecord notes error
Hi, I am trying to insert a lead into ZCRM and then insert a note related to this lead. I am following this tutorial https://zohocrmapi.wiki.zoho.com/insertRecords-Method.html and using Java example. I am able to insert a lead record, but fail to insert note. The error i am getting is: <response uri="/crm/private/xml/Notes/insertRecords"> <error> <code>4401</code> <message>Unable to populate data, please check if mandatory value is entered correctly.</message> </error> </response> My lead XMLDATA
Recurring task in Activity - CRM
While setting recurring task in Activities, CRM is showing all recurring tasks activities at a time till due date for assigned user. For example, i would like to set recurring task as "BOD Process for Servers " for one of the user till 31-12-2012 I would like to assign this task to user everyday from today till 31-12-2012, showing ONE task everyday in activity table assigned to him till specified date. BUT CRM ZOHO is showing all tasks - i.e. creating 168 tasks starting from today till 31-12-2012
Question about Google Applications
I've connected my google applications to Zoho I wanted to know, if I send emails from Zoho, does this appear in my sent box in my emails? And if I get a reply to an email sent from Zoho, does this reply also appear in my Zoho account? So far, the answer for me is: no! I thought this was the whole point of integration with Google Applications? Thanks Omar
Home Page Leads
Hi I've created a new user profile from which I have disabled "LEADS" from the user profile. However, when I log into that user profile and go to the "HOME" page, there is still a section there for "LEADS". When you click on it, it says you don't have permission. But that section should, like the "LEADS" tab, not appear at all. Works for all other Sections we have disabled for the profile. But only the "LEADS" section does not seem to be hidden. Thanks Gene
Recurring Activity
While setting recurring activity for one of the user, it is showing all activities till the due date. For example, i would like to assign recurring activity such as "Running BOD Process for Servers every day" starting from today till 31-Dec-2012. When i set this activity in recurring - i would like to assign this task every day to that user and every day ONE activity should be trigerred as per date. But CRM ZOHO is creating 168 activities starting from today till 31-dec-2012 This is not giving
Setting up different "profiles" - please help :-)
I have just been introduced to the world of CRM's - having never heard of them before yesterday! So far I am very impressed and although I am (currently) using the free version, I may well upgrade to the professional version to gain access to the invoices module - although this is not essential at the moment (because I'm just starting out). However... I do want to outsource "lead generation" and I think I have discovered the only way to give anyone else access, is as a full "administrator" - is this
Zoho CRM Outlook Addon
I'm getting a pop up that says to "enter a valid username and password" when I attempt to logon to Zoho CRM through Outlook to attached emails. The problem is, my user and password I'm using is correct. Anyone else having/had this problem? I deleted the addon and reinstalled but still no luck. Help!
Outlook Calendar Sync - what's the right way to update items
When someone sends me a calendar item I accept it in Outlook and then use the plugin to export it to Zoho. If a change is then made (like time is updated) and I try to reexport to Zoho I get an error message that this item has already been added. So what is the right way to update Zoho with the new changes?
Import lead data from emails
Hi, I have my leads emailed to me on a daily basis. The emails are in the exact same format every time. Is there anyway to do this automatically instead of manually entering each new lead? I know there are lead management systems that do this. Thanks!!
reports - schedule - filter last week, last month
Hi, I need to schedule reports fot last week and month. How can I do it? When I open manually report - there is an option to filter dates by certain period of time - how can I use it during schedule? Approch is to get reports every 7 or 30 days that contains data starting from now-7 or now-30 days, and of course ending at now. Best regards, p
Are Zoho CRM Tasks integrated with Zoho Invoice Tasks?
Hi I am a bit confused over how Tasks work/integrate between CRM and Invoice. For example I would like to raise a Task in CRM as I would like to track activity and progress of a task against a contact/account and communication about that tasks. At the same time I would like to track time spent by a contractor on that that. So I had thought, in Invoice you open a project. Select the Account. Then logically, shouldn't the tasks created in CRM for that customer be able to import in Invoice? Or are they
CRM outlook plugin not installing properly
Cant seem to get the add in installed. I have win7 64bit and outlook2007. Looks as if it installs fine but there is no tool bar and nothing listed in the trust center.
Need a NYC Zoho Consultant
We need to improve leveraging Zoho CRM and in the future link to other programs. Small project now and ongoing needs. Looking for a sharp, dependable, fairly priced professional. Josh Parker VerTerra Dinnerware josh@verterra.com
Notification Email content
Can we customize the content in notification emails? For example: when a a Potential is re-assigned to a new user, the automatic email only includes the potential name, and nothing else. It would be great if the Related-To (Account Name) or other fields in the Potential could be included. Same goes for task notification emails. Can this be done?
Plans for implementing other country Character Sets
What is Zoho's plans for impelmenting which languages in the near future. This questions is asked a lot of times with no response so far. Who has an answer? aquatex
In Zoho CRM can a Task be turned into an Invoice item?
Hi In Zoho Invoice you can create an Invoice from a Task. Can you do the same inside Zoho CRM with it's Invoice function? I see here you can Associate an Invoice with other Records e.g. a Task: https://zohocrm.wiki.zoho.com/Creating-Invoices.html But it one can do this. Ideally I would like to be able to generate an Invoice in CRM which is based on a Task all within CRM. Is this possible without having to create a product. I'm billing for Time Spent on a task. Thanks Gene
Inserting SalesOrder with product referred by Product name
In the API documentation it is stated that for a product attached to a sales order, the field "Product Id" is mandatory. Then the docs say that the "Product Name" can be specified, if you do not have a valid product ID. I've made several tries to implement this. I've tried Filling in Product Name and leaving Product Id empty (or not sending it) <SalesOrders> <row no="1"> <FL val="Subject">Test - SO</FL> <FL val="Product Details"> <product no="1"> <FL val="Product Name">Product name</FL> </product>
Adding Products to a Sales Order
In the API documentation is described how to insert SalesOrders with their products. I would like to add a product by using it's Product Name and not the Product Id. I believe the docs describe this being possible, but I can't get it working. The documentation states: 1. A value for "Product Id" is mandatory. 2.You can specify the product name if you do not have a valid product ID. I have tried various implementations. I have tried leaving the Product Id empty and filling in the Product Name. I
Linking Zoho CRM 'cases' and more to Joomla CMS front end
Hi, I have seen a few posts about integration of Zoho CRM with Joomla CMS but there still seems to be no real solutions that I can find. What I want to do is have a registered users data captured by the Zoho Crm as an account that can have cases entered from a joomla from end. Only one or two people would be using Zoho CRM but I would have hundreds of accounts that tickets could be generated for. The link to joomla would be some sort of administrator or super user link that would allow entry of cases
Multi-Currency: Modify the Currency of Existing Records
Hello All! When Multi-Currency was released, you had the option to add a currency to only the new records. But then, how about the existing records? A valid question that most of you asked! We now have that option. You can modify the currency of your existing records too! After this update, the currency of the existing records will be set to the default currency during the implementation of Multi-Currency. On editing the record, you can change the currency to your liking. As always, try this feature
Web to Lead Form (Edit)
Where i can find the (Domain Name) in this html code? the (returnURL) is here, <div id='crmWebToEntityForm' align=center><META HTTP-EQUIV ='content-type' CONTENT='text/html;charset = UTF-8'> <form action='https://crm.zoho.com/crm/WebToLeadForm' name=WebToLeads606421000000059072 method='POST' onSubmit='javascript:document.charset="UTF-8"; return checkMandatery()' accept-charset='UTF-8'><table border=0 cellspacing=0 cellpadding=5 width=480 style='border-top:2px solid #999999;border-bottom:1px solid
Input Requried Field in each Field in ZOHO CRM
how can i Input Required Field for each Field in ZOHO CRM? example if the "Field" is only for email and they entered a number. i know how to do this in Creator,but i want to apply this in crm..its Web to Lead Form,
Sorting accounts by most recently updated notes
When I click the Accounts tab, I can look at My Contacts, All Contacts and make my own User Created Views. I would like to sort through all accounts by the most recently updated notes. I have an inside sales staff that adds notes to existing accounts and I would like the account owners to be able to see these updates in chronological order. Can this be done? If so, how?
Page Layout - URL covers Last Edit Date
Hi On the Accounts page layout if you have a long URL and the right side bar with links enabled, any reasonably long URL will obscure the Last Edit Date Field. Would recommend you put this one line down. See enclosed image. Thanks Gene
CRM Mail Add-On - select all?
Hey - Is there a way to default "show all" mail in Zoho? I can select "Sent Emails from CRM" or the emails from particular users - but not "all".
ERROR Potentials - The action that you intend to perform is not possible The record you are trying to access has been deleted and moved to the Recycle Bin. To view and restore the record, click here.
I was attempting to update a potential and when I saved it gave this error. To be sure it was not a problem with that particular potential I tried to change and save a different record, the same thing happened. Please let me know if this is a system wide problem that is being looked at or a problem with my data base. John
Can not update or add information
Currently, when I make a change to a lead, potential, account, etc. such as leaving notes or changing an account owner, it appears to accept the change but then it does not reflect that change in the record. Is Zoho down?
CRM not working!
Every time I try to make a change to a prospect nothing happens or it just says error: null. Please can someone advise on what to do? Many Thanks, Cat
Custom Object in Zoho CRM?
Hi, We are building a new api integration solution for Zoho.So, 1. Can we able to create custom object in Zoho CRM with some fields in it? 2. And can we associate the custom object with leads and accounts objects? Please provide us detail on how to create and associate it to other object if support is already available.
Customizing what displays at the top of the page.
I'm sure it's an easy thing but I can't seem to find it. How do I change what displays underneth the contacts name. ie: Phone, Mobile, Email when I have since changed/moved/replaced these fields. So I want the new ones I have created to appear there. Cheers Jamie
Understanding the Map Fields
Can anyone explain the mapping of each Excel Column before importing my lead spreadsheet? After hours of search (terrible reference tables in this software site) I found the explanation for map fields. On the Page "Import Data to Zoho CRM" it details the excel column numbers, even though columns are letters, rows are numbers. However, it does not explain how I can change the map including the numbers. The example skips #2 & #3. Really confusing. One more day then I trash this and move onto another
How can I add an existing custom field for 'Potentials' to show in 'Leads' also?
After I added the pick list to 'Potentials' I realized I need it for 'Leads' as well. Can I add an existing field to 'Leads' without re-creating it?
Using Zoho web to contact from with weekly
I am considering using Weebly to build a website. I currently use Zoho web-to-contact form to import con acts from my web form to Zoho CRM. Can I do the same if I build my new website in Weebly. According to Weebly PHP and Mysql cannot be used. If the soho form cannot be used, does anyone know an easy to use platform to build a website which can use the soho web-to-contact form?
Best Tablet for Zoho CRM
We are wondering which users are utilizing Zoho CRM with a tablet on a consistent basis. We know that there will be an iPad version shortly, but the way we see it, we want a tablet that works not with an application but natively with the browser. This will guarantee a consistent use over time across platforms as well as always receiving the updates to the web version instantly. Another reason to prefer web over an app is that the app will be plagued with bugs as in all 1.0 versions. We don't want
Zoho CRm not saving info plus saying records are deleted
Hi The CRM system isn't working at the moment: it doesnt save any changes or additions. Please fix! Thanks.
Activating Zoho Mobile add on does not work
Hello, We bought one user license for Zoho CRM Mobile add on for the Iphone. That also shows at our subscription page. However, activating it following the instruction: ´Activate Mobile Edition for Users´ results in an error message: ´...which exceeds your license limit´. What do we miss here? We got the following answer from Zoho CRM, however it does not cover the point: __________________________________________________ Hi, Thank you for contacting support. From our records, you have purchased
showing data on flyout
Getting ready to switch over to zoho and trying to get up to speed on it. One thing I would like to kow how to do (or if its possible) is how to get account data to show up on a flyout when hovering the mouse over the account name in potetionals (or whatever.) This is a partial screeshot of our old software. When hovering over the company name, the details pop up
New to Zoho - How to ensure integrity of confidential company information?
Hello - our company is new to ZOHO CRM and we're wondering how we can best protect our company's confidential information i.e. customer information, price lists, quotations, sales performance etc. I have tried to find information on the website however I cannot seem to find anything. Is there someone I can speak to or is there a standard set of security protocols that we can leverage? Please advise and thank you, Lance Davis
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