Custom App API
Is it possible to get data from a custom app via the API? Does not seem to work....
2 custom formula fields together
Can I create a simple custom formula field where I multiply the results of one formula field and another? Is it possible to have a custom formula field inside another custom formula field? (Like it is in salesforce.com?)
Is it possible to sync contacts one-way from Zoho to Outlook only?
I am not sure that this is possible now, and if not, this should seriously be considered for a future release -- I currently sync Outlook with Zoho CRM for contacts, calendar and tasks. But many people I speak to, including clients, may only want either select records being sent back and forth, or a one-way sync from Zoho CRM to Outlook. Is this possible?
How to customize the fields on the individual leads page?
How to customize the fields on the individual leads page? At the top, it usually says the leads company, name, then lead source, email, phone, lead status etc. and then, I can click on a switch below it which expands and offers more information. But I would like to put a field in the TOP part, so that I can see it right away, and not have it in the BOTTOM part. Any ideas?
Filter criteria based on Custom Field in Reports/Views
Is it possible to use a Custom Field in a Filter Criteria in the Reports or Views? Thanks for your help. Antonio
Displaying a custom app details in Contact summary?
Hi, I have a very simple custom app - this has a "look-up" to the contact- ie a matching key, How can I get this to be displayed in the contact summary like "activities" etc? - Is this possible? All page layouts etc do not show my custom app as an option.. Thannks
Custom changes to fields not appearing in Free version
Hello, I signed up yesterday to begin an evaluation of the CRM. But changes to fields are not appearing. Setup > customization > fields > module list > lead > lead source > edit I make the changes, save them, and the changes appear in the editor. No customization however appears in any the contact, lead or leadform. Are you able to customize lead source list in the Free version?
Custom App displayed in Contact
I have a custom app built - very simple, but has a field lookup to Contact, hence a key. However,how do I get the Custom app to appear in the "Contact" with all the other "standard apps" like activities etc? Thanks P
Quote : Mandatory field issue
Hi, I have checked, mandatory fields to insertQuote is: Subject., Account Name, Product Name, Quantity, Unit Price and List Price. I have included all the fields though i am getting following error: <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Quotes/insertRecords"><error><code>4401</code><message>Unable to populate data, please check if mandatory value is entered correctly.</message></error></response>My parameters are as below: newFormat=1&authtoken=[auth_token-original
All User Visibility
How can we make everything we're doing visible by all users (there are 3 of us) in CRM?
Spanish ERP and Zoho CRM
I am looking for a Spanish ERP that integrates with Zoho CRM. Does anyone know any ? Thanks,
Zoho CRM Fields
Hi, We have set up Zoho CRM in English as a default language but we see French drop downs? Can we convert French to the English dropdowns? Karl
Usage of Field Labels at XML Request
Dear CRM support team, We are trying to integrate ZOHO CRM in our application, We found that ZOHO CRM API gives CRM object fields in this format: <FL val="Case Origin"><![CDATA[Email]]></FL> Field labels are provided as an attribute; in our case, we need to create XML node with ZOHO CRM field names. Which is practically not possible; with such type of responses, The reason is... Field Labels contains space (" ") between field names e.g. First Name and Last Name. This kills the parsing. Is this the
Web to Lead form not working anymore.
I'm having issues with my web to lead form from my website http://www.evolvegymoc.com. My website guy had created a slightly different look to the Zoho form, but had all the proper coding regardless. This was working forever and was generating leads into my Zoho until 3 months ago. He has changed nothing on the site and I have not touched my Zoho account settings. Can anyone help me? Brad
Converted Leads
I would like to make a report from the converted leads + lead module Possible? Thanks :)
Why multi-currency, not in zoho crm
Why multi-currency, not in zoho crm
Currency related fields only in Home Currency?
Seems currency related fields are only in Home Currency? Annual Sales volume or Registered Capital from leads can be in various currencies (according to their country). However, seems to me that I have to put them into Home Currency. That can not be right.
Multi-currency at least in Potentials
I know it's not simple to implement multiple currencies ... But what about to implement them at least in Potentials... Please, please... R.
Can we have a different currencies?
Our country's currency is rubles, but we are working with france and we need to have a come different currency fields. Is it possible? Any company working with other countries need that option.. Филипп Дельсаль
Currency settings problem
Hi All, I know a global currency locale in CRM can be set through "Setup"->"Company Details"->"Locale Infomaton". However, our customers are from all over the world, one order currency is different from the other. How can I set a Currency other than the global default for one order? and Can I setup crm so that all currency signs are not shown when a Currency type values are displayed? Thanks, Roger
Math activity in reports
It's possible to count some fields existing in reports: e.g. deduct costs from 'Amount' to get net income?
insertRecords said "Records added successfully" but nothing happend
Hey out there I have a problem with the Lead insertRecord function. After serval encoding problems that I have already solved know the problem the api request ist accepted but the lead is not shown in the crm lead section whats wrong?
"Metadata is Too Big to Load" Error Mesage
I just begin witm my CRM mobile app at my BB 8520. When I try to load "leads" a "Metadata is Too Big to Load" message appears ¿How can you help me? I want to know how can i see the basc information from my leads, accounts and contacts on my mobile phone
Unable to access Customization options
Even though I am the "Administrator" for my Zoho CRM database, when I go to Setup --> Customization, the Search Layout option is greyed out and I'm unable to access it. How do I get access to this?
Mobile App for Android?
Is there a mobile app for Droid? If not are there any plans to launch one? On the road alot and would really streamline sales.....thanks
Android App for CRM
Will Zoho have an Android app soon or the CRM? I see that there is an iphone app. -Seth
Convert Quote to SO & workflow rules
Hi, I am currently setting up the system for use in my organization which is B2B. In the sales process, a quote is made, and followed through the pipeline using the field "Quote" Stage, which consists of stages such as "draft" / "negotiation" / "Closed Won" / "Closed Lost". Once the quote has been accepted by the customer, it is to be converted to SO. At this conversion, I would like the Quote Stage to automatically change to "Closed Won". It is imperative to make a workflow rule bc I think that
Add the ability to change sale stage and probability of sale via Zoho CRM Mobile
Dear Zoho, as a manager of 12 field based reps, I endorsed the use of the Zoho mobile CRM. Now I find it is not possible to change the sale stage using the mobile website. This is basic sales functionality and it is not acceptable that this functionality does not exist in the mobile version. When will it be possible to change the sale stage and have the % update using Zoho mobile CRM? Please advise Thank you Ian
Edited custom fields in all accounts but they do not show at every account overview
Hello . When you click on the tab; Accounts you can see underneath the black tab block an area where you can click on different views. I clicked on All Accounts in this case and customized the overview here. I wanted to have certain things like Phone, website to see in the overview. However if I go back to the mainscreen and click on a different view; for example my accounts the customized overview I made is gone. Do I need to customize it on every view ? or is there a way that every view will
Custom Calendar Views with Multiple Users on it
Is there a way to view multiple users calendars at once, not all users, but maybe just all of one role or all people that are on one team? Just like how you would have a custom view in leads or contacts. Also is there a way to see just the available times for one or more then one users? Please advise? If not can we expect these items soon? Thanks, Shane
Replying to Outlook emails that have been pushed to potentials
I have been using the Outlook Add-in to push emails to potentials quite easily. I also send email from potentials. And I can merge in the "potential name" as the subject of the email, so I almost have a nice Google-Wave-Like collaboration tool. The missing piece right now, however, is the ability to reply to an email that has been pushed in. This breaks the chain. So I must copy and paste or return to Outlook to maintain continuity. Does anyone have a work around for this or know if the ability to
Quote With Days and Time
Loving my Zoho but had one question that would make my life much easier. Have read through the manual and done some research and cant seem to find the right answer. I am in a service based industry where ALL of my quotations are based on labour. That being said I want to have my quotes clearly state the days worked and from what time to what time. Currently, using the product to fill in the portion of thew quote I can only get unit pricing and so on. Preferably I want the actual quote line to
How to handle products with custom prices by potential
Hey everyone here's my situation. We're a small business but we're a partner of a large telecom company. We sell everything they do, but we don't invoice customers directly, we sell the solution and our parent company then installs it and bills the customer and pays us for it. We use Dynamics CRM 2011 right now, and because we don't invoice customers, we track everything in potentials. So we go through sales stages like In Progress > Order Won > Payment received from XYZ Company > Commission
I created a new LEAD; need to change the spelling of the lead but can't edit it - why not?
Anybody know why you can't edit the spelling of the lead's name? I spelled it wrong, but can't highlight the name to change it. Shouldn't this be a feature?? Please advise, thanks!!!
saving email from a different server
I send emails out of a mailer service. I want to save them to my leads and accounts, under their email tabs. In other words, i don't want to create an email, i want to cut and paste one i have already sent. How to do this?
Mapping Fields in Invoices with data from Accounts
I would like to be able to populate fields in Invoices with data obtained from the Contacts or Accounts tabs. At the moment, not even address information automatically populates when I create an invoice for a Contact. I would like to get this to happen, as well as get all of my own custom fields to automatically populate when I create an invoice. Any help would be greatly appreciated. Daniel Russell
No support to me?
I sent 3 messages to support yesterday. I can not wait until monday for a solution as this CRM is useless to our company without mail integration. The main problem is the SENCOND PROBLEM, the gadget inside google mail is not working. I have 2 problems configurating ZOHO with my google apps and google mail accounts. 1. I have followed the steps but not in order as ZOHO CRM didn´t appear in the google´s unversal nativation for hours. Now It shows, but when I try to access since the next user: informes1@doyclases.com the
Converting Lead to Potential but NOT Account
Is there anyway to convert a Lead to a Potential but NOT create an account until the deal is won? I do not considered potential clients we have proposals in front of accounts until they are our customer but I do want to pull them out of the lead process. I have scoured the boards & the wiki and cant seem to find the answer which makes me assume that it is something right under my nose. Any help would be welcomed. Thanks in advance. -g-
How to get the lead owner phone number from the API
I can search for leads using the getSearchRecords API, https://zohocrmapi.wiki.zoho.com/getSearchRecords-Method.html In that I get the OwnerId. How can I use that to get the phone number of the lead owner. Thanks. Chet,
Zoho Creator and Zoho CRM API
Hello! I'm trying to get the CRM Sales Orders records (using the CRM API) from Creator, but one of the fields is always empty. "Products" is a multi line field I'm using to see the XML response. mapvar = getUrl(("https://crm.zoho.com/crm/private/xml/SalesOrders/getRecords?newFormat=2&version=2&authtoken=xxxxxxxxxxxxxxxxxxxxxx&scope=crmapi&selectColumns=SalesOrders(Sales Order ID,Created by,Subject,Created Time,Product Details)"),false); stringdata = mapvar.get("responseText"); input.Products = stringdata;
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