Mass update works for only 100 records at a time
I was all set up and ready to go to start using zoho, when during setup I realized that the only way to update multiple records at once is through Mass Update - and you can only do that 100 records at a time. So if you have a 1000 records in a contact list you just imported and would like to add a lead source, you need to do it 10 times? I must be mistaken. Please let me know how to get around this limitation. I also wanted to associate the 1000 contacts with a campaign and was dismayed to find
Is not empty and Is empty searches
Hi I think I am having an issue with this search function. Or perhaps I am not using it correctly. I am simply trying to show all contacts that have a certain field populated, so I used "Is not empty" search field. However nothing happens. I know I have plenty of empty ones so I am assuming those should be filtered out. I also tried "Is empty," but I get the exact opposite, all the contacts disappear. What am I doing wrong?
Customizing Quotes Template
How do I add individual product discount field into the template? .The ${Products.Total After Discount} displays the total after deducting the discount, how do I display the discount as well (the discount on individual products)?
Can I view contact emails at the account level?
I have thirty-five users in one account. ten of the thirty-five contacts have received email sent through Zoho. Is there a way to see all of the emails sent to the contacts at the account level? I have the same question related to tasks. Can I view the open tasks for all of the contacts at one specific account, by viewing only the account? For example in SalesForce, an email sent to a contact is automatically associated with the contact and the account. An email may also be associated with an
Task list does not allow "Account" field to be shown
I am unable to edit the activates list to show the "Account" for each of the tasks. This is problematic, as it requires us to remember the individuals account relationship as we are review the open activities list or forces us to click on each task to find out what account the task is related to. I tried to edit the view, however account does not seem to be one of the selectable fields. Suggestions?
Potentials and Relationship With Pipeline- Doulbe Booking
We distributed to several customers who are all competing on the same project. If customer a,b, & c are all bidding the same project which has the same potential name under the individual accounts of a,b, & c, is there a way to eliminate pipeline from projecting the sale 3 time overs? If the project is a $10k sale and only one of three bidders will get the job then I would like pipeline to recognize $10k of potential revenue not $30k. I guess this would also apply to totals in estimate report
Assign Task in CRM
How do I assign tasks to my teammates in CRM?
Mutiple Email Identities
I run several businesses and want to use CRM for all of them but in one account. I need multiple email identities for outbound email. How can this be done. Thanks
popup datei falsch geöffnet
wenn ich die datei beim popup öffne erscheint die alte version wie kann man das ändern das man nur in der neuen version die datei beim popup bearbeiten kann ?
popup datei alte version
hallo warum öffnet sich wenn ich beim popup die datei öffne die alte version ? und wie kann man das ändern
Auto-email to users following a lead/account when note is added.
I am thinking of switching from Salesforce to Zoho due to the workflow automaiton features. The one thing I do find extremely helpful in salesforce is the "chatter" function within each account/lead for discussions between users. I noticed that zoho allows the addition of "notes" to leads/accounts which is essentially the same thing. How do I have people who own or follow the lead/account get auto-emails when notes are added to the lead/account?
I am stuck with a few things on the CRM - I wonder if somebody can help resolve these
Just to avoid confusion, I have renamed 'Leads' as 'Properties' and 'Contacts' as 'Contractors'. I will try and refer to the original names. 1. I have set up a mail merge template. When I go to a Lead, and I do the mail merge (see mail merge.jpg), I fill in the rest of the information I need and then I don't see how I can save this as an attachment to a lead (see save-document.jpg). I can email it, but even then, as you can see from save-document.jpg there are rows that i fill in as and when i do
Zoho CRM + Mas200
Hey All! Our company is looking at implementing Zoho CRM(amongst other apps)along side our Mas 200 system. I just wanted to get any feedback related to other user experiences with this set up. Basically, we would be importing .csv data on a daily basis to Zoho and tying it in with some other Google business apps.....Thoughts? Concerns? Questions? Any help would be greatly appreciated. We are also in the market for a Zoho Consultant in the Denver, CO area. Thanks!
How do you get help with this?!?!?!?!?!
I have written on here, called numbers that are associated with zoho and read all the guides but cant seem to get any help. Nor does zoho seem to have any live support or anything - which is mad seeing as that is a platform that they sell! I have paid for zoho and want somebody to help me set up the CRM to my specification - to an expert I am sure my queries are simple but I can't seem to find out how to solve them. Could somebody tell me how to phone/skype/live chat the Zoho support team.
ZOHO CRM Customization Available
I'm an experienced ZOHO CRM Admin/Developer, I can customize ZOHO CRM for Novice users and program API Integrations for advanced users (PHP,Java,XML, etc). Regular Online support available on a daily basis. Send your detailed specs/requirements and I'll reply with a project proposal. Best Regards.
Several companies with the same module
Hello, For starters let me say that I have translated this message French> English (googleadwords) so please excuse me for mistakes. I would like to set up and configure in Zoho CRM first before installing other modules (Zoho Projects, Zoho Books ...) We have two different companies in different sectors, can be in the same CRM to manage two out different companies and then the other modules (Zoho Projects,Zoho Books ...) Thank you for your answers
Help to move data from Zoho CRM to WordPress ALO EasyMail Newsletter database
Hi I need a programmer to make a program to move data from Zoho CRM to my WordPress plugin ALO EasyMail Newsletter, which I use for sending newsletters to at least 3 different customer groups. Who can offer me a solution? Best regards, Bjarne Ravn
Lost Data Cases
We seem to have lost over 100 records in CRM cases. One major customer had over 1 page of cases and now there are only 2 cases remaining. We have reviewed the audit file and there are no cases listed in the audit log. This is scary. Please advise
Viewing leads
I am the primary user, and I have set up custom field view in the layout. It all works fine for me. But when secondary user signs in, they see the general layout, not customised view. Even if they go to "setup" and check the layout there, it comes up like I have set it up, but when you go back to viewing Leads, the fields are still not displayed as per this custom setup... Is there somewhere I should be clicking on to ensure this happens or is it a glitch?
Using Templates for Quotes, Invoices...
Hi, is there a possibility (or a workaround) to use the Writer for Quotes or Invoices. I am not able to create a inventory template which fits to my needs. Or, should I / can I use the office plugin for Quotes and Invoices? Thanks Mustafa Kocatürk
List of bugs in new CRM filters etc.
Hi there, While training my staff this week, we found numerous issues, which I think are bugs. 1. When creating a filter on any tab, with the headers, if I open a record, and then click the little arrow to return to the filter, I am instead returned to an unfiltered list. So all the work I spend on creating a filter is lost. This is a big usability issue. What is the point of creating a filter if it is not at least remembered while viewing details of records. 2. Likewise, you provide arrows on
Related Products tp SalesOrders
Hi All, Together with my very best wishes for all of you I have question: I'm using the ZogoCRM API to retreive the SalesOrder information. Now I want to retreive the products in a salesorder, using something like: https://crm.zoho.com/crm/private/xml/Notes/getRelatedRecords?newFormat=1&ticket=19216b4SECRETd5c7a21482f9&apikey=i-qtwhSECRETlI$&parentModule=SalesOrders&id=382935000000544033 This yields no data response: <response uri="/crm/private/xml/Notes/getRelatedRecords"><nodata><code>4422</code><message>There
HOW IS INVENTORY MANAGED WITH ZOHO INVOICE AND CRM INTEGRATION
Hi , since Zoho Invoice and Zoho CRM is now integrated, I need to know how does it work when I create an invoice in Zoho invoice, and then fetch it with zoho crm to an specific account. Since Zoho invoice does not handle inventory, and CRM does. will the export feature will affect the products inventory? Also when I create a Credit Note on Zoho invoice and then sync with Z.CRM , will it affect the products inventory? How does this work. Thank you,
Multiple currency format.
I am having an issue with having multiple currencies eg. INR and USD. IS it possible to setup multiple currencies on CRM?
add contact name merge field value to email templates in CRM
Hi. I don't quite understand why this is not already a possibilty but don't you think it would be an amazing idea to have the ability to include the contact name as a merge field in the email templates that can be created in the CRM templates module? If not then can you please explain why? If it is actually possible then can you tell me how please? Cheers, Danny.
Ability to pull more data into the activities section
We should really be able to pull more data into the task/events in the Activities section. Specifically, information about the sales orders that create these tasks upon creation. Thanks
Work Flow Task Fields
Hi, I'm starting to use custom fields in my tasks. I noticed the work flow tasks does not retrieve the same fields as create a new task. My team now has to manually add the data to the tasks. Work flow tasks entry should pull the same fields as the New Task has. I have many work flow tasks and work flow rules. Also, it would help to create folders for work flow tasks and folders for work flow rules I'd also like to see better functionality with tasks. E.g. view in zoho sheet and Complete button
Suggestion, any Note, Email, Call with a contact, will UPDATE the modified time of the parent Contact/Lead etc record
That way Pulse and Filters can be actually used to find untouched Contacts.
Any plans to add more web tabs?
Atm Z CRM offers the ability to add 5 web tabs to CRM, i am currently using all five. One for Z Doc's and another for a Z Creator application, which means i don't have many left to use for other pages my sales team might need. Is there any plans to allow more web tabs as this makes the user experience much better as they don't have to leave Z CRM.
Several companies with the same module
Hello, For starters let me say that I have translated this message French> English (googleadwords) so please excuse me for mistakes. I would like to set up and configure in Zoho CRM first before installing other modules (Zoho Projects, Zoho Books ...) We have two different companies in different sectors, can be in the same CRM to manage two out different companies and then the other modules (Zoho Projects,Zoho Books ...) Thank you for your answers
Can't see Activities in a Potential in Safari on Mac
When I look at a Potential with Safari (Mac), I don't see the Open Activities. Chrome and Firefox work fine. All my extensions are turned off.
Sales Orders Reports
How do you get the account name in sales order reports. In my version the account name is missing from the list. I would like to see a report with account name, product name and code. I've tried the following: Linking Account to Salesorder: When I link account to sales order and ask only for account name and sales order subject, I get a report. When I link account to sales order and and ask for above, plus individual product details, I get a frozen browser and have to back out. Please help.
sales team daily report
Hi, I am just two days in ZOHO. How do I get to know the various activities my sales executives do on a daily basis ? -- such as making calls, new leads generated, client visits etc. Thanks.
Zoho CRM integration for validation against our database
Hello! Thanks for your support! I have a question, Im new to zoho and currently evaluating it for our organization. We are a government institution and basically what I need to know to be able to use Zoho CRM is if somehow we are able to interact with our own mysql database. In our country every citizen have an identification number similar to the social security number in the United States, my question is, can we somehow create a field in the CRM module, that validate the identification number of
Mass insert record in zoho crm
Hello Are they specific api to mass insert records into zoho crm ? If no, how many records can I insert in one call ? Thanks for your help Regards
I am trying to use the ${TOMORROW} as a conditional value to limit a view for all entries up to tomorrow
Is this possible? It would be great to be able to use before or any other modifier related to date value. Any plans for this or work arounds? The before tomorrow would be very useful for task views where all I want are open tasks for today and any previous un-closed tasks
Creating Record from Zoho Apps to Zoho CRM
Hi, I tried to collect information from Zoho Creator Form to Zoho CRM. The zoho creator form we have indicates among other things product details (in our case, properties). I want some product information to populate "Products" module of our Zoho CRM. I thought I followed the instructions correctly that you have in here: https://help.creator.zoho.com/Creating-a-record-in-CRM.html but it didn't work. Perhaps I did something wrong so please help. The error message is: Error at line 8 : Variable zoho.crm
CRM Invoice to Invoice App
Perhaps I am making a mistake, but I have subscribed to the CRM and invoice services with ZOHO. In CRM, it has an option to create an invoice, but it doesn't seem to link with the invoices application. Am I doing something wrong, or do I just not use the invoice module in CRM? Thanks for your time and a good product.
'status' criteria not displaying in my views
Hi there, Most of my views work on the 'status' of an order but for some reason this criteria is showing up blank this morning in my views. The status is still correct in each of the individual tasks but the column is blank under 'status' in my views. This means I cannot track my current orders as the filter criteria also doesn't seem to be able to see what is completed and what is not! How do I fix this - it seems like a bug but is more than likely something I have done. Kind Regards, Orla
creating email lists
Hello, I would like to know how to create email lists within Zoho? I used Outlook in the past and you could create a distribution list and then select email addresses from your contacts. Can this be done in Zoho? Thank you Kris
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