Zoho CRM and Zoho Recruit
I think its a great idea that you can import CRM contacts from CRM to zoho recruit. If I first started using zoho crm and then began using zoho recruit, that would be awesome. However, I started using zoho recruit first. There isn't any kind of integration for importing contacts from zoho recruit to zoho CRM. This is so frustrating because I don't have the time to manually input all my zoho recruit contacts into CRM. Is there any solution to this problem? Otherwise I won't use CRM.
Formula field values vanish after updating fields using the API
Hello, We are using the API to update fields within our jobs (potentials) records. There are also some custom formula fields that use the fields we are updating. When the fields are updated, the evaluated values on the formula fields vanish. To get them to show up again, the potentials record must be re-saved, which is not ideal. For example, we have 2 custom fields on the potentials records: - Hours Logged - Hours remaining We then have a custom formula field with the following formula: = Hours
Internal Server Error - CRM API
When submitting an insertRecord request with an invalid TICKET I am getting a (500)Internal Server Error and not the expected 4500 error. Also I am allowed to submit an insertRecord with a invalid APIKEY.
Email tracking
When I send an email, it is not tracked in the contacts page. On my co workers accounts, this feature seems to work, so I suspect I am not doing something right, and/or need to modify a setting. Please let me know what needs to be done to ensure that all emails sent from within Zoho end up tracked by customer/account. Thanks
Date substraction on custom report
I need to substract dates on custom reports. Specifically, I want to be able to calculate how long a negotiation lasted by substracting the creation date of a potential from the closing date of that potential. How can I do it? Formula custom field doesn't seem to work, it think because creation time is time-date type of field, and due date a date field (type mismatch) but I am not so sure. Built in criterias for reports don't allow me to compare dates with ranges (only to fixed dates). I could
Transfer account because of modification troubles
Hi I have a role which has the right to modify accounts. Users belonging to this role can modify organization accounts (created via import) but not hand created account (assigned to the creator ?). I have not found a way to say that an account is an organization acount, so the only way for me to allow my 'power users' to access modification is to give them admin role... which is bad :( Help
Why can't I export the results of a search?
Zoho CRM's export function seems to be limited to exporting the contents of a module. Can this really be true? Why not allow Zoho CRM's users to export the results of a search?!? If a database is large, exporting an entire module will be a lengthy process, due to Zoho CRM's restrictions on export size. I am amazed that a search results export function isn't included. I would be most surprised if any other database or CRM exists which doesn't allow this. This is so obvious. If I want to email
integration with web document scanning application
Hi! I think you might be interested in integration of our free web document scanning application http://www.scanworkssoftware.com/cloudscan.aspx with your CRM system. Using free CloudScan your users will be able to scan documents into PDF format and upload them into your CRM. Let me know if you have any questions. Kirill kirill@scanworkssoftware.com
Problem exporting invoices
We need to export all created invoices, to do it we go to "Config / Data Administration / Export", we choose "Export Invoices" and a CSV it is created. The problem it is that the only info on CSV are the header from the invoices but not the detail lines. How can we export all info ( header and detail lines ) from each invoice ????
Mail-merge for Invoice fields
Invoice fields should be available for Mail-merge as those are the fields which might be required for many mail-merge docs like Dispatch Letter, Reminder Letters, et al.
Google Apps 2 Way Sync
Will I be able to test the 2 way sync feature under the trial period for Enterprise Edition? I'm currently evaluating the features of Zoho CRM and the 2 way sync is an important functionality that I need. I don't see the sync option under the contact tab. Is it not available to me on the trial?
Nested IF Formula error
The following currency formula returns a 'sytax error for given formula' error message. What is wrong with this formula. The Potentials.Package field is a picklist field. IF(Contains(${Potentials.Package},'A'), 1.00, IF(Contains(${Potentials.Package},'B'), 2.00, IF(Contains(${Potentials.Package},'C'), 3.00, IF(Contains(${Potentials.Package},'D'), 4.00, IF(Contains(${Potentials.Package},'E'), 5.00, IF(Contains(${Potentials.Package},'F'), 6.00, 0.00))))))
Search Condition on multiple fields
Hi, Can I have a search condition for two columns? Here is what I mean: http://crm.zoho.com/crm/private/xml/Accounts/getSearchRecords?apikey=API&ticket=TICKET searchCondition=(Account Type|contains|*partner*|) & searchCondition=(Account Name|contains|*Joe*|)
Unable to accept Invite
Hello, I have a new employee that is replacing someone at our company. We use Google Apps for email and I renamed the user who is leaving to the new person's name. The new person's login is their own name however when I send an invite to the new user to join Zoho CRM and they click on the link, it says "the old user names" does not exist. Everything on the user side of Google apps reflects the new username however, for whatever reason, Zoho is still recognizing the old username and won't allow them
Need to add new user
Hi All, I have registered for Zoho CRM usage under free license scheme. I am having 3users at this time and would like to add another user in my team. Is it possible to pay for the extra team member alone or should I upgrade my account and pay for all the four team members? Kindly advice Senthilkumar.R
Description of fields
Hello, I'm looking for a description of fields available in Zoho and what their intended purpose are. Obviously, most are self-explanatory but others are more ambiguous and I want to make sure we don't start out making simple errors which are never simple to fix. Case in point, I want to import 5 years worth of clients from our accounting software. Some of these are old, one time deals so they don't really need to be clogging up the new system. I would like to import the 1000+ accounts as in-active
Is it possible to change to Activities Bar within the contact details?
Closed Activities Displaying 1 to 5 Subject Activity Type Status Due Date Start DateTime End DateTime Call Start Time Owner Name Modified Time
Hi, I have two questions.
1. Is the pricing of the outlook plugin 3 euro per user without the mail add-in required? 2. Is it possible to change the setting of the open activities bar within the contact details? Open Activities Displaying 1 to 2 Subject Activity Type Status Due Date Start DateTime End DateTime Owner Name Modified Time
Import CSV
Hi there, I exported a CSV file from LinkedIn to import in ZOHO CRM. Unfortunately it is not working. Can you tell me what to do? Kind regards, Paul
Linking Lookup Field between 2 modules
I am looking for some advice on linking Lookup fields together. Here is my scenario: while creating a lead i want to have a Lookup Field labeled "Referred By". This field would be used to lookup and attach to the lead, a contact that referred them to my business. When the Lead is converted, I would like the "Referred By" information to follow over to the potential & contact modules. How do I do this? I've researched but have been unable to solve my puzzle and i'm looking for some advice. Thank
Mapping Fields
I am trying to map my Lead fields to my account and contact fields. How do I access all of the account fields that are available in the drop down menu? Many times the drop down just says none?
Display of Potential in Accounts
We have faced following issue multiple times. When we make Common Search, we find the result of search-word potential in "Accounts" also. So, we understand that there is a duplicate entry of that account. Now when we delete the perceived duplicate account, it deletes potential also. Kindly advise/mark correction on the problem. Is it possible to retrieve the deleted record?
outlook plugin question
Is the plugin for outlook only sync with contacts within crm? what about phone numbers and emails from "leads" and "accounts"?
Email for Quote should be visible along with other Emails
Dear Zoho, It's very surprising that the email for Quote is sent is not being visible along with other emails in Potential. Kindly advise whether it's being visible? Regards, Deven Shah
Add text and files to contact through the Zoho API?
Hi! I am new to Zoho and the Zoho API and have a few questions. Background: I am going to write an application (preferably in Java) that will associate a received email (in GMail) to a Zoho contact with the the same email address as the sender address in the email. To achieve this, I need to use the Zoho API to send a request that adds the given mail as a note or attachment to the contact list. To ensure that the contact exists, I will probably first have to search for the contact with a given email
New task and Today's date error
Hi, When I create new task and click Today's date, the date is wrong. Please see screencast. Thanks, Håkon Kalbakk
Add notes and attachments to an existing contact?
Hi! I am new to Zoho and the Zoho API, but I need to do the following and have carefully read the API documentation: From my Java application, add an email and its attachments to the note and/or attachments fields associated to an existing contact i Zoho. Is this possible through the API? I noticed that there is an example where a contact is added, but the fields notes and attachments where not present in that example. How are the files sent along with the request? Some more detailed questions regarding
Customize/Change Browser Tab Titles
Hi there! I am just setting up our CRM for our company to use as our main database, so if there is already a means of achieving this please let me know. While setting up stuff I noticed that you can open campaigns, contacts, setup, accounts, etc. in multiple tabs in my browser at once. This is fantastic! However, could you make an option to change the titles of the tabs? I would like to be able to see which tab is which without having to click on it. For instance, in the .png attached to this post,
Today button updates to 01/01/2011
FYI Today button updates to 01/01/2011 when in a date field.
Can not get Ticket.
Before i could access and got Ticket. but now i can not get ticket and error occured instead. error message is "can not connect remote server." . this error message was written in our countries language. so i translated it into english. my program to get ticket is the following this error occured when Thread executed [req.GetRequestStream();] please help me.... private string GetTicket(string service, string userId, string password) { string strTicket = null;
"reply to" email and "from" email
I recently upgraded my account to include the zoho mail add on. I have a corp email address that I can not bring in to zoho for security reasons. Prior to enabling the mail add on. I had the ability to add as a send from email address which worked great. Now that I have enable the zoho mail add on I can only use my @zoho.com email address. Please advise asap as to how to correct this. Thank you.
New UI Feature Needed
I have been using ZCRM for close to three years now. And since he beginning I have been asking for a feature that will make it much easier to view data in VIEWS. You need to allow users to select the column width in views. Currently the column width is determined by the field name. The example attached demonstrates how silly this is. I have been waiting patiently for this for over two years. Now that you are finalizing the new UI I see this as the perfect opportunity to implement this functionality.
getRelatedRecords Accounts/Campaigns
Hello It seems it's not possible to retreive Accounts from campaigns... Is it normal ? thanks https://crm.zoho.com/crm/private/json/Accounts/getRelatedRecords?apikey=<apikey>&ticket=<ticket>&newFormat=1&parentModule=Campaigns&id=351877000000279019 {"response": {"uri":"/crm/private/json/Accounts/getRelatedRecords","error": {"code":4401,"message":"Unable to populate data, please check if mandatory value is entered correctly."}}}
2 Search Parameters
Hi is it possible to use 2 parameters to the getSearchRecords api method?
Same view for all events, tasks etc
Is it possible to create a view that will be used for all of the task and event views? It seems like I have to edit each view for each way that I want to look at a list: all tasks, my tasks, all events, open events, past due tasks, etc. I want to have the same view for everything. Thanks!
Prompt for template creation from reply sent by email...
There should be a check-box, which can lead to template creation page for Zoho Mail or Zoho CRM optionally so that the draft can be saved as template immediately.
Evaluation of formula field dissapears after updating related field using the API
We have a custom application interfacing with Zoho CRM through its API. This application runs daily and updates some custom fields within Zoho from external sources. There are some formula fields within the jobs area that use some of the fields that we are updating through the API. For example, 2 of the custom fields we update on a job are "Remaining hrs estimated" and "Hours logged". Then there is a custom formula field called "Projected Hours" which has the following formula: ${Potentials.Remaining
is it just me or has the service level of customer support dropped lately?
we have reported 2 cases lately and both are left unsolved and only partly solved. its like focus has changed from solving customer issues to closing open cases. We have been paid users for +12 months and initially where we stunned by the high service level - now its the other way around Do you share the same experience ?
About change the prefix "Euro" on it's official sign
Hi, Is it possible to change the prefix "Euro" front of the prices on the official sign €? Now the prices look too heavy. Thanks, regards, Galina
All Day Events in CRM
Is it possible to create an 'all day event' in Zoho CRM? The idea being if something is taking up an entire day I would rather have a check box to confirm this rather than have to set time and date. Similar to the way Outlook handles an event.
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