How do you include associated contact information when exporting accounts?
I am looking for a way to export my accounts so that it includes the associated contacts with the account and their information. Any ideas? Thanks.
Form submission works locally but not when uploaded to live servers.
Hello, I'm working on a form for a client that uses Zoho CRM. When I test the form on my local machine it works fine, but when I upload it to my server (or the clients) the form does not work correctly. It seems like it works because I still end up at the redirect page after submission but I never get a confirmation email. Can anyone help me with this issue please. You can view and test the form at the following URL: http://www.scott-m-brown.com/clients/zohoform/form.html Thanks in advance. Scott.
Problem with IP protection
I have a setup in my Zoho CRM account that i only can access from a specific IP adress. Now i have thisa problem, that my internet provider are working wtih dynamic IP adress, so i can´t login now. Is there a way to reset my login function or anything else to do. Because its really a big problem for me??
Mass Email to potentials?
Hi, I am trying to send an email to a select number of failed potentials, however i can not findout how to do this please help. Thanks
View emails in Account Details page
Hi, Is there a way to view emails exchanged with contacts in Account Details page ? (like Activities, Notes, etc.) Thanks, Pascal Veilleux
Customise Activities Related List
The recent additions of two new columns in the Activities Related List (as seen on Accounts & Contacts Tabs) mean we now have 9 columns. This is leading to sever space problems with the 'subject' column often squashed into 3 or 4 lines... The new columns are 'start datetime' and 'end datetime' - but what do these columns mean? The length of the title alone means a lot of extra space. If, like me, you use the Activities mostly for 'Tasks' these new columns are wasted and take up valuable screen
Error on lead importing
When I try to import leads I am getting the error per the attached screen shot.
CRM and Projects
I just want to say you guys rock. We were spend so much time on systems that do not integrate that it was a serious issue. Not only is the integration a great feature but each application is extremely full featured especially for the price. Just wanted to say thanks.
Create link to web form without embedding
Hi, I am new to Zoho and am hitting a few snags. One major question I have is I want to create a web to leads form but instead of embedding into a website, can zoho just create a link for me that I can just email whenever I need to? I still want to keep the email notification. Any help would be great. Thank you.
Verification Code to Forms
Is there a way to add a Verification Code to Web-to-case, Account-to-case to forms in CRM? Thanks, Mark
Project integration
I can't find where to generate the key. I am on free version for the Projects until I see how it integrates. Is that why I can't find a key?
Workflow Help!!!
Currently our office has 3 locations. All three have the same workflow, but the tasks are done by different people in each location. Right now I have to create THREE different workflow rules to trigger the same task. The only difference is who the task is being assigned to based on location. Please allow us to assign criteria to tasks as well or some other work around. This is what I want to be able to do with ONE workflow rule: Workflow Rule: New Potential Criteria: Contract Signed Date
Understanding Accounts and Contacts
I am not using the CRM in the traditional manner I suppose so I have some questions on how all of you experienced people would do this. I have 3 layers to our contacts. Company > Branch > Person This is what I figured I could do, correct me if there is a better way. Treat the companies and branches as an account. So if there are 3 branches, have 3 accounts setup. Then setup the people as a contact assigned to the accounts. Does make sense or the right way to set it up? One last question, can you
CRM Best Practices
I am new to CRM having previously used multiple resources to handle my sales data. Is there a guide or video on CRM best practices? I want to use ZOHO CRM completely and I am not sure how to handle all the features. Thanks in advance, Oz Whitesell MKJ Creative
Formula custom field question
Hello, I am looking to create a custom field that tracks the date that a custom field is modified. So, for example field A shows the date that field B was last modified. So far, we're looking at creating an integer custom field to act as a trigger variable to store either a 1 or a 0 (which will track when the status field is changed), and a formula custom field to display the date of the last change in the status field. We created a few attempts at a formula (shown below) to handle this, but when
Google Apps - Multiple domains
Hi, As I understand it Google Apps lets you add/verify multiple domains to one instance of G-Apps. Will this cause any issues with adding an existing CRM account to G-Apps from the marketplace that has CRM users with email addresses in both domains? e.g. current CRM set up includes users from A_Domain.com and also from B_Domain.com If they set up Google Apps so their primary domain is A_Domain, but also have the B_Domain added and then add CRM from the Marketplace will this affect the existing CRM
Sorting Potentials by Stage
It does not make sense to sort potentials by stage alphabetically. For potentials' stage there is the item Sort order by which it should be sorted (that I can modify in setup), it looks like this sort order number is ignored throughout the aplication, seems to be a bug. This sorting by stage doesn't work in potentials page, nor it does in reports for example Pipeline by stage.. Again sorted stage alphabetically. Looks like a programmer just applied the same sorting rule to all columns without thinking
Grouping contacts by area code
Is there a way to group contacts by area code or region so I can better manage the calls I need to make?
Quickbooks Enterprise 9 Support
When will you be able to provide integration for QuickBooks Enterprise 9.0 stand-alone? Mitch W.
Google apps embedded/contextual gadgets
Is there a way to only turn this gadget on for people that are using Zoho? Right now only upper management is trying out the software but my other 300 or so users are whining about the gadget at the bottom of each of their email messages. I would be great if the gadget only appeared for those that have Zoho access.
Making upgrades optional
Hey, I recently had some functionality added to my instance that I don't need namely, Open Activities now has added Start Date Time and End Date Time as well as Closed Activities now has added Start Date Time and End Date Time Can I have these filed removed they were never there before. Regards Mark
Data Sharing Settings ( in particular potentials )
Hi All I have set the default permissions for all modules to private. Despite doing this all users are able to see everyone's data. Has anyone else had this problem or am I doing something wrong? Thanks for your help.
Question about New ZCRM and Creator Functionality
I found out about the latest enhancements to the integration between ZCRM and Creator. I am very excited as I think that this could lead to tremendous user customer opportunities. However, I have a few questions about how to make this happen. My first business case is to set up a Creator App that can be used by our sales channel partners to register their projects (Haven't decided whether to pull the info into Leads or Potentials yet). Is it possible to create a private Creator app that I can share
Suggested Improvement for associating records
I was working on mapping out the next phase of ZCRM deployment in our company and I discovered a rather surprising quirk about how ZCRM handles associating/relating data between accounts and contacts. If I add a product to a Contact I also have to manually add that product to the Account Record as well. I believe the same quirk exists with cases, solutions and tasks. In many B2B scenarios you will work with a single contact who is one of many at an account. When one person buys a product it means
Zoho CRM in a B2C context
Hi, I'm currently evaluating Zoho CRM for my B2C travel business. From reading https://zohocrm.wiki.zoho.com/B2C-Tutorial.html and looking at a common sense approach, I don't think I want to use 'Accounts' but rather treat my customers as 'Contacts' and the trips I offer as 'Products'. I have two questions: 1. I'm new to both CRM and this platform - does this sound like the right way to setup this product for my scenario? 2. This approach means I need to assign a product to a number of imported
Report to find one product, but not another
Hello, I'm looking to create a report that finds customers (contacts) who use one service (product) but not another. For example: customer A uses product A customer B uses product A and B customer C uses product B I want to create a report that only finds customer C, how would I go about doing that?
File name is too big (or) may contain special characters
When trying to attach a file from Google docs we get this File name is too big (or) may contain special characters Any suggestions?
How to properly use campaigns?
I'm continually having problems understanding how to effectively use campaigns to improve work flow and keep track of day to day data. A typical "campaign" for us will be reaching out to a group of existing contacts at various companies with some type of idea for consideration. Some companies will say no right away, but for many others we will have a long series of back and forth emails, phone calls, and meetings which we want to track and have a place to look at current status (preferably on a
Hard code a field entry
I have a web-to-contact form on my ABC page. How do I automatically enter ABC as the account name when forms are submitted? Isn't there a way to set a field value in the code? Thanks, DJ
File storage size and trial
Dear I am fro iit gandhinagar, we are evaluating this CRM to build up our public relaion database. I couldn't understand one thing here that file storage in enterprise edition is 500MB/organization. that sound like how many users I have, I will always get only 500MB default which is very small size for our organization. Please clear my query ASAP please tell me one thing that is there way by which you can extend our trail period as our evaluation is not complete yet. thanks
Automatically generating quotes
I am trying to create a new quote using java why do i need to send all information about the individual products surely the system knows the products so i should only have to send the productid and amount. Sending all information for each product requested makes the url i send extremely large and almost impossible to debug. Nick
GMail Sidebar Gadget
For those of us that are "standard" GMail users (vs. GApps), can Zoho release a sidebar gadget that performs similar functionality as the embedded/contextual gadgets when you sign in to ZCRM via GApps. Google Labs has an option to "Add any gadget by URL", which does allow you to "link" your Zoho CRM/Tasks into GMail, but it's not based on the current email/contact you're viewing (like Rapportive). I'm thinking more along the lines of either a contextual gadget for standard GMail users within a message
Related Data Fetching
I am using zoho.crm.search/get functions just fine. it returns what I expect. However, what I would like to pull out is the equivalent of the potential 'stage history'. The 'related data' that is stored when a potential moves along from say Proposal, to Negotiation to closed/Won such as the 'Expected Revenue' or 'Modified Time' at this stage in the potentials past. I am unsure if this is possible and if so what field names or syntax I would use as these values are not current, only held in the
Need to template and email with graphics
I am trying to get a template email with graphics. The issue I am having is that the graphics via a standard image file or the copy url to point to the image in html all come into Yahoo with an Attachment icon. I need to get rid of the attachment icon. Everything shows perfectly but the attachment icon may cause people to be suspect to viruses so for marketing and sales they may not open.
Outlook Plug In Failing at Log In Across the Board
Out organization is unable to log in to the Outlook plug in universally this morning, whether it be from a networked PC, a remote laptop (not using VPN). Different forms of anti-virus, etc. So I'd say something is potentially broken on the Zoho end. Anyone else seeing this?
Iphone APP for Zoho CRM
Is there any advance in this App for Iphone?? CRM in the iphone in order to: Have a friendly interface like iphone Manage accounts, leads, quotes, opportunities, invoices would be a really good app to have and a good selling point Best regards Carlos Marquez Upsidecorp www.upsidecorp.ch www.upsidecorp.ch/blog
Subscription needed for CRM/Creator Integration.
This document describes integrating a Creator App with CRM. In the free CRM version the Web Tabs is disabled. Do I need a paid version of CRM before I can integrate with Creator? Does the Creator also need to be a paid subscription? Thanks for the info Herb Wexler
Adding companies to campaigns automatically
First off, I've just seen the campaign enhancements that were made in April that allow you to add contacts to multiple campaigns, which is a very welcome enhancement, and one that will make Zoho much more practical for us. In addition to this, it would be great to also add the company that they work for to the campaign and be able to see all the information from that companies contacts at the company level as well as the individual level. An example of how this would be useful to us. Our campaigns
Problem with PHP Script accessing Zoho CRM API with curl
I'm trying to access the Zoho API via Curl and PHP using the code below. It's able to get records, but when trying to insert some sample XML it's throwing a 4500 error code. (I'm generating the tickets ok, which is being inserted into the URL below) Where am i going wrong? I'm going bonkers - i've been banging my head against this brick wall for 2 evenings now!! $api_key = 'hiddenfromview'; $zoho_url = 'http://crm.zoho.com/crm/private/xml/'; $xml ='<?xml version="1.0" encoding="UTF-8"?><Leads><row
Adding Contacts to Potentials
I am trying to add several related existing contacts to potential/ Opportunity.. being a new user I cannot find a simple way to do it (as compared to Salesforce or SugarCRM) . I can add one contact but I cannot add other contact and contact roles is empty.. is it possible to add several existing contacts to potential/ opportunity? What am I doing wrong (using a free edition)? thanks
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