Need to record web-to-contact emails
Is there a way to record/document an email sent by a webform? I'd like the email to show up in the contact record once the contact is approved and added to the CRM. I'll settle for being able to find the email ANYWHERE! I need email history to begin with the Contact Us form. Any suggestions anyone? DJ
use of CRM in educational institutes
Dear I am from an educational institute in India. I want to ask you that can we use this CRM for managing our all outside contacts, potential faculty or alumni records Please ans as soon as possible Thanks
Hiding Fields
I can't seem to find anyway to implement this, but what I want to do, is for contacts hide certain fields from showing up unless another field deems it so. In my case, I want a field to ask me how many computer's the client has. If I state with a pick list that the Contact has 3, then it will show 3 sets of fields on the Contacts account asking details about each computer. The only thing I can see to do at the moment is to make as many fields as the highest I would think and have a lot of clutter
How to mass mailing accounts
I try zoho crm since a few days, and I figured out that I can't filter accounts and send them a mass mailing... So what didn't I understand ? If I want to send a message to all the account that have a particular custom field value, how can I do ?
Quote Product Details
Hello, I need to be able to create a quote with multiple products. At the end of the quote, I need to be able to add a couple of extra amounts that apply to the entire quote (ie local transportation, shipping etc). How can I incorporate this into the quote? For example I might have the following quote Item A - Unit price $10, Qty 100, Total = 1000 Item B - Unit price $5, Qty 100, Total = 500 Additional Charges Local Transportation - $50 Shipping Charges - $100 Total - $1650 How would I go about adding
Quantity of products assigned to contact
Hello, my company manages the contact module as the customer module. Our customers buy multiple products of the same type, is there any way to show that an individual customer has bought more than one of the same product?
Importing multiple contacts into products
Hi ZohoCRMers, I'm hoping you can advise me on a bit of a challenge we have. We produce events. We'd like each Contact to contain a record of which event(s) each individual has attended. It seems there are two ways to accomplish this: 1) create a series of custom Contact fields to contain this data, create a single Contact file that we can import to update all these custom fields with True/False 2) create a series of Products to represent each event and assign the appropriate products to each Contact.
XML in Excel using API of Zoho CRM
Hi, I'm trying to use Zoho CRM's API to suck data directly into Excel using a web query. The data comes in XML format. When I pull the data into Excel, it comes like this: uri no FL val /crm/private/xml/Leads/getCVRecords 1 *the actual data* LEADID /crm/private/xml/Leads/getCVRecords 1 *the actual data* SMOWNERID /crm/private/xml/Leads/getCVRecords 1 *the actual data* Lead Owner /crm/private/xml/Leads/getCVRecords 1 *the
How do you record multiple product entries under one customer name?
I work in a garden tools company and each customer may make several significant purchases - how do you record them all under one customer name? I am having to do separate entries (on duplicates) for each purchase, therefore duplicating the records continually. HELP!!!!!
Why am I seeing tasks created by others
Whenever my boss adds a task to his Zoho account it shows up in mine as created by him. Why is that happening?
Can I upgrade the created on field?
Can't seem to figure this out in any area, so I made custom ones for when I migrated my data from Dynamics CRM. It's just sort of a pain since it shows created on is today for all my accounts, opportunities etc. I can just look at the custom field I made to see when it was made but it would be nice if it showed the proper date. I tried editing it which it doesn't let me, and I tried to change it in sheet view but it doesn't save, is it not possible? What do people do when importing data from
Certain custom fields not populating
Hi Zoho, I have an application that uses your insertRecords API to add new leads to our Zoho CRM account. Sometime last week, certain of my custom fields stopped being popluted. The new lead is still inserted, but missing some important values. My custom fields are Numbers and DateTimes. I don't believe that anything has changed in my Zoho CRM setup, or my application. Do you have any suggestions for me? Thanks, Robin Hamilton.
Zoho mobile - GREAT IDEA guys! Your next objective..
I notice you have a CRM for blackberry mobile in beta test. GREAT IDEA GUYS! This could be a world-beating product. My question is this, at present I notice it works with contacts, leads etc but not all modules. I totally understand you are at the cutting edge and working as hard as you can...my question is this...Is it your hope that at some time in future you will be able to access other modules from mobile app? For example, quotes and invoicing and crucially INVENTORY? I think this would be
need option to create multiple companies
hi, i hope this feature is not available, i was told by support that its not supported. their should be an option to create multiple companies in CRM which keeps all data and users separate from each other. i was told that you can assign it by users, but that just a work around. their realy should be options to create multiple company details. i have 6 hotels that need to be separated a to z,...it will be too confusing for us to assigning contacts and leads by roles. thanks
Attach mail to contact
hello, i work with Zoho CRM and Mail Add on for Google apps. How can i configure Zoho mail to attach a mail in my contact when the mail is sent to me by a collaborator and the contact is in CCI : ? thank you
Edit Custom Field Issues & Advice
3 issues please... 1) on the crm in products, I am am trying to add a new custom field listing every make of car (about 30 fields). Whenever I do this I get a "duplicate values" error dialog box, even though there are no duplicate values. If i reduce number of fields in pick list to just 5, then suddenly it's ok and error message goes away. Is there a very low limit on number of options in a pick list for a custom field? I have also tried editing an existing field in basic set-up and the same
Workflow rule on task completion
Hi, I need to notify various contacts that are associated with the task that the task has been completed. I was hoping that i could create a workflow rule for this but as far as I can tell activities are missing from the record type in the Workflow rules UI. Can anyone suggest a workaround or another process to notify system users and contacts that cases and tasks are completed? Thanks, Adam
One Rule - Multiple Criteria - Multiple Tasks
I would like to do the following under one Workflow Rule: Workflow Rule: New Contract Criteria 1: Location is: Denver Task 1: Task Created for Denver Admin Criteria 2: Location is: Oklahoma City Task 2: Same Task is created except this time for Oklahoma City Admin I seem to remember being able to do this originally, but I took a few months off and came back to an updated workflow interface. Can I still do this, or do i have to create a separate workflow rule to send the same task to different offices?
Need Notes in Vendor Module
Title says it all...VERY much needed to have the Notes ability in the Vendor Module.
Order_Id : SalesOrders.SO Number
Hi,Why I can retreive the good order id of a sale order inside my email template ? I don't understand this value : ${SalesOrders.SO Number} I would like to use this value to retreive informations of an order with the api : https://crm.zoho.com/crm/private/json/SalesOrders/getRecordById?newFormat=1&apikey=KEY&ticket=TICKET&id=ORDER_ID But it doesn't seems to be the good value... Thanks
Use Lead Creation Date (instead of Creation Time) ir a Report
Hi! I'm trying to generate a report showing the leads created by day. Using a summary report and grouping on Creation Time - of course, since no two leads are created at the same time, the grouping is useless. How might I use the Creation Time field to get Creation Date - is there even a Creation Data Field? Thanks
Summary of emails, calls, notes, attachement in CRM
Hello, Im using Zoho CRM. Could you please let me know if it is possible to set up section of company description to show all notes, emails, attachments together, sorted according to date it was created? Now I have everything separated: sub-section of notes, sub-section of attachments and so on... And what is the limit of space available for storing all contacts with attachment, reports etc.? Thank you
Trying to retrieve campaigns records but get no data found
This is what im trying to run: https://crm.zoho.com/crm/private/json/Contacts/getRelatedRecords?newFormat=1&apikey=awdsdg23sfr&ticket=23123&parentModule=Campaigns&id=333535 Always getting: {"response":{"nodata":{"message":"There is no data to show","code":"4422"},"uri":"/crm/private/json/Contacts/getRelatedRecords"}} 1. How can i fix that? I tried the two options Contacts & Leads 2. IS the any way to update a lead campaign via the API?
how can I change my CRM user's username and email? we will use a different email?
hi, we have the CRM link in our zoho mail suite dashboard. and works perfect on the left column. I created zoho CRM accounts using a different domain name for a beta phase testing. We will now use Zoho with our main domain name hence I need to change all user's emails so they can still be linked to our zoho mail suite. how can I change my zoho CRM user's username and email? what is the best way to approach this? I have 35 users with zoho mail and zoho crm. Adding a domain name in zoho mail and
Newbie question: How do I create/sync an account with my own db using zoho api?
Whenever users sign-up in my site, I want to create a respective account under my crm account using the zoho api. I did read the wiki docs, but mot help seemed geared towards java, and I only know php :( . Can someone please guide me a bit or point me in the right direction?
How can I delete my CRM account?
How can I delete my CRM account? Thanks
CRM home page redirect???
Hello, I am not zoho crm user. When I visit your page http://crm.zoho.com in any browser, IE, Chrome or FF and I immediately redirected to http://crm.zoho.com/crm/ShowHomePage.do. I don't want to sign up. I want to read up on the information about the product. Please advise. Nathan Williams N-Line Computers
Is there easy way to move logged calls/ tasks from an account record to a potential record
We'd like to change the way we log our data so that all activity under a potential is stored there, rather than the individual contact records associated with that potential which is what we have been doing so far. Is there a simple and quick way to do this without having to create new call and task logs under the potential tab, Thanks Scott
Yay.......Mass Email from Potential - Thank you Zoho!!!
Found the update today for emails from Potentials...... This has made our jobs a million times easier as we mainly work out of potentials........ THANKYOU VERY MUCH!!!!! Chris
Example of How ZCRM team can improve communiction
I was doing some research this morning and I ran across an excellent example of what I would like to see the ZCRM team do to improve communication with the users. The following screen capture shows how one of ZCRM's competitors keeps their user group informed about upcoming developments. I have also attached the image file so you can zoom in and see more detail about how effectively they communicate. Chuck Sena
Notes in Zoho CRM - no interaction with invoicing module
I post this note in the hope that, a)people are not misled into what ZohoCRM can do, or b) someone out there has a solution to this problem on ZohoCRM. In any business you deal with a multitude of people and in each case, whenever they order products, invariable there are some things that either cannot be done at the time or there is vital information regarding their next order etc... and because we are not machines, we make notes. These notes are the things that save us when the customer calls back,
Help picking a free CRM system.
My eyes are glassing over a bit (total novice here), but I am looking at the free CRM versions: ZOHO, Capsule CRM, and Really Simple Systems. I have a very small business that I am looking to manage info on leads for possible new accounts. We only need two users (myself and my wife). Having no experience with a CRM, I'm not sure of any possible limiting factors of the basic free systems mentioned. The basic criteria I have on the above are: ZOHO: Users 3, Storage 100MB, Accounts ? (I did see
Breadcrumb field in leads - Like stage in potentials
Hi, I think a nice feature to have in the leads section would be a breadcrumb field that works like the stage field in proposals. This would allow us to monitor the status of every lead and check the right positure is being followed every time.
Database Locking - WORKAROUND
this feature is missing from Zoho CRM and would be a good idea to add it, I believe something has been added to Zoho Creator??
Unable to associate an existing Project with a CRM Potential.
I created a new potential and had no problem creating and associating a Project with it. Unfortunately on another CRM Potential, I am completely unable to associate the existing Project. I click Associate and follow all the steps and then I hit save. Then I get an error message stating that "You cannot have the same email address for more than one client." I cannot find where the email addresses are the same. That potential doesn't even have an email address, but I put a fake one in just to test
SOLVED - HTML code in sms emails sent from inside Zoho CRM
I have had email templates set up within Zoho CRM now for roughly a year with no problem however very recently some of the templates are either ; * Showing "rich text" not the email template or * The email template shows HTML code either above or below or both the email wording. I have discussed this with the support team however they have been unable to offer any explanation? The official line is that they will use their test accounts to confirm whether it is my computer of the CRM system. However
Sub-tab spelled differently to Tab
I have renamed the Accounts tab 'Customer Accounts' but the subtab for creating a new account is spelled "New Cusromer Account" I cant find where to change this in the settings. Is there a way I can change this or is this a back end issue? Thanks for your help!
edit page layout function not working in CRM leads section
I have confirmed I am paid via Zoho invoice. And I have logged out and re booted twice. When I go into Setup and try to edit the leads layout page, I get a "not available" message or a message that Internet Explorer is not working. Yet all my other Zoho CRM pieces are working... I can add new leads, edit leads, sort leads, etc. Very frustrating. I have a lot of work for the next five days before presenting this system to the client (I am footing the bill while I prepare the presentation and database
How do I stop Zoho from Billing me?
I have DOWNGRADED my plan to a free account and have REMOVED my Email Add-on, however I still see $5.00 being charged for the email service, which I am not using, and have unsubscribed to. The most recent charge was yesterday. I have unsubscribed to the paid plan 2 weeks ago, and have even sent a support message in regards to still seeing the $5.00 on my account for email. Please direct me on how to remove this fully so I'm no longer charged ANY money and how to credit back to my account the $5.00
Previewing Activity Fields from Account View
Is there any way to customize the activities preview within the Account/Lead/Contact/Potential view to display the fields I want to see? I would prefer to see the creation date of closed activities as opposed to the status or due date, but I cannot figure out how to make that change.
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