Record level security required in the CRM
I am a great fan of Zoho CRM and am currently using it for our company but I now feel the need to have some "privacy and security" for certain confidential information. At present I cannot send any email without everybody having access to it. It seems to be "all or nothing" approach. Either I allow somebody to share everything or nothing. For instance, If I would like to make one particualr Contact or Company Password protected, or invisible to other users, I cannot do that. The same with a confidential
Summary of Conference Call with ZCRM team
I just completed a conference call with members of the ZCRM development team to walk them through the way our company uses ZCRM. This was a great experience. We used Zoho Meeting to share my screen and I was able to demonstrate the way we have customized ZCRM to implement our procedures. This demonstration allowed the ZCRM team to see how this one company uses their product in real life and I believe it helped them understand what drives some of the requests they see here in the forums. I believe
Can i insert products with description on SalesOrders/Invoices?
hello, I'm trying to use insertRecords to create a new SalesOrder. I would like to add a description for each product item in Product Details section. It basically works fine using the XML below, except that no products description can be inserted. Is the insertRecords API doesn't support to insert product description? <SalesOrders> <row no="1"> <FL val="Subject"><![CDATA[TESTING]]></FL> <FL val="Contact Name"><![CDATA[Reeve Lin]]></FL> <FL val="Sub Total"><![CDATA[555.0]]></FL> <FL val="Description"><![CDATA[Description
How to eliminate "Change" option in the Client/Lead/Contact tab in CRM
Hi :) In the client/lead or contact tab there is a field that associates the "owner" of contact/lead etc. It is the username of the account. So now I only have 1 username, but there is an option to change that which is useless as there is only one account under my CRM now. This was not possible few days ago but it suddenly appear. Is there a way to disable the function "change" in terms of changing the owner of the contact or client entry in the client / contact owner field? Thanks, hope you
Merging related records in deduplication issue
We have a B2C setup. Our business is largely referral-based, so we have a custom lookup field in Leads for contacts: "Referrer." The problem arises when we deduplicate contacts and merge them. All lead records with the contact lookup field for the merged record lose that contact field; it don't get merged along with activities, attachments, etc. This seems like a significant issue. Is there a way to do this cleanly without losing data?
How can I place campaign name in email template based on lead record type?
Hi, I want to use an email template against leads and want to include the current campaign. The new campaign model doesn't seem to allow me to access the campaign -- ${Leads.Campaign Source} is simply no longer available. What is the replacement method? Cheers ... Phil Usher
Can we export Our data from Peachtree In ZohoCRM?
Can we export Our data from Peachtree In ZohoCRM?
Upload File function working
Hi, I have been trying to create a form with an upload file field. It was working fine until I got to the upload file part. Now, when I try to submit - the form prompts "Please Log In" & "Failed to add data" Please help! <iframe height='500px' width='100%' name='zoho-Upload_the_file' frameborder='0' allowTransparency='true' scrolling='auto' src='http://creator.zoho.com/kenmooney7179/copy-of-send-file-in-email/form-embed/Upload_the_file/'></iframe>
Show "custom" account field uwhen creating event\activities?
Is it possible to display a custom account field with an event? I created a custom account field called "contract" and I want to know what type of contract the client has when creating the event. I also want reports from the events\activities to show the same "contract" field. Thanks in advance.
Gmail and Task Enhancement
Being able to add an event from gmail (similar to tasks, notes and potentials) would be great as well as making task reminders for free accounts, an option
Default Skin for Organization
Is there a way to set a default skin across all users within the organization? It would also be nice to disable them from changing the skin from that default, but that would just be icing on the cake. Thanks! Chris
Phone number formatting
When entering phone numbers to be used with Skype I get formatting issues Trying to add a "1" to an already existing number If the phone number was originally entered with dashes "-" the number appears as per a normal American telephone formatting = 1(123)456-7891 However when entering a brand new number and not entering dashes - the number does not format at all and is is one big number = 1234567891 If the number appears already as (123)456-7891 and I try to add a "1" it removes all formatting and
How to use API to INSERT records into CRM?
I have an API key, but I want to see an example of using PHP or PYTHON to INSERT data into the Zoho CRM. Do you have a sample? Thanks, Scott
CRM email plugin
We are launching a large Zoho implementation next week and I have two questions. From what we've discovered if you delete or archive an email that is logged in a contact history the email disappears from the contact history. Is there any way to correct this? For a business like ours we need to make sure our emails in the contact history are there in the future in the event of any legal situation with the customer. Also when we terminate an employee and deactivate their Zoho account from the CRM and
Error when using the Concat function in custom field formula
I am trying to combine the value of the following fields: Company; Last Name; a custom pick list field; and a custom date field into a 5th resultant field. All goes well when using the Concat function and the first 3 fields however, when I add the date field and then I receive the error "Incorrect Data Type of Argument" . Of course this makes sense but I can't find a way around it. The formula I am using is that works is: Concat(${Leads.Company},',',' ',${Leads.Last Name},',',' ',${Leads.Event
how export zoho crm contacts to google contacts?
What is the best way to export Zoho CRM contacts to google contacts? We have a lot of custom fields etc, and want to just get the basic contact data (name, phone, email) exported with as little hassle as possible. PS. If the oft-requested sync to google feature is nearly out, please give me an ETA.
Goto function to get from email page to contact
I am new and have Zoho CRM with the mail add-on. When I am looking at an email, I have the options to Add to Contacts or CRM. If they are already in the Contacts, it says so but I can't move from the mail to see the contact info. Sometimes the only information in the email about the contact is the email address so so far I have to copy the email address and search the contacts for the contact information (and the previous email and so on). Or am I missing something? Is there a way to navigate from
Why can I not see sent email from CRM?
I have purchased 2 Mail-Add Ons and can see Received Items, but I need help on the configuration to see the Automated Sent Items when user completes Web Form. Thanks, -Veterans First
CRM
Hi all, We are going to subscribe with Zoho CRM professional App, And if anybody is using this app. please we need your advise & recommends about that app. looking to hearing from you, Thanks in advance. Ibrahim M. Zohait
Zoho add ";" to adress - Web to form
Hi, Zoho add ";" to adress when i get leads "Web to form". Do you have any solution ? Thank you
Edit Page Layout ... are all blank..
All the Edit Page Layout's are completely blank. See attached. Suggestions?
Add versions at products
Hy, Is it possible to create a drop down list in order to add versions at products. It is really importatn for us to see wich version of a product is operational (for example 1.4.1 or 1.5.2). Hope you can help! Grt Ben
Web form updates
Today web2leads started not populating fields. Yesterday I successfully tested after making the recommended htttp(s) update. Today I had to repaste the code direct from zoho crm after seeing many fields not populating. Now I am unable to implement http://cutroni.com/blog/2009/03/18/updated-integrating-google-analytics-with-a-crm/ It has been working for years untouched....
Need to filter fields in Accounts to control mass emails / mass updates and more
Here are a couple of examples: 1. I want to have a 'last sold' picklist and date in Accounts Module, and use those fields in a filter that I create my mass email contact list with. (I don't want to have the 'last sold' fields in the Contact Modules, since many Accounts (Companies) have more than one contact, and I always want a quick review of the Account to know what they've been ordering.) 2. In my data migration to get started, my 'account type' field that I have, resides in Accounts module.
importing leads from excel worksheet
hi there, i'm new to zoho and just starting using the crm and am wondering if someone can help me to load these. there are some merged fields that are not mapping properly and i also cannot figure out how to map some custom fields. is there a support phone line where i can just ask someone this question? i emailed support with a copy of the spreadsheet and the same questions last week but have heard nothing back...is the forum the best place to get answers for questions like this? thanks so much,
Zoho CRM Iphone App?
Is there an iphone app coming anytime soon for Zoho CRM? I use Zoho crm now and it is great, but an app for my iphone would be awesome. I would like to be able to create quotes for my desiccant bags products and post potentials from my phone. I know that vtiger has an app, but I like Zoho CRM better. Any feedback or a time line would be great to hear.
Access matrix to potentials.
Hi Zoho CRM Team! I try to implement access control matrix to Potentials and don't now exactly how to do this. We have 2 groups: sales representative and product managers. One Product Manager is responsible for brand "One" and should have a visability (read only) to all potentials regard to this brand for all sales reps, second PM is responsible for brand "Two" and should have a visability to all potentials regard to this brand for all sales reps. The PMs should be able to see potentials conected
Today Button when updating Date Fields
Would be helpful if there was a Today button when viewing the pop-up calendar after clicking within a date field. Thank you.
Proxy Login
I'm finding that an administrator would benefit from being able to proxy login a user or test user while testing changes to profile/roles and workflow. Easier than having to log out and log back in as another user. FYI
Is it possible show the job opening from Zoho Recruit at Zoho CRM?
Dear Support, We are Zoho Recruit users. We'd like to show the job opening for each client at ZOHO CRM. How can we connect Zoho CRM and Zoho Recruit. In Zoho Recruit we use Client and Contacts from Zoho CRM. Now we need access Zoho Recruit informations at Zoho CRM. Could you help us please? Thanks. Paulo Miguel.
Outlook Plug-in AddEmail to Contacts/Leads isn't working for me
My integration between the CRM and Zoho email is going okay. My problem is the Outlook Plug-in. I have a contact in ZOHO CRM. For whatever reason, I receive an email in my separate Outlook mail. I have installed in Outlook Plug-in. (yes, I make sure it is logged in). and when I highlight the email; click /add Email/; get the add email to ZohoCrm where I have the different options; click /search and add/; locate my contact, highlight it and click /add to Zoho Crm/; I get a message "Successfully
Different Fields in productview
Hi, I have different product categories: Services, Software producte and Urban Planning Production Now I want to add different fields for each categorie. For example: for my software products I want to add the field version (with a list). However for my services I want to add the same field, but not with version but with category. Software + Version (for example Product X + 1.3.1) Service + Category (for example Consultancy + On the job training) Now I have defined services, software etc. under products....
accepting payment for sales orders and invoices
We recently setup an authorize.net account. We have been using quickbooks online to create sales orders and invoices but would like to keep all sales processes in crm. Is there any payment integration being developed for Zoho CRM? I have been looking at info@hand which is built from sugarcrm. The quickbooks integration is also enticing.
Zoho Crm for Iphone
Any news for native app?
Impossible to send email from Quotes with firefox 4
This is just terrible. On google chrome I can't use it (window don't even open...!) , but now same problem with firefox 4. HELP - I can't SEND my Quotes anymore !!! So my invoices either. URGENT kind regards Daniel
ZOHO writer mail merge: only works for 1 user, not for the others
We created a template for mail merge in Zoho Writer. It works fine for 1 user. However, it doesn't work for the other 4 users: the mail doesn't fetch the CRM data and gives and error message. All users have the same rights, use the same browser. Someone any idea what's happening?
Mass updates...
https://help.zoho.com/portal/en/community/topic/mass-update-using-zoho-crm-api Is there any updates to when to expect this feature? If we cant mass update using the API calls that doesnt leave us many options for running a business... The amount of time we update our CRM records should not be limited by API calls alone! Can we get a status on this feature, or a possible intelligent workaround?
3 Dates For Events? Drive Me Bonkers
I made customer field titled 'Renewal" and set a date. Now I want to remind myself but documentation seems out of date (there's no 'remind me' button or tick) Can I set a reminder all by itself for an account? Right now all I can see is: 1. Go to Account and below, click on New Event. *2. Mandatory Settings for Start Date Time, End Date Time 3. Click Recurring Activity *4. Start Date, End Date * trying to figure out two start and end dates is driving me bonkers to figure out which one takes
Sales Rep vs Admin Activity Permissions?
Our sales reps were unable to see the Admins activities that were entered in the client record, but they were able to view other sales reps entries. I went into Data Sharing Settings and changed the "Activities" status to Public Read/Write/Delete. I don't want the reps to be able to edit or delete any activity that wasn't created by them or assigned to them. They should only be able to view activities that were created by their predecessor. Is there a way to do this? Thanks, Kathleen
email addon
I'm new to Zoho. Can I buy just the email addon during the 15 day trial period or do I have to pay for the the full service?
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