Error while login - error while initialising the logfile
Hi, What is the cause of this error? how can i solve it? Thanks for the help. BB team
Sharing subset of information with another user
Sorry if this is a silly question. If I have an admin role and there is a sales rep role below me and I wish to share only a small subset of accounts or account information how do I achieve this. ie. I cant see where you can say create a team and mark an account or some account contacts or account tasks etc "to be shared" with another user ??
Customizing Zoho CRM for SaaS business model
I was wondering if anyone could help me customize Zoho CRM for the following business model. We provide SaaS service like Zoho with monthly subscribers. I need to track usernames, passwords, software license numbers, type of software, trial start date, trial end date, billing start date, monthly price. We bill twice a month so I also need to invoice for prorata usage. If someone could please help me with where I should capture what information. I want to avoid creating a new product for every user.
When managing calendar, Zoho reverts to current month after each activity - leave it on APRIL, e.g.
Can this default behavior be changed so I don't have to re-navigate to the month I'm adding events to in the calendar pane?
po question
Is it possible to attach a po number to leads? I need a number attached to every lead-
Link incoming emails to contact
I see I can send out of CRM an email to a contyact and that it links to that contact. Is it also possible to link an incoming email to an existing contact automticaly?
Can't access my report!
Have clients I send a Potential/Activities report to weekly and have been doing so for months....two columns...one for Subject and the other for Activities summary by date. Last week when I tried to access my custom report I received an error notice..."sorry for inconvenience". Contacted support on two occasions and they remotely tried to pull up/create my report only to say they can't as have a software issue to resolve which could take a month to accomplish!!! I don't understand why I have been
Field Updates
I have created new fields under the Account tab that I would like to update monthly when I obtain new sales reports. What is the easiest way to "match" and update certain fields using a CSV file?
Code not working all of a sudden zoho.crm.searchRecordsByPDC/contactid - CRITICAL - disappointing response from support (waiting 3 days)
Hello, I have emailed support, and submitted an online request for help - I marked both as critical...and still, 3 days later, have heard nothing back from support...very disappointing...I am quite an advocate for the Zoho tool suite...but must concede that the support aspect is quite hit and miss...I am a paying customer and I realise the service is at a favourable price point but I still think a 24 hour turn-around (even an automated response to say it's in the queue) would help. How so ever...
Copy of a Letter I sent to the Development Team
I thought I would share a letter I sent to the ZCRM Development team. This was sent to Peter Balaji. His title is (or at least was) Sr.Manager - Sales & Support Zoho Corp ******************************************************************** Peter, I am writing to express my concerns with the ongoing development of Zoho CRM. You may recall that our company is an enterprise user with 31 seats of ZCRM. As our company grows we want to be able to leverage the capabilities of a robust CRM system to help
How do I find existing pick lists?
I want to include an existing pick list for every country in the world and every state in the US. I know they exist somewhere but where do I find them? Thanks you, Josh
Price controls Products, Invoices, Quotes
I need to be able to give different sales people different price books that they are aloud to use but not provide a price lower then the list price, if they charge more they get more commission so I don't care about the upper bound. Is this possible. I also read about tiered pricing is there any update on that. Thanks Seth
My interface language is Chinese, and i cant change to English
My interface is showin in Chinese, even though it was English when i was logging in .... I cant understand what it is saying so i cant change it to English. Any help?
Contact Mailing labels based on account criterion
I need to be able to create contact mailing labels, but my selection field comes from accounts. How can this be done? Please advise.
Referencing renamed modules in API
We have customised some of our CRM tabs e.g. Accounts has been renamed Companies. Does this rename the actual module or just the tab? In other words, if I want to use getRecords to retrieve columns from the Companies tab, do I refer to Companies or Accounts in the querystring? Also, can I retrieve custom fields using the selectColumns parameter? Thanks.
API and GetRecords
Hello, We currently use the API with GetRecords method to obtain data in the leads. My question is: Is it possible to do the same thing but with the tab "Activities" or "Reports" with a url like this https: / / crm.zoho.com / crm / public / xml / Reports / GetRecord? apikey =****? Thank you.
Configuration organisation fields
Hi, I'm configuring zoho crm and want to import a few hundred organizations. They have different locations and departments. Which are often characteristics of contacts in the systeem. What is the best way to configure this without getting in trouble later? Thanks, Frits
Web to Contact Form has stopped working AGAIN!
We are having continual problems with our web to contact form. It will work fine for months and then suddenly stop working for no reason at all. Our computer person will go in, have to regenerate the code through Zoho, and usually this has fixed the form in the past. But it never stays permanently fixed. I have had dozens of clients go to this form to fill it out - spend 1 to 2 hours on it, and submit it, and the info never gets into my Zoho CRM. So the only way I find out there is a problem
Can the Assignment Rules be applied to already imported leads?
Hi, I have created a number of assignment rules for my leads however they do not seem to be working - are they only applicable to newly imported leads or are they supposed to "update" the already imported leads? Many thanks!
Workflow Rules for Alerts
Hi all, I would like to be advised when one of my clients' account expires. But the choice is limited : I can create an alert so as to be informed 1 day earlier only. Is it possible to change the formula (---> ${TOMMOROW} ) into more precise terms ( one or two weeks earlier i.e) ? I already tried to change the due date (plus/minus X days but it does not seem to work) Thanks in advance if you can give me some clue here.
Is it possible to duplicate the inventory tab?
I have 2 different kind of products to track and I would like to have to different tabs pour my inventory. Is it possible to create a second inventory tab and if yes, how? Thank you, Cedric
Email Signatures with Email Add-on
How can we use the signatures in zoho mail settings with zoho mail add on when emailing from a record?
Campaign source drop down in Lead information not working?
I have been importing new contacts for a specific campaign and yesterday I was able to access this drop down menu and now it doesn't respond. Any idea why?
Deeper Customization Please
We are mainly a B2C company although we do some B2B and over the last couple years we have used Zoho to manage our customers and work our leads. Overall we like it but our current setup feels "jerry-rigged." If there were more customization options it would really help us out and cause us not to periodically look elsewhere to see whats out there. When viewing a contacts details page it would be very helpful if you could customize the info that displays about related potentials. Currently the potentials
What things you can do with SMS plugins..?
There are a number of tasks/object that you would love to attend/get notified/alerted on your mobile phone,(irrespective of what handset you are carrying). With SMS support you can: Send and Receive Updates/Notifications/Alerts inside your CRM. Stay connected to your CRM Update Database using simple SMS ( for people working on field) Reach a number of people in just a single click (Bulk SMS) Create/Edit/Configure SMS Templates: No need to type in SMS every-time ,just click and find your template
How can I link 4 different forms to relate to one form ?
Hi, I'm entering data about a client and what that client is purchasing through my company. I have divided my information into 4 forms which includes information about my client's details on the first form. Can someone advise me as to how I can easily and quickly relate all these forms as a whole to each client please ???
Feedback on "Export to PDF"
Hi - I just wanted to provide some feedback, and suggestions to users, regarding the "Export to PDF" function for quotes, orders, etc. The PDF output looks very different from the Print Preview output. The Print Preview looks very nice, but in the PDF the fonts look different, alignment is different, even the horizontal lines are jagged in places. So, this may be something to fix up a little. In the meantime, a better solution we found is to simply use our own PDF print driver (PDFCreator) to create
Definitive answer about "Event" Subject line please.
There are lots of threads answering parts of this question but I would like to try and get a definitive answer on the changeability of the "Subject" line in the "Event Module" please. Can I change the "required status" of the Subject field or change the state of the Subject field to be a drop-down or another type of field? I dont mind at all the required status but I would like to be able to use a more specific indicator of the type of event other than plain "Subject."? Thanks you!
Pop up Events - Now open in a new window when clicked on......
Up until recently clicking on a popped up event would open in the current Zoho window.......now they open in a new window.....this is annoying for us...... Is there a setting we can change? Chris
Creating Task by sending email?
How do I create a task via email?
i-device apps
Let me tell the world what I would want from an i-device app. I want to be able to pull up a contact over 3G, add notes about the meeting I just had, book in the next one, and attach the relevant pages document. This would be in a wikipedia mobile style, so each field expands and contracts as I click on it. If internet is not available, it will store a number of contact details in memory, and any edits I make will be uploaded later. I can "pick up" or "drop off", say 10, of these contacts in the
Important Changes in Campaigns Module
Hello! We have improved the functionality of the Campaigns module in Zoho CRM that will better address most of your campaign management needs. With the earlier version of Campaigns module, you could: Associate a campaign to a lead or contact Associate only new leads and contacts to the Campaign The improvements in the Campaigns module are: Associate multiple campaigns to a lead or contact instead of a single Campaign Source Add the existing leads or contacts as campaign members to different Campaigns
calendars I have zoho crm calendar , google calendar , and android (google) cell smart phone
calendars I have zoho crm calendar , google calendar , and android (google) cell smart phone I would love help with the following I have zoho crm calendar (ZC) , google calendar (GC) , and android (google) cell smart phone (AP) right now with zoho crm calendar I can see the calendar dates (with columns dates etc) on my PC and I can NOT see it on my android - I use this for all business appointments and some personal appointments with google calendar (GC) I can see this on my PC and
Campaigns module & Leads import
Hi, I have a leads from my event, it is an excel file. I can't import all leads into the same campaigns. In Campaigns module, I can only add lead one by one. I suggest put an import function here. TKS. George
Assign Existing Lead to Campaign
ZOHO CRM seems to operate on the premise that leads are generated BY campaigns. I have a different approach. For me a lead is a "suspect" someone I think might be a possible client in future. I gather these leads in various ways, research, lateral thinking etc... I enter them in CRM as leads and later I want to run Campaigns in which I will target some or all of these leads by sending them marketing literature etc... by email or direct mail or perhaps just a phone call. So I create a Campaign. What
How do I select my accounts/leads and add to an existing campaign?
Hi, I have worked with other CRM´s before and I could do: open/start new campaign (example "Christmas cards 2010") add my contacts/leads by selecting to this campaign check it by viewing each contact/lead that they were add to the campaign (in Zoho would be displayed under contact, like note, email, activities etc.) In Zoho, I can not do that, or? I need another "Field" or how do you call that!? Example Display: Lead My CRM looks like: Lead Information, Address Information, Description Information,
Add source to multiple leads
Hello, A requirement has come up where we need to make use of the campaign feature. As it stands we imported 700-800 leads however now we need to attach a campaign to these leads. Is there a simple way of doing this without having to go through each individual lead and adding the campaign? Many thanks! Dave
Enchance Campaigns
Not too happy with how Campains work. I should be able to create a campaing, and attach marketing assest which are created and uploaded to the crm system. Then throught campaigns attach leads, prospects, accounts. Currently I have to go to each (lead, prospect, account) and attach to the campaing. It seems that the relationship linking is backwards. I create a campain and then choose who / what I want to participate.
Multiple Campaign Sources per Lead
Is it possible to associate a lead to multiple campaign sources for tracking? Specifically, this example: - An e-mail blast (Campaign 1) is conducted. Lead A replies to e-mail blast, is created in the system and associated to Campaign 1. - A second e-mail blast is sent (Campaign 2). Lead A replies to this e-mail blast as well. Lead A already exists in the system and is currently tagged to Campaign 1, however we also want to track that the lead replied to Campaign 2. Is this possible? This serves
Email verification issues
Hi, I have set up my personal mail account to receive within ZoHo mail, that's fine, but I cannot configure it to sent. Each time it claims to send a verification email, I receive nothing. I have tried multiple times. Attached is the current set up of my accounts for sending mail. Help!!!! Danny
Next Page