CRM Update
Hi Zoho CRM team, When can we expect to have Zoho CRM update as you have already promised sometimes and we are still waiting to be released? Can you give us some information what new features are going to be implemented as well when really this going to happen? Best Regards C A Franky
Sort leads based on modified time on all details including notes, attachments, etc.
How do I see the most recently changed leads. This includes those leads where only a note has been added or changed. I would like a view where I can see recent updates and thus follow what is happening.
sending email in Chrome - error msg "Insufficient Privileges to perform this operation"
I did a search of the forums and found 1 other user with the same message, and Zoho support asked for them to contact him directly so I don't know if there was ever a resolution. When using Chrome browser and sending an email with the Zoho email add-on in CRM, I will sometimes get an error message in the top bar of a popup window that says "Insufficient Privileges to perform this operation. Contact your Administrator. - Google Chrome" which will pop up after the email screen blanks. There is then
Shopping Cart
I would like for ZOHO CRM to come out with shopping cart integration to Search Fit. com or Core Commerce. Ideally, orders can come in from the website direcly into CRM as accounts and with QuickBooks; we would be able to transfer sales straight down into QuickBooks. Examples of this would be Infusionet.com or Bizautomation.com. From marketing to support, we would be able service our customers better and redcue redundant key strokes between systems.
Linking Custom Fields in Leads -> Accounts + Contacts
I have created a custom Pick List field in Accounts and an identical field with the same LOV' in Contacts. When I associate a new Contact with a particular Account part of the address fields are auto populated. However the Custom Pick List field in Accounts called County is not associated with the same field in Contacts. Is there a way of creating an association between two fields in two different modules. Thanks
Zoho CRM transfer to new Google Apps account
We set up a Zoho installation a few years ago and now want to integrate this with our Google Apps installation, however, when we try to do this, Zoho creates a new account to connect with our Google Apps installation using this domain. When we try to add the Google Apps domain to the older Zoho CRM account, it says that our email ID already exists. Any ideas?
Some issue entering Note in Gmail plug in.
Hi. I'm able to enter a contact fine within Gmail, however when I try to add a Note or other next step I get an error message (screen shot provided) I blurred out the contact info for the forum, but you see the error message. I was able to create the exact note within CRM later, but it did not work within Gmail.
Add new Quote from my website to CRM Quotes by using API
Hi: I asked zoho crm support that if I can use the Zoho CRM - API methods for Quotes module, the answer is yes. I have done API methods for Contacts, Leads, Accounts modules, but since the a Quote can have one or more than one products, how can we format the XMLDATA for sending those information? For example, this is for adding a new lead, what if I want to add a Quote with 1 or more than 1 products? string XMLDATA = "<Leads>" + "<row no=\"1\">" +
Convert Lead - did not create Account
I was converting a lead in CRM. I can see it was converted to potentials and contacts. However it did not create an account in accounts.I thought it would do autometically. woudn't it?
How do I re-size the pop window that displays products to insert into invoice?
Hi. How do I re-size the pop window that displays my products & servies to insert into the invoice? As you can see in th eimage below, currently its too narrow and I cannot see the "go" button and have to keep using the "enter" button on my keyboard to submit a search for an item. Cheers, Danny.
Error when creating note from widget on Google Apps email page
When trying to add a note from the Search "email@domain.com" in Zoho CRM [Go] widget in Google Apps email, I fill in both fields (Note Title* Note Content) and get an error: Unable to populate data, please check if mandatory value is entered correctly Not sure what's causing the error.
Where is the support?
It seems every time we have any issue with our Zoho CRM we have to send at least two, sometimes three emails and wait DAYS before someone responds. I sent an email yesterday morning then again this morning and still nothing. Customer service is non-existent
Help Needed: How to use related lists in Potential Module
I am going a bit crazy trying to find a way to use a related list in the Potentials module. Specifically, I have created a look-up filed for a "Vendor" so we can associate a "Vendor" (we actually use the vendor module for our sales channel partners) with a Potential. Where I am running into trouble is trying to then have a look-up to select a specific contact from that "Vendor" with the Potential. I want to be able to click on the "Vendor Contact" field I created and have it list ONLY those contacts
Integrating with Zoho CRM when using Google to Login to Zoho
Hello, I login to Zoho CRM via my Google Account, therefore; I do not have a Zoho password. How can I integrate Zoho CRM with Mailchimp under this scenario. Thanks, - John
Web to Lead form stop working after few days
A made a web to lead form to our website for having leads directly. For a few days it works well, but after just doesn't do anything...it is very uncomfortable if I am losing leads on this issue What might be the problem? Thanks, Zsolt
Lead Status not setup the same as Job Stage for Pipeline purposes
In theory, your Lead Status field should be able to act like the Job Pipeline...where there is a specific order to how the specific entry is worked: Not Contacted Contacted Contact In Future/Followup Lost Lead Qualified Why is the Lead Status setup differently to prevent proper reporting in the pipeline?
My Web to Contact form isn't going in to my CRM, why?
My site is in Joomla, the form says it's active and my tests don't work.
Email Recording and Deletion
Hi. I have the Email (gmail) module. I see the emails being recorded in the CRM for the contacts. If I delete the email in the email module, will the email no longer be recorded in the Contact or is that a permanent record? Thanks
mail merge
I have a stupid question. Whats the difference between using Mail Merge to create a group email and merge fields from contacts and using an email templete. It seems to me that they do the same thing, except that using an email templete you can keep track of the email sent to the individual persons. what am I missing? when would you use the mail merge?
Lead Editing is slow
I need some advisement: Everytime I click on a Lead and then edit, a "loading" box appears and takes anywhere from one to three minutes to load. Javascript issue perhaps?
I am new to ZOHO enterprise. looking to setup a process to ensure timely delivery of product.
Steps involved : After receiving order online :- 1. Need to raise purchase order on supplier. 2. Send email confirmation to customer. 3. Recieve shipping information from supplier. 4. Ship product to customer with details of courier. against all of this i want to set expected due date and raise alarms if running late. IS this possible in ZOHO,, i would like to know how can i do this, need a starting point please.
Leads/Potentials/Contacts/Accounts for both B2B and B2C
I'm new to Zoho and have been spending a lot of time searching the forums, but thought I'd try the direct route: Our nonprofit targets both businesses and residential customers for implementing (free) energy efficiency measures. I'm unsure what might be the best way to structure our process, since for residential customers there will never be an "account" (they will exist simply as individuals), but for our businesses and municipalities I think it will be important to maintain the account structure
Sales "Pipeline"
We are a vehicle dealer that sells custom vehicles to the government. We do not build the vehicle, but we are the dealer in between the builder and the buyer. They are sold on a bid/tender process. Here is what i need to track: Opportunity Engineering Review Question date Mandatory pre-bid date Bid Preparation Bid date Intent to award PO from agency Order vehicle Pre build meeting Md build meeting Final inspection Shipment Vehicle preparation Delivery License Plate Payment Commission Payment Does
new helper methods - #api calls / #search calls
curious to know if there is any intention to expose the number of api-calls / api-search-calls that have been made for a particular account previous-day / current-day / etc. we occasionally run up against max-api limits and i either need to write my own internal api-call-counter --or-- convince the powers-that-be that we can hold off for ___ months because it is a planned/expected feature. please advise if this is even on the drawing board, and, if so, what the expected release date is. cheers, -e
Add-ons management in User "Account Information" UI
Just a quick thought. How much will it be useful, if there is a add-on management console for each user, inside the "Account Information" UI? Right now the account information UI shows something like this : How about an Add-ons management console using which the admin could enable/disable add-ons for that user? Pls share your thoughts. Rajesh UX-Zoho CRM PS : When a non-admin user views the account information page, only the list of add-ons (minus the enable/disable controls) along with status will
Verify a CRM Account Exists
I am trying to send a POST to see if an account exists by Account Number. I absolutely have to use the Account Number field in my query. This is what I am sending: http://crm.zoho.com/crm/private/xml/Leads/getSearchRecordsByPDC?newFormat=1&apikey=myapi&ticket=myticket&selectColumns=Accounts(Account Number,Account Name)&searchColumn=Account Number&searchValue=114011476211611 Zoho responds with: 4420Invalid Search Column.Check it now
Google Apps Script interaction with Zoho API
I am experimenting with extracting certain data --Leads, Vendors, ...-- from Zoho CRM. Based on their API description I have created a function that creates a ticket and I have an issue with the next function that should obtain the data from Zoho. I have added two Logger.log lines to visualize certain variables. When I copy the zohoVendorUrl into a browser window I get to see the JSON data. When I run the script, the script shows null for the var o in the log. When I read result.getResponseCode,
Get all Sales Order whose status is 'Waiting on Payment'
I am confused on getting Sales Order via API. 1. I have a function that gets all Sales Order whose status is 'Waiting On Payment'. There are a total of 15 'Waiting On Payment' sales orders. However, I can only get 11 out of 15 'Waiting On Payment' sales orders. What happen to the rest ? Why dont they show up ? 2. So, I decide to test on the terminal using CURL. This is my curl command. (which is the same as my api function use) curl "http://crm.zoho.com/crm/private/json/SalesOrders/getSearchRecords?apikey=myapikey&ticket=myticket&newFormat=2&selectColumns=All&searchCondition=(Status|contains|*Waiting
How to edit/update sales order via API ?
I follow the instruction @ http://zohocrmapi.wiki.zoho.com/updateRecords-Method.html and using curl to test. My curl -> curl "http://crm.zoho.com/crm/private/xml/SalesOrders/updateRecords?ticket=9014c332e17991ded6d3449b3d961330&apikey=5d21a20a00f7dcbd135edbeb065ff709&newFormat=1&id=200795000000459005& xmlData=<SalesOrders><row no="1"><FL val="Subject">Updating Sales Order</FL></row></SalesOrders>" And this is my response -> <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/SalesOrders/updateRecords"><error><code>4832</code><message>crm.record.edit.denied</message></error></response>
This is a joke
I have a number of issues I'm trying to resolve or get information on with Zoho CRM & Calendar. All I see is a bunch of forum posts that have users like myself searching for and asking questions, without results or solutions. However, in almost every post reply by Zoho you seldom see a solution to someones problem, only "this is a very good idea, and we will indeed take this it into consideration in the future", "please email us any suggestions and we will be happy to look at the possibility of implementing
CRM app for Droid
heard that you were working on a CRM app for the iphone. will there be one for the google's android phone?
Lead Update for Campaign
Can take the thousand leads that I have and import them into a campaign with a mass update? Thanks Twin Lights Group, LLC
Editing Gmail account settings
I changed my google apps password after I started using ZOHO. Now I received a message that the autofetching feature in ZOHO mail was disabled. Where can I change the mail settings? If I go to 'configure gmail' I get the message that this account already is configured and then it skips to the next step.
Products and Sales process
Hello. I am new to zoho crm and I have a few questions. I work for a company which is renting costumes. For example, I am sending one costume one day and I recieve it back 3 days later. This means that if I have in my stock 10 costumes after sending 4 of them I will have 6 costumes in my stock and after I recieve them back I will have 10 again. What I'm saying is that my quantity in stock is self-renewable every time I have a return. Is there a solution for this both for the sales order and the quantity
Keeping a copy of correspondence (mail merge)
I have a potential customer looking to purchase CRM for 60 to 150 users. They have had various internal apps written which don't work. I am currently going over a checklist of requirements and am setting up a test account. I am struggling with the following: Select a customer or many customers, send a mail merge from Word, (or Zoho Writer) and keep a record of that letter and its content linked or attached to the corresponding customer(s) This is basically the same functionality as a sales order
Zoho CRM API Programming - Process
Hi, I am New to zoho and API programming too. Can any body help me how can i manage data transfer between zoho crm and an my ASP.Net Application? I have gone through the API guide given in Zoho Crm but i didn't find any tutorial regarding this. can any body help me out with his please. Thanks in advance for the reply.
ZOHO CRM Email system confusion
ZOHO CRM email seems to be 2 separate systems. If you use the email module tab to access email, the features are different than if you access email through the Contact module. The email tab supports the address book, the new drag and drop attachment features, etc. The Contact module email access does not have these features. i.e. no drag and drop and it will not access the address book. This means you have to open another screen to add email addresses, and enter by hand or cut and paste. Also, the
PHP Curl and Web-tocontact forms
We're trying to use PHP curl to submit to web-to-contact forms. Our code: <?php $zohovals = array(); $zohovals['xnQsjsdp'] = "xxxxxxx"; $zohovals['xmIwtLD'] = "xxxxxxxxxxxxx"; $zohovals['actionType'] = "xxxxxxxxxxx"; $zohovals['returnURL'] = "http://www.oursite.com/thank-you"; $zohovals['Lead Source'] = "Meet With Us"; $zohovals['First Name'] = $form_values['submitted_tree']['name']; $zohovals['Last Name'] = $form_values['submitted_tree']['name']; $zohovals['Email'] = $form_values['submitted_tree']['email'];
Mail Merge (Word) with a Leads Campaign
Has anyone done an easy mail merge with MS Word and zCRM from leads? I am setting up campaigns and want to incorporate direct mail in the campaign but haven't been able to figure out how to import a data set from CRM into Word without going through each lead line-by-line which defeats the purpose of mail merge. Any suggestions? Ken
color
Hi there, I am the admin, how can I change the standard color for the organization (and than for all the org users layout)? I mean: I want to choos the layout color instead of them.. Thanks
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