Not able to import TRUE value
I try to import and overwrite data with a TRUE value field, but the field is not updated. I have tried to import from both csv and xls source. Is this a bug or am I doing something wrong? Elling
Pick list for descriptions or text/comments
I'm not sure where else such a feature would be useful however with creating quotes i often add text to a special "notes" field i have created that appears in the templates for quotes (and invoices) that allows me to elaborate for each quote and offer extra information when needed. This provides the customer with more information and I can aslo use it to highlight other options etc. In any case my point is that i often have to write the exact same thing that i have written many times before so
Select Month in CRM calendar from drop menu for speed
Hi. The CRM calendar needs the option to select a month by clicking on a link in a menu (to one side or in a drop menu). Otherwise the only other option is to make the transition on clicking from one month to the next a heck of a lot faster. If i have a customer on the phone and they want to know availability for 3 or 4 months down the track I can get to it relatively quick but it would be handy to be able to navigate to a month faster than that. At the moment its taking approximately 1 second
How can I remove a user?
How can I remove a user (I have a test user I wish to remove so that I can add another user).
Feature Request
There is a feature on SalesForce that is very useful. If you have a contact and you have some old information or some empty fields, you can send an update to Request Info to the client. By pressing that button, an email is generated to the contact with a link. When they click the link it shows the current info on file, and allows them the change and add information. When they submit that data is then listed for being dynamically updated. I think that's a really strong feature, and probably isn't
Need help separating Leads from more than one website
Our company has two different Web Sites that we want to use for collecting leads. One is a private website used by our channel partners. the other is from a general information request form on our public website. We want to use separate Web To Lead Forms for each site because we need to associate the leads from our private site with the channel partner that submitted the lead. The leads from our public site may be assigned to internal salespeople or to a channel partner. In conjunction, we want to
Permalinks / URL for Lead records ?
Hi There we have setup several alert functions in our CRM for notifying team members when customers download new products or send us new messages. These alerts include the name and some context information - but what we are missing is the possibility to insert a direct link by which we can directly open the according lead or contact. Is there a solution for this ? Lucius
Question about CRM API
Hi there. I'm new on Zoho. I am creating an application (from Zoho Creator) that should extract a list of account names from the CRM module. The data should be taken and used to pre-populate a drop down list when the form is loaded. The code I'm using is as follows: responseStr = getUrl(("http://accounts.zoho.com/login?servicename=ZohoCRM&FROM_AGENT=true&LOGIN_ID=MY_USERNAME&PASSWORD=MY_PASSWORD")); startingIndex = ((responseStr).indexOf("TICKET=") + 7); endIndex = (responseStr).indexOf("RESULT");
Emails View
Is there a way to make 'Sent Email From CRM' the default 'showing' view, instead of the 'Users Emails" as the default?
Web To Lead and Google Sites
I am running into all kinds of problems when I try to embed a web to lead form in Google sites. I keep getting an error message that says that the code has "unsafe tags" and it disables the save and reset buttons. Is this an issue with the Zoho generated code or do I need to go yell at google about this? If anyone else has expereinced this and has a suggestion I would appreciate it.
Need Help with Quotes/Products/Pricebooks
Our company makes engineered equipment. There are a number of standard components or modules that we combine to produce customized equipment solutions for our customers. I want to use Zoho to streamline our administrative work by using Zoho Quotes and Pricebooks to “build” products using a set of other products quickly. The problem I have is that I cannot find a way to create a quote that uses several components/modules that will produce a written quote that includes a single price and a standardized
More Contact info in Task Module
I frequently create Tasks associated with a Contact. When the Task window opens it auto-populates with the Contact info which makes sense but not the Contact phone #. How can I have the Contact Phone field display as 99% of the time the task is to call the contact? Thanks
What to do if a contact has resigned and joined another company
Let's say that a contact has resigned from his current company and joined a new one? Let's say he actually had activities linked to him and his company. Should I edit his contact and join him to the new account or should I create a new contact? If I edit the contact, what happens with the activities connected to him, his former potentials and his former company? Will they stay with the former company or migrate to the new one (which should't happen)? Please advise!
need help with "Quantity in stock"
I just have a question. I have created product: put stock quantity and other necessary info. Then I created invoice (or sales order) for that product with "delivered" status but items quantity was not changed (deducted) from the stock quantity, its shows up as "on demand"quantity. So my question is how to make delivered product quantity deducted from the stock quantity when its delivered or sales or invoice order are issue? what I am doing not wright? Ivan
search throttling NOT WORKING ----- URGENT
gentlemen, this transaction count throttling for searches is NOT WORKING ... we have been "down" for 2 days now, and without getting fresh data into Zoho, it renders the application COMPLETELY USELESS. please answer the following: 1. at what time and what timezone does the day cycle and the transaction count reset? in other words, if we exceed our limit at 0900Z Tuesday, at what time will we be able to start sending transactions again? 2. have there been any changes to the formula to calculate the
InsertRecords API call from Creator Deluge Script Problem
I am trying to call the InsertRecords API method on Accounts from a Creator Deluge script. I continue to get an 'internal exception error' when I test this function. Can anyone see what I am doing wrong? Any help or pointing the right direction would be appreciated. Thnks void test.testInsertSellerAsAccount() { insertURLstr = "crm.zoho.com/crm/private/xml/Accounts/insertRecords?apikey=" + thisapp.crm.getCRMAPIKey() + "&ticket=" + thisapp.crm.getCRMTicket() + "&newFormat=1"; info insertURLstr;
Cannot edit start time after you log a call
Is there a way to edit the start time after you log a call? You can edit the date, but the start time is grayed out and cannot be edited. Is the only way to delete the call and put the whole thing back in again? Thanks
Can the CRM do a sales team management?
Hi .. I am intending to start a referrer programme .. which I get freelance referrers to refer clients to me .. and I will pay them a little referrer fee .. need the the following: 1) Track which agent referred a particular client 2) Track all the clients that have been referred to by a particular agent. I understand that I can assign it under the "Lead Owner" field and track .. but imagining having 100 free agents who may or may not be active .. and I got to pay $12/user EVERY MONTH! It just does
Tasks
There used to be a task button in your leads, contacts, accounts, every screen. What happened to the task button. All i see if NEW TASK at the very top. But in the body of the webpage there used to be a new task silver button
Changing "From" field in an outbound e-mail
I have numerous e-mail accounts and when I send an e-mail the From field auto-populates with my name and e-mail address. I've changed my account setting to make a secondary e-mail address my primary but the e-mail form still populates with the previous From address. Is there a way to set up a drop down so I can select which address populates the From field; Until (1) above is created, how can I change the address which is automatically populating the From field?Thanks TonyD - Marketing Wizard & Tony
workflow alert email question
My goal is to have any email sent to a designated person with info from a given lead/contact if a variety of criteria are met. I'd be happy to initiate this process with the click of a button or automatically. I tried accomplishing this with a workflow alert email. Everything seems to work fine, except when the email is sent, it no longer includes the merge fields that I originally defined (when setting up the template emails). Is there a good way to accomplish my goal? I appreciate any helpful
Completed task filtering
I modified the satus values under tasks. Basically I deleted all, and created new ones to adapt to language. The problem now is how to tell the system which new value is "completed"... any help? The default filters do not work. I tried creating the value "Completed" again, but that did not work.
Integration, Integration, Integration...
I've searched high and low for a fully integrated solution, and the best I've trialled so far has been Zoho. However - and I know it's been said many times over - complete integration is the one thing holding this suite back. If the CRM package were seamlessly integrated with the email and calendar features, and it was then possible to share all that information with another user (a PA or business partner for example), there would be absolutely no contest.
Importing contact and company data
I wish to import contact and company data from Excel. It seems that I need to perform two separate import operations for contact and company data respecitvely. Is it somwhow possible to import contact and company data in the same operation? Elling
Email notification after 3 days
hello I would get the following result Leads are assigned to users when you do not take any action at Lead in the course of three days it gets e-mail notifications How i can do this?
Remove field limits and add a function field
When is ZOHO CRM going to allow more than 100 custom fields per page. When can we have more than 15 custom numeric fields. And finally when will ZOHO include a function field that allows for a sum of other fields. This is very important to our company and we hope to see this change soon.
Related Lists-Activies
I would like to change my related lists-activities, but it does not appear in the setup please advise how to do this Thanks
Please update CRM API Wiki
Hi Team Thanks to the CRM team, its only few days into learning the ZC - CRM API, via the wiki pages I rather feel stupid for not learning this earlier. However, as a newbie at API, Here are few things that i "found out" by trial and error, Ideally, I expect to locate them in the API wiki section API Methord : getSearchRecords Action needed for : search column NOT EQUAL TO Example with equal(=) Wiki says, http://crm.zoho.com/crm/private/xml/Leads/getSearchRecords?apikey=APIKEY &ticket=TICKET &selectColumns=Leads(First
Notify Lead Owner Stopped Working
On new leads generated with web-to-lead form, Notify Lead Owner has Stopped Working. Please advise.
Syncing All Contacts with Outlook
While setting up Zoho CRM, I imported all our contacts and assigned them to me as the Contact Owner. Now other users are not able to sync those contacts with outlook, because they are assigned to me. Is there a way to setup the contacts so that they can be sync'd by all users, regardles of who the owner is?
email function in CRM
Is there any method to get received email by Zoho Mail into CRM automatically and organize these contact by contact? I can send email from CRM, but can not organize received emails in it. Does someone know about it? Sat
CRM and Invoicing
First, let me explain that I am new to Zoho and follow that up with a basic questions..... Is the invoicing inside the CRM and the Zoho Invoicing two very different products? It seems that I can't find some basic functions in the CRM invoicing. Can somebody please direct me to recurring invoices in the CRM? Also, How can I establish Paypal Inside the CRM, as a payment option for my clients?
Can't see recieved emails in crm contacts
Hi, We have signed up and bought the email integration package. Now we have a tab in the CRM showing emails but we want to be able to see emails that come in to the CRM associated with a contact and also associated with an account. Problem is we can't work out how to do this. We can only see emails that have been sent out. And we can only see these by selecting from a strange drop down menu that gives us the following options (why would I want to select from a drop down menu!). Sent emails from CRM
Products Lookup Window is Empty -- Help!
This was working a few days ago. Now whenever I try to link a Case to a Product through a lookup field, the lookup window is empty, and the search block returns no records if I enter the name of a product. The search block in the standard Products view works fine, but for some reason (probably something I did during customization of the Products entity) now the lookup list (whenever accessed from any other entity) is always empty. Any ideas on what would have caused this. As I said the lookup
Sharing Data
I am using the 14day professional trial. I have imported leads and created a campaign as a CEO. I want to give my sales manager access to this same campaign and the leads from the import, how do i share this data with him?
Workflow Alert help Needed
I have been asked to create an e-mail alert to notify individuals when the value of a specific field has been originated or changed. The problem is that I need to notify a specific individual based on the value of another field in the record. Specifically, I want Zoho to send a salesperson an e-mail alert when the estimating department changes the completion date for a requested quote. We have 6 salespeople. Their info is contained in the Potential record that is being modified to adjust the completion
Create a client login page on my site where clients can order, and then intergrate that with ZOHO CRM
I need to create a page on my site where clients can login to their accounts, order or reorder from a list of products, and pay with paypal. I then need that information to be kept with ZOHO CRM. Any idea on how to do this? Thanks, Roman
Import mails to cases?
Hello I want to run a ZOHO CRM for a mail-based support process. Currently the incoming requests go to a Gmail mail box. How can I set the CRM so that each incoming mail will automatically create a case?
Email lead to CRM
Is there a way leads received to Outlook from website downloads etc can be automatically sent to Zoho CRM? There are products like eGrabber etc but wondering if Zoho had something in built?
Contacts and emails being deleted
Zoho CRM records seem to be deleted on a routine basis, and I have not initiated the deletion. I had noticed this earlier a couple of times, and thought that it must have been a user error, maybe related to an Outlook sync. For instance I noticed that a contact that I had created no longer had an email attached that I know I had attached from Outlook. When I went to re-add the email from Outlook, I was given a message that this mail had already been uploaded to Zoho. I went ahead and readded
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