Mini-Calendar Disappeared! Please bring it back with an option to turn off.
Dear Zoho, We use Zoho CRM to manage our appointment setting with our clients. As such we spend most of the day in and out of the calendar. Today, the mini-calendar disappeared. I called techincal support and was informed that some users complained that the front page was too busy. I agree that this is a valid concern. However, please be mindful that your userbase is not monolithic and different organizations use your software in disparate ways. Please bring back the mini-calendar and instead
CRM calendar is 1 day behind
Hi. My calendar is 1 day behind. I've tried all the settings i could find and checked all the time zones are correct but it's still a day behind. How can I fix this?
Pipeline report with contact name and account name
I can't seem to find a report and or configure a Pipeline report that gives me both the Account name and the Contact name and info. Please advise
Deletion of my account
Dear Peter(Zoho support) I would like to delete this account.Please help me urgently.I couldnt figure out how to do so Regards Karen karenkenneth
Why does CRM freeze all of the time?
single user, plenty of RAM, etc. I start to flow and check the records and then it locks up and kicks me out to reenter to come back in. this is no fun.
Can we use campaign for customer and audience?
Here's the case, I'm running a business like a online advertisement I have two type of customer. one is my audience and customer who I can make money from. Can I use campaign for both of them. Thanks Oudom
contacts to cases custom field fill
So I notice that when I'm on a contact record, and scroll down to "cases" and click "New", that the Email field in the New Case automatically populates with the email field from the Contacts module. This excited me, as there are key bits of information in the Contacts module (I've renamed it Services) that I would like to autofill into the case every time to prevent the agony of retyping (and because I'm programming the first automatic email sent when a case is opened to include this information).
Custom HTML in CRM Tabs
I want to put some custom HTML in a tab in CRM. In an IFRAME maybe? Have one that displays a leads webpage, maybe brings back and sorts facebook info. Is this possible?
Including Won potentials in reports?
Hi, it looks like all the reports available (for example pipeline by stage and pipeline by probability) don't include potentials that have been won while I believe they really should. Unless there is a way and I haven't found it. Thanks in advance Marco
CRM Invoice App needs to be completed
Tracking a sales transaction from Quote to PO to Sales Order to Invoice is a critical element of every business. Please finish the CRM Invoice application. It needs to have more options for service companies as it handles inventory and per hour rates. It needs to have Paypal and other epayment options integrated right away. My clients need this to be completed, and I need it to be completed. I hope you will make it a priority. Scott Kaye Streamside CRM Scott@StreamsideCRM.com A ZOHO PARTNER Streamside
cannot view contacts or accounts
good morning, when going into contacts and accounts no details are shown on the screen? is there a problem? this is urgent as i connot access contact details Many thanks Rob
Zoho crm did not allow modify contact name anymore
Since last Friday happening Very needed to update wrong contact details
Please allow workflow rules for Activities
When I create a certain type of event related to a client or account, I would like to be able to sent out alerts to upper management. Yet, an Activity can not be used to trigger work flow rules. WHY???? Let everything trigger work flow rules!
An interesting situation that requires suggestions/ solutions
Suppose I am working in a real estate development company, and I have enquiries which I treat as "potentials" in the CRM. Now, I want to take 10 customers together for a site visit on a Sunday, my question is how do I make an activity as "site visit" and record it for all the ten potentials without repeating the process 10 times? CRM should have a facility where I "Create" an activity and it should prompt me to select the participating "Potentials". Is such feature available or is there any other
Error Message: "Error while initializing the logfile" Any ideas
Greetings, Can anyone help. I paid for the Outlook Plugin, so I can be easily syncing my contacts and emails from Outlook & Zoho CRM easily. Unfortuntaely I have had problem loading the plugin. When I first installed it, and tried to log in, it kept showing the following error message "Error while initializing the logfile", even though the password and username are correct. I uninstalled the plugin, but it did something weird to my PC as I was unable to reboot. I then did a clean sweep and a System
Difference between "campaign source" and "lead source"
Question: What is the difference between "campaign source" and "lead source" fields? I would like to make sure we are using things in the most efficient way, - Brian
SSL Error - can't get to Knowledge Base?!?
Am a new user and trying to figure out the basics. I need to convert my account to a company account, add a second user and change my title. When I search for help on these topics, some of the links go to the Zoho knowledge base, but both Chrome and Firefox deliver SSL errors (see below) warning not to access these pages. Can someone tell me when/if this will be fixed? Thanks. Chrome: You attempted to reach kbase.crm.zoho.com, but instead you actually reached a server identifying itself as *.zoho.com.
Windows Live Mail Support
We currently have Outlook 2007 but we want to switch everything over to Windows Live Mail and wanted to see if there was Zoho Integration for that too.
Phone Numbers dont show in potentials?
Hi, is there any way to map the Phone and mobile fields from leads & contacts to the potentials Fields "Phone & Mobile"? I have checked in the Leads setup - Map Fields but although there is an option to map the fields the drop down box doesn't contain the field i am after, Please help. Thanks Mark
Delayed workflow field update
I'm wondering if anyone using workflow field updates, would find value by having the field update delayed by x number of days? So for example, I would like to have the lead status field updated from "trial activated" to "trial deactivated", however, not to action this for 7 days, from point of record creation. The workflow tasks allow you to create by trigger date + x amount of days. Alternatively, if you could delay a workflow rule + x days, before actioning rule, then I guess this would work
PHP Insert Lead Code
Anybody willing to share some php code for inserting a lead via the CRM api? I've been thru all of the code on the forum plus the wiki and can't find something that works. Thanks in advance...
insert Records stops working suddenly - PHP - help please
Well, all this code worked last week and all of a sudden it doesn't work at all anymore. I get a error 4500 (general error) which doesn't help me much. here's the code: $url = "http://crm.zoho.com/crm/private/xml/Leads/insertRecords?loginName=rene@bench-mark.ca&newFormat=1&apikey=".$apiKey."&ticket=".$ticket; $xml = '<?xml version="1.0" encoding="UTF-8" ?><Leads>' .'<row no="1">'; foreach($data as $k => $v){ if ($v != "") { $v = str_replace("&",
Cardscan & Outlook Plug-in
Does anyone else use Cardscan to scan their cards into Outlook? I have been having trouble when I try to sync Cardscan to Outlook, then also sync Zoho CRM Outlook plugin. For some reason, it appears that having both of these programs sync with Outlook causes them to conflict. If I sync with Cardscan, then the Zoho Plugin thinks that many of the contacts have been updated when indeed they have not. Is there a remedy for this? Anyone else experience this? Thanks.
GET response 2900 error code
I'm testing the API and I get a reponse back of 2900 - 'Invalid column name "data"specified'. What does this error mean? I haven't specified any "data" column in the JSON request.
XML Schema Definitions or DTD
Hi All, Does anyone have the XML Schema Definitions or DTDs for all the CRM Entities? (Accounts, Invoices, Quotes, etc). The reason I ask is because I need to check whether the XML formats that the Zoho CRM API produce change or not (in order to adapt an ETL process that extracts that information). Several times I've had to make changes because the formats keep changing (sometimes with advance notice and sometimes not). But usually I find out after several days or weeks after the fact and I have
Template editing question
I am attempting to utilize the default "Sales Order" template to create a packing list template. Is there a way to edit the "Product Details" section in this template? Currently it displays: Product Name - Product Code - Qty - List Price - Total I would like to display: Product Name - Product Code - Qty Ordered - Qty Backordered - Qty Shipped Is it possible to edit this area? Or is there a better solution? Any help is very much appreciated.
How to segment contacts?
I'm new to zoho. I'm loading all my contacts and trying to figure out how to segment them for marketing contact purposes. for example, of all the contacts, I'd like 20% to be a referral group and send them emails monthly. My process doesn't fit well with how zoho segments. suggestions?
Problem in inserting record in zoho PHP
Hi I am stuck in inserting leads on zoho via xml. http://crm.zoho.com/crm/private/xml/Leads/insertRecords?newFormat=1&apikey=MYAPIKEY&ticket=MYTICKET&xmlData='Zoho CorpSteveScottsaranji@testing.comTrade Show' It is giving me error no 4835(Inconsistent value, Unable to parse the XML data) in response. Can you please guide me through this problem. Here is my code: $finalxml = "Zoho CorpSteveScottsaranji@testing.comTrade Show"; $file = fopen("http://crm.zoho.com/crm/private/xml/Leads/insertRecords?newFormat=1&apikey=".$zoho_apikey."&ticket=".$zoho_ticket."&xmlData=".$finalxml,
Skype..
Acouple weeks ago I reported that Skype was not placing my Country Code in front of phone numbers when clicking on the number from within the CRM. I am in the US and it SHOULD be placing a "+1" in front of US numbers but it is not. As a result when I call a number in the 630 Area Code Skype thinks I am dialing the Philippines. I was told last week it would be corrected during an update this week but the problem persists. Any word on when this Glitch will be fixed? Pete DePalma
Skype
When I attempt to click on a phone number using Skype, it isn't putting the +1 in front of the number so all calls are being attempted by skype as international call. In other words a call to the 636 area code in the US is causing Skype to think I am calling the Philippines. When I mouse over the number and look at the bottom left hand side of my browser I can see the +1 is NOT included in the tag. Pete DePalma
waiting weeks for customer service
Just wondering, has anybody ever received a response from email customer support? Have sent two so far. Hope they dont try to upsell me on anything if I ever do hear back. Reassurance that this is not a mistake welcome.
Tasks view linked to Jobs - what do you do?
When you create a task - manually or via automated workflow - that is linked to an opportunity/job, the views do not show the underlying account. Therefore, management has a difficult time truly understanding what is being worked on. The reason for this deficiency is because the RELATED TO field is linked to the job, not the account. Currently, the only options are: create tasks linked to accounts - which seems to defeat the purpose of CRM concepts. OR, manually update each task - this asks a lot
emailing contact data
Question - how can make a template email (with lead merge fields), but rather than sending the email to the lead, have it sent to another contact? Thanks, Brian http://www.redpelicanmusic.com
Closed Jobs in Account View
Hopefully I am missing this option: Is there a way to move "closed" jobs in account view out of the Jobs section? It should be similar to how open tasks get moved to closed tasks section.
Search for leads with attachments
Hi, I am trying to find a way to search for the leads with attachments ie I am at my cap for the free service and want to remove some of the old attachments so I can add new ones. Thanks
Activity History
I logged a call on a invoice and it does not show on the master account activities. All history should be tied back to the master account otherwise I would have to look all over the system to see Account notes. Please advise.
print button in invoice & quote templates
Hi. Just thought it would be nice to be able to generate pdf invoices & quotes that are sent to clients which would have a print button making it simple and obvious to print. Is it possible? Tried to use javascript for this but it won't work at all in PDF as i suspected but not even in previews.
Can't access Zoho CRM today
I have been unable to access Zoho today and constantly get the message 'The server at crm.zoho.com is taking too long to respond.' Our workforce is widely spread and we rely heavily on Zoho CRM throughout our working day. Please can you advise when we will be able to regain access? Thanks, Cathy
Using tasks with Zoho Mail
Does anyone know how to set up tasks so that one or possibly more emails are sent automatically using Zoho mail? I know you can set the tasks up to remind you, but could you use them to send emails? Will
CRM w/Google Apps/Google Mail
Hello, I set up Zoho CRM for Google Apps and configured for Google Mail. Emails sent/received with my Google Mail account to/from a contact in associated with and "Account" have synchronized fine. When work with "Leads", it has been hit or miss. Some emails to/from "Lead" contacts are synchronizing and some aren't. Any ideas? Thanks, - John
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