Associating Alerts with workflow rules
How do you associate an alert with a workflow rule? I trying to do it with "contacts" and do not see how to set up the association so that when the workflow rule is triggered, the alert gets sent. Thanks.
Reasons for Loss
Hi, After marking a potential as Closed. Lost, is there any way I can enter the reason for Loss - price, etc., in a manner so that I can subsequently create a report to look at loss analysis (rather than just add the reason in a Note). Regards Vikram
ZOHO CRM GUI (GRAPHICAL USER INTERFACE) AND NATIVE APP FOR IPHONE : SUGGESTIONS AND REQUESTS, COMPARED TO HIGHRISE
(This message has also be posted in the conversation with the general topic "iPhone App ?" in Zoho Mobile forum and also in Zoho CRM Forum -- feel free to respond or comment here or there, thank you) Hi dear Zoho team, I would like to suggest some important features related to the GUI of ZOHO CRM in General, and some features related more specifically to the features that any native Zoho CRM app for iPhone should have. Let's start with the last of these two topics, Zoho for iphone App : - we still
How To Parse Ticket API Response (PHP)? NO EXAMPLES!
I've found no examples of responses for any of the API Calls in Zoho CRM. I had to trial and error, get the data, then figure out what format it's in to be able to parse the results. This doesn't seem like something that would be difficult to add to the documentation and it would be an extremely helpful piece of data. I have figured out how to parse all errors and return messages except for the Ticket response. I can output the response and look at it but I can't use it with any functions like
insert lead API returns 4832 error code
Im trying to send: http://crm.zoho.com/crm/private/xml/Leads/insertRecords?loginName=email@company.com&apikey=XXXXX&xmlData=<Leads><row no="1"><fieldlabel value="Lead Source">Web Download</fieldlabel><fieldlabel value="First Name">contacto 1</fieldlabel><fieldlabel value="Last Name">apellido</fieldlabel><fieldlabel value="Email">testing@testing.com</fieldlabel><fieldlabel value="Title">Manager</fieldlabel><fieldlabel value="Phone">1234567890</fieldlabel><fieldlabel value="Home Phone">0987654321</fieldlabel><fieldlabel
Urgent API Issue - Login Name IS required to complete your request
I got an email that I'm still using login name/ticket from Gopal and I need to update it before tomorrow or else it won't work. Well, I procrastinated because the change isn't that big and I thought I had already updated everything last year for the new API. Anyway, I'm doing an insert record and my previous URL was: http://crm.zoho.com/crm/private/xml/Leads/insertRecords?xmlData=XMLDATA&loginName=LOGINNAME&apikey=APIKEY&apiticket=APITICKET&newFormat=1 With the request to only have it as APIKEY &
Case Related To Field
Hello, I am writing code to insert new entries in Zoho CRM Cases module, code works fine and the case gets created with no problems, the only problem I have is that the "Related To" field don't get populated. Please help. Thanks.
About zoho creator and its integration with zoho crm
Is it possible to create applications with ZOHO creator that integrate with zoho CRM ? and is this integration deep ?
How to display product name(rathan than product details- empty) in customize invoice view
Hi there, I am working on customization of Invoice view. In the selections, there is only category called 'Product Details', however, if I select this, it's empty when displaying it in the Invoice view. The data I want is the product name. Is there a way to add product name to the selection list in customize view? I found this issue in other places as well. Thanks.
How can I create a "Calculated Field" in CRM?
In order to calculate "Profit" analysis; I need to add a calculated field to the "Potential". What I had done is I had added a % field called Profitability(%). Then I need : a) Either a calculated field which multiplies "Expected Revenue" with "Profitability(%)" or b) A report field that will be able to calculate this. Any suggestions? Regards, Haluk
Is there a way to change the sender name for automatically generated ZOHO system emails?
Hi, Is there a way to customize the name of the automatically generated emails I get from Zoho for reminders to do tasks? Right now these emails arrive in my inbox with the seemingly unimportant and totally vague sounding name of: "systemgenerated." I use Gmail and I tried to see if there was something within Gmail I could do (add as contact, etc.) but nothing. So I am trying to see from the Zoho side if there is anything I can do. I am worried I will overlook these if I dont change the name! Thanks!
how do i set charset to utf-8 for updating my existing record
I am trying set charset to utf-8 for updating my existing record -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- String url = "http://crm.zoho.com/crm/private/xml/Leads/updateRecords"; String ticket = "1af318cc96ecd9c1527434d455380a61"; String details = "<Leads>" + "<row no=\"1\">" + "<FL value=\"Company\">पकी कंपनी का ना</FL>" +
Probelm creating a Custom Field with the same name, but a different type
Hi, I originally had a custom field named "Property Value" with a CURRENCY type. I deleted that field and made a new one, with the same name, and made it a TEXT type. However, when I try to make a new lead and type in that value, it still only accepts currency values. It does not treat it as text, yet that is what it is defined as in the "List of Fields" area under account setup. Do I have to use a new custom field name? Is there a lag time for the custom field to be updated? This seems like a bug
Synchronize Events with google calendar
This code allows you to sync all zoho events with a google calendar http://code.google.com/p/sync-zoho-google/
Suggestion for Zoho CRM Users who want Blackberry access
I sort of stumbled on this by accident so I thought I would share it with everyone. It is not perfect, but it dramatically improves Blackberry access to Zoho CRM. ZOHO - This work-around does NOT get you off the hook for developing a Blackberry app that allows me to log calls from my phone The Solution is actually deceptively simple - DON'T USE THE BLACKBERRY BROWSER. I found that Opera has a free mobile browser (Opera Mini) that works with all Zoho Mobile apps. To download the Opera Mini browser
Fetch single records form one form to another
Dear all, I have searched everywhere but I cannot seem to find the answer! I have created two databases/applications Database 1 is a contact database of our members. Database 2 is filled with different membership fees (membership code), it has 2 columns, one with membership fees codes and the second column with the associate fee amount. I made a lookup field for the membership fees in database one. Here I can pick (picklist) the appropriate membership code for a specific contact. What I then want
Getting "Special characters are not allowed" error when trying to change Lead Status field name.
Hi All, I'm trying to change and add some fields in the Zoho CRM Lead Status list. But every change I try to make - when I save it, tells me "Special characters are not allowed" even though I don't use any special characters." Help! Thanks.
Custom Layout Problems - view different for different users
I have worked on custom fields and custom layout under the potentials module (and renamed it to Projects). Everything was going well until I went to show my boss what I had done. He logged into his account on Zoho CRM and the layout was completely different and was still named 'Potentials' (even though the actual tab says Projects). So I now feel really embarrassed, I have spent the best part of 6 hours making a completely customized 'Projects' module with formulas and cost allocations blah blah
How do i create a reminder? + How do I make notes of contact?
Newbie question: how do I create a reminder? I create a lead I need to contact them in 6 weeks How do I create a reminder? And, let's say I have spoken to a lead I want to make notes of the communication I've had with the lead Where do I do this? Do I put in the notes section?? Thanks Omar
Microsoft CRM integrating with Service Desk Plus
High team, can SDP integrate with Ms CRM. I had this presentation and the client already had a CRM running, the client was interested with the SDP and wanted to know if integration was possible.
add products to all accounts
Hi there, I am new to Zoho CRM, currently I have set up six products and I imported my customers(more than 200). In order to view my customers purchased order, I need to add all products to each individual customer(account). Is there a quick way to add all products to all accounts(customer)? I cannot find this. Thanks in advance.
Edit field pick list - Cannot save list "Special Characters not Allowed" error message
I had a list of entries in a drop down list as follows: Press: Newspaper A Press: Newspaper B Web: Site A Web: Site B I wish to add new entries to the list that would appear in the drop down. Since the latest CRM upgrade recently I can neither add new entries or even save the existing entries without the error "Special Characters not Allowed" being displayed. I have removed the : and / characters that I had in some of the entries and was able to save the current list once with out adding new entries.
Address changes
When I change the Account address is there any way to auto populate the contacts address with the updated info this is becoming a problem when you have a bunch of contacts belonging to one account an option to change contact address or not would do the trick
Is it possible to connect CRM API from Creator Deluge script?
I tried to access to http://crm.zoho.com/crm/private/xml/Leads/getMyRecords using Creator's getUrl function. But there are no response. Is it possible to get informations from Creator Deluge script via CRM API?
from act database to zoho
How do you convert act database into csv form. other than Jv technical. later migrate csv to zoho. need help on this.
Autoresponder for quotes sent out
Is it possible to set up auto responders for the contacts that have quotes? We would like to start a drip campaign for all quotes that go out, triggered from the day the quote goes out, then start the drip campaign from there. I wouldn't want to have to create a start date, just a workflow task that says, after quote goes out (or quote e-mail goes out) a drip follow up campaign starts automatically. I'd also like to go back 60 days and run the drip campaign on all contacts that have quotes (right
Can I manually add received email to a manually created lead
Is there anyway to attach an email to a lead manually? The add to CRM command only creates a contact based on the "From" Address. I am trying to add an email to a Lead I created based on the "To" address in the email.?
Inserting image to email template
Hi, I can't seem to get email templates working with inserted images. I've tried a couple of examples posted in other posts, but no luck. I'm using Setup > Templates > Email Templates I create a new template I insert the HTML code to link to an image on my web site, as well as some other HTML formatting and text. When I create a new email using this template, all of the HTML except the image works. It shows an empty icon instead of the image on my web site. I send the email and i receive the same
Add to CRM - Contact to lead
Hello folks, I get lots of unsolicited emails from people interested in our services. I've set up the email add-on, and it works great, although a lot of the emails I receive should be "added to CRM" as leads, and not as contacts. Is this possible? With thanks ...
CRM calendar problem
Hi, I have a pro crm account with 4 users, and would like to have a calendar where the crm calendar would show up entirely. However i can only get to display the events i am responsible and not those created by any of the other users in the crm account. That is... i cannot view the whole crm calendar in my zoho calendar page, not even with sharing all users. Is there a workaround?
Running reports with Parent Account gives an error
I have been creating a simply report with just two criteria, Parent Account is/contains {name}, and Status is New.When I try to run this report I get an error screen telling me to inform Zoho. I did probably 5 or 6 times and this problem still has not been fixed. What is going on here? This is a crucial report for me and zoho is unreliable. Please fix this problem or show me a workaround solution. I want to generate a report that shows me all new cases with specific parent accounts, and right now
No Response - Potentials Available Field List
There has been no response from Zoho to the following post made 4/14. Please provide an update. _________________________________________________________ I am trying to change the selected field list in Potentials. I can remove a field from the Selected Field list but it will not allow me to move a filed from the Available Field List to the Selected Field List. I have seen some other postings on this issue but not a solution. Please advise.
How can I get employees to use ZOHO CRM? - (The hardest thing to implement in CRM)
I recently joined a property management company and I see the value of using ZOHO CRM because at any time we have over 100 open cases. I have been using ZOHO CRM and it has been working better then the old case management system, which is writing messages down on yellow stickeys or phone memo notes. The president see's some of the value of ZOHO CRM and so do the other employees, but whenever they get a call or issue, they give it to me to log in to the CRM. Clearly data entry is taking away from
CRM date error, working on the next business day.
Hi, I got a new laptop on the weekend and that is the only thing I have changed. What I am getting is a day error on the CRM calendar where it is showing it to be tomorrow compared to my computer day (and reality!). This is messing up when Email is going out as I have had clients tell me that they just received my response to an urgent message even though it is date and timestamped as yesterday. It could also be affecting workflow activity as I have rules set up to Email my office admin when
Error when sending request to zoho
Hi, Some where in my application there is need to update the Leads record with some data for some specific fields. It is working fine when the data is small/ not too bulky. When there is huge data for a field in the leads record, when my application sends request to zoho for update, i am getting this error "The underlying connection was closed: The connection was closed unexpectedly.". I am not sure why it is happening. Can any body suggest a solution on this issue? Thanks
Web-To-Lead Form - Cannot get it to work?
Hello, http://jobsxs.com/whitepaper1.html Above is the link where I have embedded the Web-To-Lead Form. I need help with two issues here: 1) I have specified the return URL as http://www.jobsxs.com, but it keeps going to http://www.manageengine.com/. 2) Entries made in the Web-To-Lead Form does not update Zoho CRM. I am not much of a techie, so it is possible that I may have done something incorrectly here. Please let me know if I have done something incorrect. I need to sort this out quickly because
Web Tab - ZOHO Sheet
How do I give a ZOHO sheet the ability to be edited in CRM web tabs. Am I missing something?
Help Needed - Dynamic Updates of Customer Information for Contacts and Potentials
FUNCTIONALITY NEEDED - Our accounting team enters information about credit status on account records. We want that information to then be automatically shown on all contacts for that account as well as all other Zoho records for that account (Potentials, cases, etc.) The purpose of this function is so that if an account is placed on Credit Hold, a Shipping hold or taken off Credit or Shipping Hold that information is automatically updated on every record that is related to that account. Any suggestions
Product Photos
I need to preview product photos in the CRM system instead of downloading the attachments every time. Is this possible?
Can I make a chosen CRMN detail appear in a form?
hI, Is it possible to creat a zoho form that reads a certain piece of information in zoho crm? I'm trying to build an agreement in creator that a client would sign online. I want the chosen price and other information to be taken from the crm. Is this possible or do I need a developer to code something? Thanks Ed
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