Simply is there a URL to open Zoho CRM and do a search by a URL parameter?
Our backend customer website would like to provide a link to quickly go to our Zoho CRM and do a search against all the modules. Its the same search as the top header allows in the application with the magnifying glass, but I want to provide the search term in a URL and just get the search results on the crm.zoho.com website. I dont want an api with XML or JSON back, I just want to open a new browser and do the search. I have looked around, but maybe just missing the obvious. Thanks.
CRM and Books Integration: Selling Items as a Bundle
Hi all, I wonder whether anyone here is using, or has used CRM when synced with Books? I'm interested in the capabilities of CRM's invoicing module, and would like to have a chat with someone really knowledgable. What I'd really like to be able to do is invoice a customer for an item called "Bundle A" which has a price of "£x". Bundle A includes several different items, and on the customer's invoice is "Bundle A", and a brief description of the service that they've bought. But "Bundle A" isn't a
Ring Central Integration
In today's cloud-based SAAS world, this functionality seems like it would be automatic. Why would we utilize a cloud CRM solution but then have to purchase an onsite PBX system? This needs to be escalated to high-priority status for development. http://www.ringcentral.com/
Export API data in CSV format
Hi, When I use the Zoho API, the output is in XML format. Is there a way I can get it as CSV format? Thanks.
Lead Aging custom field in "Days : Hrs : Min" format
I am trying to create a custom field that will calculate the aging of a lead. In our business speed to responding to a lead is critical so we measure it in terms of Days, Hours, Min. I created the following formula which accurately calculates the Lead Aging in decimal form: Datecomp(Now(),${Leads.Created Time})/1440 The problem is I need to convert the decimal form into Days, Hours, Min. (ie:3.5 = 3 Days 12 Hrs 0 Min) I am able to correctly calculate the Days by the following formula: Tostring(Floor(Datecomp(Now(),${Leads.Created
Skype
Skype recently terminated the functionality within their Click to Call which highlights the telephone number and thus allows the number to be dialed automatically within Skype. Sometimes it is possible to click on the telephone icon next the telephone number in Zoho which dials the number directly, other times it simply opens the dialogue box in Skype but doesn't add the number - not sure why that happens. Could you help provide us with a guide so that we can integrate Skype with Zoho CRM now that
Issue with seeing accessing ALL view of a creator form in CRM Plus
I recently purchased crm plus. The first two weeks. I could create a tab for a creator from. I could than view ALL views of that form beautifully. Then there was an API issue and you could not view any integrations. That has been corrected. HOWEVER, I currently CAN NOT view ALL the views of a form that has been integrated in crm plus from the crm. No matter what view is selected the same view appears. I have made several calls to tech support with NO feedback on when this might be fixed. This
Trying to export Parent Account Id in a csv file from an Account report
When I create a report of my Accounts - I ask for the following fields: Account Name Parent Account The .csv file that exports shows ACCOUNTID Account Name Parent Account ACCOUNTID I was hoping that one of the ACCOUNTID columns would be the Account ID of the Parent Account, but both ACCOUNTID's are of the Account Name. Is there another way to get the Parent Account ID - or do I just have to search by the "Name" and not the Id?
Zoho CRM and Zoho Books integration
I have integrated our Zoho CRM and Zoho Books account. I was able to view the Zoho Books module within Zoho CRM with no issues. I am the admin of both our Zoho CRM and Zoho Books accounts. However when one of my uses try to access the Zoho Books module within Zoho CRM they get the message Insufficient Privileges to perform this operation. Contact your Administrator. After checking, it seems like only with admin profiles in Zoho CRM can access the Zoho Books modules. I don't want to give admin profiles
CRM Pro - planned enhancements
It would be very helpful for me to get input from Zoho regarding planned improvement to CRM 2016. It would enable me to plan better in order to meet my specific needs. Take email as an example; Around the introduction of CRM 2016, I switched to IMAP from POP3. My reason was to resolve issues in POP3, such as email duplication. However with IMAP and CRM 2016 the functionality is very limited. Does Zoho plan to add a dedicated email tab with some added functions, such as email search? Thanks
months event view problem
slightly odd as we change from October to November in Monthly view for November we have days showing no appointments even though if we click on the day they show. They also show on the spill over in October. I have tried refreshing page. It is causing some problems Any ideas.
Emails sent from browser dont show up in my outlook
The emails i send from the crm browser don't show up in my outlook sent box. The emails I receive from clients and the emails i send FROM outlook show up in the browser. Where is the setting to get emails sent from zoho.com/crm in to my outlook SENT box? Thanks in advance.
How can I get "Product Details" products from Sales Orders by script?
I want to get by script the products that are written on Product Details at Sales Orders, but i don't know how... I mean something like this: sale = zoho.crm.getRecordById("SalesOrders","2143556000000143206"); products=map(); products.put("Products Name", sal.get("Products Name")); products.put("Unit Price", sal.get("Unit Price")); products.put("Quantity", sal.get("Quantity")); Any answer?? Thanks.
Reset feeds
Hi, Is it possible to reset all feeds I am following? I created a bad rule and now I'm following several leads outside my main interest. May you advice? thanks
Associate the linkedin account with Social Hub
Hi, I am an Enterprise Plan use and I cannot find any Linkedin Option in the Social Hub to associate the Linkedin ID of the Leads. I wonder if ZOHO CRM still support this function. If yes , please suggest where to find and how to do this. Thanks!
Problem with filter on activity view
Hello, On the former ZOHO version it was possible to filter the view with any visible columns even the column "description" With the new version even if we add the column "description " in the view it is impossible to make a filter because this added column does not appear on the drop down box list on the left side Is it a bugg???? Thanks for your answer
control panel troubleshoot
I have two email accounts blocked and I cannot see how i can unblock because when I go to control panel, there is no troubleshoot option. leotyndall@marketlend.com.au administrator@marketlend.com.au This is urgent please assist.
I WANT To execute a workflow rule
Hi, I'm working on a scenario in which I want to execute a workflow rule each week, actually I need to execute a script after each week. Is any way to execute this workflow for every week, Please. Any Response will be appreciated. thanks.
Email Analytics Report after Upgrade from Standard to Pro
I just upgraded from Standard to Pro to evaluate the Email Analytics and Top Ten Templates reports, but I'm not seeing any data. I assumed the data was in the database and the report could pull it, but will the Pro version not provide data for historical emails? only those I send going forward?
cannot read old email in crm
the arrow button to the right is not working in chrome. I tried both new and old versions of CRM. I cannot view back of previous emails more than 10 emails now. Please help
Error when adding an admin to my CRM. New Email address is registered to someone else.
Hi, I am super admin and have added a colleague as an admin to our crm. The problem is that when he logs in he gets to a page for registered email verification for a name that isn't his and an email address that isn't his. He's a new employee therefore has a completely new email address, but somehow, on Zoho, it is already registered to some one else. Please help - It's unproductive and driving us nuts! Thanks Pete
Creating projects with free trial
Is it possible to create projects with the Zoho CRM Professional free trial?? We like the software and are considering buying licenses however it won't let the admin create projects - since it won't let us create a portal. Hope someone can advise. thanks
Adding history for events
Hello - we're just beginning our Zoho CRM adventure, and so I'm importing lots of information (we're using the free version right now until I have everything into the system, and then we'll upgrade). We don't have an enormous data set (about 500 contacts; 200 or so accounts), and not a huge need - yet - for customization. We have a # of events in the past that we need to recreate the history for. I've imported all the contacts, set up an event, and added each person that attended each event as a
Unbounce Integration
I have associated my Zoho CRM account with my unbounce account, and when people submit the form on unbounce, that lead is then being passed to the 'leads' area of my CRM, however at this point they have been double qualified by my sales funnel and so I want them to be directly transferred to my 'contacts' - How can I make sure that all the leads that come in from unbounce are sent to contacts, and not to leads. Thanks, Tom
Better CRM Integration
I have a 5 user subscription to ZOHO+ which we purchased in search of a better project management software. I find that while many of ZOHO's tools are effective and feature rich, the CRM completely missed the boat with regards to gmail integration. My message to the engineering team is to have a look at https://www.fullcontact.com/. You guys should just buy this company and incorporate it's features into zoho.
Are you guys down?
Can't access CRM or https://status.zoho.com/ My internet is working fine and the forums seem to be working.
Mail, chat and messaging not working
I get error "unable to connect to messaging server"... what is the problem?
LinkedIn Integration
I get a consistent error message when I try to integrate LinkedIn and Zoho. Both Twitter and Facebook work fine but LinkedIn does not. I already tried some of the suggenstions form previous discussion and I still don't have a succesfull integration. Any ideas? Thanks
Industry List
does anyone know of any good industry lists that are freely available. thanks
Unable to create lead from my account
Hi I am trying to Add lead to my CRM but i can getting notification saying (Sorry,you have reached the maximum limit in your current edition). Regards Tauseef
Unable to create lead from my account
Hi i am trying to add lead from my Zoho Account but i get the following message(Sorry,you have reached the maximum limit in your current edition). we are using the free edition up to 3 user but recently we want to see the full functionality and we sign up for professional trail version which is expired now. But before that i was able to create, edit the lead and potentials. is there any want i can go back to normal and utilise ZOHO CRM.
Import records to custom module - need records to be viewable by everyone
As administrator, I imported records into a custom module. How do I make the records accessible by all users? I want all users to be able to see them, but only administrators will see all of the fields.
Marketing Automation
Hello! Do you have ZOHO planned integration with applications Marketing Automation ?. Perhaps with the new version of Zoho campaings? Something similar to Pardot. Thanks and regards
Other Outbound call programs besides Skype
I noticed that there is an option under the lead detail to place a call through Skype to that lead. It would be amazing if you could add a setting that lets you customize the program you wish to call out through. My company uses a program called Bria for BroadWorks, and there are several other VOIP programs out there that businesses may be using. Adding this functionality would make calling leads MUCH easier, it would be 1 click to call, using a program that the user sets up, instead of having to
Travel Agency CRM | Finally! All the Explainer Videos are Here
If you haven't heard from me over the last few weeks - it's because I was preparing the explainer videos for Travel Agency CRM. And finally it's live :) Click here to watch the topic that you like and request for a no-obligation test drive. Being a travel agency owner is hard. I know. It takes commitment and there’s no magic button. So how can you create a solid foundation for your travel agency? You Need a Tool that Helps You Stay Organized Over the last few years we invested disproportionate time
custom function in Products module unable to update "Quantity in Stock" field
Good day, My business scenario is that my Products are in three different warehouses. The warehouse employees will input the product quantity present in each warehouse. I would like Zoho to update the field "Quantity in Stock" with the sum of these three quantities. That way, all my mobile salespeople can see the total quantity available. And when they make a sale, Zoho will subtract the quantity sold from "Quantity in Stock", so we don't sell products we don't have. I created three custom fields
Mail attachment problem in the new interface
The attachment button does nothing in Hebrew version. If changing interface language to English it works (i.e. Opens sub-menu to select the attachment source).
field formatting
i want to create a field in leads that pulls the phone number from a contact record when that contact record is selected in a look up field within the lead.
Slow Email Send
Having found that we now have Email Insights to track sent email, I have been testing sending email from the CRM. But, I am finding it unusable as each send takes over 25 seconds from when I click Send. I have tried from both IE and Chrome. Can anyone tell me if this is expected behaviour?
Task reminders only being sent for a certain length of time
Hi, I set a repeat task reminder. The reminder only gets sent once and not repeat times. Any ideas why this is. I set the reminder to daily via email. Kind regards, - Stuart
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