Get Records with future closing date
Hi guys I am getting the list of Potentials using Zoho CRM api. The problem is that the list has a lot of records(>1000) and I do not want all of them since most of them are old and closed. I want to filter based on a field "Closing Date" in "yyyy-mm-dd" format, all records whose "Closing Date" is not passed meaning they are still active. I could only find filters with that date(Exp. &criteria=(Closing Date=yyyy-mm-dd) ) but not before/after that date. Below is the link I am using but does not
I would like to format an inventory template
I am creating a proposal pack which includes a mail merge from one module, email templates from another and an inventory template from the quote module. The inventory template is causing me issues as I want to manipulate the data from the quote into the same styling as the other pages. Is there away of extracting the data that comes from the products selection into my own format. I've tried everything, including replicating the field values that the current quote template shows. I would appreciate
Help with custom template
I am looking for some help with the design of custom templates. I am creating, via Zoho CRM a tender doc. This includes a mail merge template from the potentials module, an email template from a customised module and an inventory template from the quote module. Everything is working fine except the inventory template - I want to manipulate the presentation to match the other two templates but, I cannot extract the information other than having the table which looks like an invoice, in the middle.
Reassigning New Activities Tasks to Current View
Hello. Is there a way I can assign new tasks to a current view under Activites? What I'd like to do is have our sales people callback those they previously called but only got voicemail. The original activities were assigned from the leads view, but I don't think I'd be able to assign them new tasks again using the same criteria as the list will also include those they've also talked to. I'm not sure how I could isolate only those they called but got voicemail because they're all listed as done/completed
Getting unable to connect to messaging server
Getting this error today (9/5/2016). I didn't see an actual fix in the previous discussions. Could someone help?
Deleting tasks
How do I delete a task that is no longer relevant. It is not completed, it never happened.
Enquiry Stats not showing
Hi I've noticed that for campaigns sent out using Zoho Campaigns it does not give you the enquiry stats overview in the campaigns module of Zoho CRM. For campaigns not linked to Zoho Campaigns, you get a very helpful stats section that automatically gives you a total of how many enquiries and how much revenue are attributed to that campaign. This is very useful when I'm looking to report on the performance of my campaigns. However, if a campaign has been sent out using Zoho Campaigns, Zoho CRM only
Power Dialer for Zoho that works with iPhone
Does anyone of a power dialer that works for Zoho and iPhone. Hoping to use my iphone somehow has my phone whether at my desk or in my car on the road. If anyone has any suggestions that would be great. It's just me that would be using it. Not a big user system needed.
Automations based on 'Business Days'
The organisation to specify the 'Business Days" in the CRM settings (say for example Monday-Friday) And then the ability to create automations based on this. For example: Send a follow up email 3 Business Days after a quote has been sent. Any takers?
Custom Button Auto Fill on New Page
Hi, I have added two forms from my Zoho Creator account to Zoho CRM. The Creator reports have data that would be directly related to contacts in CRM. I want to create buttons for the contact View pages that would open the a link to one of the forms, and use the contact's email to populate the email search field on the report page when it opens. Would this be a possibility? And could you point me in the right direction? Thanks
Quotes attached to deals
If I create a quote from from the Deal view it is not listed in the view. It can only be found if you look at either the Quotes tab or by view the Account. Is this the expected behaviour? Is there anyway of viewing the quote in the Deal view? Thanks in advance
Frequency of sync, ZohoCRM and Reports
Hi, When setting up the sync between ZohoCRM and ZohoReports you only have the option to synchonise once per day. Is there anyway of increasing the frequency. Waiting 24 hours to get accurate reports is a long time, especially when preparing for planning meetings etc. Any other options?
API insert data from company partner
Hello I need to give a permission to our company parter which will provide us with new leads. I planned just to create user for them and than with specific permisisions so they can generate token for them and by using zoho api insert data related to leads. But I need to be sure that they can only insert data through api but not fetch data, so they provide their leads but can't touch our's leads. How can I do that in zoho crm?
Managing profiles gets easier with these enhancements!
The Profile Permissions page in Zoho CRM has been redesigned to give you a hassle free experience in managing user profiles. A major improvement is that the page is organized better by grouping permissions according to the order of modules and Setup categories in CRM. This enables you to find that specific permission you want easily. Besides better grouping, the enhancements include an instant auto-save feature as well as dependency in permissions. This post will give you an overview of the major
Pick list formula
Hello, I'm currently trying to build a simple formula, when I pick an option from a pick list menu, to link it with the corresponding price. An example would be I pick Hot Desk and it gives me price of 199. The formula looks like this: If(Contains(${Potentials and Members.Type}'Hot Desk'),'199',0). I was wondering if anyone can help me. Thank you very much.
ZOHO CRM keeps logging me out after 1-2 minutes
is anyone experiencing this? Using chrome and it started happening on 9/24/2016. i have turned off all extensions but it is still occurring.
display external data as a dashboard
Currently, I have sales target for all of my sales team in their own google sheets page (1 page per person). I would like to either have this data show up on the crm (visible only to them) or be able to pull it up via web tab(?) or ideally, show up as a dashboard. Is there a way to accomplish this?
How to set a company email through a contact list?
Halo, everybody, I've a contact view, but i need to send emails to theirs company's email address. I think best would be to visualize company email field in contact record (selecting linked company) Is there someone able to explain me how to? Thanks a lot Davide
Delivery Charges
Hi I am very surprised that there is no way of calculating or adding shipping into Zoho CRM Quote. It is an essential part of doing business when you supply a physical product. Work arounds and fixes that have been suggested fall a long way short of what is needed to provide an accurate and legal quote for our customers.
Level of confidence in Zoho CRM and Mail sync?
From our own experience in the past few weeks as we begin to use Zoho CRM and tried to use Mail to sync we lost faith in the integrity of the process. Perhaps that was just beginner user's error. What have you experienced? What's your level of confidence in the capacity?
Tags created keep disappearing/are deleted/removed within 24 hours
This is now twice in a row. I spent time creating tags, then assigning notes I created to them, then the next day all the tags I created are gone!!! Please fix this, this is extremely frustrating! Purpose(Why do I really want it? Why am I really doing this in the first place?) Purpose(Why do I really want it? Why am I really doing this in the first place?)
Toggle back to new interface
Hi I was in the new interface. pretty nice. Then I click on "Go to old Interface" or something like this. I am now unable to see the new interface again. Any clue?
Design Suggestions for New UI
I have been using Zoho for a couple of months now, and I enjoy the functionality and helpful support team. I do however have a few issues with the design and thought this may be the best place to voice it. Here goes; Grey Section Below Business Card On a lap top, this grey section takes up most of the screen space when there are multiple contacts on that record, because the contacts are placed on separate lines which extend the height of the section. I really do not need my contacts shown there,
Tracking Emails Sent to Leads from CRM
I have just recently started sending emails to leads through CRM, using templates I've created. I've reviewed the notifications about opened/clicked information, but would like a way to sort my leads based on emails sent - this would allow me to assign mass tasks for follow up purposes. Right now, I can see that Email Status is a filter option under Leads, but I just want to see whether an email was sent, not necessarily whether it was also opened/clicked. Thank you, Leslie
Replace the 1x1 pixel tracking image in emails in Zoho CRM
Hi Zoho Team, Is there a way to replace this small image used to track emails with e.g. our company logo? Currently, when the customer receives the email and clicks on "Open images" he/she doesn't get anything except the 1x1 pixel image and will probably quickly realize that it is there for email tracking. So is it possible to replace this image with anything else that the customer can find useful / nice and the customer doesn't get that this was all for track her/him opening the email? Thanks! Robert
Goggle apps
Before there was a plugin to sync contacts to zoho Goggle apps. On the market place, I see 2 plugin. -Goggle Apps for zoho crm ==> does not work (Unable to process your request. Click here to go back.) - Goggle Apps Sync ==> works but only in one direction Is it still possible to sync the contacts from Zoho to goggle? Regards, David.
New version of Zoho
Hi, How can I come back tpo the previous version of Zoho? I don`t want to use the new one. Please help me.Thanks.
Feeds Notifications
I am not sure if I am missing something. I understand a notification is given when you follow the lead, or own it, but I get notifications for leads that are not under my ownership. If there are other notifications regarding leads, what else is there?
'Notes' added to Account | alert email to tagged team member
There has been a change to the format of the alert email delivered to a team member who is tagged in a Note. Previously, if the Title field was completed, this rendered in the alert email. Currently it does not. ================================================================== Separately, is it possible to edit the Subject field of the alert email to read other than " ..... mentioned you in a Comment on .... " ? Thank you
No more search results in new UI?
In the old UI when I pressed "back" after a search, it displayed the search results again. The new UI does not do that. It goes back to wherever I searched from, completely skipping the search results. What if I need to go into multiple records from the search? You removed usability!! Now I need to keep performing the same search to look at multiple records? Please put back in.
tracking of deals stage changes
Hi, I am new to Zoho and trying to create some reports to manage the performance of my team regionally. I would like to have by country (one of the field from our deal pipe): # of brand by stage : this one I manage to do it # change of stage during last week (to calculate a kind of weekly conversion rate for each stage): I don't manage to find this information. Where should I look? The avg value of some of my field (such as expected revenues): I don't manage to aggregate by country just get a list
Changes to sales order
Is it possible to change the wording on the sales order for "Adjustments"
Mass delete 60000+ Account/contacts.?
I asked ZOHO for mass delete 60.000 contact/accounts, and they replied some days ago,that ZOHO will do it for me. They asked for the CIDs and login/passw ,which I have them some 5 days ago.... and then SILENCE. I am paid User Ultimate version. Mass delete on the normal way, is not covering ALL the Contacts/accounts and for small number only. Let me know, so I can proceed with Fresh Imports. Thanks,William
Dropbox/Box integration
Any plans to add Dropbox/Box integration? We currently use Box for file storage/sharing. Would be nice to be able to "attach" proposals to Potentials. Any way to do this currently with API's or something?
If formula to populate field with another field's value
I have the following fields in one of my queues/tabs Claimed - currency field Claim Pending - currency field Credit Memo - single line field I'd like to write the following formula. If Credit Memo field is EMPTY than Claim Pending = Claimed If Credit Memo field is NOT EMPTY than Claim Pending = Zero I would appreciate any help you could provide. If it's helpful the name of the queue/tab is Service Request. Thank you, Molly
Date for Hard Cutover to New CRM UI
Hi Zoho, What date will you force everyone to the new 2016 UI? Thanks, Dennis
Pushing emails into ZOHO
Am I able to push emails directly into ZOHO with a free edition? I manage a project for which I have to monitor all incoming emails and I would like my support email address to be linked to my ZOHO. How can I do this?
Mapping the Date Time field
How should the date time look in my spreadsheet to ensure it gets mapped across in my import? Should it be both date and time in the same cell or should they be in separate cells in my spreadsheet?
Leads
I am proposing a change in the LEADS module of Zoho CRM. My company uses the LEADS module for potential, future Prospects & I'd like to file the Lead using the Company Name rather than the Lead Name. When dealing with other businesses, it seems backwards, that we have to refer to a Lead by an individual's fist & last name, rather than their actual company and business name. I am proposing the ability to have a Company name as well as a Lead Name, but have the ability to have the Company Name be
LOST ADMIN ACCOUNT
I lost the password to admin account of kahiga(at)deepseasstudios(dot)co(dot)ke which is the admin account. The account has no alias email and when i try to reset password, it send the reset link to the email above, which again i cannot access leaving me stuck in a loop. I have sent 2 emails to support(at)zohocrm(dot)com with no reply. Please help Regards, Kevin Nderitu
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