generate quotes and a comparison report then email all
Hi. Not sure how useful this would be to most but i thought i'd put it out there. I'm trying to find a way to send several quotes to my customers in one email. So far th ebest i can do is to send them one email for every quote i generate. When we quote we often give our customers more than just one or two options. Our service can be utilized in a number of ways depending on th ecustomers preference so it would be handy to be able to offer them the ability to compare all options generated through
Ecwid Shopping Cart integration with Zoho CRM
We are trying to integrate our Ecwid shopping cart with Zoho CRM. We want to create a new CRM record for each order. I have contacted Ecwid about scripting on their end. However, if there is no solution there, how would you use their framework within Zoho to accept an Instant Order Notification and then automatically fetch the Order information and create a new record from the fetched data? Here is the API information from Ecwid if it helps: http://api.ecwid.com/#get-order-details .
Search records and Update Record
Update is working great!, but can seem to get the data searched and provide relevant data? Ive tried useing the input. way as you can see with my arguments. im just not sure whats missing here. Keep in mind the APN is a field that is a lookup value from another module so i know its there! what did i miss guys? void Untitled_Function23 ( string APN , int callsheetid , string siteaddress1 ) Edit Arguments apnnum = input.APN.toString() ; apnresp = zoho.crm.searchRecordsByPDC( "CustomModule3" , "apn_d" ,
Navigation Suggestions
I think it would be invaluable to have the top section of each screen (Navigation Bar and at the minimum the name of the record, e.g. Potential Name) remain visible no matter where you are in that record, similar to FREEZE PANES/FREEZE ROW in Excel. I recognize that the Potential name is at the bottom of each note, but it would be quicker and easier to identify when several different tabs are open. Additionally for NOTES, it would be helpful if the ADD NOTE, EDIT, & DELETE options appeared at the
Auto-Increased Account Number
I wonder if you can have a kind of self Account Number auto-increased to serve as a handle for such a user is assigned the account from 500 to 1000.
CRM - Customer Profile - Adding Attachments
Hi, I have been a customer of Zoho for 6 months now and LOVE IT. A month ago i started having issues with the CRM. i use to be able to add attachments to my customer profiles "leads" i was uploading Excels, PDFs, Word Docs and pics. all of a sudden this has now Stopped. Is this a bug the team are aware of ? anyone else having this issue ? Many Thanks, Ross - Eco Advice Team LTD
Mail merge
How do I do a mail merge? NOthing I do works.
Report to include leads & potentail lead source
Hi There, I do not seem to be able to create a report which includes lead source for leads, accounts and potentials, I only seem to be able to include either lead or potential? Any help appreciated. Regards Steve
Deduplicate Option - Professional Subscription
Hello, I am using the Professional Subscricption for Zoho CRM. I need to run the De-Duplicate Tool, but I do not find it in the Lead Module under the Tools menu. Where should I look? FYI - I am CEO, Administrator for our account. Thank you. Saleemah
How i can link two account fields?
If I have 2 fields(Sector and Industry) is posible if I choose Industry 1, that in the Sector picklist only appear a few Sector (not all) that i configure?
Synchronizing Google apps with Zoho CRM
I am trying to sync google apps with Zoho CRM and I am following the step by step guide provided by zoho. Once I reach step 4. In Zoho CRM, click Setup > Apps & Add-ons > Google Apps > Email . I am unable to find google apps in the apps and add-ons tab. Do I need a paid version to do this?
Users
As the administrator how can I look at a certain users leads and see activity related to particular leads and contacts?
Pushing records from 3rd Party to Zoho CRM
Could someone please provide me an example of how to post leads from a 3rd party to ZohoCRM via XML post? I am using the following and getting an error (shown at bottom). Post URL: https://crm.zoho.com/crm/private/xml/Leads/insertRecords?authtoken=AUTHORIZATIONTOKENGOESHERE&scope=crmapi Post Headers: xml version="1.0" encoding="utf-8 XML: <Leads> <row no="1"> <FL val="First Name">#first_name#</FL> <FL val="Last Name">#last_name#</FL> <FL val="Email">#email_address#</FL> </row> </Leads> Error:
how can I change the email to an account?
I need to change the account to another user. We want to change the e'mail user
Date format
Hi, I believe it would be great if you let the user chose the date format (gg/mm/yyyy, mm/gg/yyyy, mm/gg/yy or gg/mm/yy). In Europe the most used format is gg/mm/yyyy and it's difficult read the date in the mm/gg/yyyy format. Thank you very much, Giordano. Giordano Brachini
Requiring Sales Personnel to step through every stage
I would like to force our sales personnel to step through every stage in order. Ideally, they would not be able to select the next stage unless they had gone through the previous stages. without this functionality, it is very difficult to capture a true statistical picture using Stage History as a basis. Any ideas??
How to cancel a demo
Well i bought a professional edition, and for mistake i started the enterprise demo for 15 days, but im already configuring the crm to be used in the company the next week, and i cant identify wich funtions doesnt are available at professional edition. So i need to stop the enterpise demo. Wht can i do?
Invalid ticket ID
When I am hitting API with AuthToken there ia error of "Invalid ticket ID" https://crm.zoho.com/crm/private/json/Leads/getMyRecords
changing a tab name
dears at Zoho, please let me know, how can i change a tab in an account into something i need. ex. change annual revenue into partner name regards Moe
DO YOU HAVE SUPPORT IN SPANISH??
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Associate one bid/opportunity with multiple accounts
We work with building/construction contractors. Our scenario involves sending out a bid for a particular job to multiple general contractors who are all bidding on the same job (see illustration below). With the default setup, creating a $100,000 bid for each of 3 contractors (but for the same job) would show $300,000 in the pipeline, however it is really only $100,000 since ONLY one GC will be awarded the contract. We are trying to find a way to associate multiple accounts with one particular bid,
Sequencing workflows - assign a lead to lead owner before sending email from lead owner
We have an API that brings a new lead into zohocrm via web form. We then have two workflows, sequenced 1 and 2 that I want to: 1. Uses a custom function to assign a lead-owner to the lead (one of my salespeople) 2. Once the lead-owner is assigned, I want an instant email to be send to the lead from the lead owner using an email template. I can't get the sequencing to work. When the web-form entry is created, the initial lead owner is set to my colleague Rick who's our Admin. This is the default
Campaign report with account name
I want to create a report just like the standard "Campaigns Revenue Report" but that also includes the account name. How can this be done?
User Stats
Is there a way for the administrator to pull a report showing the last access date for each user?
Small Bug Report, Can't Go Back to Previous Page
Hey guys, Small issue I just found with the Zoho CRM - nothing major but slightly annoying. When I go to the 'Contacts' module for my account (I assume you can tell my account as I'm posting under it) - there are 10 contacts in the 'Active Contacts' view. Even though I select to display 100 contacts per page there is still the option to go to the next page.. and when I do.. I can't go back! It just says 'No contacts in this view'. It's easily fixed since I can just go to a different module and then
"Email Settings > POP (Zoho Mail)" is not appearing in my "Setup > Personal Settings"
Can you please explain why I do not see the option to setup my mail add-on feature ? I do not want to host my mail under zoho, I only want to use the mailmagnet feature. Thanks in advance Panos Athens, Greece
Using the export notes function, can the note Id # be replaced with the account and/or company name?
Or is it an option for a report that I have overlooked? Thanks.
HOW DO I IMPORT TICKETS DATA FROM ZOHO SUPPORT TO CASES IN ZOHO CRM
We're currently using Zoho Support as our help desk but also our data management software. But there is not enough field for us to organize our data so we have to switch to zoho CRM. Is there a way to import our existing tickets data to zoho CRM's cases system? Thank you
Urgent!!! PO/Sales Orders/Invoices are not attaching to emails
Today we have an issue with attaching generated pdf's to any emails. Everything looks fine and we are getting "successfully sent" message after sending email as well as generated pdf file name on the right. But receiver do not getting any attachment. It brought so much mess today in our work process. Did anyone else experience the same issue?
Change default "Account Number" field to a text field
I have not had this issue myself but have noticed that when I create a custom field for say, a company extension, the field must be created as a text field because a number field will automatically remove the "0" should the extension begin with a "0." -- Just a thought but I'm sure someone out there has account numbers that start with "0" or a letter.
Re-scheduling task on CRM
Hi everyone, We had a problem with our subscription to CRM, and got downgraded to Free edition. After solving the problem, and going back to Pro Edition, we found that we cannot longer re-schedule task reminders. We don't even have the reminder option when creating a task from the Activities panel, the option only shows up when creating the task from the Contact or Account panel. Please help as we have to create every task from scratch in order to not miss follow ups... G Kato
Cant access contacts and leads
Hello, I cant access to all contacts and leads in zoho whenever i searched any contact using search bar this message appears. The record(s) you are trying to access is not available. Following could be the reasons: You do not have permissions to access this record(s). The record(s) could have been deleted from Zoho CRM.
Contacts converted to Leads
There needs to be a way to convert 'Contacts' to 'Leads.' Sometimes a person who is a subordinate member of a firm leaves for another employer and consequently becomes a Lead.
Have different user versions
Is it possible to buy 5 professional users and 3 standar users in the same account?
trello/Slack Integration
Can anyone advise if there is an integration process to Trello and/or Slack ? Is there a way to accomplish this without using Zapier ?
Changing a roles profile
Currently one of my roles has a standard profile. I created a new profile and want to change that roles profile from standard to the new profile. I can't seem to see haw to do that.
Google AdWords - No option per user guide - Go to Setup > Apps & Add-ons > Google Apps > Google AdWords.
Hi, I am trying to append AdWords conversion to web form submissions, however per the guide below the option does not exist. https://www.zoho.com/crm/help/google-adwords/configure.html#Tracking_Code Step 1: Add tracking code in all the web pages. In this step, you add a tracking code in all the web pages in your website, ideally in some universal element like the footer of the page. This is required to keep track of the GCLID generated on clicking the advertisement. When a visitor clicks on your
Managing Workflows
Can somebody help as i am not getting much help from support or they don't understand what I'm asking I run a small business - there will only be 2 of 3 zoho users at present. However, we do need to be able to set up workflow processes for various of our services i.e. we want to set up a "job" and have a series of tasks within that job and preferably they will be automatically set i.e. once one "task" is complete the next "task" will appear based on a number of days after the first task is completed.
How do I send emails to all contacts in a certain account?
How do I send emails to all contacts in a certain account? For example if I have accounts A, B, and C. I want to send emails to all contacts in account A, but not B and C. thanks, Skip
Setting up individuals who are not members of companies
I;m doing a test setup of ZOHO, for a company where 95% of the clients are individuals, not companies. I need to take a contact list, and assign a task to be associated with a customer [in the contact list] and assign that task to another ZOHO user. When I create a task, I see no way of assigning to another user. Also the summary list of Activities does not show the contact name, only task title and date
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