"Insufficient privileges" error trying to setup company details
I'm logged in as administrator, trying to enter (for the first time) Company Details, under Organization Information at https://crm.zoho.com/crm/setupInner.do?page=Security.do?actionName=createOrg&tab=org&in=company I enter all the required information and hit Save, and I get the error: "Insufficient Privileges to perform this operation. Contact your Administrator." Of course, in order to do anything else, I'm required to fill out company information. Thanks in advance.
Have suggestions for indicating Pilots vs Whole accounts (in-process-->closed)?
Our SaaS is for the K-12 market. Very often, a customer will choose to "pilot" the product for a certain subset of the population (e.g., a grade level, school, or for just a small number of struggling students). Initially, it could be a teacher or mid-tier decision-maker deciding to spring for the pilot (typically <100 students). They are often not the people that have the power to make a district-wide decision (typically >1000 students). The term "Pilot" is used very diversely and loosely
Sorting Potentials by Close Month
Hi, I'm looking for a way to create a view or a report that would show my open potentials by the close month. At the moment it will show by the close dates or by quarter. What I'm looking for is a report that would show my revenue month-to-month. Could someone please help me with this? Thanks, Charlie
Cases not showing up under "Accounts" listing, also alerts question
So I've created 2 cases for a certain "Test" account that I have. When I go to the Cases tab at the top, they show up normally. When I go to the "Accounts" tab at the top, and then choose my Test account, the cases don't show up under the "CASES" Section below the basic information for that account. It shows up under the "ACCOUNTS" Section below the basic information. Is this a glitch or error of some kind? Also, is that causing other pieces to not work? Unrelated, but also wondering
possible leads to an opportunity
Hello I am wondering if I can add other leads (same organization) to an existing opportunity?
BCC Dropbox not working
I'm setting up all our sales team on Zoho CRM and the BCC Dropbox feature is not working. I tested a couple of e-mails, both sent from my Outlook and Web and it does nothing It does not tie it to an existing lead, and it does not create a new lead when there isn't one already present. It simply never shows up in Zoho. We use google apps for our e-mail I ttried regenerating the adress and nothing Help please!
String to number function???
In zoho crm's formula fields, is their a string to number function? There's a number to string function, and there's some string to long function in zoho creator, but is there a string to number function in zoho CRM?
Real grouping of report rows
I'm trying to create a simple summary report and I need to be able to group rows like I would in any SQL database. It seems that Zoho CRM Reports has a group feature but it doesn't collapse the rows - I still get all the rows even though I only want the summary data. Specifically, I want to create Companies report that shows me a distinct name of the company from the Lead and the number of leads we have for it. Something like "select company_name, count(*) as leads from lead group by company_name".
Mail Merge Doc problem
Hi, I have a document loaded in to the mail merge templates. The problem is it is only one page but when we merge and make PDF it is over 2 pages ( The second page is blank). The other problem is, when you go to edit it in the online editor, all the formating and layout is lost. I've attached the document. Chris
Phone bridge
Hi. Hope you can help.i can see the systems that zoho works with. Here's my question we are a very small business with 3 VoIP lines all answered from one phone by one people. What is the best (CHEAPEST) system for us. Recommendations please.
Link back to potential in an email alert template
My gut says I can write a custom function to auto populate the direct link back to a potential in the body of Email Alerts I send to my users when a deal is WON. Has anyone done this? Simply, I want to send automated email to internal users when a salesperson closes a sale. In the body of the email I would like there to be a link to click for user to be taken straight into CRM record for that specific deal. Potentials appear to use the PotentialID hash and if there's a way to create a custom function
Forecast - anyone use?
Does anyone use the Forecast module? It is extremely limited and I've requested some features from Zoho but Forecast module improvement does not seem to be a priority. Wondering if any other companies actually use it and if so, how? And what would you like to see improved?
New Zoho Campaigns - minor issue
Loving the new Zoho Campaign Designer. Noticed one smallish issue with <div> and </div>: You're adding the <div> correctly at the start of the code, and one at the end of the code, but you're adding </div> after each field, which, while most browsers will accept, isn't strict adherence to the standard and Dreamweaver complains. Here's an example where you'll see (4) </div>, one after each input field:
When creating a new module how do you link it to other modules ?
Hi All, I created a custom module (what a thrill ! yepiyeh!) I am very happy about it yet... ;-) I would like to link it to another module. Please look at my image just before and tell me if you can help ?? Thanks so much in advance Laure
Using a Unique Identifier instead of a Company Name in the Account Name field
Due to the issue posted here: https://help.zoho.com/portal/en/community/topic/how-to-associate-accounts-and-contacts-via-api I may need to keep a Unique ID number in the ACCOUNT NAME field. Other than the letters for sorting the records at the bottom of the page not being very useful, does anyone see any other limitations of using a Unique ID in the ACCOUNT NAME fields
Attn. Users using the Zoho CRM Plug-in for Microsoft Office
Sometime back we had an announcement for the users using the Plug-ins for MS Outlook, MS Office, QuickBooks and Mobile Apps. This announcement is especially for the users who are using the Zoho CRM Plug-in for MS Office to create Mail Merge Documents. We are now supporting Zoho CRM Plug-in for MS Office 2013 also. As we're doing away with Ticket-based authentication and instead introducing Auth Tokens for all our Plug-ins, we recommend you to get the latest version of the Zoho CRM Plug-in for MS
#hashtags in the notes
Bonjour, Hello, When you do notes in a contact, a task, an opportunity, an account, etc, is it possible to write including #hashtags, so that later on you can make #researches by selecting the #hashtags only ? This would make #notes a lot more usefull, making it possible to #select #topics and have a result about all said around the #subject selected. Kind regards Pierre
Contacts vs Accounts
Hi, I started using this CRM about a month ago, and I find it very confusing the way it handles Accounts and Contacts. I just want one account to be the same as a contact. The company name would be under the contact name. As a newbie, I inserted ALL my contacts (and was associating all to an unique Account before I knew what was this about). Now... I'm not really happy by having to create all accounts which are the same as my contacts again... Is there something that I'm missing? Thank you
Advance filter - today
My apology if this question has been answer a gadzillion times already.... but I can't find the answer. We are using the CRM "Old Professional" edition. In reports, how do I use the advanced filter to filter the date field to today, or today+offset? I tried Today, and Today() all to no avail. Appreciate a prompt answer.
Notes not carrying over to converted potential
when I convert a lead to a contact/account and create a potential, the lead notes are gone. They usually show up in the potential, but today, nothing. This is a big problem to lose all my lead notes. Especially ones that are progressing through the pipeline. -J
Freezing database
I want to freeze my users from going in while I do a custom upgrade. Is there a way to lock them without disabling them?
Disallowing contacts associated with accounts, while allowing contacts associated with vendors
I'm new to Zoho, and I'm trying to better understand how to do two things; (a) keep account-associated contacts hidden from peer users, but (b) allow vendor contacts to be seen by everybody. We don't want salespeople to have access to each other's accounts and contacts, but we want to make sure the contacts who are associated with vendors are seen by everyone in the organization, lest data duplication occurs.
Different sets of information
Hi, I am using Zoho CRM and am getting two different sets of information for the same period. For e.g.if I use Dashboard to access the potentials for this quarter, the number that comes out is different when I go to Reports and ask for the same info. Can you find out the problem? Thnaks
Converting lead to account
Hi, I record any activity in my leads in the NOTES field. How I can maintain this tracks when I convert leads to accounts? Can I convert the Leads Notes in the ACCOUNT notes? Regards. Maurizio Orlando
Customising Sales Order Document
Hi, I am looking to create a Sales Order Document over 32,000 characters and was wondering how this can be done? Or is it possible to create a mail merge doc using the Sales Order merge fields in Zoho Writer? Many thanks Jay
Industry Pick List for Accounts is not changing after being saved
Hi I have treid to create a custom industry list in the Account section. I did the same for Leads, that seemed to work. But the Accounts keeps on showing the default?
Stock management : updates of quantities
Hello, We are having many troubles with Zoho CRM on Stock Management. - We changed some names and added some status to the possible Status of SO and PO. - Now, the stock management has gone crazy. If we create a S.O., it increase the quantity in demand of the product (good). But if the product is in stock, and we create a sales order from stock, it still increases the quantity in demand of the product (bad). Afterwards, when the S.O. is marked as "delivered", the quantity in demand doesnt go
Zoho CRM App Problem
When creating a new lead in the app, under the Lead Status field, we are seeing a whole load of options that no longer exist in the web-based application is there a way to sync these both
Problems with pdf
Hi everybody. I've installed last Windows 8.1 and it's now impossible to export a invoice in pdf writer from Windows ? Is it normal ? Thanks
Importing leads from a report into a campaign
I have a report that lists leads based on certain criteria and what I need to do, is to move the listed leads into a campaign. I thought the best way to do this would be to export the report results to CSV, create the campaign and then import the leads from the CSV into the campaign. The only concern I have is that it asks if I want to overwrite/skip/clone, but I am unsure what to select because I don't want affect any existing lead records. Please advise the best way to get the leads in the report
ZOHI DOWN ??? Dec 19 5:30 PM ET
Is Zoho CRM Down? I am having problems get anything on ZOHO 12-19-2013 5:17 PM ET
Changed of Lead owner log
Can I create a report that record the change of owner? The lead might generate from marketing dept and assign to different salesman, and I need a log of these changes.
Search Criteria
Evaluating Zoho for our investment management firm. I don't understand how to create custom searchable fields. For example, we would like to identify some as clients, maybe search and identify by college, hobbies, etc. I assumed this was a basic CRM function. Is it possible in zoho? Any how to guidance would be greatly appreciated
Workflow Tasks
Hi guys, Is there any way we cans select more than one workflow task when importing contacts. We've imported contacts and assigned a workflow task, but we'd like to assign more tasks to the contacts. Thanks, Mikhaila
New in Zoho CRM - Territory Management, Custom Modules, Social Interactions, Custom Functions and More...
This time we bring to you a bundle of updates in Zoho CRM that include some cool features you would love to use. Here it goes - Territory Management - Sales territory is a familiar term in business: segmenting customers and distributing it among the sales reps to prioritize sales opportunities and increase sales. For a complex sales structure, the task of segmenting customer accounts based on the characteristics of accounts rather than the individual ownership of the records is made easy with territory
Regarding custom field action to be performed
Hi all , i have a custom field (checkbox ) in my custom module . on click of that checkbox action is to be performed i.e. when the checkbox is clicked text fields and some picklists option to pop out . How can i achieve that please help Thanks
Problem with Unicode character in calling Api insertRecords
Hi, i had a problem to calling the Api insertRecord with my Django python program i try to explain : when i call the api with an xml like have some Russian characther or i have some special characther like : ééàòù etc... (like this : xmlData+='<FL val="Send To">' + russiancharachter + '</FL>' calling your api it say me i can't pass ascii parameter, why? how can i call api with unicode Ut-8 data withouth that error? Thanks, this is the example of my code : authtoken = settings.ZOHO_AUTHTOKEN
Number of custom fields
Hello, I recently signed up with Zoho and have Standard Edition; when I was trying to add custom fields, I realized that I can only have 10 custom fields under this program. I can NOT find how many custom fields I can have in other editions and have looked all over. Can any one tell me how many fields I can have in Professional Edition?
there is nothing in the mail sent list?
Hello, i try to set up an autoresponder today. When i click the Update Response link corresponding to the autoresponder in the Autoresponders page, the Mail Sent List comes out. But there is nothing in it, even though the autoresponder works. Why?
Offine version of Zoho CRM
Does any any one have any idea about offline PC version of Zoho CRM. I am looking for a limited CRM features while remain offline, Thanks
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