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
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
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
Need help with Lookup field for Quotes
Every account has its own Distributor/Cusftomer ID text field. I have tried to make a lookup field in my Invoice layout where I chose from a list of Accounts in order to populate the Quote's Distributor/Cusftomer ID field, but it has not worked. Is there a way to either: To select an Account for an invoice such that a seperate field automatically populates that account's Distributor/Customer ID, as defined in the Distributor/Customer ID for that account's file. OR Can I have a lookup field where
Captura lead from an email sent to a specific address?
Is it possible to capture a lead from a forwarded mail structured as e.g. CSV or XML? Thanx Daniel MfNF.dk
Field level security: some fields are greyed out in the visible column
In the doc... http://zohocrm.wiki.zoho.com/Setting-up-Field-level-Security.html it says... For example, "Sales Stage" and "Amount" fields in Potentials module may not be required for a person looking at customer support. Similarly, "Status" of the cases can be hidden for the users other than customer support persons. But I can't untick "status" in "cases", it's greyed out. Also "sub total", "grand total" in "invoices" is greyed out too which would be needed for a customer support/non-sales profile.
Auto-Responders in Zoho CRM
Hi, I am doing some end of year clean up in Zoho CRM and I getting frustrated with what looks to be a lack of foresight with a lot of the features. When I first implemented ZCRM, about 18 months ago there were a few quirky things that were fixed immediately.
Custom Activity View from Accounts Only
Our sales team is asking for a Custom View that pulls that days activities for Accounts and Opportunities, but not for Leads. Is that possible?
CRM Recurrent Tasks
Do you have plans to enable the option to create a recurrent task in CRM?
Help in where I place my customers!
I am a small first aid training business and I like the CRM but want to make sure I am using it correctly. This is my process. I plan to run a first aid course, set a date and advertise in various locations. Currently I am logging this info in Campaigns. When a potential customer is interested I go into Campaigns and add a new contact. My reason for this is that if I go into Potentials I need an account name and clearly the first aid course isn't an account as it is mine! If I go into leads then
Metrics
I have created 3 reports in CRM that I need to show up on one Dashboard. How do I have the report show up exactly as they show in reports so I can see my metrics on these items. Right now it does not show it properly and only show sub-totals. I want the report to show exactly as it is. Any suggestions?
I want my PA to be able to access and update my CRM calendar because it Syncs with Outlook
Hi, Please assist. I want my PA to be able to have access to my CRM Calendar as I need her to be able to see my diary when she scedules appointments. I want what she schedules to update my CRM calendar immediately as I can then then sync Outlook with CRM. The business calendar function allows my PA to view my calendar but she cant make updates. Please advise thanks
Email field won't save
The email field in Contacts won't SAVE an email address with a dash. Example: John@my-club.com Any thoughts?
Mail not working in CRM
I'm having difficulty getting a user setup with email for our domain. Mine (the administrator) appears to work just fine. However, the other user is not getting email sent to her address at the domain. I've noticed that by name appears followed by the correct email address in the folder frame on the left of the screen. Hers shows her zoho.com email address. When I check the Mail settings, My domain email address shows the option of "Edit" only, where the Zoho.com and another I have configured show
Error Message when clicking on lookup
Hi I receive the following error message when I try to click on certain lookup custom fields. "Sorry for inconvenience. Please try after some time or report your issue in the feedback form given below. Help us to fix the problem:" I am unable to fill out the pop-up form to "help you fix the problem" This is only occurring under one of our users. The other two users can use the custom lookup function with no issue. All users are under the same profile and have the same editing capabilities, so I
Adding sub-category to My Contacts
Hello, This may be a nubile question but how do you add sub-categories in My Contacts? I've tried searching these forums but have not been able to find an answer. Thanks!
How to customise Contacts views
Hi,I'm trying to create a very simple custom view of my contacts, with four fields only, in this order: * Last Name * First Name * Phone Number* Email Address I also want the list to be ordered alphabetically by Last Name and, when searching by letter, to return Contacts with a Last Name beginning with that letter.When I create any new view the Last name and First Name field order is ignored; all I get to see is the field "Contact Name" which is ordered (1) by First Name and then (2) by date of creation
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