Workflow Field Update & Calculation Fields - overlapping functionality?
Hello, Just curious, please clarify: I know that the Enterprise edition had the ability to update a field through the Workflow field update feature. But recently you added calculation fields functionality (available in Professional edition and up) (Thank goodness! finally! it opens up a whole world of possibilities - I have been craving for that feature for a long time!). My question is aren't these features overlapping in functionality? Meaning can't one achieve the same effect through calculation
ZohoCRM and Safari
Hi guys, I am noticing a few anomalies with ZohoCRM & Safari (4.0.2 - latest version as of today) on Mac OS X. I went to add a line item to an existing invoice (which already had an item) and pressing the button doesn't do anything. Used Firefox and everything is fine. I have noticed similar issues in one or two places (can't remember exactly where). Aren't you testing it on Safari / Mac OS X? Platform neutrality is one reason why I love Zoho! Kenneth
API getallrecords returns only 25 recors
API getallrecords returns only 25 recors http://crm.zoho.com/crm/private/xml/Events/getAllRecords?ticket=xy4gr112345fgg&apikey=sbdjEDBDJ1323 Does anybody have same problem? Best regards, m
API: fetching data from event table
Hi, I'd like to ask you for change in API. Right now you provided lastModifiedTime paramter to fetch the data thru API in most cases it is very suitible and enough. But with this parameter is problem when we want to fetch data from Events table, becouse for example for today I can haveevents that were modified (created) today and modified one year before (Year period activities) - so I have to fetch data from at least one year before to be sure that I'll have fetch all events for today. For customer
Palm Pre
I have read a bit about the Palm Pre and it's new operating system, with it's ability to connect easily with the web. Does anybody have an adequate understanding of the new platform to know how easy it will be to connect with Zoho applications?
Adding contacts is broken
I wanted to test out the zoho mail plugin for crm and see sent received emails under a contact. so i signed up for the free edition and paid for the plugin subscription After I create a contact with a name and email it takes me to a plain text page with a bunch of garble in the description field, that's problem one. If i go back to look at the contact via the rich web i see the garbled text in what looks to be the description field (looks like the other zip field - but it can be edited, so it must
Customize homepage - task "Today + Overdue"
Hi, I would like to work with the Custom Homepage, but I can't find the "Today+Overdue" view in the views select for the Task component. How should I do for find it or creat it as a custom view? I tried to create it, but I don't know how I can set the "Today date" in the view filter criterias... Thank you, Giordano.
CRM Improvements
Here are a couple of improvements that could be made to the CRM module: 1) Make the list pricing of products importable. Doesn't make sense that you have to hand enter them. 2) The quotes/invoices should have an option to change the headings. Being forced to use "List Price" is not a desirable way to present quotes to customer/prospects. 3) Should be able to quote leads or contacts. Having to create an account to quote makes no sense as most products are quoted to leads or prospects before they
Sheetviews
Old and new problem with sheetviews 1. Accounts - created some new views. When you got to sheetview they are all out of order. They do not appear in the same order as shown on the regular CRM screen 2. After modifying data nothing is saved 3. Had a similar problem in the past with sheetview not saving data and your support team tracked it down to one of our custom fields. Unfortunately this is a most critical field and I must have it in the view in order to work with the data. So I need to understand
Zoho CRM Search
Will search be improved with the upcomming update? We recently upgraded to Enterprise but surprised to find still only 6 fields can be searched at one time.
API Deletes
Need to be able to process Deletes through the API. We have an extensive integration between our internal system and Zoho CRM, but tagging records to be deleted and then manually deleting them is a huge administrative burden. The API should be able to delete records itself. Thanks -
italian language
hi guy can u implement the italian language? tnx Riccardo Lora
Line Item Notes Needed
Zoho CRM is completely useless to me without the ability to add notes to a line item that I am quoting on. I see this as a single free form text box. This seems so rudimentary and easy to add as a single database field, that I am convinced that I am missing something. I just want to more fully describe an item, at the line item detail. This allows selling the same item with minor or major nuances of difference, even though it is the same item. Think cars: A Ford F-150 has many options that need to
Profile/Field Level Security Cloning
You can clone profiles, which is great, but offering the option to clone the accompanying filed level security settings would be even better. We have a few profiles that are very similar besides access to a few certain fields; it's an administrative burden to have to completely reproduce the field level security settings for each profile. Thanks -
Mapping Fields
When I convert a lead into an account is there any way it can populate the account information with the default contact persons details? The majority of my leads/accounts only have one contact person and although it lists their details under "contact person" I have to manually imput all their info again into the main account information text box which is left blank when I convert from a lead. I have tried to map the fields but it doesnt allow me to map things like the surname etc.
Emails: Sending from Contacts & Signatures
When emailing someone from a contact, Zoho has different behavior depending on whether you click the actual email address field within the contact information, or whether you click the 'Send Mail' button in the email section of the contact details. Clicking the email address brings you into Zoho mail where you don't have (1) the ability to use a CRM template or (2) you don't have your CRM signature (aka you're using Zoho Mail). When you click Send Email, you get a pop-up within the CRM, thus allowing
Syncing Outlook with CRM - Handling conflicts
Is it really true that you have to decide which side "wins"? Zoho doesn't figure that out on it's own, recording timestamps, etc to know which one was updated last, and which was was not updated since the last sync? If this is true, this is a deal-breaker. Can someone verify this please? Thanks. PS - Yes, I know you can set it to ask you about each conflict. That's also pretty stupid... with several people doing updates, ONE person sits there and goes through the sync process guessing what the other
Dependency Fields
Is there a way to map dependency fields from Accounts to Contacts and other modules?
Related Contacts For Tasks and Events
When creating a task/event on an opportunity (or really Invoices, Quotes, etc...) the Contact field should be prepopulated with the associated Contact name, if one exists. At the least, when hitting the Contact search (to add a contact) Zoho should initially offer a list of associated/relevant Contacts. This would make creating tasks on other items much quicker. Thanks - Justin
What is a Customer/Client considered in this nomenclature?
I'm confused about where we find our customers in this application. We have leads, and some leads become customers. So how do I convert a lead to a customer? Account? Contacts? It's not clear to me. Thanks.
Error on sending
My account worked yesterday with no problems Today getting the following error (this has happened before). Please advise what might be going on. I cannot send emails from the CRM email tab. Thanks
Available Merge fields:
In the Email Template Body - Available Merge fields I need to be able to merge both Account and Contact fields into a email. Are you guys going to allow us access to be able to merge any field from any module in the near future?
Duplicate Leads
Will we be able to search for leads that have, for instance, the same email address in the upcomming release? example: Zoho CRM, show me all leads that have identical email addresses.
Can a contact that has been imported into zoho somehow be changed into a lead?
Can a contact that has been imported into zoho somehow be changed into a lead? If you know the answer to this question - I'd really really really appreciate you sharing your knowledge with me, because I am stuck on this one... Thanks a lot.
Available Merge Fields for Email Templates
Hello Zoho, Will it ever be possible to select from multiple "Available Merge Fields" when creating an email template, similar to what you can do with Inventory Templates. I would like to create an email template from Opportunities and be able to merge Account fields and other related modules. Is this something you plan to add soon? Thanks! David
Available Merge Fields for Email Templates
Hello Zoho, Will it ever be possible to select from multiple "Available Merge Fields" when creating an email template, similar to what you can do with Inventory Templates. I would like to create an email template from Opportunities and be able to merge Account fields and other related modules. Is this something you plan to add soon? Thanks! David
Ñ and spanish characters
"Mr Zoho", I suppose your first market is US market, but support to spanish characters (ñ, á, é, í, ó, ú or ü) could be very welcome ... at least for me! Thanks Pablo fcom.uc
crm api lastModifiedTime doesn't work
Api has bug. lastModifiedTime doesn't work - always gets all records I should get nothing. Examples: http://crm.zoho.com/crm/private/xml/Leads/getAllRecords?ticket=xsxsxsxsxsxsxxsxs66bf10eecba089&lastModifiedTime="2019-01-01 01:01:01" http://crm.zoho.com/crm/private/xml/Leads/getAllRecords?ticket=xsxsxsxsxsxsxxsxs66bf10eecba089&lastModifiedTime="2019-01-01" http://crm.zoho.com/crm/private/xml/Leads/getAllRecords?ticket=xsxsxsxsxsxsxxsxs66bf10eecba089&lastModifiedTime="19/01/01 01:01:01" http://crm.zoho.com/crm/private/xml/Events/getAllRecords?ticket=xsxsxsxsxsxsxxsxs66bf10eecba089&lastModifiedTime="2019-01-01
Email sending problem today
see below and please advise what is going on
Email templates -- questions and problems
I am trying to set up aan autorespond email to activate when the web to lead form is completed. The email generates, but: 1. I can't see the pdf file attachment on the receiving email (though it appears to be set up properly at the front end) 2. My signature line doesn't appear (again though it appears I've set thing sup properly at the input stage for signatures). A secondary, but important question, is whether it is possible to practically import images and graphics into the email, with html
ZOHo Mail Add On issue
Hello, I just subscribed to the ZOHO mail crm add on to integrate with my gmail account. I followed the instructions (and hte video tutorial) but I have the following issue When I try to send emails to contacts through the CRM interface, I get the following error "Mail Box (myconfiguredemail@gmail.com) you have configured earlier is not reachable. Please select a new "Mail Box" " 1. I used google to sign into zoho 2. I set up the zohocrm password. 3. My gmail myconfiguredemail@gmail.com is actually
Pricing Population
Why don't the price boxes populate when I choose a product when creating a quote?
Automatic Reminder
How would I setup a reminder on the due date of a task that either sends an email to the assignee or pops up a message? So for example I will setup a task that requires someone to follow up with a Lead based on a due date, how will the person know that the due date has arrived? Will Zoho email them on the due date and if so at what time of the day will this email be sent out? I hope I am making sense.
I could go for some new skins
I am in Zoho CRM several hours a day and I appreciate that there are several skins to chose from, all I'm saying is I am ready for some new ones. I am certainly not asking to prioritize it, just a comment from the peanut gallery. Maybe being able to customize the colors would be cool....
Is it possible to associate two different Account records?
I am testing out Zoho and need to be able to somehow associate Account records with each other. For example, I have four companies A, B, C and D that do business with each other. I want a separate Account record for each one, but I want to somehow indicate that A does business with C and D. I also want to indicate that B does business with C. I would like to be able to look at the record for A and see that it is associated with C and D. I would also like to be able to look at the record for
Intergating Google Apps for your domain mail with zCRM
I have been trying to find a thread somewhere that lists this topic but haven't been successful. I have been using GMail with my own domain for several years now and would like to integrate it with CRM. Failing that, I would like to create a switch my domain from hosting with Google to ZOHO without losing my domain and mail history. Any suggestions? Ken
Activity History Permissions
When setting permissions I want the user to see all activity on anything in the database associated with their accounts/contacts that was created by themselves OR any other user. That way they can see the entire history on a account/contact However, I only want them to be able to edit their own activities. I need them to see the activity entries, but I can't have everyone as a Administrator. Currently I have it set so they can do whatever they want with THEIR accounts/contacts - however they are
How do we trigger e-mail alert when a lead comes in from out website?
Is there a way to configure an e-mail alert when we have received leads from our web site (even though they are awaiting approval to populate the Leads fields?) Thanks!
Adding fields to new quote form
Simple question Once you have customised products e.g. adding size etc how can you make those fields avaiable on the new quote screen thanks Grant
Web-To-Case
When I click Generate Web Code when making a Web-to-Case form, the HTML code does not appear, only a message that reads, "undefined." Can anyone help?
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