Event export to Gogle Calendar... recurring events not created
When I create an event I am selecting "recuring" and entering "daily", "every day" and the date range is 3 days. December 15, 16,17. I hit save and export to google calendar. Only the item for December 17th is created. It is missing the item for Devember 15th and 16th in google calendar. If I go into activities, events, export to Google calendar al three items are created correctly... seperate items for 15th, 16th, 17th. However this also duplicates the event on the 17th.. since the save and export
No Default Task Owner?
Hello - I'm looking to have the "Task Owner" not be set to anything This would force the "Task Owner" to be selected manually on creation. Is this possible? Thanks Matt
Leads - data dedupe or data aggregation?
We are a lead generation site. We get leads when people download brochures from our site, giving their names and contact details. We have a record under the name of "ana dfgdgfd". This person has signed up for two brochures, on Turkey and Hungary. Both sign-ups appear as separate records in Zoho CRM, so that under ‘Country of Interest’, “Turkey” appears in one record, and “Hungary” in the other. That brings up the issue of how to get new data into a record within a specific field, without zapping
Leads Form and conversion to Opportunity
Hi, I have just started with Zoho CRM and trying to get a hang of it... and am facing issues at: 1. Creating a lead: I need to fill up "First Name" and "Last Name". And I need to remember the correct names it seems. a) There's no auto complete b) There's no lookup from a "Contact" in an "Account". Q. Is it possible to set it up? If so how. What I want is to (a) avoid duplicates (b) avoid human errors. Basically, ability to lookup against a contact, if already exists. Otherwise, create a new
Non-live URLS in list view?
Do urls not work in list view? I have imported a list of leads with urls. The urls don't do anything if I click on them in list view. If I edit the lead, and then save it--even without touching the url, the url becomes live, and clicking it takes me to the website. But this is the details view--not the list view.
Can I set Activities to default to Newest to Oldest?
I am new to Zoho and I would like to set all activities to list from newest to oldest for all views. Is there a way to do this for all accounts/ leads as a Zoho administrator? The only way I see to do this is for each user to click on the header bar under activities and change the way the due date is listed.
How to edit Product Details?
How to edit Product Details?
Zoho CRM/Email
Hello all, I've been using Zoho CRM for the past few weeks and have begun to get deeper into it over the past few days. I am a financial advisor who is using Zoho as a B2C management tool. I've imported all my Leads and have converted several to Potentials. I work at a firm that has its own domain and we use Lotus Notes/Domino as our mail server. Yesterday, I purchased the Zoho Mail Add-on so that I can track/store emails to and from my clients in Zoho CRM. However, it's not working as I
When updating existing accounts a duplicate of the account gets created with Special Characters
We have 3 different users who are experiencing the same problem. When they update information on an account, a new account is being created with a different account name containing special characters. Example: Account "John Jones & Company" Exists... After updating information we now have existing Account "John Jones & Company" but also "John Jones&Company". It's not limited to "&"... Also have one that was "Tom Smith" and created another account "Tom Smith"...
More than one email for contact
Is it possible to add more that one email to a contac? If yes, how can I do it? I've try comma separated, but didn't work.
Email Delivery Notification
is there any way to get an email delivery notification when sending emails from within Zoho CRM? CC and BCC would not help as it does not confirm that the intended recipient has actually received the email.
Call Log Report
How can our team create a report that shows logged calls?
Update checkbox on contact import?
I have a custom checkbox field that I've created for contacts. I'm importing a bunch of contacts from a csv file and I want that checkbox to get selected for some of the contacts. What is the proper way to mark this in my CSV so that the checkbox will be marked?
You are not posting my questions WHY?
Hi there I am trying to post questions that will help me evaluate your product. They are not being posted. Not showing up in my area. This is not helping us evaluate your product. Thank you Two have appeared now, but there are a couple more.
Where are the questions I have asked?
I am confused. I have posted two questions that have not been put up yet? What is wrong with them? There seems to be a lag. I now have two up and waiting for the other two. Thanks for being prompt in your answers. I assume the other two will arrive shortly.
Generate Ticket for Google Apps User
I'm trying to generate a ticket for a Google Apps authenticated user. How do we do this? I'm not having any luck with using the username found in Zoho CRM (firstname.lastname) and the Google Apps password, using the email address or trying anything else. Do we have to authenticate with Google somehow first or is there a set username/password combo that we can look for and use within Zoho? Just to be clear, I have code that is already working with a normally setup account. I'm only trying to find
Exporting/doing something with data held in 'Events'
Is there no way of exporting Invitees to an event (and an array of their information), or at the very least, running a report that lists this information? Also, is it possible to change the fields that are listed for invitees? As an events company, it's all rather important... Also, what is the ETA on the development for the ability to list a contact in multiple campaigns?
How to view all mail nonrespondents with a contact in ZOHO
Hi I connected my gmail at google apps with Zoho and i know there's an option to see all mails from certain contact in the zoho interface. How do i do it? Is this something with the Zoho mail account that i need to open and pay for? Thanks
Automated reports to referral partners
When a lead is created, a custom lookup field is used to track the contact that made the referral. This field is labeled "Referral Contact". I need a way to send automate reports (weekly, monthly) by email to the "Referral Contact" with status on the Lead/Potential I could create a scheduled report for every single referral source, in CRM, But I face the problem of not being able to brand the email. These reports must be branded to my company and come from my email address. So what option do
Leads import in All Caps-- others in lower case
I'm a new CRM user. Importing Leads is working well, only problem is that some Company Names are showing up in all caps (because they are in all caps in the Filemaker source database) In Filemaker, I have tried re-formattting the Company Name as "Title Case" (upper and lower case). Records look fine in Filemaker. But when I re-export as .csv file, using "preserving data as formatted" option, they still come in all caps or a mixture--so visually, the data is inconsistent. Can I apply case formatting
Is there any library for .NET developers?
Instead of writing my own library and classes to wrap the behavior of ZOHO CRM API, does anybody have a link to such library? I'm sure it's a time saver to all integration developers! Any help appreciated! Thanks!
Vana Workforce Launches Business in the Cloud (Based on Zoho)
Vana Workforce, a cloud solution provider offering products and services to customers around the globe today announced the availability of business in the cloud, a comprehensive and integrated suite of business applications specifically tailored to small and medium size companies. Business in the Cloud represents the industries most integrated and affordable suite of business applications available on-demand to small and medium size enterprises. The introduction of cloud computing offers a transformational
New to Zoho CRM- Leads Accounts Contacts
Hi there I run a small service business. I am not sure when to use leads, accounts and contacts as they relate to my business. I want to import my client database into Zoho but I am unsure where to categorise each client. I have customers who have 1. made an online application and we are waiting to receive their paperwork 2. Received paperwork and are now processing their application 3. completed their application and the file is closed and the client has paid (we will review their file for another
Zoho Writer
I'm trying to create a template in Zoho Writer but when I click create it does not open the document in Zoho Writer. Instead the template is created as a blank word doc and added to the folder. What am I doing wrong?
Can someone please help me in using Zoho CRM please
I want to know how to use Zoho CRM,Can one help me please
Customized views for mass update?
I'm trying to create a campaign and associate a few hundred of my existing contacts with this campaign. The way I'd like to search for these contacts is based on company level custom fields (i.e. we have added a few custom fields to accounts for things like the type of company they are, the size, what geography they are in). I'd like to create a specific campaign that is targeted to smaller U.S. based companies - which means I need to draw from both company level (account) fields and the individual
Lead Reports
I need to be able to run a report where I can see how many leads I received each month over the entire year or a given month. Also, I'd like to be able to sort by Lead Source. So far it seems that when ever I convert a lead to a Contact. That lead is no longer accessible in the lead reports. Please let me know if there is a way to accomplish what I'm trying to do? Thanks, Dave H.
Importing Zoho contacts into Google contacts
When importing Zoho contact information into Google contacts all the information ends up in the Notes section.Only the name information ends up in the right fields. Phone and email information ends up in the notes. How can I get each Zoho fieldto end up in the right Google contact field? Thanks, Leo
Delete default views/reports in Leads, Accounts, Opportunities
Is it possible to delete the default views and reports? It's a lot to scroll through since a lot of the default views are unnecessary for us. At the very least, can they be hidden or moved?
Help with Report showing ratio of leads with email addresses
Need to run a report that will show the following info: For Example: Timeframe: Last 7 days Salesman #1 - 10 leads created, 5 have email address, 5 do not. Salesman #2 - 18 leads created, 12 have email address, 6 do not. Salesman #3 - 42 leads created, 2 have email address, 40 do not.
Email disparu dans zoho crm
Bonjour, En ouvrant mon CRM zoho je découvre ce soir que le lien qui pointait vers mes emails n'existe plus. Il y avait un onglet email dans mon menu et je ne le vois plus. Comment le retrouver et utiliser à nouveau mes emails s'il vous plaît ? Merci. Hello, By opening my Zoho CRM tonight that I discovered the link that pointed to my email no longer exists. There was an email tab in my menu and I no longer see it. How to find and use my new email please? Thank you
How to Create a Report | # of Leads Created Per Day
How would I go about creating a report the totals the number of leads created per day? For example: 12/01/10 - 25 Leads Created 12/02/10 - 45 Leads Created 12/03/10 - 19 Leads Created
Error Message
When I try to connect to ZOHO CRM through outlook I get an error message "error occurred while contacting crm.zoho.com. I am connect and getting e-mail. The app has worked before...i have unistalled and reloaded with the same result,
mail add on for zoho crm cannot send email
I keep getting a response for my outgoing mails about not being able to authenticate the server. any one know what to do??
Any option to modify search results page?
I have attached a screen shot showing the search results when we use the quick search box on the top left of Zoho CRM. As you can see the "Matching Events" section displays the Subject of the Event, but cuts it off after about 32 characters, leaving the rest of the line blank. We might have modified this Search Result page by accident, but now I can't find where it can be modified. Is there a way to display the full Subject of the Event, and optionally the date/time of the Event on this Search
to send an automatic answer
Hello, We made a HTML support form on our website. Our customer leave their message through this form, which is sent to our support team with an automatic notification of receipt for the customer. Our support team would like to answer through Zoho with the field "Solution", with an automatic message to the customer who sent the ticket. Is it possible please ? At this moment, we can't find where to put the dynamic field with the mail adresse of the customer for answering... Thank you for your answer
clone invoice as quote
Just thought it may be handy to be able to clone an invoice as a quote. Some of our customers are happy to be invoiced immediately without being quoted but then later on they ask for alternatives at which time I then have to create a quote. It would be handy if I could just use the invoice I have created to then clone it as a quote. Cheers. Danny.
How can I make the email alert use the customer's email adr?
How can I create an alert to be able to email the case owner and the customer's email contact that is associated with the customer that you setup in the case? I can see how to do this with internal people but how can I create a new case, email the template to the owner of the case, and the email address on file of the customer that the case was opened on? Thanks!
iPad, Zoho CRM and this Forum will not allow me to type in the body of the email or the body of this forum from my iPad.
Hi, I tried to use the CRM from my iPad, Tried to use an email template and it lets me create the email and show the template in the body of the window, but when I try to type in the body of the document, Zoho does not recognize it when I tap in the body to start typing. The iPad keyboard never appears. I also tried to submit this problem from my iPad, Zoho let me tpye the topic name (subject) but would not allow me to type in the body (the area where you are reading this). When does Zoho expect
Problem while getting records through API.
I am having around 5200 records in my leads module of zoho. i have written an api call using getsearchrecords method on these records to get the phone number and lead name in order to use them for comparing with the call logs of my sales team which i do with our internal pbx application. But my problem is that for an api call i am getting only 2000 records as the response and i am giving the search condition as "modified time < (current datetime)". What should i do inorder to get all the 5000 records?
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