• Let's follow in Outlook and Google's footsteps

  Who would like to see the CRM calendar function closer to Google and Outlook calendars. For example, when you schedule a meeting from 8am to 12pm, have it actually take up that space on the day and not visually reflect a 1 hour meeting. Have the week view look like every other calendar and show each day in columns next to each other. Etc.

• Lock Lead/Contact/Potential while editing records

  I have seen this idea mentioned for creator and think it need to be in CRM aswel.   "If someone is editing infomation in a record have a lock symbol on views and record, (lead/contact/potential) to symbolise record is locked and editable while locked"

• ZOHO CRM Plugin for our website

  Hi Team, We are getting Sub-brokers registered with us, and have started to create their PAID PROFILE on ZOHO CRM. Currently, they are accessind CRM by visiting on the www.crm.zoho.com...!! We want ZOHO CRM PLUGIN to be EMBEDDED in our Web page, so that our EMPLOYEES and SUB-BROKERS access the ZOHO CRM from our website directly...!! Please assist...!!

• Google Apps Configure Email

  Hi, I have set up the google apps. I am now in Zoho CRM,  Zoho CRM for Google Apps and Configure Google Email. The form has my email address pre populated and is asking me for my Gmail Password. When ever I enter my password the pop up says USERNAME_NOT_SET . I have two stage security set up on my Gmail account is this the problem?

• Outlook plug in for all accounts?

  Hi folks, I am trialling the Outlook 2010 plugin for Zoho CRM. In Outlook I have several different mail accounts from which I send emails to contacts.I have these all under the same profile so that I can read multiple inboxes without having to exit and restart Outlook. Is it possible to have the Outlook Zoho plug in work on more than just one email account?

• Sales back button

  Hi, I've been using Zoho for quite a while now and I must say it really helps me be on top of all my leads. However, one small thing that really annoys me that I think could be fixed easily. Whenever I go through my leads and click into them, then click the back button it takes me to the top of the page rather that the place I was up to. I then have to scroll down again and look for where I was up to.  Is there any way to change that? Thanks in advance, Sal

• Mal formed XML Response when inserting Accounts with option &duplicateCheck=(1)&version=4

  Hi, when I'm inserting multiple records in accounts with the option "&duplicateCheck=(1)&version=4" sometimes I receive a wrongly formed xml which is missing a starting tag , the example where the starting <row no="97">  is missing. I'm using the duplicate option because the multiple insert is not returning the response which will provide enough information to map the request and response which is crucial in my case. With Mal formed response i have even more problems... any advice ? regards Tomaz

• How to see Zoho contacts to whom I never sent an email ?

  Hello everyone, How to see Zoho contacts to whom I never sent an email ? By looking for a specific contact and going on his profile you can easily see the history of the Zoho campaigns and see if you sent him an email. BUT this takes time, you must do it one by one... Is there a way to see (all at once) the Zoho contacts to whom I never sent an email? Thank you Karine

• Mapping dependency fields on "edit" mode.

  I've realized that if I create a dependency mapping, it will only work when creating a record. But, what about when I want to edit one? Is this possible or it's just an error?

• Lists

  I'm reaching my Subscriber capacity again in Zoho Campaigns. If I start deleting Contact lists, will this affect Zoho CRM? Will Sales Reps still be able to see the action taken during a specific Campaign within Zoho CRM?  

• Custom Reports Question - CRM

  I need to create some reports to pull out records that have NOT been called as yet, basically any records that have NO notes in them,  i do not use the call section at all, how would I create this.   I am only used to using filters in Excel to pull out whatever I want and don't want to see/include. I hope someone can help. Thanks

• How can I randomly assign leads generated from ZOHO web form?

  Good afternoon! I'm Limberth caamal (web developer), I'm trying to integrate ZOHO web forms to my website and I want to know, if I can randomly assign leads generated from ZOHO web form? Or, if there is another way to randomly assign leads generated from the website. Thank you!

• License issue

  Hello, Can I buy standard licenses for the people in my call center, and just add the phone bridge ? or do I have to buy an entreprise licenses for thm all ?

• Potential Dropdown Menu

  Hello fellow CRM masters, I was wondering if it's possible to create a potential dropdown menu where an agent can click on it and choose from several types of potentials: Food & Beverage Potential - Hotels & Accommodation Potential - Activity Potential - Beauty Spa Treatment Potential, etc... Your swift reply is highly appreciated! Alex  

• We do not want a sub profile to have access to Set Up.

  We do not want any profile to have access to Set Up, so that the user with that profile is not able to change the settings, like: - Not able to change the logo / theme / organisational details, etc. HOW TO DO THAT....?

• I am Zoho Challenged, looking for top notch help

  Thank you in advance.... I have been working hard and not smart while setting up the CRM.   I own a Singles Club, we are B2C.  We receive a lead, its called, appointment is set and if sold the lead is now a member. Questions: 1.  How do I integrate my submissions form from my website and into leads?  Currently it's being sent to my email, and my site was built by a web designer.  When I do receive a submission form in my email it says contactus@havemoredates.com, and I have checked for that email

• Are emails going through?

  I have sent a number of individual emails to leads from within Zoho CRM. Each email uses my email address. There are a few emails that I believe are wrong but went ahead and sent anyway and never received a notice that they are wrong like you would get if you emailed from your email program. I then did completely wrong email from my domain to confirm they are not coming back. My question then is how do I know if any of these emails actually made it to the lead? Shawn

• Exporting zCRM Audit Log creates a .do file extension instead of a .csv.

  Anyone else having this happen? ...why did we change the CSV? Can I get a CSV file again...when I do a rename and change the file extension to .csv it just doesn't come out as good as before. Don't fix it if its not broken. Thanks, Jayson

• What is error code 4820 and why response with this error code has content-type text/html?

  Hello, We noticed a new error code that ZohoCRM API returns some times: 4820. None of the documentation explains this code. The whole response is: {"response":{"error":{"message":"API call cannot be completed as you have exceeded the Rate limit","code":"4820"},"uri":"/crm/private/json/Contacts/downloadFile"}} and its headers say that content type is "content-type"=>"text/html;charset=UTF-8", which makes it impossible to handle it correctly since it is clearly a JSON, not a html. So,  1. what this

• Productos con Imágenes

  Buen Día: Yo Manejo Productos Para venderlos porción internet y Todos por Imágenes Tienen lo Menos UNAS 5, ¿de Como sí puedo manejar las Imágenes Dentro del CRM? lo y de Como sí puedo Vincular Con La web?. Saludos,

• How do I view support requests for an account?

  I've linked Zoho Support and Zoho CRM.  In Support, I've added an Account field to the request.  All our requests are per account.  When looking at an Account in CRM, I want to see all their support requests as a list.  This seems to me to be the most obvious thing most people would need from linking crm and support.  How do I do this? Thanks. 

• Got a problem with vTiger CRM v6.0 with workflow

  Hello,  I want to adding a new product group of fields to be displayed depending on the selected category. For example: If you assign them to the product category "cars" I want to also display a group of fields "car accessories" and if I choose the category "motorcycles" I do not want to see a group of fields "car accessories" only the fields with the parameters of the motorcycle engine.  (CRM vTiger v6.0 is open source) Regards

• Embed CRM Report into Zoho Site?

  I would like to embed a report which acts as as a price list in CRM into our website so the changes are reflected as they are made into one large price List on our website. Then-- Is there some way to embed a specific price at a specific location? Such as the price for widget A off the price list onto the page for Widget A in our website?

• Effective Way to Add Shipping in Quotes

  I may be missing something, but is there a way to include a Shipping Quote that totals into the overall amount of the order? Is the best option simply to create a Shipping Product, so to speak?

• CRM email template - using accounts contact name.

  If sending an email from a record in accounts , using a email template, is there by default object fields to call the accounts contact name and use it in the email template? I tried standard {Leads.Lead Name} and it doesn't work, only displays the code in the actual email. Thanks in advance

• Invoice Template and Custom Fields

  Hi, As I understand, the typical flow of creating an invoice is Sales Order => Invoice. The computation of tax etc is done based on the products, volumes, prices and taxes in Sales Order. In the Invoice, isn't it obvious that all taxes should be listed in details - individual items? For example, in India we have a concept of "Service Tax" / "VAT", "Education Cess" etc. I am able to add these as custom fields in the product. However, these do not appear as individual items in the final invoice. The

• Is there a way in CRM to have a report that lists all the potentials which has some activity in given time period

  Hi all,    I am trying to see if there is a way to get a report that list out all the Potentials which had any time of activity (additional notes, new quotes, status changes or other changes) in a given range of dates? This is very important for us as we are not able to prioritize and get visibility of whic potentials  the sales team is following and in any given period. Regards Ravi

• Billing Address does not populate

  I noticed that when i'm entering a new company (account) into the zoho mobile crm app, all of the information i enter is being saved except for the "Billing Address". This is curious to me since this is a native field for Zoho.  Can you please fix this issue so i can add all of the data i need through the app. Thank you, Boris

• How and when do customers sync from CRM?

  Do I have to manually tel Zoho Invoice to sync with contacts in the CRM? I am trying to programmatically add contacts and create invoices for them using the API but I am running into the problem of a missing customer ID for newly created contacts. 

• Quotes Module

  I am still waiting for our database to be migrated.  I have quite a few questions but one in particular is the quotes module.  I need to create an area within zoho where i can include the following headings, the existing default fields in quotes seem to be non editable can i create something myself within zoho so that we have a summary rather than actual quote details.  We are using Professional version. Quote number – numerical data Date – date format Company name – free text Lead source – free

• Imported Mailing List - Call-in Lead (How to Avoid Duplicate Entries)

  I import my leads using a spreadheet. Then, I send out a direct mai lmarketing campaign to those people. If they call in, I have an answering service that takes the call and enters the information into the system as a lead.  how do I avoid having a duplicate entry for a lead if the person that calls in has already been imported into the CRM via the mailing list? Thank you

• What to do if you sell 2 products to one client?

  I sold a customer a cargo trailer and put him in the CRM FREE. Then we sold him another one. How should I enter that into the CRM?

• Search limit and tips and tricks

  So I have a lot of subscriptions that I use Zoho and Authorize.net to keep track of. This involves looking up a contact whenever Authorize.net charges them. Today, I found out the hard way that Zoho only allows me to lookup 250 records per day (even though I can update upwards of thousands?). So how do I go about being able to get full usage of my update limit, if I can't find out who needs to be updated using a lookup? Theoretically I can only update 250 unique contacts per day if I do happen to

• Last Name Required

  Is there a way in CRM with the last name field to make it not mandatory? We are taking leads from a web form created in ZoHo CRM Form builder Form fields for this specific form are: First Name E-Mail Question/Comment Previously when using another form builder in wordpress we did not have fields required and the submission rate was 2X when not requiring to fill out either first name or e-mail, where the user would sometimes put their first name and other times not. But only really need e-mail to consider

• Problems with inserting/updating Leads with CRM API

  I'm trying to update and insert Leads using the CRM API and I sometimes get the following error: <response><error><code>4600</code><message>Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter.</message></error></response> My problem is that sometimes everything works fine and sometimes I get this error, but I'm struggling to see any difference between 'good' XML and 'bad' XML. I'm enclosing all values in CDATA tags.

• Organization? setup / cross app integration

  Hi everyone,  I'm new to Zoho and 1 day in and I'm completely baffled. My small company is looking to use Zoho for: CRM, Books, and Invoice. My confusion stems from each app asking for my company information and I can't seem to find a way to setup a company umbrella and then access the apps within that organization. Is that how it's suppose to work? Once i've accessed each app they don't seem to play well with each other, I can't use the accounts I create in CRM to send invoices to through Invoice

• Map Dependency on Webform ? Possible?

  I can't seem to make it work. I have created webforms previously with no problems.  This time I'm trying to make a pick list webform that has dependencies. I've mapped the dependencies correctly in the customization section, but putting this into a webform the dependencies don't work at all. Anyone from Zoho confirms this is possible or not possible?  Thanks. Example on the webform: customer enters pick list - Yes or No if Yes, then 2 items on the next pick list are available.  If No then 5 items

• Help with rules

  Hi, I need to create a workflow rule on the opportunities of our CRM. The idea is that once you create or edit a opportunity, send an alert via email. The theme is that we do not know how to configure the rule criteria to take the modification date parameter  and send the alert to the 10 days.  Any recommendation will be welcome! Esteban Elias Preventa Tecnica - Educacion Xpears.com

• SSL error(35) when trying to communicate with ZoHo using cURL

  I am trying to simply communicate from my server to ZoHo API, but I cannot successfully complete the SSL handshake in order to insert new records. If I run curl -v https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=[username]&PASSWORD=[Password] Then I get the following output: [1] 29707 [2] 29708 [ravi@server ~]$ * About to connect() to accounts.zoho.com port 443 (#0) *   Trying 74.201.154.199... connected * Connected to accounts.zoho.com (74.201.154.199) port 443 (#0)

• Mass editing using zoho creator

  I want to build an app to edit my existing records in Leads/Accounts/Contacts/Potentials module of zoho crm massively. Can you please guide how can I do that?

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