• Basic API search

  Hoping there is a workable scenario for this problem.  Since ZOHO is still not finished with integrating phone systems with their CRM, I thought about using an API to do it.  I can use the API getsearchrecords and return values successfully by the phone number, but the results come in unformatted XML which really isn't going to be adding speed to the sales calls.  I would like to be able to return the values into the system and open the contact or account or lead's information page. The phone system

• Lacking MAJOR Functionality and Support

  Any updates on any of our outstanding issues? There are SEVERAL. Any updates on this? This service is currently not an option for us because we are not able to enter in credit card details ourselves, then run the payments through Authorize.net within Invoice, CRM, Books. Our salespeople collect the payment information over the phone, so in order for this to work for us, we would need to be able to run payments from within Zoho Invoice/Books or Zoho CRM, and automatically run recurring monthly payments.

• Zoho CRM Android App Customisation

  Hi  I've customised our Contacts and Leads pages on browser version of Zoho CRM. But when I goto the Android App the page & field layout doesn't reflect the customisations. Please can you advise. Thanks Gene

• Import Googleapps Contacts by Groups

  Hi I am sure this has been reported or suggested before. The GoogleApps import contact features is great.  But needs to be able to organise by selecting which groups you want to import. The way it's currently designed makes you click through your whole contacts database individually clicking which want you want to import which is unworkable with 1000's of contacts.. Thanks EuGin

• I want convert a call in a event

  I want convert a call in a event on zoho crm. This is my case: I want prepare a call for tomorrow and i want that this appear on calendar. Can I help me thanks!!!

• Users sharing Documents, calendar, etc.

  How can I set my account up for other users in my account to see my documents, spreadsheets, crm, tasks, etc.   I have tried sharing a spreadsheet, but the other user cannot see the spreadsheet when they go through the Share app..   Thank you for your help.    

• Zoho CRM vs Nutshell CRM

  I was curious to know if anyone has used Nutshell CRM and what they think of it compared to Zoho CRM? The three things that stood out most to me about Nutshell while briefly researching them is that 1) When creating a new lead in Nutshell CRM, Nutshell automatically searches and finds if that lead / company has been entered before so you do not have a duplicate record. 2) Allows you to de-dup very quickly and easily where as in Zoho, you need to be an Enterprise user, but i have read that it still doesn't work

• Workflow Automation- Field updates

  It would be awesome if I could apply more than three field updates per workflow automation rule in Zoho CRM. I'm a real estate broker specializing in short sales, and have changed my contacts module to be my files module. I have over 10 title/escrow companies, 50 banks, and 1000 real estate agents that I could possibly be filling in information for, and it would really save me a lot of time long curve to be able to have their information auto-fill. I'd really love to only have to make one workflow

• Zoho CRM and Google Contacts Sync Not Working

  Hello all! I've been stumped by this issue since last Friday. I've setup Zoho CRM (Professional edition) to sync with my Google Contacts (Google Apps for Domain). As far as I can tell the Google ID is the right one. I've also checked the Zoho CRM app in my Google Apps domain control panel and all the permissions are green. I've re-read the corresponding wiki page (zohocrm.wiki.zoho.com/Synchronizing-Google-Contacts.html) line by line. I've erased and re-created the setup 3 times now but absolutely

• How do I integrate a Creator Form into CRM?

  I created a Form to update the contact information in crm.  Is there a way to post this data into crm when the submit button is pressed?

• "Convert Lead" always makes Contact and Account and then goes to edit the Contact screen

  In the previous Zoho CRM release, converting a lead created an account and a contact, but the next page you saw was the edit account page, and the contact was created in the background.  I don't use contacts that were created from leads (various reasons), but it was not that annoying since the contact was created in the background, and clicking "Convert" took me to the edit the account page. In the new release, the account is created in the background and "Convert" takes you to edit the contact screen.

• BUG Report: whole number Field prints as CURRENCY

  We have a custom field called AGE, defined as a whole number with 0 decimals (which is kind of dumb that Zoho asks us to define, since whole numbers don't have decimals anyway). When we have a print out of an Account with the related details, the list of Contacts prints the AGE field in this format:  $16,00 (WRONG, it is a whole number not currency) when it should be  16 (Right) This is obviously completely wrong and it affects us in a number of ways, plus it makes us look stupid during meetings

• Default Setting of email filter on the Leads data entry form

  Hi, On the leads form there is a drop down that filters what emails are shown (in the email list at bottom).  It defaults to <user name> emails.  I always have to change it to "Sent Emails from CRM". Is there a way to make this the default choice? Thanks, Dennis

• Reporting on Project from inside CRM

  I need to be able to report on projects from inside CRM - for example I need to be able to Report on a Project and see the associated contacts or I need to report projects and see the associated potential/account.  Conversely I need to associate contacts to a project as team members - not that I need to give them access to the project, sometimes I will, but would like to be able to see the associated team in one place - Likewise I would like to be able copy the project and copy the team. Assigning

• Zoho CRM - Creator Integration: Web Tabs or Custom Tabs?

  What's the preferable way to integrate Creator Applications into Zoho CRM: using web tabs or custom tabs? Besides the facility to edit creator apps inside CRM when using custom tabs, is there any other advantage in custom tabs or any disadvantage in web tabs? Your input is most welcome. Thank you

• Sort functions for reports

  How do I use sort functions to alphabetize my Account Reports?

• CRM contacts mail merge with Writer limited to 10 contacts/merge

  Hi, I have been trying with Writer to produce quick mail merges of small bunches of contacts instead of exporting them and doing it through MS Word or something. Since I can't directly print the resulting merges due to formatting problems, I'm instead exporting them as PDF, which works and I get the documents correctly formatted. There is, though, a serious problem which is: I can't merge more than 10 contacts. This is quite a limitation, since if I have, for instance, 200 contacts to merge, it would

• Dashboards

  Is there a way to create a custom dashboard with more than 2 columns? I have a report that has 4 columns and I want that to reflect in the Table Dashboard that I'm creating, but only 2 will show up. 

• Any plans to add more web tabs?

  Atm Z CRM offers the ability to add 5 web tabs to CRM, i am currently using all five. One for Z Doc's and another for a Z Creator application, which means i don't have many left to use for other pages my sales team might need. Is there any plans to allow more web tabs as this makes the user experience much better as they don't have to leave Z CRM.

• CRM Invoice to Invoice App

  Perhaps I am making a mistake, but I have subscribed to the CRM and invoice services with ZOHO. In CRM, it has an option to create an invoice, but it doesn't seem to link with the invoices application. Am I doing something wrong, or do I just not use the invoice module in CRM? Thanks for your time and a good product.

• No way to link Contacts and Invoices on reports

  No way to link Contacts and Invoices. I get a message :  The report you are trying to access is not available. Following could be the reasons: - You do not have permissions to access this report. - The report could have been deleted from Zoho CRM. I have admin privilege.

• Is there any way to make a Creator Form act like a Web to Contact form

  The Creator is ideal to organize new leads, but if I have to manually re-enter all of the form data into a new contact, that is redundant.  I would greatly appreciate any assistance. (I'm not looking to have the creator form operate on a website like a Web to Contact page, just integrate the data)  

• Mail merge in Word - dating letters

  Hi   We use Zoho to generate our outbound letters. However at present. we can see no mail merge code in Zoho that enters the date of the mail merge onto to the letter. We want the date to be static and fixed to the date of generation, for future reference.   At the moment we use autotext in Word prior to uploading the template. But this is not good as it will either (1) show the date the template was uploaded (2) so that the letter shows the date of when the document is gone back into and opened.

• Creating Zoho Invoice reports in Zoho CRM?

  Hi: Thanks for backwards integrating Zoho Invoice into Zoho CRM.  The Invoices show up nicely for each customer profile (under the Zoho CRM heading).  Problem -- However, I noticed that if I want to run a report (in CRM) that details the Zoho Invoices, there is no such capability.  There is only the capability to run Zoho CRM Invoices - which I do not use because I use Zoho Invoice.  Question -- When will the capability to report on Zoho Invoice invoices be available in Zoho CRM? Thanks, PL

• Random displays of Firstname/Lastname order throughout CRM

  Has anyone else experienced a random display order of a client's firstname/lastname? For example, if you click on an "Account" and look at the associated contacts, you might see two contacts, one reading "Firstname lastname" and the other in the same account "Lastname firstname". In all instances we have confirmed that they are input correctly in their contact detail (i.e.: their firstname and lastname are both correctly input in the right fields). What's the deal with this? Is there a solution,

• Documents, tasks and integtation with crm and project

  Is there a way to see the tasks from my projects in my CRM task list? Is there a way to link ZOHO docs and ZOHO project automatically where, If i upload a document into ZOHO Project, It shows up in ZOHO Docs AND under my Contacts information in CRM?

• Zoho Mail - Search function when adding an email to the CRM

  Hi Zoho, We currently use the Microsoft Outlook Plugin tool to add our emails to the CRM. We will be getting a mac computer for the office soon, and I have set up Zoho email so I can continue to add emails to the CRM. However, Zoho mail automatically creates a lead or contact from the email address the email was sent from (or automatically adds the email to that contact) when using the Add To function. In our buisness we get a lot of forwarded emails from our main sales email and salespeople, and

• Multiple Companies

  We are looking to use Zoho (Professional Edition)   My issue is Currently I have one resource who will work on a set of accounts.   Next week I am due to also get another set of accounts that I want to assign to another resource that I have.   How do I keep seperate the two users. I want to be a power administrator for both but I dont want them to be able to see each others.   We aren't using ZOHO as a traditional Sales leads and conversions tool but more as a tool to make notes and create actions

• Calendar and CRM how do they work?

  OK need some help, once again I hope I am wrong or once again Zoho has got a product they didnt think through.   It would appear that when using Zoho Calendar with Zoho CRM are the following accurate:   * You can create an event in CRM and it will show in Calendar as long as it is your event in CRM and not someone elses -why?   * If a person in CRM posts an event and though you can see it in your event it does not move to Calendar - why?   * You can not create an event in Calendar and have it populate

• Unique Portal URL ?

  Hi, How can I find/define my unique portal URL in CRM and Project so that I can link directly to it Regards Keith

• How to Connect/Attach One Lead Profile to Another

  Is there anyway I can setup Zoho CRM to allow us to connect one "Lead" profile to another "Lead profile"? We only use "Accounts" and "Contacts" for current signed clients, not leads, because we only have individuals (and households) as clients, and not businesses. I was hoping maybe there is some custom field setup we can arrange that allows them to be linked, or some way to do this?

• Urgent And Ongoing Need For ZoHo specialist who will be our off-site IT support, on everything from CRM customization to API integration and G-Apps

  Desperately Seeking a remote tech who would be able to service our zoho accounts! Some issues include : API integration, Urgent Zoho CRM Customization Assistance Required (products import, tabs customized to our needs, etc). We also have G-Apps. Company’s total count is 10 users, all of them must be given different permissions, etc…we are also seeking a tech who will create a dashboard or G-Sites like interface/intranet for our team to use daily. We’re not asking for free help, but rather establish

• Sort Based on Lead Source

  I have recently imported leads, and categorized them based on lead source. How can I quickly sort based on LEAD SOURCE to only view leads from this event? Likewise, how can we sort based on any other aspect entered in to the lead profile?

• Blank new Lead Appears - Help needed!

  Hi, I am having a few issues with last few days, when I go to create a new Lead, Contact, potiental or Account a blank page is appearing! Only the Save buttons appear on the page, anyone got any idea what may be going on, or have a changed some setting etc. Help would be great, thanks Folks, James

• Is there a way to Create a custom field that would allow an active link?

  I have images stored in google docs.  I don't want to cause zoho servers undue traffic and would like to put an "active" link in crm.  I know that I can do a custom field and input the URL.  But this link must be cut and pasted into a URL bar to display the image.  (ie.- its an inactive link.) QUESTION:  Is there a way to create an active link in CRM.  n.-  I know that I can move to the corporate version and store the images on zoho servers but it is cost prohibitive in the long run as I will be

• Timezones problem in Zoho CRM

  Here in the UK we have just moved from British Summertime to normal GMT, 1 hour difference, and all my customers' Zoho systems are now showing 1 hour later than the actual time. I thought I had found a timezone setting that allowed for the time change, but apparently not.  There in no explanation whatsoever in the userguide on what all the different timezone options actually do. Can you please tell me which timezone setting to use which will allow for the change automatically when we move from British

• How to remove Zoho marketing from paid CRM users view

  How do I hide all the marketing URLs from the CRM and other Zoho software from the display of our employee users, like the "Upgrade" or "Tell a friend" links? We pay plenty for all of our Zoho software, so it seems perfectly reasonable to be able to disable such marketing across the software. Thanks for your help.

• Editing an invoice reduces the stock ... again and again!!

  Hi, Once the invoice is created, it reduces the stock. This is good. But when I edit the invoice, for non-item things like, invoice date or due date or notes it tries to reduce the stock. Essentially everytime I save the invoice it reduces the stock inventory. Is this how it supposed to work?

• Last client relation

  Hi, 1/ How to create a custom field that indicates the last client contact (call, invoice date or visit). Or 2/ I'd like to identify clients I have not been in contact with since x months or weeks. Regards,

• Reports causing mass duplication

  I am simply trying to run a query on our existing accounts with the following columns: Account Name Status Account Size Support Level DSM Status Account Person When I generate this report it's taking my 1101 clients and saying there are 1950 clients.  When I look at the report, a bunch of the clients are listed more than one time (sometimes up to 6).  What am I doing wrong that's generating all these duplicates?  I went into the accounts section and none of these accounts are listed twice.

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