• getRecords - Account Owner retrieving Last Name only

  CRM / getRecords In the Account Owner field I am getting just the last name.  This field actually holds the first and last name.      So "Bob Smith" is being retrieved as: <fieldlabel value="Account Owner"><![CDATA[Smith]]></fieldlabel> Thanks for you help, David

• ZOHO CRM Attachments

  I would imagine your working on this as Google Docs and Zoho Docs is everywhere in the Zoho universe, but it would be nice to have the option to add from Google docs and Zoho Docs when adding attachments to CRM records (Contacts, Potentials, Cases, etc.) Thanks, Jamie Reilly

• Merging Fields in a Link

  I searched but didn't really see a topic on this. I am looking for a way to merge fields in a link. For example <a href="http://www.zoho.com /?key=${Contacts.Merged Field}">www.zoho.com</a> when saved will turn into <a href="http://www.zoho.com/?key=[$%7BContacts.Merged%20Field%7D]">www.zoho.com</a> and it won't work.

• Potencial - Quotes synchronization

  Hi, I have this case: I create a potencial From this potencial I create a new quote New quote is edited and sent by mail (button send mail) Mail sent appears in Emails section for Quote, but not for Potencial If I convert the quote in an invoice the history repeats, emails are storage just for new invoice, but not for entire potencial. I can not track the entire potencial develop, I have to go from Potencial to Quote to Invoice and come back... in order to review mails.Another case: I create a potencial

• Contacts not saving-to accounts

  Hi all,  We are having a bit of an issue with the add contact function of the account details page. Upon adding a contact and clicking save, the page navigates back to the account details and scrolls to a red arrow. the problem is that the red arrow points towards a still-empty box where the contact should be! Any help is much appreciated! Cheers

• Email templates not accessible for all accounts

  Hi, I create several templates folders and email templates according our needs. I checked and both of them are fully accessible for all accounts. However, one of the accounts can not see the templates, only can see the folders (but they remains empty). Even I tried to create a template with the affected account but the issue persist. Does you have any idea why is this happened?   Thanks,  

• Any plans for a simple CRM app? Or adding features to the Contacts app.

  Hello, I'm becoming a big fan of Zoho's awesome integration and have been spreading good words throughout the tech blogs. Anyways, I've tried setting up a client on Zoho CRM about a year ago and it wasn't successful. The learning curve was difficult for client and we moved onto a simpler solution such as Highrise and Batchbook. I've gone that route myself, and have recommended others do the same. Does Zoho have any plans to add features to the Contacts app, or create something that's very similar

• don't want get emails about new appointments

  Hi, I am manager. My calendar is conducted by assistant that prints calendar for me everyday. My assistant create many appointments every day and CRM notifies my about every appointment - can I swich it off? I don't kneed this because I use printed version. Best regards, p

• How can I use .php or Python to add data to the CRM database?

   I want to write a script that will INSERT data in the CRM database.  In order to this, I will need to know the location of the database for my account and what the names of the fields are (data types too). Do you support this? Thanks, Scott

• Zoho CRM Mail Add-on configuration with Federate login from Google Apps problem

   I created user in Zoho CRM User got invitation by email and clicked on the link inside invitation, then he did first login in with his Google Apps Account instead of creating password and Zoho login name. Zoho CRM allowed user to login to Zoho CRM with his Google Apps account. But I have to configure Zoho CRM Mail Add-On and it asks me the password for Zoho Mail (user does not input any Zoho Mail password because he logged in first with the federate login from Google Apps). Now I am not able to

• Logging into CRM from a different site

   I am setting up a communications hub for my company to centralize all of our information and resources. I am using DNN (dot net nuke) and my users will be able to log in to access their info. is there a way that logging into that page would grant them access to the CRM?

• Attaching zoho documents in CRM

   Hi! When will be available to attach Zoho write/sheet documents in Zoho CRM lead/contact/potential/account modules? regards, Marko

• Alerts for Account Owner only

  I am looking for a way to create an event or alert that can be assigned based on the owner of the account being updated. Example:   Status = Step 1        (want the account owner to get new event/alert to follow up)                  Status = Step 2        (want the account owner to get new event/alert to send catalog) I have only been able to assign a single user or an entire role.  In my case the data is user sensitive to the account owner. Anyone have any suggestions?

• Intuitive reminder field

   PLEASE make the task reminder field smarter. Current set up: won't let you close an activity if reminder date is past due - this is crazy coz if you are closing a task there is no need for the reminder does not add a default reminder date - i can live with that but would be nice to have it set to Task Date (even just a "remind when due" checkbox would be nice) doesn't change Reminder Date if if you change the Task Date - reminder Date should also changeThanks for a great system - lets make it an

• 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

• 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

• Company Logo

  I can't find anywhere how to change my company logo in CRM free, is it not possible? 

• Set pop mailbox to import all mail (historic as well as new) for use with Zoho CRM

  Hi, I'm trying to use the CRM functionality, which looks awesome, but when I wet up the pop mailbox in Zoho, it doesn't import mail before the date I set it up, which means I have no record of historic correspondence to make available to the CRM tool. This makes it no use to me. What can I do?

• Archiving/Backing up

   Im curiuos about several things. 1. If I wanted to export say my contacts including all the information related to that contact such as invoices, sales orders,notes and most importantly attachments. How would I achieve that? Simply downloading the attachtments to the PC is not an option as it does not keep things a streamline in Zoho.. we will just be reverting to our original problem of organising all of our contacts and the relevent information that goes with them.. How do other people archive

• General Zoho Assistance - Is Anyone A Zoho Guru?

  Hi Everyone, I have been using Zoho for about 6 months now and I am really happy so far. I want to move all my work services into it (3 differnent e-mail accounts) and get it synced up with my mobile.  I am not the techiest person so I was wondering if anyone here is a bit of a Zoho Guru whom I could hire to help me set everything up correctly? If so, please e-mail me at: richard@musicandbranding.com Thanks!

• Publishing Filtered Zoho CRM sheets

  First, I'm really liking Zoho CRM, but I'm having a lot of trouble trying to figure out a way to embed filtered results from the Leads module. I can make it into sheet, but the sheet has no "embed" option. Maybe I'm just going blind, but the Sheet only has the top toolbar with the "Save" and "Paintbucket" and a bottom bar with the "new sheet" option. How do I embed these CRM sheets, and will they keep updating based on this filter rules as new leads come in? I attached a screenshot of my Zoho sheet