Use of Related List
Can you please elaborate more on how a related list is use for, is there an example can share? Pls advise.
Notes module not accessible?
(omitting API Key and TicketID): http://crm.zoho.com/crm/private/xml/Notes/getAllSearchRecords?apikey=[API Key]&ticket=[Ticket]&searchWord=132749000000066170 I get the following result: <response> Unable to process your request. Kindly verify whether you have entered proper method name,parameter and parameter values </response>Even if I change the searchWord to a word we have in our note title or description, we still get the same result. I noticed that Notes is excluded from FIELD LEVEL SECURITY.
cannot edit fields
We've taken out a trial of Zoho CRM. I've used Zoho CRM before and on the other site I could always goto Setup/fields and I'd have an edit button beside each field. But with the new site I don't. I thought it would be a permissions issue, but I'm logged in as super administrator, and I can find no permission that changes this. I also thought it may be because of being a trial, but the first 15 days of a trial are the ultimate version, so Im thinking this is not the reason. Is there a permission I'm
How can I tell if the people I have invited to a meeting have accepted or not?
When i open the calendar item that I have created in Zoho, I can't see a list of the people I have invited, nor and indication of whether they have accepted or not. 1.) Is there somewhere else that I can see this? 2.) I have this 2 way synced with Google Apps and despite one of the participants having accepted the invitation, it is not showing up there. Am I missing something, or is this really a feature that Zoho does not have?
Is there a way to export all of the emails from my contacts?
Is there a way to export all of the emails from my contacts?
changes in pick list don't display in the web form
Hello Zoho Team, I modified some values in a pick-list field of the "case" module which is connected to a webform embedded in my website. Then the webform doesn't recognize the new values and still displays the old ones. Keep into consideration that after those changes I followed same instructions to publish a webform: webform>>>embed options>>>copy and paste the code ...... but the webform was still displaying old values. Maybe I made something wrong. At the end I modified directly the code in
How do we send an alert when the Stage duration for a stage is 3days?
Hi I would like to send a workflow alert when the stage duration of a stage is 3 days old. As i cannot find the "Stage Duration" field when I am setting the rule for the workflow, please advise if there is any work around way. Cheers Luke
Is Zoho Crm support insert Notes through api?
I'm checking by Rest console the In Raw body I'm getting this 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 Request body is : Request Url: https://crm.zoho.com/crm/private/xml/Notes/insertRecords Request Method: POST Status Code: 200 Params: { "newFormat": "1", "authtoken": "18203cbdbfd6d9730f8dfe0b65126a70", "scope": "crmapi", "xmlData": "<Notes>
Facebook doesn't connect to my Contacts
I can't correctly connect any of my Facebook to my Contacts. I am logged in and ZOHO has rights. When you hit the Facebook icon... it will bring up people but not the correct one. I am using the "free" version of ZOHO and will think about upgrading but want this to work.
dashboard
hello.. i want to know if i have i chart in dashboard and i want to print it or export it,is that available.
How to remove "Mr" in a mass update
I have hundreds, if not thousands of "Mr"s before a name in the Lead Name column, which ruins the alphabetical ordering and I can't tell if they're duplicates or not. Is there a way off mass removing this from each name? Thanks!
Allowed IPs
Hi, I need configure trusted IPs from which the users can be accessed. This link https://www.zoho.com/crm/help/security/allowed-ips.html explains how to set up, but my instance of Zoho does not have this option. The functionality, are there more? Thank & regards
Mac OS X Outlook 2011 Integration
I'm here to cast my vote! We would very much like to see Zoho develop integration with Mac OS X version of OUTLOOK. I believe there are many potential customers out there! A great many people are now using Outlook for Mac. I know of a number of people even in our own company who would look favorably on such a development. Others? If you are a Outlook for Mac user, please respond to this post to indicate whether you want to see this feature too!!
Margin field
Can you, in the leads, create custom fields such as margin value and in the reports get both order value as well as margin value? If Yes, how? BR Claes
Access
How to control access by industry type for different users
Can a new Google Apps account work with an existing Zoho CRM?
Zoho tells me that in order to get Zoho CRM to work with Google Apps I will have to activate Zoho CRM from within Google Apps Marketplace. But what about my existing Zoho CRM? I have done a lot of customization work to create fields etc, and to import contacts, and I don't want to lose that. Does that all go to waste? I will also want to use Zoho CRM email Add-on.
Picklist - sharing between account and opportunity?
I have created a picklist in Accounts, with 15 values. I have the same picklist and values in Opportunities. Is there a way to share the same picklist between functions? Or do I need to manually enter the values in both places.
Convert Process - Create a new Potential Check
Hi, It is possible set this field by default checked? Thanks & regards!
Apps & Add-ons
I go to setup - Apps & Add-ons- no Google anything. Please help
Field change reports
I found this question from another user that went unanswered, but I'd like to revive it. I have a custom field that is essentially a ranking of 1-5. We rank various accounts in terms of the intensity of business development we're applying to them, and we keep track of how many accounts are in each rank and set goals for moving an account from one rank to the next by set criteria. Is there a way for me to report on how many (and which) accounts move from Rank 1 to 2 or Rank 3 to 1 and so on? Our
Email Template - From field
Hi, It is possible add a non email user in From field? Thanks & regards!
Generating a new Opportunity/Renewal based on Current Account's Contract End Date
Hi - Is there a way to set it up so we can have the system look up our existing contracts (under Accounts) that have end dates in Q1 2016 (between 1/1/16- 3/31/16). If any of the existing Accounts have contracts that are set to expire in that time period, it will generate a new Opportunity and pull in the Account Owner, Account Contract Name, and the info below: Opportunity Info should map to Account Information - see below: Opportunity Owner = Account Contract Owner Opportunity Name - Account
Zoho CRM Printing Preference problem
Hi All I am trying to send an invoice via Invoices Tab in Zoho CRM I open the invoice and MoreActions>Sed Mail>Select Template> Send The resulting PDF takes up the whole page . i.e no border space. Zoho sent me some corrected html code bout it didn't work. Can anyone help? Kind regards to all Omero
duplicate record management
Hi, I'm new to Zoho so I apologize in advance if this happens to be a silly question. I run a basketball club and I want to import my member list, but the system i'm importing from allows the member to register more then one player in single instance (siblings). The system creates separate forms for the all of the registrant dat, but allows the parent/guardian to use the same email address for each registrant in the group. This makes sense for the user entering the details for kids from the same
We would like the ability to force a specific order quantity for Product
when a standard user add a product in sales order (Module), they should only be able to add product in quantities of “25” or “50”. They should not be able to type in any number they want
sales pipeline report for opportunities - data is presented wrong in display
My issue is that sales pipelines should show the strongest / highest % at the bottom of the funnel and the lower probability at the top. The hierarchy should be: 10% 20% 30% 90% etc It displays as 90 30 20 10 How do I get it to reverse the the order?
Custom dates in reports
Hi Is there a way to show custom date formats in reports? We can currently only view in dd/mm/yyyy but would like to view as dd-MMM-yy to make the closing date stand out more. Many thanks Guy
Mass email campaign sent items
How can i see easily which of my leads you decided to send emails to, and which you did not send emails to? i am not going to go through every lead to see what you choose and what you did not. please help.
Contact Info
I hv "Account" and "Vendor" which both are looking up contact information (e.g Contact Name / Email address... etc) from "Contact", and it's necessary for us to have both "Account" (buyer) and "Vendor" (sell) on a same module. There are 2 contact field in my Sales Order module, which each meant to show "Account" and "Vendor" information separately. but when Account/Contact was chosen, the Vendor/Contact will automatically show the same "Contact" information. Is it possible to separate them as it's
Autopopulate Contact Fields
We would like to have a Contacts information auto populate into a custom field called EndUserContact on the cases page so its easier for our support staff to see all the information without clicking over to another page. We have the Enterprise edition and I wonder if we can do this with a Custom Function and if so does anyone know the script. Thanks Tom
alphabetize contacts
Help, I need to alphabetize my contacts otherwise I can't find anything. How do I do it??? Celeste
Adding a member who didn't respond to the automated e-mail invite in time
Does anyone know how I add a team member who has already been invited, but didn't respond in time and now the invite has expired? I have deleted them and tried to add again, but now it says that the email address of that person already exists. Any help most appreciated!
deleted contacts
For opportunities, are they retained when we remove a contact from one account to which they related? Or they remain on the account? Thank you,
Web to lead form also send email?
I am creating a web to lead form using the Zoho CRM form builder. Would like to add a function so that the form information is also send out to an email address. Any advice for doing that? I can add the code just not sure what it would look like. What do I add and where?
how do I change my "role" from Sales to Sales Manager?
How can I accomplish changing the role?
Import Export problem
I imported about 200 leads. When I run a report and/or run a View using the "Lead Source = Conference ACVC" the report only returns 10 leads. I have checked the lead source field and the all contain the proper source, spelled correctly, etc. No other criteria is being used. If I change the criteria to the date I imported the leads I get all the leads with the Lead Source field that contains "Conference ACVC", very strange. Any idea why my results are not correct when using the lead source field?
Leads
Is there a way to covert all of the leads to accounts in a mass action? Subsequently, is there a way to export all of my leads to csv file?
Email blocked from sending out mails
Hi, My email at noreply@fuelvoucher.com.ng has been blocked for from sending out mails. Please do help to unblock and to raise this limit. Best regards, Uche
Custom Function to update "stage" in Potentials when an invoice is created
Hi there, I am a newly fully paid enterprise CRM member and trying to get my head round the custom functions at the moment. Instead of making our staff change the "stage" in potentials I want to automate it.. so when an invoice is created it marks the potential as "Closed Won". This can't be done with workflows, but can anyone help with how to do this with custom functions? Thanks in advance! Andre
Best practices and documentation for setting up for B2C
I am looking for step-by-step documentation on setting up Zoho CRM for B2C and the related best practices. Where can I find this?
Next Page