EXTEREMELY SLOW ZOHO
Please help me. Zoho is very very slow 4 days. If you can't fix it i have to quit Zoho. Because i can't open even zoho main page... I'm waiting your reply
Rights to Documents?
I am told that I have Administrator rights to Z-CRM, but I (and my boss) can see only a fraction of the documents (and none of the folders) in the Documents section. What are we missing? Thanks for your help.
Doc Name printing on template
I have created a mail merge template and have merged with Leads. However, when I printed, the date was printed on the top left and the name of the document and "Zoho Writer" was printed in the center top. How can I remove this from the mail merge.
Maximum allowed Authentication Tokens in ZOHO CRM
Hi , I would like to know what would be the maximum allowed Authentication tokens for an account in ZOHO CRM. Quick response is appriciated. Thank you.
Workflow Rule Template for Appointment Notification
Hi, I am trying to create an automatic notification to send to the other user on my account of a site appointment that I have booked, nearly everything I need is available in the template except CONTACT DETAILS. Is there any way to include this information? This is how it looks at the moment: This is an automatic notification for Lead ${Accounts.Account Name}, if applicable I have booked an appointment on ${Accounts.Appointment - Date & Time} for ${Accounts.Who Attended}. at ${User.First Name}
How Do I associate an EXISTING contact to an EXISTING vendor?
It seems like the only way of associating contacts to vendors is creating new contacts. Can someone help?
Denied access for different roles to each other clients/leads/contacts etc
hello How to block any view/tasks/companies for different users I have clients for 2 managers they have the same role type I assigned companies/leads to each of them But when they try to see All Tasks or all leads they can see all company clients I would like to grant access only for owners of the lead/contact/company/task
How do I disconnect my google calendar from ZOHO?
My Google calendar is being affected by ZOHO. My appointments are suddenly disappearing, and ZOHO is sending me emails nearly every 10 mins to remind me about my appointments and wont stop. Also, when I am in ZOHO, pop up windows appear to remind me about calendar appointments and won't go away even after I click the [X] or click "OK", and if the box doesn't go away it does not allow me to use ZOHO. Help! How do I disconnect my google calendar from ZOHO?
How to create a user with write only rights?
Hello, We would like to provide third party company to bring us leads, for that we would like to provide them with API user with write only rights - how to do that? Thank you in advance for your help, Gosia
Where is my previous help request?
Sorry, I can't find my previous topic opened more ore less around 11:30 AM. Until 13-14:00 hours I could see it as "under moderation" pending topic, now it has disappeared while I didn't receive any communication from administrators. It's the first time I use this Forum, maybe I'm doing something wrong..anyway it's very very important to me to find it again and to get answers. Thanks a lot
Preventing Conversion
Is there a way that you can use workflow rules to prevent leads being converted? We have a condition on the Leads. If that condition hasn't been met then we do not want any leads converting. The condition is a checkbox in the lead module.
Problem with Custom Field Sorting Numerical Values
I have created a custom field with numbers 1-60. When sorting the column, the numbers 10-19 appear before the number 2. How can this be corrected to sort in correct numerical order?
How do i set up recurring Invoices- and can i have recurring sales orders as well?
I see this is an option, but i cant find out how: how do i create recurring invoices? It would also be of tremendous help if i had a action for reccurring sales orders and an option for automating sales orders to invoices in bulk- is there an option or workaround for this?
I want to add the Skype ID field to accounts module
Hi, I love the Skype ID field that is available under the contacts module, and allows you to call using Skype directly from Zoho. I want to add the same field to the accounts module - how do I do that? Thanks!
How to manage different Mandants
Hi everybody I'm looking for a solution which could really help me to reach a better job management. Actually I'm working in sales teams of two different companies, so I absolutely need to divide my reports, daily and periodic activities that belong to each sales project. Obviously I need to do that across the entire sale process, so I can imagine a solution in order to create a new field named "Mandant Company" or something similar in "Accounts" module in which I could write the mandant name as
VERY VERY SLOW INTERNET CONNECTION !!!
Your all system is on cloud and your internet access is deadly slow. Is this joke? This is not a social network, this is business... We are doing our job on this system and trusting you. Be serious please... FIX THIS CONNECTION PROBLEM...
ZOHO running slow
Is anyone having issues with Zoho CRM running really slow right now? Does it mean I need to upgrade?
Imported leads are cloned instead of overwritten
When I import data I choose to overwrite existing records, yet I searched and found that it's cloning them instead. This is a HUGE problem for me. PLEASE help.
Today Zoho is working very............slow. Why that?
Would someone can say why it is wrong with that? Thanks
Sharing leads pick list with new user
After creating a new user I noticed the Industry picklist in the LEADS module is the default list and does not have additions and changes that I made in the Administrator profile. I am the administrator and the new user is STANDARD. Thanks Russell
Language
Hi, Is it possible to run the free 3 user system with different languages for different users?
Move Contact to Potential
I have accidentally moved a Lead into Contacts instead of Potential, is there an easy way to move it without starting all over again? Thanks.
Did anyone work with QlikView on top of Zoho CRM for dashboarding purposes ?
As we already have QV, but are still looking for a new CRM solution, we would like to have both worlds integrated. Can this be done through calling a webservice from QV ? I'd rather not export XML files from Zoho, which afterwards need to be imported in QV. I would like QV to take the initiative to call Zoho for receiving data. Looking forward to know from anyone having done this before. Cheers, Kurt
Displaying multiple fields from a lookup field
I am building a module that uses a lookup filed to retrieve contact details. I can get the lookup to return the value Jane Doe with a hyperlink, but I want to return and display Title, Phone Number etc?
Accounts > Sales Orders > Sales Commission- What populates this field?
I'm trying to figure out what populates the field "Sales Commission" which is listed in an account under a sales order. I would assume that the commission listed from a product would show up here but it does not. Any help would be great as I would like to be able to view how much commission a specific account has generated under this view.
Instability
Are the servers any unstable? I'm having trouble loading my pages. Please advise. Thanks, Eduardo
Lead Owner - How are the new imported leads distributed if there is no lead owner?
I want to overwrite/update the existing leads when I import my new list. I want to keep the same lead owner for those duplicates, but how do i distribute the rest of the new leads?
Did ZOHO change how the "sent from" line in the emails looks?!?
I dont know when this could have happened but it seems that now when we send an email through the CRM, it has a sent from line that looks like the following. Owner=waterjetworks.com@zohocrm.com; on behalf of; Company Onwer [owner@waterjetworks.com] What should be a simple "Sent from = Onwer@waterjetworks.com" has been turned into a nearly 2 line thing. Is there a way that this can be changed. It looks very tacky
Email history not appearing under Contact's info
I am using Zoho as our company's email server, and using IMAP with Outlook or iPad email for my email client. Some of my colleagues can see the "received" emails under each of their Contact's info in CRM, however I cannot see any emails, it just says "No Records Found". What do I need to do to be able to see the email history for each contact in CRM?
Zoho mail issue
Hello, I set gmail integration with zoho mail and it worked properly on tests. But sice I started to work with it, I mentioned, that it sync. very slow or incorrect. For expamle, I don't see mails from one of my customers for the past 6-7 days. So I thin mails are not uploading properly. What is it about and how can I solve this problem? Xenie
How to disable the cloning for Potential Module?
Hi! Can you please help me in this? how can I disable the clone view in the potential module when I clone, the approvals are copied and all the information, is it possible to disable? Thank you.
Testing ZOHO CRM with Professional Edition, Can I test out 2- way sync with Google Mail and Google Calendar?
Hello, I am in the process of demo-ing ZOHO CRM Professional Edition to determine if our small business should move forward with a subscription. We primarily use Gmail and Google Calendar for email and activity-management. I would like to test the two-way syncing feature of Email and Google Calendar with the internal email and calendar in ZOHO. Is it possible to 2-way sync these features while in demo mode only? It does not seem to be working, and keeps prompting me to pay first.... Appreciate
Telephone Pop ups with ZOHO CRM have changed -- how to configure ?
I notice in the past few weeks the pop ups associated with ZOHO CRM have changed. The issue I am having is I cannot link completed call records to the ZOHO CRM record even if the information is correct. It is failing 100% of the time. In addition the new pop ups seem to be created new records for every completed call using the inbound telephone number from the caller. This feature is also not allowing me to link a record to an inbound call even though it says it can. Are they still working
Allow emails to sync to more than one contact at a time
Many emails are sent to multiple people, either all in the To field or in the CC field. There is no way to sync a single email to multiple users using the Outlook plug-in - the plug-in shows a string like this, but will not sync to it: name.one@company.com;name.two@company.com;name.three@company.com Using this example, if I want that email to show up in each recipient's CRM record, I have to sync it three separate times, one for each contact. This is a huge time-waster and uses storage space unnecessarily.
CRM Docs. How two bring them back?
Dear friends! We've used one very important file in crm docs, but then reduced crm status to the Basic again. For now we have no access to the file. How we can download it again and use offline?
Adding 'Product Description' to a Product Listed on a Quote
I have a list of 120 products. When someone creates a quote, they can pick from this list and add it to the quote. However, I would also like there to be a field containing a description of what that product is...in addition to its 'product name' and 'part number.' I am told this needs to be done manually for every quote? Is there a way for the description of a product to also get dropped into the quote automatically, just like the product name and part number do? I see a field on the quote for someone
How to retrieve product details from Quotes
I m intergrating it with asp.NET I would like to retrieve which product name is bought by which Potential Name I can see in Qoutes but how to do it
zoho apps for windows tablet
I haven't seen any news yet whether or not zoho or others are working on zoho apps for wondows tablets. I really need to have the' zoho crm app for my surface 3.
Service Industry for Invoicing, Purchase Orders and Sales Orders
We run a service business, we would like to be able to link multiple contacts (which we would service) to the purchase order and in turn send that to our employees as their services for the week (thus we would need multiple linking days for the calendar), in turn some would require multiple employees to work on the one job, however we do not want to make all scheduled jobs of all employees public for privacy issues.
Uploading a File under Leads as attachment from API
Hello, i'm trying to upload the file under Leads Module as an attachment, but i am unable to upload it here is my code $ch=curl_init(); curl_setopt($ch,CURLOPT_HEADER,0); curl_setopt($ch,CURLOPT_VERBOSE,0); curl_setopt($ch,CURLOPT_RETURNTRANSFER,true); curl_setopt($ch,CURLOPT_URL,"https://crm.zoho.com/crm/private/xml/Contacts/uploadPhoto?authtoken=".TOKEN."&scope=crmapi"); curl_setopt($ch,CURLOPT_POST,true); $post=array("id"=>$recordId,"content"=>"@path"); curl_setopt($ch,CURLOPT_POSTFIELDS,$post);
Next Page