How to send an account to another user
hi, i have finished what i need to do with an account i created how do i send this account to another user where it notifies that i have sent it to him?
Synchronising the Outlook contact categories into Zoho
Hi all I am starting to use Zoho a lot now, but have just hit what could be a total deal breaker for my company. Zoho uses Outlook's Category field to determine which contacts to sync. That's OK, I've set all business contacts to have the category "Zoho" as recomended. However, I also use this field extensively for other purposes. e.g. I use it to hold the market segment, the type of contact, the source of the original contact, etc. Currently, Zoho does not sync this field and its values, so this
Kevin at ZOHO is the best!
I have been not receiving my system generated emails for over a month now. I have about 5-10 new leads generated on my web form every day. Once a new lead is assigned I get a notification email. My hosting provider www.Bluehost.com told me that it was Zoho's fault, and zoho said it was a bluehost issue. after about a month of back and forth and playing "monkey in the middle" i finally was able to conference zoho and bluehost together. After several hours Kevin at zoho was able to show bluehost how
why doesn't my question appear in this forum - I have posted twice??
I have posted twice now and my question about label printing does not show up
Post-it
Hello, Does anyone, like me, feel the need to have kinds of post-it to stick on ZohoCRM desktop? A free text small window to write quikly some ideas, not to be forgotten. Because Zoho has become my desktop, it is a place where I would like to pin those Todo's that are not specifically related to Accounts or Contacts. I miss such a feature. Does it exist? I did not find it. I used to use a French CRM called Gestan that had this very useful feature, see attachment. Here is an example: Because I am
Importing attachments to zoho CRM
Hi, How can I import contacts with attachements in zoho CRM from XSL files? Regards;
Have been on free plan for a year and just got notice my "trial" is expiring tomorrow.
I have been on your free plan for the last year and Friday I received an email that my 15 day trial was expiring in 3 days?? I have a year's worth of info on this system. What is going on and how to I export everything before morning so I don't lose all customer information? I tried to select the Free plan and it defaults to my homepage.
Zoho sign up form looks bad
Hi There - I've created 2 form integrations for my website - the first one looks okay when I use the Embed code. The second one which is meant to capture emails and add them to our contacts so we can include them in our bulletins looks terrible. I can't use the <table> code that you guys have created (tables are outdated BTW) as it conflicts badly with my website theme I've placed it in the sidebar but the width and height is wrong. Can you please let me know how I get this subscribe form looking
Connecting Zoho CRM using Java(API METHOD: authentication token)
Hai, Now i am using the authentication token for Connecting Zoho CRM using Java .... While using method to get the Authentication token it shows response as # #Wed Jun 20 00:34:07 PDT 2012 CAUSE=EXCEEDED_MAXIMUM_ALLOWED_AUTHTOKENS RESULT=FALSE For What ? this cause happens .....
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?
Help Debugging Custom Function - Updating fields in a newly created Account record with data from Contacts
My goal is to populate fields in all newly created Account records with details in their related Contact field Note: We have customized names on our modules: Contacts=Deals, Accounts = Conversions, this creates some confusion because in Deluge you end up referencing both the Customized name and the underlying system name, but I think I kept things straight. Workflow Rule Trigger: When a New Account is created Criteria: Related Contact (is not empty) Execute Custom Action: // DName = the Related
Executing a Workflow with time-based Action for Imported Records
In my Zoho CRM, I have a Product Module workflow rule that executes on create, and also has a time-based action tied to the Product Sale End Date. It works perfectly on records that are created using the +Add Product button, but it doesn't work on imported records. How does the workflow need to be configured to work on imported records?
Sending emails from Outlook to Quotes
In the MS Outlook addin I can only send an email to Leads Contacts or Potential. Is there a way to sent to a quote entry so that i can connect all emails relevant to a given quote to the quote itself?
Creating a Boolean formula field on a date field.
I am trying to create a field that tells me the number of days since a date in a date field (Shoot Date), then once a different field (Moderation Fine Tune) is altered the field tells me the number of days between two date fields (Shoot Date, Published Live). Our internal processes dictate that a date including a "/" is put in Moderation Fine Tune when that step is complete. I have used that for a test in the Boolean part of the formula. If(Contains(${Potentials.Moderation Fine Tune},'/'),Datecomp(${Potentials.Published
I’m trying to setup zoho projects , says to generate key but that is greyed out
getting frustrated , is there are simple way to turn on projects the generate key is greyed out please help
Report
I am new to Zoho-I need assistance in creating a report that I can email. I have just finished calling all the Sobey's stores in the "Nadine" report & have made notes on all my calls-how do I create a report showing this that I can share/email with my events mgr?
Data Storage Limit
Hi, The Data Storage limit for the Standard version is 100,000. Is there a way to access the usage details? I tried accessing Data Administration from the Setup link, however couldn't get this detail? Regards, Srini
exporting appts into google calendar
Can I export my appointments in the calendar into Google calendar?
Mass Import of Vendors and Contacts Simultaneously
Is there a way to import Contacts and have the "Company" field on the import automatically create a new "Vendor"? My plan is to use Zoho CRM to manage my vendors, not as a sales CRM. My goal is to import my 400 existing vendor contacts as contacts while at the same time creating a Vendor that they are associated with.
Revenue Dashboard - Zoho CRM
I am trying to create a dashboard view (or any view for that matter) that shows revenues instead of order count. However, all dashboards and can only show data by record count. Any idea how I can change this to revenues?
Do all users have to have the same version of Zoho
We want our founders to have access to the mobile calendar, but your users in the office don't need that feature. Can we have users in standard and founders in professional?
Server not Connecting? Not Receiving E-mails?
I had this error message come up yesterday, The Server could not be connected. Check whether the Server is available to connect in the given name and port number. After waitning 24 hours and no reply from Zoho support, I stumbled onto the below, and this has worked, I can now get emails. Go to https://mail.zoho.com This will bring up your Zoho mail app add-on. Look at your primary e-mail address, mine was marked as 'disabled' for some reason, hover over the 'disabled' word and click on it to enable
Outlook only syncing owner contacts not all
Outloook sync with Zoho CRM is only syncing the contact owner records. I can't seem to get it to synchronize all contacts. I have set all contacts in data share to public read/write/delete. Can the sync allow the users to see all contacts?
Keep Track of Company Name Changes
Without looking I assume that this does not exist - other custom made CRM's in call centres i have used has this facility rather than adding the previous name as part of the accounts name, I would like this considered in your next update.
Subforms in Zoho CRM custom app?
Hey, does anyone know if it's possible to use subforms in a Zoho CRM custom app? I'm building a sales reporting module which will be quite similar to the quote module in Zoho CRM (which has a subformy style interface) but be higher level (product categories rather than individual products) and contain different information (needs to have revenue + profit margin for each line item). I want the user to be able to add an unlimited number of product categories. E.g. they might add these rows - Servers
Email sender name
Hi there, I seem to have the problem not to be able to change my sender name in general. All my information in the CRM is saying Jorian Bos, but while sending my emails it says KEPLAR.... What can I do, please help me!!? ;) Regards Joria
How do you delete obsolete Competitors?
I have been doing some testing to establish some best practices and procedures for using the Competitor's Section of a Potential. For the sake of expediency I created fictitious competitors. However, now that my testing is complete I want to remove these companies form the list to avoid confusion. I have searched the User Guide and I cannot find a way to do this. Does anybody have an answer?
How can i change the info fields below Client information
When i zoom into a customer you can see which contactpersons are affiliated with the customer. I would like to add an extra column to this field. Is that possible?
No daily report on week ends ?
I have scheduled reports on a daily basis I want to suspend the scheduling on week ends How can I do this ?
Can Zoho automatically create a new folder in Docs when an account is made in CRM?
Didn't seem to see how to do this, we have the $20 Zoho plan (or will potentially soon). Maybe I'm missing this but can Docs and CRM sync? So ideally, I make an account in Zoho, and it automatically creates a folder in Docs. That's the main thing that I want. What would be even better though is any files I save into that folder like using the desktop app, are visible from Zoho. Mainly just wondering if there's a way to have it automatically make folders. Thanks!
How do I export, modify and reimport data to CRM?
We need to export all our Accounts probably once a month as we run them through an external system that updates certain fields, then we reimport them to update the records. In Salesforce on import we choose to update existing records. I just exported all accounts from Zoho and I kept just the Account ID and Account Name fields, then put sample data in a few other fields and then ran the import wizard. I got the email saying 1 record has been added successfully. When I check Zoho though all it
automatic email after set time/date
Hello I have been working with the Zoho system for only a week now, so I am fairly new to it! I am trying to work out how to get a chain of emails to send - so the first email goes when a contact is added to the Leads, then the second email is automated to send after a set period of time, and another after that. Is this something to do with the Autoresponders, or am I looking at the wrong thing??? Look forward to hearing from you shortly
Duplicate Salutation Title in Contact Module
When creating a new contact the first name - salutation field which is part of the first name field has two lots of salutations i.e. Mr. Ms. Mrs. then Mr Ms Lady so two lots one set with a Dot and one without can i get rid of these (the is the predefined zoho field)? I hope it doesn't affect the ability to pull off a report for title's if i wanted to check for any blank ones.
Error 4834 when using the insertRecords method for Contacts
Hello, I'm trying to insert multiple contacts using the ZoHo API with PHP, but I receive an Invalid ticket ID error when trying to use the insertRecords method. The authtoken I'm using is correct and the same I use with the getRecords method, that works perfectly. Here is the POST data I'm sending: "authtoken" => $authtoken, "scope" => "crmapi", "newFormat" => "1", "duplicateCheck" => "1", "version" => "4", "xmlData" => <?xml version='1.0' encoding='UTF-8' ?> <Contacts> <row no="1"> <FL
Automatically sorting email into CRM potentials and Leads via tracking code or address
Hi all......I am moving from another CRM, and want to re-create one of the best features of that CRM here in Zoho: e-mail integration. What the other CRM did was allow me to email the customer/potential/lead/whatever from the potential/lead/whatever in the CRM (and therefore archive ALL correspondence) and the CRM added a tracking code somewhere in the mail message so that when the customer replied, that email was routed into the specific deal/opportunity/potential/whatever. Does Zoho work that
Permissions
I would like the content of some fields to be viewable only to certain users. As an Administrator, can I assign permissions to see data in a specific field?
Survey
I'm a newbie on this, could someone tell me if it's possible to do the following: I want to send out a survey to customers, then when the customer has filled out the survey I want the information to automatically load on the CRM, obviously on the relevant customer's page. Is this possible? Many thanks
Email function on Account as well as other modules
Hi I had noticed that the email function is on Contacts module, is there a way to show it on the Accounts Module, in a similar fashion as the "Show All Notes" tick box. As there doesn't seem a way to detect whether there are any emails linked elsewhere on the account module?
Modifying timestamp
I am using the notes field for describing meeting notes, notes of phone calls, general info about the company such as articles. Zoho adds a time stamp automatically. Is there a way to modify the time stamp? For example: If I create a note today about my meeting of yesterday, I would prefer if the time stamp could be set to yesterday so I know what date the meeting was when I read the notes a few months later.
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