move to a different domain
Good day! I have one question. I am now starting to work with clients on the account. manager2.ru. Is it possible in the future all the accumulated basis, including the notes to contacts, settings, messages, move to a different domain? There is a tool full of archiving data. Maybe with the help of this tool I can do the transfer? I ask, because in the future the domain name will change, and I would not want to lose the data and the history of work with clients. Sorry for the translation. But, I hope,
Product information from API request
Hello, From our API request we can get the following data: - To which account a contact is related. But we can not see: - To which products a contact is related. - To which accounts a product is related Is there a way to get this info from the API request? We need this in order to combine correct products to the correct customer in our own database. Kind regards, Bo Thygesen
How to list accounts or clients or leads by user?
Hi I am wanting to reduce the number of user accounts - but prior to doing so need to check that no clients are assigned to the user still so we don't lose any important information from the database. Can anyone advise how to list leads/contacts/accounts by user?? And, yes, I am an adminsitrator... Thanks Robert
The De-Activation does not show up when I put mouse on user in Setup>User area
Hi, I am trying to de-active user in the Setup>User area. When I put my mouse on top of the user, the de-activate does not appear. It does appear for users that have not confirmed yet. How do I de-activate user please.
Restrictions on custom fields
Legend in the top of field pages say you can add up to 130 custom fields. But I get the error message while creating some: "Custom Currency & Percentage Fields exceeds the limit of 15. Hence cannot be created." When I changed the field to decimal, the same message was displayed. What are the restrictions on the fields you can create? Can I only create 15 numeric fields of any type? Thanks
How to get the Account products including the 'Support Expiry Date' with the CRM API?
The account products can be obtained using: Products/getRelatedRecords?newFormat=1&parentModule=Accounts&id=<AccountID> But the result does not include the 'Support Expiry Date' field. <?xml version="1.0" encoding="UTF-8"?> <response uri="/crm/private/xml/Products/getRelatedRecords"> <result> <Products> <row no="1"> <FL val="PRODUCTID">831527000000061031</FL> <FL val="SMOWNERID">831527000000061001</FL> <FL val="Product Owner"><![CDATA[eharrington]]></FL>
Adding a "Zoho mail add-on" user appears to have reset all existing mails previously listed in CRM?
I have used the Zoho mail add-on for CRM for a long time now, and I am happy to be able to see any mail correspondence with a contact in CRM just by scrolling down to the "Emails" section. However I have recently purchased an additional license for the mail add-on because we have a new user, and after activating the new extra license all existing mail information in the CRM appears to be reset or erased or what you want to call it. It is things like this that makes a user/administrator kind of nervous..
How do I make closed potentials drop off the list?
How can I make closed/won and closed/lost potentials drop off the main potentials list and get saved somewhere else where I can go back and view both categories separately? Also, is there any way I can send out email alerts when potentials are closed?
Loss of Contact due to Lead Conversion
We have a situation where a Lead was converted into an existing Account, but no corresponding Contact record was generated. We have lost the Lead/Contact. Has anyone else experienced this? I have not been able to recreate the scenario. Please advice. Thank you in advance.
About the ordering or accounting best practice
We are doing small tea business right now.We are thinking of changing the CRM system( high-rise system) to make the ordering process more efficient since it is repetitive and time-consuming. These are the ordering processes below. 1,Make a New Client Form- The New Client Form is a simple excel document that holds all information needed for a new client. This completed document will end up being attached to the email they send in Step 2. 2,Sending the order via Email- After completing the New Client
Zoho CRM on Windows Mobile
Dear Zoho, I have just started working with Windows Mobile on my smartphone and I would like to install the Zoho CRM app on it. Are you developing an app for this platform? If so, when do expect to release it. Marco
Different phonenumbers possible?
Hi Guys, is it possible to user more than one telephonenumber with Zoho PhoneBridge? Every Agent in our company has 2 different phonenumbers for different projects. We have actually 1 extension per user in Phonebridge. So is it possible to give every user a second phonebridge with the second phonenumber? Or is it not possible to use 2 numbers in ZPH at the same time? bR from Vienna!
update potential settings
where do you find it in setup?
ACCOUNTID cannot be retrieved from getSearchRecords
I am using the getSearchRecords method on Contacts to get contact data. If I set selectColumns to All I get all data fields including ACCOUNTID and SMOWNERID. However, if I set selectColumns to (CONTACTID,ACCOUNTID,SMOWNERID) I get neither ACCOUNTID nor SMOWNERID data fields. Is this a bug?
How to sync Zoho CRM with Zoho Campaigns?
Hey everyone, I've now got an account with zoho campaigns and zoho CRM, but cannot sync the two. I have placed the ZSC code within Zoho campaigns and apparently their synced. But when im in zoho CRM, I cannot see any data from the campaigns? Can anyone please help?!!
Connect event with potencial
Hello. How to connect an event created directly from account to potencial in that account. Reason: We have a lot of events with customers and some of them begins a potencial. Best
Create a directory in Google Docs with Webhooks
hello, is it possible to create directory in GDocs with Webhooks ? thanks
Integrate ZOHO with Zillow or Cyberhomes
Hello, I am looking for someone with some API experience that can some how create a button near the address field that when clicked will capture all of the address and paste that information into www.zillow.com or www.cyberhomes.com, is this possible? Thanks, Aaron Meilich 916.439.2421
Private Calendar
How can I stop my calendar from being shared with my sales team? I currently have two-way synchronization setup with Google Apps but I don't want to share my calendar in Zoho CRM with anyone else. Can I change this? I am the account administrator for our Zoho CRM account.
Parent and Child relationship within a Potential
Hi team, I have few clients that are wholesalers. They have POTENTIAL which go through tender process by their resellers. Now if 5 or 10 reseller bids for this tender only 1 is going to win. Now its not ideal to have 5 or 10 different potential as it is only 1 potential. Same quote will go 5 or 10 different reseller (in this case Account or Contact). So there is only 1 true potential. But by adding a potential to all the clients the pipeline is scewed and it would be wrong as the expected revenue
Cannot download attached document
I have attached a document (I have tried pdf and xls so far) to an Opportunity but now cannot open it either in a viewer or as a download. Have tried and failed in both Chrome and IE. The hand appears, implying there's a link, but no action when I click on it.
Data Management
I would like to have a way to view data stored by user and a quick way to delete files or items that may no longer be needed. Currently you can only determine how much data a user has against their profile, but no good way to manage it efficiently.
Contact address/Company Address synch
We have been using the database for a month now and was wondering without re-entering our data if there was a way to get the contact address to show up in the company as well. All our contact addresses are actually the company address. Is there an easy way to do this? Any help would be greatly appreciated
Sales Order by Owner
Hello, I am trying to create a report from Zoho with Sales order by owner. I have administrator privaleges but it says contact the administrator. We have paid for the professional edition but I can't manage to get the report. The profiles show al of th eboxes ticked so i don't understand the issue. Any help would be great
Question: Controlling account access with subordinates - so some are shared and others are private.
I am the CEO of a small technology business and need to keep some of my sales accounts and associated contacts, activities, and events private, while sharing other accounts with with my subordinates. I thought there might be a simple check box within the accounts form to do this, similar to the "share emails" check box that is within the contacts form, but there is no such box. I also thought of making my accounts, contacts, and activities private, and then assigning any shared accounts to my subordinates.
Importing contacts and store it both in Accounts and Contacts
Dear Zoho CRM forum, We are at the moment implementing the Zoho CRM system into our business, and we have several list build up over the years. Many of these lists are sorted in Company, First Name, Last Name, Phone, Email, Title etc. What I would like to do, is to first create the company account and then create the contacts from each company. How can I do that most efficient? Thanks! Janus WCL
Help using Zoho to track client email conversations
Howdy Zoho experts- We are Zoho CRM users and Zoho Projects users. I would like to find a way to use Zoho to track all client email conversations. Ideally this would integrate with my Google Apps email, such that I could review all conversations threads from my domain to a given set of email accounts. For example: ClientOne has jenny@clientone.com, and jimmy@clientone.com. While my individual employees will have direct email conversations with Jenny and Jimmy, I would like a management dashboard
Why are emails separate from activities?!
Why does Zoho CRM treat emails separately from activities? Every other crm allows them to be reported on together with calls. Activities should be for logging any communication with a client. Is there any way to report these together and integrate them into dashboards together? Ugh!
How to change language words and Carrier?
Hi! Just getting started and I found that some words are translated wrong in the swedish language. "Quote" for examle is "Offert" in swedish not "Citation" as the default translation is. How do I change the translation? I realy do want to be able to send Quotes (Offerter) in the swedish language but as it is now nobody will understand what "Citation" means. My second question is how do I add other carriers than the ones that are in the scroll list? or choose not to have a carrier at all, deliveryterm
hyperlink logo
Hi is it possible to make our company logo in zoho crm somehow to a hyperlink to our company website or is there any other function for this matter thanks
Can't Send Mail
I've checked all of the 'send mail' topics and unless my account is blocked from sending mail the Send Mail button isn't working. It is not opening separate tabs or pages. Any help is appreciated.
why can't i see my question!
I'm trying to post a question and can't see it, can anyone else see this?
Activities
I've just started using Zoho and am a little confused how I log a simple activity such as an email being sent to an important client, or performing a sales visit, etc. It appears the only activity I can add is a phone call. Would be good to know what I am doing wrong.
Reseller
Can anyone tell me what 'reseller' stands for under account type, when setting up an account?
Hide field, only visible through setup
Hi. I'm trying to import a .csv file. I added all the necessary fields that I want to show when I am in accounts, contacts, etc. However, I need to import some "internal information" that I don't want to show with the other information. Is there the option to have a hidden field so that I can use it for the import an then just acces to it via setup, layout? Any other solution for this import problem? Thanks a lot.
How to reduce screens and dates for tasks and reminders?
When creating a task you are presented with a simple screen and a Due date, however if you want a reminder you just use a second screen and enter another date. Can this be simplified to only utilize the Due Date or combined the two screens? Cheers, Larry
automated PDF attachments for workflow module
Dear Zoho, I would like to propose the following idea: Wouldn't it be great that when an invoice is made, the contact (or other invoice-related account) automatically receives that invoice (as an attachment) in his email? Keep up the good work. Kind regards, Jimmy van Dijk (the Netherlands)
Problem with Pop-Up Info
While I'm viewing my activities, if I move my mouse over a "related to" name their contact info pops up, which is helpful, except when it pops up right over their name when I'm trying to click the link. That happens semi-regularly. And when it does happen, backing the mouse off and trying again gets me the same result. I'm not sure what causes this because sometimes it works like a gem, info pop-up to the bottom left of their name. Other times it is a bear.
Build custom apps - question re application
Hi I am using Zoho CRM and Zoho Creator separately. I run a web development company. I use Zoho CRM Accounts to hold client data. I was using additional fields to hold information about the website (domain, hosting location, account type etc). The problem is that some clients have more that one website. Could I move the website data to a custom app in Zoho Creator? Could I link one ZOHO CRM account to more than one record in the ZOHO Creator app? Thanks Brendon
Automation is not working.
Dear Support The option of automation in ZOHO CRM is not working. As, I set the criteria that if i get the Lead from India, it should be assigned to let's say (X). But its not working. Please guide me how to resolve this.
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