raoul.plastiflex(2 - hours ago )Page: Your Wish List
Honestly I do not understand why incoming emails are not stored into the database (as the outgoing ones are) so that we can keep track of email exchange with customers.
this is really a big weakness for us.
Could you please change this in zoho mail
jepstein01(16 - hours ago )Page: Working with Cases
So - do you support email to case management?
practicetech(18 - hours ago )Page: Your Wish List
Could you please add an automatic date/time stamp to Zoho cases that are created? This would help our business out tremendously so that we can keep track of cases better and respond to the oldest ones first.
fguely(21 - hours ago )Page: Working with Products
Hi - I have products that are "kits" : that is they are built with other products. I would like to update the inventory when I sell a "kit" type product (kits are not in the inventory, only products are).
Do you plan to implement this in the future ?
(if I do not have this possibility I cannot manage my inventory from ZOHO)
Sincerely,
Francois
s.sadiq(22 - hours ago )Page: Working with Products
Thanks Vidya. I now have that sorted.
On to the next issue - having built the quotation with the appropriate tax, the price is showing to 14 decimal places. How do I convert it to 2?
Regards
Katrina
vidyapriya(1 - day ago)Page: Working with Products
@ Katrina, Please ensure that you have selected the 'Taxable' check box and selected the tax from the 'Tax' drop down field in the product tab which shows under the price information to assist you further. Regards, Vidya
s.sadiq(1 - day ago)Page: Working with Products
Hi - I have set up a Customised Tax Rate, but when I build a quotation, I get a message that the says "No tax associated with this product". Can you help? Katrina
eoin.su(2 - days ago)Page: Attach from Google Docs
Thanks very much folks!! I have a short list of features that you have to implement before I can recommend zoho to my clients, and every quarter you are getting closer.... SSO, now starting on the list of Google Apps integrations, I just can't wait until they are done (partic calendar/contacts... maybe integration with calendaring side of tasks....)
vidyapriya(3 - days ago)Page: Customer Support - FAQ
Hi, To get your API key please follow these steps: Goto Setup--->Admin settings--->Generate API key. For more information on this please refer the following link: http://zohocrm.wiki.zoho.com/Zoho-CRM-API.html Regards, Vidya
holistichealthcoach(3 - days ago)Page: Customer Support - FAQ
I would like to know how can I setup my Zoho CRm account to interact with my virtual pbx system with invox. I need the API key to set it up.
sprakash(3 - days ago)Page: Zoho CRM - Archives
Hi,
Yes, Zoho is completely online and you can work with Zoho from anywhere.
Regards,
Prakash
peterbalaji(3 - days ago)Page: Attach from Google Docs
Thanks for your feedback. Currently we don't have an ETA on Google Calendar integration. Stay tuned...
Peter
sprakash(3 - days ago)Page: Working with Quotes
Hi,
You can create custom quote templates from Setup ---> Templates ---> Inventory templates ---> New templates.
Regards,
Prakash
Guest(3 - days ago)Page: Contacts - FAQ
Hello,
Vendors include companies, people, and contractors from which your company procures products and services. They can be either direct manufacturers or resellers. So if your "contact" is anyway related to the "vendor", then you can include the "vendor name(field)" which is an optional one.
For more information on Vendors, please refer:
http://zohocrm.wiki.zoho.com/Working-with-Vendors.html
Regards,
John Maurice
pesaruramakrishna(4 - days ago)Page: Zoho CRM - Archives
is it not online
pesaruramakrishna(4 - days ago)Page: Zoho CRM - Archives
Hi am new user to zoho group can u suggest me in these things n interested in crm usage
myrsky(4 - days ago)Page: Working with Quotes
I am in the profession service industry and most of my quotes are custom made. Is there a way to create a custom quote without products? Something where I could list the item/service give a description and a price?
buddyt(4 - days ago)Page: Setting up Field level Security
Read only can not be edited
arpitcrl(6 - days ago)Page: Contacts - FAQ
What is the need of a "vendor" field in a Contact?
gmaestro(6 - days ago)Page: Attach from Google Docs
Well played team! Maybe we'll sync the Google calendar next? What is the ETA on that?
You're well on your way to becoming a CRM leader. Now just take care of the growing Mac user marketshare!
Excellent work!
jstreanor(7 - days ago)Page: Submit Your Apps
hi, we are looking for a live chat software to use for customer support that has integration with zohocrm. We need an enterprise class product, like liveperson, boldchat, instantservice, livechatinc, etc. Zoho's 'live support' chat product is far from enterprise. Please let us know of a product that works.
hilary.badoian_itbe.com(7 - days ago)Page: Your Wish List
I wish we could more customize the campaign tab. When you select an individual campaign and see the names of the individuals assigned to that campaign, I'd really like to also see the company name and title of the individuals listed. I don't need phone, mobile, or fax number listed here.
hilary.badoian_itbe.com(7 - days ago)Page: Your Wish List
I wish we could more customize the contacts info within a company record so not only the contact name, email, phone, and mobile appear but also their title. I don't need to see fax number here.
scottsklare(9 - days ago)Page: Your Wish List
Auto Responder needs a major makeover. Need the ability to put a contact on a tract, set it and forget it. The contact would automatically receive drip marketing emails for a specified amount of time. Right now it is way too manual of a process
francesco.mantica(9 - days ago)Page: Creating Formula Fields
Is it possible to create a formula that combined the "if" function with the "now" function? Basically one that puts a timestamp when a certain datafield is changed for the first time? For example when the email is first added to the system, a new formula timestamps when this action first took place.
Thank you and sorry if I put this comment in the wrong place.
scottsklare(10 - days ago)Page: Managing Autoresponders
It would be nice to automate this process. Select a criteria, say putting a contact on an auto responder "track" that would automatically send emails to the contact for weeks at a time. The way it is setup up now becomes a nightmare to manage. YOu have to manually, instead of automatically manage. Defeats the purpose of automating.
Field List Redundancy (Guest)(10 - days ago)Page: Leads - FAQ
One problem with the Flow process is that we are making changes to the field lists as our business grows. The way Zoho forms are currently configured, everytime I make a change in LEADS, I would have to go duplicate those changes in POTENTIALS, ACCOUNTS, CONTACTS, and so forth. Well either that or remain a disorganized mess.
Could it be possible to "check a box" and by doing so all the fields would remain consistent through all tabs, despite changes and updates?? If this function already exists, please point me in the right direction.
Thank you.
Zoho PDF Viewer Printing (Guest)(10 - days ago)Page: Leads - FAQ
Zoho PDF viewer displays PDFs well but does not print properly at all. Possibly retune this to function as a "PDF viewed in browser" rather than a "Flash filtered and distorted version of a PDF viewed in a browser"
THanks
haakonkalbakk(11 - days ago)Page: Attach from Google Docs
Useful! I think I will upgrade to Professional edition now. Especially since iPhone edition of Zoho CRM is expected end November.
nmo.marko(11 - days ago)Page: Attach from Google Docs
Really great innovation! Thanks Zoho I'm a big fan of your way of doing business! Is there a way or some work around to save received attachments directly to zoho docs?
taverner(11 - days ago)Page: Your Wish List
A few suggestions:
- Allow editing of the fields used in the company and contact 'quick create' pop ups
- With the Outlook plugin allow opportunities to be directly created from incoming emails
jimsams(11 - days ago)Page: Working with Zoho CRM Outlook Edition
I would like to have the sync process automated. Say sync contacts, tasks and calender once a day at 12:00AM.
The manual process and having to do each one individually is counter productive.
Guest(12 - days ago)Page: Leads - FAQ
EMAIL ADDRESS BUG - email field formatted as email has trouble saving on "field edit mode" but works fine on "page edit mode" - seems like a simple bug that should easily be fixed.
panacea_hs(13 - days ago)Page: Customer Support - FAQ
I am ready to sign up for the Professional version but I do have one question which will determine of ZOHO CRM will work for me. Some of my products are from business partners with whom I must share a weekly update of all sales in progress for their particular products only. As I look at adding new Potentials I do not see where I identify the specific product I am selling to that Account. How would I do this and will ZOHO CRM allow me to easily produce and print reports for each business partner showing status of all sales for specific products only?
weelpro(13 - days ago)Page: Working with Price Books
Same problem
how can I see or print the product's prices from a price book I created? it seems impossible.
jcoffey129(13 - days ago)Page: Working with Contacts
How do I let my salespeople view all company contacts?
plasticover(13 - days ago)Page: Working with Quotes
Defect Found! Steps to replicate:
1) Begin creating a quote - enter client contact details
2) Begin entering product details
3) Click to pop-up product name lookup screen
4) Click next to browse/find the product you are looking for
Expected: pop up would refresh with the next 10 products
Observed: pop-up says no products found. more than 10 products definitely exist in the database and the desired product can be found by going to the "products" tab in zoho CRM.
Can you please fix this asap? This essentially makes quotes broken for us since we can't choose already created products.
Thanks!
esryan(13 - days ago)Page: Zoho Mail Add on - Error Messages
Hi, I get this message when I try to click Zoho Mail Add-on, and I am the only user:
You are trying to activate Zoho Mail Add-on for more users which exceeds your license limit
vidyapriya(14 - days ago)Page: Zoho CRM Plugin for Microsoft Office - FAQ
Hi, Thank you for your suggestion. We will analyze about it. Regards, Vidya
vidyapriya(14 - days ago)Page: Working with Zoho CRM Outlook Edition
Hi, Thank you for your suggestion. We will analyze about this. Regards, Vidya
aronallenson(14 - days ago)Page: Working with Zoho CRM Outlook Edition
I would like the address info in Outlook to populate into the address area of the companies in Zoho. Rightnow it populates into the contacts area.
balaganesh.s(14 - days ago)Page: System Administration
To De-activate Unconfirmed users or other Admin account, click on "Edit" button next to the name of the user and uncheck the "Active" button
balaganesh.s(14 - days ago)Page: System Administration
Zoho CRM ID is the email address of the person to be added. The Admin can add a user by entering the email, but the user has to click on the access link from the invitation to create a unique username and password. The Admin cannot create the username and password for other users.
dextersl2(14 - days ago)Page: Zoho CRM Plugin for Microsoft Office - FAQ
In the next update can you also add the abbility to merge fields that have been "looked up" from another module.
vidyapriya(15 - days ago)Page: Working with Products
@ RG, Currently, we do not have the option, to separately disclose the two taxes on an invoice. However, we will analyze about it. Regards, Vidya
rgentleman(15 - days ago)Page: Working with Products
Hi. In this jurisdiction we have two taxes and each must be disclosed separately on an invoice. I cannot see how the customization features permit this.
RG
carol.cole.lewis(18 - days ago)Page: Your Wish List
500 emails a day is very unrealistic for an e-commerce business with a large contact list.
What about an API to integrate a Mass Email Provider such as Constant Contact or aWeber (my preference)?
brent665(21 - days ago)Page: Your Wish List
Please keep the header bar (lead, activity, contact, etc. tabs) in place so I don't have to scroll up every time I put in a note or activity.
vidyapriya(22 - days ago)Page: Activities Calendar
Hi, To select the number of leads and create a task please follow these steps: Goto the leads tab--->Select the check box for the relevant leads--->More actions--->Create task.
To mass update the task please follow these steps: Goto the activities tab--->Select the check box for the relevant task--->More actions--->Mass update--->Select the status field, update it and Save it. Regards, Vidya
ranjitk(22 - days ago)Page: Working with Forecasts
As a manager can I have an aggregated view of forecasts of all my sales team.
hilary.badoian_itbe.com(22 - days ago)Page: Your Wish List
I'm trying to export a report that gives me the contact details (including company name) for one of my campaigns.
I seem to be able to export contact info but it wont' allow me to export a company name. A contact person is not useful if I don't know what company they are associated with. Help!
hiltonfletcher(22 - days ago)Page: Zoho Mail Add on - FAQ
When I send an email from my gmail account, I don't see the email in CRM. They appear if I send them from Zoho mail. I prefer to operate from gmail if possible. I have my default email in Zoho set as my gmail account. The gmail account is also set in CRM.
djcrane(23 - days ago)Page: Leads - FAQ
I would like to organize the Leads page based on Contacts last name, so I could select "S" and see Leads with last name Smith, Sanders, Shinkle rather than Sam, Susan and Sally. I discovered that if is drop "First Name", I can get a listing, but only last name appears. It would be preferable to see the conventional format:
Smith, Bobby
Sanders, Joe
Shinkle, Amos
brenthc(23 - days ago)Page: Contacts - FAQ
What is the best way to handle inactive contacts? I want to eliminate them from showing on my active lists but still be able to keep the records for a history.
vidyapriya(25 - days ago)Page: Payments and Billing - FAQ
Hi, Yes, you can upgrade into Professional/Enterprise edition even if you have only two users. To upgrade please follow these steps: Click the Upgrade link--->Select the edition--->Select the number of user and Update the account. Regards, Vidya
vidyapriya(25 - days ago)Page: Leads - FAQ
Hi, With the help of web to lead form, you can capture leads from your web site into the Zoho CRM. You can create a form and host it in your web site. Information filled in the web form will be captured as a lead in your Zoho CRM account. For more information on this please refer the following link: http://zohocrm.wiki.zoho.com/Web-Forms.html Regards, Vidya
harimohan(25 - days ago)Page: Leads - FAQ
Can you explain Leads captured trough the web forms? Concept is not clear.
vidyapriya(26 - days ago)Page: Zoho Mail Add on - FAQ
Hi, When you click on email address in contacts, to have Zoho as default please follow these steps if you are using the Mozilla Firefox browser: Click tools--->Options--->Applications--->Mail to--->Select Zoho and click on OK. Regards, Vidya
rdewaterloo(26 - days ago)Page: Payments and Billing - FAQ
Can I upgrade to the professional if I only have two users so far?
graham.patterson(27 - days ago)Page: Your Wish List
Short wish list
I would really appreciate the ability to use the 24 hour clock rather than having to convert to am/pm format.
It would be great to be able to get to information that is shown on the screen in reports e.g. time stamps for the activities closed.
Ability to store emails easily from other apps would be a real boon.
I support idea of iPhone app.
Graham
ASE Consutling
richp123(27 - days ago)Page: Your Wish List
Would be cool to have a Zoho Sheet as a custome field type. Also, instead of just having attachments, it would be cool to have attachements as field types. We have certain required attachments and would be ideal to have "Upload Form A" and "Upload Form B", etc. We have enough to where it is confusing to have everything under attachments.
zohocrm123(27 - days ago)Page: Customize Company Logo
To add the company logo there must be at least 2 users in the CRM account. If there is only one user, then the Company Details would be disabled.
scottmorley(27 - days ago)Page: Zoho Mail Add on - FAQ
How do I make zoho email my default. When I click on email address in contacts I prefer to have zoho as default not thunderbird.
jober.ff(28 - days ago)Page: Your Wish List
Multiple email address support:
I understand there is the ability to add an additional email field to a contact, but the functionality here needs to be drastically revised. Currently, this second email address does not log under the contact email history, nor is it available as a send address when using the Send Mail button within CRM.
We recently migrated from GoldMine. I hate GoldMine, but there is one thing they did well: Email. I suggest copying them. Change the email field to an editable picklist, this is much more user friendly than having to add an entirely new field to every contact record because one person has 2, 3,.. n, email addresses. If the email is currently associated to the contact, then all email communication from that address should also be associated to the contact. This will also solve the problem of losing email= histories if a contact changes their email address, as you'll no longer have to replace the address.
I don't know about everyone else, but this is a major issue for us.
Thanks -
redyellowblue(29 - days ago)Page: Activities Calendar
Hi I need to be able to do the following:-
Select a number of leads create a task for these leads in one action then update these task and create a new one for all of them in one go?
I.e. Task 1 = Send email to a list of leads, completed task as Sent, then new task is Follow up phone call. This to be done in bulk.
vidyapriya(32 - days ago)Page: Working with Invoices
Hi, Currently you can integrate Zoho invoice with Zoho CRM with the help of API key. However, it is not a tight integration. We will provide the tight integration in our future updates. For more information on this please refer the following link: http://blogs.zoho.com/general/zoho-invoice-integrates-with-zoho-crm Regards, Vidya
maheshkumar(32 - days ago)Page: getAllRecords Method
Dear prezentacje,
You have to give "sortOrderString=desc" not "sortOrderString=sort_desc". Sorry for not mentioning it in the help documentation. I have updated it now. Kindly check it and let us know.
Regards,
Mahesh,
(Zoho CRM Team).
senthamil(32 - days ago)Page: getSearchRecords Method
Hi reiher,
I have added some more use cases for the getSearchRecords method.Kindly refer the "More examples" section above and revert, if you still need any clarification.
Regards,
Senthamil
[Zoho CRM Team]
vidyapriya(32 - days ago)Page: B2C Tutorial
Hi, Currently we do not have this option. However, we will analyze about it. Regards, Vidya
vidyapriya(32 - days ago)Page: Working with Invoices
Hi, Currently we do not have this option. However, we will analyze about it. Regards, Vidya
vidyapriya(32 - days ago)Page: Sending and Receiving Mail
Hi, I believe that you would like to have all your CRM contact in your Zoho mail. If so, sorry currently it is not possible. However, we do have plans to provide this in our future updates. Regards, Vidya
prezentacje(32 - days ago)Page: getAllRecords Method
i tried combinations:
1.
http://crm.zoho.com/crm/private/xml/Events/getRecords?loginName=mmigroup@biznespakiet.pl&apikey=mmigroup.biznespakiet.pl&fromIndex=1&toIndex=200&sortColumnString=Start DateTime&sortOrderString=sort_asc
2.
http://crm.zoho.com/crm/private/xml/Events/getRecords?loginName=mmigroup@biznespakiet.pl&apikey=mmigroup.biznespakiet.pl&fromIndex=1&toIndex=200&sortColumnString=Start DateTime&sortOrderString=sort_desc
Still geting same sorting order :(
Best regards, m
prezentacje(32 - days ago)Page: getAllRecords Method
Hi, Can you explain what are possible values of sortColumnString and sortOrderString.
What does it mean in eample -> sortOrderString=sort_desc ?
Best regards, m
will.reiher(32 - days ago)Page: getSearchRecords Method
It's unclear how searchCondition should be formatted from the example above. Could you give a more concrete example using both parameters?
will.reiher(32 - days ago)Page: getAllRecords Method
I'm happy to see some updates here - though the 50 API calls per day limit on the new getSearchRecords function is troubling.
alhi_admin(33 - days ago)Page: B2C Tutorial
A flaw in this guide is that if you only use Contacts and you create Quotes, Sales Orders or Invoices from Contacts--it does not automatically copy the address of the Contact but instead still looks up the address from the Accounts module. Hope there is an option to copy address from Contacts.
rmitton(33 - days ago)Page: Working with Invoices
Hello, I have input my products, and I am testing invoicing. I have pretended to sell some products, adding a quanity of 3 of one product to the invoice. Then, pretending a customer calls and says they want to cancel their order, i delete the invoice.
but when i delete the invoice, the system does not put the products on the invoice back into inventory.
thnx for the help.
markagibsonswitch(34 - days ago)Page: Sending and Receiving Mail
How do I find the email address of a contact to put it in the To field? I am expecting all of the Contacts to be listed automatically in my ZohoMail Address Book but I don't see them!
Thanks a lot
ztg003(35 - days ago)Page: Your Wish List
• Integration of other Zoho apps/services.
• Better Attachments File recognition. When I try to attach a MacOS "numbers or pages or keynote" file, it failed to attached it.
maheshkumar(36 - days ago)Page: API - Submit your Feedback
Dear Ben,
You can use the method "getRecordById" to fetch a single record using the id value. Below is the url for calling the method.
http://crm.zoho.com/crm/private/xml/Leads/getRecordById?ticket=TICKET&apikey=APIKEY&id=RECORDID
Kindly try this and let us know.
Regards,
Mahesh,
(Zoho CRM Team).
vidyapriya(39 - days ago)Page: Activities - FAQ
@ Stu, Currently it is not possible to share Zoho CRM calendar and sync with Blackberry. We may analyze and provide this in our future updates. Regards, Vidya
vidyapriya(39 - days ago)Page: Working with Quotes
Hi, Thank you for your suggestion. We may analyze about it. Regards, Vidya
vidyapriya(39 - days ago)Page: Managing Notes and Attachments
Hi, Thank you for your suggestion. We may analyze about it. Regards, Vidya
crmasiasolutions_andy(40 - days ago)Page: Workflow Management - FAQ
I had confirmation from Zoho on #2 just this week: it is NOT possible to send auto workflow emails to external contacts or leads or people who report cases.
This is a shame because this would be great for stuff like meeting reports, support contract renewals etc. Zoho, please do implement this feature - it has numerous benefits and I am sure your competitors Salesforce do it!
As a workaround, I implemented this solution:
I created a rule that triggered an alert based on a field (date, status etc), which sent the email for the client to the OWNER of the record, with a simple Attn: OWNER NAME: Please forward to client" at the top of the email... This way the owner ie the sales manager for example, gets the email deletes the instruction line, then fowards it to the client. Not typing etc required. Not perfect, but it works and is a simple enough workaround until Zoho can implement this feature.
francesco.mantica(41 - days ago)Page: Your Wish List
4) Wiki
5) Better reporting / BI
6) Rich Text Editor in the Notes Section
francesco.mantica(41 - days ago)Page: Your Wish List
1) Email dropbox like highrise (37signals)
2) Edit mode in the attach doc
3) IN attach: Create docs instead of having to upload them!
pubworks(41 - days ago)Page: Managing Notes and Attachments
The NOTES facility in Zoho is totally inadequate.it's the worst of Zoho! The customer needs the ability to modify the fields and customize this function. Too much of the NOTES display is devoted to date and time information that basically useless.
grandassistance(44 - days ago)Page: Activities - FAQ
Hi, can I sync my calendar with my blackberry?
Can I share my Calendar? Thanks, Stu
wizardwifi(45 - days ago)Page: Working with Invoices
REALLY IMPORTANT TO ME (I'm not too embarrassed to beg):
Could you please incorporate ZOHO INVOICE within ZOHO CRM so that I can customize and track my payments.
As standalones, you all deserve accolades but they urgently require close integration. I have done all sorts of tests importing data from ZOHO CRM to ZOHO INVOICE but the import mapping is not comprehensive, which makes it all but impossible (i.e. too dangerous to rely on) to automate.
I'm sure I speak for thousands of your clients when I say that it's not really about the cost (though that's always at the back of one's mind) but more about your development team integrating all the wonderful features of INVOICE into CRM.
By all means keep INVOICE as a separate package for those small businesses who don't have the time to learn CRM from scratch but, for the rest of us, PLEASE integrate it.
I urge any of my fellow ZOHO customers reading this to post a brief note here if they agree, in order to stress the importance of such a feature.
Always appreciative of your lateral thinking, talent and sheer number of hours in front of a screen,
Stephen Ritson.
wizardwifi(45 - days ago)Page: Working with Quotes
May I just add my voice to this - I need to be able to customize quote/sales order/invoice templates too.
In my case, I want to keep zoho in English but I want the template (i.e. what I send to the customer) to be in Spanish. It seems that all you hard working zoho guys and gals need to do is give us the option to create a template just as we do with reports, etc.
With best wishes.
netbilling(46 - days ago)Page: API - Submit your Feedback
Hi Mahesh,
How can I be informed when single record retrieval has been implemented, if it hasn't been already?
Thanks,
Ben
area3consulting(46 - days ago)Page: Your Wish List
iPhone app please.... really need it. need to work mobile.
vidyapriya(47 - days ago)Page: Activities Calendar
@ Vaughn, Currently it is not possible to associate an event with multiple contacts. However, you can invite multiple contacts for an event. Regards, Vidya
vidyapriya(47 - days ago)Page: Activities - FAQ
Hi, Currently we do not have this option. However, we may analyze and provide this in our future updates. Regards, Vidya
swoop80(47 - days ago)Page: API - Submit your Feedback
Wow - great stuff. Thanks! But, I do have some questions (which I have sent to you in an email - with TXT file attached). My main question has to do with what exactly this while loop is achieving for me:
while($row = mysql_fetch_array($result, MYSQL_ASSOC))
{
$xmlData = "<Contacts><row no=\"1\"><fieldlabel value=\"First Name\">{$row['customers_firstname']}</fieldlabel>"
."<fieldlabel value=\"Last Name\">{$row['customers_lastname']}</fieldlabel>"
."<fieldlabel value=\"Email\">{$row['customers_email_address']}</fieldlabel></row></Contacts>";
}
maheshkumar(47 - days ago)Page: API - Submit your Feedback
Hi,
Below is the sample php code for inserting a contact record. You can check it and let us know.
<?php
$dbhost = '127.0.0.1:3306';
$dbuser = 'root';
$dbpass = '';
$conn = mysql_connect($dbhost, $dbuser, $dbpass) or die ('Error connecting to mysql');
$dbname = 'oscom';
mysql_select_db($dbname);
$query = "SELECT customers_firstname, customers_lastname, customers_email_address FROM customers";
$result = mysql_query($query);
$xmlData = "";
while($row = mysql_fetch_array($result, MYSQL_ASSOC))
{
$xmlData = "<Contacts><row no=\"1\"><fieldlabel value=\"First Name\">{$row['customers_firstname']}</fieldlabel>"
."<fieldlabel value=\"Last Name\">{$row['customers_lastname']}</fieldlabel>"
."<fieldlabel value=\"Email\">{$row['customers_email_address']}</fieldlabel></row></Contacts>";
}
mysql_close($conn);
echo $xmlData;
$ticket = "";
$fp=fopen("http://accounts.zoho.com/login?servicename=ZohoCRM&FROM_AGENT=true&LOGIN_ID=YOURLOGINNAME&PASSWORD=YOURPASSWORD","r");
while ($data=fread($fp,4096))
{
/*foreach($data as $key => $value) {
print "$key => $value\n";
}*/
$temp = substr($data,strpos($data,"TICKET")+7);
$ticket = substr($temp,0,(strpos($temp,"RESULT"))-1);
}
$fp=fopen("http://crm.zoho.com/crm/private/xml/Contacts/insertRecords?ticket=".urlencode($ticket)."&apikey=YOURAPIKEY&xmlData=".urlencode($xmlData),"r");
?>
Regards,
Mahesh,
(Zoho CRM Team).
admin.ivirtual(47 - days ago)Page: Working with Purchase Orders
I need to understand how to configure the modification of the stock units and order pending, as I have change the status field with spanish wording and now I can not track inventory changes.
Thanks and regards!
douglas.partners(48 - days ago)Page: Your Wish List
Two votes: one for the iPhone app and one for better Mac support thru Google Calendar or iCal. Great product!
kellyaspires(48 - days ago)Page: Your Wish List
access to Zoho CRM from a Blackberry!
swoop80(48 - days ago)Page: API - Submit your Feedback
Thank you, Mahesh... but I had already tried per the example that you noted - and it did not work. HOWEVER, someone from your company did send me another idea (in my email) and I tried that approach (which is far different) for retrieving my contacts ... AND THAT ONE WORKED!
So - now, I just need to figure out how to insert a new contact...and then how to do an "update" of that SELECTED record after that. Do you have working PHP examples of that? Thank you.
maheshkumar(48 - days ago)Page: API - Submit your Feedback
Dear swoop80,
You can directly call the Zoho CRM API methods from your php code. No need to authorize the websites. You can refer the PHP example in the API documentation.
http://zohocrm.wiki.zoho.com/Zoho-CRM-API-----Examples.html
Kindly check it and let us know.
Regards,
Mahesh,
(Zoho CRM Team).
swoop80(49 - days ago)Page: API - Submit your Feedback
I tried to retrieve (via PHP) the two (manually entered) Contacts in my Contact file. I was able to do it via direct usage (using my Browser and typing in the values needed in the URL)...but won't work via PHP. Does the site that I'm calling from need to be somehow "authorized" in my ZOHO account before it will work? If so, how do I do get my calling sites authorized? Thanks.
vnystrom(49 - days ago)Page: Activities Calendar
Hi... Can I associate an event with multiple contacts?
Great product!
...Vaughn
maheshkumar(49 - days ago)Page: API - Submit your Feedback
Dear brad.sileo,
Currently, we don't have any XSD/ XSLT s for the xml response from the Zoho CRM API. We will analyze regarding this and let you know.
Regards,
Mahesh,
(Zoho CRM Team).
gabefaraone(50 - days ago)Page: Activities - FAQ
we use the invitee feature to invite Users and Contacts to scheduled meetings. is there any way for the invitee to "Confirm" or "Reject" the invite?
wizardwifi(50 - days ago)Page: Your Wish List
PLEEEAAASE add the following feature asap (I'm getting so much pressure from colleagues who just don't understand CRM/relational databases because of this). I also have no doubt that the following tweak would be of benefit to ALL Zoho CRM users:
Just as I can use TWO data groups as the basis for a report i.e. ACTIVITIES + CONTACTS (though I hope you will enhance this to allow EVERY FIELD to be included)... I URGENTLY need you to allow me to add more fields to a customised ACTIVITY view.
My specific reason: we're a brand new internet via satellite company. As you (and my fellow ZOHOers) can imagine, my colleagues expect miracles from me (and therefore you) in admin. It's immediately become apparent that the guys on the road categorise leads/clients BY ADDRESS. If I say, "have you seen Mr Johnson?" they stare at me with blank aggression. However, if I say, "have you been to Nº 14 Jupiter Avenue?" they pretty much know who I'm talking about.
So, when I'm preparing an ACTIVITY summary list for them, I REALLY REALLY need to be able to include the street (mailing street in the default) in the grid summary.
And, while I'm on my knees, I'm sure I speak for all when I request the ability to OPT for advanced search, allowing us to locate data in ANY field. As things stand, if a colleague on the road refers to a street number, rather than a contact/account name, I'm reduced to browsing an entire list view (having alphabetically sorted by STREET field).
Final thing for now before regaining my dignity, please allow us to save a list view/report AFTER we have chosen the default FIELD/SORT ORDER. i.e. I make a report, then click to sort by, for example, street name, THEN I save, so that when it is opened, it comes up automatically in THAT order.
I wouldn't be so grovelling if I didn't think your time tweaking this would be of benefit to ALL your clients.
In the hope of a prompt resolution,
Best regards,
Stephen Ritson
wizardwifi@zoho.com
shouliha(51 - days ago)Page: Your Wish List
Hello, I think a crucial element (unless I've missed something) is task reminders that can be scheduled on a particular time. It would be very helpful.
Thanks,
Sean
gopal(52 - days ago)Page: Contacts - FAQ
Hello,
Sorry for the incomplete answer. For more details on Zoho CRM customization for B2C, please refer:
http://zohocrm.wiki.zoho.com/B2C-Tutorial.html
Best Regards,
Gopal
servicetocustomers(53 - days ago)Page: Contacts - FAQ
what is the full answer of question 2?
for more details refer to:
to what?
reuven.kleinman(53 - days ago)Page: Your Wish List
When a phone number is clicked, instead of automatically invoking skype with a set format, allow users to define what will be done with the number.
For example, I use Jajah, and would like to invoke a URL page in the format:
"http://www.jajah.com/call/?s=%2b972-2222221&d=%2b33-4565555&quickDialMember=true"
gguerra3(54 - days ago)Page: Working with Price Books
how can I see or print the product's prices from a price book I created? it seems impossible.
vidyapriya(54 - days ago)Page: Working with Invoices
Hi, I believe that you would like to customize the pdf of the invoice. If so, sorry currently it is not possible. We may analyze and provide this in our future updates. Please revert me if my understanding is wrong. Regard, Vidya
brad.sileo(54 - days ago)Page: API - Submit your Feedback
I am trying to work out a way to use the API to extract data into an Access database or Excel spreadsheet for furtehr analysis. This would be easier if there were XSD or perhaps soem XSLTs provided to transform typical record formats, like sales orders or potentials into a format that works well with these apps. Do you have anythign liek this, or know of any examples of an spreadshet that can pull data from the CRM api?
charles_cantineau(55 - days ago)Page: Working with Invoices
How can i personalise the pdf version of my invoice?
vidyapriya(55 - days ago)Page: Working with Contacts
Hi, Please refer to this sample script and add it in your web page along with
your Web form :
<script>
function randomgen()
{
var rannumber='';
for(ranNum=1; ranNum<=6; ranNum++){
rannumber+=Math.floor(Math.random()*10).toString();
}
document.getElementById('varifyNum').innerHTML=rannumber;
document.getElementById('varifyNumHidden').value=rannumber;
}
randomgen();
//Varification number genarate code End here
//Validation Start Here
function validateForm()
{
var thefrm=document.contactForm;
alert(thefrm);
if(thefrm.enterVerify.value=="")
{
alert("Enter your Verification Code");
thefrm.enterVerify.focus();
return false;
}
else if(thefrm.enterVerify.value!="")
{
if(thefrm.enterVerify.value!=thefrm.varifyNumHidden.value)
{
alert("please Enter Currect Verification Number");
randomgen();
thefrm.enterVerify.select();
thefrm.enterVerify.focus();
return false;
}
else
{
return true;
}
}
else
{
return true;
}
}
</script>
and add the following tag at the end of the form
<tr>
<td style="font-family: sans-serif; font-size: 12px;"
class="feature-border" align="right" nowrap="nowrap"
width="29%">Verification Code:</td>
<td class="feature-border" align="left" valign="middle"
width="66%"><input name="varifyNumHidden" id="varifyNumHidden"
value="701469" type="hidden">
<input name="enterVerify" id="enterVerify" type="text"> <div
id="varifyNum" style="font-size: 14px; font-family:
Arial,Helvetica,sans-serif; font-weight: bold;"></div></td>
</tr>
and also change the form tag as "<form
action='http://crm.zoho.com/crm/WebToContact' name="contactForm"
method='POST' onSubmit='return validateForm()'>" instead of "<form
action='http://crm.zoho.com/crm/WebToContact' name="contactForm"
method='POST' />"
This will help you to prevent the spam.If you need any further
assistance
vidyapriya(55 - days ago)Page: Working with Leads
Please refer to this sample script and add it in your web page along with
your Web form :
<script>
function randomgen()
{
var rannumber='';
for(ranNum=1; ranNum<=6; ranNum++){
rannumber+=Math.floor(Math.random()*10).toString();
}
document.getElementById('varifyNum').innerHTML=rannumber;
document.getElementById('varifyNumHidden').value=rannumber;
}
randomgen();
//Varification number genarate code End here
//Validation Start Here
function validateForm()
{
var thefrm=document.contactForm;
alert(thefrm);
if(thefrm.enterVerify.value=="")
{
alert("Enter your Verification Code");
thefrm.enterVerify.focus();
return false;
}
else if(thefrm.enterVerify.value!="")
{
if(thefrm.enterVerify.value!=thefrm.varifyNumHidden.value)
{
alert("please Enter Currect Verification Number");
randomgen();
thefrm.enterVerify.select();
thefrm.enterVerify.focus();
return false;
}
else
{
return true;
}
}
else
{
return true;
}
}
</script>
and add the following tag at the end of the form
<tr>
<td style="font-family: sans-serif; font-size: 12px;"
class="feature-border" align="right" nowrap="nowrap"
width="29%">Verification Code:</td>
<td class="feature-border" align="left" valign="middle"
width="66%"><input name="varifyNumHidden" id="varifyNumHidden"
value="701469" type="hidden">
<input name="enterVerify" id="enterVerify" type="text"> <div
id="varifyNum" style="font-size: 14px; font-family:
Arial,Helvetica,sans-serif; font-weight: bold;"></div></td>
</tr>
and also change the form tag as "<form
action='http://crm.zoho.com/crm/WebToContact' name="contactForm"
method='POST' onSubmit='return validateForm()'>" instead of "<form
action='http://crm.zoho.com/crm/WebToContact' name="contactForm"
method='POST' />"
This will help you to prevent the spam.If you need any further
assistance
vidyapriya(55 - days ago)Page: Working with Invoices
Hi, Currently it is not possible to lock an invoice as you have mentioned. However, we may analyze and provide this in our future updates. Regards, Vidya
vidyapriya(55 - days ago)Page: Activities Calendar
Hi, Thank you for your suggestion. We may analyze and provide this in our future updates. Regards, Vidya
vidyapriya(55 - days ago)Page: Workflow Management - FAQ
Hi, Thank you for writing to us. We have update it. Could you please check it again and let me know for further assistance. Regards, Vidya
vidyapriya(55 - days ago)Page: Managing Web Forms
Hi, In the web page when your customer gives the information and clicks on submit you will get the information into your Zoho CRM. For more information on this please refer the following link: http://zohocrm.wiki.zoho.com/Web-Forms.html Regards, Vidya
vidyapriya(55 - days ago)Page: Working with Products
Hi,
The product price is the buying price which you enter in the product area.
Currently for the commission rate we have given it as $ and not as % However, we may analyze and provide this in our future updates.
The commission relates to the markup from the product cost. Regards, Vidya
vidyapriya(56 - days ago)Page: Frequesntly Asked Questions (FAQ)
Hi, To merge the duplicate contacts please refer the following link: http://zohocrm.wiki.zoho.com/Working-with-Contacts.html#Merge_Duplicate%C2%A0Contacts Regards, Vidya
vidyapriya(56 - days ago)Page: Working with Invoices
Hi, To change the invoice number according to your requirement please refer the following link: http://zohocrm.wiki.zoho.com/How-Tos---Inventory-Management.html Regards, Vidya
aeachon(56 - days ago)Page: Your Wish List
i would like to see zoho track any changes that were done by a user and list the changes in the contact record.
It would be nice to have a tab that allows us to upload documents that are commonly used for our business, such as, sales document, brochures and applications.
maheshkumar(59 - days ago)Page: API - Submit your Feedback
@Ben
We are providing the API for fetching a single record using its ID in the next immediate update (by this week end).
@Guido and @Ben
Currently, API for adding/updating attachments is not available. We will definitely try to implement in our forth coming updates.
@Jan
You can get the id of a record by using the getAllRecords method. After that, you can use that id to update that record. Hope this helps.
Kindly revert, if you still need any clarification.
Regards,
Mahesh,
(Zoho CRM Team).
jtenorio(59 - days ago)Page: Working with Invoices
How do we change the invoice number?? Right now it is way too many numbers and it does not go in sequence.
evelam(60 - days ago)Page: Working with Products
Is the product price - selling or buying price you should enter in the Product area?
Why does the commission rate become a $ value when it is a %? Why is the field Currency and not %?
Does the commission relate to sales persons commission or the markup from the product cost (my first question) or mark down?
rfaithful(60 - days ago)Page: Your Wish List
Please make ONE BUTTON that makes all Lead, Potential, Account, and Contact field lists and page layouts IDENTICAL. I understand many users will want shorter forms for leads and more expansive ones for Accounts, but it would save a tremendous amount of time for me if the field list and page layout for LEADS were AUTOCLONED on all other sheets. I do understand I can start the field off in all categories, but changes that follow are not updated universally. This would be a big help, thank you!
kdbadmin(61 - days ago)Page: Managing Web Forms
I have created a web page using the Web-To-Lead information, now could you please tell me how to capture the information into Zoho CRM from my web-page?
georgi.b.stoilov(61 - days ago)Page: Working with Contacts
How can I put a security image in order to prevent contact info submission from computers?
georgi.b.stoilov(61 - days ago)Page: Working with Leads
How can I put a security image in order to prevent leads submission from computers?
anoop.bungay(61 - days ago)Page: Workflow Management - FAQ
i agree on comment re question 2
can we auto send emails to contacts or leads using workflow rules
rhenrich(61 - days ago)Page: Your Wish List
I'd like to see an dropbox ala 37 Signal's Highrise. I can't seem to figure out a quick way to get outgoing emails from my Outlook into Zoho.
This would help so much!!!
gguerra3(61 - days ago)Page: Working with Invoices
How can you lock an invoice so that when you print it, no one can modify it or delete it any more?
guidomazzanti(61 - days ago)Page: API - Submit your Feedback
Hi.
Is there a way to update/insert attached files for modules like Quotes? i.e. uploading a file to a specific quote via APIs.
Thanks,
Guido
p.ellenbeck(62 - days ago)Page: API - Submit your Feedback
Hi,
I am new to the Api. I want to try the updateRecords method, but I have no idea how to get the spezific record-ID. Is it the account-ID?
Do i have to do use getAllRecords first, than find the correct entry, than get the accountID, and after that i can do an update?
I use xml and php. Thx for help
Regards
Jan
sunrise2010(62 - days ago)Page: Activities Calendar
Why don't Calender show events for their length? For example, When an event is created that begins at 5pm and ends at 8pm, on the calander it only blocks the hour within the start time, why doesn't it display over the entire time period?
netbilling(62 - days ago)Page: API - Submit your Feedback
Hi,
How can I retrieve just one record specified by ID, rather than returning many and then parsing on my end? This creates a lot of overhead.
Also, is it possible to add attachments through the API? I'd like to attach various files to accounts, but don't see a way to do this.
Thanks,
Ben
vidyapriya(63 - days ago)Page: Manage Subscriptions - FAQ
Hi, I believe that you have created your own account with the email address and now you have to use the same email address for your organization's CRM. If so, kindly close the account which was created by you if it is not necessary. To close the account please follow these steps: Goto Setup--->Personal settings--->My Zoho account--->Close account.
Please note: Once you close your account all the data in your account (including other Zoho services) will be deleted.
After closing your own account; please ask your Zoho CRM administrator to re-invite you. Regards, Vidya
vidyapriya(63 - days ago)Page: Activities Calendar
Hi, Currently we do not have the feature mentioned by you. However, we may analyze and provide this in our future updates. Regards, Vidya
dkoeneman(63 - days ago)Page: Your Wish List
I would like to see a version that includes multiple contacts on the potential records.
dkoeneman(63 - days ago)Page: Your Wish List
I would like to see a desktop version with online sync.
dkoeneman(63 - days ago)Page: Your Wish List
I would like to see a sync solutions with mobile devices for contacts, calendar and tasks.
redstarfireandsecurity(63 - days ago)Page: Customer Support - FAQ
As a Director I have customized my settings for PO, Sales orders and invoices etc....
How do I then copy these templates into the other user accounts
Thanks
javier.molina(63 - days ago)Page: Manage Subscriptions - FAQ
How can I cancel my personal suscription to Zoho CRM? My ID can't be added to my organization's CRM
vibe.admin(64 - days ago)Page: Workflow Management - FAQ
I can't see how the answer to number 2 ('send external emails') addresses the question. The answer describes how to assign leads to users and doesn't describe how to send external emails.
ericvalance(66 - days ago)Page: Activities Calendar
Do any of the follow features exist in Zoho CRM or are they on the road map?
1. Ability to SEND Outlook Meeting Notices from within ZohoCRM. This makes sense as we are using ZohoMail Add On and not using Outlook anymore. But our customers use Outlook and require meeting notices.
2. A Calendar Tab on the Top Tabs
3. Ability to add other Activities to the Calendar. Currently you can only add Events which is ok but sometimes it would helpful to add To Dos and Calls etc onto the calendar as well.
Thank you
gbazeley(66 - days ago)Page: Your Wish List
I would love to have the ability to scroll through tasks, calls or emails. For example, when click on a call to view the notes from your call, it would be nice to be able to click a "next" or "back" button to see the details of the next call or event, without have to go back and choose another entry.
Alternatively, you could have a "view history" option for each subgroup so you could click on View History for all your calls/events, or all your emails and it would open a window with all the details laid out historically for a quick overview.
vcbilotta(67 - days ago)Page: Your Wish List
I would like to be able to attach emails from Outlook to “potentials” just the same way you can attach emails to “contacts.”
Currently Under Potentials, emails get attached only if it is done through Zoho but we are only using Outlook for now.
Thank you.
gabefaraone(67 - days ago)Page: Your Wish List
recently migrated from SF to Zoho and I'm impressed with the additional features. however, i really miss iPone connectivity and integration with my Google Calender - would love to see both ASAP.
eyewrapz(68 - days ago)Page: Your Wish List
I would love to see a Customer Portal so my customers can access this (Administrator defined) information (Prior invoices, order history, last purchase, and place new orders, etc...) via log in ID and Password
maheshkumar(69 - days ago)Page: API - Submit your Feedback
@nareshnichani,
You can replace the "&" symbol with "&" and for other special characters, you have to enclose the value within the CDATA ie.,
<fieldlabel value="Email"><![CDATA["+value+"]]></fieldlabel>
Hope this helps.
Regards,
Mahesh,
(Zoho CRM Team).
nareshnichani(70 - days ago)Page: API - Submit your Feedback
Hi,
We are using the Zoho API to generate Leads in Zoho from a web page. This works well for most use cases.
If the company name or address has a "#" or "&" we get an exception.
This is the exception we are getting --
"Unable to parse XML.XML document structures must start and end within the same entity."
Any ideas on how to work around this?
chris_ithomitis(70 - days ago)Page: Your Wish List
Seems simple, but why can't Zoho track my email to verify (see) if they are opened (post sending) or let me how many times those emails are 'touched'. Simple feature in SFDC.
sbentz1(70 - days ago)Page: Setting up Field level Security
So what is the difference between
Visible, and Read Only.
why do you want to make it "Read Only" if you are to make it Visible and when others can still see the information?
pauljkirk(73 - days ago)Page: Working with Quotes
Need to be able to design and edit fields on the quote. Add description in a single line of the item quoting with the list price and discounted price all on one line.
robesau(73 - days ago)Page: Working with Quotes
So we would love to use ZohoCRM for our Quotes but we cannot edit the Quote templates in a way that works. We have followed the instructions and try editing the templates in Zoho and with HTML editor. We have contact ZohoCRM support and even spent time working with support representative online and they were not able to help. The last thing they said was that they need to work with Zoho engineers and then get back to us. Of course a month has gone by and there is no response back from ZohoCRM. Is anyone using Zoho Sales Quotes that works with anything other than the standard template. We really only need to have a few items changed but this system for quoting seems so limited. It would be great if ZohoCRM would put some more development effort into the Quoting.
Any help would be appreciated.
marconey(73 - days ago)Page: Working with Price Books
Why can't this concept of "Price Books" be applied markups as it is being applied to discounts?. In my case, as I am sure in others', a typical scenario is this: In the line item of Sales Order or Invoice, I want to be able to pick up a product from Inventory and the system should not only list the unit price but also the marked up list price next to it - the current Price Book mechanism allows this EXCEPT that the Price Books only apply discount not markup. Can this markup mechanism be applied similarly?
warrenvw(74 - days ago)Page: API - Submit your Feedback
I figured out that the parameters are case sensitive so when I was calling the insert method I was referring to the xmldata parameter with a lower case d and not as follows: xmlData.
Hope this helps!
vidyapriya(74 - days ago)Page: Customer Support - FAQ
Hi, Currently we do not have an option to see all users 'Recent items' on the left column instead of your. However, we may analyze and provide this in our future updates. Regards. Vidya
vidyapriya(74 - days ago)Page: Zoho Mail Add on - FAQ
Hi, Yes, we do have plans to provide the email template in Zoho mail as it is in the Zoho CRM in our future updates. Regards, Vidya
vidyapriya(74 - days ago)Page: Zoho CRM - FAQ
Hi, Currently we do not have an option to add a new tab. However, we do have this in our road map and will provide this in our future updates. Regards, Vidya
vidyapriya(74 - days ago)Page: Activities - FAQ
Hi, Please ensure that the time zone is correct by following these steps: Goto Setup--->Personal settings--->Account information--->Click edit--->Check the country locale and Save it. If still the issue continues please send us your convenient date and time along with your contact number to support@zohocrm.com; so that we shall have an online meeting to troubleshoot the issue. Regards, Vidya
createdevelopment(75 - days ago)Page: Your Wish List
Two words: Mailchimp integration!
PLEASE PLEASE PLEASE PLEASE PLEASE! Their forums are full of questions about integrating with you guys, and google is full of lists of top 10 resources for small to medium companies and both of you are on every one!
Please find a way of integrating with them so that they can access my contacts and leads, and any changes through them as a result of opt out and new contacts can recorded in zoho crm.
PLLEEAAASSEE!
tommy2808(75 - days ago)Page: Activities - FAQ
Also why are reminders only available in the paid version. When I compare the features I did not see this was a difference.
Is there a way to get an e-mail reminder the day of?
delpacifico(75 - days ago)Page: Your Wish List
It would be nice if you could map field data across modules.
For instance a telephone number field in the prospects module that syncs with the contact module. Or Notes and descriptions that sync with the contact modules. It's more productive for some people.
twnisbett(75 - days ago)Page: Your Wish List
I would like multiple users per activity - if there is a phone call with a contact, but I have two of my company's people on the call, I want that event to show up on both users' calendars.
digibyte01(75 - days ago)Page: Customer Support - FAQ
How can I view all users 'Recent Items' on the left column instead of just mine? This way, I am signalled if another user has added or amended an item.
servicetocustomers(76 - days ago)Page: Zoho Mail Add on - FAQ
Is it possible to create and add an email template in zoho mail add-on, the same way which is done for email templates in zoho crm?
The only thing I found was the "save template" button which moves it to the save template folder, but I might as well create that on my own.
Would be really great if you could create the same functionality you have for templates in zoho crm!
/Josie
warrenvw(76 - days ago)Page: API - Submit your Feedback
Good Day
I am really struggling with getting the insertRecords api to work. Can you confirm what the contentType of the request must be? Secondly, do I need to add the the apikey and Ticket as parameters to the request or do they need to form part of the URL with just the xml data as a parameter? I can confirm I am using a POST and I have tried various contentTypes and various combinations of the parameters but just keep getting a 4500 Error Code returned. I would really appreciate some help on this, maybe if I could see some code as to how one accomplishes this it would help me.
Thanks in advance.
i3systems(76 - days ago)Page: Zoho CRM - FAQ
Can Zoho CRM add a new Tab function, let say 'Project Management' please? It would be very helpful if it can work,
Best Regards,
- i3-vietnam.com
colinpositionmeonline(76 - days ago)Page: Activities - FAQ
We have been slightly disappointed with the Actvity reminder feature. It seems that reminders are not being sent out per our time zone - the reminder does get sent out but it is not according to our time zone. I have gone through all users and have ensured that all activated users are on the correct +8GMT time zone. Can you please check this for me? Colin www.positionmeonline.com
johnyucel(81 - days ago)Page: Your Wish List
Want to be able to change the email-addresses for a user
And also have users from different email domains to share the same CRM
vidyapriya(82 - days ago)Page: Activities Calendar
Hi, When meeting are set in one time zone of the user they automatically land the appropriate time in another time zone on another calendar of the user. Regards, Vidya
vidyapriya(82 - days ago)Page: Working with Products
Hi, When you send the invoice for the product to your customers the product will be automatically deducted. Regards, Vidya
gguerrab(83 - days ago)Page: Working with Products
If I sell a service that requires the usage of certain products I have in stock, how can the stock be automatically updated?
thanks,
GG
vidyapriya(85 - days ago)Page: Contacts - FAQ
Hi, Currently we do not have an option to add more than one contact to a lead. Regards, Vidya
nmo.marko(87 - days ago)Page: Your Wish List
It would be a big time saver to have possibility to change values in a list view and not only in a detail view.
This quick edit is possible in Adwords recent upgraded interface. There I can change keyword bid in right in a keywords list, without need to go to another page as it was in a previous Adwords interface. I really don't imagine Zoho CRM without current ajax editing for certain fields! I don't remmember when I used last time that grey "edit" buton at the top of detail pages (contacts, accounts, inventory modules...). I use only ajax field edit. So, I think this suggestion to edit from a list view would mean a big increase in usability and time saving.
neelmanic(87 - days ago)Page: Your Wish List
I want to be able to see the emails sent to leads from Zoho account(which is connected to Google Apps) in the sent mails of Apps account.
chuck_sena(87 - days ago)Page: Your Wish List
First Idea - Allow creation of Leads fro existing accounts and contacts. Set it up so that you can then convert the lead without creating duplicate accounts and contacts. We use the potentials tab for opportunities that have passed through our lead scoring/qualifying process. Adding this functionality will dramatically reduce data entry and database maintenance.
Second Idea - Allow workflow rules to send alerts to the record owner. This will allow people to create workflow rules on a wider range of tiopics. Our company has 30 users. With the limit of 20 workflow rules per module that means is we need to customize a workflow for each user we can only effectively create ONE rule, and apply it to only 2/3 of our users.
Third Idea - Allow users to define the width of columns in Views. Currently the number of characters in the field label and the number of labels in the view determines the width of each column. This makes creating custom views very cumbersome and many fields are often hard to read.
Fourth Idea. FIX THE WORKFLOW RULES. Right now the only way a workflow alert for a date based trigger functions properly is if you create the record on the date of workflow trigger. This makes it quite useless as a reminder.
Fifth Idea - In the e-mail alerts triggered by workflow rules include a hyperlink to take you directly top the record that triggererd the workflow alert. The only way to currently have this functionality is to create a workflow task, which then creates more data entry and reduces productivity.
eaudevie(88 - days ago)Page: Your Wish List
We would really like to have the Zoho Creator data base functionality integrated into the CRM, with access to the applications within the CRM as well as the ability to synchronise data from COntacts/ Potentials/ Leads etc via drop box field mapping.
Eventually integration with reporting, both ways, would also be very nice.
maheshkumar(88 - days ago)Page: API - Submit your Feedback
Is there anyway I can have a response with the ID after inserting so I can use to update the insert?????????
Currently, we are giving the record ID, created by and modified by along with the response after inserting the record. You can check it and let us know.
Regards,
Mahesh,
(Zoho CRM)
helenstacey(89 - days ago)Page: Contacts - FAQ
Can I add more than one contact to a lead?
gopal(89 - days ago)Page: ZohoCRM Printing Mailing Labels
Hello,
Alternatively, please try our Plug-in for Microsoft Office to create address labels in Avery 5160. For more details, please refer:
http://zohocrm.wiki.zoho.com/Zoho-CRM-Office-Plugin.html
You can also download the Avery 5610 template (DOC file) from:
http://zohocrm.wiki.zoho.com/attach/1.0/Zoho-CRM-Office-Plugin/Address%20Label%20Template.doc
Product Video: http://www.zoho.com/crm/office-plug-in.html
Best Regards,
Gopal
gopal(89 - days ago)Page: API - Submit your Feedback
Dear Andy (CRM Asia Solutions),
We are working towards this end and publish some real-time business scenarios with proper test programs in another 15 to 20 days. In the meantime, please let me know if you are looking for any specific e-commerce solution integration with our CRM service.
Best Regards,
Gopal
(Zoho CRM)
crmasiasolutions_andy(89 - days ago)Page: API - Submit your Feedback
Could you add some non technical examples and diagrams of how this function could be used with e-commerce and specifically property bookings in combo with a crm? I think it can help me, but am finding the content in this section too technical! C-level demos and examples would be great. Thanks.
blakewells(89 - days ago)Page: Your Wish List
First I love zoho,BUT its missing one critical element in their crm.That is,you cannot do a simple mail marge,with your leads etc,and address a #10 envelope and letterhead. The other is,the layout of their label template is not correct for use in the United States,so its useless to me.
It crucial for salesman to be able to easily mail their clients.
PLEASE HELP,the microsoft office plug in ,is not hacking it.
strojan(90 - days ago)Page: ZohoCRM Printing Mailing Labels
I agree on the Avery 5160 labels!
pegasusmagazine(90 - days ago)Page: ZohoCRM Printing Mailing Labels
It is crazy that you can not print on different avery standard label. I think this really needs to be change SOON.
pubworks(91 - days ago)Page: Activities Calendar
We all work remotely in different time zones. Is there a way to set up our calendars so when meetings are set in one time zone they automatically land at the appropriate time in another time zone on another calendar?
vidyapriya(91 - days ago)Page: Zoho Mail Add on - Error Messages
Hi, Please select a new mail box by following these steps: Goto Setup--->Add ons--->Mail add on--->Select the mail address from the select mail box and Save it. Regards, Vidya
bertoni(91 - days ago)Page: Your Wish List
When preparing an Invoice/Purchase order/Sale order - It would make life much easier if free text will also be available to enter for each product.
Thanks!
riiflex(91 - days ago)Page: Your Wish List
I use a Mac. I can sync Google calendar to ical, so I need a Mac based solution to sync Zoho CRM's calendar to Google OR a way to synch Zoho CRM's calendar to iCal.
I see this as a major drawback to Zoho CRM. Any way to make either of these work for mac users?
Also a vote for an iphone app.
thank you,
chris.cwp(91 - days ago)Page: ZohoCRM Printing Mailing Labels
Avery 5160 labels, 3 column, 10 down. 30 per page. This is the most popular label size of all. Why do you not offer a layout for this? The size you have is no good for #10 envelopes.
chris.cwp(91 - days ago)Page: Your Wish List
How about a way to add a note to each contact/lead/account that is mass emailed? If I send a mass email to 100 leads the only way to note it is to manually add a note. Very hard. Maybe I'm missing something.
AND iPhone App is GREAT idea
ca2reid(94 - days ago)Page: Integrating Gmail with Zoho CRM
when i go back to the add-in to specify that i wish to use the google account as the default in zoho crm it just crashes and shows a blank page for https://crm.zoho.com/crm/ZMailConfig.do?action=checkConfiguration
Normally it shows something else.
lroers(94 - days ago)Page: Your Wish List
I second the request for an iPhone App.....GREAT idea!
lroers(94 - days ago)Page: Your Wish List
I'd like to have the ability to associate a photo with the Contact file - much easier to remember people that way!! please please!!??
antciv(95 - days ago)Page: Your Wish List
Zoho for Android!!!!
maheshkumar(95 - days ago)Page: API - Submit your Feedback
I was successfully sending leads using the api method insertRecords for about a week. Then all of a sudden I started getting an Invalid Ticket Id response.
Are the ticket IDs only good for a certain amount of time?
Do you need to generate a new Ticket ID with each request?
It seems like needing an API key and a Ticket ID for each post is overkill.
How do you get around this?
Yes, you are correct. It is valid for only seven days. You can generate the ticket id once the API call returns the response as "Invalid Ticket Id" and you can call the same API with the newly generated ticket. Please, do not generate the ticket for every request. Hope this helps.
Regards,
Mahesh,
(Zoho CRM Team).
john.brimble(95 - days ago)Page: Your Wish List
I'd be very interested in a Zoho CRM iPhone app. Thanks for considering this "wish list" request!
search12social(95 - days ago)Page: API - Submit your Feedback
Is there anyway I can have a response with the ID after inserting so I can use to update the insert?????????
dgotko(96 - days ago)Page: Zoho Mail Add on - Error Messages
What about, "Mail Box (name@xxxxxxx.com) you have configured earlier is not reachable. Please select a new "Mail Box"."
bhazen(98 - days ago)Page: Zoho CRM - QuickBooks Integration
Any updates on release date?
Guest(106 - days ago)Page: System Administration
How can we do multi currency?
vidyapriya(112 - days ago)Page: Payments and Billing - FAQ
Hi, You can pay through your check and also you can do wire transfer. Could you please send a email to sales@zohocorp.com so that one of our sales rep would call and assist you. Regards, Vidya
jsjupiterfl(115 - days ago)Page: Payments and Billing - FAQ
I want to get an invoice and mail you a check. We don't have a company credit card and don't plan to get one.
vidyapriya(148 - days ago)Page: Frequesntly Asked Questions (FAQ)
Hi, To fulfill your sales process please follow these steps:
Step 1 : Remove the mandatory for account field by following these steps: Goto Setup--->Lead settings--->Edit page layout--->Mouse over the account--->Click Edit--->Uncheck the mandatory check box and Save it.
Step 2 : Click one of the lead from the leads module and convert the lead to the potential. For more information on conversion of leads please refer the following link: http://zohocrm.wiki.zoho.com/Working-with-Leads.html#Convert_Leads_to_Other_Sales_Records
Step 3 : When your potential is closed you have to manually create the account by clicking new account. Regards, Vidya
bwalsh66(150 - days ago)Page: Frequesntly Asked Questions (FAQ)
My sales process is lead - potential - account. How do I take the information I have inputted for a lead and copy it into a potential and then once the potential closes I copy the info into an account.
Thanks
sophwell(154 - days ago)Page: Zoho CRM Plugin for Microsoft Office - Installation Procedure
I imported my contacts into ZOHO CRM from a csv file created in Outlook, but most of the addresses are not showing up. I am testing the Sync with Outlook function, and that does not seem to be working either.
How can I get my addresses in Outlook imported into ZOHO?
Thanks
Jamie
shahul_advent(189 - days ago)Page: Zoho CRM Plugin for Microsoft Office - Installation Procedure
Dear Carlos,
We are working to integrate Zoho CRM with Zoho Writer for Mail Merge functionality.
Once this functionality is implemented, then you can able to perform the mail merge operation in any operating system.
Kindly bear with us in the mean time.
Thanks & Regards
Shahul
[Zoho CRM Team]
cmarquez(191 - days ago)Page: Zoho CRM Plugin for Microsoft Office - Installation Procedure
Are you considering adding the pluging for MAC users?
Best regards,
Carlos Marquez
Upsidecorp
vidyapriya(236 - days ago)Page: Payments and Billing - FAQ
Hi, Please email us your contact details along with your login ID to support@zohocrm.com to get your Zoho invoice. Regards, Vidya
barthulley1(237 - days ago)Page: Payments and Billing - FAQ
How do I get a copy of my Zoho invoices ? I wasn't sent one this month!
pbrining(237 - days ago)Page: Best Practices
I am concerned looking at some of the feedback about Zoho. It seems that Zoho appears is a far inferior product to salesforce ... I have little confidence that it will rapidly close the gap. I can't afford to go with a product that never quite cuts the mustard - I'd rather pay a bit more and get the finished article.
Please correct me if I am wrong as I've only been using Zoho for a couple of weeks.
Thanks
Phil
paolobassetti(261 - days ago)Page: Best Practices
I really agree with Jan's comment here! The application is cool, but the support site is embarrassing to say the least, and the answers are systematically vague, making decision whether to go for zoho or not a really tough one!
I think you should focus more on customer support and documentation on one side, and commit to a clear roadmap, else my fear is that business models will evolve more quickly, making the saving against salesforce.com totally irrelevant.
Paolo
myjavak(365 - days ago)Page: Best Practices
Hi Selci and thanks for message. Its good to hear, that you are planning to implement it. Do you have any idea, in what time period this might be done? Days, weeks, months?
Just to give you one more important detail on this. In our business, the students pay the fees in installments. Every 6 months one installment (if the student is enrolled in longer course), so for our business it would be very useful if the CRM would remind us about the installments pending ...
But of course, most important is the information about when do you plan to implement this business model, as I allways get info from your support, that "you plan to implement it", but not really, if it will be implement in short time (so we can wait), or not really ... As I mentioned in other threads, we would be happy to participate financially on the implementation if it could help things to be done fast ...
Best regards.
Jan
scselvi(365 - days ago)Page: Best Practices
Dear Jan,
Sorry for the inconvenience caused . The feature you are requesting is currently not available .
We already having this in our roadmap . It will be implemented in our future updates.
Thanks & Regards,
Selvi
(Zoho CRM Team)
myjavak(366 - days ago)Page: Best Practices
Hi.
And what about the scenario, once business is based on the commissions from sales. F.e. we sell study programms to our clients and get paid on the commission basis. In some cases, we deduct the commission and pay the vendors NET price. In some cases, we pay the vendors the full price and then charge them the commission.
Does Zoho count with such scenarios as well?
Thanks in advance for reply.
With kind regards.
jan
rogerborges(377 - days ago)Page: Best Practices
Customizing your ZohoCRM by industry:
- Real Estate (link)
- Consumer goods (link)
- Service providers (link)
- Healthcare (link)
- Durable goods (link)
- Insurance (link)
- Advertising (link)
mike@subtilecommunication.com(652 - days ago)Page: System Administration
Why do you have to add two employees to Zoho before you can enter Company Details? Does this mean I need to leave the Administrator account alone and add myself (the sole employee of my company) as a secondary user?