Is it possible to reverse the order of my Notes? The flow is currently Oldest Note to Newest Note. So if I have three pages of notes I cannot easily see the latest notes entered.
Commented By: Jim (1 - hour ago), Page: Managing Notes

PLEASE HAVE A IPHONE COMPATIBLE VERSION OF THE CRM
Commented By: Guest (3 - hours ago), Page: Zoho CRM Wish List

Hi Selvi and thanks for reply again. I appreciate that.

I am affraid I have quite a few things to get solved and it is not likely to be solved just by support center in reasonable time. (even I may be wrong?! - if so, please let me know :) )

As we are quite serious about Zoho (I can imagine future Reseller cooperation if changes in the system would be possible), again question -

a) is there option for developers, where we could do the needed changes by ourselves

or

b) do you have your own proffesionals, which we could hire to implement our needs.

Thanks in advance for reply and I wish you great rest of the day.

Jan
Commented By: myjavak (6 - hours ago), Page: Customize Invoice Template

Dear Jan,

You can create different templates for invoice module and use the templates while sending emails from invoices.

The feature for listing the products based on catagory is currently not available in our CRM System. We will implement it in our future updates .

Yes , As mentioned you cannot work with the required fields.

Please send all your requirements to support at zohocrm dot com(support@zohocrm.com).

Thanks & Regards,
Selvi
Commented By: scselvi (7 - hours ago), Page: Customize Invoice Template

Sorry, currently it is not possible to break down the forecast on each individual products.

Peter
Commented By: peterbalaji (8 - hours ago), Page: Working with Forecasts

Currently not available. We will take this up in our future update.

Peter
Commented By: peterbalaji (9 - hours ago), Page: How Tos - Workflow Management

@ Geraldine: Yes, your understanding is correct. We are planning to release a full fledged campaign management by 1Q of 2009.

Peter
Commented By: peterbalaji (9 - hours ago), Page: Working with Campaigns

Hello Zoho Team,

When a new record gets inserted through an api call we following in response

<response uri="/crm/private/xml/Contacts/insertRecords">
−<result>
<message>Record(s) added successfully</message>
−<recorddetail>
<fieldlabel value="Id">3*****38</fieldlabel>
<fieldlabel value="Created Time">2008-11-19 07:26:53</fieldlabel>
<fieldlabel value="Modified Time">2008-11-19 07:26:53</fieldlabel>
</recorddetail>
</result>
</response>

Can you also provide some more fields like "Created By" and "Modified By" parameter values as this values can used in further record creation ?

As the Created By field indicates the owner name of the Zoho account holder. Therefore this field value is needed to be user to create a new record through and API call.

Thanks,
Sameer
Commented By: Sameer (10 - hours ago), Page: Zoho CRM API

@ Vivek - We don't change the amount based on the stages. We change only "expected amount", because stages are tagged with probability and expected review is calculated based on probability & amount.

Once the leads are converted we still show under leads. However, when you click on it, we say that lead has been already converted. We cannot show in leads as well as accounts/contacts & potentials. The use case will not work out.

Regards,

Peter
Commented By: peterbalaji (11 - hours ago), Page: Zoho CRM - Online Help

@ Ayesha: You can create a additional custom field under "contacts" as "Contact type" and categorize it based on your business process. To add the custom field, goto setup--->contact settings--->field list--->add new custom field--->select pick list as a field type and add the values.

This will show up under your contact page layout. You can run reports & create custom views based on these values as well.

Hope this helps.

Regards,

Peter
Commented By: peterbalaji (12 - hours ago), Page: Zoho CRM - How Tos

@Darshan:

Audit logs feature is not currently available. This is planned for our future updates.

Regards,

Peter
Commented By: peterbalaji (13 - hours ago), Page: Zoho CRM - Online Help

@Ed: Sorry, we have fixed this issue and will be updated in our next major upgrade.

Regards,

Peter
Commented By: peterbalaji (14 - hours ago), Page: Working with Contacts

Can you create forecasts for individual products?
Commented By: Guest (20 - hours ago), Page: Working with Forecasts

Hello All,

1st: Great software! Congrats!

2nd: I saw in some older posts that is not possible to insert quotes itens using the API. Is this correct yet? Any estimated date to release enhacements to allow this?

Thanks in advance!

Jeff
Commented By: Jefferson (21 - hours ago), Page: Zoho CRM API

I agree with Vivek - There needs to be a way to change the lead status to "closed" and have it automatically generate into a new account. I'm so annoying having to manually "convert" a lead into a new account. Why can't the drop list option "closed" (or whatever you assign it to be), turn the lead into an account?
Commented By: Josh (1 - day ago ), Page: Zoho CRM - Online Help

I second matts request for the ability to email the contacts themselves. This could be used for individual clients as a birthday message, or to inform inactive clients of a discount running for their next order, etc. any idea when something like this might be available or maybe is available with something like the enterprise edition??
Commented By: mvpiskg (1 - day ago ), Page: How Tos - Workflow Management

Hi, do I understand correctly that currently there is not much to be done in terms of mass email campaigns through ZOHO, tracking and reporting on those mass campaigns?

Also, I understand we currently cannot associate a bulk a existing leads to a campaign, but can we associate more than one campaign to a lead? I will most certainly not send only one communication (campaign) to a lead, right?

Thank you!

Geraldine
Commented By: Geraldine (1 - day ago ), Page: Working with Campaigns

Would like to be able to view details in potentials as tabbed folder. That would elminate much screen-motion sickness.
Commented By: jnero@gmail.com (1 - day ago ), Page: Zoho CRM Wish List

Hi Selvi and thanks for answer!

If I may continue - is there option in the system which would allow me to have more types of invoices in the CRM (different templates), which one could choose from when going to issue an invoice? And then the products in the invoice - with "Product name lookup", the products are not categorized, which would be pretty usefull once company has hundrets of products in different categories.

And what about the required fields? I have read somewhere else in the blog, that one cannot work with the required fields, but once we dont have use for them on the invoice?

I would love to use Zoho CRM for our businesses, as it is nearest to our requirements. However I would need such "bugs" solved. Is there any company which I could turn on to implement our requirements or is there a partner - developer - programm, which we could get into and do the changes ourselves?

Thanks very much in advance for reply.

With best regards

Jan
Commented By: myjavak (1 - day ago ), Page: Customize Invoice Template

A couple of things:

1. In an opportunity/potential, with the change in the stage of potential i.e. Proposal/Pricequote/negotiation/review etc, the probability of getting the business changes but I am unable to understand why the the amount of the potential should change based on the stage.

2. For Leads which are converted to opportunities or accounts, Doesn't it makes sense to have still in the leads list with status changed to the new one...May be it can be an option based on the user's need...
Commented By: Vivek (1 - day ago ), Page: Zoho CRM - Online Help

Can we consolidate salespersons forecasts yet, into an organisation forecast?
Commented By: Guest (2 - days ago), Page: Working with Forecasts

Hi,

How is it possible to create your own category to put contacts in? Currently the customers are divided into contacts, accounts, leads, potentials etc. I am looking for a user-define category such as all my contacts in the education industry etc. Perhaps a label functionality??

Thanks,

Ayesha.
Commented By: Ayesha (2 - days ago), Page: Zoho CRM - How Tos

Dear Sameer,

Currently, there is no API method in Zoho CRM to retrieve the list of users. We will definitely try to provide this option in our future updates.

Regards,
Mahesh,
(Zoho CRM Team).
Commented By: maheshkumar (4 - days ago), Page: Zoho CRM API

Hi,

Is it possible to create a CRM usage report to track the number of logins & updates in the system by the individual users. We want to track the numbers along with the last login/update date & time.

Currently we can see the last update timestamp in individual modules (leads, potentials, accounts etc.) but no specific report to track usage.

Regards,

Darshan
Commented By: Darshan (4 - days ago), Page: Zoho CRM - Online Help

Dear kathleen,

We have fixed search problem locally. It will fix in our next update. Kindly bear with us meantime.

About the plugin problem. Please check the following after installation.

1. For Outlook Version 2002.
a. In Outlook go to Help --> About Microsoft Outlook.
b. Click Disable Items and in that dialog check the ZohoCRM in disabled item.
c. If it is disabled, select ZohoCRM and enable it.

2. For Outlook Version 2003
a. Go to Tools --> Options --> click Other tab
b. In Advanced Options dialog click COM Add-Ins buttom locate at bottom the dialog.
c. In COM Add-Ins dialog check for ZohoCRM. If it is not selected please select and click ok. It enables the ZohoCRM tool bar.

3. For Outlook Version 2007
a. Go to Tools --> Trust Center --> click Add-ins.
b. Add-ins dialog check presence of ZohoCRM whether it is in Active Application or it is Inactive Application.
c. If it is in Active Application no problem
d. If it is in Inactive Application, then select COM Add-ins in manage combobox (bottom of the dialog box) and click Go.
e. In COM Add-Ins window select ZohoCRM and click ok. It enables the ZohoCRM tool bar.

Regards
Gokul
Commented By: gokulraj (4 - days ago), Page: Zoho CRM - Online Help

It has now been 368 days since Colin requested the capability to sort Contacts by Last Name. I have been trying to recommend ZOHO CRM to four different companies and all have the same complaint.

When will this be fixed?
Commented By: Ed (4 - days ago), Page: Working with Contacts

Dear Guy,

We dont have the recurring task feature. You have the create multiple tasks.

Regards,
Parker
Commented By: sprakash (4 - days ago), Page: Activities Calendar

In the account view, when I click on a letter to search for an account i get a nearly all blank screen with numbers on the left hand side of the screen. Also, my Zoho toolbar in Outlook disappeared again and I can't seem to get it reinstalled. I need this guys.
Commented By: kathleen@themidnightcoders.com (5 - days ago), Page: Zoho CRM - Online Help

Can we have reoccurring Tasks, I have monthly tasks that need to be scheduled each month for various clients/accounts.

Also how do reminders work... Can I have these set up for Tasks as well as Events?

Many thanks, Guy
Commented By: Guy Hoogewerf (5 - days ago), Page: Activities Calendar

Dear mworlund,

Sorry for the inconvenience caused . We have tested the reported issue in our local setup its working fine .

Please email us your contact details to support at zohocrm dot com so that we can arrange a Zoho Meeting (Online Desktop Sharing session ) to resolve the issue .

Thanks & Regards,
Selvi
(Zoho CRM Team)
Commented By: scselvi (5 - days ago), Page: Working with Purchase Orders

I want the list of owners through an api call not from web site.

Thanks
Sameer
Commented By: Dear Parker (5 - days ago), Page: Zoho CRM API

Dear Jan,

The feature (Populating the contact details in invoice ) you are requesting is currently not available . We will analyze this requirement , and try to implement in our future updates.

Thanks & Regards,
Selvi
(Zoho CRM Team)
Commented By: scselvi (5 - days ago), Page: Customize Invoice Template

Dear Paul,

Thanks for checking back and sorry for the delay in responding. Do you want the workflow to be triggered when a particular field is updated? If you can explain your requirement in detail then that would be really helpful for me to guide you better.

Below is my contact details, please feel free to get in touch with me for any further clarification or assistance.

Looking forward to work with you.

Regards,
Rishi
Zoho CRM Support
925-965-6592
rishi@zohocorp.com
Commented By: rishi123 (5 - days ago), Page: How Tos - Workflow Management

I am working with both PO and SO and under the product details I am unable to get them to calculate out to Totals. I put in the product name, the quantity and the list price and it consistently shows all zeros in the Totals column.

Any ideas?
Commented By: mworlund (6 - days ago), Page: Working with Purchase Orders

Dear Zoho CRM User,

Sorry about that. Can we have an online meeting to fix it? Please let us know your convenient date and time along with your contact number, so that I can call you to fix the issue.

Regards,
Parker
Commented By: sprakash (6 - days ago), Page: Working with Leads

Dear Sameer,

You can click on the Look up field near Lead/ Account/ Contact Owner field to get the list of owners in your account.

Regards,
Parker
Commented By: sprakash (6 - days ago), Page: Zoho CRM API

After I edit the View in leads (like add Rating to the viewable fields), click save, and then click Lead Source to reorganize by Lead Source, the Rating field that I just added in the view disappears. I think this might just be a glitch, but it is very frustrating.
Commented By: Guest (6 - days ago), Page: Working with Leads

Dear Greg,

Mass Email feature is available only for the Leads and the Contacts and it is not for the Accounts.

Regards,
Parker
Commented By: sprakash (6 - days ago), Page: Working with Accounts

Thanks Mahesh, this is fixed now.

Ken Walker
General Manager
ServiceMaster of Halifax Region
902-434-4646
ken@smcareshalifax.com
Commented By: Guest (6 - days ago), Page: Working with Sales Orders

Dear kenwalker,

You can add the Description field to the Inventory template, by editing the HTML content of that template using HTML source button "<>" in the editor. If you are not able to change the HTML, just copy the Terms and Condition section and paste it again. Now change the value to description. It will work.

Kindly correct me, if my understanding was wrong.

Regards,
Mahesh,
(Zoho CRM Team).
Commented By: maheshkumar (6 - days ago), Page: Working with Sales Orders

Dear GC,

Actually, Related List Label is the name which will get displayed in the related list of the parent module. For example, if you are creating a Campaign lookup field for Contacts module, by giving the Related List Label as "Contacts". Then after creating the field, you can see a new Related List in the name "Contacts" in the campaign view page in addition to the default related list say "Attachments, Leads, Potentials etc".

Now, If you create a contact say "A" by choosing a Campaign say "B". Then after creating the contact, if you view that campaign, then you can the contact "A" under the Contacts. Hope this clarifies

Regarding the leads association to a campaign, currently there is no option for associating a bulk of existing leads to a campaign. You have to either create a new lead for that campaign or associate that campaign to a lead. We will definitely try to provide this support in our future updates.

Regards,
Mahesh,
(Zoho CRM Team)
Commented By: maheshkumar (6 - days ago), Page: Working with Campaigns

Well. And what about if I want to link f.e. data from Client information into the Invoice template? I can easyli add the information the way you mentioned, hower this way, I am not able to edit those fields in the invoice when creating / editing one.

When I want to issue invoice to my client, I need to have in the invoice pre-filled his details (from Contacts) and not empty billing / shipping adresses if you know what I mean.

Thanks in advance for reaction.

Jan
Commented By: myjavak (6 - days ago), Page: Customize Invoice Template

Dear Customer,

While creating Purchase Order , the Quantity in Stock will be increased by the quantity you have ordered (when the PO status is delivered).

While creating Invoice the Quantity in Stock will get decreased by the quantity .

You can manually change the Quantity in Stock while editing the particular product.

Kindly revert back if i am not clear anywhere or any misunderstanding.

Thanks & Regards,
Selvi
(Zoho CRM Team)
Commented By: scselvi (6 - days ago), Page: How Tos - Inventory Management

Dear Andrew,

From the CSV file Lead Name or Account Name will not be shown in the Notes.CSV. But all the respective ids will be mapped in that file. So when do migrate ( i.e import ) you would see that leads or accounts would be properly mapped to notes.

Thank you,

With Best Regards,
Dilip.
Commented By: dilip (6 - days ago), Page: Export CRM Data

Dear Scott W,

Currently, it is not available. We will provide this in our future update.

Thanks & Regards,
Suganya
(Zoho CRM Team.)
Commented By: tssuganya (6 - days ago), Page: Zoho CRM - Online Help

Hello Zoho Team,

How can i get the list of owners for a particular Zoho CRM account(login credential) as it is needed while creating new led, potential, contact, account records (the owner field value).

Thanks,
Sameer
Commented By: Sameer (6 - days ago), Page: Zoho CRM API

Hi,

I'm just starting out and want to set everything up correctly, so seek your guidance. I would like to:

1. Be able to group contacts for mass emails.
2. Each contact might belong to different groups (up to 6) - is this possible?
3. How do I do mass email campaigns? I can set up a campaign, but how do I add existing contacts to it?

Thanks,

Bec
Commented By: Bec (6 - days ago), Page: Working with Campaigns

I see how we can Mass Email Leads, but is there no such facility for Mass Emailing Accounts? If not, will it be available soon?
Commented By: Greg (6 - days ago), Page: Working with Accounts

Dear Zoho CRM User,

Sorry about that. When you use the merge fields, from the first drop down select Leads, from the second drop down select first name and then you will have the merge field as ${Leads.First Name}. Copy this value and paste to get the Leads first name.

Hope this helps.

Regards,
Parker
Commented By: sprakash (7 - days ago), Page: Email Templates

I do have the same question as Andrew.
Commented By: Melissa (8 - days ago), Page: Export CRM Data

Customizing your ZohoCRM by industry:

- Real Estate (link)
- Consumer goods (link)
- Service providers (link)
- Healthcare (link)
- Durable goods (link)
- Insurance (link)
- Advertising (link)
Commented By: rogerborges (8 - days ago), Page: Zoho CRM - Best Practices

Senthamil,

I understand that. The size I mentioned was 3.23 Kb, in other words, less than 4 Kb. I was responding to the person who posted saying that they couldn't see how a logo could be less than 20 Kb.

Patty
Commented By: Guest (8 - days ago), Page: Customize Company Logo

Dear Patty,

You can add logo size up to 20k. If your logo size is less than 20k means , no problem, you can add.If you logo size is 323k, you cannot add this logo.

We will analyze and increase the logo size in future.

Thanks,
Senthamil Bharathi.S
Commented By: scselvi (8 - days ago), Page: Customize Company Logo

Further on the above topic of assigning "leads" to a specific "lookup campaign" this seels to be very hard to do if leads are on the system already. If I try to edit or clone the entire lead, the page is blank as if i'm editing in a totally new lead! I can see you can edit individual sections that already have data added (i.e. address), but I cant edit something that is lacking data (i.e. my new campaign function).

Does this mean that if I have 1000 leads and I want to start adding them to a campigh (when previously they were not) that I can't do this and I enter in 1000 leads again?

Thanks

GC
Commented By: GC (8 - days ago), Page: Working with Campaigns

Hi

On Nick's question immediately above:

What is the "related list" label that is mandatory when setting up a "campaign" lookup field?

I cant find anywhere when searching your help section what the definitions of all these functions for "field information" are -you definately need this.

It would be great if your system could have a little pop-up when you hover over an icon, explaining in brief what it means (and perhaps allowing you to go immediately to the more detailed explanation in the help section if necessary.

I imagine a lot of people using zoho are using it in the incorrect way because they dont know what something means.

Thanks

GC
Commented By: gc (8 - days ago), Page: Working with Campaigns

There appears to be a limit of 10 lookup fields that can be added to the contact record. I need toi add 20 that look up the a campaign name in each (as you are currently not able to associate campaigns to contacts), but seem to be only able to add 10. Is this the case?
Commented By: andrew_w@crmasiasolutions.com (8 - days ago), Page: Working with Contacts

Hi there - I have exported sections discretely (leads, accounts, notes) as we are a fairly small business.

I have noticed that although I am able to export notes, the resulting .CSV file does not appear to contain any data that cross references between the note and which account or lead the note belongs to.

Have I missed a step, or is the system somehow capable of assigning notes to the correct lead or account upon importation?

Thanks

Andrew
Commented By: Andrew (8 - days ago), Page: Export CRM Data

How do you create a contact report, with the "first name" & "last name", in separte columns?

Currently, when creating the contact mailing report, the only option is for "contact name", which is the first & last name together.
Commented By: david_corcoran@canada.canon.com (8 - days ago), Page: Working with Reports

Our product is a monthly subscription for our service. Is there anything like that in the product settings?
Commented By: sagi@teledental.com (8 - days ago), Page: Working with Products

How do we add more inventory to our quantity in stock?
Commented By: mooshocker (9 - days ago), Page: How Tos - Inventory Management

I have changed the tab name of Sales Order to "Work Order" so that our service business has a process for the field technicians to do their work. I am looking to E-mail a pdf or print off the order but the description information is missing even though it is required that I put something in the field. I have been trying to find a way to add the description to the output media but can't find any way in the Help.

I don't want to have the technicians to have to have live connections to CRM in order to find the descriptive information they need. TO date I have been putting that info in the Terms section because that does show up.
Commented By: kenwalker (9 - days ago), Page: Working with Sales Orders

Dear Vivek,

Sorry about that. To get the default templates, please send an email to support@zohocrm.com.

Regards,
Parker
Commented By: sprakash (9 - days ago), Page: Managing Inventory Templates

Dear Arjun,

The major update is coming on the month of December.

Regards,
Parker
Commented By: sprakash (9 - days ago), Page: Managing Profiles

Dear Zoho CRM User,

Currently in Zoho CRM, we dont support multi currency. But we are working on it and we will be implementing this ASAP.

Regards,
Parker
Commented By: sprakash (9 - days ago), Page: Working with Quotes

For sales potentials, how do you recommend accounting for recurring revenue streams?

e.g. what is the value of a $50/month sale? I think Salesforce has a mechanism for calculating the value of a sale based on lifetime customer value.

Thanks

Scott
Commented By: Scott W (9 - days ago), Page: Zoho CRM - Online Help

There is an error in the email templates.

When I use the code " Hi ${User.First Name} " my own firstname is inserted rather than the leads.
Commented By: audana@gmail.com (9 - days ago), Page: Email Templates

Dear George,

When you open a potential, you can related list columns like Open Activities, Closed Activities below the description information. If you need more information you can call our toll free number 1-888-900-9646.

Regards,
Parker
Commented By: sprakash (9 - days ago), Page: Working with Opportunities

Dear Ahmad,

Regarding the Related to field, actually, the fix is not updated in the site. It will get updated by Monday only. Kindly try after the update.

Regarding the Who Id field in Tasks, you have to add one more field along with the xml for associating a account to a task,

<fieldlabel value="SEMODULE">Accounts</fieldlabel>

This is for Accounts, Similarly you have to add this field value for other modules also. Kindly try it and let us know.

Once again sorry for all the inconveniences caused.

Regards,
Mahesh,
(Zoho CRM Team).
Commented By: maheshkumar (11 - days ago), Page: Zoho CRM API

Hi,

Currently, there is no API method to retrieve a specific record by giving the id. We will definitely provide this method in our future updates. In the meanwhile, as a workaround you can use getSearchRecords method by giving the searchWord as your account name.

Kindly revert, if you still face any problem.

Regards,
Mahesh,
(Zoho CRM Team).
Commented By: maheshkumar (11 - days ago), Page: Zoho CRM API

By mistake, while playing around with the default Sales order template I lost it and the print preview shows blank, Is there some way to restore the default sales order templates
Commented By: Vivek (11 - days ago), Page: Managing Inventory Templates

Hello Parker,
Thank you for your quick response.
When is your next version being released that I might be able to expect this feature in?
Thanks,
Arjun
Commented By: arjunv@ireuse.com (12 - days ago), Page: Managing Profiles

Hi - When I use Outlook Sync to move an Email to a Zoho Contact, it works great. However, when I try to view the email in Zoho, it is extremely difficult to read the email due to formatting issues. There are numerous line breaks, often within words. For example, the name of my contact within an email 'Kevin' shows up as:
k
e
v
i
n

The value of lookin at historical emails is completely negated by the inability to read or edit them once they are imported into Zoho. Are there any workarounds? Any plans to fix this?

Thank you,

Steve
steve.cary@resquared.com
Commented By: steve.cary (12 - days ago), Page: Working with Zoho CRM Outlook Edition

Is there anyway to quote in another currency? We do biz across boarders and would like the ability to generate a quote in say CAN dollars if possible?
Commented By: Guest (12 - days ago), Page: Working with Quotes

Dear Zoho CRM User,

Yes, you can have a custom login/logout page for the Zoho CRM. Please send an email to support@zohocrm.com to get the HTML file for the same.

Regards,
Parker
Commented By: sprakash (13 - days ago), Page: Setting up Personal Information

Dear Zoho CRM User,

Thanks for your interest in Zoho CRM. The feature you are mentioning is a nice one to have. We will consider this feature and try to implement this ASAP.

Let us know for further assistance.

Regards,
Parker Scott.
Commented By: sprakash (13 - days ago), Page: Zoho CRM - Online Help

Hi there,

I was hoping on retrieving a single account by ID, I am doing the following:

crm.zoho.com/crm/private/xml/Accounts/getAllRecords?loginName=XXX&apikey=XXX$$&ACCOUNTID=79214000000032035

This returns every account, not just the one with id=79214000000032035.

What am I doing wrong? Can you provide a sample call?

Thanks!
Commented By: Guest (13 - days ago), Page: Zoho CRM API

Dear Dear,

Thanks for your interest in Zoho CRM. The feature you are mentioning is a nice one to have. We will consider this feature and try to implement this ASAP.

Let us know for further assistance.

Regards,
Parker Scott.
Commented By: sprakash (13 - days ago), Page: Managing Profiles

Dear Nan,

Please send a request to delete the account that you created, so that we will delete the account. Then you can add the user to your account.

Regards,
Parker Scott
Commented By: sprakash (13 - days ago), Page: Managing Subscriptions

PLEASE PLEASE create a mobile version for the blackberry! I would love to be able to access ZOHO CRM on the go while I am away from my computer!
Commented By: Guest (13 - days ago), Page: Zoho CRM Wish List

I'm sorry, but I'm just not getting the process down. Is there a way to get more details of how to add more than one contact to a potential?

I don't see the related list column in the potentials tab.

George
Commented By: George (14 - days ago), Page: Working with Opportunities

Mahish,

Regarding Cases:
Here is my XML:

<Cases>
<row no="1">
<fieldlabel value="Status">Open</fieldlabel>
<fieldlabel value="Case Origin">Contact Form</fieldlabel>
<fieldlabel value="Case Reason">Some reason</fieldlabel>
<fieldlabel value="Account Name">some account name</fieldlabel>
<fieldlabel value="Subject">some subject</fieldlabel>
<fieldlabel value="Related To">some contact name</fieldlabel>
<fieldlabel value="Phone">some phone</fieldlabel>
<fieldlabel value="Email">some email</fieldlabel>
<fieldlabel value="Description">some description</fieldlabel>" .
</row>
</Cases>

The above XML works and a case is created but the "Related To" field doesn't get populated, I tried "Related To", "Who Id" and "What Id" and none worked, do you test the code before replying to my comments?

Regarding Tasks:
Here is my XML:

<Tasks>
<row no="1">
<fieldlabel value="Task Owner">some owner</fieldlabel>
<fieldlabel value="Subject">some subject</fieldlabel>
<fieldlabel value="Due Date">some due date</fieldlabel>
<fieldlabel value="Who Id">some account name</fieldlabel>
<fieldlabel value="Description">some description</fieldlabel>
</row>
</Tasks>

The above XML works if I remove this line <fieldlabel value="Who Id">some account name</fieldlabel> and a task is created. But, with that line it doesn't create a task.

I tested several times and it doesn't work, you say that it works but it doesn't, so please take the time to test carefully.

Thanks.
Commented By: ahmadabuomar (14 - days ago), Page: Zoho CRM API

Dear Andre,

Sorry about that. Our technical team is already working in this. We will be fixing this ASAP.

Regards,
Parker
Commented By: sprakash (14 - days ago), Page: Working with Contacts

> I'd like to see some examples of a full colour logo that's less than 20k.

Ours is a full-color, professionally designed, and at that size is 3.23K.
Commented By: patty@kidpowernc.org (14 - days ago), Page: Customize Company Logo

Hi, is it possible to embed login in my website?
Commented By: cleonilson (14 - days ago), Page: Setting up Personal Information

Hi,

How do i find out whether my users have been logging in?

Can't seem to generate any report on that.

Thanks.
Commented By: harni@dsc.com.sg (14 - days ago), Page: Zoho CRM - Online Help

Is there a way to link a web generated lead to a specific campaign? Aka - I want to have multiple web generation pages and the leads generated from each page would be associated with a different campaign?

Currently, it is not possible to associate a campaign to a lead generated through web form. We will definitely provide this support in our future updates. Kindly bear with us.

Regards,
Mahesh,
(Zoho CRM Team).
Commented By: maheshkumar (14 - days ago), Page: Capture Leads from Website

Dear Ahmad,

For Cases, you have to use <fieldlabel value="Related To">contact name</fieldlabel> , (not Who Id).

For Tasks, whatever you have mentioned is correct. Could you please send us the xml you are using for creating the tasks, so that we will test the same in our local setup and let you know.

Regards,
Mahesh,
(Zoho CRM Team).
Commented By: maheshkumar (14 - days ago), Page: Zoho CRM API

Audio on the tutorials!
Commented By: Guest (14 - days ago), Page: Zoho CRM Wish List

While I was setting up our free accounts, one of the users opened a ZOHO account himself to play with it. Now I can't put him on ours, because his email address is already logged as a ZOHO ID on the other account. How do we eliminate the rouge account so he can be active on the other?
Commented By: Nan (15 - days ago), Page: Managing Subscriptions

Dear Zoho CRM User,

Sorry for the inconvenience caused. Please let us know your convenient date and time along with your contact telephone number, so that we can have an online meeting to analyse the issue and fix it ASAP.

Let us know for further assistance.

Regards,
Parker Scott.
Commented By: sprakash (15 - days ago), Page: How Tos - Outlook Plugin

My Zoho is running really slow today. What's up?
Commented By: Kathleen@themidnightcoders.com (15 - days ago), Page: Zoho CRM - Online Help

Hi,
The alphabet link menu set only on first name is a major issue for us. When an how are you going to change this?
Can I disable the alphabet link menu meanwhile?

Thanks
Andre
Commented By: Andre (15 - days ago), Page: Working with Contacts

Dear Steve,

You can create a lookup field for potentials in the contacts fields list and then you can associated more than one contacts to the potentials from the related list column in the potentials.

Regards,
Parker
Commented By: sprakash (15 - days ago), Page: Working with Opportunities

Hello, I am trying to administer field-level security based on record ownership.

For example, I would like all users to be able to see customer, first name, and last name of all the Leads, but not phone or email

I would like users to see phone, email of only the leads that they own.

Is there a way to do this in Zoho?

Thanks,

Arjun
Commented By: arjunv@ireuse.com (15 - days ago), Page: Managing Profiles

Dear Ekaterina,

You can set a reminder for the task if you are in the Professional or in the Enterprise plan of the Zoho CRM. You can set a reminder so that you can get an email alert or a pop-up reminder.

Regards,
Parker Scott
Commented By: sprakash (16 - days ago), Page: How Tos - Workflow Management

Dear Zoho CRM User,

Currently we dont have an option to make the check boxes remain checked when doing the mass update.

Regards,
Parker Scott
Commented By: sprakash (16 - days ago), Page: Working with Leads

Dear Zoho CRM User,

Currently we dont have an option to automatically convert a lead into an account. We will consider this in our roadmap.

Regards,
Parker Scott
Commented By: sprakash (16 - days ago), Page: Capture Leads from Website

Dear Mahish,

The problem persists.

Trying to create a Case with <fieldlabel value="Who Id">contact name</fieldlabel> does not work, the Case is created but the "Related To" field is always empty.

Trying to create a Task with <fieldlabel value="Who Id">contact name</fieldlabel> does not work, the task is not created.
Commented By: ahmadabuomar (16 - days ago), Page: Zoho CRM API

I cannot sync anyting. Neither calendar nor contacts. Someone could help me?

Regards,
Commented By: Toledo (16 - days ago), Page: How Tos - Outlook Plugin

Dear Ahmad,

We have already fixed this issue and updated the site.

There is some specific fields to associate a lead or contact to that task/event. ie.,

If you are give contact name, you have to use <fieldlabel value="Who Id">contact name</fieldlabel> or

<fieldlabel value="CONTACTID">2323232323</fieldlabel> for using the contact id.

For other modules, you have to use

<fieldlabel value="What Id">lead name</fieldlabel> or

<fieldlabel value="SEID">2323232323</fieldlabel>

Hope this helps. Kindly revert, if you still face any problem.

Regards,
Mahesh,
(Zoho CRM Team).
Commented By: maheshkumar (16 - days ago), Page: Zoho CRM API

1. I want to create a notification rule by e-mail for reminding in advance task end date . I created task and trigger for all my users, but it doesn't work. What's wrong?

How to create such simple rule?
Commented By: Ekaterina (17 - days ago), Page: How Tos - Workflow Management

Hello -

Specifically, how can you associate more than one contact with a potential? In an earlier post, you say that this is possible. However, I see no way to do this in the application.

Thanks,

Steve
Commented By: steve.cary@resquared.com (19 - days ago), Page: Working with Opportunities

Mahish,

Thanks for your response.

Same thing with Tasks, I am trying to create a task using the API and populating the "Contact name" or "Related To" fields but I can't, will this be fixed as well?
Commented By: ahmadabuomar (19 - days ago), Page: Zoho CRM API

Dear Ahmad,

Sorry about that. It is our bug. We have fixed this issue in our local setup. It will get updated in the site by next week. Kindly bear with us.

Regards,
Mahesh,
(Zoho CRM Team).
Commented By: maheshkumar (19 - days ago), Page: Zoho CRM API

When adding a Case using the API I want to associate it with a Contact, in other words I want to populate the "Related To" field, but this field doesn't get populated, here is the field xml:

<fieldlabel value="Related To">Some Contact</fieldlabel>

Please help.

Thanks.
Commented By: Ahmad (20 - days ago), Page: Zoho CRM API

Dear Zoho CRM User,

Currently we dont have the option to customize the Open/Closed activities in the leads/contacts/accounts module. But we will consider this in our roadmap.

Regards,
Parker Scott
Commented By: sprakash (20 - days ago), Page: Customizing Zoho CRM

Dear Zoho CRM User (dominicdenison@hotmail.com),

Currently we dont have the option to copy or clone the customized view. But we do have plans to implement this feature in our road map.

Regards,
Parker Scott
Commented By: sprakash (20 - days ago), Page: Managing List Views

Dear Zoho CRM User (dominicdenison@hotmail.com),

Currently we dont have the option to have the criteria for variable value for a field. But we do have plans to implement this feature.

Regards,
Parker Scott
Commented By: sprakash (20 - days ago), Page: Managing List Views

Dear Maxine,

Thanks for your mail. Currently we don't have an option to backup the emails that you sent to the customers from Zoho CRM. But this is nice feature and we will implement this ASAP.

Regards,
Parker Scott
Commented By: sprakash (20 - days ago), Page: Export CRM Data

I spoke with Zoho 1 year ago, they ensured me that under workflow rules, the field update option would be added within 6 months. Well, I'm check back in again, and still nothing, was I mislead? Is there no plans to add this feature? It is the only thing stopping us from moving our 20 Salesforce accounts to Zoho, but the move cannot be made without that feature.

Thanks,

Paul
Commented By: Guest (20 - days ago), Page: How Tos - Workflow Management

I select multiple Leads by selecting the corresponding check box, then do a Mass Email for those Leads.

How can those boxes remain checked because the next step I want to do is Mass Update a custom field to say Email Sent?

Currently, I need to reselect all the Leads which can be time consuming.
Commented By: mighty_g (20 - days ago), Page: Working with Leads

I would like to get my lead automatically converted as an account. Is there a way to do that?
Commented By: clemoni (20 - days ago), Page: Capture Leads from Website

Is it possible to disable/hide the standard views and make available only the Custom Views. Also, is it possible to disable all prvileges so that users cannot change or create any new custom views except for the ones exposed by the administrator.

Please let me know - as this will really help us with our process and control.

- MM
Commented By: MM (20 - days ago), Page: Managing List Views

Can I do mass update to leads with new activities or notes by importing from excel?

I am using an external mass email tool and would like to track which lead has received an email in the "activities", "mail" or notes fields.

Thanks,
David
Commented By: davidjk (21 - days ago), Page: How Tos - Marketing Automation

Hi,

The invoices at my country are pre-form and printed by EPSON-LX-810. Then I need to build a new Invoice Template. But, I guess, I will have problem because the field Grand Total on the form is fixed. Can you help me?
Commented By: Tomas Marzullo (21 - days ago), Page: Managing Inventory Templates

I am adding a new Case using the API and it works just fine, I want to populate the "Related To" field with the Contact name but it is always empty, please help
Commented By: Ahmad (22 - days ago), Page: Zoho CRM API

I am trying to customize the appearance of closed activities under lead details. From the documentation I understand I have to go to Related List Columns. But on the module list Tasks or Activities do not show up.

Please advise.
Commented By: wil@vignani.com (22 - days ago), Page: Customizing Zoho CRM

multicurrency would definitly be a good feature
Commented By: webnetix (22 - days ago), Page: Zoho CRM Wish List

Is it possible to "copy" views and/or save them under a different view name once customized?
Commented By: dominicdenison@hotmail.com (22 - days ago), Page: Managing List Views

How to I add a variable criterion. In this example I want to list all tasks with due date before "Tomorrow".

How do I do that?
Commented By: dominicdenison@hotmail.com (22 - days ago), Page: Managing List Views

Hi

We are a very small business and I am quite happy with downloading each module individually as only a few records and I don't need this very often. However, can I download the emails that have been sent from zoho too to save as a backup?

Thanks
Maxine
Commented By: office@float.ltd.uk (23 - days ago), Page: Export CRM Data

Hi,

I am new to Zoho but think it's a fantastic product

I would like to do the following if possible:

1) After creating a quote and clicking on "Send Mail" to be able to customise the email that goes out. I have create an email template but cannot see how to use that instead of the default email template that you have to manually enter details every time.

2) Through using the workflow alerts or rules (not sure which one) on sending a quote or an invoice to a customer to automatically send an email with contact merge codes (mobile number, email and firstname) to a predefined email. This goes to our SMS provider so every email "to" field needs to be sms@smsprovider.com for example.

Be great to get this asap as these two would be the major deciding factors in rolling this product out.

Thanks

David
Commented By: david_cobra (24 - days ago), Page: Working with Quotes

checkout marketplace.zoho.com
Commented By: Guest (24 - days ago), Page: How Tos - Salesforce Automation

We are trying to set up a simple CRM to track the sales of real estate with a resort outisde of the United States and also a U.S. sales office. This is a a B2C application. Our leads either driveby, come over the net or are referred by US brokers. I would like to track the progress of the sales cylce which can take up to a year.

I'm confused on whether / how to use leads / contacts / accounts / potentials. Anybody have any thoughts or an outside resource ?

What is the functional difference between a contact and a potential in my scenario ?
Commented By: Barry@delpacifico.net (25 - days ago), Page: How Tos - Salesforce Automation

Hello,

You can use the Find & Merge option to remove duplicate records. For more details, please Leads chapter.

Thanks,
Gopal
Commented By: gopal (25 - days ago), Page: User Manual

Hello,

It will take some time for us to support calendar sharing with colleagues. In the meantime, kindly bear with us.

Gopal
Commented By: gopal (25 - days ago), Page: Activities Calendar

Can I share calendar with my colleagues? How?
Thanks.
Commented By: Guest (26 - days ago), Page: Activities Calendar

Hi,

I've been testing ZoHO CRM for the past 2 months and have found it quite good - except for the mailing label situation.

I agree with everyone else here that an upgrade to the mailing label is urgently needed. I'm trying to send out 700 letters today and I'm shocked at how basic [and useless] the current set up is. I was about to buy a subscription but without better mailing label functionality I'll have to look elesewhere as direct snail mail is still one of our main marketing tactics.

And, if you do upgrade the feature fairly soon, Avery 5160 is a must...

Thanks, Johanna
Commented By: Johanna (26 - days ago), Page: ZohoCRM Printing Mailing Labels

Hi,

First, there are some help, support or forum in portuguese language? it would help even more!

Second, is it possible to create a calculate field at invoices or other stuff? how?

And finaly, how edit section "Product details" at sales orders?

Thanks!
Commented By: Cleonilson (26 - days ago), Page: Working with Invoices

How do you find and remove duplicate records?
Commented By: jcahill@otusgroup.com (27 - days ago), Page: User Manual

Integration with gmail and google calendar
Commented By: Guest (27 - days ago), Page: Zoho CRM Wish List

How can I keep all of the information contained in a Lead when I convert it to a Account?

It's quite the hassle to re-enter fields like the mailing address, phone number, etc, when a lead is converted. Not to mention some of the other fields we track (SIC code, company revenues, etc.).

Is there a way to automatically transfter this information over when the lead is converted? This is causing duplicative work.
Commented By: Jim Clayman (27 - days ago), Page: How Tos - Salesforce Automation

I am trying to add the unsubscribe link but when I click on the html box, and enter <a href="http://www.yourwebsiteurl.com">Click here to unsubscribe</a>
then save,
it saves it as:
Click here to unsubscribe<br>

Any ideas?
Commented By: james@abpanama.com (28 - days ago), Page: Managing Email Templates

I have been exploring and using both Project and CRM tools.

I initially installed Outlook plug in as the trial but did not get it to work
as it was just part of my testing this was not part of workflow so i didnt chase this. However colleagues are now added as users and we plan to integrate CRM and Projects to production workflow.

So i install latest plug in, pay for upgrade to Professional, enable users and restart machine and outlook. Log in to CRM toolbar and ....

username or password not recognised. Tried multiple times, checked email and username used, checked password. typed them REAL carefully several times. Reset CRM password online and tried again... same message Username or password not recognised. I am using the correct password for Zoho online. it works for all other products.

But when trying to log into the plug in i get the same error.

OS is Vista Ultimate, browser firefox and Chrome (not all functions work in Chrome but its about 3 times faster when run as a Gears app) and i am using Outlook 2007.

Help please. i will update an online CRM and use tasks but unless calendar sync and tasks work in Outlook for my colleagues we will unsubscribe from a system we cant integrate for ALL the team.
Commented By: Tim (28 - days ago), Page: How Tos - Outlook Plugin

Hi Ed,

Currently we have provided the horizontal sort by First Name. You may try using the search in the Contact box using last name, which will give you all the contacts list by last name.

Thanks,
Adam.
Commented By: amar_try (28 - days ago), Page: Working with Contacts

Hi I am interested in finding out how to view an additional field in the select records tab in the mass email leads section.

Is there a way to view the description field in the manual criteria view?

Thanks
Commented By: d_snead (28 - days ago), Page: Customizing Zoho CRM

Hi John,

Yes. We will be implementing the Avery 5160 to the service asap.

Thanks,
Adam.
Commented By: amar_try (28 - days ago), Page: ZohoCRM Printing Mailing Labels

Potential Mass update is not having the field "stage" to update. Please let me know can it be added in the mass update field list.
Commented By: Maddy (28 - days ago), Page: Zoho CRM Wish List

The following question was posted 344 days ago. Do you have a fix for this problem, yet?

---------------

colin@positionmeonline.com, 344 - days ago

I've created a custom Contact list, displaying Last Name, Phone, and Email. Yet when I click on the horizontal 'sort by Alphabet' link menu, it is still sorting the contacts by FirstName. I want to be able to order the contacts by last name.

When I include FirstName and LastName as fields, and when I move LastName above FirstName, it still displays the format FirstName LastName and titles this display as 'Contact'.
Commented By: Ed (29 - days ago), Page: Working with Contacts

Hi Christopher,

Thanks for the detailed information. As mentioned in the forums, customizable tabs are in our plan and will be implemented in our future release. As the release date is subject to change, we can't commit a time frame for the release. According to your requirement, my understanding was correct. You can any time customize the tab that you want with the fields you need and consolidate the record information using the views as mentioned in my previous comment. If you are still not ok with the customization, please send your contact details with convenient time to support (at) zohocrm (dot) com to discuss further on your requirements.

Thanks,
Adam.
Commented By: amar_try (29 - days ago), Page: Customizing Zoho CRM

Hi fqcomm@yahoo.com,

You will be able to make the calls using skype even you have () in the phone field. You may try one more time and if you still have any problem, send a mail to support (at) zohocrm (dot) com.

Thanks,
Adam.
Commented By: amar_try (29 - days ago), Page: Zoho CRM Wish List

The most common mailing label in the US is the Avery 5160. So you need to support at least that layout. If you don't you may miss alot of customers in the US because that is what they need.

Thanks,
John
Commented By: jmw@thewebbpage.net (29 - days ago), Page: ZohoCRM Printing Mailing Labels

Adam,

Thank you for that, but I think that you misunderstood my question. When I do what you suggested, certainly the fields Purchase Date and Serial Number are visible, but I need them to be editable. Because this customer has purchase one specific product, with a specific serial number, and I need to know when and which one.

What I really need, I guess, is a customisable tab or the ability to create my own Module. This module would be called "Installed Product". Each Installed Product would have a Customer (Account or Contact) and a Product, with a Purchase Date, Serial Number, Expiry Date of Warranty, and perhaps a lookup to the Sales Order and Invoice that the customer bought it under.

When I sell a product via a Sales Order and Invoice, I suppose the system could automatically create an Installed Product for the customer, but that would be a nice to have.

The important thing is that when I look at my customer, I can see which actual products that he has, and when I look at my products, I can see which customers have purchased them. When I create a Case, I can associate that case with an Installed Product, because when my customers have a problem it is generally about the product I sold them.

The way that ZoHo has it now, it does not let me record the specific details of the individual product. Only that the customer has bought a widget, not which widget did they buy.

I notice on some of the forums that customisable Tabs are "coming" - any idea when?

Thank you,

Christopher
Commented By: sigh2004@gmail.com (30 - days ago), Page: Customizing Zoho CRM

Please take the ( ) out of phone numbers, then you could click the number and dial via Skype
Commented By: fqcomm@yahoo.com (30 - days ago), Page: Zoho CRM Wish List

please take the () out of phone numbers then I could double click on them and call via Skype
Commented By: Guest (30 - days ago), Page: Zoho CRM Wish List

Hi Adam

I discovered that it works when I change the profile from Administrator to Standard and then deactivate the user.

Thanks,
Gregg
Commented By: Guest (30 - days ago), Page: Managing Users

Hi dougl@sympatico.ca,

Currently Notes customization is not available. You may send your requirements with Notes section to support (at) zohocrm (dot) com so that we can analyze and include the feature asap.

Thanks,
Adam.
Commented By: amar_try (30 - days ago), Page: Zoho CRM - Online Help

Hi Christopher Stennett,

You can add the custom fields that you want in the Product tab from Setup --> Product Settings --> Fields List.

You can bring the field in the Product Related List from Setup --> Tab Settings --> Related List Columns and select the Products from the drop-down box and choose the fields you need to display.

Thanks,
Adam.
Commented By: amar_try (30 - days ago), Page: Customizing Zoho CRM

Hi Gregg,

The scenario in which you won't be able to de-activate the user is trying to perform the action as logging in as the same user. If you have any other Administrator in that account, ask him/her to de-activate your account.

Thanks,
Adam.
Commented By: amar_try (30 - days ago), Page: Managing Users

Hi Meghan,

Modifying option of the login id is currently not provided. You may send a request mail to support (at) zohocrm (dot) com with the existing id and a replacement id.

Thanks,
Adam.
Commented By: amar_try (30 - days ago), Page: Setting up Personal Information

I heard I can integrate my domain and point it to my Zoho Account. What steps do I have to take to do this?
Commented By: Guest (30 - days ago), Page: Zoho CRM - Online Help

How can I make a "Notes" custom field go beyond just the first <td> of the 3 column table? I'd like it to go right across the screen similar to "Description Information" .... thanks for your help.
Commented By: dougl@sympatico.ca (30 - days ago), Page: Zoho CRM - Online Help

Maybe I am missing something, but is there a way of adding a couple of fields (Date of Purchase, Serial Number) to the Product Related List, so that when I associate a product to an Account (or Contact), I can also add the extra data specific to that instance of the product, not all products?

Thanks,

Christopher Stennett
Commented By: sigh2004@gmail.com (30 - days ago), Page: Customizing Zoho CRM

Hi

I try to deactivate a user but it has no effect. I select the user, Deselect User and the select Deactivated Users and none are listed.

My name is listed on an account that I setup for a client. The project is nearing completion and I want to deactivate myself as a user on that account since I'm the 4th person listed. Under what circumstances would a user not be deactivated?

Thanks,
Gregg
Commented By: mighty_g (31 - days ago), Page: Managing Users

Dear melkor1984,

You have to give the date value in "MM/dd/yyyy" format. Then it will work. Sorry for not supporting the migration format "yyyy-MM-dd". We will support that format in our next update. Kindly bear with us.

Regards,
Mahesh,
(Zoho CRM Team).
Commented By: maheshkumar (32 - days ago), Page: Zoho CRM API

How do I edit the Zoho CRM ID? Every screen I try does not allow me to edit it. Even SetUp/Account Information has the ID written in black text with no editing option.

Meghan
Commented By: Guest (33 - days ago), Page: Setting up Personal Information

Dear Sameer,

Currently, insertRecords option is not available for Notes module. But you can add event and task in the same way as leads. But there is some specific fields to associate a lead or contact to that task/event. ie.,

If you are give contact name, you have to use <fieldlabel value="Who Id">contact name</fieldlabel> or

<fieldlabel value="CONTACTID">2323232323</fieldlabel> for using the contact id.

For other modules, you have to use

<fieldlabel value="What Id">lead name</fieldlabel> or

<fieldlabel value="SEID">2323232323</fieldlabel>

Sorry for not updating the help document, since we have provide this support in the previous update only. We will update that soon.

Regards,
Mahesh,
(Zoho CRM Team).
Commented By: maheshkumar (33 - days ago), Page: Zoho CRM API

Hi Robert Craig,

This is the first time we get this query. You may send the information in detail to support (at) zohocrm (dot) com. We will also send you the default template.

Thanks,
Adam.
Commented By: amar_try (33 - days ago), Page: Managing Inventory Templates

Hello Zoho Team :)

I've got another problem...

I've created custom field in Cases:
label: Data
data_type: Date

When I'm sending for ex.
(...)<fieldlabel value="Data">2008-10-17</fieldlabel>(...)
in Zoho field Data is still empty!! [other filedlabels added perfectly]

I've tried also other format of data - 17.10.2008 (this is the format in CRM) - also nothing...

P.S. When I've deleted label 'Data' (type: Date) and created label 'Data' (type: Text) everything works great. But my client wants to have field 'Data' with type: Date (older data in CRM uses 'Data':Date so he doesn't want to lose any of old 'Data's)
Commented By: melkor1984 (33 - days ago), Page: Zoho CRM API

Hello Zoho Team,

I would like to know how can i add a new event, task and note to a selected account through an API call ?

And how can i be able to view the list of related Contacts to a selected Account using your API's.
Sample applies for Lead, potential and contact as well.

Thanks
Sameer Nafdey.
Commented By: Sameer (33 - days ago), Page: Zoho CRM API

I've just spent time editing the default quote template. I saved the template with my changes, tried it out and then went back to edit a title. I saved this change and now the template is blank?
Commented By: Robert Craig (34 - days ago), Page: Managing Inventory Templates

Hi ramesh.sharan@yahoo.co.in,

Currently the feature is not available. We will definitely consider your request and try to implement it in our future updates.

Thanks,
Adam.
Commented By: amar_try (35 - days ago), Page: How Tos - Workflow Management

Hi

I would like to have a alert mechanism as well shoot automatic standard template mails to our customers .The main idea is to intimate the customer about thier renewal of maintenence contracts (AMC)which falls at diffrent dates.Is this feature availble currently at Zoho else could this be enabled.

Thanks &Regards

Ramesh.P
Commented By: ramesh.sharan@yahoo.co.in (35 - days ago), Page: How Tos - Workflow Management

Hi,

Sorry about that. If you don't have account associated with that contact, then don't include that field in the xmlData itself. You can remove that entry from the xml and try the same again.

Kindly revert, if you still face any problem.

Regards,
Mahesh,
(Zoho CRM Team).
Commented By: maheshkumar (35 - days ago), Page: Zoho CRM API

problem above solved....

update almost correct :)

now:
when I'm updating Contacts with non-empty field 'Account Name' I've got "4832 Problem occurred while processing the request"

all other contacts without this field works (updates) fine
Commented By: melkor1984 (36 - days ago), Page: Zoho CRM API

xmlData same as posted before
Commented By: melkor1984 (36 - days ago), Page: Zoho CRM API

I'm sending my data by curl_init() [PHP]

$url = "http://crm.zoho.com/crm/private/xml/Contacts/updateRecords";
$fields = "loginName=(...)&apikey=(...)&xmlData=(...)&id=(...);

$ch = curl_init($url);
curl_setopt ($ch, CURLOPT_POST, 1);
curl_setopt ($ch, CURLOPT_POSTFIELDS, $fields);
curl_exec ($ch);
curl_close ($ch)

So in fact I'm executing this url as a POST method - but now I'm getting empty Contacts...

All existing data has been erased only data in one custom field [Status] is correctly updated.

HELP!!
Commented By: melkor1984 (36 - days ago), Page: Zoho CRM API

Hi erikranson@hotmail.com,

At the moment, the feature you are requesting is not available. However, we are always looking for ways to make Zoho CRM more useful to our customers, and we will be sure to keep your concern in mind as we continue to make improvements to our service.

Thanks,
Adam.
Commented By: amar_try (37 - days ago), Page: How Tos - Workflow Management

Hi jwm4,

Please send the screen shot of the issue you face with your contact details to support (at) zohocrm (dot) com to analyze and provide a solution asap.

Thanks,
Adam.
Commented By: amar_try (37 - days ago), Page: Zoho CRM - Online Help

Hi Adam - Intervive,

We have plans to enhance the cases module in our future updates. Once the functionalities are enhanced, we will keep posted the update.

Thanks,
Adam.
C