Importing Past Company purchases
How could I import data into companies information profile. I imported contacts and it created companies automatically and many field I had did not have an option to merge with the fields in zoho.
Covert Potential to Account
After a Potential is won, how can I convert that to an Account??
Sales Rep Checklist - How Many Meetings Per Day, & Spend.
Hi, apologies if this seems basic, am new to Zoho. I am wanting to be able to check how many meetings per day my reps do and how much their average order is. EG, they have KPI's of: 3 meetings per day. 15 meetings per week. following up all new leads entered by the office within 24 hours. Average order per meeting of over $500. Weekly Revenue of $7500. Is it possible to either set a check list, or have a report that shows these things so i can review every friday with each rep?
I can not create contacts
When creating a new contact, the screen turns white and nothing comes out
Removing completed tasks from activities tab
It is possible to remove completed tasks from the activities list on the Free version? Many thanks David
API Limits - Zoho CRM
My client has more than 1.6 million contacts in Zoho CRM. Update is needed between 5 to 8 fields in each of the contact records. This process must make weekly or fortnightly. With the API it would take several months to perform the update. What alternatives do we have available to achieve the goal?
Can't add a new lead to ZoHo CRM
Is there anyone else experiencing the same problem? And is there a solution? Thanks, Merijn
Find contacts near somewhere
Ladies and Gentlemen, since we are talking about a CRM program, it is used for sales management. Therefore a support for sales trip planning seems logical. When we signed up the program I did not realize this is not possible on Zoho. "Find contacts near me" is not a function usable for planning. I need a function of "find contacts near where I will go" or anywhere else. Is this somehow possible? It would be a dream to see all contacts on a map, but this seems to be still far away, right? I hope we
Deleting duplicate Leads
When I try to delete leads where I have duplicates nothing happens, they do not delete. Any suggestions?
"Add a Contact" form is not loading. Any suggestions?
The “add a contact” form is not loading. I’ve tried both Chrome and Firefox browsers. I’ve shut down and restarted the browsers. I’ve restarted my computer as well. The “contacts” tab works. I see my list of contacts. But, “Add a Contact” does not load the form.
New Contacts Not Loading
Tried several times to add a new contact, used both new contact buttons but it just says "loading..." but never loads. I have rebooted the computer, the other modules come up just fine, campaigns, new accounts etc... Not sure what to do? Chris
Sorting Lead list manually
I have a long list of leads, and would love to be able to display the hottest ones at the top of my list. Is there a way to manually sort the list? If not, any suggested work arounds (ie is there a way to mark a lead as a favorite and then just display those and/or sort on that?) Thanks David
Zoho CRM freezing when trying to add a new Contact
We are experiencing difficulty when trying to add a new Contact. We are finding that the page will not load but just had the "Loading" message for some minutes and does not ever open. It is only a recent problem. Anybody out there got the same issue or knows a fix?
Contact doesn't work
Hi today when we add a new "company" and after we define a new "Contact" the system doesn't activate the form of the contact but remain in the status "loading" ... I attach a screen shoot. Pls can you help me ?
Can't add a new lead to ZoHo CRM
Anyone experiencing the same problem? Any solutions? Thanks! Merijn
4401 Unable to populate data, please check if mandatory value is entered correctly.
Hello Fellow nerds, I have a custom module based off the Leads module and I keep getting the 4401 error. I've gone in and removed all required fields except the one I couldn't (it's populated), I tried http and https, checked the API key even tried the same code in a different area of my site. I can't get it to work. I'm an Enterprise customer and I'm well within my daily limits PHP Code (That works in every other part of the site) $url = "https://crm.zoho.com/crm/private/xml/CustomModule1/insertRecords?authtoken=<<<AUTH
How are "bar view" colors chosen for CRM Calendar events
I like to view my CRM Calendar in "bar view" but there is no rhyme or reason for the color's chosen by default. Is there a way to choose a color for events. With random colors chosen I cannot make sense of my calendar as the appointments stack up Thanks
How to pass ID in a Webhook URL from Zoho CRM?
Hi, I want to know exactly how to pass ID of a record into Webhook from Zoho CRM, and I see that there are two options to pass parameters, 1- Append Entity Parameters 2- Append Custom Parameters. I want to know, what is difference between these both. And I also want to know, Can we use LocalHost in Webhook URL instead of live server? Please guide me. Any help will be appreciated.
Integrating Zoho Mail in to Zoho CRM
I am trying to figure out how to see my emails sent/received from Zoho Mail in the Zoho CRM with leads/contacts/accounts. I understand it is not possible to link contacts, but I should be able to see emails sent and received. I have seen past questions about this and they almost always reference an add-on but I am not finding one. Can you please provide the steps. Thanks!!
How can customers update their own profile? want to run automation marketing campaigns.
Once a year I would like to send an email to my existing customers and ask them to update their own profile, within a form. Therefore I would need an individual link that with direct connection to the database record. This feature is very powerful, because you can use it to enhance dataquality and even gather more data with surveys or subscribtionforms. Does ZOHO provide that opportunity? Is there a workaround? See what i mean with mailchimp: http://blog.mailchimp.com/how-to-pre-fill-items-on-your-mailchimp-hosted-form/
Can I create a Billing Address Field on Cases that pulls from the account information?
Can someone please help, I need to have the Billing street, city, zip etc pulled from an Account to a Case. Can someone please let me know if they have added these fields to new modules and how the data is being pulled. Leah Edwards
Add Industry / Sector to contact in free licence
Hi, I am using this as a single free licence and just trying to set things up and wonder if anyone can please let me know if it is possible to add a sector/industry field to a contact for easy sorting etc? Many thanks David
CRM Export/Report
Hello there! I stumbled upon a little problem while trying to create some sort of report in Zoho CRM. I just wanted to create a csv-like file with specific fields. First I tried to accomplish the export with the help of the export functionality under setup/Data Administration but that allows only the export of single modules where I would have to combine them myself. The tab "Report" is usually enough but in this case it allows only 3 additional modules to create a report which is not quite enough.
Custom view criteria for Task Status show "No results match"
Gents, While creating a custom view in the activities and after applying couple of filters the options are not available to pick from when task Status is selected This does not change whether AND or OR is used and does not change either when changing the parameter "is" to any other option I tried typing the status but that did not work either Print screen is attached below I appreciate your help in advance Best Regards, Ehab
Twilio sms
How do I integrate text messaging into my Zoho CRM "lead" records? Thanks
How to auto populate "company" field?
I would like when I create a lead, to make sure "company" field is populated as same as lead name? is there a way to do this? thanks, guys!
Custom Fields, Accounts - Sharing
I have custom fields for accounts that I create. I can see the data myself on my iPhone & iPad apps, but my outside sales can't see those data fields. Do I need to share those fields with them and how do I do that?
Product description in templates
Hello, 1. Is there a way to limit the product description in line item 2. Is there a way to show the complete products description on a separate page than the quote, lets say after the terms and conditions. I tried to use but it shows description for only first product, how to get it done to show complete description for all line items...
Is it possible to schedule autoresponder emails more than 45 days out?
I'm looking at implementing some drip-feed marketing processes. I can setup the dynamic autoresponder with initial email and multiple follow up emails. My problem... it seems you can only schedule an email to be sent up to 45 days out. Does anybody have a way around this or a better implementation with custom functions? much appreciated
Sorting Contacts by Description Field
Hi, I am new to Zoho and I am wondering if it possible to sort contacts using the description field as I can do with town and name etc? Many thanks David
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Data Sharing in Free Subscription
Currently all my contacts are imported under a single ownership. If I want to make my contacts and accounts data visible to all people under my companies subscription, how can i do that?
Show all contacts attachments on the account level
Just wanted to ask, wouldn't it be nice if we could see all file attachments for all contacts associated with an Account on the Account page? Right now if a user attaches a document to a contact it is only available on the contact page, If an account has 5+ contacts it can be frustrating to try and locate where the file was attached. I think it would be nice to be able to just go the the Account level and see all files attached to all the Account's Contacts. Thomas
cannot add new contact
Hi today when we add a new "company" and after we define a new "Contact" the system doesn't activate the form of the contact but remain in the status "loading" ... I attach a screen shoot. Pls can you help me ?
Creating a new contact "Loading"
I am not able to create new contacts. Once I click +Contact or + New Contact , "Loading" message appears at the top and nothing happens. I am using Safari and Chrome . Any ideas? I am currently using a free version of Zoho CRM . I have around 1500 contacts, is there a limit with the free version? Many thanks! Kristiina
Adding Leads - Trouble? I have around 1700 leads, yesterday I tried adding more...
Hello, Yesterday I went into my free Zoho account to add additional leads around 1,700 and when I clicked on the link to add leads the screen went blank and it just showed "loading" but the menu screen never came up? Using Firefox Today I tried, the same thing happened, so I tried Google Chrome and still the same problem. Is there any technical issues going on? I have read that under the "free" account you can have up to 5,000 leads. Please help, Al
How to auto-create Activities in Zoho Projects when an activity is created in Zoho CRM?
Hi, I am working on Zoho CRM as well as Zoho Projects. Here I want to create/show the activities that I create in ZOho CRM, into Zoho projects as well. It can be said, I want to synchronize Zoho CRM and Zoho Projects in this context. How can I do this? Any help will be appreciated.
Feature Request: Click To Call tool that will allow you to create a lead after call.
Currently you have to create a lead to be able to make a outbound call. Which is ok. What would be better is to see a number you want to call, click on it, and start a outbound call. After the call you can create a lead or dismiss the call. I have to use talkdesk integrated with zoho to accomplish this. I would rather just use twilio directly connected with Zoho. Build this please! =)
How do I "organize contact details" for ALL my contacts
I have read various topics and I know how to do this with the "gear" for a given contact but i want to do it for all of them at once as there are fields we simply do not need and that I want hidden such as "Attachments" or "Invited Events". I do not see this to be available for ALL records at once. Thanks
Dashboards
I have a paid/standard edition of crm. Would like to use the dashboards but cannot find them. How can I find the dashboards? After two days of searching help topics on this, nothing has helped. Ra
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