Need an Experienced Paid CRM Consultant to Assist with Zoho Creator / CRM Integration
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Import Leads
Hi, I'm trying to import leads from excel sheet as usual. in matching field part when trying to select a specific field it shows a sentence with all fields available on the excel sheet rather than select from list, then unable to select specific field..Thnkx
Office 365 all features both cloud and desktop - Got to Get with the program!
This is crap! You don't want to accept the fact that you have to make this user friendly with Microsoft, any program with microsoft. You get this to work with activsync and other Microsoft and make the procedure to connect very clear and we will move 1000 employees to Zoho. Is that simple. Your responses are shallow on purpose and you don't want to accept that microsoft rules and will always be the base for our emails and contacts. No Zoho is great but and we want what you have but it is not great
How do I change data entered into ZOHO crm accounts into a contact?
Before I understood how the zoho crm worked i added data into the crm but now I have realised that some contacts have been entered as accounts. How to I switch the data over to contacts?
Implementation between Zoho and outlook
Hello, tried to add the Zoho oulook addon following this guide: https://www.zoho.com/crm/help/outlook/install-plug-in-for-microsoft-outlook.html#Download unfortunatelly when i going to Apps & Add-ons > Other Apps > Plug-in for Microsoft Outlook The addon for outlook is missing, Please Help, Thank you, Matan
Speed of email fetch
Does anyone have any input on how to get the zoho email fetch rate to be faster?? We have had Zoho for over two years now and I have had it with our slow Zoho email fetch rate. If I watch how long it takes for email to hit my zoho vs. my gmail account it can be up to 10 minutes later. Our customers are always sending us files during phone conversations that they want us to look at. We cannot rely on Zoho for this important element in our sales cycle. If I cannot get meaningful improvement on this
Syncing problems on multiple devices
I am having problems with the notes I enter for client details syncing on all the devices. It shows up online when I log in but only on one iPad device and not both.
product tree
Hi, How can I create a product tree with the different products of our company? I want to make product categories and subcategories. Is that possible? Thanks
Turn Off Big Deal Alert
Hi There, I am trying to figure out how to turn off "Big Deal" alert. I have no idea how to turn this off, and whenever I close a deal over 5K it sends an email out to everyone on the team. Pls Help.
Potentials Matrix report totals don't match up with summary report
I created a matrix report comparing Potential Owner with Stage (Stage History). This gives me a great snap shot of where our sales team stands. In order to validate the totals I created a separate summary report on Potentials. I am grouping by Stage(Stage History). For both reports I created a filter date where "Potential Last Activity Time" is set to "Last Week". If I look at one particular BDM, in the matrix report I get a total of 53 records. In my potential report I get a total of 71 records.
Match an existing Offer to a Potential
How can I add an offer that I've already done to an existing Potential....???
Getting a custom field to appear in the query results
Hi, We have a custom field that is populated when a person is put in as a lead and is then approved to become a contact. to show this person on a web page, I'm using the api to pull out their details based on their email address $url = "https://crm.zoho.com/crm/private/xml/Contacts/getSearchRecordsByPDC"; $param = "authtoken=".$token."&scope=crmapi&selectColumns=Contacts(Contact Owner,Lead Source,First Name,Last Name,Account Name)&searchColumn=email&searchValue=".$email."&version=2"; How do i add
Dialing from VoIP phone
Hi, I would like to be able to click a phone number from within a Zoho CRM record and have that call made with my VoIP phone. I use Counterpath eyeBeam 1.5.20.2 as my VoIP softphone. How can I do this? Thank you.
Search - Fields
Am I able to exclude certain fields from the search index?
Zoho CRM Email Module
I use Zoho CRM for my business and I make frequent use of the mail portal from within the leads/contacts window to communicate with leads and contacts. I have two different email addresses that I use for my business but I'm able to have only one enabled at a time for Zoho CRM. If I forward the emails from the one address to the other that I have enabled on my account will those start showing up in the email portal?
Getting Insufficient Privileges error as Super User when trying to Connect Google Calendar
Why am I unable to connect my Google Calendar with my account? I went through the pop up asking for authentication, and after which got the error (see 1st screenshot). Note that I'm the sole and super user of the account (see 2nd screenshot). Am I missing anything on this side or on the Google side? Also, it's regular Google calendar, not Google Apps for business or the like.
how to export complete module in zoho crm
hi, i want to move complete module customization (including new custom fields and data ) from one zoho crm instance to another zoho crm instance. is this possible in zoho crm.if yes then plz let me know us many of thanks Regard: Faizan sattar
Numeric format thousand and decimals separator (europe style)
Hi. We are in spain and need to change the numeric format to european style (thousands separated with dots and decimals with comas). I can't understand how it does not automatically change. Thanks
Problem with Potentials, Quotes and Invoices
We need to have all currency formatted in European Style, 14.256,00 € or EUR 14.256,00. This means, we need to exchange Decimal separator and Thousands separator for being able to issue invoices in Euro format and it would be great if we can have an espace between the currency Symbol and the figure. Is this possible? BRegards
Search problem/bug
I have a user who can view a Potential if he goes to the Potentials tab, but from the Home tab (or any other tab), if he uses the Search function at the top of the screen, the search results come back with "No matching record(s) found..." help?
Sharing a Potential with another user when the Module is set to private
I would like to use Territory management to share Potentials with other users where the data sharing is private. I created a Territory name for each User (using their name) and used a picklist of users in the Opportunity and a Territoty Rule to assign an additional user to the User's Territory. Unfortunately my Potentials do not have an associated Accounts. It appears Territory Management does not work for Potentials with no associated Accounts. Anyone any ideas how a user can make a Potential
Sync both Contacts and Leads with gmail
Dear all, sorry newbie question...I've looked everywhere but can't find the answer to this. I have Zoho CRM Professional edition and understand I can sync Contacts with Gmail Contact, however am a startup and most of my "contacts" are in Leads section of Zoho CRM. How do I sync BOTH Leads and Contacts with my Gmail Contacts? Many thanks Nigel db
Message sending failed via Leads
Hi, When I try to send an e-mail via the opportunity module, it fails : "sending message failed" as you can see (in French) in the attached screenshot. Can you help ?
date field is filled with different time
Arguments: Name Value specifyCMid = Publicação.Publicação Id dateaud = Publicação.Data Audiencia With this code can create a custom task on a custom module. But when the system copies a date field this custom module for my task (the two records have the same date -time field) , the time is filled with a time +2 hours . mp=map(); mp.put("SEMODULE","CustomModule6"); mp.put("SEID",input.specifyCMid); mp.put("SMOWNERID","256525000014462381"); mp.put("Subject","TESTE DE CODIGO"); mp.put("Data Audiencia",input.dateaud);
Fill the owner of another guide
I have a code that creates a custom task for each registration account entered into the system . But must this task be the owner of the contacts record that is different from account . Arguments => prop : Clientes OwnerID mp=map(); mp.put("SEMODULE",("Accounts")); mp.put("SEID",input.specifyCMid); mp.put("SMOWNERID",input.prop); mp.put("Subject","Verificar se inicial foi distribuida"); mp.put("Status","Not Started"); mp.put("Priority","High"); mp.put("Due Date",today.addBusinessday(10)); mp.put("Andamento","Gerenciamento");
Outlook Plugin
Good afternoon I downloaded the plug in for the Zoho for Outlook 2016, Windows. Windows 8. It downloads and indicates it is installed. However, in outlook I do not see the Zoho plugin to activate or sign in. Can someone please assist? Thank you!
Pushing contacts into office 365
Hello I am trying to figure out a way to take contacts as they come into zoho or are entered and push them into office 365 company contacts and then add them to distribution groups. Has anyone tried to accomplish this?
mass add products to potentials
Is there a way to mass add product details to multiple potentials?
list of public email templates does not appear
I just created a new contacts template. I tried to send it to myself to review, but the drop down menu which contains my templates simply shows "none" and no options are available. If I try the exact same action with any other contact in my database, the public template drop down menu appears, and the new template is among those listed. This is a new problem this morning - earlier today the drop down appeared, as it always has Pls advise and correct asap.
Auto-Populate Amount in Potentials
Hello, What I'm trying to do seems really complicated and if it's even possible, it'll probably have to be done using a custom function. My primary goal is to get an accurate amount input in the expected revenue field. I'm trying to do this by having an amount auto-populate in the "Amount" field in a Potential. The amount is not just a set amount, it's dependent on several variables. I have a custom currency field (called Average Production) that will have an amount manually populated in it, I'll
Tracking Leads
Looking for a way to utilize ZoHo CRM that allows us to upload our Leads and be able to schudule and track follow-up actions of those leads in real time. Would love to see some examples of this or any suggestions on how to achieve this. Thank you!
outlook plug in
is there a plug in for outlook for mac
Customization - Search Layout on Leads
I have changed the search fields on the Leads customization, however the search fields do not appear, ,Does anyone know why? https://crm.zoho.com/crm/ShowSetup.do?tab=customize&subTab=search Peter England Tel: 0208 123 1473 Skype: peter_England
Formula error
Could someone help me with this formula? What´s wrong? If(${Products.Vendor Name}=='Elpra',1,0) the error message is telling me "quotations marks missing"
Contact approval workflow for Contacts added from ConstantContact through SyncApp
Hi, We have a webform on our website that links to our ConstantContact account (I think the form is built in FormStack) Each night, we run Carzoomi SyncApp and any new contacts in the ConstantContact list come into Zoho. I have asked the web developer to pass a value for "Webform Contact" for Contact Source field so I can identify these. I have Rules and Alerts set up to notify my admin to check the info and my BD team to follow up. What I would like to do is create a workflow with approval, much
How to extract transitions of a potential from from one given state to another in a report
Hi, I'm trying to create a report on our potentials listing transition from state "lead" to state "offering sent" within the last 30 days. Just this transition. Anyobody know how to query this? Best regards - Mike
Feads
We have just started trialing zoho, so are only using the free version at the moment. does the 'following' and unfollowing' of feads not work in the free version?
How to split/parse json response from zoho crm api using asp
Hi, I am getting below json response from zoho CRM API. But i need your help to split individual variables like content, val from this response. // JavaScript Document { "response": { "result": { "SalesOrders": { "row": { "no":"1", "FL": [ { "content":"38660000015546081", "val":"SALESORDERID" }, { "content":"38660000015546083", "val":"SO Number" }, { "content":"Product Name", "val":"Subject" }, { "content":"2016-01-11", "val":"Due Date" }, { "content":"Delivered", "val":"Status" } ] } } }, "uri":"/crm/private/json/SalesOrders/searchRecords"
Data sharing rules limit at 15
I see on the Enterprise edition there is a limit of only 15 Data Sharing rules? Is this correct and is it org wide or per user? We use territories, but they only work on Accounts, Contacts & Potententials. We need to give granular access to Inventory modules, i.e. Quotes, P.O. and Invoices and Cases to non-sales team members. It seems the 15 rule limit is not practical. Thanks
What can we do to avoid spam messages?
I use a web-to-lead form on my company's website and I've been got a lot of spam messages, as you can see on following snapshot: So, what can I do to avoid those annoying stuff? I've configured the Recaptcha from Google and programmatically adapted to web-to-lead form in order to try blocking those spammers, however they still coming. If there something I can do it would be wonderful. My hosting is from GoDaddy with cPanel, if it's relevant.
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