Manual conversion of lead to contact and multiple email addresses
I have many leads created because of emails being logged from Outlook. There are many that relate to contacts already in Zoho, but do not get matched because the contact uses multiple email addresses. This leads to two suggestions: 1) Allow multiple email addresses to be saved to a Zoho contact (much like in Outlook) and match attached emails via any one of those email addresses 2) Allow for the manual matching and conversion of a lead to a contact. Zoho automatically catches an existing contact
Contacts in CRM not the same as in ContactManager
The contacts that appear under the CRM contacts tab are not the same contacts that appear in the contact manager. Are these two programs connected? And if not is there a way to auto import CRM contacts into ContactManager?
edit Product detail fields on Quote
I have some custom fields created on product and need a way to edit them inline on the Quote, seems ZOHO only allows fields like List price and quantity to be edited this way. How can I edit my other fields?
Attach Documents to Records in Accounts Module
Hello everyone, I'm having a bit of trouble with attaching documents to records, specifically in the 'Accounts' module (which displays as 'Stores' in our CRM). When I select a record in the 'Accounts' module, I do not have an option to attach a document to the record. I am able to attach documents in the 'Leads,' 'Potentials,' and 'Contacts' modules without issue, but not in 'Accounts.' Is this intentional, or is feature associated with a specific version? Any help is appreciated.
Outlook Plug-In for CRM: Zoho to Outlook Sync Question
Hi. We used Outlook 2010 (32-bit) version, and just had our sales team install the Outlook Plug-In for CRM. I received a couple of inquiries from the sales team regarding the ZOHO to Outlook Calendar sync. If they establish the appointment in their Outlook calendar, it automatically syncs to their ZOHO calendar. So far, so good. If, however, they establish the appointment in their ZOHO calendar, they need to manually sync the calendar for it to appear in Outlook. My understanding is that if they
Email Reports missing most e-mails
Hi, When we run an e-mail report, it is missing most e-mails. We have all of our users sync'd with the GMAIL IMAP, and the e-mails are showing up under the Contacts or other Objects okay, but only select (and a very few select) emails show up on reports. Any idea?
Outlook synchronization overwrites Zoho fields
Dear, During synchronization of Outlook to Zoho all common fields are automatically overwritten, even tough no data in the Outlook fields exist. Is there any way to prevent this unwanted behavior? Thanks in advance! Best regards Geert
Check mandatory not working
Hi, on this page: http://www.formation-hypnose.org/test/ I am testing a form with mandatory fields There is no alert if a field is not completed… Thank you for help Denis
Leads - Company Name - How can I make this show in the Activity list?
We have recently started using Zoho CRM and our sales guy has set a number of activities to call various leads - in the list of 'Activities' for him to work through, I can't seem to include the Company Name in the view as well as the lead/contact name? Is this possible? Any help would be greatly appreciated! Thanks :)
Webforms
How long does is take for the system to create a webform once all the data in entered? I let it go for 15 mins and it's still on "please wait" this is the 3rd attempt https://crm.zoho.com/crm/ShowSetup.do?tab=webInteg&subTab=webLeads
New Users
Good afternoon: two questions. 1) I signed up for the trail edition- tried it and liked it- and I "delete" my account so I can set up a brand new account with fresh data? 2) if I have 3 paid pro users- and I have 3 free users- can they access the data the paid pro users are adding? Can the free users access the paid users information?
Email templates - not available when sending email
I have two email templates created. No templates are available in the dropdown box when sending an email to a contact. The dropdown list is empty (dropdown default for templates is "None", and nothing is there when clicking the dropdown arrow. Any suggestions?
Update events with contact address & name (if related)
We would like to know if its possible to update the event summary & location fields with contact/account name & address. Please advise. Many thanks in advance.
Unable to change CRM email address
We recently upgraded from a free trial account to a standard paid account. During the free trial, we had several different users assigned. Once we upgraded, all of those accounts were deleted. We were left with the first user email that we signed up with. Unfortunately, this is not the main email address for our company that we wish to use. We tried changing the primary email from pcookley@tabatafg.com to our generic email which is info@tabatafg.com but it says that the email is already in use. It
API/Excel Import Leads
I need to import OUR original lead creation date. Neither Excel import not API requests honor our dates but replaces them with the date of the insert. I need this date to be in your standard field to get historically correct Dashboards and reports. I am currently using a custom field but that is a band aid because the creation date needs to be true to our migration.
Events adress field update
Dear All, We would like to automatically update an event location with the adress of the related account, in case the former is empty and this event is related to a contact/account. Additionally I would like to update the name of the event with "Contact name - Account name". Is it possible? How can we make it? Many thanks in advance. Best regards, Jan
I have problem on notification email,
Hi my friends, I have problem on notification email, I tick the check box but i don't receive notification email, all my team have the same problem. how should i solve it? thanks.
accent in webhook
I trying to send data by webhook using json, The words with accents, by example Using "México" it is received "México" Can you help me??
Workflow Rule: establish whether a task has been set?
Hi there, I currently have a workflow rule to send an email to the relevant user where no activity has been 'recorded' on a Lead for more than 7 days. It works well but unfortunately it doesn't take into account the case where the user would have set a task in the future (for example a follow-up call or email). I'm wondering: is there a way to check whether a task has been set in the future for a lead (or contact/opportunity)? In that way, I could edit the current rule to only send that 'no activity'
Customizing address fields and having them propagate from Leads to Accounts
Hi there I've created customized address fields for Leads as Zoho CRM doesn't seem to let me modify the labels of existing address fields. When I convert these Leads in to Accounts, I would like to have these fields automatically populate the corresponding customized fields under Accounts but as these are custom fields, I cannot do this. Can you please help me understand how I can configure fields to be auto-populated in Accounts from mapped fields in Leads when a lead is converted? Thanks Elie
Automation
Automation emails for tasks and alerts are not going out
When Will Zoho Handle China User Connection Speed and Email Rejection Issue
Hello, Zoho people, From Half a Year ago, you set up China subsite, and informed us Zoho is going into China, and your CS team told us Zoho is going to set up a China Data Center, to handle the SLOW connection issue. So we purchased Zoho CRM Plus service, and began to deploy it into our business. At least 6 months passed, what now? Connection speed is still like turtle, taking at least 10 seconds to load every page, yes everywhere, at least in my city, near alibaba HQ, that resulted in abortion of
Notes and Attachments Sections Disappearing
From time to time my Notes sections and Attachment Sections do not appear on customers. Is anyone else experiencing this?
Unable to send email
getting this message :( Invalid "From" address found. Email cannot be sent as per DMARC policy.
Create task with custom functions.
I'm creating a task with a custom functions using the next code. void workflowspace. Bloquear_Tarjetas ( int Dispositivo_ID ) Dispositivo_Resp = zoho.crm.getRecordById( "custommodule2" , input.Dispositivo_ID ) ; if ( ((Dispositivo_Resp.get("Bloquear Dispositivo")).toString() == "true") ) { FBloqueo = (zoho.currenttime + '0W:0D:9H:0M:0S') ; RS = zoho.crm.updateRecord( "custommodule2" , input.Dispositivo_ID.toString() , { "Fecha Bloqueo" : FBloqueo, "Estado" : "Bloqueado" } ) ; RS2 =
Report on notes
Can I run a report on notes so I can see what contacts have notes attached?
Sorry,you have reached the maximum limit in your current edition
We have the Professional Edition and I receive this message whatever I click. Why? I reached the maximum limit of what? If we pass to the Enterprise Edition, do we have any other limit? Where can I find a detail of these limits? Thank you Elisabetta
Disable Mail Magnet
Hi Is there a way to disable the mail magnet notifications? We generally use our email client (Google Apps) to check our email, so the mail magnet notification count of unread emails is kind of annoying. Thank you Jacov
Detailed audit trail
Dear, In the audit trail we can see who made a change to what record. If you go to that record, you can see the updates made to it, but unfortunately it often says "updated some fields". The fact that sometimes the exact change is shown, I am wondering if it is possible to have this available for all fields. From an audit perspective it is not only interesting to see who and when records were changed, but also what was changed. Could you please elaborate on this? Thanks in advance! Best regards Geert
Email is not being delivered by CRM
When I create an event in the deal, I insert the participant's email address to invite them to a conference, but the email is not being sending to them. No one receive the email. For what reason does it happen?
Best Way to Sort?
I have two businesses; a marketing firm and a real estate firm. I'd like to include both firms contacts and accounts in Zoho CRM. What's the best way to classify and sort them? If I classify contacts and accounts by "industry", can I sort by "industry"? Or do I need to classify them by a custom field such as "Product type"? Can I sort by that custom field? Suggestions? Herb H
zoho calendar
I run training courses and want to send students who have registered access to a calendar for their particular program. I've seen this done on google calendar and want to know how we can do the same for zoho calendar. Eg Class size 20 Duration 3 Weeks At the outset of the course, I'd like people to have access to this calendar function so they know what to plan for assignments, exams etc. This calendar would integrate with each students calendar on outlook, ios, google calendar etc. My question
sms workflow integration
I'd like to know that once we decide to set up SMS with one of the providers on zoho; can we set up a rule/workflow whereby once someone registers ona course with us, they automatically get a welcome notification from us? EG We have people signing up for training courses and once they register, I want them to receive an SMS message from us welcoming them to the program. My question; Can this be done How can it be done? Thanks
Plug-in for MS Outlook 2013, Automatic Sync and Many More Enhancements
Two weeks ago, we brought to you many new features and enhancements. One among them was the enhancements of Zoho CRM plug-in for MS Outlook. Why not talk about it in detail in this forum post! Let's begin with the Microsoft Outlook 2013 support. Yes, you can now access the Zoho CRM Plug-in in your MS Outlook 2013 also for both 32 bit and 64 bit versions. Along with this, we've also added some very useful options that are available in all the MS Outlook versions. Here it goes: Stay signed in to the
Pathetic Pathetic Support!!!- Trying to reinstate data in Forecast Module
My CEO accidentaly changed the forecast type of our company while trying to set the forecast for 2016. The system works and as far as i understand, it deletes previous forecast information and starts afresh. Thankfully!! i have a data dump of the deleted data. I have been literally struggling to reinstate the data for the past 3 days. All i get is questions regarding sequence of actions that i have taken that got me to this point! No news and i feel I am writing into a black hole. I have been using
Better Captcha Code?
I created a Web Form and recently I have been getting a lot of spam leads submitting. It does not seem like the captcha code is preventing spammers. Is there anyway Zoho can improve the captcha code?
Transferring events to another user
I recently transferred a number of accounts between two users. Unfortunately, the new user cannot see the events tied to the accounts they were transferred because of the way our sharing rules are set up (the events were owned by the old user). Is there any way to allow the new user to see the events only on the accounts that were transferred to them, without creating a company-wide rule allowing event sharing access? If there was a way to select the events for only the accounts I transferred, and
Converting mulitple Leads to existing Accounts
We need to convert multiple leads to existing Accounts (which we call Clients) - how do we do this without going into each Lead individually and converting one a lead-by-lead basis - can we convert by batch?
How many projects can I create the free account?
How many projects can I create the free account ?
Automate email marketing campaigns
How do we automate email marketing campaigns?
Next Page