New User Please help as soon as you can
I have two people on a free licence. My licence is CEO and my colleague is designated as manager. I cannot see how to look at my collegaues work. Is this only a paid option? I cannot see data sharing settings https://www.zoho.com/crm/help/security/data-sharing-rules.html sharing settings
Workflow based on Task + Contact or Lead Criteria
I would like to create a follow-up task under this criteria Lead is still a Lead or Lead is not a Contacts AND Task Status = Completed If the Lead is no longer a Lead, I don't want to create the follow up lead.
Not a new topic but still waiting
Hi I asked a question about deluge and very efficiently it was answered with some code. Unfortunately the code did not work and on asking again it was suggested that i send a phone number in. Obviously this is less than ideal as we run a busy office and i am not always here, plus i do sometimes find it hard to follow conversations on the phone which involve code and overseas callers. Is it not possible to book a slot on chat as i do with other companies or even an online login. The problem often
Signatures appear differently on emails than within template
Hi. I'm having a bit of difficulty with email signatures. When I create them, either from within the email settings or the personal settings (which is a nuisance), they appear the way I want them to. When an actual email is sent, they appear differently - spacing, etc. I did a live chat and got nowhere. Can you please help?
getModules API Call does not return usable modules, and also returns unusable modules
I would like to reiterate the following post - https://help.zoho.com/portal/en/community/topic/crm-api-getmodules-feature-request The getModules API call returns several modules that are not usable in integrations (such as Activities and Emails), however it does not returns modules that ARE usable such as Tasks. Is it possible for this to be addressed? Sorry for the repeat post but I saw the previous post was never replied to. Thanks for any guidance.
CRM API GetModules feature request
Hi, Here is a little feature request for the GetModules API call, which to me is inconsistent. At the moment, the call returns the "Activities" module, which nothing can be done with, but doesn't return the 3 underlying modules (Tasks, Events, Calls), which we can do something with. So if I want to present users the list of modules they can create field mapping with our application, for example, I'm forced to remove Activities from the list and to hardcode the 3 other modules in the list. The API
Leads are not saving after entry
After hours of entering leads, only a few are saving.
How do i import multiple contacts to the same account without duplicating the account?
when importing, say account name ABC which has 5 contacts attached to it, my import will produce a seperate ABC account for each contact that has been imported. How can i import these multiple contacts without zoho automaticaly creating a new account for each one?
Supported Modules for Notes
Is there a list of modules which support Notes? I am working on an integration with the Zoho CRM API and would like to know where to focus my efforts.
Not Receiving Hard Bounces
I sent out a bulk mail via the contacts tab. I filtered to a specific criteria, assigned an email from Email Templates, and then sent out ~300 emails. I received a good amount of soft bounces (auto-replys), but I did not receive a single notification of hard bounces. I know I should have received some because I tested out 5 emails address which I knew would generate a hard bounce. Is there a setting I need to enable to receive hard bounces? Is there a different way of sending out emails through
HOW TO REMOVE TERRITORIES FROM ANY ACCOUNT OWNER
Hi! I am facing problem to remove territory under a particular account owner. Please help me to tell the process for removing territory.
A tutorial on how to get data from produxt module to other module
Pls help. I need to find a way to copy a data"pattern name" from Product module to a field in quote module , pls assist
Time based Workflows...do they actually work?
I've been trying to get my timebased workflows to work for weeks now. I've got a date in my potentials and I want to create tasks 7 days prior to that date and then again 3mths after that date. I've just deleted the workflows which have never worked and redid them. They still dont work. Using the Rule trigger - based on Date field value = selttled date = 7 days before. Any idea. Ideally if someone do can give me a screen shot example of one that works.??
URL in Lead > Notes
When I cut and paste a URL into Notes for a Lead it is not clickable. Is there a way to create a Hyperlink for a NOTE in LEADS?
task reminder and notification
I have been having some trouble with Zoho CRM. When I make a task and want a reminder on email, I don’t get a notification on e-mail. Furthermore, I don’t get notifications of any updates in the systems, if one of my co-workers are making new leads etc. At the same time my co-workers gets notifications and e-mail reminders when they do the tasks for themselves. But if I make the task for them, they don’t get either.
Clone leads not cloning on import
Hi, When I select "Clone Leads" - the system is not cloning my leads. They are shown post upload as "Skipped". I want to be able to create cloned leads, and then merge or de-duplicate leads after upload. Suggestions?
Next action date column
Is it possible to organize my leads by next action date? Basically, I have a CRM that is a phone book. If I am working with hundreds of people on projects spanning years I need to be able to organize them by what needs to happen next. I know there are email alerts (and I'm a paying member) but the whole point of a CRM is that everything happens in the CRM. Is this in the works? Did I completely miss something?
Question regarding real close data on Opportunities
I need to extract some reports between dates concerning Opportunities. For that reason I need to know if exist a field containing REAL close data of the opportunity, to use it on filtering the report instead of use Close Data, that could be modified by the user. Any suggestion about it? Best regards
Problem Adding a User
I created a CRM account for our company and I wanted to add another person to it. However, when my college opens the invitation she should type in a passwort to continue. But I don't know what kind of passwort that should be. My college doesn't have an account yet so she creates her own passwort. After she does that, there appears to be an error we don't understand. Anybody can help me with this problem?
Only Six Fields Shown In the Selection List for Updating a Field When Creating a Macro
I need to create a macro which will update Lead Status to "2nd Follow Up Initiated" for selected leads. However, I am only able to see six fields - Annual Revenue, City, Company, Country, Title and Email Opt Out - in the drop-down list under "Actions" > "Update Field", so I can't select Lead Status. The same thing occurs when creating a macro for Contacts - only six fields are shown in the Update Field list. Please advise how I can make all fields appear in the Update Field selection list for Leads
Why do all my team members see the contacts and leads of each other
I dont want all the team members to see each others records. Though in the data sharing rules default permission is private yet each of them see all the contacts and leads
Switching from Annual to Monthly Users
Hi! I am currently subscribed to ZOHO CRM with 5 annual users at the Professional Level. I would like to add 10 additional users and switch our company subscription over to monthly. Please advise.
Source reports for dashboard components
When I build a new dashboard component, some of my custom designed reports show up in the source report drop box, but not all. How is this managed?
Making
Dear how i can insert in any email template a user name and password that comes form other source like the META TRADER i have a meta trader and there is a plugin that gives directly a user name and password for DEMO Account USING Certain plugin. so when the client apply for our website : www.cfimarkets.com/landing a welcome email form zoho comes here how we can give him a user name and password within this template and those credentials comes from mt 4 i have attached what should be done so
Struggling to understand what POP mail is going to give me.
I bought the product after the trial only to find out that the version I bought did not include IMAP. Felt this somewhat disengenuous as I attended all the webexes etc and it was never mentioned. Anyway before I cancel my subscription I am trying to find out exactly what POP will give me going forward. Cant find any documentation other than how to set it up. Also want to understand exactly the difference between IMAP integration to Zoho CRM and POP integration to Zoho CRM.
Getting Duplicate Lead Upon Entering New Lead
Why do I see a duplicate lead under "All Open Leads"? This has happened more than once. What I am doing wrong. I am simply saving the lead that I entered. Should I not hit the save button? Thank you! SBP
trail
If I start creating leads during trial version will it save when purchase full version?
Automation Rule Not Working Properly
There seems to be a problem with the Rules in Automation. If you select Execute workflow only when the criteria is met for the first time, the rule does not work properly. If you select it for a second time it executes the rule again!
Export To Google Tasks does not Include any Information - except a simple title
Great concept, but not very useful. At least send detail about the task to the "notes" section of Google Tasks and send Date information to "Date" section of Google Tasks. so far this is all you get: ======================================= ‹ Back to list Call Move to list ‹ Back to list ============================ WHICH IS PRETTY USELESS!! Kurt Kunselman Sales and Marketing Director AccountingSuite 888.328.8275
Zoho CRM Inventory Templates with Header-Footer and Page No.
If you are looking for beautiful templates for Quote, Sales Order, Invoice or Purchase Order in Zoho CRM with Header, Footer and Page Number in each page: you are in the right place. Here's the Template Library. We will keep adding to this library. If you wish to build a similar template - please drop me an email at arnab@glionconsulting.com. Happy to help as always Thanks & Best Regards, Arnab Bandyopadhyay GoldenLion Consulting Services Private Limited Email: arnab@glionconsulting.com | Skype:
Adding Contacts to Campaigns - There's got to be a better way
Using Campaigns for email marketing purposes seems to be how they should be used so we are going down that path. Moreover, it seems that most email marketing solutions like Constant Contact will sync with a Campaign contacts, so there are even more reasons to do so outside zoho. So, in our case we want to isolate a group of existing contacts based upon a query which we've established under contacts as a Custom View. Currently it seems 'impossible' to leverage a Custom View query to populate Contacts
InsideView integration?
Hi We are interested in using InsideView which is an on-demand sales application it can mash-up with leading SFA/CRM applications such as Landslide, Microsoft Dynamics CRM, NetSuite CRM+, Oracle CRM On Demand, Salesforce.com, and SugarCRM. Any possibility that you guys can make it work with our CRM? Thanks for the consideration. -g-
Can I create a contact into a lead
Hi, I am new to Zoho and have CRM and recruit together. I am using the CRM for the purpose of turning contacts from a prospect into a client and then moving over to recruit for the service. I have imported all my contacts into CRM and they are all in the contacts field. I have realised that I should have moved some of theses into leads. Is there a way to move some contacts into the leads section on CRM. Thank you for your help. Steve
updating records from other forms
Hi I have finally been getting my head around Deluge and using it to drag info from one form to another. I have managed to do the following but come what may it will not update the field. I have used info to check the correct data exists. I then spend along time looking at my automation calls to make sure that was correct. I have it on edit of create form. Here is the code i have used. Any ideas before i go completely mad. x = zoho.crm.getRecordById("Contacts",input.customer); smsnumber=x.get("Mobile");
Cannot map Lead Owner when importing Leads [SOLVED]
I'm trying to import a csv file full of leads. In addition to importing them I want them to be assigned or Owned by certain users of the system. I have followed the help file step by step and cannot make this work for me. After importing the leads successfully the Owner of the lead is still me the one who imported it. Not the person I wanted them assigned to. Per the help file "Working with leads" I have added in the csv file a column labeled "Lead Owner" However in step 2 of the wizard there is
Emails section not working properly on Leads Module
Hi, On the Leads Module at the Emails section I can only see the 20 last e-mails exchanged with the client. I can not see the previous e-mails when I want to navigate to the 21-30, 31-40, etc.. e-mails. What can be the problem? Thank you! Peter
change from trial to free version
Hello, how can I change the trial to the free version? thank you
Do we have to use Accounts in our CRM system?
We are service providers and each sale is to an individual client - not a company. Is it possible to not use Accounts? If so, how do I customize the system? Thanks in Advance - Judy
How do I disable a custom field on the Create/Edit Contact form?
I want the Contact to contain custom fields. All work except for a field that I want to make read-only: I don't want the user to have the ability to type anything into this field (it's a key for another system) but it looks like I can only make the field required (*) and limit the character input. How do I either hide the field or make the contents read-only? I still need the field to be present in the Contact record (so I can search for it later).
leads view - Max Rows allowed is 100
Hello. In the leads VIEW there is a limitation: Max Rows allowed is 100 This is very unhandy especially when I need to take a complete CSV file to import elsewhere. How can I get rid of that limitation? Many thanks Yves
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