Lead, Account, Contact Should have same basic Fields!! ...and other related issues
Hi I have several problems and requests that seem to be counterintuitive for a program that it´s supposed to make Client Relationship Management easier . 1. So I have spent time customizing my Zoho CRM Professional, added Leads (real ones not just test ones), products etc and so I try to convert one of my Leads into a Contact, only to find out that some data got "lost" without even a warning. What gives!? This is supposed to be an intuitive program, user friendly and it turns out that not even default
custom function to create a quote
I am creating a Quote through custom function , but when I add the data "Product Details" in the query I am getting an error . Any solution ?
i'm getting "Mail cannot be sent as the following email address do not exist" error
Hi Please look at the screenshot and suggest a solution as I'm not able to send out emails. This started today.
Zoho CRM - Reports
Hi, I was hoping someone could help with the following query. We currently use Zoho CRM and I have encountered an issue when trying to use the reports function. I am trying to export potentials who have reached a particular stage during the process of being one of our customers. The report is selecting potentials based only on the stage they are at and that they have an email address. There is no other restriction/selection criteria on the report. However this report is missing records that I know
HOW DO I DO A MASS ACCOUNT OWNER UPDATE?
BECAUSE I UPLOADED ALL OF OUR ACCOUNTS (20K RECORDS) IT ASSIGNED ME THE AS THE ACCOUNT OWNER. I WANT TO HAVE A RULE THAT MATCHES THE CREATED FIELD IN THE ACCOUNT MODULE (SALESPERSON) TO TRIGGER THE RESULT TO A CORRESPONDING USER, HOWEVER, THE RULE DIDNT WORK. THOUGHTS?
Getting Notes from CRM API
I'm hoping to pull Account Notes along with other Account info through the API (like when you generate a report and include the Notes module) I've searched through the API documentation but there doesn't seem to be a way to access Account Notes in the listed Modules or Methods. Am I missing something or is this not currently supported? Thanks!
How made you one to convert a contact in account?
Please Help-me How made you one to convert a contact in account?
Price not displayed in quote
I have products with a list price and a start date in the past. Added to a price book. When creating a quote, prices are displayed as $0.00. Need help.
How do I move a converted lead to a client?
I've used 'mass convert' to convert my leads but they've disappeared. I have a tab called 'Clients' but can't figure out how to get them to populate there. Please help anyone! This has become a huge time suck!!
I'm so lost..........
Is it possible in free version to take the specific information entered in one module (Contacts), and send that information into another (Leads), so as to create a new lead?
Account Name random data
I notice that random names are being dropped into the account name field for many contacts. The names are real names but not related at all to the contact and not entered by me. Any idea why this is happening?
Enhancements in Zoho Projects Integration, Managing Macros, Custom Modules and more!
Here is a bunch of enhancements brought to you by Zoho CRM this November. The updates include enhancements in Zoho Projects integration with Zoho CRM, Zoho PhoneBridge, macros, custom modules and Webhooks configuration. Read on to know more. Create a Project Group in Zoho CRM You can now categorize projects in Zoho CRM. While creating a project you can select a group that the project belongs to. You can create a project group from the Projects tab. The Project Group thus selected also appears
How do I add quantities of products to potentials?
I have spent a considerable amount of time trying to determine how to add quantities of a product to potentials. I found a forum thread from 2007 saying that this feature would be added in an upcoming release (September 2007). However, I can't figure out how to do it. Help! Don
Emailing from a reports
Hi, I am looking a purchasing the professional edition. I am playing around with the trial. I have run a report to see what accounts have a certain product active. Is there a way I can take that information and email these accounts product/sale information? Thank you, Tom
I do not see templates when trying to send email to a contact
When I bring up an account and select the contact and try to send an email template there is nothing in the drop down box. I've seen other threads like this but no fix was attached. What am I doing wrong my templates are there. Can you help with this please Thanks Gord
Create web form to potential
Hello , I need to create a form to generate our business proposals and that they are linked to a potential . Someone would have an idea? thank you
How to print account notes?
How can I print an account history including contacts and the notes I have entered over time?
How to create a group of contacts?
Hi all, How we can create a group of contacts on CRM contacts? Thanks Rasoul
Add Most-Recent Open Activity Column and Most-Recent Closed Activity Column in Report
In a Potentials Report that includes Account/Contact/Activity modules in the report, I'd like to display two columns: one that shows the most recent open activity, and the most-recent closed activity. That way I can make a report that shows what the next open activity is, and the most recent closed activity. Is this possible to do?
Feeds module not reporting updates to tasks properly
When looking at the Feeds in Zoho CRM, i can see updates to Accounts and Contacts but when a Task is changed or created, the only thing we see is numbers which I assume are references to the account or contact. We have no information on the contact or account that this task is associated with. See photo below. As it is now, the Feeds module is useless because the numbers don't mean anything to us. Please help!! Thank you, Boris
Zoho CRM Social Tab and Zoho Social issues and disappointment
Hi I´m using both but have a few concerns Social Tab: It loaded the Facebook news feed up to today BUT for some reason it has not updated the Messages, so I cant seem to test the "Add Contact" feature. I have reloaded the page, cleared cookies and cache, I even removed the Facebook Page and added it again, but it is stuck on an old message!! it just wont update. What else should I do? Zoho Social: I just signed up to this today, and the latests Messages and posts are up to date BUT there is no option
Manage Business Email from Gmail but send from within Zoho CRM ?
Hi I started the topic IMAP setup NOT working for my Domain email with this question amongst others, but now I think it should get it´s own topic. Up to this point I have managed ALL my business email from Gmail because I love their interfase. So, I have my domain address setup to forward all emails to my gmail account, and I have setup my Gmail account to allow me to Send Mail As my Domain email. So everything is saved in Gmail servers, I mean all Sent and Received Messages from my domain (within
Outlook for Mac - Events Synchronization
This app integration just does not seem to work. Has anyone had success getting their Outlook for Mac calendar to sync properly with their Zoho CRM Calendar? Also, using Zoho to invite users / contacts has many issues - i.e. when the invitee accepts the event it doubles up on calendar. Is there an update coming?
Pick-list Criteria Filtering
Some time ago, Zoho took away the ability to filter criteria in views and reports for pick lists using "contains" and "starts with", and "ends with". Now, you have to pick every single application option. Why?? This lowers usability and functionality!
Picklists: can I create this conditionally?
Is there any way to create a picklist that is dependent on another picklist? I am speaking of using the products module, btw. For example, the business I am working with sells pianos. Each manufacturer (Yamaha, Hailun, Steinway, Kimball, Petrof, etc) has their own unique system for model numbers. I would like to be able to select the manufacturer, then select the model using picklists. We will be using iPads as our main interface and typing with one hand is quite difficult for most of our sales
Syntax for creating formula field with dates
Hello Zoho, I am trying to create a formula field that refers to specific dates. I checked the documentation, but wasn't sure the best way to approach. Basically, I want the field to return the value "2015-16" if "Due Date" is between 8/1/2015 and 7/31/2016 or I want it to return "2014-15" if "Due Date" is between 8/1/2014 and 7/31/2015. I also saw that you can't use If...else, but I am following what it says in this posting: https://help.zoho.com/portal/helpcenter/articles/how-can-i-create-a-formula-number-field-with-the-if-else-statement-25-9-2015
Notes in the modules list
I really need to be able putting the very last notes of any Accounts, in views. So with that, we wont have to go in every account sheets to get the most important parts of it. Having ''notes'' note in the modules list, is probably a simple thing to do.
Add existing Leads to a campaign
I have set up a campaign already and i have managed to add existing leads to the campaign and add more as there is a link that says "add existing leads". However when i have created a new campaign there is no option to "add existing leads" to the campaign. Can someone please help me remember how to do this or have ai missed something?
add custome module as a related list in the contact module?
Hello, I would like to know if is possible to add a custom module that I created as a related list in the contact module? thanks in advance Daniel
Migrate data from accounts to potentials
I'd like some advice if possible. I'm trying to move data from specific fields in my Accounts to the same fields in my potentials. Is there an easy way to do this. I have tried exporting my Accounts data, renaming the CSV columns and then importing them as potentials my idea was that i could import the potentials as half filled out potentials, with missing data, and then merge the duplicate information into the existing potentials. H owever this poses a problem as the exported data doesn't contain
Setup a Button with a Webhook to Zapier
Hi, I want to setup a Button with a Webhook to Zapier. I'm new to Zoho, so I'm looking for some advice and best practice for this topic. Is there anybody who can recommend a blog post or a training for this kind of automations with Zoho? Thanks Thomas
Tutorial for Custom Functions
Hi, I'm looking for a Tutorial or an Online-Training about the Custom Functions. I'm not a programmer, but I want to use the custom functions to automate all my ideas. Any recommendations, links? Thanks, Thomas
How do I set the module that handles products to display?
I accessed it at one point in time but hid it because I didn't need it back then. I've tried figuring out how to set it back but can't. It's not in my module list under Setup -> Customization -> Modules -> Manage Modules Any other ideas?
Access Setup to Leads , account and Contacts
We have three types of groups in our company For e.g. Group 1) A, B , C Group 2) D, B , C Group 3) E , B, F A , B , C, D , E , F are individual sales people. How do I restrict access to the records based on these groups? So if Group 1 created some accounts , group 2 should not see it and vice a versa, We have professional Edition. Thanks Steve
CRM form not adding data or sending email.
I am new to Zoho and need some assistance. I created the following form: http://ctac-nh.zohosites.com/nick-test.html using embedded html. The form does not update any data and does not send out an email when submitted. It does got to the destination page as it should. Any help determining what the issue is would be greatly appreciated.
Cancellation
I need to cancel my account so I can rejoin as part of my company's account. How do I cancel out and start over????
Linking Potential to both the Contact and Account, with the Account Lookup field visibility hidden for standard users
I'm not sure if this is a timing issue but we have the system setup to show potentials on the account and contact level. I was asked to hide the option for the Account lookup field for the Potential module record. When the visibility is hidden from the user or even admin users who can use the field the auto-fill the account feature after the CRM Contact lookup is selected. Did not work when the user uses the Contact Lookup field and saves the Potential record. However, when the field is visible to
MS Outlook Field Mapping
I am trying to sync my Zoho CRM contacts with my MS Outlook contacts via the Zoho CRM Outlook Plugin. All fields import accurately except the email field. Any suggestions in resolving this would be much appreciated. Thanks, Raghu
Receiving email through Zoho app, but received emails aren't showing up the Contact, just sent
Everything is set up correctly. I am sending and receiving mail through the Zoho app with my Yahoo account and replies from customers are showing up in the mail magnet pop-up, but are not showing under under the contact's record. Is this a Yahoo issue? Can't seem to sort it out! Thanks, Amy
How to define a data type in a Custom Field formula?
Hello, I want to create a Custom Field with a formula that returns me a value, if there is a value in that field, if not it should return Blank. The problem is that the field I am calling is a Multiselect Pick List, so is not a regular string field. What I am trying to do is to use the If funtion with the Contains function, however I haven´t found the way to write it just by stating that if there is something there return this value, if not return nothing... Could you help me to clarify this? is
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