Converting Potentials
Hi- I seem to be unable to convert a Potential to an Account when it goes active. We can convert Leads into Accounts, but I can't seem to find a way to convert the Potentials- I don't want to lose all the notes and tasks scheduled. Any help would be appreciated. Thank you-
Try to find out the email function
I setup a new CustomModul which included the lookup field for contacts (incl. email address). I also setup a mail template for this CustomModul. Now I want to send an email to the client. Get the error: Unable to send email as the CustomModul does not have eigher an email address or a secound email address. I tried the BigDeal email in the contact, what works fine.
Backup CRM - backup starts on
Hi, if I want to backup all the CRM, do I need just put date "today" or do you mind explain me what exactly "date backup starts" mean? Thank you very much. Martin
Mail merge
I just renamed my Mail merge folders, and then - my templates were gone - Frustrating
Custom field formula limit reached?
I am getting the following error message when trying to create a formula in the quotes module; "You cannot create this Number or Currency formula field. You already have 7 Number & Currency formula fields and 8 Number & Currency fields" I am using the "professional edition" of ZOHO CRM which states I can create 15 formula fields. I only have 8 formula fields created so far and need to add more Can anyone help?
search leads by lead owner
Hey all, We have 4 sales reps including myself. How do I view each person's leads separately by lead owner?
Unsubscribe or delete contacts
Can I delete subscribers on the free plan? I guess not Can I unsubscribe people on the free plan? I need to send a campaign urgently and I must remove a few people, is there a solution with Zoho CRM?
How to get the created Authentication Token ID using API? or How to create login with authentication token?
Hi, I have to create login access with new Rest API version, on my older version i have generated dynamic & unlimited tickets with credentials. But in new we have to create authentication token and this tokens are seems to be limited. So please help on this. 1. How to get already available authentication token? or 2. How to create login for new API access? Thanks in Advance, Prakash Kannan K
option to automatically create event from invoice - since it's not possible to map fields from the two modules (or is it? - it's only been 4 or 5 yrs now)
I had hoped that it would one day be possible for Zoho to become more suited to our business based on booking entertainment for various events. In the years I've been with zoho I had hopes that one day it would be possible to map fields across all CRM modules but why on earth this is not possible is beyond me. So then some time back you guys came out with workflow rules which sounds great but it really only allows me to create a few field updates and the things hat would really make a difference
add in not available in outlook after download
The add in is not available for me after installation. I have: > check all of the trust center settings for disabled add ins as explained in the documentation > downloaded and run the ....../64_bitfix.zip file (which stopped running because it could not find redemption.dll) thanks scott
CRM Emails not loading
I just sent a lead email today for the first time and when I click to see the lead's client's business card to see the email I just sent it just says loading. It's been saying this for a few hours. When will the email appear? Thanks
Suggested 3rd party email clients
What 3rd party email clients does Zoho recommend for having email best integrate with CRM? I see this question was asked once before but no reply. Thanks Nick
ZOHO CRM UI
Hi, I have noticed Zoho rolling out new UIs for most of Zohos apps lately , this new direction is much more modern & user friendly, my question is regarding Zoho CRM, is the CRM going to follow the same design cues from new mail, social etc apps????
Creating new tasks
Hello, When creating new tasks, there is an option to click "Save and new." When you click this, it brings up a totally blank task where you have to associate the new contact, opportunity, account, etc. from scratch. When my organization uses this feature, we would like an option to click "Save and new" and create a new task for the contact, opportunity, account, etc. that we are already in. Would there be a way to differentiate "Save and New Task for this Contact" and "Save and New Task (Blank)"
Missing Application Button
Hi it's easy to go from Zoho invoices to Zogo CRM via the button on the left side. (open up all apps) But: How to go from the CRM to any other Zoho Apps?
Keeping Information When Merging Duplicate Leads
We are setting up a new website that will have multiple Zoho CRM lead web forms included. If somebody wants to download a white paper from one session, then may want to come back and download an infographic, we'd like to capture that interaction all on a single lead record. We will be asking for their email address for each download (would rather not ask for name if that's possible). It seems best to set the option to not allow dupes then hand merge when we get an email notification. But, what's
Convert Leads to Account
Hello, I'm trying to convert Leads to Account, but when I do this most of the data isn't converted. How can I make sure all data will convert from leads to account? Thanks very much
CRM dissociate from organisation
I currently use Zoho Support and am trying to integrate Zoho CRM. My previously trial of CRM was closed by yourselves but when invited to our companies new CRM I receive the following message:- Sorry! you cannot accept this invitation now. Your email address(xxxx) is already registered as administrator under the Organization xxxxx. To join the organization xxxx, you should dissociate from the earlier organization and role. This has also occured to some of my colleagues who tested CRM on a free trial.
mail box doesn't exist
hi, i don't see anywhere the icon of the mail box; i sent some mail and one test to my adress and i reply but it didn't appear anywhere in zoho; can you do something tx claudine
"Scheduled by" field in Events Module is not reporting accurate data. Help, please!
We are experiencing an issue with reporting in the Zoho CRM when using the "Events Module". The problem is that the "Scheduled By" field in the events module is not showing the field entry data. Example: We have a report, which should show all events scheduled by Sam; however, this report only shows accounts where there is only 1 event. It is having problems pulling "Scheduled by" field entries on all accounts with more than 1 event, not showing for those with multiple events. We are sure that it
Issue - Unable to Organize Record Details in CRM
There is an Emails section where all the received & sent messages can be viewed for a given record. I am unable to change the default position of this section. I have attempted to move it in Chrome, Opera, Explorer and Firefox with the same issue occurring in each -- the Emails section (list) is not among those available to organize. I was only able to "move" it by completely removing other lists from the details page. When I added those lists back, the Emails section returned to its default
Scheduled E-mail Reminder for Task
Hi, I would like to put an E-mail reminder for Tasks as described on this page http://crmkbase.zoho.com/how-to-set-reminders-for-activities. But I do not have any scheduler to put it, the reminder is send when I create the task, not when it's scheduled. Could somebody please advise? BR Peter
Register leads/ contacts to different lists
Good day! I need to send leads/contacts to different lists depending on what product leads/contacts are comming from. Leads/contacts from different product pages need to be added to different lists of contacts. How can I do this?
Validation on Timed-Based actions
So for example: We want an follow up email to be sent 3 days after a quote has been sent (timed-based action) BUT only if the 'Quote Status' doesn't contain 'won' (validation)
Use X-Lite 4 with PhoneBridge?
Hi, Our company uses X-Lite 4 as softphone. Can this be used with PhoneBridge? Thanks, Håkon
Custom Print Layout
Hi I created a new Module / CRM. Now I need a custom print out. How to do that?
Error with customization of contacts
Hello! I have a problem with the customization of contacts' form . I can’t customize it because there is an error generated by the presence of two fields with the same name (as you can see in the picture below), but I can’t delete one of these two fields because they’re standard. How can I manage this error? Thank you Elena
Mailmerge
I cannot find a way to move past the first step in mailmerge. I have created a mailmerge template and have selected my merge fields and inserted them into my mailmerge template but the system will not let me "finish and Merge". I want to move to the next step of selecting the data and testing the merge. I have also set up the same template as an email template and cannot find a way to link that to merged data either? Any ideas? Thanks Marilyn Martin
Workflow Alert history
Hi, I have a workflow rule set-up to send an email, where do I find the history of the email being sent? Thanks, Damien Cregan Hire an Expert
Unicode character in CRM API
Hi! I get a stuck, i try to insert data into Zoho CRM from creator using POST method. my field contain German character with umlaut (ä, ë). I try different way with Ä %E4 in any combination ... Also trying to use <![CDATA[ ]]> but can't get it work. Does anyone know how to solve this issue? post = map(); postStr = "<Contacts><row no=\"1\">"; postStr = postStr +"<FL val=\"letzte Telefonnotitz\"><![CDATA[ä]]></FL>"; postStr = postStr + "</row></Contacts>"; url = "https://crm.zoho.com/crm/private/json/Contacts/updateRecords?authtoken="
Customisation of address fields
Hi Is there a way to customise address fields in the professional edition of zoho crm? Our locale is set to United Kingdom however it is still reading Province, State etc We would like it to read: Town, County etc Is there a way to change this in the field names? If not - is there a way to create a field that copies all of the relevant data into the new fields that I can customise?
Contact & activity owner error
Hi there, Myself (username: CRM Admin) and another user (Dave Alberts) accounts have somehow become linked and when Dave adds events they are showing as myself being the contact owner and similarly, accounts and contacts that he is the owner for are displaying as my name! Any idea how this has happened / how to stop it?
Can you see all the contacts or leads on one screen? Instead of the maximum 50?
Can you see all the contacts or leads on one screen? Instead of the maximum 50?
Create a Token which is connected to different Modules
Hi, I would like to create a module of tokens. My commercials give discount cards to our clients. I would need a new module where I can connect it directly to a contact or account to whom they gave the cards, so we have an overview who has them when they were given and when they expire. How can I possibly create the module. Thanks in advance. Mike
How to Create a report that shows the amount of leads inserted over a time period and how conversion ratio
How can I create a report that is going to track on a monthly & yearly basis the amount of leads that are entered and the amount that are converted by lead source and a custom field that I have created (Reason for contacting)? I'm finding that the leads converted do not show up in the today's leads report that you are able to customize to a certain time period. I am trying to find or create a report that I can have all the information together - the lead source, the reason for contacting, how many
Sorry you've reached the maximum amount of records
Hi, if I try to add a lead I get this message, however I only have about 171 contacts, 688 leads and 171 accounts something like that, I have the free edition which I thought allowed up to 10,000 records
BCC Dropbox options missing
I have a professional licensee for my firm. i am personally set up fine with BCC, but can no longer find any of the pages/screens related to it and nor can my new team members generate their BCC codes. There are no email settings for any of our users. I have followed the current help guide - which details the system I thought we had. Regenerate BCC Dropbox Email Address To regenerate BCC Dropbox email address Click Setup > Personal Settings > Email Settings > BCC Dropbox. In the BCC Dropbox page,
CRM
HI, I want the java code for connecting CRM software in Phone simulator or Emulator Regards, Sivaraman
Capturing Signature on Mobile
Hi, I'm just getting started with Zoho CRM plus. I need to capture signatures on my iPad. I'm wondering if zoho can do this and if so, how? There is so much to learn, I don't know where to do this; zoho docs? zoho creator? invoices? quotes? I'm looking into the echo sign or right signature apps. Can anyone save me the research and tell me how to set it up so that I can close a deal on the spot and get a contract signed on my iPad?
Problems with mapping fields
Hi I have created custom fields in leads, potentials, accounts and contacts but they don't show up in the mapping field page. Many thanks Tim
Next Page