Link to a contact who is not the sender of an email
How do I link and email to a Contact that is not the sender of the email? I receive a lead from from a service, but want to link that to the contact within the email.
The differences between catagorising in "Reports" and "Campaigns"
As a check to be sure I'm selecting the correct contacts when preparing a marketing "Campaign" I am running a "Report" selecting the same criteria. When I then compare the results, I find that some of the selections in "Reports" do not appear in "Campaigns" and vis versa. Has anyone come across this problem and is there any straightforward answer why the same criteria produce different results?
Is there a way to upload a call log to the crm system
Hello is there a way to upload call logs in to the crm? i can export logs from my phone system any way uploading the sheet and matching the account/client by phone number to capture this activity?
Activity Date for Related Lead
Hi All, I'm trying to create a custom view that would show a salesperson's leads with a column that shows the due date of the next activity associated with that lead. I'm especially looking for the salespeople to be able to see which of their leads have no next associated task, and I would like to display this on the homepage rather than creating a separate report that they would need to access. Does anyone have any ideas how I can do this? Thanks!
Approval of leads created by users before they appear in Zoho
Say a user creates a lead/account/potential is there a way to 1st view that entry as an administrator before it goes on to Zoho, for quality purposes!?
Adding Logo to invoice set up?
Can some one let me know how to add a logo to the invoices as i am having difficulty in doing so:( Yan
Accounts and Vendors
when I sync my contacts in outlook with crm, it sync all vendors in my account tab, now how can I vendors to thevvendors tab, keep them separated and sync both accounts and vendors with outlook contacts thank you
Customizing Accounts layout and fields
Hi, I am trying to customize the ACCOUNTS - Layout and fields. I am trying to change the name of Fields, as well as add new ones. See attached screenshot. I am also on the FREE version - does this limit me to making customization changes? Thanks, Mark advertiise.com
Default Length of a new Event
Hello, It appears that Zoho CRM, when creating a "New Event", defaults to an appointment length of 30 minutes. How do we change the default? Our appointment lengths are almost never 30 minutes in our office, and this would save a lot of collective time in input over the course of a year. Thank you, as always.
Delete Stage history
I made an error while posting a stage in the Potential section. How do I delete or edit it?
Change my users email
How do I change one of my sales reps email for the system? SalesSF@ should now be Ana@
Cant view emails from one of my group members in CRM contact
Hi all, I cant see the emails sent to various contacts, that were sent from one of my members of staff. The user called Rosana doesnt seem to apear and neither do the mails she sent. Is she is some way not 'associated' with the crm from her zoho mail account perhaps? I have attachedd a screen shot...
node.js api?
Node.js is rapidly becoming a popular application server. Searched for it here and found no discussions. Starting one.
Import rsform details
Hello, I would like to know if possible to import some specific information from rsjoomla. I know that I can Import details of contacts information but can we import prices and products descriptions to zoho crm ? (in quotation and invoice section) please ? ps: Excuse my English, I hope you understand my question Regards Sam
add / remove columns in ' Activities ' module.
I would like to add / remove columns in ' Activities ' module. Some fields of Lead & customer account should be added as ' Activity' modue.
Adding Custom fields to Campaigns
I am on I trial version but I cannot add custom fields to campaigns. Is that available in the paid version. Also is thir a way to mave sub campaigns that roll up a a master campaign
Formula to compare dates and then replace numeric answers with text
Hope I can get some help with this formula --- Datecomp(${Accounts.Trial close date},Now())/1440/7 --- The results of this formula in my case will be either 1, 2, 3, or 4. I need the formula to translate the answers as follows. 1 = 1 Week, 2 = 2 Weeks, 3 = 4 Weeks, 4 = 4 Weeks. Within the same formula. Anyone know the answer to this one?
"Loading" email continuosly
Under some of my contacts i can´t see the mails history. Is simply report "Loading" contienuosly under the email section I´m using Chrome and Firefox Hope you can help ? Kind regards Lars Jensen Username: cubemarketing/ cube@cube.dk
365 Outlook Re-Sync Contacts from Zoho CRM
Hi, Would someone kindly point me in the right direction. I have removed my old Outlook PST File and the contacts that were in there. I have installed Outlook 365 and have a local copy. Installed the Zoho Plugin for Outlook. Tried to sync Zoho with my new Outlook to retrieve all the contacts but the Sync is saying there is nothing to sync. Please advise how I get the Zoho CRM Contacts to populate my new Outlook Contact folder. Regards, J.
Mail Merge Send To Email
Was doing mail merge and it doesn't add the document as an attachment, is there a way to make it and attachment and not just inside the email?
Add Taxe ?
Hello, I would like to know where can I add taxe and % of that taxe please (to my invoice and quotation models )? Could you support me please :p Thanks. Sam
Total General of the invoice by alphanumeric?
Hello, Is it possible to Add total amount of invoice in alphanumeric model please? Best regards Sam
I cannot see Indusrty Field when I convert lead to Contact
Hi, I cannot see Industry Field in Contact when I convert the lead to Account & Contact. I can see it in the Account details but cannot see the Industry field in Contact details. Kindly advice me on how to make it possible to show the Industry field in Contact details too. Thanks.
zoho.crm.getRecords has stopped working
I run custom scripts on our CRM database using the zoho.crm.getRecords function, carrying out mass update operations on some of the modules. It worked OK, aside from the fact that only 300-400 records could be processed at a time. This way I could update thousands of records in several modules. Then, all of a sudden, the response from the very same script is: Execution Failed Error occured please contact application owner. I removed everything from the script, all left is this test line: module_records
Latest Round of Changes and Feature Requests for Zoho CRM
I have noticed by going through various threads, that people requested certain features whether essential or not from as far back as 7 years ago, and still has not been implemented. I can only conclude that Zoho forget about these requests or are not sure whether people really want them. I have also noticed that Zoho does not announce the latest round of changes and simply roll them out, in some instances causing usability problems I discovered a couple last week by accident and the changes have
potential stage history
there is no way to include additional fields to be recorded on the stage history (e.g. amount, close date)
Address autofill from Leads to Quote
Hello, We have structured our system to generate quotes from Leads. We do not use the Potentials function. So when I create a quote for a Lead it does not autofill the address information from that Lead into the Quote. Does anybody know how to do this?
Changing order of email legend on Contacts page
For some reason, I think my legend changed regarding the email sent as listed on my CONTACTS page. I don't care WHO sent it (to/from), but need the DATE sent. How do I make those changes on that page?
Incorrect Sort Order in Parent account
Hi, I am trying to sort the parent account filed by ascending order and there doesn't seem to be any order to it. I have a couple of empty fields first then the next entry begins with 'T'. Any suggestions would be greatly appreciated. Thanks Emrhys W Rooof.com
SET UP: Accounts/Company/Clients
Just new to Zoho. We do not deal with companies. We are a services provider to individuals. How do I get past having to fill in the company field every time?
Cannot add Custom Field in ZoHo CRM
When I go into Setup > Customization > Field and select the Leads module from the drop-down list, I do not see a button for New Custom Field as the help documentation indicates. My login has "Super Admin" privilages. Please advise....
Emails accessible by non-Zoho Mail addon users?
Hi does a user need to have the Zoho Mail add-on in order to see emails sent to the contact by other users? Or should any user be able to see emails for a certain contact? Thanks very much Jeff
Pipeline by Stage
I'm trying to see a "Pipeline by Stage report on my home page. It says: Insufficient data to display in this chart type. Kindly choose some other chart option. I'm simply trying to set things up with test data. How many data points do I need to set up before it will appear?
Convert lead without creating an account
We have noticed that you cannot convert a lead into a potential without creating an account. The natural flow is Lead (no value yet), after qualification you may be able assessing a value. Then you want to convert a lead into a Potential (note that you cannot enter a $ value into lead, i.e. if you have a $ value you need to create a potential) But of course you don't want an account yet because an account is a customer and your lead isn't yet When trying to convert a lead into a potential Zoho
Field Validation on Zoho Web Forms
Hi There I need some urgent assistance. I don't know how to add addition source code to ensure that the email and numeric fields on my webforms are validated. Can someone assist me urgently. The Zoho support team guys have told me they cant assist me since the Zoho forms don't have that functionality. Regards Dolan Email - dolan@tektra.co.za
Just started ZOHO today - But how to get my Google Contacts into ZOHO?? sorry but no syncing contacts = no ZOHO for me...
Dear All, I just signed up for Zoho. I tried everthing, looked up helpfiles to synchonize but I do not see the ZOHO app under 'Google Apps. Importing Google Contacs from CSV will loose too much data, so that's no option for me. Could someone please help me with this!? Thank you so much already! Cheerz, Inge
Zoho CRM | Automating approval workflow
Can some help me in automating the quote approval process in Zoho CRM professional edition? I can able to find out in Enterprise edition and CRM Plus version but i am finding a way to implement without upgrading.
Zoho & Quickbooks Online
Is it possible to intergrate Zoho CRM & Quickbooks 2010/11 Online (Australia) version? Thanks Jim
Changing my email
I was attempting to change my primary email on my account and ended up putting down the wrong email (added a extra "c") ...so when I tried to go back and change it, I get the message that I have to get the confirmation email before I can change my primary..but I can't get a confirmation email...because I put down the wrong email. What can I do?
FORMULARIOS WEB CASOS
requiero crear un formulario web para que un contacto pueda enviarnos un caso pero en la herramienta de formularios web para casos no hay un campo que permita llamar la cuenta así que el formulario nos llega sin estar vinculado a ninguna cuenta o contacto y se requiere colocarlo manual a cada caso, como poder agregar a este formulario un campo para cuenta o que al recibirlo el crm lo asigne a la cuenta por el mail del contacto que lo creo?
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