restrict data export in free version
Hi, I noticed that in the free version I am only allowed 2 profiles, which are the Admin and Standard profiles. Is there a way of limiting the data export authorisation of the Standard profile? The data export section is not visible and I can't add a 3rd profile being on the Free version of Zoho. Thanks
Hacked
Someone hacked my account and locked me out as the super admin. What do I do?
Inventory Templates: Editor and Mail-merge
I've created a template in Word, that fits on an A4 page that we will use to quote our customers. I was hoping I could import a word document that would mail-merge the Zoho fields but this doesn't seem possible for the Quotes module. Also, upon opening a word document that I uploaded, the Writer decided to change all of the formatting. So instead I created a single table in Word that contained all of our document fields. I then copied this into "Template Body" of a New Inventory Template This looked
Import Contacts not working
I have been trying to import a small list of contacts in a .csv file for days, and Zoho CRM seems to be freezing up after I add the file and click next. I do this routinely, but for some reason it has stopped working over the last 48 hours. Help please.
Lead Owner
Hey Guys I'm trying to have the owner auto assigned from a web form. Every time we use the web form, it auto assign's the lead to me every time even though we have the assignment set to go to somebody else if that criteria is met. Is there something that I'm not doing right?
Google map Zoho crm app
Hi, I've seen a screenshot in App Store of ZOho Crm with Google map showing leads around user. I download the app and I can't find this feature. How can I display a map of leads around me? Regards
How can we get the account/contact id by the converted lead id with api?
We has a lead A with the id 1144270000003xxxxx. After the lead is converted, we find the links of converted account/contact in the page https://crm.zoho.com/crm/EntityInfo.do?module=Leads&id=1144270000003xxxxx But how can we get the converted account/contact by the lead id with api? We get the following response with api, (https://crm.zoho.com/crm/private/xml/Leads/getRecordById?authtoken=xxxx&scope=crmapi&id=1144270000003xxxxxxx) <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Leads/getRecordById">
Changing the sort capability in Leads
I imported some leads and want to have the capability of viewing by company not name as is now present. How do I change from name to company for sort capability?
Attachments lost when converting a lead
When I convert a Lead to an Account I want the attachments to be saved to the newly created Account. At the moment it seems that the attachments are saved to only the created Contact, but not the Account. What do I need to do to keep the attachments when I convert to an Account?
Cannot add user to business CRM
Hi, One of our users cannot accept the inviation for CRM, because CRM says that she already has an account. Which is true, but she can't delete that account as it seems that she created her own group. How can she accept the group invitation? Please see pics below
webhook to create a lead in form when crm lead is created?
i have written web hook but it is not working can anybody help me?
Quick Action "add a new contact"
Hi It would be very helpful to have the option to add a job title in the 'quick action - add a new contact' function from within an account. Is this something I can customise myself or a feature request?
Outlook Contacts Sync Creating Accounts Automatically
For Zoho, I use "accounts" as my clients. For most of my outlook contacts, I have their company listed in order to know who they work for. When I sync my outlook contacts to Zoho, it automatically creates an account for that company. Is there a way to change the sync settings so that it does not create an account automatically? All I want is for the contacts to sync to the contacts -- that is it.
Outlook closes when you log on zoho.
I can not log into the Zoho plug-in for Outlook 2013. when I try the outlook closes without getting login.
Document locked
I want top remove a document - but when attempting to do so, I'm told that I can´t delete a locked document - How do I un-lock the doc. ? Thanks J-)
Can i assign different auto number field from multi pick list selection?
Can i assign different auto number field from multi pick list selection? E.g. multi pick list selections: A or B for A: auto number starts with M1 for B: auto number starats with R1 Thanks and regards Pang
printing of reports
Hi, Is seems such a simple question, but i can't find the answer. Where can i find the print button to click on , like with the lists. Do i really need to download a report first to a PDF or Excel to print it, or can i print directly the report only without printing the whole browser? Regards Rene
Send Email from Potential doesn't pickup email address
Why is it that when I click "Send Email" from within a potential, it never picks up the "Contact" and never populates the "To:" email field? It picks up and populates the contact from Leads, but not in Potentials? Then, when you do a lookup for the "To:" it lists every contact in the database without filtering by current account?
restrict users from seeing other users in the app
i dont want my users of a certain level to be able to see other users and be able to assign tasks to them, or be able to communicate with others as well. i am settig this up to just assign them a lead and that is the only thing i want them to be able to use this for.
Phone numbers and postal codes converted into nonsensical date format
In the last hour or so, whenever I import leads using spreadsheet, Zoho appears to automatically convert phone numbers and postal codes into nonsensical date format. I tried importing another spreadsheet which had been imported to Zoho successfully before and I encountered the same issue which indicates that it's not a problem with the new spreadsheet I'm trying to import. The fields are not custom fields so it couldn't have been caused by something I set incorrectly inside Zoho. I've attached a
My CRM is coming up blank
I haven't used my CRM in around 2 years and when I logged in it came up completely blank? I have a business and a personal CRM and both are the same. Do you have any ideas how I can retrieve this? Getting nervous
What marketing automation software do you recommend to go along with Zoho used by my sales team?
I am confused. There are so many: Marketo, Hubspot, Act-on and other marketing automation software available. I have read a lot about Sales and Marketing alignment. Which marketing automation solution will you suggest for my marketing team which can go well with Zoho CRM which is currently being used by my sales team.
Cannot send email, receiving emails though
Error when trying to send emails: Unable to connect SMTP server:smtp.gmail.com Reason:Authentication failed:535-5.7.8 Username and Password not accepted. Learn more at535 5.7.8 http://support.google.com/mail/bin/answer.py?answer=14257 ng13sm9741318pdb.82 - gsmtp I updated the password for one of the associated emails this morning. Works b/c we are receiving emails since the password change. Cannot send email though, receive the error above. Are others having same issue?
Is there a way to archive potential?
Is there a way to archive potentials that have closed (won or lost) in a way that leaves them as ' past' potentials but not show them on the 'active' potentials list?
Getting a custom module to pull data automatically from Potentials
Thank you in advance for your assistance. In Potentials, we enter some customer information about our jobs we are working on, and we've also created a custom field to autonumber each new job. We have started job costing our jobs with several cost buckets, so we created a custom module to gather that information. In that module, I do have a lookup that allows us to search for the CRM Potential Name. Once that is selected, I'd like the job number to autopopulate to prevent human error. Right now,
How to model sales of subscription products (specifically renewals as sales opportunities)
How do you use Zoho for products that are sold on a subscription basis. Specifically, after initially winning the business we would like Zoho to automatically enter the subscription renewal in the future business / opportunities 12 months (or might be an x number of months to be co-terms with another previous sale) down the road.
potential stage definitions
Where can i get a definition of potential stage definitions? thanks.
Leads linked to Account Name
Is it possible to assign a 'Lead' to an Account name similar to how you assign 'Potentials'?
How do I assign multiple contacts in a company to one company and one lead?
I am working with 3 contacts within one company that I'm currently in the analysis phase and preparing a proposal. I'm new to Zoho CRM so I created an account for the company, and then aligned three people to the company. Under companies, it shows as three companies. What is the correct process to add a company with multiple people in that company? Shouldn't it show up as one company? Thank you for helping me. Teresa
Categorising My Users
Hi there I want to organise my external users / customers like in the list below. Please note that some of the main categories have sub categories. Is this possible to do in Zoho, so that for example I can mail out just to VC Blogs list? Many thanks alex 1 - Founder / Start-up: 2 - Promotion Targets: - Tech Blogs - VC Blogs - Business News Sites (Top Tier) - Business News Sites (Low Tier) - Business Networks - App Reviews & Directories 3 - B2B Targets: - Accelerators - Incubators
Import stamps.com
Hello, We export our newly created leads to stamps.com for shipping. I would like to export the stamps.com data with the shipping information back to zoho instead of having to do it manually. The problem is stamps.com exports the leads in a csv file where the recipient information is all in a single field, where as we have seperate fields for receipient name, company name, address, etc. Is there a way to implement this so we dont have to manually enter in shipping information for each lead?
Export Leads and Notes together
Hi, I dont find a way to export all notes and all needs together in a way that they are in the same csv. If i use reports to export, i only get one note for each lead - if i use backup funktion for exporting everything, i cant connect the notes to the leads. Is there any way to export everything in one big csv? Or any way to connect leads and notes from the backup? Thanks a lot!
Do not Mail for CRM Contacts
Could someone tell me if there is a 'Do Not Mail' tick box for contacts within CRM where customers who 'opt out' cannot be contacted? I realise this is an option in Zoho campaigns but am just looking within CRM really Thanks
How to Mass Update field Campaign in Leads?
Hello, I need to assign Campaign name to all my Lead list. But in the Mass Update list there are no field "Campaign". It is possible to update every field one by one, but I am looking for option to do it at once. How to Mass Update field Campaign in Leads? Sincerely, Roman Ravve
Custom Pick List: need a blank field option (CRM-LEADS)
Currently there is no blank/empty/null value option once a Custom Pick List is created. If I select a value by mistake, I can not go back and have the field be empty again. I need the ability to do a Mass Update and remove values from a Custom Pick List field.
Mailbox size exceeds limit
My mailbox inside zoho CRM has gone over its 5GB limit. Do I just need to purchase more storage through zoho mail?
Calendar view needs contact name
My business is all about the people so I would like the contact name to show in the task while in calendar view. How can this be done?
where do i list clients?
I understand accounts, potentials and contacts, but when a potential converts into a client, is there a tab where i can list them? a separate tab that shows existing clients at any given time?
Updating record from zoho crm to zoho reports
I have created a custom function in zoho crm which fetch data from Potentials and insert into zoho reports. I created a rule on basis of create or edit. When I update a record it always insert a new record in zoho reports. I want to update that record not want to insert a new row. resp = zoho.crm.getRecordById("Potentials",input.id); info resp; stage=resp.get("Stage"); name=resp.get("Potential Name"); date=resp.get("Closing Date"); id=(resp.get("POTENTIALID")).toLong(); info stage; info name; creatingMap=map();
How can I access CRM custom links from the iPhone app?
Hi, I've created some custom links for my Leads module but can't see how to access them from the iPhone app. Can you advise whether this is possible? cheers, Jeremy
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