BCC Email trigger
Hi Is it possible to trigger a task to be created when an e-mail is sent to a lead and/or contact? We are currently using the "Old Professional Edition" with the bcc email function. Thanks in advance for any help with this.
How do I transfer the information contain in a Large TextArea into a Small TextArea?
Hi, I have been trying to filter my contacts based on the content of TextAreas for a while now and I have just realised that you can do that if the information is in a Small TextArea (Not in a Large TextArea). As the Small TextArea is a fairly recent feature, I will need to transfer the information from my Large TextAreas into a Small ones. What process should I follow do that without lost of information. Thanks, Gwenolé
Fetch Data From another Report
If I create stateless form with single submit button.....when i submit that button i want to fetch data from another report [zoho database] how do i acheive this problem
Carry over values from Custom fields to System Default Fields
When I try and convert a lead in to a potential, it gives me a few default options like "Amount", "Potential Name", Closing Date", "Status" and "Contact Role". I've managed to equate the amount field from Leads and carry it over to Potential. However, I would like to do the same for potential name. In our case, a potential is a project, its not a company. So, I created a Text field in Leads with the name "Potential Name' wherein a user would fill the project name. Upon conversion that value should
We recently upgraded and now cannot access our activities
When we try to open an activity, we get a message saying "The record(s) you are trying to access is not available." This is true for all activities, even new ones created 5 seconds ago. We upgraded from free to Pro on Friday. How do we fix this?
Support Pin Verification System For Sale With ZohoCRM
Hi Everyone. I have a support pin verification system for sale to someone that would need it. This is how it works. ZohoCRM will generate a pin number when a new customer is added. So when a customer dials in for tech support for instance it will require the customer to enter a pin number. The customer will then enter that number and our system will verify it against zohocrm records. If its approved then the system will transfer them into a queue; however if its not approved then it will route them
Anybody using digital signatures with ZCRM?
Just wondering if anyone is using digital signatures to sign invoices, quotes etc... How is it working out? Any issues, pitfalls to look out for? Do you integrate with a third party accounting software? I've looked at some apps like echo sign from Adobe... Still a lot of extra clicks to sign. It would be "amazing" if a digital signature field could be added to Zoho!! Thanks Kevin
Exporting contacts to LinkedIN
Does anyone know how i can export my contacts (6000+) into csv or xls format to be used as imports in LinkedIN? or is there any add on for LinedIN??
Import from CRM - Account Owner, Last Modifed ID and Created By ID issue
I am trying to import accounts from our previous CRM using the Setup --> Data Administration --> Migrate tool. I need to retain the Account Owner information, as well as Created By and Last Modified By users. It appears that I am unable to set the Account Owner on any records through this method - it assigns my user as the owner on all Accounts, regardless of what is in the Account Owner field. I have tried the user's FirstName LastName, Email Address used to log in, and the actual internal ID that
"View" Name not showing
When switching from one View to another the name of the current view is often not displayed. This is not a huge problem as I can just drop the menu down and select the view I think I'm on in order to verify. However, this is still annoying and I only noticed it happening recently.
Can I lock Events?
I need to lock the option to edit past events. Help!
Using Fields to create a chart
Hi is it possible to have a number of fields whos values would show up below in a chart for historical reasons. for example,I am selling a number of variable priced products. I want to be able to enter the day, the product and the price paid, by that customer and for me to see that in a chart form. (see below). Is this possible? Thanks David
changed name and now all data invisible
Dear Support, I changed the name of the Superadmin including the contact email and now it seems all leads, contacts etc. are invisible (hope they are not gone...). What can I do to let's say transfer the rights of the "old" (deleted) user to the "new" (existing) Superadmin? I still have these "verification codes" and hope they can be of help. Appreciate you help. Kind regards
Account main contact field
I have learned that I can search contacts to drop into the Main Contact field. However, when I do click on the search icon, all contacts in the data base show. Is there a way only that account's contacts will show? (Just as it does in the quote)
Webform and assignment issues
I have created a webform and the rules to allow the different users to be assigned leads on a round robin basis. Firstly, I am having problems with the actual webform. When I complete the webform on my site and fill all sections a short while later the lead is added successfully. However, when I view the new lead I cannot see the phone numbers or title that i entered on the webform, i can only see the names and email plus other automated data like the URL...etc. How can this be fixed? Secondly,
Duplicating Address in Contact details
Hi ZOHO CRM, I'd like to do two things here: 1. Contacts linked to an Account should have their addresses automatically filled in. However, I can't quite get this to work. I'm currently using customised address fields. What would you suggest? 2. I'd like to activate/deactivate an option in an Account that adds/removes all the linked Contacts for that account from a list. Would I be able to do that with Lookup or other custom fields, please?
Super Admin Password needs changing
Cannot change my Super Admin email address. Click edit does not work. This is the only information that cannot be changed. Can we add x2 email addresses to Super Admin? Thanks. Regards jeremy@itconfidential.com.au
Can i make the Sections in Potentials dependent on a field?
I would like to have only certain sections visible depending of the a field selection. Is that possible? For example, depending of what i choose in "Customer Type", i want to only see the sections of the layout i would map to that Customer type. Is that possible?
Adding a field in Contacts for the person's LinkedIn page address
I read the thread on the terminated integration arrangements between ZohoCRM and LinkedIn. However, until this matter is resolved, I suggest that you provide a field for a LinkedIn page on the Contacts module. In this way I can copy and paste the url from LinkedIn to Zoho. Not perfect but better than nothing. Like When I click on it, the link should directly open on the contact's LinkedIn page, if I'm already signed in. Thanks
How to create monthly pop up/ email alert?
Hello, Is it possible to create monthly pop up/ email alert per client type? For example I have 3 clients' category : GOLD / SILVER / BRONZE GOLD clients need to be called once a month SILVER clients need to be called once every 3 month BRONZE clients need to be called once every 6 month I would like to have a alert when the Sales have reach the time to call them (i.e. last call for a GOLD client was more than 1 once ago). Thanks a lot for your help !
Have email show up on CRM account main page
We are interested in having ZOHO show the emails between our staff and the client on the main account page in the CRM. It is not useful to have to click on contact, then click on email, to see the emails. A brief line that we could click on to see the remainder of the email via a pop up is what we are looking for. Please let us know quote/time. Thank you
field entry that creates a chart
Hi, is it possible to create a number of fields that outputs to a chart (see below)? What I am trying to do is enter a set of information that we can refer to later. ie. what did they do in the past? is this possible?
No puedo exportar mis contactos
Hola, He intentado exportar mis contactos a través de administración, exportar clientes. Pero el documento excel se me descarga sin separar mis clientes, y sin separar cada uno de los campos. Así es como se descarga. Necesito una solución urgente. Gracias.
Company name displayed on Home tab when viewing tasks
Trying to evaluate this program. Are you able to customize the Home view to show the company name rather than lead name when listing tasks?
Share information with a new member whom you invite
Hi.. I want to know how all the information that i have on zoho can be shared when i invite a new person to join.
Creating distributors for manufacturing companies
Hi, I would like to know if it is possible to create a figure of distributors that receive a merchandise under the figure of consignation and only pay me when our final costumer buys. I know that i can create opportunities but this ones would only be won if the final client buys but what if the distributors is the one involved. Than you.
Read only option based on stage selection in CRM
Hello Team, I would like to know if there is an option where after choosing a particular stage in CRM the potential automatically turns read only. In this stage the general users should not be able to edit the potentials. However, admin users can do so. Thanks & Regards, Divya Sundaraju FundsIndia.com
manual adjustments in terminology
Can I manual adjust: In the account or lead information ; "the Industry" if the industries listed are not matching our business. The "stages" in the potentials, if the terminology is not matching our business. Thanks for your help.
Auto Deletion of scheduled calender events once the schedule time passes.
Question Hi Ishwarya SG Hello! Welcome to CRM customer support Hello Dustin1 How can I help you? Dustin Odom I was wondering if we could disable the deleteing of any scheduled calls in crm calender. Meaning if I schedule a call at 2:00 P.M. and forget about it; I never know about it because zohocrm automatically removes it from my calender. MAybe implement some sort of status on a scheduled call. Ishwarya SG We do not have any feature to keep track of the scheduled call. You can make use of the events
Zoho CRM to weebly
Hi there, I have created a module in CRM which I would like to make public on my website (Weebly) have done this easily in creator is there a similar way in CRM? I am using a Potentials module Thank you
Tagging a person in Notes of CRM - Permission Denied to view
A few days ago we started having an error. When a person is tagged in the notes section of the CRM an email is generated. The person receiving the email (who was tagged) is unable to click the VIEW MESSAGE and actually view the message. They get a Permission Denied Notification. What changed, and how is this fixed? Thank you, Kim See screen Shot
Error 4600 Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter.
Hi, I'm trying to insert records in the Contacts module, but all I get is this 4600 Error. I've tried inserting just First Name and Last Name, but the error is still there, so I think is not related with my fields. This is my code: <?php $url = 'https://crm.zoho.com/crm/private/xml/Contacts/insertRecords'; //campi contatto: riempire con i valori reali $name = 'name'; $id_facebook = '0'; $username = 'user@mail.ext'; $password = 'encryptedpass'; $surname = 'surname'; $data_di_nascita = '2/6/1983';
Mail Addon issue
Hi, I am trying to make the mail add on feature work without clutter. The issues is that all emails from the contact are being listed in every opportunity that contact is involved in/ linked to. I want to filter out the emails that are not relevant to the opportunity. It is ok to have all the mails of a contact under in the contact module. But under the opportunity it shall show only the relevant emails. Is there a way i could do this? Atleast if I could manually assign or amend the listed emails
Custom Lead Layout without duplicate information
Is there any way to configure the Leads page (and probably other pages) without duplicate information? What I'm seeing is the lead first name and last name in both the Lead Information section and the top section. I'd also like to move the Lead Source and Lead Status to the top of the page elements and remove it from the Lead Information section. Is this posit;e?
HTML Template
Is it possible to do a HTML template in my Zoho CRM setup as I do in Zoho Campaign ? If yes, how can I do ?
Seeing Campaign Member Status in Lead View
Our callers use custom lead views which are filtered by Campaign and other criteria. They have everything they need to make the call, except Campaign Member Status. Currently they have to open the lead, scroll to the bottom of the lead screen to see what the campaign member status is before they make the call. Is there a way that we can add Campaign Member Status to the custom lead view? I am able to filter by campaign but none of the other campaign fields are available to add to the view. If
Webform and lead assignment issues
I have created a webform and the rules to allow the different users to be assigned leads on a round robin basis. Firstly, I am having problems with the actual webform. When I complete the webform on my site and fill all sections a short while later the lead is added successfully. However, when I view the new lead I cannot see the phone numbers or title that i entered on the webform, i can only see the names and email plus other automated data like the URL...etc. How can this be fixed? Secondly,
How to merge the Zoho Mail with the Zoho CRM???
We need to have an integration between the Zoho CRM and the Zoho Mail, how can we achieve this?
Will workflow execute on zoho creator new lead creation
I have a zoho creator application that creates a new lead in zoho crm. It seems that when it creates the new lead in zoho crm the workflow rules that should trigger do not. My work flow is setup to trigger on lead creation. Despite this, the work flow does not seem to execute after a new lead is created from zoho creator in the crm. Is this a flaw or have i made a mistake somewhere that im not aware of? Will a workflow trigger when creating a new lead from zoho creator in zoho crm? If this is not
Custom Function Help Script
Hello, I have a question: My business model is B2C, in the module accounts I store my business offices available. The contacts are related to offices, by custom functions I need to make a script to do the following: When I select a parameter of a drop down menu of the contact module I want to automatically assign me an office. For example: List of Office: Office 1 Office 2 Office 3 (Module account) Pick Field list: volume (contact module) Options Field: 100 200
Next Page