Industry Type drop down list
Hi there, How do I amend the Industry Type drop down list in an Account? Thanks Julie
I would like to change my password and I don't know the process.
... could someone to help me ?
Alphabetic index list on Accounts and Contacts screens
Is it not possible to display the alphabetic index search list - currently shown at the bottom of the accounts and contacts screens - at the top of the screen as well? I search with 50 records per page displayed and have to scroll down to the bottom each time, which seems unnecessary.
Certain products not visible to certain Zoho CRM users
Hello, I trying to figure out how Standard Zoho CRM users cannot see certain products listed in the product category. Currently, we have entered a product with vendor prices, and the same product again for customer prices which is causing some issues... When a Standard user creates Quotes, it makes it confusing as they could easily add the wrong product (vendor price) to a quote for a customer. I'm therefore wondering if it's possible for only the Administrator to be able to see the vendor products,
Inherit Field value
Hi, I have a custom picklist field, account type, under accounts. When I create an opportunity, can I have it inherited over to a custom picklist field in opportunity? Thanks, Weihan
Mapping Child Fields in contacts module
Hi all, I am trying to get my contacts module to automatically fill in corresponding fields such as address, phone number, phone, etc. when selecting a parent "account" using the lookup function. Any guidance is greatly appreciated. thanks, Bram
Update Date Field
Hello I am trying to update a field with a date. Sounds simple enough, right! I have a field named “Lead Type” with two options Low Priority and High Priority and I would like to update a field named “Closing Date”. I would like to add a date to the field “Closing Date” dependent on whether the “Lead Type” field is set to, Low Priority or High Priority. I am trying to set: (“Lead Type” = Low Priority) set (“Closing Date” = Today’s date + 5 days) (“Lead Type” = High Priority) set (“Closing Date” =
Strategy to handle multiple types of contacts
I'd like advices on best design strategies within ZOHO CRM, in order to manage Multiple types of contacts with specific info on each type. As a lead or Contact Forms are the same for all Leads and contacts, and there is no subforms per type as it could be done under ZOHO Creator , what's the best way to approach this issue and keep on using ZOHO CRM native features. For example is it better to create different sections in a form or create custom modules. An example could be in a real estate business,
Merge ${Contacts.First Name} in Template...
Hi, When I copy and paste the available merge field which is Contacts/Contacts First Name/${Contacts.First Name} copy and paste that into the body and go to Contact/Send Email and select the Template I just created that contains ${Contacts.First Name} nothing changes. What do I do? Kindly, Thomas
import for the first time
I imported Leads, Accounts, and Contacts today. I am the Admin but I can't see what was assigned to Terrah, the other sales person. I did FIRST import without putting the proper Username in the import file, so I had to delete out all the Leads so I could import again (given we just started and are on the FREE platform, so no overwriting offered). I need to: A) see the accounts assigned to Terrah B) ensure that all the contacts got uploaded, when I click on the confirmation email, it says that "7
Newbie Question: what is "alias" field for in Company Details?
In Company Details under Organization Settings , there is a field named "Alias". What is this field for?
Need Two Account Owners
I have different sales staff for beer and wine, and both call on many of the same accounts. I would like them each to be "owner" of these shared accounts, based on their login. I cannot find this function. My workaround may be to have two accounts for every client, assigned to different owners. I would name them as "--Beer" and "--Wine." To do this, can I clone all of my accounts easily? Is there not a more elegant solution?
WorkFlow Rule for Task Module not Triggering
Hello everyone, I'm trying to set a workflow rule for the Task Module that triggers when the due date is today. If i get it right, the 'Execute Based on Date Field' would suit this purpose just fine. So i've set the rule to execute on task due date and also the time of execution, but usually when this time comes nothing happens. I don't have any criteria specified for i want this rule to apply to all my tasks no matter what, and i made sure that a few instant actions were in place before waiting
Zoho Quote Product Title
Hi, When doing a quote, is it possible to view more of the product title? Reason I ask is that we have multiple products that are very similar and we will use the same starting description. When adding to a quote, you can only see approx the first 25 character [......................... ], which in our instance could easily lead to the incorrect item being added, or missing that its incorrect as it not visible until you click on the title and scroll across or export to a template. "[A Manufacturer
I would like to create a shortcut to a specific report
Is there a way to create a shortcut to a specific report. Similar to how templates work for emails, when i'm on a contact or an account, I would like to run a quick report that pulls specific info from the account (or contact) rather than going to the reports module and finding the report then changing it to pull specific data. Thank you, Boris
Syncing CRM Notes to Google Contacts
Hi, I'd like to sync my Zoho CRM contacts to my Gmail Contacts and understand how to do it through the synchronization settings. The only question I have is how to map the Notes section for each Zoho contact to a custom field in a Gmail Contact. Is this possible? Thanks!
Help screens
Does Zoho have a help screen anywhere I can just type in a question and find the answer? We are brand new and just started using the program and have lots of questions as we are setting up and not sure where to turn to, to find answers.
Product information view under Accounts
Hello. I have setup my Products page to show the main fields i want to see. It does this in my search as well. But, when I go into an account and scroll down to where the products are, I am not seeing the fields i want to see. How i can change the Product Fields that are being shown when I am in the Accounts module. I hope i'm asking this correctly. We really need to see the Serial Number field when looking at the account. Thanks, Matt
how do I
how do I in accounts option appears all my e- mail exchanged between the registered e- mails incluive the I cared gmail ?
What is the best business card scanner app that works with Zoho CRM ?
1. Looking for a recommendation on what is the best app that I can use to scan a b-card and have it load into Zoho CRM ? 2. If you have more than one b-card from a company will the app automatically add the contact under the same company? Please advise Tom
Convert Lead fails when "Checking Duplicate Email Address" is enabled for contacts module
I'm trying to convert a lead to account and contact using method https://www.zoho.com/crm/help/api/convertlead.html And while account and contact already exists then also associated accountid and contactid have been added to xml request, but I'm getting error "Duplicate record(s) with same email address already exists", code 4819 Request example https://crm.zoho.com/crm/private/json/Leads/convertLead?version=1&scope=crmapi&leadId=1479825000000089009&authtoken=x&newFormat=1&xmlData=<Potentials><row
Contact connected to notes at opportunity level
By entering note at the opportunity level it would be nice to select a contactperson. So you know witch note belongs to witch contact.
CRM - Report: manage difference from YEAR
Hello there, We wish make a report with "Potentials" modules that show the difference from First Trimester of 2014 and First Trimester of 2015 i try to set 2 report with 2 different gap of time but still is so difficoult to read online, (open a report per tab on browser)... ... A solution that i think is to make a custom field that automaticaly get the value "2015-T1" if the date of closed potential is between Jen - March and "2015-T2" etc.. how is it possible to do ? thanks - Zoho Specialist
Sequence numbers for Imported Contacts
I am importing records into Zoho CRM while I am also using the product interactively. Is there an easy way to inquire what the highest Sequence number is among all existing records? I can get a pretty good guess by doing an export of contacts, but my total record count exceeds the 2,000 records I can retrieve in a single report. I need to be able to be sure I am not overwriting any records with new records I upload.
Free version of Zoho
Hello, I signed up for a free account as i have a small business and has about 7 sales staff. When i log into the account, i get a message "Your Enterprise Trial expires in 13" days and it continues. Please let me know the following: 1. What will happen when this expires? Will the data that i entered be lost? 2. I did not sign up for an enterprise version. Why is this message coming up? 3. Is there a storage limitation on this free account? If so what happens when i run out of space?
How to add deactivated user again?
Hi Zoho Team We have deactivated a user from our account for a while, now we want to add the same user. So we deleted that particular user's account (As per Zoho support team suggestion) and we sent the invite again. Unfortunately while clicking the invite the msg says" Account disabled" and when we contacted the support team we received a reply like we have closed our Zoho account itself but we dint it is still active. Please fix this issue ASAP. Regards Subha
Integrate Zoho CRM with Nortel Phone System
Currently, I want integrate my system Zoho Crm with Nortel System NORTEL PABX CS1000E to use their features (call from web interface, call history, call reminder...). Can you show me way to deloy it (solution or guild). Waiting good news from you, Thanks a lot !
Does anyone sync ZOHO crm with MYOB Account Right Live?
I am looking to specifically sync invoices from ZOHO to MYOB and recognise payments received in MYOB synced to ZOHO. Evidently OneSaas cannot do this. Thanks, Peter.
Distributor
Hi, We are producers and we work with distributors that work with our final clients. I have some questions regarding this. 1) Can I differenciate final clientes from distributors? 2) If distributors receive merchandise under consignment agreement how can i create an opportunity that it is linked to the final client and that trouly counts for my final reports when the sale is effective. Thank you Best Regards Sebastian
send the information of a product to a contacts
I need to send a contact the information about a product (we are a real state company) how can I do that?? Can I use a template. We are using a product like a property. Thank yo
Did Zoho make a change to your email server?
I have setup email alerts in Zoho that send a formatted letter to my exchange server. I have code written to process the emails on my client which started failing this week. My automation setup is very simple the email template appear as lable:value lable:value but since earlier this week I am receiving the emails as lable:valuelable:value Looking at the emails it appears the line end [carriage return] is gone even though the template is unchanged. Please help me to troubleshoot Regards, Colin
reports
Hi I am trying to export a report either to excel or csv which I have done several times but for some reason on this occasion it wont let me. There is no errors appearing it just wont let me export it. Could the system be jammed? I have tried logging in and out of the CRM but it makes no difference. Thank you Leanne
Unable to custoize the Quotation and Invoice screen?
Dear, My Zoho User ID is 39236873 I have following issues with the enterprise version: 1. in Invoice, we get a 16 digit invoice on (which is not custmizable) 2. in Quote, the table containing Product Name, Qty, Rate and Total is distorted. Hw do I manage? Please advise as due to unable to use it to full extent, we didnot make payment for enterprise version and because of which now Quotes, Invoice etc important tabs have disappeared now. Please advise. Thanks, Santosh Gaikwad santoshg@a1fenceproducts.com
hold a quote, until , the manager review it and approve it?
Hi, it is possible to hold a quote, until , the manager review it and approve the quotation? thanks!
Change field name?
Hi ZoHo team, Is it possible to change the "Revenue" Field to something else like "# of product"? For example my organization wants to know the units rather than dollar amount. Thanks, Navi Singh
Opportunity owner to see contact info
Hello! I'm trying to set up Zoho CRM to suit our needs. There basically are 1. The owner of an opportunity should be able to see (and ideally edit) the contact info. 2. He shouldn't see the other opportunities related to that contact (which would be owned by other people/sales persons). 3. He shouldn't be able to see contacts where he hasn't got any opportunity. 4. Once the opportunity is completed, he shouldn't see that opportunity & contact in his list. Basically our workflow is: get lead -> make
Custom Fields and Leads to Account Conversion - VERY FRUSTRATING
Hi I have found that the Address fields in Zoho CRM to be very inadequate. There is only one STREET line in each segment... Billing, Shipping etc. So I added Billing Street 2 & 3, Shipping Street 2 & 3 etc so I can have my addresses entered properly. I found I had to do this for LEADS & ACCOUNTS individually. But when I convert a LEAD to a CONTACT it does not copy across the data I can understand this as they are all differently created fields. Why is the main address data not UNIVERSAL to
new user
I set up a new user in my account but when the person I sent the invite to logs in it is a new trial with none of my company data and their user profile shows unconfirmed. How do I get the access to the account i have paid for for them and all the company info?
Ringcentral auto log calls into leads
When people call in is there a way to automatically log that call into our system without having personally input the information.
How to create different user permission/privilege
Our company is located in China, we have branch offices in different countries. We have 3 sales groups here in H.Q.. One leader for each group. (And they need to see the branch sales info.) The manager of the branch office will control everything of the branch office, as I just mentioned the group leader from HQ need to see the sales info of related branch office sales info. Can you provide such service?
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