Case sensitive search for reports
I need to search in my contact notes for case sensitive string: ABC How do I do that? How do I tell field contains specifically ABC? I have tried: 'ABC'= no joy "ABC" = no joy /ABC/=no joy Please, I need a fix. thanks
leads
We have an automated rule that when a lead is created our salesperson gets an automatic email alerting them that a new lead has been created. We want to include some of the information associated with that new lead in the alerting email, but cant figure out how to do this. Right now the salesperson just gets an email saying" new lead in Zoho". We would like to at least have the name of the lead included in the alert. How can we do this?
Create Contact
Hi I am creating some webforms, what i want is that when someone fills one of them in they get an email each day for 4 days. How do I do this? Regards Chris
Report Lifeline of Stages
Is there a report that tells us how long an opportunity has sat in different stages? This way - I can calculate what the average amount of time spent, to take an opportunity from initial email to demo?
Student Leads View
Hi Is there a way to have the leads view such that I can see to whom I have sent an email instead of having to click into each individual every time For example when new leads come in I try to send them a specific template within 24 hours - so each day I have to try figure out who the last person i had sent this email to is and then tick the new leads and send them a mail. It creates a lot of work scrolling through the list and clicking into profiles Hope that makes sense - thanks.!
Assigning Drop-downs
Hi, Is it possible to assign drop-downs to the new lead page so if the lead is from an existing client all of the relevant data does not have to be re-entered. Similarly for the lead name. Thanks
PLEASE HELP
How do i get my leads/contacts/potentials emailed to my salesreps?
CRM or Creator?
I want to create a simple database for my sport club to track members and their status. I want to be able to allow for a member to edit their record and update details over the year, and I want to enable a parent to own their child's records- eg, link one log in to several records... CRM native or Creator or use both??
Zoho CRM integrated with Elastix click-to-call (Log the call)
Hello, I've recently integrated Zoho CRM with my Elastix PBX. In our company, we have organized the possible clients, and accounts It's really useful the function click-to-call for our comercials, but I noticed something: when someone calls me, a square appears in the corner with the information of the caller and the possability to add information about the call, to log the call. But, when I call outside, also appears a square on the corner, but it's different: It doesn't give me the chance to log
Outlook Add On-email in outlook not added to Zoho
When using the "add email" or "search and add e mail" in outlook, I get a window informing me " e mail added successfully" but it doesn't show up in the lead or potential in Zoho> Dan
Change Task Default Priority from "High: to "Normal"
Hello, Any one know how to change the Task default Priority check box from "High: to "Normal" It's annoying having to change it from High to Normal. Normal is also all the way on the bottom of the list.. Thanks for any assistance!
How can I add data validation?
I am managing my customer database using Zoho CRM. When I enter customer data in lead module, I want to check that duplicate data not store in my database so If I enter email address, it checks that email is already exist or not. How can I do this?
How do I know my emails were sent successfully?
How do I know if my emails have made it to the intended recipient? What if I had a typo and did not know it? I just tried to send an email to someone who I know their address no longer works and I it said it was sent but I know it could not have been.
Will I receive a warning email if I send an email from Zoho CRM and this email appears to be nonexistent?
If I send an email from Zoho CRM to a Contact's email and the Contact's email appears to be nonexistent, Will I receive a warning email than ?
Open records in Zoho CRM mobile app.
What, if there is, the proper way to call and open a record (lead, potential, contact, etc.) in the mobile CRM app? I would like to send email alerts from zoho with links that open in the application, not a mobile browser. Thanks in advance, Zoho continues to prove why we chose them!
Cant Set Reminder for Task on Trial ?
Is is possible to Set Reminder for a Task on Trial ?
How do I delete a task?
I created a task in error and need to delete it.
I have a custom fieald in Leads and in Contacts the same (not mapped as it does not appear somehow, why I wonder??). When converting a lead the data were not passed to Contact's custom field! Why?
I have a custom fieald in Leads and in Contacts the same (not mapped as it does not appear somehow, why I wonder??). When converting a lead the data were not passed to Contact's custom field! Why?
CRM calendar and zoho calendar
When I get an invite email it will put it in the zoho calendar but not in the crm calendar. It is strange because I use email through crm and not email application. How can I fix this? I don't want to have to look elsewhere when it could be right in my crm. Thanks.
lead alerts
We have an automated rule that when a lead is created our salesperson gets an automatic email alerting them that a new lead has been created. We want to include some of the information associated with that new lead in the alerting email, but cant figure out how to do this. Right now the salesperson just gets an email saying" new lead in Zoho". We would like to at least have the name of the lead included in the alert. How can we do this?
generate report from the potential field
I am interested to know how to generate a report of potential leads showing notes attached to the lead, thanks Andrew Lane andrew.lane@professionals.com.au
Access to information
Hi Our account manager at Zoho is inaccessible most of the time. One of my team members has been struggling to get information from him for the past 10 days or so. His response time is a minimum of 24 hours via email He is never available on his desk although he has shared a desk number Towards the end of our subscription, last month, we wanted to upgrade two accounts and continue same level subscription for other accounts. Information sharing was minimal. What could have been a total of 15 minutes
Free edition - Record Limit
Hi, I will migrate a excel list with 3.500 contact. Can i do that in one step, or I must do in 1.000 record by month?
Webform to multi email
Hi How can I get a webform to add a contact to some sort of campaign? (not sure of the zoho terminology yet) So a contact fills in a webform, they then get an email each day for 5 days. I have created the form already and it seems to work as far as adding a contact! Regards Chris
Error on failed API
Hi, Needing Urgent Help! We are having some trouble with importing leads via API. It was working fine up until recently. We are getting the following error... <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Leads/insertRecords"><error><code>4835</code><message>Unable to parse XML data</message></error></response> Any Ideas? Thanks.
New Field Created
I created a new field called Alliances. Each time we meet a new client, I add a new alliance (or group the client belongs too) like FOA or FOX or CPAAI. However when I enter that new lead and try and pick that new "alliance", if doesn't show up in my drop down menu. Even if I go and pick a random old lead or contact and try and add this new alliance, it doesn't show up as an option. How do we fix this?
Basic Monthly Lead Reporting
Hello, I want to create what seems like a simple report: How many leads did we receive in X month? This is easy enough if the leads are not converted to potentials. Once a lead moves to a potential file, I lose the lead created date. I can easily pull a lead report by date and a potential report by date but the potentials could have been created by a lead we got yesterday or a lead that came in 2 years ago. How can I create a report that shows, for example, in "April 2015 we received X leads"
Export all emails to clean list and reimport back in
I want to export all emails in the system, scrub them to validate and then reimport / update back into CRM. Is there a defined process?
WorkFlow Custom Functions Create Potential
Hello I am trying to create a custom function but I am not seeing any results when I execute the script. Could anyone help me with my code , please? void worrkflowspace.LeadtoPotential (int leadid ) Lead_id = input.leadid.toString() ; lead = zoho. crm.searchRecordsByPCD( "Leads","leadid",Lead_id) ; potentialmap = map() ; for each led in lead { Potentialmap.put( "Lead Owner", led.get("Lead Owner")); Potentialmap.put( "Contact Name", (led.get("First Name")) + led.get(("Last Name")); Potentialmap.put(
Notification for Tasks in CRM App
There should be a way to allow pop-up notifications for Tasks in the iPhone ZOHO CRM App. Being notified both in an email AND a pop-up notification on ones phone would be amazing - but also seems necessary. Surprised that it isn't integrated.
getRecords doesn't return all columns (SOLVED)
Hi. I'm using the API to fetch the accounts and get some data from certain columns. However, only a few columns are returned with the call. This is all I get: https://crm.zoho.com/crm/private/json/Accounts/getRecords?authtoken=token&scope=crmapi&selectColumns=All&fromIndex=1&toIndex=1 { response: { result: { Accounts: { row: { no: "1", FL: [ { content: "1251294000000233001", val: "ACCOUNTID"}, { content: "1251294000000071001", val: "SMOWNERID"}, { content: "OptiCits", val: "Account Owner"},
How do i add notes to a report that I want to generate?
The report is for all my leads but i also want to see details of all notes that I have made on that lead. How do i do this?
Unsubscribe status
We are using the "Autoresponders - Push Member Status as Fields in Zoho CRM" in Zoho Campaigns. It seems to be working as I am seeing the data populated in Zoho CRM. My question is if a subscriber unsubscribes from a list is some sort of unsubscribe status sent with the Push Member Status functionality? If not, is there another way to get the unsubscribe status into the CRM without having to use the API?
Phonebridge set up problem?
I downloaded the asterisk ad on, My problem is, hwo can i edit the file? Extract the. zip file and save it in the machine that you want to run the PBX adapter. (This system should be able to communicate easily with your PBX system.) Edit the "Zoho/ztiadapter/conf/zti.properties" file and configure the authorization key Edit the "Zoho/ztiadapter/teleadapters/asterisk14/conf/asterisk14.properties" file and configure the PBX details Run the nohup sh run.sh & command inside the zoho/ztiadapter/bin directory
PhoneBridge Stopped Working
Hi Guys my phonebridge has stopped working. Any ideas? What information do you need? Jeremy.
Zoho does not have any color text or bold features, we think this is imperative in any database
We are really disappointed that . We would not have implemented Zoho if we had known this was not a possibility from the start.
Details section disappearing
We are seeing multiple instances of the DETAILS section disappearing, in ours and our clients' Zoho CRMs. It seems to be maily where there are some Activities associated with the Record. It just displays the words "undefined" and "Loading..." where the Details and related lists should appear. Clearly the link has been lost somehow between the Main record and the associated Details section. This is a serious bug and needs to be fixed urgently, as it will effectively inhibit proper use in a fundamental
Crm languages
Hi I wonder how many languages you may have CRM for mobile and tablet . Thanks
Email Privacy Issue that Zoho does not seem to understand or acknowledge.
You can control which fields a Zoho user can see based on their profile / organisation. So you can allow different departments in an organisation to see only the data that they should see. I would like to have privacy settings so that departments (in a company) cannot see the emails sent by other departments to the clients. i.e. I do not want customer helpline advisors to see emails sent to the client by the legal department. i.e. i do not want junior staff to see emails sent to clients by senior
Skype gives me the wrong country code!
When I click on the telephone button to dial out of the CRM, Skype comes up but assumes the wrong area code. When I dial California from Arizona, 310 LA area code is dialed as a 31 (Netherlands) country code. 1) How do I set Skype or the CRM to automatically dial out to US numbers? 99% of my calls are to US numbers. I see that I can dial the US number if I add the US country code 1 to the number just before I click to dial. 2) Can I set the telephone field to include the country code 1 by default?
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