How to convert a Lead to another module?
I go into leads>convert but it says it's going to create a new contact. But I don't want it to create a new contact, I want to be able to click convert and select which module to convert it to. I have multiple modules, "Leads", "Company A jobs", "Company B Jobs", and "Company C Jobs". When a lead comes in with it's info, then when we finish what we need to do while its a lead, its time to convert it to a job and depending on the leads info they have to be converted to a specific company. example:
Leads not showing under sales person
Hi, When logged in as the Administrator; Leads entered yesterday show as new leads and when you isolate the Sales person it also shows under them. Today, when a lead is entered you can find it under leads but when you isolate the sales person it doesn't show under them as a lead...but it is in leads (with them as the Lead owner) Confused???
Merging duplicate customers with different names
I am trying to merge two accounts but they have different names & can't seem to get this to happen.
Omitted potencial customers
Hi everyone! I'm havin problems importing my data base to Zoho CRM, and I have one question about it. When im importing potencial customers from an excel doc to zoho crm and some of them are omitted. Where I can see the reasons of that, the Import History? Thanks in advance! Diego.
Is it possible to hide user-defined fields?
Is it possible to hide user-defined fields? Idea: You need to click at a control cast box to pop up other fields. How does this work?
Lookup Field Type missing from menu
When creating a new custom field "lookup" is not listed as an option under "Select Field Type". Do you know why this option might be missing. Thank you for your help.
new alerts notification (bell icon top/right of the window) question
Hi i have logged into our other account i thought that this new feature was supposed to let other users know when someone else has amended an account. If this is the case its not working properly? Anyone know how this actually works?
converting leads to "junk"
I am trying to figure out how to turn leads into "inactive" leads. I was told there was an option under the drop down menu for Leads to make them "junk". I do not see this option and am wondering where to find this.
Incorrect link
Incorrect link in crm help for Billing And Payments https://www.zoho.com/crm/help/ screenshot - http://www.evernote.com/shard/s396/sh/f430bead-2a0b-410c-990b-f5967a0ff196/4115c97f4710b7e9b953e106a8c793b8
A better looking form???
I've created my web to lead form and have embedded it into my website. However, it looks so dry...visually. 2 questions.... 1. Is there a way to customize the look of an embedded form? 2. Is there a gateway or other method of taking emailed form submission information and populate into Zoho automatically? In other words, using my existing web form (non-Zoho), and having Zoho read the person's information from the formatted email and populate Zoho? Any help is appreciated. MIKE
How to insert data through ajax to zoho crm ?
Can anybody tell me how to insert data through api using ajax.
Order of notes reversed for better interaction
Hi, I`m puzzled. Why is having to scroll down every time you need to add a new note better?! Why has this been changed in the newer version of Zoho CRM? Am I missing something? Thanks
MOving up Contacts Email History
Under https://crm.zoho.com/crm/ShowDetails.do?module=Contacts&quickcreate=true#l OR Contact View Details, with all the areas below "email, open activities, cases, etc." Can I move up "email" history higher up, its so low on the list, but is very important to see. Didn't see under customization.
Change past invoice number
I began 2015 with a new invoice format but the first 10 invoices still having las year's numbers and format. How can I change past invoices numbers? Only these 10 not the rest I have created since that moment. Thank you.
Build a page that shows all updates in the system
It would be nice if there was a tab called "Stream" or "Feed" This page would basically give me an overview of what my team is doing and has done. Here is an example from another tool: https://www.assembla.com/spaces/confusa/stream It would have something like: team member > changed lead companyA status to dead team member > changed lead companyB status to contacted team member > converted lead companyC to account
Search API error: 4832: Invalid parameter value
My search API doesn't work. I used this to search my Accounts table: https://crm.zoho.com/crm/private/xml/Accounts/getSearchRecords?authtoken=xxxxx&scope=crmapi&newFormat=1&selectColumns=All&searchCondition=(ACCOUNTID|=|123456) I got this error: 4832: Invalid parameter value
Force Sync with Google Calendar and Team Support
I see that others have asked this question but there haven't been any answers. I need to know how to force Zoho CRM to start a sync and/or where do I set the frequency of syncing? We also use Zoho CRM To sync with Team Support (used for creating tickets) and this function is working fine - but again, need to be able to increase the frequency of syncing and/or force a sync. Thanks, looking forward to hearing from you. Jill
Changed Account owner without change the Potential Owner
We have a lot Account(Clients) with their related Potential(Sales). We want to change the Account Owner of several Account but we want to keep the Potential Owner of their Potential. The reason is that we want to track the user responsible of the sales. Now the System(Zoho Crm) is change the Potential Owner alike when we change the Account Owner. Are there a way to avoid this behavior in Zoho Crm and keep the original Potential Owner?
Is it possible to hide user-defined fields?
Is it possible to hide user-defined fields? Idea: You need to click at a control cast box to pop up other user-defined fields.
Custom fields viewable on IPhone
I have created several custom fields on both Account and Contact Modules. How do I customize the views on the IPhone App.
How can I remove certain links at the top?
How do i go about removing certain links for sub-users? For example if i don't use the Solution's or Cases modules, how do i remove them from sight? Also if i am wanting to move the Dashboards link to the left, how would this be done (for certain users, groups or universally)?
No email section in Accounts
I noticed in my accounts there are no email sections to track or log emails? any help available on this?
Email Sync with Outlook
Does anybody have any solutions to stop Outlook emails being marked as Read due to Zoho "winning" the rule? I have a team of users that are missing emails because of them being marked as "Read" when in fact they have not been... Thanks!
How do I map Account Address fields with Contact address fields?
I am reviewing Contacts in my organization's database and have found multiple instances where we have Accounts that have full address information and have Contacts linked to those Accounts wherein the Contact record does not have address information. The Contact is correctly linked to the Account in the Account field in the Contact record and if I check out the the Account record the Contact's name is listed. How do I get the Contact record to update the Address fields to match the corresponding
Sales Order addition errors
We have been experiencing an unusual problem with Sales Orders not adding properly. Over the last 1000 ( approx) Sales Orders - about 4 or 5 of did not add up correctly. We find the problem when customer billing or credit card charges are incorrect, and we get calls from customers. The problem is the Sub Total will be incorrect, (it does not add the product totals correctly) which makes the sales tax calculation incorrect and of course, the Grand Total will be incorrect. In each case, as our team
How do I change the email address for a subscriber?
Hi there, A colleague of mine recently changed her name and email address. As Super Admin I tried to edit this for her. I can edit her surname however am unable to edit her email address. How may I change her email address to the new email address? Regards, Jade
Importing Campaigns Leads and Contacts
I am setting up my Campaigns and need to add lead list to these. In order to do this I have CSV files to accomplish by mass upload. My concern is I do not want to generate duplicates. As well, if I load them as a lead and they are a contact will the upload catch this? As I am setting up all of these email campaigns so I can properly sync leads to these lists in Constant Contact utilizing our Cazoomi app. Please help~!
Creation field in different modules in Zoho CRM
My question is: how I can create a field that is repeated in different modules (Invoices and Projects) and content of this new field is reflected in the modules where he believes. Hoping you can help me with this question. Thank You.
Need to synchronize contacts from CRM into my application on creation / update.
How could I synchronize new or updated contacts from CRM back into my application (real-time) ? Does any trigger mechanism exists for this which call lets say an outer URL (from my application) with the right data ?
Web form
Help ! The web-based integration does not work for the Joomla 15..2..3 ..! The old versions worked well. How to fix this ? Bootoond crm@mybusiness.hu
problem in inserting the record into crm using xml and curl
"xmlData" parameter value contains ampersand(&) in the value. then the record is not inserting into zoho it gives the following error '<response><error><code>4600</code><message>Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter.</message></error></response> please help me in this case.
Contacts stick to wrong accounts
Hi, I have a big problem with Zoho, I have different a lot of different projects and each project has a different list. My problem is when I import the contacts to match the accounts the contacts can sometimes stick to the wrong account. Say for example I have 2 lists with some of the same accounts on each but I need to import the two lists as they are different projects and there will be different notes for Joe Bloggs that works for company A in project 1 compared to Joe Bloggs that works for company
Add Emails frunction from Outlook to Zoho duplicate contacts from different senders
Hi, I have two different people Adding Emails to Zoho from MS Outlook. If each link an email, a new contact is created. Basically, we have the Added Emails now in two different locations. I was guessing it had to do with the way I set up the profiles? thanks George
Cant' find the CRM plug in for outlook
I want to be able to tag emails that I have received into accounts. But I can't find the plug in for out look in the other apps section. Where can I download it from?
How to create an auto populated field in crm?
I want to create field for Vendor's name and would like this field auto populated with vendor's information once click, is it possible? Thanks JOb
Editing a Sales Order once it is submitted
Hello, I set up an approval process when we create Sales Orders which works great. However, I need the user to be able to edit the order to enter our own order number or make changes to any fields. Please let me know how to achieve this. thanks,
MASS MAIL to CONTACTS in SELECTED ACCOUNTS
I know most of us would like to email our clients with special offers. As a result, the best avenue is to selected by ACCOUNTS (ex: type "customer) and then email to all CONTACTS in that account. The problem I see is that you can't work off 2 databases (ACCOUNTS & CONTACTS). Is it possible? NOTE: I have PROFESSIONAL version.
Send Email from Account
Hello Is there a way to send mail directly from accounts like the send mail button on contacts or create a macro?
Email to my Accounts?
Hi there! I have spent some time to organize my Accounts (customers) into relevant categories (using Industry field) + I spend great deal of time to add contacts to those accounts. Now I need to send an email to several customers (Accounts) in certain category. Can not find a way to do it. No email option in Campaigns, no such thing in Accounts. How I am supposed to communicate with my existing customers? Am I missing a point about purpose of CRM?
Mass Emails in Zoho CRM
I am pretty sure that I properly sent a mass email to about 50 contacts (I am a paid Zoho CRM subscriber). I sent myself a test email before I sent the mass email and it worked. Normally I would have gotten some response from these people. I am beginning to think that it didn't go through. I can't find any record of it being sent in the audit records. Is there any way to see if it went?
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