Lead Owner mass update by zip code
Is there a way to change the owner of a lead by zipcode ? We have 2 sales territories and because some zipcodes have dofferent leads instead of changing each lead one by one, is there a way you can do this as a mass update?
How to triggers rules 90 days before Closing Date?
I got error when I tried to create a Rule Trigger, to be executed 90 days before Closing Dates of Potentials. The error is " The Date of Execution should be LESS THAN 20 days from Closing Date". I am trying to show a "List of Potentials expiring in 90 days" on Home module. Second best solution would be automatically created Tasks 90 days before Closing Dates of Potentials. How can we do that? This is a single critical requirement that affecting our decision to buy Zoho CRM service. Thank you, Singgih
Tracking monthly recurring revenue in ZOHO CRM
Hi , I have been using ZOHO crm for a while now. Most of my services are recurring service Paid Monthly. In Zoho CRM potential there is no such option. Can any one help in this . I need to track monthly recurring revenue.
Which module to put product "expiration date" field?
We are selling Products that has one year expiration date (as soon as it delivered to a Customer/Account). 1) Which Zoho CRM module can be used to store "Delivered product"? So, we can add custom field "Expiration Date". 2) How can we show "List of delivered products expiring in 90 days" in Zoho CRM Home module? So, sales team can began sending invoice to the Customer for renewal (new delivery of same product). Via online chat with Zoho team, there is ideas to implement this using tasks generated
Accounting capabilities?
Hello, The company I work for is doing some research into CRM suites but suites that encompass the gamut of the business flow including accounting. Does Zoho have any accounting capabilities included into it? Many thanks!
Export Events To Google Calendar
I've activated Zoho CRM on Google Apps already but I don't see any option to export events to Google Calendar. HELP!
Recurring events
Hello I am trying to set up a recurring event on Zoho for staff unavailability but the recurring box is not available for me to click on. Can you help with this please? Thanks Katie
Zoho CRM Advanced Analytics User Guide
We have upgraded our subscription in order to access the Advanced Analytics. Is there a User Manual for this product. I can only see demo data, and do not understand how to sync with my live data. Where can I get guidance for this?
Usage Information not visible, API option?
https://www.zoho.com/crm/help/api/api-limits.html#API_Usage indicates that the page at Setup > Developer Space > CRM API should have a Usage Information section, but ours does not. Is this an undocumented change or is there a setting that the account owner needs to enable for this user, and if so, what setting (and where)? Also, is there any way to query usage quota information through the API itself? We would like to make our application handle its query budget intelligently without resorting to
How to Make Audit Log Export Week's Activity
Can someone please help me out with this? I want to create a formal report that accrues the week's activity and sends out at a specific day and time on a weekly basis
Is there a way to customise the field presented in the Quick actions?
Hi, I wanted to know if anyone knows if there is a way to customise the field presented in the quick actions (see image attached). For example I want to add the job title field to the add a new contact when on a company page- this will save a huge amount of time having to go back and edit the contact each time. I hope this makes sense.
Issue with report generation
Hi, I am trying to generate an Open Potential Report. Strangely, only some of the entries have values for the probability field. Many of them are simply empty; yet they do have entered values in the detailed potential screens. FYI: I have changed the field definitions for probability values. And the probabilities have been changed from its originally entered value as part of the sales process. Why does this happen? Are we doing something wrong? Can anybody help me with that? Thank you, Michael
Integration into Outlook
Hi, I'm trying to configure my outllook with the Zoho plugin. I've synced my contacts okay, tasks and calendar too. When I try to sync email it works for sent items, but any emails that come in from the contacts do not sync, nor do they if I go to the addon and add manually. Chris
Exporting Reports
For some reason I can no longer get any reports to export to Excel. Is there a problem with the system or perhaps I changed a field somehow?
Global search function less reliable
We are finding the global search function less and less reliable. This is a big problem when it comes to preventing data duplication. It's also a big frustration to users. We use ZohoCRM ourselves so that we experience what our clients do. I've done several searches for contacts that do not show up in any of the search results, but are in the database. I can get to them through the account. What's even more disturbing is that I'm the contact owner.
Triggering a follow up email to a lead after a reply is received to the first email
Hi My scenario: Lead comes in via webform Lead sent email 1 asking them to reply in order to verify their details. Upon receipt of the reply to email 1, email 2 is then sent advising that provisioning is under way My question: How can I best achieve this in Zoho CRM? I would like to trigger email 2 based on the reply to email 1 being received but I saw a recent post indicating that the functionality doesn't exist. What is your recommended method for achieving my outcome?
Call Status or Call Result
Hi, I need to display, ON THE DESKTOP CUSTOMER VIEW CLOSED ACTIVITIES SECTION (see attachment), last call(s) Result (or Status?) in terms of "Busy line", "Call again within...", "No answer", She/he'll call you back". Is it possible? Same question as far as integration with the Zoho CRM MOBILE APP: on the Log-this-call popup view, after a call ends on my mobile, there seems to be no field allowing to log such an information to then appear on the Closed Activities Section where the Call is logged
Task list
Once a task is completed is there a way to shade or grey it so it remain on your list but becomes less noticeable. Aside from date and priority is there a way to manual organize your task list?
leads
can two leads have the same name,i.e company name??
Custom company logo best height is 37px
To reach the same height as the the default Zoho CRM logo, not higher as it takes too much vertical space, we use 37px.
Where to Store Lost Leads
When a lead for our company is lost, we mark is as so. However, we would like a totally separate place to file these lost leads (and not necessarily the leads tab) so we don't contact them again. Any suggestions? Thanks!
I would like to have a storic sales for each account, How can I get it ?
I would like to have a storic sales for each account, How can I get it ? and if is it posible to feed with past information the accounts, for me it is important. Thanks in advance. Martín.
i need multi-line addresses for accounts, contacts
90% of my accounts and contacts have two or three line s for the street address. i know i can add a text area field to the account and contact forms but these fields won't show up when i make an invoice or quote with this account. is there a way to link this field to the account just like the pre-existing address fields are linked? i am still in my early stage of set up with zoho. this issue would be a dealbreaker for me,
Removing inactive Users
Hi, How can I remove inactive users? thanks
Products not visible unless Administrator
Hello, I've imported products into Zoho CRM (I am an administrator). When someone who is not an administrator clicks on the Product Tab they just get the Import or Create new products. The profile has every box checked for Products. I even created the profile from Administrator but it still won't work. Any ideas? Thanks, Tony
Error:missing quotes (again)
Here are the 3 possible examples: https://www.facebook.com/pages/abcdefg-abcdef/184320056128 http://www.facebook.com/abcdefghijklmnopq https://www.facebook.com/abcdefghijklmnopqrstuvwxyz/timeline I am trying to parve out the name after .com/ or between .com/ and /time or pages/ between /. Because custom fields can't be used in a calculation I attempted to do the following: If( Find(${Leads.Facebook},’pages’,1) =0, If( Find(${Leads.Facebook},’/',27) =0, Substring(${Leads.Facebook}, Find(${Leads.Facebook},’/',23)
Best way to add a contact from a mobile device?
I'm trying to figure out which app to use to scan a business card to create a contact, along with some notes about the meeting, and possibly a follow-up task. It seems that Zoho has created two separate apps, a leads app that allows for notes and tasks...but you can only create a person as a lead not as a contact. The business card scanner can create a contact, but it doesn't let you even add something to the description field, so there is no reminder of where you met someone, what you discussed,
Problem at Zoho CRM report Module
Dear Support, There is something wrong at report module inside Zoho CRM. The filters doesn't work. eg. I'm trying to execute the report that show us the potentials with closing date at this year. The report ignore the filter and show all Potentials. Could you help me please? Thanks. Paulo Miguel.
Please allow emails to be atached to accounts
We tend to track business communication by the companies we do business with, not by individual contacts at the business (who may leave the company or change positions frequently). When I get an important email from or about a client I want to be able to attach it to both the client record and the contact at that client from Outlook. The notes module already works very well, in that I can write a note for a contact, and it will also be available under the parent account. This is great, except it
callto - We need a workaround
Hi, for us it is very important to make a call with the "callto:" function. Is there any possibilty to get this work?
Outbound call features
Hello, The way I manage my dairy calls (exclusively outbound) is missing some essentials features in the Call section. Ok I am using the free subscription at the moment so I cannot ask anything, however I believe my needs can meet those of other Zoho Users. - Need for a Close button (like that of Tasks) that sets the status of a Call to Completed. When you end up, finally, after a week of tentatives, talking with your Contact, you do not need anymore to see the Call among the list of Calls, it should
Zoho shortcut icon/tile
Please, how do i create a desktop shortcut to Zoho in windows 8 ?
Mobil CRM app from IPad app store
I was using this app just fine. Now when I sign in it tells me " this app has been disabled for my acct" please help, I use this a lot while on the road.
Cloning Field while input
Hi together, we cannot change the value for the potential name-field to a fix dropdown-list, but this is very important for us. My idea is to create a custom field with a dropdown-list and fix values (this field is mandatory). Now if a sales person add a potential he'll select a value from this list e.g. "Product XYZ". After he selected this value, this value will be cloned instantly to the system textfield "potential name". Would it be possible to create this function with the "custom function"-feature?
Allocating leads to Telemarketing buy retaining Lead owner
Hello I have assigned a number of leads to a telemarketing campaign. The only way I can have my telesales person see the leads is for me to make the the Lead Owner. Unfortunately however, the Real lead owner then no longer has visibility. Is there some way I can retain the original lead owner whilst at the same time assign the lead to the telesales person who is running the campaign? Many thanks
Mail Merge Template
Hi, I am having trouble using mail merge template. On sending mails to contacts using mail merge template, the layout of the page is not right. The content that I put in the template shows up on the extreme right side when the contact opens their mail. I am attaching the screenshot of the same. Please provide a quick response as we need to use this feature. Thanks, Sylvestor George
Create Second Calendar
Hello, is there a way to create a second calendar with events?
Log a call feature
We have been encountering an issue suddenly today with most of our users with the Log a Call feature (within a contact). It has been working fine up until today. Users are logging calls by going into the Contact and clicking the Add a new call option.
Tasks in Zoho CRM...2 part process to save it?
I noticed that there is a 2-step process (actually more than 2 steps) to close or save a Task in Zoho CRM....why? You should only have to save your task once. In order to complete a Tastk, you have to click "more fields", which takes you to a new menu, then you select "complete". Next you have to click to save your options selected, and are taken back to the preceding task options menu. You then have to save the task from there. It's a bit awkward, clumsy, and frankly, unnecessary. There are
Is Zoho the right programme for me
Hi All New to forum so hope someone can help me. Apologies if in wrong forum please feel free to move I need to know if Zoho is the correct application for my business. I need a system to track the ‘post sale’ process of my business. We are a claims management company who make claims on behalf of clients. These claims follow a standard process over a defined timescale (usually). I need system to track which stage each clients ‘case’ is at and to issue reminders when deadlines are breached. I also
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