How do I add a related list to a module?
Hi everyone, How can I relate Invoices to Opportunities? I tried a custom field called Lookup and put Invoice which works, but I want a many to many relationship. So the same way for example when you go to Accounts, it has a related list "Opportunities" and it lists all the opportunities under them. Not sure if this is possible, but from Invoice I don't need to see anything regarding Opportunities there, it's just the Invoice is me invoicing closed/won opportunities, so I want to be able to see
Cannot add Follow up Task in Assignment rule
Cannot add Follow up Task in Assignment rule non stop Please Wait... without result
How do I map fields while importing tasks?
Hi, I am trying to import tasks from from another CRM to Zoho. I am not sure of the values expected in the field mappings. I started by exporting a set of tasks from Zoho CRM itself and import back the same. The tasks are getting imported, but the following fields are missed out. Due Date - My file has this in dd-mm-yyyy format and I chose the same in advanced options. Contact Name - Should I give the contact name or contact id here. I tried giving both; neither works. Related To - Should I
Field Mapping
When I create a new lead and then convert that to an account with a potential, the first name and last name do not map across but the information is in the newly created contact,. Can I map first and last name to an account when converting?
Field Validation
Hello, We need to validate a field to ensure that the value entered is in a specific format. Is this possible in Zoho CRM? Tia.
Index
A quick look up in the account list will be easier if the "alphabetic hyperlink line" is on the top of the menu - and not at the bottom.
Zoho Web Form - No Results Sent
Can you please tell me why our web form is not adding leads to our Zoho CRM nor sending us an email with the form results? http://www.triplelinesolar.com/contact/e-quote-details/ I did update some of the form veribage and removed the crazy "reset" button which is sure to be used as a submit button more often than reset (how many times have you really reset a form?) But I digress, why is our form results not posting to Zoho? Code: <div id='crmWebToEntityForm' align='center'> <form action='https://crm.zoho.com/crm/WebToLeadForm'
Mobile Accounts
Our sales team use the mobile.zoho.com interface We many customers that have the symbol "&" in their account name. For example "B & M Auto Electrics" If we do a search for "B & M" the search text sent to the system is "B & M" and no result is found. On the full web version this is not a problem. Looks like a bug that was introduced in the new round of upgrades as it was not the case until recently Thanks
How to Delete/Update Notes from de API
Hi there, I'm writing a software based in Java to Update or Delete "n" Notes from the Contacts. There are no problems to INSERT the new ones or GET the old ones with insertRecords and getRelatedRecords methods. But I receive no response from updateRelatedRecords when I try to use for update these notes. I attach you the following code: import java.io.*; import java.util.*; import java.net.*; import org.apache.http.HttpEntity; import org.apache.http.HttpResponse; import org.apache.http.NameValuePair;
Copy Colors and Theme Setting with Copy Customization
It would be great to be able to copy customize the colors and theme for branding purposes. The logo is supported already, but colors would be a nice addition. What is the chance of this being implemented? Best Regards, Jeremy
Calibri Font missing from Templates
Hi Zoho Community Can anyone tell me what font is nearest to Calibri - but more importantly, Zoho, why is this not a standard font? Mike
Import contacts data - update CRM
Is it possible, when importing data from a CSV or xls to do an update - if it finds the contact record already exists? I have a spreadsheet of additional data for existing contacts and can't manually update addresses etc for 200+ records. How can I do this en masse? thanks
Call Attempt Date
Could Call Attempt (1st, 2nd, 3rd) be set to default assume that if I'm entering data for that call, the call time is now? In practice, I make a call, and then immediately update this field. It would be great if it defaulted to now, rather than me having to toggle through date and time. Thanks, Tom
Feeds in menu?
Hello, I have seen a new tab in the menu, "Feeds". How can I use it? What can I do? Have you done a guide about it? Thank you Cristian
Possible field properties returned from API call
Hi, I've tried looking around the API documentation pages and in here, but can't find any info on this. Also, note that I'm currently preparing our integration with the Zoho API, but I don't have access to the CRM at the moment. So what I'm trying to find is the list of the possible properties on the fields that are returned from the getFields API call. We can see a couple of them in the sample response provided on the page, but I'd like to know if that's all or if there are others that I can expect.
Empty matrix report
I have a simple list report that returns data. When I convert it to a matrix report it is empty. If I create the report from scratch using the same columns and criteria it is empty.
How to unhide only specific raports to Standard user
Hi, I would like to give my employee to use some (predefined) raports but not see all raprts inside ZOHO CRM. Is that possible? Regards, Paweł
Macro History
I created a macro to send an email to contacts. Is there a way to see a history for the macro? By this I mean, is there a way to see which contacts I've run the macro on already?
How do I customize the activities view to filter out completed activities?
If I click to Edit the activities view, I can alter the fields displayed but don't see an option to apply filters to any values in the fields e.g. don't display an activity where status = completed? cheers, Tim
1000 row limit in imported file?
So, I see on the right side of the page as I try to import my first batch of contacts that there is a limit of 1500 records in xls formats. I am importing a CSV file and it fails to upload telling me there is a limit of 1000 rows. What's the difference between records and rows?
How to hide sections that don't appear on the customization page
How can I hide sections like "Competitors", "Products", "Quotes", etc. on a page? These choices don't appear on the customization screen, so I see no way to hide them. Some of these are not applicable to our business and just clutter the screen for us. Thanks.
Using windows Xp computer
One of my reps is using a computer that has XP Windows -- Does this affect Zoho CRM -- she adds things to a record and they appear to change in some instances when she goes back in?
Zoho permission.
Hello, is there any possibility to set such permission when the user have an access only to his data. In other words, the user is allowed to view only his leads, contacts and clients. So, I want some users to see everything and limit the other users somehow. Thank you, Xenie
Distinguishing Contacts from "Customers"
In a B2P scenario, I am not sure how to distinguish regular contacts from actual customers, according to the Zoho methodology and lead conversion process. In Zoho Crm, I am not sure if the same process applies to other CRM's, you tell us that Leads represent raw data of potential customers, and that when you engage them they become "Contacts" for which you can create in turn sales "Potentials". For that to happen you suggest we "convert" Leads into Contacts when we first qualify them or initiate
Lead - All Lead View question
We work primarily with the military so we have several contacts within each military base. When I view Leads, I'd like to see not only which department the lead works for, i.e. Fitness Center, but also what military base they work at. So I'd like to see their name, phone, deparment (which I use company name for), military base, which is a custom field I added and email address. The custom field I added (military base) does not show up in lead view. Can I add this field in lead view and if so,
Adding Fields
How do you add fields to a section
Zoho CRM Contacts/Accounts
Can I merge the information in my contacts into the accounts? For instance if I set a contact as a prospect and set it up for Industry A cani have that same prospect status and industry type merge with the account so that I do not have to enter it again?
Email from Outlook
Is it possible to email contacts from Outlook to Zoho. I am looking for a way to import on a few contacts rather than all of my contacts. Any advice?
Formula Field issue
I have an formula which creates a string on record creation in a contacts field ...howoever, when I'm converting from LEAD to CONTACT ( and the contact pre-exists) this field always updates - this is not the case with other fields. What is the reasoning and can I stop that behavior?
Solution Roadmap, CRM Implementation, and Data Integration Strategy
I'm new to CRM and am still learning about it. I have an assignment on CRM and since I have no prior experience in this area, I am struggling with it. I wonder if any one of you could give me some insights as to how I should go about it or any tips in answering this as I am so clueless right now. I am not here to ask direct answers from anyone, I know it's an assignment and I'm supposed to be the one giving the answer, but if anyone could direct or guide me as to how I should go about this, I would
Autonumber (Accounts) not being assigned when Account is created in GMail Widget/Add-In
Hi everyone, I have an AutoNumber field used to assign a unique ID to each account. When an account is added manually, this works fine. However, when using the Zoho CRM Gmail/Google Mail plugin to add a contact (where an Account Name is also entered), the AutoNumber will field will not be filled. Can this be fixed?
auto generate a lead and send email from web sign -up
We have our squarespace web sign up integrated with Zoho. Leads are generated and a template email is sent out. When I check lead emails there is no record of the template email in the "Sent Emails from CRM" tab. Please advise. Thank you Norma Gordon
sharing a created document
Hi- Once I have created a document, how do I share it with someone in my organization (in other words someone who we have in zoho). I can do it as the document is being created, but with this particular problem, I need to share a document I created a few weeks ago with someone and there is nothing I can see that allows me to do that. This is a document in the crm (not doc.zoho...) Thanks! Mara
Back up of whole CRM system
Hi We have heavily customised our Zoho CRM system and I want to backup everything, not just the data inside it. How can I do that? (I also have elements that draw on apps in Creator - can I also back those up and how) Many thanks
Password
How do I change my login password?
Not working: search email inbox for email from specific senders
Up to now I can right click on email and select "list mail from sender". That has stopped. I use this function every day to remove emails from my inbox and sort them into folders. The menu item is still present but the functionality is not. Please let me know what has changed and how this can be resolved. Using Safari 7.0.6 The same problem is showing-up in Firefox 31. Same problem for Firebox 32 In reality, the search function is not working right. I can also search for emails from a specific
Question about: Execute workflow only when the criteria is met for the first time.
i have created a number of rules and have been told to select Execute workflow only when the criteria is met for the first time . my problem is this, i use them to notify the other users on my account of certain accounts for various fields/reasons. i am thinking further down the line - years specifically if these accounts that have had this trigger once already, will not be able to trigger again if there is a match. Does Zoho remember each trigger? I did use to have it on Execute workflow whenever
Audit Log
Hi, The audit log does not mention any modification of accounts from an import. I imported a list of 300 accounts, 291 of them were already in Zoho but needed to be updated. So a total of 9 brand new accounts were entered. These 9 new accounts are the only things listed in the audit log, not mentioning the overwriting of 291 accounts. This is a very big thing to miss. I know you can look it up in the Import History, but I am worried this could be missed easily as the information in Import History
Help with a report please !
I want to run a report that shows me my Accounts with no 'Open Activities'. Any help as new to this would be gratefully received.
Description field missing in quote template
Somehow the description field disappeared from my quote template. Anyone know what field name I need to include in order to extract the description field from the quote itself. I am referring to the notes for any given quote and not the product description field
Next Page