Importing Leads
I tried to import leads from my database. I don't have first name or last name in some of the records that are being imported. How do you remove the mandatory field requirement so I'm not losing 1/2 of my database. The field should be blank as my admins job is to get correct information as she is making calls to the businesses. How do I remove this mandatory field requirement? Thanks, Beau Carlisle Enterglobal, LLC
Urgent help!!!! Uploaded leads not showing in CRM
Hi Zoho CRM support, We are paid users of CRM. I am trying to upload leads information in excel format into CRM, after I tried first. The system each time would tell me that all 1200+ counts were added successfully, as can be shown in importing history as well. However, it is not showing anything in the "Leads" section or anywhere. The total counts in Leads are the same as pre-uploading. So, it seems that although the system told me the upload is successful (I am sure all the format is right,
Wrong response with update multiple.
Today I'm getting the wrong response fro the Update and insert Multiple records in ZOHO. My API call which was working a few days ago today is getting a strange response which is not eaven a XML response but an simple web page : <!DOCTYPE HTML> <html> <head> <title>CRM Software, Customer Relationship Management - Zoho CRM</title>.... I'm using a API call formed like... authtoken={api key}&scope=crmapi&version=4&xmlData={xml data} Was there a change in the multiple API call ? In the API documentation
How can I access the "Line Item" ( Product ) data inside Sales Orders?
For a client of us; we need to create several automation rules based on selected "Product"s inside the "Sales Orders". What we plan to do is : - To create custom fields inside "Product" modules to be able to define specific product attributes that will govern the frequency and logic of automation. - To create automation rules based on "Product Line Item" data inside "Sales Order" dependent on the "Products" that are selected. In the Zoho CRM API; it is possible to create "Products as Line items"
Creating an autoresponse mail
Hi everyone, At our website, we have a form that provides leads to our CRM. Today I tried to create an autoresponse mail for our new leads that are created by this form. But when I tested the autoresponse mail by importing leads via the website form with several email-accounts (zoho, outlook, gmail), all of them became leads, but none of them received the autoresponse-mail (not even in the spam box). I'm talking about the autoresponser that can be created in the 'website integration' section. Can
Google Apps email Integration
Hi I have a 21.81Gb (and growing) mailbox in Google Apps. We have 5 user licenses for Zoho CRM Enterprise and the other users mailboxes are all less than 2Gb each. My interest in the integration is so that emails are attached to Leads, Contacts, Cases, Accounts. I have enabled the Google Apps Integration but have got an error message because the mailbox has gone over 6Gb. How do I resolve this? Thanks Simon
Zoho CRM integration with Contactus.com
Having a difficult time making Contactus.com put leads in my CRM Leads. They say they support Zoho at http://www.contactus.com/3rd-party-software-integrations/ but I have not had success yet.
Additional Users, separate billing
Hi All, We want some of our channel partners to access our CRM but we would prefer if they pay for their users themselves (we are not in the business of selling CRM's). My question: Is it possible for someone to open a (paid) account and then "link" that account to our profile / CRM / database. So I want them to access records assigned to them, but I do not want to create the additional user under our account - the billing should be separate.
Mapping Accounts on Google Maps
Hello, Is there a way to map accounts within Zoho? I have exported to Google maps, but not ideal. Thanks, Keith
Web Form integration
Hi I've set up a Web Form in ZOHO's Webforms. But when I cut and paste the code onto my website, it shows up fine when my site www.newzealandemigration.co.uk is published, I can fill it out but I then cant seem to find it anywhere in my Zoho account. Any ideas? Is there a time delay? Thanks Rich.
Zoho crm email not working on professional edition
I have a gmail account i am trying to use with zoho crm. Is there a simple set of instructions to get this setup working. My email is dead in the water even though I have followed the "'documentation" . Anyone have an idea of what to fix? I have followed supports instructions but they did not solve the problem. They told me to go to Email -->Settings and add the account info. Which I did but nothing working - except Gmail.com. Thank You
Mapping Fields Account Name in Leads to Account Name in Potentials
I am trying to map a custom field (Account Name) that I created in the leads module to Account Name in the Potentials module. Both are set up as Lookup fields. When I use Map Fields to map Account Name in Leads to Account Name in Potentials, Zoho won't allow it. To me this would be a basic requirement so the user does not have to reenter the account information. Did I overlook something or am I doing something incorrectly? Thank you. John Galich
Tracking monthly revenue from client subscriptions?
we have two sales models, one is a one-off fee for consulting services which seems pretty easy to forecast and report, the other which is an ongoing retainer which doesnt seem easy at all... is there a simple way to set up the CRM so my sales team can forecast opportunities which will result in monthly retainer revenue?
" Modified time" should be stamped when adding a
Hello, It is very important o be able to filter leads and accounts based on notes being added to them . Currently, the "modified time" works when modifying a field ( though not in the ajax mode) in the usual fields, but NOT when notes or attachments are added. Considering that adding "notes" to a lead or an account is something likely to occur frequently, it is important to monitor this " adding notes" function. We need to be able to create a report or a view based on which accounts or leads gets
Field update doesn't work on Field edit - only works on Form edit
I created a Field called "TA Rep" in accounts. I created a workflow rule to trigger on Field update.... Now, when I click the edit button that edits the entire form/record, the workflow fires and runs correctly. However, if I click the little "edit" link for just the field and edit and save it, the workflow does not trigger. Is this the design?
"Owner" when creating a new Potential
We have a few consultants that we do not want to have access to our Zoho database but do write proposals on occasion. We want to have them listed as the Potential "owner" but are only able to choose from active users. Is there a way around this?
Outlook plug in account look up
When I click on Search and Add email, why don't I have the option of attaching the email to an account? The only options are Potentials, Contacts, and Leads.
zoho crm with zoho mail integration? zoho mail add on
Hello: I have a CRM account and a zoho email account. I cannot figure out how to add the Zoho Mail Add on for CRM & Zoho Mail integration? Any suggestions? THanks
PNMSoft integration
Hello - We are running a business process improvement project with the PNMSoft toolset, and we are considering using Zoho as the CRM platform. 1) Does anyone have experience integrating Zoho with an external BPM tool? 2) Specifically - did anyone use PNM's toolset to do that? Thanks, John
Custom Links not working as expected
I have added Custom Links to Leads and Accounts, It uses a custom (Number) field uid, Only that the number in the link has "," i.e id uid is 1500 the number passed to link is 1,500 and thus the resultant link is broken.
How can I get Contact address and phone fields to auto populate from the Account they are created under?
Using Free CRM
Survey in Zoho CRM? Zoho Creator?
Hi everyone, Here's what I want to achieve. As you're all probably aware, getting sales staff to ask customers "where did you hear about us?" is an ongoing pain the behind and often an answer is chosen in Zoho CRM just to satisfy the marketing manager (i.e. me). So what I'd like is for a survey email to be sent when a potential is created that includes my field for enquiry source that will allow the customer to pick where they heard about us and for this information to be passed back to their record.
Pre-populating fields in Zoho CRM custom app
Hi, I'm building a custom app in Zoho CRM. I want to be able to link the new module to a particular potential. I can't figure out how to get the linking to work. Can you give me a tip?
Permission denied to custom Zoho CRM app
Hi, I created a custom Zoho Creator app for one of my CRM clients. It works fine for the admin user but does not work for other users. I granted access to all profiles and shared the app with everyone in the organisation but it still does not work. Any tips?
How to get Open potentials with date filter through API
Hi, I can able to get values using "https://crm.zoho.com/crm/private/json/Leads/getRecords?authtoken=%s&scope=crmapi" which gives all values but i need to get count for only specific period (i. e I need the open potentials count for the period between 17-03-2014 and 23-03-2014). Let me know how can get the same. But in Zoho UI , i can see it under Reports with custom filters, i need the same through API call. Thanks in advance.
Campaign member status not showing in reports
I have created a report for campaigns and included member status, but the field is showing blank for all members. A couple of screenshots. Sorry, they are on Spanish, but it's easy to see. The first screenshot is from the lead related list in a campaign, and shows a row of that list. You see that "Estado de los miembros", that is, member status, has a value. The second screenshot is from a campaign report, showing the same lead as the screenshot before. You see that the same field, Member status,
Dynamic values
Hi, I'm trying prepare a user friendly process for creating the tasks and calls for specific set of Accounts or Contacts, but the customization possibilities are limiting. - When I create tasks for the Accounts the Subject of the task is simple text.. - In the Workflow you can not set it dynamically either. - I can customize the Task list yes but can I customize All Tasks view (picture) because this view isn't giving any information. (no Related To , no Time) which is a crucial information
unable to receive emails
Hi, Its been weeks now since I last receive an email.I tested it using several email accounts already but never received one.Can you please look into it? thanks
email magnet
I just signed up for a free account but cannot set up email, no option in add-ons but mobile. Is this particular to the free account or a bug? Angel
making many to many relationship in zoho crm??
Hello, I am suppose to create a many to many relationship between the crm data like account and contacts. How can we achieve this? can we have a junction form with master detail relationship with accounts and contacts. Do let me know as quickly as possible.
I am using Adobe MUSE to build my website. Can Zoho CRM be configured to store data from the website ?
I am using Adobe MUSE to build my website. Can Zoho CRM be configured to store data from the website ?
How to get every email to/from a lead or potential to display?
I'm newer to Zoho, so maybe I'm missing something obvious to more seasoned users, but here's my situation and questions: Setup: I've set up my Zoho CRM to pull emails in through our Gmail into the Zoho app, so I'm creating/replying through that feature now. Leads/Potentials (my problem): When I get a new lead (let's say someone calls)... I go to leads, set up the lead, and then create a potential. I can send an email to the contact from the Leads, Potentials, or Contacts screens, but I can't seem
free edition and email integration
Hi, I just signed up for the free edition to test the CRM. I cannot set up my email account, in the Add-on tab only see the mobile app option. Is this how it works? thanks Angel
link notes with decription?
Hey does anyone know how to link description with notes. I want my sales people to be able to create and event and a description and it auto over to notes so they dont have to cut and paste.. Anyone doing this?
Import list won't rollback
One of the lists in my Import History won't rollback: GOOD-Q2-CMO CSO-Target.csv I click on it, click rollback, it says 'in process' but when I refresh it goes back to its existing status.
How do I show the dollars on the pipeline chart without mousing over (ie data labels)?
can this be done?
Where is Zoho Apps?
I want to add the email integration app with there is no Zoho Apps tab?
Mail Merge direct from a Campaign
Hi, Could someone please inform me of how to send a mail merge straight from a campaign, I have exhausted all forms of assistance and I am still drawing a blank. Thanks in advance Scott
User setting page not opening
Hi, I have checked on different web browsers and different systems, the following page does not load users listing to add/edit users in our account: https://crm.zoho.com/crm/ShowSetup.do?tab=usersPermi&subTab=users Setup->Users -Sid
Accounts and Contacts
I imported my accounts and contacts from CSV files. When I go into the accounts and to the contacts, it shows no contacts, but when I go to a contact and select the account and then contacts for that account they appear. What am I missing?
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