How to Export a view to CSV
I'm trying to export a particular view [in the CRM] to CSV in order to import the list to Mailchimp. I can get to the view, but don't have any option to export this list...not even under 'other actions' as seems to be suggested by other users. There are over 4000 on this list, so I would like to be able to do it in one move. Although Mailchimp does have Zoho integration, it seems to only be able to import my entire database to a list as opposed to this subset 'view'. Any suggestions?
How to send email to contact directly from the ZOHO CRM
Hello, we have used the ZOHO CRM standard edition for our website www.ijdmtoy.com for RMA process purpose. In this use, we need to send customer RMA#. There is a field called customer email, and we want to know whether we can use the ZOHO to directly send reply to this email. I know whether I can send email back to myself, but how about for a customer's email?
Round Robin Account Owner
I need account ownership to enter a round robin after a lead is converted to an account. I can not use AutoNumber fields in formulas, so I am at a loss how to do this. Any suggestions are appreciated.
Ability To Manually Enter Past Communications With Contacts?
Is it possible to to manually enter past communications with contacts? Say for example you a conversation(email, phone call, meeting, etc.) with a client off-line, yet want to record the the conversation occurred. How do you manually enter this into Zoho?
Note and task notification
If I as the manager ad a note to a potential is there a way to alert the sales rep? How does them sales rep get notified of the note. If I add a task how does he get notified without opening each potential.
Map Dependency on Webform ? Possible?
I can't seem to make it work. I have created webforms previously with no problems. This time I'm trying to make a pick list webform that has dependencies. I've mapped the dependencies correctly in the customization section, but putting this into a webform the dependencies don't work at all. Anyone from Zoho confirms this is possible or not possible? Thanks. Example on the webform: customer enters pick list - Yes or No if Yes, then 2 items on the next pick list are available. If No then 5 items
Forecast target based on expected revenue
Dear users, How can I base the forecast on expected revenue correctly? Because I changed this in settings but the numbers are not correct anymore. Regards Claudia
Change Record Type in Cloned Email Template
I have cloned a lead email and want to duplicate it in the potential email template area. But for some reason I cannot changed the "Record Type" after I have cloned the email to change it from Leads to Potentials. It is fixed as "lead' when all other area are editable. Is there something I am missing.
Help with rules
Hi, I need to create a workflow rule on the opportunities of our CRM. The idea is that once you create or edit a opportunity, send an alert via email. The theme is that we do not know how to configure the rule criteria to take the modification date parameter and send the alert to the 10 days. Any recommendation will be welcome! Esteban Elias Preventa Tecnica - Educacion Xpears.com
Create Custom Page in Zoho CRM to Display Multiple Views/Reports
Zoho, is there a way to create a custom page or module in CRM whereby I can add multiple reports or views. For example, if I want a single page to show All Orders, All Customer, and All Events, and each of these would be a separate grid, is there a way to do this? This would be somewhat similar to a Dashboard in that I want to display multiple components based on Views or event reports. Thanks!
Formula with IF ... AND ...
hello, is it possible to create formula with IF as If(Contains(${Potentials.Name}),'TOTO') AND ${Potentials.Amount}>50, 'Great', 'Bad') ?? thanks you
Connecting a pre-existing ZoHo CRM account to new ZoHo Email log-on
Just change to Zoho IMAP email. Now the only login credential that are accepted are for Zoho email. How do i connect that login to the pre-existing Zoho CRM account.
Zoho CRM - Invoice template not rendering properly
Hello. I have, in the past, been able to successfully convert an Invoice to .pdf using my Invoice template. Currently, however, that conversion process results in a .pdf that does not correctly render the Invoice image/information. The image that appears in .pdf reader is a series of alternating light and dark blue lines. Kindly advise on timing and method of solution. Thank you! Ed Alexander email: ed@fanfoundry.com (781) 492-7638 USA East
Report showing changes in stages and new accounts added
I would like to be able to run a report that will show me: 1) All accounts and the changes in Stages for a period of 1 month (eg. Widget account was stage 1 on Jan 1, moved ot Stage 3 Feb 3) etc. 2) report showing newly added accounts for the past month
create event form contact list ?
Hello, is it possible to create an event from selected contacts ? I explain : I sort my contacts on one field (I created a VIP field). I would like to select these contacts and to create an event with all of them. Is it possible ? Regards, Fabien
Mail merge doesn't work. The support service doesn't respond to letters!
All templates flied. New also I can't create. At whom same problems?
Upgrading From Professional to Enterprise
Hi there: We used the trial period and we want to sign for a Professional license... What happen if in two months we decided to upgrade to Enterprise? Can we do that? Is the amount paid and unused (in time) for the Professional license applied to the Enterprise and we pay the difference? Please, advice Elias
Counting Contacts attached to an Account
Hi all, I'd like to do a report showing the number of contacts for each account in decreasing order. How can I define a field in the account module with a formula counting the number of contacts for a given account ? Thank you, Best regards, JC Marteaux
Creating Account Records from Contacts
Hi, I am new to Zoho CRM and would like to know if there's a way to automate the creation of Account Record when the Contact is created? I have a system that uses the Zoho Webform to create contacts (since no webform available for Accounts) when successful payment from Paypal. When the Contact is created in Zoho CRM, I want a corresponding Account Record created as well for this particular Contact Record. Is there a way to do that and how? Thanks.
adding users problem
First question - I try to add a user (amir@experitest.com) but the system inform me that there is already a user with that Email. The Email is not in the active users, inactive users or unconfirmed users. what should I do? Second question - how can I make the logging in to the system with google to be disabled for this account? I have users that are allowed to access the Gmail account but not to Zoho account. What can I do?
SMTP servers and SPF information
Mail being sent to Leads, Contacts or whatever from within Zoho CRM could be rejected by spam tests if the receiving server checks SPF records. For example, sending mail to anyone at Gmail or Google Apps will include these headers in the message: Received-SPF: fail Authentication-Results: mx.google.com; spf=hardfail The reason is that the Zoho mail servers are not "authorized" to send mail for the sender's (the From: address) domain. Google is still delivering this mail for now, but other mail providers,
I'd like to see the name of the account related to an activity.
I'd like to see the name of the account related to an activity. When I clic on the activity I see the name of the account but when I'm in the activity list, I don't see the name of the account??
Case layout does't update
Hi, I created new cusstom fields for the Cases modul, then I modified the layout. After that I created a web to case form. Then i tried to modify the layout again, adding to the main section the standard "email" field, but it doesn't appear anywhere. I red that a possibility was to change the profile language and then reset it again, so I tried, but nothig. Can you urgently help me to insert the "email" standard field in the case layout? Thanks in advance. Alessandro Masolo
"Sender not verified" displayed when sending using Email Templates
Dear Zoho Team, We are experiencing trouble with ZOHO CRM when sending out emails with Email Templates that we have created. We added a new email address, verified it, then set it to Primary Email address. Following which we sent out a mass email using one of our Email Templates. The email was in good order. Except the subject title which had " [Sender not verified]". Thank you! Gareth
Access Custom View of Tasks on Andriod App
I have created a custom view of Tasks and have allowed all users to access this view. However, this view does not show up in the drop down of views in the task module of the android mobile app. I have tried resetting the mobile app several times, and I am on a wireless network on the phone. The view is accessible on a desktop.
How can I use Auto Number field as data type number in a formula?
I am trying to Round Robin accounts (not leads). I have an Auto Number field on accounts. Here's my formula: ${Accounts.AutoNumber} % 3 I believe the issue here is AutoNumber fields are text, not number. How can I change the value of this field to a number? Normally I could use VALUE() but I guess that function isn't available.
Mail Merge and Workflows.
Make it so that Mail Merges and Workflows are recorded in the history of CRM. The whole point of CRM is documentation and tracking. I would like to know who is working on my team and who is not. Without documentation I can not evaluate my team properly. Make Zoho CRM the best there is. Besides the price increases you guys have had lately I hope will also include some advancements.
increase field length of email template name please
Please increase field length of email template name, please! thank you! Dennis Dennis Daniels
Change Record Type in Cloned Email Template
I have cloned a lead email and want to duplicate it in the potential email template area. But for some reason I cannot changed the "Record Type" after I have cloned the email to change it from Leads to Potentials. It is fixed as "lead' when all other area are editable. Is there something I am missing.
Change Record Type in cloned email template
I have cloned a lead email and want to duplicate it int he potential email template area. But for some reason I cannot changed the "Record Type" after I have cloned the email to change it from Leads to Potentials. Is there something I am missing.
Bcc Dropbox and email - what am I doing wrong
Need some help ASAP... To start I have CRM Enterprise Edition... First issue - Trying to use Bcc Dropbox. The account from which I'm sending the email is an admin account in CRM and the owner of the contact to which I'm trying to associate the email. The contact has a legitimate email address and is receiving the email that I send. I can see from my Audit Log (Setup > Personal Settings > Audit Log) that the emails are being received by CRM but they are not appending to the contact, nor are the
Move some records to another module
Hi :) I'm wondering whether I can move some records from lead module to another module. (Or module to module that I have created) It would be great for me ! Thank you very much !!
mail merge
this morning our mail merge has stopped linking. Re have change nothing. I then treied to set up another test merge but we are unable to show contacts kast name instead it shows first name. Also post code does not link. Help. We have lots of letters to send out. Email help appears to be not working as well
Count contacts attached to an account
Hi all, How can I get the number of contacts for any given account. I'd like to have a report with 2 columns : accounts + nbr of contacts. Can anybody help? Thank you, Best, JC Marteaux
Logo Size and Design / Feel
Looking to use and really impressed with so many options and features but... Logo size - 20K ?? - Sometimes we may need a logo to be a little bigger and placed centrally and at 20K the quality is poor when printed. All our customers are designers and publishers and having documents look good are key. The font, alignment and logo quality are all a little lacking on quotes templates etc. Also the site itself does feel as if it was designed by a load of techs with a very "windows / old database" tech
SSL error(35) when trying to communicate with ZoHo using cURL
I am trying to simply communicate from my server to ZoHo API, but I cannot successfully complete the SSL handshake in order to insert new records. If I run curl -v https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=[username]&PASSWORD=[Password] Then I get the following output: [1] 29707 [2] 29708 [ravi@server ~]$ * About to connect() to accounts.zoho.com port 443 (#0) * Trying 74.201.154.199... connected * Connected to accounts.zoho.com (74.201.154.199) port 443 (#0)
Can't see my calculated field data
This is a Zoho for dummies question! I have 2 custom fields in potentials: estimated volume (long integer) and estimated margin (currency). I want a third field that multiplies so =(volume)*(margin)*1000 . I tried this in calculated field and have no syntax errors, the field appears in the potentials view but with no value - in fact not even an empty box! Any ideas? Regards..
How to include the "Notes" entries in a report?
Thank you for your help!
How do I create a report that groups by month
How can I create a report that displays the number of new opportunities (for example) created each month? In other applications I am used to seeing, for date fields, the ability to group them by day, week, month, or year. I cannot see any way to group
Finding it hard to filter your qualified leads?
As a sales or marketing manager, I’m sure you handle leads on regular basis—in all their stages and forms. But doesn’t it get hard sometimes to remember which lead is in what stage? Above all, how frustrating it is when you have to keep a mental tab of all the leads that have matured to the qualified phase, and managing further action on them! What if I tell you that there is a way for all the leads to get categorised, organised, and dispersed within a few clicks! Presenting, TeamBerry—our latest
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