Exporting Contacts
Hello, Can you explain why there is this bizarre limit of 3,000 contacts when exporting data? No other CRM system has this, and it's a huge limitation - many companies (incl. ours) have over 3,000 contacts and need to regularly export these to comply with legal requirements to keep lists clean in other systems (eg. newsletter lists, Facebook re-targeting lists etc). At the very least it should export the most recent 3,000 contacts and not the first 3,000 - this does not make any sense. When will
Field based permissions for users/profiles - Potentials
Hi there, talking about Potentials (with Zoho CRM, Professional version), I need to forbid to certain users (or profiles) the possibility to modify a potential when it is in a certain Stage. I'm thinking about a kind of "field based permissions for users/profiles": when the stage is set to "VALUE", the potential can't be modified by the user (or better, for users that belong to the same profile). Is there a way to let the system work as described? Thanks in advance. AM
workflow rules
Hi I have a workflow that is started when a STAGE field is changed to "Contract OK" it then has a series of tasks counting down to date held in a field "Contract start date" During that count down the STAGE field will be changed to "Expected Live" Will the changing of the STAGE field halt the workflow? So would I need a workflow for "Contract OK" and another for "Expected Live" Your help is appreciated.
Predictive typing in product code field on sales orders?
it is a bit tedious to only have the option for popup lookupfield for the product code when filling out sales orders: it would have been so much more efficent to just be able to write the first letters, then have a predictive field filling out the rest from the product code field column in the product module: i see this same issue was presented in the forum some time back: is there any solution/workaround for this yet? Also: does Zoho company have any kind of training (online or live courses) you
Custom Quote Templates
Two Questions: 1. Can custom quote templates only be edited in HTML or can we also use CSS? 2. Is it possible to add a background image to the quote template to create a "letterhead" effect when printing and sending quote attachments?
Customization Zoho's feature for support customer's business.
Hi, If i want to customize for support my customer's business consist of: - Control stock. - Create Payment after invoice. - Create prepare order. After Sale order. - Create send order. After Sale order. - One invoice can partial send order to customer. - Create credit limit. - Create report for everything about above such as who are owe and how, What invoice submit not complete etc. Can you help me about these ,other solution or introduce to me. Best regards, Narueporn
How do I create a lead?
Where do I go to create a manual lead? Can't find leads anywhere? No tab, not on lists, not under the + icon....
Products inside Product
If I have a Promotion where I sell items A, B, C, and D together, can I have a Product containing those? I need it to substract it from the inventory aswell. How is this done? What I really wanted to do is have a Sales Order which has all those items instead of writing them one by one. Thanks! Gery
Web to Lead/ Contact forms not working
Both these forms are not working as an integration with google sites. I am trying to publish the form to the Google Sites 1. I have a free account 2. I am trying to embed the web to lead form in my google site. the form does not get published at the weblink that i provide, when i try to delete the form, it asks if the form should be deleted from the "marketplace" google site? Looking for an urgent resolution to the issue. Manish
Moving events to calendar
How can I move an event to the calendar other than copy/paste?
write % in a sentence
hello, i want write a sentence in my field of the CRM with the API. The sentence contain %. i try <FL val="Conditions de paiement"><![CDATA[30% à la commande. Le solde à la livraison]]></FL> but the API don't run, do you have a solution ? thanks you
Import - CSV-files not correct
Using Excel 2011 for Mac and save the CSV-files, the Zoho interpreter cant handle it. Any ideas of working Excel versions? //kristian
Could I have Zoho CRM syncing to 2 separate Zoho Support Accounts?
Hi there, Is it possible to have a single instance of Zoho CRM syncing data to 2 separate instances of Zoho Support? This may be useful for organisations which have subsidiary companies with different branding - so all CRM data could be kept in one place, but this could be synced to more than one Zoho Support account, so different companies within an organisation can have different branding on their customer-facing portals. Could I use the authentication ZSC key from a single CRM and sync to multiple
Would anyone else be interested in a Zoho Forum for UK Users
Whether it is changing date formats in Zoho Mail or CRM or getting the right reports in Zoho Books for VAT - is anyone interested in a) Persuading Zoho to create a UK specific forum or we set up something independent with Zoho approval
Barely legible font!
Could someone help me out?! For some reason I can barely read the screens of zoho cdm, the font is almost transparent! I have no idea how to change this, and zoho gives no support at all! No one answers phones or emails, I don't understand how this software is so famous, having such awful customer service.
Adding customised fields
The facility to add customised fields is not available for users who are setup as CEO administrator?
Calling contacts,leads, accounts, etc from my Galaxy S3
when i am on my galaxy S3 and i am on a website and touch a number, it automatically brings up my phone, ready to make a call to that number. Why cant I do that from the zoho website accessed from my galaxy 3?? Why would a service like skype and google voice even be necessary?
Outlook 2010 Email Attaching
I have downloaded and installed the Outlook CRM plug-in however when I open up Outlook and try to associate certain emails to the CRM I am not able to. I clearly see the add-in tab in Outlook and when I click on it I can also see the words "Send and Add to ZOHO CRM" however the words have no option to click on them. It shows as being faded and not an active link. Any ideas? I have read on this but havent found any real answer. Thanks in advance everyone!
when creating new contact in account pop. fields!
I'm looking at an account I want to add or create a new contact for that account A)give me the option to add a contact from existing list B)when creating new contact for that account populate the contact fields with the account information (name, address, web site, etc.) for me... dgdlux
New Module - fill out account and contact information
We have created a new module and see the potential, but, we have added the account and contact field to this new module and are having 2 issues. 1) When we populate the account and then go to contact, zoho crm should limit the list to show "associated" contacts, but this doesn't work. It does work in our "standard" modules that are part of zoho. How can this be enabled? 2) And, in this "new module", I am now scheduling activities but for each activity I have to manually set the contact even though
Displaying Task Owner in Open Tasks on Home Page
I have the Open Tasks list on my Home Page. However, it shows all Open Tasks, including those that do not belong to me. Is there a way to show only MY open tasks? What would be better is if I could sort by Task Owner.
Product Code
I manufacture food. Should I make a new product, every time I make a new batch of the same product and give it a new product code? Or how should I handle this? Thanks! Gery
leads versus potentials
what is the difference between leads and potentials? is a potential a qualified lead? otherwise they seem similar. Also how do I disposition a lead (won or lost) so that it no longer shows in my leads page? thanks!
How do to create a Contacts lists in Alphabetical order, by last name???
I've been trying to view my contacts in Alphabetical order, by last name.. I may be making the harder than it needs to be but the ZOHO CRM software seems a little out dated and very tough to navigate. Any help would be very appreciated! Jon@nwtree.com Thank you! Jon
How do I set up territories?
I am in my trial period for the professional version and we wanted to test out the territory function. In the user guide, it says to activate territories from the setup menu, but we don't see that option. Are we missing something? Or is the functionality not available to trial users? Thanks!
Creating a list for direct mail from contacts + accounts
Hi there, I have a question about creating a list out of contacts in ZoHo CRM. This is the case: We want to send all our clients and prospects a card. But, we only know who our clients and prospects are on account level. Obviously, these accounts have contacts in them, and it's these people we want to send these cards to. Right now I can make a view of all our clients and prospects, but of course then I get a list with only the company name and address etc. What I would like to get is a list with
How to show summary of ALL sales person's activitty by lead.
Want to track every activity/call or customer contact by specific sales person associated with each lead over time. So sales person A had 6 calls, 5 emails, 2 meetings with LEAD B during a specific reporting period such as week or month. Any help with this multi level report and summary?
Account details are pulling into new Sales orders - instead of Contact details
I have a question. When I am on the Contacts page and I click the option for New Sales Order: the Billing Name, Street, City, State and Code are being pulled from the Account associated to that Contact and placed into the new Sales Order. In my situation our contacts have different information from that of the Account they are associated to SO I have to delete all the fields that were auto-populated and fill them in with the information from the Contact. Account Contact (associated to the Account
Assistance: Need to Send a Group of Users a Certain E-Mail on the 27th of Each Month
I am sure the solution is simple, but I cant seem to find my brain at the moment. Here is the scenario. We want to send our paying customers an automated e-mail on the 27th of each month letting them know their credit card on file will be charged on the 1st of the month for their subscription. I have the e-mail ready, but cannot figure out what criteria, or exactly which zoho process I need to setup, or what to base it off of, to make this occur. Any help or ideas would be greatly appreciated.
API: Wrong Info Being Sent
We have a situation where a SaaS application is being utilized by our customer, lets call this guy Bill Smith. When Mr. Smith goes into the SaaS application and enters his client Jeff Bobo, then Mr. Bobo's first name, last name, and e-mail address are being sent to Zoho via API and replacing our customer (Bill Smith) information. Has anyone else run into this problem?
Lead, Contact, Potential, and after that?
Let me see if I understand this right... I have the Lead, I qualify it then becomes Contact, I finish up the details and then becomes Potential. So now in this potential I add the products I'm sending to him. How can I put a quantity of each product? How can I make them remove from the inventory? What should I do next? I want the info for the 30 closed potentials and what I have to deliver to them. Thanks! Gery
Zoho mail add on - use with gmail + number of email addresses included?
Hi, I was considering getting the Zoho Mail add on for our CRM. We have 4 users in the CRM, however we each use multiple gmail accounts (not Zoho mail). About 5 each. Plus each of our individual clients has a separate gmail account as well. We'd like to use the mail add on to track our gmail emails within Zoho CRM. This could potentially be over 200 email address though. (average maybe 10 emails per month per account) Just curious if this would work and what it would cost. Thanks in advance for
how to make a "referred by" custom field that acts like the "lead owner" field
Hi, We use Zoho CRM to power our real estate agency. We have a lot of agents who refer clients to us. Hundreds of independent agents. They do not have an account in our CRM because they are independent agents, not our employees. I want to be able to use CRM to know the name of the agent who referred a lead. The agent would be saved in CRM as an Account. So I can then run a report to see how much commission I owe each agent at the end of the month. First step is, how do I make a custom field to track
Contact syncing
I am trying to sync contacts from Zoho into outlook. I currently have 5801 contacts in zoho, all owned by me. The outlook connector tells me i is is syncing all 5801 contacts into my empty outlook contacts folder, but only 14 are actually downloaded. I also get a counter "adding 1 of 5801" all the way to 5801 but only 14 show up. I have tried no another computer with a different version of outlook and i get the exact same result. Any solutions to this problem? Thanks, Derick
Export contacts
Hi, where has the export contacts feature / button gone? Need to export asap. Please advise.
Disabling a User to view All Accounts
I've imported accounts from different sources. I'd like to know how I can stop a Standard User from viewing specific accounts. I've made custom views and in 'Who can see this view', I've chosen which user can view. But if they select 'All Accounts' they can see everything anyway. Please help, Thanks
Associate lead to a product
Hello, How could i link a product to a lead with deluge please ? I have one lead and i want to link several existings products to it with custom function. Thanks. Regards
Workflow doesn't work for "Create and Edit"
I have created a workflow having a custom function according to which, if a potential's stage goes into related contact's custom field. This works fine on Create(creation of new potential ecord), but if I choose "Create and Edit", it doesn't work. A workflow on Edit should work, it is a very basic functionality.
Attach Account Description to Contact
Is there a way to connect the Account Description to the Contact's of that Account? If so how? In the "Description Information: Description" box at the bottom of Accounts, we enter text that we'd like to follow into all Contacts that are part of that account. Similar to how the Address from the Account, pulls into the Contact. I'm hoping there's somewhere in the customization that allows you to connect/attach fields from other categories... Thanks, Carolyn
Customer Type
Where do I enter customer type e.g. project builder?
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