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?
bcc my emails to Zoho
Is there the ability to blind cc my emails to Zoho so they are logged in as activity? I'm coming from Salesforce where I used this type of tool all the time. Would love to know. Thanks!
Sow the potential status in contact
Hello, I would like to be able to show potential names and potential status in the contacts related to the accounts who have a potential. This would allow our sales people to send easily email updates to potential according to their status. I undestood this could be achieved through creating a potential field in contact and a custom function. But what this custom function should look like? Thanks, P.
Linking a
Hi, I have designed my own custom module and have set up template email to send from it, but when I try to send the email I get the error message "unable to send mail as the lead does not contain an email address" I have a field on the custom module that links to the contact so should it not 'pull in' the email address from the contact details? Thanks jay
How can I add more inventory to my Sales Order form
Hello, On the sales order form, I can't find a way to put a "monthly Cost" to have the quantity in order to multiply it by total months in order to get the total yearly cost for the Sales Order. For example, i have someone who is buying 10 units per month at $300 per unit at a monthly cost of $3000 for 12 months which would make the Sales Order total $36,000. Can you help me with customizing this? I've tried going into products, but its no help. Thank you. Pat
Creating a time stamp when status is changed
Hello. I have a status field that I use as a workflow procedure with my company. I would like for Zoho to create a time stamp in the contact's record when the status is changed. Can you tell me how to do this please? Thank you!
ZOHO Membership
I have a membership site where i have people create accounts and are able to check on the status of those accounts by logging in. Is there anyway I can recreate something like that in ZOHO. If someone puts in information. Everytime I follow up or do something on that account it will let them know that I have reviewed the account and some form of action was taken. They can then log into their membership side and then view the information or changes that was made to their account. Is there anything
Custom Function Help
Hi, I need help with a custom function. This is the scenerio i would like to happen. I have a custom module called "Learning Consultants", these are my sales people. I record things like their target, actual sales, no. of leads and conversion rate. At the moment, i manually add up the actual from any invoices produced in that month for that sales person. What i would like to do is automatically add up the sub total of any invoice for that person in the current month and display it in the 'actual'
email
Hi, I am a new user and want to allow tasks to be emailed into our task management page. I have users set up but what email do I send it to?
Facebook Pages integration
I would like to associate leads with Facebook company pages rather than profiles of individual users. Is there a way to do this or is the functionality not available in the free version of Zoho CRM?
Making viewing contacts easier by having a skip sheet button at the top of the page and link to skip sheets without clicking one by on individually
The outlook plugin is not working and it took me to come on the forum to find out that ZOHO is working on updating it. Could ZOHO send out a mass email if they are updating some things so people are well informed that things might not be working correctly. Also, the customer support team I had on the phone told me to suggest this here as you wont answer individual emails but I have over 2K contacts. If we can only retrieve 100 contacts at a time, instead of just a single arrow which we might have
Export to Excel from report
Hello - After exporting a report ino excel format we canno't add the figures any more in excel. - The excel export get rid of the comma after the amount and round it automaticaly Any solution ? thanks Nono
Complete Lack of Co-operation and Service by Zoho on A Platform and Organization That Is Badly Broken - DO NOT USE ZOHO CRM
I use Zoho CRM PlugIn for Outlook 2007. For the last three months I have had really bad problems with it and the service issues have been either ignored or extremely badly dealt with. My problem. The add-on in the send emails functionality won't register and allow me to send my emails to Leads or Potentials. I have to do that manually meaning I am paying a subscription on a platform that is doubling what I had to do to use it. It took 7 days to get a response the first time I had this problem. I
Custom Field
How would you link a previously made custom field to another module? I noticed that if I make a custom field now I can also create it for the other modules but I have existing custom fields that I now need to link up with the other modules and transfer information when the lead is converted. Please help.
Seeking Zoho CRM expert to help us configure our CRM
I am looking for a ZOHO CRM expert who can help configure the CRM to our needs. We have a basic understanding of the system/functionality, plus an outline of our sales process, and would like to launch the CRM this month. Thanks, Heather
Single Contact Assigned to Mulitple Businesses/Accounts?
Hello, I have a client who has multiple businesses. I would like to set him up as a Contact and his mulitple businesses as different accounts. Can I assign a single Contact to multiple Accounts? If not, why is this not allowed and how do I handle this situation? Thanks, Gary
Change the Email Address of one of my employees...
Hello I have a couple deactivated users on my Zoho CRM Account, how can I change the email to assign the user to a new employee?. We don't have the access credentials of this user, but I have the CEO role, is it possible?, if not, can I delete the user an create a new one without having to pay more for this user? Regards.
add fields to Zoho CRM Contextual Gadget for Gmail
Is possible to change the integrated field in the contextual gadget. I want to add fields that are in zoho crm's full lead form to the gadget.
SSL Error 35 on API Connect
Just last week I started receiving errors when trying to connect to Zoho CRM: [35] error:14077410:SSL routines:SSL23_GET_SERVER_HELLO:sslv3 alert handshake failure I read on this forum post https://help.zoho.com/portal/en/community/topic/ssl-error-35-when-trying-to-communicate-with-zoho-using-curl about setting the CIPHER_LIST to rsa_rc4_128_sha but when I specify curl_setopt( $ch, CURLOPT_SSL_CIPHER_LIST, 'rsa_rc4_128_sha' ); I receive the error message [59] failed setting cipher list: rsa_rc4_128_sha.
Print a report with notes.
How do I print a report with notes included? thanks, rick
my own homepage
after logging in I do not see my homepage, but the general homepage. How can I change this? Thanks
Notes aren't carried through to Potentials
If I have an Account and Contact and a Potential, if I add a note to a contact, I don't see it on the Potential. This is wrong, IMHO. Thanks
Upcoming actions reports
It's necesary have a report to see upcoming time-based actions. That report could be a control to check if workflow is running with time-bases actions. Thanks. Regards.
Event with popup notification via API
I need to create Event in CRM with Notification by popup (before 15 min) using API (insertRecords) Is it possible? i cant get field names related with notification using getRecords Is this fields available for API call?
Changing Password of Users
I am the Administrator of the Account/s on the CRM I want to change the password of the users from my login ... Sometimes people chages but we do not want to deactivate teh accounts we have. Or periodicaly we want to change Login/password Is there a procedure for this? For example I can deactivate them...but cannot find a way ... I want to do changes from teh Administrator page of course- 2- Can I change the Login as well (exemple: change teh email for another one, after created , and from teh Administrator
List "Quotes" has unconfigured source
Greetings, my list "Quotes" can not configure the sources. Someone can help me? since configure and does not take the changes, thanks.
Timed Based Actions - Upcoming Actions
In your help area you state it is possible to view upcoming time based actions as follows "You can see the list of scheduled actions for individual records under "Upcoming Actions"." Where do i find this option to view Upcoming Actions?
Where can I see upcoming actions for a lead with a time-based workflow?
I've set up a time-based workflow for a lead (on creation). According to this page http://www.zoho.com/crm/help/automation/workflow-rules.html I should be able to see upcoming actions, however I cannot find this tab. What am I missing?
Rolling last weeks actions
Hi I would like to customize a reports, that shows all my accounts and the notes that has been modified or created the last 7 days. I have created the reports, that show the account and the notes, but in the criteria tab, I would like to have like; Note created time - IS AFTER - Subdate(now(),d,7) I also would like to be able to use the SUBDATE in the same ways in the views to create our follow up lists! Best Regards David
Can't confirm a user's email address
Howdy - I added a user, but he took forever to confirm his email. I have deactivated him and reactivated him, but everytime ZOHO sends him a confirmation email, the url fails and says its outdated ... please help?
Can't add user to account - id already exists
Hi, I tried to add my colleague to my new Zoho CRM instance but I can't because the email address is already associated with his existing account and I get the message: "Zoho CRM ID already exists. Please use a different Zoho CRM ID." I can't use a different ID as that is the only email address that would be valid. How can I add my colleage to this instance of CRM. Does he have to delete his existing account ? Where do I go from here ? Many thanks, David
MS Outlook 2013 MAC Plug in
Gentlemen We'd like to integrate MS Outlook Mac 2013 version with a plug in to zoho. How many years do you need to integrate this plug in?
Email address so email would be logged automatically in CRM
Is there an Email address for my account in the CRM that I could manually forward emails to for auto assignment with contacts? I'd like to send an email to a contact and bcc to some address at Zoho (like abcdefgh@zohocrm.com) so email would go to the contact and also appear in the contact's CRM record.
email error message
I am getting this message. Any ideas on what to do? Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts
New user setup problem
I am the Zoho CRM admin, and trying to setup a new user. Every time he clicks on the e-mailed link to setup a new account, he is able to enter a user ID, but when he clicks continue it brings him to a screen that indicates he should contact the administrator to gain access to Zoho CRM. What is going on? He did have another account in the past, but we've made sure he's logged out of that first.
Logging the amount of leads given out to sales people
Hi, We've been a user for 3 years and i still havent worked this out yet. I need to know how many Leads have been distributed to each sale person. I need a report that shows how many during the month regardless of what happens to them...i.e closed, converted, closed won or closed lost....... The standard reports dont do this.......... does ZOHO crm log how many have been transfered to a user? Chris
Zoho: Can't Share Tasks or Events
Zoho: Can't Share Tasks or Events I need to be able to share tasks and events with others in my organization... as well I want to be able to notify others that we'll be coming... this would be a good place for a modifiable email template! dgd
If I let user use outlook to send receive email, will the emails show up in Contacts and Leads
Hi, We currently do not let our users use Outlook. We use the feature in Zoho for Leads and Contacts to view the emails sent or received by our users form the Email section under Leads or Contacts. If I let them use the Outlook plug in, will the emails they send and receive to leads and contact form Outlook be added, stored, and available for review from inside the email section of Leads and Contacts in Zoho? Thanks Steve
ALL Users of Mail are set at "Complete Sharing", some users emails are visible, some users emails are not available.
Hi, All users of Zoho Mail are set to Account Type: Complete Sharing however two of our users emails do not show up in the list of sent or received . I have checked all the setting in Zoho Mail, all users are set to Complete Sharing. Any idea why two of our users emails would not show up in the list of emails under Accounts or Leads? Thanks Steve
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