Automated Import Field Assignment
Zoho has its own CRM fields for import and unless I misunderstand something I have to MANUALLY map each of these to my own import fields in row 1 of the import file. For a one off this is just a bit clunky and irritating, but for repeated imports it is a real pain. It is presumably possible somehow to get Zoho to import without ANY manual picking and mapping between "Zoho CRM fields" and "Import Fields"? Presumably I can somehow just list Zoho CRM fields in row 1 in a particular order and import
Sort tasks by ascending/descending in mobile app
How do I do this? As things stand, my list is sorted in descending order, meaning I see tasks set for 6, 12, 18 months ahead first, and today's tasks are at the bottom of the list! I need this to display in the reverse order!
Problem with Zoho CRM syncing sent/received emails to Leads
We currently use Zoho CRM + Zoho Mail Addon + Google Apps. The issue we are having is when sending an email to a lead outside of Zoho, it seems hit and miss to see that email appear in the Lead section in Zoho CRM. Here is what seems to work: - when sending email from Zoho CRM Lead page - when sending email from Zoho Mail page Here is what seems to work sometimes: - when sending email from gmail.com Here is when it does not seem to work (but did when we started): - sending from a 3rd party email
Accessing CRM Data in Creator
Hi, I am working on a project to display a Group of Client Opportunities on a Map. I want the process to be as easy as possible. I have used Creator using the code from https://help.zoho.com/portal/en/community/topic/encoding-a-string-in-a-http-post#2266000001261178 (BTW For Zoho Staff this code does not work in the new build app but works fine in the old?). What I would like to do is to be able to access a feed of data from Zoho CRM perhaps a pre-created report or view in CRM and use creator to
Hosted Domain.. for Enterprise?
I want to send/recieve emails from my companies domain and sync them with Zoho CRM. I have the Professional version. Can I have a hosted domain with the Mail Add-On with this version or do I need Enterprise? Alex
CRM assesment - Zoho or not for my business
Hi all, Do you have any experience of Zoho customers using the soft for trading purpose, buying services and reselling it? The process is basic: - Buying a service, bought to other compagnies, freelance, integrators - Selling this service with a margin... ow would you approach this within Zoha, avoiding shipping costs, tax... Thanks for guidance.
Last Interaction With Client
I want to create a workflow rule that notifies the potential owner via email if they haven't created an activity with a potential in 2 or 3 weeks. Is there a way? Thanks in advance. Alex O
Creating an Accurate Weekly Lead Report
Hi We have a workflow where we first create leads. Later once we establish communication we convert them into prospects. Now when we have to generate a report on number of leads generated in a particular week we are having a problem as leads once converted into prospects and no longer in leads. To get a report based on lead created date currently we first generate a report from leads then separate report from prospects and then coalated. is there a better way to get this done? thanks
Data Recovery after Down Grading Subcription
My Zoho Subscription was "old professional", I have downgraded it to Free Subscription. Now my query is.. If after few days I will come back to Zoho for upgrading Subscription again, Will I be able to get my data back for the same USER IDs??
Reports - sort by organization name
We have added our own fields with the labels of "Organization 1", "Organization 2", "Organization 3". We have individuals that are in multiple organizations. I would like run a report to see how many leads have Organization X listed in any of the three fields listed above. Is there a way to do that? Thanks in advance.
Sync of CRM contacts
Hi, are there any plans (nearby future) of providing sync of CRM contacts to for instance mobile devices or to Zmail contacts? It would be really nice to see when a CRM contacts calls you on your phone. As i see it, that is currently not possible. Kind regards, Bo Thygesen
Contact transfer
How to transfer the contacts to another company, but maintain old logs. lets say Mr. John is with M/s XYZ and we have few opportunities with him and eventually he joins a new company M/s ABC. I need to add Mr. John in M/s ABC. 01. Should i delete Mr. John in M/s XYZ? 02. Add Mr. John in M/s ABC? how to handle this. Regards
Web to lead not working
web to lead not working on our site http://greentennismachine.com/contact/ Does not generate lead in zoho or send automated email response.
Migtrating Contact Form info to Lead input in CRM.
I have my own contact form. I want to input automatically the information fields directly into CRM Leads. Is this possible or am I limited to using the Form Generator within Zoho? If it is possible, where to start?
Workflow: Assign task to "created by"
Hello, When creating "tasks" in "workflow" i get the option to A) assign the task to a specific user or B) assign the task to the record owner. I suggest that you make it possible also to assign the workflow task to "created by". In that way it will be possible to set up a workflow where the creator of a task gets notified when the task that he created has been completed. And many other scenarious of course... Thx Bo
Adding fields to the Potentials bar
I'd like to add the "Client Type" field to the default fields shown on the Potentials tab so i can easily sort by client type. I've tried what I think should be the right way to do it, to no avail. Can anyone provide some insight into adding new fields?
Web to Lead Integration with Google Sites
I tried posting this earlier but the post disappeared. We are using Zoho CRM's web to lead integration with our Google Site. As a basic setup, it's working okay but we need to be able to capture which contact form the user filled in so we know which content they downloaded. There are various methods for this which all seem to require editing the HTML. Google Sites doesn't care for us editing the HTML and in fact rejects our changes, saying that there are invalid tags which are then removed. As a
Separating Leads, Contacts & Accounts
I find that unlike other Sales CRMs, in ZOHO - Leads, Contacts & Accounts have the same fields to fill. Thats a bit too confusing. How do we customise or change that?
Create a Custom Field
I've read in the instructions that you should be able to create your own custom fields. In the Customization section you click on the "fields" tab. Then you should be able to click the "New Custom Field" button which is next to the "Map Fields" button and the "Map Dependency Fields" button. I do not see a "New Custom Field" button. We really need a "Company Name" Field in our "Contacts" Tab section. There is only a contact name in the Contact information section. I am the administrator as I set up
Outlook emails are being marked as read
When Outlook is connected to our Zoho CRM, the emails from Outlook are being marked as "read." We need to turn this off. How do you do that?
New user Notification emails not sending
I've just set up a new group of users and non of the notification e-mails are sending out at the minute. Can some one please clarify why this is an issue?
New Task "popup" needs to be bigger
When adding a new task from a potential, it will display a new task input popup window. But its too small (width). Please make it at least double the width. Or make all new tasks jump to the regular task input form (rather than pop-up).
URL to refer an record (i.e. potential, leads)
Currently, there is no easy way to refer a specific potential using URL. For example, I want to email my co-worker to look at a specific potential record/entry. It would be easiest if I can simply provide that URL, but currently URL will not refer back to same potential entry.
Error message when customising
I am trying to customise an area of Zoho today. When I click on 'Setup' and then 'Customisation' the following error keeps appearing: [Exception in:/jsp/common/setupInner.jsp] null I have not seen this before and have customised extensively. Any ideas?
Zoho CRM: The filter tasks in the Ipad app is not working.
For Zoho CRMThe filter tasks in the Ipad app is not working. I can not filter overdue tasks, completed tasks, for example. It lists all the tasks in any filter. Does anyone know how I can fix this? Can anyone help me?
Edit potential form not working
Hi, I am clicking on a potential to edit and the form appears but it all greyed out so that I cannot edit it. Please help. Thx
Adding colums to the Product Tab
Hello, I wonder if it is possible to add colums (for custom fields) to the product tab. At the moment, only the product name is displayed, However this is by far not sufficient for my current needs... I tried the "related list" customization, however this only modifies the columns displayed e.g. for products added to certain contacts. I appreciate any help!
Using a non Zoho Web Form to Lead
I already have a contact form. What code do I need to add to it so my form can be used for lead entry into the CRM?
Adding sales consultants
Hi, I have a sales consultant working with my company for 3 months. I want him to be able to add his leads, potentials, contacts etc but, I don't at this time wish for him to access existing data, or at least no be able to take it away. How should I set him up? Anyone know? Id be really grateful Nick
My screen and font size has shrunk
Don't know how i have done it but the font size has shrunk, any ideas how to revert it back?
Task descriptions in reminder
Is it possible to modify email reminders to show the task description?
Commision Calculation %
My company is a B2B sales organization. We get paid a percentage of each sale. Currently ZoHo CRM will only calculate a dollar value for each product sold. We sell thousands of products and to get any sort of benefit from this field / data I'd have to calculate the commission for each and every product. PLEASE add a commission % calculation!
LEADS reports
I attempt to create a report for leads and it does not show Lead Name...that is a large problem. Please tell me how I enable this.
Columns for the Activity List does Not Show the Lead Name
Columns for the Activity List does Not Show the Lead Name and it cannot even be customized to show with Custom Views ( only works with Contacts and Accounts ) Ariel Segall Cloud Mobile Forms Zoho Partner arielsegall@CloudMobileForms.com (877) 436-8133
Mail Add-On with Outlook!
Zoho Team, I want to send my mail from Zoho using the Mail Add-On, however I don't want my customers to read " @zoho.com" when I send my mail. I want it to be my companies domain from Outlook. Is there a way you could guide me through the process? Alex O
ZOHO CRM question
Good day. There I have the following questions for Zoho: 1. As users are not admins start? 2. Is there any documentation in Russian? 3. How can I transfer the backup of the old system (if this is important, it Megaplan) to Zoho? In the backup is SQL-table, there are XML-files and Attachments (images) that are not so important. 4. As Zoho in terms of usability and adaptability for Russian managers? If that is not clear, it is the fault of Google-translator. :)
Linking Discounts to Customers
Hi I have a set of discount structures for my customers, and wondered how I could link them to the customer account? Has anyone done this yet? If so how do you do this?
Can't add more than ten custom fields
Hello, I subscribe to the Standard Edition and believe that I should be able to create 130 custom fields per module (at least that's what it says on the fields customization page). But if I try to create more than ten fields (I'm working with contacts and they are all text fields) then I get an error which tells me that I can't add any more custom fields (i.e. the eleventh) and which 'invites' me to upgrade my subscription. What gives? Chris
Outlook plugin - create Leads or Contacts with Name
Hi, I am currently testing the Outlook plugin, it works quite well. I am using the "Send and add to Zoho CRM" functionality. I send mails to Leads that aren't already in our Zoho system. Zoho automatically creates a new Lead (and that's fine). Yet, the plugin creates a new Lead with the name is the username of the lead e-mail. For instance, if I send a mail to john.doe@domain.com. Zoho creates a new lead filling the name with john.doe (even if I sent a mail to "John Doe <john.doe@domain.com>"). Is
why show the Chinese word?
why show the Chinese word? what to change eng? see the below:
Next Page