Importing first and last names of Potentials
Hello, I am trying to import an Excel file of Potentials and I can't seem to map the first name and last name fields during the import process. Am I doing something wrong or is this option not available? Thanks in advance for your help, John
Web form that can populate a Product instead of a field
I run a SaaS business and we have tied Zoho CRM to the subscription sign up process for our service. The process is straight forward. When a new subscriber signs up I want a new lead record created in Zoho that shows what subscription plan ("product") they signed up for. The problem is that I only see custom or existing data fields that I can add to a web form. I can't add a product from the product module to a form.How do I do this? Does this need to be done with the developer API?
importing selected emails to accounts
We want to be able to import selected emails using either Google Mail or Apple Mail so that they appears as tasks within an Account or Potential record. Is there an easy way to do this without converting to Zoho Mail?
Reporting on Last Update
Hi, Just below the top right hand corner of my screen underneath the search box there is a section called " Last Update: " I was hoping somebody could tell me if I can run a report on this? Regards, M
Close My CRM Account
I want to close my CRM account, but not my Creator account - how do I do this? Thanks Martyn
How do I close a case?
Hello all, I hope someone can help me out on this one. I have had to customize significantly the different modules to better match our company needs and work flow. I have customized the case module and now lost where we go to close that case when it is complete. Any help would be appreciated. Lance
Help Uploading Customers/Leads to Zoho and Quickbooks Online version Integration??
I just signed up with Zoho. We use QB online. Is there a way to integrate Zoho with QB online version? and.. I would like to hire someone to do the integration or upload the customer and lead data to Zoho.
How can copy addresses from Accounts to Contacts?
I imported hundreds of records to a new CRM yesterday. My import included Account addresses, I did not import addresses for the Contacts. Now I want to see the Account address on the Contact page. I want to copy and paste, but ofcourse doing this manually will take forever. I am looking for an efficient way to copy the addresses from hundreds of Accounts to hundreds of Contacts. I'm thinking the Sheet View can help me, but I don't know exactly how. Any suggestions will be greatly appreciated. DJ
Creating CRM records containing custom fields using API
Hi, Is it possible to create values for custom fields using the Zoho CRM API? I have successfully created records which contains values for the standard fields, but my custom fields always come through as blank. The custom fields appear when I GET data from the API, and I have used that to check the format of my XML, but the fields still appear blank when I write.
ZohoCRM can't insert Tasks with the same Subject
I have a list of "external" (to ZohoCRM) Tasks I want to import to ZohoCRM Tasks. There are tasks which contain the same Subject as well as other fields (but sometimes they are different). For example: <Tasks> <row no="1"> <FL val="Task Owner"><![CDATA[Jolanta]]></FL> <FL val="Subject"><![CDATA[EaV 100]]></FL> <FL val="Due Date"><![CDATA[2030-08-20]]></FL> <FL val="Status"><![CDATA[Anulowane]]></FL> <FL val="Description"/> </row> </Tasks> <Tasks> <row no="1"> <FL val="Task Owner"><![CDATA[Jolanta]]></FL>
This might be silly or it might be genius
I have created a PDF editable (so my clients can fill in the blank information) using abode acrobat Pro. I would like to know if there is anyway to embed Zoho CRM into that form so that no matter who fills it out it or where it is downloaded from then hits submit in the PDF it will be sent to my CRM. Basically helping me eliminate data entry even further.
E-mail handling
I have noticed that there are a number of questions, requests and issues concerning the various e-mail handling options (Gmail, Outlook and Zmail as well as Thunderbird). I think that it might be worthwhile for the ZCRM team to take a cue from some of their competitors and offer a different way to handle e-mail. A number of ZCRM alternatives don't even bother with specific integration with individual mail clients or services. Instead, they have developed a method where by simply adding a unique e-mail
How do I customise the Open Tasks component
How do I customise the "Open Tasks" component on the home screen dashboard ? I want to be able to change the column headings shown and make it events for the current week and next week. Thanks
Different types of Sales Orders?
Our company sells a lot of completely different products. When filling out Quotes, Sales orders and Invoices I don't want to go through a big list of irrelevant fields. For example one department selling and setting up websites, another organising printing of banners, posters etc. Perhaps a way to make certain fields invisible to particular users? I don't want to buy a different Zoho account, as we contact many of the same clients. Please get back me if anyone has any ideas. Thanks in advance.
Can I make logged calls list on an Account page?
It would be very helpful to list recently logged calls on an account page similar to how notes work. Alternatively, could I make a sort of system to copy the description from logged calls over to a note automatically. We could manage simply manually copying the description, but if we could streamline our CRM it would be helpful rather than double our workload by writing notes twice.
Please explain on these arbitrary Credit Card charges by Zoho
Look - I know this is a private account issue, and ideally shouldn't be on a public forum. But if Zoho has nothing to hide, I'm sure they wont mind. I just got my credit card statement -and almost fell down when I saw the many charges from Zoho. I am pasting below. Can someone from Zoho PLEASE elaborate? 30 Jul Zoho Corporation 925-9249500 CA 278.61 U.S. Dollar 33.00 - What is this for? 06 Aug Zoho Corporation 925-9249500 CA 1 311.02 U.S. Dollar 156.00 - Subscription 13 Aug Avenues India Pvt Ltd.
Another way to invite to CRM?
Is there another way that someone can join our company's CRM other than via email? Perhaps a website link?
error with reporting services in install new organization from code
hi, I have big error, I have crm on one server, sql server on the second, active directory on the third one. When I install crm organization from designer, all works fine. Now, I try install organization from console: using (DeploymentServiceClient a = new DeploymentServiceClient("CustomBinding_IDeploymentService1")) { //// Set properties for the new organization Organization organization = new Organization { Id = Guid.NewGuid(), BaseCurrencyCode = "PLN", BaseCurrencyName = "Złoty", BaseCurrencyPrecision
Custom fields linked to external folders
Is it possible to link using HTML a field residing in the CRM to an external directory on the network. I would have thought file:/// would work, but it doesn't . Any help appreciated
Expected Profit based on Expected Revenue and Probabiliy?
I really like the expected revenue based on probability. I think it's a realistic way to see the revenue pipeline based on what stage a potential is at. i would, however, like to also create an "expected profit" based on probability too. example, i have a $100K potential with a 10% profit margin that is 50%. The estimated revenue would be $50K thus the expected profit would now be $5K. It would be a great way to quickly see a realistic free cash flow for the forecast report. Any ideas on how
Replacing Chinese pick list values
All the pick list values in Zoho CRM have defaulted to Chinese text. Is there a way to change them to the English defaults? I could go through them one-by-one, but that will take hours. Alternatively, since I just started using the system, can I just reset it so that the database is initialized with the English defaults? I changed to Locale to the USA, but that hasn't changed the pick list values to English. Thanks!
Task reminder Notify email not working
Though I have my email correctly entered in my user profile, the Notify Email of Task Reminder does not seem to work at all. Is there anything that needs to be defined elsewhere? Is there a way to test whether sending mail from this feature works properly? Also, how can the time of sending be defined? ie: If I need to call back my customer at 9pm next Friday, I need the system to send me a task reminder email at 8:45 for instance. Since the task reminder form does only include a calender but no time
How to customize login Page for my client?
Hello My client has requested to customize login page for CRM. Right now we see ZOHO CRM logo, Sign into Zoho account and all features of Zoho They want it more like their personal login page for CRM. Can i personalize / customize this page and How? Thanks
unc path
Hi Is it possible to have a clickable link to a network share on a CRM record? Thanks
unc path
Hi Is it possible to include a unc network path link anywhere in ZOHO CRM? i.e. a link to a network share to add into a record? Thanks
Select only certain Gmail for Zoho CRM import using Zoho Mail Add on
Please can anyone help. Is it possible to manually select or pre-filter based on labels the actual Gmails that are brought into Zoho CRM via the Zoho Mail Add On. Simply put, I don't want all my Gmails in Zoho but the Zoho Mail Add On brings them all in as soon as a match is made based on a contact e-mail address. I don't want to manually delete the emails from Zoho CRM. Help!
Oulook Plug-in Auto Login Feature
Hello, could it be possible to include an autologin feature inside the Outlook Zoho CRM plug in ? I'm a bit tired of having to manually "sign" inside the CRM add-on each time I fire outlook (and no I don't wan't to keep outlook always opened in the background). The "remember me" feature is ok but it would be really nice to have another button to check just below : "Auto-sign-in when outlook starts"... Thanks
Develloppeur application zoho
Bonjour Nous sommes une société française nous recherchons une personnes capable de configurer pour nous zoho et éventuellement de faire une application merci de vos réponses tony bidaux info@inshops.fr
I am getting 500 error in webhooks of Zoho CRM while trying to update in Zoho Creator
Hello, I am getting error- 500 while using webhooks from Zoho CRM to Zoho Creator for two fields only. I am using authToken, scope and zc_ownername parameter and also did setting of XmlString. I have carefully followed instructions on https://www.zoho.com/crm/help/automation/webhooks.html . Any idea what went wrong?
History for Mass Mail Contacts
No history record is created on sending Mass Mail Leads/Contacts. How can I know whether I have sent a mail to a customer or not, if there is no such record?
Sales Orders associating fileds
Is there any way to import or associate the address field of the SO whit the contact address so I don’t have to type it again?
Update "status" field through Conversion (Sales Order to Invoice)
If you are converting a "sales order" to an "invoice", is there a way of updating a field "order status",.....automatically. Can this be done through Enterprise workflow field update, or any alternative methods? So to confirm, I'm wondering if field updates can be established automatically, when converting (Quote, Sales Order, Invoices) Thanks, David Corcoran Batipi / Zoho Partner http://www.batipi.com
Trouble in Uploading New Leads
I'm having trouble uploading my leads in Zoho. This was working before and now it's not. I'm currently using the Free Plan, could it that it has expired? Can somebody please help? Thanks, Karen
Automatic Update Notifications
I'm new to Zoho CRM and trying to work out if it is what our organization is looking for. One key thing we need is if a user adds a note to an account for a different user, the account owner receives an automatic notification that a note has been added, either through an email or a notification on logging in to the CRM. Eg a rule of: If Account Owner = xxxx AND Notes is updated by xxxx SEND notification to account owner This seems a basic functionality but I'm not finding how to do this. It could
Exporting History
I see that there is an import history. Is there a way to get a report history of who, when and what was exported from the database?
Linking Roles Under a Potential to Outside Accounts/contacts
When adding a contact role to a potential created under "X" account; is it possible to have the potential automatically show up under another account? Assuming the contact role I am trying to add is from a different account. If I need to enter a new potential under each Account with a role then it seems to give misguided revenue projections. If I create six different accounts with six potentials, it seems I would have six times the project revenue. If they were all linked under the same potential
Tax calculation limitation is a dealbreaker
We're currently evaluating Zoho CRM; I love everything about it, except tax calculation, and this may very well be a dealbreaker. Here is how tax works where we're located (Quebec, Canada): Subtotal: S Federal Goods and Services Tax (GST): S * 5% Subtotal after GST: W Provincial Sales Tax (PST): W * 9.5% Total = T The two taxes cascade. I can calculate a PST that has the GST contribution built-in and so both taxes are calculated as a function of S directly - however, in that case the PST is 9.975%,
Email conversation with many leads showing in one particular lead
Dear Concerned We're facing a peculiar problem. Email conversations with many leads is showing in the email trail of one particular lead. we're worried whether all our emails are going a copy to this person or it is a zoho bug. when we open that email it nowhere shows the email address of that particular lead in which all other emails are showing. Please treat it most urgent. Thanks Kapil
Hi
Hi I need canceled my suscription, help me please
Linking Companies to each other?
Hi all, I am new to Zoho CRM, migrated from Daylite (Mac software). I wonder if there is a chance to link / connect accounts or contacts to each other. For example, when I link account A to account B, I can see (in both of their account details) that those two accounts have a relationship. Maybe A was B's old customer etc. On my previous CRM software (Daylite), I was able to link all types of accounts / contacts / potentials to each other. (Please see image) So something like that is very useful
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