Transferring notes in a Lead to a potential automatically
Whenever I convert a lead, I would want all notes in that lead to be automatically visible in the potentials as well for that account. Is it possible. I can see it in the contact and account but not in the potential.
Try free version only
Hi, I would like to try Zoho free, but I get a 14 day trial of the professional edition. That does not help me evaluate the free edition. I cannot see which features would and which would not work in the free edition. Can you give a me a free edition to try? Regards, John Ceeves
Migrating previous CRM Campaings into Zoho CRM Campaings
I am trying to import our Constant Contact campaigns. I managed to import the Campaigns but I don't seem to be able to do the same for the Campaign Members. According to the migrate import I have 4 fields Campaign Id, Lead Id,Contact Id,Status I use the CRM API (JSon) to get the info of our first campaign. I would assume that Campaign Id is the CAMPAIGNID field {"content":"1777807000000394159","val":"CAMPAIGNID"} {"content":"1777807000000098015","val":"SMOWNERID"} {"content":"xxx xxx","val":"Campaign
Migrating previous CRM Campaings into Zoho CRM Campaings
I am trying to import our Constant Contact campaigns. I managed to import the Campaigns but I don't seem to be able to do the same for the Campaign Members. According to the migrate import I have 4 fields Campaign Id, Lead Id,Contact Id,Status I use the CRM API (JSon) to get the info of our first campaign. I would assume that Campaign Id is the CAMPAIGNID field {"content":"1777807000000394159","val":"CAMPAIGNID"} {"content":"1777807000000098015","val":"SMOWNERID"} {"content":"xxx xxx","val":"Campaign
Possibility to modify the deadline of the task with workflow?
Hi, We are using workflow to create tasks with deadlines based on status changes in Leads and Opportunities. Can we check whether `Today + Duration of Task' points to a weekend and if so; to modify the deadline to point to the next Monday instead when creating the task? Regards, Haluk
CRM Plus Tutorials
Hi Where can I find videos I can use for staff training on following products; CRM PLus Books Recruit? Thanks,
Question on users
Is there a way that a user can only... 1. user/s see specific leads by address? sample user 1 can only see leads in US, user 1 will not see leads in other countries. same goes out to other user, what they can access is based on the area.
Workflow Automation
Hi, I have a problem on triggering email automation on workflow. FYI, my company is doing international properties as well as organise events for clients. When they register with us (we are using Unbounce.com), it will goes to our crm database and they will get a Thank You email template from us. How can I divide or trigger the email template into two: one for properties and one for events for the new leads that register with us? Because the content in the email template is different based on what
Get Notification when customer contract is coming to an end
Where's the best place to add a customer contract and also set up so that I recieve a notification before it's ending.
Info from Form auto-populate in CRM?
Here's what I'm trying to do.... I want to send client's a customer satisfaction survey every 90 days, 6 months and 1 year. Is there a way to get their answers or that form/survey to auto-populate in their account after the client completes the questionnaire? In the same sense, we often send out pre-sale questionnaires and it would be amazing to know if I build the questionnaire in Zoho Forms, if I could have that form/their answers auto-populate in their account. Currently we have the questionnaire
Automation to Assign the Owner of a Lead ?
I need to find a way to set up an automated event that will change/assign the owner of a lead. This is extremely important data for profitability and employee performance. Let me explain how we use Zoho CRM and what I need. -We generate leads through google adwords. -Our salesman call and disposition these leads. -Each of our salesman have their own user in Zoho CRM. Each lead we generate defaults the field "Lead Owner" to our admin Zoho account. Each lead has a field "Status" where our salesman
I am not able to see my templates when trying to send an email.
Can someone please help me? This is driving me crazy!
Colour in events
This has been going on for 5 years. We have gone from its coming to no plans and back again. We love zoho crm but sometimes it's the simple things that we need. Straight answers. Any ideas.
invoice template not displaying account name
Is something crazy there? Also, can we change invoice/sales numbers? Thanks, Conrad
Editing Product detail on Quote
We have a requirement where we want to add some new fields to the product detail related list on Quote. The fields provided by ZOHO are List Price ($) Quantity Amount ($) Discount ($) Tax ($) Total ($) We'd like to add some fields here as we need to do a calculation before we arrive at the total
How can i change this ?
Hello guys, anyone know how can i change this e-mail events template ? Thank you a lot !
Why is Zoho Microsoft Outlook CRM plugin not working after I paid for updated account?
in the demo version, I was able to get all the plugins working together the way I wanted. Ring central, and ZohoCRM_Plugin_for_Microsoft_Outlook. this is the main reason I when with Zoho. so why no is my ZohoCRM_Plugin_for_Microsoft_Outlook not working? I got a message saying that my 17 day trial was up and I only had it for a couple of days also I had just signed up for the professional account. Please help me to fix this. Thank you
How to add the custom field to the API response?
Hi, I have created a custom field for Accounts. I want that in the API result. How do I add it?
Email templates and PDF attachments not working
I am able to create an email template and execute through a macro successfully. However, when I edit the template and add a .pdf attachment, after executing the macro the email sends but the .pdf document is not attached. Please help Thanks Scott
Phonebridge + Astersik - License problems
Hi, i'm having the following problem: nohup.out: Reading conf from --->../conf/zti.properties Loading props ./../conf/taskengine/taskengine.conf Loading props ./../conf/taskengine/tele.properties Loading props ./../conf/taskengine/zoho.properties java.io.EOFException: Premature EOF encountered at HTTPClient.StreamDemultiplexor.read(StreamDemultiplexor.java:275) at HTTPClient.RespInputStream.read(RespInputStream.java:155) at HTTPClient.RespInputStream.read(RespInputStream.java:115) at
Uploading logo causes organization already exists error
When uploading my logo, I get the logo as illustrated in the attached screen shot. I've also attached the logo I'm trying to upload. When I first received the error, I was able to add a space after the original organization name and it worked; however, it was too big so then I couldn't use that trick again. Please advise.
prospect not moving to customer
hi when we close a deal from prospect stage, the customer type doesn't automatically change from proset to customer. Is there a way we can make that happen? Thanks,
insertRecord with custom module
Hello, Until around December 18th (as far as I can tell), I was able to insert records through the API into my custom module by using the following URI: https://crm.zoho.com/crm/private/xml/CustomModule2/insertRecords?authtoken=[my auth token]&scope=crmapi&xmlData= and data for the xmlData parameter that looked like this: <CustomModule2> <row no="1"> <FL val="Support and Maintenance Name">Pocketracker 3.0 Annual Fee Per License (1st License)</FL> <FL val="Service Type">Support
google chrome will not delete contacts
I am using windows 10 and google. when I try to delete contacts in zoho CRM nothing happens. I tried it in IE and it worked. I prefer to use chrome as my default browser - anyone know how to fix this? maybe its a setting in the browser? Thank you,
Archive Lost Potentials ?
If I lose a deal, I expect to be able to archive it in some way so it does not continue to show up in Potentials. Or there should be a filter for "lost deals". I often circle back to deals we have lost a few month or up to a year later. In order to not see it in the potentials list, the only thing I can do is delete it, which makes no sense at all. This is pretty basic functionality and the lack of a solution here makes the product far less usable. Solutions?
Generating a Report : Quotes by Product
My business is a rep agency representing multiple manufacturers. I am attempting to generate a report to ascertain the value of quotations we have in our system by product. This is so we can generate a report to the manufacturers we represent to demonstrate the number of live quotations we have. When I attempt to create this report, it does not allow me to save it. Regards Steve
Update Potential's link to a Campaign via Sheet view
Dear Zoho team, Is there a limitation that you can't use the Campaign ID field via Sheet view to update the potential's link to the Campaign Module. Potential Id Campaign Source Id 1185867000007790434 1185867000006959125 If I use a custom view for Potentials and show the records in Zoho Sheets. Then add the campaign ID and save. The potential does not get updated with the Campaign. Please advise if this is not possible, Thank you, Thomas Pursiful
Running sales report for Potentials with multiple products leads to duplicate entries
I am having a problem...I am running a sales report (one of the built-in ones, and nothing fancy) and here is what is happening Running report on all closed potentials If a Potential has had multiple products added to it I get duplicate entries in the report, all of the same value All I want is each Closed Potential's value shown to me only once....you can see in the screenshot below....each of those duplicate numbers is actually from the same potential (4 potentials in total) and it messes up the
insufficient privileges when trying to "Create view" on the Leads tab
insufficient privileges when trying to "Create view" on the Leads tab, although i am a super admin. i can create views for other objects such as contact... why is that and how to solve it?
formula % * amount
Hi I want to create a formula based on a % figure * an amount - very similar to the probability and expected revenue fields. The formula I have at the moment is: ${Potentials.Confidence (%)}*${Potentials.Amount} The syntax is returning incorrect. Confidence is a pick list. Potentials amount is the total amount of the potential Hoping someone is able to help. Thanks Guy
When generating a report, we are getting duplicate records
Hello, We need to generate a report of leads that include a specific field as true, that we are then making a CSV file of. The problem is that we are getting multiples of each record in this list. ie we have 3 results in the report for one person etc. Do you know what may be causing this? It's problematic as on this report its showing 44 records, when in fact we only have approx 20. Thanks, Adam
Zoho CRM - Adding Related List to Potentials Using Custom Function
I have created a Related List for the Potentials module using a Custom Function. The Custom Function uses a "getUrl" call to Zoho Creator (outside of CRM) to retrieve XML formated data. The Custom Function then uses "executePath" to parse the Zoho Creator response XML, and it generates the new XML for Zoho CRM to use as the Related List data, i.e.: <record> <row no="1"> <FL val="column header 1"> parsed data from Creator </FL> <FL val="column header 2"> parsed data from Creator
Massive deleting
How can I delete massively and quickly all the accounts from my CRM? I've imported 800 accounts but it was a mistake and I would like to recover a clean database.
Adding new users.
I am trying to setup and test the free version of Zoho CRM (that says it comes with 10 users). I created 2 additional users and they did not get emails so they can create an account. I don't see where I can give / reset passwords. Super confused here.
CRM API to access related records like 'Stage History' 'Competitors' 'Quotes' etc...
Hi, Does anyone know how to retrieve related records like 'Stage History' 'Competitors' 'Quotes' from Potentials via API calls such as the getRelatedRecords call? Regards, Liam
Synchronise Zoho CRM tasks and calendar with Mac
Hi I have been using another CRM package that allows me to subscribe to its calendar via a URL. When I create a task or event in the CRM my calendar on the Mac picks it up and shows as a normal appointment (it also provides a link to the CRM task). Can I do the same in Zoho? I'd like my mac to show scheduled tasks and events. Even better, is there 2 way syncing for mac and Zoho CRM? Thanks
Is it possible to downgrade a Contact to a Lead?
If someone enters a new lead as a Contact, is there an easy way to change them to a lead without having to delete and retype their info?
Deleting an email from Gmail
If I delete an email from my business gmail account. Will that delete it from the Zoho contact as well.
How do I ad multiple contacts to one lead?
How do I ad multiple contacts to one lead?
Update to Quotes and Invoices module, only the Account Look up populates the billing address data now.
Dear Zoho Support, We just notice this morning that if we go to the Quotes or Invoice module and click add new, then do a contact lookup the account lookup field is prepopulated with the correct account but the Account billing address does not populate. However, If I lookup the account first then the billing address is prepopulated, we have to then select the correct contact. But at least the billing address gets field out. Previously, this worked both ways to populate the billing address using
Next Page