mass deleting
Deleting Mass Contacts Does not respond I am trying to delete all of my contacts and start from scratch. When I try to choose Tools > Mass Delete and search for contacts, the Delete button does not do anything, Am I doing something wrong? Scott A
Automation rule on new lead - not working in free edition
Hi I am using the free edition and created automation rule based on new lead record. The rule set to execute on create. The criteria is a name of a user that is opening lead. The lead is created via API integration from our WordPress based Website. Once the rule is triggered it should send email using Email Template. For some reason we did not manage to get the emails once new lead was created. Any idea what we can do to fix this ? or maybe there is another way to get such notification on new
Pick List Auto Fit
It would be nice if there was an option to auto size the pick list field to fit all of the selections. Currently you can only view four selections without scrolling.
logo
Can anyone give me any insight how to upload a Logo to the CRM and Calender? Also what size format is needed to upload.
Installed Zoho Mailhadd on plugin in outlook now what?
Hi.. I have tried to go by the instructions in various places but am unable to configure the mail add on so that all mail communications to leads are recorded in the Crm. please help. thanks
Attached PDF of customers business card?
To Whom it may concern: Is it possible to scan our customers business card into our computer and attached the image to our customers content? Please let me know. Thanks, Dominick
Alignment of CRM
I am using what I think is the latest version of Zoho CRM, not sure where the version number is shown. I run this normally in Chrome and I am wondering if there is a setting that I can use to get my screen/grids to align to the left. When I launch any of the grids Accounts, Opportunities, Contacts, etc, they appear with a space between the left of the grid and the left of my screen. Might seem insignificant but when you are displaying a lot of columns and searching it starts to get very annoying,
How can i create a event that gets data from a Lead in Zoho crm
Hi we need to take information that comes from a web form into Leads module and then automaticly create an event that gets some of the information from the lead like lead name and phone and time field. Is that possible and how do i make this real? Best wishes Gustav Stegarås 0702 967 678
Using Formulas to populate Potential Name
Is it possible to fill in the value of Potential Name using a formula once the record is saved? We have added fields to the Potential table. The value we would like to see in Potential Name is a combination of the information included in some of our custom fields.
Import list of contacts with owner assigned - system created new accounts and assigned to login person not "owner"
I loaded 175 records to Contacts with the owner as Jane. The system created new Account records, but used my login Joe. How can I ensure the same "owner" is assigned to both the contact and account?
Exchange rate in Sales Order module
Hi, I'm trying to put in place some automation within the Sales Order module and I need the exchange rate that it used for the sales order. However, this information doesn't seem to be accessible anywhere, although "Exchange Rate" is a field appearing in the field list. Does somebody know if it is somehow possible to access it? Thanks! Andrea
Cannot add Captcha or File Upload to Lead form...
Hi, I am trialing the full version of Zoho CRM and wish to create am web form with file upload. I can create a Lead form no problem, but it won't let me add a file upload or Captcha to my form. Is this a limitation of the trial?
Attn.Zoho CRM Plug-in for Outlook users.
If you get the error message as Invalid Username and Password while login from Plug-in, then please check the below things. i) If you have more no of Active Session, then you need to close those active session by going to "accounts.zoho.com" ---> Active Session ---> Close all other sessions. Now please try to log in to CRM from Outlook. Please log out from Zoho CRM ( in plug-in click Zoho CRM--> Logout) before closing the Outlook. ii) Still, if you face the same problem, please follow below the
Field and then a sub-field to select from
I want to have a list of industries in a field1. Field2 would be a list of sub-industries. I see how I could do this by having comprehensive listing all of sub-industries. But, is there a way to select an industry, and in the sub-industry field I would only see sub-industries pertaining to the selected industry. Therefore, if I selected Automotive in field1, I would only see the automotive sub-categories in field2. Field 1 - Industry AUTOMOTIVE BUSINESS SERVICES CHILDREN Field2 - Sub-industries
ZoHo not sending email. Says "Mail cannot be sent as the Email Addresses does not exist".
Up until last night, ZoHo worked perfectly sending emails. Not sure what is going on. No settings changes, but ZoHo will not send email. Don't even know where to start as I don't find any area affected by setup. Did ZoHo servers go down? ... and yes, this was from LEADS and an email was entered and saved for the lead. ... entering our emails in CC and BCC resulted in additional errors ... no one received emails from ZoHo, had to send from external email programs. Thanks for any help.
Google Apps
Trying to configure google apps with zoho. I followed this video (https://www.youtube.com/watch?v=VIbw16venr0&noredirect=1) to 3:07 and I don't see google apps in the add-ons. Am I doing something wrong? Eric
Where do I find the two factor authentication code?
I am trying to integrate with MailChimp
CRM Mass Email Problem
Hello, I created a template in Zoho CRM and used the ${Contacts.First Name} code to personalize the email. I sent this out to 100+ clients. We had a client email us back because his name was incorrect. The clients name is Mike and the email he received was Ramón . Do you know what could have happened and how we can prevent this in the future? Also, when sending a mass email, why does the email not show up in my sent items? Thanks.
Update fields
Is there a way to update a field in Contacts for all the contacts for a specific Account when a field is changed in that Account? Thanks Tony
Filter View by Call Status
Hi, I cannot find any option for showing Calls where Call Status isn't Completed. The quick fix I use now is to write "Done" in the Call Result field, but this seems ineffecient
Problems for other colleagues to read the pdfs I have uploaded
I use Adobe Acrobat X Pro to generate pdf files. When I upload these to Documents in CRM my colleagues can not open and read them. I can. I if send the same file to them with email they can open and read them without any problems. Any suggestions?
Time Based reminders based on an open field within a lead
Hello, I am trying to figure out how to set up an automatic reminder when I mark a lead a specific criteria. For example I have a section in my leads where I can rate them A, B, or C. When I mark a lead as A I want to automatically be reminded 1 month from then to send them and email, 2 months from that time to call them and 3 months from that time to send them a physical mail piece. I have different desires for each A, B and C lead but that is the jist of it. Does anyone know if this is possible?
How do I choose the secondary email as a sender?
Hi all! There is an option to send an email directly from the CRM. Under my account I have two email addresses: a primary and a secondary. When I want to email the contact, my primary email address is set as the sender address with no way of changing it. Also, while creating templates, I can choose primary email addresses for all the users only. How do I set the secondary address? Thank you.
Letters are garbled
From just today, letters in all emails that we sent were garbled. So clients sent us the reply, saying " As letters are garbled, we can't read them". We have been able to use Japanese version in Japanese without problem from the beginning. When will it be fixed?
Insert CustomModule info with Lead or Contact lookup
Hi! I was wondering how can i insert a record into a custom module and relate it lo a Lead or a Contact using a UNIQUE key, such as an email or the Lead / Contact ID? I am using PHP, so far I've tried with: <FL val="SEID">Lead ID</FL> <FL val="SEMODULE">Leads</FL> ------------------------------------------------- <FL val="Lead">Lead ID</FL> ------------------------------------------------- <FL val="entityId">Lead ID</FL> ------------------------------------------------- <FL val="WHOID">Lead ID</FL>
Error in data api Upload
I am trying to upload some data to the Leads api and I am having trouble, Here is the log of what is being sent, and the URL, (I blocked out the token of course) any clue as to what might be going wrong? I also tried to url encode the xml data 09:14:53.819 [info] URL https://crm.zoho.com/crm/private/xml/Leads/insertRecords 09:14:53.819 [info] Payload xmlData=<?xml version="1.0"?><Leads><row no="1"><FL val="Company">test company 30285</FL><FL val="Email">test-3573@test.com</FL><FL val="First Name">Phil</FL><FL
Posting instructions for Ytel
Does anyone know where I can find posting instructions to push data from Ytel (predictive dialer) into my Zoho CRM? I spoke to Ytel and they said I needed this in order to set it up. Thanks, Alex
Problem with custom function
Hi, I'm in trial period of Zoho CRM Enterprise and I'm making some tests to see if I really will use it... Well, one of my test is automation with custom functions to rollup values to potencials from products.. but it does not work.. I've already tried various codes including examples from gallery and nothing works!! To this post, the error I'm talking about happens with default function "Roll-up Potential Amount to Accounts" without any modifications... Here's the response I got from Zoho: Execution
Read-only checkboxes clears themselves at account creation
I need a read-only checkbox to be (and stay) enabled when creating a new account. I've got one set up with the correct read-only permissions but it clears/unchecks itself when saving the account. I'm pretty sure it used to work a few months back (before the new customization layout came out?). We've just started using Zoho for real and are integrating new users but this problem is a step back. Thoughts? Thanks
Labels for mail merge... anyone solved this yet?
I don't seem to be able to make labels on any existing Avery sheet labels. 3.5" x 1.75" doesn't seem to exist in the US. I tried to create a label template in Writer, but the formatting seems impossible to fit to any tight label size, even if just one-up. I miss this from Goldmine, though I prefer Zoho for most things. Any suggestions? I really want to keep the label making within Zoho if at all possible. Thanks, -Paul
Price book for billable hours
How do I setup a price book for billable services instead of goods. Example: Management Consultant Sr. Rate $125/hour This would tie into the quote and purchase order as well. Thanks, Michael
adjustments in crm data through worksheet editor not working
I am trying to update data in crm through the zoho worksheet, but my updates are not saved after I saved them. Need to get a mailing out by tomorrow, so very frustrating !! Can anyone help me? TXS
Is it possible to add an importance level for a lead?
Hi, As we all know, not all leads are equally important. Is it possible to visualize this in the Zoho CRM? For example: lead X is very important to me: I shall give him 5/5 stars. Lead Y is relatively important: 3/5 stars Lead Z is not important: 1/5 ... Is this (or a similar system) possible in the Zoho CRM? Thanks, Bart
different type of contacts
I need to classify my different accounts or contacts as direct sales or potential business partners... how do I keep them separate? I would want a different campaign for each.
How do I View Closed Activities
How do I set up another User to View Closed Activities Only the Admin can view at the moment , Is there a way I can have another User below Admin View the Closed Activities section? Thank You
log various activities, e.g. called client, visited client etc
We are starting a Zoho implementation and would like users to log activities with an Account and/or Contact or Lead. An example would be if an Account is visited in person or a call is made. The user should be able to log the date this happened and record some notes. I don't see a good way to do this. The Call activity is kind of close to what but requires things like call duration to be recorded, and it doesn't appear possible to change the fields. Any suggestions on how to handle this?
To view the images you want to save the file on your computer
Good afternoon, I should say that I write with the help of google translator, I would like to learn to look at the photo attached to the counterparty, it should be required to download to your hard drive, or still have the option to view the photo.
Birthday Alerts/Reminder and Workflow
I still am not understanding, how a system like Zoho can be so flexible, and yet cannot have the option to develop birthday and anniversary alerts, then run a workflow to send emails, print mailing labels, and do a mail merge. Some of the most inflexible CRMs out there can do this.. I think this implementation is long overdue.. If it is possible, then please let me know how to do this.. thank you.
frustration- but christmas is coming
we use case for service calls to peoples homes. In access we use to print out a service sheet for the engineer to fill in and at the bottom was a report of the last 5 service calls. Cases seem to be very badly supported in templates. We need an inventory template for cases please. What a lovely Christmas present that would be.
How to add multiple of the same product to an account
I am trying to figure out how i can add multiple of the same product into an account. is there a quantity option I am missing?
Next Page