Display account's information in contact
hello, do you have in your roadmap the possibility to display account's information in contact ? thanks you
Printing from the activities page
We are brand new at this Can anyone tell me how to get the (more options) tab to come up when you want to from the activities page?
Settings for Convert Lead screen
My sales manager would like the "Create a new Potential for this Account" option to be checked by default. I can not find anywhere to make this selection, is it possible?
Relate many existing products to a Vendor.
Hi, In my company we use Products that might be provided by one or more Vendors. I see that when you create a vendor and then enter to their profile you can create a new realted product, but you can´t relate an existing one. Is there a way to do this? Thanks!
Error Message when saving layout
I receive this error message on a fairly regular basis when I try and modify or add an item in a pick list field: crm.mb.options.options.dplk and it won't allow me to update the options. Please help.
Other administrator can't see my data
I am new to Zoho, so please bear with me if my questions are stupid: I started with the free trial, and uploaded a lot of contact data, made several calendar entries, and tweaked a few existing modules with new customized fields. I later created a new Administrator profile for my assistant. She received the email from Zoho and set up an account. While she can see my contacts, she cannot see my calendar nor can she see all of my contact data, such as the custom fields I set up. My goal is to give
Email Alert Workflow not triggering when Lead imported from Website using Ninjaforms
Hi, This is the first time I've posted on these forums, normally I'm able to find the answer to an existing question or fumble my way around an issue however this one has me stumped. I am trying to get Email Alerts to work properly and have encountered a bit of a problem. To start with I will explain that we have a ZohoCRM Enterprise License & I *think* what I want to achieve should be possible - At the moment I have a number of Email Alerts set up to trigger when a Lead is created (sort of similar
Export and Import Issue
Dear Sir, We have issue when usage (Data Migration) no problem in export any date (Arabic language) but when import this date in another account (we can not see the Arabic language) we see symbols please see attachment Picture Please Advice
Subscription page on CRM
I'm trying to access the subscription page in Zoho CRM so I can double check our subscripiton. This page seems to be broken and it just appears as a blank page. I've tried different browsers as well as different computers. What could it be? Thanks
Creating a new user problem
Hi, We have just started to evaluate ZOHO. We are a free user. We want to add a second user. This fails because we cannot populate the 'Role' field, because the role lookup does not work. Perhaps this is because we have not created any Roles. We cannot find anywhere to create a role. Where does a Free user go to create a role, so we can create a second user? Thanks, Christine
How to Change permissions to print reports in user profil
I am unable to export a Lead Report because it states that I do not have permission to do so
Industry tab
How do I change the Industries in this tab?
Email Merge fields not working following rule change
Hi There, I changed a workflow rule to change the criteria required in order for an email to be send. All good except now the merge fields in the email are blank! I have checked and the merge fields relate to the same module as the rule so not sure where I went wrong. Thank you Meg
Sending Emails from Activities
I am trying to send an email from ZOHO when I am going through my daily activities. I created a template with record type 'leads' which has a subject, body and attachment. When I click on the green 'Send Mail' button, a mail window pops up with the contact email address in the 'To' field. I select Add Template and select my template from the drop down. This fills in the subject, but the body is blank and I'm not even able to type in a message. Clicking on the Send button has no response. No clue
How to build a bridge and sync from Magento 2 store to Zoho CRM?
Hello, we want to build a bridge to synchronize data from Magento 2 version to Zoho CRM - to synchronize leads, account, contact, invoices, produtc, etc.. Examples : Each time an user fills up a form to be registered on my website it has to create a lead on Zoho. Each time we creat a new product on Magento 2 store, it creates a new product on Zoho as well. Thanks for your help !
Can't find mail merge template
I have two mail merge templates in my "Public Mail Merge" folder. They are associated with my contacts. When I have a contact record selected, I click on the "More Actions" & "mail merge" buttons. I then get an error message: No Document Found, Click here to import mail merge template. The only choice I have to click on is "Close" Anybody seen this issue? How do I repair it?
How do you add an opportunity to an account via the API?
The docs are clear on adding contacts, leads, and accounts via the API. I've got that fine. However I can't find how to add an update an opportunity to an account via the API. Do I insert the opportunity first using the Accounts API and the insertRecords method? What XML do I use to describe the new opportunity? I'm surprised there isn't a doc, or I just can't find it.
Please check input values!!!
Today I started getting a warning, "Please check input values!!!" when attempting to add a task from within the CRM email module. See the image below. This is something that I have been doing routinely. As you can tell, the input values that I am adding are simple. Because of the error waringin, I cannot add the task to my task list, with the only option is to cancel. Please advise.
Searching of Titles under Leads Tab
I am trying to figure out if this will work for our company. In the leads tab, we would like to be able to pick our search categories, such as date, name, follow up date but it will not save my options when I try to edit them. Ideas? Thanks!
Tracking Actities Across Several Accounts
I know if I setup a Campaign in ZCRM I can see all notes and activities associated with several leads and contacts. Is there any way to do this for tracking these items across multiple accounts? I may have certain accounts I want to target and track against. Does not seem to be a way to do this in Campaigns itself.
Emails I send to my Potentials are not registering in their file
Emails I send to my Potentials are not registering in their file-how do we remedy this?
problems with crm
Hello Zohp crm is very slow , ans we can´t send email, what is the problem? we still don`t have acess to help desk chat?
Zoho CRM Very, very slow!
Zoho CRm are very slow today, last thursday and friday we had the same problem, is there a problem? We checked the internet and he haven't any problem. Waiting for a reply. Thanks
sql
How can i migrate my local data ms sql to zoho ? and keep it synchronised ? What tool or app can i use ?
restore deleted report?
i accidentally deleted an activity report, and can't figure out how to create a new one or recover the one i deleted. it's the tasks and calls combined report. i'd really like it back. any way to restore it?
Lead, Account, Contact Should have same basic Fields!! ...and other related issues
Hi I have several problems and requests that seem to be counterintuitive for a program that it´s supposed to make Client Relationship Management easier . 1. So I have spent time customizing my Zoho CRM Professional, added Leads (real ones not just test ones), products etc and so I try to convert one of my Leads into a Contact, only to find out that some data got "lost" without even a warning. What gives!? This is supposed to be an intuitive program, user friendly and it turns out that not even default
custom function to create a quote
I am creating a Quote through custom function , but when I add the data "Product Details" in the query I am getting an error . Any solution ?
i'm getting "Mail cannot be sent as the following email address do not exist" error
Hi Please look at the screenshot and suggest a solution as I'm not able to send out emails. This started today.
Zoho CRM - Reports
Hi, I was hoping someone could help with the following query. We currently use Zoho CRM and I have encountered an issue when trying to use the reports function. I am trying to export potentials who have reached a particular stage during the process of being one of our customers. The report is selecting potentials based only on the stage they are at and that they have an email address. There is no other restriction/selection criteria on the report. However this report is missing records that I know
HOW DO I DO A MASS ACCOUNT OWNER UPDATE?
BECAUSE I UPLOADED ALL OF OUR ACCOUNTS (20K RECORDS) IT ASSIGNED ME THE AS THE ACCOUNT OWNER. I WANT TO HAVE A RULE THAT MATCHES THE CREATED FIELD IN THE ACCOUNT MODULE (SALESPERSON) TO TRIGGER THE RESULT TO A CORRESPONDING USER, HOWEVER, THE RULE DIDNT WORK. THOUGHTS?
Getting Notes from CRM API
I'm hoping to pull Account Notes along with other Account info through the API (like when you generate a report and include the Notes module) I've searched through the API documentation but there doesn't seem to be a way to access Account Notes in the listed Modules or Methods. Am I missing something or is this not currently supported? Thanks!
How made you one to convert a contact in account?
Please Help-me How made you one to convert a contact in account?
Price not displayed in quote
I have products with a list price and a start date in the past. Added to a price book. When creating a quote, prices are displayed as $0.00. Need help.
How do I move a converted lead to a client?
I've used 'mass convert' to convert my leads but they've disappeared. I have a tab called 'Clients' but can't figure out how to get them to populate there. Please help anyone! This has become a huge time suck!!
I'm so lost..........
Is it possible in free version to take the specific information entered in one module (Contacts), and send that information into another (Leads), so as to create a new lead?
Account Name random data
I notice that random names are being dropped into the account name field for many contacts. The names are real names but not related at all to the contact and not entered by me. Any idea why this is happening?
Enhancements in Zoho Projects Integration, Managing Macros, Custom Modules and more!
Here is a bunch of enhancements brought to you by Zoho CRM this November. The updates include enhancements in Zoho Projects integration with Zoho CRM, Zoho PhoneBridge, macros, custom modules and Webhooks configuration. Read on to know more. Create a Project Group in Zoho CRM You can now categorize projects in Zoho CRM. While creating a project you can select a group that the project belongs to. You can create a project group from the Projects tab. The Project Group thus selected also appears
How do I add quantities of products to potentials?
I have spent a considerable amount of time trying to determine how to add quantities of a product to potentials. I found a forum thread from 2007 saying that this feature would be added in an upcoming release (September 2007). However, I can't figure out how to do it. Help! Don
Emailing from a reports
Hi, I am looking a purchasing the professional edition. I am playing around with the trial. I have run a report to see what accounts have a certain product active. Is there a way I can take that information and email these accounts product/sale information? Thank you, Tom
I do not see templates when trying to send email to a contact
When I bring up an account and select the contact and try to send an email template there is nothing in the drop down box. I've seen other threads like this but no fix was attached. What am I doing wrong my templates are there. Can you help with this please Thanks Gord
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