PROBLEMS TRANSFERING CONTACTS TO ZOHO
I'm not able to transfer my contacts that from Visistat. I purchase them and then try to transfer the contact it states that it didn't send it. I've been having problems for over a month. Can anyone help?
New added user not seeing our leads
Hello, We recently added a new user for Zoho. Today I noticed that she is not able to see the leads other than the ones she has created heself. We have plenty of leads being fed inot our CRM through a webform and those leads are viewable in my administrator account. I thought perhpas I could manage permissions under users and permissions, But I see the standard Profile has almost all the same boxes checked that should allow her to view, create, edit and delete leads. How do I make it so she can
changing name of deleted user
I was trying to change a user record of someone who has left the company to a new person, not realising that I should have created a new user and deactivated the old one. After I changed the name I noticed that I could not change the email address to then deleted the user, but now everything that was created by the old user has the wrong name on it. Is there a way to edit the name on a deleted user? I understand that they cannot be re-activated, but perhaps this is something that the zoho help desk
when i eport my account details from CRM their emails is missing? how can I get all the emails?
I tried to export my account Details from CRM but the emails are not exported with the file? how can I include all the emails too?
CRM Bug??
Hi - I have two issues going on in my CRM. 1st... somehow a user is being automatically created that is me....my name, my email and it causes alerts to come in each time that email address receives an email....which is often. 2nd and maybe related and maybe not. Today I added about 10 new leads. Uploaded from CRM card reader app. I have an email template that I updated and sent to the group. EXCEPT it came to me. Both the to and from fields are my email address. the changes I had made to the
zoho mail add on
I have the add on set up and it is adding emails to contact records. However it is not consolidating emails in "Customers" folder as I have instructed in the set up. Please help.
Allowing Contacts to inherit Account address information
I'm wondering if I've just missed some functionality here, but I need contacts that are associated with an account to inherit the address information for the accounts they are associated with. I can't see any way to do this with the "Update Contacts" feature, but is there a workflow I could create and trigger for existing contacts and accounts? Appreciate any insight on solving this.
Account Number
I want to create an Account number convention as I add new "Accounts". Is there something that can be flagged to automate this process based on my initial entry? Why when I attempt to create one myself and populate the field as an A00001 which I want to increment I am getting an error that it is invalid. This should be my choice correct?
Managing SaaS clients accounts with lended products
Hello everyone, I new to zoho CRM and i´m trying to retire my spreeshets :D , hope someone can help me to clear out the best way possible do manage everything. Here´s my business model: We lend a tracking hardware which will send data from mobile assets (like truck fleet, machinery and etc) for our software which our client uses, so they can manage their logistics. We charge client as SaaS, with 2 years contract. So we have 2 types of inventories here: - Tracking hardware (bought from a manufacturer)
Automation doesnt work
Dear support, I set up an alert email to be sent when a task meets its due date. The automation seemed to work at first with a couple of test tasks but now it doesnt work with all the previous created tasks. The rule has already the criteria of "Execute workflow whenever the criteria is met" and " Executes the Workflow Rule when a new record is created OR an existing record is edited ." I already check and the rule seems to be active. There is no problem with the email template. Please help
Tag and search customers
Sorry that this is likely a very newbie question and not an advanced on at that. I am looking to be able to search for customers based on what product that own. Our business supplies networking products to enterprises and as such I need a way to be able to find customers based on what products they own, to communicate with them about new software releases and such. I use Xero for my quoting and invoicing currently also.
Products in Quote
Why is the way that products are selected in the Proposal Quote module so difficult to use. In other modules, you are presented with a list of products and you can just tick the ones you want to include. In the Proposal Quote section you have to start typing the name of the product and then add it. It is such a hassle. It would be nice if this could be changed or customized.
How to make report of PriceBook module in Zoho CRM
I am working on a project for which I have to make report for the customized PriceBook module. But when I go to select the module for report, pricebook is not being shows. Can someone please help me. Thanks in advance.
Why isn't the option of adding a Lookup field type displayed?
I am using the Standard version and wish to add a custom field of the type Lookup, but that and the type Formula are not even displayed to choose from. Can you explain why? I do not see anywhere in your literature that I would not be permitted to use them. Thanks, Dave
API Methods searchRecords criteria 'different to' =!
Hello :) I have next syntax in PHP $parameter = $this->setParameter("criteria",'(UEN:'.$UEN.')' , $parameter); I want select UEN different of value of $UEN, and not equal. It is possible?
CRM & SupportDesk
Hi. I want to start both CRM and SupportDesk at the same time. I've tried to use the following script in my rc.local file: " #!/bin/bash start (){ cd /opt/AdventNet/ME/ServiceDesk/bin /opt/AdventNet/ME/ServiceDesk/bin/run.sh & } stop (){ cd /opt/AdventNet/ME/ServiceDesk/bin /opt/AdventNet/ME/ServiceDesk/bin/shutdown.sh -S } case $1 in "start") start exit 1 ;; "stop") stop2 exit 1 ;; "restart") stop start exit 1 ;; *) echo "Incorrect Syntax" echo "Please use "start" "stop" or "restart"" exit 1 ;;
Customization of related lists fails
HI there, I've got a problem with customization of my related lists (e.g. contacts, leads). I followed the instructions given in the help files but to no avail. Whenever I added a new field, clicked save, and went back to the list, the order and number of fields remainded unchanged. I am administrator. So what went wrong? Thanks for any help kind regards Armin
Adding VAT to each string in Quote and show summary
Hello, in the quotes, invoices etc I can add VAT in 2 ways 1) in each string ${Product.Tax} 2) in summary ${Quotes.Tax} How to show in the summary ${Quotes.Tax}=${Product.Tax}+${Product.Tax}+${Product.Tax}+etc VAT of the summ of each string with correct calculation?
CRM module very slow or not responding since yesterday
Hello, I am using the crm module for few years already. since yesterday it is very slow and occasionally not responding Zoho User ID : 30772079 thanks
Shortcut to a favorite report
Hi All - I would like to create a shortcut to a report that we run very frequently on prospects. It would be extremely helpful to have a shortcut to this report from the contact's or accounts module page while in the prospect. I know there are no shortcuts to reports right now but is there a work around anyone could thing of. With the new custom button functionality, i am wondering if its possible to create a button that takes info from the account I'm in and run a specific report. Would love
I'm trying to export a report to PDF and nothing happens. Is the report supposed to automatically open?
I'm trying to export a report to PDF and nothing happens. Is the report supposed to automatically open?
no "not delivered" message when email address bounces
I use Zoho CRM and use the link "Send mail" on the contacts page to send a mail (using one of my templates). But if the email address is incorrect, I do not get a "not delivered" message. This is very inconvenient. I assume the recipient receives it, but the receiver doesn't get anything. How can I solve this? Is there a setting to receive bounced messages? Thanks !
Italian translation errors
Hi! I'm a relatively new Zoho CRM user and I'm from Italy. I found some problems with the Italian translation. For example "Contact Roles" is translated in "Contatto Regole" (regole is the italian word for "rules") instead of "Ruolo Contatti". How can I correct this?
Mail cannot be sent as the email address does not exist
Created a new potential on an existing account. Went into the potential and assigned a contact role of a person with a valid email address. Clicked "Send Email" and received the popup error: "Mail cannot be sent as the email address does not exist" - What email address??? - The contact has a valid email address??
New Potential show under Unknown in Contacts
When creating a new Potential then looking at the contact module, the new potential shows under Unknown instead of the Potentials section for the contact. Going into the Accounts Module, the potential shows in the correct section.
Invite Zoho user to a event.
I have a lead and I want to create a meeting with my employees (Zoho users). I can't find the way to invite them, because the only people I can include in the event are the CRM contacts. How I can solve this?
Time-based workflow for sending alert thru email
Hi, I started configuring our CRM account last September 14, 2015 and on that day we test the time-based action for workflow. Email from time-based action is received. Well done. We removed the workflow by the following days but the problem is it still sending emails continuously to the client even today. Based on the alert before removing a workflow, it says that "all the scheduled email will be deleted". Whats wrong with it? How can we stop this continuous email on our side? Is there any module
Enterprise Edition (Evaluation) - Multi-Currency
Hi there, We are in the midst of evaluating Enterprise Edition.... there is no provision to see currencies & enable the multi-currency under organization settings.... Can you please help to check? ZOHO User ID (used to register): 59514385 Regards Robert
ZOHO CRM - ZOHO Invoice; further integration?
Hello, Are there any plans to further integrate CRM and Invoice? More specific: create a Zoho Invoice directly out of a CRM quote. Or more general: replacing CRM invoices module completely with Zoho Invoice. Thanks, David
Zoho CRM Any Way to Schedule Service Calls
Just started using Zoho CRM a few weeks ago along with Zoho creator and really like the app but wondering if there is any way to schedule and map service calls based on invoices?
Potential Stage Aging Notification/Reports
Hello All How can I add notifications both on the Home Module as a report and possibly email alert if a Potential is sitting at a stage for too long. Example, managers would like to see any potential that has been in the stage "quote" longer than 2 weeks. Thanks DP
Maximum e mails
Using your trial version and trying the mailing facility. However, when I select the list, I get a popup saying exceeds maximum e mails and there is no option to cancel this and the screen freezes. Please suggest solution
How to calculate procurement price in The purchase orders
I have some product. This product has 2 prices: Procurement and Unit price. In price offer for buyers everything is ok, but when I need to send Purchase Order to Supplier he also see in grand total Unit prices, but I need show him only procurement price grand total. If smb knows how to do it (which tags should I use), reply me, please Kind Regards Timur marketing@meteoinstruments.com
Automation without updating qty.
i set an automation as below When subject with prefix GRN, status update to "DELIVERED". This will work but the problem is the qty order did not go to stock when updated base on formula, but it will work when inactive the formula and do it manually. Please advise what's the issue
free trial
I do not see how to sign up for a free trial Moshe Freedenberg
Cannot see the mass convert option - is it a paid option?
Hi, I cannot see the option to mass convert leads to contacts. Is it because I'm currently using the free version? Thanks, Eric
How do I build an email template?
I can't figure out how to build a new email template?
GotoMeeting & Goto Webinar Integration
You guys should really consider GotoMeeting & Goto Webinar Integration
Sync Google Contact with ZohoCRM
Hi, I need to sync one filed of ZohoCRM Contact with "additional name" field of Google Contact, but I can't see that field on the standard field that I can map. I know that I can also add custom field in mapping, but I need the "additional name". Is there a way to achieve this result? Thanks Matteo
Problem Adding User to CRM
I am the Super Admin and have set up an account for our company. I sent invitations to 4 people to join. Two have accepted. The CEO is getting an email that states: Since you are already a part of SecuritiNet's CRM account and you are the only active user in that account, you will not be able to accept the invitation. Delete SecuritiNet's CRM account. Once you have deleted the SecuritiNet's CRM account, click Join SecuritiNet's CRM account . I tried deleting the person and adding them
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