Pushing data from CRM to another CRM
Hi, I use two separate zoho CRMs for different parts of the sales process. I would like to push data from one crm to the other. Can I use webhooks for this? If yes, I need help to set it up. Someone? Thanks anders
Can't add or edit fields
Just getting started. Using FREE to check out. Tried to follow online help, but buttons to create field are not showing up. Is it because I'm using FREE version? Can't I make changes to customize fields for LEADS? What's going on? Thanks, JR
Double Up Descriptions
Hi When we enter a new product and then add the description for this product, the description will then come out twice under the product code on an invoice, we then proceed to take the description off the product, which then is all ok, except when we then used that product for a quote - theres no description?
Deleting links from zoho crm
Hi, I couldnt delete a custom link. when i tried to delete i get a screen with loading but it doesnt end. pls could you check it? Thanks Umut
We need to have two emails connected to the same CRM account
Two people working at different times with two Zoho email accounts. Can we have two separate emails on the same CRM user account, if so how do we do it as Zoho keeps opening up a new account when it is clicked on
Restricting who can add Product to Account
Hi guys - Can you advise whether I can restrict which users are allowed to add Products to Accounts? I can't find it in the Profile settings. I can restrict permissions on the individual modules but not on the connections between them? We are a member association so knowing who subscribes to what is really important for us. We need the information to be trusted so would prefer to restrict who is able to add a subscription (Product) to an account. Thanks, Linda
Potential Activity/Notes showing up on Contact
Hi there, how do I make sure that all activity created for the potentials do show up on the associated contact & vice-versa? Same question for Notes? At the moment, one has to look at both records (Contact & Potentials) to see the full picture of all activity/notes for it. Many thanks1
Changing Pick List to Multiselect Pick List
Am I able to change my Custom Pick List field to a Multiselect Pick List?
Can see all records and entries, but can no longer create or edit.
I recently had to reformat my hard drive and start from scratch. I was successfully using Zoho CRM prior to the reformatting but since have not been able to create new records or edit existing ones. I have cleared every cache that I can find but have had no luck. Any suggestions on what may be causing this problem? Thanks.
Moving from one CRM to Zoho
I am currently working with Maximizer 8 - and would like to move over to Zoho.. but can not seem to locate the 'how to move over' ..ideas?
How to become API Integration Partner?
I'd like to integrate our solution with Zoho CRM. How to become API Integration Partner? And get into the page https://www.zoho.com/partners-api.html
Mapping Fields
In my leads fields I have "Lead Source". When converting my lead into a contact I'm trying to get the lead source information to be transferred to the account, contact or job upon conversion. I have this set up with multiple fields and they all work. However, the Lead Source pick list has different values in Leads & Contacts in the list of fields. So when I convert, it doesn't populate the lead source because they appear to be different lists. I also don't use the accounts module because the way
Report account and activities
I create a new report named "Nome_contato_firm_tarefa" to show all the activities listing firm_name (like account name), contact name and the informations about a task ou a call. Why some register don't show the firm_name, like the sample below?
StoryBoard and hierarchie on account
hello, it will be a commercial advantage if on the CRM it will be possible to draw a storyborad with past and futur activities by account, and draw a hierarchie with headquarter et subsidiaries. thanks you
Internet Explorer Print Preview
Whenever I print preview an invoice on Internet Explorer 11 or later, I get the Preview text on the top of the page. I don't have my headers or footers enabled. When I do the same thing on Chrome, Chrome works beautifully. Is there a known problem with Internet Explorer and Zoho Print Preview? Anyone else have a solution to resolve other than use Chrome?
IP Addresses Restrictions
Is any one else have problems connecting to unlisted IP Addresses? Meaning, when you are traveling and don't know what IP Address you'll be using, you can't get into Zoho. and yes, I've turned in a ticket to Zoho. and yes, they keep telling me to do things and send pictures of my screens. and no, I don't have an option under Setup/Users and Permissions and no, I don't have an option under My Account/Securities - only to add IP Addresses
Can inbound calls through phone bridge open a new lead and pull data in?
My Zoho CRM is integrated with RingCentral. When an inbound call comes in I would like a new lead to open up, and pull information into the crm from the call (ex. phone number, campaign name) Is this possible? Thank you, - David
How to distinguish paid vs. unpaid invoices?
Hello, I am having trouble with marking invoices as paid. I know I can create a custom field with a picklist of Paid and Unpaid but that seems elementary when working with invoices in excess of tens of thousands of dollars. We frequently take partial payments from customers too. So determining how much is owed on an invoice is important as well. This is important for reconciling accounts receivable. I thought about using the "Adjustment" category but unfortunately that is already being used
CRM Leads to Multiple Map Locations
May be useful to incorporate a Multiple Route Planner for scheduling and planning multiple sales visits onto a map in the CRM. Leads can then be selected into various routes planned for various days for future sales calls. An example of what i mean is here: http://www.roadwarriorllc.com/ It would be useful for those out on the road needing to optimise and plan their daily sales journeys from the CRM portal.
Mobile activities(calls, events ) are not showing up in audit log
We need tracking calls, and activities via mobile, but its seems not appear on audit log. Andy Idea?
modules customizing unavailables
Hi, I would like customize modules with new fields and create a new customized modules but i can't. Why aren't availables for me the customizing possibilities explained in the manual? Best regards, https://www.zoho.com/crm/help/customization/module-builder.html#Create_Custom_Modules
How can I prove a zoho crm mass email was actually sent?
Hi, I use Zoho CRM, and I use the automation to send notification of appointments to all email adresses registered under a certain process. Nevertheless, some people are saying they are not receiving those automatic emails that zoho sends. I can't find any register of the emails that were sent, where are they registered? How can I prove to other people on my team that those emails were actually sent? Some people receive it, and some don't- and this has nothing to do with the spam filter, the emails
I can't figure out a way to map the lead source field from the leads to the account stage. Please help.
I do see that we can convert a lead to the potentials and it will follow, but once it is in an account status, my source is gone. Doesn't make sense.
inicio
Al ingresar a mi cuenta y estar en el apartado de inicio, se despliega un msg en rojo que dice: No tiene Permiso Para Visualizar Componente, se ha deshabilitado del modulo correspondiente en ajustes de perfil o en pestañas!!! Como puedo activarlo de nuevo???
Zoho Dispatch
I would like to know if zoho has any plans on having a dispatch patch. We use the CRM but have to use another company for dispatch software and its difficult to have two different systems. I would like to use zoho for all. Thanks
Form Submission Eror
I'm using the CRM forms on my website. When someone submits their information, they are not referred to my return URL. Instead they go to: https://as.zoho.com/cf/checkurl.cf?URL=http%3A%2F%2Flicensesolution.com%2Fcalifornia-real-estate-agent-license%2F And they are shown the following text: The request was triggered by different origin Can you tell me why this is happening? How do I fix this issue? Thanks in advance.
Activities
In the activities list how are the activities managed once complete? Is the only option to delete? Is there a log of activities that have been completed or are pending attached to leads, potentials, and accounts?
Pipeline name and stage in Contacts information
Hello, is it possible to display somehow in Contacts information a value of his actual Pipeline name and stage(s)? And I dont mean to see it as a Related list. Thank you in advanced. Best, Roman
Is there a calendar function within zoho? If so, where do I find it?
Is there a calendar function within zoho? If so, where do I find it?
How to remove an email from Zoho CRM
I am using multiple email accounts, how do I remove a particular email address completely?
Outlook for MAC Task Management
Hi there, I have 2 tasks folders on my local outlook. One of these is linked to my office 365. When tasks sync down from Zoho to outlook they are going into the wrong tasks folder. Tasks in my office 365 account are also not syncing up to Zoho. When I go to the following setting both tasks folders are ticked and I cant deselect one. Settings> Tasks> Choose folder "change"> Any ideas? Thanks
Form-post-instructions for web form
Hi, We'd like to push the leads info from our landing pages to Zoho CRM. We generated the form code by following the instructions here: https://www.zoho.com/crm/help/web-forms/set-up-web-forms.html However, our SEM supplier cannot use the form code and embed it in their profiles and landing pages for us. They will need the form-post-instructions. Could you please help on this request? Thanks!
Can I modify the width of the columns in Activities ?
In activities, the columns are so stretch that the words are cut in parts (see attached picture). Is there a way to modify the width of the columns ? Thanks in advance for your help!
Show 2 taxes fields in quote and invoice (Zoho CRM)
Hi, we have 2 taxes and in zoho crm i define the provincial and federal taxes in product module but in the quote and Invoice(in zoho crm) i only see one taxe field instead of 2 fields. i would like to show the 2 taxes fields need some help plz
Transferring Contacts to Leads
Hi there, I was just wondering if anyone knows if there is a way of transferring selected users from the contacts tab to the leads tab? Thanks Becca
Make a default Case Owner
I would like to make 1-person the default Case owner when a new case is opened. Is this possible?
How display multiple taxes in invoice template?
Hi, I'm trying to display two taxes fields on invoice through zoho crm. But I'm just seeing one field for the tax.need some help please
ALL of my contacts are now gone PLeas
Sir could you help I stored contacts a long time ago with your service and now it is all gone. I thought youe were offering safe and secure servvice. I need all of my contacts thanks. Here is my account espiya@hotmail.ph Please I really need it now for my business. thanks
I didn't do the initial set up of our Zoho, i would like to know how to add more Manufactures to our price list?
i need to add some more manufactures to our price books/products and cannot find anywhere on how to do so.
Converting to a Quote to an Invoice
When we generate a quote usually we can go into if later and convert it to a invoice. Today we have one that doesn't have that option at all. Its just got a drop down box with print preview etc. Why cant we convert to an invoice?
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