customized field
Hello, I have customized the field "origin of prospect" to add new values to the field, but when I create a new contact and I try to give it one of the new customized status for "origin of prospect", the scrolling list does not propose the customized status previoulsy created, as if they were "forgotten" ?! Could you please help me solve this problem ? Many thanks in advance,
Co-fonders created two CRM portals, but one is the owner of the overall Business. Now there is a CRM conflict!
Hi, I am the owner of the Zoho Business account 'Omoto'. We have our mail hosted on Zoho and I have just configured the CRM. Unfortunately, my co-founder Kushal (kushal@omoto.io) also created another CRM account. Now when I sent Kushal an invite to join Omoto CRM, he gets an email saying he is already registered for CRM. But when he goes to delete that CRM portal, he gets an error that I am the super admin. The problem is that I just finished customising the CRM to suit our business requirement
Data Sharing Settings
Is it possible to change data sharing setting for 3 users in the "free version" of Zoho? If so, how do you do this? I looking in the help, but do not see the "data sharing settings" option?
Error in Inserting Data
I am facing the issue Leads not created. API Response : 4401 Unable to populate data, please check if mandatory value is entered correctly. It is running since last day. We have not change anything please help out
Help Emails goes into Spam
Hello We are sending mail from the CRM system to our costumers not mass Email. We have seen an increase in go into SPAM because we are sending from SMTP ZOHO ..... but reply our Domaine Have anyone found a solution on that without moving the mail to ZOHO Mail. Basically we just wanna sent out with our own SMTP
Links in emails not working!!!!!
I just sent out a ton of follow up emails after working a huge show and on person was kind enough to inform me that the links within my email were not woking. THIS IS VERY DISTURBING since I am trying to get their business. Please advise, I just put in the first link of many. None of them worked. Hello Jon, It was nice meeting you at NTOA and learning about your dry fire training products. Twelve new companies have joined IP Media in 2015! We handle their press and product releases at only
Custom Functions in Tasks
When choosing "completed" for the task's status, i want to automatically ask the user if they want to follow up within a certain number of days. If they say no follow up, then nothing happens. If they choose "follow up", i want a new task box to appear asking for the date of the follow up, Is this possible to achieve? Thank you. Boris
Aggregate Sales Orders into Invoices
Hi, at my company we have the following process which I'm trying to implement with Zoho CRM. We sell a service and I customised the Sales Order module to keep track of each service sold. As some of our customers are recurrent customers we invoice them every month/every quarter instead of invoicing them after each sale. When I create an invoice in Invoice module of CRM it doesn't seems like I'm able to associate more than one Sales Order. Is there any way to aggregate more sales orders into one invoice?
Comprar Zoho
Quiero comprar Zoho, pero cuando ingreso los datos de mi tarjeta me salta un error , y me Recomienda Que Me Haga Una Cuenta en PayPal Poder Para Hacer el pago ... mi intención es pagarlo directamente con la Tarjeta de Crédito. como me pueden Ayudar? adjunto la imagen donde me salta el error.
Setup a call list from Zoho contacts
New user to Zoho. Would it allow me to setup a call list thru my contacts and make calls similar to a dialer? I currently use callfire for this but would like to get rid of it. Thanks
Problem while importing contacts through excel file
Hi Iam trying to import contacts through excel file. But once the file is imported, it only shows the option of choosing "table 1: Col 1" in all fields and hence i end up creating leads which just show names and not the other data. The data bank is 20000 and manual entry will take a lot of time!
Date format problem when using Zapier Email Parser
I am using the Zapier Email Parser to parse a date (and other information) out of an email. I then use Zapier.com to transfer that information to a new Lead in Zoho CRM. As I am in Australia, the email has the date in the Australian format: DD/MM/YYYY. If the date in the email is 03/08/2015 (3 August 2015), Zapier shows me that the output to Zoho CRM is 03/08/2015. However, in the actual Lead entry, the date is 08/03/2015 (8 March 2015). However, this only happens if the day and month values can
Showing only certain data in a lookup field
Ok, so I am just getting started in ZOHO CRM, so forgive the newb! I have created two custom modules: Module 1 - School District - a list of schools districts Module 2 - Schools - a list of schools In Module 1 there is a District ID for each district. In Module 2 there is a district ID field that says which District a school belongs Here is my challenge. In the Contacts Module, I want to allow users to select the district that the contact belongs to and then when they select which school the contact
No BCC Dropbox feature is listed for a user with Administrative rights
My user has Administrative profile, however it doesn't have BCC Dropbox feature listed when I check User and Permissions tab. How can I get BCC Dropbox feature activated for my user? Should I request my Super Admin add this feature to my profile? Where should I add this feature? Thank you, Kristi
Changing Activity dates
When we change the date on an existing activity, that activity is not showing up in the Activity Report. This is a huge issue. Are others experiencing this?
Change Admin User
HI, I am the 'super admin' user of Zoho for our company, but will be leaving the business in the near future. How can I assign all of my admin rights to another user in the company?
Post code / City validation
Hi, I'm looking to subscribe to an entreprise licence for my company. Pre-sale question : is it possible to integrate in the accounts conditionnals fields between post code and city. We are a french company and we have similar post code for couple of cities. I want to build a first selection list with the Post code and conditional show a sublist of cities with this post code. I've seen that i can create two custom selection list and create dependencies between those two. But we've got more than a
Invoices printing out all text in the same size font
So we have customized our invoices to our needs, which required certain information to be in a larger font. This shows up on the print preview but when actually printed out all fonts print out in the smallest size which is hardly legible. How can we stop this?
Sending emails to multiple contacts related to potentials
Hello ! I would like to know how you handle multiple contact for 1 potential business. In our business, sometimes we want to send to all the contacts, or a few contacts from each company which potential stage is for example "To call back" (ie: the salespersons + their boss). I would like our salesperson to easily select the potentials then send an email to all their contacts, or the contacts related to the account associated to the potential. How would you manage that ? Thanks, Guillaume
Zoho Field Formula
Hi I am using the following formula to multiply some fields by an hourly rate and total them together. This part of the formula works fine. I now want to take the total calculated by the formula and ad 20% to the total. I cant seem to get this bit of the code correct ${Quotes.Upfront Payment}+${Quotes.Type 1 Hours}*(160)+${Quotes.Type 2 Hours}*(185)+${Quotes.Type 3 Hours}*(230) Can anyone offer some help
Link to a contact who is not the sender of an email
How do I link and email to a Contact that is not the sender of the email? I receive a lead from from a service, but want to link that to the contact within the email.
The differences between catagorising in "Reports" and "Campaigns"
As a check to be sure I'm selecting the correct contacts when preparing a marketing "Campaign" I am running a "Report" selecting the same criteria. When I then compare the results, I find that some of the selections in "Reports" do not appear in "Campaigns" and vis versa. Has anyone come across this problem and is there any straightforward answer why the same criteria produce different results?
Is there a way to upload a call log to the crm system
Hello is there a way to upload call logs in to the crm? i can export logs from my phone system any way uploading the sheet and matching the account/client by phone number to capture this activity?
Activity Date for Related Lead
Hi All, I'm trying to create a custom view that would show a salesperson's leads with a column that shows the due date of the next activity associated with that lead. I'm especially looking for the salespeople to be able to see which of their leads have no next associated task, and I would like to display this on the homepage rather than creating a separate report that they would need to access. Does anyone have any ideas how I can do this? Thanks!
Approval of leads created by users before they appear in Zoho
Say a user creates a lead/account/potential is there a way to 1st view that entry as an administrator before it goes on to Zoho, for quality purposes!?
Adding Logo to invoice set up?
Can some one let me know how to add a logo to the invoices as i am having difficulty in doing so:( Yan
Accounts and Vendors
when I sync my contacts in outlook with crm, it sync all vendors in my account tab, now how can I vendors to thevvendors tab, keep them separated and sync both accounts and vendors with outlook contacts thank you
Customizing Accounts layout and fields
Hi, I am trying to customize the ACCOUNTS - Layout and fields. I am trying to change the name of Fields, as well as add new ones. See attached screenshot. I am also on the FREE version - does this limit me to making customization changes? Thanks, Mark advertiise.com
Default Length of a new Event
Hello, It appears that Zoho CRM, when creating a "New Event", defaults to an appointment length of 30 minutes. How do we change the default? Our appointment lengths are almost never 30 minutes in our office, and this would save a lot of collective time in input over the course of a year. Thank you, as always.
Delete Stage history
I made an error while posting a stage in the Potential section. How do I delete or edit it?
Change my users email
How do I change one of my sales reps email for the system? SalesSF@ should now be Ana@
Cant view emails from one of my group members in CRM contact
Hi all, I cant see the emails sent to various contacts, that were sent from one of my members of staff. The user called Rosana doesnt seem to apear and neither do the mails she sent. Is she is some way not 'associated' with the crm from her zoho mail account perhaps? I have attachedd a screen shot...
node.js api?
Node.js is rapidly becoming a popular application server. Searched for it here and found no discussions. Starting one.
Import rsform details
Hello, I would like to know if possible to import some specific information from rsjoomla. I know that I can Import details of contacts information but can we import prices and products descriptions to zoho crm ? (in quotation and invoice section) please ? ps: Excuse my English, I hope you understand my question Regards Sam
add / remove columns in ' Activities ' module.
I would like to add / remove columns in ' Activities ' module. Some fields of Lead & customer account should be added as ' Activity' modue.
Adding Custom fields to Campaigns
I am on I trial version but I cannot add custom fields to campaigns. Is that available in the paid version. Also is thir a way to mave sub campaigns that roll up a a master campaign
Formula to compare dates and then replace numeric answers with text
Hope I can get some help with this formula --- Datecomp(${Accounts.Trial close date},Now())/1440/7 --- The results of this formula in my case will be either 1, 2, 3, or 4. I need the formula to translate the answers as follows. 1 = 1 Week, 2 = 2 Weeks, 3 = 4 Weeks, 4 = 4 Weeks. Within the same formula. Anyone know the answer to this one?
"Loading" email continuosly
Under some of my contacts i can´t see the mails history. Is simply report "Loading" contienuosly under the email section I´m using Chrome and Firefox Hope you can help ? Kind regards Lars Jensen Username: cubemarketing/ cube@cube.dk
365 Outlook Re-Sync Contacts from Zoho CRM
Hi, Would someone kindly point me in the right direction. I have removed my old Outlook PST File and the contacts that were in there. I have installed Outlook 365 and have a local copy. Installed the Zoho Plugin for Outlook. Tried to sync Zoho with my new Outlook to retrieve all the contacts but the Sync is saying there is nothing to sync. Please advise how I get the Zoho CRM Contacts to populate my new Outlook Contact folder. Regards, J.
Mail Merge Send To Email
Was doing mail merge and it doesn't add the document as an attachment, is there a way to make it and attachment and not just inside the email?
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