Accounts -> Contacts
In the account profile the list of contacts is given, which contains up to 10 contacts per page (within particular Account). When I have 20 or 30 contacts, I will have to use (pointer) button to see all contacs which belong to 1 account. Question: how do I make all (upto 20 or up to 50 or upto 100) contacts on 1 page witin Account? How do I get report of Account profile: i.e. of a separate account which containes all data within Account profile, including all contacts bound to the ccount? thank
how to convert leads into contacts
Hello, I have had a few different data entry employees who have not always placed our contacts into the "contact" section but instead have placed their data into the "leads" category - is there a way to move or convert leads into a contact without creating an account? Thank you
Auto create Potential from a Lead
Is there a way to set the 'create potential' checkbox to 'yes' when converting a lead?
Best way to send note to Account Rep
If an inside sales rep wants to an outside sales rep through an email notice about an important development on an opportunity, what is the best way to go about it in Zoho CRM? I've considered adding a note to the opportunity but this does not send out an email notice. I've considered adding a workflow trigger on the notes field but I don't want there to be a notice sent on every note. I've also considered creating a task but I don't want to add to the reps already full task list. I want the notice
Want to Create Webhook
Hi Support I am new bee for ZOHO CRM Webhook Automation.My requirement is when new user registered I have to save user information in Webhook leads...When this new user upgrade membership I have to update certain fields in created leads on zoho. Could you please advise.How to handle this flow..DO you have any documentation for this?
Outlook Sync
can Zoho CRM be synced with outlook. we are also running an exchange server
API getRecords method with lastModifiedTime doesn't work in some cases
Hi , We are using getRecords method in order to fetch data from our CRM account. In particular we are using getRecords with lastModifiedTime paramenter in order to fetch records in delta mode as you explain in your documentation: https://www.zoho.com/crm/help/api/getrecords.html#e2 Now the problem is that in some case the delta extraction doesn't work and some records that we have certainly changed are not fetched. We suspect that this happens when we change the values of individual fields without
Search not finding contacts
Hi We have suddenly found that leads / contacts etc which we worked on recently are not appearing in the search results. But if we load the same client as a lead, and convert the lead to a new potential, CRM picks up the contact. So it seems that the search function is not finding the contact, although the data is on CRM. Is anyone else having this problem? Is it a general issue that Zoho is aware of?
Como quitar los decimales en el detalle de una cotización
Hola a todos, bueno soy novato en el uso del CRM y me gustaría que por favor me dieran una mano explicándome como hago para desaparecer los decimales que en la imagen adjunta relaciono, ya que he mirado en el modulo Cotizaciones (Quotes), no me deja modificar los campos para quitar estos decimales que no quiero que aparezcan en la impresión de la cotización. Agradezco mucho su ayuda con el tema.
Personal Settings
I am starting to configure my personal setting but I need to change my professional function mistakenly assigned when registering for the first time. Can anybody help me on that? Thank You in advance. Acacio Costa
Getting a report on notes
Can you set up a report that shows the notes that have been added to accounts by date? My staff are adding notes to explain what they have discussed with clients in face to face meetings but I can't find anywhere to get reports on this.
Mail Merge Issue
Hello, I have created a mail merge template for welcome letters that we send to all new customers. I was having a problem with the information not populate the various inserts but found it to be the browser I was using (Chrome). No I have stumbled across another issue, we have changed the Address fields from Zip and State to Postal Code and Province as we are in Canada but when I try to do a mail merge insert on my template it will only give me <<Contacts_Mailing_State>>. When I try to do the
Is there a 'task completed' tick box etc for when tasks have been done?
Some tasks have now been completed ahead of the due date which the user originally set. Is there a way to remove the task from the activities module log to say this has been completed?
Customizing quotes
We just switched to doing quotes on ZOHO and we want to be able to reflect savings on the quote. However, it seems that there are default fields (i.e. Terms & Conditions or Description) when creating a quote. The frustration is that we don't need Terms & Conditions on our quotes and Description doesn't show up on the PDF when I export it. When I tried adding a subfield for Savings to T&C or Description, the text box was one line and limited characters...and still didn't appear when exported as a
Populate Existing Customers with Web Form
I would like to build a webform that I can send to customers so they can fill in their own information. Is there a way to do that?
Buttons question
When I create a custom function in Zoho CRM, I can create an argument for the Account ID. The function editor shows "int AccId". When I try to create a custom button and I want to associate a custom function to the button, the Account ID gets passed as "string AccId". Of course when I try to work with the Account ID, I get the usual BIGINT error. This seems to be a discrepancy. Am I wrong? How can I convert the string Account ID into a BIGINT? Should I have to? Thanks!
change primary email ID to deleted user email address
I have followed your instructions to change my primary email address by deleting an existing user with the new email address tony.james@resolutiondm.co.uk then creating a secondary email address for tony.james@resolutiondm.com and then making it the primary address but it then says that the .co.uk email address already exists. Any ideas? Cheers.
Adding Contact and Account Reference Fields
Hello - I'm trying to create the proper relationships in the CRM. I have a Parent Company (PC) I have 500 Marketing Managers (MM) I have 2500 Properties (Prop) that they manage 1. I created an Account for the PC 2. I created an Account for the Prop 3. I created a Contact for the MM 4. I associated the MM to the PC Problem: I need to associate the Prop with a MM Q. How do I get a field on the Prop Account to connect a MM? Q. Conversely, how would I attach 1 MM to multiple Prop? My preference would
B2C vs B2B
Hello, I'm thinking about using Zoho for a B2C solution. It looks like that is possible to setup, I think by making the Account field optional. There will, however, be some accounts that I do want listed as Companies. Will that still be possible if setup for B2C? Also, do lead gen web forms still work for B2C? In general, I'm interested to hear from any of you using Zoho for B2C regarding your experiences. Thanks, Jeff
How to implement a Sales Force
Hello, I want to associate my organitation Sales Managers to each Account in Zoho CRM I don´t want to use Territories, not needed actually, the asigment is a bit handly. I have a person in my organitation that it the responsable of creating Accounts, this person is the propietary of all Accounts. When the Account is created, the Sales Manager assign the Account to a Sales Manager. How can I do this assingment using Zoho CRM?? Best Regards, Unai
How to create a Lookup Field for assigning sales managers to accounts.
Hello, I want to create a Lookup Field in Leads and Account to be able to assing some of my company sales manager (zoho crm user in my organitation) to each Account (Customer) It is something like this: This is implemented as a standar in Zoho CRM Lead Owner Lead Owner Select the Zoho CRM user to whom the Lead is assigned. Lookup - I need to do the same but not assigning owner, I need to assign Sales Managers. Regards, Unai Mata
Using buttons feature to update record with capitalised name and address
Hello Is it possible to use the new "Buttons" feature to capitalise (proper case) the name and address fields on contact records? If this is possible a walk through would be really helpful. Thank you Graham
Integtration with zoho CRM for multiple domains in one account
Good day! I would like to know how I can integrate multiple domains ( currently from UNBOUNCE) to one ZOHO CRM account. I would like to have separate leads and contacts collection. If I integrate with the existing API Authtoken I will have all the contacts put together, what I do not want. Thank you in advance
Conditionnal color in view
Hello, do you add in your roadmap the possibility to color line in view according to values ? Thanks you Expert Zoho CRM & Google Apps France
error de traducción / translation error
Informe/Report->Crear Informe/Create Report->Seleccionar Módulos/Select Modules Ingles/English: You cannot select more than 3 Related Modules Español/Spanish: No puede seleccionar más de 3 usuarios relacionados Debería ser / Should be: No puede seleccionar más de 3 módulos relacionados
Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter
I am trying to use the insertRecords method of the crm api. I am passing the xml in the url as suggested in other posts I came across. This is the code that I am using (I changed the first 7 byts of my auth token to start in the example - I am able to execute a getRecords so I know my auth token is correct): Dim url As String = "https://crm.zoho.com/crm/private/xml/Leads/insertRecords?authtoken=*******16f2eac78e269f1648eb4a93c&scope=crmapi&xmlData=<Leads><row&20no=%221%22>" Dim xml_string
how to upload data from 1c to zoho crm?
how to upload data from 1c to zoho crm?
How to get rid of "via Zoho crm" at that follows your email address
When i send the email via Zoho crm, it will show the recipient that it was send by <email address> via Zoho crm. Is there a setting that I can get rid of that?
De duping double entries
I managed to import the same set of contacts twice and now I have 1 set of records with 2 contacts for each person. Any idea how I remove duplicates? Thanks Mike
Leads vs Potentials?
Hi, Just started using Zoho CRM, and I'm a bit confused about what to use for most our sales enquiries. Leads or potentials? Whats the difference? Whats the benefit of using one over the other? I've just removed half of the modules from the navigation as it's a bit overkill in our opinion! Chris.
Import Limit
Hi, We start using Zoho CRM and actually using Professionnal Edition. I've seen about limit of 20 000 for import Data and i would like understanding what mean this limit exactly ? We use French setting language. When we use import option for leads, it tells us that the limit is "20 000 par lot" that we understant as "20000 max for each treatment (file)" Is it how it works ? Or the limit is for a day ? I can't imagine that limit is for all our company for ever... no ? Thanks for your answers.
Reassign notes & activities for a contact person that leaves the organization
What are you doing in such cases? I have created notes for contact persons about phone calls and meetings. And now this guy is leaving the organization. The notes are part of his old company and I want these notes to be reassigned to his successor. Is there a way in Zoho CRM to do this? Or what are you doing to prevent this from happening? Thanks in advance !
Views Zoomed In
Please help, I did something that made my views zoomed in, now the information for Home, Leads, Accounts, etc is large and does not now fit on my screen. How do I correct this issue?
Importing Contacts - Overwriting
I am trying to batch update contacts with one of a drop down field by creating a csv file with just account name, first name, last name and the drop down field I am trying to change. Before importing, I choose the overwrite option, however instead of overwriting the existing contact, it creates a completely new one with just those 4 fields specified. How do I overwrite existing contacts with just one field from a csv file? Thanks
How can I adjust the contact listing under Accounts? I'd prefer to see job title vs fax# etc.
Under Accounts contacts are listed, but some of the columns are not useful to me, e.g. fax#. I'd even remove Mobile# in favor of job title. Is there a way I can adjust the columns that display in the summary contact listing?
Potentials Report
Is there a report that shows all the potentials, including the wins and losses, and allows them to be charted for tracking purposes? I have looked and cannot find one that has them all. Thanks
Externally Created Form integration
How to integrate externally created webform data into zoho crm? Need help with writing the php script.
Renewal setup in Zoho
I am in the insurance business. How do I set up accounts to show renewal dates for current clients and for prospects. Also, some clients have multiple products with different renewal dates. How do I set this up in Zoho. Thanks for your help
Email via Gmail not Outlook Issue
Hello, I have setup my Gmail integration with Zoho and I can now view my emails within Zoho. However, when I am in an account or contact and click on their email, I get a window telling me that Outlook is not setup. Why if Gmail is set up and activated would it be telling me that Outlook is required? Any assistance appreciated. Jaques
Charts and dashboard problem
reports OK but chart say "no data available"
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