Email Alerts to Registered Users Failing
After failing to get a response from my ticket submission and my email to support, I'm hoping someone on this forum might be able to help: I am trying to recreate a workflow similar to that described in the online documentation. My scenario is as follows: Record Type: Potentials Execute On: Edit (First Time) Rule Criteria: [Stage] is set to “Closed Won” Instant Action: Send alert email to registered (active ZOHO users) that includes details of the win Instant Action: Update [Close Date] field
Where to log meetings?
One of our users made an in-office face-to-face visit with one of his contacts and returned with a good question on how best to log that meeting into the CRM. Under the Quick Actions, we can log a call, event, task, etc., but we can't seem to find anywhere to log a simple meeting.
Print Account Information
I'm trying to print out information for 1 account. When I click on the "more actions" menu and select "print preview" it shows the account information on a scrolling page. When I print, it only shows what is visible along with the scroll bar. Doesn't print the entire contact card. Am I missing something here? I can't use a scroll bar on a piece of paper.
Copying the amount field from potential to an amount field when a deal closes
My client asked me if it would be possible to insert the amount field from the Potential module to a new field on the Accounts module when the deal closes? I am not seeing a way to do that in Workflow. Lanny
Ch\anging accounts into vendors
How do I change an account into a vendor?
Documents Upload to CRM
Hi, I wanted users / my contacts to upload Documents to CrRM and these should be available for my backend team to view when ever there is a call / support ticket from them. I will like Support to Zoho CRM.
I would like all users tossed from the same email address by default
I would like all users to send from the same email address by default when sending an email from Zoho, using the Zoho mail system. But currently it always defaults to the users email address which we do not want to be seen externally.
One Potential stage shows up twice in reporting due to extra space, not sure how to solve
Hello, We use the Zoho CRM Potential module to track jobs, and it's a very important part of what we do for tracking. For some reason, the Stage called "Generator - Appt Set" shows up twice. A second time, it appears an additional space is added. Stages Example below when I export to excel: Completed and Invoiced 24 Completed, need to Invoice 1 Generator - Schedule Inspection 16 Generator - Appt Set 5 Generator - Appt Set 5 Generator - Deliver Generator 3 Generator - Need Pad and Permit 14 Generator
Mass Emailing: Tracking Sent To
Two problems: 1) Your mass email function does not track who emails are sent to (it tracks total sent by day but not a list of who its sent to). 2) In the Mass Email Leads tab where you select the recipients, (i.e. I selected "My Leads") the list is not sorted the same way as if I go to Leads > My Leads Instead, you have to search each record to document who was sent to so that I don't send a duplicate OR leave anyone out. OR am able to update as "Attempted to Contact" Please provide a fix so I
Account to Potential
When importing accounts is it possible to change an account that imported in to a potential?
Assistance Required
HI, Please could i get assistance with CRM, i have changed my employees role to standard with the option to view and create new contacts but are unable to view my companies contacts. Please advise... Thank you
Searching accent marks
Hi, this is just a suggestion we think could be useful for no-english users. Spanish speakers have accent marks in our vocals and when we search, for example "Raul", with zoho search enginye it won't match with "Raúl". Google does this kind of match but zoho crm search engine doesn't. It could be possible?? Thanks!
payment
how do I confirm my account is set up for monthly payment and confirm my credit card?
Custom Modules and Contact Module integration = Contact lookup field populates custom module address fields?
Is it possible to have a Contact Lookup field in a custom module populate the data i.e address fields/name fields from our Contact Module? If so how do we achieve this? Thomas Pursifull
Why no Feeds or Tags in ZOHO CRM Contacts versus Zoho Contacts
Both feeds and tagging is available in the free version of Zoho Contacts. Why this is not offered for Contacts in ZOHO CRM. This will be very useful when you operate from Android Phones.
Not confirmed
I have sent an invitation to a new user in our company, however she receives the email notice advising her she has been invitied but no link to confirm her user status. What am I doing wrong?
REPORT for customers, who didnt order within X days
Hello World. I am losing my hair on this one- I am trying to create a report, which will show me customers who didn't order within X days (or didnt receive an invoice within X days). Did anyone of you succeeded with such a report?
Google Contacts Sync
Hello, I set up the Contacts Synch with Google Apps. Select bi-direction sync. Two question: I blank some value (es telephone number or email) from Zoho CRM, but in Google contacts I still keep the previous value. Seems that syncronization only work if I change a value, but if I blank the field it doesn't work From documentation I see that the key used for mapping contact is the email ((primary email field in contacts) in Zoho CRM and Email (Work) field value in Google Contacts). Anyway if I change
Google Apps for work and crm zoho
if i use Google Apps for work how can i upload the Sent and received E-mails from my E-mail ??? and if there is any features when i use Google Apps because i saw your company in this link: https://www.google.com/enterprise/marketplace/categoryHome?categoryId=7
Outlook Plugin won't log in
I just got the Outlook plugin for Zoho CRM. When I go to login, it will not recognize my username and password. I tried both the email that I used and the Zoho username multiple times. Nothing I have tried will work. Help? Blake
How to get Lead names to appear in some reports
I'm trying to pull a view or report of all open activities/events, but on the Activity view the Lead name does not appear. If I pull the Acitivities report , only Contact names appear. I've tried to customize all to no avail....any ideas?
I'm an Independent sales rep and need a solution to track my "Leads to Accounts" sales progress among multiple (9) brands/companies???
I'm an independent wholesale apparel sales rep and have just started using ZOHO for my CRM needs. I currently represent 10 brands/companies and trying to figure out the best way to manage them from the Leads to the Account stage. Is it possible to setup each brand as a Territory within ZOHO? If not, what do you recommend as a good alternative? Many thanks for any suggestions!
Zapier with Zoho Subscription
I've created a Zap to connect Formidable Pro with Soho Subscriptions. When I try to test the Zap I'm receiving this error: JSON is not well formed. I've contacted the Zapier support team and they told me this: Jumping in to help here. I believe the issue lies with this field here: https://zapier.cachefly.net/storage/photos/37b3d554e31ccaa29de14d21ba6727a6.png You'll need to sub "TAX ID" for the index of the custom field in Zoho Subscriptions. This is likely an integer that refers to the TAX ID custom
Purchase Orders creation
I note online that Purchase Order creation appears under the Zoho CRM module. Is this separately licensed? I cannot find this module. Thanks
Sync Inventory
Is it possible to sync my inventory on my website with inventory in zoho?
forecasts changed
Hello, My administrator has accidentally changed the forecast from Monthly to quarterly and with that action deleted the forecasts in the system. Typing in the forecasts again is not the main problem, the main problem is that i do not know how it happened and i do not know how to switch back from Quarterly to monthly forecast. Regards rene
Account is Currently Not Active
Whenever I run a Custom Function It Give Me an error either "This Account is Currently Not Active Error Code 4101" Or "Invalid Ticket ID Error Code 4834". Please Assist Me on this as soon as Possible.
Parse string query from webform to non-zoho webform on thank you page
Hi everyone, I have a prob I need some guidance with: we have a zoho web form embedded on a site to capture user enquiries. We need to parse the string query from the completed web form into a NON-ZOHO webform on a different page (thank you page) as pre-populated text. This is so same user can opt-in to a third party marketing offer, and to save them from having to re-enter their details. Does anyone have any ideas around best way to do this? Thanks, Darren
Using Google Chrome to Print
It prints very small when I use Google Chrome to log in. IE seems to work fine for the printing. Any suggestions?
Force Update of Expected Revenue through custom function
I have created a custom function that when coupled with workflow rules will take the amount of a quote that has been marked as "closed won" and update the amount of the related potential to match. The workflow set also updates the potential stage to "Win" and the closing date as today's date. What I have noticed is that even though the amount has changed and the probability has been increased to 100%, it uses the old Amount for the calculation instead of the new one. Is there a way to have it force
CRM Zoho Mail Add On Users
How do I enable, disable Mail Add On Users now? Also, when I go into the Setup, Mail Add On Users, it simply shows my name. No selections to control the subscription, etc. There used to be an area in setup where you could select which users had access to certain features. Now there is not. This CRM/ email feature is poorly integrated. Email is a vital part of CRM.
Make exact copy of a zoho installation
Here is the scenario: I have one Zoho installation which I want to duplicate, including attached files, messages, basically - all of it. At the moment, all accounts in their respective 'countries' running in one CRM. I spent some considerable time to 'fine-tune' the current installation. Also, almost every account has files attached to it. It would take a long time to export, fine-tune again and so on. The fastest way is to duplicate to a new zoho CRM with a new login, company, etc. I would then
Duplicate results in Reports
In some of our reports within our CRM it shows duplicate entries which makes things confusing. It is an "Account and Contact" report where the Account Name is the main thing we report on. When we generate the report it shows me say 10 total accounts for this month, but often times 3 of the 10 are the same account. Not sure why this is??????? Please help!
Zoho and Drupal integration
Hi there, Is there a way to integrate Zoho and Drupal 7 cms? We have a drupal site and we want to integrate it with zoho crm (2 ways sync). let me know.
Different prices for different customers
Dear Zoho CRM team, Is it possible to have more than one unit price? we have different prices for different customers and price is listed on the Sales order rather than on the product, I can only see that it is possible to have only one price per item in Zoho. Can you tell me if or how Zoho provides this facility that I require? Many thanks in advance,
Overwrite Leads creating duplicates
I wanted to test the overwrite function when importing leads in to Zoho CRM. I first imported all my 500 leads, and everything was created as it should be. I then went on to "Import Leads" again, and selected the spreadsheet again, believing that as nothing had changed, it will say that no records created or updated. However, even though I have selected "Overwrite", it creates another set of 500 records. It is exactly the same spreadsheet, so it shouldn't be doing this. Any ideas on why this is happening?
Potencial module
Hi guys, is it possible to copy modules? I want to create something exactly like potencials, but i can not duplicate it. second question - can i choose with every new contact and oportunity... who can see them. I mean, if i want to create contact as a CEO but i dont want managers to be able to see it, can i chose for the contact to be visible only for me? Or do i have to do it for entirele module?
How to move data/contacts from "Potentials" to "Accounts"?
Hi, I want to convert my contacts from Leads to Potentials, and then move from Potentials to Accounts. First question: When converting from Leads to Potentials, if I just want to convert my contact to Potentials, is the one more new record in "Contacts" mandatory? Can I just move data from Leads to Potentials? I don't want to create unnecessary records in the sections I don't intend to. Especially the Second question: How could I move data/contacts from "Potentials" to "Accounts"? I can't find
Custom field - Formula with dates.
Hi All, Very new to Zoho although pretty well versed with other CRM products. As part of our migration process, we're testing specific areas of functionality. On our old CRM we have a simple date formula explained like so: Start = 01/01/2015 Finish = 10/01/2015 Difference = +9 Days Is under 30 days? = YES The above set of questions help us establish a client has performed a specific task within a strict 30 day time frame. Only when the client exceeds the 30 day limit is it of interest to us. If not,
User visibility of other users
I am using Zoho CRM with Territory Managment in an attempt to make the CRM become a PRM (Partner Relationship Managment). So far, it works exceptionally well, and has some excellent features (Call logging on the Android ! Superb) However I am missing two final aspects: 1. By default, stop a user in one Territory being able to see a user in another Territory (visible under when changing Owner on any section). Possible ? 2. As we are a global provider, we occasionally need to share an Opportunity with
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