Have email show up on CRM account main page
We are interested in having ZOHO show the emails between our staff and the client on the main account page in the CRM. It is not useful to have to click on contact, then click on email, to see the emails. A brief line that we could click on to see the remainder of the email via a pop up is what we are looking for. Please let us know quote/time. Thank you
field entry that creates a chart
Hi, is it possible to create a number of fields that outputs to a chart (see below)? What I am trying to do is enter a set of information that we can refer to later. ie. what did they do in the past? is this possible?
No puedo exportar mis contactos
Hola, He intentado exportar mis contactos a través de administración, exportar clientes. Pero el documento excel se me descarga sin separar mis clientes, y sin separar cada uno de los campos. Así es como se descarga. Necesito una solución urgente. Gracias.
Company name displayed on Home tab when viewing tasks
Trying to evaluate this program. Are you able to customize the Home view to show the company name rather than lead name when listing tasks?
Share information with a new member whom you invite
Hi.. I want to know how all the information that i have on zoho can be shared when i invite a new person to join.
Creating distributors for manufacturing companies
Hi, I would like to know if it is possible to create a figure of distributors that receive a merchandise under the figure of consignation and only pay me when our final costumer buys. I know that i can create opportunities but this ones would only be won if the final client buys but what if the distributors is the one involved. Than you.
Read only option based on stage selection in CRM
Hello Team, I would like to know if there is an option where after choosing a particular stage in CRM the potential automatically turns read only. In this stage the general users should not be able to edit the potentials. However, admin users can do so. Thanks & Regards, Divya Sundaraju FundsIndia.com
manual adjustments in terminology
Can I manual adjust: In the account or lead information ; "the Industry" if the industries listed are not matching our business. The "stages" in the potentials, if the terminology is not matching our business. Thanks for your help.
Auto Deletion of scheduled calender events once the schedule time passes.
Question Hi Ishwarya SG Hello! Welcome to CRM customer support Hello Dustin1 How can I help you? Dustin Odom I was wondering if we could disable the deleteing of any scheduled calls in crm calender. Meaning if I schedule a call at 2:00 P.M. and forget about it; I never know about it because zohocrm automatically removes it from my calender. MAybe implement some sort of status on a scheduled call. Ishwarya SG We do not have any feature to keep track of the scheduled call. You can make use of the events
Zoho CRM to weebly
Hi there, I have created a module in CRM which I would like to make public on my website (Weebly) have done this easily in creator is there a similar way in CRM? I am using a Potentials module Thank you
Tagging a person in Notes of CRM - Permission Denied to view
A few days ago we started having an error. When a person is tagged in the notes section of the CRM an email is generated. The person receiving the email (who was tagged) is unable to click the VIEW MESSAGE and actually view the message. They get a Permission Denied Notification. What changed, and how is this fixed? Thank you, Kim See screen Shot
Error 4600 Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter.
Hi, I'm trying to insert records in the Contacts module, but all I get is this 4600 Error. I've tried inserting just First Name and Last Name, but the error is still there, so I think is not related with my fields. This is my code: <?php $url = 'https://crm.zoho.com/crm/private/xml/Contacts/insertRecords'; //campi contatto: riempire con i valori reali $name = 'name'; $id_facebook = '0'; $username = 'user@mail.ext'; $password = 'encryptedpass'; $surname = 'surname'; $data_di_nascita = '2/6/1983';
Mail Addon issue
Hi, I am trying to make the mail add on feature work without clutter. The issues is that all emails from the contact are being listed in every opportunity that contact is involved in/ linked to. I want to filter out the emails that are not relevant to the opportunity. It is ok to have all the mails of a contact under in the contact module. But under the opportunity it shall show only the relevant emails. Is there a way i could do this? Atleast if I could manually assign or amend the listed emails
Custom Lead Layout without duplicate information
Is there any way to configure the Leads page (and probably other pages) without duplicate information? What I'm seeing is the lead first name and last name in both the Lead Information section and the top section. I'd also like to move the Lead Source and Lead Status to the top of the page elements and remove it from the Lead Information section. Is this posit;e?
HTML Template
Is it possible to do a HTML template in my Zoho CRM setup as I do in Zoho Campaign ? If yes, how can I do ?
Seeing Campaign Member Status in Lead View
Our callers use custom lead views which are filtered by Campaign and other criteria. They have everything they need to make the call, except Campaign Member Status. Currently they have to open the lead, scroll to the bottom of the lead screen to see what the campaign member status is before they make the call. Is there a way that we can add Campaign Member Status to the custom lead view? I am able to filter by campaign but none of the other campaign fields are available to add to the view. If
Webform and lead assignment issues
I have created a webform and the rules to allow the different users to be assigned leads on a round robin basis. Firstly, I am having problems with the actual webform. When I complete the webform on my site and fill all sections a short while later the lead is added successfully. However, when I view the new lead I cannot see the phone numbers or title that i entered on the webform, i can only see the names and email plus other automated data like the URL...etc. How can this be fixed? Secondly,
How to merge the Zoho Mail with the Zoho CRM???
We need to have an integration between the Zoho CRM and the Zoho Mail, how can we achieve this?
Will workflow execute on zoho creator new lead creation
I have a zoho creator application that creates a new lead in zoho crm. It seems that when it creates the new lead in zoho crm the workflow rules that should trigger do not. My work flow is setup to trigger on lead creation. Despite this, the work flow does not seem to execute after a new lead is created from zoho creator in the crm. Is this a flaw or have i made a mistake somewhere that im not aware of? Will a workflow trigger when creating a new lead from zoho creator in zoho crm? If this is not
Custom Function Help Script
Hello, I have a question: My business model is B2C, in the module accounts I store my business offices available. The contacts are related to offices, by custom functions I need to make a script to do the following: When I select a parameter of a drop down menu of the contact module I want to automatically assign me an office. For example: List of Office: Office 1 Office 2 Office 3 (Module account) Pick Field list: volume (contact module) Options Field: 100 200
Industry Type drop down list
Hi there, How do I amend the Industry Type drop down list in an Account? Thanks Julie
I would like to change my password and I don't know the process.
... could someone to help me ?
Alphabetic index list on Accounts and Contacts screens
Is it not possible to display the alphabetic index search list - currently shown at the bottom of the accounts and contacts screens - at the top of the screen as well? I search with 50 records per page displayed and have to scroll down to the bottom each time, which seems unnecessary.
Certain products not visible to certain Zoho CRM users
Hello, I trying to figure out how Standard Zoho CRM users cannot see certain products listed in the product category. Currently, we have entered a product with vendor prices, and the same product again for customer prices which is causing some issues... When a Standard user creates Quotes, it makes it confusing as they could easily add the wrong product (vendor price) to a quote for a customer. I'm therefore wondering if it's possible for only the Administrator to be able to see the vendor products,
Inherit Field value
Hi, I have a custom picklist field, account type, under accounts. When I create an opportunity, can I have it inherited over to a custom picklist field in opportunity? Thanks, Weihan
Mapping Child Fields in contacts module
Hi all, I am trying to get my contacts module to automatically fill in corresponding fields such as address, phone number, phone, etc. when selecting a parent "account" using the lookup function. Any guidance is greatly appreciated. thanks, Bram
Update Date Field
Hello I am trying to update a field with a date. Sounds simple enough, right! I have a field named “Lead Type” with two options Low Priority and High Priority and I would like to update a field named “Closing Date”. I would like to add a date to the field “Closing Date” dependent on whether the “Lead Type” field is set to, Low Priority or High Priority. I am trying to set: (“Lead Type” = Low Priority) set (“Closing Date” = Today’s date + 5 days) (“Lead Type” = High Priority) set (“Closing Date” =
Strategy to handle multiple types of contacts
I'd like advices on best design strategies within ZOHO CRM, in order to manage Multiple types of contacts with specific info on each type. As a lead or Contact Forms are the same for all Leads and contacts, and there is no subforms per type as it could be done under ZOHO Creator , what's the best way to approach this issue and keep on using ZOHO CRM native features. For example is it better to create different sections in a form or create custom modules. An example could be in a real estate business,
Merge ${Contacts.First Name} in Template...
Hi, When I copy and paste the available merge field which is Contacts/Contacts First Name/${Contacts.First Name} copy and paste that into the body and go to Contact/Send Email and select the Template I just created that contains ${Contacts.First Name} nothing changes. What do I do? Kindly, Thomas
import for the first time
I imported Leads, Accounts, and Contacts today. I am the Admin but I can't see what was assigned to Terrah, the other sales person. I did FIRST import without putting the proper Username in the import file, so I had to delete out all the Leads so I could import again (given we just started and are on the FREE platform, so no overwriting offered). I need to: A) see the accounts assigned to Terrah B) ensure that all the contacts got uploaded, when I click on the confirmation email, it says that "7
Newbie Question: what is "alias" field for in Company Details?
In Company Details under Organization Settings , there is a field named "Alias". What is this field for?
Need Two Account Owners
I have different sales staff for beer and wine, and both call on many of the same accounts. I would like them each to be "owner" of these shared accounts, based on their login. I cannot find this function. My workaround may be to have two accounts for every client, assigned to different owners. I would name them as "--Beer" and "--Wine." To do this, can I clone all of my accounts easily? Is there not a more elegant solution?
WorkFlow Rule for Task Module not Triggering
Hello everyone, I'm trying to set a workflow rule for the Task Module that triggers when the due date is today. If i get it right, the 'Execute Based on Date Field' would suit this purpose just fine. So i've set the rule to execute on task due date and also the time of execution, but usually when this time comes nothing happens. I don't have any criteria specified for i want this rule to apply to all my tasks no matter what, and i made sure that a few instant actions were in place before waiting
Zoho Quote Product Title
Hi, When doing a quote, is it possible to view more of the product title? Reason I ask is that we have multiple products that are very similar and we will use the same starting description. When adding to a quote, you can only see approx the first 25 character [......................... ], which in our instance could easily lead to the incorrect item being added, or missing that its incorrect as it not visible until you click on the title and scroll across or export to a template. "[A Manufacturer
I would like to create a shortcut to a specific report
Is there a way to create a shortcut to a specific report. Similar to how templates work for emails, when i'm on a contact or an account, I would like to run a quick report that pulls specific info from the account (or contact) rather than going to the reports module and finding the report then changing it to pull specific data. Thank you, Boris
Syncing CRM Notes to Google Contacts
Hi, I'd like to sync my Zoho CRM contacts to my Gmail Contacts and understand how to do it through the synchronization settings. The only question I have is how to map the Notes section for each Zoho contact to a custom field in a Gmail Contact. Is this possible? Thanks!
Help screens
Does Zoho have a help screen anywhere I can just type in a question and find the answer? We are brand new and just started using the program and have lots of questions as we are setting up and not sure where to turn to, to find answers.
Product information view under Accounts
Hello. I have setup my Products page to show the main fields i want to see. It does this in my search as well. But, when I go into an account and scroll down to where the products are, I am not seeing the fields i want to see. How i can change the Product Fields that are being shown when I am in the Accounts module. I hope i'm asking this correctly. We really need to see the Serial Number field when looking at the account. Thanks, Matt
how do I
how do I in accounts option appears all my e- mail exchanged between the registered e- mails incluive the I cared gmail ?
What is the best business card scanner app that works with Zoho CRM ?
1. Looking for a recommendation on what is the best app that I can use to scan a b-card and have it load into Zoho CRM ? 2. If you have more than one b-card from a company will the app automatically add the contact under the same company? Please advise Tom
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