Multiple records for SalesOrder
The API help specs: Multiple Records cannot be inserted for the Quotes, SalesOrders, Invoices and PurchaseOrders modules. Is that true yet?
Converting multiple leads to accounts
How to convert multiple leads into accounts. I have lists of leads from various companies and I want to convert them all to accounts.
Cannot confirm a new user
In Zoho CRM, we had a user setup and then deactivated. We tried to setup again, but invite email to user didn't include a confirm/activate link so we deleted again. Now we have to deleted users and one unconfirmed user for the same email. How can we get this user confirmed? Or reactivate first old user account?
How to make appear Account Type in the Contact?
Dear, I would need to sort my Contacts based on the account type (for emailing with Zoho Campaigns). I'd like to do so using the Account Type field but I can't make it appear on the Contact view. It's only available on the Account View. Any quick way to link these 2? Thanks very much! Marc.
Zoho Crm AES128 Encryption
hi, I m using zoho crm api for callrecieved but when i was encrypting the parameter named as encryptedvalue AES128 Encryption its giving reply that "FAILUREEncryption error. Check the parameters for encryption." As it is given the AES128 encryption is using currenttime+callrefid+phonebridgenumber+customernumber i m also also passing tese parameter but its not working for me.So any help would be apprteciated.
default field names
can i change the name of the default fields....for example can i change the "industry" to "ind" without deleting the existing "industry" field and creating the new custom field "ind"
Link account and contact fields
Hello, Is it possible to have a field under Account to automatically populate the respective field for all underlying Contacts? Thanks, Manuel
Single User CRM Account
I'm inviting a new user to my CRM account but it says that she already have a CRM account. How can she delete her CRM account and join mine. We are using ZOHO for our emails so we only want to delete her CRM account so she can join the organization CRM.
Comma Separator
In order to make a custom number field more readable within our CRM, would like to have the number formatted with a comma separator in the thousands place. Not sure how to make this happen. i.e. Number of Meters: 53000 ---> 53,000
Customizing Field Name
So I have customized the word "company" to be "client". That change is reflected on all the modules except the leads module. And I cannot figure out how to fix this. Am I missing something?
Print filtered results not working
I can't print based off filtered search results anymore. It ends up printing something else. Please help! In Accounts/search/ filter Account Status (is) Active Billing Status (doesn't contain) collection Hood Cleaning Scheduling Status (contains) due for service I get the proper list of accounts on the screen, but when I select print it no longer prints that filtered list of accounts, it prints unfiltered results. I haven't made any changes since the last time this
Labels !!!!!
At this link: https://www.zoho.com/crm/help/miscellaneous/print-mailing-labels.html you state the following: With the Zoho CRM Plug-in for MS Office, you can use your templates to print mailing labels. See Also Plug-in for Microsoft Office And it stops
Zoho CRM - How to Send Mass Email to Accounts Only
Hello, I am trying to send a mass email, but would like to only include people who are listed in the Accounts tab and exclude the ones who are listed as Potentials. Any way to do that?
Closed Activities - Related List Column in Account and Contact
If you look at the past closed activity under the related fields in either Accounts or Contact module, you can't sort all the activity together to get a timeline of closed activity. For example, if you log calls and have closed activity, and want to see all of your closed interaction with a contact, you can either sort by logged calls or sort by closed activity, but you can't sort all of the together in descending order. This functionality is extremely important to get a full picture at a glance
Permission
Is it possible to set permission rights of the following. 1. Record owner is the only one allowed to change their record 2. Record owner can only view records assigned to him/her
Can't sign i
I have the Outlook 2013 plug-in, all installed and loaded well, I have the add-in ribbon. When choosing to log in however, it does not recognise my credentials, the credentials are correct, i log in online no problem but i cannot connect to my Zoho CRM through Outlook. DOes anyone have any advice. I have re-installed the plug-in to see if that helps but to no avail. Many thanks.
Importing prospects go into wrong fields
When importing prospects from excel spread sheet I check fields prior to import and they are lined up correctly, but when they are uploaded, they upload in the wrong field and other fields are missing completely. The name of the prospect becomes the website and the name is in title (sometimes) and email goes into website. Industry and phone number are missing even though they are on the spreadsheet and on the import list to check placement.
List of fields in filter when customizing a view
Hi Support, When customizing a view and adding conditions, the list of fields doesn't show the section header. The list of fields to add to the view itself does show the headers, which makes it much easier to quickly find the field we want. I've attached a screenshot showing the (long) list of fields. Some way to break it up would be appreciated. Thank you, Nick
Automating a workflow - excluding the woocommerce buyers
I have some leads in a workflow. I will send some emails following some rules. My question is: Whem someone buys something in my website I need to exclude this client from the worflow and put it in another worflow. How could I do that? I use wordpress and woocommerce. Thank you
Printing of Activities
Last week, I was able to sort out the certain activities such as all tasks due this week and print them out using the print button next to the search button in the activities module. However this week when I go to print, no matter the search results - every activity appears in the print preview form. How can I get this to only print the tasks which have been selected?
Converting a lead into contact and account
Hi, A small question I have not been able to find in the forums. I have a free account, and I was trying to modify some of the modules as much as I am enabled to with such version. Converting a lead creates an account (which is what I want), but also a contact (which I do not want to). I am willing to use the contact module with some other objective, so the the conversion is a problem in that sense for me. Can I modify the automation so it only creates an account but not a contact? Thanks a lot!
Zoho CRM and Zoho Support integration - view in CRM
Hello, I am been paying with Zoho Support and so far it is really showing me a great potential. I have a question regarding the integration of Zoho CRM and Support. Once a ticket is created in Support, the user can find it back in the contact view. At the moment, only the following fields are shown in the table: Ticket ID, Subject, Assigned to, Status and Date Is an option to add a different field like the classification ? With this extra column, my sales team will be able to see the actual reason
Stages
Is it possible to to create three different pipelines?
Quotes vs Orders
When you place a quote the price it shows is the price...This is correct When you place a Purchase Order the price it shows is the price...This is wrong it should be the COST. They told me you have to create a Price Book but that should not be because when you want to update a price then you have to update the price, the cost and the price list. In the Product Module there is a Price and a Cost. So if you place a Quote the system should look for the PRICE and if you place a purchase order the system
Dial by "skype" Icon / Phonebridge
I see that there is now a phone bridge for Ringcental. I can't figure out how to change the "Dial by Skype" icon to "Dial by Phonecentral" Can someone tell me how to do this?
Contact Name in Tasks
I have "Today and Overdue Tasks" on my dashboard/Home page. The name of the Contact or Lead does not show up unless I click and open the task. Is there any way to add to this view, the name of the Contact of Lead for which the task is due? Thank you.
Dropdown in Webform doesn't get captured.
Our online webforms uses a dropdown for individuals to select their "System Voltage" however the value they select doesn't get uploaded to Zoho. The new lead created, just shows this field as blank. All the other fields work fine, including the dropdown question "Subscribe to Newsletter?". Here is a link to the web form: http://www.altendc.com/dc-generators/diesel/d1-diesel-battery-charging-dc-generator.html#_inquire
Require "Create Deal" upon lead convertion
Is there a way to require the creation of a deal when converting a lead?
Contacts/Leads being deleted randomly
We are having a problem with "apparently" random leads/contacts/potentials being deleted from CRM. We have to go into the recycle bin and restore them. This is only happening with people who have Gmail synching with their CRM through the Google Apps integration, so that helps in the troubleshooting, but there seems to be no rhyme or reason as to which contacts/leads get deleted. They aren't deleting these contacts in gmail, so that's not the cause of the issue as fas as we can tell. Any thoughts
ZOHO plug in for outlook disappeared
I have had the ZOHO plug in for quite some time installed and working in outlook (2013, 32 bit). One morning, it went missing. I contacted ZOHO support and they were able to help within minutes. The following day, the plug in disappeared again. I traced the steps that the ZOHO support completed and that did not correct the issue again. Please advise. I've tried uninstalling and reinstalling with no luck.
Zoho CRM: BCC Dropbox Intermittently Working
Zoho CRM: I am trying to use the BCC Dropbox function with my Outlook 365 interface and having challenges with it. It works occasionally which is more frustrating than not working at all. The contacts and their respective emails are all in place but the email is not being appended to the lead/account. Additionally, your functionality describes the concept if the contact/email is not in the CRM system, it would create a new contact. That is not happening either. I tried recreating my BCC Dropbox
Aprroval process
Hi, in the approval process it possible don´t send email for these record? and other items for the related list? thanks and regard.
Reports in CRM
Hello, I am wondering if you can create reports in CRM such as the standard reports in Campaigns, including clicks, openings, unsubscribes etc? And if so, how? Best wishes!
How can I link incoming emails from my contacts and leads to them ?
Hi, I can't imagine that it isn't possible to my contacts or leads. for example: I have sent an email to a sprecific lead/contact, and when he replies I want to be able to see it under this specific lead/contact. How do I do this.
Cant find the microsoft outlook plug in on the App section?!
I wanted to install the Microsoft Outlook plug in although I cant seem to find the option. I went into setup, opened aps, and then other aps although it only shows me the mobile ap option. Is this because I'm a free user? Thanks
Changing in names
Whenever I write a name called "Jacob" in Zoho CRM, Zoho changes the name to "Truecob". How can you fix that?
Zoho CRM and zoho support - Products
Hello, I integrated the Zoho CRM together with Zoho Support. I am surprised to see that the products cannot be integrated and synced between the two apps. In my opinion, if we sell something through CRM to our customers and create invoices, this should be also normal to have the different products lines integrated between the two apps : if you have to maintain to separate list, you will notice gaps and gaps mean error in reporting issue. As the Zoho CRM Plus states is truly customer centric, I would
How to auto fill a field from the client under which the contact is added.
For example the client name is added automatically when adding a contact to that client.
Ipad registration for CRM or Campaigns
HI, I am wondering if there is a way to create an ipad registration form? With fields that correspond to Crm fields (limited) and would sync when connected to Wifi. The app would need to store the data when offline. I am a realtor and would like to register people who show up to an Open House.
Saving excel modification in Zoho
Hello, Is it possible to save modification made in Zoho sheets editor ? I can export or pint but cannot find how to save. The sheet was originally created in Excel Thank you, Jacques
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