Automatically populate an address in a potential when converting a lead?
Hello, Every time I get a new lead I fill out the address field and then, when I convert it to a potential the address only automatically populates in the contact and I have to re-enter it into the potential. The Contact is already associated with the potential at this point, however the potential does not have an address. Can any one give me a step by step of how to get the lead or contacts address to auto-fill when I convert to a potential? Thanks!
Question about Contact Roles
http://crmkbase.zoho.com/how-to-associate-multiple-contacts-with-a-potential Can the list for this be amended some enquiries there could be several people involved but are not decision makers or purchasers?
Checking whether account already exists before converting a lead?
Can I get a better way to make sure I look at all similar account names before I convert a lead into a new account when one already exists?
Restrict calendar view to each user's events
How can I restrict user's events so they can only see their own? Right now my sales reps can use the mobile app to see all events, including ALL sales rep's events, and even my private calendar, which is set up for 2-way sync with Google Calendar.
Account Column does not appear as an available column under contact when running a report
Trying to create a report where the contact by type and by county (custom field) shows company (account),name, phone and email address. Can create the report except for the company (account) field does not show up in the available list of columns. How do I get the Company (account) field to show up in the available column list?
Creating invoices from leads module
We are using the leads module to keep a database of our retail contacts and use Zoho invoice. I see that we can create invoices in the Companies and Potentials modules, but not the Leads module. Is there a workaround so we can create a Zoho Invoice right from the leads module? Mas convert the leads into Potentials, we are not really utilizing the Potentials database? Once converted they leave the Leads module and only show in the Potentials? What might the downside be for moving all the leads into
Entering notes using key strokes
Hi there, Seems the format for entering notes has changed. Is it no longer possible to enter a note and save it without having to use the mouse to click save? It's much quicker to use just the keyboard. On the previous version, after typing my notes, I could hit tab-enter, and that would save the entry. How can I save my entry now, using key strokes and not a mouse? Thank you.
How does an event (under Leads and Potentials) send reminders?
Hi, How does the 'Create an Event' send alerts in Zoho (under Leads and Potentials)? The Task reminders have the option for email or through Zoho itself. Thanks :)
CRM on Iphone
when I click on an Account I cannot create an event r task . I am listed as the administrator
Customizing Converted Leads Report
I cant find anyway of customizing the "Converted Leads Report". Am I missing anything? Thanks, Haim
Have user data included in auto response form?
Is there any way to include / pull the data the user entered on our website into the auto-response email? While it is great to get the email alert that a new lead has been generated, it would be even better if we had the lead information in the email itself to match up the email alert to the lead within CRM.
Related Lists of 10
Expected behavior: On Related Lists, the right navigation arrow should darken when there are more than 10 records in the Related List, and when you click the arrow, the next group should appear. Actual behavior: On Related Lists, the right navigation arrow goes dark when there are exactly 10 records, and if you click the arrow, they ALL disappear, including the arrow, and you have to refresh the page to see them again. Examples: An Account with exactly 10 Contacts A Potential with exactly 10 Products
integrating gmail- receiving zoho emails at my gmail account
Hello everyone I am using the free service at zoho, I would like to receive all emails that sent to my zoho account at my gmail account. However for some reasons I can't manage to do it. When I go to CRM account, I select set up and then personal settings but I cant see the email settings tab or section there. am I doing something wrong? Thank you for your time
Moving Accounts, Leads, Contacts
Is this possible within the app or does this need to be done manually?
Email Template not dropping down
I have recently created an email template under the email templates but it does not show in the drop down list. To create the Template I went to - Setup - Email Templates - then I created and saved it. Now when I go under contacts to merger the email template the drop down list does not provide any options except - None. Please help. Tracey
Cant see social tab
And cant add facebook page to my account, like is explained here To add Facebook page Log in to Zoho CRM with Administrator profile. Click Setup > Social > Facebook.
Can't add facebook account
I am trying to connect our facebook account to CRM. When I click "add account" in social settings, nothing happens.
Suggestion: Task Reminder Display
Hi I would like to suggest that you have the reminder date field visible upon accounts/potential/contacts and wherever else the tasks shows up as it is not there. I am not interested in the Due date and has no function that my company requires.
Zoho CRM Contacts Lead qualification function
Hi guys, I'm trying to build a custom function in zoho crm to determine the qualification score of my leads. So I have a number of picklist fields within the contacts module: What do you want to achieve? How much of a priority is it? What will happen if you do nothing? If these fields have a value they will add to the qualification score, If they do not have a value they won't add to the qualification score. Different fields will have different scores. e.g. if "what do you want to achieve is" has
Tracking notes
Hi there, Is there a way to track notes? In other words, I'd like to pull a report of all the records that have had notes added to them on a particular day (e.g. today, yesterday, etc.). This will help me to know how many people I have contacted over a given day or other time period. Thank you.
New Salutation Field
A new "Salutation" field has recently appeared on our CRM system but is only appearing to some users and not others - has anyone else noticed this?
Forms not submiting
I made a (few) forms that all submit if I try to submit trough a page on my computer but once they are uploaded to my website they look to submit but I do not see the information in ZOHOcrm. Any help? Thank in advance Sasha http://bit.ly/17mOF0t
IMAP not working
I just signed up for Zoho CRM after checking in my trial account that email integration works with my IMAP mail account. I got it working successfully for myself and 2 colleagues. I then went ahead and paid for accounts for 5 people. As soon as our accounts were converted to paid accounts, IMAP stopped working and is no longer available as an option - only POP3. Our mail service does not support POP3 so this is not an option. Our accounts are Professional. No response from support to my ticket, and
Workflow Rule and Alert for expiring contract
I need to define a rule that allows me to set an alert notifying concerned parties within our company that a contract expiration is approaching in 90 days and they need to renew the service agreement. Currently, I don't see a way to do this. I have created a Contract End Date field within each account. So, the rule needs to be something like Contract End Date = Today+90days. Alert is: IF (Contract End Date = Today+90days), SEND ALERT NOTIFICATION EMAIL. Please advise. Thanks.
BCC not working
We have a number of emails that are not being attached to Zoho CRM using the BCC address, Worked on the 9th and stopped on the 11th. Any advice on this? Leah Edwards
How can I update the Report Folder name and permissions
There seems to be a way only of creating a report folder. But nowhere where can the report folder be updated... Do I need to create a new one!!!???
Zoho CRM Extremely Slow for the past few weeks
and also having to keep re saving work after it has disappeared. Slowness was really bad this morning. Says loading for a VERY long time. Can support please advise what is causing this problem.
Can't add users
I can't add users!!! They receive the invention email but when they click "Join Now" they don't get access and they get "contact your CRM administrator for zoho CRM access" What I am doing wrong?
Workflow Rule suddenly stopped working
Hi there, I have been using a workflow rules which sends an email when a particular field in a sales order is updated. I have been using it successfully for over a year. Suddenly- at some point in the last 2 or 3 days, this is no longer working. I have checked the setup- the rule is still there, and seems to be active. I reviewd the rule to make sure it was OK, clicked "edit" and then saved it again to see if this would "refresh" things but still no joy. I notice there are some people complaining
Export your entire Zoho CRM data for your backup measures.
When you use the feature "Data Backup", I'm lead to a screen which says "Export your entire Zoho CRM data for your backup measures. Fee of $10 will be charged for every backup." What format does this come to me as? (.csv, ...) What is the difference between this and "Export Data"? Thank you.
Accounts and Google Contacts
I've noticed that when I create an "Account" in Zoho CRM, it doesn't get pushed to my Google Contacts. Why is that? An account has a name, a telephone number and an email. Why shouldn't this be pushed to Google Contacts?
Task Creation - New Tasks Not Available For Selection
Hi, I have recently created several new Tasks within the setup section (Workflow) and although I can clearly see the new tasks in this area when I then try to move back to a relevant contact and assign a new task none of the newly created tasks are available from the list? Can you advise what step I am missing? Kind regards Tom
If i downgrade for a short time to free version, do i loose my development / personalization ?
Two years ago I contact with a Zoho partner in spain to customize Zoho CRM to my company. They perform some development, such a botton to convert leads, with some code. Since then I have professional subscription , and I pay it every month but I do not use the CRM yet, becouse customization is not finished. I do not know when we start using the CRM, maybe in months. But in the meantime, to save some money, If I downgrade to free version, do i loose my development / personalization ? Thank you in
Help! Trying to import Paypal data into CRM
Paypal doesn't store the first and last name separately and Zoho won't allow me to push the entire contact name into one field. Is there anything to do without manually amending the CSV data every time?
Quotes: Quote Owner email and phone to autopopulate
Hello I'm creating a quote and want the quote owner field to auto populate like it does with Contact name field. It works with Account Name when I choose the Contact Name, it then automatically populates with their Contact Name and Phone Number. ${Quotes.Account Name} ${Quotes.Contact Name} ${Contacts.Email} ${Contacts.Phone} But I would like the same to happen when when I choose the Quote Owner. I would like for their email address and phone number to automatically populate as well. Anyone
Address Fields Don't Auto-populate for Vendor Contacts
There is an irritating problem when creating Contacts for Vendors records wherein the address fields for new Contacts associated with a Vendor don't automatically populate. Any Contact one adds for a Vendor has to have all address information added manually. I was told by Zoho Cares customer support that I would have to upgrade from Professional edition to Enterprise edition to have this functionality. This is VERY BASIC functionality. There is nothing remotely Enterprise level about auto-populating
Rounding problems in the quote section
Hello, Our quotes were going off fin until monday morning, and then the system decided to round to the tenth of dollars instead of to the hundreth. When we export to PDF, something has changed in zoho that messes up the pdf export. Can someone please help?
How does Zoho identify Customer in the new Activity View?
As per the above question -I'm scheduling away but no entry ever goes in the Customer List of this new view - how does Zoho CRM identify a Customer?
Report filter criteria not functioning
Attempting to create a report. Advanced filtering is not "sticky" i.e. when I select report criteria (example: Lead Source Contains F500) and run the report, the resulting report is NOT filtered and instead contains all records with no filters. How to fix?
Custom Event Reminders on Calendar
I'm trying to create organization wide events on the calendar of events that we should keep in mind over the course of the year to target, however the event reminders are limited to a maximum lead time of 2 days. We need to start selling for these events between 1 and 2 months in advance and I would like my employees to be notified when they should start contacting Leads and Contacts related to these events. How can I create a custom reminder to notify us 1 to 2 months in advance of the event? Thanks!
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