Mapping Fields Account Name in Leads to Account Name in Potentials
I am trying to map a custom field (Account Name) that I created in the leads module to Account Name in the Potentials module. Both are set up as Lookup fields. When I use Map Fields to map Account Name in Leads to Account Name in Potentials, Zoho won't allow it. To me this would be a basic requirement so the user does not have to reenter the account information. Did I overlook something or am I doing something incorrectly? Thank you. John Galich
Tracking monthly revenue from client subscriptions?
we have two sales models, one is a one-off fee for consulting services which seems pretty easy to forecast and report, the other which is an ongoing retainer which doesnt seem easy at all... is there a simple way to set up the CRM so my sales team can forecast opportunities which will result in monthly retainer revenue?
" Modified time" should be stamped when adding a
Hello, It is very important o be able to filter leads and accounts based on notes being added to them . Currently, the "modified time" works when modifying a field ( though not in the ajax mode) in the usual fields, but NOT when notes or attachments are added. Considering that adding "notes" to a lead or an account is something likely to occur frequently, it is important to monitor this " adding notes" function. We need to be able to create a report or a view based on which accounts or leads gets
Field update doesn't work on Field edit - only works on Form edit
I created a Field called "TA Rep" in accounts. I created a workflow rule to trigger on Field update.... Now, when I click the edit button that edits the entire form/record, the workflow fires and runs correctly. However, if I click the little "edit" link for just the field and edit and save it, the workflow does not trigger. Is this the design?
"Owner" when creating a new Potential
We have a few consultants that we do not want to have access to our Zoho database but do write proposals on occasion. We want to have them listed as the Potential "owner" but are only able to choose from active users. Is there a way around this?
Outlook plug in account look up
When I click on Search and Add email, why don't I have the option of attaching the email to an account? The only options are Potentials, Contacts, and Leads.
zoho crm with zoho mail integration? zoho mail add on
Hello: I have a CRM account and a zoho email account. I cannot figure out how to add the Zoho Mail Add on for CRM & Zoho Mail integration? Any suggestions? THanks
PNMSoft integration
Hello - We are running a business process improvement project with the PNMSoft toolset, and we are considering using Zoho as the CRM platform. 1) Does anyone have experience integrating Zoho with an external BPM tool? 2) Specifically - did anyone use PNM's toolset to do that? Thanks, John
Custom Links not working as expected
I have added Custom Links to Leads and Accounts, It uses a custom (Number) field uid, Only that the number in the link has "," i.e id uid is 1500 the number passed to link is 1,500 and thus the resultant link is broken.
How can I get Contact address and phone fields to auto populate from the Account they are created under?
Using Free CRM
Survey in Zoho CRM? Zoho Creator?
Hi everyone, Here's what I want to achieve. As you're all probably aware, getting sales staff to ask customers "where did you hear about us?" is an ongoing pain the behind and often an answer is chosen in Zoho CRM just to satisfy the marketing manager (i.e. me). So what I'd like is for a survey email to be sent when a potential is created that includes my field for enquiry source that will allow the customer to pick where they heard about us and for this information to be passed back to their record.
Pre-populating fields in Zoho CRM custom app
Hi, I'm building a custom app in Zoho CRM. I want to be able to link the new module to a particular potential. I can't figure out how to get the linking to work. Can you give me a tip?
Permission denied to custom Zoho CRM app
Hi, I created a custom Zoho Creator app for one of my CRM clients. It works fine for the admin user but does not work for other users. I granted access to all profiles and shared the app with everyone in the organisation but it still does not work. Any tips?
How to get Open potentials with date filter through API
Hi, I can able to get values using "https://crm.zoho.com/crm/private/json/Leads/getRecords?authtoken=%s&scope=crmapi" which gives all values but i need to get count for only specific period (i. e I need the open potentials count for the period between 17-03-2014 and 23-03-2014). Let me know how can get the same. But in Zoho UI , i can see it under Reports with custom filters, i need the same through API call. Thanks in advance.
Campaign member status not showing in reports
I have created a report for campaigns and included member status, but the field is showing blank for all members. A couple of screenshots. Sorry, they are on Spanish, but it's easy to see. The first screenshot is from the lead related list in a campaign, and shows a row of that list. You see that "Estado de los miembros", that is, member status, has a value. The second screenshot is from a campaign report, showing the same lead as the screenshot before. You see that the same field, Member status,
Dynamic values
Hi, I'm trying prepare a user friendly process for creating the tasks and calls for specific set of Accounts or Contacts, but the customization possibilities are limiting. - When I create tasks for the Accounts the Subject of the task is simple text.. - In the Workflow you can not set it dynamically either. - I can customize the Task list yes but can I customize All Tasks view (picture) because this view isn't giving any information. (no Related To , no Time) which is a crucial information
unable to receive emails
Hi, Its been weeks now since I last receive an email.I tested it using several email accounts already but never received one.Can you please look into it? thanks
email magnet
I just signed up for a free account but cannot set up email, no option in add-ons but mobile. Is this particular to the free account or a bug? Angel
making many to many relationship in zoho crm??
Hello, I am suppose to create a many to many relationship between the crm data like account and contacts. How can we achieve this? can we have a junction form with master detail relationship with accounts and contacts. Do let me know as quickly as possible.
I am using Adobe MUSE to build my website. Can Zoho CRM be configured to store data from the website ?
I am using Adobe MUSE to build my website. Can Zoho CRM be configured to store data from the website ?
How to get every email to/from a lead or potential to display?
I'm newer to Zoho, so maybe I'm missing something obvious to more seasoned users, but here's my situation and questions: Setup: I've set up my Zoho CRM to pull emails in through our Gmail into the Zoho app, so I'm creating/replying through that feature now. Leads/Potentials (my problem): When I get a new lead (let's say someone calls)... I go to leads, set up the lead, and then create a potential. I can send an email to the contact from the Leads, Potentials, or Contacts screens, but I can't seem
free edition and email integration
Hi, I just signed up for the free edition to test the CRM. I cannot set up my email account, in the Add-on tab only see the mobile app option. Is this how it works? thanks Angel
link notes with decription?
Hey does anyone know how to link description with notes. I want my sales people to be able to create and event and a description and it auto over to notes so they dont have to cut and paste.. Anyone doing this?
Import list won't rollback
One of the lists in my Import History won't rollback: GOOD-Q2-CMO CSO-Target.csv I click on it, click rollback, it says 'in process' but when I refresh it goes back to its existing status.
How do I show the dollars on the pipeline chart without mousing over (ie data labels)?
can this be done?
Where is Zoho Apps?
I want to add the email integration app with there is no Zoho Apps tab?
Mail Merge direct from a Campaign
Hi, Could someone please inform me of how to send a mail merge straight from a campaign, I have exhausted all forms of assistance and I am still drawing a blank. Thanks in advance Scott
User setting page not opening
Hi, I have checked on different web browsers and different systems, the following page does not load users listing to add/edit users in our account: https://crm.zoho.com/crm/ShowSetup.do?tab=usersPermi&subTab=users Setup->Users -Sid
Accounts and Contacts
I imported my accounts and contacts from CSV files. When I go into the accounts and to the contacts, it shows no contacts, but when I go to a contact and select the account and then contacts for that account they appear. What am I missing?
Remove user who has left company
Hi there- I've got only 2 active users in Zoho CRM - myself and another user. The second user is showing up as a CEO/administrator, but I'm unable to select him to remove him (there's no checkbox next to his name so that I can select him and delete him). He has left the company so I have no access to his old account. How can I override this and delete him? I want to restart my subscription, but I only want to pay for one seat right now, not two. Thanks in advance, Darren David
Upgrading
Hello! Is there a way to upgrade one user's version and not all of the users on my account? Thanks!
How to export leads and opportunities to excel
I want to export a list coming from opportunities and leads to excel. Help!
Account screen customisation
When you open an account, you have the various modules: Attachments, potentials, Contacts, Open Activities etc It would be useful in Contacts to be able to customise the info I see here, currently its EDIT | DEL Contact Name Email Phone Mobile Fax It would be really helpful to remove one or two and have job title there. We are on the standard paid for version
Lead contacts folder
Hello I am adding contacts to my leads tab. Am I able to create folders within the leads tab, so I can separate the contacts into groups? Please confirm Thanks
The system won't let me add a new account
As related to the previous post, the system won't let me add a new account. When I try to add a new contact, it won't let me add a new account. The error message is below. I greatly appreciate your help! Unable to process your request Clickhere to go back.
How can I add coworkers so I am able to view their CRM and what they re working on?
How can I add coworkers so I am able to view their CRM and what they re working on? I am supposed to help our sales people who are out in the field and keep track of their meetings and contacts but it won't let me add them because it says they already have accounts.
The system won't let me add a contact
Hello - I tried to add a contact 3 times and get an error message - see below. Any suggestions on why this is happening? The last time I just added the name and afiliation and it wouldn't add the contact. Unable to process your request Clickhere to go back.
Tracking inactivity with a report
We have defined "leads" not very strict, which means that leads could be "not yet contacted" or "contacted" but not yet a prospect or "lost". Now I want to create a report where I can track the "leads" where no action (call or mail) has been taken so far and where action has been taken. Can someone give me a solution to create a report where I can make a list of "inactive" leads? Thanks in advance.
Modify Stage History Information
Hi, I have some stage history details that are wrong. 1) How do I edit the closing dates of the stage history? 2) How do remove an entire stage from stage history? Thanks, Derek
want to have mailmerge template with standard and custom forms and their fields
I am suppose to create mail merge template which includes standard fields from standard forms and custom fields from custom forms as merge fields.But custom forms and their fields are not available.I am using Enterprise edition
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