Automated Rule Question
I would like to set up the following rule, i have tried but doesn't seem to allow this. When account is a Current Customer (custom pick list field), then tick contact Email Opt Out button. Is this possible?
can I write in Arabic
I'm using English as my user languange but I wish to use Arabic sometime for free writing, is this possible?
The Server could not be connected.
I am getting the below error message when clicking on the e-mails module. I can send e-mails, however cannot receive them, this error has come on suddenly, have not had an issue in the past years at all, not sure why all of a sudden this is happening now. The Server could not be connected. Check whether the Server is available to connect in the given name and port number.
Reorder Related lists
How do we reorder the related lists... On the contact page for example I want the related contacts to be on top and the related "attachments" to be toward the bottom.
Workflow to update lead status when campaign is created
Hi, I use Zoho CRM and Zoho Campaigns, I am trying to find a way that I can automatically update a lead status to contacted when a campaign is created, but I can't see how to do it with the workflow configuration. Is it possible to do this? Thank you for your help. Kind regards Doug.
Map Dependency Fields Help
Hi, I have created dependency fields to minimize data entry errors by our reps but this has created an error of its own. For all of the parent field options that have more than one child field option that applies I also include none so it doesn't default to anything. But by doing this when a rep selects the parent field the child field switches from -none- to none making it a valid option when it really isn't. Can you please explain why this happens because 'none' isn't a true option within the
Web-to-form
I'm trying to create a Web-to-case form on my website. I'm surprised to see that the iFrame version is working great, but the two other alternative do not send anything to the Case approval page. Any clue? Thanks Pierre Radas
Change formatting of Emails 'mailto:' in Header of Leads and Contacts?
Hello List How can we change formatting of mmails 'mailto:' in header of Leads and Contacts? Today: href="mailto:angie.foo@example.com" Preferred: href="mailto:Angie Foo<angie.foo@example.com>" A simple tweak with access to render code. For us it would be fine to use such without further features on how the displayed name shall be generated. Why? It's more convenient to search by emails used in the address fields of Outlook, use auto completion As all existing contacts in Outlook/Gmail are managed
Import contacts with attachment files to zoho CRM
Hi, I need to import contacts with attachments files in zoho CRM, this funtionality does'nt exist in standart zoho CRM options. Each row in my excel sheet contain contact information ( first name, last name,....) and a column that contain the link to the file I need to attach to the contact created ( ex : C:\file1.doc). I need to use both 'insertRecods' and 'uploadFile' methods, but I can't figure out how to use them in the same script to get this result. I will be grateful if you can help me with
Soft Pick List
When creating a new Task, the Subject field has an icon to the right that allows you to select from a pick list... yet it is not required that you use one of the defined options. It is the only Pick List field in Zoho that is set this way. In the Field Customization Area for Tasks, you can add different options to the Pick List, but there is no other indication of how to replicate this field implementation. Would be GREAT to add that capability to other Pick List fields, where there were suggested
Reply emails go into a black hole?
When replying to email, it seems the reply goes into a black hole somewhere. There is not a record on my clients contact that the email was sent and there is not a record of it in the sent folder. This is a serious issue and I hope Zoho is aware of this??
Duplicate Email Address problem
Hello, We have the "NO DUPLICATE" email address option checked. Recently we attempted to convert a lead to a contact and opportunity and got the error that it couldn't convert due to duplicate email. We have searched the contact database and opportunity database and this email address does not show in the system anywhere. Anyone have any ideas? For now, we just deleted the email address and converted with a contact without an email address and are moving forward from there
Restricting visibility at the Module level
How can I assign permissions based on profile at the Module level? Specifically, I would like to restrict certain profiles from seeing financial data in Quotes, but some fields containing financial data in quotes are mandatory and I cannot restrict visibility. The only thing I could think of was to restrict visibility to the entire Quotes module for certain Profiles. Thanks.
Tracking Off-Line Activites
If I send a free product sample to 250 accounts, what is the best way to track this in Zoho? Likewise, If I send out 500 customized sales letters via snail mail, how do I import that info. Obviously, manually updating the leads would not be effective. We would need to import these items. Are they "activities", "events" or what? We would need to import them so that they would show up in order and in a visible spot. Our account base is not highly technical so these types of "old school" marketing
Sales Process
We have two distinct sales processes, one for signing up installers for our product and one for direct consumer leads. Is there a way to have two unique processes in the system with their own "stages" and related % of close? In keeping with this question, can we thus set up two distinct customers with their own unique sales process?
Mass email selecting contacts
I'm working on a mass email to send out to our contacts and i'm wondering if there is s shortcut to select all contacts [3800]? The way it works now is that i can only select them per page [max 100] and that gets a little time consuming to go and click through 38 pages.
Capture registration fields from wordpress
I have a wordpress site in which i have used WP-Members and WP Zoho Crm Plugins. When a user register on my site through wp-members registration form i receive its name and email field only in my zoho crm contacts. Is it possible to capture the rest of the registration fields along with name and email.Any help will be appreciated thanks
LEAD CONVERSION
I created some custome fields in the Leads Tab. When I converted the lead to an account and an opportunity it did not transfer the data I had entered in the custome fields. Did I do something incorrect? THX, Al Al Alvares
Gmail not syncing anymore?
Did Gmail Sync quit working? Email from the last week or so do not show up in Zoho, but previous ones do... Did something change? Thanks!
Custom reports in Dashbaord
Hi, I'd like to have a custom made report available as a component in my Dashboards. Is that possible, or can I only add a component from the pre-made reports? Thanks!
Zoho plugin not sticking in Outlook 2013
I have been trying ot use the Zoho plugin with Outlook 2013 (not the 365 version) but it is inconsistent. After setting it up it works fine. However, on most occasions if I close Outlook and reopen later it is not active. I have to go to add ins and comm and check it again. Then restart Outlook and it works. However, the next reopen of Outlook it's not there and I have to repeat the process. Is there a way to make it stick? Are there add-ins that conflict with it?
Outlook Email 2 & Email 3?
I've noticed that I had a few duplicates in Outlook, which had in turn duplicated themselves in Zoho (Since I had Zoho sync with outlook). However, some of the contacts had 2 or 3 different email addresses, and there's no eloquent way to do this. Can I add additional "Custom Fields" to migrate the Outlook "Email 2" and "Email 3"?
merging crm accounts
Hello, We are working with ZOHO CRM in two separate divisions of the same company. Unfortunately, the two divisions both set up ZOHO accounts and have started using them. Is there a way that we can merge the two accounts? Respectfully, Lionel E-mail - lionelchitty@techmatrixinfosolutions.com
Campaign : add contacts from a previous capaign to a new one
Hi, I'm new at Zoho and would like to know if there is a way to select all the contacts (or some of them) from a campaign and add them to another campaign ? Thanks Fanny
Mailchimp integration Custom Field Length
OK, so I am trying to get Mailchimp to send back the results of the email campaigns using SyncApps. I get stuck on Field Length. I have no idea what that will be as the subject line length will change. Any suggestions?
Import Vendors & Associated Contacts in One CSV Upload
I am a new user and would like to import about 300 vendors as well as the people associated with those vendors as contacts. I can set up a CSV file to; Vendor Name, Contact Name, Telephone etc. My question is how can I import them so the contacts are imported to contacts and the company they work for is imported to Vendors? My first attempt was unsuccessful so I also need a helping hand deleting all the existing records and starting over again. Thanks in advance for your help.
Creating a revenue forecast
Hello, I'm looking to input a varying monthly revenue forecast into Zoho for new customers that do not have an established run rate. e.g. Expected revenue from new Customer X could be $20K in June, $0 July, $40K in August, $0 September, then say $100K per month from October onwards. Can this be implemented? Thank you
Customer Support
Ok so I just signed out to try out ZOHO. First thing I need to ask is there any online chat support from this company? I am guessing not since I do not see a chat tab or a drop down under support. With that said is there phone support. Again I do not see a number so is the email the only avenue to seek support as I get started with setting up ZOHO. Like a set wizard or something like that? I have used ACT, Salesforce,Microsoft Dynamics and presently trialing Karma. Act I have always liked but the
Field name mandatory leads
Hello, I require that the field name is not mandatory in leads occasionally checked B2B company information for business and do not have the name. I do not understand because you can not leave the optional field
Account activity view customization
I can see someone asked this question two years ago, but no updates since then. I would like to customize the headings which appear in the Activities area when I click on an account. This would be for both the Closed and Open Activities sections. Instead of the Start Date Time and End Date Time we would like to see the contact name of the person the activity was conducted with. Is there any way to modify this view?
Facebook integration always fails
Hello, I have switched the company from sugar to Zoho, so far so good :-) Now we are facing a problem, all the contacts we are trying to synch with Facebook, fails... during the process everything seems to work fine but the search results does never include the right contact and the there is no possibility to see more results, even when a contact is in my personal contacts, the search fails... please look into this matter asap as like it is the social integration is not useful thanks
My outlook contacts are linked with Zoho and I want to stop this happening how do I do it ?
My outlook contacts are linked with Zoho and I want to stop this happening how do I do it ?
How to see which records were skipped on import
I am importing leads into Zoho. I get the status that the leads were imported and that 9993 were added and 6 were skipped. (Reason: Due to empty values for any of the mandatory fields) But I don't know which 6 were skipped I sorted my excel file that I started with and do not see any empty cells. When importing that many items it is important to know which items are skipped. Thank you!
Error message when I try to send an email ......
I get a screen saying "Insufficient privileges to perform this operation. Contact your Administrator". I was fine to send emails using this login yesterday? Any ideas?
How do I create a potential without creating an account?
When one of my salespeople gives a demo to a new lead, I want that Lead to be converted to a Potential and a follow-up to be scheduled. However, when I hit "convert" to create a Potential out of that Lead, Zoho also creates an Account for that Potential. What am I doing wrong? I want my Accounts to only reflect those that have decided to join our service and become customers, not those that were just given a demo.
Zoho admin
I am extremely frustrated with the counter intuitive nature of the Admin functions here, but I bought the product so I am stuck with it. I recently let go of an employee and deactivated his account. I need to reactivate the account with a new user and give them a new company email, and reset the password; Zoho is not letting me do any of this. It makes no sense that the administrator can't change the functions of the accounts they administer. Now, online I am seeing a solution that requires me to
Need some complex customization
Hello - I am inquiring if anyone has any recommendations on how to find a expert level Zoho developer to help me customize the software into a complex CRM using many "bells & whistles" ?
Tasks question
In an admin role, is there a way to place a setting on tasks that will only allow a user to assign tasks to another specific user or group of defined users without all active user names appearing as an option?
Adding a dormant or "deactivated" user for report purposes...
I'm putting together a report for our Products section. The report will be divided up into each "Product Owner" - we currently have 3 users, but 4 people in our office who "own" products. The 4th user, Lee, currently doesn't (and has no desire to) use Zoho CRM. I would, however, like to be able to put his name to his products on the system via "Product Owner", without allowing him to log into the database. Currently there is a tick box on our products identifying "Lee's Product", and that allows
How to send an account to another user
hi, i have finished what i need to do with an account i created how do i send this account to another user where it notifies that i have sent it to him?
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