How to set up reminders?
How do I set up reminder emails for events and tasks?
Mass update - Strip off 1 from phone number
I have imported my data and for a while now every time I come across a company that has the 1 in front of the phone number I go in and take the 1 off. Is there a way to do a mass update and strip the 1 off all phone numbers.
Personalize the Home Tab
Hi There, I'm new to Zoho and in charge of setting this up for the business I work in. Just wondering, when Im in CRM help I would like to customise my contacts list. The help options says to click on icons I don't have (in this link below) (https://www.zoho.com/crm/help/customization/customize-home-tab.html#Add_Components_in_Customizable_View) but I don't have those icons in my zoho? I'm trying to get the Zoho system to show date of enquiry / name / state / phone / email / comments / notes / last
How to convert a potential into a lead
I am new to to zoho. I would normally in (my mind) convert a potential, (this could be one in the future) for instance i called XYZ Company in January 2014, they told me they may be interested in buying from us in June - I would class this as a "future 'potential'", and record it as such, then i would call again in June, and if they are in the market to buy i would convert this to a lead. I guess (without knowing the correct way to do this) how I would do this in Zoho is for the above particular
How to see Zoho contacts to whom I never sent an email ?
Hello everyone, How to see Zoho contacts to whom I never sent an email ? By looking for a specific contact and going on his profile you can easily see the history of the Zoho campaigns and see if you sent him an email. BUT this takes time, you must do it one by one... Is there a way to see (all at once) the Zoho contacts to whom I never sent an email? Thank you Karine
Mapping dependency fields on "edit" mode.
I've realized that if I create a dependency mapping, it will only work when creating a record. But, what about when I want to edit one? Is this possible or it's just an error?
No Custom Fields Button?
I just opened up a Free Account for Entrepreneurs & Start Ups. I am trying to add new Custom Fields, but that button isn't even appearing when I go to Customization > Fields and pick any Module. I am only getting Map Dependency Fields. See screenshot. (Please note, I renamed my Contacts Module "People") What am I doing wrong?
Sending data from webhooks to creator.
I am unable to send the data from my module in Zoho CRM to Zoho creator form. I want to use the webhook so that every edit and create webhook will trigger and data will be sent to creator for further actions. But webhook is unable to pass the data to creator. Please le me know the steps to follow and the urls as well. I have tried the steps mentioned in the URL http://kbase.creator.zoho.com/general/push-data-from-crm-to-creator-webhooks and https://www.zoho.com/crm/help/automation/webhooks.html
Emails - adding a forwarded message
Good morning, Is it possible to 'add' an email to a contact which has not been recieved from the contacts email address? The email add-on works very well but I cannot add emails from another sender that I feel are relevent to a specific contact. Cheers Rob
How can sync (<>) a google contact with a propsect?
Hello Support I need to sync google contacts with a prospect data. The function ZOHO sync contacts with Google Contacts works well but not all registered contact can be considered an account (maybe can be a prospect). How could I do this? And another one It would be opportune for the future that a prospect may have one or more partners in the CRM contacts and it is not always appropriate to transform it into an account. Thank you very much!
Web-To-Request Form Add Attachment
How can I add a field in the web-to-request form for my website to allow attachments?
How to upload contacts from Zoho Contacts into Zoho CRM
I uploaded and 'cleaned up' all my contacts into Zoho Contacts instead of Zoho CRM Contacts, and I wondered if there is a way to upload that data directly into Zoho CRM contacts.
Changing user name and email address on Zoho CRM
You cannot change a user name and email address for a paid user of the Zoho CRM. Please respond.
Lead pages
Hello All, I have imported 1000's of leads in to my leads but is there a way to go to a lead page without having to click through dozens of pages to get to the page I want to start calling on? If I want to go to a couple of pages from the end to go in and then be able to then click one lead at a time? I hope someone can understand my dilemma. Thanks in advance if someone can help me. Best regards, Scott whome1269@gmail.com
Exporting fields
In Zoho CRM, is there a way to export all of the notes for a particular lead owner that were entered in a particular week? So, if I want to see all of the notes John Doe has entered for all of his leads last week, is there an easy way to see that/export that/print that without clicking on every single lead? Some of my owners have hundreds of leads. Thanks!
Importing from CSV
Hello, I have a problem importing my Leads from a Excle sheet. First im saveing the file as .csv file. But after upleading i can not allocate for example company name, email etc. to the right field. It shows all in one line in column 1. How can i get this managed right? thanks a lot! Thomas
Hello Need help in Zoho API- fetch records from zoho to Other ERP
I'm unable to get the records from zoho to Other xml based ERP can anyone help me with the steps to follow
How do you create a contact list to export?
Hi, Want to know how to create a contact list from potentials/leads from a given area, say New York so that they can be exported into a CSV file. Hope you can help. Best, Ryan
web to contact form last name field error
My website was just setup, We tested everything it all worked. Suddenly the past two days my web to contact form is giving an error. It says the last name field needs to have something input but it does. We fill it in with info and it still keeps giving us the error. Zoho is MIA today we have tried replacing the code with the code from zoho just to be sure and the error still persists. Any help??? http://www.gordonbuyshomes.com/investors/
Enhance the forecast feature
We really like the forecast feature but it seems to only let you base your forecast on one variable. It would be great if we could have multiple forecast options.
Invoice to Zoho CRM contact
I want to invoice the Zoho contact which is in my Zoho CRM ? How can I do this ? Pls. help me. I can't import the contact from CRM to Invoice always. Thanks.
How can I have a complete (with profession and job profile attributes) contacts database export from Zoho CRM?
wit
Show Potential column in Task list
It's interesting how one item missing out of a whole set of good functionalites can be so frustrating. I have been able to modify the Zoho interface very nicely except that I would like to be able setup a Potential column within the list of Tasks. I can go into Potentials and create a task that is then shown in the Task pane (detailed view). Except that I would like to see the Potential related to the task as a column and I have not been able to find out how to add it to the Task layout. I can
Profitability by project
Hi is it possible to calculate the profitability by project (amount of the invoice - amount paid to suppliers). Thanks !
Creating Contracts and Workflow for Estimate to Closed one, to contract.
How do I automatically create a contract and other actions behind the scenes after I put something into a different category? For Example. When I move something into estimate submitted (a category) it spits out a contract to send to a client after I enter the required fields? Thanks for your Help! David
Webhook not working to send sms
Hello , I created webhook but unfortunately its not working now. Before today its working fine but now its not working. can you please provide support for that ? Is there any limitation for that ? Thanks !
Mass Deletion of Email Templates, Mass Editing as Well
I have a ton of email templates used for a lot of different things including mass emails. The list keeps growing. So, I decided to delete a bunch. Unfortunately, zoho has only 2 buttons: edit and delete. It would be nice if there was a check box next to each one so that I could choose a large quantity to delete all at once. It would also be nice if there was an option to do a mass edit so if I wanted to create a new category of template and then move some previously created templates to that
Multiple Products Inventory Template
Hello, Forgive me if this is a silly question, but I cannot find the solution on my own. I have made a Sales Order with multiple products successfully. From here I would like to export to pdf. However, the Inventory Template I am trying to create does not give me the ability to drop in information for the second product and pricing. The available merge fields seem to only give me the ability to display the first product and pricing. Is there a way to display multiple product details, i.e. list price,
Attach Email to Case
We use Zoho CRM with Google Apps and my regular email client is straight Gmail (no outlook). When we open a service ticket using cases, I can't find a way to attach / link the customer's email to the case. I don't want to attach it to the contact. It's only relevant to the case? Is there a way to do this that I'm not understanding? Thanks. Brad
Printing Notes in CRM
In the CRM - How can I add notes as a field I can print? I need to see notes for all leads for each week. Can I do that? I am an administrator. Thanks!
Related to field in Task (Lookup field) disabled
Hi, We are not able to to use the lookup field when we create a new task. The "related to" select box are disabled. I have read about the limit of 5 lookup fields, but i do not think it has anything to do with this, as this is a standard field in Zoho Crm. This happens when we create a new task from within our leads tabs. Please advice on how this field could be activated Thanks in advance
Google apps Upgrade
The google apps integration is great. Is it possible to add more fetures? it is great the possibility to create new leads and contact, anyhow the fields are very limited, can you ad more fields to avoid the hassle to go to zoho to implement the missing data?
What records are listed under the "Unread" views?
What criteria is used to list the records under the Unread Lead, Unread Account etc... views?
Lists
I'm reaching my Subscriber capacity again in Zoho Campaigns. If I start deleting Contact lists, will this affect Zoho CRM? Will Sales Reps still be able to see the action taken during a specific Campaign within Zoho CRM?
MS Outlook add-in - dialog box to add and send email to zohocrm too small
I'm using the zohocrm add-in for MS Outlook 2013. When I click on the add-in link for Add and Send Email To Zoho, the dialog box that comes up is too small to read and it's not resizable. Has anyone seen this? Remedy? Thanks
dot education
I'm not able to enter emails with the new domain category ".education". Specifically, I'm not able to enter anyone's email address from my organization since my domain is "bigcampus.education". Additionally there are hundreds of new domain postfixes that are coming online this year, so a solution will be required, but could literally take minutes to fix.
Bulk emails
Vanuit CRM heb ik een bulk email naar 30 leads aangemaakt. Nu blijft krijg al meer dan 60 minuten onderstaand bericht: Wat is het probleem? Kunt u dat svp verhelpen? Alvast bedankt met vriendelijke groet Peter van Oers
Really sluggish email
The last few days, the email send-response is really getting slow. I can write a big or small email, attachments or no attachments, and when I press SEND, it just sits there and tries.... finally after about 30 seconds, it might say "message sent." OR, sometimes it will give a red error message. Why is it getting so bad?
BCC Dropbox idea
Would it be possible to add a feature whereby I could send an email to BCC dropbox (without sending to a customer) and have whatever email I send be associated to a record based? For example: I have a document attached to an email that is related to a customer (contact) and I want to attach the document (or email) to the contact record without actually emailing the contact. I email BCC dropbox and, based on the email address and module type specified in, for example, the body or subject line of
Wildcards, Environment Varaibales for Macros and Tasks... and Outlook/Gmail
Hello List We have Macros, great, I create 'Call Later' which we use to continue trying to reach someone. This works fine while working in Zoho CRM Web. But the created tasks have an empty body and a generic subject i.e. 'Call later''. This means once the task is synced to Outlook it becomes meaningless. We need wildcards, environment varaibales, similra to the fields available in link lists, to create task with better information in subject an body. Especially we would need a ${CONTACTURL} or ${LEADURL}
Next Page