Lead Approval
How to show again a lead Approval ?
Api errors when contact fields include `&`
Tried creating a Contact with 'Mailing Street' = 'Fuller Smith & Turner Griffin Brewery' but errored. I had to instead create Contact with mailing street 'Fuller Smith and Turner Griffin Brewery'
Custom Reports Question - CRM
I need to create some reports to pull out records that have NOT been called as yet, basically any records that have NO notes in them, i do not use the call section at all, how would I create this. I am only used to using filters in Excel to pull out whatever I want and don't want to see/include. I hope someone can help. Thanks
Update problem in Cases
I had to make an update to a Case and correct the contact person. When I changed the "Related to" person, it didn't update the phone and email address associated with that person. It left the information from the prior contact. Please help. Thanks!
Mon import ne fonctionne pas
Bonjour, j'ai essayé de faire 4 fois un import de 20 clients dans mon espace, on me dit que tut a fonctionné mais mes prospects n'apparaissent pas dans mon espace. Cordialement,
Workflow Automation?
Is there any way to set up workflow automation so that I can set up a process whereby a new lead receives a set of emails, spaced out over several weeks and tasks are set for my sales rep to call the lead at certain intervals?
Exporting Contacts and Accounts and putting back into Leads module
We have been using Zoho for a few years and no one has really used the leads module until I arrived. Now I am in the process of wanting to move all of the leads that have been historically entered in as contacts and accounts back into the leads module. I have purchased the $10 backup export so I have all of the data and I am confident in being able to get all of the account/company and contact information into one line item for import. The only issue I am seeing is the ability to import the associated
Newly created view not syncing to mobile app
Hi, a couple days ago I added a new view in leads to separate leads from another business we operate. I expected this new view to sync with the mobile app but thus far it hasn't. What to do?
Trying to create Potential with custom Potential Owner through Custom Function
Hi, I'm having trouble specifying the "Potential Owner" through my custom function. My function creates the new "Potential" and fills in all details fine, however, It does not fill in the "Potential Owner" field at all. Is this not possible? Thank you in advance
Potentials - Adding Custom Fields
I have created a custom field that takes the AMOUNT of a Potential and multiplies the field by 40%. Example: ${Potentials.Amount}*0.40 I would like to know if it's possible to add this field in a "bucket amount" that can be used in another formula. For example: Let's say that a Potential has field for the custom field ${Potentials.Amount}*0.40 that equals $100. A separate Potential has this same field (${Potentials.Amount}*0.40) that equals $200. What formula / function can I use that will allow
Automatic sync for Zoho CRM Outlook Plug in
We are using Outlook and Zoho CRM, and have purchased the MS Outlook Plugin. Do we have to perform the sync manually every time, or is there a way to set it up so that it does it automatically? Ken
Problems on CRM products
Esteemed ZOHO Corporation, I send you my list of problems: know how to add 2 or more products at once to my quote or invoice; add 2 or more products at once from the list or search for products; to know how to add an aggregate field in the search tab of the products (image attached) reorder / drag products added in a quote or invoice Thanks, Pasquale Bondanese
subscription
How do I know when I have to renew my monthly subscription?
Sync issue with i phone
Despite consistent reloads and refreshes not all our categories and contacts are coming through on the Zoho Iphone app on android it is fine?
How can I randomly assign leads generated from ZOHO web form?
Good afternoon! I'm Limberth caamal (web developer), I'm trying to integrate ZOHO web forms to my website and I want to know, if I can randomly assign leads generated from ZOHO web form? Or, if there is another way to randomly assign leads generated from the website. Thank you!
License issue
Hello, Can I buy standard licenses for the people in my call center, and just add the phone bridge ? or do I have to buy an entreprise licenses for thm all ?
No population for "Publish this form to Google site"
I log into ZohoCRM via Google Apps. I successfully created a web form that I would like to embed into a Google Apps website that I created. My website is not populating for the drop-down list. Is this option not available to Free Users? Typically there is some type of notification if this is the case.
Re-convert Client back into Prospect
Hello, Is it possible to make a client back into a prospect again? Also, would it be possible to do this in bulk (not one client at a time). Thanks
Can't see attachments!
One of our users of the CRM cannot see the file attachments in Zoho CRM, and we simply can't explain it let alone fix it. The rest of us can see the attachments. Unfortunately, she is the one who needs to see the attachments most of all. Anyone experienced anything like that before?
Error adding new component
Attached is a screenshot of the error I receive when trying to add a 5th component on the home page. I'm guessing it's because 4 is the max, but "crm.alert.add.component1" isn't exactly an intuitive way to express that. ;-)
Picklist in a formula field
Hi Can Picklist be used in a Formula field? There is a bug in the Forumla field: 1. I've a currency field called "Total Fee". 2. There is a picklist field called "Installments Opted" with values { 1 , 2 ,3 ,4 } 3. I want to create a formula field called "Ist Amt Due" for which the logic is: If Inst Opted = 1 , then Ist Amt Due = Total Fee * 100% Else If Inst Opted = 2 , then Ist Amt Due = Total Fee * 60% Else If Inst Opted = 3 , then Ist Amt Due = Total Fee * 50% Else If Inst Opted = 4 , then Ist
VAT rules not working
Tried making a VAT rule: 21 proc BTW - 0.21 Made this active for one product. Then, when i create a quote it the product does not include VAT?
Adding custom report to dashboard
I have created a custom potentials report and want to add it to my dashboard. Is this possible? When I use add component for the potential dashboard I don't see my report (closing this quarter) or even the report it was based on Closing this Month
I am in Zoho crm trying to attach to an email
I am sending an email from within zoho and am trying to attach one of the files that is attached to the lead. I can't seem to do that.
How to Group By Month using Summary and Tabular reports
I have a very real need for the ability to group reporting results by month, or week or quarter. I understand that this feature is available for a Matrix report, but unfortunately I've found the matrix report to be the least useful, especially as this style of report is not able to be featured on a dashboard. I'm wondering if there is any way to accomplish this grouping at this time. I must stress that this feature is of paramount importance to our business, and I can imagine to the businesses of
Sudden Email Error
When I try to receive email I'm suddenly getting a red error popup: Invalid Security Certificate for the server. Try changing the incoming port to 110, without SSL and check again. Email been workinng fine for 2 years now this popped up all of a sudden.
how can i get my gmail to post to zoho bcc link to zoho customer profile
I tried sending gmails to customers with attachments and add bbb:lzykqs@mails.zoho.com and receive this gmail error message. Delivery to the following recipient failed permanently: lzykqs@mails.zoho.com Technical details of permanent failure: DNS Error: Domain name not found I also tried sending the same mails with attachments from Zoho mail and it still doesn't work. The customer receives their message, but I cannot seem to link up the bcc address correctly. I cannot find (or perhaps don't
I can't seem to add role
i just added a new user to my professional account. I was forced to give her "manager" role, even though i want to limit her access and role. she did not yet accept the invite email.. is it only after she accepts and logs in, do i have access to limit the permissions and role?
Zoho CRM license numbers
I cannot seem to find out why you can only purchase 2 or more user licenses. My employers is trying to purchase one license and it doesn't seem be an option. Any idea why this is?
Cannot print quotes when running Zoho in Chrome
We have 3 users running Zoho CRM. 2 of the users run Zoho CRM using Internet Explorer and 1 user is running Zoho CRM using Chrome. The 2 users running Zoho CRM in Internet Explorer are having no issues but the one running Zoho CRM using Chrome is not able to print any documents. He can export to a PDF fine, Print Preview fine, but when he prints, it opens up the window to choose the template to use and shows the preview or pdf fine but will not print. It sends the job (seemingly) and thens spools
How to stop appended bullets in CRM e-mail templates??
The following <li>'s are being added to the bottom of my CRM e-mail templates: Open in Google Docs Viewer Open link in new tab Open link in new window Open link in new incognito window Download file Copy link address Edit PDF File on PDFescape.com Open in Google Docs Viewer Open link in new tab Open link in new window Open link in new incognito window Download file Copy link address Edit PDF File on PDFescape.com There are three problems. The first is that I can not remove these bullets from e-mail
Add user who is deactiavted
I have a user who is set up under another Zoho account (call it Company A). His email address/user has been deactivated. But, under the new Zoho account (call it Company B) will not allow me to add him as it says that his email address is already in use. What is needed to make this happen?
Web to lead notification details not arriving - NetDev
Hi there, We no longer receive our lead details when a web lead notification form i completed. All we receive is the Zoho logo and a note to say a new lead was generated. Our contact us form on our website is also no longer sending out emails. Could you please shed some light on this? :) Laurence
Leads run vs. Closed Sales
I am trying to figure out how to setup Zoho to run a report to track our sales. The sales report I would like would have the amount of Leads run and of those Leads how many were SOLD? I have the Lead information in the LEAD tab and the SOLD information in the POTENTIAL tab under 'stage". Any help would be appreciated!
poor customer service
Hi, i have just started an enterprise account with supposed 24/7 support, yet i have emailed three time in the last three days and used the so called 'live chat' which has i have not actually seen live and left three messages about the same issue - i have had no reply on any of the media - not exactly what i wouod call customer service. i know this probably isnt the right place to contact, but ive tried all other options with no success!!!
ZOHO Webform Data not showing on Mac Mail and iPhone?
Since Saturday March 23rd my contact and lead forms data won't display on my iPhone or through my Mac Mail Client. If I log into my gmail through a web browser the email reveals the lead form data as before. Anyone else experiencing this issue? Regards, CW
Potential Dropdown Menu
Hello fellow CRM masters, I was wondering if it's possible to create a potential dropdown menu where an agent can click on it and choose from several types of potentials: Food & Beverage Potential - Hotels & Accommodation Potential - Activity Potential - Beauty Spa Treatment Potential, etc... Your swift reply is highly appreciated! Alex
Emails to leads
I am using the Outlook add-on for ZOHO. Whenever I email a lead and click Add Email it adds that lead as a contact. I then have to go delete the contact and click the add email button again and then it puts them in the CRM as a lead. Any thoughts?
Export industry type list
Is there a way to export an industry type list to .CSV, so that it can be re-imported as the industry type list for another module? Thanks.
Use related module fields in Inventory Templates
I'm building an inventory template for invoice and would like to pull in the related contact's phone and email address. Can I do this? What is the syntax for referring to this related data?
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