Creating New Fields
I created "new fields" under lead module as note1, note2, note3 with corresponding date1, etc. When I converted some leads to contacts, my new fields were not imported from leads. Question - Must I create the same fields under contacts in order to see notes & dates. Will the notes follow to contacts once I've created those same fields under contacts? Question - How do I get note information to appear in my contacts?
Integrate Zoho CRM with Google's mail & calendar
Hello everyone, My name is Tomé Beato and I am Account Executive at Integrity, click here for more details! We want to integrate Zoho CRM with Google's mail & calendar. Is this possible? How? Looking forward to hearing from you! Best regards, Tomé Beato +351 93 65 50 261 tb@integrity.pt
main screen display
Hi, I am VERY new to this system, just trialling it at the moment. I like the front screen that displays on the home page. there is a button that says "don't show this screen anymore" which I am interested to see "what the display looks like" if that screen is no longer shown, but if I click it to see.... will I ever be able to get the original display back if I don't like the result ? sorry to ask such a dumb question, but as I said..... I am new to this
Looking for the social tab
I read somewhere about a "Social" Tab. I have the professional version but I can't find this tab. What am I missing. Help, please.
Approval Functionality
Hi, I would like to ask if I am able to provide the following customizations, by myself, utilizing Creator and the API: 1) Provide editing or mail sending rights to quote creation and editing 2) Introducing approval levels for quotes that are created, and only expose the sending functionality after approvals have been provided. e.g. Create Quote -> Relevant Roles receive notifications of Quote -> Approval Roles Approve Quotes (1 -3 levels) -> Relevant Role now able to send Approved
See cost when quoting??
Is there any way of having the cost of each product when creating a quote? Thanks
Adding an image to an email signature
I am adding the company logo to my account email signature. When I add the image, it displays in emails always the same size ignoring the re sizing settings I use during the add image process. Is there a solution for this issue or am I doing something to invoke this? Thanks
How to copy email address from Contact into my own Module
When I create an Event, selecting the Contact/Lead, the email address is automatically copied and into the Event module. This way I can send email's directly from the Event Module. I have created my own Module, and I select the Contact. How can I automatically copy the email address from the Contact Module into my own Module?
Leads being entered as Contacts via the API
HI, I have recently created an integration plugin for our systems that creates leads in Zoho from business information that we have mined. I create the Leads object XML and use '/Leads/insertRecords?newFormat=1' to create it in Zoho. This works well with my instance and with most of our customer instance. However, two of our customers have reported that it is creating contacts, not leads in their instances. Is there any reason why this might be the case? Is there a setting or similar that translates
Zoho CRM sync with Mac iCal or Google Calendar?
Hi there, I've only recently found your CRM system and love it, thank you! However I still can't find a way of synchronising my Zoho CRM calendar with either iCal (Mac) or Google Calendars, both of which I suspect would be the most universally accepted ways of syncing offline and onto iPhones etc. I tried already your Outlook plug-in which was great for the initial sync, however as I'm now a very proud Mac (and iPhone) owner I really need someway of having an offline version of the calendar, even
issue adding cases and selection related to field.
I have an issue in IE8 right now , when i start a new case and look up he related to field zoho will not let me select the name in the field. i get the following Java script error. Webpage error details User Agent: Mozilla/4.0 (compatible; MSIE 8.0; Windows NT 6.1; WOW64; Trident/4.0; SLCC2; .NET CLR 2.0.50727; .NET CLR 3.5.30729; .NET CLR 3.0.30729; Media Center PC 6.0; .NET CLR 1.1.4322; .NET4.0C; .NET4.0E; InfoPath.3) Timestamp: Thu, 27 Mar 2014 14:35:44 UTC Message: Script error Line: 0 Char:
How to get the embed code for a CRM report?
I want to embed a CRM report in our website (zoho sites), how do I get the code? Actually what I am doing is displaying our price list on the website which originates in Quickbooks and we export it to the product module in CRM then a report for viewing. That is many steps, any way to reduce steps? To make matters more complicated, is there any way to get the embed code for just a single item so we can display that price on the webpage devoted specifically to that item? That way when we update the
Zoho Enterprise - Social Tab NOT WORKING
The only way a user can access the social tab is with the admin profile. Created a test profile, with full administrator privileges, did not work either. Created a test profile, with standard privileges, individually added privileges (and tested after each one) up to an Administrator level did not work either. Side Notes: Social access is selected in Standard user profile. Test profile includes access to social networking. I am very upset we upgraded to Enterprise, mainly for this feature, and it
Opt out for mass emails
What needs to go into a footer for a mass email to keep me in compliance with the Anti Spam laws? Our web site doesn't have an "opt out' page that I can borrow code from, so that unsubscribe option is unavailable. How can I offer unsubscribe in another way? Can I put the name and address of our firm in the footer and an email address to the person who would handle that? Does anything else need to go into footer for antispam purposes? Thanks,
How to delete ALL data fast?
My developer is writing a script to import data from Highrise. But he's made some mistakes in the data, so he needs to delete all the data imported into Zoho already and start over. How can he delete all data quickly (not manually in batches of 100 records)?
Anyone having trouble in CRM - Add forms (Lead, Account, Contact) not loading?
Hi all CRM will not allow access to the Add, View or Edit forms on Account, Contact, Lead, Opportunity, etc Any clues please? Submitted on behalf of this user by paul.roussell@theintegrators.com - please copy me on any reply Thanks
How to modify List of Industries
i am using Zoho CRM, i want to modify List of Industries.
Increment a field
Is there any way that a field can be created that will count the number of potentials associated with an account? When a new potential is added it will increase by 1.
Unable to Add a New Call!
Hi I am trying to log a new call and I am getting this error - "Sorry,you have reached the maximum limit in your current edition" What can I do? - My Total Record Count is 3995? The FREE Account is 5k? Whats wrong with it?
How to make Modification or Addition or Deletion in List of Industries ?
I m using Zoho CRM, I want a solution how to make Modification or Addition or Deletion in List of Industries ????
Outlook mail shows as "Read" automatically
Hi all, I have the Outlook plugin set up so that calendar and emails are sync'd automatically to zoho. My problem is that every email in my inbox shows as "Read" even if I haven't read it yet. I'm missing important emails because of this. How can I stop this from happening? I don't use zoho to organise / send / receive emails but I'd like to keep email threads with each relevant contact for reference. Thanks in anticipation..... Rick Robinson
Potentials dashboard
Hi, Thank you for the help with regards to customizing my sales funnel stage percentages. Next question... how do I adjust the percentages for my "weighted to close" or probability to close percentages? Thank you.
Import History
How to fastly delete a import history?
My past events disappear
I have all my follow-up in the Zoho CRM, but my events and calls disappear after a time. How can i do to preserve them?
Search Multiple Critieria fields
Hi, I have created 2 fields in the search criteria section. :Category 1 and Category 2. Both of these fields are pick lists. In some of the contact records I have the word sponsor as a pick list option. When I search category 1 for Sponsor it pulls up several records. When I search Category 2 it pulls up another set of records. The word Sponsor is used in Category 1 for some records and Category 2 for others. When I try to search using contains “sponsor” in both fields the result is no records found.
Searching Multiple Fields in Contacts
Hello , I am trying to search for the same word in 2 different fields and I get "no results" found. when I search the word "Sponsor" in 1 field I get 4 results. When I search in anther field I get 3 different results. This is because we have populated different fields with the same word. I would like to be able to search the word "sponsor" in 2 different fields and have all 7 records come up. Can this be done?
Lead Approval
What is lead approval?How it is used.
Data Import
Is it possible to import data into Zoho from a web form? We are trying to capture new leads on our website but then have them imported into Zoho to be "worked". The data will probably be in a SQL table somewhere so we could possibly import from SQL but not sure if any of this is possible.
Web-to-Lead Emails Not Working with Yahoo and Gamil
Hi Has anyone else had a problem with Yahoo and Gmail customers where they fill out the web-to-lead form and they do not receive the auto-response email? I setup a web-to-lead form for my client at http://denimtherapy.com/repair and it works well for anyone filling out the form, but Yahoo and Gmail customers do not receive the followup instructions. Any help would be greatly (immensely) appreciated. Thanks, Gregg
I need advice on custom revenue reporting
I want to create a report that groups revenue by month based on invoices. I have been a basic user for a while and in a previous life administered SFDC, so I am a little more experienced than a novice, but not much. What a want is a summary report that groups by month for an entire year that shows me the following: ==> Account, Product, Quantity, Total Price And I want it to group by month and total monthly revenue. I know the raw data is all there. I would think this should be fairly easy to
20+gb gmail box, can't use Gmail integration without a hefty cost
We just signed up six users for Zoho CRM and would like to be able to send messages from gmail to accounts in Zoho. The POP3 functionality requires that all mail is ingested into Zoho which means that we would have to buy a ton of extra space for every user. Are there alternatives such as forwarding mail or a third party application out there? We used Cirrus Insight for Salesforce to accomplish this...until today.
Sequence of Tasks
Hi, I'm using Zoho to track task/progress with each of our clients. I'm trying to automate this as much as possible but running into difficulties - I have 3 sets of tasks Stage 1, Stage 2, and Stage 3. Creating the first rule was easy - When a new account is created, assign these 5 tasks to the account and change the Stage Field to = Stage 1. I'd like to have the next rule to trigger when the 5 tasks from the prior rule are complete, and then create the Stage 2 tasks and change the Stage variable,
How do I view support requests for an account?
I've linked Zoho Support and Zoho CRM. In Support, I've added an Account field to the request. All our requests are per account. When looking at an Account in CRM, I want to see all their support requests as a list. This seems to me to be the most obvious thing most people would need from linking crm and support. How do I do this? Thanks.
Duplicate Tasks
New computer issues. OS is Win 8.1; browser is Firefox (says 28.0 under Help - About Firefox). Whenever I create a new event, it duplicates itself up to 10 times. No difference in the event, exact duplicate, 10 copies. What do I need to change.
Unable to install Outlook plugin - not a valid office Add-in error
I have just signed up and am on Enterprise trial. I also purchased the outlook mail plugin. I am using Windows 7 64 bit, and Microsoft Outlook 2010 64 bit. The plug-in was downloaded successfully, and installed correctly. No errors shown. But when I go into Outlook, I do not see the Zohocrm bar. When I go to the Add-ins, I do not see Zoho crm plug-in at all. When I click on GO for manual addition of the DLL, as mentioned in the help, I get the c:\users\vinai\appdata\roaming\zoho\zohocrm\zohocrmoladdin.dll
Events - Possibility to have more invitees
Hi, When creating an event, if i want more people invited to the event, for example several prospects. In the invitee field you have only the employes of the company. I liked to be able to add any person in that list. Thanks, Nils
Linking Zoho CRM to Yahoo business Email
I just got started with Zoho CRM. I want to send emails out of the CRM, but I would like it to link to either Zoho Mail, or use Yahoo. How do I do that?
How to insert a contact in an opportunity
In opportunities, I can't enter the contact name, and the icone to search in my contacts list is not working. Can you fix that? Thx Erwin
From to date potentials check
How to check potentials for the specified period?
Unable to access roles
I have a paid account and my user is Administrator. However, when I Click Setup > Users & Permissions there is NO "Roles" option. I had renamed the role of "CEO" to "Agent" and now it shows under my user that I have the following permissions: Agent, Administrator However, as I said above, I no longer have access to the "Roles" option. I need this to be able to change the required role to view modules in the "Reports" section. Currently, every report I try to access gives this response: Permission
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