Converting Leads to clients
My leads are are patients. I need to convert them as a client not as a contact or account. When they convert as contacts I loose detailed information on my clients. Is what Im trying to do possible?
Recommendation for custom fields to segment accounts/contacts by specific criteria.
I am toying with the type of custom fields to create in the Accounts and Contacts modules to indicate some specific criteria the Account/Contact might meet. For instance, I have several Accounts that may have a specific group affiliation or have won a specific award (or they could meet both criteria). Keeping in mind that they might meet more than one criteria, I'm torn between creating Check boxes for each item, creating a Multiselect Pick List with all the options or a single select pick list for
Adjusting width of columns in view
Is there a way to make columns wider in view? We need a few things presented in our views, and this makes some of the columns (such as Account Name) very squished and gets split between multiple lines. If we could widen the columns just a bit it would solve the problem. Is this possible? I saw a post from 6 years ago saying support for this would be added soon.
Zoho CRM invoices
Hola Tengo un pregunta. En Zoho CRM podemos crear facturas, ya ya despues de haberlas ingresado, uno puede entrar a la factura y editarla de nuevo. ¿Hay alguna manera para que una ves ingresada la factura no se pueda volver a editar? Gracias
Need help resetting our email addresses
Hello ZOHO Folks..... Just learning ZOHO but it is slick, easy and powerful so far. MyQuestion... My partner started accounts for us a year ago but we didn't use them until now. Now we attempted to restart but we are notified that our account names are in use. How do we reset using the same email names?? Any clues appreciated! Gary
Roles
I am struggling to make changes to roles. I added some subordinate roles and nothing shows up in the lookup. I wanted to delete a role. No joy. I can't even get the help to work. My sales guys have the wrong role now, which I'd like to change, but can't crack this apparently complicated set up. Any help out there? mes
Share contacts by plugin with collegae
I tried to share Zoho contacts by the Outlook plugin. The plugin works well, but we need shared our contacts by our team. When my collegue had installed the plugin she only see her own contacts. How can we share all our contact by using the Zoho-Outlook plugin?
Entering a task or activity for all employees
How can i enter a task/note to all employees. Currently if i enter a tsk/activity and if the owner is CEO/Manager no one under the hierachy can see that. i want to enter certain tasks to be assaigned for all the employees by the director/Manager.
Contact address update affecting next contact on the list.
When I update a contact's address details, the next contact inherits the same address info eventhough it is for a different company ????? I create a list of contacts by applying a filter ( > Feb 1, 2013). I then edit one of the contacts on the list. I then lookup the company so that the address details will be populated in my contact. After I save and go back to my list I notice that the next contact has also inherited the same address details eventhough its company name is different. I have screen
WebForm Submission Contact Creation Not Creating Contacts
I have built a webform that submits user information into the cases module. I have also embedded this form on our website and the form submission is working perfectly. The Issue: I have the "Enable Contact Creation" option checked and when a new webform is submitted a corresponding contact is not also being created. Secondly, if I submit a request via a test user that already exists in the CRM, the cases are not being related to the existing contact. URL of the form: http://www.naturalsplendor.com/contact-us/
WebForm submissions
I have built a webform that submits user information into the cases module. I have also embedded this form on our website and the form submission is working perfectly. The Issue: I have the "Enable Contact Creation" option checked and when a new webform is submitted a corresponding contact is not also being created. Secondly, if I submit a request via a test user that already exists in the CRM, the cases are not being related to the existing contact.
EMail
How can i send a common email to all my contact/potentials? I want to send across greetings for new years.
Pulse
Hi, I would like to know how can use the module Pulse because this is not available for me. Thanks.
Can't send email
All of a sudden I click on a potential, then click on send mail and I get a dark screen? I can't send email? todd@mspexcellence.com
Potentials
Hi, quick question about the Closing Date field. Is there any way to set this field up so that on the day of the closing date, a notification is received to advise it's closing? I've also made another custom field the same as that, but with the time also- it might be easier to customise that one. Any help is appreciated. Regards, Dan
Direct Mail from Zoho Campaigns using API
Is it possible to setup a campaign that integrates with my ZohoCRM database that sends regular drip direct mail (not email)? Perhaps by using the API to send the data directly to a direct mail provider such as "Click2Mail.com"?
Workflow Automation - Link Back to Case Details in CRM
I have created workflow rules based on the creation of a new case. The workflow sends out an email with case details. What I believe this is seriously lacking is a hyperlink back to the case details in Zoho, so that the user may just click the link (assuming they're logged into Zoho CRM) and review the details of the case and/or take action within Zoho. Currently the user has to login and lookup the case - this is wasted effort in my opinion. Is it possible to do what I'm looking for?
auto-respond email is not listed in the email sent from Zoho nor Gmail - where is it?
Hello Zoho Team where can I find auto-response email sent after a web-to-case form has been filled out? The process is as follow: - web-to-cased form to catch request from customers, - auto-respond email to say "thanks for contacting us - xyz is the number of your case for further reference", then we need to see that the auto-respond email was sent to the customer but we can't find it nor in Zoho email nor in google email. Where is it? what should we do to have it in the email list of the account
Cannot UPDATEADD via uploadtool
I am getting an error "present in match columns but not in selected columns" I set up ZOHO_MATCHING_COLUMNS in common_params.conf, but where do i set up ZOHO_SELECTED_COLUMNS?
How to show "Approve Web-to-Lead" on the dashboard?
We are using Web-to-Lead form on our website and have activated the "Manually manage" option. We want to be notified when someone fills up that form. 1) Can Zoho send an email to us that someone used that form? 2) Alternatively, can we have all unapproved web-to-leads on Dashboard? Right now the only way it can be accessed is from Leads > Lead Tools > Approve Leads which is too inconvenient. Please advice
how we can integrate zoho crm and echodesign
we want to send quote information in pdf format to echodesign and back from echo design to zoho for approval of quotes once it is assigned. so how should we perform this task . should we have to use zoho api or it can be done in zoho creator. once approved can we done payment status from zohocrm to Meritus Payment Solutions. so how to integrate all these apps in zohocrm?
delete user in free version ?
how can i delete a user in the 3-user version ?
Changing default chart
How can I change the default chart provided in ListView.
How can I import data from posibles clientes to Contacts or Cuentas?
How can I import data from posibles clientes( Spanish ) to Contacts or Cuentas? Thank you Munir
Different layout for different type of leads
My company has several types of leads/clients within the same business domain. Is there a way to create different layouts according to the lead/client type? There are different pieces of information needed for the different leads/clients and to have toss all the fields in the boiling pot is quite clustered and hard to follow.
invoice template items
When i create an invoice with multiple items only one item appears on the exported PDF/Print Preview. I have attached the template I am using. Any tips or advice would be greatly appreciated. -Danny
Mail send to contact to move to lead?
By mistake, send an email to a contact when it should be sent from the lead. You may move it to the lead. Thank you.
Allowing a user to only see certain types of leads
Hi I want to add a new user but I don't want to give them access to all of my leads, contacts etc i have segmented my leads into certain groups e.g. type a, type b etc and i want this new user to only be able to see the leads that are type a. Is there a way of doing this? Or is the only way of doing it to export all type a leads to a new Zoho account? many thanks
[Sales Order] use API to insert sales order with account id/name
Zoho CRM API shows it is possible to insert sales order record by API as below, but "account name" nor "account id" are not included, does anyone know how to associate "uploaded sales order" and "existing account"? thank you https://www.zoho.com/crm/help/api/insertrecords.html
How to sync contacts
Seems to be a popular discussion topic... Trying to immediately transfer and save contacts when customer interaction occurs. We receive a phone calls and e-mails all day with clients and are still manually entering the data. Can anyone help me??
Zoho CRM for Google is not responding
When I click Authenticate Google Contacts it takes me to the Google acceptance page as it should. However, once I click accept, I do not get the Sync Contact / Sync Options page, but rather I am returned to the Authenticate Google Contacts page. Help please? Is there an issue in Zoho that is causing this? Thanks.
Can I autofill a custom ecommerce form with the information that a new customer enters into Zoho form?
Zoho CRM API Zoho CRM provides API (Application Programming Interface) for integrating CRM modules with third-party applications such as, accounting, ERP, e-commerce, self-service portals and others. With the Zoho CRM API, you can extract CRM data in XML or JSON format and develop new applications or integrate with your existing business applications. As the Zoho CRM API is independent of programming languages, you can develop applications in any programming language (Java, .Net, C, C++, PHP, etc.).
Time change
Hello, I don't know why but the time looks like is 9 hour ahead. That's confusing... I checked the time and is correctly set in the Italian time as you can see: Zona oraria: (GMT 1:0 ) Ora dell'Europa centrale( Europe/Rome ) How can I solve this? Thanks
Disable TFA
Using the Admin account or in any of each user accounts I have no DISABLE TFA field visible for selection. I am using this link: in each account: https://accounts.zoho.com We run a subscription based CRM with 9 active users. Anyone to advise?
Layouts not matching up
I've made a number of custom fields and created a layout for each of my leads, contacts, and prospects. The issue I'm having is that when I uploaded my database I had the First Name and Last Name separate, and my layout reflects this. The CRM seems to be automatically combining the first and last names into one field, the Lead Name, Contact Name, or Prospect Name. I do NOT want this to occur. How do I keep the first and last names in 2 separate fields, as I have in my layouts? Thank you for your
Arrange Contacts By Industry
I would like to arrange my contacts by market segment. For example... Architects contacts in one list and engineer contacts in another list. This will help me find and email those particular contacts with targeted information. Is this possible?
Where can I find help customizing?
I have a small business in Orlando and I have spent 3 days using Zoho to realize that I need HELP. Are there people out there who are paid consultants to help customize this for me?
How do I set reminders through Zoho ?
How do I set reminders for a future date and time ? and how do I receive an email for that on that specified date .
Quotes/Invoices
Can I generate quotes and invoices in the free CRM version?
Custom Function : Updating Birth Date / Anniversary Date / Due by date
Scenario: Updating Birth Date / Anniversary Date / Due by date You may want to send recurring newsletters to the customers. For example, greeting your customers on Birthdays or Anniversary Days or getting reminded of the next payment that you would receive from your customers. The next birthday date or the next anniversary date or the next due by date can be automatically updated provided you edit and save the record once in between the two birthdays or two anniversary date, etc. You can use this
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