Change account ownership
If I create a ZoHo CRM account, populate it with data and customised fields, integrations, etc and operate it for some time, is it possible to change the ownership of the CRM account to another entity (person or company) in future? Alternatively, is it possible to export the configuration and data and migrate it to another ZoHo CRM account? I am building a CRM for a client who does not wish to create a ZoHo account at this time. They may or may not establish an account in future. While I am paying
Dashboards
I'm looking to create a stacked bar graph that includes potential owner and potential stage in X axis and count on the y axis. Any ideas?
Sending mass email from campaigns
I have 4 campaigns set up and imported my leads to each campaign. How can I send out mass emails from each individual campaign? Is there a way to do it from the campaign link or do I have to do it from the Leads page and filter with manual criteria?
What Prospect Data Sources Integrate with ZohoCRM?
I can not find a list of data sources / agrigators (like Hoovers, SalesGenie, ZoomData) that are either automatically or easily integrated and uploaded as leads into the Zoho CRM Platform. Can someone please tell me where on their website this information is located or provide me a complete list? Thanks!
CRM Standard 2013
On the pricing of $12 per user is the address book and contacts shared? Is the capture leads from website? I tried calling but all are busy Thank you
add image to product
can I add image to a product?
New Custom Functions - linking ZOHO CRM Purchase Orders to QuickBooks
With the new Custom Functions can we finally link ZOHO CRM Purchase Orders to QuickBooks? In addition can we change the status of invoices paid in QuickBooks to the invoice paid in ZOHO CRM? Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
Social integration without search
Hello, I would like to know how can I add Facebook, LinkedIn, information from my lead where I DO have their profile links. Using the social integration where I have to give permission to search directly into the Facebook/LinkedIn database is great, but it is not practical. There are tons of "João da Silva" in Facebook so I must narrow down the search with its unique id for instance or the profile URL. How can I do that? Thank you, Igor.
Google Apps menu from Zoho CRM will not show
I have linked my Google apps account with Zoho, however, from the Zoho menu, "setup/apps & add-ons/google apps" all I get is a "loading" notification. I can not select any option from the menu, as there is none. What is the issue or solution?
Question about contacts and products
Hi, Is there a way to: A: Send an email to contacts related to a specific product? B: Send an email to contacts related to products sorted by a specific value. Example A: I have a product named "Wood House". Can i send an email to all contacts related to that product? Example B: In products i have a field named "For Sale" with the values (Yes/ No). Can i send an email to all clients that are related to a product with the value "yes"? I am aware that i can create reports with this information. But
I can't seem to get the ZohoCRM ActiveX Plugin to install.
I went to this page: https://www.zoho.com/crm/help/office/install-plug-in-for-microsoft-office.html and followed every step, and each seemed to complete properly. But when I go to the webpage in Internet Explorer, and try to do a mail merge, Microsoft Word is greyed out, only ZohoWriter is selectable. And when I check the Manage Add-ons in Internet Explorer, there is no zohoCRM.Activex plugin. However, on a separate computer on which everything is working fine, there IS such a plugin in IE (under
Associate Multiple Accounts to a single Opportunity
Challenge - we are a subcontractor that bids to multiple general contractors. We create a single potential but may send it to 3 different general contractors. I created 2 custom fields (account2 and account3) that provide lookups and it allows me to select the another account name When I create an potential, I select Client 1 via the lookup feature the account, client 2 as the account2 and client 3 as account3. After I save. When I open up Client 1, i see the opportunity listed as it should, however,
SSL received a record that exceeded the maximum permissible length.
I trying to use the Website Integration and after I put the code on my site. I try testing it and I get a SSL received a record that exceeded the maximum permissible length, error. The Error code: ssl_error_rx_record_too_long... Can someone help me out this... The URL is http://www.evelinagaina.com
some salesorders module field are not displayed in output pdf/mail based on customized inventory template
I have this inventory template (the red fields are not displayed, some of them are there only for debug purposes) and the output preview is like this: So how is easy to see all product related fields retrieved from SalesOrders table are not displayed Any suggestion, please!
Zoho App for iOS
Good evening all. I'm in tryal time for Zoho CRM, and i installed its iOS App on iPhone and iPad. When i open them i'm in read only mode. Is it cause i'm steal in tryal version or i have to configure samething on CRM Options? Thanks to everyone who will answer.
Adding Existing Users
We are looking at setting up Zoho to use a CRM within our company. A couple of our employees have already experimented with the free trial and like it. I'd like to create an account then add users for collaboration and to view user activity. The problem is, when I "add new user" it says "email already in use", because it is. Can I add existing users to our umbrella?
Converting Leads as Clients
Any way to convert my leads into clients instead of going into contacts?
Activities under Account or Potential?
Hi everyone, I've been using ZOHO CRM for few months and I'm pretty happy for what it has to offer. However I begin to rise a question! Normally, we create activities under a Account & associated to a contact. How about when I create a new potential for the account, should I associated the activities with the potential or account? Please share your idea!! thanks
Product missing from Lead and Account
I need to have Product as a property of Lead and/or Account, but can't find it. What am I overlooking?
Import from Excel
Hello, I have a problem when I'm going to import accounts from Excel. In some columns there are some empty cell, although 80% of contacts are all full cells. When I use the option to import accounts gives me error because there are some empty cells. The question is whether there is any way that when I go to import the CRM ignore these empty cells and import all accounts normally. Thanks
How to edit a Custom field -text area- type default value?
I want to know if I can ad a default value in a text-area custom field, similar with "terms and conditions" because in custom fields setup form I have only field name edit...
how to create no activity report
Hi All Has anyone created a report on ACCOUNT Or POTENTIAL that has no activity 30 days, 60 days etc Any help or suggestions would be appreciated Ashique Ibrahim Zoho CRM Certified Consultant ash.ibrahim@oscillosoft.com.au | Skype: ashique.ibrahim p: 1300 301 771 | f: 02 8203 4599 http://www.oscillosoft.com.au | ACN: 123 884 328
PDF Reports
Reports can be exported as PDF's. Is it possible to have schedule reports delivered as PDF's? Cheers Kurt
Please add a logout option in this page.
Kindly think of adding a logout link in this page attached.
Missing fields
Hi, I am trying to create new reports showing fields Account name, Industry, Status etc, however, when I select Create New Report, those fields do not appear either in the columns view to select which columns I wish to appear in the report or in the drop down criteria menu where I select the criteria for the reports. I have existing reports which clearly have those fields available, but they are not available in the criteria section. Can you please help. Thanks
activity area in customer detail page
Dear all, I have just began to use the activity field and it is very useful. now I can link a task to the related customer already in my db. The point is: Shall I view the activity assigned to the costumer in the costumer details page. As "member organizations" link already does? Thank you
ZCRM on MAC
I have a requirement from our potential client. They use APPLE OSX for their documents and want to use MAC, iPhones and iPads to access ZCRM. Can we attach documents to ZCRM from any remote APPLE server? e.g. I am in an organization and my organisation has document management server accessible on path say //APPLE-SERVER/COMPANY-DOCUMENTS/Vishal/Personal/. Can the documents be attached via UNC path to ZCRM? ZCRM does not support NUMBERS ( apple spreadsheet ) to import modules data ( Import LEAD/CONTACTS
Ho to email a list of contacts with a filter on the Account Type
Hi, I want to email all my customers. My Account Type is in the Account table and I want to extract all contacts emails from my customers accounts. How to handle this, is this possible with Zoho Professional Edition?
do a mapping of the address field of the case accounts?
hi i am newbie I have a question I would like to know if I have such an account and lifted a case, if one could place the address of the account will be automatically placed in the case?
Custom Field Creation
Hello, I have subscribed for Standard package, I tried creating some custom fields in Leads but I get a message saying you can add fields in your subscription please upgrade and I could find any limitation mentioned in subscription plans. I am ready to upgrade but my worry is what if i cant create fields even after upgrade. Please help me on this. Regards, Pramod.
Outlook 2013 plugin task sync freezes
I installed MS Office 2013 last week, including Outlook 2013. The Zoho CRM Outlook 2013 plugin seems to sync calendar and contacts without issue. Sync of tasks freezes every time.
Is there an option of email to case
Hi, Is there any option to automatically add customer reply to a support call ? The description of the use case is: 1) When a support employee opens Zoho case (support call) an automatic email is being sent to customer 2) the email is added to the relevant support call. 3) the customer replies to the email 4) the case status is automatically being changed to 'customer responded' 5) the customer reply email is being added to the case Thanks, Ami.
User permission denied even after admin sending the access
Hi, I have a user added but her profile is shown as not confirmed. I sent a re-invite for which she responded by clicking the link. But it shows a page saying "My organisation has an account in Zoho CRM, Contact your admin for the access"; and the second one is my organization is new to CRM create my account. Once again, I sent the access to CRM mail for which she clicked the link. It says "you don't have permission to login. Please contact your admin". Meanwhile trying, she once clicked on create
Formula fields do not work
I have been trying to get a formula field working but it just doesn't work... not even if I place 5*2 it does not return anything at all. I thought the bug might be in my account so I created a new account to make another test, but I got the same result. Any ideas?
default views zoho crm
Is there anyway to remove the default views within crm? They're good starters but after a while when certain ones are not used they get a bit annoying sitting through unused views to get to the ones you want . More specifically,the leads views
Zoho CRM for Google
In the Zoho CRM Help section > Google integrations, there are instructions to "configure synchronization settings" (see screenshot 1): When I follow these instructions I do not find a "Zoho CRM for Google" option (see screenshot 2): There is no way that i can do the necessary evaluation of Zoho without experiencing the email integration option. Please help, Dan Sammis Sammis Marine Network dan.sammis@gmail.com 561 354 8474
Enlarge Printed Font Size
Is there a way I can change the font size when printing a list of contacts off the CRM? Thanks!
Inventory units for products
The product codes I created relate to banner ads, advertising. How do I add inventory to each of these codes without having to set up a vendor and creating a purchase order? right now if I create a sales order or an invoice, Zoho tells me I do not have stock and forces me to allow negative inventory.
how to create a lead/contact from the auto-email after submission of a web-to-case form?
when the form web-to-case on our website is filled out a notification is generated to inform us of the new case. We can't generate a lead/contact as the email comes from systemgenerated@zohocrm.com. Only later - manually - we can generate a new contact or simply adds the case to an existing account. Doing the same from the email would be faster and better because we can activate a task as well. Any suggestion how to do it, please?
Customer enquiry form
Hi, I would like to build a customer enquiry form for my website in various parts of the site within a joomla environment. Do you have a widget, or can you provide location where I can find the code necessary to produce a widget so that a lead or an enquiry comes directly to our Zoho account.
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