Leads not converting to accounts
My leads are converting to contacts, but not accounts. When I click "convert" on a lead, it doesn't even show a checkbox to convert to an account. It only shows option to convert to a contact. How can I change this so leads are converted to accounts?
Send Notification Email
Hello,When you create task there is a box "Send Notification Email" when you check this box common sense I am expecting this to send me an email when this task is due but it it sending me an email as soon as I save the task. Is there any way to change this? Thank you.
Share ZOHO CRM data
I would like to have a Share this icon on the top of many pages in Zoho CRM so that I can quickly share a record in Zoho - like a potential - or an activity - with a colleague.
How do I use another field's value in Report Criteria?
I'm trying to build a report on Pipeline movement. I want to generate a report of all the changes to the Stage in each Potential. I figured I would add a criteria in the report where Stage != Stage History and get the report. However, I can't seem to figure out how to use the current record's fields in the values of the criteria. I can do things like ${TODAY} and ${CurrentUser}. How do I get the current record's fields?
Email Issue From ZOHO CRM
I am having issues with some emails that I send from zoho crm, this only happens with some emails and I dont know why. I send the email and the screen goes grey and the circle button is going around like its frozen the system, 1) is this blocking this email due to it not being a valid email? Is there a way to fix this?
How do I reset CRM Analytics Tables?
I want to change what is imported/synced from the CRM to the Analytics db. How do I do this? This seems like a simple operation that should be allowed.
Quickbooks Integration with Zoho and QB Licences
I have downloaded the QB QWC file, do I have to have an active licence and file of QB on the computer I will primarily be running Zoho CRM on? If not how does the QB file integrate? Current Situation: My office Admin has QB Preimer Plus 2014 on a PC, I have a laptop I use in the field (being the owner and sales person) and need the integration with QB, this laptop does not have a Quickbooks Licence. Please advise the proper way of doing this....
Access denied to modules on Zoho Mobile for iPad
after logging in and entering the confirmation key I cannot access the modules. I am being asked to contact the admin which is me. And I cannot find any setting to make the iPad app re-enter the key. Not too urgent as I can use the browser version but I like to have this solved.
Unable to generate preview
hello, i have problem printing documents after fusion. with my logging (administrator) -> no problem but with standard profil -> Unable to generate preview can you help me ? thanks
Problem function
I have personalized Spanish zoho crm, I want to add this feature (Roll-up Potential Amount to Accounts), but it seems like I have to customize the Spanish, this script does not work: The field to join Total revenue already created and is related to SumUpField. I have to change in this script for this function to work for my personalization. Thank you
User Management
Hi, Is there any way to track what an individual user does in ZoHo CRM? I'm interested in when they sign in, and what if any records are modified. Any help would be greatly appreciated
Potential Custom Field that References the Grand Total of a Quote or Sales Order
I have tried a few times to create a custom field in the Potentials object that reads the Grand Total from a Quote or Sales Order. Unfortunately, I have not been able to get this to work. Does anyone know how to get this to work? Thanks in advance.
formula for criteria
I want to create a view of my reservations (potentials) that includes a criteria of 7 days prior to check in (one of my fields). I have the view created, I just need to know the formula for the 7 day prior. Thanks! Marla http://www.islamujeresvacationrentals.com
How to add tags to my Activities
Hello, I use Zoho all day every day at work to add, track and update my business leads. I'm having a problem with managing my activities and being able to have customised fields for keeping log of call backs I need to make in a day and the general status of a task that I have been working on > I know that I can add the current status for example: Not Started, In Progress, Completed. But this is not enough information to tell me not to open the actual task. So if I open the task when not needed, I
Data Sharing / Roles and Search Result
Hi, I want to setup the following customization, but cannot figure it out: I do have internal and external sales persons. The external staff should only see and edit their own leads. Everything fine till here. In the case the external sales staff searches for a lead that has not been crated by their peer group (so they normally would not see it) only the full name and company, as well as the lead owner should be displayed as a search result. the intention is to give every user an overview if a lead
Set up autoresponder to crm
How do I set up an autoresponder to the crm? I see the auto response section, but I don't think I can create a 10 day sequence in there... just one day right? Moderation Update: This is to inform you all that Zoho CRM’s Autoresponder feature will be discontinued
auto-sending a copy of the web-form
Hello Zoho Team, I am always worried when filling out a form on the web because I can't have a copy for my self as memory. So I believe others might be uncofortable with a form as well. In my opinion, it would be great having the option to let the customer to receive a copy of our web-forms: - at the end of the form checking a box say "do you want to send a copy to your email box?", or - a specific field to be used in the auto-respond email to embed (or paste) the form filled out by the customer
attaching accounts with leads
I want to know how can add accounts with multiple leads in the free version. This is really really important for us.
Adding a activity (make it permanent)
How do I add an activity such as "Send Samples" so that it becomes selectable from the task menu? Right now, I have to type in "Send Samples" each time which means a simple type would mess up any reporting based on this task.... i.e.. "Send Samples" would not match the typo "Send Sampels"
Assigning a lead to an account based on location
I do real estate marketing and refer home buyers to real estate agents. The lead enters the cities they want to buy in if more than one city they put a comma inbetween each city. The agents I have as accounts do the same thing. I need a way to automatically match the lead to the agent if the city matches, how can I do this? Zoho only allows 30 rules so I am limited to a few agents when I will have about 200 agents within 6 months. How can this be done?
SO Number
Is there a way to change the SO number format in sales orders or the name of the field?
How do I add an image in the products?
Can you tell me if I can add an image in the products?
user reporting
hello is it possible to display all the activities in which a user is involved ? how ? thnx a lot bp, from France
Selling Single Item To Residential Customer
I am a snow removal service company for residential customers. We sell a flat rate snow removal package to residential customers each year. This means one sale per year, per customer. We do this on a scale that would require our CRM to have the capability of tracking hundreds of customers, and hopefully all my interactions and updates on each of them. My question is, do I need to use the "potentials" module? It appears that it is geared towards selling multiple items to one customer. Or to say it
Leads
How do I add the timezone if it is possible to the leads sheet, so that I don't have to google search timezone for a particular area code
Problem inserting records into CRM with API in Perl
Hi folks: I read through the API examples for insertRecords. I am attempting to insert a record into the Leads. I followed the examples, and yet no matter which variant I tried, I always received an error: <response><error><code>4600</code><message>Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter.</message></error></response> The code I wrote is very simple: #!/usr/bin/perl use v5.14; use strict; use warnings FATAL => 'all'; use LWP::UserAgent;
I'm not getting any response on API
I have this code private $token = '1234567890abcdefg'; public $responseType = 'xml'; public function getSearchRecordsByPDC($searchValue,$searchColumn='email') { $url = "https://crm.zoho.com/crm/private/".$this->responseType."/Leads/getSearchRecordsByPDC?newFormat=1&authtoken=".$this->token."&scope=crmapi&selectColumns=Leads(First Name,Lead Source,Phone,Mobile,Website,Lead Status,Description,Last Name,Website,Email,Lead Owner)&searchColumn=$searchColumn&searchValue=$searchValue"; $result = $this->curlRequest($url);
Sales Order - use API to create "sales order record with account id"
https://www.zoho.com/crm/help/api/insertrecords.html in "sales order" example, it doesn't have account name / account id as attribute, how can i associate sales order record with account? thank you
The email template not available in CONTACT // And the receipt request email don´t work
Hello! I have a email template in MODELS. The email template appears only in opportunities for businesses. If I send email through CONTACT the email template appears not available. why? The read request on the email does not work. Thank you
Lead Web Form - Hidden Fields causing error with Approved Leads
I have a webform (image1) where I am collecting basic contact information. I have three picklist fields that I am including on the form and hiding them trying to populate a value based on the form that's being submitted. I have "Approved" leads enabled on the form submission also. When I try to add all 3 of the hidden fields I am clicking on the fields option and setting a default value from the picklist. When I try to save the form, I get a grey over layer on the screen with a contact zoho email
Subscription is for min. 3 users
Hello, I'm trying to subscribe for Zoho CRM, but I only have the option to do so for min. of 3 users. I want to have it for only 1 user, is that possible? You never mention in your package plan that it's for 3 users minimum. Btw, I'm a subscribed user for Zoho Books since over a year now! Thank you, Omnia
Can this be used for a dog rescue non-profit to process dog adopton applications
Hi, n00b here so excuse any mis-steps please. I chair a Great Pyrenees dog rescue group in California and we are looking for a way to plug the holes in our adoption process. We want to be able to track and have available (in the cloud so to speak) to specific members of our organization, the dog adoption application information of our applicants and where they are in the process. We also want to have a file of those applications that we didn't have a dog for at the time of applying but may now. How
When using ZOHO to track subcontractor bids to multiple general contractors, how can I attach to opportunity....
...for cross referencing and tracking? I am the sub-contractor. I submit the same bid to multiple general contractors. If the GC is selected, we get the work. I would like to be able to track by JOB, and cross reference by GC. (Looking for patterns with various GCs, sales efforts, etc...) Who can help? Thanks in advance! scott
Audit log for individual records?
I'd be interested in having an audit log for individual records to be able to see the history for each particular record. For example, I'd like to be able to look at a lead and see the trail of record changes (including field updates and emails) to get an idea of the life cycle of that particular lead. This way I could get a better idea of how each salesperson progressed and how the lead developed. I have Zoho Mail enabled so I'm able to see the emails, but I'd like to see the actual day to day progress
Free Webinars on New Features - Nov 20 - 22, 2013
After last week's release, Zoho CRM experts bring to you a series of Webinars to learn more about the new features and enhancements in Zoho CRM. Register Now for the upcoming webinars on Custom Modules, Workflow Automation using Custom Functions, New form builder in Web Forms and an improved Integration with Zoho Campaigns. Registration Link: https://www.zoho.com/crm/webinars/ Webinar Schedule Custom Modules - Nov 20, 2013 Workflow Automation using Custom Functions - Nov 21, 2013 Web Forms and Integration
Text Messages from Mobile to CRM Record
Anyone have a workaround for text messages attaching themselves to a lead/contact/ in CRM automatically from their handset. I'm on android. I was thinking surely their is some app or even built in function of iOS and Android that would fwd text messages to an e-mail, where a function could then parse out the recipient number and link to a lead/contact and then store the incoming and outgoing text message with the record in CRM. Anyone have some way their able to make this seamless? Regards D
If I delete one row from a quote all rows get deleted. frustrating
If I delete one row from a quote all rows get deleted. frustrating
CRM problem with inactive account
I have been trying the different CRM options and have finally gone back to the professional option. I have created a new free trial period to get things set up but now cannot set up my Sales reps as users as it says their email address already exists. I know I have deleted all the other trials so why is it still blocking this new user set up.
Zoho With Ecommerce
I have used Zoho CRM API for leads, contacts and other modules. Now I am going to propose a solution for my client which has an Ecommerce solution attached to it. What I want to know is the possibility of integrating my orders, categories, products and invoices with Zoho for further process that if a product has leass quantity then defined lowest quantity it will send a notification email to concern people. Also if an order is placed the product quantity will be decreased in the stock.
Views
How can i change the default view. For example if i want to change the default way of Potentials.
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