Why aren't all fields showing up in dropdown box when I am changing the mapping for lead to account?
Some info is lost when I am converting Leads to Accounts or that info just goes into Contacts but I need it to stay in Accounts. I tried to change the mapping of those certain fields but in the dropdown boxes, the corresponding fields are not even listed as an option for me to chose from. For example: trying to map "Skype ID" field in Leads to "Skype ID" field that I created in Accounts. I go to the dropdown box and there is nothing there for me to chose from. So when I convert the lead to an Account,
invoice template doesn't transfert the date from Contacts
Hi! I'm trying to build a invoice template in Zoho CRM and my goal is to have specific information from the Contact (customer) to appear on my invoice. But for some reasons it doesn't work. For exemple if I create a Contact and filled all the information I need and then I go create an invoice. I link the Contact in my invoice when I create it but still when I try to print it or export it, all the customer name, phone and others informations doesn't appear. I tried creating a Contacts and then
Is there a way to change some of the pre-programmed fields?
In "Leads" there is a mandatory "Last Name" field which is not editable and the "First Name" field is also not editable. I need to have just one text field that I would call "Name(s) of Contact Person(s)" because we have multiple people that we work with from each of our Leads and this would be much easier than putting their names in Contacts. I would also need this field to map to the same field in Accounts so when our Leads are converted, the full list of names would transfer over all at once.
Can I run a report based on product?
Good day everyone! I have quite a few accounts entered now, and have added products to each account. My question is....Can I run a report based on just the product? I would like to be able to create a report based on the product that the accounts have. This will allow me to "target" just those accounts with a specific product. Thanks in adavance! Seth Hampton
Adding Contact Role in "Contact and account" field
Hi, can anybody pls help I am aware that there is no "contact roles" in the contacts page. Contact role is existed only if I convert the Lead to "Account, Contact & Potential". However, from marketing's point of view, I need their role in order to determine their job nature and what kind of mkt materials they may interested. I had try to use the department as a filter, however it's open columns. Is there anything I can filter contacts into different role or department?
Get Last note for a potential into the custom List view
Hi all, I have been scratching my head over it for a while now. I want to bring the last note that has been updated for a lead or a potential into the list view as one of the columns. I believe that should be possible as notes is a data field associated with a record. Can't seem to get around it though. Please guide me.
Update contact from excel & import boolean value?
Hello! I am playing with Zoho to get to know it and I came to a problem. I imported the contacts from Excel and then I've changed some data inside, trying to update it in Zoho too, but nothing really happens - no update. What am I doing wrong? What I've done: I have let's say 10 columns in Excel and I've changed birthday date (added a corrected year) of a contact in a column 2. I've clicked on "import contacts", chose name, surname and e-mail of a person and also "column 2" (b-day column) to import.
'Closing This Month' view - want to show Open only for sales focus
I use the default 'Closing This Month' view on my Home tab, but it shows Potentials with any status whereas I just want to focus on open ones that are yet to close. I have tried to create my own version of this view, but cannot figure out how to set a Date criteria that is always 'this month'. Can this be done, please? Thanks!
Contact History - Deciding Today for CRM solution
Why can I not see the full history of a contact in Zoho ? We created a web-to-lead form on our site and immediately started to receive enquiries (no idea where they went before) Convert the lead in CRM , bcc a reply email and it appears in the record - great ! Well, no. I converted the lead gained from the web to a contact and when viewing the contact, all that history has disappeared. I don't want to have to enter a note manually "came from web to lead" it should be there automatically as a fundamental
Criteria for Open Purchase Orders
Hi All, When viewing a VENDOR in the CRM, the right-hand side displays some useful info about that vendor. One of them is Open Purchase Orders. What are the criteria for this? Some of the "open purchase orders" that are displayed are not open at all- they were delivered and the purchase order is finished. How can change this? Does the "Open Purchase Orders" depend on the Purchase Order drop-down status field (in the individual purchase order). My fields are as follows: - Created - Approved - Delivered
ISSUE PRIVACY AND MAIL SHARING
Hi All, yesterday I posted a question regarding a privacy issue that was solved as explained below by a very effective guy called Anil. BUT TODAY WE FOUND ANOTHER serious bug on our point of view. Let's say we have 3 users in our organization USER(A)-Director USER(B)-Employee USER(C)-Employee USER(B) has his own lead (JOHN DOE with email JOHN.DOE@AOL.COM) with which he is in contact and (as the email setting is on public), USER(A) can see his communications while USER(C) cannot, being at the same
my email tem[aates disappeared
my email templates disappeared
Issue with Web Integration Forms
Using the free version of ZOHO. Trying to create a Web-to-Lead form and publish it to a Google Site. Documentation all says this is available on the free version (limited to 1 Web-to-Lead form). problem is, we are not seeing any "Publish Form" area on the page. After the Email Notification area, there is nothing but "Save & Next" button. Clicking this brings you to the Result page with the created HTML. Never gives any option of publishing to Google Site. Help please.
Gmail Widget link to CRM COntact
Could we make the name and account link back to ZOHOcrm?
How do I transfer someone from leads to contacts?
I am trying to transfer some of the contacts that I have in leads and move them to contacts because they are no longer leads. Does anyone know if this is possible?
Importing contacts with address fields
Hello, When I import Contacts from Outlook to Zoho CRM, it automatically creates Accounts, which is nice. But it does not carry over the address from the Contact to the Account. I do understand that different Contacts may have different addresses, but I would expect there to be an option to handle this. Also, why are the default address fields for Leads, Accounts and Contacts all different? Leads calls them Street, City, State, etc., Accounts has Shipping Street, Shipping City, etc. and Contacts
Add a new user
When I click on New User, the new area shows up to add name & e-mail (ok) but the Role & Profile line is already filled in with the same job title as I ? Need to change Role and Profile for new user (There is only one CEO)?
Return URL
Hi I have a form on a page that I want to populate my Zoho DB after the user submits it. I am using the Form to Lead template that requires a return URL. However, I cannot provide a return URL as the form is a PHP form that does not actually reload the page after submission. It is a form that should just submit the form, clear the form contents without reloading the page. I hope this makes sense. So it is like those web pages that have a small "contact us form" on the side that the user can use
Two Needed Upgrades
Global Contact manager, which includes Contacts, Leads, Accouonts and Vendors. That way we will be able to sync with google, and others. Also we will be able to use the native mobile application on our smart phones, having all of the needed names and numbers at hand! IDEA #2: It is about z-Sites, but it does effect zCRM Contacts and leads!: can you please add to the blog section of the z-Sites the "Read More" segmenter so that we can have a viable blogging solution competitive with other blogging
Integrating excel "engine" into Zoho CRM
We use Zoho CRM to manage our data. We collect data from customers, run it through an excel model to generate the numbers for a proposal specific to that customer, and then import all this data into Zoho. The issue is that when inputs from the customer change, we need to go back to the model, recalculate in excel and then import again. This is an error-prone process. I wonder if anyone knows a way so that we can integrate the excel model into zoho. Then we could designate which fields in Zoho
Add email to ZOHO Crm
If I go to my sent box and need to add an e-mail to zoho it adds to my e-mail address not the person I am sending it to. So I have to delete myself and look up the recipient info. (Send & Add) after creation of an e-mail does add it to recipients file. Am I missing something? Is this an oversight?
Locate Map Settings
We are currently in the process of adapting Zoho to suit our business needs. Is there any way to change the fields which are searched when you click on the 'locate map' bottom?
Selectively Sync Calendar with Google
Hello everyone, Is there a possibility to sync google calendar with ZCRM's calendar ? I use (like many I guess) Gcal for many reminders and personal stuff. It would polute my professional calendar if it were all synced to Zoho. Maybe there is a feature to sync a specific calendar from Google (one would create a 'zCal' in Google with a specific color). Or there could be a tag (#Z) acting like a filter while syncing ?
Can I set up another field in the leads section
Hi, Im wondering if it is at all possible to set up another field in the leads section. I want to have another sub category under the Industry field. i.e Construction for the industry and then another field for what they do such as Concreting. One other thing, if this is possible, does it create any issues with reporting?
Can you insert Account Record Using insertRecords Method?
I would like to insert a Customer ACCOUNT using the API. I reviewed the methods for "insertRecords" and "updateRecords", but only see the ability to insert and update LEADS. Is it possible to insert and update an ACCOUNT record? If so, would the Request URL be like below? Thank you. ttps://crm.zoho.com/crm/private/xml/Accounts/insertRecords?authtoken=AuthToken&scope=crmapi&xmlData=Your XML Data
Cannot upload documents
One of my employees cannot upload any documents. It allows him to browse to the document and select it, but then nothing happens. The box where the file name should appear is blank.
When I export contatcs from CRM to xls, how can I include the comments field?
Is there any way to include comments in my export from CRM to CSV/xls?
Difference Last Modified and Last Activity
Whats the difference between the two? Both seem to update when I make a change.
Production BUG:web to lead downtime!
Our web to lead isn't working! Google Adwords says 4-5 leads have come to our website which has the ZOHO CRM Web to lead form. If we test the form it seems to work but no leads are getting recording in ZOHO nor is the notification of leads coming to the designated end user! This problem is atleast 24 hour old now!
How can we see our employees contacts within CRM? I can only see my contacts?
How can we see our employees contacts within CRM? I can only see my contacts?
BBC Dropbox
Hello, I cannot find the BBC Dropbox email, to forward mail into my Zoho Crm account. We have the free Zoho Crm for our three accounts. Is it available that function in the free version? If not, which version or which add-ons should I purchase to have this options? Thanks guys
Account Settings
1. In Europe the format of dates is DD/MM/YYYY Is it possible to edit this field in the free edition please? 2. Time Format: To avoid any confusion in setting up meeting appointments or tasks, is it possible to have the military 24 hour clock please?
I don't see Zoho Mail Add-on User
Hi, I bought one Proffessional license and I activated ZOHO mail addon on my account. But on Zoho Mail Add-on Users list i don't see my user and I can't start to configure. What is the reason? Regards, Paweł
Unexplainable search behavior
If I do a search for "HDR" I get 9 accounts that match. If I search for HDR Omaha, I get one account that matches, and that account does not appear in the "HDR" search. Why would a search that should produce a subset of another search show files that weren't in the original?
I created a Potential Report but the data is showing with 11 decimal places
Does anyone know why it would be displaying 11 decimal places? What can I change in our set up to allow it to display 2 decimal places? Thanks for your help!
Query on Forecasting in Zoho CRM
Hi, I am using the Enterprise version of Zoho CRM. I would like to know if there is a way to break up and assign the aggregate forecast for the organization to individual sales staff. Under the forecast tab the current system is only allowing us to create a monthly aggregate forecast for each of the quarter. How can we link this aggregate no.for any given month to the individual quota/target of each member of the sales team. Best regards, Zuhaib Shameem
Google Chrome issue with Enterprise CRM Pulse (new) web tab
Team, The new Pulse application does not load correctly in Chrome when accessing it through the CRM web tab system. All other Zoho apps open correctly in the CRM web tab. When selecting the Pulse tab in Web tabs, it kicks out of the CRM platform and goes directly to the Pulse portal.
uploadFile API
Hi there, When trying to post to the API I always get the response 'Invalid Ticket Id' with error code 4834. I thought the api key/ticket method was no longer used and instead we should be using the authtoken (which is what I'm doing)? Thanks
Getting error 4834Invalid Ticket Id while inserting a new lead
<?php //Get your auth code through the ZoHo $auth = 'my api key here'; $name='nit'; $surname='test'; $email='n@gmail.com'; // This is a very basic lead. // See https://zohocrmapi.wiki.zoho.com/insertRecords-Method.html#Sample_Lead_XMLDATA $xml = '<Leads> <row no="1"> <FL val="Lead Source">Website</FL> <FL val="First Name">'.$name.'</FL> <FL val="Last Name">'.$surname.'</FL> <FL val="Email">'.$email.'</FL> </row> </Leads>'; //Initialize connection $ch = curl_init('https://crm.zoho.com/crm/private/xml/Leads/insertRecords');
How to build a new cmapaing member list?
I have number of campaigns and contacts attached to them. Suppose I have 4 campaigns: A, B, C, and D. And I have a contact X who is attached to A and D. I'd like to get a listing all contacts who are attached to A or B and at the same same time are not attached to C or D. I thought I could make it by this: ( (X attached to A) OR (X attached to B) ) AND (X is not attached to C) AND (X not attached to D). But this construction is still returning X which is wrong because X is attached of D. How do I
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