do you know if i can turn contact into an account?
i'm trying to but do not see this option.
How can I make a field available for a report?
I am looking to add the 'Contact Name' field to a 'Report' but it does not show up on the list of available fields. Any suggestions for how to deal with this? Thanks.
Alphabetical Choices (A-Z)
In the Accounts and Contact window the alphabetical choices (A-Z) are at the bottom of the list causing the user to have to scroll down before accessing this search option. Since I use that option consistently, it would handy to have the alphabetical choices (A-Z) at the top of the page.
How can I downgrade contacts to a defunct category without deleting them?
Hey everyone~ I was just wondering if there is a way to downgrade contacts to another category once they are no longer pertinent so that I retain their information but do not have them cluttering my list of active contacts. So far, I have just been copying the person's name and contact info onto an outside spreadsheet and then deleting the person from the CRM. It seems there must be a better way to manage this process. Can anyone help me?
Upload leads - immediate error message
Hi I have 160 leads in CVS format I wish to upload. I cannot even select the file. Can you help? This is what happens: I got to - Import leads > Browse It opens a file menu - Windows (C) - windows - sytem32 As soon as that opens, an error message comes up - "c:\users\Arlo\desktop is not acccesible - the directory name is invalid" I tried to click through it 'ok'. The error message disappears, the file menu stays open. I try to go into the correct location to find my CSV file - it shows nothing,
How long to rollbacks take?
I've initiated a rollback on some imported data from a few days ago. There are 473 records (contacts) imported that I'm rolling back. The status reads "Rollback in Progress" and has for the past 15 minutes. Is the rollback process time consuming? How long should I expect the process to take? Screenshot attached. Thanks in advance. -Sarah
BCC Dropbox is not working
I have sent a few tests, and am not getting a new lead created.
dates not sorting properly
I double checked to make sure the fields are formatted as date field and they are, but whether I choose ASC or DSC, the order is incorrect. Please assist.
Anyone use Carmel CRM Sales Call Logger Android App?
Stumbled across this app for Android that is supposed to work with Zoho CRM to log mobile calls. Anyone have any experience with this? My boss would probably want to use it if they had a Blackberry version. http://carmelcrmsaleslogger.com/
Randomly getting error 4401
On our website, we have a form that is submitted to Zoho CRM via the API (insertRecord method). It's been running fine for months, we've had no problems. Since last Thursday or so, we are randomly getting error code 4401 (Unable to populate data, please check if mandatory value is entered correctly.) It shows up for maybe 10-20 min, and then the error seemingly resolves itself. Without applying any changes or fixes, the script functions are normal and we do not get an error. Any ideas on what could
can i turn contacts into account?
i have contacts which are stand alone and contacts under same account but i want to turn these contact into account separately. do you know if there's a way?
Lose attached emails when convert a lead to an Account
I am able to attach my emails outlook 2010 to Zoho with the plug-in successfully. However, when I transfer a Lead to an Account the emails are gone as well as the email tab. Any ideas?
How to rename Quote-PDF
Whenever I export an Quote / Estimate, the Name of the QUote is like this: "Quotes_1370079554403.pdf" I dont want to use the zohogenerated quotes-number. Too long... So i delete this and replaced with an new custum autonumber field. Now my Quotes have a number like "A-12344". Perfect! BUT - when exporting, the zohogenerated Number is shown in PDF-Name: "Quotes_1370079554403"... How to change? Or is this really! not possible? I want to use the Name of the Quote like: A-12344. Or - much better- "Custumername_Angebot_A12344.pdf"
lookups
I thought i had this working but it appears not. In cases i want to look up a contact and see what type of warranty (custom field) they have and then show this in the case view I used a lookup but instead of showing the warranty it shows the contact. Any ideas please I am determined to make zoho work for us.
Problems with related lists
Hello, I'm running into a problem with Accounts, Products and Sales Orders with related lists. For example, when looking at an Account Record, at the bottom of the page I have "Accounts" 2 times as a related list. However, when I click on "New" in the second Account list it opens the Add New PRODUCT window. I do want Products to be able to be associated with accounts, but why does it have Accounts as the label? Also, my Sales Order field has the same issue. There is also a Sales Order related
Rename field names
We have renamed default 'Accounts' tab to 'Resort Partners' in zoho CRM. but I am unable to edit existing field names in the Resort Partners section. is there anyway we can rename field names of default modules?
Save Password
Hello, This is a small item, but a pain just the same. What needs to be done to allow the browser to save the login for CRM and Projects. We check the "Keep Me Signed In" box and yet every couple days, we have to log back in anyway. Thanks.
web-to-lead form notification click through
Hello. I use web-to-lead forms extensively. With the web-to-lead notifications, I get the information, but to look at the lead, I have to go into crm-> lead-> find the lead, etc. Couldn't the lead email include a link to click directly to the crm lead?
adding to the convert option
Can I custom the quote screen to convert from quote to case automatically wtih all my customized fields etc?? I see that it only gives you an option to convert to sales order or invoice on the quote screen? I wanted to add a function to convert from quote to case which I have customized the case to fit our company needs. any help would be appreciated.
Converting leads combines First and Last name into one field - How do I stop this?
Hi, When a customer submits their details on our site we take their first name and last name. This is then listed as First name and Last name in the Lead. However when we convert a lead to a potential or contact it's combining the names into one field. How do I stop this happening? Cheers, Mark
Unable to use an email template in 'Calls' section to email to a Contact or in relation to Call as an activity
Hi I dont seem to be able to use an email template in relation to 'Calls' to go to a 'Contact' is there any guidance for this anywhere? Thanks Maxine
emailing from a lead in Zoho
why does the email started and sent from inside a lead not show up in ZOHO mail as sent??
I need help for best aplication for my business
Hi everybody. I am build i new busines and i need a good crm aplication.. i need save all clients for future contact..i will sell my software, but when client sign he receive a TRIAL for 15 days, and before if like he BUY FULL VERSION. procedure 1. Landing page get client 2. Send email to client confirm you subscriptions 3, Send email with procures to use my trial system 4. Before 15 days expired my system and send email to buy FULL VERSION. Thanks
Login Rule
Hello, I would like to know how to create a rule that allows all users to enter Zoho CRM at the accounts module upon login. Thanks Rick Bartelli Internet Marketing Ninjas
Unable to Process your Request-Cases
We are in our 15 day trial of Zoho CRM Professional Edition. We entered a case before with no issues, however today when we enter a cast it says Unable to process your request, then click here to go back. Any idea what's going on here?
COMO OTORGO PERMISOS PARA CADA USUARIOS
Hola necesito ayuda por favor , tengo la base de datos de mis clientes pero hay otros usuarios tambien q pueden ver mi base de clientes , mi pregunta es... como ago para que otros usuarios no puedan ver mis clientes ???
Trying to add secondary email but error that it exists already
Hello I am trying to add a secondary email of inspector1@eliterealestateinspectors.com to my account for tiffanylgreen@gmail.com. I am getting an error saying "email address already exists". When I initially create the CRM for Elite, I used the inspector1 address then I deleted it and added tiffanylgreen@gmail.com so I could authenticate to my google account. Is that address stored somewhere else. I don't see it associated any longer.
How do you separate Leads?
hi, any help you can give me is highly appreciated. I need to separate some of my leads from the rest. Like putting some in a folder to keep them separate . Any idea how I can do that? Thanks in advance for any help you can give me.
All my potentials from previous months are gone, what happened?
Hello, my boss just brought it to my attention that all my potentials that I added into Zoho have disappeared. i dont understand why, does it have something to do with the closing date? Do they automatically disappear at some point? Please help!
Automated follw up reminder
Hello, I am a small company new to Zoho CRM. First of all, none of my reminders or alerts seem to be working. Must be doing something very basic wrong but i have done several tests and so far have not received any email or pop up alerts. secondly i would like to set up amnautomatic rule that reminds me to follow up on a contact and/or lead 15 days after the most recent modification. im sure this cant be hard but can someone help? thanks
Web to Leads Form - Does not save in admin area.
I have noticed an issue when trying to create a new "Web to Leads Form" or edit an existing one. When I make any changes or create a new one and hit the "Save & Next" button it just goes to a white page and does nothing. It has been this way for about a month now. The URL of the page that it is white on is: https://crm.zoho.com/crm/setupInner.do?page=WebToEntityForm.do?module=Leads&tab=webInteg&in=webLeads I'm currently using the latest version of Chrome (I have used Firefox and IE9 as well) and
Automatically Delete Old Tasks?
Would be great if there were a way to delete the last task automatically when a new task is created. We waste a lot of time deleting old tasks. Thank you.
Create Tasks Using a Macro Due Same Day
We would really like the ability to use a macro that creates as task that is due the SAME DAY! For some reason the best the system can do it is +1 day from the current date. We need tasks to be created on the same day!
e-mails sent from potentials not showing up in Contacts
Trying to figure out why if I convert a lead, and then send the "Potential" an e-mail, that e-mail doesnt show up when I click on the individual contact's name when it was obviously sent to that person?
Alerts in Zoho CRM
I have been looking but cant find where I can set alerts or alarms to tell me when I need to complete an action. Do I need to upgrade for this feature? If so what do I ugrade to?
Outlook Zoho link not working
My link outlook zoho link is not working. It was working on a previous cpu but I upgraded my cpu and not the link will not install
Search Function Not Working!!!!!!!!
The search function seems to be broken. Leads that I know have been entered into Zoho are not showing up when being search. This is a major problem as I have 10+ salespeople using this feature all day long to make sure they are not entering duplicate leads. Leads that are not coming up in search are in Zoho and come up on lists that are found from clicking on the Leads tab. Please help.
Exporting Contacts Limit
I was trying to export some contacts from Zoho. There are 6843 contacts in Zoho. However when I do the Export from Zoho CRM I get an Excel csv file with just 3000 contacts. Can you tell me whether there is a cap or limit on how many contacts can be exported and how can I fully export all 6843 contacts in order to do some data cleansing?
Zoho CRM for Twitter - Customer's Tweets within CRM.
Most of you using Twitter for business, would have a separate account for the organization; To follow your business contacts, to market you products and services, provide quick customer support and also as an engagement platform… and let's not stop with this. There are other activities too but how well is this valuable information organized, to get the most of it? Say your Sales Reps have 100 plus leads generated from the web forms everyday. The one important thing they would want to do is try to
Quoting in multiple currencies
I supply product to multiple countries. I therefore need to quote in multiple currencies. How do I change the currency in a quote using the quotes section in Zoho?
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