Zoho Mail Merge
I need to mail merge 2 documents for contacts but can only search using contact name. Is there anyway to search via company name and mail merge onto 1 document? Once i search, then select that contact then search again, I lose the previous contact i selected and have to mail merge individually..... Please advise
Can zoho extract info from an email to add to zoho crm (not using zoho forms as the source of the lead)
I have a real estate site, and when people inquire about a property, i receive an email from the company that provides the property search technology with the username, address they inquired about, contact info and their comments. This is not a form I can create with Zoho because the technology provider has their own form integrated into the property page. I just receive an email with the lead info in it. Is there a way to extract this info based on a subject line (which is always the same for
mail message: Your Outgoing has been blocked and you will be unable to send emails.
I can't send mail, Can you Help me, thk.
"Google's Task List" is empty in the "Apps & Add-ons" section of the Setup
Hello, I had no problem to make the link between our Google Apps domain and our Zoho CRM, all is working fine, Except for Tasks. I can't choose a task list in the setup to make te link for this last option. I attached a printscreen to illustrate the case. I tried to create another tasklist, but nothing changed. Can you help me what to fix that ? Zoho Plan : Professional Edition Active Users : 2 Paid Users : 2 Zoho Mail Add-on : 1 Zoho CRM Mobile Edition : 1 Thank you very much :)
How to send email as from custom smtp instead from @zoho.com on behalf of...?
When I send mass email - it works. But when I tried to send the email to separate lead/contact it always appears as *@zoho.com on behalf of *@mycompany.com In email tab I have confirmed sending emails from zoho's smtp but using my email address. Why it works for mass email and doesn't work for a separate send email function? I don't want customers to see that I am sending emails through zoho, and I don't want to use mycompany's smtp. Thank you.
Assigning Leads to an Account
Is there any way to assign leads to an Account? For instance if we had a number of leads all working for the same company or department could we group these within an Account? I know you can assign Potentials and Contacts to Accounts but I can't see any way to do the same thing with Leads.
IP Restriction : Access Denied
Hi Support, I am currently unable to log in to my Zoho account. A message 'Access from this machine is not allowed' is popping as i try to log in. Previously i have limted the IP access and have no problem logging in from my device. Could you please assist to reset the IP restrictions or advise other solutions. Urgent. Thank you. kevinraj@vervx.com
Creating an event for a potential
How do you create a calendar appointment (new event) from the potential page I can do this via quick actions on the lead page but once converted to a potential this quick option is missing
Hide configuration options
Hello, I'm a newbie just setting zoho... I have 3 users in professional edition I would like to know if it's possible to hide the configuration options and for the other two other users leave the CRM as clear and simple for them as possible. Thanks in advanced!
Web to contact fields
Howdy, first time asking a question. I've been exploring Zoho for months. I am building a site that uses web to lead and web to contact forms. I've done well on the web to lead side and think its dialed in perfectly. The issue is all my leads are the same thing leads. Versus on my contact side I have different types of contacts. So, I have two different forms to complete depending on the type of contact they are. Is there a way to establish in the form which one it is based on the page on the
Using Zoho to Manage Club membership
I get the sense that Zoho is quite powerful yet simple. Nevertheless, I cannot wrap my head around how to make it do what I need. My organization has members that pay for ongoing services, monthly or annal membership fees. Opportunities seems to be for one time transactions. How do I manage ongoing transactions? Thank you.
How to add more than one product to Sales Orders?
Hello, we're creating Sales Order template (in Inventory Templates). By adding "Products: ${Products.Product Name}" line we can bring out one product in final Sales Order page (for print or pdf), but how to bring out more than one product? if more than one product is sold and Sales order has say 2 or 3 different products - what to add to the template? Products: .... ${Products.Product Name} .... ? Thank you
create groups contact/prospect
Hi I'd like to create specific group in my porspect and in my contact section. Then I'd like to have a view per group Can you help me. Many thanks Laurent from copyphot
Creating a task - dissapearing on date selection
Hi In the past few days, when creating a new task from within a Contact, the task disappears (unsaved) as soon as the date is selected This applies whether the task is created from the option at top right of screen, or via the link below the tasks for that contact If a task is created, data entered (date left the same), saved, opened again - THEN the date changed, it works fine Looking forward to great support as always Ross
Suppliers
Why can´t I add a contact on a supplier?
Can I add a field of "add attachment" within the custom Task Layout View?
Can I add a field of "add attachment" within the custom Task Layout View? I don't see this as an option. It would make sense to be able to add (an) attachment(s) along with a task that I assign.
Unable to swap field in Business Card view - "already listed" error
I can swap with some fields but when i try to change "PHONE" field with "WEBSITE" field i get this error http://prntscr.com/wma46 Where is it already "listed"... how do i get that field to be part of the biz card view?
Can Inbound mail create case?
I've been using Zoho Support. I can setup an Inbound mail account that creates a "Request" automatically when inbound mail is received. Does Zoho CRM have same ability to create Cases?
Campaign API requests
Hello, I am now investigating API functionality and I can not receive leads by campaign/receive campaigns. i want to use API on www.jettmesaj.com When calling https://crm.zoho.com/crm/private/xml/Leads/getRecords?authtoken=token&scope=crmapi%20&select&fromIndex=10000&toIndex=10200 I am receiving all leads but there is no such field 'campaign id' or 'campaign name'. How API calls should look like to receive campaigns list / receive leads by campaign? Thanks
Can I Copy a Tab?
If I have a tab called Community Outreach (originally Contacts module) -- and I want to copy that tab and rename it to XXXX. Can I do that? Or do I have use one of the remaining module options available?
How to see age by days in a particular stage or sub-stage of closing?
We have our customers go through many steps from Leads to Accounts. After becoming an Account they go through 6 phases of training and setup before becoming Paying customers. Then many stages beyond. How do I track the time spent in each of these stages by days? I would like to know that my Lead spent 28 days in the connecting stage, then 13 days in demo stage, converted to account. Once they became account they spent 32 days in stage 1, 18 days in stage 2, so on. Is this Possible in ZohoCRM?
The shortcomings of separate development
We have an idea: add all the functionality of Zoho Books to CRM or all the functionality of CRM to Books and you have a great product. It's time for Zoho to akcnowledge that the current separate development strategy for products is the wrong approach from a functionality point of view. True, you can foster parallel development of products if you have a master design from day one that calls for true integration. But when you try to integrate very differently-conceived products as an after thought,
Zoho Potentials to Quickbooks Invoice
Hello All, My first Zoho forums post, please be gentle! We currently use qb to generate invoices, and use Zoho crm potentials for all our sales processes (we do services only, no products). When potentials are won AND services are finished, potential is marked closed won and unbilled. Once a week, I manually xfer each potential amount to a qb invoice, then checked off a custom field 'billed' to avoid double billing I want to automate the xfer of potential to qb, is this possible? If not, is there
Multibranding in CRM and Invoice
I currently run 3 brands under one company (agencies). I currently see the need of these features and would like to know the best practice to get these or the best work around for me to represent each brand inside one CRM. I use Zoho also for Android and PC, and logging in and out of a lot of Zoho accounts is not working at all for me. 1. Web-to-lead with auto response: The auto response should be with relevant From address and Logo in the email. 2. Email from CRM should be sent with the relevant
automatisation Webhooks and import
hello, is it possible to run workflow with webhooks when i import XLS or CSV ? thnaks
Leads Response Template ${Leads.First Name} not mapping correctly
My lead autoresponders are not working correctly and using the Lead Owner's name instead of the lead's first name. Embarrassing issue.
Integrate Zoho with email client
I would like to know if there is any way to use an external email client (like Outlook) and both inbound and outbound emails captured and stored with Zoho accounts and leads. Right now the emails are only tracked if I use Zoho mail for outbound and when mails are received with the correct FROM account. I have tried using CC for my Zoho address from my email client, but these messages are still not captured. Bottom line - I need to know if I can use a standard email software program and have all
Zoho ordering process
We are thinking of changing the CRM system( high-rise system) to make the ordering process more efficient since it is repetitive and time-consuming. These are the ordering processes below. Make a New Client Form- The New Client Form is a simple excel document that holds all information needed for a new client. This completed document will end up being attached to the email they send in Step 2. Sending the order via Email- After completing the New Client Form, They attach it, as well as the order
Permissions: Allow Users to Add Notes to a Contact Record Without Giving Access (A True Challenge)
The president wants the sales staff to have access only to the records for which they are the Contact Owner. The sales staff claim they must have access to other salespersons' records so they can enter notes when the other salespersons are not available. The president has instructed me to find a way for the sales staff to enter notes in any record, regardless of who the Contact Owner is, without giving the sales staff access to the records in which they will be entering notes. I'm not that
users
I have 2 users in my account, how do I filter the activities you do each. ie I want to see what each user visits, as I do?
Convert Formula result into field
This conversation may to big for a simple forum, but I will try. Constraints: Pro and Enterprise edition only allow 14 formula fields per module. You cannot put a custom formula field in another custom formula field. It just isn't allowed! A formula can only have 1,000 characters. Only 10 checkboxes are allowed per module Problem: While the Stage Probability mapping is "OK", it only reflects the user's opinion about where they are. It is not based on any specific activities that we know increase
insert campaign name under a lead?
Hi: from this link, we can insert a note under a lead: <Notes> <row no="1"> <FL val="LeadId">2000000078001</FL> <FL val="Note Title">Zoho CRM Sample Note</FL> <FL val="Note Content">This is sample content to test Zoho CRM API</FL> </row> </Notes> Can we insert a Campaign under a lead? <Campaigns> <row no="1"> <FL val="entityId">2000000078001</FL> <FL val="Note Title">Zoho CRM Sample Note</FL> <FL val="Note Content">This is sample content to test Zoho CRM API</FL> </row> </Campaigns> I have tried,
Insert leads under a campaign
hello how can i make to insert lead in Campaign with API ? on the web there is http://www.zoho.com/crm/help/api/updaterelatedrecords.html but don't run with lead, do you have a solution ? i write https://crm.zoho.com/crm/private/xml/Leads/updateRelatedRecords?authtoken=5a265c485AZERTY7a350fbee3f66&scope=crmapi&relatedModule=Campaigns&id=769051000000185017&xmlData=<Campaigns><row="1"> <FL val="CAMPAIGNID">769051000000176005</FL> </row> </Campaigns> i have error <response><error><code>4600</code><message>Unable
I want to date stamp a checkbox field when selected , help please ?
I have a checkbox called "Captured" within a Sales Order Module when checked i want to date stamp it. What formula do i use?
How do I log an email or sales visit in my activities?
I have only just started using Zoho and it seems there is a problem with being able to log anything other than a phone call as an activity. How can I log something like sending an important email to a client or making a sales visit in my activities? Help please. Suki
move to a different domain
Good day! I have one question. I am now starting to work with clients on the account. manager2.ru. Is it possible in the future all the accumulated basis, including the notes to contacts, settings, messages, move to a different domain? There is a tool full of archiving data. Maybe with the help of this tool I can do the transfer? I ask, because in the future the domain name will change, and I would not want to lose the data and the history of work with clients. Sorry for the translation. But, I hope,
Product information from API request
Hello, From our API request we can get the following data: - To which account a contact is related. But we can not see: - To which products a contact is related. - To which accounts a product is related Is there a way to get this info from the API request? We need this in order to combine correct products to the correct customer in our own database. Kind regards, Bo Thygesen
How to list accounts or clients or leads by user?
Hi I am wanting to reduce the number of user accounts - but prior to doing so need to check that no clients are assigned to the user still so we don't lose any important information from the database. Can anyone advise how to list leads/contacts/accounts by user?? And, yes, I am an adminsitrator... Thanks Robert
The De-Activation does not show up when I put mouse on user in Setup>User area
Hi, I am trying to de-active user in the Setup>User area. When I put my mouse on top of the user, the de-activate does not appear. It does appear for users that have not confirmed yet. How do I de-activate user please.
Restrictions on custom fields
Legend in the top of field pages say you can add up to 130 custom fields. But I get the error message while creating some: "Custom Currency & Percentage Fields exceeds the limit of 15. Hence cannot be created." When I changed the field to decimal, the same message was displayed. What are the restrictions on the fields you can create? Can I only create 15 numeric fields of any type? Thanks
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