Product to Customer
Hi all Iam using Zoho Crm and have a question. Customer A have product Z with serial number 1234 Customer B have same product Z but with serial number 5678 how can i do that? It look that i cant use individual field to same product?? Thanks for answer Rolf
Problem in the trial version?
Hi, I'm using the Zoho CRM pro trial version and I would like to actualise one of my database from a .xls modified. But it appears that I can't click on the 2 first choices (skip and overwrite) : http://img827.imageshack.us/img827/2151/probpro.jpg Is it a bug? Is it because of the trial version? Or when we'll buy the full pro version the problem will still persist? Thanks for your answer.
currency
how to change the default currency for the zoho? I want to put real, Brazil.
Create Event from a Potential
How do you create an event from the potential page I am able to create an event using a quick action from the lead page but as soon as I convert the lead the option of creating an event goes missing.
Check lead history of assignement
Hi, I'm having a simple question. How can I view the history of lead assignments as an admin. I would like to be able to when and by whom in Zoho a lead has been assigned or re-assigned, not just the last modification. Anyone any idea? thanks Best Stefan
Mass Email in Potentials Module, Workflow Rules Enhancements and more...
Hello everyone, Here is a list of our latest updates in Zoho CRM: Import Campaigns - You can import campaigns into Zoho CRM using the Import My Campaigns and Import My Organization Campaigns features. Workflow Rules: Select Email fields in Related Modules - Using this option you can create workflow alerts to send emails to the contacts, potentials etc. that are associated to a record. For example, once a deal is won, you can send a "Thank You" email to the contacts associated to the potential. Send
Sent emails not showing up in email hub
Hi there. When I send an email from a contact record, the sent email shows up on their record but it doesn't show up in the sent folder on my email hub. Is there a reason for this? Also, when sending an email from my hub, no signature appears, yet when I send a mail using the mail button on a contacts record, it does show up. Could someone help? Thanks
Activities layout trouble
I am trying to view in my activities names associated to my tasks related to leads. I have made custom view that includes the contact name category, however it just shows up blank. In each lead there is a name... How come it doesn't show up under the activities/task? Example of what I see: Contact Name___(showing blank)______ Subject: Call back to follow up Date: 3/18/13 Status: Not started yet Example of what I want to see: Contact Name___John Smith______ Subject: Call back
Web-to-Lead Workflow
I am using Gravity Forms web form plugin with google anaytics addition. I am using helpforwp plugin Forms to Zoho app for integration into zoho CRM. Here is the problem I am having. I can get the form to create the leads properly. I have a workflow automation to setup a task for followup when a lead is created. When I manually setup a lead, the workflow works. When I use the Gravity Forms to Zoho CRM integration app, the lead sets up fine but there is no task for followup.
Creating Lead and Event in CRM from Creator
Hi, I have read the forum and user guide but am stuck. This is my code to create a new lead and an event from a creator form. leadinfo = { "First Name" : input.First_Name, "Last Name" : input.Last_Name, "Phone" : input.Phone, "Email" : input.Email, "Solicitor" : input.Solicitor, "Summary" : input.Interested_In, "Notes" : input.Description
extracting certain data from zoho crm to supply to a third party
hi we are photographers and the laboratory needs a regular form containing data we have in our crm. they give us a form to fill out, but it means manually re-writing stuff thats already in the crm. it seems ridiculous. what I want to do is to create a form at the press of a button which then extracts data from all the fields we have filled in. some of the fields are in different modules- mainly the Contacts module and the Events module for example they need name of our client address (from the contacts
Campaing Dashboards - lack of info
I'd like to show a quick visual of the different status' for each campaign but right now that is impossible. A simple chart of Records vs. Status would solve this. Any ideas?
Problem with new users registration
We have the "Professional" Version and i added users to the platform, they received the e mail with the link to register but then they have a screen that says they are not allowed to connect to the platform .... We tried several times with multiple user accounts its always the same except me no one can access the platform. Thank you in advance for your reply.
Question regarding Reports ~ Can I add multiple Product Name fields?
We're creating reports based on the INVOICES & PRODUCTS tab to record sales entered in the system, but we're running into a small problem. For many of our invoices we have added additional products to the SALES ORDER, as customers are often buying our hardware and accessories to match; however, when adding the field PRODUCT NAME (and QTY) into the report we are unable to add an additional PRODUCT NAME field/column for invoices with multiple products listed. Is it possible to display more than one
Use Special Characters in API
Hi, when inserting a new quote by api the special characters appear as �� As I do so that they appear as Portuguese Brazil. The code is developed in java: proposta.getItens() returns a string with specials character .
Add user Restricted but i already upgrade to enterprise edition, why?
Add user Restricted but i already upgrade to enterprise edition, why?
I would like to design a new quote template without HTML? How can this be done
Can I use Microsoft Word to do the design and then cut and paste it into Zoho CRM ?
Deleting Items from Recycle Bin
Team, I am the administrator, when I go to my recycle bin and click on empty recycle bin it just says loading and after a couple of hours displays a blank screen and when I check back nothing is deleted. The delete function works but the problem is it can delete only 100 records at a time and I have over 1 Lakh items in my recycle bin. This is causing a lot of problems as these items are showing up in reports. Request a speedy resolution Regards, Suraj Sreenath
Creating a View For Both Contacts AND Leads
Is it possible to create a view so that I can manage a group of both contacts + leads in the one list?
Is this possible
Hi, I want to have a form come in thru Wufoo into the leads module which I know can be easily done. I am looking to see if after the lead is received in the system if Zoho can I call it (Leads delivered using ordered delivery to the next 3 accounts in a group.) 1. Take lead and send email to 3 different email addresses (Accounts) in a group 2. the next lead that comes into the system sends the lead information to the NEXT 3 Accounts of said group 3. the lead after that goes to the next 3 Accounts
Use other feilds values in a pick list?
Is it possible to use other fields values in a pick list? BJ
Creating View that includes both Leads AND Contacts?
Is it possible to create a view that includes both Leads AND Contacts? To put it in to context, I have a list of emails (some are in our Zoho as leads and others as contacts) and I want to put everyone from the email list in one group (so I can send group emails etc). How would I create a view or macro to do this? Thanks.
Reminders for Recurring Activities
Hello, I'm trying to setup an Activity Task for an annual support contract renewal. I'd like this to be a recurring yearly event but I also would like to be reminded one month in advance of the contract renewal date each year. This one month reminder will let me reach out to the customer 1 month before there contract expires. My problem is Task Activity will not let me choose both a recurring activity and a reminder for the same Task. Am I missing something? or is this not "doable" in the
Tasks - Not showing up inside potential
When I create a new Task inside of a Potential and save it, it doesn't show up in the Open Activitie section inside the Potential? It shows up in my Activities area and on my Home page under Open Tasks, just not inside the Potential itself... Can someone help me with this?
search by date?
is there a way to search either contacts or leads by the date the lead or contact was created? any help greatly appreciated. thanks
I can not add users/roles
When I go to add users it will not let me enter any text into the 'roles' box and then will not let me add users. When I go to then add a role there is no where to do this in Users/Permissions
export data
Hello, i need help with exporting data,i have more than 4000 records on my leads tab, everytime i export it only exports from 0001 to 3000 andi want to export from 1001 to 4000 as an example, how do i do this? please help i have the enterprise edition.
Mass Email Scheduler does not know where you left off
first off, 250 emails per day is insufficient. Second, how can you schedule mass emails with this limit? Only the first 250 people will receive the emails each time. ZoHo has a problem that needs to be fixed. What is the easiest way to use this function so that 1-250, 251-500, 501-750 etc get the messages? Or can this limit be removed for paying customers???
WIndows blocking add on
I have followed the instructions given to set the web browser : ActiveX Control and Plug-In However, I cannot complete a mail merge to word. WIndows blocks it as it doesn't know the publisher. Can you help
can security in professional edition do this?
We have a field on all our accounts called Account Type. The type of account equals our different lines of business, let's call them ServiceA, ServiceB, ServiceC. I have a new rep who only supports ServiceB, is there a way that I can restrict them so they only see accounts where Account Type = ServiceB? I am using Professional Edition, can I do this? thanks
Scrolling Through Accounts
When we sort our accounts and then go to a particular letter, such as "C", when we click the arrow at the top to scroll to the next record, it takes us back to the A's. But, it doesn't take us back to the first record in the A's. It's random. Are we doing something wrong or what is the point of the scroll forward and backward buttons? We need an easy way to go through each account without have to search for the account name or go back to the complete list of accounts. Thanks, Roxanne
Why can't I assign an existing potential to a campaign?
There are some leads that have already been converted to potential and now need to be assigned to potential for creating marketing based reports. Why can I assign leads and contacts to a campaign but not a potential??
Zoho crm not syncing correctly with zoho reports
I have recently added zoho reports to my crm however the report is not pulling the correct data. The problem is directly with the forecast category not recognizing my stage labeled "Demo Sale on spot" as a closed opportunity. For some reason it keeps it in the pipeline and does not allow me to label it as closed. In the "map stage probability" it is list as check as a "closed won" opportunity but for some reason in the forecast it does not show that way. What am I to do Forecast Category Potentials
Import Lookup Fields
I have several lookup fields in my products (vendor, manufacturer, etc). I am unable to import records containing data for these columns regardless if there is a match or not with existing vendors or manufacturers. Is there some way to specify these columns in the import records so that I do not have to manually edit each imported record after importing without these columns specified? I have found no detail documentation of import that discusses this issue.
Question about pricing and users
Hello, Just looking to clarify: I was on ZOHO several years ago and it used to be that with a paid professional plan, the first three users were 'free' and the fourth and up were $12/mo ea. Or for a 20 person organization, it would cost (20-3)*$12/mo. Has that policy changed or is this still the arrangement? Thank you!
How can we add multiple contacts for a single Lead
We need to be able to have multiple contacts for a single Lead. We could try and create custom fields, but we really just want to be able to have contacts tied to a lead. Is this possible? Thanks, Dave
Feature request: Being able to track emails from more than 1 email address per contact
Hi, In all departments within an organisation the ability to track previous send and received emails to and from a contact is essential. With the Email add-on for Zoho CRM this option is offered for an additional price. But this add-on currently has some downsides that should (at least it seems) be quite easy to solve. 1: Contacts using several email addresses or changing email address. The add-on only shows emails TO and FROM the contacts MAIN email address. In case a customer is using both work
Convert Lead with Potential in a specific Currency
I'm converting leads and adding a potential through the API. Something like this: </Potentials> <row no="1"> <option val="createPotential">true</option> <option val="notifyLeadOwner">true</option> </row> <row no="2"><FL val="Potential Name">DK Test 2</FL> <FL val="Closing Date">09/10/2012</FL> <FL val="Potential Stage">Proposal/Price Quote</FL> <FL val="Amount">127828.84</FL> <FL val="Currency">DKK</FL> <FL val="Probability">40</FL> </row> </Potentials> This works fine, except that
How to avoid sending automated emails into customer's spam folder?
What do I need to do to automated emails so they do not go into a customer's spam folder? Thank you, Ryan
contact name not showing in potential and reporting bug
I have several potentials that there is contact names associated with but in the custom potential views and reporting, those contact names would not show up. please advice
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