Contacts Export
I have exported my contacts and deleted them in the system. I have since imported my edited list but need some of the info that was in my original list that was not exported, i.e emails sent, tasks assigned, etc. Please help?
How can I customize Activities to show my client names?
Does any one know how to customize the fields that show in Activities? Any help would be much appreciated. Thanks! Tara
ecommerce intergation
I am setting up my eCommerce website. I am planning to use zoho crm with zoho books. What do I need to syncs the data from my website to crm and books? I am using zoho crm and books at this moment but I would like the ecommerce as a separate business.
Web-to-lead for Facebook
I'd like to implement a web-to-lead form into our facebook page. Any recommendations as to plug-ins or apps to make this happen?
Execution of workflow rules and time based actions
I have a question about the following scenario. Right now we have a workflow rule that we use for recurring billing. We have created a rule that executes upon a certain field update and creates 5 different time based actions. The first one is 11 days after the rule execution date, the next one is 1 year later, the next one 2 years later, ect. But i was wondering what happens if during that period you change that specific field again. Will it trigger the same rule again and create additional time
Work Flow reporting
Hi I have set up a time based workflow rule which monitors contract end dates. It will send an email to the client 120 before the end of a contract to alert them to review their contract. The criteria for this is a contract end date field being entered and a contract status of live. My question is two fold. How does Zoho monitor the workflow? Does is set the record to having a workflow rule active at the point the rule is initiated or does it scan the database every day to check for any workflow
How can i create mass email auto response using ZOHO CRM?
I've only seen topics "auto response from Web Form" but how about auto response to leads that are manually input in CRM? thanks
Reports help
Is it possible to run a report either filtered or including the campaigns tag that also includes: contact name, account record name, address, and phone number? The campaigns tag is on the contact information near the bottom of that page. It's not a drop down menu, it's allows for multiple campaigns to be selected. We are hoping to be able to pull all the required information to create a spreadsheet with everything needed to mail or call a contact at a company cased on the campaigns tag that we have
Can you pull Zoho data to populate a WordPress custom post type?
I'm considering signing a client up with Zoho that is looking to integrate Zoho with their Wordpress CMS. We can easily insert data to the crm, but can't seem to pull that data from Zoho to add to WP. Any ideas?
web to lead not working
I have a web to lead form set up on my e commerce website: http://www.ellaandsofia.com/made-to-measure-roller-blinds/ I have set domain to * but can not get it to send an email - create a lead or function at all - can some one help!
Dates and Times in CRM API
Hey Guys, All of the sudden, our API integration seems to be broken when updating DateTime fields via the API in our CRM records. We have noticed two issues: 1. The Date/Time are being converted to a different timezone rather than being stored as they are sent via the API 2. In some cases, the Date is almost a month behind. I have checked our logs and we are sending dates/times as YYYY-MM-dd HH:mm:ss but, they are not being stored properly. This is only something that has happened recently and the
Workflow rule execution
I need help setting up my workflow rules for the Leads module. My situation is as follows: My Status field in the Leads module can take one of the three values: [EMPTY] Follow up 1 Follow up 2 I also have two follow up email templates. What I want to achieve is to have the system automatically send the first follow-up in one day after the lead creation date, and the second follow up - in 8 days after the lead creation date. I managed to successfully set up the first step (non relevant fields
Best Place to Learn ZOHO & Also use Reports
Hi, I want to learn to Use ZOHO CRM ..what is the Best place to learn Using and configuring ZOHO CRM....I need to create reports on dates an oportunities were created....
Log in as admin to see another account.
It would be great as an administrator to be able to be able to log in to a CRM user's account without them having to give me their password every time. I occasionally run into problems where it would be helpful to log in as the user and see what they are seeing to troubleshoot the problem. I know Sales Force gives users the ability to temporarily grant the administrator access to their account. Any thoughts on this?
Mail Merge
Hi, I'm completely new to Zoho CRM. I want to start creating a number of databases for both prospects and existing clients whom I will be direct mailing (hard copy not email) on an ongoing basis as part of a new marketing campaign. Can anyone advise me how best to create a mail merge in Zoho CRM? I would appreciate your assistance & advice with this as I am a complete newbie! Many thanks.
Email template fonts not behaving
I have created several email templates in Zoho CRM that we use as part of responses to leads. I have used the edit tools to set the font to Arial, and to make other format changes. Here's screen cap of the editor: The, when I click on Preview, and more to the point, when I send out the email, it reverts to Times Roman or something: Help! Am I doing something wrong, or is this a Zoho bug? Andy
Exporting ZOHO Leads
Hi, I am confused, can someone help. In my ZOHO leads when I check the total number of leads I get a figure of 5,192. When I export the leads I end up with a 3,100 leads. Am I doing something wrong? I would like to export all of my 5,192 leads. Thanks.
email templates: last used/ last modded / how many times in
I need to know which templates were -when last used -by whom -last edited -and edited by whom I'm thinking wiki like history for the email templates... many thanks! DisplayAllTemplates.do?step=showAllTemplates&title_key=crm.security.viewallemailtemps Dennis Daniels
CRM Scheme
Hello I'm starting to use the CRM to my work with insurance, and i understand how can i use some items, but i'm having problems to understand how i can use all the Zoho CRM. Its possible to get a scheme of how the diferent entities from the software were supposed to interact? My business is not an ordinary CRM, so i have to adjust the use, and the easier way is having a visual connection between diferent things: Counts, Constacts, Tasks, ...
Transferring Data to CRM from Sage Accounts
I want to transfer Customer contact details (name, address etc) from a Sage accounts system into Zoho CRM - any advice please?
Skype highlighting
Hello, I see the little telephone image next to the phone number at the topic of a contact, lead, or account view... but, phone numbers displayed elsewhere don't show that clickable image... and the normal click-to-call function in Google Chrome for Skype doesn't appear to work anywhere within Zoho. Here's one scenario. Let's say I make a report of all my upcoming phone calls. I want to just click on the number in that report grid view and have it dial Skype. If I don't get through, I want to just
Plug in for Outlook 2010 not able to add emails with one click
We just started with Zoho. I am responsible for our users to start adding items to the CRM. However, in Outlook 2010 if you want to add an email to Zoho, you first have to select the email (after sending), then click on the "Add-Ins" and then click on "add email to Zoho". This will definitely prevent users from adding the emails, thus rendering the whole system useless. Is there a way to at least add a button to the main ribbon? Cheers, Fred
Email Opt out working??
I have several leads which I have checked the Email opt out, yet my work rules continue to sent them emails. Is there something else I should be doing?
Freshdesk
Hi, I really like ZohoCRM... and I really like Freshdesk. I know you guys know each other quite well ;), but I don't see any plans for integration. Can that be done? Jeff
"Subject" field : how to add name in the list
To create a new task, there is the "subject" field which is a required field. Subject field is not a pick list. To fill in this field, we can click on the icon "subject name lookup", so we can chose some name for the subject in a list, and it is also possible to write a specific name. How can we add new name in that list so that name appear in the subject name lookup? Thank you for your help
return page web-to-lead
hi, I have actived web-to-lead on my ZohoCRM account (hosted account). I changed the URL shortly after setting the whole thing up, and this new URL does show indeed in the settings. But once the form is submitted, the web visitor is taken to the first URL IO specified, not the updated one. Any body with the same issue? Any help would be appreciated. Best regards. Olivier Caeymaex Olivier Caeymaex
Quickbooks data synch problems
I've set up quickbooks web connector according to the instructions on Zoho and attempted to synch contacts. I've also run an import from quickbooks to zoho but none of the data is showing up. According to the web connector, the synch is complete and zoho also shows that the synch was succesful. Here is my log in the data transfer history. It's showing 12 records, but we have over 600 customers in quickbooks. 2012-11-14 21:38:00 SYNC/ quickbooks 0 3 7 0 2012-11-14 21:32:45 IMPORT - 0 0 2 0
Web to Lead Form - 1 value into two fields
I would like one value from a web to lead form to go into TWO separate fields within Zoho. Is this possible? Thanks
Converting from multiple Quotes fields?
I am a little confused as to how I can work this. I have 3 sections in the layout for our Quotes page for multiple quotes. I want to convert to a Sales Order from a previously created Quote. This issue here is I want to take the information from one of the three sections made in the quote, to make one record for a sales order. I would understand how to do this if it was always taking information from the same fields. But can I do this? Let me know if this doesn't make sense. Please get back to me
Outlook Sync
Hi I am using Outlook Sync. The first Sync added all my Outlook Contacts to Zoho CRM. There are some contact that I do not want in Zoho. I then added to the Contacts to that I wanted to Sync the Category "Zoho" and synced. I then deleted my personal contacts from Zoho, when Syncing it removed them from Outlook as well. How do I get a Category of Contact from Outlook into Zoho, and if I add contact to Zoho how do I get them to sync to Outlook without syncing EVERY contact. Ta Mike
Importing best practices and questions
I have a list of 800 accounts in csv format. Most of the accounts are leads, some of the accounts are customers. As a general rule of thumb, where do you recommend a list like this be imported to? If all are imported to leads, those that are customers could be converted to accounts. Do you recommend only one import location per list? Or, should I separate the leads from the customers and import 2 lists separately, one to leads and one to accounts? We just started with the free trial version and
How to I change a contact to an account?
please help! thank u
Report Buttons Not Working
Our company has a Professional subscription and recently we are not able to access the following buttons/functions on the Reports tab: - Create Report - Create Report Folder - Report Scheduler We also cannot expand the "Account and Contact Reports" section by clicking the "+" sign. We are also unable to access the "Configure Zoho Reports >>" link in the upper right corner of the Reports tab screen. When I check the profile settings, I find that all options for reporting and dashboard are missing.
web to lead not working
Hi - I hope you can help as I can not seem to find my problem, I am trying to generate a web to lead form on this page of my website: http://www.ellaandsofia.com/made-to-measure-roller-blinds/ It is generating on the page but the information is not going through or generating an alert email. I have set domain to * but still not working. I am sure it is something simple - can you help
How to add PHONE number to the Activites view
This just seems like something so obvious and I can't believe I can't find it. When I add a TASK for a person that I want to call back, I'd like to be able to see that persons PHONE NUMBER in the actives list. Ive added every field possible in the views, and the best that it gets is the person's name, but not their phone number. I'd like to be able to just print my tasks, seeing the person I need to call back with their phone number. Is there a way to do this in the FREE edition? thanks.
Convert Potential back to Lead?
Forum Community - I can not figure out how to convert a closed potential back in to a lead. For example: a "lead" was called on and converted in to a "potential", the deal was lost but we need to put then back in to a "lead" to follow up with in another 8 months. How do we do this? Thanks in advance!
Help on Zoho CRM - Activities and Lead Conversion
I have few Questions on Zoho CRM - 1) How do I import Activities from another CRM into Zoho CRM? I don't find any Wizard there in Zoho CRM. Even though I create activities manually, attaching calls/task to Leads/contact is very cumbersome. Is there any clean way? 2) In detailed edit mode of Contact using "Organize Contacts Details" , why can't I use "New Products"? I have only "New" Potential and "Add" Products. 3) Is there any way to add customization while converting Leads into Contact and Account
Lead craetion as per location.
Dear Zoho team, how do you categorize leads as per territory ?
Template or pop up info in Description field
Hi, In the Description field, I would like to "remind" the users what I expect them to fill in. Is there a way to have this attribute have a pre-defined template or have an information window pop up when scrolling on 'Description' label? Thanks, Adi
How do I change a contact to a lead?
I uploaded a bunch of csv files into Z-CRM. They are now all contacts. I am beginning to understand that Zoho uses a different workflow for leads and potentials and contacts. With this in mind, how can I change a contact into a lead or a potential? Thank you, -Dan
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