Zoho Sheets integration with Zoho CRM and the need to allow for lookup fields to be edited
Hi there, It is very handy for me to allow users to utilize the Sheets button when they need to copy and paste data into CRM from Excel. That is easy for users. Instead of trying to learn how to import. One problem we are running into, is that any lookup fields do not show up on Sheets. So when we add new rows, they are inserted to CRM with all the lookup fields NULL. That is a pain. But what makes it even *worse* is that the Mass Update feature, does not allow for updating Lookup fields.
Categorising accounts and contacts by location and industry
I would like to know if its possible to categorise accounts and contacts into locations and industries. Is this possible in Zoho?
MAJOR BUG - Campaign Potentials are not fully deletable!!!
I am busy working with the campaign module and have found a bug regarding all potentials that are attached to a specific campaign. Zoho does not allow these potentials to be fully deleted. After deletion the potential can still be found by running a report on existing potentials. It seems that zoho only partially deletes the potential but does not delete the Amount. Now I have potentials floating around in the system that have an amount but no contact/account or name. This effects all potential reporting
cannot create call reports
This just happened today. Suddenly, we can't bring up any reports on call activity
I am trying to follow the "insert Sales Order" Example. What am I doing wrong?
I am using this XML <SalesOrders> <row no="1"> <FL val="Subject">Zillium - SO2</FL> <FL val="Account Name">Zebra</FL> <FL val="Due Date">2009-03-10</FL> <FL val="Sub Total">48000.0</FL> <FL val="Tax">0.0</FL> <FL val="Adjustment">0.0</FL> <FL val="Grand Total">48000.0</FL> <FL val="Billing Street">test</FL> <FL val="Shipping Street">test</FL><FL val="Billing City">test</FL> <FL val="Shipping City">test</FL> <FL val="Billing State">test</FL> <FL val="Shipping State">test</FL> <FL val="Billing Code">223</FL>
my activities appear in all colleagues calendar
Hello, I have professional use of ZOHO CRM and I also have 2 colleagues using this tool. We took this professional use because we wanted to use the calendar sync of zoho calendar to google calendar. It does work, however if one of us (3 persons) put an new activity it appears in all our google calendar and not only in the one who created it. Does anyone know how to sikve this? Many thanks in advance!
Significant Data Problems over the last week
I want to let other users know about the problems our company has been having over the last week. Zoho has been notified about the problems via phone and e-mail. However, I thought it might be helpful for other users to be aware so they can benefit from what our company has learned. Starting last Thursday several reports that we have been using for the last 2 years suddenly started pulling in unrelated records from the Recycle Bin. When we reported the problem to Zoho they advised us to empty our
Web to lead multiple issues
Hi All, I've been trying to implement web-to-lead without success for about a month. I've been using an experienced Zoho CRM company but we've run into some serious obstacles. The core problem is the 200 or so spam enquiries per day that I have to filter out. The solution is a captcha filter when the user (or spam bot) posts an enquiry. But Zoho has no inbuilt captcha. So on our HTML site we implemented the advised solution promoted by Zoho. https://zohocrm.wiki.zoho.com/Web-Forms.html But spam bots
CRM calculation field: calculated live instead of on update or insert
Hi there, I'm wondering just how much I can make a calculated field that updates live? Example is AGE. If i am born in 1911, then I am 100 years old now. But if I make a calculated field for a record, and that record is not updated for two years, it means that in 2013, it will still say I am 100. This is a real pain. Is there a work-around? Mysql handles this type of thing beautifully. Thanks, David
Emails not attaching to contacts properly
It looks like e-mails aren't being attached to contacts properly unless they are the specific sender, or the first receiver on the list. However, all emails should attach if they are anywhere in the chain…if I send an email to two contacts, it should attach to both their accounts, not just the first one.
CRM Question regarding the Ownership Field
OWNERSHIP: What is the maximum number of fields that can be created in the pick list?
Outlook Calendar Sync BUG
Hi ! Each time I synchronize my Outlook Calendar with Zoho CRM, my appointments planned in Outlook at 15:00 are correctly planned in Zoho at 03:00 PM , but they are automatically modified in Outlook to 03:00 AM...!!! Can you fix this bug please ??? Is there a way to use 24:00 hour format in Zoho instead of 12:00 AM or PM ??? I'm using MS Outlook 2007 with Windows XP SP3 Thanks in advance !! Bruno
How to Connect/Attach One Lead Profile to Another
Is there anyway I can setup Zoho CRM to allow us to connect one "Lead" profile to another "Lead profile"? We only use "Accounts" and "Contacts" for current signed clients, not leads, because we only have individuals (and households) as clients, and not businesses. I was hoping maybe there is some custom field setup we can arrange that allows them to be linked, or some way to do this?
Please, please, finalize the Campaign Member(Lead , Contact) functionality
Hello Introducing of Campaign Member(lLead , Contact) functionality was really nice. Addressing contacts and leads by more campaigns is the core need of Customer Relationship Management. Nevertheless just 1/2 of necessary functionality is implemented. Let say that... 1. You email the Campaign target group and receive 20 out of office replies. 2. So you switch the Campaign Member state from "Sent" to "Out of office". 3. After 14 days you want to mail these "out of officers" once more... 4. And you
How to streamline the use of reminders?
I have what I assume is a common scenario among people in sales type positions. I'll have an initial call with someone and need to f/u with them in a week or two. So I create a task under the contact and set a reminder to email them next week. So a week passes and I email them, but then I need to remind myself to check back in another week to see if I've heard back from them yet. I'm not sure of the best way to set up this second reminder. Do people just create a new task, or modify the existing
SQL plug-in for reporting
The custom reporting facility seems to be quite basic. I've tried to write a couple of reports which I thought were fairly simple and can't get them to work as there is no facility to use a look-up using list / multilist field in both sides of a clause. Example: List field in Potentials listing the opportunity type. Multilist field in Accounts listing all investment interests which a company is interested in. Create a report where Accounts | investment interests contains Potentials | opportunity
Removing All Mandatory Fields.
Hi there, I am currently using the free version of Zoho CRM. Literally moments away from completing the perfect database but I need to know if it is possible to remove all mandatory fields? The reason I ask this is because I require the functionality to import a vast amount of data using an .xls file however it refuses to take in my records because atleast one of the fields within all the tabs is mandatory and there names cannot be edited. Also is there feature yet within Zoho CRM to create custom
Recurring Products?
I have a company that hosts websites and builds them. I want to show how much the product costs initially to set up and then how much the monthly hosting fee is- on the sales order and invoice. How can I customize this? Ideally I'd like to show the total for the monthly hosting charges (i.e. if it's $10/month to host the ecommerce store and $5/month to host the social media- total MHF is $15.00. Also, somewhere I saw that if you purchased zoho crm that projects was included for FREE. Is that true?
Are sales order supposed to email somewhere?
I would assume that since you are requiring a sales order subject that they are being emailed. however, many attempts using my own email addresses, both inside zoho and outside zoho show nothing is being emailed. Also the sales order doesn't attach to a client only an account. Also, why aren't the products the client orders showing up under products? Do you have to double entry that, once on the sales order and once on the account?
Can this work in this program
We are new to this and how trying to find a solution to help our church contact visitors. This is our process now. 1. Email Welcome letter (Immediately after the service) 2. Mail Welcome packet (Next day) 3. Call Visitor and thank them for coming (the night of their visit) 4. In two weeks call them again and check on them We are using a couple of volunteers for this. I'm wanting to automate and help track each visitor to make sure each step is done. I will upload new visitors each week and then
Urgent And Ongoing Need For ZoHo specialist who will be our off-site IT support, on everything from CRM customization to API integration and G-Apps
Desperately Seeking a remote tech who would be able to service our zoho accounts! Some issues include : API integration, Urgent Zoho CRM Customization Assistance Required (products import, tabs customized to our needs, etc). We also have G-Apps. Company’s total count is 10 users, all of them must be given different permissions, etc…we are also seeking a tech who will create a dashboard or G-Sites like interface/intranet for our team to use daily. We’re not asking for free help, but rather establish
Migrating to a new POP3 server
Hello One of our clients uses Zoho CRM and alos sends/receives emails in Zoho. We're migrating all our clients to a new email solution, and clients have two options... another POP3 server or Google Apps. To do this we'll obviously: Set up the email accounts / passwords on the new server Re-configure Zoho to pick emails up from the new server When we do this, will they lose all the emails they have in Zoho, or will Zoho keep copies of them... or will we need to migrate all the emails from the old
SUpport for Zoho CRM
Whats the best way to get support help for Zoho CRM, I've sent emails to support, Ive called the 800 number only to be told to keep sending emails. I'm starting to wonder if I can count on support from Zoho at this point.
Multiply two columns in a report
Hi, This question related to the Inventory module in the CRM. We have Quantity column and Unit Price, I have to have a report on the total inventory value. The formula field doesn't work as the stock may be reduced at any time and I need to calculate the inventory value at runtime. Is it possible? Thanks.
Adding a task or an event to calendar
Hello, I have been using the free trial version and have not been able to add to my calendar a created event or task. Shouldn't it automatically add on, if I put a date and time? Also with the new version it is harder to get on to it. Can't the calendar be as my desktop, with task and reminders? It just does not seem very practical. Thanks. Lisa
Using Zoho CRM for Telemarketing
Hi, We need to conduct telemarketing to selected contacts in our data. We have 4 different campaigns which need to be measured separately (i.e some contacts need to be contacted as campaign "A", some as "B" etc). I have created 4 x campaigns and added the required contacts to each campaign. How do the people doing the telemarketing know which contacts still need to be called, which are finished, which require a callback etc, plus how do I measure the campaign results? I am struggling to see how Zoho
User authentication problem
I had developed an application using zoho crm. In that application i made 4 forms. In one form i.e Salesman Data , I want to give user authentication (i.e 1 Salesman can only see his report not others). There will be 20 salesman like this. And There is one form which can be seen by only 5 person team. Please tell me how to achieve this.
Email reports
Is there anyway to generate a report showing recent emails from and to leads based on the value of a given field? In other words, I use a custom field called "Trade Show", and want to be able to see a list of all leads from a given trade show, indicating whether they have corresponded with me or not. Any suggestions? Thanks, David
Sort Based on Lead Source
I have recently imported leads, and categorized them based on lead source. How can I quickly sort based on LEAD SOURCE to only view leads from this event? Likewise, how can we sort based on any other aspect entered in to the lead profile?
CRM Header ... automatically reorders the menu entries
Hi, I think the CRM Header automaically reorganizes based on the last menu used. This is utterly confuses as I expect the menu item in a particular place, but if this often changes position then I have to scane the header everytime. Is there a way to turn off this? Remember Microsoft Office tried in v2003 and changed it back for good. Regards, Hari
set input of Zoho potentials back to lead
If I convert the info of a potential client from the lead status to potential/account status it automatically disappears from the lead stage. However if I do want to put it back, eg because we have received feedback to contact it next year, how do i do this without putting everything back in again?
Blank page appearing for new Lead/Contact/Account
Hi, I am having a few issues with last few days, when I go to create a new Lead, Contact, potiental or Account a blank page is appearing! Only the Save buttons appear on the page, anyone got any idea what may be going on, or have a changed some setting etc. Help would be great, thanks Folks, James
Tracking emails
I go to many trade shows, and would like to create a report that shows me recent emails sent to and received from trade show leads (I created a custom field for the trade show name). I can't seem to figure out a way to create a report to do this. Any suggestions? Thanks!
Google calendar and Zoho CRM integration with Google appointment
Team, Does Zoho CRM events sync up with the new Google appointments feature? What steps are needed to sync Google to Zoho CRM?
Iphone not completely syncing with field and layout changes
Getting all set-up to begin. I have been manipulating my fields and layouts - only some changes are being made when opening the app from my iphone. Am I doing something wrong?
Question re: correcting email addresses for contacts
I am a new user to the Zoho system and have determined that over 20,000 contacts imported have the incorrect email address listed. How can I import the email addresses without overwriting the additional contact information (i.e. activities, addresses, phone numbers, etc.)?
Showing Reports on Home Page
Is there any way to have a link to a specific report from the Home Page and if not, any suggestions for easy access to reports? Thanks
Multiple questions - new user
Hello, I have a couple of questions regarding Zoho CRM Professional edition. First, I found out that I can have roles to help protect privacy of superior employees, however I need to figure out a few more things. If I am going to have 2 people using this, one supervisor, one regular employee, and we pay for 2 users, how do those 2 users use the same Zoho CRM to collaborate? The supervisor needs to hide all of her contacts and leads, and wants the employee to only see when she has an appointment,
My changes being unchanged + logging out automatically
Since it is no longer possible for me to get support I figure this is the only option I have. I've made several requests for access to the support portal but now over a week since the first of recent attempts and have received no invites or log-in info at all. This same thing happened over a few months ago but I haven't had time to chase it up. That's not my problem though. My problem is something I have reported in the past yet zoho tech support could not find anything wrong. It still keeps happening
Updating records with follow up imports to ZOHO CRM (without creating dead records)
We are about to import 20,000 records into ZOHO CRM. Within the first three months we are hiring a telemarketing company to call all 20,000 records (from an Excel spreadsheet) to verify all the contact records. I am assuming that thousands of records (companies) will have new contacts. How can we update the records with the new contacts without creating (or leaving) dead records in ZOHO CRM? In other words as we update the company records I am assuming that when we do the import the records will
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