Role Based Record Types
Is it possible to create different Potential Record Types based on Role? For example: We have 2 different salesperson types, New Sales and Reorder Sales I would like to create record types based on these. New Sales Personnel would have a different group of Pipeline stages than our Reorder Sales people. They would also have the option of choosing which record type that they could pick from in the event of rollover calls. So, when creating a new Potential there would be a picklist option to choose
BCC Zoho on Lead/Prospect Emails
Is it possible to somehow bcc Zoho on an email sent directly to a lead or prospect and then somehow have the contents of that email be updated automatically within Zoho for the specific lead/prospect? I have used this feature in other systems and could not find any documentation online that suggests the CRD system supports this capability.
Edit Account records only
Has anyone had the need to allow the editing of a record only by the account owner? I want all sales people to see all activity, but only want them to be able to edit the account that they own. I have used other CRM products before and I am sure I had this flexibility.
How to hit a URL/Webhook on converting a lead into a Contact in Zoho CRM?
Hi, we want to hit a URL or want to use webhook when Lead Owner converts Lead into contact. If yes, how can we do that? Is it possible through workflow or some other method to do this? Any help will be appreciated.
How to integrate Outlook live with Zoho CRM?
Hi, we want to know how to integrate outlook live account with zoho crm? We want to sync both these so that if we send email from zoho crm, it should also listed in outlook and vise versa. How can we do this? Further we want to ask How to integrate Microsoft Outlook with zoho crm using Outlook Plug-in? I can't make account in outlook with email as myName@gmail.com. How can we do this? Is it possible to add gmail account in outlook? Any help will be appreciated.
change Stage History layout
Hi , I would like to know if it is possible to change Stage History layout. I Would like to change the information shown. regards,
CRM Events - Why can't an Admin disable 'Book Now' funtions
The Booking features and functions under 'Activities>Events' are not adding any value to our organization and we wish to turn it off. As an Enterprise customer we would like the ability to turn this off. Why doesn't zoho give us the option to turn it off?
Can't mass email Event Activity participants, Why?
It appears there is no way to mass mail to the participants of a CRM Event Activity. How can one use a mass mail template to send a follow up email?
Google calendar sync issues
Hi Our 1 way sync (Google Calendar >> Zoho Events) stopped updating events on zoho. So, if you create an event on Google Calendar, an event gets created on Zoho. But the issue is, since yesterday, if you try to update any event on google calendar, the updates (change or delete) won't sync to zoho. Before yesterday, it used to be working fine for a long time.
Allow merge fields from custom modules
We want to be able to send emails and letters out to clients but in our templates we want to add fields from custom modules, but Zoho does not allow us to do this yet (Salesforce does) so it is possible, is there any such feature on your roadmap?
Not saving records
When I hit save, this has happened both on leads and tasks, it's saying "loading" but then not actually saving. I've tried another browser and same problem. Thanks, Kyla
Cannot view tasks or save certain things
We're receiving a "Insufficient Privileges to perform this operation. Contact your Administrator" message when trying to view tasks. We can edit them but then receive the same message trying to save changes. This behavior is new today. Everything worked when we last used it Friday.
Imported Contacts showing under Accounts (but not Contacts)
I've imported a CSV to my Contacts (they're not all Accounts at this point); however, once I close that tab and reopen it, I find that there are no records in Contacts...instead, they're all in Accounts. Help! What am I doing wrong?
Inherit VAT number of parent account
We create a lot of child accounts and currently, we have to enter all information (fields) manually even though we would like to use the info of the parent account. For example: Would the following scenario be possible?: - I create a new child account (Account B) - The field "VAT number" of Account B is populated automatically with the same number as the VAT number of the parent Account (Account A) In other words: Do you have inheritance functionality which I can use for this?
Zoho CRM formula
Why isnt the "custom formulas" updating when editing a field as they should? Only working upon creating a new entry in the module..
Home Page Setup
Is it possible to change the layout of the home page? If so how do I do that? Please email answer to damien.fogg@amplifon.com Jordan Burch
Emails Using "Send Mail" From Potentials Not Logging
Hello, We are trying to send emails through the Send Mail link within a potential, and they are not logging/recording under the "Emails" section within that potential. It shows up in the mail magnet with return emails, but is not listed at all in the potential or with the lead. Help.
Related Contacts in the Account windows
When you are inside an Account frame the side form for Related Contact shows only 5 names. We have many Account which have more than 50-100 contact. Can we customized this Related Contact window? The minimum for me would be to have at least the possibility of how many contact we want to display. Thanks Alexandre
Leap Year Issues
Anyone else having issues with Leap Year? Apparently 'Current Month' includes 2/29 now, and even custom sorts from 3/1 to 3/31 pull 2/29 and include it
Multiple totally separate Accounts with the same name
Our Accounts are newspapers. There are a few common names (e.g. The Courier, Daily News, etc.) that are used by several totally different newspapers. How do I set these up. There are combinations of fields that are unique. OR since I am converting from Goldmine, I have unique Goldmine ID's. Could I use these somehow?
PDF export limited to 2,000 records
Have created a new report for our company listing activity related to potentials for the previous week. Management would like me to run this report each Monday morning. I went to run the report and it shows more than 2,000 records. When I click to advance to the next page in the browser it shows "No Data Available". If I export the report as an XLS file I get over 2,300 records. Ideally I want to export as PDF (it looks much nicer) but Zoho is only exporting the first 2,000 records for the PDF
MONITOTING RULES
I want to know, what means the monitoring rules? I how i can used it? :)
How to export the leads in a view?
How do you export the leads that are in a view ? We dont want to export all leads, just those filtered.
Web Form Current Date
Currently we are required to manually enter the current date of leads that we recieve. Is there a way to add a date field to the form that will have the current date as it's default value, or otherwise a way that leads will automatically have the current date added to it automatically? Thanks for your help, Sam
How to configure a rule to prevent a Lead not approved creates an activity?
Hi, I created a rule for Leads Import. During import I opted for `Approve Leads'. The rule creates an activity for each Lead that I have not still approved / released. It is possible to avoid this behavior in the Free Edition version? I realized that if I do not approve the Lead, and I remove the Lead, the activity is also removed. (right) I want to use the 'Approve Leads' function to release Leads in on-demand mode, then at the time of release, Zoho_CRM would create activity for execution. I'd appreciate
Integration doesnt work for Word /CRM Plugin
Why doesnt the plugin work for CRM > Word. Have you discontinued support for this?
Cannot add User
I am trying to add a new user, and I have enough unused licenses, but I the ROLE input field will not let me enter anything. Any ideas? Is there a ZOHO support # I can call?
Limit xml import ?
Hi, I try to import contact from api (xml). There is a limit ? i can import more than 100 contact ! (in 1 package) Normal ? Thx by advance.
How to handle accounts that go out of business or are no longer going to purchase?
How do people usually handle Accounts that go out of business, or for some other reason will never purchase again? On one hand I would like to keep the info around so we know what happened, but there isn't a built-in "Out-of-Business" or "Dead Account" status that I've found. Thanks, John
Automatic Lead information import when we receive a mail from a new contact ?
Hello There, Is have my Gmail mail account sync via IMAP with Zoho CRM. I'm starting to receive answer to some mail i have sent before starting to use Zoho, and in general to receive mail from new contact. Is there a way to create a lead with some automation rule as we receive a new mail from a contact which is not already in our lead list? Thanks
Setting a picklist default for custom field on the webform, default not working...
So, I created a custom field in the module for a pick list, and told it which choice I wanted to show up as the default under the choice "Select default value". I then went to create a web form, and used this custom pick list as one of the fields in the web form. However, when I look at the preview for the web form it does not use the default choice I specified, instead it shows the value "-None-" instead of the default value I specified when I created the custom field. Any suggestions?
Subscriptions
Hello. I run a small repairs and maintenance business. At the moment I am using the free version of the CRM, 1 x office/desk user and 2 x mobile engineers. I wanted to know if I can continue to use the free CRM for my field engineer and have a single subscription to the professional version?
Automation Rule that triggers when a lead is converted.
Hello, We are considering moving to Zoho CRM and are currently testing it to make sure our requirements can be met. I need a way to track what lead (LEADID) an account (ACCOUNTID) was converted to. I couldn't see that information anywhere and furthermore I need to be alerted when that lead is converted to an account. I have not been able to figure out is how to trigger automation when a lead is converted to an Account/Contact. I know that you can make an automation rule that triggers when an Account
Cannot see my mails sent with Outlook365
I configured an IMAP account hoping to be able to see all emails received or sent with my outlook client but it doesn't seem to work. I only see the ones I received in my inbox. Also tried bcc, no success. Any suggestion appreciated. Thanks Thierry
Add name prefix in merge
Is there a way to add the name prefix (Mr., Ms., etc.) as a merge field? I've been having to send my template to each person separately so that I can add the prefix by hand.
Zoho CRM Integration with Zoho Invoice
Hi Team- How do I integrate Zoho Invoice with Zoho CRM. I will make my sale in CRM, want to flow the customer information from CRM to Invoice
How does an Administrator enable the mail add on?
I just set up a free Zoho account and want to enable the mail add on. How is this done?
Twitter button under image
Hiya, I am new to Zoho, can you tell me if the twitter and Facebook buttons under the client image connects to their account as currently I get a pop up box and the three bars showing action is underway, but nothing appears?
backup crm link
Hello, I made a data backup on March, 17th. My primary Email-Adress is not valid anymore, so I don´t haver acces to it. Is it possible to send the download link to my other email? What do I need to do? März 17, 2016 1073052000005046013Thanks for your help Sascha, from Germany
Whatsapp
Is it possible to add Whatsapp account to contact?
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