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How to change the language of Stages under Potentials?
I changed every locale or address info to US, but I still see Stages in Hungarian. I can't figure it out how to change it. Please help. Thanks
Exporting Notes and linking Contact and account
How do you export and/or print notes that are attached to a contact and then also identify the account name linked to the contact? ie) I want to print or export a file that has the following: Contact, Company, Note Date, Note Detail
Mass Update Commercial Relation
Hi Everybody! I'm almost new on Zoho CRM so maybe i'm not so practical, but I hope you could help me. i'd need to Mass Update some Records in Contacts, but when I arrive to the box "Select Field to Update" the field I need is not in the list. Is it possible to add other specific fields to this list? I've an Italian version of Zoho, so i've problems explaining the correct name of the field i'd need (my "Relazione Commerciale"), I think in english could be called Commercial Relation, and it's a
Iframe, file upload & Captcha not working.
We have successfully setup Zoho CRM account. But when we tried to create a web to lead from from our account we were not able to use advance tools options (File upload & Captcha) in our web from. Also we didn't see any option for iframe (kindly check attached screenshot) Kindly confirm are we missing any thing as part of initial setup or these feature not available in free version (3 users)? Kindly confirm on this.
downgrading Professional to standard will I loose content?
Will i loose any content if if downgrade from professional to standard $12 licence in particular will i loose emails?
Assign task to User?
Can we assign a task to user instead of contact?
How to create task using custom function.
Hi All, I have to create task based on the drop down value. When a user select a value from drop down then a task is created and assigned to user. When we select another value from drop down then a new task is created and assigned to different user. void calculate.Task(int potential_id) { resp = zoho.crm.getRecordById("Potentials", input.potential_id); Potential_Name = resp.get("Potential Name"); stage = resp.get("Stage"); if (stage == "Qualification") { result = zoho.crm.create("Tasks",
How to assign task to users.
I have to assign task to users. I have a drop down box with different values. When i select a value then a task is assigned to user. If i select another value from drop down then a task is assigned to different user. How can i do this?
Append existing
I need to add a new field to my Zoho accounts database and then append it. I don't want to create new records. Just need to add data to existing records without having to manually do so. I do have a unique identifier field for each record. Any easy way to do so?
Issues with Zoho CRM and Outlook 2010 filing emails in Junk
Has anyone else experienced the issue of emailing from Zoho and having Outlook 2010 (only) file in the Junk folder? This has driven our sales staff nuts and support is saying there is nothing that they can (will?) do. Other applications (including competitors) can do this function successfully. Trying to 1) get the word out and 2) get a consensus going for Zoho to work on a fix. Thanks,
BCC DropBox
Is there any way to REASSOCIATE mails ALREADY SENT using the BCC feature? Of course, I don't want to send the email to the customer again but the feature only seems to work off the recipients address and does not SEARCH the email body etc.
Template emails sent to my own email not received
I always send emails to myself to test my templates before I send them out. I used to get them every time but have not today after several tries. I am creating a template in the CRM and trying to send it out both individually and in mass through checking the mail merge boxes for myself. The email that go to other addresses other than my own do send? The one addressed to my email domain do not reach my mailbox even though it previews and states that it was send in the account record. Please advise.
Outlook / Zoho Contact Sync Issue
I have an issue where I am only syncing from Outlook to Zoho but the sync reverts after a while back to having Zoho sync with Outlook. This creates duplicates in Outlook adding duplicate contacts because it puts them in a category labeled Zoho and applying a purple label to them. So there are two issues: 1) the reverting from Outlook to Zoho back to Zoho/Outlook and 2) the duplicate label. If we can cure the duplicate label I would be fine with sync both ways.
Autopopulate E-Mail field
Hi. I have a question about the posibility to autopopulate the E-mail field from other form field (FirstName.LastName.birthdate@noemail.com) For exemple, Daniel.Laviolette.01-05-1987@noemail.com. I want to do that because I'm working a lot with calendar. Often, I have to enter in the callendar appointent with people that didn't give their e-mails. In this case, no link can be mage between CRM and Callendar. If I can create automatically a fake e-mail adress (and configure Mailchimp to exclude all
Add Notes to a Report (Any report!)
I simply do not see an option to "Create New Report" or any way to add 'Notes' to a report. It is very important that we be able to easily view Notes associated with each lead/contact. Is it possible? I am on the basic version zoho. Thank you for help.
Industry Field in Potentials
Hi Everyone, I want to track the industry segments our quotes are going into but it does not appear that I can add the Industry field to the Potentials section. Is it possible? Also, it does not appear that you can convert a Potential into an Account. It looks like the Potential needs to be an Account already, even before you have done business with them. That sounds illogical to me. Or have I missed something?
On the mobile app most of my accounts are duplicated, why?
I just refreshed my mobile app and 50% of my accounts duplicated, no reason on which ones. When I go into the software on the computer only one account shows up and if I delete that account, then both duplicates disappear from the mobile app? Can someone help me with this? Thanks,
When import list to leads - does the system search whole system for copies or just the leads?
Hi, As we imported a list that included emails to restaurangs, for the rest of the fields we did dummies as "company 1-,2-,3 etc", "name -1,-2 ,-3" etc. Next time we update the leads list we are importing the same list once again. As you convert one Lead to a Contact it will disappear from the leads list? right? Next time we import a new list the old Leads that now are Contacts will be included in this new import. How does the system recognize duplicates? When you move a Lead to a Contact you
Problem with Outlook Plugin
The plugin for Outlook for one of my clients suddenly stopped working last week. The system doesn't seem to recognise her credentials any more. I have tried this on my own system - I normally use ZOHO mail - and have found the sme problem. Something tells me that the reason is that the Plugin was upgraded last year and needed to be reinstalled - is that the case and would this resolve the issue. If the plugin in is re-installed will my client lose the emails she has already stored against the records
ZOHO SURVEY
NECESITO SABER DONDE SE RECOPILAN LAS RESPUESTAS DE UN FORMULARIO CREADO CON ZOHO SURVEY. TRABAJO CON ZOHO CRM Y ME GUSTARÍA TENER TODOS LOS DATOS AHÍ RECOPILADOS
FORMULARIOS EN GOOGLE DOCS PASADOS A ZOHO CRM.
COMO ARCHIVO LAS RESPUESTAS DE LOS FORMULARIOS SUBIDOS DESDE GOOGLE DOCS Un Zoho CRM. QUIERO TENER TODOS LOS DATOS EN Zoho.
Standard User unable see all Contacts / Accounts AND Postcode search not working
One of my users (a 'Standard' user) does not seem able to access all the accounts / contacts on our Zoho database. We know there is no problem with the data as both myself (Super Admin User) and my colleague (Admin User) can see all the information when we search. I've checked her permissions and she does not appear to be restricted from viewing any account information on our Zoho account. Please advise. In addition - we are all experiencing issues searching by Postcode as specific postcode search
¿COMO PASAR UN FORMULARIO EN GOOGLE DOCS A ZOHO CRM?
TENGO FORMULARIOS EN GOOGLE DOCS Y QUERIA SABER SI ES POSIBLE ARCHIVAR LAS RESPUESTAS EN automaticamente Zoho CRM. O BIEN PASAR LOS FORMULARIOS A FORMATO VÁLIDO EN CRM
¿CÓMO PASAR UN FORMULARIO EN GOOGLE DOCS A ZOHO CRM?
NECESITO SABER COMO PUEDO VOLCAR LAS RESPUESTAS DE UN FORMULARIO DE GOOGLE DOCS A ZOHO CRM PARA ALMACENARLOS AHI.....
Zoho CRM integration with google calendar
Hi everyone, I have a doubt about the integration with google cal. In the feature availability box in the zoho crm website, says that is not available in the Standard version but I would like to know if the integration could work using an API. Thanks.
Unable to connect to facebook
I have been able to connect to twitter, but when I try facebook it keeps brining me back to: You need to authenticate yourself with your Facebook account to use this feature.
I can't create an report?
Hi, I really need some help. I wan't to create an report (a "list") but all I'm being told is that I can't have more than 100 reports in my version (standard) of Zoho. I've been deleting several reports so there should be space to create an report. Why is it not working?? Fredrika
Notes in Leads & Opportunities
Hi, I use the notes in Leads & Opportunities a lot as a bit of an audit trail of conversations/contacts I've had with people. Since returning to work after a Christmas holiday I have found that these notes are sometimes in reverse order. How can I remedy this? Thanks, Colin
Copying a field
I would like to create a new field, populate it with historical data from another field, (export then import?) and then use both fields go-forward. Can I populate historical data from one filed to another?
Transaction History
We produce trade shows and conferences. We want to use ZOHO CRM to manage our ongoing contact with our customer base via phone, email and postal mailings. A key element to this plan is importing purchase history with each customer record (or appending it after the customer records are imported). We have roughly 60,000 transactions (actually registrations to one of our events) associated with 10,000 customers that we want to be able to include with the customer records. Note that we want to associate
ZOHO login for Outlook not working
I synced my ZOHO to Microsoft Outlook but it says my email address and password are incorrect when I log in on the pop up. I have never had this error occur and I have been using this for over a year. I used the same login information when I log into ZOHO and it's not working. I have attached a screenshot. Has anyone had this issue in the past?
Plugin for MS Outlook Sync Folder Issues
Every time when I sign into Outlook and go to the add-in tab to sync contacts or calendar, I have to re-assign the folder that the add-in is to sync to. Prior to the upgraded plug-in, the software retained the mapping instructions but now it has become a point of irritation due to the constant task of resetting the sync mapping every time I log in. Has something changed in the design of the app to require this be done or is it a bug?
Updating/Adding an Account when in potentials - Zoho not forcing required Account fields
I am trying to keep from creating an account until a potential has actually converted to a client. To do so, I made the Account Name field optional in potentials. This works fine. Then, when I later want to create an Account, I edit the potential to add an account name. Zoho warns me that it will create a "new account" if one does not exist -also fine. What it does not do is open up the Account "conversion" dialogue - like it does when you convert a lead. And so, it does not force required field
Bug? Email sent to contact from zoho Mail add on not shown in CRM
I have the zoho Mail add on configured with a pop account. I sent an email to a contact's email address through the Mail add on but it doesn't appear under the list of emails in the contact's record in the CRM. Surely this is a bug? Have I got anything configured incorrectly? Thanks!
Request for adding module to CRM Outlook plugin
I would love to be able to attach an email to an account instead of a contact person. This would make it much easier for us to all view the communications happening with a client / company, not just an individual. Please add the accounts module to this prompt and make me happy!!
unable to confirm user/wrong user status/cannot see leads
I imagine this is all interlinked but have a problem using the free version currently. I have setup three users (I am Super Admin/others are admin all CEO). An invite goes out to the other users but the email says that they cannot confirm as they are a superadmin (appears not when checking their status) and they cannot 'confirm'. I have assigned leads to these users but they cannot see those leads, even though I have checked the status, they are all CEO permissioned yet no lead access at all. They
Visit Tab
What am I supposed to see in this Tab once I got the Tracking integrated? Doens't seem to do anything other than to tell me to copy the code.
Associating Partners with an Opportunity
I would like to associate partners (other accounts) with individual opportunities, Furthermore I would then like to assign roles to these partners, e.g. Prime Contractor, Subcontractor, Supplier. This is so that I can list all opportunities ssociated with a partner for reporting purposes and when I have regular meetings with them. This is something that Salesforce.com is doing. How can I do this with ZohoCRM?
Linkedinn - Import 1st level contacts
Is it possible to automatically import first level contacts from linkedin into Zoho? Is it possible for a third party with the API?
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