Linked a Contact to their Linked In page
Can you linked a Contact to their Linked In page? I see facebook and Twitter but no Linked In.
LinkdIn Button ABSENT Under Image of Contact Person
In contacts, as we clicked on the name, we were surprised to find that under IMAGE there are ONLY 2 Social Links Visible: FB, Twitter. LinkedIn Button was not visible. Please resolve the matter on priority as we NEED LINKEDIN in that..
Trouble with LinkedIn Button on Contacts
For the past few weeks I get the error below when I try to use the LinkedIn button for a Contact... Something is technically wrong Sorry! Due to a technical issue, we are unable to connect to LinkedIn and fetch your data. We are fixing it and will have things back to normal soon. We apologize for the inconvenience caused.
Linkedin Error
Seems like there is something wrong with the Linkedin profile feature (see attached).
Integration of Zoho CRM with LinkedIn
Once a sales order is delivered (changing the drop down), CRM should check the Contact Field to see if it has a date (which would indicate the client has already provided a LinkedIn Recommendation) if the field is blank, send a request via LinkedIn for a recommendation. How can I accomplish this. LinkedIn link would be provided in the contact field.
Any way to easily import Linkedin photo?
Is there a way to easily added a person's linkedin photo to their profile? After a recent update, I need to: - click on the linked in button under the contact - right click - save image - click "Change" on the profile image in Zoho - click Select a photo from your computer - crop the photo - then hit save That is a lot of work for something that so many other services simply automatically display (ex. rapportive simply pulls it in from linkedin).
Linking Zoho CRM to Linkedin > Something is technically wrong
Dear All, it has been a few days that my linkedIn button show me with this error message : Something is technically wrong So I cannot link my contacts anymore to LinkedIn. Can anyone help ? Thanks in advance Laure
Web form integration with website
I am not able to integrate a form on my website with Zoho. Appreciate your help. Please suggest how should I go about it.
Auto fill form from contact to potential module.
I have to auto populate data from contact module to potential module. I have a section in contact module which have some custom fields. I have to populated that value to potential module when i select contact from the potential module. By using custom function, it is possible but it is populate on save module. I want value auto populate to fields when I select any contact from potentials look up fields. Any help?
Zoho mail and Zoho CRM
Somehow, when I click an email address in my zoho CRM it attempts to open Outlook, which I have not nor have I any interest in using. How do I correct this...?
Create New Field/ Check Syntax: "Missing Braces"
Hello, I need some help regarding my CRM app for Zoho. In the potentionals, I have "annual usage" and "margin" I need to multiply the two fields together to get "annual revenue". ${Potentials.Annual Usage}*${Potentials.Margin ($ per kWh/Therm))} I tried to program a field and Zoho returned the following message: "Missing Braces". I cannot find any help files or blogs that can help. Can you have someone reply or reach out to me? This is very time sensitive. Thank you.
Custom CRM Fields, more
I'm in the CRM - Contacts 1. In Home / Customization / Modules List:Contacts It shows MODIFIED BY field. I hit save. But this field does not show up in individual records, in Contacts. Why? 2. I need to create 2 new fields, for Contacts. What steps do I do to make these 2 fields, 15 char length each. Field names: "Contacted Date", "Modified Date "
Potentials dashboard
How i can add Products panel to my Potentials dashboard so we can add multiple products to a potentials. such as we have stage History,Open activities etc. like wise we have in leads module
How organize my Account in levels?
Hi! In my case, we work with companies who have several locations, in my company we have always considered each of our accounts compound by "Group and plant", for instance, the GROUP YAZAKI, may have plants, I am looking to implement some similar organization in which my accounts can be organized as follows: - Yazaki - Europe - Ovar - Barcelona - Ploiesti - Asia - Tokyo - Shanghai how could I implement that?
Email automation and managing leads questions
Hello - I am attempting to set up zoho to automate our e-mail processes. Before I upgrade my account to the Enterprise level, I have some questions to determine if what I am trying to do is possible, and perhaps some help with where to start for what I am trying to do: 1.) When sending an e-mail to a lead, is it possible to attach files to the email directly from Attachments that were uploaded to that leads page? I am only seeing options to upload from Zoho docs, Google Drive, Documents, Desktop.
Zoho CRM E-mail automation, managing leads questions
Hello - I am attempting to set up zoho to automate our e-mail processes. Before I upgrade my account to the Enterprise level, I have some questions to determine if what I am trying to do is possible, and perhaps some help with where to start for what I am trying to do: 1.) When sending an e-mail to a lead, is it possible to attach files to the email directly from Attachments that were uploaded to that leads page? I am only seeing options to upload from Zoho docs, Google Drive, Documents, Desktop.
How to import opportunities based on product and time periods sold
Right now, all of my customer data is in Excel but I would like to import it to this CRM system. I rent exhibits to other museums and record the museum's contact information as well as the exhibit or exhibits they are interested in. Sometimes, a museum will book an exhibit immediately, and then book another several years later so this is a very long-term relationship and I need to be able to manage several different products at once for the same customer. I also need to be able to generate a list
Include uploaded files in e-mail template macro
Is it possible to create a macro that, upon selection, will send an e-mail template to a customer, which will include a pre-written message as well as one or two attachments. The attachments will be different for each customer, so the macro would have to include the e-mails uploaded to that particular contacts page. Is this possible through a macro or perhaps other means such as a creator app? Advice is appreciated, thanks.
Can I send mass emails to my leads through my outlook mail?
I have made the switch from ACT to ZOHO and have not been able to figure out the mail merge process to be able to send a mass email to select leads in my database. Any assistance would be greatly appreciated
I cannot see "Notes" when I open an Account profile
I make a lot of notes for each of my accounts. When I go to Accounts page and click a particular Account, the Account opens and: * sometimes I see my notes, and the opportunity to add more notes * sometimes I don't. How can I get access to Notes 100% of the time that I open an Account?
Sorry,you have reached the maximum limit in your current edition
I have used only 1.45 mb of data and 855 Leads and 2600 Activities on my Free Edition. I have been using this to convince my company to invest in a CRM for everybody here. Where does it state the limits? Or is something wrong?
Alternative to Zoho - required fields basic functionality does not even work!!!
Does anyone know of a solution that can do the basic functions of a CRM such as requiring fields to convert a lead to an account? We can't use this system if it lacks this.
feature request: Sort Contacts by Last Name in Alphabetical
Is there a way to sort Contacts by Alphabetical Order by Last Name? This would be a great benefit. Thank you! :D
Setting up tasks and activities
When I set up a task and put a due date in I was wondering if there is a way to prevent me from using a date. For example, let's say I have meetings for two days later in the month and I want to prevent myself from usiing those dates when I set up tasks today. Is there a way
Account migration
Hi; I'm in the process of migrating CRM data from our previous CRM to Zoho CRM. I'm currently trying to migrate Account information. I manage to get the Account records created, with correct info and correct dates, however there are two things not working as expected: Account Owner Id: It always is set as the Adminitrator Id, regardless of the Account Owner Id that is specified in the CSV migration file. I've tried with the User IDs provided by Zoho when I do an export, as well as with the User Names,
How can I add the name of a task on the Subject Name Lookup
My tasks are usually all the same (Send 1st follow up, Mail Certificates, Reconnect for 2016, etc...) I want to add those to to the Subject Name Lookup when creating a new task so that it's already there for me to chose from. Any idea on how to do that?
A working example of how to use fileUpload using python
Here's a simple script that you can use to upload a file to zoho using python. Everything else I've tried kept failing for some reason. Many thanks to Sergio Basto for creating the module that makes doing this very easy. Go to https://pypi.python.org/pypi/MultipartPostHandler2/0.1.5 and get the egg file and install it. The sample code is as follows. You can use this to add attachments to contacts as well if you desire. I haven't tested for Leads module but I'm pretty sure it works fine. Please
How to send out quotes in zoho crm? Add paypal link invoice?
How do you send out quotes to prospects/clients in zoho crm? I see the link for a print preview... I want to Email the quote to a client. I also need: After quote is approved, I then want to send an invoice via email. On the invoice I need a "click here to pay" link with the correct amount due set from the invoice amount. Go back to VTiger and mod it for these features?
Log a call box
How do I get rid the fing log a call box.
Can I permit a user to only view/modify certain accounts?
Hi I am quite new to zoho and I have have the Professional version. at the moment I have 2 users: 1 administrator and 1 standard I would like to know if it is possible to add a 3rd user (paying of course) but I would like to create this 3rd user in a way that he can add/view/modify his creations (as a standard user) but with the addition that I (administrator) want to be able to give him access to certain accounts (only if I want to share the contact with him) I have been trying to understand how
invalid parameter value - CRM
At the bottom of an email message body I have been able to choose from the options Info; CRM; Notes; Tasks; etc. The CRM option normally allows me to setup a task with the CRM fields. Now it shows: invalid parameter value What can I do to resolve this?
Notes related to Potentials
Can we fetch all Notes related to Potentials module in a single call? For example - If we have 3 Potential Ids, then, by using getRelatedRecords method, we can fetch notes by calling the method 3 times. Can this be done in a single call?
CRM Invoice integration with Paypal, etc. to receive electronic payments?
Can you tell me how long it will be, or how high a priority it is to get the CRM Invoice application set to receive electronic payments via Paypal, etc.? I think this is a critical business priority. I know you have it available in the separate Zoho Business Invoice app. It works great. But, the integration with the CRM is mission critical for most of my small to mid-sized business clients, and particularly for a large project I am working on. Thanks, Scott Kaye Streamside CRM Scott@StreamsideCRM.com
Seperate Accounts or add a Member Account???
Hi, I'd appreciate some suggestions. We have a lot of companies with two departments ie. Northampton Building Control and Northampton Development Control, is it better to have separate accounts for them or add one as a member account to the other? We want to send mass emails, which will sometimes be to both departments but sometimes just one of the departments. Which way would be easier for us to be able to pick and choose who gets sent what?
What do you do with this CRM? I would like to know when to call back is that so difficult?
I schedule a call back ? then what? As I have no reminder Pop how am I supposed to know who to call, or what leads have not been called? Have you people ever tried to use this stupid software to do business with?
Sort leads by category ?
I've been trying to find the answer to this for an hour. I"m sure its something simple I'm looking over but I simply can't find it. I want to be able to assign my leads to a category (ie. IT COO's; Medical CEO's, etc etc) so I can easily see leads in these categories. I simply can't figure out how to do it. Can anyone help me out ?
mutiple contacts in leads
How do you create multiple contacts when put into CRM as a lead? I wish to upload a CSV file that has more than one contact per lead being uploaded.
Upgrading from older version to newer version of Zoho
Can free users upgrade from an older version to a newer version of Zoho?
Convert Lead with existing account
How should we use API method convertLead without creating duplicate accounts? Tanks, Lauri
How to duplicate data from account to prospect?
Hi, I'm trying to set up Zoho CRM solution in start up according to our sales process. I was wondering whether i can duplicate data from account to prospect by just changing a field/parameter on the account's page. Let me be clearer : I added a status field onto each account to qualify the sales status of each company we're dealing with. When I change the status field of a lead to be an "active prospect", I would like that action to duplicate the account into the prospect category so that I can follow
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