Cleaning the Zoho Database
Hi Team, I have a big problem here. There are over 6000 Contacts in my database. I extracted this into an excel and cleaned them, leaving me with around 4000 Contacts, however which is now on Excel. What would be the best way to clean my Zoho Database, so that I'm left with only these 4000 Contacts now? Help....!!
Automation on lead creation
Hi, I'm using Zoho CRM API to create a lead and successfully the lead gets created on submission of details. Also, i have created an Automation Rule for Leads, with alert emails to be sent on lead creation through the API. But, this part does not work for me. I don't get any alert emails on lead creation. What is the process of setting up rules and alert emails for leads created through API? Is there any way to handle emails through API?
Purchase Order - Account Name or Contact Name Shipping Auto Population
Hello, How can I create a Purchase Order to where I can Lookup an Account Name or Contact Name then it will auto-populate their Shipping Address for direct delivery from the Vendor? Thank you for any help.
Lead Names for Activity Reports
Hi, I need to be able to pull an Activity Report that lists Todays Calls with the name of the person that was called so I can review status of leads with my salespeople. I can add Contact Name to the report, but as far as I can tell I can't add Lead Name to the report. What gives? Is there another report that I should be using or am I missing something? Thanks, Jim
can not sign in zoho crm app
I can not log in to my crm account on my mobile app. It gives "inactive user" error everytime i try to sign in. even though i have access to it and m active on my pc. How do i solve this problem?
Visibility of sales reps activities
How do we get sales rep to only see their profiles and not all sales reps activities.
Editing a Pick List, but no space available
I'm a single user, using the free version. Apparently, I've reached my limit in my ability to add new choices to several of my drop down Pick Lists. When this happens, a dialogue box appears, I check "OK" and I can't make any more additions to the Pick List. This process also locks up the program & my PC. I need to close the program, wait, and then restart the program. First, how can I solve this issue? Second, will upgrading to another (paid) version solve this issue? Thank you! Ken
Zoho CRM Mail Merge
How can I sort the contents of a mail merge? Here is my question via Jing: http://screencast.com/t/KqCLqTpv6
Changing the time an automation alert email gets sent out
Wondering if it is possible to change the time when an automation alert email gets sent out? It seems that any of our workflow rules, automations, alerts, etc.... all of them that are pre-defined seem to get sent to our customers right after midnight. Is there a way we can choose a time when these emails get sent out? Thank you in advance
receiving email error
Error while processing the request! Unable to send message;Reason:550-(mail.zoho.com) [74.201.84.158]:58092 is currently not permitted to relay 550 through this server. Code received when trying to email from lead screen. Does anyone know what is causing this?
More custom fields
Hi. I'm sure there is a good reason for having limits to the number of custom fields we can create but do you think it is possible to have more than the current settings. For example you can only create 10 boolean fields in contacts but i have need of at least 20 or 30. the 60 custom text fields is also difficult to manage but have done what I can. It would be a huge help to be able to create as many as required. Is this possible at all? Can you please explain why there is a limit?
Only 20 records in product search results whereas I have half a hundred
Hi! Zoho CRM interface changed recently and I cannot do what I was able to do with the former version when I am creating a quote. Problem No. 1 Adding product, I have to enter at least 3 characters. This is a problem because I don't know always exactly how the product I am looking for begins. Problem No. 2 After typing the first 3 characters, only 20 products are listed in the dropdown but I have more than 50 products whose name begins with the same 3 characters ! This is a real problem. I cannot
Only 20 records in product search results whereas I have half a hundred
Zoho CRM interface changed recently and I cannot do what I was able to do with the former version when I am creating a quote. Problem No. 1 Adding product, I have to enter at least 3 characters. This is a problem because I don't know always exactly how the product I am looking for begins. Problem No. 2 After typing the first 3 characters, only 20 products are listed in the dropdown but I have more than 50 products whose name begins with the same 3 characters ! This is a real problem. I cannot retrieve
Automatic email notification with Potential Upload
Hello, I set up a workflow and rule so when I upload potentials from an Excel file every day, the appropriate sales engineer and sales manager receives an automatic email. It works fine if we enter the information manually, but not via a file upload. I have the rule set so that the Rule is executed upon the creation of the Potential. The Rule Criteria is set so that the Potential Creation date is "today". There are no time alerts. What am I missing? Thanks in advance for any assistance. John Galich
What happened to my emails??
Hello, I converted 7 leads into opportunities today. On the leads section I had listed the company email address and when I converted the lead into an opportunity there is no email section on the layout. Did I lose all of the emails that I had previously put into the lead? If so, that's horrible. Now I have to call those 7 contacts again and get the email address and then add it as a note to the opportunity so that it doesn't get erased. Worst part is, it makes my company look unprofessional when
PDF templates generator has changed
Hello, yesterday I discovered that the template for make PDF has changed: font, size, style are different that before. Also placement of body contents are in the top, not in the middle of the page. Is it needed to adapt our templates to a new tags or something like that, or will this change again as before? or is it an error simply? Regards, Luis
Is there anyway to unfollow myself in Feeds?
I love the Feed idea. Unfortunately any changes I would like to be notified of are hidden in the haystack of notifications about changes or tasks or notes I made. I want my feed to show me the changes or tasks or notes other people are making (and not the changes I am making). Is that possible?
Support is extremely bad
Support is extremely bad and I don't know what to do to let those guys help us I been promised to be called back within one hour after I was on the phone for long time but after one day still no one call. We get stuck with docs and no one takes care of our problem. They payment is taken immediately but the product is not working WHAT TO DO WHAT TO DO????????????????? We are frustrated with such bad company and lack of support
Integratiion ZOHO with Quickbooks Enterprise V14
Hello. I´m trying to integrate Quickbooks enterprise 14 with ZOHO CRM and receiving error on Quickbooks Web connector. Can you tell me what instructions you have to do this procedure, as well as what version of QBWC to use? Kind regards, Miguel
Most data has disappeared from form view. Shows up for print preview.
Hi My forms show empty of data. I enter the data, when I revisit the form it has disappeared. When I do a print preview, the data shows that it is there and prints. Can you please help me work out why the data does not show in the forms? It was showing a coupe of weeks ago. The screen shot shows the inventory form, empty and with data in print preview mode. Thank you Jonathan
who can help me with this, outlook plugin issue-urgent.
please see the picture, after installing outlook plugin, but can not work. i have re-install several times. performance: windows 7 ultimate x64,, office 2010.
Cannot add Facebook and Twitter.
Under the social settings, it gives the option to add FB and TW, but nothing happens when I click on "Add Account." I have the Professional edition, which according to your website, includes the social tab, but while reading others posts, you have stated that only the Enterprise Edition has it.
Create a report
HOw can I create a report which pulls out the Client reference/name and the notes attached to that client? Thank you
WORK!
Hi i need to create a function to automatically create an event when a record is saved. Can someone help me? Thank you Simone PS: i can pay for this...and other little modification
How to get CONTACT ID when (or while) a new lead is making
Hi, have integrated zoho account with a custom form that when a users send a contact form request insert automatically lead in "My Lead". Now i need to retrieve the userid/contact id to the current usert insert because i need also add a tasks it's posible do this? i'm sorry for my bad english!
Use the product merge fields twice in one template
We would like to use the product merge fields twice within the one template - once on a cover sheet with minimal information e.g. product name and quantity. and then later in the same template with more info including pricing etc. etc. However as product fields have to be used with in the id=lineitem tag only one iteration of product fields appears to be possible within any one document - can anyone advise a way around this so that we can use the product information twice in two different ways?
Activity Report with just MY Today's and Overdue Activities
How do I create an Activity Report that can be shown on my home tab that lists all activities due that day and all overdue activities for one user?
Sorting Emailed Leads from Non-Emailed Leads
Hi Folks, It's a problem I keep seeing referred to in many ways & if I understand it right Zoho do not have a solution that works. If I'm wrong, let me know. If you have for instance 400 leads & you email 250 of them from the mass email system then you cannot see a list separating those that were in the 250 who you sent to and those 150 you did not send to. That seems to be a fact? The last activity time does not include mass emails (though it seems to include a 1:1 email) and the Modified Time is
Only 20 records in product search results whereas I have half a hundred
Hi, In the Zoho CRM new version, in order to search products, I have to type 3 characters in the "Search using Product Name or Code" area. That's a problem when you don't know exactly what the name you are looking for is. And the main problem is that even if you know the beginning of the name of your product, the search returns only 20 items. But I have about 50 items beginning by the same 3 characters! I cannot find my product. Another problem: the list is not sorted alphabetically. So could you
User Views
Can I set up Zoho CRM so that different users can not see each other's leads?
Reformat Business Card
I was wondering if it is possible to change the format of the information found in the Business Card under CRM/Accounts. For example I am wanting to make the value in "Account Type" Bold and Red or Green depending on the status. I need it to stand out so staff can clearly see whether the account is supported or unsupported.
Exporting Contacts
How do I export all contacts? Thank you.
Possible to automatically change the due date for a task when it is overdue?
Is this possible? I always have too many tasks to finish and then I have a build up of old tasks. Is there anyway to make a task automatically change the due date once it is over due in Activities?
Creating a Task and relating it to a Lead (Proof)
Creating a Task and relating it to a Lead, has so far, left me empty handed, until NOW! I've read that this isn't doable here on the forum, however in watching the video below (I've also attached a screenshot of the part of the video in question) I've discovered that this guy, did in fact, associate a Lead to a Task! How is this done? https://www.zoho.com/crm/sales-force-automation.html?src=zforums @ 2:54 in the video
Problem with Lookup Fields and Custom Modules
I am currently testing Zoho CRM before registration for the enterprise version. I tried to find on the forum the answer to my problem, but I was not able to understand. 1. I want to create a custom module mainly containing a text field to create special memos: name example "Associated Consultations." > (For this step, I can do). 2. Now, I need to connect this custom module to a Leads module. I need to create records and open it from the Lead module to quickly view the contents during a phone call.
Sending Template Emails from Potentials
I am trying to send an Email from my potentials view but whenever I click on "Send Email" from the specific Potential that I'm looking at, it does not automatically add the potential's email in the "to" field. Not really sure how to fix this.
Question about modules relations and Lookup Field
hello, I am currently testing Zoho before registration for the Enterprise version . I can't link 2 modules . Data found on the forum have not sufficiently helped me (probably a problem of understanding from me because of the language). 1. I want to create a custom module containing mainly a text field to write successives memos related to leads, Accounts and Contacts . (Ok for this part , I see how). For example, this module will be called " Associated Memos " . 2. This custom module must be linked
consistent sorting in potentials
Dear sir or madam, We have several users that at the same time enter the Potential View. We sort our potentials with Potential Owner first and then on account name. I planned to do this by first soring on account name and then on Potenial Owner, however this does not seem to work. Kindly advice. Jill
Document
Hello I don't understand because I don't change any setting in inventory model and now I have a big blank between two zone "Projet" and "Nom du Produit". I need just One simple line and not these big space. If I use an another model, I haven't this problem. If I want to modify this model I don't have this blank. Could fix it? Thanks a lot Regards Etienne TOURNIER
Problem receiving emails from my contacts
I received correctly all the emails from my contacts but they don't appear any more in the icon "Message". I don't know what is wrong because it used to work well until the 4 of november, since then any email has appeared in the icon "Message"
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