Using windows Xp computer
One of my reps is using a computer that has XP Windows -- Does this affect Zoho CRM -- she adds things to a record and they appear to change in some instances when she goes back in?
Zoho permission.
Hello, is there any possibility to set such permission when the user have an access only to his data. In other words, the user is allowed to view only his leads, contacts and clients. So, I want some users to see everything and limit the other users somehow. Thank you, Xenie
Distinguishing Contacts from "Customers"
In a B2P scenario, I am not sure how to distinguish regular contacts from actual customers, according to the Zoho methodology and lead conversion process. In Zoho Crm, I am not sure if the same process applies to other CRM's, you tell us that Leads represent raw data of potential customers, and that when you engage them they become "Contacts" for which you can create in turn sales "Potentials". For that to happen you suggest we "convert" Leads into Contacts when we first qualify them or initiate
Lead - All Lead View question
We work primarily with the military so we have several contacts within each military base. When I view Leads, I'd like to see not only which department the lead works for, i.e. Fitness Center, but also what military base they work at. So I'd like to see their name, phone, deparment (which I use company name for), military base, which is a custom field I added and email address. The custom field I added (military base) does not show up in lead view. Can I add this field in lead view and if so,
Adding Fields
How do you add fields to a section
Zoho CRM Contacts/Accounts
Can I merge the information in my contacts into the accounts? For instance if I set a contact as a prospect and set it up for Industry A cani have that same prospect status and industry type merge with the account so that I do not have to enter it again?
Email from Outlook
Is it possible to email contacts from Outlook to Zoho. I am looking for a way to import on a few contacts rather than all of my contacts. Any advice?
Formula Field issue
I have an formula which creates a string on record creation in a contacts field ...howoever, when I'm converting from LEAD to CONTACT ( and the contact pre-exists) this field always updates - this is not the case with other fields. What is the reasoning and can I stop that behavior?
Solution Roadmap, CRM Implementation, and Data Integration Strategy
I'm new to CRM and am still learning about it. I have an assignment on CRM and since I have no prior experience in this area, I am struggling with it. I wonder if any one of you could give me some insights as to how I should go about it or any tips in answering this as I am so clueless right now. I am not here to ask direct answers from anyone, I know it's an assignment and I'm supposed to be the one giving the answer, but if anyone could direct or guide me as to how I should go about this, I would
Autonumber (Accounts) not being assigned when Account is created in GMail Widget/Add-In
Hi everyone, I have an AutoNumber field used to assign a unique ID to each account. When an account is added manually, this works fine. However, when using the Zoho CRM Gmail/Google Mail plugin to add a contact (where an Account Name is also entered), the AutoNumber will field will not be filled. Can this be fixed?
auto generate a lead and send email from web sign -up
We have our squarespace web sign up integrated with Zoho. Leads are generated and a template email is sent out. When I check lead emails there is no record of the template email in the "Sent Emails from CRM" tab. Please advise. Thank you Norma Gordon
sharing a created document
Hi- Once I have created a document, how do I share it with someone in my organization (in other words someone who we have in zoho). I can do it as the document is being created, but with this particular problem, I need to share a document I created a few weeks ago with someone and there is nothing I can see that allows me to do that. This is a document in the crm (not doc.zoho...) Thanks! Mara
Back up of whole CRM system
Hi We have heavily customised our Zoho CRM system and I want to backup everything, not just the data inside it. How can I do that? (I also have elements that draw on apps in Creator - can I also back those up and how) Many thanks
Password
How do I change my login password?
Not working: search email inbox for email from specific senders
Up to now I can right click on email and select "list mail from sender". That has stopped. I use this function every day to remove emails from my inbox and sort them into folders. The menu item is still present but the functionality is not. Please let me know what has changed and how this can be resolved. Using Safari 7.0.6 The same problem is showing-up in Firefox 31. Same problem for Firebox 32 In reality, the search function is not working right. I can also search for emails from a specific
Question about: Execute workflow only when the criteria is met for the first time.
i have created a number of rules and have been told to select Execute workflow only when the criteria is met for the first time . my problem is this, i use them to notify the other users on my account of certain accounts for various fields/reasons. i am thinking further down the line - years specifically if these accounts that have had this trigger once already, will not be able to trigger again if there is a match. Does Zoho remember each trigger? I did use to have it on Execute workflow whenever
Audit Log
Hi, The audit log does not mention any modification of accounts from an import. I imported a list of 300 accounts, 291 of them were already in Zoho but needed to be updated. So a total of 9 brand new accounts were entered. These 9 new accounts are the only things listed in the audit log, not mentioning the overwriting of 291 accounts. This is a very big thing to miss. I know you can look it up in the Import History, but I am worried this could be missed easily as the information in Import History
Help with a report please !
I want to run a report that shows me my Accounts with no 'Open Activities'. Any help as new to this would be gratefully received.
Description field missing in quote template
Somehow the description field disappeared from my quote template. Anyone know what field name I need to include in order to extract the description field from the quote itself. I am referring to the notes for any given quote and not the product description field
field merge
Can I merge the information in my contacts into the accounts? For instance if I set a contact as a prospect and set it up for Industry A cani have that same prospect status and industry type merge with the account so that I do not have to enter it again?
Zoho Suppliers Data
I am only getting first 20 suppliers data in my website, I don't know where to change the limits for suppliers data to show more than 20.
Email History and or report
Is there a way to see email history in the contact module or in a report to a single email address? Wanting to create a report of conatcts that have not been contacted in x days. Thanks
Groups vs Territories vs Roles
I'm trying to setup Zoho CRM to correctly represent my business. Here are more details: - I have a consulting/brokerage firm that works with several unrelated companies ("principals") - Each principal has multiple managers and salespeople - The principals sell different products to different companies, but there are some overlaps (for instance two might be selling to Walmart, one company apples and another cherries ) - Each company should have full visibility of "its" leads, accounts, contacts, emails,
Mapping multiple account addresses
Without knowing what cities are near each other, is there a way in zoho to find cities that are close to one another without having to be in the area to find out. An example is lets say I am in California and am planning to make a trip to north carolina , is there a way to find out what cities(accounts) are near each other in North Carolina while I am in California?
Populate Address field in Quotes
When I try to create a quote from inside a Potential, the address fields do not automatically populate. What am i doing wrong?
Why does layout change with tab order?
How can we have two column layout sections with top > bottom tab order?
Avoid duplicates while importing
Hi there, I'm hoping to importing data into "contacts," and avoid creating duplicates (based on the customers' email addresses). However, when I import the data, it simply skipped all the duplicate entries instead of updating them, even though I chose the "overwrite" option while importing. Could someone help me with this? Thanks in advance!
Differences on Importing Potentials depending on which method I use!
I am new to Zoho and it looks great - but I have been spending too long fighting with the import. I created Campaigns. Then, imported Accounts and then Contacts using the Migrate from CRM option. That (eventually) worked fine. Then, I have tried to import my Potentials. If I import through the Migrate from CRM Option, the Potential Attaches fine to the Contact (I am prompted on import for the Contact ID field. BUT - it does NOT import the Campaign Source - even though the field is mapped and I receive
Question: Potentials Shortcuts
HI i have had a long arduous emails with the support dept regarding whether the stage>edit in the below screen shot for potentials should actually work or not -nothing opens up when you click edit. For some reason support wants to have a remote session which i have no time for, and they should already know the answer to anyway, when all they need to do is check with the developers. Can anyone else shed any light on this?
Custom Module Related List
Because of the nature of my business i needed to change the default "Account" tab/module into my "Client" module. So I had to create a new module for my client accounts (I am a financial advisor so many times clients have more then one). I am unable to make a related list under the Client module to see the account records I created for each Client even though I linked them with the look-up function. Help!
Link Parent Account with Account
How do I link an Account to a Parent Account? I want to set-up a system where a subsidiary or division can be identified under an existing Account. Example: Shell Corporation has multiple divisions and subsidiaries around the world.
How do I setup my GMAIL account in ZOHO CRM?
I have been trying for weeks to figure this out... no luck. Please help before I cancel my whole plan! Paul
Help...when importing data many records are skipped, even with a unique identifier.
I'm trying to import about 740 records. Each time I import I only get 221. It says that 223 are skipped and I'm not sure why. Some of the records have duplicate email addresses, hence why I created a client ID field. How do I make the Client ID field the unique identifier and not email?
Email lookup using custom function
Would it be possible to do the following using a custom function inside crm (or creator as we have both and linked) : 1) Schedule a function once a day that would look at all leads with a certain criteria 2) If fit this criteria, check the count of emails sent to us, by the lead Email address 3) If say for example, the lead has sent us one email, update a custom field labeled "lead responses" to 1? Trying to find a way for our agents to better check responses automatically without having to check
How to import email field from one category to another?
Hi, I would like to import some fields, including the email field, from one category to another. For example, I created a new quote and inside the quote there is a possibility to choose the lead by a search filed, and then get the lead's name. How can I import more data into the quote? How can I get the lead's email, phone, etc?
How to put leads into groups
I have so many leads and i need to figure out how to seprate the leads into different groups so i can acess them easier
Need to update the payment details
Need to Update the Card Details, Requesting you assist me for the same How could i get the paid account services back Regards Vikram Kirtani +91 98735 33669
Workflow and enewsletters
Hi, I am currently using the free version of ZohoCRM. Someone mentioned to me that I might find the workflow function useful, however, I understand that I would need to go onto the paid version to use it. Is there any trial of it available to see if I really will use it? Also is is it possible to send enewsletters via Zoho, if so, how much would that be and is it is integrated with ZohoCRM? Thanks
Problems when importing Vcards (Missing last name)
I am having problems when importing Vcards to ZOho (Says it is missing a last name even though the last name is clearly in). This only happens when you import more than 7 Vcards. I works properly when importing less than 7 Vcards. Any idea? Regards, Paulino I found this problem on this link https://help.zoho.com/portal/en/community/topic/vcard-import-failing
Disappointing Support!
I have been trying at wits end to get a product attached to a potential. I have written to the forum couple of days back, but still awaiting a response. My initial request: https://help.zoho.com/portal/en/community/topic/trying-to-associate-product-to-a-potential-but-unable-to-add-expected-quantities Hope i can invoke a response SOMEHOW! Rgrds Binitha
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