New User / Basic Question
I apologize for this question in advance, as it will sound pretty dumb to most, but I'm new to using a CRM and am having difficulty understanding all the "slots" where items should be placed. If I sell thru a distributor, and my distributor reps are bringing me opportunities at accounts (companies), who is the lead? Is it the distributor rep or the contact at the account? How do I categorize this type of structure? My distributor reps bring me many "leads" at new accounts and new opportunities
Invitations
I created a meeting invite in CRM and then sync'd the meeting invite with Outlook before sending it out to the 4 participants. Each participant responded but I am now getting repeated notifications from one of the participants (at least 20) that he has accepted. How can I stop these notifications from coming through?
Outlook Plugin should sync all contacts and not only the ones I own
Is this possible somehow?
No Apps and Addons under setup
Following the steps to download the MS Outlook Plug In it says Setup > Apps & Add-ons > Other Apps > Plug-in for Microsoft Outlook . I cannot find anything that says Apps & Add-ons on the setup page so the process stops there. Where is this section?
Calculated Display Field
Hi, Many times we need a filed e.g. Age Today, where we would like to see the some calculated value (formula based) which will be reflecting without the record being edited. Currently, only option we have is to create a calculated field that will updates only if the record is updated. Kazi Hassan Consultant, OscilloSoft Pty Limited
SPF validation
Received this message from a customer, any help appreciated "the SPF validation failure… more and more companies are treating SPF failures as spam"
Ability to change status of a Lead contact to Account contact
Hi, I am wondering if there is a way to transfer a prospect lead to a new account. I.e. I want to avoid adding the information of a particular lead all over again under the Accounts tab. Is this possible? If so, what is the best way to do this? Cheers
How to identify Zoho CRM contacts that have not had an activity in the last 6 months
I am using Zoho CRM Professional Edition and am trying to find a way for the system to help me identify which contacts I should proactively contact as I have not had a recent interaction with them. I have tried to create a report showing contacts who's last activity (i.e. call/event) is greater than x months ago (i.e. 6 months) but can't workout how to specify this criteria. I appreciate any help/tips. Regards, Zoe
Is it possible to use the same or sync notes from leads, potentials and clients in zoho crm?
We have an issue which our call center´s attendents can´t find their notes easely. To fix it I want to show always the same "note pad".
Account data 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,
Obtaining Zoho Sheet View in Reports
After pulling a report, is it possible to edit using Zoho sheet view? This will enable users to easily update contacts that fit into a specific criteria. Thanks
Facebook Integration Problems
I am currently working in the free version of ZOHO with limited staff in order to work out any customizations before purchasing an upgrade. I was able to integrate ZOHO with a facebook user account. And then realized that I want zoho to be attached to our company director's facebook account. I followed the instructions and removed the app from the facebook account. However, I am now no longer able to reconnect to another facebook account. A window comes up with a list of names and empty silhouettes.
Webform to LEADS Module - NEED Assistance
I am a volunteer for a non-profit dog rescue (www.puppypawsrescue.org) that saves puppies and dogs from high kill shelters in the southern United States. The organization is small and built completely through volunteers. The organization is 1 1/2 years old and has saved several hundred dogs over that time period. Beyond fostering some of the dogs, I have been working to help the organization in streamlining their adoption application process. I started with building an online adoption application
Emails produced by ZOHO CRM
Hi, When I send an email from ZOHO CRM, the recipient sees my first name, surname and my email address. I don't want my user name associated with the emails sent, I would like it to list my companies name, not my name. I have had to change my user name to the companies name to get around this so far. There must be a better way! Thanks Patrick
More button and reordering menu is annoying
I have room to show about 20 modules on my menu bar, yet only 7 show up with a More... button. I would rather see as many modules as possible without clicking the More button. Also, I find it infuriating that the order of menu items constantly changes based on frequency of use. Why not let us just reorder it in a way that works for us - I'm constantly hunting to find the module I want to use. Many times I've stared at the More menu for several seconds only to realize the module I am looking for is
failed to insert a sales order. Error message was: Number of products for the record has exceeded the limit (error 4489)
Hello, As an integrator, we are synchronizing products and sales orders between an e-commerce site (PrestaShop) and a ZohoCRM account. We encountered a "Number of products for the record has exceeded the limit " error (ZohoCRM API code for the error is 4489) when attempting to insert a sales order which had 177 products. what is the actual maximum number of products that a sales order can embed? is there a way of removing this limit? Or to make it a little bit higher, please? Thank you for your understanding,
Is it possible to re-order the fields in teh Quick Add Dialog boxes?
I love the quick add feature. I find it helps me work much more efficeintly. However, the order of the fields in the Quick Add Contact dialog box does not flow logically (in my eyes). Here is a screen grab of what I get: To me it would make more sense to have the fields in the following order: First Name Last Name Account Name Phone E-Mail Mailing Street Mailing City Mailing State Postal Code Owner At the least I think that the name fields should be grouped together and the address fields should
Mail from ZOHO CRM - spam, any updates?
I have read a lot, and asked but not get any answers to this. My mail from zoho is treated as spam. Is there any updates on this? I see people asked about this several years ago without getting any answers. Is there no way to deal with this? Knut Pedersen
How to: Report of sales compared to budgettet sales
Hi, Our company is arranging conferences and I would like to make a report for every conference, which shows the sales (sponsorships and exhibitions, etc.) progress compared to the budgetted amount of sales. Is there an easy way to do that? Your input and help is very apreciated. Best regards Bent
Attn. Zoho Mail Add-on Users who have configured their Gmail accounts via POP in Zoho CRM
If you are using Zoho Mail Add-on and have configured your Gmail account via POP then this is for you. We have recently added two more IP addresses to our Zoho mail servers: 74.201.84.157 and 74.201.84.158. When Zoho Mail tries to retrieve your mails via POP using these new IP addresses, 1) You may receive an alert mail in your inbox. OR 2) You may get a warning message from Google informing you about a suspicious attempt to sign in to your account. (Refer this forum post .) No worries! You just
How can i send an outbound message?
How can i send an outbound message? Looking for something similar to Salesforce triggering a workflow and rule to execute an action that sends an outbound message as a URL Endpoint.
Woocomerce & Zoho, any tips
Hi We are evaluating moving to zoho, we run two woocommerce stores. any tips on integration or plugins? we are looking to sync both aswell for new contact, orders and quotes Thanks
Asking contacts to check/update their contact details in Zoho CRM
I have started to use Zoho CRM Professional Edition for my own home based business and Love it! I have loaded around 300 contacts (customers) so far and am sure the number will double in the next year. I would appreciate some suggestions/tips on how people keep contact information current in Zoho CRM? I have used another CRM many years ago (in another job) which enabled me to periodically send an email to the contacts in the CRM showing the contacts details that we had stored for them in the CRM.
Integration with business card scanner to add new contacts?
Do you recommend a way to allow iPhone users to scan business cards right into Zoho? I know there is an iPhone app called BCR (Business Card Reader), and they now have an api ( http://shape.ag/freedownload/BCR/BCRexport.pdf ). Do you support / when will you support this or anything like it? Thanks, Tim
Creating Custom Forms
Hello, Please how do I create custom forms on zohoCRM?
Access from this machine is not allowed
We have recently changed our IP address and are getting Access from this machine is not allowed Can somebody reset? admin@drinksupermarket.com thanks
e-mail lead to potential
Hi guys, I am not able to find out the setup of e-mail. It's strange situation, because this e-mail is generated just when only specific our colleague converts lead to potential and I would like to find out and change this e-mail recepients. Could you please help me? (below is email (without client details) Thanks
email setup
Hi, currently we are starting to use potential, but there is some strange setup and we are not able to find out from where this is comming. Just when one of my colleague is converting lead to potential this action generates info mail about this to our support center. I am not able find out where in zoho I could change this setup (no findings in automation, templates) below is the picture of mail (personal info I took out). Thanks for help
Leads, Accounts, Contacts, Users API and JSON/JSONP
Hi, I used Urls like https://crm.zoho.com/crm/private/json/Leads/getRecordById?authtoken=<MyToken>&scope=crmapi&id=<MyID> and https://crm.zoho.com/crm/private/json/Leads/getRecordById?authtoken=<MyToken>&scope=crmapi&id=<MyID>&callback=_ https://crm.zoho.com/crm/private/json/Users/getUsers?authtoken=<MyToken>&scope=crmapi&type=AllUsers and https://crm.zoho.com/crm/private/json/Users/getUsers?authtoken=<MyToken>&scope=crmapi&type=AllUsers&callback=_ In all cases I get a plain JSON object instead of
Support tickets logged into CRM
Hi, I'm needing some help. I'm trying to have one point of information when it comes to client details, this being the CRM program. I have both the CRM and Support programs going on right now and I have figured out how to integrate them together except for bring the ticket information back over in the CRM's history area. I have tried everything I can think of but when I go to a client on the CRM and check under support history the ticket from Support doesn't show up. Please help!
email template
crm in'm trying to send mail to the candidates convorme the model I've ever done, and at the hour of escolçher the model appears only option there is no model. what should I do? already removed and added model. my login is diego@ssantana.com.br
How can I change from CEO title (assigned by Zoho as 1st user) to my real title ?
Just started with Zoho and it assigned me as CEO of our company - which is not correct. How can I change that setting? I can't find an option to do so. Thank you!
Attaching Google docs
I have been able to attach most Google docs to Accounts but unable to attach Google docs to Contacts. Is there a reason this cannot be done?
Send email to an Account
When I create or turn a lead into an account, I lose the option to send an email to them. How can I add that option back?
Zoho for Commercial Insurance Prospecting and Sales
I am currently in the process of customizing ZohoCRM to assist my mid-market retail producers in tracking their prospecting activities and sales success. I wondered if there were any retail agencies who would be willing to share any of there trials, experiences and successes? My hope is to get some insight into best practices for our industry and maybe some advice on customization's that work best for agents. Thanks,
Importing Potentials by Zoho Account ID?
Hi all, Each month I receive a commissions report from companies I represent. Once i receive these, I manipulate the data to be imported as 'closed won' potentials into Zoho so I can track account performance. However, because zoho allows for duplicate account names how can I be sure that the potential is assigned to the correct account? Surely we should have an option to import potentials by 'Account ID' rather than 'Account Name' to be sure the potential is applied to the correct account? I realize
Fields not updating correctly
When I do a Search of Leads to find people in a certain company, and I then enter their email address, the new email address is not shown when I return to the Search page.
Migrate from another CRM - Owner Mapping does not work?
I've been emailing Zoho support for a week on this and they keep giving me a superficial answer which is that this function SHOULD work, but it DOESN'T. Which they haven't tested or tried to tell me what's wrong. I'm at a loss at how not helpful they've been. Hopefully the Zoho Community has a solution? When I upload from Migrate from Another CRM and map the Owner Field (using owner email address) everthing still imports under my name? How can I get it to work to assign to the actual Owner?
Contacts show as deleted?
I imported several contacts and when I try to add an event to any of them a dialog box comes up and says that the contact has been deleted. If I go to the deleted folder it is not there. I did not delete these. Please Help, I am trying to find a CRM I can use for my business. Thanks Dean
Zoho custom field editing
Hello, I created a custom field with a pick-up list. It appears only in leads. But now I want it to appear also in contacts. But on the layout editing page this field doesnt appet in the list. How can I put it to contacts?
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