How do I convert an account that is no longer a customer to a lead for future follow up?
I have an account that recently left to a competitor. How can I move the account to a lead so I can follow up with them in a month to see if it worked out or if I can win them back?
Field type for "name of potentials"
Hi, is it possible to change the type for the field "name" in the potentials? If there a text field everybody has to write e.g. "Potential for product xyz" but we want to set up a list with predefined content so that the user has to select it out of a drop down list.
cross-module reference custom fields
Hi, I added some custom fields to Leads, Customers to calculate a Lead-Score with a formula Field. If I convert the Lead the data and everything is transferred correctly to the fields in the customer record. Now I want the same data in the Possibilities but read-only as a reference of the data entered in the customer record. I thought that would be possible with lookup fields. But I did not get it working. Do you have any ideas how to get this working? Kind regards, Torsten --- PastedGraphic-1 shows
System Alert when Automation Settings are effected by Field Customisations
Our organisation would find it most useful if we were alerted when field customisation were to affect any automation rules that have been set up. Automation Rule Criteria are match against specific values in fields. Depending on size of organisation a well matured CRM may have tens or hundreds of business rules included and it's often hard to track all the rules and related field dependencies. When tweaking and customising fields, it would be nice to know if any automation are affected. This will
Price Book Module having reporting capabilities.
Our company has many different large clients that we provide many of the same products/services to at different rates. I want to create one product for and associate it to different Price Books at different list prices. I need a report to tell me what products/services I have in each Price Book with the List Price. This will eliminate clutter in our products module since we have the same products/services at different prices.
Text Notification
Yes, I have a question regarding notifications. I have the free trial with 3 users and i was wondering is there any way to add text notification for calendar events? Please advise, thank you, Claudia
Access all Notes Associated to Accounts Without an Extra Click
Little things matter a lot. We believe that a tiny change in the UI or a small enhancement in a feature can go a long way in making things easier for you at some level. One such case is that of the Notes associated to an account and the associated contacts & potentials. Now, when you click open a record in the Accounts module, all the notes created for the account as well as those created for the associated potentials and contacts will be listed. If you frequently work with notes, you won't have
Search results not pulling all names
When searching for a name in the CRM the name sometimes does not show in the results. For example if I search Connie Harris, Connie, or Harris, the search results will not show her. But if I type in the start of the address, for example, 600 apple lake dr her name will appear in the results. Is this a fixable issue? I also have another question, say I have more than one Connie Harris, is there a way to make the search results display the last Connie Harris worked on? Thank You, Vincent Rivera
JIRA Issue - ZOHO Case Integration
I need a way for to integrate a New Issue from JIRA into a Case on Zoho CRM (or other way around). Is this possible and how? I just want to be able to add it in one spot and have it produce in both.
Can't access ZoHo mail setup
Hi, I am a top level user on our ZoHo system and want to activate and configure ZoHo mail add-on. Another colleague with exactly the same access rights can click on the big green 'Configure Now' button and gets to the config page - I do it and literally nothing happens. I've tried in Chrome and Firefox and IE! I get a small 'loading' yellow notification at the top of the page for a second then that goes. Sometimes I get a popup box with 'unable to process your request' if i click several time on
Mail Integration
I am trying to integrate my work email with the Zoho CRM system. I went to apps & add ons and clicked Zoho Mail Add on, but when I click the green "configure" button, nothing happens. Therefore I am unable to integrate my email. Please help.
How to use mail en free version?
I want to know if is posibble send a mail en free version
ZOHO CRM and JIRA
Is there an easy way to connect ZOHO CRM with JIRA. We want to be able to add an issue in JIRA and have it automatically create a ZOHO Case in CRM. Is this possible?
Trouble Deactivating Users
Hello All, I used a trial of the free Zoho CRM plan and to test its capabilities and now I want to upgrade my account. While on the free trial, I added two other users to my account to see how that would work. However, now I want to deactivate those two users so I'm not paying for users that I'm not going to use. I was able to deactivate one of the two, yet the second, who is listed as an administrator, does not have the option to be deactivated. Unfortunately, I no longer seem to have the option
CRM Support
I need Email address for Zoho Support please because nobody answer my compliant. Or keep anyone to contact me.
How do I tag an email to a lead file
I want to be able to tag an incoming email onto a lead or contact file. Obviously it logs all outgoing emails, but how do I get Zoho to save all communications to and from this lead or contact? Many thanks.
Zoho on Lead Create Webhook not invoked?
Hi, I am facing this issue for some time now. I have been trying to invoke a URL on a Lead create for which I used the automation tools Workflow and Webhook. When I use the url generated in the workflow, substitute the merge fields with values, and run in fiddler, it invokes the method on the End Point URL, hence working fine But when I create a Lead in Zoho no method invoked on the End Point URL. I am not sure if 1. the workflow is invoked 2. workflow invoked but webhook failed Cannot debug because
How can you change the Role of each user?
I am a new user and have added two other users to our basic edition. Each user is assigned the Role CEO. When I go to Uses, Edit there is no option to change that field.
Is it possible to filter by which accounts have notes attached to them?
I want to be able to filter my accounts depending on if they have notes attached to them. I know that I can create a column and then go through manually but my company has around 2500 accounts so is it possible to filter by which accounts have notes attached to them?
Custom function arguments not working
Hi, I have a custom function to update a case and that function has two arguments Case Id and Parent Invoice respectively. Here is the screenshot attached Custom function to update a case Parameters Parent Invoice - Custom Lookup Field Using Integration task SearchRecordsByPDC I pass the parameter Parent Invoice. If I hardcode invoice id its working fine but when i pass the parent invoice parameter it is not working. I guess the value itself is not passed into the parameter. Help me resolve this
How to show account hierarchy?
How can I see a parent account, its members and in turn its members and so on?
How do I check/merge all leads for doubles?
All - I am cleaning up our leads. we have a couple thousand and a lot of them have doubles from previous imports. Any advice on how best to go through and figure out which ones have multiple entries? Thank you!
Web Integration - Landing Page
I am trying to implement Web Integration using Zoho CRM. I have uploaded respective forms in my web servers. The Application forms seems to be working fine as when I submit a record it gets imported to the CRM. However, its not re-directing to the respective landing page after submission of the record. Could you please suggest what might be the issue behind it? Thanks, Sylvestor
Sort by modified date for tasks
Is there a way to sort tasks by modified date?
FTP in Zoho CRM
Does Zoho CRM have in-built FTP or will I have to utilize external FTP?
Notice of e-mail Undeliverable
Please advise when you will have an e-mail notice similar to Outlook where it alerts you to an e-mail not delivered when you send an e-mail from within Zoho to a contact
For some reason my requests date changed to 31 December 1969 ?
For the past few days one of my support techs was complaining that he had not received any "logmailer" messages at all. Upon investigation, I have noticed that these incoming messages have all been sent / created 31 December 1969 Any way I can trace as to how this happened ? - nothing has changed on the process at all
Getting lead notes to convert to potential notes
I noticed when I convert a lead to a potential the notes I took as a lead don't port over as a potential is there a way to bring all those lead notes into the potential notes section automatically?
Contact form not rending correctly in IE9 & Helpful Tip
Hello, I am having difficultly making the contact form render correctly in IE9. Here is a screenshot of how the forms looks in Firefox, Chrome and Safari: And here in IE9: Any tips on how to correct this? Additionally, the tip that I added to the email option shows as text, where as when I preview the form within Zoho, it shows as a question mark icon with roll over text. Any tips on how to implement this change as well? Thanks!
Is it possible to import documents as files and relate with CRM records automatically?
We need to import several documents from Google Docs and attach these documents inside Zoho CRM Accounts. We have the information : which document is related with which Zoho CRM account. Is there a way to import documents automatically and relate them to the mapped CRM accounts?
Deactivate in Zoho Outlook Plugin
The Outlook Plugin is active in Zoho CRM. How do I deactivate it in my settings. Do too previous issues with the plugin it isn't syncing properly. It is my understanding that deactivating it will then let me reactivate it so I can have a fresh link to contacts, emails, calendar, etc...
Help: Is Not Empty Report Filter Value
Hi, I have 4 pick list fields and i don't want to see those that are empty. I have selected 4 filters on a report to not include those that are empty it still includes them them. I have selected the OR value in each of the filters i'm not sure if this is the correct way. I am using this report for a dashboard, so instead of just seeing the accounts that does have a value in there i also see the blanks and there are TWO lots of these per graph. I have had some Zoho support help with this they suggested
mass update multi select list
I have my Multi Select List. I want to uncheck all fields in the list for some contacts (leave the list empty for those contacts). I can not do so using Mass update tool, because it urges me to select at least one field in the list and I want to leave all unchecked.
What happen with Free accounts when taking an upgrade to STANDARD Edition
If a I am using the three free users (Free Edition) and I want to get an upgrade to the standard one and pay just for one user what happen with my free accounts?
Customize SIC Codes for Accounts
I am desiring to customize the industry field or create a new field like it that has SIC Code and an Index Title next to it: For example: 3291 Abrasive products I am currently planning to use a Multi Select field and have someone type in about 400 SIC Code values with titles. The problem is that many manufacturers we are wanting to qualify leads with have multiple SIC Codes. So we would like to have Industry 2nd field with the same exact look up values. We may add more fields if some of our
Change Field Pick List to Text
How do I change a Customer field attribute from Pick List to Text?
Import Data / Migration Wizard not working today ( 500 Internal Server Error )
I am experiencing "500 Internal Server Error" when I try to import data into my Zoho CRM database using "Import" and "Migration Wizard". Is anyone experiencing the same problem today? Or is it just me?
Google Apps email showing completed tasks
Hi, I just installed the google apps integration to Zoho CRM unfortunately in the tasks dropdown I am seeing completed tasks. Is there anyway to not see the completed tasks within GMAIL? Thanks
Help with importing contacts from microsoft office outlook.
I need help on how to import contacts, also how to get the contact lists
Cannot delete/close open activities
I could not see how to delete open activities, so I closed some of them and then deleted them from the closed activities log. Each time I did this Zoho asked me if I was sure. Affter a few it offered to stop dialogs for that screen and I thought this meant it could stop asking me if I was sure so I selected yes (or OK or something) . Since then, I cannot close any more open tasks so I have no way of deleting them. Can anyone help?
Next Page