Capture registration fields from wordpress
I have a wordpress site in which i have used WP-Members and WP Zoho Crm Plugins. When a user register on my site through wp-members registration form i receive its name and email field only in my zoho crm contacts. Is it possible to capture the rest of the registration fields along with name and email.Any help will be appreciated thanks
LEAD CONVERSION
I created some custome fields in the Leads Tab. When I converted the lead to an account and an opportunity it did not transfer the data I had entered in the custome fields. Did I do something incorrect? THX, Al Al Alvares
Gmail not syncing anymore?
Did Gmail Sync quit working? Email from the last week or so do not show up in Zoho, but previous ones do... Did something change? Thanks!
Custom reports in Dashbaord
Hi, I'd like to have a custom made report available as a component in my Dashboards. Is that possible, or can I only add a component from the pre-made reports? Thanks!
Zoho plugin not sticking in Outlook 2013
I have been trying ot use the Zoho plugin with Outlook 2013 (not the 365 version) but it is inconsistent. After setting it up it works fine. However, on most occasions if I close Outlook and reopen later it is not active. I have to go to add ins and comm and check it again. Then restart Outlook and it works. However, the next reopen of Outlook it's not there and I have to repeat the process. Is there a way to make it stick? Are there add-ins that conflict with it?
Outlook Email 2 & Email 3?
I've noticed that I had a few duplicates in Outlook, which had in turn duplicated themselves in Zoho (Since I had Zoho sync with outlook). However, some of the contacts had 2 or 3 different email addresses, and there's no eloquent way to do this. Can I add additional "Custom Fields" to migrate the Outlook "Email 2" and "Email 3"?
merging crm accounts
Hello, We are working with ZOHO CRM in two separate divisions of the same company. Unfortunately, the two divisions both set up ZOHO accounts and have started using them. Is there a way that we can merge the two accounts? Respectfully, Lionel E-mail - lionelchitty@techmatrixinfosolutions.com
Campaign : add contacts from a previous capaign to a new one
Hi, I'm new at Zoho and would like to know if there is a way to select all the contacts (or some of them) from a campaign and add them to another campaign ? Thanks Fanny
Mailchimp integration Custom Field Length
OK, so I am trying to get Mailchimp to send back the results of the email campaigns using SyncApps. I get stuck on Field Length. I have no idea what that will be as the subject line length will change. Any suggestions?
Import Vendors & Associated Contacts in One CSV Upload
I am a new user and would like to import about 300 vendors as well as the people associated with those vendors as contacts. I can set up a CSV file to; Vendor Name, Contact Name, Telephone etc. My question is how can I import them so the contacts are imported to contacts and the company they work for is imported to Vendors? My first attempt was unsuccessful so I also need a helping hand deleting all the existing records and starting over again. Thanks in advance for your help.
Creating a revenue forecast
Hello, I'm looking to input a varying monthly revenue forecast into Zoho for new customers that do not have an established run rate. e.g. Expected revenue from new Customer X could be $20K in June, $0 July, $40K in August, $0 September, then say $100K per month from October onwards. Can this be implemented? Thank you
Customer Support
Ok so I just signed out to try out ZOHO. First thing I need to ask is there any online chat support from this company? I am guessing not since I do not see a chat tab or a drop down under support. With that said is there phone support. Again I do not see a number so is the email the only avenue to seek support as I get started with setting up ZOHO. Like a set wizard or something like that? I have used ACT, Salesforce,Microsoft Dynamics and presently trialing Karma. Act I have always liked but the
Field name mandatory leads
Hello, I require that the field name is not mandatory in leads occasionally checked B2B company information for business and do not have the name. I do not understand because you can not leave the optional field
Account activity view customization
I can see someone asked this question two years ago, but no updates since then. I would like to customize the headings which appear in the Activities area when I click on an account. This would be for both the Closed and Open Activities sections. Instead of the Start Date Time and End Date Time we would like to see the contact name of the person the activity was conducted with. Is there any way to modify this view?
Facebook integration always fails
Hello, I have switched the company from sugar to Zoho, so far so good :-) Now we are facing a problem, all the contacts we are trying to synch with Facebook, fails... during the process everything seems to work fine but the search results does never include the right contact and the there is no possibility to see more results, even when a contact is in my personal contacts, the search fails... please look into this matter asap as like it is the social integration is not useful thanks
My outlook contacts are linked with Zoho and I want to stop this happening how do I do it ?
My outlook contacts are linked with Zoho and I want to stop this happening how do I do it ?
How to see which records were skipped on import
I am importing leads into Zoho. I get the status that the leads were imported and that 9993 were added and 6 were skipped. (Reason: Due to empty values for any of the mandatory fields) But I don't know which 6 were skipped I sorted my excel file that I started with and do not see any empty cells. When importing that many items it is important to know which items are skipped. Thank you!
Error message when I try to send an email ......
I get a screen saying "Insufficient privileges to perform this operation. Contact your Administrator". I was fine to send emails using this login yesterday? Any ideas?
How do I create a potential without creating an account?
When one of my salespeople gives a demo to a new lead, I want that Lead to be converted to a Potential and a follow-up to be scheduled. However, when I hit "convert" to create a Potential out of that Lead, Zoho also creates an Account for that Potential. What am I doing wrong? I want my Accounts to only reflect those that have decided to join our service and become customers, not those that were just given a demo.
Zoho admin
I am extremely frustrated with the counter intuitive nature of the Admin functions here, but I bought the product so I am stuck with it. I recently let go of an employee and deactivated his account. I need to reactivate the account with a new user and give them a new company email, and reset the password; Zoho is not letting me do any of this. It makes no sense that the administrator can't change the functions of the accounts they administer. Now, online I am seeing a solution that requires me to
Need some complex customization
Hello - I am inquiring if anyone has any recommendations on how to find a expert level Zoho developer to help me customize the software into a complex CRM using many "bells & whistles" ?
Tasks question
In an admin role, is there a way to place a setting on tasks that will only allow a user to assign tasks to another specific user or group of defined users without all active user names appearing as an option?
Adding a dormant or "deactivated" user for report purposes...
I'm putting together a report for our Products section. The report will be divided up into each "Product Owner" - we currently have 3 users, but 4 people in our office who "own" products. The 4th user, Lee, currently doesn't (and has no desire to) use Zoho CRM. I would, however, like to be able to put his name to his products on the system via "Product Owner", without allowing him to log into the database. Currently there is a tick box on our products identifying "Lee's Product", and that allows
How to send an account to another user
hi, i have finished what i need to do with an account i created how do i send this account to another user where it notifies that i have sent it to him?
Synchronising the Outlook contact categories into Zoho
Hi all I am starting to use Zoho a lot now, but have just hit what could be a total deal breaker for my company. Zoho uses Outlook's Category field to determine which contacts to sync. That's OK, I've set all business contacts to have the category "Zoho" as recomended. However, I also use this field extensively for other purposes. e.g. I use it to hold the market segment, the type of contact, the source of the original contact, etc. Currently, Zoho does not sync this field and its values, so this
Kevin at ZOHO is the best!
I have been not receiving my system generated emails for over a month now. I have about 5-10 new leads generated on my web form every day. Once a new lead is assigned I get a notification email. My hosting provider www.Bluehost.com told me that it was Zoho's fault, and zoho said it was a bluehost issue. after about a month of back and forth and playing "monkey in the middle" i finally was able to conference zoho and bluehost together. After several hours Kevin at zoho was able to show bluehost how
why doesn't my question appear in this forum - I have posted twice??
I have posted twice now and my question about label printing does not show up
Post-it
Hello, Does anyone, like me, feel the need to have kinds of post-it to stick on ZohoCRM desktop? A free text small window to write quikly some ideas, not to be forgotten. Because Zoho has become my desktop, it is a place where I would like to pin those Todo's that are not specifically related to Accounts or Contacts. I miss such a feature. Does it exist? I did not find it. I used to use a French CRM called Gestan that had this very useful feature, see attachment. Here is an example: Because I am
Importing attachments to zoho CRM
Hi, How can I import contacts with attachements in zoho CRM from XSL files? Regards;
Have been on free plan for a year and just got notice my "trial" is expiring tomorrow.
I have been on your free plan for the last year and Friday I received an email that my 15 day trial was expiring in 3 days?? I have a year's worth of info on this system. What is going on and how to I export everything before morning so I don't lose all customer information? I tried to select the Free plan and it defaults to my homepage.
Zoho sign up form looks bad
Hi There - I've created 2 form integrations for my website - the first one looks okay when I use the Embed code. The second one which is meant to capture emails and add them to our contacts so we can include them in our bulletins looks terrible. I can't use the <table> code that you guys have created (tables are outdated BTW) as it conflicts badly with my website theme I've placed it in the sidebar but the width and height is wrong. Can you please let me know how I get this subscribe form looking
Connecting Zoho CRM using Java(API METHOD: authentication token)
Hai, Now i am using the authentication token for Connecting Zoho CRM using Java .... While using method to get the Authentication token it shows response as # #Wed Jun 20 00:34:07 PDT 2012 CAUSE=EXCEEDED_MAXIMUM_ALLOWED_AUTHTOKENS RESULT=FALSE For What ? this cause happens .....
ZOHO CRM Plugin for our website
Hi Team, We are getting Sub-brokers registered with us, and have started to create their PAID PROFILE on ZOHO CRM. Currently, they are accessind CRM by visiting on the www.crm.zoho.com...!! We want ZOHO CRM PLUGIN to be EMBEDDED in our Web page, so that our EMPLOYEES and SUB-BROKERS access the ZOHO CRM from our website directly...!! Please assist...!!
Google Apps Configure Email
Hi, I have set up the google apps. I am now in Zoho CRM, Zoho CRM for Google Apps and Configure Google Email. The form has my email address pre populated and is asking me for my Gmail Password. When ever I enter my password the pop up says USERNAME_NOT_SET . I have two stage security set up on my Gmail account is this the problem?
Help Debugging Custom Function - Updating fields in a newly created Account record with data from Contacts
My goal is to populate fields in all newly created Account records with details in their related Contact field Note: We have customized names on our modules: Contacts=Deals, Accounts = Conversions, this creates some confusion because in Deluge you end up referencing both the Customized name and the underlying system name, but I think I kept things straight. Workflow Rule Trigger: When a New Account is created Criteria: Related Contact (is not empty) Execute Custom Action: // DName = the Related
Executing a Workflow with time-based Action for Imported Records
In my Zoho CRM, I have a Product Module workflow rule that executes on create, and also has a time-based action tied to the Product Sale End Date. It works perfectly on records that are created using the +Add Product button, but it doesn't work on imported records. How does the workflow need to be configured to work on imported records?
Sending emails from Outlook to Quotes
In the MS Outlook addin I can only send an email to Leads Contacts or Potential. Is there a way to sent to a quote entry so that i can connect all emails relevant to a given quote to the quote itself?
Creating a Boolean formula field on a date field.
I am trying to create a field that tells me the number of days since a date in a date field (Shoot Date), then once a different field (Moderation Fine Tune) is altered the field tells me the number of days between two date fields (Shoot Date, Published Live). Our internal processes dictate that a date including a "/" is put in Moderation Fine Tune when that step is complete. I have used that for a test in the Boolean part of the formula. If(Contains(${Potentials.Moderation Fine Tune},'/'),Datecomp(${Potentials.Published
I’m trying to setup zoho projects , says to generate key but that is greyed out
getting frustrated , is there are simple way to turn on projects the generate key is greyed out please help
Report
I am new to Zoho-I need assistance in creating a report that I can email. I have just finished calling all the Sobey's stores in the "Nadine" report & have made notes on all my calls-how do I create a report showing this that I can share/email with my events mgr?
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