import issues
Hi there, I am very unhappy, wasting hours and hours attempting imports, Your email queue offered a 1-888 number, I spoke to someone who took a message, said I'd hear from a person to help within 15 minutes, its been an hour. on the hold message it said go to the web site and chat, this appears to be the closest thing to a chat that is available. a-I cannot fix Carrie's profile info without getting an email error, which cannot be correct as she did get the welcome message b- I cannot import possibilities
Record owner & person doing data import mismatch results in "empty values" error!?
Found a weird bug when trying to update a bunch of records using the Import records feature in Zoho CRM. Took us a few days to figure out. We tried importing .XLS, .XLSX, and .CSV. We kept getting errors trying to import data, some records would be marked as "ignored" because there were "empty values" for one or more of the mandatory fields. Problem was, there were no empty values. Even when we just imported the mandatory fields (a simple 1 record, 4 field table) it would ignore them (see below).
Emails logged for contact, opportunity, etc. not showing in mobile app
My ZohoCRM mobile app (android) does not show emails logged for contacts, opportunities, etc. They are shown online, but not in mobile. Does anyone know why or have this same problem? Are emails not supposed to show on the mobile app eventhough task, call, events, etc. all show?
how to see what emails were sent via scheduled mass email?
how to see what emails were sent via scheduled mass email? How to see what scheduled mass email list was done?
Info not displaying on a contact's profile
Hi, We are experiencing a critical issue with our database on ZohoCRM. When clicking on an individual contact, their profile opens up empty. Except for a name and phone number, all other fields are without a value or information. When looking at the view for all contacts, the values and information for these profiles can be seen in the predefined fields, but this disappears when opening up the individual profile. This is a serious issue which is holding up our operations, please assist us to a) understand
Importing contacts and accounts in Excel
I understand that in order to load contacts and accounts from a single Excel spreadsheet that contains all data, I need to first remove all contact information from the sheet, load the accounts and account IDs will be generated. I then map these account IDs to my new contacts only spreadsheet and import this sheet. Does this mean that aside from the manual process of removing the contact information from spreadsheet, in order to map the account ids, I need to do this for each individual contact?
Uploading billing data
Hi, I've been exploring and i cant find an option to upload client billing info on here. Its purpose is for analytics. Help or assistance is greatly appreciated. Thanks in advance.
Is there a coming new Layout (instead of one/two colums)
Wonder if the poor layout(one/two column ) can be re-arranged to have a screen,where I can drop/drag/insert the fields I want there,so more compressed to have a better overall screen for all the other data. Can I shorten the field, if my record holds only one or two letter like A or VB. All have the same length now. William
Formulas if and datecomp, and how can they update
Hello, I'm trying out this formula, but as it turns out there is a syntax error in the first part, can somebody help me? I'm trying to calculate number of days the client has been behind on payment, decreasing from today to the day the invoice expired, If(Contains(${SalesOrders.Status de pago},'Pendiente'), ((Datecomp(Now(),${SalesOrders.Fecha vencimiento factura})))/(60*24) Also, what can I do so this gets updated everyday, as it turns out if I entered the information today when I check it tomorrow
Custom Module -- cannot find the place to create a custom module
I can find to "manage a module" but I cannot find the place to "create a module". We the subscription that should allow us to create custom modules. Can you please show me how to create a module. Thank you. Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
Single view of Zoho Support and Zoho CRM data for a single Contact?
Hi there, I have integrated my Zoho CRM system with Zoho Support. I'm wondering if there is any way to view the Request details associated with a Contact from Zoho Support, within Zoho CRM. So, for example, could a user log into Zoho CRM and view a contact e.g. 'John Smith' and still in Zoho CRM, see the Zoho Support data such as Request history, response times etc. for John Smith without having to leave Zoho CRM? Basically I want to see as much of the data from both Support and CRM possible within
Skipped contacts on import
Is there a way to see which contacts were not imported after the import process has been executed. I find it frustrating to see something that says "80 records skipped" and not know why they were not imported and more importantly which ones those are. Anyone have some insight?
email intgration setup with crm installation issues
I just started using the CRM email, im trying to setup users email account i get an error on the user side " After the activation, you can view the "Configure Now" option to complete the Zoho Mail Add-on configuration." attached images from user side and from admin side can u tell me what im doing wrong? thanks tc
Deleting a Contact in Products
Actually deletes the contact from the database, surely it should just remove that contact from that product harry
Atendimento em portugues
Por favor alguém pode ajudar ?
Leads from Website lost??
We forwarded leads from our webpage using ZOHO forms and we haven't seen them for 18 days- help!
Customizing the Company Page - Contact Section
How do you customize which fields are displayed in the Contact Section when you select a Company page?
Multiselect Pick List with Type Ahead & Text Option
I would like to create a multiselect pick list that will allow for type ahead if possible, but also allow for information to be typed in if it is not available in the pick list. Is this possible? We write contracts for several performers as well as novelty events and sometimes the different programs are mixed and matched or may need to be titled a specific way in order for the contract to be written.
How to find which leads were skipped during import.
Hello, I need to find out how to figure out which leads were skipped during my mass lead upload. The only mandatory fields are First & Last Name and I ensured my list had them. Please help!
Duplicates in custom reports
I made a custom open potentials report by territory. The report contains many duplicate line items for potentials. It seems that if the sales person changed the probability value assigned to a given potential, then a duplicate line in the report is created. On the report, all potentials of the same ID are listed at the latest probability rating. How can I eliminate these extra lines and view only one line per potential?
Importing accounts and contacts
I have a question relating to a single Excel file I have with my account and contact information. I have multiple contacts per account. If I understand the zoho import process, I first need to remove all contact information, name, email addres etc, then upload my account details with specific account only info like industry, address etc and a unique account ID will be generated. I then take my contact excel file and associate the account id to them, then I upload the contact detail and it will match
Product Details With Others Informations
Hi, I need do something like the PO - Product Details, with the same structure, but I need to put others informations, not just the price . How I can do that? It should be seems like it: Product Quantity Gross Weight Net Weight CBM Master Carton x x x x x x x x
Can't Import LEADs, ACCOUNTs, CONTACTS, etc.
I have a LEADs file (exported from SF to csv) that I'm trying to import into ZOHO. All fields are mapped and I get no error on submission. However, I get no confirmation email that the import was successful and the import doesn't show in Import History. Of course, the data doesn't show up in LEADs either. I've seen several questions on this in the forum with support requesting a copy of the file. I sent an extract to support@zohocrm.com yesterday, but I've not gotten a reply. I've now made several
Associate existing Contacts with the tasks while importing the tasks
Hi. I am trying to import some 3000 tasks in my Zoho CRM system. While Importing, in the csv file, I have added a column called "Contact ID", which I am mapping to 'Related To' field in tasks while importing. This 'Contact ID' has the IDs of contacts in my existing Zoho CRM system. When the file is imported, all the tasks are added but are not getting associated to the respective 'Contact Id' which I provided in the csv and in the Related To field while mapping. How can I associate these tasks to
Access to limited number of contacts in database
I have a 4000 contacts in my database with 5 salespeople needing access to the contact information. Knowing that each contact is identified by salesperson and county, how do I allow each salesperson to view and edit only their accounts and not the complete database?
Gauge Graphics in Zoho CRM
I would really love to see Gauge Graphics for reports in ZOHO CRM, like the ones used in Zoho Projects. Will this be implemented? Thanks.
Help on some reports.
Hi, I would like to make two reports within the CRM. 1. A report that tells me all the activity on leads within the last X days. 2. A report that tells me when leads which are not a, b or c status have not had any activity on them within X number of days. Thanks, Rich
Notification for Status change on Quote
Hello, is there a way to get an email notification when the status of a quote changes? thank you
Adding Note to multiple Leads
I'm in the process of changing the owner of multiple leads and would like to add a Note to each affected lead that simply documents the change of owner from individual A to individual B. So, is there an easy way to add a Note to multiple Leads? Thanks, -Bob
Field in Accounts to show Related Contacts
Can someone point me in the direction of creating a custom field that displays a pull down list of related contacts in the account module.
Professional
In the CRM, does the professional package allow you to add more fields?
CRM Activities
Hello, I'm not sure if this is a new feature or if I am missing something...? I used to be able to click on a contact directly from the related activity/ task note. Why did this change? It was a very useful feature! Help, Norine @ Cherry Tree Beads
Call Timer Stop on Save
Currently when the call timer is running, and you hit Save without first stopping the timer, it records the time as 0.00 It would be great if it saved the count to make it a one-step process.... anyone help out?
How do I import contacts from ContactManager to Zoho CRM?
I'm surprised they don't sync automatically. Is there an easy way to use both or must I use separately? It seems as if it wouldn't make sense to use both as one would have to do twice the work. I hope I'm missing something and that I can get help with this concern. I'm also wondering if there's a way to export ALL contacts simultaneously to a CSV file. From other posts I've learned that I may have to create a report. After having done so I see that I can only export 100 at a time which is inefficient
merging campaign into zoho can it categorize lists
When merging lists from pinpoint into zoho ,how can I catagorize ,so for instance I have a campaign going out for 3 different products ,I want see if I can have them merged into zoho and see if the software can seperate the lists.
Can you disable a standard user from viewing All Accounts?
I posted this same question but had no response. I've imported accounts from different sources. I'd like to know how a can STOP a standard user from viewing specific accounts. I've created a custom view and in 'Who can see this view' selected the individiual users permitted to see restricted accounts. However, if an unpermitted user selects the view 'All Accounts' they can also see these restricted accounts. please help.
storing standard emails for repeated use
I am new to Zoho. I will need to use the application to store standard emails that can be used repeatedly to be sent to leads and prospects. What edition do I need to accomplish this. Using free version now and I do not see the functionality in this edition. Chuck
Exporting Emails from Opportunity and Importing into a New Lead
Hello, I am trying to clean up my Zoho records and need help preserving email history. Currently, I am using the Zoho Outlook plug-in to attach emails to the appropriate lead or opportunity in the CRM. Essentially, I am going to export an existing opportunity and import it back in as a new lead, using the same information. Is there a way to export/import email history? At the end of the process, I would like to be able to see the new leads with any emails that were sent/received in the past associated
listing contacts of all potentials
I want list of all the contacts from my potentials. Can I create such a report or pull out such a list.
Task: List of Fields
The "Remind Me At" option is not available in Task or Events. How can I add it in the List of Fields in the Customization area? Nothing happens when I try to select it under the Custom Field area. It appears that the List of Fields page can not be edited.
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