Not all leads being imported from CSV?
We have been trying to import leads from a CSV file and less than 1% load. Can someone help me understand what is missing? All fields are mapped.
How do my notes transfer from a lead to an account when I convert the lead?
I have converted a few leads and my my notes have not transferred to the account. The notes transfer from the lead to the contact, but as I am using the account as my primary source of information, I do not want to keep popping in the contact for notes. Also, is there a way to transfer the attached files from the lead to the account? Thanks for your help! Jennifer
Web To lead
I have a site that now a customer fill his details its sends it directly to my mail, and i want to change it to be send to the CRM i read to User Guide and section Web To Lead : 1. Form Builder : Form Name : i guess the name i want to call the form Return URL : what to i put there? "my Site URL? the crm URL? please help Domain Name : what to i put there? 2. Fields Selection : I understand the sections i want the customer to fill right? 3. Email Notification : is this that a mail will sent to the
setting up web to lead
OK, so I picked a few fields and generated the web to lead code. I have sent it to my webmaster and it looks great. but when I do a test, I don't see anything in my leads list? What am I doing wrong? Do i have to do something else other then generate the web to lead code? Thanks M
Customizing web-to-lead form: email user
Hi I want to customize the Zoho web-to-lead form so that any users of the form get a confirmation email when they submit. I am able to modify the code as I have HTML, PHP and CSS experience. However, I'm not sure how to achieve the results I want and need some guidance on this. Any help is appreciated! Thanks, Rob
"Our system is not behaving as expected, please try after sometime."
I am trying to create a rule and an email to go with it and I keep getting the message above. Can you please let me know what is wrong with the system and let me know when it will be fixed? Or is this a permanent failure of Zoho?
field dependency issue
Hi, We have two custom fields on our Orders page. If the user selects a value in field A (a custom pick list), field B (a custom pick list) should remain unaffected. Unless the user selects cheddar in field A. If this particular value is selected, then the default value in field B should change to super size it. Here's the hard part. Even thought the default value in field B changes to super size it, we will still need to be able to select another value from pick list in the future. (As I
mobile app problems
I have tried to configure (and pay a subscription for one of my users) zoho app on a Sony tablet and mobile phone. At first it would not configure. Then it did. but now I have been sent a message: Your 15 days trial account for Zoho CRM's Plug-in for Microsoft Outlook has expired. To continue using the Plug-in, please follow the instructions given below. And now it does not appear. Any suggestions?? Cheers Andrew
When Insert Multiple Records, The IDs in the Response are Disordered
Hi, After inserting multiple records into CRM by calling CRM insertRecords API, I want to get the ID for each inserted records. But I found the IDs in the response are not in the same order as the records in the request. So, I can not tell which ID is for which record inserted. Please help. Thanks and regards, Sheldon
Bkank E-mail Templates
Hi I'm having some problems with emails I'm sending to contacts and leads using e-mail templates. Many of them are blank when the user receive it. Sometimes they receive it fine sometimes they receive only a blank email. I'm sending the same e-mail to different users and one receive it OK and the other doesn't. Could you please help me with this issue? Thanks
Bug importing photo from Twitter
Hi, whenever I import a photo for a CRM contact from their Twitter account, using the feature in which one just has to click on the photo in the Twitter pop-up box, my page goes white and freezes. I have to reload or open a new tab. I'm using a Macbook pro with latest OSX and Chrome as a browser.
Scroll boxes not working?
Hi, when I have a field in which I can select any number of multiple options, the CRM shows the option in a box. I used to be able to use my mouse to scroll through the list and select the options I want. In the last month or so, however, this has stopped working and I can only scroll with the arrows on my keyboard. That makes it impossible to select two items on the list when they are not both visible at the same time. Help!? Pls see this screen recording to get an idea of what I'm talking about:
Syncing Zoho with Apple Address book
This seems to be have been a recurring question for more than 3 years now, but no "YES" from the Zoho team yet, at least as far as I can see in the various forums. I run my business life through Address Book and Calendar, and really need a CRM that can talk to them. Any update Mr Zoho? David Catley
Money Format
Hi, I'd like to know if it's possible to customize the format for money/currency. For example, today I have 1000000.00 in a report and I'd like to have R$ 1.000.000,00. Thanks in advance.
Automated Import Field Assignment
Zoho has its own CRM fields for import and unless I misunderstand something I have to MANUALLY map each of these to my own import fields in row 1 of the import file. For a one off this is just a bit clunky and irritating, but for repeated imports it is a real pain. It is presumably possible somehow to get Zoho to import without ANY manual picking and mapping between "Zoho CRM fields" and "Import Fields"? Presumably I can somehow just list Zoho CRM fields in row 1 in a particular order and import
Sort tasks by ascending/descending in mobile app
How do I do this? As things stand, my list is sorted in descending order, meaning I see tasks set for 6, 12, 18 months ahead first, and today's tasks are at the bottom of the list! I need this to display in the reverse order!
Problem with Zoho CRM syncing sent/received emails to Leads
We currently use Zoho CRM + Zoho Mail Addon + Google Apps. The issue we are having is when sending an email to a lead outside of Zoho, it seems hit and miss to see that email appear in the Lead section in Zoho CRM. Here is what seems to work: - when sending email from Zoho CRM Lead page - when sending email from Zoho Mail page Here is what seems to work sometimes: - when sending email from gmail.com Here is when it does not seem to work (but did when we started): - sending from a 3rd party email
Accessing CRM Data in Creator
Hi, I am working on a project to display a Group of Client Opportunities on a Map. I want the process to be as easy as possible. I have used Creator using the code from https://help.zoho.com/portal/en/community/topic/encoding-a-string-in-a-http-post#2266000001261178 (BTW For Zoho Staff this code does not work in the new build app but works fine in the old?). What I would like to do is to be able to access a feed of data from Zoho CRM perhaps a pre-created report or view in CRM and use creator to
Hosted Domain.. for Enterprise?
I want to send/recieve emails from my companies domain and sync them with Zoho CRM. I have the Professional version. Can I have a hosted domain with the Mail Add-On with this version or do I need Enterprise? Alex
CRM assesment - Zoho or not for my business
Hi all, Do you have any experience of Zoho customers using the soft for trading purpose, buying services and reselling it? The process is basic: - Buying a service, bought to other compagnies, freelance, integrators - Selling this service with a margin... ow would you approach this within Zoha, avoiding shipping costs, tax... Thanks for guidance.
Last Interaction With Client
I want to create a workflow rule that notifies the potential owner via email if they haven't created an activity with a potential in 2 or 3 weeks. Is there a way? Thanks in advance. Alex O
Creating an Accurate Weekly Lead Report
Hi We have a workflow where we first create leads. Later once we establish communication we convert them into prospects. Now when we have to generate a report on number of leads generated in a particular week we are having a problem as leads once converted into prospects and no longer in leads. To get a report based on lead created date currently we first generate a report from leads then separate report from prospects and then coalated. is there a better way to get this done? thanks
Data Recovery after Down Grading Subcription
My Zoho Subscription was "old professional", I have downgraded it to Free Subscription. Now my query is.. If after few days I will come back to Zoho for upgrading Subscription again, Will I be able to get my data back for the same USER IDs??
Reports - sort by organization name
We have added our own fields with the labels of "Organization 1", "Organization 2", "Organization 3". We have individuals that are in multiple organizations. I would like run a report to see how many leads have Organization X listed in any of the three fields listed above. Is there a way to do that? Thanks in advance.
Sync of CRM contacts
Hi, are there any plans (nearby future) of providing sync of CRM contacts to for instance mobile devices or to Zmail contacts? It would be really nice to see when a CRM contacts calls you on your phone. As i see it, that is currently not possible. Kind regards, Bo Thygesen
Contact transfer
How to transfer the contacts to another company, but maintain old logs. lets say Mr. John is with M/s XYZ and we have few opportunities with him and eventually he joins a new company M/s ABC. I need to add Mr. John in M/s ABC. 01. Should i delete Mr. John in M/s XYZ? 02. Add Mr. John in M/s ABC? how to handle this. Regards
Web to lead not working
web to lead not working on our site http://greentennismachine.com/contact/ Does not generate lead in zoho or send automated email response.
Migtrating Contact Form info to Lead input in CRM.
I have my own contact form. I want to input automatically the information fields directly into CRM Leads. Is this possible or am I limited to using the Form Generator within Zoho? If it is possible, where to start?
Workflow: Assign task to "created by"
Hello, When creating "tasks" in "workflow" i get the option to A) assign the task to a specific user or B) assign the task to the record owner. I suggest that you make it possible also to assign the workflow task to "created by". In that way it will be possible to set up a workflow where the creator of a task gets notified when the task that he created has been completed. And many other scenarious of course... Thx Bo
Adding fields to the Potentials bar
I'd like to add the "Client Type" field to the default fields shown on the Potentials tab so i can easily sort by client type. I've tried what I think should be the right way to do it, to no avail. Can anyone provide some insight into adding new fields?
Web to Lead Integration with Google Sites
I tried posting this earlier but the post disappeared. We are using Zoho CRM's web to lead integration with our Google Site. As a basic setup, it's working okay but we need to be able to capture which contact form the user filled in so we know which content they downloaded. There are various methods for this which all seem to require editing the HTML. Google Sites doesn't care for us editing the HTML and in fact rejects our changes, saying that there are invalid tags which are then removed. As a
Separating Leads, Contacts & Accounts
I find that unlike other Sales CRMs, in ZOHO - Leads, Contacts & Accounts have the same fields to fill. Thats a bit too confusing. How do we customise or change that?
Create a Custom Field
I've read in the instructions that you should be able to create your own custom fields. In the Customization section you click on the "fields" tab. Then you should be able to click the "New Custom Field" button which is next to the "Map Fields" button and the "Map Dependency Fields" button. I do not see a "New Custom Field" button. We really need a "Company Name" Field in our "Contacts" Tab section. There is only a contact name in the Contact information section. I am the administrator as I set up
Outlook emails are being marked as read
When Outlook is connected to our Zoho CRM, the emails from Outlook are being marked as "read." We need to turn this off. How do you do that?
New user Notification emails not sending
I've just set up a new group of users and non of the notification e-mails are sending out at the minute. Can some one please clarify why this is an issue?
New Task "popup" needs to be bigger
When adding a new task from a potential, it will display a new task input popup window. But its too small (width). Please make it at least double the width. Or make all new tasks jump to the regular task input form (rather than pop-up).
URL to refer an record (i.e. potential, leads)
Currently, there is no easy way to refer a specific potential using URL. For example, I want to email my co-worker to look at a specific potential record/entry. It would be easiest if I can simply provide that URL, but currently URL will not refer back to same potential entry.
Error message when customising
I am trying to customise an area of Zoho today. When I click on 'Setup' and then 'Customisation' the following error keeps appearing: [Exception in:/jsp/common/setupInner.jsp] null I have not seen this before and have customised extensively. Any ideas?
Zoho CRM: The filter tasks in the Ipad app is not working.
For Zoho CRMThe filter tasks in the Ipad app is not working. I can not filter overdue tasks, completed tasks, for example. It lists all the tasks in any filter. Does anyone know how I can fix this? Can anyone help me?
Edit potential form not working
Hi, I am clicking on a potential to edit and the form appears but it all greyed out so that I cannot edit it. Please help. Thx
Next Page