Invoice Integration from ERP to Zoho CRM
I need help... I need to get my invoices uploaded daily to Zoho CRM. We can put our data into any format, we can deal with any mapping issues. But I can't seem to figure out how to do this... any help out there? Trying to get this implemented soon...
Leads, Contacts and Accounts
I am using CRM to track communications with various professional firms. I have a list of approx. 500 firms and 4,000 individuals within those firms. What I want to do is as follows but I don't think Zoho CRM will do this. Import all 500 firms as accounts. Import all 4,000 individuals as leads. When I go into the Account, I would like to be able to see all the leads that related to the account (the same way all the contacts show up). This is where I don't think Zoho CRM will accommodate. I will
Custom Integer Fields Starting with zero?
We've created a custom integer field in our Accounts tab to track unit numbers, but some of our unit numbers begin with zero and Zoho is dropping that zero upon saving. What type of field can we create that will keep the first integer intact even if it is a zero? Thanks,
How do you update the feild layout on the Account Level?
Question: How do you add a field to be displayed on the Account level? For example1: When reviewing contacts listed on the account level, how can I add the contact title field? For example2: How can I add Call Purpose to be viewed in activities?
ZoHo plug in for MS Outlook
I have downloaded the ZoHo Plug-In for MS Outlook and am trying to enable it for our users. 1. Click Setup > Subscription Manager > Activate Users. 2. In the Activate Users page, click Edit and enable Zoho CRM Plug-in for Microsoft Outlook checkbox for the required users. The Zoho CRM Plug-In for Microsoft Outlook is not showing up in the Activate User page as an option. Please help.
Custom View filter by date
Hi, What I am looking for is quite simple. I have a custom Date field : "Next follow-up date" I want to create a custom view that would contain all the records for which Next follow-up date is either today or before. Please suggest.
Options on Create Button
Can the list of options when the Create button is pressed be edited. I've used web tabs to add views and forms from Creator apps but I'd prefer just to have the views on the navigation bars and be able to bring up a form in the same way as I would create a new account.
Change "Leads" label to "Donors"?
We are a nonprofit and would like to change the general term "Leads" to "Donors" (or something else). Is this possible?
Created Time Field on Quote Screen
Hi, The Created Time is tracked, but I can't seem to display it in the layout of the fields for Quotes. Is there a way this can be displayed? As far as I can see there are numerous fields which cannot be displayed from this screen, but can be used in reports and search layouts. Can you let me know if this is possible, or if it isn't, can you please tell me why and let me know if it will be possible? Thanks, Adam.
Tabs on leads section, are the customizable?
Hello All, When I am entering my leads (or accounts, or contacts for that matter), there are 3 or 4 colums automatically there, such as "company" and "email address" and "phone number" however-- how can I get 'Country' up there? Without being able to add this column I may have to quit Zoho and move to a new CRM (I have the entrepreneurial 3 person free trial version) Thanks in advance for the quickest response posssible! Regards, Jessica
Is subscription free?
I've just signed up to ZOHO, it says my 15 day trial has begun but I was told it was free for 1-3 users on the same account, could someone confirm whether this is correct or not? Much appreciated, Catherine.
Insufficient Privileges to perform this operation only when sending mail with $(Current.User.Email)
I run my current Zoho CRM with an administrator account with full rights. When I send an individual email using a template to a Contact, it works correctly. When I try to send an individual email using a template to a Contact but I try to change the email sender, it no longer works, I get the well known error message : Insufficient Privileges to perform this operation. Contact your Administrator. Does anybody know what I am doing wrong ? Thanks, Jérémie
Filter Contacts using Account Info
I have a custom field in Accounts that describes the account type. For example: Vendor or Customer. Each Contact is associated with an Account. How do I create a Contact View to only show those Contacts that are associated with a certain Account Type? For example to show all my Contacts that are Customers so I can send a mass email.
Zoho CRM Formula
I need help with a formula. I am paying people to enter leads into my Zoho CRM. They get paid based on how much information that they provide. For example, if they enter the Leads First Name , last name and Property address, they get $3. If they ALSO add Phone Number, Reason for selling, they get $5. Is there a way to write a formula for Zoho CRM that will recongnize which fields have been completed, and automatically generate a dollar amount that is owed based on the number of fields that are
My form won't create a lead or send the automated email?
I've created two forms according to the instructions. But when I fill in the fields to test it and hit Save, it goes to the next page but I can't find the new Lead details that should have been created and I don't receive and email? I even just made a form with first name, last name and email, and it won't work from the get go? What gives?
cant post values on the fields under leads
there are only 3 filed that we can post values under leads module, how can we fix this?
New custom field error
Hi, we are Zoho CRM user, im trying to make a new custom field in potentials, custom type i'm selecting is string and it gives me following error For the String type custom fields (which includes Text, Pick list, Multi-select Pick list, Email, Phone and URL fields) you can create a maximum of 50 fields for Potentials. i have created custom form with custom field and i need this to make other new fields. can someone guide me how i can get rid of this error? thanks Swapnil
How to access Vendors on the Mobile App
I downloaded the ZOHO CRM app on my iphone. But the app doesn't display the vendors. How can I access vendors on my phone? Thanks!
New Drop Down Menu is too short!
Zoho - You recently made modifications to "improve" the look and feel of the CRM UI, however the shortening of the drop down menu's in the LISTS section, is horrible. Please revert back to the style that would put the name of the list on ONE LINE The new style (see screen shot) is extremely confusing and does not promote better productivity, in fact it slows down usage, is extremely hard to read (especially when we have over 100+ list names). Which list is easier for you to read in this example...
Problems with potentials
When trying to enter a potential for an account, the revenue space will not allow any number to be entered, and the potential won't get saved.
Multi-table formula fields
In managing thousands of leads, it is extremely helpful to us if we can have fields in the leads list that display such things as the number of calls we have made to a lead; or conversely to have fields in the actions list that display lead information such as company size. This makes it easy to prioritize the action list (e.g., mass update the SMBs to high priority), or to take appropriate further actions (change the lead status after X calls have been unsuccessfully attempted). Is there any way
Adding more Custom Fields
Hi, I have a few questions: Is it possible to add User.Role (something like ${User.Role}) custom field? Is it possible to add some kind of a custom picture for each user (for example an image of a person's hand-written signature)? Is it possible to add User.Signature custom field which will contain data from the user's Signature field? Looking forward for your help.
Custom Field
I want to create a custom field called "expected revenue this fiscal year" which would look at the Amount of the potential and look at the closing date and calculate out by number of months left in the year the revenue for current fiscal year.
New Layout in CRM - Dropdown Menu too short
Hello Zoho! With the recent updates you (Zoho) made to the layout, you accidentally made the drop down menu too short. Please lengthen it so that the full name of the lists we create are on ONE LINE. It is visually confusing to jump to a new list with the crammed, word-wrap style it currently has. Previous Easy to View Version (See Example below...) Clients with Red Hair Clients with Blond Hair Clients with Black Hair Clients with No Hair Red Hair - Zip 90210 Red Hair - Zip 90216 New Confusing Version
Are Inventory Assemblies Possible?
Am I missing how to create an assembly from established products in Zoho CRM? This would seem like a very basic function, but for the life of me I can't figure it out.
Email Template Max 32k Characters? Work Around?
I use a standard HTML template in my business to reply to email inquires and tryed copying it into a Zoho CRm email template.. It copied fine and the preview displayed the HTML fine but when I went to save it it said the email exceeded 32,000 characters.. It's not a long email.. I guess it's the HTML code that is long.. I don't even know how to tell how many characters I'm over. The HTML of the email is attached. Any ideas on a workout for this? I need them email template .. I figure I coudl
New Options in Workflow Management, Now Available in Professional Edition
Following are the recent updates: Execute Workflow Rule on Delete - This option is now available in the Professional Edition also. Using this option, you can trigger workflow rules when certain records are deleted. The delete action includes: Deleting a record from the Details Page. Deleting from the List View (One by one or in bulk). Using the Mass Delete feature. Deleting from a record's Related List. For example, deleting a contact under an Account.Record Owner, Record Creator & Record Owner's
Forecast/Quota - filter by salesperson?
Hi - I currently use Zoho CRM and Zoho advanced analytics. I want to use to forecasting tab to input the quotas for each salesperson separately, and see what they have sold individually against their own quotas. Every time I create a new forecast it shows the total sold in that quarter by everyone. I want to filter based on each salesperson. Is there a way to do this?
Error during report create
When I generate the report, the custom field dont seems to update? i.e. I create a report name Lead Conversion across Sources which by default is available in the system. However, the lead source are not updated, it remain the old value that I created initially. What can I do about it?
Attachments to emails sent via ZohoCRM won't open
Hello, We've noticed when sending emails via ZohoCRM that in some rare cases the recipient cannot open the PDF attachments. The pdf has a ; at the end of the name preventing the computer from automatically recognising it as a pdf. We've tested this with various templates, different PDFs and sending the same PDF via Outlook and even SalesForce (from another business we work with). Specifically this happens when sent from ZohoCRM to anyone using Goldmine to open their emails. Is this a known
Is it possible to calculate the total value of the products assigned to a lead?
No - but, if you have a SMALL number of products with FIXED VALUES you can cheat and create custom fields in the leads that align to products - create 'check box' fields for each product (e.g. product 1, product 2, product 3) and then create a formula field - currency, 2 decimals and use this formula If(${Leads.product 1},150,0)+If(${Leads.product 2},10,0)+If(${Leads.product 3},311,0) this'll calculate a total for the boxes checked - then if you also have those fields in your potential, you can map
iPhone App Contacts
My Zoho CRM iPhone account shows three additional contacts from the contacts count in my online version. I have found the three contacts but I am unable to delete them from the account on my phone. I tried to find them in the online version but was unable to locate them. Is this a known issue with a solution?
Contact List View- Can't see full View name
For some reason you cannot see the full name of the "contact list view" as you could before, since it is truncated. Many of my view names are lengthy and I need to see the FULL title of the view so I can differentiate it from other similarly named views. Any problems? Dan Guttman
user name and nick name
will someone please tell me where I go, to find out my user name in crm? under personal settings, and in zoho accounts, all I can see is my nick name. are these the same?
Word crashes when running Zoho CRM Mailmerge plug-in for MS Office
Am I and my customers the only ones in the world getting this problem???? A script error comes up when running Word mailmerge. Sometimes you can click through and it continues OK. Other times it crashes out of Word and you can't run the mailmerge at all. Seems it might be sensitive to the spec of the PC. Anyone else getting this ??? If so any suggestions? John H - UK Zoho partner.
Web CRM on Android tablet showing all
I have been using the CRM web version on an Android tablet as it's much more functional than the Android app. When I look at Columns in the Leads/Accounts edit mode, I don't see the list of columns - Selected or Available. Will this change?
Leadlander integration -
Does Zoho integrate with LeadLander by any chance? Or, has someone developed a way to shovel leads from leadlander into Zoho?
Can't connect to Zoho CRM with Internet Explorer 10
I can't connect to Zoho CRM with Internet Explorer 10 https://crm.zoho.com/... I made some tests: It works perfectly with Firefox, Chrome or Opera, even with an old version of IE (6 I think) With Internet Explorer 10, I can access to Zoho Invoice, Project, Writer or Creator but not CRM Same problem with 3 different computers Unfortunately I must use Internet Explorer Do you have a problem of compatibility or security with IE, or is there a specific security parameter to set ? If a compatibility
Cannot add a custom field
Ok not sure why the first time I posted this it did not show up, so here goes again. This is what the instructions say my screen should look like This is what they actually look like Thoughts Please
LinkedIn search customization
Is it possible to modify the way CRM searches LinkedIn? Each time I click on the LinkedIn button to search for a person, it automatically puts the person's name and company in one line in the keywords space. I then have to go in and click first name, last name, company and search again. A person is never found when using just the keyword option, yet they are found when the others are checked. Is it possible to set a default to always search first name, last name, company instead of keywords?
Next Page