unable to import without duplicate contact
Hi I try to change the "Network" field for these two existing contacts in Zoho, using the attached Excel file that I import in "Replace" mode. Each time the two contacts are duplicated!!! can you help me ? . EXCEL FILE : Nom Prénom Network DELEMARRE Albert APM;Concert DESSANE Alexandre Concert Didier
BUG: Records randomly disappearing from searches in Zoho CRM and from API results
This problem has appeared over the last couple of weeks. Occasionally, a lead or contact record will "disappear" from the search results. That is, searching by name or any other info will yield zero search results. The record is still there when browsing through the list of records, or when accessing it directly via the url (with the correct contact id or lead id). Re-saving the record will sometimes fix the issue (assuming the record can even be found in the first place). We have also started
Zoho crm
can any one help me about zoho crm. I want to create my module not only rename the tab but also whole module create by me and all field and module work according to me as like i want to create employee tab and after that i try to fetch all data of this module via api .Will i do this job in free zoho crm edition.if any one know about that pls help me. Thath singh
I get "Insufficient Privileges" error
I am the administrator, my profile is administrator with email address randall.pena@propertyguide.ph, but I am wondering why I don't have permission on certain areas of Zoho CRM. See attached files.
How to get a record count?
I've looked all over the site and I know there has to be an easy way to get a total record count. Please let me know where to find it on a free account. Thank you
Using Zoho CRM and Pulse
I use Zoho CRM and Pulse and really like the side bar that is in Zoho Mail however don't like Zoho mail (given its very limited features compared to Exchange). Am I able to add the side bar to the CRM or Pulse so i can quickly change between the two? Side bar in question is attached.
Outlook Integration
Hi, Is there a way to map the fields that sync between zoho crm and outlook contacts? Specifically, I want to control which fields get mapped from zoho into outlook and vice-versa. Please advise if that functionality is possible? Is it in the works? Thanks, Dan
user profile status
Having difficulty editing "user profile status" from "standard" to "administrator". I'm an administrator on the account but it won't give me ability to change other users? Any help would be greatly appreciated.
Contacts Management when employees resign from accounts..
Need a best practice suggestion from other users... Should we delete the contacts associated with a respective account, when the employee has left the organization? Or should we retain the same.. If we delete it, then what happens to all the past emails, sales orders, activity associated with that particular contact. If we do not delete it, then our sales team gets confused and sends the email campaign mailers to them or call them.. Rajesh K Kishanpuriya Ideazfirst Marketing Services (P) Ltd Kolkata,
Email Add-On works for Leads Page but not Contacts page
Hi there, Thank you so much in advance for your help. I have enabled the Email Add-On feature. It works perfectly on lead pages, listing all email records associated with the leads email address. When the lead is converted to a contact, the feature no longer works. The area on the contact page for emails is present, but no email records are listed, even though they were there previously on the leads page. It seems like there is likely a simple solution to this, but I cannot find one anywhere
Email Add-On works for Leads page but not contatcs
Hi there, Thank you all so much for your help. I have a simple problem that hopefully has a simple solution that I just can't figure out. I am using the email add-on. On each individual lead page, I am able to see a list recording all email correspondance with the lead's email address. But once the lead is converted to a contacts, although the section to view email records is on the contact page, no emails are shown. In every case they are just blank. Is there a solution to this?
Importing Leads from Excel and Customizing data
I am new to this and trying to use the free Zoho CRM for a basic cold call log. I have currently been using an Excel Spreadsheet which works, but the amount of call data and call notes are starting to get cumbersome. But, when I import leads from my Excel Spreadsheet into Zoho, I only get the 1st sheet. How do I capture the other sheets? I also dont see a way to organize the leads other that alphabetical. Each of my "sheets" represent a separate "call list" and I would like to be able to see and work
Importing sheets from XLS and customizing fields/usage
I am new to this and trying to use the free Zoho CRM for a basic cold call log. I have currently been using an Excel Spreadsheet which works, but the amount of call data and call notes are starting to get cumbersome. But, when I import leads from my Excel Spreadsheet into Zoho, I only get the 1st sheet. How do I capture the other sheets? I also dont see a way to organize the leads other that alphabetical. Each of my "sheets" represent a separate "call list" and I would like to be able to see and work
Importing from XLS and customizing leads
I am trying to use the free Zoho for a basic call log, so these may be simple issues, but I haven't found a solution to this point. I have been using a XLS Spreadsheet prior to Zoho. When I import leads I can only get the leads from the 1st sheet into Zoho. How do I get the info from additional sheets? After I import, I don't see a way to organize the leads by the sheets either. For example each "sheet" represents a different "call list" to track separately from other "call lists", but from what I
Update Billing Info CRM
How do I update my billing information on Zoho CRM? Thanks
Duplicate Leads
Hi, I don't want to have any duplicate leads in my system. How will I know if I've accidentally created a lead for somebody that already exists in my database?
Report looking back a set number of days
Hello, I'd like to craft an event report which looks at what has happened during the last 8 days. Could you please indicate what is the code I can write in the custom criteria? I see things like [$today] or [$todayminus], but nothing for a number of days/weeks/months. Thanks a lot, The ClearVision Team
Product-wise Mass email
Dear All, We are new to Zoho and want to explore if zoho crm allows to send mass email product-wise. For examples we have three product categories i.e. Food, construction and minirals. We want to send price-list or some informational email to our Contacts who are interested in Food only and not in other two. Now how i'll send mass email to those who are interested only in Food. Yes i can see Food related Contacts list in Food detail page, but there is no such option to select all or select individuals
crm help
Hi Can i schedule reports to be send automatically on a particular time given. Thanks vandana
merging
Can we link contacts between a parent company and its sister concern ?
Formula to track number of days to client expiration from current day??
In my CRM each client has an EXPIRATION DATE. How do i create a formula that takes the EXPIRATION DATE field and calculates how many days it is from the current day?
Activities
Is the a way of getting activities to show on the relevant day on the Calendar?
I have a problem with the Activities page
My Activities tabs like Completed Name and Start DateTime is not working right. Can someone give me a heads up on my issue. https://crm.zoho.com/crm/ShowHomePage.do#tab_Activitiesbck
Setting a reminder
Hello, I just signed up for the free edition and couldn't find this information anywhere: When you create a task, such as call a lead, for the future, how do you set the system to email you on that specific day to remind you to make the call? Example, today is 7/1/13, I need to call the lead on 7/30/13, what do I do to have the system email me to tell me to call the lead on 7/30/13? Thank you!
Is there a way to query Accounts with a SystemModified date greater than a given value?
A SystemModified date can be understood as the timestamp at the moment an Account or any of its related objects (like contacts) were last modified. We need a way to query the Accounts that have been modified or which contacts has been modified. Does such a thing exists? Thanks in advance. P.S. We need this because we query the Accounts modified since our last execution and extract the Account Info and its Contacts Info to update this data in our database. The problem is that when a contact is added
Great Customer Services
Kevin did a excellent job helping me! Thank you to the Zoho CRM team
Follow-date on leads
When I add up update a lead there is a follow-up date option. Where do the list of leads that I need to follow-up on every day show up at. I have searched everywhere and can not find it. I set several for today and they are not listed under calls, activities or events. Is there a better way to handle this so that when setting up a new lead there is a follow-up date available that shows up on a list somewhere?
One contact in multiple accounts
Hello: We have just started to use Zoho CRM and we have encountered a problem while creating the accounts and contacts templates. We are and enterprises association and sometimes a contact (perhaps CEO of one enterprise) is also the contact of another. For example: A contact named Xabier Cano is the representative (contact) of an enterprise named SADER which is the main account (I don't know how is it in english, in spanish is Cuenta principal) os another one called Cogeneracion Zorroza. So we
How does one add an account in the Zoho CRM Mobile App?
I've installed the mobile app for my android phone but I can't determine how to ADD and account, only open existing ones. The same is true for leads. Can someone clarify how this is done?
is seems my website company has blocked your ip from accessing my mail server
what is the ip i need to unblock
Change how CRM adds and removes Inventory - Toggle Button
I would LOVE if you would change how inventory is pulled in the system. It is very hard for users to tell when inventory is pulled or replaced, and easy fopr mistakes to be made and double inventory adjustments made. If you edit a restock order after it has been delivered, it adds ALL the items back into inventory again. But you have to CONVERT to invoice, to pull inventory of a sales order. What happens when you need to invoice BEFORE the item is to ship (rare but happens)? I would like
What is the best way to use Zoho CRM to track current jobs?
We are a flooring contracting company and are setting up to use Zoho in the Sales process. However we would also like to modify one of the tabs, perhaps potentials in order to track the status of the flooring jobs we are doing. We receive work orders which will then assign emoployee's (Via contacts) to who will be working that job based on skill set. Once the job date comes and it starts, we will have a custom tab with a drop down field for the options .These are not long projects. Most only a day
Group Chat in the New CRM pricing
Group Chat is not listed in the new Zoho CRM pricing, under which of the plans is it available?
Salesperson activity report
I was asked to create a daily report showing the activity of our sales people. The report needs to list phone calls, events and sent emails. I need data for both leads and contacts. Problem is, I was able to create a report for calls and events, but not emails. I selected the Activities module as primary, but that gave me only calls and events--not emails. Any way I can show everything in one report?
zapier.com integration
I used the API so have all new leads in Zoho create a contact in BombBomb using zapier.com. I got a message that "This is to alert you that you have exceeded the maximum API requests available to you on your Zoho CRM edition for Today." It said I exceeded 250 API requests on a day where I did not even use zoho. There are only 10 contacts in zoho currently. How do I fix this?
Forwarded Emails - How to Create Lead or Contact
I get a number of emails that are forwarded from suppliers and other contacts... The forwarded emails contain the details of the actual customers. The forwarding email account is not a customer. Currently I use Zoho Mail, is there ANY way of creating leads against the email addresses that are within the forwarded emails? Any workarounds? Would using outlook help? Thanks for your help
How to integrate CRM contact data to HTML page web resource?
Can i integrate CRM contact data to HTML page web resource? i got following link. http://dynamicscrminfo.blogspot.in/2013 ... based.html but there what is utils/FetchUtil.js file.where can i get?
Auto Assigning Cases to Contact for Web-to-Case form?
Hi, I need to be able to auto assign cases/leads to existing contacts from a Web-to-Case / Web-to-Lead form submission using email as a unique identifier. How would I go about doing that? Thanks
Outlook 2013
When will you guys have Zoho ready to work with Outlook 2013? I had read somewhere a while ago you were expecting it shortly but since then nothing seems to have happened. Any help with this would be appreciated.
I am having trouble changing my email address
I am having trouble changing my email address
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