Changing the name of an Account Manager to someone who has replaced him
Hi All, Could someone tell me how I change the name of an Account Manager on Zoho CRM? I have had one employee who has left the company and I need to change the name on the Lead Owner from his name to that of his replacement. All assistance greatly apprecated. Regards, Conor.
Automatically creating new Potentials based on Date
We have a number of clients on rolling contracts which don't have end dates. I would like to be able to automatically generate a new potential based on an existing client Potential. We've setup our Potentials in a way to allow us to capture Expected and Actual client income however the limit of 15 numerical fields per modules has resulted in us having to setup the form to last one calendar year. So, when Date To of existing potential is reached (31/12/2013), what I want is for the CRM to create
Hierarchy and Permissions
I need to be able to set privacy permissions on a user by user basis. What I am trying to do is: I want to be able to share leads that are assigned to John Doe with Jane Smith but not Jane Doe and I don't want Jane Smith to see Jane Doe's leads John Doe (Admin) - 2500 Leads Jane Smith (Senior Sales) - 1000 Leads Jane Doe (Consultant) - 500 Leads I want John Doe to be able to see all 4000 leads (not currently a problem) I want Jane Smith to be able to see 3500 Leads I want Jane Doe to be able to
How do I link microsoft outlook
How do I link my Microsoft outlook to Zoho crm?
Decimal Field not displaying 2nd 0
I have a decimal field with 2 decimals...when I enter (for example) 5.35 it shows, when I enter 5.30 it drops the 0 so it shows 5.3, when I enter 1000 it shows 1000.0 not 1000.00 Any fix for this?
Email template not working in new message
Hi guys I just signed up for the free CRM version and set up an email template. The new template is showing fine in the setup/template area, but it doesn't appear and cannot be pick up from the drop down menu in the new message window. Anyone has any idea how I can use the template? Many thanks Di
Show Notes in contacts list
Hi, We use contacts and notes daily, and I need to be able to mass update some contacts according to information we have on the notes. How can I do this, is there a way we can see the notes in the Contacts Lists?
Recently added contacts
Is it possible to see the most recently added contacts. I'm new to Zoho and am still manually migrating a few contacts over (most were done by import, these are a few stragglers) but I've omitted to include them in my email campaign -- and now I can't remember who've I've just added... any ideas? Ta, Sue
Related list field mapp
Hello, In Zoho crm, I defined a set of fields. I would use one of these fields as a critera in a "linked list". In the field list, I see only the fields by default. Can you fix this bug?
Link Zoho Crm details to Zoho Creator via "related list".
Hi I want to create a related list on Contact, how can i link "CONTACTID" field with a "Crm Field" from a ZohoCreator form ? (Crm field it's associated with Contacts module) When i try this Zoho Crm notice me an error "Invalid criteria specified". Thanks.
Can someone help me set up the basics for my company in zoho CRM and books.
Hi i would like some one to customize zoho for me. Thanks
Converting Leads to Contacts/Accounts
As my company makes "contact" with potential leads, I would like to convert them from a Lead to a Contact. Once we actually signup a Contact, I would like to convert them from a contact to an account. Presently, my only option is to convert a lead into both a contact and account at the same time. I am a new user so I may be missing something...Is there a way to customize this option? thanks,
Associate one event with multiple people
Dear Zoho: I would like to remind you of this request. A number of people is asking for it and it is much needed. To be exact, I need it every day! I like Zoho and it serves me well, but this is what I need most of the days! Has it been put on your roadmap for the near future???? Follow the link to see the earlier discussion about it: https://help.zoho.com/portal/en/community/topic/is-it-possible-to-associate-one-event-with-multiple-people%3f
Campaigns Listing Contacts vs Accounts
I have added contacts to my campaign, but cannot see which accounts those contacts are associated with. Is there anyway to display that accounts that the contacts are from (Or better yet, associate the campaign with Accounts outright)? My organization sells to convenience stores. Many of our contacts have the same first name, and we are not on a last name basis (not necessary, if not almost inappropriate to ask). I need to be able to identify which accounts I have hit in my campaign, but it is very
Best practice for updating progress in an opportunity
There are multiple ways to update progress via comments, notes, call, actions, etc. at the contact and opportunity level. What is the best way (best practices) to update an opportunity, at the contact or the opportunity level? for example, I use the BCC feature which is great to show email progress at the contact level, but one contact can have multiple opportunites, and it is not possible to link an email entry to an opportunity. Both the contact and the opportunity have comment fields. Should
Importing invoice to zoho from amember billing system
We r using amember billing system and we want to use our customer related information on zoho crm as well, the API method insertRecord is working for Contacts but we can not insert invoice into them and we dont have an idea how to insert invoice to CRM the code we r using to insert Contacts is <?php $xml = '<?xml version="1.0" encoding="UTF-8"?> <Contacts> <row no="1"> <FL val="First Name">aqeel</FL> <FL val="Last Name">ahmed</FL> <FL val="Email">aqeel@test.com</FL>
Search for PRODUCTS does not populate any results from the RELATED LIST
...my issue is that we used to have the ability to use the search field to pull what PRODUCTS have been specified to individual PROJECTS and ACCOUNTS. However, now, all we get is the results from the PRODUCTS module and no relationships to any of the other modules if I select our PRODUCT "AV246" for example. I do have a PROJECT called "Applied Medical" which has the specified PRODUCT listed in my example. Thank you in advance for your support in resolving this matter, Jayson
Events: custom fields for multiple contacts/accounts involved?
Hi, I am just starting to test Zoho CRM and have a question about Events. I would like to add several custom fields to an Event to refer to multiple contacts and/or accounts that are involved. The goal is when calling a contact or company, I can easily see in which projects they were involved in the past, and which collegue(s) were involved. These are all projects where at least four contacts from different companies should be visible. Closed Events might be the best place for it, but standard
Alarma de tareas - Aviso
Cuando uno programa una tarea, como ser una llamada, la aplicacion permite seleccionar que te envie un mail o comunicacion de la tarea programada, pero el aviso te lo envia el mismo dia que hiciste el ingreso de la tarea en la aplicacion, pero no te envia la comunicacion, via mail, como aviso, el mismo dia que vence la tarea. Tampoco te permite colocar en la programacion de la tarea un horario de vencimiento. Seria bueno tambien que el aviso no solo lo enviara por mail, sino que te avisara cuando
Calendar
Hi, I find it really hard to use your calendar. Is it possible to drag and drop when re-scheduling a call? Also, is there a simple way to schedule a call?
Data import, the conflict with existing record
Hi Everyone, In the earlier stage,I imported certain data into the system. Since we add-on more users (sales representative), the data they're trying to import might be duplicated with the existing record. therefore, I have some concerns: 1. Is there anyway the record can track the duplicated record? (Leads, Contact, Account, Potential) 2. Will the new data overwrite the existing record (i.e. activities records)? 3. There are mandatory selections under different custom field, system would automatically
ZOHO CRM & Creator - Major Permission Failure Needs Correcting
Hello, Whenever I create new accounts and I employ developers to create apps for those accounts, the CRM's Super Admin loses their permission to create new custom apps from within the UI. I have now experienced this with 3 separate accounts that I own and each time that I call customer service, they are stumped. They mostly have all suggested work-arounds such as disassociating the developers app from the CRM and then importing the app back in while logged in as the Super Admin. Upon doing this,
Adding Products to Pricebooks
I am trying to add a specific product to a price book but for some reason using the pricebook product search it will not find the product in question. It tells me no products are available. I can search and find many other products but the one I want cannot be found. I can search using the regular search and it finds the product just fine. So in this case I cannot create the Pricebook I need.
Best way to create a contact list?
We often want to browse through our contacts before a trip, and decide who we should email to see if they are available to meet with us when we're in their area. What I have done in the past is: 1) Go to the Contacts tab 2) I've created a custom view with location details and I use this to filter down to a particular city or country 3) Scroll through page by page the contacts and check off which ones I want to write to 4) I can't recall exactly what this step was, but I thought I had the ability
Converting Potentials
Hi, is there any way to convert a potential back into a lead?
migration
Looking for someone who is an expert in migration of data into CRM. we have multi relationship setup. if anyone has any question please ask
Web URL Field Not Accepting DropBox URLs
I use DropBox to store client information and years ago I set up a custom field to link to that DropBox location via web URL. Now, whenever I go to edit the account or even just that field, it gives me an error and refuses to save the information. Here is a Sample URL that it kicks out ... https://www.dropbox.com/home/Clients/Active%20Clients/Buerger%2C%20John%20%26%20Allyson%20(WC) It says, "Please Enter a Valid DropBox." I also tried it using http: rather than https: and that didn't change anything.
Web URL Field Not Accepting DropBox URLs
I use DropBox to store client information and years ago I set up a custom field to link to that DropBox location via web URL. Now, whenever I go to edit the account or even just that field, it gives me an error and refuses to save the information. Here is a Sample URL that it kicks out ... https://www.dropbox.com/home/Clients/Active%20Clients/Buerger%2C%20John%20%26%20Allyson%20(WC) It says, "Please Enter a Valid DropBox." I also tried it using http: rather than https: and that didn't change anything.
Web URL Field Not Accepting DropBox URLs
I use DropBox to store client information and years ago I set up a custom field to link to that DropBox location via web URL. Now, whenever I go to edit the account or even just that field, it gives me an error and refuses to save the information. Here is a Sample URL that it kicks out ... https://www.dropbox.com/home/Clients/Active%20Clients/Buerger%2C%20John%20%26%20Allyson%20(WC) It says, "Please Enter a Valid DropBox." I also tried it using http: rather than https: and that didn't change anything.
Web Tab - Dropbox access
Team, Do you have plans to integrate the Dropbox window viewable using the Web tabs?
Attaching Attachments to Leads, Contacts
Is it possible to attach attachments through web to lead or web to contacts form? Thanks. iSold4Cash
Two salespeople working with the same company
Hi there, I'm new to Zoho and something has come up. We have two salespeople working with the same clients and/or companies for different projects. How can I share the same Organization with multiple salespeople? For instance we work with company ABC, and there is about 5 different people within that company. Sometimes salesperson (Bob) works with client (Peter), and sometimes salesperson (Joe) works with Peter. They work on separate projects but how do you share clients and/or companies depending
Can someone translate this from Creator Deluge to CRM Formula Syntax?
I can't figure out this formula system... Anyone experienced enough in both platforms to translate this to CRM for me? if (input.Cafe_Machines_Needed > 0) { input.QTY_Cafe_Machines == input.Cafe_Machines_Needed.toString() + " - Cafe Vending Machines"; }
zoho crm and zoho invoice products/items sync/intergration
Hello, i am switching over for Sage software to zoho. I am a bit confused though between the integration between crm and invoicing. i have tried to read up in the blogs, and it seems that by now, there is supposed to be complete integration between the two apps. although it doesn't appear that way to me. i understand the accounts/contacts can be synced / integrated. but i cant seem to integrate the products between the modules. If zoho invoice had stock control/inventory, then i wouldnt need to use
Record insertion having multiple databases.
Hi, Hope you are doing great! 1. I need a clarification on insertion of record though API using post method having with multiple databases. for example the URL I'm using is BusinessMetrics-Test - Database Dummy - tablename https://crm.zoho.com/crm/private/xml/BusinessMetrics-Test/Dummy/insertRecords? 2. How to post content? and which is best way to post? <dummy><row><FL val=\'AccountName\'>company name</FL></row</dummy> Please let me know if you have any suggestions. Thanks for your help Pradeep
automatically add a product group
I would like to automatically add a package of products to my offer or invoice, but now I have to do for each product. How can you do? thanks Pasquale Bondanese
CRM Calendar
Can anyone advise how I can synch the above to my Ipad via Icloud many thanks
Still can't see Account Name column in Activities
Hi, I submitted a report yesterday that the Account Name column in Activities went missing. I received a reply back from Prakesh saying the problem was fixed, but I still can't see this column in my Activities tab. I tried selecting "edit" to my view and adding the field but don't see it listed as an option to "drag over". Thanks, Angela
Contact Updates
How do I add/save new information to a contact?
Currency of invoices
Dear Zoho, we are using the invoicing feature of Zoho CRM. How can we specify the currency of the invoice? The currency is now automatically set to EUR. But we also want to write invoices in USD. Regards,
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