Conversion of contacts back to leads
Is there a way to convert a contact back to a lead? We mistakenly entered some potential customers into contacts instead of leads. This was done with many contacts, so if you have any idea on how to do this on a large scale it would be really helpful. Thanks.
importing leads in overide mode
I should be able to select what field i want to check against when importing leads in overide mode. I don't always have an e-mail for leads being created and so i have no way to import info for these leads without duplicating all of them. I don't know how hard it would be to allow me to select any field in the crm to check against but this is something i would like to see.
Duplicate events in crm after connecting to google calendar
I connected my Crm calendar to my google calendar. Now all my events in both my crm calendar and in the google calendar are doubled! What did I do wrong and how can I fix this?
HTML & Perhaps API programmer wanted for hire
We need to generate a .pdf with the same information and at the same time the save/submit button is clicked on a web-to-lead form. The .pdf will either need to auto attach to the lead record for future forwarding or be forwarded to a predetermined email address. We also need to auto populate the leads generated on a third party advertising website (which currently generate simple emails) directly into Zoho CRM leads. Additionally, we would like to have the current Zoho generated web-to-lead form customized to
Syncing Emails to Contacts
Hello, My goal is have all emails that come in to my Gmail that come from someone who has their email address added in Zoho contacts, recorded in Zoho. I have a separate Zoho account for another company that I have done this to in the past. Can someone walk me through this process?
Custom Zoho CRM App
I created this custom Zoho CRM app to check and edit leads in about 5 minutes using Capriza, a plugin for any CRM or web app. Feel free to use it if you find it useful or you can actually create your own for free. It doesn't involve any coding.
How long takes to receive data in ZOHO from a web form
Hello dear Zoho team. I did a web form in order to keep the data from a web site to Zoho CRM. Right now we are using the free version. My question is: How long takes to see the data in Zoho Possible Clients when you fill a form from a website? I did a test and I haven't seen the data iin Zoho. Thank you in advance.
PDF export stopped working
Hi, We cannot create a PDF that will open from within a Sales order, the feature has stopped working for all our users. The PDF created is corrupted: PDF reader says the file may be damaged or an unsupported file type. I have tried in Adobe Reader and Nitro PDF with the same results. Anyone have this problem? It's just started today. Thanks Steve
Workflow Actions
How do i set up a Template that once a field is updated in Accounts it will send email of contacts within that
Link between ZohoCRM and Zoho Creator
Is it possible to link custom-built apps Create in Zoho Creator with Records in Zoho CRM? For example: link a Zoho Creator database to each Potential.
New section in CRM Contacts with data from Creator
Hi, Is it possible to create a new section in CRM Contacts (or Accounts) with data from a Creator database, like it is done for Campaigns or Activities? I have a Correspondence Management app created in Creator and integrated in CRM through Web Tabs that I would like to further integrate in CRM. As such, I would like to see each correspondence related to a contact appear in that contact's record, on its own section. Thanks in advance, Leonel Silva
Problem with Synchronisation of Outlook contacts with Zoho CRM
I encountered a problem when trying to sychronise two Outlook contacts with Zoho CRM. The error message that appeared read - 'This item is not in the selected category'. Can you please investigate and get back to me asap. Thanks Rosanna Hawkins
Two fields by the same name in the same module
Is it possible to have two fields by the same name in the same module? It doesn't seem possible. Other crms allow you to do this because you can choose the field name and display name.
Error:Null in Custom Text Area
Currently have eleven (11) custom fields of type Text Area. One particular Text Area field only allows 132 characters. The addition of characters results in Error:Null. For testing I have the same exact paragraph (964 characters) in the other 10 Text Area fields and the first 132 of 964 in the field of concern. As a result it does not seem to be a special character issue. I thought it might be an overall record size issue but I can append additional characters to the other 10 Text Area fields
Linking Zoho CRM to Zoho Calendar
Hi, We are just staring to use Zoho with our company ( I used it years ago with another company and thought it was great!) We manufacture, supply and install fitted furniture so we need a system that; Catch the leads as they come in from phone, email, showroom etc. and log onto system (ZOHO CRM) Assign these leads to each Sales Rep (Not sure how to do this yet) Schedule Sales Rep Individual Calendars, with appointment for call out to that leads home ( Not sure how to do this either?) and ideally
Sending mass e shots / emails
Hi, I've inherited a CRM database from a previous employee. The previous guy sent 3 e-shots type emails out and I want to continue this monthly. Is there a tutorial to setting one up and sending to multiple targets ?
Adding more than 100 leads at one time to a campaign
How do I add more than 100 leads to a campaign at one time? I want to add 500 leads to ONE campaign.
Workflow automation - task reminders have fixed time - need to be relative!
We're trying to create workflow rules now. We need very simple thing: if new posibility is created with stage=Pending - there should be automaticly created task with immediate pop-up reminder As you can see on attached screenshot - we can do everything except the last part "immediate pop-up reminder", because there is only a possibility to set fixed time in reminder setup for automaticly created task. What if the rule condition will be executed after that time - reminder will never pop-up?
Send email from a different email account and BCC a contact in Zoho
Is it possible to BCC a "dropbox" in Zoho, and make sure that the email is copied as an email / note to the wanted account (based on e.g. their email), like you can in Highrise?
Question about accountancy and invoicing (new to Zoho)
Hello. I am new to Zoho and new to any CRM, as the company I work for ( a computer online shop and service) is looking to implement it. Therefore I have a very important question For accountancy and invoicing, we are using a software called Winmentor ( based on Borland Database Engine ( Advanced, based on FoxPro) . Is it possible to integrate our software winth Zoho CRM so that it fully automatizes our invoicing and gestions ? http://www.winmentor.ro/main_en.php is the site of the app. Looking forward
Show Total Value of Products linked to a Potential
I'm still a Zoho newbie but I cannot seem to find a way to take the sum of the unit values for products linked to a single Potential and have them show anywhere on the Potential record that they are attached to. I am able to create the info in a matrix report where it shows me the sum of the unit prices for all the linked products by potential but would really like this value to show up on the actual Potential record also instead of having to manually calculate and key-in an amount for the Potential
Zoho CRM - user problems
Hi there, Our ZOHO CRM account has 3 users. 2 user accounts are fine. As for the other, I updated the user account details, and now the zoho formate/information/templates etc it can access are our old setup. Why does this happen and how can it be fixed? Thanks
Information entered from iPad not showing up
Entered information into nptes section for an Event on the ipad and it does not show up on the online version. Why is this? Also some of the pick lists dont show up on ipad? How can I solve this
Automation rules not working
I have created a rule that should update a custom field in accounts. Basically if account type changes to "live customer" and the update date is today set the "last paid" custom field to today's date. I have also tried "execution date" No luck.
Getting HTML code when viewing campaign section of the CRM, how do I get rid of this?
I created a new campaign, after completing and viewing the first campaign it gives me this HTML error at the top <a class='link' id='ownerName_id' href='/crm/Security.do?actionName=viewUser&userId=797767000000059001'>Dustin</a><input type='hidden' id='entity_name' name='entity_name' value="1st Mail Drop"> <a class='link pL15' href='javascript:void(null)' onclick=newShowLookUp('ownerName','ownerId','AssignedTo:*','ownername','fromentityview','','','797767000000012723','null','','797767000000002647')><span
Web to Lead not working
My web to lead form is not working. It worked fine until I did a simple edit (removed two questions) to it this morning. I have edited it before without any problems. I am clueless as to why it isn't working. Here is a link to my form http://www.novagutters.com/request.htm. Any ideas why it isn't working?
Same product with different serial no
Hi at all I sell product1 at many customers, product1 is always same only different serial no. How can i do this? In account modul i should see, which serial no has product1 by each customer. Thanks for help
Contacts - make a sub group
How Is it possible to create a sub group in contacts Ie group 1 = agents Group 2 = suppliers So you can then see the 2 contact group categories as 2 separate contact lists
Automatic reminder for task - is it possible to set relative time of reminder?
I'm creating a rule in workflow automation to automatically create a task on a specific condition, however I need to remind a assignee with a pop-up as soon as the task is created, however as you can see on attached screenshot - I can only set specific time of the day, so if the rule condition will happen after that time - reminder will not be activated. So, please let me know how can I set a reminder time relative to task creation as it's being created automatically upon rule conditions?
Create Custom Module
can we create custom module in Zoho CRM, like what we can do in Salesforce CRM we can create custom objects. can do programing os some part of CRM?
fetching records from BanquetHalls(one of the menus)
Hi, I am a new guy in zoho. I am trying to integrate a page in which data will be fetched from Zoho CRM. I have a menu called BanquetHalls under More menu in the main menu bar of zoho. I have lots of room related records on that page. I need an API so that I can fetch data from that page. I can fetch the Leads or contacts record by the api(s). But please help me how to access those records from BanquetHalls page. I have tried with the following api, but it is not working: https://crm.zoho.com/crm/private/xml/BanquetHalls/getCVRecords?newFormat=1&authtoken=XXX&scope=crmapi
Problem importing data - Character limit in the Description field for cases
In the cases field I was able to write a long description, even a few pages long 10,000 characters no problem in the description field. However, I tried to import a case with a long description about 10,000+ characters long using import (both migrate and the import command in the case view) and I was only able to import 3,000 characters out of the 10,000 long description field in my csv file. Is there a fix for this? Or is this a limitation? Please let me know how I can import various cases that
How do I change a email address on ZOHO CRM for one of my employees
I cannot figure out how I can change an email address for one of my employees I have 30 minutes in the user profiles without any success. Thanks for your help
Importing accounts with products associated?
Hi, Short of creating a custom lookup field and associating that with the 'products' category, is there a way to import clients(accounts) with their purchased products attached? Thank you!
CRM task manager- is there a way of checking progress of tasks allocated to staff?
Its all very well allocating tasks to staff, but thats the last you hear about it. What would be good is if, when the staff member completes the task, we get a message: task A has been completed by staff member B. or, even better, Task C (name of task) allocated to staff D is overdue Can this be done?
Can not create email template - CRM
Hello, I have signed up for the CRM as free user, I want to create the new email template. When I click on the "New template" the loading message appears but nothing happens after that. Please let me know if I am missing something. Thank you
Create new email template is not working - CRM.
Hello, I have signed up for the free account of CRM. I have few leads and want to set rule for sending mail to them. It ask me to create new email template, But when I click on the "New Template" button it just shows loading on top and nothing is happening. Can anyone please tell me what is wrong with it. Thank you, Satish
Are 2 fields with the same name in the same module possible?
It doesn't appear possible for me to have two fields with the same name in the same module. I need to do something like Company A and Company B or Telephone A and Telephone B. It would appear that Zoho does not allow me to give the field a different value the way most forms work. Sugar CRM allows you to do this. The display name is just that, not the actual field value. Someone please tell me I'm wrong. I really like Zoho, but I need the ability to do this.
What upgrades took place last night to cause the issues today with Zoho CRM
Why were users not advised in advance of impending upgrade? Regards Paul
Web to Lead
Hi, My web-to-lead form is not collecting the data and importing it to zoho. Please help. www.thewealthyfarmer.com Thanks, Dave
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