Help with setting up webforms that captures leads from website and from facebook?
Hi, We are considering to switch to Zoho CRM but in order to do that I need to know that I can get help in setting up webforms. I need to have webforms setup on our webpage and on our Facebook page. We have forms there today but it generates an email but we would like it to go straight into Zoho CRM as a leads. Any information about people that can help with this in the near future is greatly appreciated. Roger
Mass update the Campaigns field for Contact record?
We recently did campaign mailing with another email service and I want to update our contact records that this campaign was emailed to their addresses. Is there a way to do this? I've done mass updates on the contact records, but don't see Campaigns on the list of fields to update.
Share a CRM account with another Zoho User
Hello, Another zoho user and myself are partners in a business. We want to share a CRM account but have separate zoho accounts not under the same domain. How can we accomplish this? Ryan.
Integration Mail, CRM, Campaign
Hi, I joined Zoho just one day ago. I can not find out how Campaigns, Mail and CRM are integrated? For instance, I would like to be able to see all the communications with my leads and clients (through ZOHO mail, CRM, Campaigns). For instance, I plan sending the Christmas greetings both to my clients and leads. Zoho Campaigns is a great tool to keep truck on customer behaviour. Is it possible to share such information in CRM interface? Thanks, Anastasia
About ZOHO Account creation widget on Gmail
Hi, We have started using ZOHO CRM recently. I love all the fatures available in here. When I was creating "Account" from my emain in my inbox, I saw that only Name, email and Phone number can be entered. Please see attached image. I am just wondering can I add some more fields in here, while creating "Account" or "Lead" from email. Thanks your response. Naga
Mail Merge Problem With Text Field
Hi, I am starting to use Mail Merge Combination to print a sheet with some info about my customers. I have a long text field and it makes a problem because only one line is shown, it doesn't continue in a second line of text. Any idea how to solve it?
Offline Version
When will an offline version of Zoho be available? Joe Overlock
Multiple taxes
Hi, I might have missed something by mistake, but I can't find an answer anywhere. In the product details at the bottom of an invoice there are a few fields for "Tax". One field after "Sub Total" (Which I can edit for specific products successfully) And there is one for every separate product added. It is these which I cannot add tax for. I want this tax to be one of five choices. The lower tax field will always be 10%. Please get back to me if you can help. Thanks in advance, Adam
Where can I find my sent e-mail sent through Zoho CRM ?
Hi, I sent mass e-mail but I do not know : 1. Where to see my sent e-mail ? 2. if there is an problem with the e-mail address where the message for no-delivery is sent ? (I put in Zoho CRM a wrong e-mail adress, sent the e-mail and I did not get a no-delivery message... but people can reply on my e-mail :) ? ) Note that : I have seen this post : https://help.zoho.com/portal/en/community/topic/where-can-i-find-my-sent-e-mail My sent mass e-mails are not in the sent box of the Zoho Mail Application
Mails to Leads - How to report?
Hi, Is there a way to track the number of mails sent this week to leads or leads to whom we have sent a mail? Is this captured some where? I want to know which leads we have sent mails and which we haven't in a report. Thanks, Team Longlongago
Google address and Zoho Address Field Mapping not working
I am trying to sync the Google contacts addresses and Zoho contacts Addresses but am have some difficulty. It seems that the Zoho address fields are all separated into individual fields- Street, City, Zip and Country where Google is one field "Address which includes all the information. Is there a way to either have the Zoho fields combine multiple fields into one for field for mapping or having Google fields split up to match the same format as Zoho. Thanks in Advance, Mark
Google Contact Fields Not Available For Mapping!!
Why do some of the Fields that I generated in Google Contacts appear in the list of availalble Fields for mapping, and others not? Also, Zoho Salutation doesn't recognize Goolge Prefix as same, but I can't edit the name either one uses for that field. If I have a Prefix value, Zoho imports it into the First Name Field with a Pick List of Salutations!! Go figure.
Could I configure product details information in leads module?
I want to use the leads module to forecast the sales by product. Could I configure the product details section in the leads module?. If is possible how can I do it?. Thanks in advance, Mari Plaza.
getSearchRecords for task api method
Hi, I am trying to get a feed from the API of all tasks that are due today or overdue for a task owner. I have found the method crm/private/xml/Tasks/getSearchRecords but it is only returning the ACTIVITYID and the Subject. Has anyone used this method or know where I can find out more information. Thanks. Rob.
Where does one obtain "TICKET" and "APIKEY" values
Ok, so after few days of trying to implement record insert using documentation, and getting nowhere, I stumbled here, and read some posts from people having the same problem as me, the "4600" error. From these posts I have deduced that documentation listed on the site has nothing to do with actual format required for API to work. Documentation does not mention "TICKET" and "APIKEY" parameters, which are referenced quite frequently in the forum, nor is it clear where the values for these "undeclared"
Importing Contacts - to update a field
I am trying to update a field that was not originally imported into our contacts. I selected the overwrite button when I imported a test section - but it cloned the contact rather than overwriting it - so I ended up with two contacts one with the new field filled out and the other without it. I have about 6000 records that I need to update. Thank you!
Taxes in invoice
Hi I am having some troubles trying to create an invoice in Zoho CRM. I have defined a tax rate (VAT) with a value of 18%, and a product (Product A). Product A has VAT activated. When I create an invoice: - If I click Tax on the product line, I get a message "No taxes associated to this product". - If I click Tax at the bottom of the invoice, a box shows up which does include "VAT: 18%", but it behaves as it if the subtotal was 0 (which it's not). Is this an error of Zoho, or am I doing something
Invoice is not available for CRM mobile APP?
So i was just about to close a deal with a new client who would be using the Zoho CRM mobile application and discovered its missing the invoicing component which is already built-into the desktop CRM application. What is the timeline on launching a CRM app for the ipad that mirrors the functionality of what you offer on the desktop version; specifically the invoicing component? Ryan
google chrome and lookup fields not working
Team, When using Google Chrome, I am unable to select from a lookup field table. I have tried many different approaches but I have been unable to make this work. When I need to populate a lookup field I go to IE to complete the field. Needless to say this is not ideal. Any fixes or work arounds?
Undo Copy Customization
We are planning to try "Copy Customization" but it is possible we may need to undo if the results are not as hoped. Is the process reversible?
My outgoing mails are blocked!
Please unblock my account manit@conceptgains.com Have some urgent mails to do.. Thanks
Can't open pdf attachments from Zoho
I am using the latest version of Chrome and I am unable to open a pdf attachment. I click the link and nothing happens. There has to be a setting in Chrome that is causing this since I was able to do this in the past. Normally I would receive a download or open in Zoho viewer option. Now I click the link and nothing happens. No error just nothing like it didn't click on it at all. I had this problem in the past with Firefox and switched to Chrome and now the same problem. Help is greatly appreciated.
Data Migration Wizard Errors
Hi there, I am trying to import Calls via the "Migrate from other CRM" in the setup. No matter how I format things (especially date), it always fails. And this is the most frustrating. It just fails with no error report or log. Just a stupid email telling me it failed. Given that this feature is for Admins setting up the system, you really need to provide logs. Can you please provide me with sample csv files for the various modules in the Migration modules so that I can be sure my data is formatted
I Need a simple formula for difference between Date of Birth and Today
1. Zoho does not automatically send email greetings to my contacts. So I wish to configure this manually 2. It becomes very tedious to run a search/report with criteria every day, so that i obtain the list of those contacts whose birthdays are falling today 3. Hence, I want to create a new formula column ( i know it works only for future created records, but still) : In my contacts - Date of Birth is in a given column already I want to create a field which gives the difference between today and
Create reports with related modules
Hope someone can help here, or I need to contact support I just dont know what I'm doing wrong. I start to create a report I select the main Module ie Contacts, I then select 2 related modules Potential business and say accounts. I then have in the available columns all my fields from my related modules I then choose the ones I want, move them into the selected columns and run the report however the report contains no information from the 2 related modules. What am i missing ? anyone Many Thanks
MailMagnet-about task
When I look at the mail, I can add follow up task. When I had sent a mail, I could add a follow up task too. Could you tell me the difference between two of the tasks? How the salspeople use them?
Unable to send email to a contact from another user
We would like all our email to contacts to be sent from a house account. For example, support@example.com. I have created a user for this account and they have a unique email address. The account has been confirmed. I have created an email template and used this email address in the from field. However, when I send an email to the contact, the mail continues to use the current user's email, not the support@example.com. It will not let me update the from address either. Any thoughts?
Workflow Rules - Representatives nearby
Hi, I have a question about the workflow rules. Is it possible to assign an representative that is nearby by post code or address? Do you guys have this feature?
How to see pending "Prospect Approbation" on your main page
Hi, Zoho CRM is very interesting but I'd like to discuss about one functionality when you import "Prospects" or new prospect from web site form. A good thing is to have the opportunity to validate imported data by using the Prospect Approbation function. You can approve one by one your prospect by Prospects > Prospect management Tools > Approve prospects... But, if you don't visit this page, it seems to me it is impossible to see that some approbations are pending. We use this function through Web
text area field too narrow - only allows text in half the size of the box
THe area for viewing and typing text in a text area field is half the size of the text field area grey area in which the actual text appears. It seems like there is another column or an indent or tab of some kind within the field I'ts incredibly annoyng because my screen now has text fields that take up half the screen with only one or two short words in each line.
Nothing Shows In Calendar
Hi. I'm new to Zoho CRM. During my trial period I put in a fair number of potentials with dates, tasks with dates, reminders, etc. When I click on the calendar, nothing shows up. What am I doing wrong? Al
Setting up ZOHO CRM for a remodeling contracting business
I'm a small remodeling contractor. Generally, I have a small number of leads because I get most of my business through references. However, I do have a lot of correspondence with the client, subcontractors, vendors, etc. once I do have a job. I will also have multiple jobs per client. I've been thinking about how to structure ZOHO CRM to meet my needs. Leads-would be leads Now the questions--Should I make Accounts the client name and contacts be each job for that client. Or consider all vendors,
CRM Apple Apps
We recently downloaded the ZOHO CRM app on iphone and ipad. We are having trouble with some of the features on the apps. We added a new view under the potentials tab on the web. The view will not show up on our apps that we have downloaded even though we have connected our accounts. We have tried connecting to wifi and to 3G networks, and have clicked the sync button, restarted the app, and logged out and logged back in. It will not update it. We are trying to create a view that allows us to filter
Editing the dropdown options in a contacts field
In the page layout for contacts, i had added a field called "Gender". I also gave it a drop-down "Male" or "Female". I did this last week. Now, i want to add a third more drop-down option, which says "Do not want to reveal". How do i edit and do this without deleting my field and redoing the whole thing again? Regards. Sathish
Picking non-sequential values
I have 2 a multiple pick list on my Lead Page with 9 different field values. I can select one value or multiple connected field values, but not unconnected field values, for example: Assume the field values are, in sequence, 1,2,3,4,5,6,7,8,9 I could select 1 or 5 or 7, for example, or 123, 3456, 567, 89, or any combination of connecting field values. However I cannot select, for example, 136, 24, 148, 1679 or any combination of values that are not ALL connected on the form. If the pick list sequence
How it Works? - Introduced in Copy Customization
Starting with Copy Customization (the new feature introduced recently) we will be introducing a "How it works" section in most major modules. This is a 3 part comic-style explanatory splash which will give a brief idea about the current module / feature. Screenshot below.
Activities -> More Actions -> Print Preview showing HTML tags in Description
When viewing a task/activity, if you drop down the "More Actions" menu and select "Print Preview", the description field will show the HTML "<BR>" tags and such.
Adding User
Hi there, I am trying to add a user, but i get the error saying that the user already has an account. Can you add the following account matt@searchacademy.com.au to my crm account? Cheers Sam
Retiring/removing contacts - best practices
Hi all! I can't find any help regarding this… in Zoho CRM a Contact has just quit his job. We don't know where he'll work next, but obviously, he's no longer part of the company listed in Accounts If we delete him, then we lose all of the history attached to him (and the Account). Is there a way to "retire" him or suspend him? What do you all do when a contact/lead quits their job? It's likely that in a couple of months he'll surface again working at a new company- at that time, should be treat
Re-Submitting User Interface Change Request
Back about 1 year ago when I was still one of the BETA testers for the new ZCRM UI (User Interface) I asked if it is possible to "lock" the main toolbar to the top of the screen. I find that when using long records - such as complete contact, account or potentials records I have to do a lot of extra scrolling. It would be very nice if the top level tool barrs were pinned to the top and always visible. The image below shows the portion of the screen I am referencing. Specifically, everything above
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