How to duplicate or clone my Zoho CRM for another company?
I've made a lot of customizations to my Zoho CRM account and added a lot of new fields. I now need to set up Zoho CRM for another similar organization. Rather than start from scratch, can I create an entirely new Zoho CRM account for this other company, by cloning my existing Zoho CRM account, and keep all the customizations?
Workflow Triggered on Delete & Criteria Pattern Editor for Reports
Hello, Here is a list of our latest updates in Zoho CRM: Workflow Triggered on Delete: Workflow rules can be triggered when a record is created, modified or when a particular field is updated. Now, workflow rules can also be triggered when a record is deleted. Say, you administrator wants to get notified when a record with certain criteria is deleted. In such a case, you can create a workflow rule that triggers on deleting a record and associate a workflow alert to the rule. Data Backup Enhancements:
Removing commas from integer fields
How can I remove the commas from integer fields in a template? We need a number for our invoices but that number must not contain any commas. Is there a way to use this field in a template (i.e. PDF) without commas? We're using that field as: ${Invoices.No. Factura} which of course puts commas to separate thousands and that's something we don't want. Thanks!
Autoresponder with multiple Lead Owners
I have a pretty healthy inflow of leads from the web that are stored under a generic Lead Owner in Leads. Throughout the day I have a person that based on a lot of "rules and knowledge" assigns them by changing the Lead Owner to 6 different sales guys
Zoho->Google Contacts Sync How?
Ok, I understand that Google has one field for address and that Zoho has multiple (street, city, state, zip) fields for address infrmation. I also see that Zoho hasn't implimented some pseudo address mappping solution, that makes Zoho->Google mapping address information actually work. I also saw some a Zoho suggestion in a post elsewhere to just map the Zoho street to the Google address field. This suggestion is plainly unworkable and useless in a practicale business sense. Can someone from Zoho
How can I add fields to the product details on an invoice, order or quote?
I use Zoho since several years, but allways i find a problem that now is really importante to me to solve! On the product details area, I don't know how to add fields! I like to had a field in the lines of the product details, like imagine "quantity in liter" and "quatity in boxes" Waiting for help Regards Pedro
CRM data deleted/missing/changed
In my courses tab in CRM, I have a section below called delegates. Using my delegate section today there are two pieces of information that have either changed or the information is now missing - there may well be more: - expiry (missing since I entered some last week) - organisation (now has a long hyperlink number inserted under many entries that starts ZOHO) This is really quite concerning- have you done an update recently that you are able to restore or are you abel to restore/fic the information
VAT Calculation always returns 0...
Hi, Depending on which product I add in my invoice, the VAT calculation returns 0. You can see the problem below : See ? The VAT is 0 or it should be 19,6€... Any help ?
How do i link to a contact?
I want to create a link in a document to a specific contact page in Zoho CRM. However if I am viewing the contact page in Zoho, and copy the URL into the document, if I then click the link it doesn't take me to the Zoho contact page, it just goes to the generic Zoho CRM page. What is going wrong?
Account Views
I am a new user. Trying to learn a bit about Zoho. We have been using an extinct version of ACT! ... 6.0. I am trying to import 3 lists of clients: Active, Inactive and Prospects. In the "contacts" module I would like to create views for each heading and inport each accordingly. How or where would you identify these during the import so that the would be differentiated during a look up? Thanks for any help and patience. This will take me some time, but I am pretty committed to making
Tracking Emails/Mass emails
I am about to switch from SalesForce to Zoho CRM but have a question: "I just tried sending an email using Zoho but I don't see any way to track the receiver's behavior (whether he read it or not.. when, how many times, etc..)." This is extremely important from an online sales perspective and many other CRM solutions have it. Am I missing something? Your help will be much appreciated. - Seth
Problem with integration of Zoho mail in zoho CRM
Hi, When an email is in a folder in zoho mail, it doesn't appear in zoho CRM... I've suscribed to Zoho mail only for this possibility ! Woulfd you please confirm to me that it's not possible to see the emails (related to some contacts) in Zoho mail folders in Zoho CRM ?
Calculating Commission
We are restructuring our company to be more on the end of generating leads and subcontracting the jobs to another company. What would be the best way to do this? I want to be able to keep track of the lead source and be able to calculate how much commission we will get off signed jobs and keep track of which company we subcontracted the work to. Would accounts be what I should use?
Custom View by Custom Date Field
I have a custom DateField for my contacts called LastPost. I want to set up a custom view that would show contacts with a LastPost greater than 60 days. How do I do this?
Notes editable/deletable by members of horizontal hierarchy
Every sales department needs to have leads that can be viewed by other sales department employees for reasons such as a streamlined sales or customer service process in the event that the original sales employee is unavailable to assist. I'm sure everyone agrees. For this reason, Zoho CRM has "Share data with peers" where User A of Sales department can see the leads of User B of the Sales department. What Zoho has done in this is something beyond understanding and makes you wonder what goes on with
How to send multiple invoices by mail?
Hi, Is there a way I can select and batch process multiple invoices? Like either print a set of invoices or mail a set of invoices? Thanks.
CRM API URL not working
Hi Team, Following code does not execute at all $ch = curl_init('https://crm.zoho.com/crm/private/json/Leads/getRecords?authtoken=TOKEN&scope=crmapi'); $jresponse = curl_exec($ch); and echoing $jresponse returns "false" When I try using same URL on browser, it works. It happened suddenly on our running live server couple of days ago and It seems cURL not even try to hit the URL. I tried cURL for URLs other than ZOHO CRM they all working fine. As a matter of fact every JSON or XML CRM API requests
I wan to give an associated partner access to 1 account ( and only 1 accounr) in our CRM system
Hello, I have recently setup the trial enterprise edition ( moving over from Infoathand) I have to say I am very impressed so far. Here's a question: I set up a type of User 'Partner'. There are external consultants. I set up an account and assigned him 'partner' usage. I want this user - when he logs in - just to see all information relating to 1 account and no other. How do I do this? Regards Dermot Foley Dublin Ireland
iPhone App doesn´t load information
Hi, the iPhone app actualy is not loading my account just appear a message: downloading data. This take a few minutes. please wait. And after 3 days, nothing, what can I do. My account its enterprise. Thanks.
Force contact ID
We're going to use the API to import our records from our CMS into Zoho CRM as contacts. Can we use our own internal ids? We want to force user_id = 1 in our database to be user_id #1 in zoho. is that possible?
Tracking IP address in web-to-lead
Hi, Is it possible to track the IP address of the web-to-lead sender? I use the IP in my analytics program to determine how the lead initially found my website. Thanks in advance, Gustavo Arizpe
Total Record Counts per Module
Greetings, I would like to know how many leads are in my system in total. All reports seem to max out at 2000 records, is there any method for easily showing my total record count in a given module, or per CRM instance?
Iz ZOHO CRM down?
Hello, is Zoho CRM down? we are based in Hong Kong. It takes a very long time to load.
Best way of handling multiple transactions per order in Zoho CRM?
Hi, We have many use-case scenarios where orders/leads have mutliple transactions next to them. For example the total value of a lead may be £1000, but the customer may pay in 4 individual transactions of £250. What is the best way of recording each individual transaction in Zoho. At the moment we have a field that only handles whole payments; we have set-up under each order the following fields: Payment Amount, Method, Date Paid We have cases where some may be 5-10 instalments so to replicate those
Moving data across modules
Hi, Couldn't find anything on this so here is my problem. I have been using Zoho CRM for years now and I have hundreds of accounts setup with a lot of data stored in fields within the Accounts module. We are looking at rolling this out across the company but it may require us reducing the amount of data we are storing under the Accounts module and storing it under the Potentials module instead. Is there any way of moving data AND data fields across modules without losing the data, either by a
CRM and Email integration
I have been a heavy Salesforce.com user in the past and used a third-party plugin called LinkPoint360 for outlook that integrated with Salesforce.com. ZOHO has some similar features as LinkPoint; however one of the features that is extremely useful is the ability to highlight the contacts business card info and then drag it to either create a lead, contact or account and contact. This is a huge time saver and I am sure there are other benefits that LinkPoint might offer; however this one would be
Allowing openers and closers to view the same contact
In my organization, we have 1 room of openers and another room of closers. If an opener converts a lead to a contact, and assigns the contact to a closer, how does the opener monitor where the process is for that contact only? I don't want other openers or closers to see those records. Only the person who opened it and the person who is closing.
ZCRM Importing Contacts still Problematic
Hi, I though this issue was gone. It's fine to build new contacts live because it's more work to getting the import field accurate. The excel name field for the Mailsuite is entirely different that what's needed to import. The field mapping can be unnecessary if Zoho would have simply created a downloadable excel template containing the first row as the header row. End-users could easily fill in the excel sheet then upload it without delays or problems. Thank you. Mario F. Stevenson
Tabs changing order
Hello, We have been testing ZoHo CRM and I have set up a custom order for our tabs. Recently the tab order is changing based on the most recently used. Did I change a setting somewhere to make this happen. Anyone know how to get the tabs to lock in place again? Thanks
The letters don't show up on my Web To Lead form on my website.
I have created a web to lead form for inquiries on my website but the letters seem to be white on a white background. I see the areas where I can fill in the form but I do not see the headings unless I highlight them. How can I fix this?
show date and last edit email template
https://crm.zoho.com/crm/setupInner.do?page=Template.do?step=showAllTemplates&tab=template&in=emailtemp We want to know which templates are being used most by our staff. Zoho CRM does not provide for that function. Please implement.
Can't manager our subscription. Nobody answers for a week!
Dear Zoho CRM Team, I'm stuck and don't understand what's happening. We have been writing you requests for a week, but nobody has answered yet. We sent messages to all related emails, three (!) times. We sent mail to escalation@zoho.com We requested SpeedLane call as paid customer. NOTHING happens. NOBODY writes, calls, comments. What is happening? Why we just can't manager our subscription anymore? How can we pay? Thank you. P.S. I'm afraid this post would be unanswered too.
Unable to assign Account to Email when adding one to zoho via the outlook plug in
I receive multiple emails from customers/day would like to be able quickly add the email to its associated account within my outlook environment I have the zoho plug in installed. When adding an email, assigning it to an account is not an option. I feel this is an important feature. Am I missing something?
BUG workflow on activities wont' trigger
We just tried the new feature of workflows on the activities module, already discovered some bugs: We created a workflow to trigger after a task has been marked as “completed” and send a message to the original creator of the task. If the task is closed from the related items section of the contact, the workflow doesn’t trigger and no message arrives. If the task is EDITED, the workflow triggers, but not consistently. It only worked once, after multiple attempts and several tasks created. Hope you
Associate Contact with Company
I'm trying to make a really simple contact manager. I just want to manage relationships with investment bankers. I'm connected with probably 500 contacts between 200 companies. I just need to track super basic contact info and a couple sentences of notes. How should I do this to minimize complexity?
date formulas?
Looking to make a view, I want to show items where the modified date is withing the Last XX days, for example Last 14 days. What is the syntax to do that in Zoho? I cant find anything in the help files about it. thanks
Outlook Plug In - Username and Password not recognised
I have been exploring and using both Project and CRM tools. I initially installed Outlook plug in as the trial but did not get it to work as it was just part of my testing this was not part of workflow so i didn't chase this. However colleagues are now added as users and we plan to integrate CRM and Projects to production workflow. So i install latest plug in, pay for upgrade to Professional, enable users and restart machine and outlook. Log in to CRM toolbar and .... username or password not recognised.
Can I integrate my queries generated on contactme.com with ZOHO
My leads are generated through contactme.com Any possible way of integrating it with ZOHO?
Cannot assign account to an activity that was uploaded via zoho/outlook plug in
I use Microsoft outlook. I've installed the plugin for zoho. I "sync" my tasks and calendar. Both upload to zoho's web interface. However, when viewing each from the website, there's no available option to assign them to an account. Am I missing something?
Is there a way to put the Tel. no. on the Log A Call page?
I keep having to manually copy the tele no on to a field in the LOC page, when what I really want to do is just point and shoot; I don't have the autodialer set up yet, but may in the future. Any way to put the no. is a convenient spot? Thanks very much.
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