Can the name of the Stages in "Deals" be changed?
Can the name of the Stages in "Deals" be changed? For example from "Needs Analysis" to the terminology used by my organization.
Convert Lead Notification
Is there a simple way of setting an alert to a specified user if the 'Convert' Button is clicked converting a lead into a contact? The person that deals with the contacts is different from the leads so it would be very useful.
semi-automatic workflow
Hi guys, I'm an entertainer, and I sell timeslots for shows. I have a webform in my website that captures potential bookings and puts them in the CRM. I'd like to trigger a workflow in CRM that will send them a confirmation of booking, and afterwards a pre-show check up email etc., but I want to do it so that I have to authorise the workflow first, either through a manual authorisation or similar. The reason for this is that I need to check my diary manually for availability BEFORE sending out confirmation
How do I change the From name on outgoing emails
The From name on outgoing emails seems to be my user account name which is my personal name. I want it to be the name of the organization, but I can't find any way to change it to that. Help, please!
Easier way to mass transfer leads?
Is there a way to mass transfer all leads from one account to another? I already tried the "Mass transfer leads" but I have over 10,000 leads which need to be transferred... I can´t see myself clicking 10,000 tiny boxes to be honest with you. Is there an easier way?
Fields not transferring after Conversion.
When I am converting leads to contacts, it is not transferring all of the information to the contact card. Why is this happening and how can I get around it? For example, I just put a lead in this morning, filled out all his information with address, phone number, all the custom fields I created for our business, and the ONLY things that transferred to his contact card was Name, phone number and email address. Now all of his other information is gone. What am I doing wrong here? This is hugely
How to migrate potentials to existing contacts?
Hey Guys I am new to ZOHO and this may seem like a really dumb question, but I am hoping someone can help me... I have two CSV files of which I wish to import into ZOHO. The first CSV file of which I wish to import into the ZOHO Contact Module, has the basic details of which are First Name Last Name Account Number ConactID Cellular Phone Email Addresses The second CSV file which i wish to import into the potentials module has the following information Conf Number Charter Date Duration Account Number
3 Tier customer account hierachy possible?
From customer perspective (not Zoho users) - I see that we can associate an account with a parent. But what about sister companies that have branch locations with different addresses under parent? So 3 tiers? I can only find reference to parent company and using a pick list custom field. Use case - 1st tier franchise as uber parent, 2nd tier geographic companies independently owned but associated w/parent, 3rd tier multiple branch offices and their addresses. i.e. real estate companies or retail
HELP- Embedding Tableau dashboards into zoho
Has anyone been able to embed a Tableau dashboard into zoho with an iframe or any other means? This is extremely EASY in Salesforce but I can't find any resources on doing it in Zoho. Any help would be greatly appreciated. Thanks!
How to see revenue on account and contact?
Hello, When I converte quote into invoies, that means my contact paid for the product, revenue doesn't show up on the associated account/contact. Revenues is always $0.0 even after editing many invoices for the same account. What can I do to see revenues automatically on account after invoices are edited? Thanks in advance.
Problem with report: no entries
Hi everyone, We use CRM Reports to keep track of the subscriptions for our events. But for one account manager, the reports appear empty. He sees the reports in the general overview, he can access them, but there are no entries inside. Has this got something to do with permissions or restrictions? I already made the map visible for everyone. Any ideas? Thanks in advance!
Import leads
Hi, I have recently imported a new set of contacts into crm using the migration wizard. I have just realised that I need to redo the import with some additional fields. However, I dont want to delete the current import. If I re-import the same list will the wizard match existing contacts or create duplicates? James
Zoho CRM Integration in .Net what will eastimate time?
Hi, Anybody have a experience in ZohoCRM Integration in .net? One of our existing client ask us to integrate Zoho CRM in his ASP.Net application. I just seen zoho today itself. I am new to CRM and Zoho. Will anybody will suggest time eastimation for this? Thanks Suren
Notes to be copied to opportunity
How do I get the notes written under Accounts copied over to the opportunity when created?
Permission issue in custom function
Hi, I have an error in a custom function : quotes = zoho.crm.searchRecords("Quotes","ACCOUNTID=1678097000001049084"); info quotes; returns : Log messages: {"4502":"module doesnt support in your edition"} I have a Zoho Enterprise Edition. Any idea ?
MS Exchange?
Is there a fix yet that allows you to use MS Exchange integrated into Zoho?
Is it possible to search on multiselect pickup field in custom functions?
I have a dealers custom object with a multilselect pickup field containing the zip codes the dealer serves. I need to do search on the field so that I know the dealers serving in a particular zip code.
Skip sending emails for leads with missing parameters
Hi Zoho Team, Is there a way to skip sending emails for leads with any missing data for variables defined in an email template? For example if I don't know the first name of a lead, I don't want to send an email starting: Dear ${Leads.First Name}. Thanks! Robert
Keep existing Exchange server with Zoho mail?
I am being told by my company that ALL email be sent through our own mail server. Is there a way to get the Zoho mail features of when and how often email is opened this way? I am using the outlook plugin to record emails in the CRM but the Zoho mail features are not available this way. Thanks.
column width
I have seen that a lot of people have asked/complained about this issue but noone has answered... Today it has gotten even worse, now it seems that all columns are the same size .... is there a way (now or planned in the future) to bring back the auto-adapt column width??? This is getting very irritating! Thank you
Zoho CRM to Tally Integration
Is there any integration possible from Zoho CRM to Tally ERP? Anyone who can help?
Sales Signal not working
No sales signal (open) for the past few days. I know the customer opened because they responded to the email, even then the Sales signal doesn't confirm the email has been opened.
360 Degree View Question
Hi, we're analyzing Zoho CRM + Support, and the main feature we are looking for in a better CRM is being able to really allow all of our agents to see the full contact history of a customer. A basic overview of our business email and phone setup: Customer Support Email = support@us.com Agent 1 Email = agent1@us.com Phone = 555-444-3333 Agent 2 Email = agent2@us.com Phone = 999-888-7777 Our email is hosted by Google Apps for Business, our phone system is RingCentral. My specific question is this:
Why do past events still show in my open tasks ?
why after an event time has passed, does it still show in my open tasks section ??
Mail merge
Is there a way to do a mail merge with Zoho CRM? I'd like to be able to write a letter to a contact, print it and mail. Many thanks - Diane Darling
email notification on new lead no being sent
This used to work, but stopped a few months ago. I have a workflow set to send an email notification when a new lead is created via a webform or a lead is edited. Same alert - "Create or Edit" When the web form is created, the email to the user is sent but the email notification that the lead was created is NOT sent. If I edit the lead, the email notification IS sent. Is there something else that needs to be done to get the initial create email send.
Show custom related list items in Sales Order Template
Hi Support team, I want to show custom related list in inventory template of type sales order. Is it possible or not. We can show product line related list in templates as table so the same is possible for custom related list to show item all items of related list in table. Regards, Jawad
error in gmail integration
Hi The integration within gmail stopped working (it used to work). Browser is Chrome. This is the text written where usually one creates a lead or contact from within a mail: Unable to retrieve spec for https://gapps.zoho.com/xml/zCRM.xml. HTTP error 504
How do I get tasks in Zoho Projects to show up in Zoho CRM Plus?
How do I get tasks in Zoho Projects to show up in Zoho CRM Plus? CRM Plus and Zoho Projects are connected/integrated, yet project tasks are not showing up in CRM Plus. Thanks, Jeff
assigned activities to accounts are not shown in activity report
Hi, I have assigned activities to accounts, however, when I create a report they are not shown. Only the activities assigned to my leads/opportunities are shown in the report. How can I make appear the activities that do not yet have a particular project name (only assigned to the account) in the same report? Thank you for your help. Best, Stephan
On Home Screen I Need Contacts Name
On the home screen. There are 4 large boxes. I have three created. All open Activities. Scheduled and over due calls and Todays Leads First one All open Activities. The headers are: Subject Activity Type From To Due Date Status Priority. I need the have contact name listed preferable First. Can you help me. John Gurba Courtaccess@gmail.com
Email Settings Missing under Setup - Personal Settings
Hi, Our Email-Tab is no longer to be find (it was there this morning) in our ZOHO-CRM, and Email Settings are Missing under Setup - Personal Settings. Running (old) Enterprise Edition during the past 5-6 years. Thanks!
APR for Android App
Hello, I need API for my App to be Integrated with My zoho CRM.
Activites / Events view panel
Hello, I am having a few issues with the Events panel. 1. in the old version the column width would auto regluate, now with the new one it seems that is has a minimum and max width, can this be changed? 2. I can decide what column to sort by, this is clear. So I usually have is sorted by "from date" and this works fine. But often I have 4-5 jobs in this event and they all have the same date. My problem is the following: I create event "A-100" from 20-24 september later on I create event
Issues facing on Zoho CRM 2016.... Please help
Hi All, In our CRM we are facing several issues after moving in to Zoho CRM 2016. Main issue we found that, in our system we are using several custom made buttons. But now any of these buttons are not working. All these buttons are now appearing as dropdown menu. Another thing is it is not passing any parameter to custom functions. Always we are getting a value of "1". This is happening only Zoho CRM 2016 version. In older version everything was working perfect. But today we found that our older
Are there any gamification plug-ins for ZohoCRM?
Someone on our management team was reading about the gamification of CRM's. We are having a tough time getting our sales team to log all of their activity in Zoho and he was thinking something like this might meet our needs. I looked at the Bunchball and Badgeville websites, but I don't see any mention of ZohoCRM compatibility. Does anyone know of a gamification platform which ties in with ZohoCRM? Thanks...
How can I setup different Lead Layouts that are updated automatically based on the Lead status
Hi there! I need your help with the following setup task: I would like to setup a set of different Lead Layouts including different amount of mandatory fields per status (the hotter the Lead the more mandatory fields are required to be inputted by the user). The workflow action should be linked to the Lead status. By selecting a specific Lead Status, the system should automatically load the designated layout. I have been trying to find an answer to this through youtube or other sources and hope you
Assistance completing our Zoho integration....
We are a Denver/Singapore based luxury destination club startup. We are looking for someone to help us complete our Zoho integration. We have the basics done, but need help customizing and also someone who can provide us ongoing support over the next few months. We are a very tech savvy company, but do not have the bandwidth to get our website ready for launch and setup Zoho. We would welcome the opportunity to speak with someone about possible consulting work.
Account Id and Contact Id Diffrent in CRM and Support . What is the Diff between a case generated in crm and ticket genrated in support
My zoho CRM and support are integrated but when Accounts are extracted through api Same accounts have diffrent ID's . What is the diff b/w ticket in support and case in CRM
Fixing and API error
I'm submitting a Wufoo form via the API and I am getting this in the zohoResponse.log file. The mandatory field is the 'RMA - Customer Name' which is hardcoded into the PHP file and it appears to be passed. Any ideas why it still throws the 4401 error? <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Campaigns/insertRecords"><error><code>4401</code><message>Unable to populate data, please check if mandatory value is entered correctly.</message></error></response> <Campaigns><row
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