Mass Delete products and skip associated records
We have a database of 24,378 products in Zoho, We are planning to sync product with Magento eCommerce. Magento will be overwriting CRM products. I want to clean the CRM of all product records before the sync begins (although, I know that deleting products that are associated with sales orders, quotes and other records will not be possible). I would like to delete all product records that are not tied to other records. The problem I have is that when I attempt a Mass delete operation on the product
HELP....
I really need some help with my CRM system and Invoicing but no one is answer the London number
Outlook Task Sync Automatic or Manual?
Is there a way to setup the Outlook plugin to sync tasks automatically on a schedule or do I have to go in and manually sync tasks everytime?
Permission to delete
I do not want my users to be able to delete anything - leads, contacts or accounts. How do I set that up?
Moving from one lead to the next in Zoho Campaigns module of CRM
Currently when looking at a lead in the Zoho Campaigns module of the CRM, you can't go directly to the next lead on the list. Instead, when you hit the back arrow (next to edit) it takes you back to the top of the campaign page. This is very time consuming. Please add a feature to be able to easily move to the next lead in the list.
Categorize Leads
Cab Leads or Contacts be categorized?
Mention email notification - reply by email
Suggestion: allow users to reply to automated emails from Zoho which would in turn update the relevant record accordingly. For example, a colleague mentions @ my name on a Lead for which I receive an email notification from Zoho. It would be great if I could reply to that email (instead of having to go through to the CRM) & my reply would automatically make its way to the Lead.
Leads to converted leads??
I am not finding any option to Convert leads into Converted Leads. I am using ZOHO CRM Free edition. Please help.
New user can not see any file
Hi guys I'm the Super admin of our account and created a new role for someone new in our company as a manager\administrator. This person can get to the account but he can not see any of the files we have there in documents and work on them - what can be the reason for that ? Thanks
Lead Source in Custom Views
When I create a custom view, I have to select the criteria. I am interested in viewing by using lead source. When I drop down the box, I see all the standard options as well as the lead sources that were imported from Hubspot, but I am currently importing lists with a different lead source. I made a lead source column in the csv file and gave it the name I would like it to have, but that lead source does not appear in my criteria for a custom view. How do I get a new lead source to appear there?
Web Lead Form not using correct dates
Hi, I have a form on my site which creates a lead on my CRM system: http://www.thesafaricollection.com/contact/ All works fine, except the 'Travel dates to.' field randomly inserts an incorrect date. The 'from date' seems to work fine, so I know it's working - I am using mm/dd/yyyy. Any ideas? thanks Matt. (Developer)
Stage and probability mapping for Contact stage
I want to change our set-up so that instead of the pipeline reading information from the potential stages it reads from the contact stages. i.e the contact stage will be won/lost but the potential will never change... I can't see if it is possible to change the stage and probability mapping for Contact stage, any help would be appreciated. Many Thanks, Tom
what is the minimum requirement for email integration?
I have a Standard Account, but in the overview (compare plans) I cannot find in which plan Email integration is available. Note that I am only 1 user, I read some posts that this is only possible in Enterprise, with a minimum of 2 accounts?
Lead fields
Why are the first name and title fields swapped around?
How to write this formula field?
hi there, I would like to write a formula field, to result: if (Date now - Birthdate) is bigger than 120, then return Yes, if not return No. How can I write this? I tried many ways but I am not good at this. Thanks. Sephy
How do I "unassociate" a form with a custom tab?
Hi, I developed an App and Form in Zoho Creator to test to see how it works. I imported the app/form into Zoho CRM and liked what I did. The form required some changes, which I was able to do in Creator. Now when I try to import the app/form into Zoho CRM again, I get the following error message: "This form is already associated with a custom tab. Please choose another form." I tried to find the custom tab, but can't find that either. Where/how would I break the association? Thank you! John Galich
Adding <<Contacts_Notes>> Field to merged Doc
I've created a merged Word doc to print a Work Order for my tech dept. Every field merges except the "Contact Note" field. I've physically copied the notes from ACT! v11 and pasted them into Zoho's Contact Note field. Can the Contact Note field be merged into a Word doc?
How to Delete a Group in Feeds
Hello. How do I delete group in the Feeds module? In addition, if I set up auto-follow rules, do the rules work within a group or is this for everything?
Displaying only MY tasks
I am the owner of the company and one of the administrators on the account. But I do not want to see EVERYONE'S tasks. How can I change settings to show only my tasks, leads, etc?
Quote issue - URGENT
see attached. currency CNY. pretty impossible to edit line of offer in quotes, after a quote is created Same appears whatever the language of interface : english, chinese, french... Please fix it. Best regards Daniel Rivalin
ZOHO CRM lacks basic CRM function...unbelievable...
ZOHO CRM is crap...here is why...#1. in/out emails are not saved to a contacts record...basic CRM101 - heck one of the top 5 reasons to have a CRM. #2. zoho.com email is snagged by most spam filters so only a small percentage of your emails will get through...it's a huge pita...most CRM's let you use your mail server...ZOHO grabs it and sends it through the zoho mail server which in the past allowed spaming so it got blacklisted so that means your emails will not go through... - basic 101 CRM features
Notification of record owner when notes are added
Hi, Is there some way to notify the record owner of lets a potential or contact when notes are made by other users? Lets say Contact A is owned by Staff B. Contact A then calls the company and staff C picks up the phone. Staff C answeres the questions that Contact A and add a note in the CRM regarding the phone call. Since the potential is owned by Staff B this person should know about the conversation in order to keep in the loop and do the needed follow up. Is there are way - other than manually
Issuing alerts associated with Notes
Is there any way to create a workflow rule that issues an alert when a Note associated with a Potential, Account or Lead is created or modified? From what I can see, Notes are the primary document used to for Client Visit reports but I can't figure out how to disseminate that information through the sales organization. So far I have only been able to generate alerts associated with changes to the core data for the Potential, Account or Lead. Any suggestions would be most welcome.
Is it possible to email notes to people outside of zoho?
I would like to email notes that are made on leads and accounts to people who are not in zoho. Is that possible?
Introducing the Zoho Social - CRM Integration: Measure revenue generated from your social media marketing efforts
My name is Meera and I'm a Product Manager for Zoho Social, an all-in-one social media management tool that helps businesses grow their presence across social networks. If you haven't tried Zoho Social yet, here's a brief rundown on the features: You can publish and schedule content across social networks, monitor what matters to your business and get access to reports that help you understand and engage your audience better. You can manage multiple brands, work with a team, and use Zoho Social
creating a task
hi when creating a task, is it possible to have more than one owner. i want everyone to see it. and i also want an email sent to all users if a task is created.
Idea - Lists (Accounts, Contacts, Etc.) Alphabetic Selection Links
I just wanted to express that I think it would make more sense to have the A through Z links available at the TOP of the page instead of the BOTTOM. When I select "Accounts" being able to quickly select the letter would be more ergonomic than always being required to scoll to the bottom to make the selection, particularly on a laptop with reduced vertical screen area. This would apply to all categories that have multipage storage. For what its worth...
Delay in Receiving Emails
Hi there We have a form on our website When this form submitted the emails are not arriving to my inbox for quite sometime, over 24hours in some cases. We have tested to a Non Zoho account and the email arrived within seconds of submitting the form. Leads/Contacts are being generated in the CRM, just not email to notify us of these new leads. Could you please help us figure out why this is happening?
How to use Zoho API from excel sheet using Macro written in VBA?
Hi, I am working on a large data. And Zoho crm is not allowing me to do my work as there are some limitations of Deluge script execution lines. So I am using MS Excel to get my task done. Here I am using Macro, in which I want to delete records from excel sheet by using Zoho API. The code that I am using is: ------------------------------------------- Sub DeleteRecords() Dim XMLHTTP Set XMLHTTP = CreateObject("MSXML2.XMLHTTP.6.0") Dim parameters As String parameters = "?authtoken=<AUTHToken>&scope=crmapi&id=<RECORD
Activity Report with Notes
I'd like to get a daily/weekly that shows activities accomplished and the notes. this will allow me to track sales calls and their results for employees. Presently, I can't figure how to tell if anything was done, even if notes were taken. Ideas? Thanks, Jamie
Importing Accounts
The 'Next' Button on the Import Accounts page is not working.
Importing Accounts
I am tring to import groups of contacts. It has been working fine but all of a sudden the next button on the Import Accounts page has stopped responding. Any one help?
Multi - page print out
Dear Zoho worker, Need assistant on setting up a form. currently when printing our invoice, i need to include a shipping mark to buyer per each item. And, with only a single product, I can do this, but with more than one production, it won't work because the printout only prints the 1st production found, can there be a way to fix this. attached the HTML for your review. ${companyLogo} ${Organization.Organization Name} ${Organization.Street} ${Organization.City} ${Organization.Country} Tel:${Organization.Phone}
Editing estimates in CRM accounts
PLEASE HELP!!! URGENT When editing estimate in CRM clients account, when saving "Error saving this..." appears.
Importing contact email alongwith potentials data
Hi, I am trying to import only Potentials information at this stage (using a csv file) into CRM. I want to use only the Potentials section of the CRM. When I import, I want to add contact details (name, email) from within Potentials. (Need to add this info, since I wish to send bulk emails to them). Is there a way to add the contact info directly through my potentials import? Regards, Vish.
Zoho CRM sales person to see only his leads
Hi Dear friends, I have few sales persons, and i want both of them to use the CRM but not to see others leads or potentials. Only the Admin user, myself, could see all of the pipeline.. Can someone advice if this capability is available on ZOHO CRM? thanks a lot in advance!! Ronen.
Blast emails
How do you set up blast emails so that the recipient list does not show?
Total Invoice Dont Show
Hi, I was create a template to export invoices and all ok, but today i want to add another row to display something more and when i export to PDF Total Invoice dont show doesn't show. I put correctly the paragrams {total.invoice} like template creator. This bug is really annoying, how i can resolve it ? U know about this bug ? Thanks a lot.
Maha Harish - Pls help
Dear Maha, I think there's a mistake here as I am keep receiving replies from you to all of the feeds you replied to. Can you look into this and let me know how to fix this. Hi keithso, Maha Harish has responded to "How to Create CustomModule Records Potentials & Account Lookup via API?" Hi Andreas, Please confirm whether you want to create a new Custom Module record and associate to an existing Potential in a custom lookup field. If yes, you need to specify the exact Custom Field Label(ex
Custom Lookup Field with additional filter
Hi Zoho Support team, I like to add a new lookup field to the Potentials module, Lookup type Account. This works fine basically, however, I want to lookup only for Accounts of a defined account type here. Is it possible to add a pre-defined filter criteria to lookup fields? Thanks in advance.
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