BCC Dropbox Not Working
Yet again my BCC Dropbox is not working correctly. Whenever this is reported to support I'm told the issue is with my settings. After checking I have everything correct the problem eventually (after a week or two) decides to fix itself. This time, I have checked my settings (which as usual are correct) and have found the BCC Dropbox is only delivering a copy to my Contacts, but not my Leads. Looking back this has been occurring for several weeks now, where it worked perfectly fine before that (I've
Allow users to enter a Twitter, Facebook or G+ URL to associate with a lead or contact
Currently, the only way to associate a contact's or lead's social media profile (Twitter, Facebook or G+) is to let Zoho CRM search for the person's name. However, that only pulls up a limited number of results, so it often doesn't pull up the right profile if the person's name is a common one.. Please allow users to enter a Twitter, Facebook or G+ URL for a lead or contact (in addition to the option to search). For example, in my situation, I am already Facebook friends with a person who I am adding
EU privacy policy
Hello, I see in your security policy https://www.zoho.com/security.html that you are EU Safe Harbour compliant. Unfortunately, Safe Harbour is not valid any more. EU companies (like mine) need to have privacy sensitive information (and CRM data is privacy sensitive!) hosted on servers in the EU with the EU data privacy clause signed between client and vendor. What's your policy on this? If you are not compliant to EU data privacy legislation, EU companies are not allowed to use your services. Thanks,
Account Number Customization
I have CRM set to auto generate an account number prefixed with a C for my client accounts. How can I get CRM to change the prefix based on account type. For example account numbers for clients should start with C whereas account numbers for vendors should start with V.
Free account User password set up
Hi, We have a free account with 4 users, but how do we set up the passwords of each user ? TKS Eric
[QUESTION] send an email when the status of a field changes
Hi, I've a field in Zoho CRM to determinate if the client have does the activitie or he is waiting. I want know if i can send e-mail if the value of this field change (Waiting -> Achieve) Thank you.
***Parent Account BUG. Be Careful!!
I was just setting up some child / parent account relationship and realized that the child accounts were being overwritten. If you edit an account and set the parent account, the child account will be overwritten and a duplicate parent account will be setup See video: http://screencast.com/t/ZV19r5OiXy The address information is overwritten also. Confirmation from Zoho?
"Log a call" opens a new window
I have noticed a little bug with logging calls in Zoho CRM. If you would like to log a incoming or outgoing call in the CRM you click the "Log a call" button, however this redirects you to the activities page which is fine to record the call. However what if someone answers and you would like to use the "current call timer" and complete some information from customer in the lead / account / customer / potential? I think the best solution would be to have the "log a call" button bring the info up
Invitation to team members is not sending email
I am using free version of the CRM. I have added a new team member, however, the invitation email is not going to the user. He is checking spam/junk folder, but nothing there either. I have tried to 'resend invitation' a few more times on different days, and no luck yet. Has anyone faced similar problem? Thanks!
Cannot change email address
I am trying to change my primary email address, however, when I do it tells me the address already exists, but it is not shown on my list Can you please advise as soon as convenient Many thanks David
Uploading files via Google sheets script
Hi, I am getting error when trying to upload file to Leads via google sheets script: Script: function upload_lead_file() { var attachFile = 'https://crm.zoho.com/crm/private/json/Leads/uploadFile?authtoken=xxxxxxxxx&scope=crmapi&id=yyyyyyyyy&content=C:\Users\Desktop\image2.pdf' var result=UrlFetchApp.fetch(attachFile); var output = JSON.parse(result.getContentText()); Logger.log(output); } The error is: {response={error={code=4424, message=Unable to process your request. Please verify whether you
Migrating events and linking to contacts
I am having problems migrating my events from my old CRM. I can not get them to link correctly to the contact. When I migrated I have tried putting the contact name in contact name and related to and also tried using the contact id but neither is working. Any help appreciated
Error while processing the request! Unable to send message;Reason:554 5.1.8 Sender Address Blocked
Error while processing the request! Unable to send message;Reason:554 5.1.8 Sender Address Blocked
Is it possible to put the leads on a map?
Can the leads be plotted on a map to help field reps be more efficient?
Migration problem with account - contact associations
When I ran the import wizard the first time it presented me with option to make the association of inbound contacts to their respective accounts/companies. It also presented me with the option to deduplicate. I had to undo the import due to issues and eventually I deleted EVERYTHING from contacts, accounts and potentials. Now it does not present the option to map the "Account Name" It simply is not on the map. Also, the deduplication option is gone. Why is this and how can I fix it? John Tytus
How to architect our CRM
Hi there I'm looking for advice on how to architect our CRM. Particlarly in relation to the difference between leads, accounts, contacts and potentials. We are B2C and have eight branches across the UK. Each branch has a sales manager and sales reps. The branch areas are defined by a list of postcodes for each area. Each branch looks after most of the activity within their area, with some central support at head office. Our sales model is to get the lead information, confirm via telephone, and schedule
Potential & Zoho Financial Suite
I've read a couple of posts on the forum where people were able to get this to work via a custom function but I haven't been able to get it to work - can someone help? I would like to enable a workflow that automatically updates the potential amount field based on the sum of the Estimates total from Zoho Books that are integrated/attached to the potential.
RightSignature integration
Is there any integration with RightSignature? We just started using RightSignature to send/receive documents for signature, but I'm noticing it completely bypasses Zoho; there's no way to BCC Zoho the document. Any chance for this?
Mobile Edition - User authentication error (USER_NOT_ACTIVE)
I can't login to my ipad. I am getting the error (USER_NOT_ACTIVE)
Impossible to export a report from "Visits" module
Hello, I am using both Zoho CRM and SalesIQ and I want to export a report from the "Visits" module but I can't. I have an error message saying: "Permission Denied Sorry! You cannot export this report because you do not have the permission to export one or more modules that are part of this report. To export the report, please provide export permissions to those modules in Profiles settings." The thing is I am the super-admin and I have all the rights and authorizations. I asked for live support but
Is it possible to send Bigcommerce customer info to zoho crm?
I'm now using Zoho CRMplus and I'd like to take full advantage of the campaigns integration. My scenario... Client purchases from our online store. I'd like to send the client data to zoho crm including product purchased. If product purchased = X then send an email Y days later giving them a new offer.... thanks in advance.
Gmail Contextual Widget
Right now only one of my employees can see the Gmail contextual widget, and that employee doesn't even have a Zoho account. I had the app available for the entire organization, but he is the only one that could see it. Any idea why that might be and how I can fix it?
searchRecords with Lead Status:-None
Hello, I am trying to use searchRecords for leads but I only want records that do not have their lead status set. I can not figure out the proper syntax? Thank you, Aspen
CDATA Excel Add-in requires primary key fields for updating rows, How to set?
Hi I use the CDATA.com excel add-in for ZOHO CRM, but am unable to update any table, because of missing primary key fields. Neither build-in fields nor custom autoimcrement fields are set to "primary key" in the database scheme. How can I achieve this? Cheers Michael
Meetings
I would like to know if it is possible to have an specific folder for VISITS/MEETINGS. Normally when you open an Organization you could have several meetings. It is important to have control for these meetings in cronological way. In your CRM I cann`t see it!! I know you have tasks, calls, etc but not an specific meeting. If the SYS is flexible is it possible to create it? Thanks
Zoho CRM no campaign found
Hi Zoho Team, I have a question in regards to the ZohoCampaign Email. We are using Zoho Campaign on sending out the email but our question is why the campaign didn't reflect our Zoho CRM. Note: This refers to individual record in the CRM after sending the email using Zoho Campaign Please refer to the Screenshot below:
A very basic question: how do I use CRM and Zoho email together so that all emails appear in the same place?
Apologies for what sounds like a very basic question. I use Zoho email and I've subscribed to CRM. However, I can't find anything which explains how to use them together to track all my email activity with Zoho email as my default email client. To me it sounds like a conceptual problem from my end but I simply don't understand this: can I can use Zoho email to view all my email activity sent from within CRM? if not, should I ignore Zoho email as default and use a Gmail account instead to integrate
IF function in mail template
Hi, I am looking for IF funtion in mail templates, in eg such an function: IF Salution = "Herr" Then "Sehr geehrter Herr" ELSE (IF Salution = "Frau" Then "Sehr geehrte Frau" ELSE "Sehr geehrte Damen und Herren") Is there an posibility to use it? Thank you Michael
IF function in mail template
Hi, I am looking for an IF function for an mail template, but i cant find some information. In eg. i will use this function: IF ${Leads.Salutation} = "Herr", THEN "Sehr geehrter Herr", ELSE ( IF ${Leads.Salutation} = "Frau", THEN "Sehr geehrte Frau", ELSE "Sehr geehrte Damen und Herren") Can you help me? Thanks Michael
Where can I get access to the leads that I missed?
My Web to Lead form did not work because of a changed URL in the code. My customers filled in the form, but their info didn't get to me or Zoho CRM. The form is now fixed but is there any way I can access the info that was lost? It must me somewhere..
Alterning Contacts preview info in Accounts
When in an account, is there a way of changing the information supplied in the previews on contacts at the bottom of the page? IE fax number is not necessary but i would like to see job title.
Resend welcome email to admin who setup ZOHO
I need to send the welcome email that was sent to me when I setup the account. I cannot email thru ZOHO becuase it says "Please confirm your account registration". I do not remember receiving an email when I setup ZOHO and looked thru my deleted items. There is not an option to resend to the admin?? Thanks
Can I add more than 1 email address in Leads?
When I import I sometimes have multiple email addresses, however I am told to enter a "valid email" if there is more than one populated.
Zoho CRM - Email setup for free version
Hi, I am new to Zoho CRM I have just setup a free version, but I can not see where to setup to send and receive emails. Is it possible to do this in the free version? If possible I would like to setup with a MS Outlook account. Many thanks
Creating another form
Hi I have created a form that is on my website. When someone fills in the form the data goes into my contact section of Zoho crm. How do I create another form that is for a different audience and therefore goes into another section of Zoho? Thank you
automation between zoho crm and books
Hello, I am new to Zoho and I am a virtual assistant. I get various task, is there a way to set up in zohoan automation for when I create a project or task or sort that it automatically creates and invoice for that?
Standard Field Label Has Been Changed
I changed the Leads module to a new name Power Partners. Now the Lead Source field label in the Contacts module has been changed to Partners Source. Not sure how that happened, but I want to change it back to Lead Source. How do I do that?
Combine Customer Accounts
From time to time we find that one of our users has added an account for a customer, however that customer account already exists. This is not an issue if there are no notes or activities, however it becomes an issue when we find multiple accounts for one customer and both accounts have notes and / or tasks assigned. A similar situation happens when one customer gets purchased by another.... Is it possible to combine two customer accounts?
Questions re lead section
Hi In the lead section, is it possible to add a date field so we can see when the leads came in? Also, once a lead is converted is it possible to un-convert (if lead changed their mind). Many thanks
Forecast sending multiple emails?
When setting monthly forecasts, my CEO received emails x2 for every month set. Any idea why?
Next Page