Data for Newletter
I want to export a list of contacts which are related to our different customers. I found two methodes: 1. Export a file in the zoho document view mode (For me not possible since it is limited to 100 and I have 4'000). 2. Export all contacts from the "Export data" function in Zoho (The CSV file does not show the salutation since severa attributes are together like e-mail, name etc. are all clubbed together in the CSV). Please provide me a solution on how to export all our contacts with salutation,
Linking Potentials Module to Purchase Order Module
Hello I'm trying to figure out how to populate some fields in the Purchase Order module from a related Potential. So for example, I have created fields under Potential layout that include date and location for a certain opportunity. I would like that information to automatically be populated in a related Purchase Order so I don't have to enter it again.
How to delete my account - made a new CRM by mistake
How do you delete an account? Originally, I wanted to add another email to access my CRM (this would only be the second email that has access to my CRM), but ended up making a new CRM by mistake with my other email. What is the best practice to fix this mistake so I can get my other email linked to my CRM? Thank you!
How can I view call details?
I have a completed call associated to a lead. When in that lead, I can't click on the call to view details of it - @the record I am trying to access is not available'. It says I either don't have permission to view it (I do - I created it) or it has been deleted (it hasn't). However, if I 'search' for the lead, and the call comes up as a 'results' option, I can view the call that way. How can I make it so that I can view the completed call details from within the lead itself? Thanks, Matt
Can I add emails that have been sent by users on to the home tab?
Is this possible? It would be useful for our users to see correspondence that other users are sending. So ideally it would have the users name, the contact they have sent the email to and the subject title or something.
Email Template
We have over 200 email templates somewhat divided into folders. I would like to see: 1. Folders that drop down to show emails and closes up so you just see the folders name 2. The ability to allocate emails to various modules and not lock it into one particulary module. If I want to see an email in leads & contacts, I need to cut and paste the email into another template. Thanks for reading.
Create potential from lead
I am working with Zoho CRM and I am using Leads to document whom I am trying to attract to be a customer. When I have the opportunity to send a proposal I would like to create a potential BUT I do not want to create an new account until the Lead really are a new customer ie a new Customer account. Does anyone know if there is a possibility not to create a new account when converting Leads into potentials?
sending email template not working
I set up a new template for leads, when I try and send an email by clicking on the sen email button an email comes up not a drop down list of templates. How do I access the templates from the send mail button
COMO CREAR UN CAMPO EN CONTACTOS?????
ESTOY USANDO LA VERSIÓN GRATUITA DE ZOHO, PERO NECESITO PONER EL CAMPO DE SITIO WEB EN CONTACTOS Y NO ME DEJA :( ALGUIEN SABE COMO HACERLO???
Is Opportunity associated with an Account or an individual Lead?
I'm bit confused with the term Opportunity and need following clarifications based on your use-cases: Is Opportunity associated with an Account or an individual Lead?: As I understand, during lead's journey in Marketing-automation funnel, a lead is tracked individually. In the sales-funnel, salesperson attaches any potential revenue/opportunity note with this lead and converts it to a Contact. Finally, multiple contacts get associated with an account and an opportunity amount is added at Account
FEATURE REQUEST: Daily Digest Emails summarizing activities so I can plan my day.
Hello! Batchbook and BigContacts both offer scheduled daily-digest emails that highlight a user-selected set of CRM info, like upcoming appointments, calls, tasks, etc. As well as a summary of the previous day's activites, sales, etc. This is certainly a formidable hole in the blanket of Zoho CRM coverage. :-(
Import all informations between users
Hi, One of aur employyes is not working with us anymore, so we are trying to give all the information of her to another user. Thanks for the help.
Notification of Deleted Items
Is there a standard way (outside of a custom workflow) to notify the administrator when an item (Activity, Lead, Account, etc.) is deleted by a user?
Account "Feed"
I wish there was a "feed" on the Account page. This would show all communication of any type with any contact associated with that account. Currently you can only see events (calls, meetings, etc), notes, and potentials in each respective section, but no emails since they're listed under the contact. Having one place that shows ALL communication would ideal so I can see all the different correspondence between the account and different departments in my organization.
What is the difference between potentials & quotes?
Hello, Could somebody help me to understand what is the difference between potentials and quotes in Zoho CRM? I know that there is an explanation in Zoho CRM on what potentials/quotes mean however I still don't understand how would this make a difference for my reporting if I'm using only potentials or a quote? Does it make a difference if instead of quotes I use only potentials? I hope someone could have a simple explanation. Thank you in advance
Import existing contacts
Hello, I'm trying to upload my potential customers from an Excel file uploads the file but when all the fields are empty and not charge me the information All fields displayed as "None"
Defining a field
Hi I have a problem, I would like to predefine a custom field for numbers. So that there would be spaces in between numbers. Example: 00 356 488 Or 00 4584 5468 456 Is something like this possible? Thanks in advance Stevan
Standard Edition Backup - Am I entitled to 2 free backups/month or does it cost 10$ per backup?
Its unclear to me whether I am entitled to 2 free backups/month or whether I need to pay $10 per each backup. Can someone please clarify?
WebForms
When I create a webform it has no outline for the data entry boxes. Although the form looks great in Zoho, when I embed it in my website, you can't tell where the data entry boxes are. Is there a setting for that?
Attaching a quote to a Lead
I am going through the trial. Is it possible to attach a quote to lead? The reason I want to do this is so I can separate existing customers from prospective customers. If everyone is entered as a contact or account I do not know how to distinguish between users and prospects. I know you can attach quotes to potentials but that seems to be very limited in what information you can attach to a potential. I prefer the leads category much more. Any help is greatly appreciated.
Merging website contact us into CRM leads
I am wanting to take our contact us box on our website and have those inquiries drop directly into CRM and populate as a potential lead. Can someone help me with how to accomplish this task?
Fields in Contact Section in Account?
I imported data that included Contact data, including First/Last/Email but I can't figure out a way to import this so it shows up under the account. I imported it to Contact but that does not help since it is not associated with the account. Is there anyway to import the contact data and have it show under the account tab?
Mass update the field "Industry"
I am trying to mass update the field "Industry" on several hundred records to reflect :schools. Doing it manually one at the time is time consuming. Is there a way?
Log a call > Completed Call - Seconds count
Log a call > Completed Call Is there any way to add specific time in seconds to the call? The fields are editable but data entry is impossible.
Only recent notes to be shown in ZOHO CRM report
Hi, I am trying to export the opportunity activity report for a rep including any notes created/edited by him on a particular day. I am using "Last activity time" to filter my data for a particular date. But, I am getting multiple rows containing same opportunity but different notes including notes that were created months ago. I want only the notes created/edited on a particular day. But I don't want to exclude the rows where there are no notes. Is there a way around for this ? Thanks
Leads to be sent to a User: Zoho CRM Plug-in for Microsoft Outlook
Zoho CRM Plug-in for Microsoft Outlook Hello, I have recently administered the migration of our clients website and I would like some help and clarification regarding how to redirect leads captured using a web form to one manager that is included in my list of Users using Zoho CRM Plug-in for Microsoft Outlook and another who has both Zoho CRM Plug-in for Microsoft Outlook and Zoho Mobile CRM edition. Basically I want my managers to receive the leads generated by the form embedded in the website
Dedupe by a specific field
I have created an entity number field ( which corresponds to our system numbers). Is there a way to dedupe by this field? all the options I see is Account Name, Phone, Fax and Website. Thanks
Produce a printable Lead Report
We are collecting name, phone, city, state and Notes for each lead we create. Is there a way to produce a report that shows only this information, in either a printable or emailable form?
Data export
Hi - can I export contact data together with the corresponding notes? Or to export contact info and notes together do I need to request a CRM backup from Zoho? I am using enterprise version. Many thanks Vicky
Quick Edit for Lead Status field dissapeared
Hi We always used popup Edit functionality into Leads module in view mode. But today this functionality dissapeared. Now to edit Lead Status I need to press Edit buttos to turn Lead to edit mode and then I have ability to edit Lead Status. Is it possible to get back quick edit option? How can I do it?
Move products Up & Down on Quote – ZOHO CRM
Hello, I would like to suggest a feature for the quoting process on ZOHO CRM. It would be nice if you could rearrange items/products on the quote instead of only being able to swap them out or delete them. Maybe you could add a Up & Down arrow that would allow you to move the products around in a particular order. Thanks for listening! Jeremy
Zoho CRM and Twillio
I know Zoho support now supports Twillio. But what about Zoho CRM? I had heard a rumor this was coming a few months ago. Can you provide a status update?
Hyperlink as Field Type (for carrier tracking numbers)
Hi, I would like to have a carrier tracking number field in my potentials module where I can click on the number and it link me to the correct page on the carrier's site. Currently this is not possible. I either have to just store the tracking number and then copy and paste that into the browser or input the full url. Please make it possible to have a hyperlink as a field type or implement some other solution that solves this problem. Thank you.
Can't access/view/edit contacts and leads in CRM
Hello Guys, I am new to Zoho and using zoho since a month back, I was able to see and edit all the contact details of all patients/customers but for the last one week i cant do that although i tried logged in my account using different pcs , i also asked my administrator either he prohibited me to access contact details but he said he allowed me to view and edit contact details but still whenever i search any contact name this message appears. The record(s) you are trying to access is not available.
Creating a contact view with a numeric value
i am trying to create a view based on the Member Status field. I want to it to pull any records that have clicked in the email campaign You can create the view as; Member status contains = {Campaign Name}-Clicked Count-1 but this does not capture if they clicked more than 1 time. I tried these: {Campaign Name}-Clicked Count-<=1 {Campaign Name}-Clicked Count-)<=1) And neither seem to work. Any suggestions on this without having to count to the highest click count? Leah
Picklist on the city field
Is there a way to change the city field to a picklist field? I have a lot of clients that on work on a small geographic area, so there are only about 20 cities in their area. It would be nice to have a drop down that just list those cities. Lanny Brown
Zoho Sheet - address and postal code fields
How can we export to Zoho Sheet the address and postal code fields of my contacts, from my opportunities?
CRM Macro Covert a Lead?
Can you make a lead convert on run of a macro? If so, how? I don't see how out of the box with just field update.
Introducing "Due in Days" in the Criteria for Date and Date-time Fields!
Zoho CRM now lets you set criteria for date and date-time fields based on the specific number of due days. As you may already know, the criteria for date and date-time fields in Zoho CRM is set by defining the age of the records. For example, "Potentials that were closed in the previous month" or "Tasks due in the next month" . However, you could define the age of the records only in terms of a day, week or month and not in terms of a specific number of days. Recently, we introduced "Age in Days"
How can I add contact role related list into product
Hi, Please tell me how can I add the contact role related list from potential to product. Thanks
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