Question regarding bulk import for Tasks
Hi: Is there a way by which tasks related to potentials can be uploaded in bulk? I have more than 500 such records and I dont want to manually enter them into the CRM. Regards, Vignesh
re posting as waited 5 days for this to be moderated
Hi, I have 173 under one drop down category which i would like to have a separate list for, but can only export the full contact list. Is it possible to download only the part of the contacts list that I want to download? Thanks
Leads from other teammates in my feed
For some reason I don't see 'leads' that my reps added in my 'feed' I only see items that i have added to CRM. How do i set it up so i see the 'leads' from all my reps in a consolidated feed?
Email a contact to CRM?
Is it possible to email contact info into the CRM. I have several email addresses one on AOL where a few on my customers still email me. I would like to fwd to the mail contact to the CRM. Is that possible?
Can i have a CUSTOM VIEW or REPORT that shows me who i've emailed?
I need to see who i've emailed in the past 5 days. I can't seem to get at this information even when i've searching for contacts that i've BCC'ed. Please advise.. Thank you, Boris
send mail from contact tab
hello, in our CRM we are not using leads tab , becouse we use crm to add customer directly. So we have one tab CONTACTS were we are recording all the data of the customer and the email also. What we need is to send mail to customer directly from this tab. But we don't have any options for this, like we can see in lead tab i.e. Please can someone help to solve this problem? Thanks Andrea
Products related to Vendors-Products related to Accounts
I have Zoho Enterpise, i am new,and wonder how to add (better import) many many products to each of the Vendors Modue. I have csv file (40.000) with Accounts/VendorName and the products they supply. Like A-Company Apples A-Company Pears A-Company Apricots etc etc. B-Company Cherises B-Company Apples C-Company Pears etc. so I need in a (related Module) of Account the related Products for Each company. Similar,the other way around: in Products Module the products of each
Tags to Group Contacts
Hi, again a Topic about Tags inside Zoho CRM. I'm an infusionsoft User and I want to change to Zoho CRM. In infusionsoft and ActiveCampaign there a tags to group leads and contacts. Inside Zoho CRM tags are missing. A possibility is the Pick List type, but it doesn't work. For example: In a Picklist there are more entries A,B,C, D and F. A Contact has A and C and I want add the Value B with a Workflow or a Mass Update. It's not possible to add the Value B so the Entries are A,B and C. The Systems
Zoho from China and Japan.
My Japanese client offices in Japan and China which connect to a single instance of the CRM. Our Japan office has no problem in accessing our account and can work with no speed or stability issues. But our office in China has problems accessing zoho. I read that baihui is the Chinese partner and we need to use an account there which is completely different from the zoho.com instance. I don't want to migrate our account from zoho to baihui. So what is the best solution for this type of scenario.
Start a Campaign after Field-Change
Hi, How can I setup a Workflow to start a Camapign after someone changes a field? Thanks, Thomas
Not all leads are imported
Hi I have developed an application which imports the leads from Zoho CRM. The issue I am facing is that whenever I import the leads using the API, not all leads are imported. The PHP code that I am using is very simple. $json_data = file_get_contents('https://crm.zoho.com/crm/private/json/Leads/getRecords?authtoken='.$token.' '); The CRM application is being used by multiple users, the token being used in the API call belongs to the administrator of the CRM. The behavior is quite erratic, sometimes
Zoho Plugin fo MS Word App Installation Issue
I've downloaded and installed the app, followed all the install instructions, setting active x parameters etc. When I attempt to log into the add-in in Word nothing happens. The user is a super admin in Zoho I am running Windows 7 IE 11 MS Word 2013 32 Bit Any suggestions are most appreciated
How to disable inheritance of ownership?
Hi support, In our organization we assign tasks to the users and - after - we assign a single lead to a sale agent. When we change owner also leads all tasks related are assigned to the new owner (sale agent). To replicate: - Create a new lead - Create a new task for the lead - Change lead owner - Take a view to task owner Could we disable inheritance to task or other related elements when we change Owner ? Thanks in advance.
Plans for CRM and Projects integration
Are there plans to improve the integration of Zoho CRM and Zoho Projects? I was a bit disappointed to see that the only connection between both is associating a project to an account/contact/opportunity. I hoped that maybe tasks could be synchronized between both systems, so that the user has a single task list and a single calendar. Is that kind of integration something that we could expect in the future? We are users of CRM and interested in setting up an internal communication and project management
Mobile not syncing to desktop
I am using the latest android app, android 4.4.4, doing the troubleshooting on wifi. I just noticed when using my mobile, info I entered into an account yesterday is not showing up when I view the account on my desktop. Things I have tried: - on mobile - entered something in a unused field. went to home screen. went back to account. entry is still there. Opened account on desktop, entry is NOT there. Refreshed the page, no joy. Created a new account, then searched for it on desktop without success.
Move "NOTES" higher up the View.
Is there a way to move the NOTES section up the screen so it shows up without having to scroll down?
Mapping Custom fields based on dependency
Scenario-: 1. I have created 4 custom picklist fields, for BANT qualification in leads module named Budget, Authority, Need and Timeline. 2. I have created 4 more custom fields (text) such as Budget Notes, Authority Notes, Need Notes, and Timeline Notes in leads module. 3. In leads module, I also have a lead status pick list with 5 values (i) Known (ii) Marketing Qualified (iii) Contacted (iv) Sales Qualified (v) Disqualified Now what i want is, that above all 8 fields (mentioned in point
associating leads
We work B2B and sometimes there are related leads. The same owner or contact person may have several businesses. Is there a way to associate them.
Workflow rule triggered by new email attached to contact?
Hi Team,, I would like to trigger a new workflow action based on a new email being attached to a Contact record. Is this possible? I am using Zoho Enterprise? Essentially I am adding an email to a Contact record via the BCC Dropbox function. When the email is attached to the contact record I want to fire and event. There does not appear to be an option for this in the Field Update List in Workflow automation. TIA, Ryan
All Lead Fields not carrying over when converted to account
When a lead is converted, some of the completed fields are not carrying over upon conversion to an account. I created a custom pick list field in both Leads & Accounts, and when I convert the lead that field is blank in the account details.. This has not been a problem with this field previously. It just started happening in the last week.
Zoho Accounts/Contacts/Projects module
Our company is mainly a B2C company that has very little use for the accounts module. Is there any way the eliminate the accounts module and customize the contacts module to handle the low percentage of B2B business we do? One issue we have come across is that when we try to convert a potential to a project (utilizing the project module) it requires an account association. Is there any way to turn off that requirement? Most consumers that we work with do not have a company name. Thank you!!
Job numbers
Hello, I would like to know if it is possible to customize a field in the potentials with the name job numbers and make a rule to be impossible to have two potentials with the same job number. Many thanks, Joana
Accounts Module - Easy view & reports filter addition
Would be great if I could create a view and/or report that would allow to filter account by those with associated projects. Maybe also tasks, events, log a call, cases, etc. Criteria maybe? Accounts with Projects Accounts wit Attachments Accounts with Events Account with Tasks Accounts with Cases
Sending an autoresponse mail to new leads
Hi everyone, At our website, we have a form that provides leads to our CRM. Today I tried to create an autoresponse mail for our new leads that are created by this form. But when I tested the autoresponse mail by importing leads via the website form with
How to Setup Distributors for Manufacturers
Hello, I don't think I understand how to setup my Distributors in Zoho CRM. I understand that Distributors can be setup as Accounts. Companies we are selling to are also setup as Accounts. What I don't understand is how to indicate in the system that this Distributor works with this Company. Generally speaking, if a Distributor has a good relationship with a customer Company, we want them to continue to work together. How in Zoho CRM do I associate two Accounts with each other in order to indicate
Tag/Link to Lead/Potential/Account in Notes & Tasks
It would be very useful if there was a feature which enabled us to link to or tag a lead, potential, or account within the notes and tasks sections. For instance, if I have a lead who needs to meet with a customer for a demo, I would like to be able to put in a note like "Potential customer John Public needs to meet with @Suzy Owner for a demonstration." Another example: "Call @Suzy Owner to Schedule Demo" for a Task Title... This would enable users to quickly move around in the CRM and allow us
Wed-to-Lead not working from Website
Hello, I have created a simple web-to-lead form and applied the code to an iframe on our Google Site - www.moatvintners.com Aside from the issue when you complete the form it stays within the iframe, no lead or email, as per of the workflow, generated. Some help please would be appreciated. thanks, Mark
Captcha not working need a wordpress programmer to fix it
We have a zoho crm page and the captcha no longer works. We had it moved to wordpress from joomla and I think it broke then. Looking for someone who can fix it for us without messing up the design.
Home screen - showing the User's name on Open Tasks
Hi, The Open Tasks component on the Home page only shows the following fields: Subject, Due Date, Status, Priority and Activity Type. How do I get the field to show the User's name here? Currently no-one knows whose task is whose, unless they go on to the Activities module. Thanks, Nicole
How to move from Capsule CRM
We have outgrown the functionality of Capsule CRM and want to import all the contacts and history into Zoho CRM. Unfortunately the exported contact fields and history are in the same complex .xlsx which makes import into Zoho CRM difficult. Has anyone successfully imported ALL Capsule CRM data into Zoho CRM? I have attached 40 of our 6000 records to this entry.
Report Scheduler has stopped working
Hi, we have a number of reports that we communicate to a select group on a regular basis. Initially the reports are sent as pee the schedule, but then without fail, one by one after a certain amount of time the process stops. It might run for 2 months, but then stops - is anyone else having similar issues?
New user cannot log in
I added a new user last night. She followed the link from her invitation email, created a password and logged in. She was active for a couple of hours, logged out and now, when trying to log back in, gets a message that her email is not recognised? Can anyone help?
Report
Is there a way that I can run a report that shows clients that done have "Open Tasks" Thank you Paul
Export help
Tried to export csv of all Clients and Contacts. The export file did not contain all of the names. Please help with exporting all clients & contacts (ideally it would have separated contact types (or at least tagged). Thanks! Madelon
Date format
Hi, my first post in this form! One question. Is possible change the format of the time in italian format 23:45 and not in 11:45 PM? Thanks
outlook 2010
how would I import my contacts from outlook 2010 and can i synchronize my outlook 2010 with zoho
Mail Merge
Can I create an excel spreadsheet of my clients, mail merge through zoho is causing me huge grief
How to remove a lead from the open leads list view?
I have leads that do not qualify as viable potentials currently. To remove them from the All Open Leads list view the options I have currently are to either delete them or convert them to an account. Neither of which I would prefer to do. I want to retain them in my leads database as historical reference in case I do cross paths with them again. How do I remove them from the All Open Leads view without removing them from the leads database? Abey John
CRM Import & Overwrite : Fields do not match "help topic" descriptions
Hello, I have exported my database to do a large-scale modification to records. Now, I want to import the database and overwrite it so I can have all my new data. I run into 4 problems: 1. The Zoho mapping process has changed. On my screen, it looks nothing like the Zoho online manual. Instead, it looks like the attachment "Zoho Screenwhot Overwrite NONE NONE NONE" 2. Where the fields are "none" -- will Zoho delete the existing data in that field? 3. Zoho now insists on overwriting the field "Relationship
Cases Module - Display is extending beyond normal page width
New issue this morning within Cases module, columns, rows and light gray heading bar (just above data) on the main display are extending beyond normal width (going far off to the right) and random cells in the over-extended region are then randomly picking up the gray background color of the page vs. normal white. Tried refreshing, clearing all, altering zoom, logging out/in etc. but no help. Thus far the issue appears to be worse within Cases module, but Leads and Accounts are having a slight over-extension
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