Leads home page, how to add a heading
Hi Guys, In my Leads home page, I currently have name, company name tel number and email. I want to add a new heading, Service Provided. I have added this onto my leads page and made this a required field. I have gone to Set-Up and search lay-out and ticked the Service Provided box. I had done this already and it was working but has now vanished and I can not get it back. Why?
Custom macros
Hi, This is the first time I am posting here. I am wondering if there's a way to develop a customized macro for manipulating certain fields. Basic functionality resembles that of an IF statement and then sorting the list in different statuses by a criteria. Thanks for your help. WS
FOLLOW button on accounts
On the upper RH corner of the account and activities it has a Green FOLLOW button- what exactly am I following?
Add Log A Call
How do I add 'LOG A CALL' In the account section of the CRM? Thanks in advance
Reorder cycle representer
Hello, We were wondering whether it was possible to forecast when a customer reorders. Based on their last orders, one should be able to forecast when the customer's next reorder should/could be. It would be great if Zoho could be connected to a spreadsheet which displays the months and the customer names that are likely to reorder. I would appreciate if someone could give me more information on this. Kind regards, Cristina
moving companies and contacts to a new user
i have a user that left and i deactivated them. now i have new user that i want to move all the companies and contacts from the deactivated person to my new user.
Zoho CRM Calendar - Print Users Calendar
There needs to be the ability to print out a users today calendar. There is no way to do this in Zoho CRM.
Territory / Group query
I am going to be adding two new users to Zoho, but I only want them to be able to have access to contacts and companies who are tagged to their territory (Circle). I do not want them to be able to see everything else we have on Zoho. So if users from the UK territory assign Circle as a territory, will these two Circle users automatically be able to see this? Not sure if I need to create a group or if this is something to do with territory management? Any help would be appreciated! Thanks.
Query regarding Campaign Leads Conversion
Hi, I have created a campaign and assigned some leads to this campaign. When I convert the leads into contact and potential, the campaign page shows contacts in its page but the potentials are not associated with the campaign, What could be the reason for this? Regards
Vendors vs. Accounts
Can someone help me understand Vendors vs. Accounts? It seems that to add a Contact person for a Vendor (i.e. the point of contact at Vendor that my company actually deals with) I have to also create an Account for that Vendor. This doesn't make sense to me. Why would I want my Vendors to also be Accounts? I thought Accounts were companies that I was selling to. I wouldn't want my Vendors to also be Accounts as this will muddy up my database needlessly, but I want Contacts to be associated with my
unable to search Events module by date/time
I'm trying to run a query against my Event and filter based on a start date/time. I always get nothing returned. For example: https://crm.zoho.com/crm/private/xml/Events/searchRecords?authtoken=<my token>&scope=crmapi&criteria=(Start DateTime:2015-06-18 09:00:00) returns code 4422. But if I remove Start DateTime and search based on something else -- ie. Subject, I can see records in that time frame. Is this something that I simply cannot do? Or is my formatting of the date wrong?
Notifications not showing
One user is not seeing any notifications ( Top right - little bell) what so ever. At the same time, neither is his feeds. Users with same profile & roles do not have this issue. Any ideas?
See ZOHO Invoice information in Zoho CRM
Hello Guys, Is it possible to see the ZOHO Invoice information about a client or a contactperson in Zoho CRM? I pay for one user in CRM and in Invoice. Awaiting some respons. Yours Sincerely, Mathijs Jonkers
Reports
Is it possible to generate a report that has the lead names, description and activities/tasks in the same report? How do I do that?
need help with challenges re: sending emails
This is the message I receive when I press "send" in the email function: Unable to process your request Clickhere to go back. Privacy Policy| Terms of Service | © 2015 Zoho Corp. All rights reserved.
Generate a report that pulls data from Leads and Customers
I need to generate a sales closure report. To do that i need to report all sales closed by sales person (customer) by leads by sales person (leads). I don't see a way to generate a calculayed report from two modules.
Custom function to copy fields from contact to potential module
Did anyone created a Custom function to copy fields from contact to potential module? Suggestion or help would be appreciated.
Move contacts to lead
We accidentally convert 38 records as Contacts. Is there a simple way I can move those to Leads? Thanks,
Feeds not working in CRM
Hello, Our organisation has recently started using the feeds functionality. My colleague can see my feeds however I cannot see hers. I have checked each others settings and all seems compatible. I hope you can help. Regards Lyle
Expected Revenue Question
Is it possible to keep the expected revenue static and not change throughout the sales cycle? I cannot seem to grasp the mindset behind the revenue changing based on probability. A $50,000 revenue deal is not worth $5000 today at the inquiry stage, and $25,000 half way thru the sales process. It is worth zero until it is Closed Won, at which time it is worth $50,000. Am I missing something? I can understand the tracking of probability of the deal thru the sales process, but not affecting revenue.
How to list order details of lead when i view or edit that particular lead.
Hello, I have added entry in leads using PHP curl api. Now I want to add list of orders of that lead using api. for example lead has 3 orders then i want to show three order details in list. How can i implement this functionality using PHP curl api? Please let me know ASAP. Thanks
Does insertRecords method of Zoho API supports custom modules?
I tried what you have suggested above. But that is also not working. Below is my code: <CustomModule1> <row no="1"> <FL val="CustomModule1 Template Message">Your appointment has now been confirmed. Thanks</FL> <FL val="CustomModule1 Custom SMS Message">This is a custom message</FL> <FL val="CustomModule1 SMS Text Name">Thanks</FL> <FL val="CustomModule1 Email Opt Out">0</FL> <FL val="CustomModule1 Contact">contact@company.com</FL> <FL val="CustomModule1 Lead">lead@company.com</FL> <FL val="CustomModule1
how can I cancel a subscription?
I need to close an account. The account is in a hold because the credit card is overdue. If in the furtue we need the account again, what can we do?
DOES ANYBODY WORK CRM ZOHO FOR REAL STATE?
PLEASE WRITE TO ME AT sonia@b-link.gt
Custom Opportunity Types
I would like to have a custom opportunity type that then drives different fields presented in the Opportunity Form. Any ideas? Example: 1) Create New Potential 2) Potential Type A - Form for collection is unique to Type A 3) Potential Type B - Form for collection is unique to Type B We have different stages and other data relevant to Opportunity types. Any suggestion would be appreciated.
Workflow rules
I have Zoho Pro but I can not create more than 10 workflow rules. What do I need to do to have the ability to increase the number of workflow rules? Increase memory? Thanks Tony
Pre-populate Fields
How can I pre-populate standard drop down fields (common to all new leads) to expedite new lead data entry? -- Thanks!
Task repeating shown in my activities as not started although on opening the task it says completed
The tasks set for me on Zoho are repeating shown in my activities as not started although on opening the task it says completed. This has been happening now over about the last week please see screen shot below to indicate what I mean
Log a call issue
I have two issue with the log a call feature. 1:My Super Admin created the CRM in french. Now, most of our user speak english so I translated most of the pick list and option. In "Log a call" it is impossible for me to do anything with the call type. Right now the pick list says "Entrant" and "Sortant". I can't removed or translate it and it is annoying. Is it possible to change this? 2:Is there a way to user email reminder with the log a call function. Its there for the task but not for the call
Customised Options not appearing in drop-down fields
Hi, I have customised options for Lead Source on a Contact and for Stage on a Potential and these have worked fine for months. As of yesterday I now only see the old default options when I try to complete these fields. When I go into settings to customise the options it's still showing the ones I previously customised, they're just not showing when I am actually updating a Contact or Potential.
How to link a territory to a user?
We have a new user who is based in Singapore, is there a way for when he adds a new contact for these to be automatically assigned to the Singapore territory? Currently everything is defaulted to be assigned to the UK territory as most of our other users are based in the UK. We don’t want to restrict him from seeing the UK contacts though, but we just need to be able to differentiate between his contacts and the rest of the UK's. Please help.
Export selected clients from Zoho Standard Edition
Help please! How do I export certain contacts to an excel spreadsheet? Thank you!
Standard Edition - Exporting contacts to excel spreadsheet
Hi. I have the Standard Edition Zoho CRM. How do I export certain and or all contacts to an excel spreadsheet?
Create a report
Hi - how do I create a report? I want to run a report specifically on events.
How can we fill the field automatically based on Look up field value?
If we want to pull data based on custom look up field value to fill another field on same module automatically, how can we do that? As for example, in Cases module if we fill contact name, it will auto fill the associated account name , I just want to do same thing for custom look up field instead of contact look up that have Account name associated. Any help would be much appreciated. Thank you!
Forecasting Module in Zoho CRM
When I click on the "Setup" link in the upper right hand corner of my Zoho CRM instance I am able to see all of the CRM Modules that I can administer as an Administrator. However, the Forecasting Module does not show up as a module at all even though it is a Tab on my menu. Why is that? Am I not able to administer, edit and customize the Forecasting module? I can use the Forecasting module and it is a visible feature but I just can't administer or edit it. Also, I had a client ask if the management
Rule Trigger - Date Field Value
How can I set a trigger for one hour before an event? I see I can do a day ahead, or pick a specific time, but not one related to a date-time field in my module. I want to send an email one hour before an event I have setup in a custom module.
Creating a Report with the Total in the Currency of the Account rather than the Organization
Looking to create a report of Invoices (or Quotes or Sales Orders) with the Accounts Currency rather than the Organizations Currency. Need to see what is owed in the client currency, not the organization currency.
Email Addresses Public on Events
With the sensitivity around mails. I find it puzzling that its so hard to restrict some users from viewing emails on the crm. I have quite a few contractors who work for the company who does not have access to contact page information. However, when i assign an event to them, they can always see the customers email address. I call tech support who suggest de-linking the related in the Fields & Link Permissions section. This worked, that is until I fould out that as soon as the user edits the event
CRM Currency field does not merge to Zoho Doc template
Have a Currency field in CRM . Created a Zoho Writer template with this field included. Do a merge, but the Currency field is not shown/merged. All other data is. Any Ideas?
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