Customizing Accounts
Hi, I'm just starting to use ZOHO CRM beginning with the creation of our exiting Accounts. I have a few Accounts that are integrators and/or distributors who we bill and receive payment but the underlying business is for their customer. I'm wondering what is best practice so that I'll be able to do invoicing and also reports and forecasting. For instance, all the business and billing goes through "Fred the distributor" but there are multiple customers such as Fred'sA, Fred'sB...and so forth. The
Managing Contract Opportunities in Zoho CRM
Good Day I would like to enquire as to the best way to manage contract opportunities in Zoho CRM. (If a customer signs up for a 12 month contract at a fixed fee.) Is this opportunity captured as one (i.e. Monthly fee x 12) or is there a way to apportion the amount in alignment to a revenue target in the Forecast module. Your advice will be greatly appreciated. Thanks and Kind Regards Nadia
how to mandatory field when we select any other field value
We have two field first field name country and second field name city and both field type is pick list when we select any value in country field then city field must is mandatory without click on saving button.Please let me know how to do this many of thanks
Data in Zoho CRM
All our Data from Highrise is migrated to the Contact Manager. Is it possible to add the data to Zoho CRM now? I want to use Zoho CRM with all my old Highrise data including our tasks. It's very important for us not to lose any data. Hope to hear from you soon. Kind regards, Johannes Baas
CRM Leads
Hey Guys I"m piloting this CRM portal for my company too see if it will work with what we want to do. One thing i'm having a tough time with is being able to mark a lead as complete. Is this feature available?
Custom CRM fields
Hi everyone I'd like to do 2 things with custom CRM fields and haven't been able to: 1. I have a check box in my Accounts tab that I'd like the related contacts (custom field) to reflect. I also want to be able to modify all related contacts' check box from the Accounts tab. Is that possible? 2. When creating a related contact, I'd like the address of the organisation to auto populate for that contact. Is that possible? Thanks in advance!
Custom fields
What happens to custom fields which were added while using the trial version, if we decide not to continue with paid version for time being and just use free version for some time
Clone Layout to all user
Hi, I have setup the "Account" layout I want to be used by all users. How to I clone my layout to all the other users?
will I keep my records after 14 days trial?
Hi, I am interested in to pay ZOho crm licence. I start to import leads; but I will start my activity in 1 month. In 14 days my trial will expire. When I will pay in 1 month, will I still get all my records saved in my zoho account? Or everything will be removed and I will have to import all again? Regards Gauthier
Needs to update the sales order record by deleting the existing product details and add new product
Hi there, I am using ZOHO CRM API for creating and updating records. Now, I have created a sale order record with one product on product details section. Now, I needs to update the sales order record by deleting the existing product from product details section and add a new product on this record. Is this possible? If I try to update the sales order record with new product details by using <product no="1"> tag , it will add the new product as second product rather than overriding the first product.
Custom Field Update on Automated Rule>Action
I generated a custom field on the Potential field I want to setup a specific value when a new Potential is created. I went to the Automation section to setup a rule. However in step 4 I dont see the option for a field update. I just see an option for "Send Alerts" or "Assign Tasks". Why can't I see an "Update Fields" as per the screenshot here: https://help.zoho.com/portal/en/community/topic/field-update-custom-field-on-automated-rule-action
problem with closed user
Hello, We have a problem with adding a "new" user. The user was closed accidentally because the user´s email address needs to be changed. Somehow the user cannot accept the invitation of ZOHO CRM because "it´s already part of the CRM account" How can we solve this asap?
ITA/EU cookie Policy
Hello to comply with the EU/Italian privacy legislation I need to understand what kind of cookies are stored by Zoho to visitors when they use web to case forms: technical cookies of profiling cookies. (art. 1 - lett. a - the English version: http://www.garanteprivacy.it/web/guest/home/docweb/-/docweb-display/docweb/3167654) My case: in my website we have embedded a "web to case form"; visitors fill in the form and send us the web form, then get an authomatic "thank you" reply by email and that's
BCC Email trigger
Hi Is it possible to trigger a task to be created when an e-mail is sent to a lead and/or contact? We are currently using the "Old Professional Edition" with the bcc email function. Thanks in advance for any help with this.
How do I transfer the information contain in a Large TextArea into a Small TextArea?
Hi, I have been trying to filter my contacts based on the content of TextAreas for a while now and I have just realised that you can do that if the information is in a Small TextArea (Not in a Large TextArea). As the Small TextArea is a fairly recent feature, I will need to transfer the information from my Large TextAreas into a Small ones. What process should I follow do that without lost of information. Thanks, Gwenolé
Fetch Data From another Report
If I create stateless form with single submit button.....when i submit that button i want to fetch data from another report [zoho database] how do i acheive this problem
Carry over values from Custom fields to System Default Fields
When I try and convert a lead in to a potential, it gives me a few default options like "Amount", "Potential Name", Closing Date", "Status" and "Contact Role". I've managed to equate the amount field from Leads and carry it over to Potential. However, I would like to do the same for potential name. In our case, a potential is a project, its not a company. So, I created a Text field in Leads with the name "Potential Name' wherein a user would fill the project name. Upon conversion that value should
We recently upgraded and now cannot access our activities
When we try to open an activity, we get a message saying "The record(s) you are trying to access is not available." This is true for all activities, even new ones created 5 seconds ago. We upgraded from free to Pro on Friday. How do we fix this?
Support Pin Verification System For Sale With ZohoCRM
Hi Everyone. I have a support pin verification system for sale to someone that would need it. This is how it works. ZohoCRM will generate a pin number when a new customer is added. So when a customer dials in for tech support for instance it will require the customer to enter a pin number. The customer will then enter that number and our system will verify it against zohocrm records. If its approved then the system will transfer them into a queue; however if its not approved then it will route them
Anybody using digital signatures with ZCRM?
Just wondering if anyone is using digital signatures to sign invoices, quotes etc... How is it working out? Any issues, pitfalls to look out for? Do you integrate with a third party accounting software? I've looked at some apps like echo sign from Adobe... Still a lot of extra clicks to sign. It would be "amazing" if a digital signature field could be added to Zoho!! Thanks Kevin
Exporting contacts to LinkedIN
Does anyone know how i can export my contacts (6000+) into csv or xls format to be used as imports in LinkedIN? or is there any add on for LinedIN??
Import from CRM - Account Owner, Last Modifed ID and Created By ID issue
I am trying to import accounts from our previous CRM using the Setup --> Data Administration --> Migrate tool. I need to retain the Account Owner information, as well as Created By and Last Modified By users. It appears that I am unable to set the Account Owner on any records through this method - it assigns my user as the owner on all Accounts, regardless of what is in the Account Owner field. I have tried the user's FirstName LastName, Email Address used to log in, and the actual internal ID that
"View" Name not showing
When switching from one View to another the name of the current view is often not displayed. This is not a huge problem as I can just drop the menu down and select the view I think I'm on in order to verify. However, this is still annoying and I only noticed it happening recently.
Can I lock Events?
I need to lock the option to edit past events. Help!
Using Fields to create a chart
Hi is it possible to have a number of fields whos values would show up below in a chart for historical reasons. for example,I am selling a number of variable priced products. I want to be able to enter the day, the product and the price paid, by that customer and for me to see that in a chart form. (see below). Is this possible? Thanks David
changed name and now all data invisible
Dear Support, I changed the name of the Superadmin including the contact email and now it seems all leads, contacts etc. are invisible (hope they are not gone...). What can I do to let's say transfer the rights of the "old" (deleted) user to the "new" (existing) Superadmin? I still have these "verification codes" and hope they can be of help. Appreciate you help. Kind regards
Account main contact field
I have learned that I can search contacts to drop into the Main Contact field. However, when I do click on the search icon, all contacts in the data base show. Is there a way only that account's contacts will show? (Just as it does in the quote)
Webform and assignment issues
I have created a webform and the rules to allow the different users to be assigned leads on a round robin basis. Firstly, I am having problems with the actual webform. When I complete the webform on my site and fill all sections a short while later the lead is added successfully. However, when I view the new lead I cannot see the phone numbers or title that i entered on the webform, i can only see the names and email plus other automated data like the URL...etc. How can this be fixed? Secondly,
Duplicating Address in Contact details
Hi ZOHO CRM, I'd like to do two things here: 1. Contacts linked to an Account should have their addresses automatically filled in. However, I can't quite get this to work. I'm currently using customised address fields. What would you suggest? 2. I'd like to activate/deactivate an option in an Account that adds/removes all the linked Contacts for that account from a list. Would I be able to do that with Lookup or other custom fields, please?
Super Admin Password needs changing
Cannot change my Super Admin email address. Click edit does not work. This is the only information that cannot be changed. Can we add x2 email addresses to Super Admin? Thanks. Regards jeremy@itconfidential.com.au
Can i make the Sections in Potentials dependent on a field?
I would like to have only certain sections visible depending of the a field selection. Is that possible? For example, depending of what i choose in "Customer Type", i want to only see the sections of the layout i would map to that Customer type. Is that possible?
Adding a field in Contacts for the person's LinkedIn page address
I read the thread on the terminated integration arrangements between ZohoCRM and LinkedIn. However, until this matter is resolved, I suggest that you provide a field for a LinkedIn page on the Contacts module. In this way I can copy and paste the url from LinkedIn to Zoho. Not perfect but better than nothing. Like When I click on it, the link should directly open on the contact's LinkedIn page, if I'm already signed in. Thanks
How to create monthly pop up/ email alert?
Hello, Is it possible to create monthly pop up/ email alert per client type? For example I have 3 clients' category : GOLD / SILVER / BRONZE GOLD clients need to be called once a month SILVER clients need to be called once every 3 month BRONZE clients need to be called once every 6 month I would like to have a alert when the Sales have reach the time to call them (i.e. last call for a GOLD client was more than 1 once ago). Thanks a lot for your help !
Have email show up on CRM account main page
We are interested in having ZOHO show the emails between our staff and the client on the main account page in the CRM. It is not useful to have to click on contact, then click on email, to see the emails. A brief line that we could click on to see the remainder of the email via a pop up is what we are looking for. Please let us know quote/time. Thank you
field entry that creates a chart
Hi, is it possible to create a number of fields that outputs to a chart (see below)? What I am trying to do is enter a set of information that we can refer to later. ie. what did they do in the past? is this possible?
No puedo exportar mis contactos
Hola, He intentado exportar mis contactos a través de administración, exportar clientes. Pero el documento excel se me descarga sin separar mis clientes, y sin separar cada uno de los campos. Así es como se descarga. Necesito una solución urgente. Gracias.
Company name displayed on Home tab when viewing tasks
Trying to evaluate this program. Are you able to customize the Home view to show the company name rather than lead name when listing tasks?
Share information with a new member whom you invite
Hi.. I want to know how all the information that i have on zoho can be shared when i invite a new person to join.
Creating distributors for manufacturing companies
Hi, I would like to know if it is possible to create a figure of distributors that receive a merchandise under the figure of consignation and only pay me when our final costumer buys. I know that i can create opportunities but this ones would only be won if the final client buys but what if the distributors is the one involved. Than you.
Read only option based on stage selection in CRM
Hello Team, I would like to know if there is an option where after choosing a particular stage in CRM the potential automatically turns read only. In this stage the general users should not be able to edit the potentials. However, admin users can do so. Thanks & Regards, Divya Sundaraju FundsIndia.com
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