Import Contacts of 500 but only showing 270
Hi Team. I am new to Zoho CRM.. our company has our own Zoho subscription and since I am the new System Administrator, I would like know what am i doing wrong. I am trying to import 278 contacts, but only 270 is imported. No duplicate information, less
ENHANCEMENT REQUEST: Ability to change name of Link in Attachments
Hi, We often attach a link on sales potentials to a folder on our storage drive (to save uploading large files to Zoho CRM), but the attachment link comes through with the name "Untitled" rather than the name of the folder. It would be much more useful
Reject leads based on last chat message on salesiq zobot
Hello! I have an integration between salesiq and zoho crm. visitors with name, email & phone are automatically sent to zoho crm leads for approval. Here's the problem: Zobot prompts recurrent visitors (that have name, email & phone filled) with a "would
Import Notes to Account - Not Allowing Mapping of Date & Owner
Greetings all, We've been planning our conversion from our home grown CRM to Zoho, and all has been going very well so far. I'll give credit to the Zoho CSV import tools, they are pretty easy to use and clear in the data mappings thus far. (Here comes
how do i flag a lead as hot, warm or cold
There are all the lead statuses but how do I just flag all my leads as one of the 3 stages (hot, warm or cold) and then sort them in the list?
Import notes from multi-line field
We have always used a multi-line field to type in notes for our contacts but I'd like to move over to the actual "notes" section instead. I have been putting this off because I don't know how to import the existing data to the notes section. We currently
Sales Order Creation when contact is created
Hello, I have Created a work flow in which when a contact is created sales Order is automatically created. I have created a zoho form as well and integrated the form with contacts module of CRM. When i fill the form and submit it a contact is created
Email Indexing Location and Criteria
Hey All, I'm trialling Zoho CRM with a view to move from an old system we're using and getting the email functionality to work how we need it to is integral to our potential switch. Although Zoho's email functionality in the CRM is looking great, I can't
Upon converting a lead, send multiple emails
Hello - I am trying to set up our CRM in Zoho and have hit a wall with what we need for our organization. I am quite new to CRM admin, so any help is appreciated. We receive leads, which consists of users needing medical assistance. We also have organizations
Zoho CRM in Spanish
Hi all, my name is Alejandro and im interested in the Zoho CRM, but i can see that spanish not is a option lenguaje, please can say if Zoho is translating the software or need help for translate?? Alejandro alejandro@alejandroperez.es alejandro
Is it possible to have Notes under an account only show notes for the account?
Just noticed that when I open an account it shows tons of notes because it is showing me all the notes that are under every opportunity under that account as well. Is there a way to only have Notes on an account show ones that are saved on the account and the ones that are on an opportunity stay with that?
CRM Total Touch Point Score increases every 30 minutes
Some of my leads on CRM have had their Total Touch Point Score incrementing every 30 minutes or so, and their scores are vastly different from their scores on Campaigns. I am aware that CRM and Campaigns have different scoring rules, but the gap between
check email on lead and contact, THEN update one of this OR create new lead
I have always wanted not to have duplicate personal data on the crm. I normally want a new contact to be inserted as a lead, and only after some procedures that this becomes a contact related to a company. If a person is entered as a lead, they cannot
Can i extend the data capacity in the field "Report to"?
I am using the field "report to" in zoho CRM PLUS but there is a limit and a message appears saying "you can only "report to" 200 contacts. Can i extend that limit?
Introducing Motivator for Zoho CRM: CRM adoption via fun sales
Sales people are competitive by nature but data entry makes selling monotonous. Sales reps end up working mostly offline and wait for the routine report to feed that ambitious spirit. A CRM isn't just a sales lodger or an exaggerated notebook; a CRM
Recent updates in record sharing, custom views, portals, and more.
Hello everyone, Some recent updates that were released in the month of January and February are as follows: Sharing records from private or public read only modules with all users Earlier, users were restricted from sharing records from 'Private' or 'Public
Using notes in a mail merge report
I'm creating a mail merge report in Zoho Writer for Potentials. I have already seen how I can include related records and their fields, such as contacts appearing in the contact role related list. However, in the available related lists to pick fields
Spaces in Invoked URLs
We have a custom button that invokes a URL that includes the Account Name as a merge tag. If that account name contains a space, it is being passed through as a `+` symbol instead of the standard `%20` - is there somewhere I can change this?
Workflow Trigger - Create - Stopped working for converted Accounts
Hi, i just noticed that a workflow that was set to trigger on Create for accounts lately stopped working for accounts that were created through Lead conversion. The last time it did work was on December 14. The next time we had an account created through
View Last Activity Time on Individual Records
How can I display the `Last Activity Time` on individual records? I see it in list view, but not record view. We need to display this for our Salespeople to easily identify the last time an account was contacted or a note was created.
Remove Default Currency Field
How do I remove the Currency Field from a section in a module?
Absolute no innovation
This is a generic question to Z CRM Team - Why is Z CRM not innovating? In simple terms - It's all so generic and nothing unique. Have you looked at how Pipedrive, Close.io and the likes are launching features which are unique, productive & first of it's
In Japanese, "meeting module" is mistakenly translated as “予定”.
The word “予定” means "plan" or "scheduled" in English. This will appear in both CRM and Desk activities. The schedule is a temporal concept. I have complained to the Japanese community about this, but they have not escalated the issue. The concept of schedule
User Management
Hi, I am having some trouble with user profiles. I have two profiles. Standard & Admin Standard users fill in a deal Admin user then goes to that deal and adds sensitive data, by doing this standard users are then able to see the admin section of the
Change default calendar view
Hoping someone here can answer this small but irritating issue. I use Zoho's calendar to schedule my client's meetings and travel. The calendar automatically opens up showing only my appointments, which are few and far between. Is there away to change the default view to either show all users' calendar, or just always show my client's calendar rather than my own. Thanks Yvonne
How to integrate a WordPress form in Zoho?
Hi! Can I integrate my WordPress form in Zoho? I have already created a forma in WordPress and i would integrate those in my Zoho CRM. It's possible? I don't want create a new form with Zoho
What does the "follow" button mean / do?
In accounts, What does the "follow" button mean / do?
Zoho CRM Blueprint Transitions no related list.
Is there a way to setup up a CRM blueprint transition to use a multi lookup field as criteria?
access denied from this IP address
I've sent six email support requests since last Thursday. Since I couldn't access my accounts, I couldn't access this forum - I had to sign-up a new account which was quite inconvenient. Simply, it's not possible to login to my CRM, my Zoho One or any
Data Storage bugs
Dear Zoho, I am evaluating Zoho CMR and created a test dataset with all accounts and deals - all imaginary. I imported test generated deals from a CSV file. I also created some manual deals before the mass deals import. Then I removed two manually created
Analytics dashboard cards show sporadic inconsistent data after each refresh
Dear Zoho, I am evaluating Zoho CMR and created a test dataset with all accounts and deals imaginary. I imported test generated deals from CSV file. All went fine. However in the Analytics tab I get different results every time I refresh all cards or
Disable OPT message while login
Is it possible to disable OPT message while login ? I want to login without send message to my phone.
Starter Question: how best to configure CRM for an Agency Environment?
Hello everyone, I am a new user to Zoho CRM (and Zoho One) and I am looking for some initial help/ guidance in Setting up the system so that in can be used it in a Marketing Agency - Consulting environment. Specifically, I am struggling with the following:
How to link contacts with accounts automatically
Hello everyone, it is my first time using this CRM i come from SALESFORCES, i want to match the contacts fields with account fields throw .csv files but i don't know how to do it. I already imported accounts with "ID NAME" unique for each acc. I have
CRM - Unable to remove an old account and to join organization CRM
Hi One of our employees have created her CMR account, using her organization mail, no I need to join her to our organization CRM, bur when she receives the invitation mail, zoho CRM says that ist not able to join the organization CRM because she is the
Pre-filled input fields with placeholder/default value
I do have a custom module in Zoho CRM I am trying to pre-fill a field (mandatory field) of a custom module with a specific value (the field will be overwritten by a autonumber in a second step via workflow later). But at the beginning when a new entry
Very simple deluge issue from a beginner
I'm trying to get the lead owner's mobile number to auto fill into the Lead when a lead owner is assigned. when i run the code with an Info output i get "Null" and when i map it to the lead i get nothing. I'm sure its simple but I'm lost . any help
How to edit a scheduled email
I have scheduled an email to a single contact for the morning. I need to change one of the attachments. Is it possible to edit a scheduled email? Thanks
images
I'm using the CRM Dev to play around and try get my head around it all. when creating an email template - I'm linking to an image via a URL and then below simply using the Organization logo ${companyLogo} the tempate is created as a blank html doc [code]
Zoho CRM Outlook Calendar Integration - Best Practices
Does anyone have any best practices they can share about Outlook Integration for Calendars with Zoho CRM? Right now we have the following requirements: All sales team members must log their customer meetings (in-person or virtual) in Zoho CRM Calendar.
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