Custom field data not converting to accounts but is converting to contacts
Hi, I have several custom fields set up and MAPPED as advised in your tutorial and this works fine however on conversion of a lead the custom field data doesn't import to the accounts screen. I inported this data from an XLS file and the data display correctly in leads but when I conver the data only converts to contacts but not the accounts despite everything being mapped correctly. Can you please advise me how to fix this. Thanks,
Workflows Don't Activate When Lead Merging Into Contact?
Why isn't this feature implemented? Is it just me or is this CRM seriously lacking the most logic and basics of CRM?
is there a way to force people to attach a file in the attachment field?
HI, is there a way to force people to attach a file in the attachment field? It will be great if Blue Print have this function! Thanks, Br Andy
Modify label for mandatory company field
I read somewhere that you can remove the mandatory company name field, is this correct? Our busiens is healthcare, still B2B, but our customers are hardly companies. They are doctors, clinics, hospitals, health region’s etc.
4 Questions about Lead Segmentation and import issue.
Hi, We are a cosmetic company(B2C), looking for CRM system to learn the insight behind data to optimize our customer's relationship along with manage customers' information. I've digested the CRM guide from Zoho and start trying it for free. I really wish to get the most of it and corporate with Zoho but undergo some problems that can't meet my needs. That's why I'm here to ask some answers and suggestions to help me solve issues. Thank you so much!!! First, our customers from different
Zoho CRM are not sending leads (contact form)
I create a form from zoho CRM, was working, but since today, is not sending the lead to my CRM, i fill 2 times the form, and still now sending, whats wrong?
Mass Mail - update record
Hi All Would like to know if there's a way to record if a contact is "mass mail" sent or not, as the limit is 1000 per day, which, its hard to avoid duplicates, please suggest.
Hide product details for certain roles
How can I hide the product detailes (such as prices) in quotations and sales orders to certains roles? I tried hiding the Product Module but it doesn't affect the product details in these modules, help! I only need this roles to see certain information.
Trail account data
If i have my trail professional account and i want to upgrade to a paid enterprise account will the upgrade keep my data or will it be new instance ? ( i want the data to stay as i am migrating data from another CRM
Importing Leads and Mass Assign them to the Chosen Category
Hi, since we have different category of accounts. I already created a field for TYPE of ACCOUNT (ex. Potential Account Calgary, Potential Account Edmonton, Current active clients). I already created a view also for each one of them. I imported 10 leads for Potential Account Calgary, but I cannot separate them from the 3 other accounts. When I click on View Potential Account Calgary, none is showing. I need to change and choose TYPE of ACCOUNT field one by one in order for me to separate and view
Multiple locations for 1 business
I am trying to see if Zoho CRM and other features will work for our company. We are a not for profit and we have a headquarters and then subsidiary locations. I want headquarter to see and do everything and the subsidiaries limited access to things. Is this possible?
Tasks/ Activities
How do you close a task or activity within Zoho? Anthony
Importing records
How do you import invoices and quotes in CRM? I have them in CSV file
Stuck on first contact page!
I just started an Enterprise Trial CRM and I run into a problem: I am stuck on the first page in the contact list (contact 1 through 50). If I click on the arrow (right bottom of page) to go to the next page (contact 51 to 100) nothing happens:
Doing imports from xls file and Account owners field not mapping.
I am importing from accounts from an XLS file . Accounts are imported however the mapping for the different Account owners are not occuring. All accounts are being assigned to one owner. All the owners/users are already in the CRM and are all active.
Export Leads View OR Convert a Leads View into a Report Button
I often find that I want my Leads view to be exported. Currently I need to create a whole new report if I want to do this. Can we export a Leads view or have the ability to make a Leads view into a Report so that I don't have to re-create it? It would save me time.
Sending emails using office 365 smtp
Hello, Is there any way to send emails from zoho crm using Office365 exchange online smtp and not the zoho generic send method. This is to avoid emails go into junks and spams.
samples Reports
when medical team make call there's no way to add samples (From products) and i want report for samples
Events Calendar - No updates to attendees
Why is it when I change some information in a Zoho event on the activities calendar, none of the attendees gets an update? I am constantly forced to delete the event, then create it again, and ask all the attendees to remove it from their calendars manually.
My Contact Report suddenly will not display on the Vertical Stacked Chart.
I just show an error that reads " undefined keywords"., Any ideas? Ellen Morgan Customer Support Structured Cable of VA
How does CRM handle products with 2 or more models?
Hello guys, this may be very basic, but how should I handle products with more than 1 model? For example, I sell desks. It's the same desk design, but one is 200cm long and the second one is 170cm long. Obviously, their prices aren't the same, so I need to specify in the quote to my client the lenght and therefore the change in price. I don't want to create two separate products, since it is the same design. It's the same product with model A and model B. Thanks a lot for the help. Rod.
email issue in ZOHO leads
We have setup a ZOHO CRM system for 2 users with outlook 365 integration thought the plugin. All works fine only i have one question. On the page of a lead you have the email section. Here you have following option : 1)sent Emails from CRM 2)All 3)IMAP SHARED USERS. ( and both users are shown ) How come i cannot see ALL email ( sent from within ZOHO + sent from OUTLOOK ) when i select ALL ? Thanks in advance Andrew
Build Report
Hello, I need to create a negative report. How do I parameterize the accounts that do not have potential for a period? Thanks
Time Zone Issue
Hi, I did read through the forums to find an answer with no results. I Have my personal and organization times zones set at the same time but still am two hours of between my phone app and being on the site directly. My Google Calendar is set for Central time as well. How do I adjust things so the time zones match? Do I just have to set my personal settings 2 hours behind so It coincides with my phone app?
Attachments are being erased
Hello, My attachments are being automatically erased from one day to another. No other user is doing this, could you please help?
RTF for notes and using links
Is it possible to use RTF in notes for leads or contacts, or in task descriptions/notes? I like to use bullet points to summarize my notes and doesn't seem like I can do so in Zoho (although ironically this forum has plenty of formatting options!). Also, is it possible to insert links in notes or descriptions? I often take my notes in Evernote and would like to link to them. In fact, is there any Evernote integration available in Zoho? Thanks! David
Auto mail
Hello, I'm using the free version of Zoho for a non-profit organization. Is it possible to send a automatic Email when someone is added to the contact list via the web form? Kind Regards
Is it possible to reusable create user defined fields?
Hi I am new to Zoho CRM and I need to create a 2 Custom Modules for my company. I need to create Employee module to Store the personal information (name, dob,etc and Postal address and Residential Address)of Employee along with his address and 100 point IT validity details. I need to add Postal address manual only if Postal Address and Residential addresses are different. (which will be defined by check box as usual). Is it possible to hide/show section and auto fill the contents based on value of
Reminder option in Open Activities -> New Task (Leads)
Hi all, does anyone know what happened to the option of setting a reminder for new tasks in open activities (ZOHO CRM leads)? Just yesterday I was able to do so - for example set a reminder about a call i had scheduled as a new task, with the ability to choose the date and time of the reminder - and today the option is gone. Has anyone else noticed that? Thanks! Ania
Large Sapce between Web Form and Header on Wordpress
I created a web form in CRM plus and added to my Wordpress site in text view (I saw that someone prior had a similar issue and the response was to be sure that it was in text view). That said, there is a large gap between my header and where my web form starts. We have done everything we can to try to figure out what is causing it, but have had no luck. Can someone please take a look at my URL http://www.flcompquote.com and let me know what could be causing the issue? All we did was copy and
Photo contact where stored ?
I upload a Photo to my contacts and I see it in the left uppercorner. Beautiful ! Can it be a bigger size ?? Can I get this Photo in a Listing like: ( via create a new View): Mr. Johson xxx@yyy.com ..Photo xxx Mr Carsten yyy@zzz.com .. Photo yyy Thanks for help. William
How do you make a custom form in CRM?
What I'm trying to do is make a company paper form electronic can this be done in CRM?
Activities - import with lead information
I wanted to muss upload activities. They should be associated with leads. How do I put the leads information in the upload file to ensure, that these activities are linked to the leads? (Btw. I'm using the German language version)
CRM - can multiple mail accounts show up as one inbox?
Using CRM, I've got multiple email accounts - can I configure settings to have them show up as one email inbox?
Migration of Data through Email ID
Hi All, I want to import/migrate Potentials into the CRM, however the related to does not pick up Email Address. I need to use Email Address since there are more than one person with the same Contact name.
Problems getting email to work (send mail)
I just started working on Zoho today. have gotten my google mail integration working but whenever I try to send an email from the CRM, it doesn't work. I'm trying to utilize the email templates. It originally said that i need to disable adblock...which I believe i did. Still nothing. I think i accidentally disabled the alarm saying to disable adblock as well.
Email tracking
I would like to store email communications with the corresponding contact. I see that i can do that if I am sending an email from the system. Is there a way to store emails not sent? In other systems, I have seen that there is an email address that I can bcc that will go to the system and be connected with the corresponding contact. Is that possible in Zoho? Or is there another way to collect emails that are not sent directly from ZOHO? Thanks!
Please help me cancel my crm account
I need to cancel my CRM account in order to use another Zoho CRM which we have set up in parallel. I received the following automated email from zoho CRM: ============================================================== Hello, Mr Person has invited you to join XXXX ltd's CRM account. Since you are already a part of ZZZZ CRM account and you are the only active user in that account, you will not be able to accept the invitation. To accept this invitation you need to, Delete ZZZZ CRM account. You can
Do I exploit all the tracking possibilities in Zoho?
At my company we are doing our best to track ROI on marketing activities, but I'm not sure if we are doing it optimally. Especially we would like to be able to find out if people that register for our free trial (we sell software) have EVER clicked on one of our SoMe ads. According to Google Analytics almost all of our conversions come from organic searches and 'direct', and when I look at 'Assisted conversions' on Analytics these two are pretty much also the only two sources that are shown. We believe
Sharing a contact
How can I share a group of contacts with other users or user roles?
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