Tracking Actual Revenue of a Campaign
It appears that when adding a contact to a campaign, I cannot modify anything other than the member status. What I want to be able to do is enter how much the person paid to attend the campaign (for example) and then be able see a total revenue of all contacts associated to the specific campaign. Just watched a demo webinar for Salesforce and this was a solution they have, so I thought, why can't I with ZoHo CRM. Essential, I have the Actual Cost, Budgeting Cost and Expected Revenue populated manually,
Trying to import opportunities from Dynamics 365
Hi, I am trying to import opportunities from Dynamics 365 and I am having the following problem in all the registers: "Could not find a matching parent record for this lookup field. - Account ID" I have exported accounts from already created ones in Zoho and copy the Account id in order to have the zoho code, for instance: zcrm_2723283000000235097 Can support help me with that? Thanks, Martin
Application Password from Google (G Suite) not working on Zoho CRM
Hello, I am trying to sync my G Suite account in Zoho CRM through IMAP. I have followed the instructions in creating an Application Specific password but it it not being accepted into Zoho CRM. I keep getting messages that it is an incorrect password. I don't want to turn off TFA from G Suite. Any help is highly appreciated, have tried multiple times with multiple app generated password.
Potentials and Leads Confusion
Hi, I am setting up Zoho for my business and I imported around 200 different accounts that we are pursuing in as POTENTIALS. Currently, none are set up as leads. My question is whether I should change some of our lower-probability opportunities into leads? Or keep them as potentials? Or, can I take full advantage of the system with all of them entered as potentials and not leads? Thanks.
Zoho CRM to Zoho CRM Migrating Data
I have completed a back up of my previous ZOHO CRM and trying to migrate the data into our new ZOHO CRM. I have copied the customisation from one crm to the other. Is there a way that I can import the original create time and not have it automatically changed to the date the data is imported? It is very frustrating. Some of my date fields aren't even importing into the new CRM even though I I have mapped them. Cheers Chantha
Reg: how to insert Unsubscribe link?
Dear Sir/Mam, I want to know how to insert Unsubscribe link in Zoho Crm template. Please guide me how to insert it. Looking forward reply from you. Thanks
All Zoho CRM data has gone
I've just logged in to my Zoho CRM account and all my data has disappeared. It looks like the account has been reset as it asked me to add Company Name and Phone details. Is there a time limit on free accounts. All my customer data was in there. Can't get through to Zoho with chat, not a great service.
Can I add Account columns to the Tasks list view?
I have a list view for a set of Tasks. Each Task is associated with an Account. I want to be able to sort the list of tasks by a field on the Account (e.g. an estimated value field, a size of company field, etc.). I can only add columns to the Task view which are on the Task. Is it possible to add column headings for the associated Account - in the dropdown shown in my screenshot?
I need the tagging feature that's in Content Manager in the CRM. Is there a way to integrate the two to utilize the tagging feature?
I need the tagging feature that's in Content Manager in the CRM. Is there a way to integrate the two to utilize the tagging feature?
Unable to confirm user in Zoho CRM
We try to add a new user to zoho crm but every time we send him a (re)invite email, he cannot log in the system, he receives the notification that his account is disabled. In Zoho CRM, the user has the status Not Confirmed. In CRM, we can assign accounts to him. but he is unable to log in. We reviewed all information about this problem but couldn't find a solution. We already tried the following: 1. Enabling the user in the superadmin control panel 2. Deleting other mail address related the same
unable to add a user
I am unable to add a user. Please help shuaib hyderUser ID: 25938714 My Account
Separate Layout - adding pick value issue
Have separated sales order into different layouts , and added a new value to pick list under "standard" mode, but value won't show in other layouts, does it mean under the same module when I hv to add new values to pick list, I hv to added to each of the layouts. Need update on this as its really NOT possible
Option to "VIEW AS" certain User/User Group sees different modules
Hi We were making a few security updates in our User Groups and wondered if the changes worked as we wanted to. There are several options were it is not so clear what restricting certain values did or did not do, and so we end up running tests using our users accounts. And so I remembered FACEBOOK´s amazing option to "View As..." specific users see your profile. Something like that would be awsome in Zoho CRM. It will make it clear to the Admin when the changes worked as espected instead of wondering
CRM Lead Title
Hi All, I want to give a feedback if is posible to consider adding to the CRM Title the name of the lead. When yo have multiple tabs, is very difficult to identify which tab is the one you need to review due all tabs have the same name... Thks Andres Parilli
Creating a custom field in a Zoho CRM module
Hello guys, Is it possible to create CRM custom fields when an app is installed through the Creator Marketplace? We have a specific set of custom fields which need to be created whenever we deploy our product. It would make it a lot easier if we can point customers to an app which creates everything we need. I've search as much as I can and haven't found anything but it would put my mind at ease if I knew for sure! Thanks!
Contacts with multiple account owners
Hello, We have some contacts in our Zoho database that more than two contact owners should have access to. We don't want all our users to be able to edit all of our information in Zoho, which is why we set their user accounts to standard, however for contacts specifically, we'd like to allow more than one user to be able to interact (assign activities, due dates, etc) with that contact, regardless if they are the contact owner or not. How do we go about achieving this? Thanks
Can't Add New User
I'm on the demo 15-day trial, but I thought I could add users during this period. If not, I guess this is an easy fix. I'm trying to add one user. After I fill in the info, it will let me hit Save, but then it just sits there with Save greyed out, but Cancel is still an option. Nothing shows up in my Users list. I'm the only one there. Can anyone tell me how to successfully add a user? Thanks.
Change mx record and got error below
Unable to connect SMTP server:remote.inovapotek.com Reason:connect timed out
Can I hide print view and sheet view from certain users
I would like to know if I can stop certain users having the facility to use print view and sheet view as they do not require these options
Condition in templates
Hello, Is there any way to use condition in zoho CRM templates? for example, If I have multiple bank accounts and i want to to show particular bank account info on sales order template based on the bank selection on the form. also, if a field contains data, show it in template else hide. currently if the field is not having data, it still occupies the space which doesn't looks good.
How can I make the AMOUNT field automatically show the sum of all the quotes of an account?
How can I make the AMOUNT field automatically show the sum of all the quotes of an account? If I have 3 quotes of $100 each, I would like see the AMOUNT of $300 in the account details without having to type it manually. Regards
Can you associate a contact with many accounts?
I am running into an issue where I can not associate a contact with many accounts where their contact will be then added to the account. I can create a secondary lookup field to place in the contact, however it does not auto add their information on the account record. Is this possible?
Custom Formula Fields Do Not Work using Blue Prints
Another problem with ZOHO. If you create a custom formula field, which in my case was age in days, and the user completes the record process through a blue print, which is what you want employees to do, then the formula field does not work. This makes ABSOLUTELY NO SENSE AT ALL. Another poorly planned feature that becomes useless. I want to report on my records to know whats going on, cannot do that if you use blue print. Whole purpose of blueprint is to have people follow proper work flow orders,
Resellers
We are starting to build a network of resellers for our software solution. Does anyone have a best practice for setting this up in ZOHO... Functionally Reseller find sell product to customers for X price using pricebook Reseller places the order on us with customer details. We create customer and software license details on our database, ship software and licenses. Customer relationship is managed by the reseller as is the renewals but we need to connect all this process. Interested on how
Save selected Columns in Tabular Reports
Would be great if have an option to save selected columns in a Tabular Report. Currently we have to select required columns every-time to generate the reports. Please do not suggest me to use Duplicate the earlier report to achieve the same requirement ;)
Color code sections
Are we able to color code sections? If not, this would be a huge enhancement to Zoho
Changing a field type
Can I change a field type after it has been created and populated with data for records? I want to change a "number" field to a "string". Seems like a reasonalbe transition go this way. Is this possible? Thanks, Brad P.s. I have created a couple multi look up fields and it has a max of 2. Is this going to increase? Is there a reason for the limit?
Using Bounced Reason in a Custom Report
Hi everyone, I'm trying to create a custom report that includes the Bounced Reason for emails in it (I know there's already a built-in Bounce Report - I'm trying to add more to it). There's no Campaign as all emails are being sent via a custom Action/Workflow. Is there any way to include this field in my Report? Thanks.
Custom Lead Fields - Can you make them available for use in Contacts and Deals Layout Automatically?
In the LEADS module, I have created a number of custom lead fields. I want these fields and their values to carry over when I convert to a Contact and Deal. Currently, it seems I would have to re-create the same custom fields in the Contact module and the Deals module in order to map them. I really only want to enter the custom field once in the LEADS module, then have those fields available to insert in the CONTACTS and DEALS modules. Surely I don't have to repeat the work I've already done 3 times
Deleting Attachments
Hi I can see support questions showing at least for the last 3 years, that you cannot delete attachments from incoming emails. This wasn't seen in the Terms that I read, when I first bought a Single User CRM. I'm heading towards the end of my first year and I do not like finding this out now. Please can you confirm this as I would need to consider my position and options as to whether I will remain with you. I have plenty of online storage at My One Drive, which is substantially lower cost than
Updating Available Columns in Zoho CFM Reports
Hi there, I'd like to customize/update the fields made available in my Zoho CRM reports tab as I realise it is missing some Lead fields. Right now, my Leads have GCLID details, however I am unable to find this field when creating my report under 'available columns'. Is there somewhere I can update the available fields under 'available coumns' for reporting purposes? Appreciate your any help and support on this. Thank you!!
send an email with a template from the Zoho.crm on a schedule.
I want to send an email with a template from the Zoho.crm on a schedule. Not from the Zoho.mail, but from the Zoho.crm. For example. Contact paid for the goods. I want to send him an email. Not today, but tomorrow at 9:00. How can i do this? Thank you.
Creating target lists for your sales team | Zoho CRM
Dear Guys, My sales wants to start targeting existing customers in our base that use a specific product. How can we create a list with customer that use this specific product? Or can you create automatically a potential / deal for these customers? Please share your thoughts. We haven't found the right approach yet. Many thanks! Kind regards, Jasper RoadSoft
Calculate to Add 'x' Weekdays in Workflows
Is there any way to calculate weekdays in workflows? Example: Workflow to schedule a call back in 2 days is instantiated on a Friday - so currently schedules the Task for the coming Sunday. But need to be able to schedule for 2 weekdays into the future - so should actually be scheduled for next Tuesday. But if actioned on a Monday, Task should be scheduled for Wednesday, etc...
Adding Products - Too Many Clicks!
It would be great if... When I add a product to a quote / Sales order / invoice, a new product line appears automatically rather than clicking "Add Another Line" each time I want to add another product. My Problem If I want to add 10 products I have to click "Add Another Line" a total of 9 times. If I have 4 or more products I then have to keep scrolling down so I can first see the "Add Another Line" link before I can click it I can't click "Add Another Line" multiple times to show multiple line
What's Latest in Zoho CRM
The latest enhancements in CRM include the introduction of Zoho Cliq integration with Zoho CRM, Gmail account configuration using Gmail APIs and auto-merge of duplicate records. Read further to learn more. #1 Bring the sales context to your chat window with Zoho Cliq for Zoho CRM Zoho Cliq integration with Zoho CRM offers the sales context to your chat messages so that you can share information with peers on chat directly from your CRM. This integration will also create a chat bot called "Zoho CRM"
No more option to record the description for the call
Hello, We have just noticed that there is no more option to record the description for the call. No such an option any more in the Create Call dialog however the field exists and available. I asked the support via chat and received a response that this has been a normal behavior now since the last 2 days. And, to record the description, we have to firstly create a Call, then go and edit description in it. WHAT? Is that serious? Have you ever tried to call clients and register call using Zoho CRM?
Using CRM and Books for Donor Management
Hi, We are looking at using CRM and Books together for alumni / donor management for a school. I see how we can adjust CRM fields to work: Account = Family Contact = Students, Parents in each Family Potential = donor for endowment potential, annual drive potential Campaign = Alumni class of 20XX, Gold Level Donor We can use Zoho Books to collect donations and pledges. However I can not figure out how we would use CRM to search for groups of donors based on Donor(Sales) history. For example, I
Mail Merge in Wirter no longer works
Since sometime in the last week or so we have found that every attempt to mail merge results in the attached error. "There was an error in creating merged documents please try again later" This is happening for all our users regardless of what machine they use. One of our users wasted a ridiculous amount of time with online support yesterday and in the end had to go home so ended the support call. I'm posting this here in the hope that others with same problem might acknowledge it and hopefully provide
Record of mail merge
When I merge a document such as a letter using the Microsoft Office plug in, or Zoho Writer is it recorded somewhere in the contact or lead record?
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