Potential New User Questions
Hi I have always used MS Access but am looking for better software. Have been reading up on Zoho and really like the look of it, however just wanted to be sure it could do what I want before going forward. If I understand correctly I would build a CRM database with all my customer contacts on and then use Creator to build a stock management database. These could then be linked so a customer sale would automatically reduce stock and I would effectively have all information in one place (like I have
Community centre: courses, attendance, reporting?
Hi there We're researching various different CRMs and systems, looking for a best fit before customisation. As well as Zoho, we're looking at CiviCRM and some others. Please could I ask you opinion on Zoho's compatibility with the brief spec below? Thanks! --------------- We run a local community centre charity. We host numerous groups, from a weekly basketball club to youth support community outreach. Briefly, as a starting point, we’d like to: make adding a new group and setting up sessions
De-Dup records after importing
I have used a different CRM in the past where if I have imported records it allows me to select any specific fields I want, and de-dup against existing records. For example. We de-dup according mailing addresses. So, we selected the following fields, street, city, state and zip. If ALL fields matched other records, the newly imported lead would have been flagged as a dup and can be deleted. How can I do the EXACT same thing with Zoho. (Currently I am having to use the previously used CRM JUST
How do I overwrite data or update fields while importing
On the latest import migration wizard there is no option I can see that allows the overwriting of existing records or updating of fields. Inn the online help it indicates I should see a skip, overwrite or clone. All my version is doing is cloning. Any assistance would be appreciated.
Import - Link to Contacts
Hi, I'm trying to import data into a custom module which links to 'Contacts'. Is it possible to specify any field other than the Contact Name (e.g. email address)? So far, I've tried email and id but the record is always skipped with the error "Could not find a matching parent record for this lookup field. - Contact" Thanks, Beth
Want to sort all products as ascending or descending order at a time in Zoho CRM Invoice create/edit page and save
i want to sort my added products list as ascending or descending order at a time by one click like list view templates in Zoho CRM Invoice create/edit page. is it possible or not? if possible then could someone please tell me the way that i can able to sort my product list in invoice create/edit page. by default its possible to change place for one item at a time by drag and drop way but i need all added items sorting their places at a time by one click. After sorting products list then i need to
Price Book by default
Hi, can I configure a price book by default for an specific product?.If is possible how can I do it? When I am doing a Quote or Sales order, I need to select an specific price book even when the product is related with just 1 pricebook, performing an unnecesary step. It would be wonderfull if the system could recognize the pricebook by default for each product. Thanks in advance,
CRM Chrome Extension Limits Notes to 120 Characters?
I just installed the Chrome extension for Zoho CRM. When I try to add a note, call log or other information from the extension panel in chrome/gmail, it throws an error and says I have exceeded the 120-character limit. Is the extension really designed to limit notes to 120 characters, or is this a bug?
Email Tracking: Open & Clicks on links & Attachments
Bananatag software tracks emails when 1) opened, 2) clicks on weblinks and 3) attachments opened/viewed. I want to replicate with zoho crm including notification when each activity occurred. Does Zoho have functionality? If so, where is setup?
default even location
Is there a way for the 'location' field in the 'New Event' modal to use the address set already on the record itself? For example, creating a new event from an Account would have the location populated with this Account's address on record.
Changing a Search view for a Lookup field
Currently the default fields 'Account Name', 'Phone' and 'Website' appear when I select a lookup for Account. By using Setup/Customization/Search Layout I have changed the field selections by unchecking 'Website' and checking 'Site Name'. The fields are changed to show the new selections but when I do a lookup on Accounts I still see 'Account', 'Phone' and 'Website'. My changes are not taking. What am I doing wrong? Thanks!
searching for accounts while reassigning child to new parent account
Hello, I will be reassigning a lot of child accounts to different parent accounts (in efforts to correct some data). So far, I've noticed that when I partially search for the parent account that I'd like to reassign to child account to, it does not return a search result in the lightbox that pops up. Is there something I'm missing? I have to manually click the arrows to the right in order to get to the parent account and click the button on the left of it and save the child account to this new
4401Unable to populate data, please check if mandatory value is entered correctly.
i got error in zoho crm api my code is: thanks in advance public function zoho_Api(){ $auth = "token here"; $xml ="<Leads><row no='1'><FL val='LAST_NAME'>lastname</FL><FL val='COMPANY'>abc</FL><FL val='EMAIL'>gmimail@test.com</FL><FL val='PHONE'>123456789</FL></row></Leads>"; $result=$this->insert($auth, $xml); echo $result; } public function insert($auth, $xml){ $curl_url = "https://crm.zoho.com/crm/private/xml/Leads/insertRecords?"; $curl_post_fields
Repeating task showing up multiple times
Hello---I created a task so that it repeats weekly, as it is something that I'd like to accomplish every week. With that said however, Zoho displays it multiple times under the Open Tasks, and there is no way to uncheck the repeat on the reocurring task when you go to edit it. Is a way to make the task display only weekly, as opposed to the entire list ? thanks
Trouble Signing In - "No network found.Please connect to Internet"
I was logged into Zoho CRM and everything was working just fine. I logged out for a little while and then tried to log back in and I'm getting a message saying "No network found.Please connect to Internet". Clearly I have an internet connection as I am posting this while connected to the internet.
deduplication
Does the CRM have the ability to depude records?
Extensions not working with european server
We have a test of Zoho one on the EU server. We have tried to install extensions like google drive and Mailchimp. By connecting to the external services, an OAUTH 2 form was completed and the related access was also authorized. But the last step failed, the server returns that the Zoho account we provided does not exist. I suppose the callback URL is on the US server, the US server could not find our account on EU server. If this would be the case, many extensions will not be working for European
Delete Primary and Replace with Secondary
I easily added a secondary email address but I need to change that to my primary and delete my current primary as the current primary no longer exist (we changed domain names).
Can pop up be turned off for Scheduled calls?
Many times a scheduled call is just a place holder to call on that day or around that time. It would be great if we could enter a date with no time. Also, why does a reminder pop up happen when the Reminder field is set to none? Regards, Glenn
Conversion Rules
Hi, We are looking for a solution where a Lead can be created with minimal amount of required information (First Name & Last Name) but before the Lead can be converted to a Contact, the Lead's Email & Phone Number fields have to be filled. We can set "Required Fields" in Contacts which only applies when a new Contact is created but these rules DO NOT apply when a Lead is converted.
Creating multiple alerts/notifications
Hello, I created two entities: Customer and Order. I'd like to create multiple alerts/notifications by mail, based on DueDate at the Customer entity (say 7 days prior to DueDate, 3 days prior to DueDate and at the DueDate). Can you provide me with some examples on this one? I'm not a coder, so please be gentle Thank you very much
Can you create a deal/opportunity for a lead without converting the lead to an account?
Hello, My company is using the Standard edition. We only convert our leads to accounts once they actually start buying our products. We want to use the Deals but we see that by default you can only associate the deal to an account. The Lookup Field for Accounts cannot be changed to Leads and I cannot add another Lookup Field. Any ideas or work arounds?
Need some hands on help
I am looking to connect and speak to someone on the zoho team by phone so that I can address a major concern I have with my CRM setup. What is the best way to achieve this as I am finding the forum process good for something and challenging for others. Brad
Creating A Product from Contact or Company Module
I can create a new product while in either the contact of Company Modules, however when I do it stays listed under the Create Add New Product (I renamed it this) list and not the standard "products" list...
Find and Merge, or De-duplicate automation improvment two suggestions
[1] Find and Merge, or De-duplicate is an option that has to be given to any administrator. We found that after applying roles and profiles only the highest ranked role can operate the de-duplication tool - to our understanding this operation has to be given to any administrator. [2] Ideally, the system should be able to recognize duplicate records upon creation (by email and/or phone), and once recognized, it should automatically mark this records with a flag saying "suspected as duplicate"
Adding new custom function - "An error occurred while loading."
Hi, I'm trying to write my own custom function but I just receive the message "An error occurred while loading" - is anyone else experiencing this issue? Thanks Beth
Blueprint coming up only after records are edited?
After a Blueprint was setup nothing comes up on the records meeting the Blueprint criteria. Even deleting all requiered criteria still nothing comes up. It comes up only after the records are edited some how. Is this a know issue? Do 100% of the respective records have to be edited after a Blueprint criteria is adjusted? in order for the Blueprint area fields to appear?
using ZOHO CRM for Construction industry
We are construction company based in Saudi Arabia. We are considering to purchase ZOHO CRM to use for construction industry by our marketing. Please let me know if anyone here have experience of setting up this? If you are ZOHO provider who can help to setup ZOHO CRM for construction industry, please do let me know. ysahn@sendan.com.sa Thanks
CRM: How to keep INBOX from getting cluttered with too many messages w/o losing association with Zoho CRM Contact records
I have IMAP syncing set up so that I can send/receive emails directly from Zoho CRM but I also use Apple Mail on my laptop, iPhone and iPad for sending mail to / from the same account. I love that Zoho CRM automatically links the records in my IMAP's INBOX and SENT folders with contact records, no matter where I send the email from - but if I move it out of my INBOX into a different folder, the email no longer shows up in the contact record. I maintain relationships over many years - I'm visiting
Restrict access to create new reports
Hi, Is it possible to restrict who can create new reports? I still want users to be able to see and run existing reports but only allow administrators to create new reports. Thanks Beth
"Open CRM Contact" direct from Zoho Mail email contact header
Just wondering if it would be possible to have an Open CRM Contact shortcut button directly from the email header instead of having to first go to "View CRM Info" For Example:
Record of Status change for a lead
Hi, Can we know about all the status changes happened for a lead and Is there any record maintained for that in Zoho CRM???
Data not showing up in Export
Hello--I am generating reports from Zoho, and there is data that is not showing up in the csv file even though it is in Zoho. This data is from drop downs that I created in the Zoho module. Any reasons as to why they are not showing up in the Zoho module? Thx.
CRM contacts from spam
Hello I am looking for a method to eliminate or quarantine contacts that are automatically added to the CRM contacts from spam emails. The issue happens because we have both CRM and Desk with a two way sync. All emails that come into the customer service email for desk are synced over to the CRM. I'm wondering if anyone has a solution for removing these contacts? Is there a blacklist feature in CRM that I haven't found? One method might be a macro or automated workflow that looks for emails marked
API with ERP
Hello-- Our goal by the beginning of 2018 is to implement an API that would bridge our current ERP system with Zoho. With that said, we have a lot of data that needs modifying in our ERP system, that we already have cleaned up in Zoho. We do not want to provide access from Zoho to our ERP, but we do want to be able to clean the data in the ERP with the data that we have in Zoho. Is there a way to achieve this without providing access from Zoho to our ERP?
Showing Reports of Call Statuses
Hello, I want to generate a report of all calls and their status (cancelled, rescheduled & calls that took place). How can I do that - there is no call status field in the columns. The reason why I want to do this is because I want to see all calls that took place in a month and the numbers just dont add up - there are calls that took place but that dont show up in the "Attended Dialled". Please advise. Haim
Formatting contacts
Hello. We are facing difficulties to keep contacts like phone number or country name in a standard formatting. For example some clients leave their phone number like +33 6 11 22 33 44, others put 06 11 22 33 44, some write +33611223344 or +33 (0) 6-11-22-33-44. However it is the same number. Similar problem is with country and city names. Did anyone solved this problem somehow? Automatically?
Emails sent from Alert not showing in Lead Card under Email section.
All of my other emails to a lead are available through an IMAP connection and the Outlook Plugin but emails generated this morning to leads based on a workflow alert do not appear. I have changed the drop down to look under Emails sent from CRM.
cross populate a field
Is there a way populate a field with data from another field? for example: I have FIRST NAME, I want to have it populate another field (Goes By). how can i do this? I was hoping to use WFR's
Email Template Question
I want to create an email template that will either automatically send when certain conditions apply like changing lead status or if someone clicks to send it. BUT... I only want this email sent to a specific email address that is NOT in the lead. We are basically trying to inform a department in the company once a lead has been sold as a signed client. The template has all the information taken from the lead for that that department head. Currently it is set a regular template and the Zoho
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