Zoho Sheets
I currently have an excel document I would like to use with a lead. Information from a custom field automatically populate into an excel spreadsheet. For now, I have set up a Google Sheets URL link to the spreadsheet and the CRM user will have to go back and forth putting information into the spreadsheet. Is there a way to use Zoho Docs / Sheets to have it get information from a lead and put into a spreadsheet? If so, how do you do that? Thanks in advance. AL
How to create 20 users without sending them an invite
I don't want the new users to use the CRM yet. I have a lot of data to import and customization to do. How do I set up the users so that I can finish Territory and Assignment rules but not have them log on until I go "live"?
Multivalue Lookup
We would like to use Zoho as our application backend, but I'm pretty much starting from scratch here. What I'd like to do is to setup a multivalue lookup field from one custom module to another. So, say, student takes many courses. When creating a student I'd like to specify which courses he is associated with through a lookup. What's the cleanest way to do that within ZohoCRM?
Is there an add-emails feature, like Bcc Dropbox feature, without having to send an email to a contact?
We're new to Zoho, so maybe we just need training? Bcc Dropbox is great, but I can't find any way to add an incoming email to a contact record without responding to the incoming email and Bccing. It's frustrating not being able to go back in time and add important emails to our contact records. No offense, but SalesForce has an "Add Email" button, so where's your button? Help!
Allow users to see eachother Leads but dont allow them to send Emails to them
Hi I have an issue with one of my users. We allow everyone to see each other's Leads/Contacts etc. And they can also see their emails sent from Zoho. Is there a way to NOT ALLOW them to send either Individual nor Mass emails to other people leads. this has happened by mistake several times and the leads get confused. I want everyone to keep seeing other people leads, but to stop them from sending emails to them.
Unable to remove secondary email address, but, I'm the Super Admin. Why isn't it working?
I have tried so many ways and times to remove the secondary email account on my user account. I keep getting a message to contact the adminstrator, even though I am the Super Admin. How can I resolve?
automatic report having only 2000 row even in csv
Hi, When I run a planned report, I obtain a csv with only 2000 rows. however, when I run it on the portal, I obtain all the 3800 lines in the csv. Why is there a difference between the two? It should be the same number of lines right? Would it be another way to achieve this and have all my lines on a report? Thanks, Stanislas
Delete all leads
I have 7,000 leads that I need to delete. I don't have time to do this 100 at a time. How do I delete them all at once?
Some questions
Hi All, 1.If you want to move CRM one user to other user ? Is it possible ? How it is possible ? EX: Lets we have created CRM on paresh@capitalvia.com account and want to move to vinod@capitalvia.com , in short we want to download/export setup from one account and import to other account 2.Any staging environment are there in zoho CRM Ex: let say we are creating ERP with 3 modules and we are deploying one by one First we have created first module and deployed on live environment , now let say from
Zoho CRM: Automate the conversion of leads to deals
Hello, I would like to build an automation in Zoho CRM that would automatically create a DEALS once a LEADS is created. Could you guide me through the process? Thanks a lot, Dan
Show Account in activities ?
Hi We have many activities to do, and it would be very interesting to see quickly which account is linked to any activity How can we add the "account" information in the tabs ? Tx a lot for your help :)
Recommendations for tracking prospects
Hi Folks: I'll admit upfront that I'm a CRM amateur, so perhaps this question has a real obvious answer. Basically, I'm wondering what's the best way to keep track of leads. Example: I have a conversation with a prospect, and I want to follow up with them two months down the road. I'd like to insert a tickler in their record so, two months later, I get some kind of reminder to contact them again. Or at least so I can find them again. I see there's a Follow Up field, and I tried testing it but it
Posts Approval
Why do all my posts need to be approved?
I need to track leads by company and I have multiple contacts for those companies
how do I keep track of the leads by company, not individual contacts? thanks, Robert
Duplicate related list name found.
Hi, why this is a problem for you? I can not understand No tables are allowed no multiple select from look up field is allowed Now, why I can not create multiple look up fields to select from same list?? How can I get around of that??
Updating a pick list
We use pick lists to categorise both accounts and contacts. We need to be able to remove or add some categories which we have done previously by mass updating, however we note that this removes the original pick list fields from an account or contact and replaces it with those chosen in the mass update. Is there anyway of adding/removing categories from the original pick list so that just those removed/added change.
report on deleted event
Hi, Is it possible to create a report on all the deleted event on a month? I am extracting the reports each month and I would like to have also the event being deleted. I have the event being modified as I retrieve the EVENTID, but I would like to know if there has been event deleted as well. Thanks, Stanislas
When using email templates, how do you change the "to: " field?
Hi, I've created an email template called "Blah", which fits under the 'Contacts' module. When I go to the Accounts tab, and click on the account "Green", I scroll down and "+ Send Email" A new email pops up, and I open the the template "Blah". The template has the "to: " field populated as the email address on the account. How do I change it such that when I open the template "Blah", it populates a different email address "internal@company.com"? Thanks Matthew
Conditional Auto Number
Dear Sir, Madam, I would like to create a conditional autonumber in the sales order module. This number should only go up in case the order is placed in Chile. Is that possible and how could I do this? Best regards, Marco
Existing User, own CRM?
Hi Guys, got Users within Connect. Is it possible, that user can have an own CRM with the same E-Mail Address, or will it need to be a complete separate Account with another E-Mail then? regards, Marco
HTML window within CRM
Hi, I have the professional version of the Zoho CRM and want to have a tab or App for displaying some external data. Under our Accounts section I want to be able to display an iFrame that would authenticate and go to a 3rd party website where it would display within the iFrame a picture of a floorplan for the customer's location and all employees and assets as they are mapped. I'm trying to find out if Zoho's CRM or Creator would have that ability. Even if it were a new tab where all it has is an
Custom fields populating Accounts but not Contacts
Is there a way to create a custom field at the Account level that when I populate with a value, also populates the same field for Contacts associated with the Account?
Creating an Account ID for accounts imported from MSExcel
When importing new contacts into Zoho from MS Excel, Account ID is a mandatory field. What are the requirements for creating an Account ID for the new accounts to be imported?
New Features for a Better Customer-Focused Company
The relationship between a customer and a business is an important one. Customer satisfaction is the key to the selling process. Being a customer-focused company, one definitely needs the right tools that aid in gaining customer intelligence, giving topmost priority to customers and in achieving great collaboration within the organization. With the aim to move forward in this direction, we have introduced quite a few exciting new features in Zoho CRM that will definitely help you be a better customer-focused
Multiple businesses in CRM
Hi team, I was wondering how I would go about setting up a second business within one ZOHO CRM account. Or would I need to create a second ZOHO CRM account? Thank you.
Unable to send message
Please unblock my account luis.gachon@zoho.com
inline JavaScript not working in templates
When importing an HTML file as a template, no javascript code is recognized For example, I need to hide a field if it does not contain data <script> if(${Proforma Invoice.Billing Code} != "null") then ZIP Code: <font size="2">${Proforma Invoice.Billing Code}</font><br> </script> Appreciate your fast response
How to read from notes
I am trying to read the latest notes to be displayed in reports, emails, etc Are there any way to do that?
Why I can not create Button in my module?
In my Links and Buttons I can not see the option of Create New Button Only Create New Link option is available Any Advice??
Meeting Request Email tagline
Is there any way to remove or at least edit the following tagline from our meeting request emails that go out from Zoho? "This email is from Zoho CRM. If you think this is spam, please report it to abuse@zohocorp.com for immediate action."
Account blocked
My account has been blocked. Please unblock luis.gachon@zoho.com ASAP. Thanks.
Is there a way for the second email ID of the Client/Lead profile to recieve a macro (email send to them) automatically as well?
I think that when I send macro email to recent entries and part of these have two emails listed, just the primary email gets the information. I want that second email to be receiving the correspondence as well. And if possible - to add third email field/box. Thank you!
Action report filter criteria
Hello, i can't find that i can create an "Action report" that allows me to filter a string in the subject. I need a report that shows all actions that were created from a workflow. All have the name first few words in the subject. thanks Kelly
Custom Report shows no Account Name and not all records
HI, i made some custom reports. in some reports is no account name. in some reports are not all records shown attache one example for no account name any ideas? Regards hubert
Rule is not triggered on update of a record via API
Hello, We are using API to update Contact's last login date and number of days after last login fields. We have Rule, which is triggered everytime Contact is updated, there is a condition to create a task for the contact owner if number of days from last login is equal to a number. It used to work, but now it does not work. And rule is not triggered by API update. When I update contact manualy, rule is triggered. So conditions in the rule are correct. Thank you in advance, Ivan
Sending follow up email automatically after sending an email
Hello, As per sales process we send a custom proposal using an html email template to our leads or contacts, sometime this email goes to spam folder, so ideally we want to send a text email saying to check the proposal email that will be sent automatically after sending the proposal email. Using a button or workflow rule we can send the email but is there any way to send the email automatically based on sending first proposal email? Best Regards, Wasiur
Lead Module - Send Notification email to the selected Owner checkbox not available to some users
Hello, In the Lead module, when a user wants to change the Ownership of a lead, the Checkbox 'Send Notification email to the selected Owner" is only available to me (the admin). How can I turn on this features for all users? To be clear, the users can change the ownership, but it's only the notification checkbox that is missing. It is available in the admin mode however. Thanks, Benoit
Lead Module - Send Notification email to the selected Owner checkbox not available to some users
Hello, In the Lead module, when a user wants to change the Ownership of a lead, the Checkbox 'Send Notification email to the selected Owner" is only available to me (the admin). How can I turn on this features for all users? To be clear, the users can change the ownership, but it's only the notification checkbox that is missing. It is available in the admin mode however. Thanks, Benoit
Download templates for SalesOrders
Hi, i looked to download templates from this web page but it doesn't allow me to. https://www.zoho.com/templates/salesorders/ Can someone recommend me a page where i can download template or how to make my own, i know how to create one, the only thing i need is to add the products, prices, discounts, taxes etc... Regards.
Can I add values from Lead Status pick list like Cold, Hot, Warm and Success
Can I add values from Lead Status pick list like Cold, Hot, Warm and Success.
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