E-mailing a partially filled form
I need a way of e-mailing a potential client with a form that is pre-filled with the information that I already have for them and blanks for the information still needed in order to turn them from a lead to a client. Is there a form that I can use to do this? Suggestions on the easiest way to accomplish this task?
Remodeling Company Setup
I'm new to Zoho and trying to figure out if I can use it for my kitchen & bath remodeling company. The way my business works is we get a lead (contact form from website, call in, referral, etc) and we set an appointment with a sales person. After the initial in-home appointment, we do a proposal for the project or separate proposals for multiple projects (kitchen/master bath/powder room) and set a second showroom appointment where the client either signs or doesn't. We also have repeat clients that
Terrible user management for admins
I've been working with a variety of enterprise level CRM's since 2004 and I've never encountered such poor user management features for admins. The inability for an admin to change the email or password of a user is truly bewildering. A user has left and I simply want to change the email on the user to the new employee. I'd put up with not being able to change the password if I could change the email, the new employee can do a forgot password. Come on Zoho, this is 2016. Even the old username is
Search in notes shows contact name?
Can I search notes and see which contact/account that note belongs to, or is it only possible to see the note title and note context? (I don't have an account yet so I can't test myself)
Linking contacts with accounts, etc
Hi all, How do I link contacts with other contacts, accounts, deals, etc?
Workflow Rule not triggered when a record is updated by another rule ?
Hello, I have a question about Workflow Rules (WR) : are "Field Update" rules triggered when a field is updated by another rule ? Here is our use case : We have a WR on Quotes : when the quote stage is changed to "Accepted", it triggers a change on Potentials, the potential stage is changed to "Accepted" too. And we have a WR on Potentials : a webhook is triggered when Potential stage changes. So, when a quote stage changes to "Accepted", the potential stage changes too, and this webhook should be
filtering leads by 'email status' problem
Hi, I sent about 490 emails from CRM on 10/01/17. When filtering leads by email status by sent on date '10/01/17' And status is 'any of above' Only 80 of the 490 leads came back in results. Why was that?
Mass Transfer
Hi, Please can someone tell me if the mass transfer operation transfers everything to the new user including activities and events etc. or do i need to do something else to make sure that all data has been transferred before i delete the account? Thanks Sue
Last Name cannot be empty error
Most of my forms, which have worked before, now only give this error when the whole formed is filled out, including the Last Name field. What changed? How does this get fixed?? Thanks, -Melissa
IMAP Connectivity to Gmail
Hello, I see that my account has iMap connectivity to Gmail but one of my users does not, and I cant turn it on? I'm a superadmin from what I can see. I am not seeing the popular iMap screen shot as in this example: https://www.zoho.com/crm/help/email/configure-imap-account.html#Zoho_Account 2nd Question If I enable iMap for this user, will we loose their current emails? 3rd Question: Where does the Email button go, I see people have commented on that? Thanks
Template Enhancements in Zoho CRM
Email templates form an integral part of communication in CRM. Whether it is a welcome email that you automate to be sent to your leads, or a big deal alert you send to peers, templates are closely associated with your everyday CRM activities - and we want to ensure that your experience using them is seamless. With that in mind, we have enhanced templates in Zoho CRM for better user experience and flexibility, with a few additional new features thrown in. Following are the top new features and changes
Skype and zoho CRM
Hello how to be possible to clic on a tel field in CRM and get the call directly ? At this stage it just open skype screen and I have to dial with my PC keyboad or with the skype screen.. thanks nono
Import Leads for User
I'm requesting you please add a third option, "Import Leads for User" followed by a pick list of users. I often import leads for a single user, which requires me to always add a "Lead Owner" column. It would be helpful to just choose the user at this stage. (I've disabled import permissions for my users after too many data quality issues; I do the imports for them)
Mass Update - restoring data to original
Hello, How do you restore data in a particular field that's accidently been changed in a "mass update"? I'd like to restore it to the original field's data.
creating Reports : how to choose module order ?
Hello, When creating a report how to choose module order ? for instance : option, contact, accounts have to be linked in my report. Thanks nono
Obsolete products
Hi, i have some products in CRM that i want to 'obsolete' i dont want them to appear in the product list avaialble to quotes, but i cant delete them as i want to keep my products history for my customers. how do i do this?
Potentials in Zoho CRM
Dear all, We are starting using potentials in our company but the whole thing seems not to be doing what it should or I unable to find it. When you open a potential, you need to specify the products/services that you are offering, and how many units of each. the way in which is setup now, you can only create a general potential amount and nothing else. When we open a new potential, normally could include 7 to 20 products, so having the information as a total, does not help. We would also need after
How to follow a team member activity
I added a new user and wanted to follow all his activities (instead of following each lead/account individually) so they show up on my feed. Is this something doable?
Can I sync zoho activities with google calendar?
I read the forums and help tab but can't find an aswer to my problem. when I go to settings, extensions, I can't find the google calendar option.
Zoho Writer - Cannot save updates to Mail Merge templates
Hi! I have an urgent issue in that I can no longer update mail merge templates that we use for Quotes etc. It says that it is autosaving but it isn't. When I do a manual update to the template I get an error message. I have tried creating new templates in Zoho Writer and get the same problem. I have tried importing templates and still have the problem. Any help would be really appreciated! Tim +353 866 044 820
Syncing Zoho CRM with iOS devices
How do I sync Zoho CRM events with the calendars on both my iOS devices and my iMac? I would also like the calendar on my iOS device to sync with Zoho CRM.
Synchronizing Gmail Aliases
Greetings, One of our users has a primary gmail account synched to Zoho CRM, but with several gmail aliases associated with this account. These are 'true' aliases, and not those using the '+' symbol. How can we add these aliases in her emails settings so that they will be recognized and the messages sent to, and received from, Contacts and Leads imported to our Contact and Lead records? Thanks!
Cannot edit first name of Leads and Contacts, editing task fields hidden - general z-order issues?
Hi, Since the last release I have noted that the firstname field displays as blank and it looks like you cannot add data into it: - When adding a new Lead - When editing a Lead or Contact The field appears to be present though, as I can tab to it, type and some of what I type is saved, but not displayed when editing. Also when editing a task the status (not started etc) is on top of the calendar when I click on the due date to change it. I am using Chrome (Version 55.0.2883.87 m) EDIT: The screen
Accounts have disappeared?
I have not accessed my Zoho CRM for about three months but now when I go in, I can see all contacts but no accounts. Accounts are not headed at all? Has something changed? I'm using the free version.
"House Accounts" that All Can See
Hi, We have 30 or so "house accounts" that I've assigned to me, the system administrator. We want all of our sales people to see these accounts, write notes, etc. When I set these up originally, I shared them from System Adminstrator to Sales Engineer with Read/Write/Delete access and it worked for a while. (See attached screen capture.) Now nobody except me can see them. I don't want to make the default for accounts to be "Public" as that will give everyone visibility to everything. What am I
Please bring the old search function back | Searching Records
I'm not sure why you have moved to a less intuitive solution. Please bring this back
Using a .csv file to import record to Zoho CRM giving me a problem
Hi. I need to import some contacts from Salesforce into an account in Zoho CRM. In order to do this I need a .csv file. As we all know, the "Account ID" field of the import is mandatory. But basically this is what happens: the account id is:1754161000007234032, but Excel changes it 1.75416E+18 and therefore Zoho does not recognize it as a valid Account ID.I have searched with Microsoft and Excel and it doesn't matter that I change the field in the .csv file to text, general, etc. after I save the
Webform for custom module ?
Hello Team Will you allow to create a webform for custom module in the future? Thank's Moderation Update: Webforms are supported for Leads, Contacts, Cases, Vendors and custom modules for a long time now. Read more about the same in the link below.
How to add a formula to a view's criteria
I know there are formula fields that can be added to a form, but how would I add a formula to the criteria of a view? For instance. We have a field in our Contacts form that is the date they joined our program. I need to find all of the contacts that are due for renewal today. So if they joined on Dec. 15,2012 the formula would return the value of 15. The formula I want to use is "Dayofmonth(${Contacts.Payment Start Date})" but I can't see where to use that when defining a view's criteria. Any help
Day limit reached - when it resets?
I got a message than my day limit of deluge script is reached. 1) What is the time where it will be reseted and I will be able to use workflow rules again? 2) will my rules, which did not work due to this, be done tomorrow, or they will be lost?
Exporting to Salesforce
I am working with a company that requires the use of Salesforce. I have no desire to move from my reliance on Zoho, and thus would like to know if anyone has a suggestion for exporting selected data to Salesforce from Zoho. Any advice would be appreciated. Thanks! David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Feeds not showing for Group
I created a group and a couple of auto follow rules assigned to the group in the Feeds tab. However, nothing at all shows up in the group feed. This group consists of the actual users and I even added the Roles just to be sure. But nothing is showing at all - just a message saying "no data available" Any idea what the problem may be? Thanks!
Is Inventory Management going away in Zoho CRM?
Is Inventory Management going away in Zoho CRM because of Zoho Inventory product. I noticed the "Inventory Management" is no longer a side link on the Help Topics.
Using Products Module and Custom Module per Product Type
Hello everyone, Is it a good practice to use Products module and create a custom module per product type? Since my products have different informations than the others, I am wondering how should I be storing these. Should I.... create sections per product types create modules per product types, and associate it to Product module Thank you!
Duplicate account names on report
When we run a report using account type is a certain name (architect), many account come up two or more times in the list. Why is this? Cannot figure out how to keep the exact same accounts from repeating in the report list.
Importing Tasks - how to associate it with an account?
I'm trying to import tasks into Zoho. Exporting to get my Zoho ID I imported my companies and contacts from the Setup > Data Administration > Import. Then, I exported my companies to get the Zoho ID (i.e. zcrm_2195XXX000000176XXX) Importing to Tasks I used the above ID for the "related to" field during the task import. After the import, the related ID is empty and the task is not associated with anything. What am I supposed to use in the "related to" field for a successful import? I followed the
Zoho Desk tab inside Zoho CRM
Hello, our Zoho CRM plus users currently have a tab to Zoho Projects which opens directly inside Zoho CRM. I think it's embedded into the CRM as an iframe or equivalent. My question is whether the same can be done with Zoho Desk. Our best scenario is that users do not have to leave the CRM interface to view helpdesk tickets. I tried to create a web tab pointing to zoho desk, but it loads a blank page. Any ideas? Thank you.
email - crm integration
hi does the zoho crm and mail integrate in the free edition as i'd like my emails to show upon each contact?
Converting a text field to a dropdown
I have a single line text field that I just realized would be much easier to work with as a drop down pick list. Is it possible to convert a field to a different type, and if not, any suggestions? Thanks David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Customize Deal Stage in accordance with the Deal Type
Hi there, Everything is in the title! Is there anyway to adapt the stages based on the Deal Type. For example : - If the deal type is "New Business" > Stage type 1 - If the deal type is "Reseller" > Stage type 2 If not, that would be a great features for us, and I guess the community; Tony
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