How do I set up Zoho so that when I email an Account and BCC Zoho, that email is reflected in the Account's Zoho entry?
Thanks!
Display label for Pie Chart in Dashboard
Apologies if this has been answered before, but could not find it in the forum nor the help sections. Is there any way to display the value associated with each pie section on the Dashboard Pie Chart? Example: A pie called conversion rate with two sections: Won / Lost where Won is 75% and Lost 25%. Currently I have to hover the mouse over each section to see the value. Can I have it displayed directly? Thanks for the support
Pie Chart Issues
I had a pie chart on my dashboard and clicked Edit. I ended up not making any edits, but it changed my pie chart to a vertical bar and I am not able to change it back. When I get to the screen for Chart Type, pie chart is listed, but I can't click on any of the types. It is defaulted to vertical bar. How can I get my pie chart back?
Import contact error Tile should not contain more than 1500 rows
Good morning, My name is Sandrine, I delete all my contacts so I could import a better new list of contact and leads. In my CVS file are around 600 rows. But when I try to import it, I get this message: Crm.zoho.com says tile should not contain more than 1500 rows I clicked ok and nothing else have happened. I hope anyone could help me I would like to start cracking with this asap! Have a nice day! S
can't delete auto number field
Hi, I have two issues: I added a custom auto number field and then deleted it. 1. Now I need to create an auto number custom field, but it won't let me saying i can only have one such field!?! But at the moment I have no auto number field as the previous one was deleted. Proof of that can be seen when I go to create a new contact, this field is not there. 2. I looked in the existing records & I see they still have the original auto number field I created. I really need to erase that data as well.
configure the system with expert help
Hello, We are currently using standard edition. However we are not able to effectively use the features and/or configure the system for desired out put. Is there any dedicated resource available for helping us setup the features?
Transferring notes in a Lead to a potential automatically
Whenever I convert a lead, I would want all notes in that lead to be automatically visible in the potentials as well for that account. Is it possible. I can see it in the contact and account but not in the potential.
Try free version only
Hi, I would like to try Zoho free, but I get a 14 day trial of the professional edition. That does not help me evaluate the free edition. I cannot see which features would and which would not work in the free edition. Can you give a me a free edition to try? Regards, John Ceeves
Migrating previous CRM Campaings into Zoho CRM Campaings
I am trying to import our Constant Contact campaigns. I managed to import the Campaigns but I don't seem to be able to do the same for the Campaign Members. According to the migrate import I have 4 fields Campaign Id, Lead Id,Contact Id,Status I use the CRM API (JSon) to get the info of our first campaign. I would assume that Campaign Id is the CAMPAIGNID field {"content":"1777807000000394159","val":"CAMPAIGNID"} {"content":"1777807000000098015","val":"SMOWNERID"} {"content":"xxx xxx","val":"Campaign
Migrating previous CRM Campaings into Zoho CRM Campaings
I am trying to import our Constant Contact campaigns. I managed to import the Campaigns but I don't seem to be able to do the same for the Campaign Members. According to the migrate import I have 4 fields Campaign Id, Lead Id,Contact Id,Status I use the CRM API (JSon) to get the info of our first campaign. I would assume that Campaign Id is the CAMPAIGNID field {"content":"1777807000000394159","val":"CAMPAIGNID"} {"content":"1777807000000098015","val":"SMOWNERID"} {"content":"xxx xxx","val":"Campaign
CRM Plus Tutorials
Hi Where can I find videos I can use for staff training on following products; CRM PLus Books Recruit? Thanks,
Workflow Automation
Hi, I have a problem on triggering email automation on workflow. FYI, my company is doing international properties as well as organise events for clients. When they register with us (we are using Unbounce.com), it will goes to our crm database and they will get a Thank You email template from us. How can I divide or trigger the email template into two: one for properties and one for events for the new leads that register with us? Because the content in the email template is different based on what
Get Notification when customer contract is coming to an end
Where's the best place to add a customer contract and also set up so that I recieve a notification before it's ending.
Info from Form auto-populate in CRM?
Here's what I'm trying to do.... I want to send client's a customer satisfaction survey every 90 days, 6 months and 1 year. Is there a way to get their answers or that form/survey to auto-populate in their account after the client completes the questionnaire? In the same sense, we often send out pre-sale questionnaires and it would be amazing to know if I build the questionnaire in Zoho Forms, if I could have that form/their answers auto-populate in their account. Currently we have the questionnaire
Automation to Assign the Owner of a Lead ?
I need to find a way to set up an automated event that will change/assign the owner of a lead. This is extremely important data for profitability and employee performance. Let me explain how we use Zoho CRM and what I need. -We generate leads through google adwords. -Our salesman call and disposition these leads. -Each of our salesman have their own user in Zoho CRM. Each lead we generate defaults the field "Lead Owner" to our admin Zoho account. Each lead has a field "Status" where our salesman
I am not able to see my templates when trying to send an email.
Can someone please help me? This is driving me crazy!
Colour in events
This has been going on for 5 years. We have gone from its coming to no plans and back again. We love zoho crm but sometimes it's the simple things that we need. Straight answers. Any ideas.
invoice template not displaying account name
Is something crazy there? Also, can we change invoice/sales numbers? Thanks, Conrad
How can i change this ?
Hello guys, anyone know how can i change this e-mail events template ? Thank you a lot !
Email templates and PDF attachments not working
I am able to create an email template and execute through a macro successfully. However, when I edit the template and add a .pdf attachment, after executing the macro the email sends but the .pdf document is not attached. Please help Thanks Scott
Uploading logo causes organization already exists error
When uploading my logo, I get the logo as illustrated in the attached screen shot. I've also attached the logo I'm trying to upload. When I first received the error, I was able to add a space after the original organization name and it worked; however, it was too big so then I couldn't use that trick again. Please advise.
prospect not moving to customer
hi when we close a deal from prospect stage, the customer type doesn't automatically change from proset to customer. Is there a way we can make that happen? Thanks,
google chrome will not delete contacts
I am using windows 10 and google. when I try to delete contacts in zoho CRM nothing happens. I tried it in IE and it worked. I prefer to use chrome as my default browser - anyone know how to fix this? maybe its a setting in the browser? Thank you,
Archive Lost Potentials ?
If I lose a deal, I expect to be able to archive it in some way so it does not continue to show up in Potentials. Or there should be a filter for "lost deals". I often circle back to deals we have lost a few month or up to a year later. In order to not see it in the potentials list, the only thing I can do is delete it, which makes no sense at all. This is pretty basic functionality and the lack of a solution here makes the product far less usable. Solutions?
Generating a Report : Quotes by Product
My business is a rep agency representing multiple manufacturers. I am attempting to generate a report to ascertain the value of quotations we have in our system by product. This is so we can generate a report to the manufacturers we represent to demonstrate the number of live quotations we have. When I attempt to create this report, it does not allow me to save it. Regards Steve
Update Potential's link to a Campaign via Sheet view
Dear Zoho team, Is there a limitation that you can't use the Campaign ID field via Sheet view to update the potential's link to the Campaign Module. Potential Id Campaign Source Id 1185867000007790434 1185867000006959125 If I use a custom view for Potentials and show the records in Zoho Sheets. Then add the campaign ID and save. The potential does not get updated with the Campaign. Please advise if this is not possible, Thank you, Thomas Pursiful
Running sales report for Potentials with multiple products leads to duplicate entries
I am having a problem...I am running a sales report (one of the built-in ones, and nothing fancy) and here is what is happening Running report on all closed potentials If a Potential has had multiple products added to it I get duplicate entries in the report, all of the same value All I want is each Closed Potential's value shown to me only once....you can see in the screenshot below....each of those duplicate numbers is actually from the same potential (4 potentials in total) and it messes up the
insufficient privileges when trying to "Create view" on the Leads tab
insufficient privileges when trying to "Create view" on the Leads tab, although i am a super admin. i can create views for other objects such as contact... why is that and how to solve it?
When generating a report, we are getting duplicate records
Hello, We need to generate a report of leads that include a specific field as true, that we are then making a CSV file of. The problem is that we are getting multiples of each record in this list. ie we have 3 results in the report for one person etc. Do you know what may be causing this? It's problematic as on this report its showing 44 records, when in fact we only have approx 20. Thanks, Adam
Massive deleting
How can I delete massively and quickly all the accounts from my CRM? I've imported 800 accounts but it was a mistake and I would like to recover a clean database.
Adding new users.
I am trying to setup and test the free version of Zoho CRM (that says it comes with 10 users). I created 2 additional users and they did not get emails so they can create an account. I don't see where I can give / reset passwords. Super confused here.
Synchronise Zoho CRM tasks and calendar with Mac
Hi I have been using another CRM package that allows me to subscribe to its calendar via a URL. When I create a task or event in the CRM my calendar on the Mac picks it up and shows as a normal appointment (it also provides a link to the CRM task). Can I do the same in Zoho? I'd like my mac to show scheduled tasks and events. Even better, is there 2 way syncing for mac and Zoho CRM? Thanks
Is it possible to downgrade a Contact to a Lead?
If someone enters a new lead as a Contact, is there an easy way to change them to a lead without having to delete and retype their info?
Deleting an email from Gmail
If I delete an email from my business gmail account. Will that delete it from the Zoho contact as well.
How do I ad multiple contacts to one lead?
How do I ad multiple contacts to one lead?
Update to Quotes and Invoices module, only the Account Look up populates the billing address data now.
Dear Zoho Support, We just notice this morning that if we go to the Quotes or Invoice module and click add new, then do a contact lookup the account lookup field is prepopulated with the correct account but the Account billing address does not populate. However, If I lookup the account first then the billing address is prepopulated, we have to then select the correct contact. But at least the billing address gets field out. Previously, this worked both ways to populate the billing address using
leads mass converted but not available as account/contacts
Hello Zoho Team I have just mass converted 3 leads but they are not available as Accounts/Contacts. If I launch a search by name they still appear as leads but when I try to access to each lead a warning message says "Sorry, you cannot access the lead". In the end I don't have in my db any more these 3 names. How can I recover these names? Any suggestion? grazie
Merge duplicate records
Hi everybody I'm trying with my team the Enterprise trial version for the evaluation period I'm not able to merge duplicates contact or products... I'm trying using the command Find and merge records but seems it doesn't work.... Is it maybe a limit of the trial version...??? Could you help me please Thank you Carlo
Append data to existing lead from Gravity Forms
Hi, We have multiple forms on a clients website and want to know if it's possible to append the data submitted from a form to what's already in the Lead. We are currently using Gravity Forms and their Zoho CRM add-on. They have the following forms: Itinerary Download - This is a download gate form and needs to be filled out to download a PDF document. (this is the most filled out form). Booking Enquiry - This form is also on the same page as the Itinerary Download form and is specific to the page
Add plan Field to Support Web Form
I want to add plan Field to Web form. but there is no option for that. is there any way i cam do it. Added Custom Field with code <input type='text' maxlength='255' name='CONTACTCF1' id='CONTACTCF1' value=''/> but its not adding it.
Next Page