I can't import records
I have a csv with 13000 leads and keeps rejecting it. I've cut it down to 5000 and it still is not accepting the file. It says it cannot contain more than 20000 rows yet there are only 5000 in my excel sheet.
Import same company name with different address but I have field that is unique to each record
I am trying to take a client from one CRM to ZOHO and they have records with the same company name but a different location. I created a unique record id field in their old system and a field in their new ZOHO database to match. When I try to import the records is rejects all but one even though I told it to use the record id field to match. Am I missing something? Lanny Brown ZOHO Partner
Message sending failed Following Leads are ignored due to invalid email:
sending emails through leads view and getting this message although emails are correct and valid. Message sending failed Following Leads are ignored due to invalid email:
Mass Updates based on a lookup
I have maybe 6000 contacts in Zoho CRM with some user defined fields including one called Serial which essentially is a unique numeric identifier for each contact that makes sense to us. I also have some financial data from another system that also uses the same serial and which as other useful fields like total sales. My goal is to update Zoho with the financial fields monthly based on a look up (to use excel terminology) of the same Serial number. How do I most easily do this do this ?
Is this CRM useful for small B2C companies
I just registered a free account and started exploring the CRM. But while looking at lead formats and products, it seems to lean heavily towards B2B companies. Should I take the time to customise the fields or look for another CRM that is B2C oriented? Will be grateful for your suggestions. Thanks. p.s My main requirement is tracking phone and email leads with reminders and sales cycle reports to better sales. As simple as that.
Export Leads
We have a new salesperson who entered a lot of "Contacts" as "Leads". We want to export the selected "Leads" and reimport them as "Contacts" Your online manual says the is an option under "Lead Tools" but I don't see it. Leads Home Page Click the Leads tab to view the Leads Home page and perform the following operations Use the Lead Tools option to perform some common operations such as mass transfer, mass delete, set up assignment rules, export leads, etc. Can you provide any direction please? Thanks
How can i get emails sent to show in closed activities
I want to sent emails through your system so i can see what communications have been made for a prospect. however, under closed activities I cant seem to show the emails. I can log calls and other tasks, emails are a basic activity. Any help would be appreciated. Thanks -jeff
I need to export the leads from a campaign to excel to be scrubbed by a partner
I saw this question asked years ago in the forum, but it does not appear to have been answered. I have not been able to figure it out. The functionality has to exist; what am I missing here? Thank you.
Show account history
I thought there was a button that can created that will show an accounts History with one click vs. opening up each activity? How can I set this up?
info email to crm
hi is there a way I can have emails that come into our info mailbox go straight into leads into crm?
Auto populate fields in in invoice from account information
Hi, When I create an invoice, I would like to add the main contact from the account and his telephone number. This is data that is already in zoho crm but I do not know how to pull it.
Lead/Prospect Report by status of prospect
I'm trying to generate a report which would show each salesperson's current active leads/prospect and which would show the history of "moves" made on them. We may not be saving the information for the prospects in a manner which allows us to do this properly. (Zoho was implemented a bit chaotically in our company)
Finding Leads w/o Open Activities
Is there a way to create a query to answer the question? "Show me all the active leads I have created that don't have a task associated with them." Thank you, Jonathan
other language unwanted
I changed my language option. i.e. Setup ---> Personal Settings ---> Account Information ---> Edit ---> Change the language ---> Save. but It showing Korean
Language
Some of my screens have started coming up in German - why - I have checked my language setting and it is English - it doesn;t happen on all screens - just intermittant ones David Bosomworth
Feature Request: Checkbox to automatically Complete a task
I am a newcommer. I find ZOHO to be cumbersome when completing tasks. If the task is a phone call for example, I have to: 1) Open the task details, 2) Edit its Status 3) Select Complete 4) Hit Save 5) Go back to the Account or Potential 6) Log a call. Suggestion 1: Have a checkbox next to the task when in list form. Checking the box would automatically change the task's status to: Complete. The user can always edit to set it to some other state. Suggestion 2: Allow user to "Log a Call" or
Report on Emails created no longer works
Hi, As of December 31st, 2015 our reports on emailed created no longer functions. The email source is typically an outlook plugin. I can see the email if I search them manually but cannot pull them via the report. What has changed, why doesn't this work anymore.
Web Forms
The user manual instructions say to go here to begin building a web form: Setup > Website Integration > Web Forms However, I don't see this menu anywhere? What page is this on?
Can't add a new user
The role name lookup doesn't work. So I cant add a new user
I cannot add a new user
Pop Blocker is deactivated and role name lookup will not come up. Please advise
Cant delete leads, contacts or attachments in Zoho CRM
Cant delete leads, contacts or attachments in Zoho CRM
Capture the URL a Zoho CRM Web Form is submitted from
How can I capture the URL a Zoho CRM Web Form is submitted from? I use the same form on multiple pages and need to know from which page the form was completed on. How can I add this to the source code embedded on my website?
CRM Plus Issues
I have a number of issues after upgrading to CRM Plus and still discovered more over the last 48 hours and not seeing anyone on live chat over this period (maybe they blocked me?) and no response to two issues reported 48 hours ago as well, not even an acknowledgement. Put these together with two issues identified prior to upgrade and Zoho confirming it is an issue at their end but two months and no fix. This really concerns us right now, and when I posted to messaged to twitter @zohocares no response.
Account layout
How do you remove/add fields that appear for contacts when on the account level?
impossible to import contacts - "Authorization refused, the record belongs to another user"
Hi, Any idea on how to solve this bug ? I created the account and started to import data but then I get the following error code and nothing is imported impossible to import contacts - "Authorization refused, the record belongs to another user"
Adding a "continuous note record" when somebody goes into Edit the leads .
Is there a way to add a "continuous note record" when somebody goes into Edit the leads .. Something Very similar to the Sales Order ... where you can just keep adding "Invoice Detail Lines" to the Sales orders Or do I have to make custom modules for the leads and the notes? or it cant be done THANKS in Advance .. Joe Example EDIT Leads --------------------------------------------------------------------------------------------------------------------- Joe Smith Address City NoteID NoteDate
add a trainer to a course
hi we're a training company and want to add trainers as a field so we can search what trainers have delivered courses for us. Any ideas on how best we can do this - presently crm plus, book, project and recruit user. Thanks
how do I link a contact name in an account field to the actual contact in contacts?
I have been instructed not to create an account until there is a sale, I have contacts that are pretty close to becoming accounts, I have accounts that should be linked to certain contacts, how can I link the contact field in my accounts to the contact that already exist?
Zoho Mail link in Zoho CRM
Hi I have Zoho CRM and want to add a link from Zoho Mail in the menu bar at the top of the control panel so I can keep everything in one place. I know this is possible from one of the video's but don't know how to add it. Any ideas? Regards Darren
Zoho Update
Has Zoho just been updated, this seems to suggest yes but see no differenceshttps://www.zoho.com/news/zoho-rolls-out-major-update-to-zoho-crm.html
different types of plan in the same org
Hi, is it possible to use zoho crm different plan in the same organisation? like some users use professional plan and other use the standard plan. Thx
Importing Accounts with Contacts.
I have a list of current customers with names and company information in XL format. I'd like to import them into accounts with the corresponding contacts. How do I go about doing this?
How admin allow view access to all his leads to all subordinates?
How admin can allow view access to his leads to all subordinates? So, if subordinates searches any leads he can see that lead's owner is admin.
This same email address for user
we will create new user with "old" email address and receive error: This Email address is already taken. Specify a different Email address for the user. but we need this same email adress for correct communication with customers. how we can create new user?
Sharing Module Information
Is there a way when building a view, say in "Contacts", to use fields from say "Accounts"? So, let's say I want to simply include the "Account Type" in the "Accounts Module" in the "Contacts View".
Features that need to be included
The list of All activities, under the activities tab should include account name. also PLEASE include reminders in the view and any other related lists. I do not use due dates at all, for me reminders are really important i need to be able to see when i will need to call it in advance.
Export events to Google Calendar not working
Hi, The ability to export events to Google Calendars stopped working on Thursday. It was working fine but now when I try to export anything, the screen just goes grey and nothing happens. Has there been a change to either Google Calendars or the Zoho Export functionality? Thank you
Email templates
I am setting up an email template and would like to have our company logo included. I upload the logo and put it in position but when I send the email the logo increases in size. Can you please tell me what I am doing wrong?
Enhancements in Zoho Projects Integration with Zoho CRM
Project Management Software such as Zoho Projects helps you plan, delegate and manage your tasks efficiently. When this tool is integrated with a CRM system, the result you get is an efficient project management system with a focus on the customer. It is with this objective that we have enhanced the integration between Zoho Projects and Zoho CRM. You can now view, create, associate and manage projects related to your customer, all from within Zoho CRM. Following is an overview of these enhancements.
Zoho CRM Calendar Caldav
Hi, Im trying to sync my phone calendar with zoho crm calendar to that end I am trying to utilise the caldav however the address calendar.zohocrm.com is not being recognised by anything thus far.
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