Web Form Fields
Hi, I've created a web form in contacts and embedded successfully in my website. The only problem is that I don't want the mandatory 'last name' field in my form. Can I create a form in Zoho CRM without this? Thanks, Andy
e-mails not in contact list being converted to leads
A while ago I set this option: -Have Zoho monitor my IMAP account...if I send an e-mail to someone who is not in our Zoho contact list, then create a lead automatically for therm. I desire to turn this feature off, but I can;t fine where I enabled it....any ideas? Thanks!
Data import: accounts and contacts are being overwritten, not skipped
Hello, I need urgent help - in the past I have successfully imported a CSV file, whether contacts or accounts, and any duplicate email addresses have been skipped. Today both types of import are overwriting existing records, not skipping them. At time of import there is no option for me to check saying "skip duplicates". Please help me get this sorted? Thanks in advance Jo
Searching leeds by Logs
Hi dear zoho support, How can search the leeds that have not logs for call or meeting ? Assume we forgot to make some call logs for some leeds and we need to have the list of them, can we search by this item ? Regards Amir
How to find out what emails were sent in mass email
I sent out a mass email but exceeded daily limit, went to continue today but when I refreshed page it changed the order, I just what to check what was the last block of emails sent so I can continue where I left off. Thanks
Categories
Hello, Is it possible to categorize accounts.
LinkedIn
I am still checking out the trial. Can I add my LinkedIn to Zoho? And will it update when a prospect messages me through LinkedIn like my Outlook?
Source reports for Dashboards
I'm creating individual "Sales" Dashboards for our different Sales reps, I want to use the same source report but change only the "criteria" on each individual dashboard. Can I do this without having to create/save multiple source reports? Hope that makes sense, Thanks Amanda
Is there a way to group contacts into different lists?
I'd like to group my investors, buyers, sellers, and vendors into different groups.
Lead and Contact Reports
Is there a way to crate a report that includes both Leads and Contacts. I understand and use the transition from lead to contact when an opportunity is created. However, to track the entire process from qualifying a lead to proposal to sale would be beneficial.
Search limits and exports
We are just looking at migrating from ACT! and have about 11 users on professional as a trial basis. I quite like Zoho in many ways but I am a bit worried about what to me seem some surprising omissions/limitations: 1. There seems to a some kind of search limit of 250 per day. This looks a serious issue, we needed to switch off the phonebridge incoming call ID and even then we hit the limit. We have 11 users some of whom don't make many searches at all but we don't seem able to average the number
Reg: Getting Invalid Ticket Id exception
Hi, I am stuck with this exception. When this Invalid Ticket Id exception will be resolved? I am getting this exception since last week. Please suggest me on this.
"Vendors" section within the Potential Module
Am I able to add a "Vendors" section within the "Potentials"? I would like very much to see my "Contact Roles" as one section and "Vendors" as another section within the "Potentials" module. Is this possible?
Problem to open Tasks
Hey there Want to open and create new tasks successfully but I can not see in the history of the potential client, - picture 1 I can only see on the "activities" - picture 2 It would help if you could look into this Thanks and regards
Email templates unavailable
Hey there, I created my post but these templates are not available for me (administrator) and for my users, Someone can give me some solution Thank you
Customise report layout
How do I customise a report layout? I want to add my logo & branding &c.
CRM web form
When I test to input value in this form, CRM did add a new contact. But I dont see anything else I input. Where can I see them?
Help with advanced search
In the docs it tells me to select the module, in this case leads, then click on the search icon to open advanced search. But nothing happens. If I click the down arrow beside the search icon I get a list of models I can search through, but I don't get the window to select my specific criteria. What am I doing wrong? Any help appreciated. Kerry
Problems setting up a new user
I am getting the following email while trying to setup a new user on our Zoho CRM. But the user is not a super admin at all .... has invited you to join ...... CRM account. Since you are already a part of ........ CRM account and you are the super administrator for that account, you will not be able to accept the invitation. To accept this invitation you need to, Make any other user in ....... CRM account as a super administrator and ask them to delete you from that account. You can refer this help
Email Integration means???
I'm finishing up on the trial version and wondering what version to get. The professional version says email Integration. Does this mean I need this version to send and record emails ent via CRM or that I can't view/log incoming emails from clients? Thanks
Moving from Members (Contacts field) to Former Members (Custom field)
Hello, I would like to be able to convert, or more likely move or import people from my Member (Contacts) Field to my Former Members (Custom) field. We use Zoho for our health club and have leads we convert to contacts (members) once they join the club like everyone else uses. However we usually delete people out of Zoho after they cancel their memberships with us. We do have many people who after cancelling come back to us later on, so I would like to be able to keep all their information as it
Editin Lists
Hi,, How can I edit lists ? for instance, when creating an account I get one list to select Account Type and another list to select "Sector" of the account. Where can I edit Sectors and change them ..? Thanks.
cant access my zoho CRM
hi can oyu help me guys i cant open my ZOHO CRM they are asking for sign-in code verification, i dont have acces with my phone number 09154311271 what can i do?
Outlook Categories in ZohoCRM
It would be an extremely useful thing to have Outlook Categories populated within ZohoCRM. Clearly, the system 'look's at the categories when syncing (sync category yes/no). Not having what appears to be a simple thing is very frustrating.
Zoho crm mobile
Hi. I have added my own set of user defined fields to the EVENTS template under Accounts. When I look at the EVENTS on the Zoho mobile app, the standard fields are visible but the user defined ones are not. Can I have the user defined fields sync to the app? Thanks
Formula field based on other two formula fields
Hi I have some custom fields on Account like this: € field formula field1: € field*21/100 formula field2: € field*7/100 I need a third formula field3 like this: € field+formula field1 - formula field2. I can not create this formula because in the wizard the formula fields are not appearing. Any idea? Thanks in advance.
Sum value in a matrix report returns no records
I have a matrix report that returns record counts in the cells ie works fine. When I customise it and change this to total one of the fields shows no output just "no data available" although it says "Displaying 1 to 13". There is data in the field I want to sum. I have tried re-creating the report from scratch and adding the field concerned to the selected columns before changing it to a matrix report. Makes no difference.
Our Google Calendars are now no longer Syncing with our Zoho Calendar.
I was working in the CRM last night around 6 pm est and the Google Calendar sync was working fine. This morning all of our staff's Google calendars are no longer syncing with their Zoho Calendar. Is anyone else having this same issue? Please note we just changed our primary domain with our Google Apps account and for all our email accounts about two weeks ago. I have also updated my Zoho account to use the new domain email as the primary domain. However, this was working yesterday, so I'm sure why
Are Zoho Calendar event creation based on Deluge Script modified by the Company Business hours?
Dear Zoho CRM and Creator Teams, Just wondering on this thought as is strange I seem to have no issue with a Date/Time field creating Events on users calendars but sometimes I notice that the update to the users Zoho and Google calendar does not work after the business time set in the Admin CRM business hours settings? I also wanted to note this event was created by a Zoho Creator app i'm working on. And on that note is it possible to make the date/time field appear and work the same as the CRM version
why country and city field is a text not a select box
hi , I was wondering why fields that has predefined values like cities and countries are not field drop down list
Sheet View for clients
Hi I wnat to do a 'tidy up' of my current clients. Is it possible to have a sheet view (excel sheet) of all my clients rather than having to do one by one. Currently I can only do a sheet view of the clients on each page ie ten at a time. Thanks Zena
Using campaigns within zoho CRM
Can someone assist with how i should use a campaign within Zoho CRM. I have created 3 campaigns but it doesn't appear to flow how it want it to. I think i'm using it back to front. I've created a campaign using existing leads, e.g. i have leads that are 90+ days old and i have imported these into a 'Campaign' so that they can be refreshed however i am finding it difficult to work these within the dedicated campaign. After reading the help menu i think that you start an activity (external to Zoho
Print Mailing Label option in Leads shows Phone #, not Address on labels
I select a few leads in my leads list and click the Print Mailing Label option. The displayed labels have the contact name on line 1, company name on line 2 and phone number on line 3. Yes all contacts have a valid mailing address but the addresses do
B2C Partnership Tracking
My company is B2C, and I want to use Zoho to track my individual customers as well as my partnership efforts. Has anyone done this? If so, I would love to connect and chat about it.
Converting Lead using time based field update action
We've set up a workflow rule to update a field using time based action and set up another workflow rule to convert the lead based on that field updating. Seemed , field updating working fine but it can't convert the lead. Is it not possible to automate the lead conversion in such way? Let me explain little bit- we are getting lead from third party tool using Zapier. When we get qualified lead we want to get it converted to contacts and potential automatically. We know, converting works only on field
Aside from Leads, is there another type of module allowing to convert its records to contacts?
Hello, Entries present in the Leads module can be converted in contacts, but I didn't see the same functionality (using Zoho CRM Pro) in any other module in Zoho CRM. For example, if I'd like to convert a vendor into a contact, I don't see the "convert" button like it's present in the lead detail screen. Am I missing something? - Adriano
How To Change Status Of A Lead
Hello, I am looking for a simple method to update a lead that has no value. "Dead Lead" I don't want to see the lead in the "Open Lead Filter". Please advise on how to accomplish this. Thanks in advance. JTL
mass deleting
Deleting Mass Contacts Does not respond I am trying to delete all of my contacts and start from scratch. When I try to choose Tools > Mass Delete and search for contacts, the Delete button does not do anything, Am I doing something wrong? Scott A
Automation rule on new lead - not working in free edition
Hi I am using the free edition and created automation rule based on new lead record. The rule set to execute on create. The criteria is a name of a user that is opening lead. The lead is created via API integration from our WordPress based Website. Once the rule is triggered it should send email using Email Template. For some reason we did not manage to get the emails once new lead was created. Any idea what we can do to fix this ? or maybe there is another way to get such notification on new
Pick List Auto Fit
It would be nice if there was an option to auto size the pick list field to fit all of the selections. Currently you can only view four selections without scrolling.
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