How do I move a converted lead to a client?
I've used 'mass convert' to convert my leads but they've disappeared. I have a tab called 'Clients' but can't figure out how to get them to populate there. Please help anyone! This has become a huge time suck!!
I'm so lost..........
Is it possible in free version to take the specific information entered in one module (Contacts), and send that information into another (Leads), so as to create a new lead?
Account Name random data
I notice that random names are being dropped into the account name field for many contacts. The names are real names but not related at all to the contact and not entered by me. Any idea why this is happening?
Enhancements in Zoho Projects Integration, Managing Macros, Custom Modules and more!
Here is a bunch of enhancements brought to you by Zoho CRM this November. The updates include enhancements in Zoho Projects integration with Zoho CRM, Zoho PhoneBridge, macros, custom modules and Webhooks configuration. Read on to know more. Create a Project Group in Zoho CRM You can now categorize projects in Zoho CRM. While creating a project you can select a group that the project belongs to. You can create a project group from the Projects tab. The Project Group thus selected also appears
How do I add quantities of products to potentials?
I have spent a considerable amount of time trying to determine how to add quantities of a product to potentials. I found a forum thread from 2007 saying that this feature would be added in an upcoming release (September 2007). However, I can't figure out how to do it. Help! Don
Emailing from a reports
Hi, I am looking a purchasing the professional edition. I am playing around with the trial. I have run a report to see what accounts have a certain product active. Is there a way I can take that information and email these accounts product/sale information? Thank you, Tom
I do not see templates when trying to send email to a contact
When I bring up an account and select the contact and try to send an email template there is nothing in the drop down box. I've seen other threads like this but no fix was attached. What am I doing wrong my templates are there. Can you help with this please Thanks Gord
Create web form to potential
Hello , I need to create a form to generate our business proposals and that they are linked to a potential . Someone would have an idea? thank you
How to print account notes?
How can I print an account history including contacts and the notes I have entered over time?
How to create a group of contacts?
Hi all, How we can create a group of contacts on CRM contacts? Thanks Rasoul
Add Most-Recent Open Activity Column and Most-Recent Closed Activity Column in Report
In a Potentials Report that includes Account/Contact/Activity modules in the report, I'd like to display two columns: one that shows the most recent open activity, and the most-recent closed activity. That way I can make a report that shows what the next open activity is, and the most recent closed activity. Is this possible to do?
Feeds module not reporting updates to tasks properly
When looking at the Feeds in Zoho CRM, i can see updates to Accounts and Contacts but when a Task is changed or created, the only thing we see is numbers which I assume are references to the account or contact. We have no information on the contact or account that this task is associated with. See photo below. As it is now, the Feeds module is useless because the numbers don't mean anything to us. Please help!! Thank you, Boris
Manage Business Email from Gmail but send from within Zoho CRM ?
Hi I started the topic IMAP setup NOT working for my Domain email with this question amongst others, but now I think it should get it´s own topic. Up to this point I have managed ALL my business email from Gmail because I love their interfase. So, I have my domain address setup to forward all emails to my gmail account, and I have setup my Gmail account to allow me to Send Mail As my Domain email. So everything is saved in Gmail servers, I mean all Sent and Received Messages from my domain (within
Pick-list Criteria Filtering
Some time ago, Zoho took away the ability to filter criteria in views and reports for pick lists using "contains" and "starts with", and "ends with". Now, you have to pick every single application option. Why?? This lowers usability and functionality!
Picklists: can I create this conditionally?
Is there any way to create a picklist that is dependent on another picklist? I am speaking of using the products module, btw. For example, the business I am working with sells pianos. Each manufacturer (Yamaha, Hailun, Steinway, Kimball, Petrof, etc) has their own unique system for model numbers. I would like to be able to select the manufacturer, then select the model using picklists. We will be using iPads as our main interface and typing with one hand is quite difficult for most of our sales
Syntax for creating formula field with dates
Hello Zoho, I am trying to create a formula field that refers to specific dates. I checked the documentation, but wasn't sure the best way to approach. Basically, I want the field to return the value "2015-16" if "Due Date" is between 8/1/2015 and 7/31/2016 or I want it to return "2014-15" if "Due Date" is between 8/1/2014 and 7/31/2015. I also saw that you can't use If...else, but I am following what it says in this posting: https://help.zoho.com/portal/helpcenter/articles/how-can-i-create-a-formula-number-field-with-the-if-else-statement-25-9-2015
Notes in the modules list
I really need to be able putting the very last notes of any Accounts, in views. So with that, we wont have to go in every account sheets to get the most important parts of it. Having ''notes'' note in the modules list, is probably a simple thing to do.
Add existing Leads to a campaign
I have set up a campaign already and i have managed to add existing leads to the campaign and add more as there is a link that says "add existing leads". However when i have created a new campaign there is no option to "add existing leads" to the campaign. Can someone please help me remember how to do this or have ai missed something?
add custome module as a related list in the contact module?
Hello, I would like to know if is possible to add a custom module that I created as a related list in the contact module? thanks in advance Daniel
Migrate data from accounts to potentials
I'd like some advice if possible. I'm trying to move data from specific fields in my Accounts to the same fields in my potentials. Is there an easy way to do this. I have tried exporting my Accounts data, renaming the CSV columns and then importing them as potentials my idea was that i could import the potentials as half filled out potentials, with missing data, and then merge the duplicate information into the existing potentials. H owever this poses a problem as the exported data doesn't contain
How do I set the module that handles products to display?
I accessed it at one point in time but hid it because I didn't need it back then. I've tried figuring out how to set it back but can't. It's not in my module list under Setup -> Customization -> Modules -> Manage Modules Any other ideas?
Access Setup to Leads , account and Contacts
We have three types of groups in our company For e.g. Group 1) A, B , C Group 2) D, B , C Group 3) E , B, F A , B , C, D , E , F are individual sales people. How do I restrict access to the records based on these groups? So if Group 1 created some accounts , group 2 should not see it and vice a versa, We have professional Edition. Thanks Steve
CRM form not adding data or sending email.
I am new to Zoho and need some assistance. I created the following form: http://ctac-nh.zohosites.com/nick-test.html using embedded html. The form does not update any data and does not send out an email when submitted. It does got to the destination page as it should. Any help determining what the issue is would be greatly appreciated.
Cancellation
I need to cancel my account so I can rejoin as part of my company's account. How do I cancel out and start over????
Linking Potential to both the Contact and Account, with the Account Lookup field visibility hidden for standard users
I'm not sure if this is a timing issue but we have the system setup to show potentials on the account and contact level. I was asked to hide the option for the Account lookup field for the Potential module record. When the visibility is hidden from the user or even admin users who can use the field the auto-fill the account feature after the CRM Contact lookup is selected. Did not work when the user uses the Contact Lookup field and saves the Potential record. However, when the field is visible to
How to define a data type in a Custom Field formula?
Hello, I want to create a Custom Field with a formula that returns me a value, if there is a value in that field, if not it should return Blank. The problem is that the field I am calling is a Multiselect Pick List, so is not a regular string field. What I am trying to do is to use the If funtion with the Contains function, however I haven´t found the way to write it just by stating that if there is something there return this value, if not return nothing... Could you help me to clarify this? is
Imported leads in zoho show up with wrong date
Hello, I have just imported a bunch of leads into ZOHO. All field have been assigned and all records were imported succesfully. However, one field "DatumConsult" is constantly being imported and somehow converted to a wrong date. I've tried to import the leads several times now with different notations for the dates. dd/mm/yyyy, dd/month/yyyy etc. For example, the date: 16 mei 2012 & 16-05-2012 are being converted and shown as: 15 may 2008 & 15-05-2008 respectively. This is obviously wrong. I can't
How do I integrate free Zoho with Google User calendar?
How do I set up Zoho to export to a google user (not Google Apps)? All the manuals show is how to do it for Google Apps.
IMAP setup NOT working for my Domain email
Hi I have a couple of issues with CRM Email setup. --- 1. PROBLEM NOT SOLVED --- I cannot setup IMAP for my Domain email address, it gives me an error. but all the info is correct. Its a 1and1.com domain btw. ---- 2. QUESTION (started another topic) --- My domain address is setup to forward all emails to my gmail account, and I have setup my Gmail account to allow me to Send Mail As my Domain email, So I basically manage ALL my email from Gmail. How do you suggest me to setup Zoho in order to keep
Update Product with invoce quantity
Dear Forum member. Is it posible to update the poduct "Qty in Stock" from the Invoices step? What I want to do is the following. .) Create a Order with offered 20 Piece .) 20 pieces are in "Qty in Stock" .) Customer accept the Order. .) I deliver only 15 pieces. .) I write the invoice but but 15 in the Product "Quantity" field Now should the CRM automatically reflect this and write the 5 remaining pieces into "Qty in Stock". Is this possible with the "Professional Edition"?
Autoresponder Chain Not Showing up in Email Records
I set up an autoresponder that sends an email 1 day, 4 days and 9 days after lead creation time. The 9 day email contains a survey. See below for the autoresponder setup: Then, if you look at a sample lead from more than 9 days ago, you see this: So you can see the 1 day and 4 day (as well as a separate email campaign we've been sending) but no 9 day email. The reason I know something is wrong is that the 9 day email contains a survey that this person filled out! So I know she got the email but it
E Mail Synchronization Zoho / Mail (imap)
How can i synchronize the emails i've sent from zoho with Mail and also the received Mails from my leads?
OUTLOOK 365 DESKTOP + HOSTED EXCHANGE
Hello, I have the zoho enterprise edition trial running and succesully activated imap link to my hosted exchange outlook 365. Do i still need to add the outlook desktop plug in . If yes how to configure . I want to continue using outlook desktop for my email, agenda and tasks but want it automatically syncronised with zoho crm . Thanks for any help in advance Andrew
Printing from Zoho CRM
Hello I want to print my job sheets - I am happy for the whole sheet to be printed. Do I need to create a template or should there be a default print option which will print the whole document? Currently I am printing through my internet browser which isn't producing a user friendly printed document. Thanks
Cannot add multiple IMAP accounts
Hey, I'm trying to add multiple email accounts by using IMAP. I can successfully add one, but when trying to add the second (as with POP3) I cannot see a "Add address" button/option available. Is this a current limitation? Thanks, Razvan
US$ symbol in Quote templates
Hello, We are using the Quotes feature in Zoho CRM. Our organization uses US dollars as currency. The quote template is working well, except for one minor thing: we would like the template to say just "$" instead of "US$". That is the standard way to present dollars in our country. (Other countries in Latin America use "USD", others use "U$S". But we have not found a way to change the currency symbol in the templates. Or at least eliminate it, so that we can hardwire our preferred symbol into the
Hyperlinks in Notes/Descriptions
We use a lot of URLs in our Account Descriptions and Notes, but they are not clickable. Nor can you select and highlight the text on a mobile device to copy it and paste it into a browser. Can you please make this doable? I've used many other CRMs and anytime a URL has been typed it has been clickable. The inability to do this really makes things severely inefficient for our techs on the go.
Cannot see emails in CRM with multiple POP3 accounts
Hello, We have two departments which I would like to monitor and import into Zoho CRM. I've setup two email addresses, via POP3. They both work, I can see emails in the Emails section. The issue is that at the Clients -> Client Name -> Emails I can see only emails received at the default account. I would need to see emails received on both addresses. Is this possible? Thanks, Razvan
How do I change a task status?
How to change a task status from,, not started'' to ,in progress'' or ,,completed''. The same question to CALL STATUS.
Use to be able to connect via LinkedIn, FB, Twitter hasn't worked for the last 2-3 weeks. Keep getting error message.
Something is technically wrong Sorry! Due to a technical issue, we are unable to connect to LinkedIn and fetch your data. We are fixing it and will have things back to normal soon. We apologize for the inconvenience caused.
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