Does Zoho CRM overwrite information when syncing contacts from Outlook?
Hello there, I'm currently syncing my contacts from Outlook into Zoho CRM. I know that duplicates are checked based on the email id. However, when you sync a contact from Outlook which is already in Zoho CRM, does Zoho CRM skip the duplicate contact or it just overwrites the information in Zoho CRM? Or: Imagine that in my Outlook I have a contact and my colleague has the same contact in his/her Outlook. The email id is the same but the rest of the contact information is different. When we
how to see feeds in mobile app?
Hi, How do I see the feeds in the mobile app (android). I can see feeds, write posts/send direct messages on the web interface. But I can't see the same in the mobile app... Thanks!
Forecast summaries
I have a potential in my system which closed in May 2015. when I look at the summary of May it does show as 0 . But if i click on the 0 than it will show the win closed potential behind the 0 of 12,000 USD. In an other occasion i have moved potentials to another later date. In the summary they still show as pipeline USD 142,000 but if i click in the USD 142,000,- is shows no details. In another occasion i look at 1,200,000 in 12 different potentials, but in the summary it shows only USD 583,000,-
How to link existing and future surveys to Potentials
We have been surveying our customers recently and would like to link those surveys to their respective Potentials for future reference. How do you link the surveys to the Potentials?
Syncing Events with Outlook
Is it possible to do this? My colleague just tried this but it opened up a new Outlook calendar (not his main one) and it was in US time, not UK time.
Currency & Language options
Various questions for you: We are a UK company and have a Brazilian subsidiary who want to have the option to use our Zoho crm in the Portuguese language with a dollar currency option. We currently have 2 licences for the Professional Plan. We were thinking we can use 1 licence for UK and 1 licence for Brazil but would need to upgrade to the Enterprise option to include multiple currencies and the ability to prepare quotes etc in dollars and still be able to have Sterling as the home currency for
Bulk Email How many can I send
For some reason I thought the limit on emails was 20 emails. I am a single user on the Professional Plan. How many emails bulk emails can I send a day? Thanks!
Custom buttons
Dear Zoho CRM Team, I've just realized you added Custom Buttons we have been asking about for a long time. Thank you! Actually, i have two questions: 1. Why it's limited to only 2 buttons per place? Nowadays, we have many Boolean fields, which are used as buttons, like - create an account, close account and so on. We want to migrate them to Buttons, but you allow only two buttons :( 2. Is it possible to place buttons at the any place of the page? That would be really great - we have many sections
Texting
Just wanted to know if there was a way to send a text message from zoho? I know I can call and send an email, but I use texting a lot with all my 250+ contacts.
Search corrupted: Activity Module shifted to front
Dear Helpdesk-Team, there is a bug within the search function, if the activity module is shifted to the first position. Our module order has been: Mail Activities Leads Accounts Contacts Campaigns Search has only looked at Activities and Leads and left out the other modules. Best Martin
Find & Merge Duplicate Leads
Hi, I am wanting to find & Merge duplicate leads in CRM. I have read the support / help section and the feature should be under "more options" but I can seem to find it. Can anyone assist me. Craig
Feature Request: IMAP Support for ZCRM
If you are interested in having IMAP support for ZCRM can you please put your $.02 in here? IMAP support would allow you to truly use Zoho CRM as your main email client without having to sync between Outlook, Gmail or other Client. The challenge currently is they only support POP. POP downloads email. So if you send email from a contact record or the email module it will not synch to your phone or other client. If you read email, open email using the email module and then go to your phone or
Deleting an Admin User
An Admin User is still in our list of Users and I need to Delete this User. As this Associate is no longer with the Organization and I am not a "CEO" level User, how do I go about Deleting this User if I do not have their credentials to log in as them? Trevor M.
How to avoid duplication of accounts/lead/contacts?
Hi, I´m using Zoho CRM professinal edition and I want to know how can I prevent the duplication of data in my CRM. For example, is any way to detect that am creating an contact with an email that already exist in a lead? Example: Existing Lead Name: John Smith Email: js@gmail.com ¨New¨ contact Name: John Email: js@gmail.com I want to know if Zoho can detect this ¨duplicate¨ data?
Webhook not available in Rules
I've created a Webhook, but it is not coming up when I try to assign it to a rule. Another Webhook I created is shown, but not this one.
e-Mail address validity check
I tried putting in an e-mail address with an apostrophe (') for a contact, but it will not save because it considers the address to be invalid. E-mail addresses with apostrophes are valid, so the criteria in the validity check should be updated.
Sort order in Mail Merge
Hello, When I pull up a set of potentials records and then sort them by a field, I see the list in the order I have selected. When I do a mail merge they end up in the order of creation. This is not very helpful for organizing the final document. The work around is to open in Acrobat and manually reorder the pages (if you are lucky enough to have one record per page). This works for 10-15 pages max and then becomes a real chore. I had been told in Feb that it would be fixed in 2 weeks. Is there
Multiple Contacts - Married/Cohabiting Couples
As a business we often provide services for couples, we are still within our trial period with Zoho & are yet to commit but the only thing holding us back is understanding how we might store contact information for couples. Lets say we have provided a service to Mr & Mrs Bloggs I'm aware that a Lookup Field can be created which can be used to link Mr Blogss to Mrs Bloggs but this seems to require double keying of information, particularly when attributing products/services. I'm also unsure how well
MASS MAILS SENT USING EMAIL TEMPLATE
Hello After creating the email template I have sent to the contacts by using end email option all at one go. Normally it shows for example 35 emails send in a pop uo once mails are send . But last time I sent the email there has been no such pop ups. So how do I check whether my mail has been sent or not??
Can I change the default search layout?
At the moment when users search for a contact or company, it shows the 'Contact Owner' name first and I would like it to show the contact name or company name first. Is it possible to change this layout?
Unable to confirm new user
I have created a new user and sent the email confirmation. The recipient is not receiving the email from ZOHO to confirm and start using. It is not going in spam/junk. The email account is receiving emails from inside and outside the company. I have tried numerous times. Is there another way to activate a user?
How to see see email sent to client as a MACRO triggered
Dear Team, We have created a MACRO for Potentials. When we run the MACRO, an email template is sent to the client with relevant details, and a we get the MESSAGE that the MACRO HAS COMPLETED SUCCESSFULLY. However, we are not able to see the email sent to the client under the email section of accounts... How to see that...???
Change custom field to multi-select picklist?
I would like to change a custom field from its current state of only selecting one option and edit this field so that multiple choices can be selected. (Change to a multi-select picklist rather than single select). Is this possible? I already have hundreds of records with information in the current field so I do not want to delete it complete and create a new field. Nandri/Thanks
How do I add customer services into an account?
How do I add customer services into an account e.g. I want to record which customers receive which services from us i.e. I want to record eCommerce Customer Corporate website customer Hosting customer Maintenance customer SEO customer PPC customer Etc. I want to have drop down / tick boxes so that I can target emails at certain customers that do not have a particular service.
¿Cómo agregar un item a "Detalle del producto" dentro de un Presupuesto?
Estimados, 1. Necesito agregar un item dentro de Presupuesto, en la sección “Detalle del producto” donde se pueda indicar Disponibilidad del producto. En mi empresa el stock varía constantemente por lo que queremos que este item sea de escritura al momento de confeccionar el presupuesto.
Sharing Fields
Hi all- When I convert a Lead into an Account- I am losing specific fields with the information. Is there a way to share or link the field so when the conversion happens, it will save the information? It already does like the Company Name and Contact Name, but nothing else. Thank you in advance, Susan Hiley Alliance Communications Center
Organizing my contacts in Zoho CRM
I would like to create different groups within my contacts to organize, for example: Personal Contacts, Other Agencies, Hot leads, etc. Is there a way to do this in Zoho CRM? It would be beneficial especially for campaigns/mailings. Please advise.
Mass update potentials based on account field
We have created a set of "Strategic Goals" and "Geographical Priorities" that we're assigning to Potentials as they make their way through our pipeline, but for those that are already in the pipeline, I'd like to use mass update based on fields in the associated accounts. So, for example, a Geographical Priority might be "West Coast", so I'd like to update Potentials to select "West Coast" whenever the Account billing state contains OR, CA, WA. Or, if the Account Industry is "Accounting Firm" I
Integration with Yesware
Hi, i want to integrate zoho crm with Yesware. I start working with zoho today and i can't find the "bcc dropbox". I studied the manudal "https://www.zoho.com/crm/help/bcc-dropbox.html#Activate_Bcc_Dropbox". I wane to activate BCC Dropbox, but i can't find this option in "General Permissions". Can you help me with this?
clicking on email in lead or contact won't launch in outlook
In some cases – most noticeably on a task page – Zoho pops up a web window when you click on an email address (the sole exception I’ve found is the contact page, where it works as it should). Is there a way to configure it so that it always calls a new email message from Outlook? I’m wondering if there’s something buried deep in the configuration options that lets you choose how it codes the page.
i stopped receiving emails
Hi, I was receiving mails, i tried to configure my Emails to outlook and i stopped receiving emails on zoho as well.
Seperate organizations using one crm
Any advice on how to separate leads and views for different sales people? I thought to create different modules, however modules don't have fields such as first name, last name etc... I thought by creating different modules, I could create different tabs that would be able to show the difference. Otherwise, there is a default view? Also how to separate leads by lets say a service line for example? I thought the territories would do this, but its not a great solution?
Person Mailing address auto fill from Account Mailing Address
Hello I am wondering if there is a way to have the people that I add to an individual account, autofill the persons mailing address and phone number with that accounts phone number and address. That way I don't have to manually input the same information. thanks Jon White
Unsubscription FOrm
What is this "Unsubscription Form" in EMAil in Setup. Shirish Poddar
Export from Leads - only exporting mailing address, but I need property address too
When I export into excel the mailing address is showing, but not the property address. How can I export the other fields? Thanks, Kyle
Fields not displaying in custom modules
Hi - any input appreciated I've created a custom module and for some reason can't select any standard fields to show up in the custom module - those fields are not showing. where do i go to attach these fields to the custom module? the only thing online i saw, mentioned going to users & permissions - but i don't have anything in there that mentions files & permissions?
How to properly setup Zoho CRM with Zoho Invoice
Hello, We recently changed our invoicing platform from an old filemaker database to Zoho Invoice for our magazine and its been a major improvement! We can now easily track our invoices, email them out and apply payments. I'd like to implement Zoho CRM to help us organize all of our leads, and better coordinate support for our existing customers. I've been looking through CRM and it's a bit confusing as we're strictly B2C. Looking through everything, I wasn't sure how to set everything up Leads -
Change "Potential" status to "Contacts".
As I see it, "Potentials" are that, potential customers. If one or more have changed their status and are already customers, how do I change that? Is there a tool for updating the status?
Subscribe Zoho
Hello, I got the trial version of zoho with my personal mail. I really like it and know I would like to subscribe to the standard version. Is there a way to do it but using from now on my work mail, I already put some data that I dont want to type again. Thanks. Celeste
Leads by Ownership
Hi zoho Team, Previously there was a option "Leads by Ownership" but mistakenly its got deleted from the report section. What should I do to restore that option? Looking forward to hear from you soon. Thank you.
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