Log a call > Completed Call - Seconds count
Log a call > Completed Call Is there any way to add specific time in seconds to the call? The fields are editable but data entry is impossible.
Only recent notes to be shown in ZOHO CRM report
Hi, I am trying to export the opportunity activity report for a rep including any notes created/edited by him on a particular day. I am using "Last activity time" to filter my data for a particular date. But, I am getting multiple rows containing same opportunity but different notes including notes that were created months ago. I want only the notes created/edited on a particular day. But I don't want to exclude the rows where there are no notes. Is there a way around for this ? Thanks
Dedupe by a specific field
I have created an entity number field ( which corresponds to our system numbers). Is there a way to dedupe by this field? all the options I see is Account Name, Phone, Fax and Website. Thanks
Produce a printable Lead Report
We are collecting name, phone, city, state and Notes for each lead we create. Is there a way to produce a report that shows only this information, in either a printable or emailable form?
Data export
Hi - can I export contact data together with the corresponding notes? Or to export contact info and notes together do I need to request a CRM backup from Zoho? I am using enterprise version. Many thanks Vicky
Quick Edit for Lead Status field dissapeared
Hi We always used popup Edit functionality into Leads module in view mode. But today this functionality dissapeared. Now to edit Lead Status I need to press Edit buttos to turn Lead to edit mode and then I have ability to edit Lead Status. Is it possible to get back quick edit option? How can I do it?
Move products Up & Down on Quote – ZOHO CRM
Hello, I would like to suggest a feature for the quoting process on ZOHO CRM. It would be nice if you could rearrange items/products on the quote instead of only being able to swap them out or delete them. Maybe you could add a Up & Down arrow that would allow you to move the products around in a particular order. Thanks for listening! Jeremy
Hyperlink as Field Type (for carrier tracking numbers)
Hi, I would like to have a carrier tracking number field in my potentials module where I can click on the number and it link me to the correct page on the carrier's site. Currently this is not possible. I either have to just store the tracking number and then copy and paste that into the browser or input the full url. Please make it possible to have a hyperlink as a field type or implement some other solution that solves this problem. Thank you.
Can't access/view/edit contacts and leads in CRM
Hello Guys, I am new to Zoho and using zoho since a month back, I was able to see and edit all the contact details of all patients/customers but for the last one week i cant do that although i tried logged in my account using different pcs , i also asked my administrator either he prohibited me to access contact details but he said he allowed me to view and edit contact details but still whenever i search any contact name this message appears. The record(s) you are trying to access is not available.
Creating a contact view with a numeric value
i am trying to create a view based on the Member Status field. I want to it to pull any records that have clicked in the email campaign You can create the view as; Member status contains = {Campaign Name}-Clicked Count-1 but this does not capture if they clicked more than 1 time. I tried these: {Campaign Name}-Clicked Count-<=1 {Campaign Name}-Clicked Count-)<=1) And neither seem to work. Any suggestions on this without having to count to the highest click count? Leah
Picklist on the city field
Is there a way to change the city field to a picklist field? I have a lot of clients that on work on a small geographic area, so there are only about 20 cities in their area. It would be nice to have a drop down that just list those cities. Lanny Brown
Zoho Sheet - address and postal code fields
How can we export to Zoho Sheet the address and postal code fields of my contacts, from my opportunities?
CRM Macro Covert a Lead?
Can you make a lead convert on run of a macro? If so, how? I don't see how out of the box with just field update.
Introducing "Due in Days" in the Criteria for Date and Date-time Fields!
Zoho CRM now lets you set criteria for date and date-time fields based on the specific number of due days. As you may already know, the criteria for date and date-time fields in Zoho CRM is set by defining the age of the records. For example, "Potentials that were closed in the previous month" or "Tasks due in the next month" . However, you could define the age of the records only in terms of a day, week or month and not in terms of a specific number of days. Recently, we introduced "Age in Days"
Question regarding bulk import for Tasks
Hi: Is there a way by which tasks related to potentials can be uploaded in bulk? I have more than 500 such records and I dont want to manually enter them into the CRM. Regards, Vignesh
re posting as waited 5 days for this to be moderated
Hi, I have 173 under one drop down category which i would like to have a separate list for, but can only export the full contact list. Is it possible to download only the part of the contacts list that I want to download? Thanks
Leads from other teammates in my feed
For some reason I don't see 'leads' that my reps added in my 'feed' I only see items that i have added to CRM. How do i set it up so i see the 'leads' from all my reps in a consolidated feed?
Email a contact to CRM?
Is it possible to email contact info into the CRM. I have several email addresses one on AOL where a few on my customers still email me. I would like to fwd to the mail contact to the CRM. Is that possible?
Can i have a CUSTOM VIEW or REPORT that shows me who i've emailed?
I need to see who i've emailed in the past 5 days. I can't seem to get at this information even when i've searching for contacts that i've BCC'ed. Please advise.. Thank you, Boris
Products related to Vendors-Products related to Accounts
I have Zoho Enterpise, i am new,and wonder how to add (better import) many many products to each of the Vendors Modue. I have csv file (40.000) with Accounts/VendorName and the products they supply. Like A-Company Apples A-Company Pears A-Company Apricots etc etc. B-Company Cherises B-Company Apples C-Company Pears etc. so I need in a (related Module) of Account the related Products for Each company. Similar,the other way around: in Products Module the products of each
Zoho from China and Japan.
My Japanese client offices in Japan and China which connect to a single instance of the CRM. Our Japan office has no problem in accessing our account and can work with no speed or stability issues. But our office in China has problems accessing zoho. I read that baihui is the Chinese partner and we need to use an account there which is completely different from the zoho.com instance. I don't want to migrate our account from zoho to baihui. So what is the best solution for this type of scenario.
How to disable inheritance of ownership?
Hi support, In our organization we assign tasks to the users and - after - we assign a single lead to a sale agent. When we change owner also leads all tasks related are assigned to the new owner (sale agent). To replicate: - Create a new lead - Create a new task for the lead - Change lead owner - Take a view to task owner Could we disable inheritance to task or other related elements when we change Owner ? Thanks in advance.
Mobile not syncing to desktop
I am using the latest android app, android 4.4.4, doing the troubleshooting on wifi. I just noticed when using my mobile, info I entered into an account yesterday is not showing up when I view the account on my desktop. Things I have tried: - on mobile - entered something in a unused field. went to home screen. went back to account. entry is still there. Opened account on desktop, entry is NOT there. Refreshed the page, no joy. Created a new account, then searched for it on desktop without success.
associating leads
We work B2B and sometimes there are related leads. The same owner or contact person may have several businesses. Is there a way to associate them.
Workflow rule triggered by new email attached to contact?
Hi Team,, I would like to trigger a new workflow action based on a new email being attached to a Contact record. Is this possible? I am using Zoho Enterprise? Essentially I am adding an email to a Contact record via the BCC Dropbox function. When the email is attached to the contact record I want to fire and event. There does not appear to be an option for this in the Field Update List in Workflow automation. TIA, Ryan
All Lead Fields not carrying over when converted to account
When a lead is converted, some of the completed fields are not carrying over upon conversion to an account. I created a custom pick list field in both Leads & Accounts, and when I convert the lead that field is blank in the account details.. This has not been a problem with this field previously. It just started happening in the last week.
Job numbers
Hello, I would like to know if it is possible to customize a field in the potentials with the name job numbers and make a rule to be impossible to have two potentials with the same job number. Many thanks, Joana
Sending an autoresponse mail to new leads
Hi everyone, At our website, we have a form that provides leads to our CRM. Today I tried to create an autoresponse mail for our new leads that are created by this form. But when I tested the autoresponse mail by importing leads via the website form with
How to Setup Distributors for Manufacturers
Hello, I don't think I understand how to setup my Distributors in Zoho CRM. I understand that Distributors can be setup as Accounts. Companies we are selling to are also setup as Accounts. What I don't understand is how to indicate in the system that this Distributor works with this Company. Generally speaking, if a Distributor has a good relationship with a customer Company, we want them to continue to work together. How in Zoho CRM do I associate two Accounts with each other in order to indicate
Wed-to-Lead not working from Website
Hello, I have created a simple web-to-lead form and applied the code to an iframe on our Google Site - www.moatvintners.com Aside from the issue when you complete the form it stays within the iframe, no lead or email, as per of the workflow, generated. Some help please would be appreciated. thanks, Mark
Home screen - showing the User's name on Open Tasks
Hi, The Open Tasks component on the Home page only shows the following fields: Subject, Due Date, Status, Priority and Activity Type. How do I get the field to show the User's name here? Currently no-one knows whose task is whose, unless they go on to the Activities module. Thanks, Nicole
How to move from Capsule CRM
We have outgrown the functionality of Capsule CRM and want to import all the contacts and history into Zoho CRM. Unfortunately the exported contact fields and history are in the same complex .xlsx which makes import into Zoho CRM difficult. Has anyone successfully imported ALL Capsule CRM data into Zoho CRM? I have attached 40 of our 6000 records to this entry.
Report Scheduler has stopped working
Hi, we have a number of reports that we communicate to a select group on a regular basis. Initially the reports are sent as pee the schedule, but then without fail, one by one after a certain amount of time the process stops. It might run for 2 months, but then stops - is anyone else having similar issues?
New user cannot log in
I added a new user last night. She followed the link from her invitation email, created a password and logged in. She was active for a couple of hours, logged out and now, when trying to log back in, gets a message that her email is not recognised? Can anyone help?
Report
Is there a way that I can run a report that shows clients that done have "Open Tasks" Thank you Paul
Export help
Tried to export csv of all Clients and Contacts. The export file did not contain all of the names. Please help with exporting all clients & contacts (ideally it would have separated contact types (or at least tagged). Thanks! Madelon
Date format
Hi, my first post in this form! One question. Is possible change the format of the time in italian format 23:45 and not in 11:45 PM? Thanks
outlook 2010
how would I import my contacts from outlook 2010 and can i synchronize my outlook 2010 with zoho
How to remove a lead from the open leads list view?
I have leads that do not qualify as viable potentials currently. To remove them from the All Open Leads list view the options I have currently are to either delete them or convert them to an account. Neither of which I would prefer to do. I want to retain them in my leads database as historical reference in case I do cross paths with them again. How do I remove them from the All Open Leads view without removing them from the leads database? Abey John
CRM Import & Overwrite : Fields do not match "help topic" descriptions
Hello, I have exported my database to do a large-scale modification to records. Now, I want to import the database and overwrite it so I can have all my new data. I run into 4 problems: 1. The Zoho mapping process has changed. On my screen, it looks nothing like the Zoho online manual. Instead, it looks like the attachment "Zoho Screenwhot Overwrite NONE NONE NONE" 2. Where the fields are "none" -- will Zoho delete the existing data in that field? 3. Zoho now insists on overwriting the field "Relationship
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