How to link a territory to a user?
We have a new user who is based in Singapore, is there a way for when he adds a new contact for these to be automatically assigned to the Singapore territory? Currently everything is defaulted to be assigned to the UK territory as most of our other users are based in the UK. We don’t want to restrict him from seeing the UK contacts though, but we just need to be able to differentiate between his contacts and the rest of the UK's. Please help.
Export selected clients from Zoho Standard Edition
Help please! How do I export certain contacts to an excel spreadsheet? Thank you!
Standard Edition - Exporting contacts to excel spreadsheet
Hi. I have the Standard Edition Zoho CRM. How do I export certain and or all contacts to an excel spreadsheet?
Create a report
Hi - how do I create a report? I want to run a report specifically on events.
How can we fill the field automatically based on Look up field value?
If we want to pull data based on custom look up field value to fill another field on same module automatically, how can we do that? As for example, in Cases module if we fill contact name, it will auto fill the associated account name , I just want to do same thing for custom look up field instead of contact look up that have Account name associated. Any help would be much appreciated. Thank you!
Forecasting Module in Zoho CRM
When I click on the "Setup" link in the upper right hand corner of my Zoho CRM instance I am able to see all of the CRM Modules that I can administer as an Administrator. However, the Forecasting Module does not show up as a module at all even though it is a Tab on my menu. Why is that? Am I not able to administer, edit and customize the Forecasting module? I can use the Forecasting module and it is a visible feature but I just can't administer or edit it. Also, I had a client ask if the management
Rule Trigger - Date Field Value
How can I set a trigger for one hour before an event? I see I can do a day ahead, or pick a specific time, but not one related to a date-time field in my module. I want to send an email one hour before an event I have setup in a custom module.
Creating a Report with the Total in the Currency of the Account rather than the Organization
Looking to create a report of Invoices (or Quotes or Sales Orders) with the Accounts Currency rather than the Organizations Currency. Need to see what is owed in the client currency, not the organization currency.
Email Addresses Public on Events
With the sensitivity around mails. I find it puzzling that its so hard to restrict some users from viewing emails on the crm. I have quite a few contractors who work for the company who does not have access to contact page information. However, when i assign an event to them, they can always see the customers email address. I call tech support who suggest de-linking the related in the Fields & Link Permissions section. This worked, that is until I fould out that as soon as the user edits the event
CRM Currency field does not merge to Zoho Doc template
Have a Currency field in CRM . Created a Zoho Writer template with this field included. Do a merge, but the Currency field is not shown/merged. All other data is. Any Ideas?
How to show addresses in leads dashboard
Hi, I would like to show my contact addresses in my dashboard, and also would like the ability to export the addresses into an Excel doc. How do I go about doing this? Thank you.
Live Webinar: Live Webinar Why your lead conversion is not meeting the results you expected!
Hi All, We are doing a webinar for all CRM users and will be addressing the challenges related to lead conversion process. Join Zoho CRM expert Mr. Michael Trow, President- Alderbest Solutions for the webinar. Register today- http://www.zapstitch.com/blog/live-webinar-why-your-lead-conversion-not-meeting-the-results
Cutom fields for Call entity
Is there no way to create custom fields for the Call (or Log Call) entity?
Task Priority Error
There is an error when organizing tasks by priority in the CRM. I am currently using it in Spanish and I´m not sure if this error is exclusively for the language or if it is a global issue. Instead of placing events and tasks in the appropiate Highest > High > Normal > Low >Lowest order, the priority gets mixed for Highest and High categories, resulting in: High > Highest > Normal > Low > Lowest when we try to order them both by ascending and descending.
Regarding Web form
I have created a web form in my zoho account. How this web form will capture the details entered in the location page URL and load those details in the leads. I have tested and it is not working. Please let me know the proper way to use the webform.
Zoho Mail Add On - Reporting
We rate our sales team on their activities. After configuring the POP3 for Gmail we can no longer run a report for emails that have been added to Zoho CRM. Our sales team has to still use the Out Look Plugin in order for us to report by Email? I would assume you could still report. Now our emails are being duplicated because they have to manually add them and they are synced. How can I get a report now for all emails that have been synced in our Zoho CRM? As you can see I have no emails added for
Possible to import Related To field for a Task?
Attempting to use the Data Import Wizard to add new Tasks and associate with existing CRM account records. Have tried several formats for the Related To field without success, including "Account Name" (without the quotes), account ID (e.g. 22164009800094776), and the apparent zoho account ID format (e.g. zcrm_22164009800094776). Anyone having success importing tasks and having them associate with an account record as opposed to manually post-processing imported tasks to associate an account in the
Uploaded Leads Created Accounts
I imported about 100 leads from Excel into Zoho CRM over a month ago. I just now noticed that there are accounts created for the company name associated with each lead. I thought contacts, not leads, were associated with each account. What caused this to happen? Do I have to go through and manually delete all the accounts now? Any help is appreciated.
Connecting Purchase Orders with Account. {0} Name shows.
Hi there. We are currently investigating switching from our existing CRM to Zoho. One thing we'd like to do is connect Account to Purchase Orders from our vendor. I went ahead and added a look up custom field to Account entity into Purchase Order, and it shows up fine in the Purchase Order edit screen. However, when I load the associated Account, a section is automatically added listing Purchase Orders. But instead of the section title being "Purchase Orders", it's {0} Name. Did we do anything
user online tracking
Hello, can you please help me with this question, I would like track my employees, when they will come online, offline and how long they stay work with zoho CRM and what they did. Is any way how to find this informations? Thank you Jakub
No Price Books found
Hello, When I click on the price tag under List Price ($) in Sales Order, I get this message that says "No Price Books found". Do you know where I can find the Price Books in Zoho? Thanks, Bo
B2B Sales Call Notes over time
Besides Cases module, is there a module where I can build a simple environment for our B2B sales folks to enter their weekly call notes? The module needs to incorporate Account and/or Contact. Cases is already being used by a customer service department.... Thanks.
Fix data imported in the past
I recently started with a company that uses ZOHO CRM. While reviewing the enormous amount of data (leads) in their system, I noticed that there were a LOT of errors in the importing such as a lot of the data was imported into the wrong fields and so its impossible to reduce duplications, etc.. What is the best way to fix all of these errors? 1. Create a report with ALL leads and export into a .csv and then try to manually correct all of the errors (there are over 100,000 leads...)? 2. Is there
Two department leads management
Hello, My company has two sales departments handling different product line. One department is currently using lead function to record all the leads. I am trying to add a new tab and customize it for the second department. The difficulty is I cannot convert the information in the new tab to "account". Is it possible to make a new "Lead" page and make it able to convert to account?
Standart Field unable to be imported
I want to see standart fields in the layout menu and edit them. But they seem not to be editable or viewable at all. I searched quite a lot into information. For example I put Skype ID, and it is not showing anywhere in the Leads list, so basically i cant edit it and put the infromation there. How to fix that?
Sending mail from email templates
I have been sending email from email templates for aw hile with no poblem. Today I get this message: Error while processing the request! Unable to connect SMTP server:41.79.77.7 Reason:Authentication failed:535 Incorrect authentication data
How To Delete Images From My Library
Hi As I have been learning how to create templates inside document / writer etc I have uploaded various images into My Library as I have been inserting them into various documents. I now want to delete the vast majority of these images from My Library and I cannot find how to do this Please can you advise ? Thanks Paul
mail merge - insert fields
Hello, I am trying to do a mail merge and need fields from Accounts and Contacts in the mail but only fields from Accounts, Users, and Organization appear in the list of available merge fields. Could you tell me how to have Contact fields appear in the list of available fields? Thank you. Gary
How do I add a date field to my Free subscription leads page - I need to log the date of a lead
Good morning I have just signed up to the free subscription and am loving the product. However, when setting up the leads page, I don't have a date field. Do you know how I can add it? Thanks Helen
Currency
How do you change currency from $ to R
I am importing multipe contacts per Company from a Prospect Account List in excel to CRM.
If I have different contacts for the same Company, should I import to Contacts or Leads?, and will CRM recognise and merge the multiple insidences of a company into one account?
Automation: Data Pick Up missed
Dear Team, We tried automation in CASES. While one case automation is working clearly; the second one is not working properly. When executed, the email displays the Vendor name as ${Lookup:Vendor Name.Vendor Name. all other details of Vendor are taken from the system correctly. Kindly resolve on priority. We have to go LIVE from Monday.
Product Stock - Multi stores capability
Hi, We are newly developing our Zoho CRM. and our company having Multiple stores located in different countries. and all are sharing the same Products Data. Zoho CRM allow "Qty in Stock" to be shown and sold (minus from Stock when create Sales Order) for only 1 store. How we can create 2nd different Stock information when users can see both and decide from which store to sell (or book for SO) depends on availability? like adding Custom field to Stock information for Qty in 2nd Store. and users can
Notes Added Per Day Report Report
Hi, I am trying to create a report that shows how many notes are added per day by account. Basically the goal is to track how many notes I am making per day and see the accounts of which those notes are going to. I created what I thought was the correct report but sometimes when I add a note it shows up that I added 4 notes! Screen shot is included below with what I thought was correct. But as you can see some accounts show multiple notes added in one day which is not correct. Please help
changing a users details in crm
I have a user account in the crm that I set up for a previous employee who has now left. It is still activated but I want to keep the settings and colour set up etc and change the email address, user details and photo as well as the zohomail add on. Can i just edit the persons profile / details to reflect the new persons email address for example or do I have to completley set it up aagain as new? Can I perhaps 'clone' the user account and edit the new version.
Converting from Contact to Potential?
I can convert from Lead to Contact. I can convert from Lead to Contact AND Potential. Can I convert from Contact to Potential?
No Accounts or Leads
Hi, I have a Zoho account (free version) as part of a company account with 5 users. I am unable to see any of the accounts/leads we have, everyone else can view them all. Is there a setting stopping me being able to view all the accounts and leads? My permissioning is the same as other users under our company account as far as we are aware. Thanks Tom
Cannot Change User ROLES - Only option is " CEO or Manager"
I have followed the instructions on https://www.zoho.com/crm/help/security/create-roles.html#Create_Roles. But there is no " Roles" section under "user permissions" I don't want all my employees to be CEO's
Customized fields in zoho free version
Hello, My question is.. can you create customize fields in the layouts section using the free version of the tool? After my free trial I no longer see the button "new customize field" Please see the image attached. Thank you so much! Ana
What is the Member Accounts in Zoho CRM use for?
What is the Member Accounts in Zoho CRM use for?
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