Make exact copy of a zoho installation
Here is the scenario: I have one Zoho installation which I want to duplicate, including attached files, messages, basically - all of it. At the moment, all accounts in their respective 'countries' running in one CRM. I spent some considerable time to 'fine-tune' the current installation. Also, almost every account has files attached to it. It would take a long time to export, fine-tune again and so on. The fastest way is to duplicate to a new zoho CRM with a new login, company, etc. I would then
Duplicate results in Reports
In some of our reports within our CRM it shows duplicate entries which makes things confusing. It is an "Account and Contact" report where the Account Name is the main thing we report on. When we generate the report it shows me say 10 total accounts for this month, but often times 3 of the 10 are the same account. Not sure why this is??????? Please help!
Different prices for different customers
Dear Zoho CRM team, Is it possible to have more than one unit price? we have different prices for different customers and price is listed on the Sales order rather than on the product, I can only see that it is possible to have only one price per item in Zoho. Can you tell me if or how Zoho provides this facility that I require? Many thanks in advance,
Overwrite Leads creating duplicates
I wanted to test the overwrite function when importing leads in to Zoho CRM. I first imported all my 500 leads, and everything was created as it should be. I then went on to "Import Leads" again, and selected the spreadsheet again, believing that as nothing had changed, it will say that no records created or updated. However, even though I have selected "Overwrite", it creates another set of 500 records. It is exactly the same spreadsheet, so it shouldn't be doing this. Any ideas on why this is happening?
How to move data/contacts from "Potentials" to "Accounts"?
Hi, I want to convert my contacts from Leads to Potentials, and then move from Potentials to Accounts. First question: When converting from Leads to Potentials, if I just want to convert my contact to Potentials, is the one more new record in "Contacts" mandatory? Can I just move data from Leads to Potentials? I don't want to create unnecessary records in the sections I don't intend to. Especially the Second question: How could I move data/contacts from "Potentials" to "Accounts"? I can't find
User visibility of other users
I am using Zoho CRM with Territory Managment in an attempt to make the CRM become a PRM (Partner Relationship Managment). So far, it works exceptionally well, and has some excellent features (Call logging on the Android ! Superb) However I am missing two final aspects: 1. By default, stop a user in one Territory being able to see a user in another Territory (visible under when changing Owner on any section). Possible ? 2. As we are a global provider, we occasionally need to share an Opportunity with
Create an event from task result
I want to know if its possible to create an event automatically: I have a date field in my task (Next Appointment) and when the task is turn to completed and the Next Appointment field is not empty. I want to create an event on that date. Thanks
Attaching emails to anything
Please allow the ability to attach emails within the email tab to any record INCLUDING cases.
Zoho CRM to excel link
Hi, My problem is that we have a number of people who export a reports weekly in Zoho CRM and use Microsoft Excel to clean up the report say for example some of the fields that have free form text. What I was wondering is if there is anyway to have a link in Excel so that instead of having to clean up the same records every week is there a way to automate the clean information back from excel into zoho crm?
Inventory template 32000 characters
I'm doing an inventory template, I have just been given an error that I'm only allowed 32000 characters, fair enough, but I copied my templale into word and did a character count, My characters are less than 4000, no where near 32000, Whats going on?
Home Page Module Layout
How do you modify the module layout on the home page?
No email settings link???!!!
In Zoho CRM, trying to link email and pop.... in video tutorial it explains "the first thing you need to do is click on "settings" and click on "email settings". However no such "email settings" link shows anywhere. I know it is supposed to be under Personal Settings.... but it is not there. What am I missing? I can send emails directly from a Contact or Lead (via my Gmail), but if they respond it just goes to my Gmail inbox, and any thread is not documented or linked in Zoho CRM. Help?
Outlook Email from Acitivity
Hello, currently when we click on a contact's email it will open outlook. but if we click on the same email from an activity/task it will open the Zoho email. Is it possible to change this so it always goes through outlook? Thanks!
Is Zoho CRM experiencing some type outage or slow down?
It is completely unusable for me? I am getting this message when I try to click do stuff: Unable to connect to messaging server.Connecting in 2:20Try Now Let me know Thanks
web to lead Captcha not working on IE
Hi, The captcha on the web to lead form is not working on IE 11, but appears to be fine on Chrome and mobile IOS. I used the </> Embedded code option from the Zoho Web Form in a Weebly Website creator. I didn't find any recent chat's on the topic, so any suggestions would be appreciated. Thanks
History of changes
Hello, friends! Here is a question: can I see the history of changes for fields in Zoho CRM? For example: I've created a contact with "Name" = "1", then my colleague changed name to "2", and then other colleague changed it to "3". Where can I see a history of changing field "Name" ? Kind regards, Roman
How do you get those v-cards from outlook to Zoho?
I have tried the suggested procedure with no success? Anybody has a pointer?
Some questions about Modules and Field Updates
HI guys, I have two questions I have created 2 extra modules but want to associate module 1 with module 2 exactly the same as the way contacts stick to accounts....is this possible??? My second question is I would like to make a rule if field 1 is updated then field 2 also needs to be updated or else the record cannot be saved, is this possible??
See all emails for account
We are looking for a way to see all the emails associated with an account. Ideally there are times when we want to attach an email at the account level not at the contact or potential, but I guess being able to view them all would be a good work around. Thoughts?
Can not select saved email templates
Hello, I just created an email, saved it as a template, it does appear in my Template folder in email. I go to my Leads screen and select people I want to mail, select several, click Send Mail, the Select Email Template screen appears, but nothing appears in the drop down list. How do I get Zoho to use the templates I've created?
seeing received emails
Hi, I've imported leaded into zoho from wufoo, using a CSV file. If I send an email to a lead,using the ( Godaddy) email account that is linked to my account, I can see the email in their record in the 'emails' section. However, if they send me an email, I cannot see that. I can only see what I sent. Is there a way to see received emails as well. Many Thanks for any answers.
Organising multiple contacts under a lead.
Hello, I'm implementing Zoho CRM for a company that calls people as part of marketing campaigns. Our workflow is as follows: We have companies that we want to contact and we have a database of multiple people working there that we want to contact. We want to keep track of our activities with each person individually. Right now, we've tried using a company as a lead, but Zoho CRM regards a lead as a person. How would I best implement our workflow in Zoho CRM without going "against" the design philosophy
Address autofill from Potentials to Quote
I can not find any work around that maps the address information from a potential to a quote or quote to a sales order. It seems I have to enter the information each time one of these is created from the other. Am I missing something, or is this really how the system works? Seems to me that leaves a lot of room for data entry error. That would be three separate times I would have to enter the information for one customer. Can I not create a quote from a potential?
Zoho Calendar mismatch with Zoho Feeds
Every time I create a calendar event on my Zoho CRM calendar, the event shows up in Feeds an hour before the time that it was set up on the calendar. The calendar and Activities show the correct time but Feeds is always an hour before. I tried the same thing with an all day event and it appeared 1 day before the event in Feeds. What is going on?
How To Change The Disposition Of Lead
How can you change the disposition of a "dead lead" that has no value? The goal is to be no longer populating in the "Open Leads" section.
Automating a 90 Day Follow Up Cycle
I run a business-to-client (B2C) business model. I would like to nurture my client relationships by calling my existing clients on the phone every 90 days from the date they become clients. How can I automate this?
Como cambio el crm en espanol?. how can i change the crm´s menu on spanish?
Buenos dias necesito cambiar el crm en espanol ya que mi personal no habla ingles? Goodmorning i would like to change the menu of crm in spanish, how can i do^. thanks sincerly Enrique
2 Tax boxes in product Details
When adding the products to a quote/SO/or invoice, there are two tax places: 1 per likne item and 1 overall. This is confusing for some - is there away to remove one of them if so required?
Email Issues/Observations
When you have the email integrated in to CRM, a few issues: 1. Writing an email then clicking on another module just goes to that module, losing the written response (if you hadn't sent it) (see point 2). This behavior does not happen when you click the Document module - a warning pops up. This should be the case for all interactions once writing an email. 2. Zoho mail (for that is what it is) in CRM does not auto-save drafts, like gmail. If the above is broken/does not work, then users will lose
BCC Dropbox to a Secondary Email
Hello, If I send an email to a lead or contact and the email in Zoho is listed as their secondary email address, I am not receiving the email history in the Zoho lead or contact. Can you tell me if BCC Dropbox can do this? If not, is there some other option other than creating multiple leads/contacts, one for each unique email address? Thanks, G
I imported the wrong column for phone number, what to do now?
HElp!
Record of a field change
It is possible to have a record of the old value when a certain field changes. In act the field was setup with history so if the price field changed you would have an audit trail of who, when and what the old value was.
Closing Open Activities
I have created some open activities and wanted to delete one of them. I click on the Del - and it shows 'Loading" in yellow, but nothing ever happens. What is the fastest way to delete an open activity - especially if we end up with a duplicate that needs deleting?
Sending Bulk Mail
Hi Zoho I am having problems sending 350 emails to our leads. We are on a Professional package and from what I have read we should be able to send this amount of emails in one go. However, yesterday when we tried to send we were stopped at 250. Are you able to advise why this may be the case? Regards Traxion Training
attendees are not included in CC information
Please see this video http://www.youtube.com/watch?v=K0r1tDoQLks In it you'll see that you cannot tell that other people are invited to the same event... this is POOR practice and needs to be fixed by using CC info or indication of who else has been invited. Dennis Daniels
Lead related list to Product - created date of adding product
Hi All, Is there a way to get the date stamp of when a related list record (between Lead & Product) was added? I can see the dates the products were added/modified, but not when the lead had the product added to it. Thanks
uploading files
I have uploaded records from an excel spreadsheet. Most of them uploaded, but there are some that were 'skipped' for some reason. I am wanting to go look at the skipped ones, so I can get them uploaded. How do I see which ones were skipped?
CRM Search should also include Unapproved Leads
At present the CRM search is excellent and searches all the modules BUT it excludes UNAPPROVED items. This is not helpful since one needs to find a record and my UNAPPROVED list has more then 1500 records - how can I find such record without a search facility.
Zoho CRM using Mozilla Firefox.
I'm trying Zoho CRM with Firefox, but on my Home tab, where I have my Pipeline component I see 'Plugin Needed' instead of the usual graphic... However, I do not know which Plugin is needed... Can anyone point me in the right direction? Russell.
Convert multiple leads into accounts
I have lists of leads with multiple companies. How do I convert ALL of them at once into individual accounts.
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