email setup
Hi, currently we are starting to use potential, but there is some strange setup and we are not able to find out from where this is comming. Just when one of my colleague is converting lead to potential this action generates info mail about this to our support center. I am not able find out where in zoho I could change this setup (no findings in automation, templates) below is the picture of mail (personal info I took out). Thanks for help
Support tickets logged into CRM
Hi, I'm needing some help. I'm trying to have one point of information when it comes to client details, this being the CRM program. I have both the CRM and Support programs going on right now and I have figured out how to integrate them together except for bring the ticket information back over in the CRM's history area. I have tried everything I can think of but when I go to a client on the CRM and check under support history the ticket from Support doesn't show up. Please help!
email template
crm in'm trying to send mail to the candidates convorme the model I've ever done, and at the hour of escolçher the model appears only option there is no model. what should I do? already removed and added model. my login is diego@ssantana.com.br
How can I change from CEO title (assigned by Zoho as 1st user) to my real title ?
Just started with Zoho and it assigned me as CEO of our company - which is not correct. How can I change that setting? I can't find an option to do so. Thank you!
Send email to an Account
When I create or turn a lead into an account, I lose the option to send an email to them. How can I add that option back?
Zoho for Commercial Insurance Prospecting and Sales
I am currently in the process of customizing ZohoCRM to assist my mid-market retail producers in tracking their prospecting activities and sales success. I wondered if there were any retail agencies who would be willing to share any of there trials, experiences and successes? My hope is to get some insight into best practices for our industry and maybe some advice on customization's that work best for agents. Thanks,
Importing Potentials by Zoho Account ID?
Hi all, Each month I receive a commissions report from companies I represent. Once i receive these, I manipulate the data to be imported as 'closed won' potentials into Zoho so I can track account performance. However, because zoho allows for duplicate account names how can I be sure that the potential is assigned to the correct account? Surely we should have an option to import potentials by 'Account ID' rather than 'Account Name' to be sure the potential is applied to the correct account? I realize
Fields not updating correctly
When I do a Search of Leads to find people in a certain company, and I then enter their email address, the new email address is not shown when I return to the Search page.
Migrate from another CRM - Owner Mapping does not work?
I've been emailing Zoho support for a week on this and they keep giving me a superficial answer which is that this function SHOULD work, but it DOESN'T. Which they haven't tested or tried to tell me what's wrong. I'm at a loss at how not helpful they've been. Hopefully the Zoho Community has a solution? When I upload from Migrate from Another CRM and map the Owner Field (using owner email address) everthing still imports under my name? How can I get it to work to assign to the actual Owner?
Contacts show as deleted?
I imported several contacts and when I try to add an event to any of them a dialog box comes up and says that the contact has been deleted. If I go to the deleted folder it is not there. I did not delete these. Please Help, I am trying to find a CRM I can use for my business. Thanks Dean
Zoho custom field editing
Hello, I created a custom field with a pick-up list. It appears only in leads. But now I want it to appear also in contacts. But on the layout editing page this field doesnt appet in the list. How can I put it to contacts?
Can I set up a floating task - due date is always today
It would be great for open tasks to roll forward to today instead of keeping old past dates. Is there a way to set that up?
Trying to connect Call and Activity reports in ZOHO CRM.
I am trying to connect Call and Activity reports in ZOHO CRM. The options are quit limiting and was wondering if this is even possible? Thank you, Cory
Import Limit for Skip/Overwrite
Hi, I have exported all of our Accounts via a report. I exported both pages, giving me a total of 3,486 entries which I plan to alter and import back into our Accounts Module. The limits, I am aware for importing using Skip or Overwrite function is 5,000. 3486 is less than 5000. Upon finding the csv file, selecting Overwrite and clicking Next the following message appears. "You can perform Skip/Overwrite option with a maximum of 5000 records only. Please try again with less than 5000 records." It
When I create a new custom field it gives the option to create same field in potentials i did not do that, and now I need the same fields in potentials, can I add these now?
If not is there a work around? Thanks
Increase the length size of text notes box
Please consider increasing the length of the note boxes. There is so much unused real estate on the right size of notes.
Last Name = Lead Name
How come my last name is my lead name? How do I change it so, say the Company Name is the Lead Name?
Modifying the pick list associated with the
Is is possible to modify the pick list that is tied to a task "related to" look up field. For my use, task would only be associated with a client or an opportunity. Therefore, I would like to edit the existing pick list described above to remove "Cases, campaigns..." If this is possible, can someone please email me and let me know how to accomplish? Thanks,
Importing cold companies into ZOHO - Format?
I am a new user to ZOHO. I have 300 companies I will upload into ZOHO. These are cold prospects some with contact names some w/o. How do I load - as a lead, as a company??? What's your recommendation?
Need help with Zoho Functions
Would anyone know why I keep getting a syntax error on the formula below? The message I get says 'missing brackets'. If(Contains(${Potentials.Elec Incentive Paid to?}),'Guardian',${Potentials.Approved Elec Incentive Amount},0)) So essentially, if the field labeled Potentials Elec Incentive Paid to? has the word Guardian in it, I want to pull the amount from the field labeled Potentials.Approved Elec Incentive Amount. If it does not have the word Guardian in it, then it should place a zero instead.
Pipeline by Stage
My home page does not display a pie chart of my potentials by stage anymore. How do I adjust this? Donna Reick
Imported Custom Fields
Hello, I imported leads from a CSV file containing an entry under the column "Lead Source" as "List One". At the time, I had not added "List One" as an entry option for "Lead Source" in the setup options, but the leads nevertheless imported and looked correct, with "List One" as the the lead source for all entries, as expected. The problem arises when I try to create a view that includes all leads where "Lead Source" is "List One". I can't, because "List One" is not one of my options in the "Lead
read receipts for messages sent -
where would I "find" this information? Is an email/notification generated?
Google Doc Attachments
I can attach Google Docs to Accounts but haven't been able to attach them to Contacts. Why not??
Alerts
I am trying to configure an alert to be sent when the stage of a potential changes. I have looked at the documentation and I am not seeing this screen. I am on the Professional version. When you select the Field Update option, do the following: Please advise.
Add new user to CRM- email taken?
I am trying to add a new user to CRM, but I get the error message- email address already taken when I try to add. The email I am adding is not that of a current CRM user. Please help.
Duplicates throuh Lead import
Hey, I made the setting in the customization section, that no duplicates should be generated considering the email adress. I it possible, that the system also recognises that a CONTACT with the same email already exists while importing LEADS? Because right now a new LEAD is gernerate through import even ther is a CONTACT with the same mail adress. Thanks for your help (;
Workflow trigger date
Workflow automation where the trigger date is set and the trigger is 20 days before, work fine if it is in the same month, if the date 20days ahead is the 10th of next month they do not work, has anyone experienced this and if so is there a work around. I have tested it repeatedly and it will work up to the end of the month, but not in to the following month, rule is set for yearly, have tried monthly and still not working.
Specific Field Sets Per Customer Type
Hello, I want to know if it is possible to create specific field sets for each type of customer. Working for a Speech Therapy Company, we hire customers with types such as schools, therapists, doctors, etc. Is there a way to view only a specific set of fields for each customer type? For example: If I want to view or add a customer of the type "Doctor," I want to be able to control which fields are visible to enter information into when I select the doctor type. Along with the basic fields such
Sort order of search filds for contacts
Hi There is one thing that are really annoying, when searching in ZOHO CRM, the matching contacts, list the contact owner as the first field, and the Full name as the last one. Most natural are to click on the first field for opening the user, but here you need to click on the last field (Full Name). Is there any way to switch this so the Full Name are to the left, and the Contact owner to the right in the search result`? I still want to see the contact owner field in the search result... Br David
Calandar Updates - No good for our organization
Is there a way to switch back to the old calendar? My staff that sets appointments for all of our sales executives are extremely disappointed with the changes and making their task of setting appointments a real headache...
Why does Zoho Quotes produce odd sized PDFs
When you use Zoho to generate quotes the page size in the PDFs created are 8.26 inches by 11.69 inches. Where does this bizarre size come from and how can it changed to something sensible - like 8.5 x 11? Right now you have to have Acrobat resize the pages to print them - which is inefficient use of page real estate dues to the strange page height chosen.
problems to charge my credit card
Escribe texto o la dirección de un sitio web, o bien, traduce un documento. Cancelar Traducir del: español Good afternoon, I have trouble making the charge to my card, the service has been blocked and can not do with any other charge card. anyone can help me?
Import undo processes stuck for weeks
We use the .xls leads import option on ZohoCRM and sometimes we do need to use the undo option on import history. Our issue is that sometimes undo processes doesn't get completed and we have undo processes more than month old stuck in the queue. What could be the issue ? Tried contacting ZohoCRM support team before posting the question here https://support.zoho.com/portal/zohocorp/home and waited few days for a reply. Now I couldn't even log in to that because it says Invalid Email Address or Password
Numbers and Integer fields
Does anyone know if Zoho is planning on adding commas to integer fields? Example: 1000000000000 is very hard to read. Why can't it be 100,000,000,000. Zoho please fix this basic function.
Why cant i open more than 1 account?
I have 2 different accounts but Zoho wont allow mw to log into the other account whilst already logged into one?
Timeline view
One of the frustrating things about Zoho is not having a quick view of recent activity one one list. I would like to see a list view that shows all email,diary,notes in date order for a related account or contact. Take a look at Maximizer CRM to see what I mean
ZoHo CRM Latvia has changed currency from LVL to EUR
Hello, When you pick currency locale as Latvia, all prices are shown with LVL (Latvian Lat). As of 1st of January 2014 we have EUR as a base currency. It is possible to fix this? I`m sure it should not be a big problem. Thanks
I need to look up my LEADS by company not person - how do i change this????????
When I look up an account in my leads list, although they registered alphabetically by company, when I click a certain letter, the PERSON comes up instead of the company. I need to the COMPANY to come up. How do I change this?????? Mngey
Formula not showing up as an option in Potentials
Hi All, I'm trialing Zoho and am trying to calculate our total contract value for each Potential. I used the Formula field in the Products module without issue, but now when I go to set up a custom field under Potentials, Formula isn't an option on the left side menu. I'm unsure if a) this is a bug, b) it's a limitation of my trial or c) Formula just isn't available for Potentials period. Can anyone help? Thanks so much!
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