Events: custom fields for multiple contacts/accounts involved?
Hi, I am just starting to test Zoho CRM and have a question about Events. I would like to add several custom fields to an Event to refer to multiple contacts and/or accounts that are involved. The goal is when calling a contact or company, I can easily see in which projects they were involved in the past, and which collegue(s) were involved. These are all projects where at least four contacts from different companies should be visible. Closed Events might be the best place for it, but standard
Alarma de tareas - Aviso
Cuando uno programa una tarea, como ser una llamada, la aplicacion permite seleccionar que te envie un mail o comunicacion de la tarea programada, pero el aviso te lo envia el mismo dia que hiciste el ingreso de la tarea en la aplicacion, pero no te envia la comunicacion, via mail, como aviso, el mismo dia que vence la tarea. Tampoco te permite colocar en la programacion de la tarea un horario de vencimiento. Seria bueno tambien que el aviso no solo lo enviara por mail, sino que te avisara cuando
Calendar
Hi, I find it really hard to use your calendar. Is it possible to drag and drop when re-scheduling a call? Also, is there a simple way to schedule a call?
Data import, the conflict with existing record
Hi Everyone, In the earlier stage,I imported certain data into the system. Since we add-on more users (sales representative), the data they're trying to import might be duplicated with the existing record. therefore, I have some concerns: 1. Is there anyway the record can track the duplicated record? (Leads, Contact, Account, Potential) 2. Will the new data overwrite the existing record (i.e. activities records)? 3. There are mandatory selections under different custom field, system would automatically
Adding Products to Pricebooks
I am trying to add a specific product to a price book but for some reason using the pricebook product search it will not find the product in question. It tells me no products are available. I can search and find many other products but the one I want cannot be found. I can search using the regular search and it finds the product just fine. So in this case I cannot create the Pricebook I need.
Best way to create a contact list?
We often want to browse through our contacts before a trip, and decide who we should email to see if they are available to meet with us when we're in their area. What I have done in the past is: 1) Go to the Contacts tab 2) I've created a custom view with location details and I use this to filter down to a particular city or country 3) Scroll through page by page the contacts and check off which ones I want to write to 4) I can't recall exactly what this step was, but I thought I had the ability
Converting Potentials
Hi, is there any way to convert a potential back into a lead?
Web URL Field Not Accepting DropBox URLs
I use DropBox to store client information and years ago I set up a custom field to link to that DropBox location via web URL. Now, whenever I go to edit the account or even just that field, it gives me an error and refuses to save the information. Here is a Sample URL that it kicks out ... https://www.dropbox.com/home/Clients/Active%20Clients/Buerger%2C%20John%20%26%20Allyson%20(WC) It says, "Please Enter a Valid DropBox." I also tried it using http: rather than https: and that didn't change anything.
Web URL Field Not Accepting DropBox URLs
I use DropBox to store client information and years ago I set up a custom field to link to that DropBox location via web URL. Now, whenever I go to edit the account or even just that field, it gives me an error and refuses to save the information. Here is a Sample URL that it kicks out ... https://www.dropbox.com/home/Clients/Active%20Clients/Buerger%2C%20John%20%26%20Allyson%20(WC) It says, "Please Enter a Valid DropBox." I also tried it using http: rather than https: and that didn't change anything.
Web URL Field Not Accepting DropBox URLs
I use DropBox to store client information and years ago I set up a custom field to link to that DropBox location via web URL. Now, whenever I go to edit the account or even just that field, it gives me an error and refuses to save the information. Here is a Sample URL that it kicks out ... https://www.dropbox.com/home/Clients/Active%20Clients/Buerger%2C%20John%20%26%20Allyson%20(WC) It says, "Please Enter a Valid DropBox." I also tried it using http: rather than https: and that didn't change anything.
Attaching Attachments to Leads, Contacts
Is it possible to attach attachments through web to lead or web to contacts form? Thanks. iSold4Cash
Two salespeople working with the same company
Hi there, I'm new to Zoho and something has come up. We have two salespeople working with the same clients and/or companies for different projects. How can I share the same Organization with multiple salespeople? For instance we work with company ABC, and there is about 5 different people within that company. Sometimes salesperson (Bob) works with client (Peter), and sometimes salesperson (Joe) works with Peter. They work on separate projects but how do you share clients and/or companies depending
Can someone translate this from Creator Deluge to CRM Formula Syntax?
I can't figure out this formula system... Anyone experienced enough in both platforms to translate this to CRM for me? if (input.Cafe_Machines_Needed > 0) { input.QTY_Cafe_Machines == input.Cafe_Machines_Needed.toString() + " - Cafe Vending Machines"; }
automatically add a product group
I would like to automatically add a package of products to my offer or invoice, but now I have to do for each product. How can you do? thanks Pasquale Bondanese
CRM Calendar
Can anyone advise how I can synch the above to my Ipad via Icloud many thanks
Still can't see Account Name column in Activities
Hi, I submitted a report yesterday that the Account Name column in Activities went missing. I received a reply back from Prakesh saying the problem was fixed, but I still can't see this column in my Activities tab. I tried selecting "edit" to my view and adding the field but don't see it listed as an option to "drag over". Thanks, Angela
Contact Updates
How do I add/save new information to a contact?
Currency of invoices
Dear Zoho, we are using the invoicing feature of Zoho CRM. How can we specify the currency of the invoice? The currency is now automatically set to EUR. But we also want to write invoices in USD. Regards,
Contact name missing
Hi, suddenly the "contact name" is not showing up in task lists, even if I try to add it in "edit views" it doesnt show up...any1 knows why? Thanx!
Activities edit view issues with contact name and related opportunity
It seems not posible anymore to add "contact name" and the related "opportunity" to the activity view whether the view is been created from scratch or edited. Could you please advise?
Account Name Removed in Activities
The Account Name column was showing up in my Activities tab (where I see all my open activities) and suddenly it disappeared. Account name is not an option in the filter to add. How do I get this field back?
Create a new field with list down feature
I am trying to create a new field wiht list down feature in a contact sheet but I don´t know how it do it. Only let me introduce text fields but no list down. If you can help me I appreciatte!!
Activities page layout - how to add Accounts?
Hi- Under Activities in the top navigation, I usually have All Activities displayed. It does not have an Account column. It has only Contact Name column. How do I add Account name column to this page? I haven't found under Customization where I could do this. Not all my Accounts have contact names, so I like to be able to view the Account name when there is no Contact information.
Multiple Account/Contact on a map
I suggested to ZOHO that I would like to select multiple accounts/contacts and see them all on a map at one time. Can this be done? They responded that if enough people request it they would consider it. As a traveling salesperson it would make my life easier to see where accounts/contacts are located geographically to plan a sales trip. Anyone else interested enough to ask for this feature so that they will consider adding to their roadmap?
CRM copy and paste email issue
1. I brought up a print preview of a potential 2. I selected all and copied all the data in the window to the clipboard 3. I created a new email via send mail within the potential 4. I pasted the clipboard into the window - it looked great - exactly like the screen 5. I sent the email = it gave several html errors and then sent a blank email Anyone have a clue as to why this happened?
Task View- "Contact Name" and "Related to" can't be added to view
Hi: I tried multiple times to add the "contact name" and "related to" fields to my task views but I can't seem to make the change or save the fields for some reason. That doesn't seem to be the case with other fields. Is this a glitch? I thought it had worked in the past. Dan Guttman
BBC Dropbox Privacy
How private are the emails that I send to clients while using the BCC dropbox email address? Can people outside my Zoho database view the emails that I BCC (i.e. Zoho Co. ). Alex O
Task View, Account name disappear
Hi, I created some views in the task view, and today, for some reasons, the Account name associated to a task disappears and is not anymore displayed in the views. Can someone help me on this issue? Thanks & Regards, Thomas.
Multiselect pick list values deleted when editing contact.
Hi there, I have set up my contacts with pick lists and multi select pick lists to capture segment data. I have mapped a dependency field, with the parent field a pick list and the child field a multiselect pick list. When I click edit on an existing contact with these fileds filled (with multiple options selected in the multiselect pick list), only one of the fields in the multiselect pick list field remains highlighted. This means whenever I edit a contact this way, most of the information
Delete inactivated accounts (can't reactivate them)
Hi, I started with a free edition and three users. When I switched to the Standard Edition (actually, it is Old Professional), I only needed one user. When I had several users, I could activate one, so that he could log in and then delete his account by himself. Right now, if I activated one user but deleted his account, I would no longer be able to log in. I would like to delete those inactivated users so that my co-workers could use their e-mail again with Zoho. Is there any workaround ? Thanks
Zoho crm
Hello,Zoho support Them I want to know about zoho crm web hooks and docx for about web hooks. Thath singh
Information not mapping from Leads
Hi, I hope you are able to help. I have tried several times to work out what is going on here. These are the steps I have followed: 1. I have customised fields in line with our business and customer information 2. I have mapped the fileds correctly so the information is populated from Leads to Potentials to Accounts and Contact information. 3. Yesterday the address information populated ok, today the address information is not carried over from the potential to the Account (when this is created from
Set reminders on a task
I've clicked on my activity, but where it says 'Remind at' there is nothing available to click on to set a date or time for a reminder? I'm running the Standard subscription. Are reminders for tasks set elsewhere?
First Name Issue
I have a few issues with the name fields. For example in my contacts, I have a first name and last name field. For a while the fields were separate. Today now they are tied together as Contact name. Although in my layout and when I go to enter info they are separate. I want them to be separate in all views!! My other issue is with the main views. for instance when I click contacts that main view, I want just the last name but it wont allow me to do that. It automatically makes it Contact name
Default Contact Role Selection During Convert
Can we get the ability to assign a certain value selected for contact role during lead convert to potential? Seems kind of lame that we can have default values for all sorts of other drop-downs (including "Stage" during convert) but not this one.
Some task fields are being not captured into email template
Hello ZCRM Team, I have created a template in Tasks Module which will be used in email alert which is triggered as time-based action in workflow rule. But when we receive email alerts, the Tasks field values which are inserted into the template are missing in the email. I have tested all fields of Tasks module inserting them into my template and following fields are not captured into the email template, please fix them as soon as possible. (Please have a look at my screenshot) Due date Status Priority
When attempting to change account owner, Zoho freezes
Both myself and another user are having the same problem: when we attempt to change the account owner, Zoho freezes and we need to shut down. Any clues on what is causing this and what is needed to fix it?
Lead source not preserved or visible in Account.
I have been using Zoho for more than a year and I believe I need something from it that I cannot figure out how to achieve: I need to give periodic status reports to my corporate HQ for leads that have come through the corporate website. When a lead comes in it is transferred to Zoho > Leads with a Lead Source of "Website". If this remains as a lead or gets promoted to a Potential then this Lead Source field gets preserved and I can generate a report filtered on this lead source. But, if the lead
Date range ("within X days/weeks/months/years", "after X days/weeks/months/years", "prior X days/weeks/months/years")
Everything has been great, however I'm finding there is a lack of functionality with filters only allowing hard-coded dates. I don't want to select a date for a report, otherwise the report would be useless in a week and manually have to be recreated. In the Advanced Filters, it would be great to be able to say something like Due Date is within 7 days or Due Date is within 1 month I like to see what activities are assigned to a specific user within 14 days. Right now, all I can choose is: is
Creating multiple contacts module prospects
Best regards, Potential customers in the module I create more than one contact, as it requires passing several areas of a company. When I convert the prospect to client only I create a contact for that account. You may contact each module created in the potential customers is created as a contact? Thank you very much, In spanish Cordial saludo, En el modulo posibles clientes debo crear mas de un contacto, ya que se requiere pasar varias áreas de una empresa. Cuando convierto el posible cliente a
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