How do I import my organization's unique ID for Zoho CRM's opportunities?
I'd greatly appreciate help with this problem, which is causing quite a mess for us. When I import opportunities into my Zoho CRM account, I map the "Opportunities Id" field to a column in an Excel file that lists my organization's own "Project ID" for each of our projects. However, Zoho CRM doesn't recognize this Project ID and instead assigns its own unique ID in the "Opportunities Id" column to each record (e.g. zcrm_818539000000112561). In other words, when I export, none of my organization's
Web to Partner/Vendor Forms
Is there any way to create a Web to Partner/Vendor form where data entered on a website would create a Partner/Vendor entry? The standard forms are only Web-to-Lead,Contact, or Support/Case. Can this be accomplished via other means? Thank you, Blake
Making a field value Unique at accounts
Hi, Im trying to use the tab "accounts" as the tab to create our customers, the idea is to create only one customer per identification, it means not repeat clients... there is anyway to mark a field as "value unique"? im testing the free edition, to know the zoho`s skills... Thanks for your help
Create Knowledge Base for my products
Is there a way to create my own Knowledge Base for my company's products using Zoho CRM?
not dupllicate
Hello, Our company works in B2C scenario where Mass lead import means each time importing of 300+ leads. Sometimes happens to have our existing clients (Contacts & Accounts) between those newly uploaded leads. Is there a way to check between Leads and Contacts modules for duplicated registers? If not, what is the practice that you suggest to prevent to contact our existing clients with an offer for leads (embarassing, isn't it?).
Zoho accounts?
Hello- Just downloaded ZOHO. My business is a lot recurring monthly business, and of course adding new ones. But the first part is more important. Here is how what have... - I work with agencies (parent account) that will have lots of others accounts under them (should i create these as potentials, or create new accounts?) every month, I will predict revenue per each account and at the end of the month, I will update based on actual revenue... What is the best way to set this up? Any help is appreciated.
tying "Reports To" field to other records in CRM
Is there a way to allow contacts to be connected via the "reports to" field? I would like to be able to look at a contact and see who they report to and from that field go directly to the manager's contact information. This would theoretically allow an org chart to be created within a specific account.
Will Zoho do what I need??
I am in the process of setting up our Zoho account. There are a few things Im not figuring out how to do, so now Im wondering if these are even possible to do with Zoho. 1.) Create a proposal to attach to a potential (we don't use specified products) 2.) After we complete a job I create a "generated" proposal set for a certain date. Every month I run a report to see who I need to send postcards to for reminders that they need new services. My report needs to show the name, date of last service, what
Massive mail to reports or crossed views
Hi. I want to send a massive mail to the CEO of certain accounts. I have a pick list on the account telling me if it is a "Cluster". In the contacts of that account I have various contacts and I want to send the mail to the ones that have a check box named "representative". How can I do it? Thanks in advance
How can I create tasks based on campaign member status?
I must be missing something here, because this seems to be an awfully common requirement. I send out a campaign (using Zoho Campaigns, but I think that's irrelevant to this question) to 1,000 leads. 100 of them respond to it - perhaps by clicking through a link to download a white paper. I want to create a task for each of those 100 respondents to have our sales staff follow-up with them. Right now what I see is that the Campaign Member Status in the Campaigns related list for each of these leads
BCC Dropbox Limited to 5 Email Addresses
We have 20+ Zoho CRM users and only 5 of them can use the BCC Dropbox. Is there any way to increase this limit? Thanks, Ron
BCC Dropbox Limited to 5 Email Addresses
We have 20+ Zoho CRM users and only 5 of them can use the BCC Dropbox. Is there any way to increase this limit? Thanks, Ron
Creating Purchase Orders from Sales Orders and Invoices
Please allow users to create Purchase Orders from Sales Orders and Invoices.
Phone Number Extensions
How do I include phone number extensions but keep the automatic formatting in the phone field?
Workflow/ automation not working with integrations (Zoho Livedesk and Unbounce)
Hi, We have a workflow rule that creates a task (follow up) every time a new lead is created. When we manually create leads or when leads a created via our contact form (from Zoho creator) this rule is executed and it works just fine. But when a new lead is created via Zoho Livedesk OR Unbounce, then the rule is not executed and no task is assigned... How come? /Bo Thygesen
Can't create a user in Zoho CRM
Hi, I have a user igodoy@dribest.com in my Zoho Mail and Zoho Account, but I need to activate it also as CRM Zoho User, but it's impossible for me. I've tried a lot of ways, but nothing happends. Can you help me please? My organization is Dribest
Mail Merge Envelope Formatting
I can set up a mail merge template that is just a #10 envelope and get it working properly and save it. However, once I close it and reopen it the format is changed. In particular, the header and footer are back which need to be removed to make an envelope print properly. And the indents for the address fields are all messed up. I have similar problems with other 8.5 x 11 mail merge document although there it shows up as additional lines being added into the header and footer when save then close
Web to Lead Form Spam
Hi I am getting masses of bot created spam through the Web to Lead form, do you have a method / script to prevent this. tks Chris Chris Sanderson
Problem with Captcha on Web to Case Form
I cannot seem to get the Web to Case Form captcha to work properly. It just keeps showing the captcha form field, but not the code. I put the three scripts in my page per the instructions, but I think the script code is in the wrong place. I tried it in a couple of spots, but keep getting the same result. Any thoughts? Can anyone tell me exactly where to put the <script> code in my Web to Case Form? The instructions just say to put it before the </div>. That could be anywhere in the form after the
BCC Dropbox Limited to 5 Email Addresses
We have 20+ Zoho CRM users and only 5 of them can use the BCC Dropbox. Is there any way to increase this limit? Thanks, Ron
Web To Lead with Captcha
I see in Zoho help that captcha can be used with Zoho Creator. Can it be used with Web to Lead forms? I don't see a way to incorporate it. Please advise. Thanks
Inserting Captcha
I have embedded a web-to-case form in my web site but I cannot enter the captcha code. According to the the help on line I copy / paste the html code after the form's code but it seems impossible to be saved and then nothing happens. What should I do? thanks for the tips
Ideas to improve ZohoCRM
Hi All, This is my first post here and firstly let me thank you for providing a great CRM at such a great price point. I am very impressed with the flexibility of the CRM product however I have the following suggestions that I think will benefit everyone and really differentiate ZohoCRM. 1. Task Templates I would like to be able to add Task Templates / Action Plans to Leads/Accounts/Opportunities/cases etc such as day 0 execute task x day 3 execute task y day 4 execute send email day 5 execute make
Mass Email over 2000 contacts
I have read the forum posts and reviewed the help Could someone please offer advice for Mass Emails I have used ZOHO CRM Mass Email several time and was forced to export and use another program to complete the process I need to be able to email and track my database monthly, we have used constant contact and others, but would prefer to keep it in ZOHO CRM. How do you guys use up your 250 daily limit and then do it again the next day and know where you left off? Thanks in advance...
zoho database
Hi, I want to delete all the data.. notes/customer/lead/potential.. everything to delete. I then want to import a new database which has been created csv format... can anyone help me do this? Many thanks Rich
Zoho CRM recurring activity invitees
Hi, I would like to set up a recurring activity and link a number of contacts to it, as I want to schedule my work accordingly. I tried by inviting them to the first instance of the activity and then saving it. But unfortunately, they are not linked to to the recurring appointments. Also, I would like to see the recurring activities that are linked to the contact being displayed when I view the contact record. Is there any way that this can be done? Regards, Robert
Inventory Mgmnt - Product Photo
Why is the Product section doesn't support having a photo, just like adding a photo for a user? I just don't get it, as it is, especially in this day and age, having photo on a product is a must. Might not be a big deal if you're in the service business but for industries or business that carry products, then it is a must have.
Email setup
I setup my pop accounts in Zoho verified the accounts were setup correct. Continued and setup the outgoing servers. Verified and repeated for 5 accounts. Went I hit the email tab I get this message: ERROR: Sorry! We are unable to process your request. Please try again later. I'm paying for this service so I would like to get this resolved asap. Enterprise user
Populate address fields on a new contact on existing company
Hi all, New to Zoho and have looked but can's see a solution, so apologies if this has already been covered. I have created some custom fields in address part. I have created a "company" and now am adding some contacts to that company. When I add the contact it adds the company name to the contact but not the address and some of the static data ( company phone and fax ) - I have looked at the field maps and that seems correct. Is this the wrong way to add more contacts ( employee's ) from the same
stage history
How do you change the column choices in stage history on projects?
Phone Call and Task Merger
Is there a way to enter a phone call and a task all at the same time. We are entering a phone call when the call is received but we would also like to enter a task at the same time. It would be nice to ask a task within the phone call menu. Is this possible?
Systemgenerated emails
Hello - For the past 4 days (5/16) one of our CRM users has been unable to receive reminder emails related to Tasks. We've submitted multiple support requests to Zoho Mail and Zoho CRM as this is the most important feature to this CRM user. We are able to create tasks however no reminder emails are sent (as we schedule them to be). I'm assuming its related to Systemgenerated email system as other emails for this user work OK. We've looked into email storage issues which have been resolved by upgrading
Lead doesn't save
Freezes, after editing for the first time. Then when trying to refresh , it ends in the chart function and the record is blank Trying to edit lead created from email BCC function
Sales Report
I need to see if there is a report that allows me to print up all my notes (which include the details on my sales calls made) for my leads.
Import (contacts and accounts) with update
Hi, We currently have account and contact information in 3 separate systems (I have someone working on integration) as a result we have to do updates to Account or Customer information 3 times. I notice with Zoho CRM import there is only Skip, Overwrite or Clone on a duplicate record - is there a way to just update? There maybe a situation where some fields have changed but others haven't - I assume overwrite will replace all date and not just update the fields with new / updated information? Any
Product Stock Management
Probably there is an error while defining the stock-ordered quantity for a product according to the status of the order. The quantities are updated only when the order is inserted (i.e. if I place an order for 8 pieces of a product I correctly found that the "Qty Ordered" is increased by 8 pieces). If i change the status of the order to "cancelled" or "delivered" the 8 pieces remain in "Qty Ordered". If I directly place an order as "delivered" the "Qty in stock" is increased of the number of pieces
Combine Chinese (Chinese) language and English in Record
I have a client whose database is English-based but who has users in China. They want all records in English in order to collaborate, but China users would like two extra fields to enter Contact Name and Company Name in Chinese characters. They are not having luck doing this (characters entered as Chinese display as random, non-Chinese characters). Thoughts? Best, Lindsay Garrison On the verge, incorporated Boston
I cannot sort Activities by Related To
In the list of Activities there is a "related to" column which lists the accounts associated with each activity. I can click on it and click sort, but it does not work and does not sort the rows as it says it will. Please advise.
Custom fields: Field type - Pick list Can the pick list values be URL's?
Team, Can pick list values be urls? I understand I can text field the url address but I would like the value to be a live url. Thoughts
Zoholics, Zoho User Conference that includes CRM Training is back
Zoholics, our annual user conference is back. The event will be held at San Francisco from May 29-31. Based on last year's feedback, we have extended the event to two and a half days. The agenda for CRM includes... Day 1 - CRM Workshop Day 2 - Basic CRM Training Day 3 - Advanced CRM Training. A partial list of CRM training agenda is available on the Zoholics website. This will definitely be a very good opportunity to learn more about Zoho CRM and of course, interact with the Zoho team. You may
Next Page