Making a field value Unique in account
Hi, im trying to use the tab "accounts" to create some customers, however ive been looking for a way to make a number field as "value Unique" (Customer`s id). The idea is not repeat a client.... (im testing the free account) somebody could help me. thank you.
Job Tracking
I have used Zoho in the past with another company. I am trying to switch my new company over and have a couple of questions that will either make or break the deal. I have been searching and searching for answers and cant seem to find exactly what Im looking for. 1.) Can Zoho track customer jobs? We are currently running an old old Arborist software program that lets us add in each clients job. For example, I need to be able to pull up a client and then see a list of previous jobs and then be able
Leads view taking me to blank page
So when I click on one of my leads, it opens for two seconds and then goes into a blank page and it shows as it is processing, and takes to the following address https://crm.zoho.com/crm/ShowDetails.do?module=Leads&quickcreate=true#listView_868936000000064059bck Any ideas of what is going on? Thanks!
upgrading from free to paid, what will happen to my free accounts?
I want to upgrade from free to paid. I currently have 3 free accounts [all are admin] If make the upgrade, what will happen to the free accounts, will they all discontinue? of they continue and I will have 4 accounts, can I change 2 of the admin accounts to be regular and maintain one account as admin so the structure will be 1 admin, 3 users? Appreciate your kind reply to my question. Thanks, Fawzy
Correction of values for converted prospects
Hello, I'm having problems in Zoho Reports with duplicated values that appears in the report I create. I've seen that it is due to changes that have been made in a specific field after converting the lead. For ex: - Before converting, the lead contry said: México (with accent) - After converting, we changed it to: Mexico (because we saw it was better to avoid accents). Is it possible to correct the "table" value of an already converted lead? thanks Efrain
Column Width
I don't understand why the column width can not be changed or the column width adjusts based on the length of the data in a field. This is basic. Street address and phone number for example wraps within the cell so the result is only about 8 records being viewed per page. Highly inefficient use of screen space and quite annoying. Zoho needs a solution for this. It may be costing you users. Does anyone have a workaround?????
Newbie Questions
Just starting using Zoho to track my contacts. I want to enter some data such as when a catalog was sent or when an email was sent. Which is the best method to do this? In looking at tasks or events, I have to record a start time and completed time or date which is obviously not needed on past events or even on future ones really. Is there a better way? Thanks! Let me clarify in that I want to have some history in here of past events but don't see a good way to enter those I previously sent an
Same customization for all users in Free edition
Hia, I just started to try the Free version. And it's looking good so far. I finished everything I wanted to finish (changing and adding fields and stuff). Now, I'm thinking to add my collegue into the system. I can't seem to find a possibility to copy my settings (eg leads with all the added fields and sections) to his account. Am I doing something wrong? I don't see any "copy to all employees" or something ... 'elp? plz? thanks!
Automation - Workflow - lookup field related emailing
Enterprise User: Workflow Problem. I am trying to create a workflow rule that will send an email to a related contact of my customers. Let me explain the scenario. Customer has multiple vendors (in this case realtors) attached to their file. Listing Realtor and Buyers Realtor. Each field in the customers information relating to the “listing realtor” or the customers agent (buyer’s agent) is a lookup field. Here is what I have. I thought this would do it but it’s not sending the email template
Automation - Workflow - lookup field related emailing
Enterprise User: Workflow Problem. I am trying to create a workflow rule that will send an email to a related contact of my customers. Let me explain the scenario. Customer has multiple vendors (in this case realtors) attached to their file. Listing Realtor and Buyers Realtor. Each field in the customers information relating to the “listing realtor” or the customers agent (buyer’s agent) is a lookup field. Here is what I have. I thought this would do it but it’s not sending the email template
New User - Mac and PC Email Sync
Hi I have signed up for a new account today. I have signed as a free user to trial your product, and so far is so good. I have actually managed to complete the customizations for our business in a matter of hours, which is surprising me. What I now need to test is how this syncs with email clients. As we are a business unit within a larger corporate entity we have an exchange server for email, which is non-negotiable. All using exchange 20xx. What I have failed to find in your training materials,
List More than 1 Product Unit Price?
Is there a way to list, in a Sales Order document, more than 1 product's unit price? I would like to list off individual prices, so that my client knows exactly what they are getting and can add it up themselves should they want to, but all I see for a merge field is "${Products.Unit Price}". Is there a way to list the 2nd products unit price without including any relation to the first one?
Edition downgraded???
Suddenly I was unable to perform any tasks from the Professional Edition account. Then I looked into the new "Other editions" tab that appeared in the menu and to my surprise I see thatI have been downgraded! I am subscribed to and regularly paying for. The last invoiced email shows as the next renewal date 07/06/2013 This is very serious. What it's happening? Please can anyone get back to me asap?
Downloadable CRM?
Is it possible to download a version of Zoho CRM, to use when im offline etc.
Managing privileges
I see from other posts that there's some confusion about how to manage user privileges, and I also haven't found an answer to what I'm trying to do. Profiles, roles, etc are getting all jumbled for me. I have added another User in my Professional version. So I have a paid version. He's a good fellow, so he won't do anything crazy like delete all my records. Still, I'd like to protect myself. So is there a way for me to give him access to all the records, give him permission to edit, but not delete
Associating existing potentials with a new CRM Campaign
Is it possible to add existing potentials to a new campaign? In the Potentials file of my data backup, there is a field called "Campaign Source" that holds the campaign IDs of potentials that have been associated to existing campaigns, but there does not appear to be a way to update this field either through the import feature nor the API. Please advise.
Understanding User Logins for CRM, Support & Forums
We're just getting started with ZohoCRM - and I want to clarify my logins. I am the first user and the current Administrator. I have one login to ZohoCRM and one for ZohoForums. Which login do I use for ZohoSupport? I assumed it would be my ZohoCRM account. I just entered a request/ticket through Zoho Support but then when I went to check the My Requests tab, I was prompted to log in although I was already logged into my ZohoCRM account. I entered my ZohoCRM account credentials and that doesn't
Importing Leads - How do I categorize them?
I just uploade a bunch of leads from a spreadsheet that came from a specific source and are a certain type of lead. Now I want to upload another batch but I don't want them combined as they are a different type / source of lead. Is there a way to categorize leads on import and after import?
What to do once a Potential is closed and won
Hi. I set up a Potential on an Account. That Potential business has been won so we selected Closed and Won within the form. How do we archive the Potential now? It just stays there in the list currently even though we have closed the deal....
Contact / group address
Hi, How do I set up address function to directly have the same address for a group and all contacts belonging to this group? Thanks.
New contact on existing company.
I am new to Zoho so bear with me, I have searched through the forum and can't seem to find the answer to this question. It's a fairly basic thing so I assume I am doing in incorrectly. I have created an mapped all the custom fields and leads to contacts etc all works great. My problem is when I create a "company" and it has multiple "contacts" I goto the company tab and select add new "contact" and it associates it with the company no problem but it doesn't use any of the data from the company. I
Search email attached to contact?
I am getting zero results when I search for a word that I know is in an email that is attached to a contact. Previously I know email was searched, but in the search results email is not shown as one of the items. Is email still searched, and maybe my item has just not been indexed yet (the email was added only 10 minutes ago), or is email no longer able to be searched?
Permalink / URL for CRM Records ?
Hi There we have setup several alert functions in our CRM for notifying team members when customers download new products or send us new messages. These alerts include the name and some context information - but what we are missing is the possibility to insert a direct link by which we can directly open the according lead or contact. Is there a solution for this ? Lucius
Need more explanation of Google Calendar sync
When I think of sync, I think of two things "combining" data into one view. However, regarding the recent Google Calendar sync, I'm not sure it's exactly what we'd hoped for. First, I have had ZCRM integrated with Google Apps for a while, and when I created an Event, there was a "Save and Export to Google Calendar" button - which pushed the event to my Google Calendar, albeit not under my main calendar (RBRDS), rather under a calendar called "zoho". This was fine due to the nature of Google being
Recurring Task/Reminder only notifying on the first instance
I've set up a handful of recurring tasks and reminders and I only get notified on the first instance. I've asked CRM support and of course are no help at all, and say they are "reviewing the feature as potential add on in a future update" (even though it is already available, it just doesn't work) Has anyone been able to come up with a workaround to accomplish this? This is something we really really need.
How to fetch Auto generated Unique id feild in my html page
I am running lead forum in html site and I want to fetch one auto generated unique field to that page please help me how can i fetch in returing url on html page.
Emails sent via crm to gmail show "sent via zohocrm"
When I send an email to a gmail account through the crm, the gmail recipient receives the email, but it shows as coming from "myname sent via zohocrm". I have created the spf records on my domain and I believe I have configured the CRM correctly. When I send and email from zoho email, then it does not show the "sent via" Is there a solution to this. Thanks in advance for the help
Configurable Products
We sell a ton of configurable products. In PRODUCTS, it looks like you can only have one unit price for a product? Is there a way to setup configurable products within PRODUCTS within Zoho CRM? We need to have the ability to CONFIGURE a product with different options which result in different Unit Prices. If this can't be done, then there's no way for us to produce Quotes within Zoho CRM. Please advise.
Email template merge fields
Hmmmm ... Major problem? I have a number of custom fields in my "Accounts" that I need access to (as merge fields) in my email templates. The problem is they show up as available merge fields if I choose "Record type: Accounts" for the template. But then, the template is NOT available for use with "Contacts". However, if I choose "Record Type: Contacts" my custom "Account" fields are NOT available for merge. I tried "tricking" the system by choosing "Record Type: Accounts" first, choosing
Contact link to accounts
Hi, how i can link one contact to many accounts? it's possible? Thanks
Creating a link in modules when converting
How can I create a link for Quotes module or a check box if you will on the Leads Module when converting much like the Potential module that is standard?
How can I use more than one email address at the same time for one lead?
Hi Many of my leads have more than one email address. I´d like to send a newsletter out to all leads, using more than one address if the lead provided me with more than one. This doesn´t seem possible and I´ve been informed that I need to duplicate the leads, each with one email address. Does anyone know a way around this? It seems strange to have to duplicate leads, just to be able to send an email out to both of their addresses. Surely most people use more than one email address nowadays? Thanks,
Search by Zipcode or Map Integration in Zoho CRM
In Zoho CRM, In my Leads Management, I use the 'Lookup' feature to assign a 'Contact' from the Contacts Module to a 'Lead'. When using the Lookup field, I'd like to be able to search through Contacts by proximity to a zipcode. Is this possible? If not, is there another solution? For example, Create a report and using Proximity to a Zipcode as a variable for that report? Thanks for any help you can offer.
Is there away to link contracts to accounts other than manually?
Is there away to link contracts to accounts other than manually? I was hoping I could just assign the corresponding account id's on my contacts spreadsheet before uploading them into Zoho but I don't see that as an option.
Inventory Templates
Hi there Product fields of the inventory template is not working. any help from anyone Simheswara dasa
CUSTOM SEARCH
Hi, I when to the customice page layout and change the product items to view in the products screen. I marked 3 more fields, saved it but the product screen still shows de same default products. am i doing something wrong? Thanks a lot!
How do I see which products are selling, and the quantities?
Is there a view or a report that I can make to analyse which products are selling? We need to know which products are our best sellers/worst sellers and whether it's worth to continue selling them. We like to review this quarterly and annually. For example, if a certain colour of a product doesn't sell at all in two years, then we will discontinue it. I am a CRM Professional Edition user, small 2 person company. This seems like a fairly normal business requirement… any ideas?
Running an activity report on a deactivated user
I am trying to retrieve information from a customized report on a user that is no longer a user. I would like to retrieve information that they may have input. Any suggestions are helpful. Thank you
Modifying the composition of Contact person name
In Contact person list view and in the detailed view, the Contact person name is a composition of the first name and the last name. I want to change it, because in our country some last name have a prefix like "Van Dijken", the "Van" is a prefix and we want to put the prefix in a seperate field. The Contact person name in the list view and in the detailed view should be composed of the first name + the prefix + the last name. How can I do that?
View Past Emails
How do I view emails sent in the past (the last few email blasts before I was employed here)? I need to see what the email content was that was sent out by the person in my position previously. Thanks in advance!
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