Cobining mutiple data fields inot one during Zoho Import
Is the above possible or is it just one-on-one? Trying to figure it out, but can't see an option to, for example, combine 3 address fields into the 1 Street field in Zoho at import time.
Attachments in Potentials not available to add to an email
I uploaded an attachment to a potential and want to log an email where I submitted it for consideration. Why does it not show in my library? Thank you, Kevin
Email
When I send an email from CRM, what email address appears to the recipient?
How do I change administrators?
I am trying to change the administrators on the account. The person listed is no longer with the company, and I can't change the email addresses available on the Edit Company Details because it's only a dropdown box. I went to a different page to try to fix it, but there is no option to deactivate the employee who is no longer with the company, nor change the email addresses to current valid ones. How do I do this?
Appointments , Call , Task
Not sure if this is a feature of ,or add/on for , Zoho CRM but it would make the CRM much more complete . I would like my webleads to be able to schedule an appointment/call/meeting from a calendar that show my available windows. Then add it to the contact details , my task , call etc - There are dozens of apps that do this but none that i can see that sync with ZohoCrm - I really would like to keep everything in 1 place Any recommendation or do you have this feature hidden away somewhere
Adding users and Changing permissions
In the paid CRM, if I add users will they be able to access the leads that are already in our CRM? We have many leads and want the new users to have access to them but not be able to necessarily manipulate those leads. And also be able to add their own new leads.
I can't save notes to Contacts
Hi, I am unable to add notes to any Contacts, whereas other users can. All users are classed as Administrators, so I would have thought I should be able to change / add everything? Many thanks
Changing the Lead Conversion behavior/screen
When converting a Lead to Contact, is the offered screen changeable? Also, when creating a potential at that stage, is it possible to define another field rather than Account or Last Name into the Potential Name?
MISSING DATA ! URGENT
I have just gone into the company database to update and add information and there is missing information on activities - I keep a log of everything uploaded on CRM and date input - there is missing information from 2 years - we use this information to pull data and reports - this is very worrying please advise urgently.
Why are the feeds empty?
Dear readers, WHEN I add a new item into the feeds I do not see the message that I have written in my own feed BUT My colleague #1 sees the message AND My colleague #2 DOES NOT see the message WHEN Colleague #1 adds a new item into his feed I do not see the message he has written BUT My colleague #1 sees the message AND My colleague #2 DOES NOT see the message Who can help us debug the issue Abdelkrim BOUJRAF http://www.amia-systems.com
Where has my Mail tab gone??
Where has my Mail tab gone?? Can find the folder for the mail. Any help?? Jeremy.
Remove inline styling from Web Integration Form
I love the idea of CRM/Web integration - but for the life of me, I can't find the option to remove the inline styling from the source code of a web-integration form and let a site's CSS take over. Is there a good reason why this isn't at least an option if not the default? Maybe I'm being unreasonable, but there's this thing called CSS that's on every site that exists for handling this. When you use inline styling - you negate CSS. Bad dog, sit! The only reason I want to rant more is that when
Mailing Labels directly from Campaign
It seems that in Zoho so many things have not been fully thought out and require work around techniques... here is one of them... I am sending out Christmas Cards to Customers... I have taken the time to create a Campaign so I can refer to it later... now, here is the work-around to get what I need. Very sloppy, but it works: Go to the "Campaign" On the "Tools" (gear up top) go to the "Related List Columns" and choose the fields for: First Name Last Name Company Mailing Street Mailing City Mailing
Attached files
I have files attached to clients accounts and I can not open them now, nothing happens, what am I doing wrong?
Enterprise and proffesional
So we are considering rolling ZOHO out company wide. HOwever we are trying to figure out what editions to use. The pricing for enterprise company wide is to high for our considerations, however only 2 people truly need the enterprise tools, such as custom modules. Is it possible to only have the administrators have enterprise, and then have all other employees operate on professional and just use what I have created, but not have the capabilities of the enterprise edition? or do all members need
Adjusting/Changing Sales Order #
Can this be done or are we stuck with this enormous generated number? SO alone generates 16 digits
I want to call a web hook whenever we add or update a note to a lead/potential
I want to sync the Leads/Potentials notes that are created or updated to my server using web hook. Any Idea on how to do this
Setting a task for a given time
Hi I must be missing something so apologies. I have a list of calls to make so have set task for each lead to call. No problems there. Now one lead says to me "call me back at 10:00 am on Thursday" How do I do that? The only way of doing that I can see is to set an event? Is that correct. An event is time based and a task is not? Come to think of it why cant you have just one definition and it either has a date or a date and time. Even having a date is unnecessary as you could set a unit of work
Importing Leads to Zoho
Hi, While importing leads to Zoho, it throws a weird, 'rows cannot be more than 3025' message whereas my .CSV/XLS has only 500 rows. Please help. Nishen
Role specific fields and layouts
Is there the option to show different fields and layouts in the Lead, Account and/or Contacts based on your role. Meaning, that different fields would show for different roles. Thanks!
Lead Status Default Status
Hi, I am wondering the Lead Status by default was always "New Not Contacted", but how come lately it has been changed to "Burnt", this is so troublesome, it made all the leads I entered yesterday as BURNT because all the while I never do changes as by default, it is "New Not Contacted", how can we change it back? Thanks.
Send email Pop-up
When I click on Send email. The pop-up appears but normally My screen must be the email editor but no, it is still at CRM Page. Please check this
ACT to Zoho Migration Challenges
I am trying to migrate ACT! to Zoho. I can bring in Accounts and Contacts and they link together. I can also link Notes to contacts. I can not seem to import Activities, Potentials and History to link to contacts or accounts. Does anyone know the correct ACT! fields to link them upon import? Thank you for your help.
Wha is going on ZOHO CRM is slower than a turtle this morning
It it taking way to long to load contacts is ZOHO down or having maintenance issues this morning
Keeping 2 CRM accounts open simultaneously
Hi, I have 2 CRM accounts and I need to keep them both open simultaneously but I can't seem to do that. If I login to one account and then open another tab to try and login to the other one it immediately loads the account that's already open so I can only keep one open at a time. TIA. Regards, Satin.
Sales Stage at Opportunity Creation
I am trying to run a report on opportunities that show the stage when the opportunity was created, i don't need the stage it is in now, I want to see the stage it was created with. Is there a way to pull this information? Leah
Tel Extension numbers - including Mobile App
I don't have many of these but i currently type in ext numbers on the job title for a contact, I was wondering if there is a better place on contacts module to record a customer's extension number, which would be helpful to have on zoho mobile. I cannot find any default field for this.
Mail opt out
I'm using Zoho CRM as a nonprofit donor database. I have a field that allows for an email opt out, but is there a similar field I can create for a snail mail opt out? I need to somehow prevent sending a mail merge letter to someone who has passed away.
Security - Tracing account access and time to customer records
Is there a way to trace user account time and access to specific customer records. We fully believe that we have had a "breakin" and need to find out which user accounts were being accessed to break in to our customer records and the time/date at which they were accessed. Thanks Mark
Need guidance
I have had zoho unused for months is there any service available to explain how each item I need works maybe by asking a series of questions or someone who can help me filter the items I need from the items I don't. It would save many hours and simplify the system for me. I don't need 3/4 of the items and it is overwhelming and not worth all the trial and error time used to figure this out. Willing to pay someone for their time. Any suggestions on who I would contact Chris
Unannounced Changes Cause Major Problems
Today we discovered that Zoho has introduced a series of UI changes to the Inventory related modules. Specifically, Sales Orders. And how did we find out? At first we could not access any Sales Orders After a while, we could access the module - but now, when we want to create a new one, everything connected to the Products section in the Sales Order has changed!Apparently, Zoho does not have a grasp on the concept of Customer Service or the impact changes have on it's customers. In our view, you
customized hidden field web form
hi the community ! Please 'd like to create a customized hidden field in a zoho webform (lead) to push a url parameter (string such as keyword = www.mywebsite.com?keyword=value) in a hidden field . i follow this tutorial : http://crmkbase.zoho.com/how-to-track-the-source-of-the-leads , but i realize that the hidden fields labels suggested are not the one i 'd like..In fact, .i d like a customized label (keyword) which match the url parameter .. Any help appreciated.. regards
No option to create new module
Hi there, I'm just getting setup on Zoho. I wanted to create a custom module and I followed the instructions on the help file (Settings_..Customization-->Modules) but I don't see an option to create a new module. All I have is a list of the currents modules and the MANAGE MODULES button. Any thoughts?
sync zoho woocommerce
hello, please i have site e-commerce created with wordpress, I want to sync products to zoho is that possible, help
synchronize zoho woocommerce
hello, please i have site e-commerce created with wordpress, I want to sync products to zoho is that possible, help
Cleaning the Zoho Database
Hi Team, I have a big problem here. There are over 6000 Contacts in my database. I extracted this into an excel and cleaned them, leaving me with around 4000 Contacts, however which is now on Excel. What would be the best way to clean my Zoho Database, so that I'm left with only these 4000 Contacts now? Help....!!
Purchase Order - Account Name or Contact Name Shipping Auto Population
Hello, How can I create a Purchase Order to where I can Lookup an Account Name or Contact Name then it will auto-populate their Shipping Address for direct delivery from the Vendor? Thank you for any help.
Lead Names for Activity Reports
Hi, I need to be able to pull an Activity Report that lists Todays Calls with the name of the person that was called so I can review status of leads with my salespeople. I can add Contact Name to the report, but as far as I can tell I can't add Lead Name to the report. What gives? Is there another report that I should be using or am I missing something? Thanks, Jim
Visibility of sales reps activities
How do we get sales rep to only see their profiles and not all sales reps activities.
Editing a Pick List, but no space available
I'm a single user, using the free version. Apparently, I've reached my limit in my ability to add new choices to several of my drop down Pick Lists. When this happens, a dialogue box appears, I check "OK" and I can't make any more additions to the Pick List. This process also locks up the program & my PC. I need to close the program, wait, and then restart the program. First, how can I solve this issue? Second, will upgrading to another (paid) version solve this issue? Thank you! Ken
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