Updating contacts via CSV roundtrip and matching with Contact Id
Hi Guys, I've been trying to tidy up our contacts in Zoho. I hoped that if I exported contacts to CSV with the Contact Id, I'd be able to edit those contacts in Excel and re-import them using the Contact Id to match the right Zoho contacts when I re-import. It seems that Zoho actually matches to the Last Name during the CSV import (this is the only mandated import field) and not even to the email address (which is ambiguous for duplicate contacts with the same email address). This seem illogical.
Cannot add extra user to Zoho
Hi We work with google apps and zoho crm. I have an account and i want to add another user to the CRM. I have tried many different ways, but Zoho keeps saying that there is no account from our company. I have paid for two user accounts. In short: - I have a working Zoho CRM account. - I am a admin in google apps (for our company). - I want to invite another google apps user from my company in Zoho. - I first tried creating the user from zoho. I invited him via users, add new user. - But this was
Why does exporting XLS or CSV insert hyphens into fields with empty values?
Hello, Novice question. When I export from Zoho CRM either XLS or CSV --> If I have a field for a second street address or a field for a department intentionally left blank or empty, Zoho CRM export process auto-inserts a hyphen character into the export file. I suppose I could then find and delete all of these values after the export, but am I missing a simpler solution? What am I doing wrong? This export is for mailing address labels. The Zoho export file should export and then be immediately ready
Update Leads Activity from a spreadsheet
I have approximately 900 leads, and I have sent a postcard to approximately 600 of them. I have those 600 in a spreadsheet. Is there a way for me to import this activity in Zoho CRM to update these leads to show postcard sent? Thanks for any assistance with this!
Role of CRM
Hi every one,I am new to sales force technology.Can any one tell me about the role of CRM in sales force technology. Sales force Training in Chennai
Zoho Tasks Reminders....how is this done?
Hello, I currently use salesforce, but I and my colleauges want to make the change to Zoho this week. However, one of the most important functions to me is daily task-reminders, and I cannot figure out how it is that Zoho sends those reminders to the end user. I put in a "trial" lead yesterday, and scheduled a task for today, but when I signed in this morning there was no reminder to speak of. There is a tick-box for an email reminder, but that is not what I am looking for. Is there a way of simply
Goodbye 2013, Hello 2014!
It’s time again to say goodbye to yet another wonderful year, and eagerly wait for the next! It’s also time to walk down the memory lane and recall the things we accomplished in 2013 and our resolutions for 2014. Created Space in Enterprise Market We started the year with the release of Document Library , and then moved on to give you some new and interesting features in our mobile app - Mail Magnet for Mobile, Business Card Scanner App and the Leads App. Here’s what our customers have to say about
Consolidated History
Is there an option, or can we have one, for a "Consolidated History" under each contact and potentially under each Account? I am sure there are plenty of reasons why someone might want to see their emails, completed tasks, notes, completed events, etc. sorted out under individual headings, but for our use this just makes the history of what has gone on in the account hard to follow. I do like the ability to just look at the tasks or the emails, but what about an option to consolidate all closed
Sending Case details to Contacts
I have created an email template pulling fields from a case. The template is set up as a case. I want to send this to a contact. Can I set up a lookup field on the case to pull in the contacts name and then be able to access the template (listed under cases and not contacts) and send it to the contact??
Custom modules
Hi, we have combined crm with creator but now realise that custom modules might be enough. This would save us money. We would need to copy across the data. Any ideas how to do this. Plus feature differential?
New layout is unworkable - please put it back
Dear developers from Zoho, There must have been a mistake with updating Zoho with the new layout, normally updates are done to improve the user experience of an application. Now you guys decided to make update for the worse; please tell me why you guys think it will be an improvement to have us now scroll our asses off, even on the homepage we have to scroll now? So besides the 'adding of space for NO reason or functionality" you guys also decided to make everything harder to read? So please make
Printed Layout Changed - Please PUT IT BACK
I have read that many complaints have been made about the recent bout of updates have changed the presentation of the data and making it more difficult to use. These seem to have been answered by S. Prakash as now having been solved but I difer from this response. The changes are unwelcome and unwanted by most users who are paying for this service. Also, you have completely screwed up the printed pages. We use the Cases tab as our job Tickets and the layout has changed so much that now we
Zoho CRM Calender invitation
What am I doing wrong? First I create a calender event and I invitate people to the event. Problem: the person invited to the event can't see the actual event in his or her's calender. It comes to the events module on the front page, but only appears on my own calender.
Annoying new Clock image that does not go away
This is a screenshot of my inbox: I hate it and never asked for it to be there. Please help me know how to get rid of it.
New UI Suggestion - Autohide the "recent items" tab
The recent items tab stays "sticky" when you click on it. Please auto-hide it after you select a record. Currently you have to click elsewhere or click the "x" to close.
Different Font in CRM? PUT IT BACK THE WAY IT WAS!
So sign into zoho this morning and it looks totally different. Looks like a different font perhaps and everything seems more spaced out. Unfortunately this leads to lots of scrolling when previously my info usually fit one one page... Please put it back the way it was yesterday! This looks horrible.
Search bar error
When i type anything into the search bar it comes back with unable to process your request please click here to go back the link it gives is https://crm.zoho.com/crm/IAMSecurityError.do?searchword=foster&searchCategory=AllEntities Please respond to michelle@h4group.com Thanks
Failed customer support at zoho might force us to go back to salesforce
I work with a small biotech company and whilst we are new customers, I am seriously considering switching back to salesforce as the lack of customer support has been disappointing to us.Despite my annoyance, I believe if you understand our business model, you can appreciate the complexity we are in and maybe suggest a proper solution, in the professional edition, instead of the short abrupt emails I get in return. Our company contacts people from different firms offering out a service. We have a
Stock management
Hello, We need to have master and sub products. For example, if someone orders a computer we have bundles that also contain the computer and other products such as a mouse, keyboard etc etc. Right now though the computer and bundle have to be completely different products so they cannot share the shame stock even though the computer comes from the same product. This is basic stock management using sub and master products. Can you help on this please? Thanks
Zoho CRM Fonts and Text Spacing
Why the recent change to the Zoho CRM fonts and spacing? Many of the modules are getting harder and harder to read, because the font is not bold enough, and recently you changed font styles. Now there is more "white space" which leads to more scroling, clicking, a real time waster and the fonts are not sharp - grey characters. It appears there is little regard for user preferences and Zoho just makes random changes without any warning or user input. Remember, the basic, fundamental purpose of a
"Insufficient privileges" error trying to setup company details
I'm logged in as administrator, trying to enter (for the first time) Company Details, under Organization Information at https://crm.zoho.com/crm/setupInner.do?page=Security.do?actionName=createOrg&tab=org&in=company I enter all the required information and hit Save, and I get the error: "Insufficient Privileges to perform this operation. Contact your Administrator." Of course, in order to do anything else, I'm required to fill out company information. Thanks in advance.
Have suggestions for indicating Pilots vs Whole accounts (in-process-->closed)?
Our SaaS is for the K-12 market. Very often, a customer will choose to "pilot" the product for a certain subset of the population (e.g., a grade level, school, or for just a small number of struggling students). Initially, it could be a teacher or mid-tier decision-maker deciding to spring for the pilot (typically <100 students). They are often not the people that have the power to make a district-wide decision (typically >1000 students). The term "Pilot" is used very diversely and loosely
Sorting Potentials by Close Month
Hi, I'm looking for a way to create a view or a report that would show my open potentials by the close month. At the moment it will show by the close dates or by quarter. What I'm looking for is a report that would show my revenue month-to-month. Could someone please help me with this? Thanks, Charlie
Cases not showing up under "Accounts" listing, also alerts question
So I've created 2 cases for a certain "Test" account that I have. When I go to the Cases tab at the top, they show up normally. When I go to the "Accounts" tab at the top, and then choose my Test account, the cases don't show up under the "CASES" Section below the basic information for that account. It shows up under the "ACCOUNTS" Section below the basic information. Is this a glitch or error of some kind? Also, is that causing other pieces to not work? Unrelated, but also wondering
possible leads to an opportunity
Hello I am wondering if I can add other leads (same organization) to an existing opportunity?
BCC Dropbox not working
I'm setting up all our sales team on Zoho CRM and the BCC Dropbox feature is not working. I tested a couple of e-mails, both sent from my Outlook and Web and it does nothing It does not tie it to an existing lead, and it does not create a new lead when there isn't one already present. It simply never shows up in Zoho. We use google apps for our e-mail I ttried regenerating the adress and nothing Help please!
String to number function???
In zoho crm's formula fields, is their a string to number function? There's a number to string function, and there's some string to long function in zoho creator, but is there a string to number function in zoho CRM?
Real grouping of report rows
I'm trying to create a simple summary report and I need to be able to group rows like I would in any SQL database. It seems that Zoho CRM Reports has a group feature but it doesn't collapse the rows - I still get all the rows even though I only want the summary data. Specifically, I want to create Companies report that shows me a distinct name of the company from the Lead and the number of leads we have for it. Something like "select company_name, count(*) as leads from lead group by company_name".
Mail Merge Doc problem
Hi, I have a document loaded in to the mail merge templates. The problem is it is only one page but when we merge and make PDF it is over 2 pages ( The second page is blank). The other problem is, when you go to edit it in the online editor, all the formating and layout is lost. I've attached the document. Chris
Phone bridge
Hi. Hope you can help.i can see the systems that zoho works with. Here's my question we are a very small business with 3 VoIP lines all answered from one phone by one people. What is the best (CHEAPEST) system for us. Recommendations please.
Link back to potential in an email alert template
My gut says I can write a custom function to auto populate the direct link back to a potential in the body of Email Alerts I send to my users when a deal is WON. Has anyone done this? Simply, I want to send automated email to internal users when a salesperson closes a sale. In the body of the email I would like there to be a link to click for user to be taken straight into CRM record for that specific deal. Potentials appear to use the PotentialID hash and if there's a way to create a custom function
Forecast - anyone use?
Does anyone use the Forecast module? It is extremely limited and I've requested some features from Zoho but Forecast module improvement does not seem to be a priority. Wondering if any other companies actually use it and if so, how? And what would you like to see improved?
New Zoho Campaigns - minor issue
Loving the new Zoho Campaign Designer. Noticed one smallish issue with <div> and </div>: You're adding the <div> correctly at the start of the code, and one at the end of the code, but you're adding </div> after each field, which, while most browsers will accept, isn't strict adherence to the standard and Dreamweaver complains. Here's an example where you'll see (4) </div>, one after each input field:
When creating a new module how do you link it to other modules ?
Hi All, I created a custom module (what a thrill ! yepiyeh!) I am very happy about it yet... ;-) I would like to link it to another module. Please look at my image just before and tell me if you can help ?? Thanks so much in advance Laure
Using a Unique Identifier instead of a Company Name in the Account Name field
Due to the issue posted here: https://help.zoho.com/portal/en/community/topic/how-to-associate-accounts-and-contacts-via-api I may need to keep a Unique ID number in the ACCOUNT NAME field. Other than the letters for sorting the records at the bottom of the page not being very useful, does anyone see any other limitations of using a Unique ID in the ACCOUNT NAME fields
Attn. Users using the Zoho CRM Plug-in for Microsoft Office
Sometime back we had an announcement for the users using the Plug-ins for MS Outlook, MS Office, QuickBooks and Mobile Apps. This announcement is especially for the users who are using the Zoho CRM Plug-in for MS Office to create Mail Merge Documents. We are now supporting Zoho CRM Plug-in for MS Office 2013 also. As we're doing away with Ticket-based authentication and instead introducing Auth Tokens for all our Plug-ins, we recommend you to get the latest version of the Zoho CRM Plug-in for MS
#hashtags in the notes
Bonjour, Hello, When you do notes in a contact, a task, an opportunity, an account, etc, is it possible to write including #hashtags, so that later on you can make #researches by selecting the #hashtags only ? This would make #notes a lot more usefull, making it possible to #select #topics and have a result about all said around the #subject selected. Kind regards Pierre
Contacts vs Accounts
Hi, I started using this CRM about a month ago, and I find it very confusing the way it handles Accounts and Contacts. I just want one account to be the same as a contact. The company name would be under the contact name. As a newbie, I inserted ALL my contacts (and was associating all to an unique Account before I knew what was this about). Now... I'm not really happy by having to create all accounts which are the same as my contacts again... Is there something that I'm missing? Thank you
Advance filter - today
My apology if this question has been answer a gadzillion times already.... but I can't find the answer. We are using the CRM "Old Professional" edition. In reports, how do I use the advanced filter to filter the date field to today, or today+offset? I tried Today, and Today() all to no avail. Appreciate a prompt answer.
Notes not carrying over to converted potential
when I convert a lead to a contact/account and create a potential, the lead notes are gone. They usually show up in the potential, but today, nothing. This is a big problem to lose all my lead notes. Especially ones that are progressing through the pipeline. -J
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