Enriching customer database (Zoho CRM)
Hi There, We just started using the Zoho CRM tool. Looks very promising to us. We have one question. I just imported our clients in ZOHO. That all works fine. How can I add enriched info about our customers on a montly basis into the excisting database? We have a callcenter calling for us. Every month this call center sends us an excelsheet with extra info about our customers which we would like to add to the current clients info. Is that possible with a batch upload or something? Kind regards
Can sales stage values in Potentials be exported?
Hi, When I do an export of all records in Potentials, the Sales Stage field is not exported. (Sales Stage is a value from a pick list). Can the Sales Stage field be exported, and if so, how would one do that? Thank you! Robert
The business phone number is cut off by 1-2 digits thus compromising all of the phone numbers for our 1000 contacts.
This is a serious mistake in the software that needs to be rectified and I certainly hope does not involve re importing all of our contacts. Please advise on how to fix this.
Advanced Filters as Standard Filters
Dear Support, It'll be helpfull if advanced filters were processed as standard filters. eg: I'd like to chose all advanced filters instead only standard filters at request. Thank you. Paulo Miguel.
potentials
So why can a potential only be a company? We sell primarily to individuals and would like to convert a lead to a potential maintaining the same exact information, just re-categorize it so I can create a quote. I thought this was customizable.
Reporting on Multi-select pick list fields
I have set up a few fields with multi-select pick list options. I have populated them with data and when displaying this field in a view, I can see the data in the field. however, when I run a report with this field it does not display the data on the report. Thoughts? Thanks. Bill
Convert a call to a lead?
Most of our leads come from incoming calls. I need the call log to keep track of call volume over hours and days. There is no obvious way to convert the person who called into a lead so it can then be turned into a potential. Has anyone at zoho ever worked for a company that deals w/ both B2B and B2C? Ever heard of a lead being generated by a call that also needs to be part of the call log?
Does ZohoCRM PhoneBridge support Axon Virtual PBX Windows Software?
Dear Support, I am Zoho CRM Partner in Japan and provide ZohoCRM for several customers. Japan customer ask for CTI Function for ZohoCRM. Does ZohoCRM PhoneBridge support Axon Virtual PBX Windows Software? Axon Virtual PBX Windows Software http://www.nch.com.au/pbx/index.html Manage phone calls for your business or call center Axon is a virtual IP PBX for Windows designed to manage phone calls in a business or call center environment. Installs on Windows PCs and ready to handle calls in minutes Supports
quotes list: table of all products used and in what order numbers
I'm looking at our product list https://crm.zoho.com/crm/ShowDetails.do?module=Products#tab_Productsbck How do I see what products are part of quotations? How do I see which ones are most successful/used?
Click Setup > Product Tools > Generate PO for Record below Reorder Level. Product tools are NOT under Setup
On this page https://zohocrm.wiki.zoho.com/Creating-Products.html it says Click Setup > Product Tools > Generate PO for Record below Reorder Level. BUT Product tools are NOT under Setup I need to know where I can see and manage and edit all of my existing Products. How do I do that? What is the URL?
Click Setup > Product Tools > Generate PO for Record below Reorder Level. Product tools are NOT under Setup
On this page https://zohocrm.wiki.zoho.com/Creating-Products.html it says Click Setup > Product Tools > Generate PO for Record below Reorder Level. BUT Product tools are NOT under Setup To edit your product list you need to go to https://crm.zoho.com/crm/ShowDetails.do?module=Products but If you try to delete any products you get this cryptic message: Selected Product(s) cannot be deleted as they are involved in Inventory management (Quote/Sales Order/Purchase Order/Invoice). with no URL to help
How can i search on fields which i create by myself
How can i search on fields which i create by myself? Please support in this case. I desperate need your quick response. Thanks.
Changing criteria pattern in "options" but not in the "reports"
Hello, I have seen that you could now change criteria pattern when you are in "options". Is zoho plan to do so in the "reports" as well, that would be very very helpful... Thanks J.A
How to force users to write in cap letters ?
Hello, I need to force users to write in cap letters only in Zoho crm. But is seems that fields type do not allow that ? can you confirm ? is zoho tech team plan to do it ? Thanks J.A
Quote form - adding in leasing option
We are in B2B sales and are interested in adding leasing option to our quote with a monthly payment and term. Anyone have experience, just curious how you have added it to your quote template.
Reports - Advanced Filter (Today - 60 days?)
I want to create a report to view all potentials that have not been modified in over 60 days. Is there any way to create an advanced filer that says: Potential Modified Date --> Is before --> Today-60 days The "today-60 days" is where I would need some code help Thanks for your help, Dan
Distribution security field
How can I create a distribution field in Accounts in order to prevent accounts from one geografical area to be seen by users from other areas, but to be seen by Sales Manager or other special rights aproved users? This is just for security reasons, to secure my data base. Alexandru Hegedüs
Report Question
I have the professional addition of ZOHO CRM. We are only two users in our company, but only one has access to reports. Just trying to understand if this is correct. Thanks
Can you add a note to hit multiple leads without opening each one?
I took an action that effects multiple leads. rather than opening every one individually, can I create a note to hit selected leads?
Possible to show datetime of last note on dashboard
In the dashboard is it possible to show a datetime stamp column under the accounts module of the last note that was input for that account?
Recently Modified Leads report??
What exactly do you have to do to a lead to have it appear in this report? or what can I use to do the following I have an off site sales person. I am trying to track things they are adding - specifically notes into leads files. I though that adding a note to a lead would be enough to have it appear in the "Recently Modified" lead report, but it is not. It seems like lead updates would be what I'm looking for. But I don't see a way to make a view out of that any ideas?
After upgrading, We couldn't see all tabs that should be visible in Enterprise Edition?
Dear Zoho Team, Today we upgrade our demo account and subscribed to yearly enterprise edition. But we couldn't see the all tabs which included in Enterprise Edition (For examle Pulse, Price Book etc is not visible) I'll be pleased to have an urgent reply. Thanks in advance. Best Regards Kagan
BUG: Sheet View failing for Super Administrator (Remote upload of a presentation failed)
Hi there, The other super administrator in our company besides me is unable to use the "Sheet View" for any module. The error when clicking on the Sheet View button is: "Remote upload of a presentation failed." Thanks, Rachel
Report on all instances of modified time
I've added a field to my Leads module named Next Followup Date/Time, which gives my reps the ability to scheudle their follow up to the lead if they left a message or got no answer. I would like to create a report that gives me list of everytime they update the lead based on modified time. I have created a report that gives me the records that were edited today but only the shows the last instance of the modified record. If I call the lead multiple times and schedule multiple follow up date/times
why aren't mass e-mails displayed in my sent folder
When I e-mail multiple leads, and it give me the "successful" message, where do the sent messages go? I can't find them in my sent folder. I need to verify WHO received them. As it said 32 successful. What about the other 100??? I need to locate the folder for sent mail on bulk lead blasts. Thanks
I want convert a call in a event
I want convert a call in a event on zoho crm. This is my case: I want prepare a call for tomorrow and i want that this appear on calendar. Can I help me thanks!!!
Rename Acount Number in French
Hi, In ZOHO CRM Accounts table, is it possible for you guys to change the label field in french from "Nombre de Compte" into "Numéro de Compte" or "Code du compte" as the first one means Number of Accounts instead of Account Number. Thanh you !
Error with french caracter... how to solve?
Thank you for your help, Éric
Blackberry Playbook
When I go into my Zoho account thru a browser and try to use the email on my blackberry playbook, (after I have gone into Leads and put a check into the box in front of the customers name). The playbook brings up the email page to send but will not let me use rich text, only plain text. Is there a way to change that. Also when I go into leads and I tap on the clients account, (which takes me into all the clients information), then when I tap on the email that is there it takes me right out and
Zoho crm integration with Nortel phones
Does my Zoho CRM system integrate with a Nortel phone setup?
Zoho CRM and ecommerce
Is there a way to set up Zoho CRM to sell products or services online through an ecommerce website? I'm looking to set up items ( through a shopping cart) to be puchased via cc, google or paypal online to link in the backend to invoicing in Z CRM.
Deleted a Field Created
I had initially created a few fields under Accounts and Contacts. Now I want to delete them and only have under Potentials. I have deleted them under the customization tab layout and the fields tab, but they are still showing under the account screen and contact screen. I have tried logging out and logging back in, etc, but still no solution. Any help would be great. Thanks.
Call center - best practices
Hello, We are using zohocrm for our call agents but i'm not happy with the admin overhead! We are using activities for every call. The call agent has to close the task and create a new one as follow up call. Also if the call agent can not reach the prospect. I'm looking for best practices in using zohocrm in a call center environment. Looking forward to any feedback. Peter Olsson Prospectory
Task's categories and calendar sync
Hello, I suggest to make categories for tasks and also eksport to calendar and sync with Google calendar. That's could be very usefull
Convert Quote -> Invoice -- Error
Hi, Sometimes we get an error that 'Quote' is already converted to Invoice. But the invoice is not there, its not delted and we couldn't find it in trash. Is there a way to override and recreate an invoice from Quote? Thanks.
Lost Description Data
Hi, Yesterday I imported about 32 leads into Zoho. This was the client list of a (small) business that I have recently taken over. The data included some descriptive info which I also wanted. The client list was in an Excel spreadsheet which imported quite nicely. I matched the descriptive info to the description column and voila! it was there. However, today I went in to do some more work on that list and ALL the descriptions in ALL the leads are gone. This is very frustrating. It might be a small
Integrating gmail/gtalk with Zoho CRM
Hello, I will sound like an heresy to suggest. but we have become hooked on Gmail. Salesforce and Gmail willl very shortly work together. Is there a remote chance that Zoho and Gmail will work together ? of course the decision is more strategic in nature for Zoho than purely technical. I wish that this post gets addressed from the Zoho developer team. Michel
Importing Leads from Service Magic
I was wondering if anyone uses Service Magic and if you are able to import the leads (preferably automatically) into Zoho.
Can you assign a task to the record owner through workflows?
When assigning tasks from workflows, I want to assign it to the contact/lead owner but I cannot. I must choose a specific owner. Is there a {Lead.Owner} code or something to allow me to automatically assign these tasks? Taylor S. Client Service Manager
Why can't I delete the first row in an invoice/quote?
Is there a reason for this workflow? Regards.
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