How to map Lead Created Time to Contact and Account
How can I tell when a lead was created after it has been converted? I tried creating a formula field called "Originally Created" = ${Leads.Created Time} but is not listed in the map fields screen.
Case workflow
Question:crm Need help creating a workflow. Can zoho monitor a pop mail account and create cases from an e-mail? We want zoho crm to create a case from the email and then create an e-mail and send it to a specfic e-mail address? Is this possible?
Accounts to Leads and etc
Please make it easier to change accounts to leads and potentials. When importing into CRM if a contact doesn't have a name it gets added in as an account automatically... which is not true... it may be more of a lead or a contact... I need to move 'accounts' back and forth across db. Please make it easier to do so. thanks Dennis dgd
Customer Portal
Hello Peter, You mentioned that the Customer Portal would be rolled out at the end of Q3. Can you provide an update on this. Regards Toby
Leads with multiple contacts
We have imported a database of companies as leads. Since we didn't know the last name of the contact person for many of these companies, we imported them indicating "NO NAME" in the "Last name" field. Before we assigned to our sales executives, we happened to find the contact names of *several* key decision makers in several companies and we needed updated the leads adding several "CONTACTS" for this company. This could be done only by converting the lead into "ACCOUNT", which enabled us to insert
Importing Postal Codes beginning with cero (0), eats the cero
In Spanish languaje version, Importing Postal Codes beginning with cero (0), eats the cero. Example, importing "08050" brings "8050". Is this a bug? Is there any solution for it?. Thanks.
How to change username?
Is there any way to change my username? I can see how to change all of my other details by clicking edit user details but I can't seem to change my username. Is there any way to do this?
Dashboard for oppotunities by month
Can I create a dashboard that shows Opportunity stages for each month based on completion date? i.e. so I can look at say 6 or 12 months at the same time and see what opportunities are are what stage?
Calendar times different for different users
I have 2 users in my CRM acct. If I put in a calendar entry for say 2:00pm to 4:00 pm when the other user logs into her account and chooses calendar ALL she will see a different time for the appt. Like 02:00am to 04:00am Both accts are using the same time zone. Any ideas on the problem or fix. Thanks..MG
Importing Leads/Mapping fields
I have an excel lead list I want to import, however, the name column contains both last name, first name. How do I map one column into two different fields?
Custom Web to lead form
I am really struggling with making the web to lead form look right, any editing that I do to it brakes it.. can anyone help. http://www.blucky.co.uk If you go to my website you will see my current form.. and i want my ZoHo to look simaler... e.g to the right <div id='crmWebToEntityForm' align=center><META HTTP-EQUIV ='content-type' CONTENT='text/html;charset = UTF-8'> <form action='https://crm.zoho.com/crm/WebToLeadForm' method='POST' onSubmit='javascript:document.charset="UTF-8";' accept-charset='UTF-8'><table
Opportunities reports troubles
Hi When I export opportunities in Excel format in report module, the amount field seems to be invalid. It's a currency field, but when exported in Excel it does not act as a monetary field : i can't make sum or any other operations. Help :)
How to remove Zoho marketing from paid CRM users view
How do I hide all the marketing URLs from the CRM and other Zoho software from the display of our employee users, like the "Upgrade" or "Tell a friend" links? We pay plenty for all of our Zoho software, so it seems perfectly reasonable to be able to disable such marketing across the software. Thanks for your help.
auto generate email to contacts based on field values
Hi Zoho, I want to have a workflow rule which automatically sends emails to my contacts based on field values. For example, my contact has an appointment with me tomorrow. I want zoho to send an email the day before tomorrow automatically with a text from a template. I hope this is possible. Please tell me how to fix this. Kind regards, Jimmy van Dijk
Modify hours and date for calls
Hi, It would be great if we could modify hours /date for calls activity. Currently we cannot and we are forced to delete and redo when we make a mistake. Regards,
Need direction.
Our company is a small 3-4 employee lending/microloan business. The process is the following: We lend upto 50,000. We have a booth at heavy areas where people fill out their basic details and our office contacts them and says if they provide the requirements, we can have them apply. Then the person comes in and fills out the application and gives us the requirements. Our due diligence team follows up and verifies the requirements. If the requirements are good and dandy, they get forwarded to the
What is considered advisable practice
We have been using ZohoCRM for the last couple of month and concerned about datalosses, corruptions etc. Is it possible that Zoho could lose all our data? - hacking and corruption included. or will it never happen X. What is the best practice in terms of backup. Getting Zoho to do this on a regular basis and doing manually is long-winded. Is there some routine (script or macro) one could run? What would you guys who have been using it for a long time advise.
Pressing the tab key in Contact Information
When entering data under Contact Information (two-column layout) and using the tab key to go to the next field, the cursor moves from left to right. Is there a way to have it go from top to bottom (starting from the left) and then continuing to the right? Similar to how you enter data under Address Information?
Show leads by Company name, not by last name of contact?
How can i have my leads under the alphabet a-z tabs be shown by company name and not by last name of the contact?
Combined activities view?
I'm trying to create an activity view that will show all upcoming activities sorted chronologically. I'm running into a few issues that I don't know how to handle. 1) How to include a criteria for today onward? I can do tomorrow onward, but I'd like to include today also. 2) How to be create view so that all current activities show? I want my view to include future activities and tasks with a due date that has not passed. I've only figured out how to get one of the two, but not both at the same
Terms and Conditions -ZohoCRM - How to have different T&C for different countries
Hi, Our company does business in a number of countries. Our terms and conditions are different for each country. How can I set up different terms and conditions for each country? I need them to apply to Quotes, Sales Orders and Invoices. Please be as detailed as possible. Thanks Adam
How do you disqualify leads?
Hi, I know that you can convert a lead to a potential but I don't know how you set it to be invalid. I might have removed it from somewhere when I was customizing lead module. Unfortunately, I can't find any function or field that determines the qualification of a lead. Can someone please help?
Viewing Closed Activities Details
Is there a way to change a view setting so that I do not have to open each closed activity in order to read the details? temkem11
Notes not in chronological order
In opportunities, notes are not in chronological order. I reviewed this post: https://help.zoho.com/portal/en/community/topic/question-about-chronological-order-of-notes Which states it should be. Am I missing a setting somewhere to turn this order on?
Viewing the Progress of users
How do I view the progress ( calls made, emails sent, tasks performed etc.) of my users?
Mass Replacement of Leads
We want to export our leads, for day-to-day management in excel and re-import them into Zoho without creating duplicates Essentially we want to import leads and have new leads replace old leads that have the same zoho id. The startup menu does not seem to have this feature. Best solution that I can find is to export all leads, dedupe in excel, delete all leads and reimport the clean list. There should be a much more straightforward way of doing this though. Any suggestions?
Master List of Tasks for New Users
We have about 20 users and growing and all of my new reps have a standard list of tasks to complete as part of the start up process. I would like to be able to create a list of tasks that are assigned to no one and have them copied or assigned to new users when we setup their ZOHO account. Any Ideas?
Subscriptions
Hi, I'm wondering if there is a way to configure Subscriptions expire time in Contacts / New contacts.
Filters for Campaign Reports
How can I create a filter for a lead report for a single campaign by campaign name? Appears to only be able to be created with dates. We have different campaigns with the same dates.
How to do the selection of contact to campaigns?
Dear all I've been a big ZohoCRM fun. But I seriously start to map the possibilities of migration to hosted MS CRM. The reason? The key campaign management functionality is still missing.... Our situation: We have thousands of customers and prospects divided into Segments by multichoice field of Account. If we want to select contacts for the particular Campaign we must do the manual selection from the "long list" of Contacts belonging to the Accounts from the particular Segment. As a result, we have hundreads
Accented characters showing as a �
Is anyone else having problems with this issue. It originates when we import excel leads into ZOHO with addresses and/or names with any accented character. They just show up as "�" in ZOHO. Our language is set to "English" United States and our country locale is set to "Canada English". Any ideas would be helpful. Thanks.
Double registration
Hi I seem to have a problem with Zoho ... all new entries are entered twice when I save them ... this goes for both accounts, contacts and activities I am currently on a free account but it leaves me wondering of hacks or flaws in processes Best regards and thanks in advance for any help Ole Langer
Export Data using ISO8859-1
Hi, when importing data it is possible to switch encoding to ISO8859-1. But when I export the same data I'm not able to switch the encoding. So "special characters" here in Germany are wrong in the export-file. Looks like that alway UTF is used for the export. Where can I set the encoding for the export? Greeting Michael
Help: Trying to import my contacts
Is there a certain order my info on my contacts needs to be entered in on excell so I can import them into contacts all at once instead of individually?
Delete my account but email problem
I am in a bad position, I want to delete my crm account because the associated email is not working anymore, but I don't remember my password!!!! I cannot reset the password because it will be sent via email....but the email is not working anymore! How can I do???? Thanks Silvia
why dont my post show?
why dont my post show?
How to print the Task List
I'm new to Zoho CRM and I've looked and looked and cannot figure out how to print the Open Task List. Help?!! And thanks!
changing a pick list on contacts
I currently have a particular field under "contacts" that has a pick list for options. Already, we have multiple entries in contacts, having used this pick list. I am now looking to modify the pick list, which will no longer include the old options. Will the old entries simply have nothing under this field going forward? Perhaps it is better to keep the old options within the picklist so we don't lose that data???
Can I add a secondary email address to the same account?
I am trying to add a second email address to my account to send out emails company from info@company.com not my personal account. Does anyone know how to do this?
Formula Help
I would like to make a new field in Accounts using a formula. How can I make a formula that would look like this: If "Account Owner" equals Account Owner 1 then "New Field" equals "Gross Commission" * .80 If "Account Owner" equals Account Owner 2 then "New Field" equals "Gross Commission" * .30 If "Account Owner" equals Account Owner 3 then "New Field" equals "Gross Commission" * .20
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