Importing Outlook CSV Files - Need Field Names
Hello - I've been trying to import my contacts via an outlook csv file format, however for some reason my contacts' email addresses are not importing with the rest of the information in the file. I believe it's because my outlook csv file has field headers that don't match with Zoho's required csv format (i.e., outlook csv says "E-mail Address" vs zoho's which is just "Email") - however I'm struggling to find a list of zoho's requested csv fields anywhere. Is there a csv file format - and/or field
Create basic formula
Hello, I'm very new to Zoho and I don't seem to understand properly how the formula field works. I want to create a very simple formula that Calculates 15% of the Amount field in our deals form, but I don't seam to find the right formula, keep saying I'm missing braces. See formula I'm using: ${Deals.Amount})-((${Deals.Amount})*15%))) Anyone?
Need help with a Formula for empty fields
I can't find how to create formula for empty field. For example if Field Budget is empty, I want the field to be empty. But if budget is more than for example 100, I would like the field to say: "100 is our budget". Any help is greatly appreciated. Boris
How best to copy contents of one column to a different column?
I have a numeric column in Deals that I need to copy ("move") into a single-line string column. When the copy operation is complete, I will delete the original numeric column. I have about 900 Deal records. I know I could do this by exporting the Deals, use excel to do the "copy", then reimport using the "Opportunity ID" as the key...but I've yet to do a mass data update this way and I always get twitchy when doing a global update. Are there better ways to do what I need?
Hi guys!, Trouble with phonebridge.zoho.com Is it down?
Since a couple of days ago that I started with Zoho CRM, I have tried to configure calls with my voip provider, what happens is that between test and test Apps Market apps I installed and configured workphone.io, unfortunately this made the PhoneBridge will stop working on my account. Could you help me? this is general or just happens to me? Attached screenshots.
Pushing data from third party software to Zoho
Hello, I was looking through the different APIs available and couldn't find what I was looking for. My company is trying to push data from our web-based application to Zoho. I was tasked with finding the API necessary to do this, can anyone help? Is it possible? We have standard fields within our software that will be mapped to Zoho. Our customers (users of our website) will also sign up and have their own Zoho account, so the API will have to be sort of universal for everyone. When we add a new
stage-probability mapping incorrect, don't know how to correct
the stage-probability mapping i have entered is: + (too long for one screenshot) however, all the graphs/analyses, etc. persist in displaying a wrong sequence; i.e.: MPS minded / 70% is placed after last stage! example: how can i correct this? it drives me crazy!
Tags: Add ability to filter by tags within the Activities module
Currently there is no option to filter by tags within the Activities module but we are able to add tags. Would be great to add this feature as it's currently available in every other module within the CRM including custom modules.
Been using Gmail. Got a new email address via Zoho. All email message is gone from Zoho CRM
I've been using gmail address for email and had set up Zoho CRM with that gmail. However since some recipients won't be able to receive some campaigns from Zoho CRM, I decided to open an email address with Zoho. Now all the email messages attached to Zoho contacts are gone. Can I still keep messages with gmail while I use another email address?
Lead Visibility
Leads added by me, are not visible to my administrator. When i added the lead, i mentioned my name under Lead Owner section. How can leads added by me would be visible to my administrator
Lookup Fields
I have been hearing from both clients and prospective clients about the limit of Lookup fields and I really do not see a reason why Zoho has such a low limit on Lookup Fields (5). This limit posses unnecessary difficultly for users. There are many types of companies that it simply makes great sense for many more look up fields to be uses, Real Estate, Education, Financial, Insurance, to to name a few. At minimum Zoho needs to triple the current limit, and in my view it needs to do that ASAP.
CRMAPI - Constantly seeing message authtoken for account exceeded
I use my laptop to access Zoho when travel. We have a CRM API to link to Pandadoc. Zoho works fine all the time but when I try to create a new PandaDoc I am requested to generate a new authtoken. Then I receive a message stating authtoken for your account exceeded. We have nowhere near exceeded any limits and the problem only appears to occur on my account. I am an admin. Thanks
Deleting CRM for an account
Hi, I have one email address in the organization that created a CRM instance and is super admin. But I wanted to change the super admin to another email address, so I created a second CRM instance under the other email address. No I'm trying to add the old email address to the new CRM instance, but it won't let me because it's already associated with it's own CRM. How can I delete this CRM account for the old email address? I've followed various instructions that say there should be a delete button
Editing Pick-List values
In working with our Contacts module, I removed several values from a pick-list because the system said it was moving them to the "Unused Values" section. However, I can't find any unused values area - only the Unused Fields area. And the online help seems to indicate that if you remove a value from a pick-list, it's actually deleted. What's the reality here? If I remove values from a pick-list, are they really gone forever, or are they truly moved to some storage area that I just can't seem to
Phone type icons
This is a simple request: please assign unique icons to different types of phone numbers. For example, you can enter an office phone number as well as a mobile number when creating a Contact. However, the icons assigned appear to be inconsistent. In the contact entry, the icons assigned to both numbers is the same "handset." However, when viewing the summary contact info in the Account screen, one number has the "desktop phone" icon and the other has the "handset." For me, it is very important to
Web to lead isnt responding
Hey everyone, i have a problem with my web to lead form - https://kee.co.il/contact-us/ i did everything in order but somehow it dosent work: 1. i dont get re-direct to thank you page 2. i dont receive any leads in the crm system (not it approval also) thanks, Moshe
Setting the user's Default View for Contacts, Leads, etc
We want the user to see "My Contacts" or "My Leads" or "My Accounts" when they go to that module. I'm stumped - I set "My Contacts" to be the one Favorite and it doesn't help. If this isn't in the current product, I'd like to suggest the ability to set one View as the default startup View. Thanks!
Maximum number of Contacts synced to Outlook
I synced about 13,000 CRM contacts to a new Outlook Address book and Outlook is now unacceptably slow. A few questions. 1. What's the easiest way to delete that address book so that I don't delete the contacts in CRM? 2. Is there a way categorize contacts in CRM for synchronization into Outlook? For this first attempt I synced everything, then was planning on removing the "Zoho" category in Outlook for selected contacts.
day of the week by Formula?
Hi, How can I display in a new formula field the day of the week. The date is in the field ${Leads.Event Date}. Thanks !!
Introduction email template
Hi, I would like to use a template to introduce a colleague to my customers (meaning, CCing this one colleague on the mass email I'd like to send to some of my customers). Could this be done? How? Thanks
Field permission restriction not being respected
I have a Large Multi-line field called "Notes" with permission set only to "Administrator" but CRM is not respecting that permission setting. A user with only "Employee"-level permissions is able to see the field.
How to manage product variations - size, colour etc
Looking for some advice, I sell shoes and fashion items. Mainly wholesale. Typical scenario for an order: Desert Boot - Black - size 7, size 8, size 9 - 2 pairs each Desert Boot - Pink - size 8, size 9 - 5 pairs each Desert Boot - Red - size 4 - 10 pairs I only have one product (Desert Boot) but there are 3 different colors, and sizes from 4 to 12, so that's a lot of variations. How do I enter this into Zoho CRM? Do I enter every single possibility of every single product combination into my products
Function to forbid edit when stage is win
Hello everyone , I was wondering is there exists any kind of function that I will assign to a workflow later that says: When "STAGE" has passed to "WIN" then some users (those chosen by me) can no longer edit DEALS ? Thanks by advance, Regards,
Need default HTML for the "Quotes" Template.
Modified it without paying attention - need to see the default HTML again. :( Need default HTML for the "Quotes" Template. Thanks!
Salesforce Migration to Zoho CRM - Problem with the file format of the invoices.
We are currently in the process of migrating from Salesforce to Zoho. All data from Salesforce to Zoho was not the problem. The problem is the bills. Salesforce has a kind of EPS format. But Zoho can not do anything with this format. Now the question: Does anyone have a solution for importing invoices from Salesforce customers into Zoho CRM so that they can be viewed and printed or sent via email? Attached are some samples of the Salesforce files.
Community Digest - December 2018
Product announcements On Zoho CRM and Zoho Desk enabling improved customer experiences in the insurance industry. Zoho Community Meetups The offline Zoho Community wrapped up hundreds of meetups across several countries last year. We're excited to announce the first quarter of 2019's user meetups. Zoho CRM meetups across the US. Zoho CRM meetups in APAC. Zoho CRM meetups in UK. PartnerSpeak corner Take a look at Jason's custom function for the tracking of UTM campaign information
CRM : Modify contact note date?
I just imported my list of contacts in Zoho CRM. I would like to add notes in those contacts in order to keep a track of differents events about them (where I met them, on wich projet, what did we said,...). So I'm gonna add notes to each of those contacts. But these notes allways have today's time. How could I modify this time (inorder to move it in the past, when the corresponding event happened)? Thks Fabrice
Activating Workflows
I've created a number of workflow rules to send an email based on a custom field date. However, while the workflows are active, no emails are being sent. What am I doing wrong?
"Sorry, you have reached the maximum limit for this action in your current edition."
Hi, I get the above message when trying to log a new call. I understand that I have to upgrade our Zoho account to be able to log more calls, but where can I see what plan we are currently on? Thank you, Mary-Katharine
How to get an email notification when a lead is submitted?
We have a lead form but don't get any email notifications when a lead actually comes through. How do we set this up? Ideally, we'd like multiple users/emails to receive the notification.
How to restrict visibility of related list "Notes" for a Deal?
I need to restrict (by Profile) who can see the "Related List" "Notes" for Deal. How can i accomplish this?
copy templates to additional modules, like leads to contacts
How can you clone a template and save it in another module? For example, we have templates in Leads which we want to use for contacts as well, and I see no way to make them available to more than one module.
Emails being sent from Zoho are being automatically sent twice.
Emails being sent from Zoho are being automatically sent twice. How do I make this stop?
Lead v Deal
We want to add information about property owners – our leads. We also want to add information about their properties into the CRM. However, as far as we can tell, we can’t add detailed information about the properties without creating a “deal” to reflect the property information. The problem is, the property is not yet a deal opportunity because we haven’t engaged with the property owner. Does anyone have any ideas or tips? Let me know if you need further clarification. Thank you!
Asigning field permission to a role or user
Hi, is it possible asign field permissions to an user or a role. I know that I can do it for a profile. Thank you
Zoho says active user is deactivated
One of our users can't log in to Zoho. It insists his account is deactivated. But when I look at the Users list, he's listed under Active users and the only option when clicking on him is to Deactivate him. I have tried deactivating and then reactivating, and he still gets the same error. I have triple-checked the email address. Does anyone know what might be the problem?
How can I print an acccount pofile with only the information I want on it
I want to create a printed view of account details. IE: Company name, address details, contact details associated with that company and some additonal custom fields I have added to the profile itself. How do I do this? I want to be able to click something to generate such a thing to print one by one as needed.
Configuring custom IMAP Account in ZOHO CRM
Hello All, my company changed the provider and email-servers. Now I have to edit my Email-Account in Zoho CRM. I worked with a POP-Account and an organizational Email-Adress (...@company.de). Now I have to switch to an custom IMAP-Account. Unfortunately I can not configure IMAP, just POP-Settings. In Zoho Help I found this topic: https://www.zoho.com/crm/help/zoho-mail/configure-imap-account.html#Setup_Custom I checked the required Availabilities (Edition Professional, Administrator Profile). When
How to configure "email integration"?
Hi everyone, I would like to use the "email integration" but I cant find where to configure it: I go to the parameters menu. I select "channel>email" The a page opens with three tabs: -Emails insights -Organization emails -Email authentification But nothing to configure pop3 or imap (as it's mentioned in the trainig video) Where to find that please? Best regards Fabrice - (Standard subscription) Win 10 64bits Google Chrome 71.0.3578.98
WebSite Visitor Data Providers and Zoho
Hello- Happy New year! Anyone using a Website visitor data provider such as Visual Visitor or KickFire? If so, what do you think and have you integrated with Zoho in anyway and any overall recommendations. Thanks!
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