How to Lock List Price in Quoting Module
Hi, I'd like to know if there's a way to lock the List Price in the Quoting module. My team members can adjust their quotes by using discounts and are not supposed to touch the List Price. So far, I haven't found a way to remove that permission from them.
Im at a lost!! Can someone help me find a solution to export and re-import data to custom module
I have trying to find a way to export from task, manipulate the data in excel and re-import in a custom module. Just using importing tool is not reliable since I might have contacts with the same name in the database.(can't import with Contact ID) The migration tool can't be used with out the original zoho Contact ID related field ID. unless you to re-import all parent data first. this way I will lose auto number fields in some parent module that we use. I tried asking Zoho Support they seem
How can i migrate from Zoho CRM to CloudYogi CRM ?
I am using Zoho CRM software and I am planning to purchase CloudYogi CRM software for my day to day business use. Please help me to my migrate from Zoho CRM to CloudYogi CRM ?
How to track "Support services" (as a product)?
Hello Zohoers, I am seeking for some guidance in my situation. We are a software company and we charge additional cost for "Support Services" for our software product. My goal is to track status of "Support fee" that is paid annually. Our customers are in different fee cycles (based on when we signed the contract) and we need to automate the fee collection tracking. So for instance, a date of pre-paid "Support Service" is approaching the end and we wish to be notified by Zoho that we need to contact
Not able to migrate attachments
I am attempting to migrate attachments. I have imported an initial batch of test leads, which went fine. Then went to migrate the attachments for those leads. I am using the Lead ID from my export report as the Parent ID for my attachments... i.e. zcrm_2011028000000104001 I use this ID as the parent ID in the csv file, but I get this error message. "Could not find a matching parent record for this look up field - Parent ID" Please help.
Highrise to Zoho CRM migration data
I did the migration data from Highrise CRM to Zoho CRM just now and I notice that the notes are all created by me (that I am the user that made the migration), but this is not correct. There is a way to replace my user with the correct one? I had follow the step write down here https://www.zoho.com/crm/help/migrate-data-from-other-crm.html#Migrate_Api to migrate data, but my issue is still there. There is a way to map my migration from Highrise? What I did wrong?
Duplicate Unique Field Check between Leads and Accounts Module
Hello, i have an issue with the Duplicate check with my leads (upon my uniqe field). i would like to not be allowed to add a new lead that exists in my accounts. the only solution that i found is for leads that have been converted, unfortunately i have a lot of accounts that were never leads in the crm therfore it does not reconize them. please help my with this issue ASAP. thank you, Neil
CRM: import specific contact fields from MS Outlook?
Is there a way to map the incoming fields from MS Outlook to Zoho CRM? I can't find a way to synch the "Suffix" field and it seems like such a basic need - to be able to choose what fields are imported and to where. Is this possible? If not - please add this as the integration seems a bit "light" without the abliy to include information like a cell phone number etc... Thanks, -Ben
Data import stuck at "Uploading Import file..."
I have uploaded one file this morning with no problem. However, now I am trying to upload a second set of leads. The file in Excel97, with only 1000 records. After browsing to find the target file, I click next. At this point, the process goes to "Uploading Import file..." with a progress bar that does not advance. I receive the same results in IE and Firefox. Although I am running the free edition, the notes say I am limited to 1500 records per batch. I assume a batch as being a single import,
Deluge transaction rollback or commit
Hi, is there a way to have a transaction with rollback/commit into a deluge script? I must make some changes in more than one module (more than one record in each module) and I'd like to group the instructions into a transaction so that if something goes wrong I can revert back to the original state (if everything is fine I can commit).
How to make a link to a zoho deal in a zoho template
I have created a template that sends an email to salesperson when a deal hits a certain stage. Here is what it looks like below, and the corresponding email the salesperson gets. However, instead of it having just the deal name, I would like the deal name to be an actual link to the deal itself, so all the salesperson has to do is click on the deal name and it will take them to the actual deal name. Currently they have to go deals and look up that deal. So ${Deals.Deal Name} is the link to the deal.
Improve Tag Mapping from other CRM's
You should be able to import individual tags from other CRM's into the tag section of Zoho CRM instead of having to create a multi-select field and adding them there.
So Question didn't work. Node.js question
I can connect, search and retrieve contacts and accounts with node no problem. So...... 1: What method should I use to update an account 2: What should be in the input? 3: What's the difference between post and put? 4: If this is in the documentation can you please point it out? Thanks Sample code: var input ={}; input.module = "accounts"; var data={} data.description="A Record"; sdata='{"module":"accounts","data":[{"Description":"Egham"}]}' //input.data=data; var id=2465364000000159031;
Mass emails going to junk folder but individual emails go to inbox?
I'm testing out Zoho and whenever i try and send a mass email the messages immediately go to the junk/spam folder and do not show that they are being sent from my outlook account. However, when i send an individual email it shows as sent in my outlook and is delivered to the inbox with no problem. I've talked to support several times and looked at the forums and everyone is talking about the mass email issue and i know support keeps recommending SPF adjustments that haven't solved the issue. My
How to add a field within subform to count the records then transfer to field within the module
I have records in the subform I need to count the roll that count to a field in the module
Using Created By field to return a Quarter and a Year
All, I'd like to use the automatically generated Created date to return a Qtr/Year in a formula. For example, when I create a new record on October 30th would equal Q4-2018 in the resulting field. Any guidance on how to complete this?
Deal Info Transferred Back to Linked Contact Following Deal Completion
Hello! I have a real estate brokerage and we find the property for our contacts/clients (I.e. Buyers brokers). This means our leads are received and entered with very little information—phone, email and name typically. Lead comes in, qualify, convert to a contact and simultaneously create a deal. Then, we take them through the sales process and hopefully find them an apartment. If we do, we record the deal information (e.g. address, monthly rent, commission etc.) for that particular deal. The problem
Change title of Probability OR create alternative Field
Hi. We are a Real Estate company. We would like to alter the Probability field to use for a different purpose OR to create another field called "Commission %" for that purpose. The function of Probability does give you the calculation for an "Expected Revenue". However, this doesn't make sense to us unless it was either titled "Commission %" or we can create a field with this name for the same purposes. Is this possible? How can I make this?
Zoho CRM contact self service Form
Just starting out, this may be a basic question, but I think I am missing something. On Zoho Sites, I have a member portal, which they can login, with basic email info. Once in, I want a Customer Profile form, which enters the info into CRM. How would I go about creating a form, such that when they log back in the second time, the Form is populated with their CRM contact data, that they can then update? i.e. How do I link a Site's login to a CRM contact? Second related question. I have a second module,
CRM usage limits button, links, custom fields
Hi, I think it would be nice to have in the module summary the usage together with the limit like you do for the custom fields where, see attached picture, you say Custom - 11 out of 305. Why don't you do the same for buttons, links and so on?
How to remove duplicate accounts?
How to remove duplicate accounts? Scenario - I am encountering problems with the accounts module. I have got the list of accounts lets to say 100 in accounts module I'm able to see the count as 100 but while creating the report it shows the count as 115. After extracting the report it shows 15 as duplicates. Can anybody help me out with removing these duplicates and why does this problem occur? Regards, Sajjad
Zoho CRM Community Meetups in UAE - Nov '18
Hello, Are you making the best use of your CRM? Do you think getting to meet and learn from other Zoho users in your city would help you out? We’re happy to announce the launch of Zoho User Groups in Dubai and Abu Dhabi. This November, these groups bring together local Zoho users, Zoho product experts, and partners under one roof. Join us as we discuss some key CRM features, tips, and tricks. We’ll also set aside some time for an open Q&A session to address other questions and concerns. Topics:
Dashboard visible to everyone
Hi community. I've recently created a dashboard - aimed at senior leadership. As such, I made the visibility just to the leadership team, adding them individually, user by user (not by roles). I have then got complaints from the sales team - clearly, EVERYONE had visibility. After doing a spot-check, I found out that every credential had visibility to the limited visibility dashboard. For precaution, I then changed it to "only me" and it turns out, this still makes it visible by everyone else. Has
Zoho CRM - Sharing Data
HI please can you assist i have signed up for the free CRM just testing it, im struggling to share data with a colleague of mine and when i use the steps in the documents i dont have any tab which allows me to share data.
Merge Record Owner Fields?
Hello, I'm new to Zoho and I'm actually currently doing research before recommending my company moves their CRM to Zoho. I was just wondering if there is a way when using merge fields to take information other than just name from a record owner's information? For example; Dear ${Contacts.First name}, [letter body] Your sales rep is: ${Contacnts.Contact Owner} you can contact them via email ${Contact Owner.Email} or Phone ${Contact Owner.Mobile} I can't see any way to do this at present, would there
Changing Date Field
I have dates entered in my Deals module but when I add them to a Template I would like the date to read : Month day, year. (September 7, 2018) not 9/7/18. Is there a way to format that? Thanks
ZSC key employee's menu
Hello I created my employee's account on Zoho CRM. In his role, I enabled CRM API> Zoho CRM API Access When I log in to my employee account, in Settings> Developer Space> API, I do not have the top 3 menus: CRM / ZSC Key / PhoneBridge API So I can not access the ZSC Key from my account to create a sync account in Zoho Camapign. How to do ?
Zoho CRM Community Meetups in France- Nov '18
Hello, Are you making the best use of your CRM? Do you think getting to meet and learn from other Zoho users in your city would help you out? We’re happy to announce November's Zoho User meetups in Paris and Lyon. This November, these groups bring together local Zoho users, Zoho product experts, and partners under one roof. Join us as we discuss some key CRM features, tips, and tricks. We’ll also set aside some time for an open Q&A session to address other questions and concerns. Topics: Workflow
reporting member vs. non-reporting member
In Zoho CRM, what is a reporting member and a non-reporting member ? See this link : https://www.zoho.com/crm/help/security/reporting-hierarchy.html
Zoho CRM Community Meetups in South East Asia - Nov '18
Hi there, Are you making the best use of your CRM? Do you think getting to meet and learn from other Zoho users in your city would help you out? We’re happy to announce November's Zoho User meetups in Manila, Hong Kong, Ho Chi Minh City, Bangkok, Kuala Lampur and Singapore. This November, these groups bring together local Zoho users, Zoho product experts, and partners under one roof. Join us as we discuss some key CRM features, tips, and tricks. We’ll also set aside some time for an open Q&A session
How can I get backup verification codes?
I set up Google Authenticator as my MFA for Zoho CRM. I use it for other apps so don't need OneAuth. When setting it up, I forgot to save a backup of the verification codes. How can I do that? I am able to login as Google Authenticator works. But just in case I lose my phone, I need the backup codes. The documentation says: But I don't see that tab? Click on the Two Factor Authentication tab on your home screen, then click Manage Backup Verification Codes But I don't see that tab? Where should
Updating a Field in Contacts - multiple records
Hi I need to update the data in the Description Field across multiple Contacts (over 100) in Zoho CRM How do I do this as a mass update? (there are too many to do individually) I have tried exporting the contacts to Excel, updating, then importing back into Zoho CRM - but Zoho CRM will only let me add them as new Contacts - it won't let me tick the "Update Existing Contacts" option Could you please advise on how to do this? Thanks Ross
Emails from CRM going to Outlook prompt annoying message to recipient
Hi, I would like to send emails from Zoho CRM, but when the sent message is opened in Microsoft Outlook, this message appears, probably because of the tiny invisible image that has to be downloaded for the email tracking feature in CRM. Is there a way to keep the email tracking in CRM, but prevent this annoying message from appearing? Almost all my customers use Outlook, so I don't want this message to make me appear like a spammer. Thanks! Steven
Associating Vendor to Existing Product
Is there any way to associate a Vendor to an existing Product? We've just started using purchase orders at zoho but our product list is already populated
Default field in Lead
Creating leads. All from same country/city. Want to set default values for these fields. Not obvious how to do it (from Googling etc.). This seems pretty basic.
Email Sync between Campaign and CRM
Emails that are sent from Campaign, is it possible that they also get added into CRM contact communication.
Selecting more than 50 contacts at a time?
In Zoho CRM if I filter out a list from my contacts that totals say 1,000 records and I want to apply a tag to all of them, is it possible to select all of them at the same time instead of just the 50 at a time that shows up in the view.
Zoho CRM vs Salesforce
Compare the benefits or features of Zoho CRM compared to Salesforce. Is there a current video talking about the benefits of Zoho CRM vs Salesforce?
I'm trying to move the imported deal contact names to the Zoho Contact Name field which is a lookup
I tried to use Zoho Sheets, but the Contact Name column doesn't show up on the sheet even though it is in the view.
Out going emails not working...
Is anyone else having an issue with outgoing emails not working when sent through Zoho. I did a chat and they said it was a known issue on their end. Just curious if this is site wide or just several users?
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