convert contact to vendor
Is there a pssibilty to: a. convert a contact to a vendor b. keep the vendor sync with google contacts or if above is not possible does my vendor list stay sync with my google contacts ? thank you
How to autopopulate Clients information in other modules?
For example, if I do a lookup field, am I able to have it autopopulate their number and email. Is there a training video pertaining to this?
webform replyto field
I have a webform -> lead form on my website. When someone submits the form it sends me an email with the info using a template. The email comes from notifications@zohocrm.com and not from the person's email address collected in the form. I'd like to reply to the email directly. This can be done if the email template includes a replyto field with their email address. How do I populate the replyto field? thanks Everend
Is it possible to bulk delete Accounts without deleting the associated Contacts and Deals?
I have quite a few accounts in my CRM that got created incorrectly. But they have valid contacts and deals associated to them. When I delete the Account it's deleting the Contacts and Deals too. What is the most efficient way to remove these Accounts without it affecting anything else?
Zoho Sign documents into CRM
I have a mail merge that is a contract - I open the contact, create the contract via mailmarge, and then send the contract for signature via ZOHO Sign - all fairly easy. However once this has been signed it does not go into CRM as an attachment - why is this? Can this be done?
Insufficient Privileges to perform this operation. Contact your Administrator.
I am inside ZOHO CRM (Setup>Organization Settings) and when I make a change to update this information, I get the message: Insufficient Privileges to perform this operation. Contact your Administrator. I am the Administator/CEO inside ZOHO. The only thing I have done so far is to delete the "Accounts" module because I am B2C, not just B2B.
When I "Quick Create" a Deal from Quote view, how do I associate it with Account AND Contact?
When I am creating a new deal from a quote, I use "Quick Create" to make a "New Deal". It requires that I assign an Account Name to the Deal. We need to assign an Account AND a Contact to each quote. So after I create the Deal, I then click out of the quote, find the deal, edit the deal, and then assign a Contact. Is there an easier way to do this? Can we add "Contact Name" to the "Quick Create: Deal" from within the quote?
Mass delete
I need to mass delete all my accounts (and related contacts) from an old import some 9 months ago. I see 5x100 possibility, but that takes a long time to do 60.000. Is there a quicker solution ? When I have an empty database I will re-import my accounts/contacts with many many new fresh name.. William.
Data Encryption
Who has turned on Data Encryption on ZCRM? What are your thoughts on how this has been implemented?
Attachments Migration
each backuped document contains an unique number combine with the original name, showing as follow: 0atbh2847cc7cf5fa4d7dab0c05996d99999_feedback1.jpg 0atbhe70d50189ae5412186f546ee8099999_Term2.PDF My question is that am i able to use those numbers to match to the corresponding module? In other words, the module those documents belong to. Or is there other ways to match the module? Thanks John.
Adding Carriage onto Quotes/ Invoices
Hello, is there any way to add carriage/ shipping onto quotes at the bottom rather than having to add it as a product?
Is it possible to recover lost fields?
Good afternoon Everyone, The company I work for has been using Zoho's CRM recently. We are trying to decide if it’s the right program for us. We had entered all our records and date in the system with many custom fields that fit our business. We were under the free trial up until the other day when it expired. When we looked at our accounts all our custom made fields were gone. We are thinking about paying for the standard edition to be able to use those custom fields again, along with the other
Account management
Hello, I am trying to join my company's CRM group, which is subsrcribed to a payware version of ZOHO CRM. I previously created by own CRM "company" as a free account, but managed meanwhile to delete myself out of it. Our ZOHO admin does not manage to add me in to CRM; he is getting the message that I already have an account, though this is not true any more for CRM. Please help me, thank you!
Bounced emails
Our previous regular use of this report function worked, alas, no longer! My searches now show no returns at all, this cannot be correct, is there a system glitch you are aware of at Zoho or other users? Our outgoing campaigns are now at a halt, please help, thanks
Search by tag with contains
Integration of the campaign module allow me to tag open and clicked emails. I want to add those to a search. There is no contains option and I have to select each individual instance of the "tag". It unfortunately also operates as a "AND".
App timing problems
Our CRM iPhone app and desktop have decided to come out of sync . Event times are an hour out. We have reset all of the time zones.. we reinstalled the iPhone app and had problems. Now we cannot change views. For example in contacts the only view is date. We change it but it does not stick?
Single Email v Mass Email configuration.
When sending mass emails I get a considerable number of "Bounce backs" possibly through using Office 365 advanced filters. Sending a single email is OK as the smtp.mailfrom and header.from fields match as below: smtp.mailfrom=qgbiz.co.uk; companyname.co.uk; dkim=pass (signature was verified) header.d=qgbiz.onmicrosoft.com;companyname.co.uk; dmarc=bestguesspass action=none header.from=qgbiz.co.uk;compauth=pass reason=109 When sending a mass mail the smtp.mailfrom and the header.from details do not
Gmail IMAP integration
I'm new to Zoho CRM and learning. I'm on the free CRM version. I'm trying to configure the IMAP function to integrate my gmail account. I'm following the procedures in the knowledge base, but I can't get to the Email Settings page. The Chanels/Email window only has "Organization Email Addresses" menu. Is the IMAP integration still available on the free tier ? How do I get to it? Thanks!
Quotes in CRM are misaligned
Hi Zoho, I've recently been having an issue when I go to print quotes for my business in CRM. The page margins seem to be "squeezing" my text, rather than keeping it in alignment. This is occurring in Portrait layout, and is not an issue for Landscape, but it does occur using all margin types. This does not appear to be an issue with my printer, as I do not experience this when printing any other type of document (.docx, pdf, html, etc). I'm at a loss, so any help would be appreciated.
Mass Update Task Status not working
Dear all, I need to mass update the task status of a few thousand activities to "Completed". Two problems occur that I hope you can help me with. 1. Only 100 Records a time can be selected for mass update 2. Even after mass update the activity status to "Completed" the task seems completed but still shows no "Closed Time". Now the tasks are still visible as Open, even though the status is completed.... Please help me on what I need to change to make sure that a Closed Time is set. Best, Joachim
Importing data to Accounts
I made sure that I am mapping Main Contact from the .csv file to Main Contact field in the Accounts Module. I have attempted 3 times but always failing to import. Error message: Could not find a matching parent record for this lookup field. - Main Contact I hope you can help me.
Subforms in a webform?
Hello, I am trying to create a webform that can be used for my own quoting purposes. I created a custom module for this, in the module is has all the details I would like in the form, but in the module I created a subform section for details of each item that I will be providing a quote on. Example of one subform: (in Crm module) ITEM 1 | ITEM 1 COLOUR | ITEM 1 NOTES I would like to be able to have ITEM1 options in the webform that will link to these in the module. However, I am unable to add
Customer Portal?
So where is the setup for this feature? Or is this another waiting period?
Associating a Quote to an Deal when importing from SalesForce
From what i understand you can not import actual quote data from SalesForce. If we create the quote in Zoho CRM is there an automated way to assign this quote to the deal? Also one of our imports when doing data migration testing included Quote lines in the imported opp so the quote number, name, expiration date, discount percentage, grand total, and total would show. After deleting and importing again we have not been able to import this information again. Is there something i'm missing when importing
Provide potential customers/leads opportunity to fill in all contact-info directly into my CRM?
I have several eager potential clients wanting to register for an upcoming course. They want to be kept updated on information. I currently ask them to provide full contact-information (by email) that I will then manually fill into my CRM system. There must be an easier way! Is there a form or some kind of link/portal through ZOHO-CRM I could send these potential clients in which they could fill in all the information themselves directly (and as I have tailered it for this upcoming course) into my
Character encoding problem in CRM
I have problems with special characters when exporting CRM data and opening in Excel, needs to be UTF- 8 but can't find where to set charset encoding. Can anyone please help?
Create Record of all New Bookings from Appointlet
Here is the challenge. A university is using Zoho CRM and Appointlet. They need to keep a record in Zoho CRM anytime a contact books a meeting with them through Appointlet. Their Appointlet is synced to their Google Apps business email account (and also Goto Meeting to create the online conference link). There is a requirement that a record be kept of every appointment booking from Appointlet for audit purposes. It could be a note of any entry to a file somewhere (ideally in Zoho) but only for audit
Passing Custom Variables from CRM to Reports Dashboard
Hi, I figured out how to create the link I need to have a dashboard filter by criteria: https://reports.zoho.com/open-view/1351413000000412385/db66e4f5f7523b8f7ddf13de63163892?ZOHO_CRITERIA="Organizations_Name"='${Organizations.Organizations Name}' If I create and paste the link into a browser it works: https://reports.zoho.com/open-view/1351413000000412385/db66e4f5f7523b8f7ddf13de63163892?ZOHO_CRITERIA="Organizations%20Name"='A%20Kidz%20Dental%20Zone%20of%20Hood%20River' I'm trying to have this
Product (sub-)categories and analysis over selections of those (sub-)categories
Hello everybody, I have been testing Zoho for the past days and I have the following question. My company is thinking about moving from another CRM platform to Zoho. One function it absolutely has to be able to perform is the analysis of sales( and also very important, customers who haven't had a certain order(again, selecting over various sub-categories of product categories) over a certain time span) and give us the data out in e.g. a weekly report. We would also like to be able to do a general
Validation rule Issue
Hi Team, Actually I'm writing a validation rule for opportunity stages not to move backwards. In order to implement the validation rule i have written my formula condition which consists of "Case" statement involved in the rule. So while writing the Validation rule on the Status field of the Deal object I'm not able to figure out the feasibility for Writing the Case Statement. Please help me on this issue. Please address the issue as soon as possible as it is a customer requirement.. Thanks Pavan
sales orders
i want to know how do i create report that will show on my home page with all the open orders of 2018. and filter by sales rep.
Disable or edit permissions for events
I want to restrict users from being able to access the new events button? Basically, not allow a user to add a new event. Is this possible?
Webhook
I want to send info to a webhook of google chat (new product of google) Could you help me with steps to make this? Thanks
Importing Quotes from Sales Froce
Can you import quote data from Sales Force when doing a migration? If yes, what's the process.
Lead Assignment Automation
Hello, I am looking for a way to assign out records that already exist within Zoho to my reps. What I currently have setup is after we send out an email campaign and someone interacts with the email I manually assign it to one of my reps on the floor which can be time consuming based on how many people interact with the email (generally more focused on clicks). I thought I would be able to automate this process with the round robin assignment that is native to zoho but that is only for record imports
Importing interest survey data into CRM
Hi there, I want to create a very simple product survey and find a way to automate the data gathered from each survey into our CRM database. Does anyone have any tips on execution or what I could use to do this? Was thinking of creating some sort of google doc or excel sheet. 1. Create a product survey with a variable where the survey taker will enter in their name (name is required). Each question is a simple "Are you interested in this Product X?" Yes or No 2. Once the survey is complete, it will
Formula assistance for checkbox
I have a Date field that is pre-loaded. I have two other date fields that must be updated within 7 days of the pre-loaded date field. If this does not happen, I need the checkbox field to be updated to true any help is appreciated
How to add fields (or custom fields) to upload images to Zoho CRM
Hello, I am testing Zoho CRM to see how it fits our business processes and one essencial step is to gather documents images in companies and deals modules. I could find ways to design blueprint and automate the sales pipeline process but I couldn't figure ut how to allow users to upload the images during the required deal stages. Is it possible? Regards
I want to approve any customer account changes
Hello, If a customer requests an address (billing / postal) I would like to implement a new workflow process. Customer Address Change Workflow * Receive updated customer address from customer * We receive updated utility bill / certificate to confirm (new address validation) * Someone then approves the changes, which then get applied. * Creates a task to then update various other systems. If this feasible? Thanks
SalesInbox - Error sending Emails
Hello, I am not able to send mails from my SalesInbox anymore. On Thursday it still worked and on Friday I started having problems since then. That is the message I get: Leider können wir Ihre Anfrage nicht bearbeiten. Bitte versuchen Sie es später noch einmal. Wenn Sie Unterstützung benötigen, wenden Sie sich bitte unter support@zohocrm.com an uns. Please help! I need to send mails! Thanks! eT
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