Enhancements in Zoho Finance Suite Integration with Zoho CRM
The Zoho Finance Suite for Zoho CRM just got better with these latest enhancements! Generate Zoho Expense Reports in the Sales Context Zoho Expense reports for Zoho CRM give you great insight into your sales related expenses. Consider the example of a sales rep who travels to meet a prospect and close a deal. This incurs travel and boarding expenses - so the actual profit is the deal amount minus the expenses incurred to close the deal. To know if what you are spending is really worth it, you
Auto complete telephone in contact
Hi, When I create a new contact in a company, it automatically complete the adress information fields (city, adress, country,...). I also would like to automatically complete other fields like fax or telephone. Is there a way ? Thanks
Analyst revenue tracking
We would like to track the time each analyst takes to perform a task and how much of the revenue each spent on the task. This is easy to track by task, however, how would we chart this for an over-all revenue, by person, by an allotted time. (i.e. - monthly, quarterly, annually?) Is this even possible or would a LIM system be better?
Get Zia out of my browser window
Why is there no option to remove this useless blinking light from my zohocrm session? Super annoying.
Enabling 2 buttons to be selected sequentially
Is it possible to force a user to select 2 buttons in sequence? One before the other If so, can we add a hover msg., for the second button stating click the first button to continue?
Is it possible to use zoho crm Web Forms with div tag insted of table
I am Integrating zoho crm with wordpress.
Price from products not importing to Sales Order
When I add products to a Sales Order the price is not importing from the associated product.
Twitter Social Settings
Hello, I am unable to connect my Twitter account in the Social module. It keeps disappearing. Facebook & Google+ are connected. Cheers, Rudy
How to keep the account name when converting leads to deals?
My leads come from accounts which i chose from a look up field. When i convert a lead to contact and create a deal, the deal account lookup field doesn't get filled and lead conversion mapping doesn't allow me to select account on either form to map them. Can anyone help? What am i doing wrong?
complex criteria in workflow automation
I need to set workflow automation such as owners of all opportunities in which lead score is A or B and stage is no response for either 3 or 6 or 12 or 18 or 24 or 30 days should get tasks to call/FUP the client. Here's screenshot of how I organized criteria pattern https://prnt.sc/fdd5vh Is it correct?
how we can integrate zoho crm with getresponse?
I did according to standard integration available; http://connect.getresponse.com/integration/zoho-integration After adding a new contact, it has nowhere to be displayed. what could be the problem?
Error when importing deals
Hi, am new to Zoho and in the middle of trying it out. I am trying to import deals from a xlsx file (tried csv as well with same results) and everything works fine except for the Amount field. For no reason that I can understand in some rows the Amount field is not populated even if the value is there in the xlsx file. In fact, out of 400 rows only a few dozen import correctly while in the rest it is blank. what am I doing wrong? I checked for weird characters and all seems to be ok. I tried to
How to eliminate suscriptions?
hi, I want to eliminate 3 suscriptions/users of the CRM but i cant find where i have to do it.
Look up fields to link modules
Team, I have created lots of modules addressing each part of our construction process. I want each modules to look up different fields from my main Opportunity module. I'm limited to 5 look up fields. I want more or an alternative to how Im setting up my process. Audrey
Auto Number field behavior upon import
Will my Auto-Number field on the Leads layout generate numbers on an import? Or just on Create or Edit from within the CRM?
Zoho Sheets
I currently have an excel document I would like to use with a lead. Information from a custom field automatically populate into an excel spreadsheet. For now, I have set up a Google Sheets URL link to the spreadsheet and the CRM user will have to go back and forth putting information into the spreadsheet. Is there a way to use Zoho Docs / Sheets to have it get information from a lead and put into a spreadsheet? If so, how do you do that? Thanks in advance. AL
How to create 20 users without sending them an invite
I don't want the new users to use the CRM yet. I have a lot of data to import and customization to do. How do I set up the users so that I can finish Territory and Assignment rules but not have them log on until I go "live"?
Multivalue Lookup
We would like to use Zoho as our application backend, but I'm pretty much starting from scratch here. What I'd like to do is to setup a multivalue lookup field from one custom module to another. So, say, student takes many courses. When creating a student I'd like to specify which courses he is associated with through a lookup. What's the cleanest way to do that within ZohoCRM?
Is there an add-emails feature, like Bcc Dropbox feature, without having to send an email to a contact?
We're new to Zoho, so maybe we just need training? Bcc Dropbox is great, but I can't find any way to add an incoming email to a contact record without responding to the incoming email and Bccing. It's frustrating not being able to go back in time and add important emails to our contact records. No offense, but SalesForce has an "Add Email" button, so where's your button? Help!
Allow users to see eachother Leads but dont allow them to send Emails to them
Hi I have an issue with one of my users. We allow everyone to see each other's Leads/Contacts etc. And they can also see their emails sent from Zoho. Is there a way to NOT ALLOW them to send either Individual nor Mass emails to other people leads. this has happened by mistake several times and the leads get confused. I want everyone to keep seeing other people leads, but to stop them from sending emails to them.
Unable to remove secondary email address, but, I'm the Super Admin. Why isn't it working?
I have tried so many ways and times to remove the secondary email account on my user account. I keep getting a message to contact the adminstrator, even though I am the Super Admin. How can I resolve?
automatic report having only 2000 row even in csv
Hi, When I run a planned report, I obtain a csv with only 2000 rows. however, when I run it on the portal, I obtain all the 3800 lines in the csv. Why is there a difference between the two? It should be the same number of lines right? Would it be another way to achieve this and have all my lines on a report? Thanks, Stanislas
Delete all leads
I have 7,000 leads that I need to delete. I don't have time to do this 100 at a time. How do I delete them all at once?
Some questions
Hi All, 1.If you want to move CRM one user to other user ? Is it possible ? How it is possible ? EX: Lets we have created CRM on paresh@capitalvia.com account and want to move to vinod@capitalvia.com , in short we want to download/export setup from one account and import to other account 2.Any staging environment are there in zoho CRM Ex: let say we are creating ERP with 3 modules and we are deploying one by one First we have created first module and deployed on live environment , now let say from
Zoho CRM: Automate the conversion of leads to deals
Hello, I would like to build an automation in Zoho CRM that would automatically create a DEALS once a LEADS is created. Could you guide me through the process? Thanks a lot, Dan
Show Account in activities ?
Hi We have many activities to do, and it would be very interesting to see quickly which account is linked to any activity How can we add the "account" information in the tabs ? Tx a lot for your help :)
Recommendations for tracking prospects
Hi Folks: I'll admit upfront that I'm a CRM amateur, so perhaps this question has a real obvious answer. Basically, I'm wondering what's the best way to keep track of leads. Example: I have a conversation with a prospect, and I want to follow up with them two months down the road. I'd like to insert a tickler in their record so, two months later, I get some kind of reminder to contact them again. Or at least so I can find them again. I see there's a Follow Up field, and I tried testing it but it
Posts Approval
Why do all my posts need to be approved?
I need to track leads by company and I have multiple contacts for those companies
how do I keep track of the leads by company, not individual contacts? thanks, Robert
Duplicate related list name found.
Hi, why this is a problem for you? I can not understand No tables are allowed no multiple select from look up field is allowed Now, why I can not create multiple look up fields to select from same list?? How can I get around of that??
Updating a pick list
We use pick lists to categorise both accounts and contacts. We need to be able to remove or add some categories which we have done previously by mass updating, however we note that this removes the original pick list fields from an account or contact and replaces it with those chosen in the mass update. Is there anyway of adding/removing categories from the original pick list so that just those removed/added change.
report on deleted event
Hi, Is it possible to create a report on all the deleted event on a month? I am extracting the reports each month and I would like to have also the event being deleted. I have the event being modified as I retrieve the EVENTID, but I would like to know if there has been event deleted as well. Thanks, Stanislas
When using email templates, how do you change the "to: " field?
Hi, I've created an email template called "Blah", which fits under the 'Contacts' module. When I go to the Accounts tab, and click on the account "Green", I scroll down and "+ Send Email" A new email pops up, and I open the the template "Blah". The template has the "to: " field populated as the email address on the account. How do I change it such that when I open the template "Blah", it populates a different email address "internal@company.com"? Thanks Matthew
Conditional Auto Number
Dear Sir, Madam, I would like to create a conditional autonumber in the sales order module. This number should only go up in case the order is placed in Chile. Is that possible and how could I do this? Best regards, Marco
Existing User, own CRM?
Hi Guys, got Users within Connect. Is it possible, that user can have an own CRM with the same E-Mail Address, or will it need to be a complete separate Account with another E-Mail then? regards, Marco
HTML window within CRM
Hi, I have the professional version of the Zoho CRM and want to have a tab or App for displaying some external data. Under our Accounts section I want to be able to display an iFrame that would authenticate and go to a 3rd party website where it would display within the iFrame a picture of a floorplan for the customer's location and all employees and assets as they are mapped. I'm trying to find out if Zoho's CRM or Creator would have that ability. Even if it were a new tab where all it has is an
Custom fields populating Accounts but not Contacts
Is there a way to create a custom field at the Account level that when I populate with a value, also populates the same field for Contacts associated with the Account?
Creating an Account ID for accounts imported from MSExcel
When importing new contacts into Zoho from MS Excel, Account ID is a mandatory field. What are the requirements for creating an Account ID for the new accounts to be imported?
New Features for a Better Customer-Focused Company
The relationship between a customer and a business is an important one. Customer satisfaction is the key to the selling process. Being a customer-focused company, one definitely needs the right tools that aid in gaining customer intelligence, giving topmost priority to customers and in achieving great collaboration within the organization. With the aim to move forward in this direction, we have introduced quite a few exciting new features in Zoho CRM that will definitely help you be a better customer-focused
Multiple businesses in CRM
Hi team, I was wondering how I would go about setting up a second business within one ZOHO CRM account. Or would I need to create a second ZOHO CRM account? Thank you.
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