Issue while accessing Zoho fields
Hello, I have developed a ROR application and connected it with Zoho to save the Leads. I have created several fields in Zoho whose screenshot is as follows: http://imageshack.com/i/poRMyXtPp http://imageshack.com/i/pmPrICPDp I am creating and updation the records using Zoho API in my application and I am able to save the data like name , email etc. But while saving the fields present in my second screenshot such as Monthly Electric Bill, Vehicle Fuel, Gas, Monthly Vehicle Fuel Bill etc, I am getting
Search Layout
Is there a way to change/customize the appearance of the search result screen? I would prefer to have the "contact" section first followed by the account.
AutoNumber issue
We send out mail and use the current CRM's contact ID (or as we call it an account number) and we ask them when calling in to let us know that number so we can look the up quicker. I was told that in Zoho, in order to keep an autonumbering capabilities while adding new leads, I would have to create a custom field. The LeadsID is not searchable in Zoho. I was testing importing leads and the autonumber custom field I created is not shown as choice when mapping my imported data. So am I doing something
same contact with links to two accounts
How can we enable two accounts to share a single contact? We want to keep the same email address/phone etc. currently, we don't allow duplicate email address's How have you see/handled this in the past? thanks
Rules & Actions - Enterprise Edition
We are using the Enterprise Edition of Zoho. We need to perform a custom set of action for a particular contact baed on the account they are associated with. We started down the path of using Rules but have found the limitation of the Enterprise edition supports only 20 rules. So based on our understanding of how Zoho works this would limit us to 20 accounts ( 20 custom rules ). Even if we upgrade, the next limitation is 50 which is still to limiting for us. Are you using rules incorrectly
Getting started with Carts - where do I begin?
We have. fully custom CMS, and at the moment we are posting to an external third party cart. We have looked at Shopify and others, but they don't give the customisation we want. So we are looking at keeping the whole system in-house. I am looking at using Stripe for payment, but they tell me I need a system like Zoho to manage the cart or the stock controls? How do we go about that? Looking for advice on where to start. We are using PHP.
Delete All Future Events button deletes only current event
I have created Event which repeats daily and never ends (!). Then I have tried to delete this and all future events. But only current event was deleting after pressing Delete All Future Events button. Please fix this issue with deleting all future events because it is messed up our system. Thank in advance.
Timeline and Upcoming Actions
Hi there How come the Timeline in an Account doesn't include any Open Activities? Even when it says "Upcoming Actions". Shouldn't Open Activities appear in Upcoming Actions? Thanks!
Why only 6 workflow rules?
why is it that I can only schedule 6 workflows based upon certain rules. Why can't I do much more? Is there a workaround?
Grant user access to different clients
Hi, I'm using Zoho CRM Enterprise Edition, I was wondering if it is possible to grant different users to different clients, so that not all the clients are viewable by all the users? Thank you
Descriptions
We have changed some of descriptions on our products but when we do the quote then print to PDF the old description is there even though when we check the product itself its what we changed it too. Beside the actual product do we need to change this elsewhere?
How do I edit/modify Stage History for a Potential?
Hi, There is an error in the Stage History for one of my Potentials and it is causing errors in my Reports and Dashboards. How do I edit Stage History to remove this error? Thanks! Jim
zoho mail and zoho CRM
I am using the free version with Zoho I seem to be missing the email correspondence part in the CRM part? so I can see the outgoing email from the CRM, but I can't see the correspondence. can someone offer help? Thanks
Limitation to different teams' members
Our company has more than2 teams which information of each team are not meant to accessable with members fm other team, may I know how to do this
No Adwords information ?
I think we have done all needed to make sure that we include Adword information on our Leads. We can see the GCLID code but the fields about the click type, add, etc. are not populated? Anything we are missing to make sure that the lead information from SalesIQ populates the associated Adword info?
Dropdown or lookup that populates 2 fields on deals module?
In the deals module want user to select the number of locations from a picklist or lookup and then have both the number of locations as well as the amount saved to 2 fields in the deals module. Could do this with a function, however the code gets long and it would be easier to just use the table. See sample below. Location: select location have value saved here and in price. Price: Locations Price 1 $240 2 $480 3 $720 4 $960 5 $1,200 6 $1,440 7 $1,680 8 $1,920 9 $2,160 10 $2,400 11 $2,616 12 $2,832
Tooltip on Deal Stages?
Is it possible to make a definition of each stage? and have it populate somewhere on the Deals module? possibly as a tooltip when you are viewing the pipeline? Here is some background: The stages which we have built need to be clearly defined and understood by the end user sales team. A definition for each stage, possibly as a tooltip, would really help them to keep their deals properly aligned with company goals.
Deals with multiple payments
I'm looking to use Zoho CRM to manage my local (non profit) pool club. Will definitely be using about 10% of Zoho's capabilities :) We let our members pay annual dues in either 1 lump sum or in 2 payments. Is there a way to handle that in Deals? I guess it would be something like a typical Services Deal where you agree to a possible total amount upon completion of all the work, but only pay out upon delivery of each phase of the services project. Can something like that be done in Zoho CRM?
Retrieving info lost when converting leads to contacts
I lost all the phone numbers when I converted leads to contacts as the field for phone number wasn't mapped. I've fixed it now but is there any way to retrieve the phone number for those already converted?
Question regarding sent emails
Good day. I have a problem that I can't find a solution to. As of right now, I am the newest employee to my team. A part of my job is to create a list of those that we haven't contacted in a while. when I dig through these leads, I scroll all of the way through and I find that this person has not been contacted in any manner. My co-worker, can see all of the emails anyone has sent to this particular person. I can't see any emailed leads whatsoever before 12/10/16. Basically I can't see any emails
How to avoid Lead Source is assigned "Chat" status
We are using the field Lead Source to identify where our customers originate from. And we do not want it to automatically be set to "Chat" when we are chatting with a customer that we have engaged with using e-mail Chat is just a next step. Is there a way to avoid that the Lead Source field is automatically assigned the value "Chat"?
Import Tasks and Associate / Relate
I am trying to input data from Salesforce. I successfully imported Accounts, Contacts and Deals. However, now I am in the process of trying to import Tasks. I have structured the CSV file so that each Tasks is associated with the Zoho Deal ID and Contact ID (I got these by exporting the data from Zoho). However, when I go to the Import function within Data Administration, there doesn't seem to be a corresponding field to map to. For example, Task ID is mandatory. What is Task ID If it is hasn't
Importing into Task Module / Nothing Imported into the Contact Name or Related to fields
I successfully imported account and contact records into the Account and Contact Modules. I then imported task records into the Task Module but nothing imported into the Contact Name field even though I had values in the csv file that matched the Contact Name field in the Contact Module. So now I have a bunch of Tasks that aren't connected to anything. I'm also wondering about the "Related to" field. Can I relate these to the Account records? I tried to import the Account Names just like the
How to clean/correct billing or mailing address to meet USPS postal standards
We need to export CRM Account data with mailing addresses for a report that we need to upload to a government agency (FCC). The gov't file upload tool rejects addresses that don't match US Postal Service standards, which is a large portion of our customer data. Is there a Addon or other automated way to "clean" our address fields to meet this USPS standard. Most of our CRM data is initially created via a webform by our customers, which is why we don't have a lot of control over quality (we don't
Email Alerts are blank
Hi there, I'm wondering if someone else is experiencing the same issue: my email alerts have started to be blank (no body copy, subject still there) for the last few hours while they were fine earlier. I've checked everything (different alerts, different emails etc..) and the problem persist. Anyone else? ps: note that I have reported this to Support
How can I log a new enquiry for an existing Account
I am looking at introducing the Zoho CRM system to our company and am trialling the Enterprise version. I like the way you can progress from a Lead to an Account. However, in our business its typical that an existing account will enquire about an additional service or product we offer and it is not considered a DEAL yet (ie enquiry about information not price). I'd like to log such enquiry in the CRM system under the ACCOUNT and on a regular basis run some analytics on the type of enquiries by date.
Quotes module needs ability to insert products or reorder product line items
The quote module needs a way to either add or delete any line item within the quote. The problem we have is that our quotes are very long with many items and very detailed descriptions and often we need a way to insert additional items into the quote.
Changing status from account to lead?
How do I change an account back to a lead?
Deals and Invoices
Hi I need some help understanding the relationship between deal, products and invoices. My sales cycle works like this 1> I open a deal/opportunity to sell a bunch of products 2> As soon as I finalize the products to sell in this deal I want to send an invoice to the customer 3> Every time the product is consumed/expires I want to create a new deal/sell products & create a new invoice My questions are the following 1> Can an invoice be generated automatically at a certain stage of the deal? 2> Can
Creating a contact
When creating a contact, after entering the First Name and hitting tab, the cursor moves down to Account Name. It used to move over to Last Name, which is what I want. How do I revert back to the previous tab functionality, where it moves from left to right, rather than straight down the left fields? Thank you.
Is there a proper way to sort CRM potentials with same percentage other than closing date?
Hi! So in our CRM we are in need of having our potentials with same percentage sorted by any other mean that isn't closing date. Having it be by Account name would be great since our business deals with several locations and we store them on the CRM starting with each location's state postal code and have mostly everything sorted this way in our files for easy access. I wouldn't want to have to work around this by setting closing date increasingly by which ones I want first (this is silly, the CRM
company
Hi I wish some of my companies list may not be visible to the administrator is it possibile with the free version? thanks
Custom template question
Is it possible to create one custom template that can be used for both leads and accounts? I am finding I have to create it twice, once for leads, once for accounts. Can I just create it once and put it in one folder? When I elect to send an email I would like to see ALL the templates I have created and be able to select any one of them.
To put only date on to the Quotes
I would like to use only the "date" on my Quotes not "time" But when I'm trying to edit the template I select Quotes>Created Time. in that case it also put time and date together. Is there any way to have only the creation date on to the Quotes. Thanks in advance.
Sheet View does not launch: crm.sheet.error.code502
When I click on the "Zoho Sheet View" button, I get the referenced error code (in Contacts, Accounts, etc).
CRM Potentials
New to a CRM.. once I convert my Lead to a Potential... if I say I closed the deal (Won), it continues to stay in the Potential Module..? Isn't there another place for these customers to go to? When I look at my Potentials, it has all the customers that have said no to a quote (Lost), the ones that have accepted a quote (Won) and the ones that are thinking about it.. this doesn't seem right??
E-mail merge fields
Can someone help me? struggling to work out why the below e-mail inst brining through the correct fields from the CRM... Hi ${Contacts.First Name}, I have now processed all changes requested and your shop is now live. Your shop link is: https://teamwear.kalibazar.co.uk/${Opportunities.Slug} Please ensure everyone is informed that the shop is now live and update any links on your website. I am really pleased with how the shop looks and I hope that you do to, If there is anything you need with regards
Update lead status field for new leads only when created by BCC
We have new leads default to Not Contacted. Is there any way to automate only the new leads created by BCC to status "Attempted"?
Job log creation
Would like to know, if a recurring job sheet which has some tabulated data within and also a few fields displaying the status of the job completed or job partially completed or undone. I do not want to use any other application to be integrated onto the CRM, but would like to know to know if the crm alone can be used, for the requirement. It looks simple, but I do not know, how to implement.
Losing emails when converting Leads
When I'm converting Leads, I lose all emails sent. The missing emails are neither in Accounts nor in Accounts or Potentials. How can I found them?
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