Custom Field Not Copying Over Info to New Contact
I added a new contact to an existing account and noticed that the information in the custom fields on the address section was not carried over. But is working on lead conversion to Accounts/Contact For example the below are not being copied over into a new contact, I would imagine this is happening in other parts of the CRM. Town County i have been told by Zoho that i need to create a custom function for the custom address fields to ensure that the information contained in this field is carried
How to export to Excel without the Account ID column?
When I export to Excel, I have two issues: 1) It seems to export in an older format and Excel prompts me to convert the file. Is it possible to have Zoho export in the current file format of Excel? 2) The export results in an extra column called "Account ID" - is there a way to export without this column? Thanks!
Paid Feature Requests
I would like to have paid feature requests. It's sad that most ideas on the forms are ignored and never implemented. Looking at the forms the only feature I see implemented in the last 6 months was tool tips... AFTER 1 YEAR!
Lead assignment rules not working
I have a professional account with zoho and inserting all leads in it through API. But Lead assignment rules are not working. How can I make them working? Is lead assignment rules functionality work for leads inserted through API? Quick Reply Please, My Sales force is waiting for that. Regards, Gurjinder
Import Mailchimp Campaign to Zoho
Hi, is there a solution to import the statistic from a mailchimp campaign (open? Click? ) to my crm leads? Thanks! I am using Zapier, but i did not find any zap for that. best, Matthias
CASL legislation and Tracking
Hi, so Canada has a really tough anti spam law called CASL. At its heart is the whole concept that you are not allowed to email any leads/prospects without their express permission to email them. "...sending of commercial electronic messages without the recipient's consent (permission), including messages to email addresses and social networking accounts, and text messages sent to a cell phone; ... " So here is my problem: there currently is an email opt out button, that will be looked at by any
CRM Potentials View - Only Latest From Each Account
Hi there, I have a view set up that shows me Closed Won potentials sorted by date. This lets me follow up with customers who have completed sales. After following up, I mass update my own "Last Follow Up" date field. I only want to see the most recent closed potential from each account. Or, I would like to update the "Last Follow Up" date for all the potentials on that account. I'm not finding a quick way to do this. Any help is highly appreciated. Thanks, Chad
Linking SalesIQ data with WebForm Lead Record
I have created a Webform as specified below in CRM. It works well to capture information and transfer it into CRM Leads. However It does not link the visitor SalesIQ behaviour to the record. I would like it so that when I look up that lead I can also see what he has done on the website prior to filling out the webform. I have enabled the tracking on the form, but dont seem to get any info in the Lead Record (SalesIQ behaviour section is empty)? What am I missing? <!-- Note : - You can modify the
Import Notes into Zoho CRM- User ID Issue
Hello, I am trying to import notes into the Potentials module in Zoho. I have been able to map and successfully import some sample notes, but am unable to import the correct 'Created by ID.' For example I am wanting to import notes and assign those notes based on the user ID (for example: zcrm_779782000000062001). However, whenever I try to import the ID, it defaults to my user as the 'Note Owner.' Is there a certain format for the 'Created by ID'? Thanks.
iOS 10 can improve the way you sell
iOS 10 has not only changed how you use your iPhone but also how you sell when you’re on the move. For a salesperson, the update is a time saver; even more so with the update of your Zoho CRM app. Now you have: 1. Caller ID integration - Never miss another client call when your iPhone recognizes your CRM contacts 2. Proactive Suggestions - Let Siri guide you to sales; or if you have no time to talk, your device automatically recognizes the last CRM address you visited and suggests it at the right
Importing multiple records not triggering automation
Hello! I have a custom module for records that I import once a day. I set up an automation trigger to send an email on any record creation, however, when I import a CSV list the rule automation doesn't trigger. If I import one record at a time by manually entering all the fields, it does work. Thank you for your help! Ross
How to isolate Accounts that don't have an open Activity?
Is there a way to run a report on all Accounts that do not have an Open Activity? Since a Completed Task is designated a status of Completed, I can't just filter for Status is Empty, and not clear to me what other fields I could use to isolate any Account wherein I have not assigned an Activity. My guess is that I am missing something...
Sales Opportunity - Different Line Items for Product Interested and Corresponding Quantity and Dollar Amount
Hi, I am new to Zoho and appreciate anyone can help with this question! If a potential customer is interested in buying 3 different products, for example, can I in Zoho Potentials have 3 line items for the sales rep to pick 3 different products as well as other corresponding columns/rows for the rep to fill quantity and dollar amount? How can I make this happen in Zoho? Which edition would Zoho be able to achieve this goal? Thanks, Product Interested Quantity Dollar Amount Product 1 USB 1000
Notification emails going into Junk Email
I set up an automatic email notification every time we upload new potentials. While the email process is working, the emails go directly into our sales reps' Junk Email box. Our IT department has white listed everything from "@notifications.zohocrm.com", but the email isn't trying to say it's coming from Zoho, it's trying to say it is coming from us. With the issues we have of people claiming to have our email addresses when they are not part of our organization, we are very strict as to say that
Correct Filter for excluding past Events
What is the correct filter to use to exclude a Record in an Activity report wherein an Event has occurred in the past? David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
can i map a custom field to a standard field
There is a standard field called department in contacts module I have tried to map a custom field I created in the leads module as this field was not there. Unfortunately, it won't let me map the two fields doesn't show up in the drop down list, i had tried to ask this question to Daisy our account manager but she does not know. I am not sure if there is an issue or that you cannot map custom fields to certain standard fields? Thanks for your input. Help
WebForm for Wordpress not working.
I have created a simple webform to embed on my Wordpress site. I have taken the code and put into wordpress. The page looks ok and I am able to enter the info. But after that I have many functional problems: 1) After entering data in fields and pressing Submit it does something but returns to the same page. I have put in the new landing page for submit in CRM but it does not do it?` 2) The information captured does not show up in CRM... so not sure if the integration works? The form page is here https://wwwcbxmarketcom.azurewebsites.net/demo/
Cant PDF print address for newly created account. Works on old account, works on sales orders...
What is going on? Attach. PDF print
QUOTE is not printing adress into PDF?!
I tried to get help via Chat and nobody seems to be covering Europe :-/ I can not print to PDF! I picked a quote and for newly created account I do not get address printed into PDF?!? But only for newly created account. On old ones seems to be working. Sales order prints well on new account too. Have no ticketing possibility, Live chat is not working!? Customer is waiting. So much about "R" (out of cRm). D.
Export Notes - Parent
Hello, For some of our users, they have found it easier to enter in conversation or call notes within module 'Notes' versus logging a call. I am putting together reports that display all of the activity from the current week. This will need to include all activity types and Notes. When working in the 'Report' module, you cannot add in a Parent or Related field for Notes. However, if I went into Setup > Data Admin > Export to export the notes, it will display all of our recorded notes and a 'Parent'
Record of which company is doing business with another in crm
hi i was wondering if there is a way to list the companies that company ABC does business with, as using a look up field would only hold one record but related list could keep a list. hope you understand what i mean?
De-clutter/Archive
Hi! I am looking to reduce clutter with my leads & potentials. Is there any way to archive "junk" leads, "closed" or "won" potentials? I have created custom views to exclude these but is there another way to deal with this that I am missing? Like archiving the info? My activities page has too much on it & I'm looking to just keep actionable items in it. Thank you! Best, Kristin
Account v/s vendor
I would like to know from expert CRM users or Zoho support that if Account Name has sub category of Vendor, why there is Vendor Module. Can I add remarks in the Account Name as specialization of the vendor / customer.
Order of Events in Calendar Component
On the home page, when I display this week's event, they seem to appear in a random order, currently with an event for February 5, appearing before an event for today, February 3. How can I get them to appear in date order?
Product sales forecast
Good afternoon, I'm from Brazil and I did not find a help channel in Portuguese, someone could help me.
I need to create a forecast for the first quarter of 2017, for our products .: Ex. (Working with CCTV cameras and access control turnstiles) would like to stipulate values or quantities for these products. R $ 50,000.00 in access control ratchet X, R $ 30,000.00 cameras and CCTV.
Is it possible to do that? Well, I only found it by Zoho CRM users.
Attach documents to Task
Is it possible to attach a document to a task? Tania
Zoho CRM: Email activity from other users
=== Reposting as previous 'answer' did not answer the actual question === Hi there, we've set up pop3 email accounts for both my employee & myself so that we have full email integration between Zoho & Outlook. I can clearly see that if I click on the Emails tab, I can see all my emails there - same for my employee. I can also see all emails associated to a lead being listed under the lead page. However, I'd like to know if there is a way for me to be notified of each email my employee receives that
I can't log in and use my Zoho CRM and I need to work!
Hello Normally my business partner and me use the same account at the same tie without problem. Today he is working but I can't enter on my zoho crm account and every time I try I only can see that: Could someone help me? My account is info@terraignotaediciones.com It is urgent I need to work. Thank you. Juan Carlos Moreno
Zoho CRM Documents
I am trying to find the Documents tab within Zoho CRM and am having no luck. I am using the CRMPlus edition. Could this be why I am not seeing this tab?
Used some Custom Code to Automate Sending Macro Emails
Edit: Hey there. I have had the same solution. Fixed it with some code on Wednesday. I wrote a solution for a Zoho Macro Mailer. The tool automates the entire process every single day. I have a demo video of it here. If you're interested in this software and want lifetime updates, send me an email at jakeinmn@gmail.com.
TELEPHONE NUMBERS
Why can I no longer put an extention number in the telephone number section: ie 09324 456 789 Ext: 345 in my contacts pages. I used to be able to do so and now it just tells me to enter a valid phone number. Very frustrating.
User can't sign up with email address
We had two accounts for two business. We have merged companies and we are now using one Zoho account. My admin is kchisholm@precisionpv.com. The old account was phoffpauir@precisionpv.com. The new users email is bbarlow@precisionpv.com. He has been deactivated from phoffpauir account, but cannot activate under kchisholm account. It says that he can't be on both accounts. I need him to be able to activate under the kchisholm account please.
Email integration in mobile apps
Are there any plans to integrate email into the mobile apps - specifically, ability to see emails exchanged with an Account or Contact, and to see read activity for a given email as in Sales Signals? David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Training Programme for ZOHO CRM
We have the ZOHO CRM with validity and are looking for expert in Zoho CRM who can deliver ON-JOB Training for the staff at our office in Cochin. Please revert with details (price etc.) and contact no. to move forward.
Zoho CRM
Hi, I was given an email address by my boss and I logged on to zoho.com but it asked me an organization and I put in the name of our organization. I am working remotely. Now, my boss cannot see the leads I put in. I need help. Thank you, Carol
zoho crm 2016 questions
Does anyone know how to remove the contact section at the top of the accounts module above the account section, it takes up far too much space i already have this displayed in the contacts related section further down? it does not display who is the main contact (custom field) which is important or even the job title (custom field) also is there a way to disable or hide the left hand side part of the screen.
a good solution for barcode scanning in Zoho CRM
Please, could you advise a good ready-to-use solution for barcode scanning in Zoho CRM. The process is 1. getting the equimpent (purchase order) 2. creating a barcode 3. printing the barcode and putting it on the equipment 4. sales process... 5. when the deal is won, scanning and creating a doc (sales order) is there standard or 3rd part solution here? For scanning we use a scanner, not a mobile phone.
Auto populate address field on change of account name in contact
Hi there, I'm very frustrated that the address field doesn't change when an existing contact is changed to a new/existing account. Is there a way to manually do this through workflow? We now have a number of records with incorrect information. Is this already a known bug, because it's a big one? Regards. FD.
Please add a Today button to the date fields on mobile
Currently there is no easy way to jump to Today's date on date fields in the mobile apps. Therefore, please add a quick jump button for Today when entering a date. David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Setting Reminders on mobile apps
It appears that the Reminder field on mobile apps is read only. Is this accurate and if so, why? Would be extremely helpful to be able to set Reminders on all devices. David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
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