Company vs Account in Lead Record
We do not want to use the Company field in the Lead record because it can result in duplicate Account records once the Lead is converted. We would prefer to add the Account record first and then add a Lead record under that Account. The standard Add Lead screen does not have an Account field, so I added a lookup to the Account record. Now I want that Account value to carry over once the Lead is converted to a Contact, but the Account field is not present on the Convert Lead Mapping screen. How
notifications?
I'm not getting email notifications for leads in my crm and new contacts in my campaigns? Thanks
complete email campaign
Hi, I'm a new user, i wanted to send an email to my 750 contacts, it worked well except that only 250 emails were sentbecause of my edition limitation. How can i complete my campaign the next day by selecting only the remaining contacts ? Thank you for your help. Regards, Olivier
Best way to handle multi year opportunities
Hi All, apologies, looked for an answer to this but can't find one...yet I figure can't be the first person to ask this. What is the best to log a 5 year opportunity? I'd like to keep the same lifecycle number as the unique opportunity reference number. Situation is that I'm putting together a proposal that cover the next 5 years, however the client will place an order each year for that year's work, so in terms of revenue reporting against the opportunity, the opportunity is say $100,000 but
permissions/roles/profiles
I'm looking at this page: https://www.zoho.com/crm/help/security/data-sharing-rules.html If the Organization-wide permission is set as Read Only, everyone can only view the other users' records. In this case other users cannot modify the owner's records. So if we have leads set to read only for example, could person A can see person B's lead, but can't change name, contact info, owner, etc, correct? Can person A makes notes on person B's lead. Like if person B is out of town and person A answers
Demo Instances / Sandboxes
Hi I've done a quick search and I can't find any recent (less than a year odd) topics about this. My query is simply - Is it possible to create demo instances of ZCRM or Sandbox versions of my own Instance of ZCRM without having to sign up for a trail version and exporting all metadata across?
Is it possible to use the automate task to copy value from one field to another field in another module?
Hi, How can I use the Automate task to copy the value of a field in Sales Order module to a field in the Account module? I've tried searching, but don't seem to be able to find the answer or post anywhere. Can this be done in Zoho CRM (we are using the paying version)? Thanks David
notifications
hi everyone. is there any way to setup notifications for users. we have about 5 users and what i want is any updates any changes i want everyone to be notified about it.
Changing the company's logo
Hi, I have just opened a zoho account and i'm getting familiar to decide wether adopting it or not. I've put a logo for the company, but trying to change it the system freezes. Daniel
Lead Autoresponder Not Sending all Emails
The autoresponder that I have set up is sending the first two emails, but not the last one in the screenshot below. Many of our leads are not getting the 4th email, even after we wait the full amount of time. Here is a link: https://crm.zoho.com/crm/EntityInfo.do?module=Leads&id=920224000011148017 to an example lead who got the first two messages but not the day 10 survey email. Why is this?
How to save page layout for Account/Contact module in zoho CRM?
Hi, We are using Zoho CRM to build an application. Here we have some custom fields in Contacts, Accounts and other Standard and Custom modules. Here I have created a new module and also added some fields in this. Then I click on Save button. But it is not saving the page layout and giving a very strange error message. that is What is this? I don't get any error like this before. So please help us. Thanks
Showing Error While Creating New Module IN CRM
Hi, We are Using Enterprise edition, there is an error occur while we create new Module, when we save the new module it shows the error An error occured. For assistance, please write to us at: {0} Please help us to fix this error. Thanks
Features
Is there a way to be able to BOLD Underline and highlight within the description of a contact or lead?
Show only subtotals in reports
Hi, I have a database with ~2000 customers, each with a potential sales value. I can easily make a report that lists them by country / region / whatever, and make subtotals. What I want to do is only show the subtotals, ie potential by Europe, Asia etc. I tried "hide details" but this still shows all lines. What I want is a collapse function like excel subtotals. Does this exist?
Who is REALLY good at formula's?
I currently use excel and want to migrate to using a custom module to carry out a calculation. I NEED HELP This is how the formula looks in excel... (I get a syntax error when trying to use formula function in Zoho CRM) =IF(${Affordability.App 1 Basic Employment Income} -${Affordability.Student Loan - App 1}*12-${Affordability.Pension or Childcare App 1}*12+0.5*${Affordability.Overtime, Bonuses, Commission - App 1}<10600,(${AFFORDABILITY.APP 1 BASIC EMPLOYMENT INCOME}-${AFFORDABILITY.STUDENT LOAN
Sales Activity Report
I need a report that shows weekly activity of my sales reps. How many calls, demos and emails were done is what I am looking for.
Document Name Output
Hello , I wanted to find out is possible to change the name format of a mail merge document ? Whenever I mail merge and download the document it outouts as the name of the document. (ex: Back Brace Rx) ,instead of the "lead_Name". This will help keep track of files being faxed. Thank You.
Importing list from Leads to an email campaign
Hi all, I wonder if someone can advise me as I am new to Zoho and learning fast! I have just imported to Zoho CRM a list of 1000 potential clients into the Leads section. How can I use just this list to add to an email campaign in Zoho Campaigns? When I try to sync Leads in the Campaign module, this list is empty? If any one can give me a step by step guide I would be grateful! Many thanks David
Can you make a form in CRM
I am working on a PDF is it possible to make this form in the CRM
Workflow rules and auto-updating fields: Workflow rule not triggering
Hello, I'm experiencing an issue with workflow rules and the auto-updating of fields based on triggers.I have successfully implemented these rules in the past, but now with particular types of fields it does not seem to work. What I'm trying to accomplish specifically is this: 1. A new record is created via web form 2. When a particular Single Line field contains specific text strings (of several different kinds), a checkbox gets ticked I have programmed all the different types of text strings as
Web form response Email sender address
Hi, I have setup a web form so that enquiries from our website go directly in to the system. I also get a system generated email with a listing of the data that has been entered. Is there any way to change it so that the system generated email has the lead's email address as the reply-to address so when we receive the email we can just hit reply to reply to the lead. Thanks.
Reports do not export to PDF properly
It seems that many of the reports (specifically the one I am trying is Pipeline by Stage) do not export to a usable PDF format and I'm forced to export to excel and manually manipulate each time. 1) Page margins are not set up, so that the text runs all the way to the side of the paper. 2) Cannot select page size 3) Columns are evenly spaces rather than distributed to match the width of the data. example :column for number of sales days (3 digits max) is the same width as the column for description
Formula Fields - auto recalculate new formula in historic records?
I have set up a new formula field in a module. If I open an individual record and then click save the formula is calculated. But I have 600 old records that I would like to update. Is there any way I can update them all en masse - i.e. trigger the calculation in the formula field without editing each record individually?
web form not saving leads
Hello, I generated a web form but its not saving my leads. What can i do?
IMAP vs. POP email in CRM with Google Docs
We currently are using Google Apps integration with ZOHO CRM using Gmail POP/SMTP. Is there an advantage to using an IMAP configuration in CRM? Any disadvantages? Thanks,
sliding scale tariff
Hi, I'd like to know if it's possible, either in Zoho CRM or Zoho Invoice, to custom some sliding scale tariff for a monthly billing process. We've investigate how to set it : - first on a single account, based on its yearly consumption, - then for a groupe of customer, based on the # of subscribers. First support we've got from one of Zoho partner were inconclusive. If there is a simple solution to this issue, I'd appreciate it a lot. Many thanks in advance, Thierry
CRM credit card problems
I lost a debit card and had to get a new one recently. My sites, docs, mail, etc is paid for the year. However, I am unable to change my credit card details for Zoho CRM and I keep keep getting emails saying that payment failed. I can't figure out where to update the payment information just for CRM. Does anyone here know what I should do to change it?
SERIOUSLY need to revisit the restriction of 250 mass emails per day limit
I have a large network that I e-blast to that I simply cannot accomplish utilizing the mass email feature in the CRM. I have to resort to constant contact - which defeats the entire purpose of the CRM mass emailing. Zoho seriously needs to increase this limit significantly or we will be forced to look for a new CRM.
Mails are not delivered to receipts outlook account.
Hi, my leads and accounts which have accounts with outlook do not receive via crm. Although email and yahoo accounts are accepting email. CRM shows that mails have been sent but actually these are not delivered to the account holders. How can I sort out this problem. Please help.
Clients who use outlook portal, do not receive emails?
I have outlook connectivity with Zoho CRM. Now when ever I send email to my leads/contacts, then the clients who use outlook at the other end, do not receive my emails. Gmail or yahoo clients are receiving emails as usual. Although CRM shows that email has been sent. Is it happens because I have free version or anything else?
Multiple Potentials & Related Emails
Hi there, in the case of a single Contact having multiple Potentials associated to it, once you go to the Potentials records each of them show the exact same emails on the 'Email Related list'; all ordered by date Is there a way or something in the pipeline that would allow only emails related to that particular potential to show & not others?
Configure webform for tracking gclid
Im trying to setup the tracking conversion from AdWords to Zoho. The problem is just in webform, because Zoho Documentation says "add the following line code into you webform" "<input type='hidden' id="zc_gad" name="zc_gad" value=""/>" Ok, this is the problem. I cant add a custom line into webform, but I can add a custom element in webform with "name" and "value" fields hidden (screenshot) There is any error? What is the correct way to setup it?
Bug in Leads Mass Update Dialog
I am only using the Leads module in Zoho CRM. I often use the "Mass Update" dialog under the "More Actions" button to update values for specific records. In the past, when I would update the value of a field with a dropdown list, the values would be presented in the order created in the Setup. Recently, this changed and now the dropdown list of values is presented Alpha sorted. This I believe is a bug, as the dropdown list should be presented in the order created in Setup for the field.
Email templates
"Email Template Body" does not appear when editing templates
Chrome extension issue_Advanced Fields
When using the chrome extension and inputting a new lead, all is fine and everything works perfectly...Until one tries to add a 'description' under the 'advanced fields.' After one tries to add any info in the description, we get the ever long 'Processing Please Wait' window.
CRM EMAIL: Custom Related Lists showing java.lang.NullPointerException
Hi there, Our team is facing the issue when they tried to send emails. Appear an error message: Custom Related Lists showing java.lang.NullPointerException and the message don't send. I need it to be solved. By Chat the attendant never could gave me a solution and they scape from te solution. Please help us...
Custom Related Lists showing java.lang.NullPointerException
Is anyone else having problems with their custom related lists? I have two separate lists that have been tested and deployed into production and are suddenly now returning nullPointerExceptions. These are (or should I say 'were') grabbing information from a remote system and it was returning XML formatted data. The remote system still is reporting XML properly, so I don't have an explanation of why this is happening.
Disgruntled Customer
Can any other customer shed some light on if they're successful in reaching Zoho CRM support and having issues resolved? I've used Zoho for many years with several different companies and many of their products...spending thousands a month with them. But it seems harder and harder to get a question answered or an issue resolved. If I add up my time this morning and my frustration in trying to reach the CRM department, I've cost myself a lot of money. Sometimes I think I'd be better off paying more
SPF record for Zohocrm.com
Hello When i send an email to contact or lead, zohocrm.com domain is used. Wich SPF record must i use in this case ? Thanks for help.
Disable F11
How can I disable the f11 macro?
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