Backup
I would like to do a backup of our Crm Is there an external zip file that is downloaded or does it just go to the cloud?
Definitions
We are struggling with knowing when to assign a connection as a "Contact" a "Lead" or "Account". I have rad the definitions on your help menu. When I first make a connection at a tradeshow should I enter it as a Contact or a lead? Should contacts always be attached to a lead or account? Do they convert? Thanks!
Is it possible to use zoho CRM without using crm.zoho.com url ?
Hi, I would like to know if it's possible to use Zoho CRM without using the crm.zoho.com url ? For example, i would like my partners to connect to zoho with crm.exemple.com. Thanks for your help Best regards, Yohan Fougeray
Zoho Back Up
Dear Zoho member, Understand from CRM i have 2 times backup per month, before I proceed to do so, would like to know how's the back up putting back to the sys and what's being backuped and where will the back up saved. Locally in my server or cloud or other placed I choose, please give more details. "Export your Zoho CRM data for your backup. You get 2 free backups per month, for every additional backups $10 will be charged." once back up done, we would like to delete old invoices / sales order
crazy little symbols in template design
I am trying to edit my inventory template. The header section has squares at the boundaries like a section or object might. I can use these to resize that area. Inside that area, there are little circles with X's and arrows . What are these?????? And what do I do with them?? I have tried clicking on all parts of them. Can't seem to make sense of them. What do they do - besides annoy me :) ? I searched help and see no mention of anything other than field codes.
Parent - Member relationships
hi how do i make an existing account a member of an already existing account. It only allows the creation of a new account as a child John
remove events
I am customizing my Contacts Module. I do NOT want to show the Events section right now as we are not going to use it at this point. How can I HIDE that section????
Zoho CRM plus Reporting Capability
I would like to know which of the following most accurately reflects the reporting capability of the Zoho CRM plus subscription: 1. It has native reporting but confined to a number of preset reports 2. It has native reporting that can be customised but not including custom fields 3. It has fully customisable native reporting functionality including custom fields 4. It uses Zoho Reports app - and you need a separate subscription 5. It uses Zoho Reports App but there is no separate subscription fee
Problem with send massive mail
Hi, i have a problem with emails, the service send me a message " sorry, icant send massive mails with free edition. renew your account" Renew the service? where? Thanks for your time! Best
How can I update Location of Event based on related Contact
Hi, I am using Professional Version and I cannot figure out a workflow rule so that my Events created in the potential, pull the contact's address in the location field. Can someone please help!
Product/service Configurator?
You can define one or several products / services to use recurrently when you are creating a new Potencial (business opportunity)? Also in this way, has Zoho CRM a product configurator? I mean the possibility to define a complex product /service composed of several single product/services that can be generated online when you generate an opportunity Thank you very much!!
Automatically changing Field Name
When I'm on the layout page of the module Accounts. There is a field 'Bedrijf Nummer' (I've translated the CRM to Dutch). When I actually go to the page where I can add a new Account, the fieldname is changed to 'Bedrijf Aantal'. This is very (very!) confusing. Why is this?
Calculate Two Date Fields And Then Workflow
Hello i have a difficult time to understand how to create a certain workflow. I use quotes module as Prescription. I have created two date fields. First Valid From(Prescription) Second Valid Until(Prescription) So if i choose From 12/5/2016 Until 12/7/2016 This is means that the perscriptions is valid for 2 Months. Now i want to create a workflow that it will be triggered from this calculation. 2 Months 3 months 4 Months etc And a task or event or alert to be created 10 days before prescription expired.
Feeds - Do not work
I am having problems with Feeds. These do not get updated and it is impossible then to follow progress on things. Please I need help as I have tried different things suggested in other similar topics. thanks
search criteria
is it possible to configure research criteria tools for leads, contact and account ? for example i would like to make a search with 'industry' criteria
How can I set up Reservation chart (inventory) for rooms in a small inn
Is this something done in a calendar? or an excel file? Or, is each night, in each room, it's own "product"? By that I mean a week's stay in one room would show the client purchasing 7 products (nights)? Just not sure best way to track inventory. It's best if its visual, similar to a calendar. Is an excel file the answer? Has anyone done something like this?
Tracking notes with sales reps
I have independent sales reps working for me. I would like to be able to track telephone conversations that I have with them....make notes so that I remember next time what we discussed. Where is the best place for me to do this? Thank you for your help!
Users can't' verify their accounts
I'm using CRM and Tasks/Projects. When I add a new user, the person gets a link, but when they follow the link they are asked to create a new account and a trial of the Zoho software. I need them to be able to log in and activate their accounts. Does anyone know what the problem is?
Change history
In the Potential module it has a stage history that tracks each change as the potential progresses. Is there a way to view a change log for quote, sales orders, or invoices to track any changes to the record?
Add new page/page break in CRM Inventory Template (Save as PDF)
Is it possible to create a page break in the CRM Inventory Template HTML? When generating a quote i would like to add a cover letter as the first page, the actual quote on a second page, and finally some detailed Terms and Conditions on a third page. Is this at all possible?
Combining three names by using formula fied
I have three fields. 1st field is first name, 2nd field is last name and 3rd field is middle name. How can I combine three separate fields into one with an additional character which is a comma (,). For example, 1st field: James 2nd field: Andrews 3rd Fied: Jack. I want an output the looks like this: Andrews, James Jack. I want to do this because normally when a lead is converted to potential everything gets combined. Except for the middle name.
Email alerts - problems with sender's Email ID (From)
Hello, we have started using ZOHO CRM recently and I am now setting all things up including necessary customization. The point where I got stuck is configuration of email alerts. Whatever rule I create, it creates tasks with no problem. When I change the rule to send email alerts instead, I receive no messages in my mailbox. I played with all the record owners and users but have no luck. Even I send an email manually from ZOHO to my company mailbox, it does not arrive. I guess the problem is caused
Best Practice | How to handle 1 men-show / freelancers?
Dear users, I'm asking for a best practice solution, how to handle companies, that have only one person, typically for freelancer. So, in Zoho CRM contact and customer have the same information / data. Do you keep them both, or only the contact? Thanks for your advice. Best, Axel
Zoho CRM UI
Hi If & when is the new Zoho CRM UI coming out? Please follow mircosofts lead with Windows 10 left hand menu icons & hamburger menus as everyone uses wide screens and is the best use of screen space available. Something like Zoho mail would be great!
Associating Imported contacts with imported accounts
Hi, I have two separate .csv files: accounts and contacts. Both were linked in the old database using an account ID. The accounts file imports correctly, but when I import the contacts file they import as orphaned contacts (i.e. not associated with any account). How do I link contacts to accounts? Thanks.
How to set a Rule Criteria on Date type field in Zoho CRM?
Hi, I'm working at ZOHO CRM, I'm creating a rule and want to define a rule criteria on a field of Date type. There is a field "User Entered Date" in CRM, and I want to trigger a rule on the basis of this field. If user sets the Closing date field till 14 days of the date stored in User Entered Date. But if he sets Closing date more than 14 days of User Entered Date, the rule should not trigger. Any Help will be appreciated. Thanks.
Over-riding quotes
I want to be able to offer some products foc depending on the customer but include on the quote. I also want to be able to join some products together, not give an individual cost and do a bespoke price for that set of items without having to set each option up as a new product each time. Help please! We have a manufacturing business and sometimes we can be flexible on pricing dependent on the client and the requirements but I feel that this may not be possible?
Easy way to log calls
When looking at a contact and want to log a call, there are a few options. Most open up a badly formatted small box which is difficult to type into and complete. I prefer using this full screen method here... https://crm.zoho.com/crm/CreateEntity.do?module=Calls However, this means you need to search again for the contact to which the call relates. Anyone know how to link to the above page with the contact detail already complete?
Duplicate Participants in Activities
I created an event under activities and added 5 participants however the participants total shows 12. How do I fix this issue?
"Won Potentials": Display More Than Five Entries?
Hello, Is there a way to display more than just the first five entries in the "Won Potentials" box on the right side of an Account? See the attached image that shows the box I'm referring to. Thank you!
Vendor records not loading
Only on some vendors, notes, products, activities and attachments do not load on the page view. We receive a perpetual message that the page is "loading". Directly under where you can select hide details, it also says "undefined". No idea what that means. This does not happen on all vendors, but it happens on certain ones consistently. Please see attached screen shot. Does anyone know what could be causing this error?
Activities component displays wrong time in My Events
I've added a component "Activities" to my CRM home page and selected "My Events" as the "Custom View". It displays my events but with the wrong time. For example, an event scheduled for "14:00" is showing up as "18:00". If I open the Event itself, it displays the correct time.
Migrate from MS Business Contact Manager
No other CRM package has an easy migration process to allow current (and unhappy) users of MS Business Contact Manager to take a .BCM Back up file and just migrate it to another system. If you can do this, the opportunities to add users increases dramtically
Import contacts/campaigns
i have switched to another email marketing software is it possible to import contacts back to zoho and select which campaign they had received which i have already entered in Zoho crm?
Mapping Existing Fields
We have an existing Zoho CRM, but the mapping not setup initially to accept LEADS, APPLICANTS, and then ENROLL. We customized the Modules to have: LEADS => APPLICANTS => ENROLL When a LEAD comes in we want to convert to APPLICANT and then to ENROLL. The mapping of the fields is not correct. My question is, can we fix the LEAD NAME to map over to APPLICANT name? Do we have to create a new account and have mapping setup correctly before any data gets imported?
Import My Organization Leads Wizard - Lead Owner Information Problem
Hi, I am in the process of the first upload of the leads list. I'm facing the problem that mandatory fields are Company and Last name. Can I change the mandatory fields somehow or make them non-mandatory? Please give me a hand.
New bug with dependency field in opportunity module
we have some custom dependency fields that gives us choices that are not suppose to be there in the opportunity module i will try to explain this We have a few dependent fields that only have one choice if the parent field is chosen then that dependent field will default to that only choice but for some reason since last week the -None- choice started defaulting even though the -None- is not chosen as a valid choice for that parent field. but that bug is only there if the parent field was already
Map Fields for Conversion
Hello, I have created a new module called "Prospect" and i would like to insert him in the mapping field. The idea would be to create new entry as prospect, convert the prospect into Leads once that we qualified them and convert Leads into Account and Contact once that they become customer. Any help or advice would be welcome to find a way around
Automation tied to notes
Is it possible to be notified via email when a new NOTE is added to a lead? I can get an email notification when we edit a field in the LEAD, but we would like to know when a new note has been added. Cheers, Brian
Mapping with excel
Hello, I have an excel file I would like to map with the fields of a contact. In other words, in the excel file have columns names that I would like to match with the field name. Kind regards, Lucas
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