When generating a report, we are getting duplicate records
Hello, We need to generate a report of leads that include a specific field as true, that we are then making a CSV file of. The problem is that we are getting multiples of each record in this list. ie we have 3 results in the report for one person etc. Do you know what may be causing this? It's problematic as on this report its showing 44 records, when in fact we only have approx 20. Thanks, Adam
Massive deleting
How can I delete massively and quickly all the accounts from my CRM? I've imported 800 accounts but it was a mistake and I would like to recover a clean database.
Adding new users.
I am trying to setup and test the free version of Zoho CRM (that says it comes with 10 users). I created 2 additional users and they did not get emails so they can create an account. I don't see where I can give / reset passwords. Super confused here.
Synchronise Zoho CRM tasks and calendar with Mac
Hi I have been using another CRM package that allows me to subscribe to its calendar via a URL. When I create a task or event in the CRM my calendar on the Mac picks it up and shows as a normal appointment (it also provides a link to the CRM task). Can I do the same in Zoho? I'd like my mac to show scheduled tasks and events. Even better, is there 2 way syncing for mac and Zoho CRM? Thanks
Is it possible to downgrade a Contact to a Lead?
If someone enters a new lead as a Contact, is there an easy way to change them to a lead without having to delete and retype their info?
Deleting an email from Gmail
If I delete an email from my business gmail account. Will that delete it from the Zoho contact as well.
How do I ad multiple contacts to one lead?
How do I ad multiple contacts to one lead?
Update to Quotes and Invoices module, only the Account Look up populates the billing address data now.
Dear Zoho Support, We just notice this morning that if we go to the Quotes or Invoice module and click add new, then do a contact lookup the account lookup field is prepopulated with the correct account but the Account billing address does not populate. However, If I lookup the account first then the billing address is prepopulated, we have to then select the correct contact. But at least the billing address gets field out. Previously, this worked both ways to populate the billing address using
leads mass converted but not available as account/contacts
Hello Zoho Team I have just mass converted 3 leads but they are not available as Accounts/Contacts. If I launch a search by name they still appear as leads but when I try to access to each lead a warning message says "Sorry, you cannot access the lead". In the end I don't have in my db any more these 3 names. How can I recover these names? Any suggestion? grazie
Merge duplicate records
Hi everybody I'm trying with my team the Enterprise trial version for the evaluation period I'm not able to merge duplicates contact or products... I'm trying using the command Find and merge records but seems it doesn't work.... Is it maybe a limit of the trial version...??? Could you help me please Thank you Carlo
Append data to existing lead from Gravity Forms
Hi, We have multiple forms on a clients website and want to know if it's possible to append the data submitted from a form to what's already in the Lead. We are currently using Gravity Forms and their Zoho CRM add-on. They have the following forms: Itinerary Download - This is a download gate form and needs to be filled out to download a PDF document. (this is the most filled out form). Booking Enquiry - This form is also on the same page as the Itinerary Download form and is specific to the page
Add plan Field to Support Web Form
I want to add plan Field to Web form. but there is no option for that. is there any way i cam do it. Added Custom Field with code <input type='text' maxlength='255' name='CONTACTCF1' id='CONTACTCF1' value=''/> but its not adding it.
Quote Template editing problems
We are in the process of updating our quote templates. One of our web developers has exported the quote HTML and edited it outside of Zoho. When we copy and paste the HTML code back into Zoho, it displays perfectly. When we come to print the quote, either it doesn't show the fields required, or doesn't print the results- ie we need to show Total Tax and Discounts. Quote has a line for discounts but no figure next to it, and there is no line present for Tax at all. What are we doing wrong?
Cant save notes onto account
We have the free version, we have loads of storage left and nothing in the recycle but it won letus save notes onto any account.
I cannot save notes in account
I cannot save notes in account
Events - Sort by Date of Event, Not Creation Date
I want my calendar events to be sorted by the date that the event will take place. I know that if I click "from" it will sort it, but I do not want to have to do this every time I'm on my home screen looking at my calendar events. I've been told that it is sorting it automatically by the date that the event was created. Is there any way to keep them sorted by the date the event is to take place?
CRM Reports horizontal bar charty
Please consider a horizontal bar chart in CRM Reports
Does anyone know what this is called and how to change the fields?
Any ideas?
New report need
I would like to get a report of the number of leeds by salesman and month, how can I do this? Thanks
Report won't save when adding the field Potential Name?
Dear Zoho CRM Team, This wasn't an issue a few days ago. Now when trying to save a new report if I add in the Potential Name field to the report, I am unable to save the report. Also, when I go back to edit the criteria for the report the report keeps changing the criteria for Stage to another field value of Potential Lookup? No sure why this is happening either. Here is me saving the criteria: Now when I go back to edit the criteria: Please advise if you know what might be going on. Thank you,
Adding fields from custom module into template
How do I add a field or fields from a Custom Module into an email or letter template? When I create a template the custom module does not show up, but if I set a workflow automation up, I can choose fields and data from any custom module. Is this an oversight from the development team? It seems crazy that you would allow us to create custom modules but don't let us do something simple like create a letter template from them. Is this being worked on? did I miss something? or can it be done? thanks.
accounts vz potentials vz leads
what is the difference between them?
Quantity in stock increases (instead of decreases) with an invoice creation
So that's the problem: Quantity in stock increases when I create a new invoice with a certain product instead of decreasing... How is this possible?
Saving Layout for Tasks and Events
When I try to add a pick list or any fcustomize field in Task and Event module I get an error. "An Error occur. for assistance please write to us at 0" Why?
Delete Contacts
Please advice how I can DELETE existing contacts in my CRM?
Changing Account Owner Changes Potentials Owners, too?
This shouldn't happen. Is there a setting so that when an Account Owner is changed the Opportunity Owner is left alone?
Total of Potentials
How can I see the sum total of value of amount or expected revenue for the potentials that I have uploaded? If I export to excel the amounts are in text and not number format and so I can not Sum there.
prospects view
Hello, One of our sales can not view the whole prospects list. The others sales can and they have the same profile. Any idea what we should do to solve this ? I want everybody able to see all the prospects. Thanks,
Accessibility Details
Everything I read in help refers to Accessibility Details, but I cannot find Accessibility Details anywhere! I need to be able to use my email templates but non are showing. I need help now!
Unsolved Comments section problem in CASES module
Comments section not working with new version Solved in Zoho CRM • Uncategorised • 13 days ago In the CASES module, sine the new version, our Comments (under Internal Comments) section will not allow us to edit. I checked permissions, but nothing seems to work. 1 Edit Delete Reply Replies(2) vidyapriya Employee Re: Comments section not working with new version 5 days ago Hello! I believe that you are referring to the comments which are shown in the comment information. If so, sorry that we
Export data UTF-8 mode
Hello, How to export data (contacts, accounts etc.) form crm in UTF8 code mode? Thanks
TASK Vs. EVENTS - when do you open each for a Lead and when to a potential ?
Could you please reply to these 5 questions, it's really urgent: 1. TASK Vs. EVENTS: While talking to a customer, when would you open a NEW Task and when do you open a new EVENT, and what is the difference between them ? 2. When do you create a TASK or an Event to a new lead ? 3. When do you convert a lead ? 4. When do you create a TASK to a potential ? 5. When do you create an Event to a Potential ? Many Thanks,
Fiscal Identification Number Field / VAT number Field
We are a Spanish company very surprised by the fact that ZOHO CRM does not have a field in the Accounts, Quote and Invoices for the "Fiscal Identification Number (FIN)" or VAT number. This is an absolute MUST for all companies operating in Spain and in many EU countries. Any company that wants to sell goods or services needs one. The number is given by the tax authorities when you incorporate the company and it is a unique identification number. We propose that ZOHO CRM incorporates a field for
Lead capture info directed to Zoho
Currently we have a lead page embedded on our website that is linked to our current autoresponder service. (not Zoho) When someone fills capture box their info gets dumped into current autoresponder service. We are in the stages of migrating everything to Zoho but in stages. How can we get our current lead page to also send the lead info into Zoho leads module? Kind Regards, Chris
Duplicate removals during imports
(a) How do we add additional filters to remove duplicates during imports? I would like the import function to look for first name or last name or email address or company, etc..just not the email address that is currently the modus operandi. (b) Zoho now checks for duplicates only at the lead module. I would like to check for duplicates during the import process across all modules, that is...lead, contact, account, potential, etc. -Mohan
Export all leads in a campaign
I have 7000 leads in my database. We use an external software for emails. What I need is to export all my leads in the campaign. The only export option I can find is the general one. This put's the whole lead table to an excel file. That would work as a second option but that export is limited to 3000 items? 1. Export all leads in my Campaign 2. If not, how can I export all 7000 items Kind regards, Sven H
Multiple Business Segments within one account
I am evaluating ZOHO CRM and am wondering how I can separate two separate business segments within our company. I want to share accounts and contacts initially, but would like to keep the leads and activities separate.
Emailing a group from the Leads section using a template
How do I sent an email to a complete list of all contacts in the leads sections. Email has been set up in the templates section.
Sales rep permissions - lock out ability to change "Lead Source" field?
As CEO or VP of Sales, I want to be the only one who can add/edit my "Lead Source" field in a Potentials record. I do now want my Sales Reps to touch this field, but I do want them to be able to add/edit other fields in a Potentials record, and even create new Potentials records. In User Permissions, I see where I can change user permissions for the ENTIRE Potentials record - but I'm interested in zeroing on on just a SINGLE field in Potentials. Is this do-able?
Change Lead Owner
It is 2:10 PM PST. I am unable to change "Lead Owner" status though up until now this function was working fine. Has the system been affected? Is their a reason this function has stopped working properly?
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