What is the maximum number of contacts I can have in Zoho CRM?
I have several large Excel sheets to import which total over 95,000 contacts and accounts. Can I import that many?
Non Google Apps Email Sync
We want to sync our incoming / outgoing emails through Zoho but don't have Google Apps. We do however have a gmail account but not Google Apps. Is that still possible?
Not Saving
Why is it sometimes that i do a whole invoice/quote/purchase order etc, then it will not save. I have to get out of it and do it on our old system. Why wont these save. For example - i did a purchase order today, saved it, then went in to edit it and it would not save.
Pick List Maximum
Does anyone know what the maximum number of items are allowed in a Zoho Crm Pick List ? I am having problems importing (paste) about 310 items,
Uncheck a box
I had a message keep coming up on my purchase order saying: something like "Prevent this page from creating additional dialogs", but i ticked the box and now am having all sorts of difficulties - like not be able to save, delete etc. Is there a way i can untick this option.
Tracking Multiple Accounts
I have a subset of Accounts I want to track all activities and notes across. It seems like campaigns only allows to add leads and contacts? A potential is for a single account? These would work well for my purposes if I could add several accounts - is there a way to create a custom item/module to do this?
Stop sales people contacting the same lead
I've got two sales people working in Zoho CRM, using the Leads module to contact prospects. We have created two campaigns and added the leads to them. However, it is possible that some of the same leads will be in both campaigns. I don't want those leads to be contacted twice. Is there anyway to use Campaigns to filter leads? I tried a custom view but this does not work. We could do it with a custom field but this is a manual process so likely to fail. Does anyone have any ideas on how to automate
Email Template Forms
I'm interested in creating an email lead form template which will be emailed out to prospective leads requesting that they complete a know your customer (KYC) form which can be automatically imported into Zoho so that I can utilize an automated contact approach for my initial contact for all clients. Can I utilize Zoho Forms and automator for this or must I utilize some other form generator and paste a link in my email template in order to accomplish this task or can someone please help me find out
How to find and edit multiple leads which are linked to campaign
Hi, I added leads to a Direct mail campaign i am running. I have created the campaign and then add the leads via Campaign > Add existing leads. If i go into one of the assigned leads i see the campaign. Now i want to print adress labels for these leads but i cannot find a filter which gives me an overview of Leads linked to a specific campaign. Q1) is this filter not available? if not Q2) what would be the correct process to manage this? Q3) how to manage bulk changes to leads from a specific campaign
CRM is very slow no longer usable
Hi support, From a couple of days your CRM is no longer usable. The system is so slow as not to be usable. In particular, this issue happens when we send e-mail template to our contacts. Please note that not only the CRM but all a lot of Zoho Service
Mail Merge Template -- Showing Primary Contact merge fields in Account template
I'm trying to create what is essentially an Account profile form using a Mail Merge document attached to the Accounts module. Each account has a Primary Contact, and I would like the profiles to include this information as well as other information associated with that contact, such as e-mail address, title, etc. The Primary Contact field is a Contact Lookup Field. In the setup>>template dialogue, only the Accounts and Users fields appear. Any advice from other users who are Mail Merge ninjas?
Reporting on Sales Activity - Notes vs Call Logs
Is there any way to run a single report that captures notes & call logs from all clients and leads? This would be ideal. I find with my staff that using the "call logs" functionality is a little too complicated and the UI is strained. It is much easier to use notes for logging calls and visits to leads and contacts. I always found the wall between the distinction a little too constraining too - in our business leads and contacts are usually very interchangable and we are spending time with some subset
Define Feeds for all users
Hi! I understand that the feeds needs to be defined by each user; I was wondering if i, as a superadmin, can define feeds for all users so that when each user logs in, they need not define heir own rules but will follow what rule i have set for them.
Zoho can not connect to my mail server
My company email is not being accessed in Zoho no problem getting my email from Outlook or WebMail but the Zoho Connection is not working, nothing has changed on my end as far as settings etc, just happened today
Send reports our though the scheduler in pdf
I have some reports that are automatically sent out using the report scheduler. They are always sent out in an excel format by default. When received, the formatting is poor and they need to be reformatted before people can view them. I would like to be able to send them in pdf so they are easier to view.
showing different language
I want use English. But still showing Korean on Call type. Unable to change from my side, even I try to change
Zoho is running very slowly
I can't access Zoho CRM today and Creator is very slow too. What's up?
Automated lead tasks
When I convert a lead to a contact, why don't the lead associated tasks go away?
Insufficient Privileges error in Email Notification Links
Our install team receives an automated email notification every time a salesperson enters a new job as sold within Zoho. That team member can then click on the contact name link and review the job details. Recently, one of our install team members has been getting an "insufficient privileges" error when he clicks on the Zoho contact link within the email. He is, however, able to get into Zoho directly and view the contact. I am the admin and have not made any data sharing changes. Any ideas what
How should I record the status of a project?
Hi have a Will writing company and managing the document workflow is difficult and so I am looking at joining Zoho to manage all this and everything else we need for our company such as emailing, document templates etc. Currently I am within their 2 week trial phase and once I'm sure this will do what I want I'll subscribe and then pay someone to tailor the platform for our needs. My question for now though is how is it best for me to manage the 'Project' of where we are at within the different
Need help creating formula field in tasks using Zoho CRM Pro.
I'm using Zoho CRM Pro and am trying to build a formula field (Let's Call it Field "B") in Tasks that will copy value from an existing task field (Let's call it Field A) to the new field I am creating (Field "B") if certain a certain value is in task field "C". Is this possible?
Workflow and email to Lead
Hi How can we send automatic emails to a Lead for example ? Thnak you for registaring, please find the info you requested....". I would assume this coulb be done via workflow, but I was not able to configure the "Send to" field (only user, or role available, or hard coding...) Thanks in advance
How to add name to account mangers list when creating new leads
any help would be greatly appreciated
Email Confusion
Evening all I have just signed up to Zoho CRM and I have, I think, integrated my PoP3 email, however, I'm somewhat confused as to which email system I should use in the CRM as there seems to be a few ways to do the same thing. For example I can email a lead/contact from directly in their data record - this then saves the email in their record so I can see what I have sent - so this is good. I also had another button on the menu bar that when clicked it opened a web based looking client. When I
Mail Magnet - in Zoho CRM
Hi all I have just signed up so this may be a simply question for you all. If I receive an email into the 'Mail Magnet' - how do I save it against the lead and/or contact? The email was not generated from within the CRM it has comes straight from the client. I have set up email integration. Many thanks Tony
Leads Reports
How do I keep a constant calculation of the number of leads received over a set period of time? Currently I have noticed that each time a report is pulled on an historical period of time the report output changes if the leads between report requests have been converted. This means that historical comparisons of leads received and converted can not be calculated accurately. Please advise if I am looking at the incorrect leads report or if there is a specific selection which will allocate a count record
Formula function - get Quarter number for a year
It will be nice that the "DateTime" function section has something like: Quarter(${Potential.Closing Date}) so can return 1,or 2, or 3, or 4, or empty. In that way, I can create a report to see the quarterly sales information.
Mail Merge- how to include a field only if it is not empty?
When doing a mail merge with multiple leads, is there a way of making it so if a selected field is empty, it does not insert anything onto the letter? For example, I want to include the Lead Salutation, but for some of my leads this field is empty. If I include it in the merge, for any leads that do not have a salutation entered, '<Leads_Salutation>' still appears after the merge. Is there a way to remedy this? Thanks
Mail Merge Does not retain margins and tabs
Has anyone had this problem or am I doing something wrong? I create a mail merge template with margins, fonts and tabs unique to the document When I go to contacts and perform the mail merge the resulting initial view of the document is fine. However when I go to preview or print or edit the merged document all the fonts, margins and tabs revert back to a system default. So I have to fix the margins etc. I cannot seem to find this system default definition in order to change it even though that
Setting a Closing Month and Closing Quarter
I would like to add 2 fields to the Opportunities form. Closing Month Closing Quarter I would like these to be automatically set based on the Closing Date. So if Closing Date = 11/14/15, the Closing Month would = November, and Closing Quarter = Q415 I tried to use the getMonth field but it does not seem to be working. I also want the field to return 'November', rather than '11'. Can someone help?
Workflow
Can I create a workflow rule to add a product to an account?
See all web visits in visit tab
How can I configure Sales IQ so that I see all the visits (not just known visitors) in the CRM Visits tab?
Inserting fields
Robert, Thank you for contacting us. We assume that you are referring to the Mail Merge feature in Zoho CRM. You need to follow the below steps to Mail This makes sense, but what I need to be able to do is create a standard document and merge a record without having to create interest fields every time I send a letter. Moreover I am trying to create a document that automatically triggers a task of sending that letter when fields are changed within a record. I am sorry if I am not responding correctly,
How can I customize which fields are shown when I choose "Leads" and a list of them shows up?
Hi, I am new to Zoho CRM and so far I am enjoying how customizable it is. However I need to see different fields in the list I get when I choose the Leads module. I found a lot of information on how to customize fields when I open one lead but I need to customize the list of leads. How can I do this? Thanks André
problem with the email quick actions
The limit for sending email by quick actions on the CRM is for all the users per organization? I have eight users; sometimes I can send e'mails by quick actions, sometimes not, also sometimes when I attached pictures, the destinatary don't receive it and also it doesn't appear on the customer card on the CRM, sometimes the action is cancelled for time out. I am using quick actions because it's registered on the audit log and the boss of the company is the form that he control the actions on the
PROBLEM WITH THE FORECAST
I HAVE THREE COMPANIES ON CRM, AND THE FORECAST FOR OCTOBER HAS A PROBLEM. THE ACHIEVE QUANTITY DON'T TOTALIZE; WHEN WE SEE EACH SALES PERSON, IT'S DIFFERENT. I WAS IN A REMOTE SESSION WITH THE SUPPORT AND AFTER TWO HOURS HE DISCONNECTED AND NO SOLUTION. NOBODY CAN SAY TO ME WHAT IS THE PROBLEM . I AM ATTACHING THE PRINT SCREEN FOR THE THREE COMPANIES
Price Book Volume Discounts not getting applied
Has anyone been able to successfully setup volume discounts based on the Flat rate and have Zoho apply this automatically to a quote? I setup a Price Book/Discount with various % discounts for different volumes of quantity. I assoicated this with a Product, and then created a quote for that product. Zoho copies over my discount table in the quote but does not automatically figure out the % discount to apploy based on the volume. Is this what it should do? Why can it not automatically apply the
Why won't my Booking Details show in my Email Templates?
Hi I'm putting together a confirmation email template which tells my customer exactly what they've ordered it and when it will be delivered etc... However, I am struggling to get the template to pull certain information when going through the automations. The contact first-name code - ${Lookup:Contact Name.First Name} - is putting in their whole name instead of just their first, and we cant figure out why. Any help would be greatly appreciated Dale
Contact Report
I inadvertantly deleted a Contact Report, anyway to bring that back?
Business works BTB & BTC
I have a financial planning firm that works BOTH business-to-business and business-to-consumer. For instance, we help businesses establish pension plans, key person insurance arrangements and the like. We also work with individuals with their retirement plans, investments, etc. Within Zoho, I am under the impression that the system can be structured as Either BTB or BTC. What I want to know is (1) can it do both?, and if so (2) how? Thanks, Bruce
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