Imports - what does this mean?
Do I need to have every field represented in the csv? Where does it allow you to sync up the fields from csv to the fields created in a lead file? Still playing around with the trial format and need to talk to someone at the company but hoping to schedule that for later.
Viewing on Texas Leads
I have 7000 leads in my database. I want to view only the leads that have the State listed as Texas. I can sort them, but then I have to scroll down to them. How can I refine my list to show only my Texas leads?
sending email from opurtunities
Hi, When i'm on one opurtunities, and i want to send an email. the box is open but i can't write. sometimes i just can enter the object but nothing else. And if i choose a model of mail nothing happened ! please help me ! TX claudine
IP Allowed
Hi, I need configure trusted IPs from which the users can be accessed. This link https://www.zoho.com/crm/help/security/allowed-ips.html explains how to set up, but my instance of Zoho does not have this option. The functionality, are there more? Thank & regards
Zoho and Accounting (Xero) integration: Webinar on 4th Nov
Hi all, We are conducting a webinar specifically for Zoho-CRM users on 4th Nov. Topic: Increase sales efficiency with Zoho-CRM & Accounting Please register for the webinar here. [Limited seats] At the end, we may also provide a 5 min demo of the upcoming features in Zoho-Xero integration by Pipemonk. PS.: Sorry, if I'm spamming here. I thought that webinar could be a learning opportunity to some Zoho-CRM users who want to integrate accounting apps. Thanks, Rakesh
Use of Related List
Can you please elaborate more on how a related list is use for, is there an example can share? Pls advise.
cannot edit fields
We've taken out a trial of Zoho CRM. I've used Zoho CRM before and on the other site I could always goto Setup/fields and I'd have an edit button beside each field. But with the new site I don't. I thought it would be a permissions issue, but I'm logged in as super administrator, and I can find no permission that changes this. I also thought it may be because of being a trial, but the first 15 days of a trial are the ultimate version, so Im thinking this is not the reason. Is there a permission I'm
How can I tell if the people I have invited to a meeting have accepted or not?
When i open the calendar item that I have created in Zoho, I can't see a list of the people I have invited, nor and indication of whether they have accepted or not. 1.) Is there somewhere else that I can see this? 2.) I have this 2 way synced with Google Apps and despite one of the participants having accepted the invitation, it is not showing up there. Am I missing something, or is this really a feature that Zoho does not have?
Is there a way to export all of the emails from my contacts?
Is there a way to export all of the emails from my contacts?
How do we send an alert when the Stage duration for a stage is 3days?
Hi I would like to send a workflow alert when the stage duration of a stage is 3 days old. As i cannot find the "Stage Duration" field when I am setting the rule for the workflow, please advise if there is any work around way. Cheers Luke
Facebook doesn't connect to my Contacts
I can't correctly connect any of my Facebook to my Contacts. I am logged in and ZOHO has rights. When you hit the Facebook icon... it will bring up people but not the correct one. I am using the "free" version of ZOHO and will think about upgrading but want this to work.
How to remove "Mr" in a mass update
I have hundreds, if not thousands of "Mr"s before a name in the Lead Name column, which ruins the alphabetical ordering and I can't tell if they're duplicates or not. Is there a way off mass removing this from each name? Thanks!
Allowed IPs
Hi, I need configure trusted IPs from which the users can be accessed. This link https://www.zoho.com/crm/help/security/allowed-ips.html explains how to set up, but my instance of Zoho does not have this option. The functionality, are there more? Thank & regards
Access
How to control access by industry type for different users
Picklist - sharing between account and opportunity?
I have created a picklist in Accounts, with 15 values. I have the same picklist and values in Opportunities. Is there a way to share the same picklist between functions? Or do I need to manually enter the values in both places.
Convert Process - Create a new Potential Check
Hi, It is possible set this field by default checked? Thanks & regards!
Apps & Add-ons
I go to setup - Apps & Add-ons- no Google anything. Please help
Field change reports
I found this question from another user that went unanswered, but I'd like to revive it. I have a custom field that is essentially a ranking of 1-5. We rank various accounts in terms of the intensity of business development we're applying to them, and we keep track of how many accounts are in each rank and set goals for moving an account from one rank to the next by set criteria. Is there a way for me to report on how many (and which) accounts move from Rank 1 to 2 or Rank 3 to 1 and so on? Our
Email Template - From field
Hi, It is possible add a non email user in From field? Thanks & regards!
Zoho CRM Printing Preference problem
Hi All I am trying to send an invoice via Invoices Tab in Zoho CRM I open the invoice and MoreActions>Sed Mail>Select Template> Send The resulting PDF takes up the whole page . i.e no border space. Zoho sent me some corrected html code bout it didn't work. Can anyone help? Kind regards to all Omero
duplicate record management
Hi, I'm new to Zoho so I apologize in advance if this happens to be a silly question. I run a basketball club and I want to import my member list, but the system i'm importing from allows the member to register more then one player in single instance (siblings). The system creates separate forms for the all of the registrant dat, but allows the parent/guardian to use the same email address for each registrant in the group. This makes sense for the user entering the details for kids from the same
We would like the ability to force a specific order quantity for Product
when a standard user add a product in sales order (Module), they should only be able to add product in quantities of “25” or “50”. They should not be able to type in any number they want
sales pipeline report for opportunities - data is presented wrong in display
My issue is that sales pipelines should show the strongest / highest % at the bottom of the funnel and the lower probability at the top. The hierarchy should be: 10% 20% 30% 90% etc It displays as 90 30 20 10 How do I get it to reverse the the order?
Mass email campaign sent items
How can i see easily which of my leads you decided to send emails to, and which you did not send emails to? i am not going to go through every lead to see what you choose and what you did not. please help.
Contact Info
I hv "Account" and "Vendor" which both are looking up contact information (e.g Contact Name / Email address... etc) from "Contact", and it's necessary for us to have both "Account" (buyer) and "Vendor" (sell) on a same module. There are 2 contact field in my Sales Order module, which each meant to show "Account" and "Vendor" information separately. but when Account/Contact was chosen, the Vendor/Contact will automatically show the same "Contact" information. Is it possible to separate them as it's
alphabetize contacts
Help, I need to alphabetize my contacts otherwise I can't find anything. How do I do it??? Celeste
Adding a member who didn't respond to the automated e-mail invite in time
Does anyone know how I add a team member who has already been invited, but didn't respond in time and now the invite has expired? I have deleted them and tried to add again, but now it says that the email address of that person already exists. Any help most appreciated!
deleted contacts
For opportunities, are they retained when we remove a contact from one account to which they related? Or they remain on the account? Thank you,
Web to lead form also send email?
I am creating a web to lead form using the Zoho CRM form builder. Would like to add a function so that the form information is also send out to an email address. Any advice for doing that? I can add the code just not sure what it would look like. What do I add and where?
how do I change my "role" from Sales to Sales Manager?
How can I accomplish changing the role?
Import Export problem
I imported about 200 leads. When I run a report and/or run a View using the "Lead Source = Conference ACVC" the report only returns 10 leads. I have checked the lead source field and the all contain the proper source, spelled correctly, etc. No other criteria is being used. If I change the criteria to the date I imported the leads I get all the leads with the Lead Source field that contains "Conference ACVC", very strange. Any idea why my results are not correct when using the lead source field?
Leads
Is there a way to covert all of the leads to accounts in a mass action? Subsequently, is there a way to export all of my leads to csv file?
Best practices and documentation for setting up for B2C
I am looking for step-by-step documentation on setting up Zoho CRM for B2C and the related best practices. Where can I find this?
Blending Order and Call History
Hi - I own a flower shop and place 'reminder calls' to people on the anniversary on previous purchases to get them to buy for mothers day or valentines day.... or whatever. I wrote a Microsoft access database to track all the calls and the call result. I import sales history from my order system. . Sooooo...... if I pull my customer, sales and call history over to Zoho, can I create a call list that brings all this data together onto one screen so I can see the history of this customer before
Cannot attach files to CRM notes
Hello! Our users cannot attach files by clicking the paperclip icon in notes. Sometimes after clicking it many times, it works. But usually not. Reloading the page does not help either. The problem is happening in Chrome, and Opera browser. In Windows and Mac. It's been happening for many weeks or longer. Attachments are crucial (for estimates, brochures,etc.) so we have stopped using Zoho products until we can migrate or resolve the issue. thank you
Can you sort Territories?
We recently enabled the territory function as it works well with our organization. Each Sales Engineer has a three-digit territory number, that reports into one of three geographic sales regions. We just added a new Sales Engineer whose territory number falls between two others. When I added his Zoho territory, it was placed at the bottom of the list. The regional sales manager will want to see these in order, and there doesn't appear to be a way to sort these. Is this true or am I missing something?
Industry list not working when using web forms creator in Zoho
When we create the Zoho industry picklist we add the values we need, but when the same list appears in a web form generated through Zoho its completely different. Is there a way we can get the Industry list we have in actual system into our web form? I've added screenshots of my form fields on the web that was generated from the Zoho form creator. And here is what we see in the Zoho admin settings for Industry picklist
Web form Format
I have a couple of issues with a web form. The first is that I've changed the form background to blue. The preview mode looks fine, but when the form source code is embedded on a website, white spacing between rows shows up. The second is that I'd like to change the color of the "submit" button, and have white text on the button. Is that possible?
Edit Contact Photo with CRM Mobile and see large Photo in Contact view
Is it, will it be possible to edit Contact photo with CRM Mobile and see large Photo in Contact view. Currently photo is only show in list, to small, and isn't editable. Our workaround is Zoho Leads App for capturing new people, cool enough! But created and affirmed leads will be contacts, to be checked mobile with CRM App. Also replacing photo, if needed. Thanks for advice. Check mobile app with big photo in edit view: „Odoo Mobile“ für iPhone, iPod touch und iPad im App Store von iTunes ,.
Issues with new users
I created two users and emails of the users are associated with another account in Zoho . I need only users are related to the Zoho account of Toolnology.com Users are administracion@toolnology.com and cbottone@toolnology.com. Thank and regards!
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