How to Import Contacts, Activities etc. from 'Account' to a 'Potential' in the same Account?
There must be a way to import or move all contacts, tasks, Activities, Documents etc. from an Account or a different Potential to the Potential we want. A project is fluid, changes and re-assessment processes need to made easier. For example, We have only an 'Add New Contact' or 'Add New Task' option. What if I have tasks that were made already and due to either human error or changes in project direction I want to now add it to a new Potential or Account? This is not possible without cloning each
Email Templates
My email templates selection box only displays 2 templates! How can I see the others or select a different one to the ones that are displaying?
Possible to include URL parameters in web tab?
Hi guys, I'm hoping to pass a URL parameter to a web tab so that each user can have customised content. It doesn't seem like it works at present. See screencast for details. Any work-arounds? -- If you need any help with this or anything else related to Zoho, give me a buzz on +61 414 885 787 or email me at jeremy.nagel@nuanced.it
emails sending from on behalf of
When people receive our emails they do not come from our regular email. Instead of our url, the email comes from the zoho.com and on behalf of me. It is very confusing for our customers. How do we set it up so that the emails just come from our @mottoinc.com? thank you
Partial matches of company name when converting a lead into an account
When I want to convert a lead into an account, the company name in the "Company" field of the lead might be a partial match of an existing account's name. E.g. Lead company: Acme Account 1 name: Acme Limited Account 2 name: Acme Ltd. Now it would be nice if the conversion dialog offered these both partial matches to select from, not just to create a new account. Is there a way to achieve that such partial matches work? What I found is that only a full match is offered to be chosen. Thanks
Flag in Zoho when contact or lead is member of lists in MailChimp?
Hi, is there a way I can have a flag in the Lead or Contact record in Zoho CRM, that says whether the record matches a name or email in one of my MailChimp lists? I'm looking for a dynamic link that updates as new people sign up in MailChimp rather than, say, a one-off data comparison exercise. Many thanks! Kevin
How to Integrate the CRM to our website ?
How to Integrate the CRM to our website ?
Adddate - formatting result
I am using Adddate to calc an end date form a start date which is working fine. However the result is in the format dd/mm/yy hh:mm am Is there anyway to format this to show just the date, rather than date/time
Problems with setting up my e-mail in Zoho mail
I have talked with my e-mail provider and they say that I should use port 26 - Not possible Any ideas?? Regards Kim
Export of the data base into Excel
I am using the FREE version of ZoHo and want to export my data into an Excel DB. This function is limited to 1000 contacts but there seems to be an option by first doing a Data backup. This Backup costs 10 Dollar. I tried it several times with different browser and credit cards but it does not work. Does anyone has an idea what to do?
We are a b2b business. Most of our leads do not have last names - it's a required field.
The only way that I can see around this (which I think is crazy because why does Zoho require a last name??) is putting in my own work arounds, which affect other functions like tasking and once I convert a lead into a potential or an account. Any help is appreciated! I'd love to see this NOT mandatory... because the task ends up not having the company name - only the lead name, and if you follow what Zoho tells you to do which is put a '-' if you don't have a last name, then your tasks have no
Activity End Date show wrong
Hi, recently we have noticed a very wierd error and it is actually very bad for us! We use "events" to create our services to be delivered. All services have a start date and an end date ... until about 1 week ago everything was perfect and suddenly all "end dates" of our events show 1 day later. Even though when I open the event to modify the date, the date is correct in the modify window but shows 1 day later on the activity main window. I am attaching 2 screenshots VERY URGENT!! Thank you very
Email from lead not showing up in CRM lead record
Hello again. I'm in the process of testing the email functionality within CRM, specifically communications to and from a lead. My problem is that emails sent from an established lead from the email that's in the lead record is not showing up in the lead record when it's received. The mail box is set up as public. Please help me understand what is wrong. Thanks!
Captcha - How to insert into form?
I am building a website contect form. It generally works fine. But when trying to place a captcha I cannot select the item "captcha" neither can I select "file upload". Both are located in the extended tools section, whereas all items from the field list ("Name", "Surname" etc.) work though. What's wrong? Tnx.
exchange rates issue
Hi, I have such situation: in our company we have home currency USD, but meanwhile we are also operating in MYR, so i already implement multicurrency option, but the problem i have is that we dealing with some of our clients using fixed prices in MYR that can not be changed, this prices based on exchnge rate between home currency and additional currency, but in the same time we operating in MYR with our other client but using current exchange rate in this particular day, that is why i'm facing with
How to create a case?
I upgraded my free trial and now I'm missing the 'Case' module. Is that something extra you have to upgrade to or do I just need to add it to my CRM?
Birthday Reminder Notification
In Zoho CRM can I set a Birthday Reminder notification for all my contacts every year?
How Do I Add "Today's Events" Category to an Activity View
Hi, Currently I find "Today + Overdue Tasks" with columns for Customers, Open Potentials, Leads/Contacts and Others (see attached) convenient. This gives me a list of things that are happening and need attention. I would like to add an Events category. How do I do this? (I don't really know what the "Other Category" is for so I could replace that). I have tried editing the view but it seems to only affect what's in each column. Thank you in advance. Paul
Users can not see info in various modules
I have one user who can not see anything in the Accounts module unless he is set as admin, though based on the settings for both his profile and his role, he should be able to. I have a second user who has the same problem only it is with the Leads module.
Having to manually press the 'Calc Tax' button in Quotations is crazy
We have just started using the Quotes module but are finding it a painful process. Is it just us or does anyone else find it very strange to have to remember to manually press the 'calc tax' button for every single product that we add to a quote? And then even worse at the very end, we also have to remember to manually press the same 'calc tax' button in order to calc and display the final tax amount to add to the sub total for that quote? I have a never seen any system that can't perform an automatic
How can I prevent users seeing activities about other users from a different territory?
Hi, We have a territory called 'Circle Crimson & Co' and another called 'Australia' - the users in these territories have the same role (in this case, core consultants), but I do not want them to be able to see what the other territory is doing. Currently Circle Crimson & Co users can see Australia user's contacts, companies and activities. Please let me know which permissions I need to change to stop this happening. Thanks, Nicole
Web Site URL check Problem
Your new URL check feature doesn't work properly. For example this url "www.ci.bonney-lake.wa.us/" is correct but ZohoCRM gives an alert as "Please enter a valid Website" and then it doesn't save the URL. Please could you fix it ASAP because we don't enter account web site URLs and we have lots of URLs like that. Thank you in advance your quick response. Regards, Murat Y.
You email delivery via Zoho CRM does not synchronize with my zohomail
Hello everyone Before when I sent an email from Zoho CRM (a template of emails to potential customers individually) would have my email folder and the sent the message that was sent looked, it was like synchronized. But now this no longer works, send an email with Zoho CRM and no longer see in my sent folder. I hope you can help me indentificar the problem. Thank you
Mandatory Check Script
Hello. I'm having an issue where it appears the mandatory check script for my forms is not working. The lead submission successfully fires all of the right actions - auto response email, auto entry into CRM, etc. On the web page it's self, when the form is filled out, submission is being allowed even when required fields are not filled out. Can someone assist? The form is located at http://www.quickhomefinancing.com/forms/purchase. As an FYI incase it makes a difference, the Zoho Sales IQ script
Zoho CRM recommendation
Hi. We ware looking for a type of Zoho CRM with the following features: Ticketing system Live Chat Which version is mostly recommended and how much? Thanks
Importing an excel database
I tried to import an excel database to Zoho CRM but the system mixed up the different criteria. I am not sure what the problem is since the excel spreadsheet has one column per criteria and the CRM system combined first name, last name and organization all in one.
lead-contact
How do you move a lead to a contact
Free download
How may I download the free version of CRM?
Selection Criteria on Field on Custom Related List
I have a related list from a custom module. Currently I have chosen the fields and it displays correctly. However my question is> Is it possible to show only the rows in the list that meet a certain criteria? Eg if my columns are Name, Sex, Hair Colour Only show those whose Sex is Male? Any ideas would be great. Thanks
Additional Tabs based on Lead Status
Is it possible to create additional tabs based on Lead Status? Also, when a new lead arrives, is it possible to auto refresh the current tab?
Combining different versions of Zoho CRM in the same company
Hi, I am wondering if it is possible for different users to subscribe to different versions of Zoho while still working in the same company? For example, our digital marketing person would like Zoho CRM plus, while our sales employee might only need Zoho enterprise. Best regards Latif
template
We would like to create a newsletter format that is template based, where can I fine this template
Counting items (products) in Zoho?
Hi, hope someone out there can help with the following issue.... Our company is using the free version of Zoho. We receive many inquiries regarding our products and services, which we enter in the CRM as leads. Because our products/services can be divided along two lines - finished items and options for cooperation - we assign each lead one of two campaigns, A for people who are interested in the items we sell and B for those who want to work with us. The issue we are having is the fact that we would
Lock Users to IP - Ip Locking
Hi, I have heard that users can be locked to our office IP. could you confirm this is possible for a CRM user and guide me with steps. Thanks
adding contact
hi i have to add more than two contact in single account how to proceed
Support and new CRM integration
We currently use Zoho Support and looking to purchase CRM and wanted to know if:- - Can all the Account and Contact detail in Support be transferred to CRM? - Can we then continue to use Support and start to use CRM as the main storage for Account and Contact data? - Can Support Ticket data be viewed by my colleagues in CRM even if they are not registered Zoho Support users? Hop you can help this integration to CRM,
Weight Calcs
I created a unit weight field on the products area. I would like to auto-calculate the weight on a quote so I can estimate the Freight (grand total for the order). So a calculated field of unit weight x order qty summed up for all the lines. How do I do this?
Whan you modify an activity from a Potential
Hi guys, this is the issue that I encuntered. From inside a Potential I create a new activity uusing Log a call . Then I choose an outbound Call type, Completed call in details, I put the description and I saved . Then from the Potential details I edit ed the call. First issue is that marked as an inbound call even if I selected outbound when I created it. Now, once I save my modifications the activity disappear from inside the Potential . I can only see this activity in the general activities list
Terms flowing from Acct to Quote/Order/Invc
I created custom form for terms in Acct. I would like to add this to Quote template and flow on accordingly. How do I do this?
Re: Danish
I saw on your site that it should be possible to view Zoho in Danish, but I can't find danish in settings and Language?
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