Iframe, file upload & Captcha not working.
We have successfully setup Zoho CRM account. But when we tried to create a web to lead from from our account we were not able to use advance tools options (File upload & Captcha) in our web from. Also we didn't see any option for iframe (kindly check attached screenshot) Kindly confirm are we missing any thing as part of initial setup or these feature not available in free version (3 users)? Kindly confirm on this.
Uploading data as a percentage
Hi In the CRM I have been trying to upload data that is expressed as a % in an Excel worksheet. I create a field in the CRM, using the % format, but when using the upload function it does not import the data. I have had to work around this be importing as an integer. But this is not a very satisfactory solution. Can you help? Johnathan
PO from Sales Order
I am a Reseller and would like to be able to create a purchase order from Sales order data, including requesting the distributor to drop ship the products directly to the customer (customer as 'ship to') as I do not want to warehouse the product. I do not see these features currently but I am also new to the product. Can I do these things today, or do you have plans to add these features soon? rjohnson
Replace the home tab with an uploaded logo
The number of modules in the menubar annoys me a bit, I have disabled the ones I don't use, however, one module keeps going into the "more" or "..." symbol. When clicking that, it fits nicely in with the rest on the menubar. So it clearly is space enough. However, what about removing the "home" tab if you upload a custom logo - let the logo be the home link instead?
Can one change/add criteria (other than email) when checking for duplicates when importing leads?
Hi, In our company, there are clients that use the same email address but have different establishments/companies (with different names) which are seen as separate entities. Unfortunately, when importing these leads, they are seen as duplicates (due to the same email address) and so a large proportion of our data is not imported. Is there a way to increase the criteria for duplicate search to email AND company name when importing leads to avoid this situation? Many thanks!!
Send Estimates Inside of Zoho CRM
I am a subscriber to both Zoho CRM & Zoho Books. When I am inside of Zoho CRM and I create an estimate under the zohoo books tab, how do I then send this estimate to my customer while still inside CRM?
Zoho CRM email template
Hi, I would like to know if it's possible to take a HTML email that I have made in Zoho Campaign and take it to use it in my email sent in Zoho CRM ?
How to handle expiring contracts
Hi. I am quite new to Zoho CRM. I have tried the pro version, but I cannot handle the following need. I sell annual services. I'd like to know when a service is going to expire and send an email to my clients, or a report to me so that I can contact them. Is it possible to do this with Zoho CRM? What version do I need? Thank you
Use company name as lead and not contact
Hi, I have just joined a company where the lead name is being used for the name of the contact person. This means that we have multiple entries of the same company but for different contacts. I need to consolidate this into just one single company entry with multiple contacts attached. How do I go about doing this? Thanks in advance. Tom
Contact History
We want to create multiple history for each Contact: Education Benefit - Amount, Date Received, Name of School, Course, Year Level, Etc. Medical Benefit - Amount, Date Received, Nature of Sickness, Referred by Transportation Benefit - Amount, Date Received Burial Assistance - Amount, Date Received A Contact may have availed of some or none at all. Can this be done with Zoho? Thanks!
How to Export Mobile Numbers to Excel
I want to export Lead's First name and Mobile number to Excel. Kindly guide me. growth@businessgrowth.in
Show related company contacts in a contact's view
Like when in an Account I can see the related contacts on the right, it would be nice if I go into one of these contacts, i keep seeing the other related contacts on the right. a)makes navigation easier within an account and b) i can see there are possible other contacts within the account.
Uploading contacts to CRM with (CRM) Campaigns
I am importing client data from another system. We are importing all the contact - not a problem. However, we need to associate the contacts with the campaigns they belong to. How do we add the contacts to the CRM Campaigns in Zoho from an upload? (NOTE: Not talking about the separate campaign system - just CRM).
auto responder?
Can Zoho be used as an auto responder? Moderation Update: This is to inform you all that Zoho CRM’s Autoresponder feature will be discontinued by September 30, 2025. If you're currently using Autoresponders to automate email follow-ups, we recommend switching
Scheduled Mass Email Status
I know this has been discussed very often on the forums and the answer is typically to use a 3rd party or Zoho Campaigns. However.. How do you see if the mass email that wash scheduled is complete if it is more than the daily allowed emails to be sent? I have a list of nearly 2000 contacts for newsletter distribution, I like the template format for the mass email because it allows me to post an attachment to the email. I do not want to switch to campaigns. But how do you know from a report setting
Two people using same "Sent from" email
Is it possible to have an email that comes from either of two users sending from the same (Company) email address when sending an email from inside the CRM?
Ampersand in account name leaves "&".
Can you guys make it to where it just leaves "&" instead of "&" whenever I put a "&" in a account name.
Capthca form not working on IE for web to lead form
we have a web to lead form set up on the following page - http://turu.com.au/register-your-park.aspx unfortunately, we aren't able to view the Captcha field on Internet Explorer. Please advise how to resolve?
Date field in web form: 05/30/15 is recorded as 05/30/0015
When a user enters an inquiry using Zoho's web-to-lead form, if the date is entered as "05/30/15" it will be recorded in CRM as 05/30/0015 instead of 2015. It would also be nice to have a pop-up calendar on the web form.
Updating Tasks within Contacts
Hi, I'm a relatively new user with lots of questions -- is there a way to edit tasks from within each contact? It seems that I can only get back to it from the Activities screen? Thanks in advance for your help!
still getting reports after user is deleted and not in report scheduler
i am still getting an ex-employee's daily report sent to me. employee is no longer an active zoho user and it's not in the report scheduler. any ideas? thanks.
Can not set a field to mandatory
I go to customizations / Layout / Check a field to be mandatory and it does not get updated and it does not become mandatory. How can I make a field mandatory?
Setup for a private elementary school
I want to setup ZOHO for my elementary school. I need to track households with multiple children as leads and students. I also need to be able to handle multiple households for one child. Any suggestions on table structure or customizations?
Matching imported contacts with imported accounts
I am evaluating ZOHO. I'd like to import records exported from a CRM called IDSS. I have an export of Accounts, with an account n ame field, and an export of contacts, with same account name field. I'd like to get this into Zoho with the contacts properly mapped to the accounts.Suggestions?
how to create lead through web hook?
i have written a webhook but neither i am getting failure nor success? Can anybody explain me that.
New Organisation Error
Hi, We imported a lot of contacts a while back, without any Organisation attached to them. I've been going through and creating these organisations, which is taking a while but has been going fine until yesterday. I'll create an organisation, but when I add it to the person's contact record through the 'edit' button and the pop up screen (in the way I have been doing regularly since we got Zoho at least six months ago), Zoho will 'create' a different version of the account, which has ' in the
Emails addresses not importing
I'm trying to import new leads. My spreadsheet has a column with e-mail addresses, but no e-mails import everything imports as false.
follow-up button
what does the follow-up button is for? What happens if I push it?
CRM Report Question
I have created a report for email opt in's and find that there are multiple entries for each account. I only need to see the company name, email address and full name, its telling me that on the first page there are 2000 but it seems to be including multiples so i don't think that is the case.
No Error No Output?in webhook
here is my webhook details URL to Notify https://creator.zoho.com/api/xml/write by POST Module Leads URL Parameters Append Entity Parameters Parameters in Standard Format No CRM fields appended from Leads as parameters to the URL Parameters in the User Defined Format Parameter Name XMLString Value Description <ZohoCreator> <applicationlist> <application name='voicera-summary'> <formlist> <form name='Leads'> <add> <field name='Company_Name'> <value>${Leads.Company} </value> </field> <field name='Last_Name'>
Free forever? Or for 15 evaluation days?
HI, just signed up for the "Free Forever" plan for 10 users. However when logged on the system says that i have 15 more days left to use testversion... Which is it? As do not want to engage too much or place a lot of work building up base of leads if forever only lasts for 15 days...? Our company is yet new and small and will cope with 10 users still for a while. Grateful for response!
Territory management, automatic assignment when converting lead to contact?
Hi, I am trying to setup territory assignment rules based on country. When I set up the rule I can chosse "Billing country" and/or "Shipping Country" but in my contact form I only have "Mailing country" and "Other country" field. How should I do the assignment rule based on the value of the "country" field in Leads that is converted to "Mailing country" in Contacts? Thanks, Roger
contacts that have moved on to another company
Hi I have a number of contacts that have left one company to a completely different one, what is the best way to deal with these in the crm. Is there some way i can link the contacts to all companies concerning rather than creating duplicates?
ZOHO is not processing my formulas?
Hi everyone, I have this problem with the ZOHO. I need a formula to process varios fields and construct a number, for serialization of the clients and projects. Wy is not working the formula?
How can I keep segment leads/contact info so that a single users does not see all leads/contacts in the entire system?
We have a contract rep doing some telesales, and need to put him on the system and provide him with lead lists, but need to make sure he can't see all of our other contacts, etc. Is that possible, and if so, how?
Permissions
Hello, I;d like to have 2 tiers of User Accounts. 1 for administrator. and the second one for salespeople. I only want the sales people to see leads and that's it. Where would I go to set this up? Thanks.
Account ID
Hello everyone! is the Account ID from Account table primary key? In my account table, every time when I create a account, zoho automatically creates a account ID for that account. For my understanding, account ID should be the primary key. But it seems like it is not because when I export some accounts with the same account name, update them and re-import in zoho according to their respective account ID, all the info go to the 1st account name that has been created. So zoho does not take into
auto number sorting is funny
I put auto number and sorting 1 10 100 1000 1001 1002 ... what is this?
Mass update Contact Fields based on Unique customer ID# (Custom Field)
I am using ZOHO for B2C functions. Each Contact/customer has a unique Customer ID# which is a custom field for us Based on this unique customer ID# I would like to mass update another custom field that indicates the customers current status with our company based on previous months patronage For example: There are 100 customers that are listed as "Current" then next month 50 of those customers have now been labeled as "Lapsed". How do I upload a list to update each individual customer who's status
Case Report That Shows Percentage Breakdown?
Hello, I am on a Zoho trial and am playing around with the system. Could someone tell me if there is a report that shows a group of cases broken down by status where it lists the percentage amounts of each status? I am using the "Case By Status" report and I see that there is an option to have graphs display but I do not see any option to include a percentage listing. Our situation is that we have a bunch of new companies that have access to use our software. We need to reach out to this mass of
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