How can we copy field value to another ?
I would change a type of text field to the value list. This is not possible. Also I would create a new field list value and copy the old text field to the new. Is this the right formula? Is this possible?
Duplicacy of Data
I am constantly trying to create a concise report which gives me single entry of the data, but there is lot of duplication of data in the report. I have attached the image for your reference. Kindly help me for the same.
Analytics intergrated on WIX
Hello, Would the analytics tools work on WiX ? as i have found that most do not.
Zoho Sales/Support Atrocious
5yr + Infusionsoft customer and I wanted to check out more options as I may (or may not) get more with my money using Zoho. After spending a ton of time sifting through your scattered bits and pieces of what you can offer and calling a phone number, we get a man in another country that keep's placing us on hold to connect us to sales. HELLO we called the number that said sales, why are we being connected to a tech specialist? Strike 1 as it seems your infrastructure is as cluttered as your website.
Sales Reports Not Updating
Good afternoon, When we modify our potentials stage to sale, it is not immediately reflected in our sales reports. Despite refreshing the page and double checking information-the correct information isn't displayed until an hour or so later. We've never had problems in the past but over the past week, several users have reported the same problem. Appreciate any help you can offer, Stephanie Pickup
Trying to create a webform in ZOHO
Hi everyone, I am attempting to create a web form in ZOHO that will eventually have a form location URL and a landing page URL, and I read that you can use the * symbol in both of these fields in the meantime, while creating the forms. However, after adding the asterisks in both fields I still receive a prompt to "Specify a valid landing page" when clicking Save to complete the form. Does anyone have any advice on how to resolve this? Thanks so much, Sofia
CRM Potential/Opportunity: connect to contact and account
In CRM, currently when a Potential (what we call “Opportunity”) is converted and moved over (via either closed lost or closed won scenario) the Opportunity attaches to the Account Record. Then from the Account Record, the main contact that was associated with that Potential/Opportunity is referenced and any relevant note history can be viewed via the Account or in the lost potential/opportunity. However, this creates a big gap in our note history for our Contacts. We’d like to have Potentials/Opportunities
Need a report that gets me new customers of last quarter (even though account may already exists for a while)
For a report I need to be able to present all new/reactivated customers of the last quarter. I cannot use account creation date or anything like that, as accounts may have been in our CRM environment for while but no potential has been won yet. So I want the report to include accounts at which we have not won a deal in say for two years, but we did win one in the last quarter. Any ideas? I have advanced reporting in place as well
contacts or leads
hi I have just started using Zoho CRM. I have a wedding and events business where clients book either our DJ, Photobooth or décor services. Do I add all the clients in the leads or contacts, Sorry probably a silly question but thought I ask before I start adding regards tony
Is there a way to track sent emails (outside of setting up a campaign)?
Im on a trial with ZOHO, and just about to make my decision to go with it for our sales team. One feature that appears missing, but is CRITICAL for us is the ability to tracked emails sent inside the CRM (outside of the campaigns feature). Is this something that is available? Frankly, it is a feature with a host of other CRMs, including Agile CRM, which we are considering switching away from, but this is a must have feature for our 15 sales reps.
How to work with multiple currencies?
I sell products in Brazilian Reais (BRL) and in US Dollars (USD). How can I use both on the potential revenue if this only accept one currency?
Undelete a Report
Is it possible to undelete a report, some how zoho deleted one just now when i was selecting to go to another record contained in this report.
OLD PROFESSIONAL
What does this mean? I can no longer see what are the details of this plan. How many records can be stored in my crm now? is it the same with STANDARD which is 100k?
Leads states: The view you are trying to access is not available
When trying to view leads from the leads tab, I am getting the error outlined above. See attached screenshot. I can still access individual leads if I search where they can be edited, updated, managed. But I am unable to view any lists at all, including out of the box or custom build views.
Can only "some" users in an organization be upgraded?
We have a sales force that will need to be on the "Pro" version of Zoho, but most admin staff are fine on the standard free version. Can I have sales staff on the "Pro" version, while the balance of the staff use the free version? That way everyone has the same database for contact information, but the sales people and their managers have more functionality in the "Pro" version.
How do you include both a business and home address for the same contact?
How do you include both a business and home address for the same contact?
Associating Calls with Activities
I need to link the recorded call log with the activities in a report. I can link them in the Activities tab w/ a custom view, but I need to be able to aggregate the data in a report. Selecting Calls as first module does not let me select activities as related module.
How To Segregate Your Tasks By "Leads vs Accounts"
Hi Everyone, Very nice to see there is an active Zoho community. I have a pretty simple question for anyone here who can help. Is there a way to seperate your open activities by those which relate to "accounts" and those which relate to "leads." I'm not seeing an option to do this and would appreciate any help someone could provide. Thank You, Max Ringelheim
Mail Merge - Address Label Template
Hi, I cannot believe how difficult it is to set-up simple mail merge functionality in Zoho CRM. I have looked at the forum and have found people having lots of issues so I have a very simple question: Does anyone actually have a Mail Merge template, that produces address labels and can be uploaded and utilised in Zoho without the need to export data, or use Word plug-ins? If so, is there any chance you could share it with me, please. I am able to export data, and use this to create mail merge labels.
Loading several leads with excel
Hi, I would want to know if it's posible to load several leads to zoho simultaneously using some kind of file like excel, because loading them one by one filling the form is very slow. Thanks in advance
Match a Lead into and account
A new lead is created in Zoho whenever someone places a lead form in our website. How can I assign that lead to a new account?
How to change Industrie
How can I change the list of industries?
Map Fields
Now I am really confused. I wrote in another post that I need info from the accounts tab to be the criteria for the contacts tab in doing views and reports to email. (Emailing Contacts based upon Account criteria) There apparently is no real solution to that issue. SO I DECIDED TO TRY A NEW APPROACH - I created matching fields in leads/contacts/accounts and "MAPPED" them. I was under the impression that when you changed one all the others would follow. I tested this to be UNTRUE. I need all fields
How to apply IP restrictions for all users in Zoho Crm?
I want to block all users from accessing CRM outside the organisation. How can i control IP restrictions for all users from super admin account in Zoho CRM. i can see that there is a ip restriction option in accounts.zoho.com but it can be updated by every individual users as well. I need a global setting applied to every user. regards, Anurag
Hidden fields
When creating a web form to place on my Wordpress site, the hidden fields I have included, are not showing up in the script for the form. I am being required to add these fields manually. Is anyone else having this problem? Does anyone have a solution they can suggest?
Search engine does not execute
for some reason today the search engine on the right hand side of the screen is not responding. I tried in safari and in chrome for mac with no results.
Can the Zoho calendar have eash user colored so you can differentiate between different appointments?
I have a very small client who is looking to use Zoho for their grooming business. They have two users, and would like to have different colors in the calendar for each person so they can tell who has open time much easier.
New Task will not published to Calendar
I create a New Task from Activities page and I can't see the Task that I create on the calendar. Why?
Integration with LiveChat
For a significant number of customers we need an integration with LiveChat. I noticed only Salesforce and SugarCRM are listed in their CRM integration program. Do you have any plans to integrate with LiveChat? Are their other ways to have a satisfied integration?
Can't set access permission for fields
I am trying to set access permission for fields. If I go to Setup --> Users & Permissions, there's nothing that let's me go further with Permissions. There's no Fields and Links Permissions link or any other link. How do I set access and visibility permissions for different fields. Thanks.
Events calendar feed of Calendar on Mac
We are attempting to setup and test Zoho CRM, but having an issue with the calendar feed. All of the other CRM's we have tested have a Subscribe link to copy can paste into Apple Calendar. I can't find any such link in Zoho. Please advise.
One of our users cant view any of the records loaded into the system
Can anyone help? We have loaded a very small amount of data to test with but one of our users can't view it. He is being asked to create a 'lead' 'account' or 'potential' or import. However this user has a different role than the others but i cant clearly see an area, box or button that doesnt allow him access to the records created. Thank you for looking
Exporting
I would like to export 5 Zoho fields out to an Excel file. Company name First name email address Products Lead status How can I do this easily? Thanks
Zoho Mail
I am using the Free edition of Zoho CRM. I have set up my company email in Zoho mail also. How do I have CRM check my emails so I can assign them to a lead or contact? I have followed these instructions: How do I configure my company or personal email account inside CRM? When you configure the Mail Add-on feature in Zoho CRM, by default, the Zoho mail account is configured. This means that in your CRM account, the Email tab will display Zoho Mailbox. However, when you send emails to your leads or
Google Coordinate integration
Hello, we are using Google Coordinate (part of Google My Maps) for assign works or meeting to our agents on the road. It would be very useful to integrate this platform with "Event" for leads and Contacts.
zoho crm contextual gadget for gmail - can it be used with personal account
hi all, with the zoho crm contextual gadget for gmail, can it be used with a personal Gmail account? i had a look at the instructions to enable it, and it references the Google Apps for Business screens. I currently have my work email address forwarded to my personal Gmail account, and would like to see if I can use it in this Gmail account. Regards, David
Email Settings Missing
I'm trying to get Zoho mail to integrate with Zoho CRM but when I go to Setup, Personal Settings, Email Settings are missing. Any suggestions?
Retain Column Position of Exported Module when adding/removing fields
I export data from modules occasionally and use excel to verify the exported data. However, it makes it extremely difficult to do when the location of each column changes. Every time I add or remove a field within a module, the column order of the exported data always gets COMPLETELY changed. I'm not talking just one or two columns, but almost all are randomly moved around. It would be smart to just add the new field to the END of the last column of exported data when a field is added in zoho,
"Loading..." issue when creating new activities in profile
Hi Zoho team, I having issue with creating new activities to all leads. when i do them its get stuck on saving that task which force me to reload the page manually. After manual reload that profile does not display anything below basic info.
need a report that provides activity status - closed, deferred, in progress, etc
Can't find a way to run a report that tells me the status of the activity for a potential. Just see options like "last activity time".
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