Autopopulate E-Mail field
Hi. I have a question about the posibility to autopopulate the E-mail field from other form field (FirstName.LastName.birthdate@noemail.com) For exemple, Daniel.Laviolette.01-05-1987@noemail.com. I want to do that because I'm working a lot with calendar. Often, I have to enter in the callendar appointent with people that didn't give their e-mails. In this case, no link can be mage between CRM and Callendar. If I can create automatically a fake e-mail adress (and configure Mailchimp to exclude all
Add Notes to a Report (Any report!)
I simply do not see an option to "Create New Report" or any way to add 'Notes' to a report. It is very important that we be able to easily view Notes associated with each lead/contact. Is it possible? I am on the basic version zoho. Thank you for help.
Industry Field in Potentials
Hi Everyone, I want to track the industry segments our quotes are going into but it does not appear that I can add the Industry field to the Potentials section. Is it possible? Also, it does not appear that you can convert a Potential into an Account. It looks like the Potential needs to be an Account already, even before you have done business with them. That sounds illogical to me. Or have I missed something?
On the mobile app most of my accounts are duplicated, why?
I just refreshed my mobile app and 50% of my accounts duplicated, no reason on which ones. When I go into the software on the computer only one account shows up and if I delete that account, then both duplicates disappear from the mobile app? Can someone help me with this? Thanks,
When import list to leads - does the system search whole system for copies or just the leads?
Hi, As we imported a list that included emails to restaurangs, for the rest of the fields we did dummies as "company 1-,2-,3 etc", "name -1,-2 ,-3" etc. Next time we update the leads list we are importing the same list once again. As you convert one Lead to a Contact it will disappear from the leads list? right? Next time we import a new list the old Leads that now are Contacts will be included in this new import. How does the system recognize duplicates? When you move a Lead to a Contact you
FORMULARIOS EN GOOGLE DOCS PASADOS A ZOHO CRM.
COMO ARCHIVO LAS RESPUESTAS DE LOS FORMULARIOS SUBIDOS DESDE GOOGLE DOCS Un Zoho CRM. QUIERO TENER TODOS LOS DATOS EN Zoho.
Standard User unable see all Contacts / Accounts AND Postcode search not working
One of my users (a 'Standard' user) does not seem able to access all the accounts / contacts on our Zoho database. We know there is no problem with the data as both myself (Super Admin User) and my colleague (Admin User) can see all the information when we search. I've checked her permissions and she does not appear to be restricted from viewing any account information on our Zoho account. Please advise. In addition - we are all experiencing issues searching by Postcode as specific postcode search
¿COMO PASAR UN FORMULARIO EN GOOGLE DOCS A ZOHO CRM?
TENGO FORMULARIOS EN GOOGLE DOCS Y QUERIA SABER SI ES POSIBLE ARCHIVAR LAS RESPUESTAS EN automaticamente Zoho CRM. O BIEN PASAR LOS FORMULARIOS A FORMATO VÁLIDO EN CRM
¿CÓMO PASAR UN FORMULARIO EN GOOGLE DOCS A ZOHO CRM?
NECESITO SABER COMO PUEDO VOLCAR LAS RESPUESTAS DE UN FORMULARIO DE GOOGLE DOCS A ZOHO CRM PARA ALMACENARLOS AHI.....
I can't create an report?
Hi, I really need some help. I wan't to create an report (a "list") but all I'm being told is that I can't have more than 100 reports in my version (standard) of Zoho. I've been deleting several reports so there should be space to create an report. Why is it not working?? Fredrika
Notes in Leads & Opportunities
Hi, I use the notes in Leads & Opportunities a lot as a bit of an audit trail of conversations/contacts I've had with people. Since returning to work after a Christmas holiday I have found that these notes are sometimes in reverse order. How can I remedy this? Thanks, Colin
Copying a field
I would like to create a new field, populate it with historical data from another field, (export then import?) and then use both fields go-forward. Can I populate historical data from one filed to another?
Updating/Adding an Account when in potentials - Zoho not forcing required Account fields
I am trying to keep from creating an account until a potential has actually converted to a client. To do so, I made the Account Name field optional in potentials. This works fine. Then, when I later want to create an Account, I edit the potential to add an account name. Zoho warns me that it will create a "new account" if one does not exist -also fine. What it does not do is open up the Account "conversion" dialogue - like it does when you convert a lead. And so, it does not force required field
Bug? Email sent to contact from zoho Mail add on not shown in CRM
I have the zoho Mail add on configured with a pop account. I sent an email to a contact's email address through the Mail add on but it doesn't appear under the list of emails in the contact's record in the CRM. Surely this is a bug? Have I got anything configured incorrectly? Thanks!
unable to confirm user/wrong user status/cannot see leads
I imagine this is all interlinked but have a problem using the free version currently. I have setup three users (I am Super Admin/others are admin all CEO). An invite goes out to the other users but the email says that they cannot confirm as they are a superadmin (appears not when checking their status) and they cannot 'confirm'. I have assigned leads to these users but they cannot see those leads, even though I have checked the status, they are all CEO permissioned yet no lead access at all. They
Visit Tab
What am I supposed to see in this Tab once I got the Tracking integrated? Doens't seem to do anything other than to tell me to copy the code.
Linked a Contact to their Linked In page
Can you linked a Contact to their Linked In page? I see facebook and Twitter but no Linked In.
LinkdIn Button ABSENT Under Image of Contact Person
In contacts, as we clicked on the name, we were surprised to find that under IMAGE there are ONLY 2 Social Links Visible: FB, Twitter. LinkedIn Button was not visible. Please resolve the matter on priority as we NEED LINKEDIN in that..
Trouble with LinkedIn Button on Contacts
For the past few weeks I get the error below when I try to use the LinkedIn button for a Contact... Something is technically wrong Sorry! Due to a technical issue, we are unable to connect to LinkedIn and fetch your data. We are fixing it and will have things back to normal soon. We apologize for the inconvenience caused.
Linkedin Error
Seems like there is something wrong with the Linkedin profile feature (see attached).
Integration of Zoho CRM with LinkedIn
Once a sales order is delivered (changing the drop down), CRM should check the Contact Field to see if it has a date (which would indicate the client has already provided a LinkedIn Recommendation) if the field is blank, send a request via LinkedIn for a recommendation. How can I accomplish this. LinkedIn link would be provided in the contact field.
Linking Zoho CRM to Linkedin > Something is technically wrong
Dear All, it has been a few days that my linkedIn button show me with this error message : Something is technically wrong So I cannot link my contacts anymore to LinkedIn. Can anyone help ? Thanks in advance Laure
Auto fill form from contact to potential module.
I have to auto populate data from contact module to potential module. I have a section in contact module which have some custom fields. I have to populated that value to potential module when i select contact from the potential module. By using custom function, it is possible but it is populate on save module. I want value auto populate to fields when I select any contact from potentials look up fields. Any help?
Zoho mail and Zoho CRM
Somehow, when I click an email address in my zoho CRM it attempts to open Outlook, which I have not nor have I any interest in using. How do I correct this...?
Create New Field/ Check Syntax: "Missing Braces"
Hello, I need some help regarding my CRM app for Zoho. In the potentionals, I have "annual usage" and "margin" I need to multiply the two fields together to get "annual revenue". ${Potentials.Annual Usage}*${Potentials.Margin ($ per kWh/Therm))} I tried to program a field and Zoho returned the following message: "Missing Braces". I cannot find any help files or blogs that can help. Can you have someone reply or reach out to me? This is very time sensitive. Thank you.
Potentials dashboard
How i can add Products panel to my Potentials dashboard so we can add multiple products to a potentials. such as we have stage History,Open activities etc. like wise we have in leads module
How organize my Account in levels?
Hi! In my case, we work with companies who have several locations, in my company we have always considered each of our accounts compound by "Group and plant", for instance, the GROUP YAZAKI, may have plants, I am looking to implement some similar organization in which my accounts can be organized as follows: - Yazaki - Europe - Ovar - Barcelona - Ploiesti - Asia - Tokyo - Shanghai how could I implement that?
Zoho CRM E-mail automation, managing leads questions
Hello - I am attempting to set up zoho to automate our e-mail processes. Before I upgrade my account to the Enterprise level, I have some questions to determine if what I am trying to do is possible, and perhaps some help with where to start for what I am trying to do: 1.) When sending an e-mail to a lead, is it possible to attach files to the email directly from Attachments that were uploaded to that leads page? I am only seeing options to upload from Zoho docs, Google Drive, Documents, Desktop.
Can I send mass emails to my leads through my outlook mail?
I have made the switch from ACT to ZOHO and have not been able to figure out the mail merge process to be able to send a mass email to select leads in my database. Any assistance would be greatly appreciated
I cannot see "Notes" when I open an Account profile
I make a lot of notes for each of my accounts. When I go to Accounts page and click a particular Account, the Account opens and: * sometimes I see my notes, and the opportunity to add more notes * sometimes I don't. How can I get access to Notes 100% of the time that I open an Account?
Sorry,you have reached the maximum limit in your current edition
I have used only 1.45 mb of data and 855 Leads and 2600 Activities on my Free Edition. I have been using this to convince my company to invest in a CRM for everybody here. Where does it state the limits? Or is something wrong?
Alternative to Zoho - required fields basic functionality does not even work!!!
Does anyone know of a solution that can do the basic functions of a CRM such as requiring fields to convert a lead to an account? We can't use this system if it lacks this.
feature request: Sort Contacts by Last Name in Alphabetical
Is there a way to sort Contacts by Alphabetical Order by Last Name? This would be a great benefit. Thank you! :D
Setting up tasks and activities
When I set up a task and put a due date in I was wondering if there is a way to prevent me from using a date. For example, let's say I have meetings for two days later in the month and I want to prevent myself from usiing those dates when I set up tasks today. Is there a way
Account migration
Hi; I'm in the process of migrating CRM data from our previous CRM to Zoho CRM. I'm currently trying to migrate Account information. I manage to get the Account records created, with correct info and correct dates, however there are two things not working as expected: Account Owner Id: It always is set as the Adminitrator Id, regardless of the Account Owner Id that is specified in the CSV migration file. I've tried with the User IDs provided by Zoho when I do an export, as well as with the User Names,
How can I add the name of a task on the Subject Name Lookup
My tasks are usually all the same (Send 1st follow up, Mail Certificates, Reconnect for 2016, etc...) I want to add those to to the Subject Name Lookup when creating a new task so that it's already there for me to chose from. Any idea on how to do that?
How to send out quotes in zoho crm? Add paypal link invoice?
How do you send out quotes to prospects/clients in zoho crm? I see the link for a print preview... I want to Email the quote to a client. I also need: After quote is approved, I then want to send an invoice via email. On the invoice I need a "click here to pay" link with the correct amount due set from the invoice amount. Go back to VTiger and mod it for these features?
Log a call box
How do I get rid the fing log a call box.
Can I permit a user to only view/modify certain accounts?
Hi I am quite new to zoho and I have have the Professional version. at the moment I have 2 users: 1 administrator and 1 standard I would like to know if it is possible to add a 3rd user (paying of course) but I would like to create this 3rd user in a way that he can add/view/modify his creations (as a standard user) but with the addition that I (administrator) want to be able to give him access to certain accounts (only if I want to share the contact with him) I have been trying to understand how
invalid parameter value - CRM
At the bottom of an email message body I have been able to choose from the options Info; CRM; Notes; Tasks; etc. The CRM option normally allows me to setup a task with the CRM fields. Now it shows: invalid parameter value What can I do to resolve this?
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