Lose lead source when converting lead to account
When I convert a lead to an account, the lead source information does not appear in the account information that I can find. How can this be carried over so it can be tracked? Is there a way to run an all-encompassing report that will tell me the lead source of the information regardless if the item is a lead, account, potential, closed won, closed lost, etc.?
Link Zoho crm api to wordpress
Can help me how to connect the Zoho crm username and password into the wordpress account so that when our client login into the wordpress account there is extra fields for storing username and password in wordpress so when our client login into our wordpress it will automatically connect to the zoho crm api. Is this possible?
Migration Zoho to Vtiger CRM, get the data into Zoho?
Hi, Today we are using Vtiger but I have been evaluating Zoho and it will work much better for us. Is there any easy way to move the data from Vtiger to Zoho. I can export a file from Vtiger but the Swedish special carracters becomes very strange and I don't really now how to map the different fields especiallly the notes that we have done for each customer. Thanks for any help, Roger,
SLAs
I want to assign contracts to my accounts. According to the Zoho help, I need to first set up SLAs. It says to: To add SLAs follow the steps given below: Click Setup In the Automation section, click SLAs Click Create SLAs Enter a name for the SLA Enter a description about the SLA Check the appropriate SLA-execution settings However, when I go to set up, then Automation, there is nothing there that says SLAs. It only shows workflow rules and assignment rules. Where do I go to set up the SLAs?
CONTACT
Hi, how i can link one contact to one or more accounts?
What about NGOs?
Hi everyone, I am working at an international NGO, in which we deal with a lot of contacts, meetings, reports and etc. I have been trying ZOHO since yesterday, whether or not it fits our needs. What we need is firstly to construct an archive of our contacts and secondly, to be able to present reports based on various of criterias. For instance, how many people have attended a certain meeting, or how many contacts are active or inactive, or how many contacts are mobilized within our NGO. I am using
[SOLVED] Log Outgoing call?
Hi Guys from Zoho, is it possible to log an outgoing call automatically like click on "log call" like in incoming calls? bR from Vienna EDIT: I mean Calls with Zoho PhoneBridge...
BCC Dropbox and Outlook
Hi, Are there any plans to make BCC Dropbox compatible with Outlook? I spoke with support about 1 month ago and it was discovered that it was not working with Outlook-sent mail. It did work with hotmail and gmail. I would imagine that a lot of businesses use Outlook and this is very important. I was excited to see the BCC Dropbox feature released (will be a huge time saver) but using hotmail or gmail for business email exchanges is unprofessional and not an option for us. Thanks, Jeff
Permissions
Hello, We are currently using Zoho free edition and we're thinking about purchasing a more complete version. Before we'd like to know: If we have several accounts corresponding to several clients, can we give a client #1 the only access to the account "client #1" and no permissions to the other existing accounts? We would like to be sure that we can protect the other clients datas. Thanks for your answers
Is ZohoCRM's REST API discoverable?
I'm using a workflow automation platform that can save me a lot of time when I have a discoverable REST API. I cannot find a URL endpoint for Zoho that is discoverable. Am I'm looking in the wrong place, or is this not really REST?
Need help with Lead Conversion
Hi guys, I have a quick question. When I convert a lead, I want to be able to choose to which modules the lead information is exported now...By default, right now a lead is converted both to Account & Contact. I want to be able for instance to choose that my leads are converted first to Account and then if everything is OK, I want to manually convert the accounts to Contact when I press convert in the account registers. Can someone pls help me achieve this? Thanks!! Nico
Ordering fields in a form
Hi there, How do I choose the order in my form for the various fields I'm interested in? Do I have to edit the html to achieve this? Thanks, Peter
Zoho CRM Export Contact Information Into PDF
Hello! I am a Newbie to ZOHO but do have some knowledge of CRM software, specifically Salesforce.com. I am trying to utilize ZOHO to help out with the family business and would like to be able to generate forms from within the Contact object. My Idea is that I would like to POSSIBLY create a button on the Contact page which, when clicked, would export the Contact information into a specific format to print and/or email from within ZOHO. Is this do-able with the current Build of ZOHO? Thanks for
Automatic follow tasks added to leads?
Is there a possibility to automatically add follow tasks when a lead is created? IE #1 First call #2 Second call 3 days later #3 3rd email 5 days later etc etc. Thanks!
mobile zoho
can I add more than one user to mobile zoho on the professional version? or do I need to upgrade to enterprise to do this??
Problem importing contacts from xls file with 64 email addresses into my free plan
I have an Excel file with 64 email addresses I am trying to load into my free plan account. Zoho warns me that if I import this file it will go over my 500 limit since it believes there are 700+ contacts in the file?!?!? any advice welcome as to how I do this/what I have done wrong. This is my first time using Zoho. Thanks
How can i add notes from individuals to their company and campaign record?
Is it possible for any notes that are added to an individual record to be automatically added to their company record notes, and if they are part of a campaign, for that campaign to have the notes populated in there as well?
How to create a unique form?
Hello How do I create a Form for customers? With question I need to ask them and upload files? Can I give user privileges for my stuff that they can't delete data? Thank you Ariel
Copying custom field from Potentials to Quotes
I have a custom field in Potentials called "Job Number" which is a numeric field. When a Potential is won I want to then create Sales Order (or Quote) which also has this field so that when I select Potential Name in the Create Sales Order form it automatically fills in the custom "Job Number" field. I've been knocking my head against a brick wall all afternoon trying to wkr this out so would really appreciate some help. TIA.
Field Automation
I am trying to track my customer referrals. In the Leads Module, I have "Customer Referral" as an option in the Picklist. I also created a "Lookup" Custom Field called "Referred By" and pointed it to my list of accounts. Is there a way to mandate that if "Customer Referral" is selected from the Picklist, that the "Referred By" Lookup Field Must be completed, or in other words, to make this field mandatory if the Picklist equals "Customer Referral"?
Custom Field Automation
Here in Brazil, the "neighborhood" information in the address is very important, so we had to create a custom field for that. However, the information that is filled in the leads form is not migrated to accounts and contacts; and is not transfered from accounts to quotes. How to automatize this?
Treat emails attached to contacts the same as notes
We use the Outlook plugin to attach emails to contacts directly from Outlook, which works great because there is barely any change to the workflow, just two extra clicks. The problem is that once those emails are in Zoho they can be kind of hard to find. A typical situation for us is to know that we have an email from a contact at a company, but not remember who actually sent it months later. And we can have anywhere from 20-100 contacts at some of our accounts, so going through them 1 by 1 to
user permission to see part on contacts
I have grouped my contacts by creating views: Group1, Group2 and Group3 in 'Accounts'. I would like my new user to only see the information in Group1 of 'Accounts' and not Groups 2 and 3. I have tried to change the User Permission settings, but seems like i can either let her have permission to see 'Accounts' or not give her permission to do so. But I want her to only see part of 'Accounts'. Someone please help me ~ thank you!
Getting started with APIs
I have an API for my LMS (Learning Management System) and I'd like to integrate it with ZCRM. My only experience with APIs is here in Zoho. I've connected CRM with other Zoho apps, but all the work is done for you. I just copy and paste the provided key. Can someone point me to a document or help file to newbies, please? I've scoured the internet. All of the info I have found make assumptions about the reader's knowledge of working with APIs. Any direction will be greatly appreciated. DJ
List price and sales order
Hello, Is it possible to associate a List Price with a client? Each of our clients has a custom List price. When we order in zoho crm, we have to indicate for each product List price. Is it possible to associate a list price for each customer so that prices appear automatically in the order? Thank you very much!
Sent emails not attaching to Leads/Contacts
Hi, I'm new to Zoho CRM and have tried searching the forums and contacting support for this, but can't find an answer. I'm currently evaluating the Free version and have paid for the Zoho Mail add-on. I have gone through all the configuration steps to add my gmail as a pop3 account in Zoho. Mail is working fine as far as sending and receiving messages. However, sent messages are not being associated with CRM Leads or Contacts. If I go to a lead and send a mail there, it is listed. But, if I use
Duplicate Records
Good afternoon, I have set up a report via my dashboard which appears to be pulling in duplicate records: From the screenshot attached there does not seem to be any correlation as to why these are appearing as duplicates. For example: L'Autre Pied - appears on the report 3 times. There is only one record. Looking at the account in more detail: There are 4 closed jobs, 2 for the current month and 2 for last month There are 2 contacts on the account There are no open jobs/tasks. I can't see a
Time is Wrong!
Hi, I have the time set to GMT but it's still an hour behind when i set reminders? Thanks Adam
How to see autoresponder exclusions
I am trying out the new autoresponder features. From my leads list (custom view) can I determine which leads I have opted out of receiving future autoresponses?
Resources in Zoho
Hi, I wonder how I can know the available resources in my Zoho CRM account using the Developer API. It seems that the API documentation (http://www.zoho.com/crm/help/api/api-methods.html) only provides the available methods but not the available resources that we can query from or how we can get the list of the available resources for querying. Thanks!
Multi select field with URL fields
Team, I want to use a multi select feature with dependency options. But I need URL's instead of text fields. Thoughts
Creating a new lead view - it imported existing leads!
Hi - We've had trouble creating a new lead view - it imported existing leads which we do not want in this view - can any one please help with the following pretty please? 1. how can we create a view without doing this? 2. Is it possible to delete leads from this view without it affecting the original leads (ie if we delete from here will they be gone forever?) 3. ^ if possible how do we delete them? Thank you please :) Lizzie
CRM iPhone login
Hi, I use CRM for google apps and i want to access CRM via iPhone but can not login using my google apps login. any suggestions? Regards, Larry
Gmail contacts to Zoho CRM 'leads'
Hi, Is there a way to import my Gmail contacts to Zoho CRM? And if so, in which format do I put the Gmail contacts. Thank you
Export, Import
Am I able to export a contact list from Zoho to Microsoft excel, add a new column and then re upload the data into Zoho with the new updated field? If so will the contact list be updated? and how do I it?
How to limit delete right?
While I wish everyone from the company can be able to read all entries in the database, how can I limit the authority to alter (as in changing the owner of e.g. an Account) or delete (as one accidentally duplicated an entry) an entry if the entry was not created by the user? i.e. non-creator should be deprived of any rights to delete other's entry, while creator should have all authority to make whatever changes.
Attachments to potentials
is there anyway of having an attachments option in the potentials section. I need to be able to add different word docs to each potential so that thye are kept in one place and nt just all listed in the account
Contact names are quadrupled on certain accounts in Account and Contact Report, why?
In a CRM tabular Account and Contact report I have selected the following columns: Account Owner, Account Name, First Name, Last Name,Email and Phone. Why is the output report showing the same name of contacts 4X????? Stranger is that it isn't quadrupling the number of actual contacts for all records. I confirmed the names are not duplicated at the Account level.
ampersand in xml for URL field
Hi, I'm try to add leads via API php application so i send data as xml but one of the fields use & sign (ampersand) and i try to convert it to & code but not working also tried <![CDATA[ ]]> but not working example one have error due to "Link to Product" value <Leads> <row no="1"> <FL val="First Name">first</FL> <FL val="Last Name">Last</FL> <FL val="Phone">01000202012</FL> <FL val="Email">myemail@yahoo.com</FL> <FL val="Street">my street</FL> <FL val="City">my
How to set up a B2C business and establish transitioning a potential to a client account
I have a B2C Constancy. A client/account for me is an individual. How do I best set up "Individual" Accounts/Clients and how do I convert "Potentials" to a Client/Account. Thank you, Rex
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