Link Fields Across Areas (Lead, Account Contact)
i created custom fields for our needs and had them copy from lead into account and contact too. e.g. a dropdown picklist field called Appointment Location which tells our team where we meet the lead or later account/contact. problem is, i would like to dynamically link some fields so that if i update either the options in the picklist or the selected choice in one area, it updates across other areas. logical solution is to have single customer field that gets used across all 3 areas rather than having
Email import to Zoho from Outlook Plug-In
Hello, We are evaluating Zoho and the Outlook Plug-in is a must. When I select the email to be sent to Zoho, if one of the recipients is an Exchange user, it will import the contact as the following: name: "/o" email: "/o" How can I fix this? Also, how can I import multiple emails at once? It seems that I cannot select several emails and click on the "Add email to Zoho CRM"... Thx!
My contacts are not listed under my companies
Hello, I created a custom field called company when I imported my 60,000+ contacts and so they did not go into the "companies name" field. Now when I click on a company under the companies tab, there are no contacts associated with any contacts. Is there a way to fix this without having to manually enter the "companies name" in all 60,000 contacts? I need "company" to equal "companies name" in the contact view. Please Help!
Can I keep lead after converting to a prospect?
Is there a way to keep a lead intact after converting to a prospect? I need this because I import 1,000+ leads at a time and I don't want to import the lead if it's already in my crm. I assume that the "skip duplicates" on the import lead screen will only look for Leads that are currently in my crm and not look for Prospects? Is the only way to get around this is to clone a lead and then convert one of those leads?
Lead conversion
We are a start up company and new to Zoho CRM, but have entered all 5000 leads (individual people) from about 3500 financial institutions into our Zoho "Leads". Of those leads, we want to target 150 institutions and all of the key people working at that institution for our 2012 prospect list. We have two questions: 1 ) Is it best to pick one lead (e.g. John Smith at ABC Bank) and convert them to an account or should we make them a potential? AND 2) How do best then go in a grab all other people
Converting some accounts to vendors
Hi When I first set up Zoho CRM I imported all my old accounts from my old CRM (ACT!) and marked my suppliers by using the account type box. Now I want to use the Vendors tab and wonder what is the best way to convert these accounts to vendors. Will I have to export them as a .CSV file and then import it into vendors or is there and easier way? Martin
Unable to upgrade our account. Speedlane and support do not answer
Hi, We are facing the old problem again: can't upgrade our account after downgrading. We get this error: "Tag 'insert' can't insert page '/jsp/common/PlanAccount.jsp'. Check if it exists. null " A wrote two support requests and put two speedlane requests. Nobody has answered or called. Could you please help. Thank you.
Switching Between Contacts and Leads
In our business, the relationship between leads and accounts is a bit different from Zoho's system. A "lead" is not just pursued and converted to a contact/account one time. We represent multiple products and are often going back and selling new products to clients who already buy from us. We would like to easily change the status of a name from "contact" to "lead" and back again without losing any info/records or having to make duplicates. However this doesn't seem possible in Zoho. Any suggestions?
How do I relate an Invoice to the Potential that started it off?
I have quotes linked to potentials, but I would like to be able to see when I click on an invoice, which potential and which quote it came from. One account can have many potentials, invoices and quotes assigned to it, so I would like to make sure things are correctly attributed, and we can follow the trail. Is there a way to ensure that they are all connected? We generated the invoice from the quote, but there is no way to click back through to see how things have changed. Thanks Nicola
Remove dots from numbers
Hi, I've created a custom field for the vat number of my customers, Ex . vat number is 593693365, when I list the customers accounts, the vat number appears like this 593.693.365, how do I remove the dots in the large numbers, Thank's
Iphone and Ipad App Question
Is there any possible way to display leads by company name, instead of contacts names? I know you can sort by company but this still only display the leads first and last name. Thanks
compliant
Sir, We are uploading Compliant/case time following message apper in our screen Insufficient Privileges to perform this operation. Contact your Administrator. Kindly give the solution for this. Service
I am trying to set up Zoho CRM to sync with Google Calendar but can't get it to display the authorization steps
I am trying to get Zoho CRM to add my tasks/events to my Google Calendar, but it isn't loading any information. Is this available only in the Enterprise and Professional Editions? I thought the Calendar sync was available to all users.
search results
Hi Is there any way I can get the status of task displayed on the search results?
Email history when a quote is sent form the more actions tab
Why is it that when a quote is sent form the more actions tab I can't see the email history under the contact record?? What solution do you have for this?? I would like to be able to see the email history of a quote that was emailed under the contact record.
How do you convert a potential into a client?
how do you convert a Potential into a client?
Currency for Estonia is wrong
Hi! From the beginning of 01.01.2011 Estonia is using euro (EUR, €) as their official currency. Estonian kroon (EEK, kr) is not in use anymore. More information on this: http://euro.eesti.ee/EU/Prod/Euroveeb/application/controllers/handleSessions4049.html?lang=en&oid=7500 Please fix this Zoho as well. Regards, Urmas
Invoice editor in ZOHO CRM
Hello everyone, I'm trying to modify the invoice template in the CRM, but i'm stucked at some point. I've got 2 questions: 1. How can I add a new "text area" in the invoice? I just can write in the actual area and I would like to create a new one at the bottom. 2. How can I add a column in the original table where there are the name/price/qty of a product? If you have any tutorial about the HTML edition in Zoho CRM, or even better, if you can writte me what I have to add in the HTML editor it would
Erratic availability of email templates
I am having trouble with the email templates. I have several set-up on our free version of Zoho along with the sample one that came with Zoho. For the last week I have been experiencing sporadic results. Sometimes the only one that w ill pop up as usable is the sample one. Other times I may get one or both of the ones I have defined. But only very, very rarely am I getting all three available at the same time. Why? Landra Adams
How to - Email All Contacts associated to Potential As Contact Role
How to - Email All Contacts associated to Potential As Contact Role. There are too many associated with that Potential to select one by one?
Importing tasks from Outlook and associating them with Contacts/Leads
Prior to Zoho, I have been extensively using Outlook tasks to track customer interactions. Now I need to migrate all Tasks from Outlook, so that they stay associated with appropriate Contacts or Leads. Otherwise I'm losing the history of my customer interactions. I have exported Outlook's Contacts and Tasks modules into csv files. But when I try to upload Tasks to Zoho, the field Contact Name stays blank, even though I've set it to be equivalent to the "Contacts" field in Tasks (see scheenshot).
Customizing Related Lists
Good Morning, I tried editing the 'Contact' custom view changing Customizing Related Lists but i can see the changes that I did. What´s the problem? Thank you.
How to reset email.
My colleague created a new CRM account and then deleted himself as an admin/user. I then went in and created a separate, new CRM and put in his email address to add him as an admin/user and I received the error: " This Email address is already taken. Specify a different Email address for the user." How can his email address be "reset" so that I can invite him to the correct CRM? Thank You James
Zoho CRM for iPhone - closing leads
How do I close leads or make them disappear from the list when postponing them to a later date?
Import problems CSV file
Hi! I have twice (!) imported a CSV file with no problem at all, but when I re enter ZOHO the contacts that I imported is all gone! What is this! It is quite a big problem. /Johan
Searching for products sold
Hi there, I can't seem to figure this out: I just want to search for the products that we have sold so I can see what product is at what customer site. I can't find any report or field within the report creator to tell it to search the Product details part of a Sales Order, Potential or Invoice. Any ideas? It should be possible to search for what products we have sold I would imagine?
Information about security.
I want to know more information addition this link https://www.zoho.com/security.html. Tell me please. Regards,
Delete Leads?
Once I convert my Leads, do I want to delete the Leads? or they need to stay in the list?
Using Computer Dialer
Hi, Brand new single Zoho user here. I searched, but surprisingly could find no related queries regarding this. I would like to be able to click a phone number for a contact and simply have my computer dial the number. (not using Skype - just the single phone line into my computer. - WindowsXP) I don't need to log calls. Zoho Phone Bridge seems to be for sophisticated PBX systems. Is it possible to achieve what I'm trying to do? Thanks, in advance.
Customize Lead Drop-down menus
Just started with ZOHO and am in the process of aligning the system with our process. Is there a way to customize the options in the following drop-down menus for leads? Lead Source Industry Lead Status RatingMy question would be the same for the Potential area but I thought giving this concrete example would be easier to answer. Thanks, Scott
Logging Email When Sending Quotes or Sales Orders
If I generate a quote or a sales order and send it to the Contact using "Send Mail" under "More Actions", I would expect that the email would be logged under the Contact's Email history. But it is not. I would like for these emails to be logged, just like any other email sent to the Contact. Is there a way to do this? Thanks! Ron
Different Lead Types
I have two types of leads, buyers and sellers. I set up a set of questions (not done) for the seller leads and have yet to set up for the buyers. When I or my assistant start to fill out a lead sheet, how do we differentiate between a buyer or a seller lead and keep the two types of leads different. Also, can I scale the lead types in the future for different types of leads?
Outlook Plugin. Another installation in progress.
HI, Trying to install Zoho Outlook plugin, but it's coming up a message that "Another installation in progress. You must complete the other installation before continuing this one". I've tried closing everything, restart and task manger but nothing else is installing, Any suggestions? Cheers Phil
Add emails to Zoho from Android
I'm finding I'm traveling more and more without having a laptop, and getting emails on my Android smartphone but not having (or knowing of) a way to connect those emails to my Zoho account like I can if I'm using Outlook. Is this possible?
Can not attach files
I am unable to attache a file. Here is the process: 1) Click on "Upload File" 2) Double click on "Drop files or add attachments here..." 3) Browse window opens. Browse to file then click Open 4) File name does not appear. 5) Attempt to upload anyway by clicking "Submit" 6) Get "No files to upload" error. I am using IE9 on Windows 7 x64.
integration zoho crm with zoho invoice
hello, how do I communicate zoho crm e zoho invoice with the key -Chiave ZSC (Zoho Service Communication)-? Thanks, Amodio
https://crm.zoho.com/crm/ShowEntityInfo.do?isload exported into a excel sheet or word document.
Any one Please. How do i export what i view in https://crm.zoho.com/crm/ShowEntityInfo.do?isload=true&module=Potentials&id=732797000000098196 into an l excel sheet or a word document. My mail id pdnagaraj@yahoo.com nagarajan@needstreet.com Plz help
Workflow Field Update / Custom Field
I have added a follow up date custom field that I would like updated on certain triggers. I cannot see my custom field in the dropdown list for the Field Update action. Am I missing something? How else would I be able to accomplish the below example? Example: Rule based on Create / Edit on Lead Status = No Answer Field Update -> Follow Up Date = Today + 1
Ron
We sell in varied medical markets. I need to separate leads in individual market segments. I have created labels but when I import it overwrites. How do I save each category?
lead information. add fields
Are you able to add new fields in the lead information section? is so how? Any response would be appreciated
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