Zoho CRM Questions
Deduplication - Removing Duplicates
Only available in the paid editions of Zoho CRM. Available for Leads, Contacts, Accounts, Vendors. Go to a particular module that you want to dedpe to a view where you can see a list of records. The dedupe function can be accessed from It is the ...
Zoho CRM - Outlook Plugin
The challenge with the Outlook Plugin is that you are working with three elements - The plugin, Outlook and Operating System. Two of these are outside Zoho's control - Outlook and Operating System. Whilst Zoho try to release a default plugin that ...
Is there a list of Standard fields in Zoho CRM?
https://www.zoho.com/crm/help/customization/standard-fields.html
Zoho CRM - Terms of Service - EULA
The Zoho terms of Service can be found at: https://www.zoho.com/terms.html
Access to your CRM
As a Partner, we do not have access or a back door to your CRM. The only way we have of accessing your CRM is by you providing us with a User Login and Password. If we are doing significant work on your CRM over a long period of time it is best to ...
Can we use Territories just on Contacts?
Territories are an Zoho CRM Enterprise Edition feature. More about Territories can be read at: https://www.zoho.com/crm/help/territory-management/ Territories can be used to segment your data. Most people would associate Territories with geography - ...
With email tracking, will the Status (for example Sent, Received, Open) always be accurate?
If the recipient has used Track busters or enabled the firewall to block-mail tracking, then the Email Tracking feature of Zoho CRM will not be working as expected, since the recipient had intentionally blocked the mail tracking feature. In this ...
Default Data Sharing Process
You can provide the following types of access levels to user in Zoho CRM modules: Private: Only the record owner and his/her superior can view the record. Public Read only: Users can view others' records but cannot modify and delete the records. ...
Where are custom buttons?
Custom Buttons are only available in the Enterprise Edition. To create a Custom Button go to Setup > Customization > Modules > Click on the Module in which you want to create the Button > Click Links & Button > Click Create button. For further ...
How do I upgrade to Zoho CRM Plus?
To upgrade from Zoho CRM to Zoho CRM Plus: 1 - Login to CRM with the Super User ID 2 - Visit - https://crmplus.zoho.com and your Account will be automatically upgraded
How does a Workflow Rule get triggered
There are four ways a Rule gets triggered: Create: Executes the rule when records are created. Edit: Executes the rule when existing record are modified. Create or Edit: Executes the rule when records are created or existing records are modified. ...
Zoho CRM and Xero
How do I integrate Zoho CRM with Xero? There are three options, which we can help you identify the best option: Zapier: https://zapier.com/zapbook/xero/zoho-crm/ OneSaas: http://www.onesaas.com/integrate/xero-with-zohocrm ...
I have tried importing and it fails, says missing header rows
When importing data into Zoho CRM the first row needs to have a header row. The header row is the field name that you are importing to. Note the header name doesn't need to match the field name, so long as you understand the relationship you can map ...
I can't see an Email Template that I created in the Leads Module in the Contacts Module?
I can't see an Email Template that I created in the Leads Module in the Contacts Module. That is correct. An Email template is built for a specific Module and is not available in other Modules. You would need to cut and paste the template across, and ...
Workflow - I am creating a Workflow in Accounts but it doesn't interact with the Contact module
I can't seem to create a workflow in the Accounts Module which updates a field in the Contact module and updates a field in the Accounts module, when the workflow is triggered by meeting certain criteria in the Accounts Module. Standard workflow ...
How to close a Lead? How to make a Lead inactive?
This is a common question, that we get asked. The first concept to think about is that even if a Lead is perceived to be Closed, Lost, Junk or Inactive today you do not want to lose the data, the notes and interactions. Therefore, you don’t delete a ...
How to add Auto Number Fields to Zoho CRM
You go to Setup - Fields - Create a Custom Field then select the Field Type as Auto Number. You have options for a prefix, suffix and what you would like the starting number to be. You can also apply the auto number retrospectively by selecting the ...
Zoho CRM Data Backup
With a paid subscription of Zoho CRM you are entitled to one free backup (data download) per month. Additional backups are charged at $ 10 per backup. To set the backup in Zoho CRM you go to Setup - Data Administration - Data Backup and set the ...
Zoho CRM Data Download
With a paid subscription of Zoho CRM you are entitled to one free backup (data download) per month. Additional backups are charged at $ 10 per backup. To set the backup in Zoho CRM you go to Setup - Data Administration - Data Backup and set the ...
Zoho CRM and Zoho Reports Integration - who can initiate it?
Since, Zoho Reports is not an Organization model, the user who purchased the Zoho CRM Plus subscription has to create the Database and sync within Zoho Reports initially. After the Database creation, user can add you as a Database admin within ...
Can workflow rules be increased?
As of today the limit of 30 workflows per module is not possible to increase.
Email Integration - Can I view all Users email in one list?
Currently in Zoho CRM it is not possible to view all the emails in the Related List column of the modules. The user will have to manually select from the drop down list. However, we will keep you informed if any such updates are available in the ...
Zoho Mail Sync Issue with MS Exchange
MS Exchange and Zoho CRM were working perfectly suddenly stopped working, where to start trying to resolve the issue? Try by restarting the Exchange IMAP service.
I want to capture on a Potential the previous stage
This can be done with Zoho CRM Enterprise Edition, using Custom Functions. Ask us for the code and how to do it.
Dependant pick list
As of now it is njot possible to use the Potential Stage as Parent field in custom Map dependency field.
How can I display £ and comma for thousands separator in a matrix report?
In the Matrix report we do not have an option to display the currency symbols for the numbers. I will take this to my product team. If there is an update will keep you posted.
Can I copy a mail merge template?
In CRM we have an option to create the mail merge template using Zoho Writer and save it. If you want to make any changes in the later time you can just click on the template name it open up the template in Zoho writer, so that you can make the ...
What is Case ID and how does it relate to Case Number on Cases?
During the initial days of CRM, this is how Zoho implemented. Technically, Zoho did generate 2 running id's during run time, one will be the Record id and the other as Case id. Zoho purposefully made a difference as 1 or 2 (2 in your case) to make ...
Telephony Integration - RingCentral where are the screen pop free type comments stored?
When you use the RingCentral Telephony Integration you have a box to free type what the call is about. This box is called description, and these comments are stored in the calls description. These comments are not available to be viewed at Note level ...
Zoho CRM System Requierments
Correct May 2015 but subject to change, please review: https://www.zoho.com/crm/help/understanding-zohocrm.html#System_Requirements Operating Systems: Windows Macintosh Linux Web Browser: Safari 4 and above Chrome 17 and above Firefox 17 and above ...
Zoho CRM Price Books and Product - Unit Price and List Price
With Zoho CRM what is the difference between a Unit Price and List price? There are two key prices in price books. One is Unit Price and the other is List Price. Unit Price - It is a price fixed by the manufacturer for the product and which cannot be ...
How do I create custom fields in Zoho CRM?
https://www.zoho.com/crm/help/customization/custom-fields.html
I tried putting the "+" symbol in front of the telephone number in Excel but it is not working?
Excel sees these as numbers so when you put a + one of two things will happen: It will either drop the + It will try and add it up (Microsoft Excel found an error in your formula error box appears) Click the top of the column whilst holding down ...
How do I add a + to a series of phone numbers on excel prior to import?
Download Kutools (http://www.extendoffice.com/product/kutools-for-excel.html) – free for either 14 or days, then $ 19 for two years. After install you have an additional menu item in Excel called Kutools. Select the Column you want to add +, Go to ...
How do I import a number of contacts and assign them to a specific User?
Create a column on the spreadsheet called "Contact Owner" put the Users e-mail address in this field.
A closed lead (Lead Status is Lost Lead) is still in the view All Open Leads
The answer from Zoho is: “In Zoho CRM, You can create custom views to sort the leads. However, it is not possible to remove a lead from All Open Leads view. Please create a custom view to group the closed leads.” Create a Custom View called Open ...
Why do deleted Quotes show in reports as "-"
The reason why the deleted Quotes are showing up in the reports are just because of the data struck in the recycle bin. Whenever a data is deleted from your CRM it is moved to recycle bin. So please try deleting the Quotes from the Recycle bin and ...
How do we search for a User in Linkedin now that that feature has been removed?
You can use Custom Links to get a basic level of search with LinkedIn, we have two options: If you are logged in to LinkedIn, then you can search for First Name, Last Name, and Company, the formula will be this: ...
How do I change the fiscal year?
The fiscal year settings helps organizations to configure their fiscal cycle. Based on the selected fiscal start month, organizations can configure their fiscal cycle. Once the fiscal start month is selected, fiscal quarters are automatically rolled ...
How do I add a matrix report to dashboard?
Dashboards can be created only for the summary type of report.
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