Home Page Setup
Is it possible to change the layout of the home page? If so how do I do that? Please email answer to damien.fogg@amplifon.com Jordan Burch
Emails Using "Send Mail" From Potentials Not Logging
Hello, We are trying to send emails through the Send Mail link within a potential, and they are not logging/recording under the "Emails" section within that potential. It shows up in the mail magnet with return emails, but is not listed at all in the potential or with the lead. Help.
Related Contacts in the Account windows
When you are inside an Account frame the side form for Related Contact shows only 5 names. We have many Account which have more than 50-100 contact. Can we customized this Related Contact window? The minimum for me would be to have at least the possibility of how many contact we want to display. Thanks Alexandre
Leap Year Issues
Anyone else having issues with Leap Year? Apparently 'Current Month' includes 2/29 now, and even custom sorts from 3/1 to 3/31 pull 2/29 and include it
Multiple totally separate Accounts with the same name
Our Accounts are newspapers. There are a few common names (e.g. The Courier, Daily News, etc.) that are used by several totally different newspapers. How do I set these up. There are combinations of fields that are unique. OR since I am converting from Goldmine, I have unique Goldmine ID's. Could I use these somehow?
PDF export limited to 2,000 records
Have created a new report for our company listing activity related to potentials for the previous week. Management would like me to run this report each Monday morning. I went to run the report and it shows more than 2,000 records. When I click to advance to the next page in the browser it shows "No Data Available". If I export the report as an XLS file I get over 2,300 records. Ideally I want to export as PDF (it looks much nicer) but Zoho is only exporting the first 2,000 records for the PDF
MONITOTING RULES
I want to know, what means the monitoring rules? I how i can used it? :)
How to export the leads in a view?
How do you export the leads that are in a view ? We dont want to export all leads, just those filtered.
Web Form Current Date
Currently we are required to manually enter the current date of leads that we recieve. Is there a way to add a date field to the form that will have the current date as it's default value, or otherwise a way that leads will automatically have the current date added to it automatically? Thanks for your help, Sam
How to configure a rule to prevent a Lead not approved creates an activity?
Hi, I created a rule for Leads Import. During import I opted for `Approve Leads'. The rule creates an activity for each Lead that I have not still approved / released. It is possible to avoid this behavior in the Free Edition version? I realized that if I do not approve the Lead, and I remove the Lead, the activity is also removed. (right) I want to use the 'Approve Leads' function to release Leads in on-demand mode, then at the time of release, Zoho_CRM would create activity for execution. I'd appreciate
Integration doesnt work for Word /CRM Plugin
Why doesnt the plugin work for CRM > Word. Have you discontinued support for this?
Cannot add User
I am trying to add a new user, and I have enough unused licenses, but I the ROLE input field will not let me enter anything. Any ideas? Is there a ZOHO support # I can call?
Limit xml import ?
Hi, I try to import contact from api (xml). There is a limit ? i can import more than 100 contact ! (in 1 package) Normal ? Thx by advance.
How to handle accounts that go out of business or are no longer going to purchase?
How do people usually handle Accounts that go out of business, or for some other reason will never purchase again? On one hand I would like to keep the info around so we know what happened, but there isn't a built-in "Out-of-Business" or "Dead Account" status that I've found. Thanks, John
Automatic Lead information import when we receive a mail from a new contact ?
Hello There, Is have my Gmail mail account sync via IMAP with Zoho CRM. I'm starting to receive answer to some mail i have sent before starting to use Zoho, and in general to receive mail from new contact. Is there a way to create a lead with some automation rule as we receive a new mail from a contact which is not already in our lead list? Thanks
Setting a picklist default for custom field on the webform, default not working...
So, I created a custom field in the module for a pick list, and told it which choice I wanted to show up as the default under the choice "Select default value". I then went to create a web form, and used this custom pick list as one of the fields in the web form. However, when I look at the preview for the web form it does not use the default choice I specified, instead it shows the value "-None-" instead of the default value I specified when I created the custom field. Any suggestions?
Subscriptions
Hello. I run a small repairs and maintenance business. At the moment I am using the free version of the CRM, 1 x office/desk user and 2 x mobile engineers. I wanted to know if I can continue to use the free CRM for my field engineer and have a single subscription to the professional version?
Automation Rule that triggers when a lead is converted.
Hello, We are considering moving to Zoho CRM and are currently testing it to make sure our requirements can be met. I need a way to track what lead (LEADID) an account (ACCOUNTID) was converted to. I couldn't see that information anywhere and furthermore I need to be alerted when that lead is converted to an account. I have not been able to figure out is how to trigger automation when a lead is converted to an Account/Contact. I know that you can make an automation rule that triggers when an Account
Cannot see my mails sent with Outlook365
I configured an IMAP account hoping to be able to see all emails received or sent with my outlook client but it doesn't seem to work. I only see the ones I received in my inbox. Also tried bcc, no success. Any suggestion appreciated. Thanks Thierry
Add name prefix in merge
Is there a way to add the name prefix (Mr., Ms., etc.) as a merge field? I've been having to send my template to each person separately so that I can add the prefix by hand.
Zoho CRM Integration with Zoho Invoice
Hi Team- How do I integrate Zoho Invoice with Zoho CRM. I will make my sale in CRM, want to flow the customer information from CRM to Invoice
How does an Administrator enable the mail add on?
I just set up a free Zoho account and want to enable the mail add on. How is this done?
Twitter button under image
Hiya, I am new to Zoho, can you tell me if the twitter and Facebook buttons under the client image connects to their account as currently I get a pop up box and the three bars showing action is underway, but nothing appears?
backup crm link
Hello, I made a data backup on March, 17th. My primary Email-Adress is not valid anymore, so I don´t haver acces to it. Is it possible to send the download link to my other email? What do I need to do? März 17, 2016 1073052000005046013Thanks for your help Sascha, from Germany
Whatsapp
Is it possible to add Whatsapp account to contact?
How to synchronize email activities, leads and other data in Zoho CRM and Outlook plugin for zoho crm
Hi, I have installed Outlook plug-in for Zoho crm. And i have synced contacts from zoho crm in outlook. Now I want to sync email activities in these both. Means When I send email from Zoho CRM, It should aslo be listed in Outlook, and If I send email using outlook, it should be in email related list in zoho crm contact object. How I can do this? And furthur, Can i sync Leads from Zoho CRM in outlook plug-in? Please help me. Thanks
My Company Logo has been Replaced by a CRM Plus logo... why?
I'm a CRM plus user and it looks like updates have been done. Before lunch my logo was showing. After lunch my company logo no longer shows on any of the zoho products. In zoho CRM it has been replaced by a "CRM Plus" logo It's highly unprofessional yet not unusual for zoho to roll out defective updates without telling anyone Has this happened to anyone else??
Secondary Sorting of Leads ?
Is there a way to add/change the secondary sorting parameter for leads ? For example, we have our lead pool sorted primarily by Lead Status. So our lead lists all "Uncalled" leads at the top, then "No Answers", etc. Say we have 20 uncalled leads at the top of our list. Those uncalled leads don't seem to be sorted in any specific way. Can I add a secondary sorting parameter to make them sorted by time/date, so newest "Uncalled Leads" are at the top?
Unable to access Zoho CRM - Please wait message
Hi, Is there a problem with Zoho CRM at the moment? I'm unable to access it, just get a 'Please Wait' message. Many thanks, Dave
Call Log Activity
9/16/2014 problem in Zoho CRM user's Call log activity is not showing in Accounts or Contacts screens We have multiple users where all logged calls are no longer showing in individual contacts or accounts tab. I am the systems admin an we have NOT changed anything in ZOHO logging a call today is not showing in the Accounts or Contact screens.
Events - When editing the Description, it corrupts the text
We put text in the Description which shows up in the 'canned' template invitation to participants. If we click the 'Edit' link to open up the text window the description text gets corrupted with the "See More" text. Results after clicking the Edit link next to the description (not the Edit button at the top of the page where it should read "and analyze a test...." It is inserting the 'See More'into the body of text. This needs to be fixed like now or yesterday!
Fetching all the modified Notes
Hello. Is there any way of fetching all the modified Notes using API? In "getRecords" method there is a "lastModifiedTime" and this works great for Contacts or Leads, but not for Notes as it's not a module. The only way of fetching Notes I know of is by using the "getRelatedRecords" method but this method must be called for every single Contact and Lead separately in search of modified Notes. This quickly exhausts the API calls limit. If adding a Note to a Contact would change the Contact's modification
Big Deal Alert Issue
We have the Big Deal Alert set up, but we are unable to get the alerts assigned to the appropriate sales people. (ie: the correct sales person who secured the sale.) Please advise what we might be doing wrong. The manual doesn't appear to cover this. Shanson
Call log problem
Hello 2 of our salesman cant log calls even manually when they add call manually they cant see it in the contact activities By the way we don t use any bridge and the chat support dont answer can you explain to us please
Task in Leads
When I create a task against a lead, in the reports "Tasks & Events report" related contact is coming as blank. Request a solution
free version customize field
I am currently using free version I would like to ask, what going to happen if I trial the standard version and customize the account filed , after the 15days trial expire Surely if I choose upgrade, I believe the customized filed will be there, but what in case I wish to back to the free version, will all my customized filed disappear or change back to origin ?
CRM Switch between companies
I have multiple divisions of my company and would love to use one account and be able to switch between CRM's like Zoho Invoice does. Can this be made possible?
ZOHO CRM in Czech Language
Hello, Our customer has problem with english language of ZOHO CRM. Are you prepaire translation of ZOHO CRM as ZOHO Project, please ? Is it another way to import czech fields or titles ? Thank you
Coming from blitz
And blitz my former CRM it was called web lead provider and it would automatically load my leads from insurance quotes where I purchased them into the CRM. My question is, how do I get my leads from insurance quotes.com to automatically load into zoho? Thank you and advance for any help I really like my new CRM so far!
Fetch Related Record
Hi, I am trying to fetch related accounts of contacts. https://crm.zoho.com/crm/private/xml/Accounts/getRelatedRecords?authtoken=AUTHTOKEN&scope=crmapi&id=CONTACTID&parentModule=Contacts However, this returned me the error of <code>4401</code> Unable to populate data, please check if mandatory value is entered correctly. Any ideas how can i do this? Thanks.
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