How can I prove a zoho crm mass email was actually sent?
Hi, I use Zoho CRM, and I use the automation to send notification of appointments to all email adresses registered under a certain process. Nevertheless, some people are saying they are not receiving those automatic emails that zoho sends. I can't find any register of the emails that were sent, where are they registered? How can I prove to other people on my team that those emails were actually sent? Some people receive it, and some don't- and this has nothing to do with the spam filter, the emails
I can't figure out a way to map the lead source field from the leads to the account stage. Please help.
I do see that we can convert a lead to the potentials and it will follow, but once it is in an account status, my source is gone. Doesn't make sense.
inicio
Al ingresar a mi cuenta y estar en el apartado de inicio, se despliega un msg en rojo que dice: No tiene Permiso Para Visualizar Componente, se ha deshabilitado del modulo correspondiente en ajustes de perfil o en pestañas!!! Como puedo activarlo de nuevo???
Zoho Dispatch
I would like to know if zoho has any plans on having a dispatch patch. We use the CRM but have to use another company for dispatch software and its difficult to have two different systems. I would like to use zoho for all. Thanks
Form Submission Eror
I'm using the CRM forms on my website. When someone submits their information, they are not referred to my return URL. Instead they go to: https://as.zoho.com/cf/checkurl.cf?URL=http%3A%2F%2Flicensesolution.com%2Fcalifornia-real-estate-agent-license%2F And they are shown the following text: The request was triggered by different origin Can you tell me why this is happening? How do I fix this issue? Thanks in advance.
Activities
In the activities list how are the activities managed once complete? Is the only option to delete? Is there a log of activities that have been completed or are pending attached to leads, potentials, and accounts?
Pipeline name and stage in Contacts information
Hello, is it possible to display somehow in Contacts information a value of his actual Pipeline name and stage(s)? And I dont mean to see it as a Related list. Thank you in advanced. Best, Roman
Is there a calendar function within zoho? If so, where do I find it?
Is there a calendar function within zoho? If so, where do I find it?
How to remove an email from Zoho CRM
I am using multiple email accounts, how do I remove a particular email address completely?
Outlook for MAC Task Management
Hi there, I have 2 tasks folders on my local outlook. One of these is linked to my office 365. When tasks sync down from Zoho to outlook they are going into the wrong tasks folder. Tasks in my office 365 account are also not syncing up to Zoho. When I go to the following setting both tasks folders are ticked and I cant deselect one. Settings> Tasks> Choose folder "change"> Any ideas? Thanks
Form-post-instructions for web form
Hi, We'd like to push the leads info from our landing pages to Zoho CRM. We generated the form code by following the instructions here: https://www.zoho.com/crm/help/web-forms/set-up-web-forms.html However, our SEM supplier cannot use the form code and embed it in their profiles and landing pages for us. They will need the form-post-instructions. Could you please help on this request? Thanks!
Can I modify the width of the columns in Activities ?
In activities, the columns are so stretch that the words are cut in parts (see attached picture). Is there a way to modify the width of the columns ? Thanks in advance for your help!
Show 2 taxes fields in quote and invoice (Zoho CRM)
Hi, we have 2 taxes and in zoho crm i define the provincial and federal taxes in product module but in the quote and Invoice(in zoho crm) i only see one taxe field instead of 2 fields. i would like to show the 2 taxes fields need some help plz
Transferring Contacts to Leads
Hi there, I was just wondering if anyone knows if there is a way of transferring selected users from the contacts tab to the leads tab? Thanks Becca
Make a default Case Owner
I would like to make 1-person the default Case owner when a new case is opened. Is this possible?
How display multiple taxes in invoice template?
Hi, I'm trying to display two taxes fields on invoice through zoho crm. But I'm just seeing one field for the tax.need some help please
ALL of my contacts are now gone PLeas
Sir could you help I stored contacts a long time ago with your service and now it is all gone. I thought youe were offering safe and secure servvice. I need all of my contacts thanks. Here is my account espiya@hotmail.ph Please I really need it now for my business. thanks
I didn't do the initial set up of our Zoho, i would like to know how to add more Manufactures to our price list?
i need to add some more manufactures to our price books/products and cannot find anywhere on how to do so.
Converting to a Quote to an Invoice
When we generate a quote usually we can go into if later and convert it to a invoice. Today we have one that doesn't have that option at all. Its just got a drop down box with print preview etc. Why cant we convert to an invoice?
Reports - can a user have the ability to run apre-setup report and export, but not to create?
Hi, We want our users to be able to run some of the standard reports and export these, but we do not want them to be able to create reports. Is this possible?
Customization general Module
Hello, I I'd like to remove or add some columns in the general modul Leads. How can I do that? I'v already tried to customise the "Search Module", selecting wich information I wanted to, but it doesn't work. Thanks a lot for your help. Candice
Why can't I create a picklist within Events?
Hi, I am trying to add a Status picklist to Events, but it won't let me do this. It just gives the option for a Label, but no Values. Any idea why or how to overcome this?
Share Zoho CRM leads with a different company
Is there a way (either in Zoho or through third party integrations) to share and synchronize leads between two different Zoho business accounts? We outsource a small portion of our leads and then take them back when they're about to close to finalize paperwork. I know all the Pakis are going to tell me it's not a feature - please, if you work for Zoho, don't bother responding to my post - your responses are useless. I'm looking for real world user experience - and I don't care how hacked the solution
Clone Quote -Custom Functions
Hello it is possible to clone a Quote throughcustom functions? I've been trying to do this, I cloned a Quote but without the products, someone has a code for this? Thanks and Regards.
Adding new user
Hello! I've just added a new user. However this person does not have access to the data already in Zoho CRM. If I change the rights to administrator this now user does. However I don't want him to have an actual administrator right. Thanks for your help/ideas. Regards, Phil
Task - Custom Field
II 'm trying to create a custom field of type selection list in tasks , and does not allow me to add the list of values
Can not change language for a team member
Hi, One of my team members have the wrong language, and when I try to change this in the configurations it never works. The system do not accept the change in language and just stops working. Thanks for any help that you can provide. Best Regards Nils Widmark
How can I send an event to members of staff?
Hi all, we are a growing small business and are using Zoho to create new customer information through incoming calls and THEN delegating these appointments to our engineers who carry out the work. Can someone please tell me how, after I book an appointment with the customer that I can then add this appointment to the diary of our engineers and so that they get a notification about this? Basically, it's important that our engineers know where and when to go and description of the job. Any help would
Data Saved from Free to Paid Subscription ?
Hello, I am wondering if going from Free to a Paid Subscription if the data entered is saved.. such as Accounts, contacts. e-mails sent etc.. Thanks, Sam
funcionalidad sin costo
funcionalidad sin costo expira?
Mass Email monitoring
Any idea how I can monitor mass emails being sent and where I am up to?
Small bugs in new layout editor
Hi guys, the new layout editor is really good! I just found a couple of things you might want to look at: 1. When adding a new module, the plural form of the name is sometimes being used for the name field. For example if the new custom module is called 'Employee' then the name field is called 'Employees Name' instead of 'Employee Name'. 2. When changes are saved to the layout, the system changes to the modules tab. It would be better if it just stayed on the same layout tab. Thanks! Andrew
Stingy amount of storage
I find it absurd that in this day and age, with the cost of storage approaching zero, we are given 1 GB/user storage and 1 GB total company storage. I have more storage in my free personal Dropbox account than we do in our entire Professional Zoho account. Zoho, why so stingy with storage? Please upgrade the storage provided, at least with Professional Edition and above.
Using Skype
When I click on a phone number in my contacts, the number is sent to skypeout for dialing- which is awesome!!! However, in order for the country code to be prepended to the phone number, I have to manually change the phone number in my crm contact (ie. 206.444.5555 becomes 1.206.444.5555 If I don't save my phone numbers in this format, skype out from crm will not work. If I do save my phone numbers as such, the phone number is no-longer automatically formatted for display by crm, plus I have to worry
Contact Information display
I have been watching the introductory videos and they all show a panel with Contact Information (or Lead Information) being displayed when a specific Contact (or Lead) is selected from the list. On my site, this panel is not displayed nor can I find a way to display it. Is this a limitation of the free edition? If so, I do not see this limitation listed in the comparison chart (and, IMO, this would be a really stupid feature to make unavailable).
Does ZOHO CRM work with Office 365 using the Microsoft plugins?
I currently use the Outlook and Office plugins for Mircosoft with Office 2007. I am planning to upgrade to Office 365. Will the plugins work with Office 365?
Emails sent from Outlook
Hi, We send all emails via Outlook (2013) using the DropBox Bcc function. We then add any responses via the Outlook Plugin. This stores outgoing and incoming emails but we can't see a summary of incoming or outgoing emails for the whole company across the CRM database, we can only view email activity on an individual contact level. Is there a function available that would allow us to see all emails stored in the CRM?
Need to convert accounts to a leads without loss of activities & notes
When we started Zoho CRM we converted some leads to accounts before we realized what we were doing. Is there anyway to change them back into leads again without loosing the contacts notes and activities?
I can only add 20 characters in E-mail field customer
When I want to add an E-mail adress to a customer in the Zoho CRM system, I can only use 20 characters. Many e-mail adresses are longer than 20 characters. How can this be changed? Kind Regards, Milande
Auto create date
Hi , I have a question: my events have a start date and end date. (normally 4-5 days apart) I would like to create an automated field in events for departure and reentry... This is normally: departure 2 days before the start date and 1 day after the end date... is their a way i can have this done automaticlly? The ideal scene would be that I have a date field for departure and it is automaticlly filled in with 2 days before but I would also be able to change this manually if needed same thing for
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