Notes
Is there any way to include the notes field on a report? I cant find it. Thanks. John O\'Rourke
Suggestion - Add a "Note Type" field to Notes
You should add a Note Type Field for each "Note" Note Type Examples: "Phone Call" email (Copied from a 3rd party email service) IM SMS Face-to-Face Meeting Trade Show Demo rossros
THE CRM ZOHO IS NOT WORKING??
WE HAVE PROBLEM,,,,,I REMEMBER YOU HAVE A SITE WHEN WE CAN CHECK IF THERE ISN'T CONNECTION. WHICH IS IT? I CHECK THE INTERNET, EVERYTHING OK THANK YOU
How do I give a user permission to create reports?
We have a user who has access to some standard reports we created, but I want this user to be able to create any reports he wants. At the moment when he selects the 'create report' button, it says he does not have the right access level to do this and to speak to the administrator. I am the super admin so need to know how to resolve this!
Is it possible to change the layout on a contacts page?
At the moment, the scrolling down order isn't very useful as it shows all the important information at the bottom of the page. Is it possible to change this so things like 'Open activities' for example are nearer to the top of the contact's page rather than at the bottom?
Possibility to see mails of other ZOHOCRM-User
Hi there, my name is Oliver and I'm a brandnew ZOHOCRM-User - and the new administrator of our Zoho-System - nice combination ;) My boss asked me to figure out, how he can have access to the mails of all co-workers. Can someone give me a step-by-step instruction for this issue? Thanks a lot! Oliver
Create a quote from leads
Hello, i'm trying to use Zoho crm to see if it is right for me, can I convert a lead to a quote? If yes how? Thank's for reply
how to change the folders from only me to others
Hi Team, I have created many folders and i have selected it was only me. Now i want the folders to be shared with others as well. Could you please help me on the same. regards, Shwetha
Though I add user . The user can not see my database . I could not reach customers , Firms etc. as user.
How can we see the database as a user .
"Next" button on Autoresponder's "Update Response" pop-up not working
Hi, I wanted to report that the Next button on the Autoresponder's "Update Response" pop-up. I get there by going to Leads > Lead Tools > Autoresponder > Update Response and clikcing the Next button in that pop-up window. Once I click the Next button, it just sits there "thinking". I have left it up for 15 minutes a few times, and have tried this over a few days. Here's a screenshot of what it look like. Can someone fix this? We need to see people in that list. Or can someone tell me how else I can
Email delivery status
Hi There. Is there anyway to check if an email sent through Zoho CRM has been received? I intentionally sent a test email using an incorrect email address but I have had no notification that it has failed. Thanks, Mark
Zoho CRM tasks not appearing in the Apple Aatch 'Taskz' app
Hey, I'd love to have my Zoho CRM tasks appear in my Zoho "Taskz" app on my apple watch. I've tried everything I can think of to get them to appear, but so far everything is blank. In Zoho CRM, I'm clicking on "Activities" then "Add New Task". I create a task, give it a deadline of today, set a reminder for today. Then I go into my Zoho CRM iPhone app and sure enough, the tasks all appear in the phone app. However, there is nothing there on my apple watch. I'd love to have task notifications ping
Having trouble saving leads info
I am having trouble saving leads this morning. What is the deal?
Cloning Potential does not clone Contacts
When I choose to clone a Potential, it does not clone all the Contacts and their Roles along with it. I then need to re-add 20 Contacts, and manually set each Contact Role for the cloned Potential. How do you clone the Contacts when cloning a Potential? Also the API does not list "Contact Role" as a field for insertRecords(). If we were to write a script to copy the contacts between opportunities, is it possible to update Contact Roles via the API? https://www.zoho.com/crm/help/api/insertrecords.html#Contacts
Default email settings when sending from contact
Hi, I found a resource that describes how to change the default fonts on outgoing emails, but this seems to only apply to the "emails" module. When composing an email from a lead or contact record (by clicking "send email"), the default font is still set as Verdana (even though I changed the default font to Arial by following these instructions: https://www.zoho.com/mail/help/compose.html#alink3) Can someone explain how to change the default font in the contacts email composer?
Why no support on Professional edition?
I've been on Enterprise for perhaps 2-3 years. With +- 11 users. I downgraded to Professional to evaluate if this edition would suffice me, as the cost of Enterprise was growing too high for me. Now - my Autoresponder - Thank you message does not fire. Not the workflow. The regular first time response. And I can't even lodge a support ticket. No support even though I'm paying +- $400 pm. Very, very strange policy, Zoho.
Fashion Company that needs to build an APP for Zoho
Dear Sirs, I am currently using Zoho as my CRM. I work with fashion so, I need some additional features that Zoho can´t provide. I am currently looking for a developer for it. Please, If someone likes to take the project, email me with the quote on michel@fashionroom.com.br Some more info. Active users: 12 Country: Brazil Years using Zoho: 3 best, Michel
View all activity history at a glance
What is the best way to view the entire activity history associated with a contact or account? If I am preparing to call on an account and I see that there has been past activity, I would like to read all the notes before calling. From what I can tell, in order to see the details of each task, you have to click on each task one by one. This is very cumbersome. Is there a better way?
How to get facebook for working for lead capturing? How to get the code into facebook
I have created a form for capturing leads using the drag and drop functionallity. How do I get this to a form in facebook? Zoho generates three codes for facebook, (embedded, Iframe and source) which one should I use? Thanks, Roger
Custom Module Number
How can I find what number my Custom Module is? I am writing a custom function that refers to it and don't know which custom module number it is.
Products can not be added to sales orders
I have a list of products(about 208 items) but not of them can be added to sales order, the problem is that i did product import one time all together, when i;m trying to find product through the 'add new line' in sales order module i can't find it, only option is to create new product, but in product module this particular record exists. Please help
Enabling IMAP in Zoho CRM & Mail
We upgraded our CRM subscription software for the express purpose of using IMAP. I understand you are in beta and still working on the integration for IMAP with CRM and have removed the email tab in CRM until that integration is completed. So....we went through the process as instructed to enable IMAP. The tab went away as expected. So we are sending emails from CRM with history showing up fine. However, not seeing any incoming email in the account. So.....we went to Zoho email to retrieve
how to display contact (primary or any/all) in Account View
Hi I am trying to get the crm to show contact(s) under the account view. How would we show either a primary contact or at worst, all contacts? Thanks
Quotations - Recurring Price Field Needed
I'm finding it so difficult to setup Zoho CRM to manage my Upfront and Recurring pricing structure. I know the Zoho CRM quoting functionality doesn't deal with being able to quote recurring costs; I can add a custom recurring price field in Products and store the recurring price figure but I can't do anything with it. It can be shown in the Items line ina quote template but I can't total this price, I can't sub-total and therefore I can't store this total and report on it. Surely, there must be
Associating emails to Accounts
Hi there, Wondering if it's possible to show Emails that are associated to Accounts / Contacts? I've already integrated my Gmail, but I'd like to have emails automatically pulled and listed in the Account view page. So, when I click on an account I'll be able to scroll down and see the most recent emails. Thanks, Brittany
Re-mapping Company Name and Account Name from Leads to Accounts
Hi, I work mostly in a B2C environment (landscape design + build), but on occasion do B2B work, so I've kept the Accounts module. I'm using the popular workaround that suggests converting residential Leads to Accounts, but have run into a snag with filling out Lead info. For our process, we prefer to get as much info as possible from each Lead, including where they work, etc. But by filling in the Company field, this now becomes their Account Name in Accounts. However, their Account Name should be
Resetting Forecasts
I set up a test Forecast to see how the function worked. Unfortunately, I based the test forecast on a custom field that we no longer use. How can I reset the Forecast module and have it tied to a different field (the Amount field)?
email not responding
anyone else having issues with sending template emails?
3rd Party Reporting Tool & Dashboard
Hi There, We're a small business (4 Zoho CRM) users, and wan to use a easy to use and cost effect 3rd party app for reporting and dashboards, can anyone make any recommendations? Regards Steve
Finding customers in a market area
From Zoho, I'd like to be able to look at a map to find customers that are within a proximity of one another. example...pretend target stores are a customer and I need to see the store locations on a map for the Dallas/Ft Worth market. I think I can download a zip code range and use the google fusion table to accomplish this. I'm checking to see if Zoho has a function that would support this type of search. Thank you.
No puedo usar mis plantillas
Buen dia Tengo un Problema No puedo USAR mis Plantillas, Cuando quiero Enviar correo ONU
Create auto-mail notifications when new lead
Hi there, We recieve new leads to the ZOHO CRM account via the sign-up formulars at our website AROS KURSER. But we would like to be notified by e-mail, when we recieve a new lead. Is that possible? Best regards, Anders Rosenlund
Create report with detail of quote
Hello, Give the possibility to use detail od quote or salesorder in reports. thanks you Expert Zoho CRM & Google Apps France
Security Warning Message
All of sudden I am getting error message with zoho whenever I try to save notes. crm.security.virus.many and then it tries to add the following as a new note: [object HTMLTextAreaElement] I have ran checks for virus,malware, rootkits and have found no infections. Please advise
New webform leads to exsiting contacts
How do we create a contact field which allows us to add new data to the contact field during conversion without deleting existing data?
Email setup
I'm just starting the trial of the Standard version and trying to set up e-mail. The video says to click on setup and then on email settings. When I click on setup the next page does not have a link for email settings under the personal settings area as shown on the video. Can you help me figure out what I need to do?
how do i change company name?
I typed in company name at sign up, but want to change it, can someone please help.
Quote template edition should be made possible to non-developers
Everything is in the title. Quote template edition is a terrible experience on Zoho CRM. While editing the header is moderately easy, editing the rest (what really matters) is almost impossible if you don't master html. Adding new colums or lines, displaying discounts differently than the initial model is impossible. It does not make sense, Zoho CRM is a tool for sales and marketing people, not for developers. Zoho Books offers a way better user experience with nicer-looking templates and more
Use Zoho Invoice templates in Zoho CRM
I am new to Zoho. I am not very fond of the standard template that is used for quotes, sales orders and invoices in Zoho CRM. I was digging around and found Zoho Invoice and it has some very nice templates. How do I get those templates in Zoho CRM?
Sharing Data - CEO->Division Head->Sales Person
We are using Professional Edition (seemingly we cant create Data Sharing Rules) - i have default sharing set to Private We're a small company with two divisions: 1) In Division 1 - the CEO, Division Head and the Sales person are actively working sales together and should be able to see each others Leads and Potentials but the Sales Person can only see his own Leads and Potentials... How can I set it so that we can see each others Leads and Potentials 2) Division 2 - we want each person to only see
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