Report format for notes
I have created an account activity report in Zoho CRM using the Accounts and Contacts modules. I would like to run the report for my sales reps and show the account information with the latest note in the account, not all the notes. How can I do this?
Report from contacts module to list all contact who have a voice message in their notes?
Hi, I think you can help me. Is it possible to create a report from contacts module to list all contact who have a voice message in their notes? Thanks
Can I run a report that shows Activities with a description?
Is it possible to run a report that shows the activities associated with a group of contacts? So not just 'event' or 'task' etc, but with some information from the description box e.g. Had a meeting with Joe Bloggs
Is it possible to add 'My open activities' to the activities module?
There seems to be every option apart from 'My open activities'. There is 'My activities' but this shows closed events and there is 'My open tasks', but not one which shows open tasks and events etc. How would I add this?
How do I change print permissions?
Some users do not have the right permissions to print. It comes up with a message that won't take them to the print view. How do I change this?
Event end date and time automatically updating when editing start date and time
Hi, If I have an existing event and I need to update the event's start time, clicking edit opens up the full event edit window. In there, when I update the start date or time, the end date/time automatically updates to be half an hour after the start time, over-writing the previous date and time. How can I stop it doing this to prevent the risk of saving incorrect end dates and times? Many thanks, Dave
Add image(s) on product
hello, do you add the possibility to have image(s) on products ? thanks you
Our Zoho is running very slow today
Our Zoho is running very slow today.
lock down information
is there a way to show that a particular lead/company/owner belongs a particular lead owner, but not display any other information? ie. joe smith from xyz belongs to Salesperson 1. Thanks
Converting accounts back to leads
Hi, Is there a way I can convert an account back to a lead? Thanks, Rayne
I need help on reports or views
In my zoho CRM I've got Accounts (i.e. companies) Contacts (i.e. persons) and Events (my comments each time I call or visit a client or prospect) I am trying do do the following report (or view I don't really care) : ALL the accounts I have contacted (i.e. for which I have at least one event) but I need only one line per account (not three lines if I have contacted this company three times) CLASSIFIED by the date of the most recent event WITH the description of the the 3 most recent events (or maybe
Changing a field's 'type' from Text to Multi-Select
I need to change a field that is 'Text' to a field that has a 'Multi Select' feature (ie. a pull-down menu). How do I do this please?
Delete CRM Account
Hello, I want to delete a Zoho CRM account I created with ID (info@bullbeardevice.com) and want to use this same ID as a user to my another ID. But it says that the account is a part of the organization and I am supposed to contact the administrator of that organization. But I never created the administrator Id they have mentioned ( administrator@bullbeardevice.com ). Any suggestions on how to delete this account?
Can I run a report on a contact view I have created?
I have created a view which shows about 25 contacts that we need to keep in touch with. Is it possible to run a report on these contacts only within this view?! I can't see the option for this when creating a report and I want to keep track of these contacts.
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Outlook contact sync to Zoho duplicate Contacts
When using the Outlook-Zoho Add-in, Outlook contacts are being added when they are already in Zoho. So every time he syncs his Outlook contacts to Zoho, we spend hours removing duplicates. So he is now manually entering contacts into Zoho. Is there a setting we are missing that should be turned on/off. I thought Zoho won't accept duplicates based on email address... Using Outlook 2013. Thanks, Carolyn
experiencia información Zoho Campain
chicos, Sería bueno para acceder a todos mis informes de la campain Zoho Zoho CRM, la idea es que los usuarios de CRM pueden gestionar sus contactos clics generados por cada campaña. Hoy solamente puedo ver algunos informes generados por cada campaña. No es una buena experiencia de las campañas de CRM debe ser una información más detallada acerca de la CAMPAÑA
Espero sus comentarios.
Is it possible to associate Products with a Potential via the API?
Hi, I am creating new Potentials via the API and would like to associate existing Products with the Potential via the API. I couldn't find any similar examples and have not been successful with various attempts. Is this possible via the API? Thanks for any help, Michael
Exporting funnel to excel sheet format
Hi Greetings! Can we export the funnel to excel sheet format? Kindly help. Regards, Lokesh Matas Offcom Systems Pvt. Ltd. India
RingCentral Popup Call Timer - make it movable or minimize
Please make the call timer window movable or let us minimize it. when we get a call it covers so much of the screen that we can't see behind it. And if we scroll to the end of the page and can't move the desired info up high enough to see then it is difficult to help the customer. We need to be able to see the CRM info that is behind the call timer pop up.
HTML FORMATING FOR EMAILS
My Marketing guy is crating HTML Emails how to I cut and paste the code so its formatted correctly and get the images in the email template?
Formulas from Salesforce to Zoho
We have integrated into Zoho, but now we are trying to duplicate formulas from Salesforce to Zoho. NEED TO KNOW THE EQUIVALENTS! One in particular is the CASE() formula field. What is equivalent in Zoho to that formula? HELP!
How to mass update 'interests' in a multi-select field
I have just migrated to Zoho CRM and am very happy on the whole, but am trying to work out the best way forward with a thorny issue. I'm sorry if this is a really obvious question to you more experienced Zoho people... For all of my contacts, I record what their interests are. This is used to decide what articles or news items to send to them in Zoho Campaigns. I set this up as a multi-select field 'News Interests'. I've found that this approach is pretty neat and works really for building custom
Task Templates in CRM?
Is there a way to create a set list of templates in the CRM app? I'd like to add the same list of 5-6 tasks for prospects once they've been qualified, and I really don't want to have to enter each one every time. (I see this is an option in Projects, I just need it in CRM). Thanks!
How do I find future scheduled workflow alerts for leads?
I have automation for leads that will send timed emails at intervals after the lead status is modified. Once I modify the lead status, how do I then find the scheduled workflow alerts to confirm it's working properly?
Lead Forms don't submit from embedded HTML
Tried a few times and the lead form never submits the data back to Zoho CRM with auto-approve enabled and there's also nothing in the leads to approve.
1 Company with needs for 2 databases with separate information requirements
We currently use Zoho CRM for our Sales process and are very happy. We now find ourselves needing a CRM solution for our suppliers and partners so we can keep track of them as well. However, we require a totally different set of data and information on our supplier CRM. Is there anyway of doing this - keeping two databases with separate info for one account? There would be separate custom fields and no pipeline reporting for the "partner and supplier" database. Is this possible? Would there be a
Is it possible to have lnew leads emailed directly to a personal email address?
Is it possible to have lnew leads emailed directly to a personal email address? Or perhaps; is there a way to get an email notification of when a new lead appears in Zoho?
Forcibly open the notification popup window after closing it
anyone know how to do this at all, sometimes i have to close it down.
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
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