sharing leads
Hi all, and thank you for letting us working with Zoho for free. We are three people working together but in different contries, and I registered in Zoho inviting my two cooperators to join me in Zoho as CEO/Administrator; we started creating some Leads, but it seems that we can't share them each other. Should I modify something in order to monitor each other's Leads?
CRM Contact image
Instead of having to upload a picture each time or a lead or contact image - can there also be a web link option?
Sort contracts by multiple fields
Is it possible to sort my contacts using multiple fields. Here is an example of what I'm looking to do. Let's say I have a list of contacts and each contact has a last activity field with the date of the last activity. Some contacts will have a task and some won't. Is it possible to create a custom filter that removes all contacts that have an assigned task and then sort the remaining contacts by last activity date? Thanks
Text area not showing carriage returns once saved
I use a text area field for entering general information. If I use carriage return to separate lines/paragraphs, these don't show when the field is saved. Instead all text is just concatenated into one long line. This used to work fine. Please could you advise if this is a bug or if there is some setting somewhere I can use to fix this? Many thanks.
Quotes wont save
Hi. When trying to save a quote and having everything that is necessary and required inputted, I hit the save button and it doesn't do anything. The yellow loading icon pops up and then disappears quickly. This has happened several times and I am having to go in and rewrite quotes over and over again until I can get them to save. This last quote I just can't get to save no matter how many times I input. Time is very valuable and I can't keep having this issue. Any help you can provide is greatly
How can i filter out things that i want to see
Hi, I have imported leads with many fields. for example the "type" field is under a picklist for 3 item a, b, c etc . How can i select the view to only show the specific item like only want to see the entire list with the value of b.
Account shows details when i didnt upload it
Hi , i uploaded my 762 leads but 462 appear in my account's tab when i didnt not upload any of it. how do i get rid of it. Accounts refer to my existing customer ?
Automated reports to email
Have downgraded to free edition however still receiving automated reports on email. how to disable that?
Trouble: clicking on create new task in lead/potential card causes error message with question-marks (unreadable).
What's it? What should we do to solve this problem?
Mass data import - Module "Prospects" - Lead owner not matching with user
Hi, Quick one: I have imported a CSV file into the system but it doesn't recognize the matching user. I have tried different things but I am out of ideas now. Any suggestions? Cheers, Fred
Moving notes when converting Lead to contacts/accounts?
How do i set the system up, to move 'Notes' from lead to contact/account when converting?
How do I count the number of selected tick boxes on a CRM form?
Hello all I have eight tick boxes (custom fields) on my CRM form. How can I create a formula the counts how many of them have been ticked? I can't create a formula that uses existing custom fields, so I can't create a field for each tick box that holds a numerical value and then add them together. The lack of options for custom fields and associated formulae makes them of limited use. Any advice would be gratefully received.
Cannot Delete Workflow Tasks
Hello, I was using the Entreprise Free Trial Plan a few days ago, and it expired. After it ended i decided to delete all workflow rules, task and field updates that i created in these past couple weeks during the trial plan. But now i see that i cannot delete them, mainly because Zoho keeps poping-up this message: 'As this task is already associated to the workflow rules, please disassociate it and try deleting.' There are no workflows rules left for me to delete, at least visible, and the pop-up
Edit Link on Lead Page does not display for field mapped as a dependency
I've discovered a problem on my lead pages in Zoho CRM. To summarise, I have two fields: Location (Mapped as Parent Field) Address (Mapped as Child Field) Both of these fields appear on my Lead page (EntityInfo.do), but the 'Edit' link only appears next to Address (the Child Field). When I click it, the drop-down gives no options. No edit link appears next to Location (the Parent Field). If I want to use this functionality, I have to click Edit above the Lead's name and go to the EditEntity.do page
Moving Contacts between modules
Hello, our small company is new to ZOHO- so far we like what we see. But we "mis-imported" contacts into the wrong module, i.e. Leads, Potentials, etc. How can we easily transfer, even if just one by one or mass, contacts from one module to another? I can't seem to find it. Thank you. Kevin
Showing full name of Lead on Feeds page?
Hi, Just wondering if it's possible to show the full name of a lead on the Feeds page. For example, it currently shows: Tristan F. updated a Lead Wong I would like it to show the Lead's full name, for example: Tristan F. updated a Lead Simon Wong This is a problem because many of our leads have the same surname (especially dealing with Chinese clients, who often use common surnames), making the Feeds page less useful than it could be. Am I missing something in my CRM setup or is this not an option?
Adding user to CRM
Hi I have recently deactivate a user on CRM to add on a different one but as of yet no email has been sent to them so they can confirm they are the new user. I have now re invited them a few times, can you check this out for me please? Thank you Leanne
Linking events to contacts
Hello there, Does anybody know how to create a new event and link it to different contacts, not just one? I miss this feature very much. Same with tasks. One event muxt necessarily be linked to different contacts or possible customers, take for example a business agenda in a new country, or a show. And it is something I am not able to do with Zoho. Thank you so much for the help.
Schedule custom function
Hello, I have created a custom function which evaluates lead age days(today's date - last activity time). It evaluates the days but only fires when a record is edited. What I can do to let custom function automatically evaluate lead age day everyday. Can I schedule it. Or is there any workaround for it.
Import Quotes
Hi everybody, For our company, old Quotes & Sales Orders contains relevant information about our clients activity. Is there a way to import past Quotes or Sales Orders from XLS to ZohoCRM? Thanks!
Cannot delete file from documents area
I cannot find a way to delete an old file from the document area in CRM. I'm the super administrator and I can't do it! Help!
Recurring task
Hi, How can I find all recurring tasks in order to expand those the their recurring is going to end soon (or already was ended)? TIA, Lior
Dependent field access api
Hi I have created a custom field (picklist) named Priority in zoho crm. I have made this Priority field as dependent to Lead Status. Now I want to fetch values of Lead Status and Priority together(lead status with correspondingly mapped priority). Suppose I have mapped 'Not Contacted' (lead status) to 1,2 (Priority), now I want to fetch something like Not Contacted with 1,2. I want to achieve this in C#. I am using REST api. Please help me out.
Broken print dialog in CRM quotes using Safari
The latest update in CRM has broken the print dialog using safari in OSX 10.10.2. When trying to print a quote or export to PDF it cuts off a lot of information. Everything works fine using Chrome or Firefox, the problem only occurs in Safari. It worked flawlessly yesterday.
Custom Funtion
Hi everybody, It is possible insert a record in a custom module using Custom Function? Thanks!
Event Creation via API - Related to Potential
I'm able to create an Event just fine in using the Zoho API from a java program. But I would like to populate the Related To fields with a Potential rather than a Contact or Lead and I am not able to. Is this feature only available from the Web interface? Could someone provide the required elements I would need to accomplish this (xml or json)? The documentation says I can specify the 'Account' but the description says: "Select any other record related to the event" thanks,
Discount on Sales Order
On a sales order when a line item is discounted the total for that line item is not changed on the sales order but the grand total is correct. If you print out this sales order you will see that the discount is not reflected in the line item and if you add up all the line items they will not match the Grand Total and the difference will be the amount of the discount. Is it better to add a line item for a discount?
Impossible to modify the field "Prospect name" or "Last name" in Prospect section - HELP! ;-)
Hello there, I am very familiar with SFDC, brand new on ZOHO. I must say it's very very easy to configure and to set up. Much easier than SFDC, but when you come accross a difficulty, it's, to me, always tricky to slove it out by myself. Anyway, in the section "prospect", field "Last name" or "Prospect name", it seems to be a mandatory field but with absolutely no possibility to modify it. So basically if you make a mistake when writing down the name of your prospect, you can't perform any corrections.
Product listing with picture
Hi, I want to add photos of my products to my product listing, how do I go about adding this pics?
Question about this crm
Hi guys, I would like to ask all of you. The situation: There are 5 companies having a deal with us this year. Company A,B,C,D,E Company A,B,C had a deal with us last January. Company B,C,D last February. Company A,B,C,D last March and Company B,C,D,E for April. My question is, How can zoho crm detect that Company A has no transaction with us last February and April? Does it have a report/summary where we can detect our client has no transactions with us for these months? Thank you very much!
External Data - Lookup field
I am trying to set up a look-up field to pull data on Country names, which would be mean pulling it from an outside source. Is there any way to do this?
Excel tabs customization in zoho
Hi , When i import a excel sheet will 5 different tabs, Zoho doesn't read all the 5 tabs. It only capture the first sheet on the excel. How could i import and customize all the tabs and field with ZOHO
Analytics Not Working
Hi all, really impressed so far with the Zoho CRM system, still using free version to see if we can justify going onto the full fat version - more of a case of whether or not we can implement it in our organisation properly rather than whether or not it's worth it! Quick question though - I have pasted the analytics code onto all our web site pages but still do not have any analytics data. Any suggestions? I also have some google analytics code on my web pages, could this be causing a clash? Cheers
Basic CRM Functions
It would be very helpful to be able to view all activity history for an account on one screen. Right now it's very difficult to get a good picture of true activity history when emails are being logged on a separate screen. It's great they filter our to the contact they're associated with, but it would be great to see a single, chronological history for an entire account. It would be great to be able to result completed calls using a dropdown. I've created a custom field for call results, but the
Tab Key redirect
When pressing the Tab key, it currently does from left to right and then down to the next row. Can I redirect it to go Down the column?
Using javascript in "create new link"
Is it possible to use Javascript in create new link menu?
Change Custom link position
It would be great to be able to change Custom link position (order). Because at that moment i must re-create links if I need different order.
Leave pre-recorded messages with click to call?
Is it possible to leave a pre-recorded message while moving on to the next call when using click to call with one of the phone bridges? If so which one?
zoho crm plugin for outlook (windows) not synchronising some contacts
Hi I am finding that a number of my Zoho CRM contacts are not being synchronised with outlook . Is there a limit on the number of contacts? how can I fix this? Andrew
Need shipping cost in invoice
The invoices in Zoho need a spot in the invoice down in the subtotal area for shipping charges. The shipping charges should probably have a toggle that designates shipping charges to be pre-tax, or post-tax. In my case, it is pre-tax. I'd like to send invoices to customers but they are incomplete without shipping. I thought about adding a shipping "item" to inventory and doing it that way, but it's not the best way to do it. I can't use the "adjustment" area, as this looks to be post-tax. Is anybody
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