Address info lacks Second Address Line
Hello, I am very new to CRM app. I am sorry if my question is not par with the level required for this forum. Everywhere the Address Information lacks a second address line. The address info only have Street, City, State and Zip Code fields. Lets assume that we have an address like: Street: Anystreet 2nd Address line: Suite 123 City: Anycity State: Anystate Zipcode: 01234 As it is I cannot enter "Suite 123". I created a new
Can't select a Lead (only contact) when adding a call in Activity
Hi, I have created an activity (chase Mr X on Project Y). Mr X is a Lead. When I go into Activity -> Leads/Contacts -> Click on Activity -> Add call I fill out the form but there is a dropdown for Lead or Contact, whichever I choose selects my list of contacts and NOT leads. Any ideas please. Thanks Richard
Opportunities not saving correctly
For the past couple of days when we save an updated opportunity it will not populate the Probability (%) and it will not be in the Accounts quick actions. This is not happening for all accounts and opportunities. There is not any rhyme or reason it will not save correctly. Has anyone else experience this?
Question on Importing Leads: Lead Ownership
When I import a list of leads to a campaign from an excel spreadsheet, the lead ownership is assigned to me for every lead. The spreadsheet contains a column called "Lead Ownership" and is mapped appropriately when I do the import. All of names in the column are valid user names. I import the file as "Import Organization Leads". What am I missing?
Enhancements in Customization of Fields and Links
Customization of some special fields has gotten easier with a set of new enhancements in the user interface. Link customization has also become easier with an new modification in setting permissions. The details of the enhancements are as follows: Field Customization The UI for Stage-Probability mapping, Customize Tax Rates, Customize Contact Roles and Customize Campaign Member Status has been modified for ease of use. Previously, these appeared as separate pages. Now they are designed to open as
Export Data Instructions
I am reviewing this product for the publisher of our magazine and cannot find instructions either in the manual or website for how to later export one's data once it has been imported and subsequently compiled. I checked the forum as well and there seems to be no good answers listed to this question -- maybe they were answered privately. It seems like a basic task that one would want to know before using your software and forgive me if the link is someplace obvious I just didn't think about. Please
Auto-Email
Hi there, I'm new to ZOHO and would like to know if there is way an AUTO-MAIL can be generated and sent to customers periodically/occasionally e.g. Birthday Wishes, Expiration of Subscriptions and the likes??? Any help will be highly appreciated, thanks.
Leads and Contacts - Email Chain
I've sent a few emails back and forth within the EMAIL section of the CRM to my CONTACTS/LEADS, yet they never seem to appear in the actual stream of that CONTACT/LEAD, only unless you use the Quick Actions. Why is that, and why doesn't it pull from my emails that I've been in touch with them, or vice versa? I just get the [No Records Found] box
Company file to Lead file
I know that you can convert a lead to a company file, but is there any way to convert a company file into a lead file?
List all Potentials/Opportunities with NO activities
I'm trying to create a report that shows me all the Opportunities that do NOT have any Open Activities so I can ensure nothing is missed. Anyone done this?
Exporting leads
What is the procedure for exporting leads into Excel?
CRM MAIL FOUND IN JUNK MAIL
My mail sent through CRM ends up in my clients JUNK/SPAMK, why?
contact form submission error
my contact form (webform from web integration) will not submit when filled out, displaying a dialogue box saying "first name required" even though the first name field is filled out.
Contact Form Error
My Contact form (web integration created web form) is embedded on my site and when filled out and submitted presents a dialogue box saying that "First name required" even though the first name is filled. Please help!
Cannot get outlook plugin to work
have installed numerous times. shows up in COM Add-inds location MSCOREE/dll Load Beahiour unloaded Cannot get anything to work
Tracking potentials in calendar?
Hi, is it possibile to track (visual) all potentials on calendar? What is issue? We have online advertising space (more than one) and we would like to track how potentials are related to our advertising space (what is booked already and what is free). Brefore ZOHO / today we are using calendar but it`s double work. Is eny option beside calendar? Should be use Caimpaign to track orders from customers? Hope you understand ... our workflow is: Salles -> Order -> Starting online campaign (banner of
Zoho CRM Integrate with Box.com document repository
Is there any integration between Zoho CRM and The Box.com? Or, are there any plans for it?
how we can integrate zoho crm with getresponse site?
Hii... I have created a web form whose values will be stored in getresponse site. So i want to access that web form values through ZOHO CRM. Can i do this n how can i do this..kindly help me out...
Activities: Lost link to modify
In every kind of Account, Customer, Vendor, etc. is missing the Activity Modify link. And if i click on the activity the system response that the activity is deleted....
New user account
Hi, I just created a new user account, everything looks fine, however when the user meryacevedo click the link she receive the message to contact your CRM administrator for Zoho CRM access. Thanks for looking into this.
Problen with my first name ${User.First Name} Marrero Scholz
If you see above the template that i generate don't take my first name. He only take my last name. WHY?
Search layout customization
Hello I tried to customise the search layout fields, however after I changed and selected 6 fields I would like to display as the search fields, it has not been updated in the page when we perform the search. Can you help to solve the problem? Thank you. Best, Michelle
Me dice que no tengo permisos para covertir un lead en oportunudad
Mis credenciales son como CEO y Adminstrador . De la ultima vez que transforme lead , aparecieron campos personalizados que tengo como obligatorios en Oportunidad , no se si eo puede estar influyendo
When Converting A Lead, Can Not Create New Opportunity
When Converting A Lead, Can Not Create A New Opportunity Required opportunity fields are part of the process and a formula field called Total is part of in the conversion ? Please advise
Leads access to partners + sales
Hi I cannot seem to find the answer to my question anywhere... I have created a partner users for my partners who bring me leads....and i want my partners to have access to their own leads/contacts and also be able to view what my sales team is doing... Example: Partner has brought 50 leads and i will assign the leads among 4 sales people.... (the partner should see the comments/modifications to all 50 leads) - Sales should see their own assigned leads and nothing more... I would like for the partner
Is there a way to only view overdue leads per location?
I wanted to categorize overdue leads per location, is this possible?
Authorization issue
I want to upload “leads” from excel (.xls) to ZOHO CRM. I tried two ways, 1rst, “import leads”, 2nd “import lead for organization”. Working fine when Admin launched, and he can fully manage imported data. But, when I log in with my own user profile (Standard profile) I can’t access the imported leads. Please could you help? Best Regards J.Kieffer
Authorizations issue
I want to upload “leads” from excel (.xls) to ZOHO CRM. I tried two ways, 1rst, “import leads”, 2nd “import lead for organization”. Working fine when Admin launched, and he can fully manage imported data. But, when I log in with my own user profile (Standard profile) I can’t access the imported leads. Please could you help? Best Regards J.Kieffer
User Role
Hi all, I have set up 2 users, myself being one of them with no issue and both under one User Role. I am now trying to add a User but the field for User role will neither let me type into the box nor click the user tree. Does anyone know what I am doing wrong or how to fix the problem? Many thanks in advance Warmest B
Logo won't show up correctly...
I have uploaded my company logo and it doesn't look right. Here is what it looks like... Here is what it's supposed to look like... I've deleted it and tried everything I know how to fix it. Can someone please help?!
The ZOHO MAIL DONOT RECEIVE MAILS FROM GOOGLE AFTER 01/2015
The ZOHO MAIL DONOT RECEIVE MAILS FROM GOOGLE AFTER 01/2015
sort activities by due date
Hello, I have a small problem which is making me mad! After sorting my activities by due date and leaving the page, the sorting is lost when I return tne page. That means that I have to resort my activities every time I return to the page! I don t know what went wrong, because in the past it has always worked well... Please help me out with that! Thank you in advance, Dennis
Tabs on browser to reflect the tab that is active in Zoho
When using Zoho I normally have 4 tabs open on my web browser each with a different section. So for example, one would be open to activities, contacts and accounts It would be great if the web browser tab could change from Zoho CRM to Accounts when im in the accounts module.This would be great so i dont have to click between the different tabs to find the accounts webpage Is this possible... Does this make sense? Daryl Target Solutions
CONTACT FROM ONE COMPANY TO ANOTHER
When I move a contact from one account to another, the contact keeps the address and the phone number of the old account. Please could it be implemented so that we don't have'to manually change the address and telephone number. Thanks much Daryl
Best Practice - How can I view email conversations associated with CRM account names?
Looking for some discussion and possibilities on how to do this. We've got over 1,000 client locations. Each client location is currently represented with a child account and associated parent account. For some reason Zoho mail CRM only sorts incoming and outgoing emails by contacts instead of by account too. So if we have an email associated with an 'account', we can't see the corresponding email communication unless we also create a 'contact' with that email address. And even then it's only
Tab order for fields
I have my sections setup as two columns and when I put the cursor in the left top field (let's call it position 1Column,1Row) and then hit TAB, it goes to the field to the right (2C,1R) then next TAB goes down to 1C,2R. Can I adjust the order of the tabs, so it goes 1C,1R to 1C, 2R to 1C,3R, then at the bottom of the first column, it will go up to 2C,1R.
Setup problem
Hi, I have created new custom field 'Address'. It works ok for leads, contacts and accounts but .... it doesn't show in invoices Quotes and Invoices!!! How can I map these fields to make them visible in quotes and invoices?? Kasia
New Setup
Does anyone know of a good tech that can help us configure and setup custom fields in the the CRM to meet our needs? Thank you for any referral.
See emails from co-workers to contacts in CRM
Hi, I would like to see all the emails from me and my coworkers to contacts, now I can only see the ones that I have send. Any ideas? Thanks
Problem importing my potentials
I've import all contacts, customers... but cannot import potentials. any suggestion?
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