Problems with Zoho CRM Microsoft Outlook Plug-In (Add-On)
I am having problems with the Zoho CRM Microsoft Outlook Plug-In. I was able to install and setup the Plug-In correctly I believe in Microsoft Outlook, but contacts are now being created in Zoho CRM when an email is sent from MS Outlook. A contact is created and appears under Contacts in Zoho CRM but no other information is populated in the fields; for instance only the name is there (for instance "rfairley" ) which matches the beginning of their email address; but no phone numbers. Also, other
Account & Contact Layout: Selection by Alphabet Letter on the top of the page
Hi, I have a large database of contacts and accounts. I also keep the views for both the Accounts and Contacts on "50 records per page". In doing so, I have to scroll to the end of the page to select another letter for viewing. The layout would be more effective if the row of alpha characters were on the top of the page. Thanks
Open Task pane on Home Page
How do I add a field to the "Open Task" pane on my Home Page? I need to include the Company name that the task is associated with.
Mass cloneing for repeating potentials?
How can I mass clone repeating potentials from this month to next month without going one by one to each potential screen? I have tried everything including creating them in the docs spreadsheet and then exporting to my computer and importing into the crm which is crazy and awkward.
New User
Hi there. New user to ZoHo, looking for the easiest route to creating user reports to monitor remote worker activity. I have searched the forum and the only anser I can find is to utilize setup>data adminstration>audit log. When folloing this route, I have no "audit log" facility on the drop down. I am logged in as administrator and have super-admin facilities. Any advice, help or tips would gratefull received.
Additional fields on CRM Home Page
I am a home working telemarketer and use Zoho CRM to manage my activities for multiple clients. My Zoho wish list would include the ability to display the 'Ownership' field on the Home Page so that I am able to identify which client's contacts I am calling. Is this possible or should I be looking for another way to achieve my objective? Thanks, BryanR
NEWBIE HELP with Contacts
Hi, I am considering using ZOHO and wondering if you can put me on the right track. I have a medical consultancy business and assist about 300 doctors. I want to enter all their details into the system and add some documents etc and also an expiry date when I need to contact them next. Are they CONTACTS? I am getting mixed up with what is a contact vs a lead etc. Thanks Nicole
How to close Zoho free account?
How do I cancel free account with ZOHO. I have emailed two times and left a phone msg. HELP! This system is difficult to use with WordPress. Directions to complete the users, email and mx accounts do not match screens on WordPress. I have spent too much time trying to figure this out. My attempts to close the account on line are: Going to CONTROL PANEL> DASHBOARD> DELETE ORGANIZATION I am told to delete domain first. AND when going to CLOSE ACCOUNT page per : Receive the following: Close
Time feature
The time feature of when I create a lead is incorrect how do I correct that?
Is there a way to Customize the "home" page for modules?
I'm trying to be able to click on the accounts tab and when it shows me the list of accounts, I'd like to see the city and state to the right of the accounts along with the phone number. Is it possible to be able to do this? If so, how?
Last Contact Date
Hello, I just began using your CRM, and would like to know if there is a way to display the last date I contacted a lead? In the business I am in this is important to make sure I am following up on a routine basis with my leads and just for time purposes do not want to open each lead to see when I last left a note. I appreciate your response. Thank you, Jake
Creating multiple due dates for a sales order
Is it possible to create a schedule of shipment dates/multiple due dates for a sales order? The goal is to book an order that has scheduled shipments with multiple resulting invoices. Thanks
Importing and exporting notes
I am migrating from a Zoho CRM (free version) to another Zoho CRM (paid version) and so far everything went well, I exported my contacts, leads, and the old CRM potential, and imported them to the new CRM. The problem occurs with the notes. The csv file generated in the export is created with flaws (as you can see in the image attached) so that the information is not correlated properly, the effect of import occurs with failures, some contacts are notes and not others. I need a suggestion on how
Invoices - trying to add business address
I am trying to send an invoice to my customers, however I cannot find a way to ad my business address to the invoice for them to mail payment. How can I add this? Also, I am a "service" business so I don't have an inventory. How can I disable this inventory function? Charles White Renew Hard Surface Restoration, LLC
Updating relationships on mobile phone
How do we add notes and calls to relationships from our mobile phone? The Zoho CRM app on iphone does not work for relationships, only "leads".
has anyone had luck using Skype with ZOHO?
there is a phone button next to contact numbers. when i click on it, my Skype will dial the number, but then immediately hang up. has anyone experienced this?
Problem upgrading from "Old Professional" to "Professional" version
Upgrading from Old Professional to Professional, I'm having a problem doing this. There seems to be an error. I'm using a Chrome browser. I get the following message in text form: Please <a href="http://crm.zoho.com/crm/ZohoCRMStoreServlet?isStringReq=true">Create an account</a> before making your purchase I would appreciate some help with this.
Preventing user/profiles from exporting data from Zoho CRM
When adding new users onto CRM, is there a way of preventing them from exporting data (specifically accounts, contacts, leads and potentials)? We've taken on a new sales resource on a trial period and don't want them to be able to walk away with our data!! Any advice would be grateful. Nik (Super Admin)
Ipad App CRM
On the iPad app - are there plans to be able to view the dashboard? For our managers this would be the best way to have an update on what is going on in the company at any given moment. Also - if you do that - would you have ability to view two companies? We have sister companies and they both use Zoho CRM. For managers that are above both it would be nice to have them be able to log into one account and see both. Thank you!
New custom filed button
Dear all, we can not find "New custom filed" button in setup/costumization. In help file that button is on the right from the "Create section" button. Picture is att. Thank You a lot. BR, Marko Rupcic
how do i edit a contact name?
i have a field called "contact name" in my potentials. Once a potential has been created, I can't change the contact name. can you help?
Tasks/Activities
It would help to be able to have a company (Account) field so you know what company the activity goes to. We have several contacts with the same name from different companies
Attention API Users and MS Outlook Plug-in Users: Zoho CRM will disable SSL 3.0 protocol support
We wish to bring to your notice that due to a technical vulnerability with the SSL 3.0 protocol, Zoho CRM will stop extending support for it from November 30, 2014. As a result, you will have problems accessing Zoho CRM in the following cases: Your APIs use SSL 3.0 protocol to access Zoho CRM You use Zoho CRM Plug-in for Microsoft Outlook In either case, we strongly recommend that you take the following measures to overcome this issue. 1. API users: If you use APIs through SSL 3.0 protocol to access
Word Wrap in Notes Section
While using the notes section, I press enter to add extra lines in my notes. Starting today, the notes just wrap around. This doesn't allow the extra lines I need. Is this a permanent change or is it temporary?
Tareas
Sería interesante en la lista de tareas que pudiese aparecer la compañía, no solo el nombre
Help with settingings
My knowledge level of zoho is basic ... Can you set the "tax" or the "VAT" to a certain amount ? or have an amount set in default? to avoid forgetting to add the vat or tax on ? Thanks Nic.
Code for Setting Time
Hi, everyone. I'm looking for what should be a simple script that manipulates a time/date field. Specifically, I want to send out appointment reminder text messages an hour before the appointment. I was planning on having two time/date fields. Appointment Field and Reminder Field. I need a script that will " SET Reminder Field TO Appointment Field - One Hour". Can anyone help me?
Message Order
CAN NOT stand the reverse order of the messages. I would like to view my most recent message first. Is this possible?
feature request - separate first and last name in list view CRM
It would be really helpful to separate first and last name into separate columns in the list view of Zoho CRM. That way we can chose to sort alphabetically by first name OR last name without having to change the name defaults in our personal settings each time.
Sort order in Potentials incorrect
I deleted all of the stages in Potentials Stages and replaced them with new values. I was careful to enter each stage according to where it ranks (i.e., 1, 2, 3, 4...). When I sort by Ascending, the sort order is incorrect. It worked when I sorted by Descending but now it is frozen. I just started using Zoho today!
dynamic picklist
Hi there, Im am customizing the fields for the accounts module in ZoHo crm. Now i found a problem, What i would like to for example is: 2 picklists. one Picklist with option A, B and C Here comes the tricky part. When option A is selected I Want Picklist two give the options a, b, c and d When option B is selected I Want Picklist two give the options e, f, g and h When option C is selected I Want Picklist two give the options i, j and k Now is my question is this possible and if yes how? List one
Password protect Email
Is there a way to password protect an email?
Problem upgrading CRM version
When I go to <subscription>, then <change edition> and the choose the Professional version (I am currently on the old Professional), I get the following error on a further empy screen: Please <a href="http://crm.zoho.com/crm/ZohoCRMStoreServlet?isStringReq=true">Create an account</a> before making your purchase Any idea what is wrong here? Of course I am logged in, so creating an account is not possible anymore...
I´m totally unable to import a CSV file into Zoho CRM
The file is correctly read by Excel when it´s imported to Zoho CRM it´s always giving errors or reading the file in a wrong way. I´ve try all types of combinations. Thanks in advance
TASKS
When adding notes in the task screen, it used to also place them in the actual customer's notes too. It's not anymore and caused me duplicate our contact with customers :(. I don't think I should have to look in two different places for notes.
Add Potentials Hyperlink missing
This is on an account i have open the hyperlink under potential is missing so i cannot add it, anyone else notice this?
Allow Automatic Emails to be Sent When Potentials are Uploaded
We automatically upload quotes with a value of >=$5000 to the Potentials module to make it easier for our sales team and improve the quality of information. What I REALLY, REALLY want to do is send an automatic email to the Potential Owner and the Potential Owners Manager when these are uploaded to alert them that they have been added. It works when someone adds them individually. I have since learned that the automatic send does not work when Potentials are uploaded, only when they are added individually.
New custom filed button
Dear all, we are trying to add new custom filed in Potentials section ( help instruction ), but we do not have "New custom field" button there ( att. picture ). Please help. Thank You a lot. BR, Marko Rupcic
Turn Company to Account in Leads
When importing or creating a lead, is there a way for the company name to automatically become an account and pull information like addresses, phone numbers, etc?
CRM version
Hi, my compagny had a business account with 7 users. One of my user was able to connect himself on the system on December 16th. The same person tried to connect today and the system told him that his account was disabled. When I connect myself on the system, I found that we came back to the basic version. What happened ?? We really need to come back to the business account because we produce all the invoice on the CRM. Please help me Thank you
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