Custom Modules
If I have a Custom Module and I downgrade to the free version during my off season, will I lose that Module?
Permission denied to administrator
I'm trying to look at converted leads reports and I'm getting denied permission. I am the admin and the only user on the account. Thanks!
task list
In my list of tasks it doesnt list who the action is for
Role permissions
We need to change role permissions in the way that this role would see only leads for which it is responsible for. What should we do?
Completed Items in Open Tasks
I have tasks in the Open Tasks area that are completed but still show up on the Open Tasks page. There is no way to remove them short of deleting them. Any ideas?
Can't get First Name and Last Name to show in any views?
I am no longer to search by name, first or last because neither of them show? I am ready to start a whole new CRM and trash ZOHO, it never works right????
Update CRM Records using a Spreadsheet
Can I use a spreadsheet to make multiple edits and then update at once. Sort of a connected spreadsheet. There is a custom Excel Plug-In that allows me to do something similar in SFDC.
Integrating survey with crm - anyone?
would like to be able to pull up a contact on crm, call them and ask them questions i put together on survey. then have the survey report attached to that client on the crm. also, would like to see the totality of surveys done on all the clients at the end of the day. anyone know what im talking about?
Creat Web forms for Products
I need to create a web form from the fields which come under products. Doesnt seem to have that option.
How do you export leads and accounts to an Ecxel file?
Im looking to export all of my leads and accounts to an Excel file. How would I go about doing this?
new propect sync. for email message
hi, i synchronize my new prospect from gmail to zoho crm (through bcc dropbox protocol) , that's fine. I 'd like to know now if i can set an automatic task (set beforehand in zoho) to send this new prospect a email message coming from a scenario .. Tks for your help !
Edit Button for Stage isn't working
In my potential record, the edit button for stage doesn't seem to work? So I'm having to go into the edit profile part and change it through that.
Removing Mail Account from Standard Edition after Trial of Professional
Hi, I was trying out the professional edition of Zoho and demoing the email integration on Exchange server. We ultimately decided to go with Standard edition for my company, but I didn't delete my email account from the Zoho server before buying the subscription. Zoho is still pulling my emails into it's server which has the hugely undesirable effect of marking my emails as "Read" within Outlook. Can someone tell me how I can remove my email account from Zoho? Standard account doesn't give any email
ZOHO CRM
I am not sure what has changed recently but we can't use our CRM any more - this is a SHOW STOPPER for us! The PDF export errors! We can't add tax (GST) to a quote or and invoice! We can't edit products (qty or price) once they have been added to a Quote. We seem need IE now where previously we could use Chrome and or Safari. WOW - this is bad!!!!! We need this fixed ASAP!!!
After New Update, Cannot Edit Quote Numbers
We need to be able to edit quote numbers to continue our previous numbering system and the new update has changed the form and prevented us from doing this. Please bring back this feature, as we are at a standstill until we can edit our quote numbers again.
Updates to lookups in sales orders and quotes are not working
We use several fields to look up an item and the new look up limits us to product description and product code. Both of these are used multiple times to different customers. To differentiate the same code but different customers, we use other fields to look up a product for the sales order and quote. These other fields are no longer accessible. We've written to zoho every day since the discovery on Thursday 11/13 and have heard only that the enhancements make the world better. Not for me. Does
I need Zoho CRM help with set up and some slight training. We are a 3 person shop and need some help
Set up 3 users and help us with how to use the product better. We would also like to integrate the product into Quickbooks and our website to automate and reduce hours spent re-keyeing.... Help. Mitch@frozensolutions.com
Negative Numbers do not calculat correctling when printing or exporting to PDF
When I enter a negative number in a item price or in the adjustment field, it displays correclty on Zoho but if I print or export to PDF, the invoice does not calculate the negative numbers correctly and instead treats them like positive numbers.
How to get the old price books interface back in when generating a quote?
Our sales team is trying to generate quotes now and are finding the interface which requires searching for products unproductive. We have multiple price books and our sales people may or may not know each of our discreet elements.
Worklfow automation, please help me!!!
Hi everyone, I would like to solve some questions about workflow automation. I would like to create a rule for the most important accounts that my company have. So I would like to trigger a rule every time that one these accounts' turnover goes down. So my Sales Rep can keep track on those accounts by creating a task. for them. I have the Standard version by the way. If anyone have any idea to sort I will be pleased. Thanks in advance.
Limit on contacts and on import?
Hi I am being blocked on my contacts tab stating that i reached my max limit. I have about 7 contacts ONLY. Can you please check why i get this? Secondly i can now also only import 43 or so records. Is there a hidden limit on how much i can import in total? Can that be reset? Thanks Philipp
Combine information - create view from Contacts and Account information
Hi There Can someone let me know if its possible to combine views, e.g. I need a view in the module contacts with information about the account. Account owner is selectable but not the field Rating. How can I add this information to to Layout Contact and to the view of the Contact? May this is very simple but I do not found results from the zoho-help. Best regards Anna
Thinking of upgrading to Professional, but have a question
I am interested in Zoho CRM Professional version. I want to trigger reminders based on Lead type (as shown in your video). However I am confused: in Workflow Management (on the plan comparison page) it says 'Time-based Actions' are not included in the Professional plan, but other aspects of Workflow Management are. http://www.zoho.com/crm/comparison.html I want Zoho to automatically remind me to follow-up with Leads and Contacts, based on Lead Status (or another field). When I follow-up I will
Update a contact's details through import
Dear I have a question, as I do not think we are using Zoho CRM in a standard way. We have a contact in the CRM (with information like a conference 1 that he attended). Imagine we import the list of participants of Conference 2 and that this contact (who attended Conference 1) is also attending. How can we import the list of participants of Conference 2 and UPDATE the contact's participation in the conference, without deleting the existing contact but updating it? Thanks Pascal
Batch\Bulk Update of Recording Using a Spreadsheet
I need to update a
Introducing New Features and Enhancements in Zoho CRM!
The latest features in Zoho CRM today include automation of approval processes, an option to book accommodation for your teams during events, and enhancements in the inventory modules. Take a look at each feature to learn more! Approval Process Automation Often, there are instances in business when a certain task requires the approval of one or more decision makers. For example, a sales rep offering a discount to a customer may not be able to do so until his senior manager approves it. When this
Difference betweeen an Account record vs. Vendor record?
What makes the distinction between an ACCOUNT and VENDOR? They almost seem the same?
Widget "Zoho CRM - Affordable On-demand CRM"
The widget in GMail must be optional! It is poorly designed. Takes too much space. It is visually invasive (does not fit with the rest of the GMail theme). Please remove it or at least make it optional. I will leave Zoho CRM just because of this issue.
Multiple Picklist field does not work in contacts
In my laptop (Mac) I created in contacts a multiselect picklist field with some text values but when I want select one or two or a few selections I can not do it. However in my iPhone I can do it, Why? after that when I check the same contact in my computer I can see correctly the selection.
Synchronizing CRM from Book
We initially started with Zoho Books, so our Customer and Vendors records, need to be synced with Zoho CRM. Based on what I understand of the syncing process, it push one-way from CRM into Books. Is it possible to sync from Books to CRM. Thanks
problem with executing xpath and iterate task
hi i have encountered a problem extracting key values pair from after using a "post url " function i used the following script: contData=map(); contData.put("TransType","C:INSERT"); contData.put("Username","username"); contData.put("CompanyCode",CompanyCode); contData.put("CompanyName",FirstName + " " + LastName); contData.put("CompanyAddress",MailingStreet + " " + MailingCity + " " + MailingState + " " + MailingCountry + " " + MailingZip); contData.put("CompanyEmail",Email); contactDetailsMap =
I can not do the research of products in my custom field
I have created a my custom field with a my custom code for every product; in the old version when I researched my products, I put my code and I had my product. NOW NO!!!!!
Updating a record based on a date in another field (automatically adding time to another record)
Hi, I have a custom module I have created for construction and property based transactions. One of the functions that is increasingly becoming more and more important is the ability to automatically populate dates based on dates within the same module. For example field 1) is updated with a date. I would like fields 2) 3) and 4) to also be updated based on the date that is entered into field 1). Here is what I have tried: I can create a formula to auto-populate each field but then the fields are
Stage advancment
How can I set up a workflow rule that will automatically advance the stage of an account based upon the type of email set?
Invoices pdf corrupted
Hi, yesterday I realized that invoices pdf is impossible to download. The pdf file generated is corrupted and it's impossible to open it with any pdf reader. I don't know if something has been changed since invoices where ok before yesterday. Please help very soon! Thank you Veronicac
Attachment not working properly with ZOHO Doc's
I really like the new attachment scheme however. There are issues. 1. Attach from desktop works as normal 2. Attach form Google works 3. Attach from ZOHO gives me the following pop out screen and there is no way to do anything nor exit. Yes, I am already logged in. Please advise.
Cannot be saved
Hi Good Day! I tried to click Save but it keeps on saying "Please enter a valid website" . What do i need to do ? Thank You!
old text with character limit had changed in "small" character limit
My custom text field without character limit had changed in "small" and I have forgotten al lot of text!!!!!!!!!!
Mailchimp / Zoho integration fails - keep saying "please check username and password"
I tried to integrate Mail Chimp with several Zoho accounts and all of them generates an error message "Please check your username and password" Zoho subscription: Standard Mailchimp subscription: Free PS: I have contacted Mailchimp but their solutions didn't help PS2: I do input the RIGHT login/password combination! Thanks in advance for your help Abdelkrim BOUJRAF http://www.amia-systems.com
How do you make the Campaigns Table visible to ZOHO Reports
Hi I can see the normal tables from CRM in reports - Leads, Potentials and have used these to build some tables that give me conversion ratios by lead source, by month year to date etc. However, what I would like to do is relate this information to the marketing campaigns so that I can see cost of lead, meeting, sale but can't see how you can access the Campaign table in Reports. Any advice? Nick
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