Calendar and scheduling / completing calls
Hi, I want to be able to go into my day. See my activities. Then, as I complete them, I want to schedule a new task. When I do this, I keep having to change screens. Plus, after I've completed a task, it still shows up on my list of activities to do, even though I already completed it? So, I keep going back to to the same tasks. How to I get them out of my daily task and how do I schedule a follow up task without having to go to a new screen? Also, when I go back into the account later, I see
Change Event Default Reminder to "None"
How do I change the default for the reminder on Events to "None"?
Macro does not associate Account to Contact
This is so basic... when I run a macro, the Account does not associate to the Contact so that when I'm looking at the Activity rollup, I can't tell what Account the Contact belongs to; not to mention that the information in the Task is incomplete.
Webhooks Error
We set up a webhook related to a case, but Zoho gives an error-1 indicating it can't communicate with the server. But we can paste the URL into a web browser to communicate, and we get a response. Please advise.
Changing a text field to email field (across all records in the CRM)
Hi, When I set up my CRM I made some emails fields simple text fields for some reason so it's simple text with no hyperlink. I'd like to change all of them so the hyperlink shows up that allows quick composition of emails. Is it possible to change this now? Or do I have to manually enter them all in again? (we have over 1,000 accounts) Thanks for the help. Aaron
Creating additional notes area
Hi, just curious if I can clone the Notes area so we have two identical notes areas. The point of this would be to have internal notes (with time stamps) viewable to our team internally. Then we could have a second notes area (with time stamps) that we could use for profiles of users who need to view only very limited areas of our database. They would have access to Notes 2 (for example) but not Notes area 1. A simple text area as a solution wouldn't be ideal because there is no time stamp/user
How Can I Email a Case to a supplier
Hi there, please can you tell me how I can email a case to a supplier please? With contact details etc from an account, Thanks Mike
Full english release when based in France
I am located in France, I choose the English US language. The menus, the screens and reports lay out are in English but the data / pop up windows are in French ?
Organizing Leads or Contacts
Hi, Is it possible to organize leads and/or contacts in Zoho? I'm using Zoho CRM. Sometimes I'd like to send a mass email to a specific group of leads/contacts under a certain category. But there seems to be no way for me to initially categorize my leads/contacts. Thank you.
Add print and save button in Lightbox
Hi, I already use lightbox display images (company name card template) But now, user have requested to add a function which able to print and download this template. I have try using available coding which I have download from sandbox (copy paste lightbox.js and lightbox.css) but unfortunately nothing happen to my trial. So, what actually my problem?Can anybody help me. Thank You from beginner using lighbox and javascript
Sharing Brand Specific Leads with Brand Managers within CRM
We are using Zoho to manage franchise sales for several different franchise brands /companies. We have sales people assigned to working the leads. Each franchise lead is defined by a "Franchise" data field in the Lead record. I would like to share "view only" these brand specific leads with the Franchisor's brand manager. The Franchisors Brand manager are defined users in Zoho. Best I have done let's them see all franchise leads, not just for their company. I have reached out to support several times,
Problem when converting lead. Information in "closed activities" and "notes" fields is not carried over to the new account.
Hi, Am I missing a setting or something. If I have lead that I have logged calls on and added notes during the selling process. I want that information to be carried over to the account that is created when I convert the lead. Is it a setting for this or am I doing something wrong? Roger,
1000 Contact Limitation --> ZOHO CRM Professional?
Hi... We have a ZOHO CRM Professional and added a Google Contact Sync (unidirectional from ZOHO to Google Contacts). Unfortunately, it seems to be a 1000 contact limit for syncing, but we have more than 3000 contacts. Please remove the limitation for our account on the domain quellgebiet.ch. Thanks
Issues with Audit Log & Task visibility
So I'm trialing the Zoho CRM Professional Edition, and am the Adminstrator for our account with 3 users. I'm concerned that the Audit Log is not showing the creation of a new Contact [by me], but is showing the creation of a Task for that Contact by a user. Also, if I click onto the details of the particular Contact, then I don't see any Activities for the Contact - but if the user clicks onto the Contact, they see the Task they created. Surely as the Administrator & CEO I should be able to see
Edit a Custom View for New Potentials (Current Week, Current User)
Hello, Are there any expressions i can use to filter for current week. Context: New Potentials created this week. I do not want this to be static meaning i have to keep changing between filters each week. Any ideas? Many thanks
Any ideas what this is, it shows up every few weeks for the past few months.
Anyone know what this is and why it keeps reappearing after developers keep tinkering with zoho CRM? It
Tracking Contacts through a process
Hi there I am looking for a way to track the progress of contacts through a custom process. Example: I am running a pilot program for software, and to bring contacts onto the pilot I need to walk them through several steps (or phases) before they can enter the pilot then additional steps post pilot etc... I would like to set up the steps and be able to view which contacts are at which stage through the process in a single view (or report). I thought "campaigns" may be the answer however I can't
Web form notifications not working - urgent resolution needed
A recently created web form is not emailing notifications to me or the person who filled the form in and not entering the entry as a lead into Zoho. Everything is set up correctly. This is business critical and I'm getting no response from Zoho support by email or phone.
Webinar on Zoho Survey's Integration with Zoho CRM on 4th November, 2014
Understanding your customers is the key to customer retention. With Zoho Survey, create surveys to measure satisfaction, gather feedback on your business or product and know what your customers need. Register for our webinar to learn how to configure Zoho Survey in Zoho CRM. This integration enables you to send surveys and view responses right within Zoho CRM In this webinar you will learn how to: 1. Create surveys to gather feedback 2. Schedule and distribute surveys and track responses instantly
When you have only general e-mail of the company
Hello. How are you doing with leads without personal contact. I mean You know webpage of company and general e-mail. For you this company is lead (you will contact in the future, intent to reach person who is responsible for decision making and etc.). How you fill Lead? Or are you filling account instead? In the leads you need to write last name (but you don't know it yet)? <lead is person, but why it is person, not a company?> Thank for advice Paulius
zoho crm: Singapore locale
Hello support, The date format for the above locale is appearing in the mm/dd/yyyy format while the correct format for Singapore is dd/mm/yyyy Can this be fixed? Thanks
Web form notifications not working - urgent resolution needed
I've created a web form but the notifications are not working. Settings are as shown in this picture. Urgent help needed please.
If I upgrade and make changes will they still be available for me if I downgrade the CRM?
I would like to add or to modify some fields. I am using a free account. What if I upgrade the account for let´s say 3 months and then I downgrade the account again after that period of time. Will the changes I made still be usefull? Or they will get lost with the downgrade? Thanks
Zoho Crm Java Script does not work after latest Java update
When trying to import prospects the drop down menus don't work for field mapping. The following javascript error appears: Script: https://js.zohostatic.com/crm/v665/javascript/zohocrm_primary.js:1
Add note now requiring two clicks?
Hi there, It seems there have been some changes to how ZohoCRM is functioning, in the notes area in particular. For example, until a couple days ago, I could click in the Add a Note field and immediately type. Now, I have to click a second time in the field that opens up, in order to add content. How can I go back to the way it was, i.e. click once and type into the Note field? Thank you.
Space problem between paragraphs in massive e-mailing
Hi, My e-mail template looks perfect in the preview but when I send it to my contacts, it doesn't have the spaces between the paragraphs and lines I put in it. Why is it so? what can I do to fix it? Thank you very much!
Can I have various users using the same account
Is it possible to purchase one CRM user account and have various employees use it? I dont want to purchase an account for each employee, its expensive for our company. Can we buy 1 user account and then have a field that the employee enters their name so that we know who is using the account or who is editing information. For administrator level activity can we also do that inside of the same user account, using a password? or should an administrator have a separate user account purchased?
Formulas displaying while creating
Hi, Currently, custom formulas only evaluate after fully finishing a form. I am aware that in the potentials module the "Expected Revenue" field updates as you type in values in both the amount and probability fields. This means that there is functionality for formulas to visibly update, but there isn't any availability to create custom formulas to do this. Is this possible? How long will it take for this to be implemented?
Copying interface configurations
Hi! I have been using Zoho for a few years and have been able to customize my user interface to my specific needs. Now a business partner would like to sign-up for Zoho and because we are in the same line of business he can use most of my interface as is. Questions: Is there a way to export just the CRM interface configuration without exporting the data? And is there a way to import those settings into his account? This would avoid having to rebuild the interface from scratch in his account.
Installed Microsoft office and outlook plug in no joy or not working
I am using office 365 Joe Banaticla VP Sales USA Rosun Natural Products Inc E-Mail: joe@rosungroups.com Feel free connect with me at LinkedIn: joselitob@gmail.com
Chrome OS does not support skype so how do I enable google voice and will that work in place of skype
Pretty much my issue is said in the topic. Joe Banaticla VP Sales USA Rosun Natural Products Inc E-Mail: joe@rosungroups.com Feel free connect with me at LinkedIn: joselitob@gmail.com
Contact and Account Integration
I've been working with Zoho CRM for about a month now and am quite frustrated with the lack of integration between Contact and Account records. Perhaps someone can tell me a better way. We are a software VAR and as such, we need to contact our clients through a variety of querys. For example, At the Account level, I'm able to add what Products the client owns. However, I can't create a query (or figure out how) that will select contacts for a blast where certain Products are owned. Our consultant
My colleague who is also the Admin on the ZOHO CRM is unable to view my emails to leads or accounts
Hello! I and the CEO both are admin on the CRM. We both can see emails of other colleagues who are not admins. But he cannot see my emails even though I have set them as "Public" in the ZOHO Mail Add-on settings (just like other colleagues whose emails we both can view). We require that this colleague (the admin) is able to view my emails associated to my contacts/leads/accounts. We use our company's domain emails and not the ZOHO domain email addresses for anything. Kindly inform if there is a solution
Zoho Outlook Plug In
I am using the Zoho Plug In for Outlook 2013 and find that my Add-Ins toolbar where the plug in resides has vanished. When I go to view and manager the Microsoft Office Add-Ins it shows me that the Zoho CRM Plug-in is "Inactive" but it cannot be activated and the toolbar will not reload. I have uninstalled the plug in, outlook and office and reinstalled and all was fine for a couple of days and then again it was gone. Anyone having similar problems or does anyone have an explanation or solution
Sorry, you can not create more workflow rules of selected module in current edition.
We currently use Professional edition, so we're limited to 10 workflow rules/module. I understand that if I upgrade to Enterprise, we will have 30 rules/module. However, this is not enough. Is there any way to increase the number of workflow rules/module? Ideally, we would like to have 50-100 rules/module. Thanks! Brock
Export event options for Google Apps not available.
Hello. We've followed the instructions here, but they haven't worked. https://www.zoho.com/crm/help/google-apps/export-events-to-google-calendar.html Please help!
Adding a Sales Person
Basic question for most but how do I add a new Sales Person?
Attachment Upload does not set modified or access time
Bug: Uploading a new attachment to a Lead should set the Lead's "Modified" time to the upload time; currently all time fields are unaffected. Explanation: When a new attachment is added to a Lead, neither the "Modified" nor "Last Accessed" times are touched, so there is no way to get a list of Leads with new attachments short of checking every single Lead with an individual API call. This is particularly problematic in light of the inability of non-admin accounts to see API Usage data
Create a sales order automatically
How do I get Zoho to automatically create a sales order when an opportunity is changed to 100%?
Zoho won't connect with Gmail
I am getting an error message when trying to send email from ZohoCRM through my gmail account. It used to work sometimes but now won't work at all. I get the following error message in Zoho. How can I fix it? P.S. The error message says to log in to my web browser but I am logged in and I still get the error message. Error while processing the request! Unable to connect SMTP server:smtp.gmail.com Reason:Authentication failed:534-5.7.14 Please log in via your web browser and then try again. 534-5.7.14
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