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
Can I export leads from my CRM into an excel spreadsheet?
I entered the lead info into the CRM, can I pull the info back out of Zoho to manipulate the data?
Reminders
Hi Everyone! I'm just getting started with the free version, and I'm considering to get the paid one. However, I want to make sure that the CRM will fit my needs first. I have a few questions: Can I customize fields (add new ones) in the accounts layout? Can I have reminders on my tasks, AND repeat them when I repeat my task on the future years? Can I export all my Accounts in one "master client list" if I need? Can I attach external PDFs to the accounts? Is there any calendar available on the software?
Zoho Mail Add-On is missing
In setup there was an option in zoho apps for zoho mail add on. Where as this feature gone? Please replace we need urgently.
Update Macro - cannot edit existing Task
The more I use this system, the more it is apparent that basic functionality is missing.
Potential Reminders
Hello all, 1. Is it possible alert the potential owner when it has been updated i.e. by email or mobile app? 2. Is it possible to alert the potential owner when it has no fields have been updated for a given period of time? Thanks Neil
ARE THERE ANY Zoho CRM & Campaigns Subscription Payment Options OTHER THAN CREDIT CARD.
Hi, I sent an email to Payments@zohocorp.com a few days ago but got no reply......! I called your support line, but was told they could not answer the questions.......! Can I pay monthly by bank transfer or direct deposit? Can I pay annually by bank transfer or direct deposit? In other words, can I pay by a method other than credit card. If I can, then what are all the methods. THX David
Why doesn't the scroll wheel on my mouse work after setting a event on the calendar?
Why doesn't the scroll wheel on my mouse work after setting a event on the calendar?
Desription Field
On the Accounts page - description field. As I add information into the Description Field it pushes the two column information on the Accounts page over into two pages. This only happens on my PC - note Ipad or Iphone. This just started happening. The information going into the Description Field previously wrapped itself in the provided box to keep all Account info on one page. I cant figure it out Any help out there?
email add on problem
My sent or received emails from my zoho email add on don't show up in my zoho crm
Workflow Automation, Auto Responders, or Campaigns?
Group, We have a web based software and prospects enter our CRM in 2 ways and we send out a series of emails 1) Leads from Trade Shows, Web Form, Prospecting, etc - those of course go to leads - They are sent emails every 5 days, which we have setup now via workflow automation and time based actions. 2) Users sign up for a Free 30 Day Trial and are put into Contacts - They are also sent automated emails at certain intervals, also setup via workflow automation. For example upon signup (welcome), at
Layout Customization - Accounts Page - Contacts Section
Is it possible to add 'Contact Title' to Contact Section of Account page?
Chaning the owner of mulitple accounts/companies when an employee is replaced by another
One employee was terminated and is being replaced by a new hire. Is there a way to replace the new hire's name as the account/company owner on all of the previous employees accounts without having to do each one individually (which is crazy time consuming)? Thanks, Christy
Child Picklist
I have a pick list is it possible to have a child pick list that will show up when something is selected on the first picklist?
custom forms not appearing
Hi, Im been working with zoho for 6 months, already customize forms for my business and working great until yesterday, new forms for new contact or prospect appear as Im a new user for zoho, only mandatory fields, I check audit log and everything is there, fields added are there too, but also when Im going to contacts and want to edit usually appears all fields and layouts already made, now appears only the mandatory as origin. I sent this issue to zoho support but not receiving response yet, can
Zoho and AWS SMTP SES?
Is it possible to link Zoho with AWS SES to send out 10,000 emails in my prospect list? These are opt in email.
Professional Edition Free Trial
Is it possible to get a free trial to use the Zoho Professional Edition for a limited period without any additional payments? We currently use the Standard Edition.
Free Trail for Upgrade to Professional Editions
Is it possible to use a free trial to use the Zoho Professional Edition for a limited period? We currently use the Standard Edition.
PDF
When I export to PDF a quote or other things (invoices, …) that has more than 1 page length, the PDF generator does not work properly…..what I should do to see the headers in ALL the pages??....I cannot see the header (logo, …) in the 2nd page!!
How upgrade to CRMPLUS
Hello support, Today we have 2 useres created and active for this zoho solutions in "free-paid": - CRM - Support - Report - Creator - Campaings Any pre-requeriment for make an upgrade? how i do this? Thanks
Screen viewing problem in Case Information section
Within the last week or so, my screen suddenly changed, such that the Case Information section is all the way to the right...sometimes completely off the screen and sometimes half-way off. I have to grab the tool bar and shift the entire screen to view the data. Nothing else on the Case page seems to be affected. Can this be fixed? Also, as a side note...really dislike the "Add a note" verbiage that started appearing about a week or two ago in the Case notes section...and which you have to delete
How upgrade to CRMPLUS?
Hello support! We have 2 users now using this product on "free-plan": - CRM - Campaigns - Project - Support - Report With Google Apps. How can procedure to upgrade a "CRMPLUS" (integrated) version without lose data? Thanks
What on earth is going on with email notifications!?
Hello, One of our users is receiving email notifications everytime someone posts a new thread here or one is updated? I'm not even receiving updates on the threads I posted it's driving him nuts. I've had to disable his Zoho account until this is sorted. It's a brand new user created yesterday. Please advise ASAP. Neil
My emails do not go through... and i do not know about it EVER
you can have an email bounce due to lots of reasons, incorrect emails provided, typed, taken down.. these are our life blood but we never know until it is too late, that our perfect response, best information, has gone into the ether please tell me you have a solution or are about to have a solution?? thanks
My first post is missing
I posted a question 30 hours ago and it still hasn't showed up. It said Awaiting Moderation or something like that. What does that mean?
How to transfer free trial version to PRO Version
Hi there, My boss has two accounts of Zoho both are free trial version. And it has a lot of information from the accounts. Her one account of free trial she's using it for two years. Now she wants to get the PRO Edition of Zoho. My question is if she can transfer all the information from the two free trial accounts going to PRO Edition? How she will do that? Thank you in advance. Peejay
Is a b2c setup necessary or just work with b2b?
Just getting started with my setup and was wondering if it's just better to leave everything the way it is by default or go ahead and customize for b2c? Our company deals direct with consumers. One of the reasons i like the b2b setup is all the fields already transfer to each stage properly. (Quotes, Sales Orders, Invoices all populate the fields properly coming from "Account") If I setup for b2c, can I remap the fields from "Contacts"? I don't see any remapping options for Quotes, Sales Orders
Obvious shortcomings in Zoho CRM (to me anyway)
Hi, I have just started using Zoho, I have previously been using Sugar CE and still have it running mainly because I am finding some really dumb stuff in Zoho that makes me wonder if this is really the right move. I decided to give Zoho a go because I know other people that use it, and it also seems quite reasonably priced. Also I was starting to find Sugar really quite slow and clunky, just the process of adding updates to a call was really quite labour intensive and I am starting to find my sales
Restrict Users Ability to Export Data
I need to completely cut off all of our standard-level users' ability to export anything from our CRM database, in any format. How can I limit that ability? Thank you
website tracking
You announce a new feature - website tracking - but I can't find it ANTWHERE on the site. What's the joke?
make events and other data entered by CEO visable to all users
Please advise: Which settings do I need to change so that any data (including events) that are created by the CEO is visible to all other roles? Specifically, I want events created by CEO to be visible on the calender for users in roles below CEO.. Thanks!
I have not heard back...please help immediately
I have opened two tickets via email and have heard nothing back please help immediately Zoho CRM Using Zoho CRM dslavin Notes disappeared from the system due to your Zoho updates and I have still not heard a response in Zoho CRM • Using Zoho CRM • 6 days ago Notes have disappeared from the system due to your Zoho updates and I have still not heard a response. Please help as this is crazy and surely you cannot run a business this way. I have spent over an hour on the phone with you and emailed
Leads
How can I make all leads viewable by all users?
Zoho and Skype
With my Windows 8 computer, when I try to have ZOHO dial a call through Skype, it doesn't work and I get a message that says 0xc0000018. I can dial through on a different computer using Windows 7. What should I do to make the Win 8 machine work?
Identifying a name as a Raw Contact to call, not yet a qualified lead
Hello, i'm loading up the system with names that I will want to contact and see what interest they have. As such, these names are NOT leads. They are simply contacts until they show some type of interest. How do I identify the individuals as raw contacts to get in touch with, and how do I run a report for them? It seems the reports are all for Leads. Finally, it looks like Zoho tracks the sales process nicely. How do raw contacts fit into the Zoho sales process? Thanks, Stu
Join to two tables.
Please can someone help me. I need to join two tables Accounts and Contacts. I need a report: Account Contact Notes Date last modified. Thanks Gary Segal
Is there anyway to view a REPORT that shows ALL LEADS EVER CREATED? (Even the ones that were converted to potential).
Is there anyway to view a REPORT that shows ALL LEADS EVER CREATED? (Even the ones that were converted to potential).
All my closed activities have disappeared from the accounts
All my closed activities history have disappeared from the accounts on which they were posted
With the free version, can i prompt an auto generated email to when a lead is submitted though our website form.
With the free version, can i prompt an auto generated email to when a lead is submitted though our website form? People go to our site and fill the contact us form, we dont get any notifications when a request a web form has been filled out.
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