Cannot create a New Event Tomorrow Onwards
For some reason when a Standard User is logged into the Zoho Mail platform and tries to create a New Event tomorrow or onwards within an Account or Contact in the CRM App, it will not let you do so. But if you log into Zoho CRM and go to Account or Contact and create a New Event tomorrow or onwards it allows him to do so. Any ideas as to why this might happen? I have Administrator access in Zoho and when I am logged into the Zoho Mail platform and use the CRM app through my Zoho mail, I can create
Zoho API
Hi I am new customer of Zoho CRM. I need to integrate Zoho CRM to our backend of web site www.biz4loans.com I have two question 1. Can some one attach CRM to our back end which was custom made on PHP. 2. what will be approx. cost and time frame. You can call me at 559-487-4087 or emai at bali@biz4loans.com Thanks
Free migration to Zoho is expiring
Hi everyone, Data2CRm automated migration service is launching its commercial version. But you still have a little time to migrate to Zoho for free. More information on this you'll find here http://www.data2crm.com/migration/blog/hurry-start-cost-free-crm-migration Hope it is useful for you! King regards, Mariana
In ZOHO CRM, can not convert "lead" to an "Account"
In Zoho CRM, when I convert a lead, I only see "convert a Lead to Potential" and a choice to pick "Convert to otential". I don't see convert to "Account" Do you know why this is happening? Thanks.
Backdating leads
Is it possible to enter leads with an earlier date (ie ones I forgot to enter) How do I change the date then? Thanks Lorraine
Sizing of Text fields in Contact Notes
Previously, I was able to increase the size of a notes/comments field to see everything. It appears now that I cannot easily scroll up to the top of a note. Any plans to bring back sizing/editing?
Mass Parent Update
So our company has been adding stores as individual accounts. Each store has an account owner. We also have HQ accounts that represent the owners name. When I do a search for John Smith, I get the HQ account and a bunch of other accounts that are our individual stores. I am wondering if there is a way to mass link John Smith's stores to his HQ account? Thanks!
Notes text field can no longer be expanded
I enter notes all day long and it's a real challenge when the size of the text box is tiny. I used to be able to expand this and now I cannot. Scrolling up and down requires me to use my arrow key. Please fix this -- it ruins my day and I enter notes every day. Thank you!! PS: I can't attach a 41KB .png file which would illustrate this. It just keeps spinning.
How to upload files to a lead
Hi all Is it possible to upload a file to a lead? If so, how? If not, is it possible to add a custom field to do allow this? Thanks
Sum of Fields
I am trying to multiply (products.Unit * product.markup)= product profit, but I am getting no results? what am i do wrong
auto renewal emails
The last time this question was answered was a while ago. With a free CRM account, is it possible to email clients automatically when they are due a renewal? Is this functionality available with any version of CRM?
Link functionality is not working when creating template emails.
I want to create a link in to our website. I complete the details but when I press 'OK' nothing happens!
when i modify an event, the scroll of the mouse gets blocked
Hi, i don't know if it only happened to me, but everytime that i modify an Event, the scroll of my mouse gets blocked and i have to refresh Chrome to use it again. Someone more? Can you fix it?
Reports link not working
When I click the reports tab all the reports show up. However, when I click on specific report, it just says "Loading" and it never loads. Jalynn Turner confirmvip@gmail.com 214-797-2050
BCC Dropbox Not Working
Hello, We are on the Enterprise Edition and the BCC Dropbox used to work fine but now it is not working for me and my team members. We've double checked the Admin and the BCC e-mail has not changed, but when we use that BCC e-mail to one of our Zoho contacts it does not save the e-mail in ZohoCRM. Thanks, Dennis
Lookup field does more than I want
I am using the contacts tab and another tab, which I think in the standard CRM is called businesses. At any rate, when I put someone new into the contacts tab , I use a lookup field for the business in which they work (the business name). When I find the business name, the mailing address for the business comes through to the person's personal mailing address. I'm not sure what I did to cause that. I'm not sure what I can do to fix it, either! It becomes a problem especially since by the time
Scroll Bar gone
Why has the Scroll Bar facility gone from the "Notes on this Account" entry field - SO ANNOYING
Import of Quickbooks transactions is incomplete -- why?
I am trying out Zoho as a possible CRM solution, and have been struggling for days to get Quickbooks data to import correctly. First, it only imported products (rather than everything). So, I told it not to import products, and had it just do contacts/accounts, invoices, and quotes. It imported a lot of contacts (curiously, some of them show up multiple times), and 1,866 quotes and a grand total of 85 invoices. Perplexed, I turned off accounts and tried the import again. 1,866 quotes and 85 invoices.
Tracking of Marketing (Emails, Mailers, etc...)
I am looking for a way to track whom we are marketing to, when and how. Furthermore, I need to be able to populate a list of targeted "Leads" and/or "Contacts" that meet particular criteria for marketing purposes. Has anyone done this in Zoho before? If so, how can I accomplish this? Thank you.
Incorrect (outdated, possibly cached) records returned by getRecords API call
Edit 2014-10-08 15:10 EST: Confirmed that a cache is responsible, added step 0 to reproduce issue reliably. Problem Description: Edits made to Leads are not immediately accessible via the getRecords API - instead, old values are returned, despite getRecordById returning correct data. Using the latter is not a solution, as it would require hundreds of calls to find updated leads, instead of one call per 200 records. Steps to Reproduce: 0) Call getRecords API to return a group of records
Problem sync mail with Outlook
After sync the Zoho mail with my account in Outlook, the emails in Outlook appear always as read. Let's say, that Zoho is reading the emails before me, and I don't realize that I have received new mails with I check Outlook.
can you convert from possible client to account?
Hellou! I would like to know how you convert possible client to accoun t, In our zoho crm only you can pass to contact but not to account? Is it possible? how could I make it? Thanks in advanced!
Skype link - make a callto?
We used VOIP software and have it configured to handle callto: links. Skype handles these links as well, by default. Is it possible to change the Skype link on phone numbers to a callto: link instead?
Report Accessibility by User Roles
Is there a way to lock out user roles from viewing certain reports? Our administrator users need to use many of the standard reports in Zoho. However we only want the sales people to be able to use a handful of reports. For example, we don't want sales people to have access to the "Sales Person's Performance Report". I saw that if I create a new report folder, I can assign users to access it. But I can't find a way to assign users to the standard reports. Any suggestions?
sync with google +
hi, Is it possible to sync. google + profiles , linkedIn as twitter and facebook for the contacts crm view (12 paid version) ? Tks..
Customer Changes Company
I find that when my customers leave the company they are working with I follow them to their new company. What should I do with my CRM entry? Do I delete the contact that is associated with the old company and create a new contact? Do I edit the old contact and move it to the new company? I don't want to have a situation where the old company who is still a customer loses the relationship with his data or I don't want to bring the old company data to the new company and I certainly dont want to
Can I just archieve my tasks rather than delete them?
I want to be able to reference what was done after a task is completed but don't want completed tasks clogging up my to do list. If I delete them are they gone for good or can I still find them somewhere? In other words how can I move them off of my active list but still reference them as needed?
Notes Window Change (PLEASE FIX)
Hi, the notes section of zoho has been updated. A huge issue now is that you cannot expand the window to see the full note that you are editing. What makes this worse is that you cannot scroll in the window to see what you wrote before. Can you please fix this ASAP. This is very important to our business.
How do I get call button to work?
Hi there, When I click on the call button, nothing happens. What do I need to set up in order to integrate with my VOIP number? Thank you.
A problem with Activities Listings
Hi there.. here's an interesting wrinkle. If you are looking at a CONTACT and see that you have had 10 Activities with them, but wonder if there are more on the next page. If you CLICK the 1 to 10 arrow on the bottom of the screen, you will go to the second page of the activities listing. Great. HOWEVER, if you only had 10 activities, there is no page 2, and consequently no way to get back to page 1 without signing out of the contact listing and going back in. There should be a BACK arrow to get
Looking to auto reduce an amount
Many times I need to send out progression invoices from a sales order for jobs that are project base. Is there a function or can I create a custom field that would take the total amount of the sales order and reduce it as I create invoices?
Create and Map Fields Easily During Data Migration!
While migrating data from other CRM systems into Zoho CRM, you may have faced this particular difficulty of having to create certain fields manually before migration. The reason is that Zoho CRM does not always have all the fields that different users may require. But you can now heave a sigh of relief, as these efforts are no longer necessary! Our latest update ensures that Zoho CRM identifies fields that are not mapped but available in your import file during the migration. You get an easy option
How do I see what emails have been sent when using the Send Email button with an Email Template
I can find no way to see which contacts I have sent emails to using the Send Email Button in potentials. Is there a report or something or a way to CC my outlook email account so at least I can have a copy of the email that went out.
Can't attach files from GDrive other than documents or spreadsheets
I've got ZohoCRM installed on my Google Apps domain and synchronization over various aspects (calendar, contacts, email) working properly. However, when I try to attach a file from GDrive like a PDF or a PNG, the GDrive dialog on ZohoCRM closes without any error but I cannot see the file attached to the contact or the account. I've realized that if I select a GDocs spreadsheet or document,it gets attached correctly...but with other types of documents I couldn't manage to attach any file. Could someone
incoming email linked to the contact who send the email.
Hello, I have configured my zoho email account, so I'm able to send email to the contacts I have in Zoho. I can see the mail I have sent in the email module of Zoho AND in the fiche of the contact, no problem. But when this contact answer to my email, I see the answer ONLY in the email module of Zoho, not in the fiche of the contact. How is it possible to link it directly ? Thanks in advance !
Reporting
How do I pull a daily report by users on accounts or prospects that they have accessed that day? It is also possible to pull a report to show the account notes that were created by user on a given day?
Why can´t I see the AMOUNT field when I create an opportunity when converting a possible client to customer?
Hi, I am having problems when coverting possible clients to customers and creating opportunities inmediately in the same process. The system doesn´t show me the AMOUNT field in this process. How can include this important field in this part of the conversion process? Thanks for your advice.
Trying to add new user - Zoho won't display roles to select from and therefore won't allow new user
I have just setup a new subscription for 4 users. I am now trying to add the other 3 users. When I fill in the new user details, I cannot select a role. I have defined 3 roles. But Zoho is not displaying any to choose from and doesn't allow me to enter. Therefore I am unable to add users. Help....
Check for email reply & run workflow rule (automatically)
Using zoho CRM and creator. Lead comes into CRM. Want to be able to check if the lead email address has replied (a new email from them) automatically and if they have, trigger a workflow rule (change lead record). Is there anyway possible to do this with a combo of CRM / Creator or with the deluge script?
whats call button and where config this
whats call button and where config this???
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