Sorting by Owner - STILL A PROBLEM
We have two people in the business with the same surname. When we try to sort our Contacts, Potentials or Accounts according to Owner, the ones relating to the guys with the same surname are all mixed up together. It looks to me like it's sorting on Owner surname alone and therefore doesn't segregate also by Owner first name. NOTE: Changing the names to display by Lastname/Firstname does not resolve the problem. Please advise.
Activity History not Loading
On my contact view page I am not seeing my activity history appear. Please advise as this could result in double calls, etc.
Filtering problem with ZOHO report
HI I have a report filtered "Stage Isn't Qualified Out" , but records with this value still appear in the report. Any ideas? Thanks Peter.holden@vitalenergi.co.uk
Having trouble adding new user - can't assign role
Help! I am paying for three users. I deactivated one of the three users and I'm trying to add a new user, but it will not allow me to assign a role to the new user so I can't save and set up the new user. Do I have to pay for inactive users?
Announcing the extended availability of features in Zoho CRM
We have recently extended the availability of some of our existing features. Enjoy the following benefits from now on! Zoho Support Integration This feature, which was available only in the Enterprise Edition, has now been extended to the Standard and Professional Editions of Zoho CRM also. With this integration, support tickets handled in Zoho Support can be contextually viewed along with the other details of the customer within CRM. Data Backup From now on, you can enjoy 2 free data backups
getCVRecords returning only 20 rows
I created a view called Get_Yesterdays_Cancels. In the CRM I can see 100+ records using that view. Using the API I only get 20 rows in the XML. I'm using the url https://crm.zoho.com/crm/private/xml/CustomModule1/getCVRecords?authtoken=*****************&scope=crmapi&cvName=Get_Yesterdays_Cancels&version=4
Sorting by Owner
We have two people in the business with the same surname. When we try to sort our Contacts, Potentials or Accounts according to Owner, the ones relating to the guys with the same surname are all mixed up together. It looks to me like it's sorting on Owner surname alone and therefore doesn't segregate also by Owner first name. Please advise.
Delivery Forecast
Hi, We're a media company and we want to forecast our deliveries. For instance, a Purchase order is signed on September 14, to be delivered between January and March 2015. How could we get a report with forecasted revenue over this period? Thanks!
Customize "Activities" in Zoho CRM
Hi, I would like to know if I can customize the activities listing in Zoho CRM. Currently the columns that I can view are - Subject - Activity type - From - Due Date - Status - Priority What would be really helpful for me is to see the contact info of "Whom to deal with". I can access this info only if I get into a particular task. This back and forth wastes a bit of my time. So is there a solution for this? Thanks Aanchal
System is very slow
Over the last 2 weeks your system has been extremely slow. I know it's not our internet equipment or software as our other systems are working fast. What is the problem and when can we expect it to be fixed? Thanks, Cornerstone Property Services
Information of the Campaigns in Zoho CRM
Hi Team, I want to know that for using Campaign in ZOHO CRM, I have to buy ZOHO Campaign or not. Regards, Sagar
Regarding Zoho CRM and Contacts
Hello Team, In Zoho CRM Business to Customer(B2C) developement process,if there are large no of customers then whether its good to go with Contacts module which is inbuilt in Zho CRM or whether i need to purchase Zoho Contact or Zoho Contacts Manager and then integrate in Zoho CRM. Please Clarify me regarding this. Regards, Priyanka.
All my activity history has disappeared from the accounts
Having added activity history to accounts, it has disappeared from the landing page of accounts. I can still find it activity history.
List of URLs in a textarea or other CRM account structure?
Hi. Is there any way to tag a link in a textarea to display as a URL? Would like to maintain a list of related URLs for each account, which can vary in number, and have them all display. Currently, can add as txt but they are not converted so looking for a [link]...[/link] block or some other solution. Description: http://www.myspace.com http://www.friendster.com etc. Thanks!
API integration to/with the CRM
Hello, i want to integrate an API of an email marketing programe that i use, to the CRM and i don't know how. Here is the API of the other software and the instructions. http://envialosimple.com/es/api-http-email-marketing ...but i don't get how i can integrate one in an other. First, is it possible to do this? I was told that yes it is. Second, how do i have to do and where? Third, thank you. Regards, Lucas.
Create future potential upon closed won of existing potential
We have the need to follow up and win a potential for an account on a monthly or quarterly basis. Essentially, there should always be at least one open potential for an account ,under certain criteria. What I would like to do for starters is to create a new potential for an account of an existing potential when this open potential is marked "Closed Won". Could someone point me in the right direction, please? Thanks in advance, Dustin
All my posts for Leads going to Spam ?!?
Hi, I just get information from more Leads costumers, that all my news letters and mails went to Spam. This is the reason, I don't get any answers ?! Please tell me this is not true...
Account Details Page - can I hide/show fields for the Potentials section?
Hi! I have a problem with the Potentials section not wrapping to the end of the browser window on the Account Details page. I'm using Safari browser. It looks as though all fields are included in the Potentials section (again from Account Details page view) that causes the page to extend and not wrap to the end of the browser window. I don't need all the fields from the Potential to show from the Account Details page. Can I edit so that only a few fields are displayed in the Potentials section from
Is there a way to filter out Potentials that do not have tasks
I.E. - every potential account (and lead in my use of Zoho) should have an activity assigned to it. I would like to view all potentials/leads that do not have an activity assigned to the account. Make sense? Right now I have to enter into each potential/lead to find out if an activity is scheduled.
edit a document in copy when is attached to a client record
I would like to edit a document in copy when it is attached to a customer record or product, and the document is present in the documents section of the CRM. For example, a registration card in wordfile
How can I automatically grab the contact data from a corporate homepage (or its imprint)?
I'm frequently searching the web for companies and want to add them to my ZOHO CRM. How can I do that most efficiently? Is there a plugin or workaround so that I do not have to copy and paste each field (Name, URL, Street, City, postal code, ...) individually but can automate this process as much as possible? The only tool I found was evercontact zoho crm chrome plugin, unfortunaltey the plugin hat some errors and could not import to ZOHO CRM. Furthermore, I prefer firefox.
Zoho CRM Can't see "Lead Information" field
Why can't my employees see the "lead information" field or add notes on the leads?
Duplicate Tasks
For approx one week, every time a new lead is entered and workflow tasks are populated, they are duplicating up to 5 times per task per lead. Is this a problem in the workflow or the software?
title
Hi CRM can you alter the first name in the lead section to include Miss or allow seperate editable title. Thank you markhudson
Lead Count Discrepancy
Hi all, I have recently come across an issue with my lead count and was wondering if anyone could help me out to resolve it? Last week our 'active leads' state there are 16 leads in processing, New leads taken in for the week 1, leads converted to lost 3 therefore we should have 14 but Zoho tells me there is 13. I know there is little discrepancy but on a management report perspective each week I could do with getting this clarified asap. Does anyone know how to resolve it or is there no resolution?
accounts
I am working with Doctors who are affiliated with multiple hospitals, which are all in a family of hospitals. How do we link the doctors with each hospital, if they can only be under one account. Ex: Happy Hospital has 4 hospitals a, b, c and d which we have all made into their own accounts. Dr Y works at a,b, and c How can I link Dr Y with all 3 so when I search him, I can see he's at 3 of them, without putting him in the system 3 different times under each account.
Organisation to independant contractors CRM sharing
I am an independent contractor doing business with various organizations. I use Zoho CRM but my main client does not at this time. I would like to be able to set them up so that we can share project/specific_contacts information. I do not want to discard my records but would prefer if we could share across my organization and theirs. What would be the best setup and process recommended?
Filling fields
Hi everyone, Facing this need : for example Field 1="Zoho" Field 2="Corp." I need to fill Field 3 basing on Field 1 and Field 2 as the following : field 3="Zoho Corp." Can I have some help please. Thanks in advance
Double leads. Way to check once in system?
All- We just realized we have doubled a lot of leads and it is causing some issues with outbound efforts. Our issue was we had a list of contacts imported earlier in the summer. We just recently uploaded a new list and when they were uploaded for some reason they did not check to see if they were already in the system. These new leads in a lot of cases were assigned to a different owner. Is there a way to take all of our leads and check for doubles / lead owners? Or do I need to go through each
How to integrate gmail with Zoho CRM?
Hi there- I'd like to integrate Zoho CRM with my Gmail account so that customer/lead emails are visible underneath each lead. I tried following this howto link, but when I go to Setup > Apps & Add-ons > Zoho Apps, Zoho Mail is not visible as an option. I do have a working Zoho Mail account that is consuming my emails from Gmal, I'm just not sure how to link it with Zoho CRM. How do I complete the integration? Thank you, Darren David
Copying Main Account Phone Number to related contact
Hi There, I have set up all our Accounts and they all have a main Phone number - I would like this main number to automatically assign itself to each contact within the account is this possible?
Potentials showing no expected revenue? What am I doing wrong?
Hi, has anyone seen this issue? All the potentials I have entered are showing $0 for expected revenue. I have already checked the status and probability and moved them higher and still no revenue pulls in from the associated quote. The quote does have revenue. I have looked for date issues but can not seem to see what the problem may be. Any help would be appreciated.
how can we filter on records that haven't been modified in the last month or X days using custom functions?
Can we use a custom function in the reports, views, workflows to get the records that haven't been modified in the last month or 30 days? For the reports and views, i need to filter on leads and potentials that have last activity date < 1 month. And in the workflow i need to send an email for the owner for a lead, potential that hasn't been modified in the last month. your help is very well appreciated.
Refining Companies search
I'm still adjusting to this system. How do I adjust the 'Matching Companies' after a refined search so that companies are listed by alphabetical order, and not phone number, as is currently the case?
Report by supplier
I need to send a report to various suppliers showing the activity/potential on their products (and ONLY their products). Has anyone been able to do this?
New UI for Import History, Date Field Support for Workflow Rule Triggers and more...
Here is a bunch of new updates in Zoho CRM that help you save time. New UI for Import History With the new UI for import history, you can now view the detailed list of records that were added, updated and skipped. The best part - this list comes along with the records' row numbers so you can locate them easily in your import file. And for those that were skipped, you can export them and import them back again, so no record gets missed! The Rollback button is now renamed as "Undo the Import" and
Wenn I log a phone call and select Anruf Planen oder Anruf beendet
Hi! Wenn I select Anruf planen oder Anruf beendet I cant save the call because off the call time but there is no field to enter the call Duration. How can I scedule a phone call or Report a finished phone call. Thank You
Managing Email Template Folders
How do I make my templates public in the free edition?
Field Selection
How do I hide/unhide a field based on a value in another field?
Office Video Board
I want to have a video board in my office that shows Zoho CRM and Zoho Projects statistics in real time. Basically I am looking for some sort of plug in or add-on that will displayimportant metrics for each use on one screen that I can show on a video board in my office, so that employees can see real time funnel numbers and real time project information. Is there something already out there that can do this?
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