Activities - "From"
Hi, under the activities tab between "Activity Type" and "Due Date" there is a section named "From". How do I get the activity/task owner's name listed there so I dont have to click on each task to see who the owner is? Is this possible? Thank You :)
Can´t downgrade my subscription
I tried to downgrade my subscription of Zoho CRM to the free version, but the system asks me to choose among 3 options the reason and does not give me a button to finalize the operation.
Workflow Alert does not notify the recipient.
So I have created a rule the criteria is as follows: ( ( ( ( ( ( ( ( ( Owner First Name is Timothy Dodge or Owner First Name is Barry Strudwick ) or Owner First Name is Fernando Alfaro ) or Owner First Name is Jason Boon ) or Owner First Name is Leslie Hoblitzell ) or Owner First Name is Lolly Strudwick ) or Owner First Name is Mike Torino ) or Owner First Name is Stacey Murray ) or Owner First Name is Stephanie Green ) or Owner First Name is Steve Gohde ) I have an alert associated to the rule so
Adding contact's person phone number to tasks report
Hello, I added a custom report on open tasks by customer. I can add the contact person name to the report but the list of fields does not include other info about the contact person such as mobile phone Is it a way I can add it ? Thanks in advance Moti
Formula expression field euclidean division
Hi, I like to make a custom field for my invoices in the structure of ogm like '+++090/9337/55493+++' In order todo this - the first 10 numbers can be random (will be my client id and invoice number of the month) - the last 2 numbers are the control number that you can get by dividing the first 10 numbers by the rest of the euclidean division by 97 - Before and after the numbers i have to add three +++ or *** - In between i have to add a / after the first three and one after the first 6 How can
invite to an event
when I create an event and send invitations to attendees... 1 - is there a way to receive a confirmation when individuals accept the invitation? 2 - is there a way to have the event automatically added to people's calendar. thanks
CRM very slow- won't load any searches
Any ideas?
zoho.loginuserid not producing desired results in custom function.
I have the custom function below, and no matter what the zoho.loginuserid is coming back as mine, not the user that is logged in. For example, I have a user on a mobile device that updates the custom field "Resolution" in the cases module. This function is supposed to append the Resolution to the custom field "History" and then delete the Resolution. Part of the appended string is supposed to be the user that submitted the Resolution. However the function appears to use the administrator's Zoho ID.
Can i have filed in contact to appear under lead?
I have fields which I already created in contacts and I want some of them to appear under leads. Is it possible?
What happens if the internet goes off, how can be connected to the CRM
What happens if the internet goes off, how can be connected to the CRM? Is there any way i can see my file??/
Edit Contact: "edit" link disappears when mouse over and can't be selected
Hi guys I am trying to use the direct edit option on screen to modify a contact email adress. But on mouse over the edit link completely disappears and cannot be selected. Happening on FireFox 21 at least..IE works ok. Cheers Timm
How to disconnect Zoho CRM from Zoho Invoice
Hi, I am testing Zoho applications and have connected Zoho CRM to Zoho Invoice. When I tried to connect Zoho CRm to Zoho Books I've got a message saying that this account (my email address) already exists. How do I disconnect/deactivate Zoho CRM from Zoho Invoice? Thanks, Stef
Send Mail from POTENTIALs lIst
I wanted to share a list of potentials with another user. When I click on send mail under the more actions menu , iy asked me to select few records. I selected 7. Then I was prompted to select a template. I only template shown was "bid deal alert". Once I selected that , screen shows 7 mails send. This was most embarrassing as emails were not meant to be send to the contact listed in each potential record. How do I rectify this.? Thanks NARESH
Send a Zoho form to obtain documents to attach to the "attachments" section of a profile
Hello, I am very new to the Zoho platform but do have some background in programming in general. I don't think I've quite understood the flow and platform yet enough to answer my question. I would like to create a form (web form? zoho creator app?; something I can send to select clients by email, say) that prompts customers I send it to, to attach specific documents that when submitted will attach to the "attachments" section of the client's profile. Something like.. Attach document 1 here <Attach
Help with a date created + X amount of days formula
I am trying to create a formula that takes the "Date Created" and adds "X" amount of days. Any help would be appreciated.
Reports tab on home page has disappeared!
Hi all, I have just noticed that on the main tab on Zoho which shows home/pulse/leads/accounts etc has removed the tab for Reports. Does anyone know why this may be? I have also searched for reports, but no results have come up. Thanks, Kelly
Leads App - Now for Android Phones Too!
Let us begin with the basic question - What does the Leads app do? It scans badges of attendees (at trade shows and events) and adds them as leads in your Zoho CRM account. This app was available only for the iPhone users. Now, it is also available in the Google Play Store for Android users. Why do I need the Leads app? Quick follow ups - Eliminate the long hours that the lead information takes to reach the sales team for a quick follow up. You can quickly add leads and assign them to the sales rep
Vendor name in contact screen
I am curious who uses "Vendor Name" in the contact fields and what for?
Problem with the save and create follow-up task
Hi, When I click on the save and create follow-up task button in a call edit, the page freezes and no new task is created. In IE, I have a message : Unable to process your request Click here to go back.
Canceling prepaid plan
If I purchased a 1 year pre-paid plan and cancel before 1 year, do I get re-imbursed for the unsubscribed time?
Report of email sent out!
Hello, Is there a way in the CRM that you can go in and see all emails that was sent out the system to leads or contacts...? either per day or weeks...? Thank you! G
Notes
Hellow Support When i write http://mm.bonusklubben.dk/feed in the Notes og the content field andclick on save. The text is convertet to this: http://mm.bonusklubben.dk/feed I´m using Firefox Hope someone can help me Kind regards Lars Jensen
Not Shown applied Tax and value on Pop up when click on item Tax in Edit or Mapping any Sales Order to Invoice
Dear Technical Team, I am just writing you about Invoice and Sales Order in edit or Mapping modes problem. When I am going to create a Sales Order then I can apply tax and view these taxes on popup but when going to Edit existing Sales order then I am not getting that applied taxes on pop up but its value shown in page also means below item details. Same thing happening with Invoice when I m going to mapping any sale order then it arise. Please solve it as soon
change primary email address zoho system markup creating an error
OK so there's a need here to change a primary email address for a member of my team in Zoho. I follow the instructions here: https://accounts.zoho.com/u/h#profile/email In brief, one adds the new address they wish to become the primary and has to send themself a confirmation email to that new address. However, due to a markup error by zoho whereby the system appends the word 'to' to the front of the link of the email address one wants to update, one can never receive the confirmation email and thereby
Quickbooks Canada Eh?!?
Is there ever going to be an integration between crm and qb canada? or only us?
Report with Potentials and Email Addresses
Hello, I'd like to export a group of potentials and their email addresses but I can't find a way to pull the data I want: Potential Name: Contact Email Address: Potential Stage: I don't want to use the email within the system but export our own lists. Can this be done?
PLEASE make events more streamlined! (feature requests)
Please make Zoho more streamlined for users like me, who heavily rely on the Events part of Activities. Our company employs 7 outside salespeople, all of whom spend most of their time making in-person calls with customers, generating potentials and working toward closing those potentials. it would be great to see event activities streamlined in the following manner: a) get rid of participants, and just allow to associate with multiple contacts -- why would there EVER be a situation in which a participant
quotes are not exporting into PDF correctly
Quotes Not Working
Import quotes or invoices
Hi¡ We want import quotes from data base access to Zoho CRM Is this possible? Thanks
Zoho CRM search button not loading
I am trying to search lead names in zoho crm leads but the result isn't loading. Is Zoho crm down?
Search Tool Only Sometimes Works
We are having an issue with the Search tool working only sometimes. This has happened across several users on several machines, across the country. When searching for a name or company, sometimes a result will appear, other times it says "Loading" at the top and doesn't process. Clicking refresh generates a blank page. Thanks!
Limit CRM Access by User?
Is there any way to limit access to full CRM database by user. I would want each user to view only the customers/contacts for which THEY are respnsible. Thanks! Mel Cooper mel@melcooper.com
Using Lead Web-To-Lead Form
I have set-up my Web-To-Lead form and copied the code to my website. The problem is that when you complete the form on my website it does not display the Lead in the Lead section of ZOHO. Is there something i am doing wrong?
ZOHO CRM - Web forms NOT linking
I created a webform, copy/pasted the code to wordpress and its not linking back to Zoho. It also not sending the default email ... Kind of errkss me that zoho will only respond to paying consumers, when I'm trying to learn the program and have full intentions of switching my company over... not good for new business.
Unable to Assign Records Via Webform
Hello, I have integrated the webforms into our wordpress site and when you submit the information, it gets entered into Zoho, sends an e-mail to the person who entered the information and sends and e-mail to myself. However, I have assigned a rule to change the record owner depending on a field that the record submitted (entitled "branch that the record lives closest to"). However, the record owner doesn't get assigned even when the selected "branch field" is different. Is there a step I am missing
Error using font of Form (but iframe works)
Hello, I`m trying to create a Landing Page in my site using the Web Form in Zoho CRM. After creation of the form, if I copy the iFrame code and put it into my site, it works perfectly. But if I put the Source code (so I can hide the reset button), the form opens the landing page but don`t insert the data in my Zoho database. I made this test in several other domains and pages and always get the same result. If I can`t customize the form (using the source code) i`ll note be able to use Zoho as
Converting Lead removes attached file
I have a form on my website that asks fo a customer name, email, and if they want to attach a file, they can. The customer fills out the form, and it goes into the "unapproved leads" category. I can approve the lead and see everything they submitted. The problem is, is that once the Lead is converted (using the "convert" button) into a Potential, the file that they uploaded is nowhere to be found...gone...lost....not in the place in the Potential where files should be...any insights into this? Thanks!
product as sum of other products
Dear ZOHO I wonder if by "creator" can develop the following operation on ZOHO CRM. Issue: "A" product consists of: - "X" product; - "Y" product. "B" product consists of: - "Y" product; - "Z" product. "C" product consists of: - "X" product; - "Y" product; - "Z" product. Currently the management of products is only at one level; I would be able to handle this task with the upgrade of the CRM with the creator?
Schedule in Zoho CRM
Good morning, I need to create a function that checks the birthday of clients and sends an email notifying responsible, however I can create a function to iterate with these records, but I can not run it daily have the same option in the Schedule of Zoho Creator. How do to run a time-based function? Thank you!
Mailing, Billing & Shipping Addresses
We encountered a big issue when we transfered to Zoho in regards to Mailing, vs Billing vs Shipping Addresses. In our world these can be significantly different, whereby a customer is in OH, with thier manufacturing plant in TX, and Billing goes to a PO Box in IL. Moreso, functionality of Google Maps is also limited to one of these fields, and restricted in others. We didnt find this out until our sales force had no google map functionality on their mobiles, because we loaded mailing addresses
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