Invisible fields
Hello, Despite all my efforts, the "billing address" and the field "delivery address" (original) do not want to appear in my module "address". I see them in my setup but not on the record. Thanks Sophie
How can I move an account from one view to another?
Hello, I want to have 2 views: one for active accounts, and one for old accounts. And have the ability to move accounts from active to old. How do I move accounts between views? Thanks, Iris
Is it possible to edit the views of the modules on the contact/account details?
Id like to remove/ reorganise how some of the modules are shown below the details on my contacts (eg. remove "Cases" and "Campaign" from the contact details, but still keeping them on the horisontal menuline on the top) Must stress that i would still like to keep the modules, just to have the option to make them invisible on the contact/account details: is there a way of doing this?
How to change Surname to optional feild
I have lot of leads with First name only. These came to us through Web Forms, referrals or telephone calls where people did not mention their last name (Surname). I can not upload these leads in system as it has "Surname" field locked and mandatory. Please advise how we can fix this and load our data. I would also want to have <First Name><Last Name> display on my list instead of <Last Name> <First Name> display.
How can I move companies between accounts, potential and lead
I am new to this system and we have companies who are in the wrong place, can take a company who are in the account section, who have never purchased and move them back to potential or lead ?
Creating new contact from opportunity
Hi I can't load a new contact when loading an opportunity. The options is available however it will not allow it to be selected.
zoho CRM - WebHooks when importing
Hi, Is there a way to fire a webhook when I import data by xls or csv? Waiting for answer.
Zoho CRM Calendars Linked to Google Apps for Business are Shared Throughout Organization - How to Stop
I have linked all of my Zoho CRM users to Google Apps and enabled 2-way sync. However, not everyone can see everyone else's calendar. Is there a way to stop that? I don't want to use a separate Google calendar - I want to use the Goggle Apps users' primary calendar.
Error creating cases in Zoho Mobile CRM
When creating a case using the Zoho CRM mobile application, it will not allow you to save a new case with a blank email address. It says that email address is required. However, I confirmed that in the web version a new case can be created normally without an email address, and I also confirmed that this field is not required in the Cases Layout setup section.
Custom Field Limitations, Poor Customer Support, Bate & Switch
I have never experienced poorer customer service, with any company ever. Zoho has a single goal, to Upgrade your version and increase its bottom line. It is NOT interested in helping your BUSINESS. Otherwise, they would actually provide support (like it did when it first came out). I had the FREE version. I was told (electronically) to upgrade to create custom fields. I test drove the Standard. I added the custom Fields. Never used them, as I was testing. Went back to FREE version and finished
EXTEREMELY SLOW ZOHO
Please help me. Zoho is very very slow 4 days. If you can't fix it i have to quit Zoho. Because i can't open even zoho main page... I'm waiting your reply
Rights to Documents?
I am told that I have Administrator rights to Z-CRM, but I (and my boss) can see only a fraction of the documents (and none of the folders) in the Documents section. What are we missing? Thanks for your help.
Doc Name printing on template
I have created a mail merge template and have merged with Leads. However, when I printed, the date was printed on the top left and the name of the document and "Zoho Writer" was printed in the center top. How can I remove this from the mail merge.
Maximum allowed Authentication Tokens in ZOHO CRM
Hi , I would like to know what would be the maximum allowed Authentication tokens for an account in ZOHO CRM. Quick response is appriciated. Thank you.
Workflow Rule Template for Appointment Notification
Hi, I am trying to create an automatic notification to send to the other user on my account of a site appointment that I have booked, nearly everything I need is available in the template except CONTACT DETAILS. Is there any way to include this information? This is how it looks at the moment: This is an automatic notification for Lead ${Accounts.Account Name}, if applicable I have booked an appointment on ${Accounts.Appointment - Date & Time} for ${Accounts.Who Attended}. at ${User.First Name}
How Do I associate an EXISTING contact to an EXISTING vendor?
It seems like the only way of associating contacts to vendors is creating new contacts. Can someone help?
Denied access for different roles to each other clients/leads/contacts etc
hello How to block any view/tasks/companies for different users I have clients for 2 managers they have the same role type I assigned companies/leads to each of them But when they try to see All Tasks or all leads they can see all company clients I would like to grant access only for owners of the lead/contact/company/task
How do I disconnect my google calendar from ZOHO?
My Google calendar is being affected by ZOHO. My appointments are suddenly disappearing, and ZOHO is sending me emails nearly every 10 mins to remind me about my appointments and wont stop. Also, when I am in ZOHO, pop up windows appear to remind me about calendar appointments and won't go away even after I click the [X] or click "OK", and if the box doesn't go away it does not allow me to use ZOHO. Help! How do I disconnect my google calendar from ZOHO?
How to create a user with write only rights?
Hello, We would like to provide third party company to bring us leads, for that we would like to provide them with API user with write only rights - how to do that? Thank you in advance for your help, Gosia
Where is my previous help request?
Sorry, I can't find my previous topic opened more ore less around 11:30 AM. Until 13-14:00 hours I could see it as "under moderation" pending topic, now it has disappeared while I didn't receive any communication from administrators. It's the first time I use this Forum, maybe I'm doing something wrong..anyway it's very very important to me to find it again and to get answers. Thanks a lot
Preventing Conversion
Is there a way that you can use workflow rules to prevent leads being converted? We have a condition on the Leads. If that condition hasn't been met then we do not want any leads converting. The condition is a checkbox in the lead module.
Problem with Custom Field Sorting Numerical Values
I have created a custom field with numbers 1-60. When sorting the column, the numbers 10-19 appear before the number 2. How can this be corrected to sort in correct numerical order?
How do i set up recurring Invoices- and can i have recurring sales orders as well?
I see this is an option, but i cant find out how: how do i create recurring invoices? It would also be of tremendous help if i had a action for reccurring sales orders and an option for automating sales orders to invoices in bulk- is there an option or workaround for this?
I want to add the Skype ID field to accounts module
Hi, I love the Skype ID field that is available under the contacts module, and allows you to call using Skype directly from Zoho. I want to add the same field to the accounts module - how do I do that? Thanks!
How to manage different Mandants
Hi everybody I'm looking for a solution which could really help me to reach a better job management. Actually I'm working in sales teams of two different companies, so I absolutely need to divide my reports, daily and periodic activities that belong to each sales project. Obviously I need to do that across the entire sale process, so I can imagine a solution in order to create a new field named "Mandant Company" or something similar in "Accounts" module in which I could write the mandant name as
VERY VERY SLOW INTERNET CONNECTION !!!
Your all system is on cloud and your internet access is deadly slow. Is this joke? This is not a social network, this is business... We are doing our job on this system and trusting you. Be serious please... FIX THIS CONNECTION PROBLEM...
ZOHO running slow
Is anyone having issues with Zoho CRM running really slow right now? Does it mean I need to upgrade?
Imported leads are cloned instead of overwritten
When I import data I choose to overwrite existing records, yet I searched and found that it's cloning them instead. This is a HUGE problem for me. PLEASE help.
Today Zoho is working very............slow. Why that?
Would someone can say why it is wrong with that? Thanks
Sharing leads pick list with new user
After creating a new user I noticed the Industry picklist in the LEADS module is the default list and does not have additions and changes that I made in the Administrator profile. I am the administrator and the new user is STANDARD. Thanks Russell
Language
Hi, Is it possible to run the free 3 user system with different languages for different users?
Move Contact to Potential
I have accidentally moved a Lead into Contacts instead of Potential, is there an easy way to move it without starting all over again? Thanks.
Did anyone work with QlikView on top of Zoho CRM for dashboarding purposes ?
As we already have QV, but are still looking for a new CRM solution, we would like to have both worlds integrated. Can this be done through calling a webservice from QV ? I'd rather not export XML files from Zoho, which afterwards need to be imported in QV. I would like QV to take the initiative to call Zoho for receiving data. Looking forward to know from anyone having done this before. Cheers, Kurt
Displaying multiple fields from a lookup field
I am building a module that uses a lookup filed to retrieve contact details. I can get the lookup to return the value Jane Doe with a hyperlink, but I want to return and display Title, Phone Number etc?
Accounts > Sales Orders > Sales Commission- What populates this field?
I'm trying to figure out what populates the field "Sales Commission" which is listed in an account under a sales order. I would assume that the commission listed from a product would show up here but it does not. Any help would be great as I would like to be able to view how much commission a specific account has generated under this view.
Instability
Are the servers any unstable? I'm having trouble loading my pages. Please advise. Thanks, Eduardo
Lead Owner - How are the new imported leads distributed if there is no lead owner?
I want to overwrite/update the existing leads when I import my new list. I want to keep the same lead owner for those duplicates, but how do i distribute the rest of the new leads?
Did ZOHO change how the "sent from" line in the emails looks?!?
I dont know when this could have happened but it seems that now when we send an email through the CRM, it has a sent from line that looks like the following. Owner=waterjetworks.com@zohocrm.com; on behalf of; Company Onwer [owner@waterjetworks.com] What should be a simple "Sent from = Onwer@waterjetworks.com" has been turned into a nearly 2 line thing. Is there a way that this can be changed. It looks very tacky
Email history not appearing under Contact's info
I am using Zoho as our company's email server, and using IMAP with Outlook or iPad email for my email client. Some of my colleagues can see the "received" emails under each of their Contact's info in CRM, however I cannot see any emails, it just says "No Records Found". What do I need to do to be able to see the email history for each contact in CRM?
Zoho mail issue
Hello, I set gmail integration with zoho mail and it worked properly on tests. But sice I started to work with it, I mentioned, that it sync. very slow or incorrect. For expamle, I don't see mails from one of my customers for the past 6-7 days. So I thin mails are not uploading properly. What is it about and how can I solve this problem? Xenie
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