Just added a new user and they can send e-mails but not receive them
Hi all, I'm using the free 15 day trial of CRM and trying to configure my first new user. Everything's gone well apart from the e-mail side of things for the new user - the new user can send e-mails but doesn't receive the reply. If I check on the main admin system I can see the reply fine so I know it's there. In fact the new user can't see any of the existing replies either - only all the sent e-mails - no replies. When I click onto the e-mail tab on the new users screen it shows the following
List of all emails by all users in the email section
How can I see all emails by all users and a lead is a single list without the need to choose the a user's name from the drop down list under the email section?
Reply to email in CRM does not work
When email comes in, I read it and when I try to reply I cannot and always get an error as follows "Please enter in a valid To". When I click reply, the format shows as FirstName LastName <firstname.lastname@domainname.com> and maybe this is the issue, can this be resolved ASAP and I am surprised no one has requested this to be fixed, thanks.
why is there no company name associated with contacts?
i am sure there is a rational explanation, but it is driving me nuts.
What is my Zoho CRM username? (problems integrating with Zopim)
Ok, I was under this belief that my Zoho CRM username was just the e-mail address I use to login but for some odd reason, it is not working when i try to integrate with Zopim. I can't find where my username is so I would welcome help.
Importing Accounts and Contacts Simultaneously
Looks like I have to import my accounts and contacts, in these accounts, as seperate files. I would like to have a listing of all contacts in my account files. I have excel files that contain several records for each account with contact info. I want to import my records to reflect accounts and contacts in one import function. Can I do this? John Scrabonia
changing the subscription confirmation email
Hi, Can I change the subscription confirmation email? I need to change: Title Email Subject Text in a different langauge. Thank you, Sam
webtolead forms owner notification
Hi all, Since i'm a Zoho crm user, i'm very satisfied with all useful functions of this app. Unfortunately i'm having a little issue with de webtolead form. I choosed the lead assignment rule I choosed request for approval Everything is working well on our websites. But i also activated "notify owner record" but none of us is receiving email when a new lead is added with the webtolead form. Thx a lot for your help.
Autoname a field
I created a target tab for recording targets under a client. My question is that I would like the required "Target Name" to auto generate based on the account name and associated project name that the targets are being created for. Is this possible?
Receive a Email when new contact on CRM
Hi, looking for add on or configuration, for receive a email when someone use the CRM form? Everyday i have to login to Zoho CRM for see the new contacts, if any solution for sent me a notification to my email (gmail) Thanks.
Deleting a test/ free user OR Reassign test user to Business account
I have a test/ free user - now I would like to be added to our business account as an additional user on our subscription. BUT - the system rejects my email address as "already in use". How can I either delete my test user, OR reassign this user to our business account? Thanks
release of used emails
I want to subscribe using org emails that were used in the past on the free version but I receive a message that I cannot use them. What can I do to release them so I can add them as users?
Cannot easily see contact namefor tasks/events/calls
I'm evaluating ZOHO crm and some things seem to be hard to do. 95% of customers are individuals (contacts, not accounts) When I add a tasks/events/call- it appears nicely under the contact, but if I go to the last of tasks, etc. I only see the task description e.g. "call them to make an appointment" - but I have no idea who, unless I click on the task and get to the conact page. If I'm looking at task for the day, I need to know the name to decide which task to do, and its a pain to go though ten
Outlook 2013 Plugin locks up Outlook
I am using the Outlook plugin with Outlook 2013 on Windows 7 and it regularly locks up outlook, mostly when typing an email message, which requires me to kill the Outlook task in Task Manager. Love the plugin, but the locking up, particularly half way through typing a message is a huge productivity drain. Any ideas on how to fix? Thanks
Bug: Lightbox pop-ups in Firefox, options are covered and not usable
When selecting certain options that triggers a lightbox pop-up (e.g. when attempting to deactivate a CRM user in Users & Permissions) the pop-up appears behind the gray interface. This results in it being unable to click on or interact with in any ways. This problem seems to be pretty consistent across lightboxes in Firefox, but works in e.g. Chrome.
Google Apps Sync
Does the google apps sync only sync Zoho CRM's contacts with google contacts and not leads, vendors, potentials, etc.? Eric
Invalid currency
For Latvian currency locale there is invalid currency. As of 1st of January 2014 Latvia has Euro (EUR) currency instead of LVL. How to fix this? I have set currency locale to Germany right now.
Error updating Potentials Stage Field
I am attempting to delete one of the default set of stage fields - Id. Decision Makers. When I go to Save the changes, I receive the following error: "Please enter valid sort order values", even though I haven't edited the values, and they are already in sequential order. (See attached screenshot.) I tried deleting a different field with the same error... I also tried removing the sort order and leaving it blank, but received a different error that the value could not be blank. Stumped as to how
Record count different for Iphone and android?
Logging into the same account from both phones gives two different counts on both the accounts and contacts. Apple gives 534 accounts and 910 contacts Android give 554 accounts and 802 contacts which agrees with my computer. Any idea why the difference?
Automatic last contact date change when completing an action
When completing an action I would like to see the last contact date automatically change also instead of having to do it manually. Thanks
Unable to click to select things
This morning, I am unable to successfully click on anything in a pop-up window in Zoho CRM. Things like: Linking an account to a contact via the pop-up menu.....or selecting a product in the pop-up window from the "Quotes" module......really anything that has a pop-up window where you click on the item itself. I am able to click on pop-up windows that have select boxes....but anywhere where you click on just the name of the thing in the pop-up window, clicking does nothing at all...I just see a
Where would I find "Zoho CRM ID of the user" on my account?
Hello, We are using itduzzit.com to automate our sales order udates to the Zoho CRM. Recently some changes were made to the Users in our account and I need to find the CRM ID for one of our users so I can assign sales orders to them. I can't for the life of me find where this number is. It should either be a six or eighteen digit number. Is it somewhere in the UI?
Confused about document handling in CRM
I'm confused... It looks like there are multiple places to store documents. And, these are accessed differently. For example, I see there is a Documents tab, where I can create folders and subfolders. However, if I upload a document there, I cannot access it from email. Similarly, if I attach a document to a Lead Sheet, I cannot access it from email. Then there is the "Zoho Docs" button in email, which is a completely different set of folders?? Why don't we have just one Document repository accessible
Products
I have few questions on products page. What is the difference between Vendor & Manufacturer? In our case both the terms are one and the same. In many cases we purchase from the vendor who manufactures the product directly. How do we treat products that are created in-house? for example, we purchase parts from different manufacturers and put them together to create a product. In that case the product manufacturer is us. Should i just add my company name under manufacturers?
Purchase orders created in Zoho Books are not syncing with Zoho CRM
I have created few purchase orders in Zoho Books. When i go to that vendor account in CRM, click on "fetch" under zoho books, i do not see the purchase orders. Is this supported?
Mass emails
When sending a mass email through Zoho CRM, is the email sent with Zoho's IP address or the customer's (my) IP address?
Create Emails Sent Report
How can I create a report in CRM that shows me what Contacts I emailed that day?
Address not importing
Hello, I just recently imported all by contacts via a CSV file and went through the process of selecting the fields to match my spreadsheet. Everything seemed to import fine except the address (street, city, state, zip). Can't seem to figure it out. Any idea how I can fix this? Thanks so much! Michele
Account Disabled
I am trying to log into zoho crm and I get an error message saying "Account Disabled". I am able to log into zoho creator just fine. Please provide assistance. Thanks!
Mileage reports/expense reports
I am looking to record daily mileage for sales staff at our company, also to record expenses related to specific accounts. Any best practice suggestions? I need to pull reports with all of this information.
Custom Field Added to Modules?
When a Custom Field is created in Leads there is an option to add it to Accounts and Contacts. Can it be added to these modules after it is created?
Notes - is there a way to see them all, regardless of category?
Wondering if there is a way to see all of the notes made on any page (customer, contact, lead etc) over a period of time This way if a salesman is on the road and throws a note in quickly, we can take a look at all of them at the end of the day to assign activities... I know that notes are the quickest way to get a bit of info in, and a busy salesperson might not be too interested in taking the time to do a full activity and decide when to schedule it on the fly Thanks in advance
Cross Reference Files
Is it possible to cross reference companies and show this info upon each account/lead it relates to? Such as A Company Ltd and B Company Ltd use C company with each of these companies being listed on each company, i dont want to use parent company as i already use this.
BCC Dropbox messages taking too long or not showing up in CRM
This afternoon I sent a few e-mails where I included my personalized BCC Dropbox e-mail address to be associated with certain leads/accounts/contacts in my CRM. As of right now (4 hours later), e-mails are still not appearing. Can you help?
Workflow
I am new to this system.....I have set up a workflow but it doesn't seem to work, can anyone help? What I want to happen is when I add a contact into the Leads module it sends that contact an email, then automatically after 4 days it sends another email to that contact, then after another 4 days it sends another email. I have set up the following workflow: 2. Execute on - when record is created in workflow. 3. Rule Criteria - Created time is today. 4. Actions - send alerts (email). 5. time based
Related lists
Can anyone help please? How do I change the number of contacts shown on the related contacts list in the accounts module? Thanks
Related lists
Hi Can anyone help please? I need to change the number of contacts displayed in the related lists section of the accounts module Can this be done? Thanks
Displaying List price/Quantity in Inventory template
Hello. I am creating an Invoice Template and have added all the required fields. When I click to test Print preview, the list price, quantity and total becomes blank although the sub total and Grand total are showing. Please see screenshot. Can somebody help? Imran
New lead source not showing
I have added a new lead source field, saved it, and it shows in the customisation section as saved. I have saved to show alphabetically, which it has done. When i go into a contact record to select it does not show. Help!
"Dead" records
How do i indicate that a record is "dead" after a follow-up phone call? I want to keep the respondent in the database, but I do not want them to get another email. Is there a "status" code that could be used?
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