Moving Information
Can anyone help me; If someone has improperly entered leads into the clients tab how can I transfer them back into the leads without deleting them entirely? Thanks
Mass Emails
Can I review the history of my mass emails?
Activity list default sequence
When viewing lists of Open Activities, Closed Activities and Emails, the lists appear in a random sequence, which is both frustrating and potentially misleading. Can these be shown newest at the top (reverse chronoligical) please as the default. I'd also like to see the Closed Activity and Email lists combined into a single list, to present a compete history of interactions with a given Lead, Contact and Account. Thanks for reading ...
Quotes are not emailing to my customer anymore?
I have been using the feature to email my quotes to my customer and it has worked fine. Now, it sometimes sends a copy of the email to my own email address but it is not making it to my customer anymore? Please help because I rely on this feature to get quotes to my customers on a daily basis. Thanks!
Quick question about mail integration
This is a very simple and quick question about the mail in Zoho CRM. If I configure an external mail account with Zoho Mail integration, and I send emails using that externail account (with its own SMTP), does Zoho's 500 daily email limit apply? So, if my example@example.com account has a 2000 daily email limit, and I send emails from Zoho mail integration using example.com SMTP, the daily limit is 500 or 2000? Thanks!
Products - Bar Code Scanning
Is there a way to integrate inventory barcode scanning with the products function in ZOHOCRM?
importing data into zoho crm
hi i am not able to upload all the fields in the zoho crm while importing the excel file
What happened to all my leads??
I used Zoho CRM in 2012, then went to another CRM, as I needed something simpler and with a layout that worked for me. Two weeks ago, I checked out the Zoho CRM and was really happy about the changes. Over the past couple weeks, I've been adding leads, and setting up activities and tasks. Tonight I was adding a note and when I saved it, it disappeared.......... and as I looked at my CRM, I saw that I was back to my 2012 CRM. What the heck happened? I need the new information asap!
I want to attach logos to accounts
I want to attach logos to accounts. However, I can't even add a custom field for images. Any comment about this?
ALL DATA GONE. Account settings blank
What happened to my account? Everything has been reset. Pretty scary. Please advise??? ravenwoodcrm
problem with non confirmed user
I am trying to set up three new users but they are not receiving the emails. Its not in their spam folder. Any suggestions?
Product currencies
Can I have products with different currencies - i have enterprise but i can see how i can have a product in £ and also a seperate prodcut in $s in my product list?
Couple Questions
Hello, 1. Can we take the probability out of the equation so as it does not auto calculate and not have it deduct 50% of the expected revenue. 2. When it is listed as a firm order and closed/won- how do we remove from potentials. Please advise, Thanks! Kristina
CRM Invoicing from a mobile device
Is it possible to create or modify invoices on the Zoho CRM iPhone or iPad apps? I am not interested in subscribing to Zoho invoice as the invoicing option included in Zoho CRM is sufficient for our needs. We are considering switching to Zoho CRM and being able to invoice on mobile devices is a requirement for us.
Specifiers
Hello, We are a Plywood Manufacturers. For every construction Site we Sell Plywood. we have a set of Specifiers. For Example: Selling Plywood to a Site Involves following specifiers. 1. Our Dealer 2. Architect 3. Interior Designers 4. Builder 5. Carpentar Now, for every potential we need to associate these specifiers, and reverse each specifier should have list of sites belonging to him. I have tried a few WAYS, but still figuring out the best method. any suggestions?? Best Regards, Atul Jain.
How to re-assign tasks in bulk?
I have a bunch of tasks that I have to get re-assigned to a new employee. How to I do it?
Customization-Fields-Contacts
Hi I am in the view under customization, then fields, and then contacts, where I should be able to customize the fields that show up when viewing a contact. A number of fields have been created and show up here, but then when I view the contact itself in the database, the fields I set up are not visible. How do I make them visible? Also under setup, customization, layouts, I do not have the tab called "+new custom field" indicated in the help instructions. I need help to get started.
Scheduled reports and nothing is happening...
Hey all - trying to get reports delivered to email boxes. I setup a couple different ones and the time for them to send has come and gone and nothing happened. Does it take a day or two to get it going? J.R.
convert lead in zoho crm mobile
hi there, could you please add the function of covert lead to account/protential in zoho crm mobile? aslo would it be possible to convert task/event to protentail?
Events not showing on my colleagues calendars
When I schedule a meeting and invite my co-workers to the meeting it is not showing up on their calendars. When I created the event I notified them via e-mail. What am I doing wrong?
Mass Emails
I just received a notice that I had exceeded my email limit for the day. How can I tell how many emails (Mass) I actually sent and who it left off with?
Importing and tracking contact/account purchase history
I am confused on how to import (or even input in general) purchases made by a contact or account. For instance, a contact might purchase a product (a book, for example), register for an event (which we have typically listed as a "product" in past CRMs, or purchased another service. I am unable to determine where this should be input. Sales Order or Invoice seem to be the most logical, but they fail to detail out which product was purchased and when. These are the results I am looking for: When a
Sales Pipeline
how i increase sales pipeline
Work Flow Rule
Hi I'd like to create some sort of rule. Where i would like to notify the other users when i have updated something they either do not follow becuase they have used them all up or perhaps there is something of interest that i wish them to see. Could someone please advise what are the necessary steps to create this. using Change Ownership (i dont know if there is a more appropriate one than this). Thanks
How to create a web form in other language
Hello, My zoho CRM is in English. But our company sells products in different countries and we have different webs in other languages. I need to create a web form in other languages. But I want the fields to match. I mean I dont want to create a new field! I want just give it a different name on a different form. Th other problem is that the Last Name is a required field by defalt! So I can't remove it anyway! The other thing is if I create a specific new field, which actually has the same function
Bulk Importing not working
The bulk import function is not working properly. I upload a file and it states that I can only import 1 row at a time? Is this because I'm using the "free" version?
line colour between completed tasks
Hi All I wondered if it was possible to increase the colour between completed tasks, from the light grey to something darker. i can see the line on my mac, but those using a windows machine, are struggling and each task/completed call looks like it is one long text
Pipeline by Probability
Hi, When I try to run this report I get an error saying 'please enter a valid field label in the row 1' Please can someone advise what this means and how I go about fixing this? I need to create a report showing the probability that is shown in the stage field depending on which stage is selected. I have also looked at the Pipeline by stage report but is shows all potentials as 0% probability and I can't understand why! Please advise. Many thanks
Search using Alphabet
Can I change the set up so that when I click the Alphabet letters to bring up all leads beginning with a certain letter, it brings up the name of the company beginning with that letter. e.g., searching for Microsoft, click on M. At the moment, if I click on M, I get all lead contacts (Margie, Mary and Maurice) who's name begins with M, from lots of different companies.
Creating Usable Data Views from related records
Is there away to create views of contacts using the related data like opportunities or completed activities? eg. I want a view of all contacts who have a certain type of opportunity which was lost or is at a certain stage. This can be for any related records such as closed activities, pending activities etc - main aim is I want a view of contacts which i then can sync with campaigns for example - or I can call easily.
email verification
Is there a way to receive an email to notify me that a form has been submitted? Sean
Mass Email - failed delivery notification not working !
Hi Zoho Support team, I have 2 installations in Zoho. One is a 5-user Old Professional and another is 1-user New Professional (just installed 2 days back). I will be slowly migrating all 5 users from Old Professional to New Professional once I have worked out and understood all the features of the New Professional version. I have over 10000 leads in my database (accumulated over 16 years of business). I think over 50% of those emails are working. Others are not. When I send emails using the Mass
Reporting on potentials under a PARENT account
Hi I have a client who has a chain of restaurants and have set each restaurant up as an account each pointing to the group account using the parent account field. What I can not seem to be able to do is to build a report showing all potentials for a given parent account, i.e so head office can see a group wide image of the activity in their business. I would assume that this can be done the question is how? I have tried a potential/ account report and it does not seem to work. I look forward to some
How to associate several contacts to a prospect account ?
Hi, When creating a new contact, I can only select/associate a customer name, not a prospect one. How can I create several contacts related to the same prospect account, without creating several times the same prospect account ? Many thanks for your answers, Catherine
No styles web form version
HI There We want to embed a series of forms into our WordPress site and have the form adopt the existing CSS from the Theme. Various styles seem to come with the form embed code no questions asked - ie. font-family, width, color:black etc. Is there a way to grab a completely style-less version of the form code so we can either style at will or have it automatically use the WordPress theme styles? Thanks, Ben
Card Reader
On an iPhone I'm not seeing the ability to add a dash to a phone number
trail 15 days professional can use call log on iphone and can I set up workflow ?
trail 15 days professional can use call log on iphone and can I set up workflow ?
Assigning email to Accounts
Is there a way to assign email to an account and the contacts assigned to it? In our industry many users move between companies, but the emails they send are relevant to there company not the contact?
A document loaded into a Potential
We are uploading our proposals into the Potential file, however we cant open it! Shouldn't there be a way to open the file to review it? If not then what is the point to uploading it?
Can I use one Zoho account but have two "separate" contact / account lists
Trying to figure this out. I am planning on importing a ton of individual contacts but I would like to know if they can be separated from the accounts and contacts I already have. Is it possible to somehow "flag" a list of accounts / contacts and only use one or the other?
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