Convert Lead page, Add custom field to Create a new Potential?
On the Convert Lead page is it possible to add a custom field to the "Create a new Potential for this Contact" section? We in addition to Amount, we'd like to add a Profit field.
How to delete Emails listed under ZMail Public Users, Email Module
It isn't possible to delete emails listed under 'ZMail Public Users'. In contray it's possible to delete emails listed under 'Sent Emails form CRM'. How can I delete those emails? Thank you for advice. @Zoho Support, I created many test emails to check inconsistencies of email integration, I must delete those in any case. Thank you.
# for filtering non-english leads, contacts, etc.
ZohoCRM allows filtering leads, contacts, etc. by the first letter. Please add the # sign for filtering non-english names. LinkedIn uses this solution.
Contact list changes from alpha to something else
When I am trying to send bulk emails, my contact list changes from alpha to something else whenever I move to the next 100 listings. This has resulted in some contacts not getting any emails and others getting multiple emails. Can you advise if this is brower related or related to Zoho. Please let me know, I need to understand how to fix this. Thank you! Christine
Can you import a spreadsheet into Zoho CRM?
I have a .xls spreadsheet that I'd like to share with my Zoho colleagues. Can it be imported as is into Zoho CRM? If so, where? Reports doesn't seem like the destination I had hoped it would be.
Standard field information does not transfer between modules
Why is it when I am writing a sales order from a contact, it will not transfer the address, or pertinent information over. It gets really annoying to have to go back and forth and copy everything. This however is not the case for accounts. I wish there was a way to just connect fields as needed via the setting and field information. Salesforce is starting to seem pretty sweet after all these limitations i keep coming across.
Firefox warning "This website does not provide identity information."
Hello all, I use Zoho CRM to manage client files for my nutrition practice. I consider confidentiality to be very important. I just noticed Firefox putting an exclamation mark near the url at the top of the page when I connect to zoho.com, including help.zoho.com/portal/en/community. When I hover over the exclamation mark a warning comes up reading, "This website does not supply identity information." I've read to be careful with using email or passing private information via sites that show this
Map Fields for Leads Conversion
Hi, there seems to be high levels of limitations as to which fields can be mapped in the different modules. In Leads it does not allow me to map lead source - why, it's the default field that is in leads and accounts modules. Zoho need to look at this for their next update. There are fields that could be included in leads that are on the accounts module, the leads in the current format only does part of the job that it could or should do for me personally. Postal Code doesn't map from lead to accounts
No birthdays - Zoho a joke?
I've just had a conversation with support and to my disgust - Zoho CRM can't do anything with birthdays. What a joke! Zoho is a joke? It's the most basic requirement of any CRM for marketing purposes? Almost all of the others can do it. It's been "on the roadmap" for 4 years. Complete joke? Has anybody managed to find a work-around to at least find a way of finding out who has a birthday today or this week? I've got a database of over 6000 customers. I can't go through them all and add "month" and
Images embedded in templates
Hello, For years, we used image files encoded as base64 which we embedded directly in our inventory templates (in HTML mode) and it worked perfectly. Recently, when i saved a modified such inventory template, all the encoded content was cleaned up, so our quotes are now broken. Why has this feature been changed and am I the only one to face this issue?
PhoneBridge - popup on other sites
Hello, we succeded in configure PhoneBridge with our PBX. I'm wondering if is there a way to inform that someone is calling on another page than crm.zoho.com? I mean I am logged in to CRM in one tab, but I'm doing something else in other tab, and I want to see popup with customer name and information that someone is calling immediately. Thanks in advance, Eve
Zoho mail attachment in Zoho CRM mobile native app
i, If I receive a message in the Zoho mail section of my IOS native CRM mobile app, I can open the attachment. If I want to save this attachment in an account or potential in Zoho CRM mobile, I cannot. The arrow at the right top of the screen doesn't open anything. How can I solve this ?
When Dialing using Skype I would like it to log the call evant.
Is there any way to set Zoho CRM to log Skype call activity? When I use the Zoho iPhone App it logs the calls.
Prospect Management: Best Way to Cross-Check New Hires Contacts Against Those of Current Sales Staff???
I'm sure I'm not the only one in this situation so hope this can answer any questions Sales Managers have as they build out their teams. The Skinny: I just hired two new sales staff to build our direct business. Both of them have extensive lists of contacts from over their careers and we'd like to utilize them as best as possible. However, there is bound to be overlap with the Ad Agencies, Brands and/or People they know. I need to determine the best way for them to utilize the ZOHO CRM platform
Email headers aren't proprely displayed within Email Module using Outlook Pkugin
Hello Zoho CRM In the email module, linked emails in Contacts or Leads, are missing the CC field and consider every recipient as 'To:', and on top looses the list of recipients in To: and CC: when registered via Outlook Plugin. Email stored via BCC feature or sent out of Zoho CRM are not affected What is wrong? When will this be fixed? I name it fixed as this is poorly realized. Thank you for advice
Emails sent via Outlook to Contacts create new leads?
I have set-up Zoho CRM Outlook integration to create a lead if the recipients address aren't found in Contacts or Leads. Now I've sent emails to multiple contacts and for all of them Zoho CRM created new leads, although all email,addresses existed as primary email in Contacts. What is wrong? Thank you for help.
email templates ??
I added an email template and saved it and it is not showing when I go to send emails out of my contacts
Allowing other users to complete forms
Hi I have set up a zoho custom app (form) which covers compliance sections of our business. unfortunately no other users are able to see them. Any idea? Thanks Lisa
Automatic reports
How can I get a report to be automatically be pulled off the CRM and then be sent by email to me?
Custom Function: Updating the owner of the related cases when the potential owner is updated.
Scenario: Updating the owner of the related cases when the potential owner is updated. A potential in Zoho CRM can have several cases associated with it. If you wish to assign the potentials to a new user, you may also want to assign the associated cases to the new user. Currently, when the owner of the potential is changed, ownership to the associated cases will not be changed. You can achieve this by custom function and change the ownership for associated cases Please follow these steps: Log in to
Mass Export
Is there a way to mass export contacts from CRM?
Error 14077410 sslv3 alert handshake failure
Hello, I started receiving this error a couple days ago using the API with Zoho CRM. Nothing has changed on the websites in this time. Can you assist with guidance to solve this. I am able to get data like leads lists and fields list, but I cannot insert new records. Thank you,
Adding Company Info from 'Leads' into Task View
None of the standard views in 'Activities' contain the 'Company' field from 'Leads' - and I cant find a way to do this. This means that the you have a name etc in the view but have no idea which company. How can we fix this? Thanks - great product
Can you move the Notes input box to the top on the CRM Leads Detail?
For some reason, I am the administrator and I can see the notes input box near top of leads detail page. However, my sales reps have the notes input box very far at the bottom. Can this be modified?
Add Email as Related List in Accounts Module? Compile Contact history in Accounts Module?
Hello there! I am new to Zoho and in the evaluation stage to see if it's right for our business. I am wondering if there is a way for me to view all emails on a particular account, right from the Accounts module. Similar to how the Contact page lists all the emails as a "Related List" for that contact. I need the related Account to compile all the emails that have been sent/received from any contact who is related to the Account. Is this possible with Zoho? On a related note, I need this type
Invoice of Zoho Subscription
Dear Sirs, I'm currently not receiving any Zoho CRM Subscrition invoice. How may I get this thing fixed? Where am I supposed to change the email address where to receive invoices? Thank you
Please Help!!!!Zoho CRM and Joomla Web leads problem
Hello, I have installed Joomla 3.2 on my server and I have bought the Zoho Joomla lead component. I want every user that registers to my site to capture his information and then pass them to my zoho CRM. I have enabled the content Zoho lead plugin and the User Zoho lead at registration plugin. The problem is that the Joomla registration form which I am using has only limited fields for example it doesn't have a surname field and as a result the lead name which appears on my Zoho CRM is Not provided
How can a client receive an email automatically as soon as a record is created?
How can we setup ZohoCRM so that clients receive an automated email as soon as we update/create a client record? We looked at Workflows but they can only be configured to send alerts to ZohoCRM Users, not client email addresses. An urgent response would be really appreciated. Many thanks Cameron
Re: TImes
Hello, I am in London, with my time set to GMT but it is an hour behind. Can anybody tell me how to sort this out please? James
'Add Field' missing from 'Edit Page Layout' tab
Hello, I'm trying to add new fields for the 'Leads' module. Unfortunately 'Add Field' button is missing. See screen shot attached. Please advise. Regards, John
Importing data in formula fields
Hi, I have different formula fields, but I have to import some data as set-up. The problem is that it doesn't calculate the formula unless I change the values, and I have thousands of records!! How can I import this data? Thanks
Task Reminder - Subject Line
Good afternoon. Is there anyway to modify the Task Reminder Subject Line to include the Account Name? Thank you.
Some New User Questions I have
According to the documentation, it's possible to edit the "Lead Sources" fields. We need to edit these to "Walk in traffic, phone calls" and a few specific lead companies that we use. But this isn't in the list of fields I have the ability to edit. Also, I have removed some of the tabs I didn't need. We simply need lead tracking. Then when they sell, I need them to be called "Customers" and I need to be able to create reminders for certain events, like birthdays, 6 month anniversary from purchase
Our Zoho Wish List
Our Zoho Wish List We normally see a lot of users complaining about many aspects of Zoho, but while we agree that many contributions are positive, many hurt the efforts in helping a company that has become an integral part of our every-day operations. For these reasons we decided to enumerate our own list of features and changes that we would like to see in the system. Some are more urgent than others, but all lead to a better system and we hope that they are well treated by the people in charge.
Contact birthdays on calendar or receiving alerts
I've seen this question several times, however, have yet to solve the issue. I would like to have Contact birthday appear on the calendar or receive alerts of their birthday. Are both of these possible? Thanks,
Can the quote template outline table be expanded?
We are using 8.5 x 11 paper for our printouts and the quotes don't "outline" the entire printout, please see attached quote. Many of our clients have mentioned the quotes appear 'squished'. Is there a way to adjust this in the html? Sample Quote And are there "generic" samples/templates we can download from somewhere? I think all our templates have been modified including the original one called quote and I would like to download the originals. thanks in advance. cori
I cant open documents that I attach. Is this not possible to do?
I cant open documents that I attach. Is this not possible to do?
How to clear the Missed Activity Reminders popup
Apparently, Zoho CRM synced with my Google Apps Calendar and now, every time I log in to Zoho CRM, I get a popup window titled, "Missed Activity Reminders", but with reminders for appointments from last year. I've tried clearing these a screen at a time, but I've been using Google Calendar for many years and there are probably thousands of appointments. How do I clear these all at onece?
Location based commission?
Hi...I am looking for any way to handle having multiple physical locations selling products. Specifically, I sell Product1 in Location1 and I get 100% revenue. I sell Product1 in Location2 but at then end of the month I need to split 15% profit out to give to the manager at Location2....this applies for all products sold at that location. Even if it is a custom view at then end of the month, is there a way to assign a Location (or constant variable) to a Potential? (I am not talking about a Location
Change default columns for Module
How can I change the default columns for a module? Currently the column items are not very helpful for my custom module.
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