Grafics X tablets ?!?
How could my team see their grafics in tablets, like ipad?
Form in Google Sites
I have a problem putting a form into Google Sites. Google does not recognize the name of the fields if they contain any space as 'Last Name'. Can I Set that option to remove the space?
Web Form in Google Sites
Hi. I´ve a problem when put a Zoho form into Google Sites. Google does not recognize the name of the fields if they contain any space as 'Last Name'. Can I set this option to remove the space? Thanks.
Don't want new email recipient to pick up under Leads module
Hi Zoho CRM I really like that Zoho CRM picks up emails from my gmail account. However, I don't want emails from new contacts (that I haven't entered into Zoho CRM otherwise) to automatically go under leads, as I would like my leads module as clean. This will make managing my leads much easier. Any suggestions? Thanks for a great product.
Show product price on products list page
I would like to show the product name and price on the "Products" main list page. How can this be done?
Customizing quote
Good day to all! I´m customizing the quote template according my needs but I need your support to do this. Please see the figure attached. Hope anybody can help me. Awaiting your comments Best Regards
Change fields in the task module that print.
We use the task field for processing orders and print each "order" (task) to include with the despatch. The default print out includes notes for the contact that we DO NOT want to include on the print out. How do I remove the field "notes about the contact" from the task module when printing it out?
How do you convert a contact to an Account
How do you convert a contact to an Account
Web form reports
Is it possible to pull off reports for data collected by a web form (this will be intergrated with the CRM)?
Social Tab
Hi Guys, Logged in as an Administrator. The Role and Profile have Social Integration enabled by default. I have associated (logged in) to our Facebook and Twitter pages. On Leads and Contact I can "Associate" a Twitter or Facebook profile with a specific Lead / Contact. However, when I click on the Social Tab, I get a "Permission Denied" error. Not sure how to fix this?
Email Activity Reporting - for Google Apps users
Hi My question is about email activity reporting. When creating an email activity report, how do we include email activity that originated from both Google Apps emails AND emails sent from within Zoho CRM itself? Looking forward to the replies. Thanks Keith
Contacts - can my clients log in and see the details in the contact fields?
Hi! In contacts, can my clients log in and see the details in their own contact field? Kind regards, Jon
Quotes Clone Problem?
Hello When copying Offer When I change the customer information The delivery address is changed Former offer when you want to use as the product can not use. Save it remains just a product I erased all products. Please note that this issue be taken seriously. This feature facilitates our business previously was working fine. I'm forced to copy rather than create new
Facebook photo.
It would be great to be able to use the user's facebook photo (profile photo) as the photo in the contact section. Android photos have this option for using the Facebook photo as the photo in the phone's contacts, maybe this could be considered as part of the Facebook integration. By the way, the Facebook integration has made things so much easier, than having to go in individually to FB and find the person and then friend them. We use this as a social marketing tool, and it saves so much time,
Email kicked notification
Can you please please notify us when we send an email to a bad email address and it is rejected. Having to send through outlook to check validation negates the purpose to Zoho mail and templates. This is a basic feature that is missing. Even if it bounced back to outlook, I could add it via the plug in.
Map Dependency Fields Help
Hi, I have created dependency fields to minimize data entry errors by our reps but this has created an error of its own. For all of the parent field options that have more than one child field option that applies I also include none so it doesn't default to anything. But by doing this when a rep selects the parent field the child field switches from -none- to none making it a valid option when it really isn't. Can you please explain why this happens because 'none' isn't a true option within the
Zoho Mail not in Zoho CRM
Just recently our Zoho Mail tab disappeared from the Zoho CRM program. I have checked the modules, and the tab is not in there either. I also have checked to see if it was still linked in the Zoho Mail app add-on, and it is logged in. I have deactivated, re-activated, signed out, signed back in, and still no sign of the email tab. Any advice / suggestions to get this problem solved would be great.
Sudden CRM Email Error Message
This morning, and for the first time, I've discovered that my CRM email is not working. Instead, in the email pop-up (wherer normally the template would appear) I get this (which, too, will not "send"): Sorry for the inconvenience caused. Please try after some time or report your issue in the feedback form given below.
Zoho deleted the work that I put into my account including my custom modules
I signed for an enterprise account 2 weeks ago. I used this account to create custom modules and started to add entrees. Today, as I logged in, it was clear that I no longer had the enterprise account and the work that I have put in have all been deleted. Please diagnose and respond to the issue before other Zoho users encounter the same problem.
Custom Module - Adding Contacts as related item
Hi, I'm evaluating Zoho as a potential enterprise CRM solution for 2 clients. I've created a custom module (Presentations), and i would like to be able to associate one of more contacts to a presentation record. When selecting "Organize Presentation Details" option on a presentation record I'm only given the option to add "Open Activities", "Closed Activities", "Emails" and "Attachments". I would like to add "Contacts". I can't find anyway to do this in the settings and can't find any help information
Printing Activities
Recently the notes relating to a potential or contact have started to show up on the print preview of a activity. Resulting in pages and pages of notes printed out when all is needed is a print related to a single activity. This did not happen before.
importing leads, zoho crm can't open Excel
Zoho CRM cannot open Excel in the Importing Leads function; restarted laptop and made certain nothing else is open/running, shouldn't be memory issue which Zoho message states, thoughts?
I am new in Zoho and I wonder why you can not write the company name of your contact
When opening a new contact you can write name , phone, email and so on but why you can not write company name of the contact , departament, web of company where the contact is working Thanks for your help
Problem edit potential fields and don't displayed information
Hi! Help me please. In the potentials tab, the stage field can not be edited - the link Edit does appear, but is not clickable. Stage field can be edited when i click general Edit button on top, but i would like to do it from potentials info (entity_info) page, since all of the other fields can be comfortably managed from. Whats wrong with editing stage field from info page?
ZOHO CRM is unable to save
My ZOHO CRM is unable to save my completed calls after the fact using Contacts > Picked a Contact > Open Activities > Log a Call. I had tried it more than 5X but it doesn't work. This function was working last week but stopped working today at about 12 noon.
Quotes Clone Problem?
Hello When copying Offer When I change the customer information The delivery address is changed Former offer when you want to use as the product can not use. Save it remains just a product I erased all products. Please note that this issue be taken seriously. This feature facilitates our business previously was working fine. I'm forced to copy rather than create new
convert lead to client
Hi Is there anyway I can convert a lead to a client? It looks like i can only convert to contact. This is not helpful for me. I need them to be clients. Is there anyway of converting to client without loosing all the info in the leads page? thank you
Is there a way to add tasks to calendar within Zoho CRM
I run a Managed IT Services business, and we are just getting started with Zoho CRM. I'm not sure if I have missed something, but is there a way to see tasks on the calendar within Zoho CRM. We currently use Google Apps for Business and the Events (meetings/webinars) we created within Zoho CRM appear on the calendar and sync to my GApps for Biz calendar, but the Tasks do not. Before moving to Zoho CRM, we used GApps for Biz calendar to schedule tasks and mark those tasks as completed within the
Wrong value when clone a new contact within same account
Dear Sir/ Madam, When I clone from existing contact, I expected all the values would remain unchanged unless I edit it. However recently when I do the above action, system automatically change the value. As value on Module item should be "HRMS" and after I saved the contact it changed into "Contact"? That's really annoying to change it manually. Would you please tell me what's going on?
Emailing to my contact list
Hi there, I'm a new customer and now that I've built my database of contact, I wish to send emails to them. I would like to build my own templates (announcements, photos etc) and then drop them in and send to a list. Is there a tutorial for this and related operations? thanks very much Russell.
CRM API getSearchRecords multiple searchCondition
Does this functionality exist yet? I really need this, I have seen other posts with this same question. Please let me know if/when this might be available. We are integrating your CRM with our PBX software. It would be a big drawback if we could not search by multiple fields. Once complete we will be offering this to all our current customers which could bring your company a good amount of business.
Permissions / Invisible Fields
Hi, Within 'proposals' (a custom heading) I want to make the £$ value NOT appear to a standard user - in fact to only be viewable by me. Could you tell em how to do this please? (not just a link to a help page, as I have had a go first but couldn't see how to do it) Thanks
Font size doesn't change in email templates
I am drafting emails within Zoho CRM email templates. I am also inserting images. I altered the font to a larger size and when I send out the email, it's in the default (smaller) font size. Any ideas?
Multiple email notifications
Upon successful submission of all lead details, a website visitor (where a Zoho form has been placed) today receives a confirmation email from my Zoho instance. I also receive a system generated alert. I have one more email address that is being sent in the same user form to the CRM, and I wish to send a notification/ alert to this email address at a parallel. How does one do this? OR I also tried setting up a macro, but the macro does not seem to be able to pick the other email address and send
How do I update Quotes into the Forecasts
Is there a way to update the Forecast information with the Quote? I wouldn't think everyone is creating a Quote and then recreating it in the Forecast Module?
Picture upload to email template
When marking the image file (png) on my computer and selecting insert, nothing happens and it simply does not appear on the email body
Let's follow in Outlook and Google's footsteps
Who would like to see the CRM calendar function closer to Google and Outlook calendars. For example, when you schedule a meeting from 8am to 12pm, have it actually take up that space on the day and not visually reflect a 1 hour meeting. Have the week view look like every other calendar and show each day in columns next to each other. Etc.
Sort Leads
Hello! I am looking for a way to sort and group leads that have been contacted and corresponded with (where there has been an email exchange or phone conversation logged) from leads who have not responded back to an initial contact or email sent. I would like to be able to have 2 groups: 1. Leads who have not responded or been corresponded with after initial contact through email 2. Leads who have responded back with an email/phone call and need to followed up with Thank you!
Free account user permissions
Hi, I have adjusted a newly invited user (free account) permissions to "standard", then saved it, it says saved successfully, but the new invitee still appears as administrator. Thanks
emails sent on behalf of me
When people receive our emails they do not come from our regular email. Instead of our url, the email comes from the zoho.com and on behalf of me. It is very confusing for our customers. How do we set it up so that the emails just come from our @mottoinc.com? thank you
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