Problem with Sign in
Dear Support, Some user are experienced a message error at Sign In process. Please se below a message error. Thanks Paulo Miguel.
Google Calendar and Zoho CRM
Does ANYONE have them synchronized? If so, how are you accomplishing this? Nothing from Zoho Help/Support is providing me with an answer. Again, open discussion - does anyone have Zoho CRM successfully (and automatically) communicating with their Google Calendar?
How can I report set up a scheduled report on Potentials incorporating only the latest note for each Potential?
Hi, I have created a report to be automatically circulated to a distribution list. Because of the fact that the report is scheduled, I don't want to manually manipulate it. I want to show all Potentials I am working on, with only the most recent Note associated with each Potential displayed. All I can get is a report with all Notes included, unless I include a data range. Stipulating a data range doesn't work because making it wide enough to cover all possible Potentials means that for some it will
How to make merged data in email templates URL or Permelinks?
Dear Zoho It great that we can use email templates that can draw data from other modules. However data merged into email templates from other modules are not url enabled. It is embarrassing to have to ask customers to cut and paste links into their browser. URLs and permelinks are basic elements of modern email communication. Is Zoho going to work on this and if so when? Thank you Zoho David
Auto email if potential hasn't responded ?
Is there a way in crm to auto email a potential , if they fit a certain criteria ( say stage or field status) if they haven't responded by email after x amount of days ?
Templates using MERGE Fields
I have been trying to get the merge fields to work in the email templates. They never populate the contacts name just ${Contacts.contact id}. I follow the instructions to select the field, copy and paste into the body of the template and nothing ever changes. I have been working on this for a few months. Anyone have a thought?
Zoho ERP?
Is Zoho ERP coming anytime soon? If not would like to get some ideas about integratng with other online accounting apps ( other than QB online). Thanks SmallBiz Online 360° http://smallbizonline360.wiki.zoho.com
Real Estate Wordpress Site Needs To Fetch Zoho CRM Products Data Dynamically
I have a real estate website running on wordpress. It includes a blog, articles etc etc but the primary content is property listings. Traditionally, I posted these listings as Wordpress posts, all categorized by location etc using Wordpress categories system. Now, upon moving to Zoho CRM, I wish to achieve the following: 1. Put all my property info into Zoho CRM Products (including adding custom fields suitable for real estate). I would also stop manually posting properties on to my wordpress site
Cold Calling Assigned to Business Partners - is Zoho CRM the right solution?
Hello, my name is Sebastian. I am looking for advice. I work for a business (importer and distributor of adult beverages) that relies heavily on cold calling to get more sales. Cold calling is done by my business partners (suppliers of products) to whom I supply the list of phone numbers to contact. My business is currently trying to implement a system where we can assign phone numbers for people to call and be able to monitor their progress / comments, etc. Originally, we were going to add them
Zoho CRM export
Is it possible to export Zoho CRM data directly to a database in MySQL .?
Re-use email address
1) I created a test company with real email address for users. 2) Found ZOHO to be useful so I deleted the test company. 3) Created new (live) company account, however the system will NOT let me used my email address. The error reports the address is already used in the system. How lone do I have to wait to be able to create user with my email address?
Recovering a deleted account
There was a duplicate account and I inadvertently deleted the one with contacts. Anyway to bring this back from the dead
Custom functions Zoho CRM Mobile
I have a custom function to update a record when a record is created or edited. Works fine from the web however when I edit a lead from the mobile app it seems my custom function is never called. Please give me some clarification on this. Can you call custom functions from the mobile app? Is there a work around?
Call custom functions from mobile app?
I have a custom function that works fine when a record is created/edited in a browswer, however when I update or create a record via the mobile app... the custom function does not seem to be called. Am I doing something wrong? Is this a limitation of the mobile app for zoho crm?
Email content in reports
Hi. Is there a way of creating a report that shows email content? Thanks
Custom
Can I change a Custom Field after it has been created and saved?
"Todays Tasks" not showing anything
In Activities -> Views, when I choose Todays Tasks I can't seem to be able to see any task. I would like to use this module in my homepage in order to see my to do's for the day but it doesn't show anything. This happened after I tried to create a new view in which I was trying to set the Status as "not started" but then I saw that this is not possible. After some trials, when I got back to "Todays Tasks" it showed zero records. Any ideas how to fix it? Thanks, Andrei.
track recordings between two modules
Hi, I have created one module called "commercial status" so that can track my recordings when I change a status in my lead. Actually, when I will modify the content of status field in Lead module, I would like data record in commercial status module automatically. If I have understood correctly, the workflow works only between objects of the same module... Thank you very much in advance :)
Custom View Leads Criteria last week last month
Trying to create custom view in reports with last activity in last week and also last month but I cant see how to do this. I can't figure out how to set the operator and value for last 7 days or last 30 best i can do is Yesterday :-( Any advice appreciated Geoff
How do I print a case?
I know how to print a task but how do I print a case? Thanks
Urgent Actionable: Automation Assistance Required
If we have any customer issue to be resolved and we have mentioned that as a 'CASE' in ZOHO CRM. Now, when the case is resolved for a particular Account/Contact, we need an Email Automatically sent to Contact Person, as soon as we update the status as 'Solved/Completed' wrt that respective CASE, to provide the client that the case is RESOLVED.,... How can it be automated... Thus, as soon as the CASE is resolved and the status is changed to completed we need the confirmation email to be sent to that
Ex-employees emails
When someone leaves the company, if I disable their account, can I still see their emails in a lead or contact record? Seems like I can't, which is a problem for us, since obviously we want to be able to see the history of our contacts with the person.
calender infromation
I know how to create a meeting,but if i would like that meeting to be seen on on my MD calender how do we do that? created how do
Unable to synchronize contacts after installing version 3.0 Outlook plugin
After installing the latest plugin version for MS Outlook 2010 I am unable to synchronize my contacts. Lots of pop-up screens are opening but non of them is synchronizing. After several attempts I still see the same number of items (on both sides Outlook and within CRM) to be synchronized, but nothing happens.
HOW TO modify sort order of a column in related details
We need to have related records in a module list the records by newest first, but Zoho by default lists related records by oldest creation time. Can this be modified somehow so that realted records can be sorted by what the user wants? currently, we have to click on the arrow everytime we want to see the latest, most uptodate record. Zoho insists on showing old information first, this doesn't make sense from a logistical point of view. Thanks.
Custom Modules
Hi, I would like to know if we can have the custom modules available in Standard Edition? Regards, Esther
"You do not have permission to access Zoho CRM" How to fix it?
I'm getting this problem when clicking inside gmail link: You do not have permission to access Zoho CRM Please contact your administrator Even though I'm an admin ( I installed the app ) , How can I fix it? I read that if you delete the "&from=google" at the end of the string it will work, and it does BUT sounds just too ineficient to tell all the workers to do it. BR,
XLS import requires record "ownership" to match that of the person doing the import?!?
Ok, this took us two days to figure out, but we were trying to update some records using an import of some records via an Excel document (tried .XLS, .XLSX, and .CSV formats) and we were constantly getting that some of the records were ignored because "Reason: due to empty values for any of the mandatory fields". Problem was, we did not have ANY empty values. Even tried it with a simple 1 record, 4 column Excel table, and made sure the date values were properly formatted etc. (e.g., MM/dd/yyyy).
Cannot group items by Last Activity Date for Reports/Charts
When I try to graph usage of Accounts, Leads, etc. by Last Activity Date, I get a result where each item is separately presented. The reason? While it's called Last Activity DATE, when creating the underlying report, what's available is Last Available TIME (see below), so no two items have the same time to the second and grouping by date is meaningless . I tried creating a Date-only field and cloning the LAD, but couldn't get it to work. Is there a field available for reporting that can support this?
potential client and invoice
Good morning i would to know if is possible to reimport the zoho quotes and invoices in the page of potential client like in the contact page.
Importing accounts information
I have just recently become a ZOHO member and am in the process of importing leads en contacts etc. I want to import my accounts info into ZOHO CRM but the only field i see is name and not first name and last name s i can't map the name. How do i fix this?? Much obliged for a quick reply..
Can I get Zoho to send me a reminder email on the day an activity/task falls due?
Can I get Zoho to send me a reminder email on the day an activity/task falls due? I know i can get it to send an email to the activity owner but it does it as soon as its assigned rather than as a reminder on the day its due.
Microsoft Word Mail Merge Error when inserting fields
I have downloaded the Zoho Microsoft office plug in so I can do mail merges for address labels. I'm trying to create a new template within Word. When I try to insert fields, I get the same error report no matter which field or module I select. Below is a screen shot.
Mobile Account Display
Is there a way to display related Tasks, Events, Products, etc. when looking at an Account while using Zoho CRM on my iPhone? I like the way everything is presented when using the browser, but wish the comprehensive view of an Account was available via my mobile device. I have not used it on an iPad yet, just an iPhone. Thank you, Eric
CRM activity to convert INVOICE Invoice
Hi. I want convert a oportunity of CRM to quotation in INVOICE, ¿have a option for it?. I welcome your comments.
Global Search doesn't work
When I try to search something using Global Search, doesn't appears. For example y search "pepsico" the url is https://crm.zoho.com/crm/GlobalSearch1.do?sModules=AllEntities&searchword=PEPSICO but nothing appears. Appears message "searching" but it didn't finish. Some recomendation about what to check?
Create an Event and link many Leads or Opportunities to that Event
Is it possible to create an event (eg; a training course) and then link many leads, contacts or opportunities to that event. I.E. Have the event available as a lookup when adding an activity to a Lead, Contact or Opportunity?
ERROR - zoho mail add-on
When i click on "Configure now" in Zoho Mail Add-on, error pop out saying "Unable to process your request" How to fix this?
Capturing all Excel data when importing
I have just started exploring Zoho CRM, and am trying to import about 190 contacts from an Excel spreadsheet into Leads. The mapping is pretty slick :-) but there are several fields in my Excel file that I am unable to map - Next Step, Next Step Date, Date of Last Call, Call Log (notes on what was discussed during the call). I am assuming the reason I can't do this is because these items are actually Potentials data, not Lead or Contact - is this correct? Is there some way to bring over all the
Adding a new user without company name
Hi, I'm new to Zoho CRM, so just learning the ropes. I am trying to add a second user to the CRM but the company field appears to be a required field - how do I get around this if the person is not a member of a company, but merely an individual? thanks Baronne
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