Different email for billing and invoice/receipts
Hello, Is there a way to change only the billing/invoice/receipt email to something different from the main user? We only need 1 account. However we want any receipts to be sent to a different email address. Thank you
Bulk Email
I wish to send a Bulk Email to all clients to check if Email addresses on file are valid. Using the bulk email function, are replies/rejects from "dead" email addresses received back by the sender?
Import new account records?
I have workflow automation setup to export new accounts in the CRM to a Creator app. Should accounts that are imported from and XLS file also be sent to Creator?
Compulsory field in "Leads".
Hi There, A lot of times we won't know the Last Name of the Lead and we just go by the First Name until the Lead is properly qualified and converted into an "Account". The "Last Name" field in the "Leads" section is a compulsory field and I am not able able to change this to non compulsory field. Can you please let me know how I can do this?
Change the order of columns in search results
Any way to change the order of search results? For instance, I'd like to move the Full Name column to the 2nd column right after Account Name.
Can you move the Emails section up?
I'd like to move the Emails section up between "Notes for this Contact" and "Attachments". Any way to do this?
"Industry" drop down list
I have changed the contents of the "Industry" drop down list. However the changes did not take effect. What should I do to change the contents of the "Industry" drop down list?
How to convert a custom text field to URL for existing leads/contacts?
I created some custom text fields for leads and contacts like "XING" (european business network) and "Secondary Website" to put in URLs, but did not see the URL field type. Now I want to convert the text fields to URL fields. How is this possible?
Change of email address to which ZoHo Subscription Invoice is sent to ??
I'm trying to change the email address to which the ZoHo Subscription invoice is sent to? Have not been able to do it in "Setup" - can anyone help
Picture type field should be available for "Products"
Picture type field should be available for "Products". It's very logical...
Workflow Alert limitation on additional recipients
I need to send an Contact email through automation/alerts. There is a limitation with the additional recipients to only 10 emails separated by "," (I think). Any thoughts at being able to send emails to a Group or listing of Emails? Vendors' emails? Hows about Accounts and all the emails of the contacts associated to the Account....could work? Am I missing doing this somewhere easier?
Additional Leads Tab
Hi, We would like to split out leads so that they can be treated differently. The ideal is to have a second tab for leads which are sub £1000 and use the main leads tab for anything £1000+ Is this possible?
Export Functionality
Hello I have just noticed the export to excel functionality has disappeared from ZOHO. For example it used to be under potential tools now it is gone. Is this temporary? Can we still export data to excel?
Is there a way to keep track/monitor of which users are online in the system? ( Other than the Audit Log )
Is there a way to keep track/monitor of which users are online in the system? ( Other than the Audit Log )
How can I enable chatting functionality?
We are using the Professional Edition of CRM. In the post below : https://www.zoho.com/crm/help/miscellaneous/chatting-with-users.html#Activate_Chat_for_Users it says that we can activate Chatting functionality inside the system via Setup/Users/Profile screen. Whereas I cannot see a checkbox to enable that functionality. I've checked the license details and saw that group chatting is included in our license. How can I enable chatting for my users? Regards, Haluk
can i update single record in quotes module
Hi, I have requirement to update a certain record in quotes module,can any body help in this record. how can i meet this requirement. Thanks.
Web-to-Case Form: Add attachment
Does there exist an option allowing for upload of attachments in Web-to-Case forms?
INTEGRATION WITH ASSIST
Hi guys, We use your assist soft and we have now started with crm. we can't see how to integrate them. can you help?? Thanks
Saving report
Hi. I have just started using a macbook, having previously used a windows laptop. I have downloaded excel 2011 for mac but when I try to export reports, excel cannot find the file that I previously used as the saved report from zoho. When I used my old laptop, I got a message at the bottom of the screen giving the option to save as but this doesn't happen with the mac for some reason. So it simply puts the file in the download folder. I then have to save it, i presume, as the same name I gave it
Export problems with comma delimited fields
Hi! i have recently done a data backup, but the result is frustrating: i have texts in some fields, and a lots of commas, and after export - which is in a CSV file - all this information goes to separate cells in Excel creating a mess. there was someone on the forum who advised to use reports and export the data into Excel, but it is not working when you do a backup. Could anyone, please, give me advice on how to solve this problem?
Searching/Filtering by Last Call or Email
How can I search and/or filter my contacts by last call made or email sent? I have tried by Last Activity Time; that doesn't seem to grab either piece of data. I cannot find a report to help either. Thanks!
problem with ZOHO professional
Good afternoon, we passed from ZOHO basic to ZOHO professional but now in the new version I lost my leads and clients and when I try to configure the google mail in ZOHO i can't becasuse I don't find the options Google apps and ZOHO apps in Configuration, if you can help me to find a solution, thank you very much
Invoicing in CRM
Hello, I would greatly appreciate a quick response to this question. We are trying to use the Invoice / Sales Order features in Zoho CRM, but it is clunky and time consuming. Why are we not able to just key the product code directly into the Product Name (on the first screen after selecting Sales Order or Invoice). Why do we have to go to an additional screen, then enter the product code (or name), and then click to confirm it is that product. This is just a waste of time. I can't convince my colleagues
Permission Denied
I have recently started using Zoho CRM and have no issues when using it on my laptop. However if I try adding a contact or event etc via my ipad or iphone it repeatedly says permission denied. It used to work ok and setting should be right as it works ok on the laptop. Any ideas?
Change Tab Name
I am unable to change tab names. When I try to rename tab nothing happens. What's the trick?
Wrong character encoding during data export
Hi, I just found a big problem during data export! When I exported my data, all Chinese turned into wrong or strange txt or symbols!!! When I import data, I can have advance option on the character encoding but It don't seems to have a way for data export.
custom view for the products those has been added the attachments today
Hi, is it possible to create a custom view or get the products using API ; for the records those has been added the attachments today ? your quick response will be appreciable Thanks Sanjay Gupta
Update the existing lead in ZCRM somehow via WebToLeadForm
Can we update the existing lead in ZCRM somehow via WebToLeadForm?
accounts & contacts
Hi, 1- Is there any means to display in a list accounts and linked contacts ? 2- Is there any solution to populate contact main address with the associated account address ? 3- Is there any solution to assign accounts by ie zip code ? Thanks ! JMB
Is there any extended modules for the Activity/task alert besides pop-up and e-mail?
Is it possible to get activities alert to cell phone? Or as a notification on the top menu bar?
Multiple vindows for working with multiple contacts/leads/accounts at the same time?
is there any method to having the contact details of multiple contacts/leads/accounts open at the same time (multiwindow view)?
From: address when sending mail from CRM is not default email
I have two emails in zoho account. I set the one I wanted as the default but it continued to show the other email when creating a new email in CRM. I just deleted the other one and now it shows. I have 5 other users and growing and now I am off to do this for each account.
Quote to Potential
Is there any way to move from quote to potential or is it always from potential to quote.
Commission Rate...
When entering/editing product... under "Price Information" heading we have "Commission Rate" field [there is an empty space under it]... Why don't you change "Commission Rate" field from a number to percentage so we could input 10% or 8% and have the commission calculated automatically based on the "Unit Price"... all you would need to do is add a new field "Commission" below the "Commission Rate"... Walt Brodnie
CRM Modules - API Documentation
Hi, On the Zoho CRM API Docs, I can see some modules, such as Products, SalesOrders, etc that I can't find anything related to them on the control panel. Are they hidden, deprecated, or included on other Zoho product? Thanks,
1 Contact 2 or more accounts
Is there a way to have a Contact linked to 2 different Accounts? This is a very normal situation, but I don't see how I can enter this into Zoho. Any help, advise would be appreciated
Has anyone lost Data?
I have lost about 60 jobs from my zoho. When I signed on one day and all of my agencies were gone. I was able to look in the recycle bin, and find that they were dlt from my zoho by me at like 1am. When I got the data back it was in my CRM 2 times and still missing about 60 of the jobs. Do any of you know what happen and how i can find what i am missing.
"Tasks" within Zoho CRM mail add-on
Is the "Tasks" feature part of the mail add-on in Zoho CRM? I'm not able to find it and I was hoping to figure out how to assign a task to a group of individuals.
Using two related modules in workflows
I am hoping to be able to create a work flow that marks an existing Task as "Completed" if the Stage of the related Potential changes. Is there a way to do this?
ZOHO CRM QUESTION
Hi All, thank you for your most valuable time. I would like to use ZOHO CRM as an aggregator of leads online and on mobile phones. More specifically I would like to create a CRM where the 'leads' enter their own information into the system (opt-in). So if I'm at a trade show I can enter leads myself as an Administrator or I can give the 'potential' a way to 'opt-in' on thier own time by visiting a certain url (that only allows them read/write/delete access for their own records). How can I make
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