New custom field in Potential, Lookup - Owner Name lookup
Dear, Can I create a new custom field in Potential, with Lookup, using Lookup type of Owner Name? It seem like only few options like only accounts, leads, potentials, contacts and campaign are available for my selection. Best regards, Huam SK
No access to Quotes and Invoice modules!!!
Hello, I have a Professional Plan subscription to Zoho CRM but I can not have access to Quotes and Invoice modules. I was on a CRM Plus Plan but downgraded it last Saturday. I am really worried because I had some quotes templates that I can not use anymore, I hope that they was not erased. Could you please help me ASAP? Thanks Ganesh
Report Scheduler Times
The options to repeat the scheduling of reports show only weekly, monthly or yearly options. It would be helpful to also have more extensive options (as with the report creation itself). I would like to see Quarterly and Half Yearly as a minimum addition to the list.
Export ZOHO data in Excel 2010 (Backup)
Hi, I would like to export my data for backup purpose from Zoho into Excel 2013. I download the data in a CSV format first and followed the instruction for converting a CSV file into an XLS document. When I open the CSV with Excel, all Data in the first column is separated by commas. See example of the headline below. Account Id,"Account Owner","Account Owner Id",Rating,"Account Name",Phone,"Account Site",Fax,"Parent Account","Parent Account Id",Website,"Account Number","Ticker Symbol","Account Type",Ownership,Industry,Employees,"Annual
Sales team each seeing the others accounts and leads etc
At the moment my team members can't see each others leads, accounts etc. I am using an administrator profile and the team are on standard. I can't see the difference which means I can see there accounts?! Can someone advise?
Zoho Chat
Connection lost. Please check your network connections. Reconnecting.. I keep getting this error message in my chat screen - any suggestions?
Edit properties of last Name Field at Contacts Module
Hi, I would like to edit Last Name Field at Contacts Module and It appears with a padlock and I can´t neither delete nor change. Could you please help me to change it or delete it? Regards, Eva
UI bug on custom function editor
Attached screenshot has the UI bug on custom function creation editor.
Cannot delete Activities, Events and Tasks
Hello, I'm the super admin of our Zoho CRM and I cannot delete entities on the Activities module. The option to delete is disabled. The other two users of the CRM are able to delete entities on that module without a problem.
Email notifications showing up days late
When changing the lead owner, I always click the "Send notification email to selected owner" box. I have had multiple calls from sales people regarding notification emails that either showed up days late or did not show up at all. Please look into this. Most of my sales force is independent and is not actively looking for new leads on a daily basis. This is causing a delay in response time.
Edit a Closed Activity
I use the "Add a New Call" button and type in a subject, time, etc. After saving, I see a mistake so I hit the "Edit" link beside it. I can type in the correction but when I click on "Save" nothing happens???
Notifications when tasks are due
Is there a way to get notified via email, text, or ios notification when a task is due? If not, has this been suggested before and/or is under development? Thanks!
Display week calendar as a Dashboard component
As a manager of a number of sales execs, I would like to be able to add a current week calendar for each sales exec to my dashboard. I can currently go into the Calendar and view them individually but would benefit greatly by having a calendar for each salesperson as a component on the dashboard. Can this been done?
Can't get Outgoing mail to work
I have contact the company that host my mail and got all details for IMAP setup. It works fine with ingoing but not with outgoing. I have tried with port 25, 26 and 587 (Host provider tells me that's the port number to try) Please contact me BR Jacob
Account Name Field Changed after editing record
I edited an Account to include the address. After saving, the Account Name, which was a previously a string name, was changed to a series of numbers that looks like a guid, but is not the guid for the specified Account. Can you please explain why this is happening? I noticed that this has happened to a few Accounts in the database.
I would like a "user" option for custom Lookup fields.
In many cases, we will have more than one employee user assigned to an account or opportunity because the employee users serve different functions (i.e. Sales Rep vs designated Customer Support Rep). As a secondary feature request - when there is finally a "user" lookup field, it will be critical to be able to push email alerts and assign tasks to those users, regardless of whether or not they are owner.
Instapage to Zoho not Executing Notification Workflow
Hi There I have an integration running Instapage to Zoho CRM to pass leads from the landing pages. The passing of data works fine but it does not prompt the workflow to notify the CRM users of a new lead. When I manually create a lead in the enquiries module it works fine and the notification is sent. Any ideas?
How I can parse and extract lead detail from gmail?
Hi! I allready connected ZOHO plug-in to our google apps accounts. But I have some trouble with extracting potential lead data from messages: My website send to me letters from feedback form e-mail wordpress@mydomain.com. But all potential lead data located in the message body. Zoho plug-in for gmail see only wordpress@mydomain.com and doesn't see any other e-mail in letrer body Please help me, how I can get data from letter body to potential lead in ZOHO Thanks!
field mappings to zoho subscriptions
I just setup a data sync with Zoho Subscriptions and I want to change the field mappings, where do I find the option to change the field mappings?
One report for Leads and Accounts
Hello! We are using Zoho CRM and we are automatically sending Reports everyday via E-Mail to keep on track regarding lead generation etc. In order to find out what percentage of the original leads became customers and distinguish by their lead source, we would need one report where all former leads/accounts/potentials are in. Unfortunately I couldn't find any way to do this as converted leads don't show up in the original leads report and vice versa. This is really annoying as we have to export a
Record Customers GPS location
Hi We want to save the Lead / Contact / Account 's GPS location (sometimes multiple) in the CRM System both on the PC and on the mobile App. Can you please guide how this can be achieved in the webapp, and would we be able to see the location on Google Maps ? Thanks a lot Regards Ullash
How to log customer visits in CRM
Hi all, Our Business requires us to visit contacts / customers at their office regularly, to get purchase order from them. The orders are usually yearly, but we have to chase them regularly through out the year. I wanted to know: 1) How can we record in the CRM, each time our Sales Executive has visited the customer / prospect and the discussions he has had with them. 2) How can we schedule his next visit / Call 3) How can we run report to show customers not visited in last x no. of days 4) How
Mailing list without email confirmation
Hi, Can I create a mailing list without the need of subscription confirmation? Thank you, Sam
Webhooks into Zoho CRM
Hi I'm looking to integrate Zoho CRM with Instamojo payment gateway. Instamojo will post transaction details on to a webhook which need to provide to update my Zoho CRM database. The Instamojo webhook request is a request with content-type application/www-form-urlencoded. What's the best way to do this? Regards, Varath
Notes section on Calendar Day View
I have several bookings over a day to manage in my calendar and it would be extremely useful to be able to make notes for any particular day an dhave them visible on the same page. I'm not sure how this would suit other users but I imagine many would find this useful. I picture seeing the full days list of appointments on the left of the screen and on the right of the screen is an area that runs the length of the calendar window that I can edit and save notes to that are relevant for the days appointments.
Email tracking
Does Zoho have an email tracking add-in? Something allows me to see if someone has opened by emails? Thanks
creating a new project from CRM module
just tried to start a new project from the CRM potential and a window popped up saying The portal owner has been changed. You need to configure another portal and update the portal settings. I am not the admin for the Project module but surely every user of the CRM system should be able to set set up a project once a job has been won. thoughts please? Thank you Lana
Move Lost leads
I would like to keep all my lost leads where I can access them at a later date but would like them not "cluttering up" my lead list. Any way to move them or have them not to show on the lead list? Thanks!
Limited Web Forms
I am trying to find a way for my distributed contractor sales force to report client potentials via web forms. Right now there are only cases, contacts, and lead modules which do not tie into existing account files. Or do they?
Zoho Mail add on and Outlook Plug In
Hello, 1) We just started to use Zoho CRM and we want to synchronize all emails to customers (inbound and outbound). We want to open contact in CRM and to see all emails that were sent to/from this contact. We are using now Microsoft Outlook. I installed plug in, generated password in zoho accounts but i am not able to log in. The notification screen is attached. Please advise what to do. 2) Also I manage 2 email accounts in Outlook (private and department), how can I manage it in CRM - I want
Sorry,you have reached the maximum limit in your current edition
Hello, I have a question,I started receiving this message "Sorry,you have reached the maximum limit in your current edition " but i only have around 3850 records. I am using the Free version and it states that you can have up to 5000 records. If you could help it would be greatly appreciated. Regards, Murtaza Ali
Is there a work around for changing data type of a custom field?
Hi there all, I have a question and really hope you guys could help me out. I made a certain custom field (with data type numeric) where is used an ID with 8 numbers ranging from 0-9. Unfortunately, in a numeric data type is the 0 is not taken into account hence some ID's are now 7 numbers without the 0 in the front. Obviously the 0 has to be taken into account since it's the ID variable. Now I know I can't change the data type, but is there a way to duplicate that (numeric custom) field into a new
List Navigation
Please can you put a navigation arrow at the top of a page of Contacts so that we don't have to scroll to the bottom of the first 100 records to navigate to a Contact we know is on a subsequent page?
Error 4834 Invalid Ticket Id when Event insertRecords when Contacts email already exists
When inserting a new Event, and the user email already exists in Contacts, the following error is received. This is the case when pulling the CONTACTID for the email submitted or not. <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Events/insertRecords"><error><code>4834</code><message>Invalid Ticket Id</message></error></response> Events are entered correctly, without error, if the contact email does not exist.
Task Ownership Re-assignment email no longer has a link to the task
Dear Zoho CRM Team, We just noticed that the default email message no longer has a link to the task or the contact or account information on the re-assignment email notification. I just tested because several users have brought this issue to my attention. Here is what the email looks like when the user gets notified of a task being re-assigned to them. Ownership Re-assignment: Hello Thomas Pursifull, You have been re-assigned the ownership of the Task . Regards, Thomas Pursifull Is there anyway to
Automation: Show error if info is missing when changing the status
Hi, I would like to set up an automation workflow rule for sales orders so that the status can only be changed to "Cancelled" if the user first filled out the Cancellation Date. If they forgot to fill out Cancellation Date, then the status change should not be saved and the user should get some kind of error message about it. How do I do that?
One contact for two customers
I have a contact in ZOHO who works as a freelance project leader for two of our customers. Do I need to create him twice as a contact? Kind regards, John
Hello
Forgot my admin password for mail Id : raviranjan@limitless-india.com Can access my other two ID's : concern@limitless-india.com
How to export master account (just one) together with all member accounts?
Hi, Let's imagine I have one master/parent account called ''Restaurants'' that contains 100 members account. I want to export all of them to the csv file to separate e.g. restaurants from the shops. how to do that?
Migrating Custom Fields and Fields layout from Leads to Contacts
Hi, I've spent several hours in creating custom fields and layout for my Leads But when I convert them to Contacts I see the old fields layout Is there a way to copy or "migrate" my entire custom Fields setting from Leads to Contacts? Thanks, Vlad
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