Web form Format
I have a couple of issues with a web form. The first is that I've changed the form background to blue. The preview mode looks fine, but when the form source code is embedded on a website, white spacing between rows shows up. The second is that I'd like to change the color of the "submit" button, and have white text on the button. Is that possible?
Edit Contact Photo with CRM Mobile and see large Photo in Contact view
Is it, will it be possible to edit Contact photo with CRM Mobile and see large Photo in Contact view. Currently photo is only show in list, to small, and isn't editable. Our workaround is Zoho Leads App for capturing new people, cool enough! But created and affirmed leads will be contacts, to be checked mobile with CRM App. Also replacing photo, if needed. Thanks for advice. Check mobile app with big photo in edit view: „Odoo Mobile“ für iPhone, iPod touch und iPad im App Store von iTunes ,.
Issues with new users
I created two users and emails of the users are associated with another account in Zoho . I need only users are related to the Zoho account of Toolnology.com Users are administracion@toolnology.com and cbottone@toolnology.com. Thank and regards!
Please Email Account Admin with Payment Warnings!
We had our Zoho account revert back to the free version because we forgot to change the card on file. Of course, you guys never sent us an email letting us know that our paid account would be canceled. You might want to do that moving forward, because a non-functioning CRM means that our employees can't do work. Also, we called 24h support -- since the live chat feature isn't available with the free version -- and, three times, we received no help. One time, we made it through to a representative,
Lead Source
can I create new "lead sources"? cheers
Recurring Send Email to client on due date
Dear zoho staff, great product. I need to automatic send recurring notifications to my clients by e-mail every year since they registered a service. For example: 1. client or contact "Mario" buyed a product on "27th February 2014" 2. every year, the 27th of Genuary (one month before the expiration) an automatic email is sent to client in order to renew the product buyed How can I make this possible with workflows or other in zoho crm? Thanks in advance, Cheers! Marco
Changing the name of a custom module name in custom functions
Hello. I am not able to change the name of a custom module using a custom function. For example, I have a custom module called "eQuotes". I'd like to change "eQuote Name" using the UpdateRecord function but am not able to. I am able to change any other custom field, but no the name. Is this by design? here is the code: updateQuoteName = zoho.crm.updaterecord("custommodule4",strQuoteId,{ "eQuote Name" : productDesc }); I have tried entering "custommodule4 Name", "{0 Name}", and "NAME" for the field
Change FROM field in Email Template
In ZohoCRM under Setup -> Templates -> and when I'm editing one of my Templates, I want to change the *From field to be a generic email address, not associated with one of our Zoho user accounts. Is this something that can be done? Or do I have to pay for an additional user (that'll be a dummy user) and then assign them as the From sender? I tried adding a secondary email and verifying it for my account, but the *From field still doesn't allow me to choose my secondary email. I don't want this email
CRM Template Header Foorter Page n of n
how to add a fixed header, footer & page n of n for the templates in crm.
SPAM
while many of my clients are indicating that my mails come as spam, it will be ..? I worry because my prospects also receive it in this tray. The accounts are configurated on Zoho/CRM
3 MB file restriction and problems.
Hi there, THIS IS FOR THE ATTENTION OF THE ZOHO TEAM earlier in the week, I tried to send out an email to our club members (219 people) with an attachment (Handbook) but it was over the limit. I then proceeded to send it through our webmail. Unfortunately, this set off a spam alert and therefore I'm told our domain was flagged. Now I"m trying to send out our Xmas party invite in Zoho without an attachment and I noticed for the first time the Anti-Spam alert and the fact that we will be barred if
Why 100 record limit for mass update?
What is the reasoning behind the 100 record limit for mass update? 100 records is nothing; any sort of mass update takes many unnecessary passes of this tedious exercise. As a follow-up question, can we up this to either no limit or at least 1000?
More Column and Row Options for Matrix Reports
Hi, I'd like to use more types of fields for the matrix reports in the columns and rows. Currently, you cannot use Formulas, Numbers, or Lookups as a column field. Instead, I need to make a Summary Report, Export it, then make a matrix through a pivot table through that. Thanks.
Latest updates on Calls, Custom Modules and Managing Approval Process!
We are pleased to announce the following updates in Zoho CRM. Read on to know what has changed for the better, with respect to scheduled calls, custom modules, and approval process management. Scheduling Calls Made More Effective Scheduled calls can now be rescheduled, marked as completed or cancelled. These options are available in the call’s details page, list views, related lists, reminders, calendar as well as the Home page’s Activity component. To know how to schedule a call, visit>> Schedule
Modifying the 'new contacts' page
If I modify the 'new contacts' format to remove some redundant fields and add some new ones, will I risk losing existing contacts? Can I create a backup to at least have a 'restore point' if it does go wrong?
Unable to edit Tasks
As of the last 12 hours I am unable to edit tasks. I have been using ZoHO for years without this problem, If I try to edit a field in a task I get no response. And if I click the edit button get a page that will not allow me to edit anything
Can't find Google Calendar Add-on
I'm using the trial version of Projects and CRM. My goal is to test the Google Calendar sync. The Zoho support for CRM says to go to CRM app, then Setup/Add-ons/Google Apps Calendar. I do not see the Google Apps Calendar on my Add-ons screen. Here's the instructions for reference: https://www.zoho.com/crm/help/google-apps/synchronize-google-calendar.html
Adding Users who have a zoho.com email address
I am trying to add a new user who i created them a free zoho,com email. I have done this for me and my other users but for some reason when I try to add my new user the system tells me that I con not have a zoho.com email address. Please let me know what I need to do.
The option "do not allow duplicates in email field" is gone.
The option "do not allow duplicates in email field" is gone. Please, help me!
how to add condition that statard user do not add new Product into zoho crm
hello, i am working on zoho crm Product module. i want to make a condition that Only administrator should have the ability to add new products. standard user should not be able to add new products
Only administrator should have the ability to add new products. standard user should not be able to add new products
hello , Only administrator should have the ability to add new products. standard user should not be able to add new products. we do not find any permission in zoho crm. please let us know how to fixed it. many of thanks Regard faizan
Zoho Phonebridge
Hello, I just wanted to get some thoughts and suggestions on how people feel about the Zoho Phonebridge. If you like it what phone system do you use with it? We are looking into options, Ringio etc. Would like some pros/cons/suggestions. Thank you!
hidden potentials
I have hidden potentials in my reports which I can't make visible in any way but which are counting in my totals. For example if i look in "key accounts" than there are empty lines in the report and if i calculate by hand the sum of the potentials than i can only conclude that the empty line contains an potential which probably has been deleted before, but which still counts in my totals. I have been reloading, recalculating , computing all, computing month by month, but whatever i do the error is
Export my customers data using PHP
Hello, I have a PHP script which fills a pdf form automatically with the provided information. My question is there a way to export my Zoho clients information into XML or HTML format so my PHP script can read them easily and fill the pdf form ? Thank you
Using formula to copy data from another module.
I want to create a new field in a module that contains the same data of a field in another module. For a contact we record "gross annual income" and I want to create a "case" for that contact and for the case to lookup the data from contact record. Is it possible to do this using formula - if so how?
adding contacts
hi there starting my free trail.....how do i add my contacts from my contact list in outlook
Add multiple Attachment Sections in an Account
Hi, I would like to add multiple Attachment Sections in each Account as i need them for IOs/Monthly reports etc and i need to separate them. How do i do this? Thank you
Email to Salesforce Equivalent - BCC to ZOHO?
Is there a feature whereby I can send any old email while BCC'ing to ZOHO and the associated contact will log the email? This is a standard functionality for most CRMs, and I'm having a hard time figuring out if it's doable. I see the ZOHO dropbox, but it appears to be limited to only 5 contacts....is this correct? Could someone provide some insight for me. Thanks!
Admin in small company
Hi I am the admin in a small company and would like the other reps I work with to see the leads and accounts I am working on so we dont duplicate efforts. Is there away they can see my leads/ accounts without me assigning them to the other reps?
Mass Email
I sent out a Mass Email. Where do I see the emails being sent. I do not see them in the sent folder. Help Tom
Working with two types of clients?
Hi, we are currently looking at Zoho as a potential CRM for our business. We have both B2B and B2C clients and one of the biggest problems is working with B2C clients - for example keeping track of their status in the loyalty programme and distributing bonuses. My questions are the following: 1.Can I set the rule for the system to send out emails to contacts basing on certain criteria? - For example we want to send birthday wishes to our clients - would we be able to setup the rule that will
Email templates: is is possible to have the "From" field a custom value?
Hi, I'm trying to configure email templates in Zoho CRM, for use as automated replies when someone submits a contact form from the website and what I noticed so far that in the "from:" field dropdown the only choices are the available Zoho CRM registered users. Rather than sending a "thank you for contacting us" sort of message with an email address of a real person, I'd like to have the email address set to a generic "info" sort of address. I couldn't find a way to do so though. Am I missing something?
Homepage Activities widget not showing tasks by NEXT DATE DUE - only Closing date
On my homepage, I need a list of my upcoming tasks and the date of the NEXT event due. All that shows in my task list is the DUE or CLOSING date, but I have many tasks with due dates much earlier. I try re-ordering, which is not good to have to do each time, and that takes me back to the beginning of time, basically. See the 2 screenshots - one of my homepage, one of my tasks. I'm new so it's probably me - but I've spent a ton of time looking for this and I can't figure out what's wrong. Thanks
Leads
Hello, i can capture leads from my wordpress site and send them to the crm. Now would it be possible that every lead that is approved, send it to a specific company so they get the lead by email ?
Login Disabled due to Insufficient License
One of the users for our account ran into this problem today: Unable to login due to Insufficient License. What is the issue here?
Duplicate leads
We attend trade shows and are always getting new leads. However, we can get multiple leads from the same company, but we only want to import one per company. We currently wash the data in Excel to remove dups. However, the company my already exist in or leads DB and we do not want to add another lead from the same company. Zoho only allows no dups for email when importing. Is there a way to use the company name to avoid duplicates when importing into leads? Thanks Tony
Only administrator have the ability to add new products. standard user should not be able to add new products
hello, Only administrator have the ability to add new products. standard user should not be able to add new products in zoho crm, please let me know many of thank Reguard ali ahmad
Copying product info to Sales
I have information from "Product" that's necessary on "Sales", instead of typing it again, is there a formula which can help extra these data to Sales Order when a Product is added. Understand it might required a custom function, is there a guild line on it. Pls help.
Blackberry?
Is the Zoho CRM app for Blackberry still available? I'm not seeing it in the Blackberry Apps Store.
Can I use API to fetch and push data with a custom module and custom fields of standard modules?
Hello Team, Can I use API to fetch and push data with a custom module and custom fields of standard modules? If it is not possible, do you have any plan to make it possible in the near future? BR
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