Reports - can a user have the ability to run apre-setup report and export, but not to create?
Hi, We want our users to be able to run some of the standard reports and export these, but we do not want them to be able to create reports. Is this possible?
Customization general Module
Hello, I I'd like to remove or add some columns in the general modul Leads. How can I do that? I'v already tried to customise the "Search Module", selecting wich information I wanted to, but it doesn't work. Thanks a lot for your help. Candice
Why can't I create a picklist within Events?
Hi, I am trying to add a Status picklist to Events, but it won't let me do this. It just gives the option for a Label, but no Values. Any idea why or how to overcome this?
Share Zoho CRM leads with a different company
Is there a way (either in Zoho or through third party integrations) to share and synchronize leads between two different Zoho business accounts? We outsource a small portion of our leads and then take them back when they're about to close to finalize paperwork. I know all the Pakis are going to tell me it's not a feature - please, if you work for Zoho, don't bother responding to my post - your responses are useless. I'm looking for real world user experience - and I don't care how hacked the solution
Clone Quote -Custom Functions
Hello it is possible to clone a Quote throughcustom functions? I've been trying to do this, I cloned a Quote but without the products, someone has a code for this? Thanks and Regards.
Adding new user
Hello! I've just added a new user. However this person does not have access to the data already in Zoho CRM. If I change the rights to administrator this now user does. However I don't want him to have an actual administrator right. Thanks for your help/ideas. Regards, Phil
Task - Custom Field
II 'm trying to create a custom field of type selection list in tasks , and does not allow me to add the list of values
Can not change language for a team member
Hi, One of my team members have the wrong language, and when I try to change this in the configurations it never works. The system do not accept the change in language and just stops working. Thanks for any help that you can provide. Best Regards Nils Widmark
How can I send an event to members of staff?
Hi all, we are a growing small business and are using Zoho to create new customer information through incoming calls and THEN delegating these appointments to our engineers who carry out the work. Can someone please tell me how, after I book an appointment with the customer that I can then add this appointment to the diary of our engineers and so that they get a notification about this? Basically, it's important that our engineers know where and when to go and description of the job. Any help would
Data Saved from Free to Paid Subscription ?
Hello, I am wondering if going from Free to a Paid Subscription if the data entered is saved.. such as Accounts, contacts. e-mails sent etc.. Thanks, Sam
funcionalidad sin costo
funcionalidad sin costo expira?
Mass Email monitoring
Any idea how I can monitor mass emails being sent and where I am up to?
Small bugs in new layout editor
Hi guys, the new layout editor is really good! I just found a couple of things you might want to look at: 1. When adding a new module, the plural form of the name is sometimes being used for the name field. For example if the new custom module is called 'Employee' then the name field is called 'Employees Name' instead of 'Employee Name'. 2. When changes are saved to the layout, the system changes to the modules tab. It would be better if it just stayed on the same layout tab. Thanks! Andrew
Stingy amount of storage
I find it absurd that in this day and age, with the cost of storage approaching zero, we are given 1 GB/user storage and 1 GB total company storage. I have more storage in my free personal Dropbox account than we do in our entire Professional Zoho account. Zoho, why so stingy with storage? Please upgrade the storage provided, at least with Professional Edition and above.
Using Skype
When I click on a phone number in my contacts, the number is sent to skypeout for dialing- which is awesome!!! However, in order for the country code to be prepended to the phone number, I have to manually change the phone number in my crm contact (ie. 206.444.5555 becomes 1.206.444.5555 If I don't save my phone numbers in this format, skype out from crm will not work. If I do save my phone numbers as such, the phone number is no-longer automatically formatted for display by crm, plus I have to worry
Contact Information display
I have been watching the introductory videos and they all show a panel with Contact Information (or Lead Information) being displayed when a specific Contact (or Lead) is selected from the list. On my site, this panel is not displayed nor can I find a way to display it. Is this a limitation of the free edition? If so, I do not see this limitation listed in the comparison chart (and, IMO, this would be a really stupid feature to make unavailable).
Does ZOHO CRM work with Office 365 using the Microsoft plugins?
I currently use the Outlook and Office plugins for Mircosoft with Office 2007. I am planning to upgrade to Office 365. Will the plugins work with Office 365?
Emails sent from Outlook
Hi, We send all emails via Outlook (2013) using the DropBox Bcc function. We then add any responses via the Outlook Plugin. This stores outgoing and incoming emails but we can't see a summary of incoming or outgoing emails for the whole company across the CRM database, we can only view email activity on an individual contact level. Is there a function available that would allow us to see all emails stored in the CRM?
Need to convert accounts to a leads without loss of activities & notes
When we started Zoho CRM we converted some leads to accounts before we realized what we were doing. Is there anyway to change them back into leads again without loosing the contacts notes and activities?
I can only add 20 characters in E-mail field customer
When I want to add an E-mail adress to a customer in the Zoho CRM system, I can only use 20 characters. Many e-mail adresses are longer than 20 characters. How can this be changed? Kind Regards, Milande
Auto create date
Hi , I have a question: my events have a start date and end date. (normally 4-5 days apart) I would like to create an automated field in events for departure and reentry... This is normally: departure 2 days before the start date and 1 day after the end date... is their a way i can have this done automaticlly? The ideal scene would be that I have a date field for departure and it is automaticlly filled in with 2 days before but I would also be able to change this manually if needed same thing for
How to fetch all Invoices from a Views defined ?
Hi, In Zoho CRM module Invoices I've got severals Views with filters, like range dates. Which provide us "Invoices from 2015 with paiement" and so on. How to get this list over API ? I can't find method to get Invoices from a Views here : https://www.zoho.com/crm/help/api/api-methods.html Thanks for your help.
Outlook to Zoho Sync
What we want to do is enable our sales team to set appointments in Outlook and have them sync to the appropriate account and/or contact. In my test situation, I can do this from Zoho to Outlook as I can select from the list of accounts, then select the contact(s). The Outlook contact has the same Account Name and Contact as Zoho (the contacts are synced). So if I select Andy as the participant, it has the exact same information. When I schedule the appointment, it appears in Zoho's Event view, but
Non-Profit can't figure out proper structure for leads...
Operation ReConnect provides free vacations for Veterans. We need a CRM structure where we can track Veteran's wanting vacations, Volunteers for events or daily tasks, Property donors, financial donors, etc. The problem is how do we create these isnteaad of "lead" or "contact" but also what if a Veteran Vacation becomes a voluntter?
New User
we had say 5 accounts and are all assigned to related sales person, when one's resigned can I just change the user email for login instead of delete and create again a new one.
Relate the Company field to an Activity created for a Lead
We are currently creating activities for Leads and we want to see what Company the activity is related to. We have noticed however that you cannot relate an activity to the Company field in a Lead - the Activity is only related to the Lead name. We would achieve our desired outcome if we converted our Leads to Accounts/Contacts however we do not want to do this because the Lead has not progressed and should remain a Lead. This is a major issue for us because we need to know not only the person's
Is it possible to edit custom fields in the free version
I am currently testing Zoho CRM with the free version, only just starting. I have added custom fields in Contacts. It doesn't seem to be possible to edit the label or a multiselect list, or anything at all. Can't delete custom fields either, I can just remove them. Is it because it's the free version???? Or am I missing something?
Auto delete related entites
Is it possible to automatically delete records related to an entities when deleting an entity? For example, can you automatically delete Potentials related to a Contact when you delete the contact? Thanks.
Email opt out, Mass Emails and Auto-responder options enabled for Custom Modules!
Here is some great news! True to their name, custom modules can now be customized even further with respect to their emailing options. You will now have the following emailing options in custom modules. Email Opt Out Enable Email Opt Out if you wish to give your recipients in the custom module, the option to opt out of the emails you regularly send to them. Send Mass Emails So far the only way you could send mails to several people in custom modules at one shot was to select multiple records in
Cannot Add User Role
I have been trying to add a new user to my account, but each time I try to enter the user role, it does not work. Although the cursor is in the text box, it will not type nor does the drop down menu next to the text box work. What is wrong? As a first time user I had hoped to have a better experience. Sylvia
Synch Office365 email both ways
Hi, How can I synchronize both ways office 365 outlook online with your CRM? Regards eric
Confirmation Email Best Practice
Hi, I need to create a workflow to send an Appointment Time Confirmation email to a lead. User is requesting to fire the email when an the Appointment Time field in the lead form has a value. However, my concern is if they key in the wrong date and time, multiple emails will be sent. What's generally the best practice around these types of emails? Thanks Mila
Leads Accounts Vendors
I have to do some database cleansing, somehow I have mixed up records where accounts should be leads and vendors and vice versa. Is there an easy way to move them into their correct placings?
Training for template modification
Is there a training video for modifying the quote templates or other? Please advise. To be more specific , I want the Grand Total field to add another custom currency field I have called Freight. How do I get that to include that total?
Data entry avoid duplicates
Hi, There were many requests from ZOHO users like me to prevent duplicates in lead or account modules. I am using the company registration number as a unique key per record. I would like to avoid my team adding duplicate leads into the system and use the customed field "company registration number". What do you suggest me to do? ;-) Cheers, Fred
System not stable
hi, I am a new user who just join & paid for Zoho CRM. I found a problem that sometimes when I click a menu button for activities and potentials, the crm system cannot generate the page. (a rotation icon was showed on page) I wait for half an hour and then go to visit the page again. The page becomes normal. But, the same issue happened again and again. I think my users cannot wait for it. URL as below: https://crm.zoho.com/crm/ShowTab.do?module=Activities https://crm.zoho.com/crm/ShowTab.do?module=Potentials
Move contacts to leads with migrating option??
Can anyone suggest the best way to accomplish this massive project???? I took over the administration of Zoho later in the lifetime at this company. They have it configured incorrectly with every piece of data residing in Contacts/Accounts. Leads was never used. I need to take a large chunk of contacts with the associated notes, activities and campaigns and import them into leads. Will exporting all of the fields and re-importing with "migrating from another CRM" as a lead will work? Can the
Zoho CRM in Serbian
Hello, i would really like to see Zoho in Serbian Language. The CRM market in Serbia is on the rise. We use Zoho and would really like to use it in Serbian. I have singlehandedly translated Vtiger, complete Alfresco frontend, SplendidCRM, multiple Asana extensions etc, so i would really love to contribute. How can that be done? Regards, Uroš
can't add component to dashboard
Hi I can't seem to add component to dashboard, not sure how. Its says 'You have not selected any grouping columns in your Source Report. There must be at least one Grouping column in the Source Report' I don't understand what it means by Grouping column or what I'm suppose to do?
Cases - Status
Hi. Can i add new Status options in Cases? Cath
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