Layout Field Alignment
Hi guys, please note this small issue that we found today. In the new layout design, text areas and multiselects end up making the vertical spacing uneven for other elements. In other words, not all elements are WYSIWYG. You can see an example below:
Add component in zoho crm Dashboard Issue
when we add a component in zoho crm --> dashboard we add the component name and select Source Report and click next button it display alert " Dashboard Item Name already exists" we add a new dashboard with different name and add component but it again alert the same message this error was coming from yesterday. Please let me know how to fix it MANY OF THANKS
Feed
Hello , In the feed tab , i am able to see only my feed activities and not all member activities , how can i settle that . Thanks
Import from Facebook / Linked In
Is there a way to import the contacts from my Facebook/Linked In accounts to Zoho CRM?
Can I assign one contact to more than one account? How?
Hi, I have an accounts and one contact need to be assigned to few accounts, is this supported? how?
New Forecasts Quarterly vs Monthly
I selected Quarterly so I could test out some of the new forecasting features. The only forecasts I have setup are simple test ones. Is there no way at all I can revert this choice so I can choose Monthly? I can't find any 'Delete Forecast' button. Let me know if I can change to Monthly. Thanks - Adam
Why can't I assign a role to new accounts?
After spending some time creating roles, when it comes down to assigning them I am not able to access the roles list. Clicking the widget has no response.
Report to Sales partner
Understand scheduled report can send base on my request and cc to related mail / assigned mail, but it's no clear enough as it only have the report itself without a email body text (like email template), it there a way to schedule a report with email template so receiptant will know what's inside, or I will have to do it manually as if I have 30rpt to send to different suppliers when the purpose of the rpt is the same, only the content is different. Also, same issue when I chase for payment, any
How do I change the name of a field that is not a custom field?
I want to create a pick list called "Country" but it is already a field in "Leads" and there is no option to EDIT or DELETE it because of that. Your quick response will be most appreciated.
How can i see my tasks on the right hand side bar under contacts the same way i do under leads
When I am in a Lead I can see my tasks on the right hand side bar so they are quick to view. (it also puts them down at the bottom of the page under 'open activities' When I am in a Contact it does not put it in the side bar only at the bottom under 'open activies' How can I make it so that I can see them on the side bar under Accounts and Contacts
Lead Import with additional data for existing leads
We are having difficulty importing multiple data sources with each having different data fields for leads where some of the lead records are already in ZOHO. For instance, we have 100 Leads already in ZOHO, and have 3 files to import. All files have FName, LName, Company and LinkedIn address (along with other data fields), but not all have email address. If we could have the unique key as LinkedIn address instead of email, it would work great. As it is, it appears we would need to dump everything
can't send e-mail from my preferred address
Zoho doesn't offer my preferred email address to send mail from when logged into CRM. What do I do?
i have created email alert for the task module, some things it works, sometimes specially when due date has edited it dose not work?
1) Basic information - the rule is active. 2) Execute on - create or edit 3) Rule criteria - 1 Due Date is ${TODAY} 4) Action - send alert
How can I categorize my client portfolio?
I am including a list of possible clients and I am brand new with Zoho. What I can see so far is that all clients are saved under the same list and my question is how to keep a subdivision among them. I would like to have my clients/ Possible clients list under Detailing, Distribution, Washing systems, and so on instead of all mixed together... Thank you
Importing Leads
As I go through system setup and start playing with this I noticed that the Lead import fields are only Lead Id, Company, First Name, Last Name, email, phone. There is no address fields or additional phone fields. I am playing with setup and perhaps its in there somewhere. I see where I can add custom leads fields but I do not see anything for lead import. Thanks
Awaiting confirmation of primary email address to activate Zoho functionality
I changed my primary email address, and am waiting to receive an email from Zoho to confirm my new primary email address. I've been waiting for this confirmation email for 2 hours now, but its not forth coming and I can't send any emails to my leads until this is done. Please assist soonest, Mervyan
Report with lead, lead source, lead status, most recent note ONLY
How do I create a report where I will see each lead and only the most recent note.
Save button
I do not get a full window viewing after I edit an Activity. I want to hit save but only see the top of the green button. There is no other window tabs above to close out to make the screen full to see the save button. I only know it says save because of how I can read the top letters. I do not know what the other options are?
Web forms link code
Hi Can someone tell me how to use the code given to embed the CRM Lead Web Form link in fb etc.? Thanks C
Integration ZOHO CRM by Form for Web Site
Hello! I input form to the web site and in a top page I see this: !-- /ZOHO CRM Visitis --> !-- /ZOHO CRM Visitis --> So, how can I delete this " !-- /ZOHO CRM Visitis --> !-- /ZOHO CRM Visitis -->" from public page?
How to Import Contacts, Activities etc. from 'Account' to a 'Potential' in the same Account?
There must be a way to import or move all contacts, tasks, Activities, Documents etc. from an Account or a different Potential to the Potential we want. A project is fluid, changes and re-assessment processes need to made easier. For example, We have only an 'Add New Contact' or 'Add New Task' option. What if I have tasks that were made already and due to either human error or changes in project direction I want to now add it to a new Potential or Account? This is not possible without cloning each
Email Templates
My email templates selection box only displays 2 templates! How can I see the others or select a different one to the ones that are displaying?
Possible to include URL parameters in web tab?
Hi guys, I'm hoping to pass a URL parameter to a web tab so that each user can have customised content. It doesn't seem like it works at present. See screencast for details. Any work-arounds? -- If you need any help with this or anything else related to Zoho, give me a buzz on +61 414 885 787 or email me at jeremy.nagel@nuanced.it
emails sending from on behalf of
When people receive our emails they do not come from our regular email. Instead of our url, the email comes from the zoho.com and on behalf of me. It is very confusing for our customers. How do we set it up so that the emails just come from our @mottoinc.com? thank you
Partial matches of company name when converting a lead into an account
When I want to convert a lead into an account, the company name in the "Company" field of the lead might be a partial match of an existing account's name. E.g. Lead company: Acme Account 1 name: Acme Limited Account 2 name: Acme Ltd. Now it would be nice if the conversion dialog offered these both partial matches to select from, not just to create a new account. Is there a way to achieve that such partial matches work? What I found is that only a full match is offered to be chosen. Thanks
Flag in Zoho when contact or lead is member of lists in MailChimp?
Hi, is there a way I can have a flag in the Lead or Contact record in Zoho CRM, that says whether the record matches a name or email in one of my MailChimp lists? I'm looking for a dynamic link that updates as new people sign up in MailChimp rather than, say, a one-off data comparison exercise. Many thanks! Kevin
Reports
How do I create a report that shows contacts that have had no communication?
How to Integrate the CRM to our website ?
How to Integrate the CRM to our website ?
Adddate - formatting result
I am using Adddate to calc an end date form a start date which is working fine. However the result is in the format dd/mm/yy hh:mm am Is there anyway to format this to show just the date, rather than date/time
Problems with setting up my e-mail in Zoho mail
I have talked with my e-mail provider and they say that I should use port 26 - Not possible Any ideas?? Regards Kim
Export of the data base into Excel
I am using the FREE version of ZoHo and want to export my data into an Excel DB. This function is limited to 1000 contacts but there seems to be an option by first doing a Data backup. This Backup costs 10 Dollar. I tried it several times with different browser and credit cards but it does not work. Does anyone has an idea what to do?
We are a b2b business. Most of our leads do not have last names - it's a required field.
The only way that I can see around this (which I think is crazy because why does Zoho require a last name??) is putting in my own work arounds, which affect other functions like tasking and once I convert a lead into a potential or an account. Any help is appreciated! I'd love to see this NOT mandatory... because the task ends up not having the company name - only the lead name, and if you follow what Zoho tells you to do which is put a '-' if you don't have a last name, then your tasks have no
Activity End Date show wrong
Hi, recently we have noticed a very wierd error and it is actually very bad for us! We use "events" to create our services to be delivered. All services have a start date and an end date ... until about 1 week ago everything was perfect and suddenly all "end dates" of our events show 1 day later. Even though when I open the event to modify the date, the date is correct in the modify window but shows 1 day later on the activity main window. I am attaching 2 screenshots VERY URGENT!! Thank you very
Email from lead not showing up in CRM lead record
Hello again. I'm in the process of testing the email functionality within CRM, specifically communications to and from a lead. My problem is that emails sent from an established lead from the email that's in the lead record is not showing up in the lead record when it's received. The mail box is set up as public. Please help me understand what is wrong. Thanks!
Captcha - How to insert into form?
I am building a website contect form. It generally works fine. But when trying to place a captcha I cannot select the item "captcha" neither can I select "file upload". Both are located in the extended tools section, whereas all items from the field list ("Name", "Surname" etc.) work though. What's wrong? Tnx.
exchange rates issue
Hi, I have such situation: in our company we have home currency USD, but meanwhile we are also operating in MYR, so i already implement multicurrency option, but the problem i have is that we dealing with some of our clients using fixed prices in MYR that can not be changed, this prices based on exchnge rate between home currency and additional currency, but in the same time we operating in MYR with our other client but using current exchange rate in this particular day, that is why i'm facing with
How to create a case?
I upgraded my free trial and now I'm missing the 'Case' module. Is that something extra you have to upgrade to or do I just need to add it to my CRM?
Birthday Reminder Notification
In Zoho CRM can I set a Birthday Reminder notification for all my contacts every year?
How Do I Add "Today's Events" Category to an Activity View
Hi, Currently I find "Today + Overdue Tasks" with columns for Customers, Open Potentials, Leads/Contacts and Others (see attached) convenient. This gives me a list of things that are happening and need attention. I would like to add an Events category. How do I do this? (I don't really know what the "Other Category" is for so I could replace that). I have tried editing the view but it seems to only affect what's in each column. Thank you in advance. Paul
Users can not see info in various modules
I have one user who can not see anything in the Accounts module unless he is set as admin, though based on the settings for both his profile and his role, he should be able to. I have a second user who has the same problem only it is with the Leads module.
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