Contact reports
Hello, I cannot seem to include account names when creating contact reports. If I'm missing something please let me know. Otherwise, anybody else run across this?
Zoho Sheet - Contacts Postal Code
I would like to export my Opportunities to an Excel Sheet by including the adress and postal code of the concerned contacts. How is it possible to add the adress and postal code fields on a view?
Purchase Orders
How do I get the system to auto generate a PO number every time I create a PO?
Print a secondary contact mailing label
I would like to print a mailing label with a secondary contact person. The system will not let me create a view without the primary contact's last name. How can I create a view and get rid of the contacts last name? Help
How can I do to see email that contact send me?
Hi. I can see on my posible contact table mail that I send to my posible contacts but when these people answer my mail not appear. What can I do? Here attach an image http://cl.ly/image/453t0G3A2t2k
Does Zoho CRM overwrite information when syncing contacts from Outlook?
Hello there, I'm currently syncing my contacts from Outlook into Zoho CRM. I know that duplicates are checked based on the email id. However, when you sync a contact from Outlook which is already in Zoho CRM, does Zoho CRM skip the duplicate contact or it just overwrites the information in Zoho CRM? Or: Imagine that in my Outlook I have a contact and my colleague has the same contact in his/her Outlook. The email id is the same but the rest of the contact information is different. When we
how to see feeds in mobile app?
Hi, How do I see the feeds in the mobile app (android). I can see feeds, write posts/send direct messages on the web interface. But I can't see the same in the mobile app... Thanks!
Forecast summaries
I have a potential in my system which closed in May 2015. when I look at the summary of May it does show as 0 . But if i click on the 0 than it will show the win closed potential behind the 0 of 12,000 USD. In an other occasion i have moved potentials to another later date. In the summary they still show as pipeline USD 142,000 but if i click in the USD 142,000,- is shows no details. In another occasion i look at 1,200,000 in 12 different potentials, but in the summary it shows only USD 583,000,-
How to link existing and future surveys to Potentials
We have been surveying our customers recently and would like to link those surveys to their respective Potentials for future reference. How do you link the surveys to the Potentials?
Syncing Events with Outlook
Is it possible to do this? My colleague just tried this but it opened up a new Outlook calendar (not his main one) and it was in US time, not UK time.
Currency & Language options
Various questions for you: We are a UK company and have a Brazilian subsidiary who want to have the option to use our Zoho crm in the Portuguese language with a dollar currency option. We currently have 2 licences for the Professional Plan. We were thinking we can use 1 licence for UK and 1 licence for Brazil but would need to upgrade to the Enterprise option to include multiple currencies and the ability to prepare quotes etc in dollars and still be able to have Sterling as the home currency for
Conditional formating (coloring the variables)
Hello, Our company is thinking of using zoho for data visualization. We want to create tables with conditionaly formatted cells. Specificely I'd like to add this formula into the cell(pseudocode) : If (Average value of the column1 > cell.value) then set colour of the cell to "red" else set colour of the cell to "green". Is this kind of visualization possible in zoho? Thank you for the answer in advance.
Error 4835 when inserting an Event : Please check whether you have provided proper values for "DATE" fields
Hi everyone, I'm currently trying to use the insertRecords method of the API to insert a new element in the Events module. But the API keeps returning me this error : 4835: Please check whether you have provided proper values for "DATE" fields And here is my xmlData: <Events><row no="1"><FL val="Subject">Test</FL><FL val="Start DateTime">2015-08-26 02:19:00</FL><FL val="End DateTime">2016-08-26 05:10:00</FL><FL val="Event Owner">null</FL><FL val="Venue">null</FL><FL val="Who Id">null</FL><FL
Bulk Email How many can I send
For some reason I thought the limit on emails was 20 emails. I am a single user on the Professional Plan. How many emails bulk emails can I send a day? Thanks!
Custom buttons
Dear Zoho CRM Team, I've just realized you added Custom Buttons we have been asking about for a long time. Thank you! Actually, i have two questions: 1. Why it's limited to only 2 buttons per place? Nowadays, we have many Boolean fields, which are used as buttons, like - create an account, close account and so on. We want to migrate them to Buttons, but you allow only two buttons :( 2. Is it possible to place buttons at the any place of the page? That would be really great - we have many sections
I want to select all contacts records for which the 'prospective customer.supplier' is not set to certain values.
Apologies I'm new to Zoho and coming from a SQL background I'm trying to figure out how or rather if I can do the same in Zoho. I have a Contacts table from which I wish to do a Mailing and I have a 'Prospective Customer' table which has a field called Supplier. For some mail shots I wish to restrict the contacts I send emails to by the value in the $(Prospects Customer.Supplier) field. I might for example not wish to send certain emails to Prospective Customers that already use our supplier. In
Texting
Just wanted to know if there was a way to send a text message from zoho? I know I can call and send an email, but I use texting a lot with all my 250+ contacts.
Search corrupted: Activity Module shifted to front
Dear Helpdesk-Team, there is a bug within the search function, if the activity module is shifted to the first position. Our module order has been: Mail Activities Leads Accounts Contacts Campaigns Search has only looked at Activities and Leads and left out the other modules. Best Martin
pregunta sobre configuración de clientes y sus actividades
¿En que versión puedo gestionar Clientes, y modificar y añadir actividades en mis etapas o tunel de seguimiento?
Counts using the API
I would like to get a simple count of leads or calls records that reside in zoho using the api. Is this possible or do I have to pull all records and run a loop until I have them all pulled?
Find & Merge Duplicate Leads
Hi, I am wanting to find & Merge duplicate leads in CRM. I have read the support / help section and the feature should be under "more options" but I can seem to find it. Can anyone assist me. Craig
Email form submit and reset button cut off on mobile...
Hi! I have integrated the email form for Joomla! so that when people email thorugh the website, it goes directly into CRM. I just looked on an iPhone, and the submit and send button are off the right side, showing only about a quarter of the submit button, and doesn't show the reset button. How can this be fixed? Thank you!
Feature Request: IMAP Support for ZCRM
If you are interested in having IMAP support for ZCRM can you please put your $.02 in here? IMAP support would allow you to truly use Zoho CRM as your main email client without having to sync between Outlook, Gmail or other Client. The challenge currently is they only support POP. POP downloads email. So if you send email from a contact record or the email module it will not synch to your phone or other client. If you read email, open email using the email module and then go to your phone or
Deleting an Admin User
An Admin User is still in our list of Users and I need to Delete this User. As this Associate is no longer with the Organization and I am not a "CEO" level User, how do I go about Deleting this User if I do not have their credentials to log in as them? Trevor M.
Zoho Lead API and Workflows
I am not getting the workflow to execute on API leads brought over via JOTFORM webforms using the API. I can get the data in CRM as needed, but it does not trigger a workflow based on a field that is populated and identified in the WorkFlow with the designated "Criteria" Is there something I am doing wrong, or does automation only work with zoho forms?
How to avoid duplication of accounts/lead/contacts?
Hi, I´m using Zoho CRM professinal edition and I want to know how can I prevent the duplication of data in my CRM. For example, is any way to detect that am creating an contact with an email that already exist in a lead? Example: Existing Lead Name: John Smith Email: js@gmail.com ¨New¨ contact Name: John Email: js@gmail.com I want to know if Zoho can detect this ¨duplicate¨ data?
Webhook not available in Rules
I've created a Webhook, but it is not coming up when I try to assign it to a rule. Another Webhook I created is shown, but not this one.
Valid emails save but can't be used for email
I have a client with an apostrophe in their email address (X'Yz@someone.com) and it is a valid working email address (I can send from gmail). Zoho CRM let's me save it but won't send to it - says it is invalid. This is a clear bug as this is a legal, valid email address. I also notice that 5 years ago you were asked to fix the same problem so it's been out there a while. Please advise.
e-Mail address validity check
I tried putting in an e-mail address with an apostrophe (') for a contact, but it will not save because it considers the address to be invalid. E-mail addresses with apostrophes are valid, so the criteria in the validity check should be updated.
Sort order in Mail Merge
Hello, When I pull up a set of potentials records and then sort them by a field, I see the list in the order I have selected. When I do a mail merge they end up in the order of creation. This is not very helpful for organizing the final document. The work around is to open in Acrobat and manually reorder the pages (if you are lucky enough to have one record per page). This works for 10-15 pages max and then becomes a real chore. I had been told in Feb that it would be fixed in 2 weeks. Is there
Regarding EMail Setting using POP
Hi Zoho CRM Team, I have a account with the name "The British College" in zoho crm and we have created some users as well. My concern is on regarding Email setup through pop. I can configure the email account from super-admin account in crm but unfortunately I m able to configure from the user account. When I click to configure form the pop, it does not responses anything. So I will be very thankful if you could do something for us. Looking forward to hear from you soon. Thank you for kind support
Multiple Contacts - Married/Cohabiting Couples
As a business we often provide services for couples, we are still within our trial period with Zoho & are yet to commit but the only thing holding us back is understanding how we might store contact information for couples. Lets say we have provided a service to Mr & Mrs Bloggs I'm aware that a Lookup Field can be created which can be used to link Mr Blogss to Mrs Bloggs but this seems to require double keying of information, particularly when attributing products/services. I'm also unsure how well
MASS MAILS SENT USING EMAIL TEMPLATE
Hello After creating the email template I have sent to the contacts by using end email option all at one go. Normally it shows for example 35 emails send in a pop uo once mails are send . But last time I sent the email there has been no such pop ups. So how do I check whether my mail has been sent or not??
Can I change the default search layout?
At the moment when users search for a contact or company, it shows the 'Contact Owner' name first and I would like it to show the contact name or company name first. Is it possible to change this layout?
Unable to confirm new user
I have created a new user and sent the email confirmation. The recipient is not receiving the email from ZOHO to confirm and start using. It is not going in spam/junk. The email account is receiving emails from inside and outside the company. I have tried numerous times. Is there another way to activate a user?
How to see see email sent to client as a MACRO triggered
Dear Team, We have created a MACRO for Potentials. When we run the MACRO, an email template is sent to the client with relevant details, and a we get the MESSAGE that the MACRO HAS COMPLETED SUCCESSFULLY. However, we are not able to see the email sent to the client under the email section of accounts... How to see that...???
Change custom field to multi-select picklist?
I would like to change a custom field from its current state of only selecting one option and edit this field so that multiple choices can be selected. (Change to a multi-select picklist rather than single select). Is this possible? I already have hundreds of records with information in the current field so I do not want to delete it complete and create a new field. Nandri/Thanks
How do I add customer services into an account?
How do I add customer services into an account e.g. I want to record which customers receive which services from us i.e. I want to record eCommerce Customer Corporate website customer Hosting customer Maintenance customer SEO customer PPC customer Etc. I want to have drop down / tick boxes so that I can target emails at certain customers that do not have a particular service.
¿Cómo agregar un item a "Detalle del producto" dentro de un Presupuesto?
Estimados, 1. Necesito agregar un item dentro de Presupuesto, en la sección “Detalle del producto” donde se pueda indicar Disponibilidad del producto. En mi empresa el stock varía constantemente por lo que queremos que este item sea de escritura al momento de confeccionar el presupuesto.
ZOHO CRM Integration
Dear Team, We are a Investment Management firm, and want ton know if we could get the Investment Platform Website integrated with ZOHO CRM...!! If there any way out, so that instead of logging into separate platforms we are able to see clients investments under ZOHO CRM itself.
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