How to setup scheduled report?
I am following the instructions for setting up a report and they are outdated here: https://www.zoho.com/crm/help/reports/schedule-reports.html It says use the reports tab which is no longer being used. I am in the Dashboards tab but I do not see any options to setup scheduled reports. I need to send a scheduled report based on lead status each Monday AM.
Customizing a product for each account
We have 50 standard products/services but we need to capture specific information about that product or service configuration for each account. For example, we provide hosted FirstClass software for 100 customers, and we have to record on which of 10 servers we installed that customer. I created a custom field (pick list) on the Product for Server Number, but when I update it for one customer, it changes for all customers using that product. How do I capture the unique configurations so tech support
Can't schedule a new event
I am using the free version of Zoho CRM. When I go into a contact and try to schedule a new event, I see a message "Loading" but nothing happens beyond that. I have re started the browser and the machine....no change. I can schedule calls and tasks, but not events. Is this not available in the free version? Any ideas.
Sort Order not working on second page
We have 200+ potentials in the database. When we look at the all potentials view and sort by stage the items on the first page are sorted correctly. When we go to the second page of the view, the items seem to be resorted in some random manner. How do we keep this from happening on the 2nd and subsequent pages?
Inbound emails into crm
I wonder if anyone can help. We are messaging customers from within the crm and would like to know if there is a way that we can receive replies within the crm so that all communication trails are within the crm for all our sales people to see? The issue we have is that when one person emails a customer from within crm, and then receives a reply to their regular mailbox, there is no way for another sales person to see what the customer has replied without communicating with the other sales person.
Task Time
I am testing Zoho CRM and I have contacted a lead who has advised me to call them back at a specific date and time. How can I create a task for a specific time of the day? Thanks for your assistance, Lee
is it possible to see sales orders in zoho crm mobile?
is it possible to see sales orders in zoho crm mobile?
Getting Privacy Error from Form
Hello, I am getting the following privacy error when I embed a form I made into my website. I am not asking for any sensitive info, so I do not feel I need to have a SSL. Please advise if there is a setting that is making it do this:
Lead information not reflecting in zoho
All the web forms i had assigned to one user when a user submits forms in website the data have to be reflected in zoho BUt i am not able to see any information in zoho leads what i have to do now
SalesIQ integration with CRM free edition
Hi Zoho, Am wondering if SalesIQ talks to the CRM's free edition. On your CRM pricing comparison page, it indicates that the free edition integrates with SalesIQ. However at the SalesIQ end there's a fee to integrate the two? Just needing a clarification. Thanks
Mass update is broken
This is nasty bug. I have damaged 100 accounts in my DB doing mass update. Steps to reproduce under my account: 1. Go to Accounts, select Account Tools > Mass Update Accounts 2. Build search criteria 'Industry is Stevedore' and click Search 3. Select all rows, click Mass Update button 4. Select Industry, select Stevedore, click Save (so we don't really change anything in the database) 5. See the list of the _IRRELEVANT_ accounts starting from Unithai account which _doesn't_ satisfy the search criteria
Templates
I have changed my template around for our vendors in Purchase Orders and now the email is showing as: Email: ${Vendor.Email} and not their actually address as it did before i messed it up. What do i need to put in templates to show our vendors email addresses!! HELP!
Twilio Calls Failing and Zoho support is pathetic
I have registered a support request but as with anything slightly complicated I am getting a terrible response - " we have passed this to technical". That was 48 hours ago - nothing back. I find Zoho support on anything slightly problematic ABSOLUTELY PATHETIC. For example, the number of people who have asked about the 100 record update limitation to be told "that''s just how it is" but don't worry we will let you know when that changes is incredible. It goes back years and nothing has happened.
Helpdesk tab on Zoho CRm?
I already integrated the Helpdesk support with the Zoho CRM but when I am on the CRM page I dont see a TAB saying Helpdesk or Support? For instance, I integrated the Zoho Project feature and it automatically placed a tab in the navbar, when I click on it i stay within the CRM. I would like to do the same thing with the support feature of helpdesk, how can i do this?
Can ZOHO CRM Support a Card Scanner - Which Make and Model ?
Can ZOHO CRM Support a Card Scanner - Which Make and Model ? Ross Miller
Appending Information Data
Hello. I am having a hard time trying to find a solution for appending data. when I upload my leads who are real estate agents I sometimes get duplicate leads but in fact they are not duplicate.They are the same real estate agent who has several listings or sold properties with different address and MLS number. I want to be able to track those properties and MLS number associated with each real estate agent. What would be the best solutions to this since there is no append option? Thank You for
Calling up data from Contact Module when populating a Lead
Hi all, Am continuing my crash course in all things Zoho CRM. Am getting my head around Zapier and creating a new Lead with incoming data. One thing I've noticed - thereafter - is that I will need to call up data held in the Contact Module when populating the a record in the Lead Module. This will effectivelly link 3 related fields in the Lead record: Regional Hub > Name of Law Firm > Law firm email In essence, the selection of a particular hub (location) will call up the relevant law firms - and
Sharing My Dashboard with my Orginization
I have built some custom reports for my dashboard only to find out my organization can't see all of the data in the report. It only shows their data based on their log-in and I need them to see the entire teams data regardless of log-in. How do I do this? Thank you
Multi-pick from Product List
I created a custom field in the Lead form for Product and it is linked to our Product list in Zoho so when we click on the field to fill it in for a lead, it pulls up our Product list. However, once I click on one product, it automatically populates the field with that product without allowing me to select additional products. (Our leads and customers are often interested in multiple products.) Is there a way to keep the field linked to our Zoho Product list and make it multi-pick?
Cuestom Field
Hi is possible create a limit a numeric field? For example age limit to 50 years And when a user or completing a field that does not allow you to enter an age over 50 years? I have version enterprion. Thanks and regard.
how i can make my crm users not see the admin updates in the notification ?!
i got super user in the CRM, i dont want my sales team to see my updates in the notifications !! how can i do it ?!
Integrating zoho CRM with quotewerks
I would like to know how to integrate zoho CRM with quotewerks. Is there a step by step way? or can someone point me in the right direction? this is the mail I received, but I need a bit more info in applying it :) I do have a Token Thank you for contacting Zoho. My name is Sai Venkat and I am a Pre-Sales Engineer for Zoho. You can either use QuoteWorks integrated with Zoho CRM, using API. You can integrate any third party application or any websites, with Zoho CRM using Zoho's Authentication tokens.
Zoho CRM Documents
So there is this cool feature (tab) in zoho crm called documents. Its fine for regular docs but if you upload a video you cannot watch without downloading....this becomes a huge time issue, waiting for download and is not very efficient for people say on a smart device. Please advise.
imap problems
I already configure imap and my webmail already notify me about the integration but why it is not appearing on my zoho, the emails is not there, i try to send using gmail to verify if the message will appear but no message
All my workflow rules are get lost and don't work
Hello Team I have reported this issue to you on January 25, 2015. But still, I have not got any reply from you. The request ID is 6246410. Even I made the screencast and sent it to you to show the situation. Please help solve this issue as soon as possible. I am very disappointed
Small issue with hyperlinks being cut on api docs
The hyperlinks for API urls such as on https://www.zoho.com/crm/help/api/updaterecords.html#Request_URL are being cut at the 'space' character between the keyword "AUTH CODE". Small issue but thought your web developers would like to know.
Product with different price
Hi, In Product module, can we define different category of pricing? For example: Product A - Setup fee : $100 (one-off) - Monthly fee : $1,000/monthly - Annual fee : $200/year Thanks, Kenneth.
Integration with phone system
I'm wondering if anyone from Zoho Corp might be willing to entertain the idea of an integration with RingCentral VOIP? I think it's a commonly used PBX and one that I'd certainly love to see integrated. Thanks!
Cannot connect to http://www.zoho.com/crm in Mexico City
I have been unable to connect to http://www.zoho.com/crm in Mexico City. All other HTTPS connections work. Have spent hours on the phone with ISP/Wi Fi provider in Hotel. NEED A SOLUTION URGENTLY AS I WILL BE HERE FOR ANOTHER WEEK!
Do not want pipeline to show graphs- want actual leads sorted by status.
I am trying to have my pipeline on the homepage sort by status, but I do not want a chart. How do I get it to show my actual leads, sorted by status?
Getting Leads from website integrated to Zoho CRM Leads
HI, Can you anyone suggest me what is the best way (any code embedding) to integrate the Leads from website to be directly put in the Zoho CRM. There are only 3 fields we are capturing and that we want to put in the CRM Thanks
Lead View Isn't Matching Lead Layout
Hi there! We are a bit baffled ... we made some updates to our Layouts (Lead, Account & Contact) by adding pre-determined Zoho fields to the layout (secondary email, rating, etc). The changes to the Account & Contact Layouts went through great -- but the Lead Layout isn't showing the changes. When in the "Setup" and "Layout Customization" section to edit the Lead Layout the fields are showing. But when viewing a Lead or Adding a New Lead the layout isn't updated. Thoughts? Thanks for your help!!!
Opportunities not saving correctly.
Over the past two days some of our opportunities have not been saving correctly. The Probability(%) will not populate and it will not appear on the Accounts quick actions. This is not happening on very opportunity and there doesn't seem to be any rhyme or reason why some work and some to not. Is any one else experiencing this?
Address info lacks Second Address Line
Hello, I am very new to CRM app. I am sorry if my question is not par with the level required for this forum. Everywhere the Address Information lacks a second address line. The address info only have Street, City, State and Zip Code fields. Lets assume that we have an address like: Street: Anystreet 2nd Address line: Suite 123 City: Anycity State: Anystate Zipcode: 01234 As it is I cannot enter "Suite 123". I created a new
Can't select a Lead (only contact) when adding a call in Activity
Hi, I have created an activity (chase Mr X on Project Y). Mr X is a Lead. When I go into Activity -> Leads/Contacts -> Click on Activity -> Add call I fill out the form but there is a dropdown for Lead or Contact, whichever I choose selects my list of contacts and NOT leads. Any ideas please. Thanks Richard
Opportunities not saving correctly
For the past couple of days when we save an updated opportunity it will not populate the Probability (%) and it will not be in the Accounts quick actions. This is not happening for all accounts and opportunities. There is not any rhyme or reason it will not save correctly. Has anyone else experience this?
Question on Importing Leads: Lead Ownership
When I import a list of leads to a campaign from an excel spreadsheet, the lead ownership is assigned to me for every lead. The spreadsheet contains a column called "Lead Ownership" and is mapped appropriately when I do the import. All of names in the column are valid user names. I import the file as "Import Organization Leads". What am I missing?
Enhancements in Customization of Fields and Links
Customization of some special fields has gotten easier with a set of new enhancements in the user interface. Link customization has also become easier with an new modification in setting permissions. The details of the enhancements are as follows: Field Customization The UI for Stage-Probability mapping, Customize Tax Rates, Customize Contact Roles and Customize Campaign Member Status has been modified for ease of use. Previously, these appeared as separate pages. Now they are designed to open as
Export Data Instructions
I am reviewing this product for the publisher of our magazine and cannot find instructions either in the manual or website for how to later export one's data once it has been imported and subsequently compiled. I checked the forum as well and there seems to be no good answers listed to this question -- maybe they were answered privately. It seems like a basic task that one would want to know before using your software and forgive me if the link is someplace obvious I just didn't think about. Please
Auto-Email
Hi there, I'm new to ZOHO and would like to know if there is way an AUTO-MAIL can be generated and sent to customers periodically/occasionally e.g. Birthday Wishes, Expiration of Subscriptions and the likes??? Any help will be highly appreciated, thanks.
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