URL FIELD IN REPORTS
Hello, I have created an URL field in Module Contact called "LinkedIn" in order to put their the link to the LinkedIn profil of the contact (example : http://fr.linkedin.com/in/olivierbasso/en) In the contact module , when you click on this field it opens a new page in your browser and go to the specific url, that's fine. But when I display this field in a Reports, the url fied is no more an hypertext link, but just simple text on the screen, and also if you export the report as an Excel sheet or
changing lead status and stage
If i want to run a report for a lead or potential that was in a specific stage or lead status and that that staus/stage has recently changed can reports adapt to this? Eg if the stage at some place or other was 'sold' and now that stage is 'closed lost' is there a report that shows all leads sold today/this week/this month as part of a report?
CRM - Custom Pick Lists
Anyone else frustrated by the inability to move values up and down in a Custom Pick List? Anyone else frustrated by the lack of an "empty/null/void" value in a Custom Pick List? I did a Mass Update and selected a value from a Custom Pick List. Then I wanted to edit some of those records and have the Custom Pick List show as empty. Customer Service told me I could delete the value from the setup/customization. But then if I want to add the value back in the custom pick list -- I can't move it up
Customizing the product lookup view while adding a product to a lead
Hi, When i add products ( in my case properties) to a lead, i would like to change the fileds to the add product view that opens in the window. is it possible to do so?
How to re-invite a new user as link has expired
How to re-invite a new user as link has expired I have invited a new user but due to absence the link has expired. How can i re-invite her..??
Installation of Outlook intigration app dosen`t runs
Hello. I use office 365 Business on Desktop It`s 32 Bit version (with exchange) Outlook 2013, 32 Bit Desktop Version Office 2013 including Word, 32 Bit Desktop version, I had download the add in for Outlook 2013, 32 bit Word 2013, 32 bit I tried to install both (following the Guideline) The setup start The install program close without any installing Result is no integration to Outlook Word I need this integration app What is the mistake??
Trouble adding new users to Zoho Plus CRM
We have paid our upgrade but don't seem to be able to add new users to CRM p[lus. Has anyone else experienced this?
Integration with Facebook
I can import contacts from Facebook to Zoro CRM? And so I would not put the picture on facebook, but also the title, birthday, contacts ...? (As in Nimble) Is this possible?
Problems with Zoho CRM and Zoho Writer Mail Merge
There has been a recent update to Zoho Writer, since this update the following issues occur:- 1 Existing Word Template documents greater than 1 page imported into Zoho CRM can not be edited with Zoho Writer and return an error. 2 Where a 1 page document is merged using Zoho Writer, it is no longer possible to edit the document after the merge. 3 Where a 1 page document is merged using Zoho Writer, it is no longer possible to export the document to Microsoft Word. All this functionality was working
Webinars?
When I have logged into my zoho account i cant seem to find the webinars that should be made available to me. anyone have any idea where to find them? i looked it up on google and it gave me access to free webinars but i presume that the ones that i should be getting once i log into my account are significantly better. Thanks!
Reporting
Hi, I use Zoho CRM to manage contacting programmes for clients where my firm is emailing and in phone contact with different clients. I want to provide clients with a pdf Report monthly where all our interactions with the outside world are documented. I can do this for Tasks, for example, but I really want to have a single document which provides information about al the tasks completed for the client including meetings held (with the meeting notes included), activities carried out and emails sent
how to have a newly added function field update for exisiting records
Hi Support, I have added a function field to a system which already has more than 5000 contact records. It takes a value from a pick-single field and converts it to a number for filtering (greater than, less than etc). How can I have that field "recalc" for all existing contacts? Default is for new contacts only to have this but that's not much use to us. Thank you. Nick
searchrecords in Lookup Fields
While updating a Task I need to find a smallest Due Date of a task, related with an Account in a current task. I need to find allrelated tasks for a given Account, so I'm trying to use searchRecords, but the system gives an error {"4832":"Invalid parameter value"} I understand that the code below is incorrect, but I didn't find anything.... void firstMeetingDate ( string accountId , date dueDate ) foundRecords = zoho.crm.searchrecords("Tasks","([Contact Name].Id|=|"+input.accountId+")",1);
Marking Tasks Complete in the Mobile App
Most of my business happens on the phone, so for Zoho to be truly useful to me, I need really strong feature support from the mobile apps. When scheduling my business activities for the day, what I will typically do is create a task to call each prospect that I plan to talk to that day. There are two things that make this a much more tedious process than it needs to be: #1 When viewing an activity - in this case a task or call - in the mobile app, from the top level view it only shows the subject
Videos Uploaded To Documents
I wanted to use the documents folder to shave videos as opposed to google drive, however i was very disappointed. The videos cannot be viewed unless downloaded. It would be nice to be able to click the link and view the video kind of like Youtube, instead of downloading it. We have private videos that we use just in house for employees and would like to host them on Zoho but the platform leaves alot to be desired. Is this going to be upgraded anytime soon or is there a work-around?
Can we do Tally Integration with CRM or does anyone know of an existing solution?
Can we do Tally Integration with CRM or does anyone know of an existing solution for Tally Integration?
Need ability to move pick list items up and down (CRM- LEADS)
Currently a custom Pick List shows values in the order entered or alphabetically. Isn't it possible to create the ability to move these values up and down like other areas of ZOHO CRM? I selected a value in a custom pick list during a mass update. I wanted to change that field to "empty." Customer help told me the only option was to delete that value from the list. But if I want to add the value back into the pick list then I can't get that value in the right order again.
Zoho CRM Reports- Printing to pdf
I have done some looking around the different forums and the issue of exporting a report to pdf has been discussed multiple times. When you export a report to pdf the report looks terrible! The columns are not centered, some are wider than they need to be, and the margins run off the end. The answer that I have received from support is to export it to Excel, make the changes and then save as a pdf. That defeats the whole purpose of printing it to a pdf!! I'm hoping that I have overlooked something
How to have VAT included
How can i get zoho to automatically calculate the VAT into quotes, sales orders etc..?
Zoho API and Outlook changes
I had a problem with account names getting changed and I suspect it might have been from the Outlook connect. I was told by another Zoho user that Support was able to provide a file that showed these changes. I'm getting told by the help there is not available. I really need to track this problem down and can't afford to have my account names changed to another account via my team not doing something correctly with the Outlook connector.
Lead imported shows information in the wrong fields on my Leads secto
I imported a lead file so I can start my campaign. I carefully mapped the zoho fields to the ones on my file but when the leads were imported, the information was all jacked up. The lead name, phone number, emails, were all out of the correct fields, rendering my import unusable. I deleted all imported contacts and tried again, but got the same mistake. My file is a csv file attached. I'm excited about this tool and i really want to get going. Thanks for helping me solve this so I can enjoy my
Signature not showing up when sending mail through Potentials
Hi there, If I click on Leads, Contacts, or Potentials and I scroll to near the bottom of the screen, I see all my associated email. When I click on the "Send Mail" link, a screen pops up and allows my to reply to that person's email. The problem is, my signature is not showing up.
Please change the Skype: link into a Tel: link
Please change the Skype: link into a Tel: link! as for us iOS 8 and Yosemite users it would be great to use the new ability to Dial directly from our Macs with our iPhones.
Allow Zoho CRM users to highlight text directly in emails and convert instantly to tasks and events
If I could highlight text in both the emails I am writing and the emails I am reading and instantly convert the text into a new time sensitive task or event that would save me a great deal of time and energy. Thanks!!!
editing account names
Can you please explain why if you attempt to change an account name using the large edit button then the the original accountname is amended. however if you attempt to edit the account name with the little edit button next to the account name in potential or contact etc. This appears to create a brand new account in this name taking the potential or contact with it. It also leaves the original account name in zoho.
"Add product - view"
Hi In the potential Tab i want to add product to potential. When i click "Add product" i can pick product to add, but i only view "Product name, product code, Unit price" i want see more columns. How i can do this?
Email from Outlook Plug-in
I have the Outlook Plug-in and can select to add an email from my Outlook to a contact in Zoho. This works fine. The problem is that when anyone views (including myself) the contact record, the email doesn't appear unless you go down to the email section and select "Sent Emails from CRM". First of all, this is not intuitive since the email wasn't sent or received from CRM but from Outlook. The plug-in added the email to the CRM. Secondly, since a user that is using the Outlook Plug-in is likely
Arranging Leads
Hi there, I'm using zoho to capture leads coming in from one of my landing pages. My sales reps are based in different areas and I like to be able to automatically arrange/group new leads based on postcodes/zip codes. Is this possible? Many thanks
Linking Events to Sales
When creating an event, it is possible to link it to one sale, but I need to be able to link to 2 sales. When I go to customization >> fields, it is possible to edit some of the fields that we have entered, but there is no way to add a field whose data type is "Lookup" which I think is what I need. Any recommendations?
How to enable Multi currency
I would like to activate the Multi-Currency option. I have the administration profile but when I go to Setup -> Organization Settings I have no currency page or other section to enable Multi-currency. Under Setup -> Organization Settings > Company Details, I have a field "Local Currency" where I can select only a country name : How can I manage to display the "currency" page mentioned in the link below to activate multi-currencies & add home currency ? https://www.zoho.com/recruit/helpnew/setup/organizational-settings/activate-multi-currencies-and-add-home-currency.html
Live Help no longer Included in Enterprise Edition?!?!
Live Support Help Chat stop functioning on Enterprise Edition?? From the Help drop down I only see now: Manuals, Forum, Release Notes. My company operates 5 different Zoho Accounts for my clients, all of them at the Enterprise level. One of the key reason that I selected this program for them, is that we have real time help through the online chat help desk. I am reading on the release notes that the Help Desk is now only included in the CRM Plus!!!! VERY DISAPPOINTED. What kind of software company
Cannot open CRM Documents when CRM is loaded as a frame inside Zoho Mail
Zoho Mail seems to be the only way of making all the Zoho apps accessible seamlessly in one place. However CRM is misbehaving if accessed via Zoho Mail. If you try the Documents tab, nothing happens if using Google Chrome. In IE you get the message This content cannot be displayed in a frame. Is the Zoho Mail a 'second class' way of using Zoho Apps, should you really use a new tab for each app? Do Zoho plan on making app switching more intuitive?
Industry Tab
I need to customize the drop down "Industry" tab under the Leads section. The industries that are auto-populated do not work for my business. Please advise.
CRM, Excel import
Hi Guys, I am trying to import an excel sheet, to the CRM. I have done this previously and has been done correctly. This time the migration history states that, the import has failed abruptly? All the fields are mapped. I dont understand what the issue is. Any suggestions? Thanks
Confirmation Invited Participant will Actually Attend Event
When a Participant is invited to an Event they receive an email in which they can select: Yes Maybe No How does the Zoho User (Invitee) know the Participant's choice (yes,maybe,no)? How does the Participant suggest an alternative time for the event? Does anyone have alternative suggestions for scheduling appointments with sales prospects? Thanks.
Campaigns
How do I customize fields when setting up a campaign from my leads-add fields that don't automatically come up from my leads to the new campaign? Is there any way to see more than 10 leads at once after setting up a campaign?
Contact Page Submodules
On the Contact page, we don't use "Invited Events", "Projects" or "Quotes" submodules. Is there a way that I can view the Contact inforamtion, activities, and emails and move the rest to the bottom or hide them? This option isn't in the Admin Tools>Modules>Page Layout
Mobile app does not show all notes
Hi, The mobile app is only showing the 1st note related to a contact when there is more than 1.
How to assign a territory to mass potential items
Hi, I have got a a number of students under the potential module, before i created/imported the students, i set the potential student rule, under the territory to Created by is "me". The students have been imported but not assigned to any territory. How can i select the students and mass update the territory to my desired territory? Thank you
Enhancement in the Lead to Potential Conversion Process
The latest update in Lead to Potential conversion process in Zoho CRM saves you a lot of manual work. Now when you convert a lead to a potential, the conversion section automatically displays the mandatory fields of the Potential module. You will not be able to save the Potential unless you enter a value for the mandatory fields. Also, some field values will get pre-populated according to the mapping configured in the Leads Conversion Mapping section. You can edit the values if you wish to change
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