Open Task - getting company and contact name to populate on dashboard
Hello, I'm used to Salesforce at my prior company and am trying to test Zoho out as our CRM. I'm confused as to why the basic company and contact name doesn't show for the Open Tasks list on the main dashboard. How do I add this? Thanks! Ginger
Sharing User Info Help Needed
I am the general administrator, but also active with leads, accounts and contacts...how do I make MY leads, accounts and contacts visible to others? I know how to make user info visible to me and others...but not MY info. Please help.
Campaigns
I can't figure out how to create a campaign for costumers, only for potentiel costumers. Please let me know how to do this :)
Changing Custom Field from TEXT to TEXTAREA
Hi all! Does anyone have a quick solution to change a custom field from TEXT to TEXTAREA? We have very complex quote templates currently using custom fields set as TEXT and we need to expand the size to TEXTAREA. The only way I'm seeing how to do it is to delete all of the quote templates, change the fields, then reload the templates. Is there a better way to simply change the field type? Thanks!
Migrating Data from one ZOHO CRM to another ZOHO CRM
Our company was recently acquired by a company that also uses ZOHO CRM -- how do we migrate our data from our legacy ZOHO CRM to the new account? Thanks,
More Custom Fields in Enterprise Edition
We are pleased to announce that the custom fields limits for the Enterprise Edition of Zoho CRM have been modified to suit your requirements. The maximum number of custom fields available in the Enterprise Edition has now been increased from 150 fields/module to 300 fields/module at no additional cost. This is applicable for both the Old and New Pricing Enterprise editions. Users can enjoy adding more fields for the same price. Out of the total number of custom fields available, there are different
Unable to Press the Edit Button in Business Card
Hello, I am unable to press the "Edit" button in the "Stage" field that we have located in the Potentials Business Card. The "Edit" button pops up when you hover over, however it is not clickable. Thanks!
Phone Icon
I need to include the phone icon in the activities home page . Is it possible ? regards
Sending invitation to a new user
The new user cannot receive my invitation to activate the CRM, user had also checked junk box, it's not there too. Anyone knows why, I am the CRM administrator, have the right to create and invite new user. Thank you.
Quotation feature
Does Zoho have Online quotation feature, if yes how can I enable that feature.
Export detabase contact CRM on detabase contact campains
How to export the database CRM customers to the contact database for zoho campaigns? Thank you
Lost all my data
I had used Zoho CRM several years ago and logged on a few months ago and verified that my contact data was still there. Today when Zoho asked me to use 2 factor authentication, something seems to have happened along the way and now even after disabling 2FA, I don't see any of my data. I read somewhere in the forum that I needed to upgrade my account to recover my data. I upgraded my account but still no data. Now I have paid and have lost the data. Please help find / restore the data I had in my
How do you correct a mistake? Wrong heading for leads
Somehow I created a heading for leads when I thought I was creating a single lead. How do I delete that heading?
Add Received Emails in CRM (Free Edition)
Hi, I'm not clear on all of the feature limitations of the free edition of the CRM. Can received emails be added to the Zoho CRM system automatically to this edition?
Can't configure Zoho Mail add-on in Zoho CRM
Hello! Please help. I try to configure Zoho mail add-on. But I can't find such a setting. You help article says that there should be one. https://www.zoho.com/crm/help/zoho-mail/configure-zoho-mail-add-on.html But there's not!
History of Activity
Is there a way to look at the activity of my users, to see where the CRM was accessed and what was downloaded?
Task in Zoho CRM, linked to task in zoho projects staying in Projects after marking as complete.
I create a task in CRM and Save and Add to Zoho Projects. When I mark the task as complete, the task is left in Projects untouched. Am I missing something here?
User login
Hello, could you, pleases, specify. We pay for three users from organization. Does each one have a login and password? Where can I get this data? Thanks in advance, Sincerely, Oksana
Trying to use Zoho now and it's not working!
I am trying to access my contacts in CMR and the page will not load. It's stuck on "Loading..." not good! I have a bunch of things I need to get done today.... can you please fix this.
Ran Macro to send email to several leads. Cannot find the sent emails in the Lead
I just ran a macro to send an email to several old leads. I Cannot find the sent emails in the Leads under "Sent Emails from CRM." Where do I find the success or failure of these emails, etc... Thank you!
ZOho CRM don't work
Hi, It's impossible to create a new customer and it's impossible to modify a price offer ? It's normal ? thanks for our reactions and solutions Etienne
Annual and Monthly Licenses
Can I have annual license for some and monthly licenses for others. We have times during the year when we're busy where we'll need more people to use the software.
Get Values of Custom Fields
Like the title says, how do I retrieve the values of custom fields via the API?
Auto Response Rules
I have set up an auto response email for new inquiries created but the emails are not being sent. I set up an Auto Response Rule for all new inquiries. Is there another step to activate the emails?
Can we integrate datas in CRM along with datas in SQL Server database
Hi we have a Dot net project with SQL server 2012 as database engine. Both CRM as well as the dot net project has the same set of data. Can we integrate these so that changes happens concurrently ? Is there any possible solution to do that ?
Can i check who all are logged in the software
Dear Sir Can I check who all are logged in the CRM at any given time in the free version .
Creating Application Form that updates my Zoho app
I have a mortgage brokerage and am looking to create an application form for new customers to fill out that would bring all of their data into my Zoho app, send them an email confirmation we've received it and notify the salesperson associated with this "lead". Is this possible? The main part I'm wondering about is the client filling out the form and getting that data mapped into my application (Contact/Potential). I look forward to hearing some feedback.
custom view on ALL TASK on Home page
I am current member of zoho.com/crm please see the screenshot - http://screencast.com/t/BC0x84SbHzhn it shows me ALL the open tasks for the team. is it possible to add custom columsn so that i can view TASK OWNER and ACCOUNT name?
Cannot deactivate a 'Closed' user account
Hello, We have 17 user licences for CRM. In our list of active users, there is one account classed as 'closed'. It appears this user is taking up one of our licenses and we wish to delete or deactivate but there are no options to do so. How can we fix this? Thanks
Does Free Version Allow Reminders?
Hello, I am searching everywhere but cannot find how to set a reminder for a task or event. Is it because I am using FREE version and this feature is not available?
Tasks and events links not working
Hi, I have a strange behaviour happening When I am within the account or within the contact page and I click on the event/task object I get an error message and I can't access the task/event details Instead if I go under the activity tab I can access all I've checked that when I click from contact/account page the link is https://crm.zoho.com/crm/EntityInfo.do?id=765193000000392063&module=Cases while from the activity tab the link is https://crm.zoho.com/crm/EntityInfo.do?module=Events&id=765193000000392063
Selecting multiple contacts in different pages
My contact view in Zoho CRM shows 50 contacts on each page. If I select some contacts on the current page and then go to another page and select more contacts, the selected contacts in the previous page become deselected. Why is that and how can I fix this. I'd like to select one or more contacts on one page and continue doing the same in other pages before I apply an action to all the selected contacts.
Outlook - Sync Email 2 (Outlook) to Secondary Email (ZOHO) - Please Add Functionality
Can "EMAIL 2" from Outlook be added as part of the sync tool to "Secondary Email" in ZOHO? Since both fields already exist, it would be a simple code change to add the fields. Today, over 90% of Customer Contacts have more than one email similar to Work, Mobile and Home phone. This lack of functionality requires a lot more time to custom add additional emails to almost every contact you sync. Benefit: That's a lot of time saved and tremendous workflow improvement with one minor add to a sync tool.
Creating accounts with limites access to contacts, leads and accounts.
Hi, I want to create users as partners of my company so they can only manage their contacts, leads and accounts but under any circunsrance can see information about any other user. How can I do it?
Task Reminder
After the recent Day light savings, all my reminders are messed up. If I schedule it for 11AM, I get reminder at noon. I tried changing the time zone quite a bit but nothing I do seem to work. I am always getting reminder one hour later. I missed few appointments recently. This is very annoying. Anyone else found the issue? Will Zoho team help with this or is this forum just to share notes?
Users Managment
Hello, I'd like to know if it's possible to know how much time spend each of our users on Zoho CRM? What time they sign in/log out? Thank you for your answer.
How closed/completed Tasks can be listed within Closed Activities?
Hiiii there, I have recently added some new options to Status Field within Tasks, and now all closed tasks won't show within Closed Activities Section. How to move all closed/completed tasks from Open Activities Section within Contact/Account tab to Closed Activities. Regards, Nena
Referral Tracking in Web Form
Hello everyone, I have a landing page with CRM web form there. BUT I need to have a report about lead sources from that form. Because I have an advertise on Facebook and on other 2 web-sites. But I cannot understand which advertise is performing better. How to create a hidden custom field with referral link there? Thank You !
Why can't I see the invoice number?
I'm trying to set up invoices and edit the first invoice number. The instructions say to 1) click on the invoice tab (OK) 2) click on new invoice (OK) 3) click on the settings box next to the Invoice Number (NOT OK!) The invoice number is not there. I've checked in the layouts window in Setup and it is there, but it is not present on the new invoice screen. What do I need to do? Pete
Call records to zoho are pushed to open activity instead of closed activity
We have integrated our application with zoho and trying to push the call details to zoho. But these call details are pushed back to open activity instead of closed activity. Using the Zoho Call API for inserting the records: https://www.zoho.com/crm/help/api/insertrecords.html#Contacts Kindly help
Next Page