How to auto fill custom made field in invoice if same field exist in company
Hy, In company area we added new field X that is number and every company will have it. When we create invoice we would like that number X to be autofilled for certain company (same as adress date is autofilled) How can this be done?
CRM slow everyone pointing fingers
Hi, I am in New Jersey and have Verizon as my ISP, the last couple of afternoons/evenings, Zoho CRM has become slow to disabled. I contacted Verizon initially and they claimed to have fixed it, I WAS able to access Zoho (could not access CRM, the read only site, or other zoho sites) and it was very slow, with the warning coming up unable to access messaging server. The next day, it was fine. Then last night, same thing - became very slow - hard to log in and out - same "messaging server error".
Permission Denied on Dashboard
I am trying to click on one of the charts for the pipeline dashboard and am receiving the Permission Denied message. Is there a module that the pipeline data is reliant upon which I have to have active?
Can you connect ZOHO to eyeBeam Counterpath phone system like you can with RingCentral softphone ?
Can you connect ZOHO to eyeBeam Counterpath phone system like you can with RingCentral softphone?
Note formating
Was anything done to how the notes are formatted while you are writing them? This morning it has become a very narrow box. If you try to pull it out from the corner to widen it, it gets longer, but not wider. So basically, you can only fit 2 or 3 words on each line. When you save it then it goes back to normal formatting.
What’s New this November in Zoho CRM?
The good news at the start of the month is that you are now going to get more for less! You can now enjoy the following features without having to pay more for them. Do check them out right away. Zoho CRM Plug-in for Microsoft Outlook for Mac Zoho CRM Plug-in for Microsoft Outlook has now been extended to Mac users as well. You can now synchronize contacts, calendar events and tasks from Microsoft Outlook to Zoho CRM, associate Microsoft Outlook inbound and outbound emails with Potentials in Zoho
create clone of an account
HI I am trying to get clients to use Zoho CRM and they want me to set it up for them. The same type of account with fields templates and setting applies to both clients so I need to try and create a clone so that both can use.... BEtween clients within the same industry obviously they cannot share data.... So It would be good to be able create a clone of the work I have done on a different login and account. Can someone help me do this? Thanks Dean
Link new module from Leads to Accounts
I have created a new custom module call Equipment and it has a "Lookup" field that refer to Leads Module. When I convert the Lead, how do you link this Equipement to the new Account that is created through conversion?
Zoho CRM invoice design
Hy all, Im just testing Zoho CRM and i have one question about invoices. Does anoyne have access to some CRM invoice designs or maybe have few codes to share :) I understand that it cant look like Zoho Invoices, but i would like something beter looking if you know what i meen. Thanx :)
Adding names for an old campaign to a new campaign as a list
Hi, We are using the campaign option on Zoho CRM as an RSVP list for many of our events. Many times we create a new campaign but want to use the same contacts as a different campaign, the problem is that we can't duplicate the contacts to the new campaign or transfer them. We tried exporting the campaign contact list to excel file and then import again, but any existing contacts aren't been added to the campaign. Our basic need is to be able to import an excel file with existing contacts to a specific
Trioal upgrade
Hi Can anyone help please? I am a free version user and I have recommended the Standard paid for version to a friend. I need to check some of the functionality for him. If I do a free 15day trial upgrade what happens at the end. Will it just turn itself off and I go back to my normal free version? BTW Zoho is brilliant and I have recommended to a few friends who will probably get the standard version Thanks
Invitations to new users
I have set up a new Zoho account and have added in users. One has not received an invitation to join the group. I changed his e-mail (in case there was a problem) last week, but still no invitation. What do I need to do to get him in? Greig
show customer name on Android while ringing
Hello, I really like to use this Zoho CRM, also on Android. A great function would be, when the customer or the contact is signed while the phone is ringing, not when the call is over. Other CRM like base could do this, thanks Peter thanks Peter
BCC Dropbox
My BCC dropbox is not working. I sent an email with the correct bcc dropbox email on bcc and it didn't appear associated with my lead in CRM. I am using outlook. Is there any problem? Thank you!
Can't Add custome fields in accounts
I have tried adding custom fields in the accounts section. (I did so in the past in the trial version) Now, the option to "add custom field does not show up when I am in customization - fields. Please advise.
How do I add my logo to an invoice?
I want to set up invoices on Zoho, but can't seem to find how to add my logo on CRM?
Are task pop up reminders available in the free version?
I am sure this question has been asked before, and I have searched the forums as well as Google. The closest thing to an answer I've been able to find is Here . My company is considering purchasing one of the license packages, so if this is an advanced feature could someone please advise? Thanks in advance.
Approval Process Not Working when Updating Field in the Account Page
Hello, First a bit of background: Each of our accounts is assigned a rank based on potential sales. In Zoho, the account rank field is a drop-down with the 5 rank levels and is located on the account information page If a sales rep wants to change the rank, they may do so, but the change requires sales manager approval. I set up an Approval Process, which is being tested now with one rep and their manager. Here's what is happening: If the rep views "All Accounts" in the Accounts module, checks the
Can i include more tools than those in the forms for lead, contact and webforms
Hai all, I have doubt related to the forms in the zoho crm, can we make more fields than those listed in the form creation page. ? Can we duplicate the existing fields to get more information ? My need is that i need to collect details of about in 30 fields can we do that with zoho crm ?
How can I distinguish between converted and non converted contacts?
Hi guys, is there any way to determine whether a newly created contact was created based on converting a lead or if it was manually created? I want to run a workflow that will trigger when a lead is converted into a contact. -- If you need any help with this or anything else related to Zoho, check out www.nuanced.it or email me at jeremy.nagel@nuanced.it
Where are "Customers" in Zoho?
I can't find where Potentials go in Zoho after the stage is changed to "Closed-Won." Do they become Customers? In our business, after a Potential job is won (quote is accepted), we consider them customers and during this stage, we have tasks related to fulfilling the order that we would like to continue to track in Zoho. Does Zoho define this stage differently? I noticed on the Activities Page that there is a column for tasks related to Customers, but I can't figure out how Customers are created
Latency
Why is Zoho so slow to update? Notice this in two areas. 1: When putting a price on a product, then inputting an order for that product - the price is still zero. Sometimes, it takes five minutes to be able to input the order and a price other than zero. 2: Discovered a duplicate account. Changed one account name to be the same as the other. Tried Find and Merge Duplicates, but still only received 1 account in search. This lasted more than 5 minutes - then I gave up and decided to post here.
Workflow Trigers
I am setting up our workflows for better automation. I see that I can only have 3 field updates per workflow (is there an upgrade option)? I have a workflow that updates 2 date fields; one in Contact module and one in Account module, based on the edit of "Status" in a contact field. I created a second workflow on an opportunity that updates the "Status" field on the contact record. I have 2 other fields that need to be updated (so my 3 are used). I am wondering why the workflow configured for
Zoho Mail addon not available - Professional Subscription
Hi, I have just made the upgrade to Zoho CRM Professional, but I still cannot see Zoho Mail Add-on under the Apps and Add-ons section. How can I fix that? Thank you, Igor.
Where is the Contacts Module?
I can't find contacts on my CRM home page. No tab to click. No ability to import contacts into a Campaigns email list.
Accounts vs Potentials
I am brand new to Zoho and I'm not quite understanding the difference between an Account and a Potential. It starts out as a lead, you convert it to an account once they become a customer, it adds the individual as a contact.....but what exactly then is a Potential? The name "potential" makes me think it's a qualified lead, but I don't think that's what they mean. Thank you!
Lead Form -Follow
What does "FOLLOW" in green on the right side of the Lead Form do?
Maximum number of users for free version
I keep reading reviews of Zoho CRM all of which say the free version allows up to 3 users. I just signed on with Zoho and the Pricing page says: Startups? You can continue to use our Free Edition (free for 10 users) forever - Click Here Is there a recent change in the max number of users for the free version?
Email Templates
It would be very helpful if in email templates, there was an option for "Reply to: Current User's email", just as there is in the "send From:". Currently, If multiple users would like to use the same template, they must each create their own template with Reply to: Myemail@...... This also creates a very messy template drop down. Thanks
Sending Emails To Support And Not Getting A Response!
Please can someone from Zoho Support get back to me ASAP. I have sent 2 emails regarding 2 issues and had zero response
Email conversations
I understand how to setup my gmail to capture conversations in Zoho CRM with my contact. I need to know how I can capture conversations I have with my colleagues within the CRM about the contact, without emailing the client. In other CRMs I can bcc an application-created address which will also send the email to the contact or organisation. How can I capture the conversation about the contact, but which is not with the contact in the CRM via my mail application? The intention is to track all the
How can I add a field of Account under activities?
I don't find this option to add from edit.
How can I create a report with the contact's picture
I am a consultant and trainer. I often run sessions with clients that I don't see frequently. I would like to create a report or printout of the names of the people that meet specific criteria (which I know how to do) BUT that includes te picture from their contact page within Zoho. There is no field for picture in the reports section. Is there a field name or some other way to do this??? Thanks in advance.
Zoho for Estate Agents
Hi, We are an Estate Agent based in Dublin. We sell, let and manage properties and require direction or would like to talk with someone else within our industry about setting up Zoho for real estate in Irl / Uk. Graham
Webform Integration
It seems like there is a problem with when a Zoho webform is published on a website since the numeric specified fields allows you to enter alphabets. How can I resolve this problem?
Auto-Fill Custom Fields
The basic functionality when i create a new quote, sales order, invoice allows for filling in the account information such as address. I have added custom Billing Contact and Billing Account fields as well as Shipping Contact and Shipping Account fields to the Accounts Module. I have then added the fields to Quotes, Invoices, and Sales Orders modules as well as Layouts. I see the fields but they do not auto populate with the corresponding information from the Accounts module when I am creating new
Visitor Tracking Can not be enabled due to existing field error
I enabled Zoho CRM integration in SalesIQ which created a bunch of fields in Leads and Contacts. Now, when I try to enable Visitor tracking in CRM, I get the following error and then lists all the fields that exist. "The following field(s) listed below already exists." The fields in question can not be deleted so I don't know how to resolve the issue. Please help!
Getting Contact Views through the API
Hi - I would like to get a user's contact view ids (cvid) plus any shared with that user . I can get the contacts in a view using: https://crm.zoho.com/crm/private/json/Contacts/getRecords?authtoken=xxxxxxx&scope=crmapi&cvid=xxx In order to do this I need to have the cvids and their names... Is this possible? Thanks in advance Martin
Getting the Zoho WADL
Given that Zoho allows a RESTful web service, has Zoho published a WADL to allow us to generate client code?
Creating Contacts in Help Desk
If I create a new contact in Zoho Help Desk, shouldn't I be able to immediately view it in Zoho CRM? That doesn't seem to happen here; should something be enabled for this to happen? How about the other way around; should that work?
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