Sort order in Potentials incorrect
I deleted all of the stages in Potentials Stages and replaced them with new values. I was careful to enter each stage according to where it ranks (i.e., 1, 2, 3, 4...). When I sort by Ascending, the sort order is incorrect. It worked when I sorted by Descending but now it is frozen. I just started using Zoho today!
dynamic picklist
Hi there, Im am customizing the fields for the accounts module in ZoHo crm. Now i found a problem, What i would like to for example is: 2 picklists. one Picklist with option A, B and C Here comes the tricky part. When option A is selected I Want Picklist two give the options a, b, c and d When option B is selected I Want Picklist two give the options e, f, g and h When option C is selected I Want Picklist two give the options i, j and k Now is my question is this possible and if yes how? List one
Password protect Email
Is there a way to password protect an email?
Problem upgrading CRM version
When I go to <subscription>, then <change edition> and the choose the Professional version (I am currently on the old Professional), I get the following error on a further empy screen: Please <a href="http://crm.zoho.com/crm/ZohoCRMStoreServlet?isStringReq=true">Create an account</a> before making your purchase Any idea what is wrong here? Of course I am logged in, so creating an account is not possible anymore...
I´m totally unable to import a CSV file into Zoho CRM
The file is correctly read by Excel when it´s imported to Zoho CRM it´s always giving errors or reading the file in a wrong way. I´ve try all types of combinations. Thanks in advance
TASKS
When adding notes in the task screen, it used to also place them in the actual customer's notes too. It's not anymore and caused me duplicate our contact with customers :(. I don't think I should have to look in two different places for notes.
Add Potentials Hyperlink missing
This is on an account i have open the hyperlink under potential is missing so i cannot add it, anyone else notice this?
Allow Automatic Emails to be Sent When Potentials are Uploaded
We automatically upload quotes with a value of >=$5000 to the Potentials module to make it easier for our sales team and improve the quality of information. What I REALLY, REALLY want to do is send an automatic email to the Potential Owner and the Potential Owners Manager when these are uploaded to alert them that they have been added. It works when someone adds them individually. I have since learned that the automatic send does not work when Potentials are uploaded, only when they are added individually.
New custom filed button
Dear all, we are trying to add new custom filed in Potentials section ( help instruction ), but we do not have "New custom field" button there ( att. picture ). Please help. Thank You a lot. BR, Marko Rupcic
Turn Company to Account in Leads
When importing or creating a lead, is there a way for the company name to automatically become an account and pull information like addresses, phone numbers, etc?
CRM version
Hi, my compagny had a business account with 7 users. One of my user was able to connect himself on the system on December 16th. The same person tried to connect today and the system told him that his account was disabled. When I connect myself on the system, I found that we came back to the basic version. What happened ?? We really need to come back to the business account because we produce all the invoice on the CRM. Please help me Thank you
Export Contacts
I need to export my contacts and I see the description of how to do it but there is no "export" button on the top right of my screen. Please help. Thanks
Leads / Notes are not saving
Has there been an update to the notes section within each individual lead? I am trying to make some comments but when I try to save these, the throbber in the browser tab just swirls for a long time. I have not successfully saved any new information for several hours now and this is become very inconvenient. Please can someone look into this? Thanks,
How to set and modify default lead owner
Can you please elaborate on how default lead owner is selected when ever a website contact form is submitted. Also what is the process of changing the default lead owner ?
LOGIN: Account is Disabled
When I try to login - Zoho CRM says the Account is Disabled. We need this fixed ASAP. I have already sent one email with no response - HELP?!?!?!?
Can we have a pre-coded field for US counties?
My business is dependent upon county records for each of my leads/contacts. I've been manually adding counties as we add additional states, but this has become cumbersome. Can this be precoded for everyone?
Mail Integration Nightmare
I recently tried the Zoho Mail Add-On to monitor my emails for account related messages. At the same time I added the Outlook Plugin to help sync contacts and calendar items to Zoho. I setup the Outlook plugin to create new leads from unknown contacts by choosing the Leads drop-down in the email section of the plug-in. The Plugin seems to have ignored that setting and created new Contacts and Accounts for all those unknown contacts which synced to Zoho books and Zoho Campaigns, making it an absolute
ZohoCRM 256mb space per user
Hello, Just starting with Pro version of ZohoCRM and wondering how best to attach documents to contacts without eating up the 256mb quickly and therefore having to increase cost with added storage. Any tips on this? I noticed under attachments in contact a link for zohodocs and google drive so thought maybe it just "links" to the file there and would not eat up more crm storage but it looks like attaches so it does take more space. I haven't setup email yet but assuming same issue with email attachments?
Fetch Sales Order with Product Categories
When I getRecordById for a SalesOrder, I get all associated Products, but the Products do not have Categories on them. https://crm.zoho.com/crm/private/xml/SalesOrders/getRecordById?authtoken=...&scope=crmapi&id=... Am I forced to make a second request for each Product (or for all Products in our system), or is there a way to include this information using getRecordById or another method that will get me a single Sales Order, with all Products and their Categories? TIA
Using Zoho to track rep activity
I am using Zoho to track a small group of outside reps (15-20). I would like to know how to construct a feature to track how many customers and leads my reps visit on a daily basis. The best method I have seen thus far is to have the reps log an Event and close the event for their visit to the customer, adding a few notes to the event so they know what they talked about. I would like to set up a dashboard to show how many stores my reps visit, but because the Events are logged between leads and
Viewing last note or event in Contacts List
I am trying to add the last note or last event entered to a contact to the Contacts List, so that when looking at all contacts, one can easily get the latest action done with that contact without having to dive into each contact page. The "Edit View" or "Create View" functions do not allow adding any of these fields (last note, or last event) to the view. Any way of doing it? Thanks
conta voltando para candidato
como eu faço para voltar cadastros como CONTA para CANDIDATO? O entendimento nos passado foi feito de forma errônea, sendo que tenho em meu banco de dados muitas CONTAS que não sao clientes, ou sao, sao CANDIDATOS (leads). Gostaria de converter essas contas para CANDIDATOS, é possivel? como faço? podem me ajudar?
How to find my Monthly Invoices?
My accounts department has asked me to download our monthly invoices for each payment, i can find this anywhere. please help. i have found the subscription payment page but i am unable to pull any invoices off. thanks,
Grouping Products
My company is selling product sets which include several sub-products (articles) within. These articles are optional (you don't have to pick everything from the product set). Is it possible to group these articles under one product set? So when we are making quote, we can choose a product set and specify which articles we want to take under one product set list. Thank you
CRM - Signature LIne - Images
In Zoho Mail, I have the "Insert Image" icon for signatures lines, but in CRM, the 'insert image' icon has disappeared. It was there and now it is gone again. Under CRM, Account Information, Personal Settings, Signature Edit, the 'image icon" is gone. I am using Chrome to access the area. This is a brand new install of Zoho Mail, and Paid CRM.
Alerts on Zoho
Is it possible to trigger email alerts from Zoho to employees who do not have access to the CRM? If yes, is it possible to automate this alert. For eg: for all possible updates to Account A, I would like Employees 3 and 5 to get updates and similarly, for Account C, I would like Employees 4 and 6 yo get updates. Thanks
Notes on Zoho - chronological order
Does anyone know how to revert the notes back into chronological order? one of the most crazy changes I have ever seen!
integration with google business apps.
(posted to forums and sent to support) Hello! I have added the application through google apps for business so that it is "on for everyone" and I have then gone to the Zoho setup section for google apps in the Zoho dash, I do not see that it is available to configure further. (I see that Google contacts and calendar are available. But this is not the same.) This zoho video skips over this implementation in that a majority of the audience has managed the install: https://www.youtube.com/watch?v=VIbw16venr0
Does zoho have a feature that can help my sales team create a sales route?
Does zoho have a feature that can help my sales team create a sales route? This will save us time instead of having to use mapquest or google maps.
Deleting Leads
When I attempt to delete a lead generated from my website it sits on the loading screen and does nothing. Refreshing only loads those leads again. I've cleared cache and history and tried another web browser and nothing. Any help would be nice.
Zoho Writer Default margins not defaulting
we have designed "mail merge" documents to fit into our envelopes but the margin setting when downloaded to PDF keeps changing for all subsequent letters (A4). THIS did not happen before. Why has this changed?
I returned to the free version
I returned to the free version
Feed URL
I would like the URL of the RSS feed for all the activity on my account, so I can keep an eye on my workforce. We are a small team and it would be god to see the calls/sales as they come in. I would like to be able to read that feed in a third-party RSS feed reader, so I can put it on my laptop's desktop. I would also like it to list newest first, rather than the default on Zoho which I think is oldest first. Cheers.
Why was the Import List Price removed from Price Books?
Hi there. For the last three weeks I've been updating list price in Price Books by importing CSV for the list prices that I needed to update. This method worked a lot faster than the edit all function since there are over 2000 products, and when you have to update list price for over 100 products an import is always easier and faster. Since yesterday though I noticed that the import list price function has been removed. Why? Is there an alternative similar function perhaps? I use sheet view to update
Simple Custom function - Copy Quote Sub Total to Related Potential
Hi all, quite often in how we work with Zoho CRM I would like to appear the field value in one module to be automatically updated in a related module. One example: The *Quote Sub Total* value should be updated (ie copied across) to the Potentials module - this allows for easy comparisons with data in the Potentials module. Another example: A value from the Potentials module (say, how much money we invested on this particular sell) should also appear in (ie be copied across to) the Quotes module.
Do I really have to use Zoho Reports (and pay 50$ a month) to create a report containing elements from Potentials and Invoice module?
We are currently using Zoho CRM and I can create custom reports. But not, it seems, custom reports that are useful to us. Do we really have to use Zoho Reports (and pay 50$ a month) to create a report containing elements from both the Potentials and the Invoice module? Or am I missing something here? Thanks! Afrikaans Albanian Arabic Armenian Azerbaijani Basque Belarusian Bulgarian Catalan Chinese (Simplified) Chinese (Traditional) Croatian Czech Danish Detect language Dutch English Estonian Filipino
Using Zoho with Google map and membership
Hi, I am looking for a CRM that enables me to store membership information (from Facebook) and locate the nearest member to a postcode or location. Is there a way to do this already, or via google maps integration or a, another program. I had seen a post about Badger, but wondered if this is now possible within Zoho directly? Many thanks for your help in advance. Tracey
Formula Function Filed for "Equal to or Less" Syntax depended on other fields.
I am looking to get a filed under potential module of Currency type that should be "Equal to or Less" of an another Field value. Could anyone please help with the steps. I have tried using the Formula Function to achieve it but I kept getting error.
Percentage of Formula Function
I would like to achieve a percentage field by using a Function Formula typ filed. I have two fields under potential module. These are named as "Actual Revenue" & "MNC Revenue". Now I would like to get a new formula field that should return the % value of these 2 fields amount value. Can anyone help me with the syntax or steps to do it.
New Lead in "All Open Leads" Not Showing Up
I created a new lead. Normally when I create a new lead it appears at the top when I have "All Open Leads" selected. With this last new lead, I have to search for it and then I see the profile. Is this new? Or did I hit some sort of limit on my free account? Or is this a bug?
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