Contact information missing on scheduled tasks
Greetings, My company makes use of Zoho CRM system to manage customers, franchisees, etc. is going through a serious problem that is affecting our franchise support. In these last days, the contacts of prospects (from the web form, converted or not), after scheduling service of two users, have become missing at the scheduled tasks, making it impossible to know who we are contacting and answering to. This situation had already happened a few times a long time ago, but lately have occurred with frightening
Getting multiple task reminders in Chrome
Every time I set a task reminder in chrome, I get multiple pop-up's for a single event which is annoying. Any idea how to fix this or why this is happening?
Lead Source
When importing a lead list I am able to customize the lead source. When manually entering a lead, I have to choose my lead source from the given menu options. Is there any way to enter a customer lead source on a manual lead entry? High Check/Low Tech ;)
Feedback for Vino
Vino was absolutely perfect. He was extremely clear on what had happened and how to fix it. I also had several other questions that he answered for me. I also appreciated how patient he was with me as I have just recently taken over handling the CRM. He was very kind and a pleasure to work with. If I call back in again I hope I get to work with Vino! Thank you Vino!
Error sending email
When I try sending email with my pop account I get the following: Reason:sun.security.validator.ValidatorException: PKIX path building failed: sun.security.provider.certpath.SunCertPathBuilderException: unable to find valid certification path to requested target
Calendar format
Hi there - When I click on a date, it brings up a calendar which now begins the week with Monday. How do I change it back to the week beginning with Sunday? Thank you.
Sending Invites to Users: Asterisks
When an email invite gets sent to a user, we are getting the following in our Subject line withing the email when using Asterisks. The asterisks are before and after Join Me. Invitation: **Join Me** UC Davis Setup and Training on Wednesday, July 09, 3 PM - 3:30 PM.
Make the web-to-lead Email Notification log as an "Emails" event
The web-to-lead form and custom email notification to the prospect is great however the email the prospect receives is not logged in the Lead record. Before moving to Zoho we used SalesForce this function was available in SalesForce. It's critical as the sales rep knows exactly what emails the prospect has received. At the moment there is no record of this and the sales rep has to keep local copies of each email template and based on the 'Lead Source' look up which template the system would send
Intermittent Speed Issue
Sometimes works at a reasonable speed. But often takes a long time to get from screen to screen.
Referral Program
How can I successfully add a referral program to Leads that has a start date and expiration for a payment to be made to an outside lead source? After 90 days from the referral the lead can be reassigned to someone else but i want to create a report and pay a referral partner if the lead closes within the 90 day period.
Lead conversion with activity
Hi, when a lead with an activity is converted into account+contact+opportunity the activity is then connected to the opportunity. How can I change it that the activity is automatically connected to the contact? Kind regards, Philippe
pipeline by stage options
Am I able to create a separate description for each probability so that I can group multiple probabilities under a single stage. I know that I can already map multiple probabilities to a stage but then I would lose the description of that probability, hence my question. For completeness i have the following probabilities: 10% - Lead 20% - opportunity identified 30% - Presentation 40% - agree to receive proposal 50% - Proposal submitted 60% - Shortlisted 70% - positive due diligence 80% - preferred
Consolidate stage probability for 'Pipeline by Stage' report
I currently have 10 stages in the pipeline but want to consolidate the stages to just 4 for the 'Pipeline by Stage' report, is that possible?
Releasing an Email ID from Zoho CRM
Here's the story. My company has an overall IT and Systems Administrator who has been working on setting up Zoho accounts for the company. Presently, he has set up Mail and CRM, among some more apps. While he has already set up an Organization in CRM, he has yet to invite me to be a user. Not knowing that, I logged onto Zoho CRM using my Zoho mail account, which ties my Zoho Mail ID to the new CRM account. Now, when the Administrator tries to invite me to join his Zoho CRM organisation, it says that
CRM Mass email tracking
I sent a mass email to about 120 leads. I sent this through the CRM. I thought these sent emails would appear under each lead in their profile under the email section. I do not see anything to indicate that these emails were sent. Is there a way to track these so when a lead contacts us we can see that they were sent an email?
Ongoing Project Management Module
Wondering if anyone has a recommendation on how to best customize our Zoho CRM to have ongoing projects, associated with each account set up in our CRM. We are a marketing firm with clients that have ongoing services for SEO, Social and PPC ads. I would like to find a way to associate these services as an ongoing project, with the ability to share status updates, progress and focus to the relative account.
Syncing Calender to zoho crm for users
Hi, I have set up the crm for our different users ( sales reps)- how can I save time and have it so when we are booking a time for a customer in the calender that all the details will go into the CRM into his leads or potentials. I have set up the custom fields in CRM, so it matches with the info in the calender. If someone could assist that would be great. cheers Ella
Cant open attachements
Hello, I cannot seem to open up any of the attachments I put into the Zoho CRM. I have Chrome and a Mac. They open fine in Zoho docs. Is there something special I need to do? Thanks
How can I edit lead sources?
I have been using Zoho for about a month now. I am getting use to it. I do like some of the customization, but I am having trouble editing or adding information in pull down menus such as lead sources. How can I do this?
Downloading contacts and associated notes
Hello, How is it possible to download all contacts and their notes into a file (e.g. .csv or .xls)? Thank you.
Automatically associate records
We have a custom module to track some our software licenses. When we create a license record we have an associated field which we select an "Account" record from. Is there a way to have a related custom field in the "Account" record form that automatically fills with the License ID when the associated Account record is selected (when creating a License record)?
How to retain contact information in Potential module?
We use Zoho for leads, as soon as they ask for a quote, they become a potential. Unfortunately, this separates their information into a contact record, and a potential record. The way we use Zoho, it would be much easier if the potential's contact information was carried over or copied from the contact form. Is there a way to include the address, email, and phone to the potentials module?
Removing Lead Status
Hello, hope someone can help me! If I remove a lead source that we don;t really use anymore, will that remove it from everyone who has been tagged with that particular lead status Ie say one of our clients was a lead that came through and we tagged it as a JUNK LEAD, would all of our clients who are tagged as JUNK LEADS to a default lead status, or will it go blank Any advice would be great... before we delete any lead source tabs Much appreciated Brenda,
conditional text on the invoice
Is it possible to edit a conditional text on the invoice: discount = 0, "blank" on the invoice discount > 0, "Discount = value" appears on invoice
Zoho Moving very slowly
I am finding that Zoho moving very slowly. Takes long time to register any change - any activity. The yellow load button stays on at times for 30 seconds or more.
Lead Source - List not updating.
Updated Lead Source list to include "Referral from Existing Client/Account". Beyond being shocked it wasn't there already, after saving I go to my "Potentials" to enter and my update doesn't show. After an F5 refresh it still doesn't show. Do i have to logout, bad rules if i do, to get it to show in my Lead Source list?
unable to fetch all the records of lead module
hi there, I have coded exactly as per mentioned in zoho,but it return only few records,i cant see all the fields of the lead module. only 10-12 fields are being returned.How can i get all the field so i can edit anyone i like to. c# regards
Macros being sent via Zoho SMTP
Hi how can I get Zoho CRM to send emails (sent via Macro) to use our custom SMTP server. I don't like the "on behalf of" appearing on emails we sent out.
bad customer service
can anyone help me I have now made three phone calls since 9 this morning to customer services with no reply. I cannot add a new contact or add a new task to my accounts. I get a pink box appearing say I have reached my limit in my current edition.
API Key Deleting Un-Used Keys
Hey, It seems I have hit my maximum with my API keys (10). The problem I have, they are not labelled and I don't know where they are associated to. I am not actively using all 10. I wish to delete the unused ones so I can generate more. In terms of activity I have the following active 1 connection from Unbounce.com to Zoho 2 connections between Call tracking Metrics and Zoho (active accounts) 1 connection for the mobile app for ZOHO What I don't want to do is delete the wrong ones as I did this
How to bind data fetch records in c#?
I have fetched the records from the Lead module from Zoho CRM in c#,i have received the response as follows:- <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Leads/getRecords"> <result> <Leads> <row no="1"> <FL val="LEADID">1009644000000074005</FL> <FL val="SMOWNERID">1009644000000066001</FL> <FL val="Lead Owner"><![CDATA[Sumit Bhargav]]></FL> <FL val="Company"><![CDATA[hhh]]></FL> <FL val="Last Name"><![CDATA[hhh]]></FL> <FL val="No of Employees"><![CDATA[0]]></FL> <FL val="Annual
User Deactivation
Hello I am not able able to remove users using my id. Can you please help here. One user has left the company and i need to deactivate her account. Best regards
Event - Date time field - Only houly intervals
Since the updates I can only select hourly intervals for events. Any that have already been set with times not on the hour cannot be updated. Is there a setting somewhere to control this?
Tasks are disconnected from leads
Hi, I am using ZOHO CRM for a couple of years. Since yesterday i'm experiencing a problem with zoho CRM. As written in the subject line; the tasks which are used to be connected to my leads are disconnected. So: All my old (open / completed etc) tasks are disconnected, even if i make a new task, connect the task to a lead, saving the task and opening the task, the connection between task and lead isnt saved. Looking forward to receive your answer, Have a nice day, Peter
combine views
It would be great and give a lot of more powerful filters options if you could add a way to make filters combining multiple custom views
Outlook Plugin not syncing/updating
I have Outlook 2010 and plugin sometimes does not "stick" and stay active. I have uninstalled and reinstalled it from download off Zoho site a number of times. It works most of the time. When it does work, it is not updating contacts in Outlook contacts. For example I make a change to contact in Zoho CRM (added email address to contact that did not have one in there at all). And yes, the contact exists in both Zoho and Outlook already from original sync. I then sync contacts and it shows changes
Best VOIP provider for Zoho CRM in Australia?
Hi, my client is looking to switch PBX/VOIP systems to one that will play nicely with Zoho CRM's Phone Bridge. Can anyone suggest a good PBX/VOIP system that works in Australia and is compatible with Phone Bridge/some other method of logging calls in CRM?
Does Zoho ever respond to their service/new feature requests?
This is actually a serious question, not just a complaint. I am very new to Zoho and, although I like it, there are several areas that need to be fixed and improved - Templates don't work very well, Custom Modules need to be available for Mail Merge, etc. As I searched for fixes to these problems, I have noticed that they have been brought up months and even years ago by other users. I also asked for a fairly simple custom field, but there is no indication that I am going to get it anytime soon.
How do I print a whole calendar day?
I print out my days & weeks, and cannot do this with the new updated view. How can I do this? I need to be able to see all events on 1 sheet of paper, and if I right click, it does not work....
Email Templates
Update Edit Before yesterdays updates. I have a lot of email templates that on build You choose the user email address you want it sent from, that part still works, however when a user selects a template to send before the updates they had the option to select either the email address it was setup with or the email address they are now logged in with, Since the updates you can now no longer send from the Email address the template was set up with only with your login email address is anyone else
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