Can i log into my ZOHO account without being connected to the internet.
While "OFF" the internet, can I still enter and change things on my ZOHO database?
differences between "contact" and "lead"
Both seem people you seem to look after to sell them... what is the best way to use them? Leads Lead are the individuals or representatives of organizations who show interest in your products or services. Contacts Contact are the people in a company with whom you communicate and interact in pursuit of a business opportunity.
Won't Create Contact Categories!!!
Hi. Under my Contacts, I click on the + symbol so as to create a contact category, but it won't work! The dialogue box comes up but I click ok and it doesn't work; it's just nothing happens! Thanks in advance.
Maximum limit for individual field types
If we upgrade to the Enterprise Edition (basically to get the 5 custom modules) will the maximum limit of individual field types still pertain to these custom modules? If yes, maybe it makes more sense to use Zoho Creator and if that is the case is it possible to run reports in CRM with data from Creator? Thanks!
Sales tax for customers
In Europe according to the type of client, sales tax is not always due. Would it be possible at the customer level to tell what type of tax is to be applied. This could then be used in conjunction with the product tax when quoting or invoicing. More generally, would it be possible to set up forms which allow - conditional calculations on fields - allow to combine fields of different components (eg. products, price books, invoices and accounts) Thx
duplications of contacts under accounts
Hi there, I have an error, whereby the accounts contacts is duplicated showing three times the same account in CRM. Any reason why? Thank you. Tim
Can´t Acess Inative Users
Hi. My name is Francisco (francisco@belsul.com.bR) and we can't acess the inative users area. Can you help us for use this area again? Regards. Francisco
Audit Log: link to contact when showing email activity
Currently it will say "X sent an email to Y". If you then want to check the contents of the email you have to search for Y, then check under email. Please make the contact clickable in the audit log when showing email activity.
Additional Name in Gmail contacts
Hi, please, explain me, how the google contact sync with zoho crm works. Because i have such problem: 1. if i open a contact in Gmail I have only a Name field (but this is a composit fiels with Name, Additional Name, and Surname and so on. (just open from gmail that field....) 2. a lot of my contacts and only name and surname, and the problem with syncronizations does'n exists. BUT... 3. some of my contacts has also a Additional name field compiled... and in google contact i see it... When google
Zoho 2 way Contact sync with Google Apps/Gmail
My entire data base was corrupted/wiped by having my Contacts Contact Names wiped with the First Name field left blank and the Last Name field now containing "Not Provided"!!!! Has anyone else encountered this and is there a recovery from it????
Export CRM data from Custom Section
So we created a custom section in the "Accounts" module with custom fields. We are considering upgrading to the Enterprise Edition of CRM, where we would have 5 custom apps. Would it be possible to Export the data we have in the custom section within Accounts module to a new custom app? Thanks Zoho!
Home Page
Hello, The Classic view of the home page is set by the Administrator which is seen company wide, correct? If so, how do you customize it? Also, is there a way to increase the number of items you see per section on the Customizable home page? Currently, we can only see the first 5 of anything (tasks, leads, etc.). We'd like to increase it. I see it is available on the Classic homepage but not the Customizable home page. Please advise. Thank you! nbeck09
Zoho on-premise?
Hello, I am investigating CRM solutions for one of my clients. Is it possible to deploy Zoho CRM on-premise, or it is only available as a cloud service? I found this press release and nothing else on this topic https://www.zoho.com/news/zoho_works_with_vmware_to_deliver_private_cloud_software.html Thank you, J.S.
I'm Lost! with merging Accounts
I thought I had this down, but it seems to be lost to me! The other day I was able to just merge 2 accounts no hassle. but today? And I don't mean find and merge or de-duplicate!. I mean I have one account and click on a list or box to say another account needs to be merged! Thanks for any help!
How can I format custom field numbers with commas
I am adding a custom field in our opportunities and the type is INTEGER or even LONG INTEGER. The problem is the default format does not put commas in so it is hard to read the number field correctly because the user sees 1000000 and it is hard for them to see that it is 1 Million and we would like to see 1,000,000 is there any way to show this with commas? thanks.
Export CRM data from Custom Section
So we created a custom section in the "Accounts" module with custom fields. We are considering upgrading to the Enterprise Edition of CRM, where we would have 5 custom apps. Would it be possible to Export the data we have in the custom section within Accounts module to a new custom app? Thanks Zoho!
Territory Management
We have the professional version of Zoho. In order to obtain the "Territory Management" tab under "Set Up" do we have to have access to the upgraded version?
Creating invoices in the free edition
I just created a new free account but have a previous edition free account also.I do not see the invoice module in the new edition, does one exist?
Change call timer start time.
Sometimes I forget to start the call timer when I make or receive a call, or I place a call from my cell phone while away from the office. It would be nice to be able to modify the start time so I can record all calls more efficiently.
Invoices
I signed up for the free version and do not see the invoice function like on a previous version. Is it hidden or not available?
Webform error code
Hey guys - Wonder if there's a way to get an error code from the web form submission, especially as it relates to HTTP/HTTPS. I have a signup web form running great under https, as source code embedded on my web page. However, due to the way my code builder works, I'm having trouble consistently keeping that page as an HTTPS page. I noticed that if I submit the web form via HTTPS, or via HTTP, I get the exact same result - it just goes to the results landing page I set up (which currently says
how to link email to clients
I can't link my email to my clients, I have done this for leads and works perfectly. but not for client / customers.. how can i change this?
Can the Potential Stage History Feature be created elsewhere.
Hi is it possible to create this historical feature that is within the potential modules- Stage field, on the Leads module ?
How to record calls to contacts
We are doing telemarketing once a while, I want to know how to record the result, caz I don't want the same customer receive our phone call everytime, so is it possible to record the date, content of the person we called in Contacts and filter these?
Zoho CRM Administrator tools
Dear Zoho CRM What tools are available to you as a Zoho CRM Administrator? For instance, I want to set up a client of mine who has 40+ users - is there an administrator console where I can manage the deployment to everyone? I know one can add users and set their permissions from the setup screen in Zoho CRM,but what about integrating their current email address from a central admin console? Or do I need to login into each user's account in order to set that up for them (which is OK, I just want
When converting lead forgot to tick "potential", now have contact and account, but no potential!
Hi, Learning the system, wanted to convert lead. Forgot to actually create potential, and converted. Lead has been converted to contact and account, but not potential. Can't find a way to go back and edit this. How do I add it to a potential??? Thanks
Pardot - type tracking with Zoho?
hi all, I've just joined a company that uses Zoho instead of the Salesforce that I'm used to. All is great, except there's no easy way to add Pardot to it without using a 3rd party package to link them together. I loved Pardot because it let my sales team see which of our prospects had been on the website and see who had opened, forwarded or binned any of our marketing material. New company doesn't have much money to throw at this, and I wondered if theres any other way to get the mail campaign
Unable to create new users in Zoho CRM - "Zoho CRM ID already exists. Please use a different Zoho CRM ID."
I have tried to create 2 new users with emails that I know are unique. The people I am trying to add have not used Zoho before, but I am still getting the message: "Zoho CRM ID already exists. Please use a different Zoho CRM ID." Why would this be happening? I have 5 licenses and just 3 in use.
Need advice on lead processing
Hi, I've been with Zoho CRM for a year but haven't been able to get the most out of it. I use the Old Professional edition with a few colleagues and I'm familiar with most technical aspect. Yet Zoho remains just a fancy phonebook to look up names. What I really need is to be able to load a bunch of leads into a certain audience category and start going through them one by one, initiating a process for each lead as I go, and I will need to have reminders set up to call the people back until they either
Send email to a contact via workflow rules
Here https://www.zoho.com/crm/blog/zoho-crm-the-new-improved-workflow-rules.html is mentioned that in workflow rules emails can be sent to leads and contacts as well. However, when I go to Automation - Workflow - Alerts - Configure Alert there is a feature to send email alerts only to company staff. Can you advise me how to send emails to contacts on a picklist field change trigger? Edition used: Professional
Sharing a custom contacts list with another user
Help... I cant seem to share a custom contact list I have with another user although I ve selected 'allow following users to view this list'.. Any ideas anyone?
Invited person cannot respond to meeting request
We need to be able to send meeting requests to external parties like contacts and leads but there is no way for them to respond and be added to the meeting, how can this be fixed, is this a known issue?
Importing Leads
I've been trying to import leads for the past 2 days. The file I'm importing is an XLS file, 250 records, with two fields (first name, & email). The system says it is importing records, however, nothing happens, and eventually I'm logged out. I've also tried converting the XLS to CSV...but same thing happens. Thanks, David
Form Validations
Zoho contact from validations not working in wordpress after embedding code in page. Please help asap.
Storage Usage??
Please can somebody explain what the storage space on Zoho is for? I am using Zoho for one of my clients everyday, sending emails with attachments etc (I do not use Zoho email as I have outlook). I have two other users registered to this Free Zoho account who never use it but it shows that I have used 0.00mb of data whilst my colleague - who never uses Zoho has used 9.76mb? My other colleague who uses a completely separate Free version of Zoho and also uses Outlook as opposed to Zoho mail but sends
Can't add Rol when creating user - Rol has been created.
I have a 3 user subscription. I can add the 3rd user - because when I need to set up a rol (which already has been created) I cant type or chose. Alex K. aekohan@gmail.com
How to update a lookup field in Zoho CRM
Hi, I have a custom module. I have custom look-up field in contacts module that is related to a custom module. Whenever a new record is created in that custom module I want to get the ID of the newly created record and update the ID in the Contacts Module. I tried to do this in custom functions. I can get the ID of the newly created record but when I try to pass that ID to the custom lookup of contact module it doesnt work. Am I missing anything? Is there any other ways to achieve this functionality?
Webforms and HTTPS
Hey guys - I've set up my web forms and everything is good to go - except this whole HTTPS business. I have a simple website, with one page to collect "Contact Us" info from potential clients. I'm using Squarespace to create this website. Question is, is there a way to get a return/error value from the web form? In other words, if a user mistakenly uses http instead of https, they can still submit the form and it looks exactly the same (goes to the landing page which says "thanks"). The only
Unable to create new users in Zoho CRM
I have tried to create several new users with emails that I know are unique. The people I am trying to add have not used Zoho before, but I am still getting the message: "Zoho CRM ID already exists. Please use a different Zoho CRM ID." Why would this be happening? I am using the free version to start with an only have one user so far, not feeling very confident about this so far.
Zoho CRM Outlook Addin
Ok so I've encountered a strange issue. When I create an appointment in Outlook on my calendar, then sync to my Zoho Calendar using the add-in, it shows up correctly in Zoho, but in Outlook the time jumps ahead by 1 hour. If I do another sync it jumps ahead by another hour. This is very concerning because I've invited people to this appointment and they keep getting appointment changed messages. Anyone else get this?
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