Link family members
Is there a way to link individual contacts to indicate family members i.e indicating on contact 'A's file that they have 2 children namely contact 'B' & 'C'. Still maintaining individual contact entries for each? Hope that makes sense!
syncing with ical
Can zoho calendar sync with Apple's iCal?
Report on Accounts with Earlier Closed but No Future Open Potentials
With hundreds of accounts (thousands perhaps for some other users), there does not seem to be a way for us to identify Accounts that have earlier closed potentials, but no future dated open ones. The idea here is to identify (neglected) Accounts that need to maintained by the Sales Team. Please identify how we can generate such a report.
BUG: Fields & Links Permissions Loophole
Under "Modules List: Potential" an admin can hide the following fields from certain CRM users: - Amount - Probability (%) However, under the Potential's - Stage History, the users from which the earlier fields were hidden, currently have access to: - Amount - Probability (%) - Expected Revenue This is a BUG and should be resolved ASAP. If a field is hidden, it should not be revealed through some other Sub-Module. The only solution currently is remove "Stage History" completely! This is not a practical
Custom Lookup Fields for Potentials or Tasks
I would like to have the State, City and Phone Numbers displayed on the potentials list or activities list so I can sort by location. Is there a way to build a customer report that can refine potentials or tasks by State, City or Zip Code?
Documenting a simple event or occurence (with time stamp, i.e. notes won't work)
Hi, I'm just wanting to document an event or issue that happens with our clients. I want a simple field and a date and time stamp that I can make notes in and save. Then I can document another issue that happens and save it. Then after a period of time we could run a report showing a client all the issues we solved for them. Is there a way to make this work? I don't need due dates or anything like that. Just simple documentation. About the only workaround I can think of is to create a task and
Internal notes between users
Hello, Is there a way for users to exchange notes through the CRM? For example a user wants to inform another user to take some action regarding a client (for example call him for support, or send him an email about something). It would be nice that these notes are related to this particular client or prospect, so that we have a history of anything or anyone that took some action.
Access Error on Products
I get an error when trying to access a products report saying that I do not have access for my profile. I have an administrator profile and have access to every object. Makes no sense. i also don't see the products tab available to me anymore on the main tab bar. Any Ideas what would cause this?
Potential Stage editing/update
Am I missing something here, or is editing the Potential Stage information overly cumbersome? Why not an active drop-down box to easily move from one stage to another? I am using the free version of the program right now trying to evaluate it. I have entered a number of "potentials" (deals, opportunities, whatever you want to call them). I've edited stages and probabilities and love the amount of information I can get into the Potential, but updating the information just seems overly time consuming.
Add New User from Another Account
Hi, I am trying to move a user from one account to another. I have deactivated his email from the original account and i am trying to add him to the new account. It is telling me that the email is already in use. Please advise me as how to fix this. The user's email address is joseph.laperchia@paquinhealthcare.com He was originally listed under the account with the email aptricia.cardona@paquinhealthcare.com. I need him to now be under the account with robert.gonzalez@paquinhealthcare.com. Thank
approved
what is the approved button on accounts for?
How can I create a view of my leads created in the last week
Is is possible to create a view of my leads created in the last week? If yes: How ? Thanks in advance
Delete message can be more descriptive
When deleting something, the message only says: Are you sure? However, this is no consolation to me. I'm thinking...I"m a sure to what? Just deleting the record I selected or perhaps I'm doing something wrong and I'm about to delete all the records? A description of what I"m about to delete, such as: "Are you sure you want to delete the 3 selected records" would put me more at ease...
Missing Accounts
I've just noticed that not all the accounts created show in the Accounts list, though if I use the search box, typing in the names, they appear. Are there certain criteria for the Accounts list to show them?
Custom field to the lead section in the free version.
How do you add a custom field to the lead section in the free version. I'd like to add an activity date. Thanks
Changing of currency?
Hi, Trying to change the default currency, and I found the message below: " To change the currency locale, goto setup--->admin setup--->company details--->edit the details and change the currency locale. " But I don't understand where to find this. Help Roger
Email integration
Dear, I am a free Zoho CRM user since several years. Due to the amount of clients and in order to have total controll, I wanted to upgrade to a version that has email integration. This starts from the Professional version, so I decided to subscribe but the system only admits at least 2 users. I'm the only user! Is there any way to have a version that includes email integration for only ONE user? Thanks in forward
Fields missing from "List of Removed Fields"
I am customizing Zoho for our sales process. I removed the Sales Cycle Duration and Overall Sales Duration field from the Potential section in the Potential: Edit Page Layouts page. I want to add it back now but now it is not in the List of Removed Fields Please help
Migration from Sugar CRM to Zoho CRM
Hello I have a client query who wants to migrate from Sugar CRM to Zoho CRM. Basically they're asking for multi-generation relationship and hierarchy. Like grandparents to parents to children, siblings, cousins, in law etc... it's like a multi-generation family tree relationship. He mentioned that this sort of hierarchy helps them track and group their external sales structure. They are using this functionality with their current CRM i.e. Sugar CRM. I don’t know if this type of functionality
Adding Leads Using CRM APi
I am adding leads in approval section and generating XML before posting data, it is adding my record as required but not generating a notification email, kindly let me know where I am getting wrong: Also adding "<FL val="Send Notification Email">True</FL>", but no notification email generated.
Dynamic View filters merged into an email template.
I'm aiming to get a dynamic filter working across my Zoho datafile to answer enquiries from web visitors, I currently search manually thru my Outlook 2010 Contacts database and cut & paste selected details from each vendor into an email reply. I envisage using a dynamic filter like the ones available in MS Access [and Excel worksheets, see attached sample] to select the vendors for inclusion in the report to be embedded or attached to the guest email with my standard email signature/logo etc..
Fields from Related modules appear blank in Zoho reports
I am trying to create a report pulling fields from Related Fields but they appear blank. Can anyone help?
Workflow Email Template
Is it possible to create a workflow email template that automatically includes the corresponding quote attachment?
Document storage
I have the standard (old professional) version with 2 user-ids at $12 per month per each. Is there a limit to the number or size of documents that I can upload to my lead records? Thanks David
Add Contacts to Prospect
How do I tie contacts to specific deals or prospects? Some contacts will relate to 2 or more deals, but other contacts are just for one prospect. I can't seem to add a contact and tie it to a specific prospect.
Why am I missing content?
I've had info from 1 or 2 leads and an account that has now mysteriously disappeared!!!! What's going on!!!
"Already added" failure to export contact using Outlook Plugin
In my evaluation phase for CRM, I exported all of my contacts to Zoho using the Outlook plugin. I subsequently deleted them all from CRM, but now whenever I try to export one again, the operation fails with the message "already added." I tried permanently deleting a contact from the Recycle Bin (I am the administrator) but that didn't help. What can I do to fix this problem?
Zoho Phone Bridge integration
I need to ask that for Zoho Phone Bridge adapter installation we need to have linux system and JDK enabled to run its adapter, and Group iDentification user will generate a token and adapter will be run, but all the users in a Phonebridge group need to have the linux system or they can use the Zoho Phonebridge on any system? kindly suugest
Completely Remove Outlook Plug In
I am having an issue with the Outlook add in. I need to completely remove it. More than just removing a program. Does anyone know how to remove it including any registry entries etc? Currently I am showing all items as "deleted". See attached photo. I want to do a complete re-install.
course schedule
our clients are students, is there a way to have our course schedule updated in the system, and for each contact to have his/ her own schedule linked to the contact details?
Can Leads be consumers
Just started using Zoho. Seems Leads are businesses and contacts consumers. My business is aimed at consumers and I'd like to use Leads as Customers not other businesses. What I'm asking is does Zoho operate Leads as B to C or is it strictly B to B? Is B to C possible in Leads?
How do you close an invoice in Zoho CRM
Hi there, I am new to Zoho. I have Zoho CRM and Zoho Invoice. We are a sales driven industry and we create sales orders for our services. Once the service is complete we convert the sales order into an invoice. The problem I have is that an invoice in the CRM does not transfer to Zoho Invoice. I do not understand why they don't transfer because if you have an invoice you need to track payment for it etc. The invoice needs to be tied to the sales order. The solution I was given was to create
Apps & Add-ons Tab/Section Not Available In Setup
I did a search in the forum and did not find any info. in regards to this... I am trying to integrate my email more fully into Zoho CRM. I am currenlty on the Free edition. But when I go to 'Setup' I do not see the "Apps & Addons" section to start integrating this. Realizing that this feature may only be available on one of the paid editions, which edition allows this so I signup for the right Zoho CRM paid subscription.
Automatic emails sent just because a certain date is reached
How can I automatically send emails to leads without editing a record and without changing a status but just because it reached the date that I entered in the workflow. Currenty nothing happens because ZOHO doesn't get a status change on that specific day but if I define a status change the change is made on the same day and not a week later when the email should be sent automatically. So how can I sent 2 or 3 planned emails automatically to leads. After the last email is sent and we received no
Missing last decimal point on mail merge & email templates
Hello, When i merge a number / currency field in to an email or document it misses off the last digit if its a zero as follows:- £800.00 will merge as £800.0 £800.10 will merge as £800.1 Whats does work is this:- £800.12 will merge as £800.12 Its only a problem when the last digit is a zero. How do i correct this?
How to fix 3 decimal no price list
Hello, I sell diesel at petrol stations in Europe thought plastics cards. My clients can obtains discounts if use as payment mode my card. I need trace de discount plan for each client. Normally my discounts can be 0'066, 0,054, 0,042 € per liter. I'm using products modules for record the cards (card tipe 1, card tipe 2). And to trace discounts I'm using price book. The problem is that I only can put two decimals at price list field. I have tried to fix to 3 decimal but I can not do it. Can you explain
How to add MailMagne in my CRM?
How to add MailMagne in my CRM? Any advice will be helpfully.
I can't send my campaign for preview.
I am a new user and I am trying to "send for review" a campaign and nothing is happening. I create a new campaign and also is not working. This is my fifth campaign and everything was working before but now isn't. Can someone help me? Thanks, Felix Zayas
Fields from Related Modules in Reports do not show up.
Hi, I am preparing a custom report from the Cases module (where we register visits to our development) and the Potentials Module (which is linked to the Cases Module through the Potential Field). Even though I can choose columns from the Potentials Module to create the report, when running the report the fields that belong to the Potentials Module appear blank, and only date from the Cases Module is displayed. Can anyone help me figure this out? Thanks Manuel
Gmail gadget is suddenly not working in my Zoho CRM
Dear sirs, my zoho gadget in my gmail has been working fine. However today it has decided not to work. Any idea why that is? This is the error message. Looks like you are logging into Zoho from Google for the first time. We'll open a new window to associate your Zoho ID with google. Note: Please make sure popup's are allowed in your browser settings. I also get a box saying this. Looks like you are logging into Zoho from Google for the first time. Please save any unsaved data in Zoho and click here to
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