A way to report on all leads for a given month
Is there a way to report on ALL leads created in one month by source. I need to include both open, closed lost and converted leads. Right now I can only see source of non converted lead and cannot find a way to add the converted leads to the same report. I'm trying to do this to gain insight into my sources of leads, volume in and disposition of each lead.
Blind Copy on Leads
Hi, We are starting to send emails to leads through Zoho CRM but we want to copy or blind copy our sales@ email address by default when sending. Can this be done and if so, how? Thanks, Abbos
Using html in Zoho CRM email to send a form that works
Hello there, I'm trying to use Zoho CRM's email templates to email certain clients a pre-made template with a form inside of it. I have this form pre-populated using Zoho's normal ${Contacts.ZZZ} to inject information and I wanted to submit this information via php to a web program that will analyze any changes made and then use Zoho's API to edit and update info in my customer database. Here is my problem though, every time I enter the form information Zoho seems to want to strip out all of my
web to account form
is it possible to have the accounts section populated via an online form?
How to print mailing labels for Contacts/Leads associated with a campaign.
Hi, We have an event organized and want to send out invites to some selected Leads and Contacts. So we made a new Campaign, added the leads and contacts to it. But now how do I print mailing labels of these selected people. I cannot seem to create a report
Notes for this....(FIELD WIDTH)
Hi. Is it possible to change the width of the fiedl for the "Notes for this (Suspect/Contact/Lead etc)"? Appreciate your assistance!
Incomplete upload
Hi, I uploaded a database of contacts onto Leads, however not all of the contacts uploaded. Why would this be? Does this mean that I have to identify who are not on the system and manually upload them? I look forward to hearing from you. Kind regards, Ninke
Zoho Outlook sync issue
I have had to reset my Outlook, including re-import lost contacts from backup. Now, ZOHO sync for Outlook wants to delete all my contacts within ZOHO. Isn't there some way I can choose to over-write or to replace contacts. The way it is, all I can do is push accept and watch Outlook erase all of my contacts in ZOHO.
App not working
I have 7 sales people out on the road using the Zoho App and have been for a little while already, all at the same time they cannot access CRM, everything is fine if they log into zoho from their personal PCs but not on their Smart phones either iphone or andriod . Help,
Creator integration inside CRM
Hi folks I really like that Zoho has incorporated Creator inside CRM, to allow custom forms to be built and deployed. I seem to be missing something, however, and wonder if they have missed the point a little in the way theyou have created the facility. For example: Against each CRM account I need to store some custom one-to-many information records. These records might, for example, contain Assets. Each Asset record might contain: Account Name it is linked to Product Code Date Purchased Serial
Mail issues
The Mail does not recognize any of the contacts, leads, etc when writing a new email. Usually after entering the first three characters a drop down list with the possible contacts starting with those characters would appear, now it doesn't and if I click on the little icon next to the field to see the contacts it says there are no contacts!!! What's wrong?
NEW LIMITATION: not allowed to change ownership of 100 records at a time!
Good morning. Today we began to receive an error message when changing the ownership in more than 50 records. The error that appears is: 414 Request-URI Too Large This is the same in several modules. We hope that Zoho has not changed the limits arbitrarily, since you don't provide a mechanism for transfering property of all records from one user to another when an employee leaves. This is a very tedious and time consumming process, and it al ready took a lof of effort changing 100 records at a time.
When creating an event it doesn't display leads and contacts in the send invite section.
I am trying to create a new event related to a lead. Everything works great except when I try to send an invite request, the form just displays the users. It does not display My leads nor my contacts. I have tried on other web browsers and still experiencing the same issue.
Opening cases in a new tab
I was previously able to open multiple cases in new tabs (right click the case, and click 'Open link in new tab'). This allowed me to work on multiple cases at a time. Now when I try to do the same, I get a blank page. I mainly use Chrome, but have tested it on FF as well, same results.
tag multiple emails to linked to a potential
Can you provide the functionality to link multiple emails to a potential in one function. This will save an enormous amount of time when you update your emails to ZOHO if you do not have time to do one by one ??? regards Peter
Leads/Contacts invitees not showing up when an event is created from within a lead or contact.
When you try to create an event from a lead or contact...other users show up fine and can be selected, but any leads or contacts you invite do not. The check boxes show up..but the text is not there..its like the text is in white against a white background...please fix.
Which License do i need to manually deside who can see an account or contact etc.
If an account is private or confidential, in which version do I have the option to prevent showing this confidential information to all people? And maybe only visible for 1 or 2 specific persons? Thank you for answering, Fabian van den Barselaar
How to make my own contact category
How do I make my own contact category? It only gives me options I've already used. For example, I want to change "Hospitals-A" to "Hospitals." Thanks!
After sigin Zoho crm stucks at "Please wait" in firfox, Please suggest an solution ASAP
Hi Sir, After signing in Zoho crm stucks at "Please wait" in firefox, Please suggest an solution ASAP Thank You Niranjan
adding new leads by forwarding email from diferent email
hello i'm french (sorry for my bad english).... i'm a new user of zoho crm... what i want to do: i had 3 o 4 personnal email adress where i receive "leads" i want to forward to zoho crm.... i test using "forward to "myadress @zoho.com" but zoho recognise it's me....(the sender it's me) but i don't want he recognise me... i want he recognise the original "sender"...a new leads (email adrese don't exist inside zoho..... had you a solutions for that.... tha!nks
Can I view recent activities of all my users?
Can I view recent activities of all my users? I am a manager, and would like to make sure that ZOHO CRM is being used by our sales force. I would like to see each users recent activities. For example, new contact entries, account entries/changes, etc.
New field SALESORDERID in Report, export to CSV file
Hello, We use in Report the export to CSV file. Now there is a new field, namely SALESORDERID. Because we use this CSV file to import this in an other application, this importroutine does not function anymore because of this new SALESORDERID-field. Can you tell me how to remove this field in the CSV export? Thanks, Helmut Faust
Add Account column to Activities view
We need to know what account is related to each task - currently, we have to manually enter the account name in the task title itself to get this information in the task view. Please add the ability to display the account column when viewing Activities.
Invoice Tax added automatically
Any chance this will be sorted at some stage? In most countries, there is only one rate and we all have to charge it!
Can we add a preview of email contents when mousing over subject, like in Batchbook CRM?
Batchbook does this wonderfully, it's so useful. When you hover your mouse over the email subject on a contact's page (or recent activity dashboard), a box pops up showing the first 9 or so lines of the email. This way you can easily hover over several email subjects in succession to find what you are looking for, instead of clicking on each one.
Seeing call input
I am brand new to this. I created an account and then documented 2 phone calls. Where are they? I can't find them. Help! Many thanks.
Adding a new field to Potentials
I have just signed up for the free 3 user licence. It appears as though I am restricted to edit fields and cannot add new fields, is this correct? Potentials show a field for contract revenue. I would like to have 2 revenue fields, one for services and the other for licence fees. If I upgrade, can I make such a change?
Sending email through alternative smtp server
Is there a way to change the smtp server used to send emails from the CRM tool. We use www.wrapmail.com and would like to route our emails through their server to get them wrapped.
Email template drop down box won't display all templates created
My email templates are not all displayed when selecting the drop down when sending an email. Why not?
Different email for billing and invoice/receipts
Hello, Is there a way to change only the billing/invoice/receipt email to something different from the main user? We only need 1 account. However we want any receipts to be sent to a different email address. Thank you
Bulk Email
I wish to send a Bulk Email to all clients to check if Email addresses on file are valid. Using the bulk email function, are replies/rejects from "dead" email addresses received back by the sender?
Import new account records?
I have workflow automation setup to export new accounts in the CRM to a Creator app. Should accounts that are imported from and XLS file also be sent to Creator?
Compulsory field in "Leads".
Hi There, A lot of times we won't know the Last Name of the Lead and we just go by the First Name until the Lead is properly qualified and converted into an "Account". The "Last Name" field in the "Leads" section is a compulsory field and I am not able able to change this to non compulsory field. Can you please let me know how I can do this?
Change the order of columns in search results
Any way to change the order of search results? For instance, I'd like to move the Full Name column to the 2nd column right after Account Name.
Can you move the Emails section up?
I'd like to move the Emails section up between "Notes for this Contact" and "Attachments". Any way to do this?
"Industry" drop down list
I have changed the contents of the "Industry" drop down list. However the changes did not take effect. What should I do to change the contents of the "Industry" drop down list?
How to convert a custom text field to URL for existing leads/contacts?
I created some custom text fields for leads and contacts like "XING" (european business network) and "Secondary Website" to put in URLs, but did not see the URL field type. Now I want to convert the text fields to URL fields. How is this possible?
Change of email address to which ZoHo Subscription Invoice is sent to ??
I'm trying to change the email address to which the ZoHo Subscription invoice is sent to? Have not been able to do it in "Setup" - can anyone help
Picture type field should be available for "Products"
Picture type field should be available for "Products". It's very logical...
Workflow Alert limitation on additional recipients
I need to send an Contact email through automation/alerts. There is a limitation with the additional recipients to only 10 emails separated by "," (I think). Any thoughts at being able to send emails to a Group or listing of Emails? Vendors' emails? Hows about Accounts and all the emails of the contacts associated to the Account....could work? Am I missing doing this somewhere easier?
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