Pre-populate Billing Account Address Information
I'm trying to set up an invoice and I see I have billing account address, city and state to populate. How do I bring in these values from my billing account record so I don't have to populate it manually?
Unique ID numbers suddenly appearing on reports that have been exported
Hi We have a number of reports that are automatically generated using the report scheduler which works really well. However today, the unique "Case ID" and "Potential ID" has appeared on the reports which didn't before. Can anyone help?
Importing Contact Issue
When I import contacts from a spreadsheet and map everything correctly these contacts do not appear in the contact section where I wanted them imported. I imported 3 contacts from the same company in a trial. What happened was the company name showed up under account. If I click on the account, I see the contacts, yet if I go to the contact tab they are no where to be found. Please help me understand why the contacts show up under account and not under contacts where I directed them.
Client anniversaries in CRM
Hi, I'm trying out ZOHO. Very complex for me as a I'm a total newbie with CRM. My first roadblock: Can I customize contact fields? I need a wedding anniversary date field. I don't see anywhere to add a custom field like this. Thanks!
Export reports to excel
I have a number of reports that run through the scheduler on a daily basis. For some reason today they are exporting into excel and including the unique reference number, i.e. case ID, Potential ID. They are not set up to include it and it's only just started happening today. Can anyone help?
Editing existing drop down menu
Can I edit existing Drop Down Menus? ie inside of Tasks, the DD menu show priorities as High, Highest, Normal, Low, Lowest. I'd like to omit Highest and Lowest. Also, under calls and the "related to" drop town menu, I'd like to limit it to Account, Case and Product. Can I do this?
Zoho Mail Add-on User not showing
My List of Zoho Mail Add-on Users under SETUP > USERS & PERMISSIONS does not show one of the users that I have recently added. The user has been activated in the Subscription Manager as a Zoho Mail Add-on User. I have also checked licencing. Don't think that this is the problem. Also: When I login to CRM as the user in question and try and configure ("CONFIGURE NOW" Button) the Zoho Mail Add-on I get the following error "Unable to process your request" When I goto Apps & Add-ons > Google Apps >
Activity Data for CONTACTS
Hello Zoho Folk! Our salesmen use the "Call" activity to log customer calls and field visits. On the following monday my Kick-Ass Zoho program emails me a report of all "Calls" for each salesman logged the previous week. Is there a way to view all logged call activities under a contact or lead? Right now I have to run a activity report to see all call information. I'd like to see all call activity information just like I can see the notes and emails related to that contact. Seems Simple? Riff
Pricing - Additional Users
Hi I'm currently using the free of charge service as I only need 3 users. I now need to add an additional user - taking me up to 4. My question is, do I get charged for all 4 or just the additional user i.e. the first three are free. Rgs M
Mapping for import from Excel is no longer being saved
I am having an issue with the "import my leads wizard". Recently (over the last 2 weeks), Zoho stopped saving my mapping information for my daily lead import. Every time I want to import from Excel, I have to remap all of the fields. This is getting very time consuming and frustrating. I chatted with support at Zoho and I was told that the only way a map is saved is if the same file is used on the next import. That has not been the case in the past. We have used the same map with a different
BUG in formula calculation
I have a personalized formula field that returns a string of the following type: If( (Math Operation) > 1000000, 'True', 'False') The math operation involves several fields, some of them converted from string to number using the Tonumber() function. The problem is that the Math Operation resolves to a very low number, say, 5, so the resulting string should be 'False', as the condition is never met. HOWEVER, the formula field always returns 'True'. I know the Math Operation is correct and resolves
Pop up when hovering over an account name
Is there any way to get rid of these new black pop up bubbles that appear when you hover over information on my Search Results page? They are terribly annoying!!!
can you create groups of contacts
As I have many different parishes and would like to separate them into groups
export cases
Good morning, we ZOHO CRM users and in this day trying to export cases this option is missing, which until yesterday was inside case tools. We need to use this option, as we can? I await your response, thank you very much
Zoho CRM for iPhone - closing leads
How do I close leads or make them disappear from the list when postponing them to a later date? I don't have the "create view" option per the explanation here: https://crmkbase.zoho.com/link/how-do-i-change-the-default-value-for-a-picklist-field
Select contacts by account criteria?
We have a custom field ("type") in our account records. We want to select all contacts that belong to a account where "type=xxxx". Is there a way of doing that?
Email adress already exists
Hello! Im trying to add my domain email account to personal details as primary. So I see error message:Email adress already exists. What to do?
Is there a way to show live data from the Potentials module on my website?
I want to display several fields from the Potentials module on my website. I don't want to export and import these manually, nor do I want to key these individually. Any suggestions?
Time Based Action with Rule Criteria
Would you consider allowing a feature whereby you could set Rule Criterias on the actual Time Based Actions. So in other words, the Time Based Action would only trigger if it met the Rule Criteria that is set on the Time Based Action itself, NOT the parent Rule. This would allow the execution of a TBA subject to conditions being met.
Sales Targets
How do you set sales targets or budgets in Zoho CRM. For example if you sales budget is 4 million dollars per annum. How do I set that in Zoho to ensure when reviewing dashboards I can make sure my sales are on target.
How to send scheduled emails to leads?
Is this possible in Zoho CRM? I'm looking for a way to do the following: When I get an email address of a lead, I want to put him on a schedule that will email him once a week for 8 weeks using pre-defined email templates. I.e. Joe Smith signs up on my website on 1/1 - I want to email him on 1/1, then 1/8, then 1/15, etc without having to do each email manually Then Jon Smith signs up on 1/3 - I want to email him on 1/3, 1/10, 1/17, etc Is it possible to set up automated campaigns like this? I
Is it possible to copy data from Potentials to Events
I have custom data fields in my Potentials area that I also want in the associated Events for the same potential. Is there any way to avoid entering the information twice? For example, I have a custom field in my Potentials called "Programs". Once it has data, I would like an easy way to put the same data in an identical custom field under Events. Is such a thing even possible? My reason for having duplicate data is so that I can have the data for custom emails and mail merge from the Potential
French translation short comings
Hello, I have a minor problem which is bothering some users of our ZohoCRM in French: the translation of "Operations" tab appears incorrectly in some secondary windows (for example, assigning users to operations). Could you check that, please?
CRM and Skype
Hello We use click to call function with Zoho CRM and we have a french phone number format like "01 xx xx xx xx". It's impossible for us to call directly someone by clicking on the number because it adds a "+" at the beginning. We have to rename the beginning of all the numbers with "33" to format to international call. Do u know a way to avoid that and call directly a french format call number? Best
Request for UI Improvement
One of my long-standing frustrations with the current user interface (UI) is that critical functions "Disappear" when the user has to scroll down a screen when in the list view of a module. The means that the user has to do a LOT of unnecessary scrolling. In addition, some of the list filtering functions are buried at the bottom of the lists, which REQUIRES users to do more scrolling. From a user standpoint I would like to see ZCRM make a couple of simple of UI changes. I do not want to add anything.
New Contact
Adding New Contact while displaying an Account Information doesn't work ... Anybody had the same experience? Thanks, Sabina Sabina Spilkin
Inventory template columns width
Does any body know how to set colum width in Inventory template? As I have created one but the table column width is too long for product name, and too short for both list price and total. Please advice so that I can adjust that as per my requirements. thanks
Ability to Report all Comments from a Case
I can�t find a way to create a Report that will include all the comments associated to a case. What am i missing?
Automation of Invoices
Is it possible to Automate the creation of Invoices on a weekly/Monthly intervals? If a customer subscribes to a service and wishes to pay monthly or quarterly we would like to have this generation of the invoice to be automated to meet customers requirements. Kind regards N. Fenton
Creating a customer portal
Currently I am using a 'free' license of ZOHO CRM but I plan to upgrade. Which of the license plans allows me to share documents with individual customers as part of our implementation and after sales support services? I would like to give each customer access to only their documents, including version management, and password protected. Which of the functionalities provides that?
Dashboard and reports
Hi, Within the dashboard module, i want to create a new dashboard but i can't find the reports i need in the list. First i've created different reports that fit my needs, All these reports are in the same personal folder In the dashboard manager when i'm trying to customize my new dashboard, i only can see 4 reports in the personal folder whereas they are about 6 ? Any ideas ??
+New Curstom Field option not available?.
Hi, First of all, sorry if this issue is off-topic, as I am new with Zoho trying to go ahead first steps. I have encountered the problem that I can not create new custom fields for clients, accounts ,etc., despite being the administrator. I wonder if pro version may be required to be able to create new fields. thanks in advance for any help. Javi in Madrid.
Sales Tracking
Is there a way to track sales using Zoho CRM? If so, is there a way to make it so that this information can only be viewed by an administrator? Thanks!
How Can I change the fields name?
Hi, I need to change the fields in the accounts page and create my custom fields, how can i do that?
I do not see my domain mail accont in CRM mail templates
I got email account on my domain DVENERGO.RU. It is linked with zoho mail, and made default. All works good. But I cant see it in my email templates. I wish to send emails to my customers using my domain email name. It is only choice of my user account gmail adress, but no my domain email adress. What to do?
Do I get the outlook integration with ZOHO CRM Professional? or do I have to pay additionally?
Do I get the outlook integration with ZOHO CRM Professional? or do I have to pay additionally?
Email from a different email address
Hi, Within my 1 crm account I have two different brands, administered by the same person, if I want to send an email to either brand , I want that to be the corresponding email address to that brand, can you tell me how to set this up please Many thanks
Send quotation by mail = bug
Hi, For more than one week now, when I send a quotation by email using the proper function (sending as email from quote page). The problem is that the email is well sent, but the quote attached to the mail is 0ko and receivers cannot open it. Does anyone can help me with that ?
Getting eMail replies from gMail into Zoho
I am using the BCC feature to add emails that I send into Zoho. However, when a prospect or customer replies the reply is in gMail. How can I get a copy of the reply in Zoho?
Back button not working - keeps switching views grrrrrr frustrating!
Hoping someone can help as this is driving me insane! When I am in a region (view) in the Accounts tab, when finished with an account I hit the back button and I am taken to a completely different view (not the one I was in before clicking into an account. HELP PLEASE! Also does the same thing when I hit the browser back buttonl Thanks
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