Editing a recurring task
Hello all, Could you please advise on the method to edit a recurring task? I setup a task to be achieved every Wednesday until end of December 2012. Some of the tasks have been already completed. Now, how can I do to edit the task and make it happen on Friday instead? Obviously, I want to avoid doing it manually for every one of them. Thank you in advance! Best regards, Christophe Mendez | MZ Consultants
Hey Guys can you please contact me this is really frustrating
Hey Guys can you please contact me this is really frustrating. Your templates are a real mess in CRM I am wasting hours!
time based events on end date
I have created a start and end date in Price Books and want Zoho to notify me when we at 120 days from end date and then again at 45 days from end date. How is this done.
Form submissions not loading into CRM
I've used Zoho before and have setup the website form to CRM form before and it worked fine. So i needed to setup one on this new account as an easy way for me or someone else to submit new accounts into the system. However after submitting the form...nothing ever comes up in Zoho CRM. I'm not sure whats wrong...everything was done as I've done it before but for whatever reason this one will not work and its getting me behind getting accounts entered in. The form is temporarily at www.chrissteed.com/myform.html
See Company in Potentials Tab (List View)
Is there a way to customize what you see in the Potentials Tab? I know you can set up custom views. For instance, I set up one called "Open Potentials" which ignores any "closed" opportunities (must say I was flabbergasted that I actually had to do this as a custom view). However, when I look at the list of Potentials, one thing I need to see in the list is Company (or Account, whatever the terminology). I would also like to see the value of the opportunity/Potential in addition to its name and
Synchronize accounts between two ZOHO CRM
I have two accounts crm zoho (A and B), each for a different company. The accounts module is equal in A and B. I need to synchronize the two modules of accounts so that all the accounts are in B and vice versa. So when an account form created in the CRM it can also be accessed in crm B. Is there any way to configure this synchronization, or some application, so I do not need to implement API?
How to 'format' account set-up?
I would like to reset my Zoho CRM account back to standard. To change the fields and set-up back to original without deleting the account (due to annual payment). Is this possible?
Import mapping is no longer being saved
Over the last week I have been having a problem when importing my daily leads from an Excel spreadsheet. Every time I want to import the file I have to remap all of the fields. I have never had to do this in the past. Zoho tech support has been unable to give me an answer as to why this has started to happen. Is anyone else having this issue, or does anyone have any ideas? Thanks!
Zoho CRM not receiving emails
Hi, I configured the Zoho-mail add-on in the CRM. I can send emails from leads and contacts page, but the emails they send me are not going to the CRM. I'm only receiving them on Zoho-mail. Can you guys please help me to solve this? Andre
Zoho not connecting to Gmail server
Zoho E-mail not connecting to Gmail server for sending messages. But messages are received. I get this message: Unable to connect SMTP server:smtp.gmail.com, Port465Reason:Network is unreachabl Please advise. Cliff mvccalgary@gmail.com
Permission Denied to Export Report
Hi there, Users with view only access, except with the ability to create/edit/delete notes, attachments and activities are receiving the following message when attempting to export a report. I have made no changes to access, and this function was previously working. Permission Denied Sorry! You cannot export this report because you do not have the permission to export one or more modules that are part of this report. Please contact your administrator to export the report. The only module in the report
Where did Products go?
I've had a separate section for Products, but the installation was downgraded to Free and all that information is lost. Where did it go?
Changing Details
So in customization for example and under layout you have larger boxes that you can change the name of such as contact information, but how do I change what the smaller boxes inside are called or create new smaller boxes that i can write different text or number in? We can change what boxes appear and don't appear but I can't seem to find out how to rename those boxes to suit my business
Outlook Plugin
I downloaded the Outlook Plugin and appears to have installed, but nothing has changed in MS Outlook itself i.e. I can't see any Zoho tab or anything?
Can I log in as a different user/role?
I am the administrator who is setting up Zoho CRM for my organization. What I want to do is view the system as a Regional Sales Manager or Sales Rep to make sure it's working as desired. I would also want to do this for training purposes. Is there a way I can log in as a Regional Sales Manager or Sales Engineer? Thank you! John Galich
Long Decimals in Grand Total on Dashboard
I created a Dashboard to show the grand totals of invoice amounts for our sales associates, but for some reason one of the grand totals is being extended out to 12 decimal places (see the attached screenshot). The report this dashboard is based on and the corresponding invoices all show the correct decimal values (two decimal places). Is there some way to fix this? Also, should I be concerned that this is more than just a display issue? The actual value should only have two decimal places, so
Mass email - how does it work?
I am using mass email to send a newsletter to about 4000+ customers. Since the daily limit is 500 I will be sending them out over several days. I used a manual criteria to find the customers and noticed that there is no obvious way that the contacts are sorted. They are not listed alphabetically or by any field I can see on the page; it seems to change randomly every time I search the criteria. This means I have no way of telling which contacts have already been sent the newsletter. Is there some
How do i get my email from outlook in Zoho or move email from outlook to Zoho?
How do i get my email from outlook in Zoho or move email from outlook to Zoho?
Invalid Cross Domain Access
I've started getting this error recently when logged into CRM. I see that there are a couple of other threads that have been started on this topic, but for some reason I can not open these threads (don't appear as clickable links.
How to delete the original master user?
Hi, Now that we are up and running using Zoho CRM, I want to delete the original user login that I used to initially set it up. That account is not an active user and I want to delete the reference to them before I sign up to pay monthly rental on the active users. Can I delete the master user and re-assign that designation to my own admin account login? thanks Pete
How To View Report where email templates used are listed
Hi, I'd like to see a report that shows me each lead and the email template(s) that were used to contact the lead, so that I can I select the proper follow up email template within in a certain amount of days later. I hope that makes sense! :) Any help is appreciated. k
How can I create a simple report to see the number of calls and emails sent to each lead in the database?
I'm trying to create a report to know how many "touches" we've done with a lead (i.e, either sent them an email, made a phone call (inbound or outbound), or set up a meeting (event)). I'm trying to setup a Matrix report, but when I select the Full Name as my column source, I cannot select Activity Type as the columns (which doesn't make sense to me). When I setup a report to view the Lead name and Call Type (either inbound or outbound), I get a third column of "blank" which lists a lead even though
The Best of Zoho CRM Tips & Tricks and Business Scenario
I am compiling a list of Zoho CRM Tips & Tricks as well as business scenarios. Looking to collaborate with others on this. And in return, once the list is compiled or gets on the way, as a contributor, you will have unlimited access to utilize as a Zoho CRM knowledgebase. Let me know if you're interested in helping out.
Workflow alerts for Edit not getting triggered
Hi, I am helping a client integrate his Zoho CRM with an external application and using email alerts to enable the same. From the testing, I see that the workflow which is configured to send out an email during Edit, does not get triggered. I tried using Execute On as Create or Edit option and also as separate Create and Edit options and configuring separate Email templates, but still emails were triggered only during Create. The workflows were created for Tasks module and for edit action, I tried
How Do I Use Role to Provide Specific Reports
My company has 3 Regional Sales Managers (RSM) each with 8 direct sales people. Rather than have them see corporate-wide reports with information for all 24 reps, we want each RSM to see the information relevant for their region/reps only. Is there an easy way to do this short of creating report folders for each RSM, replicating reports, then using criteria to filter the appropriate reps? I thought the Role function could accommodate this, but can't seem to determine how. Thank you! John Galich
Moving a field that is on Contact detail page to the Account detail page?
I have a custom field on our Contact detail page that would be better served on the Account detail page. Is it possible to move it?
API Keys and API limits for accounts with multiple users
Howdy, We have an enterprise account with 10 users, and I have made an API key to use with a custom application that automates inputting records into Zoho CRM. I understand that there's a 250 request limit per user. Does this mean I have to have separate API keys and rotate through them, or am I able to use the single unified API key that would support 2,500 requests? Also is this 250 limit per type of request, or is a blanket across all requests? Thanks, Vincent
Mail merge template to print letter to euro E65 envelope with window
Hello! Where to get Mail merge template to print letter to euro E65 envelope with window? I need to print 10000 letters to my leads using e65 envelopes with window:
I need help - Activity Report with Account and Contact Information
Hello, Where is the option to create a new report? When I click on Reports, I do not see it. Is this capability available in the "Free" edition? If I cannot create a new report, will any of the standard reports be able to be customized as follows. I would like to see all of the Tasks/Event I modified today along with the Account Name and Contacts associated with the task. Thanks. (I am using the "Free Edition" of CRM.)
Attachments don't show in Mac Mail.app
Hi, I'm a faithful Zoho CRM user of about 2 years now. I use it to send proposals to leads all the time. Recently, I've had 4 people using Mac Mail tell me they can't see the attachments on emails I send them through Zoho. They are right. We tested it in our office on a Mac running Snow Leopard. I don't know whether Snow Leopard is part of the problem or not. When you view the source of the email in Mac Mail it shows the attachment is there, encoded as base64, but you cannot see or get to the
Google Apps access through iPhone app
I access my account from Google apps. That means that I have no separate password for Zoho CRM. But how do I log on to Zoho CRM via the iPhone App? I have tried the Google mail and password, but it does not work.
Sales order
Sales Order do not keep the same number when it is transfer to invoice. Ehen I am going to print the invoice we find a bad sales order number. I understand that the invoice has to have a new number but the sales order that apears in the invoice is not the same that in the sales order that originated it. javier gallardo
Cant Import into leads
I have imported data previously with no issues The last 2 days I have been trying to import leads from a .csv file and keep getting the following message even though all fields have data and no fields have any special characters in them. I have gone through the importing data checklist and still cant find the issue. Would like some assistance. thanks "(Reason: Due to empty values for any of the mandatory fields)"
CRM - changed fields don't show
Hello, I started using Zoho CRM and in the customization, I changed few fields, then clicked "SAVE". Fields show changed in the customization, but when I try to add new contact, or account, field options remain still the old ones. :( Can you please help me to solve this bug? thank you Neli
How to calculate Cost per Lead? Cant see any leads associated to Campaigns?
Hello, We have migrated a customer from salesforce to Zoho/CRM. We have customized leads form to allow the user to pick a campaign, which has the cost of campaign and save the lead. We want to create a report to show all the leads that got generated from a active campaign. For example 15 leads associated to Google Adwords Campaign for Month of Aug 2013, which cost $300.00, which means the cost per lead would be $300/15 leads=$20. We convert the lead as soon it is entered/saved to a potential and
How Do I Add Custom Fields To Accounts?
I am new, and I am on the free version. But is it possible to add custom fields to my accounts? Or do I need to upgrade? If so, what level supports this functionality?
Can i assign multiple people on 1 Task? Or can i delegate a task?
I want to delegate a task or assign multiple people into a task? For example, an email arrives and my marketing department delegates the task?
Contact Display Issues
Hi All, I am having difficulty displaying my contacts. I am using All Contacts standard view option. When i login, the contacts are display in alphabetical order for the 1st 50 by first name (only 50 display on a page). When i click to go to the next lot of contacts, they display randomly without any sorting whatsoever. When on the 2nd page, if I click to sort asc or desc it starts at the top of the list again for the 1st 50 contacts. Can anyone help me resolve this? Cheers CAT
Mobile Add on
Hi comunity, I had the old free edition with the mobile add on for $3.- / month. Now I cancelled this cause in the new pricing the mobile for Android is included. But to create or edit is now impossible. Could I go back to the old pricing, or get a mobile add on for the new pricing, free edition? Thanks, Peter, Austria
Data Storage
Hello I have upgraded to Professional But I still ran out of data storage, when Professional is unlimited. Any ideas?
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