Role based security & sales territory restrictions
Hi, We are a medium sized company with account managers managing accounts in several countries, but reporting to different country managers. So: AM - Costa Rica -> Central America Country Manager - El Salvador -> Central America Country Manager - Panamá -> Central America Country Manager - Nicaragua -> Central America Country Manager - Mexico -> Mexico Country Manager Is there a way to set up security, so the AM
Customization - adding new values
Hi, I am using Zoho CRM to maintain contacts and follow-up with members served by our non-profit organization. When I first created custom fields, I entered the fields and values I thought we would need. I have since gone back and added some values to several fields but I noticed that those values don't show up in the drop down menu for that field when I'm entering a new contact. This is really important. How can I make those new values visible? It won't let me enter them manually, either. And I
Calendar
Hi how can I change de calendar? I want the first day on calendar will be monday, not sunday. Thanks
Dashboard
I went to reports and modified the opened potentials report. I then saved using Save As with a new name. The only change was to add Created Time and I added a grouping by Created Time. I would like to show this in my Dashboard. When choosing a chart or table in the dashboard (lets say table in this case) my only options are Created Time and Record Count. But I would like Created Time and Amount. How can I show the Amount rather than Record Count?
Date Sensitivity
Hello. I am currently inquiring whether the Date Sensitivity is pre-set or if I need to pre-set my entry dates? If I do need to do so, where would I be able to change this information? I need the dates to reflect month/day/year in a consistent manner, and it has been brought to my attention that the dates are not consistent for the sales orders. This makes life difficult when viewing due dates for days 1-12 as there are 12 months in a year.
Converted Leads Report not accessible?
When I try to run a converted leads report I'm told "You cannot access this report because you do not have the permission. Please provide permissions". I'm the account admin. I'm supposed to have permission to do everything - aren't I? What setting did I miss here?
Seeing Departments on contacts
Hi - is there a way of customising the view on the account page so that the contacts section shows the department field without having to click on each contact to see the result?
End of month invoicing - tracking sales orders
Hi there, 1. How do I determine at a glance if a Sales Order has been converted to an Invoice? (I know I can scroll down to see if there is an invoice attached the sales order, but this is not an efficient way to check) Can I create a view in the Sales Order tab that would show this? 2. At the end of the month, how do I easily and efficiently know which Invoices to print out and send? It's a very manual process and there is high chance of error (eg: forgetting to send an invoice, or sending invoice
how to add fields in Organisation settigs
I need to add some bank numbers and russian tax number of my organization to Organisation details to automate invoice making. How to do it?
How many people can be logged into one account at the same time?
Hello, i have just installed this onto a small business with 3 people will be using this account at the same time. Can there be 3 people logged into one user at the same time? or can you use more? Why would you pay for more users if everyone can use one user name and password? A quick reply would be good. Thanks
Naming a section
I added a section on the accounts page. On the set-up page, it appears as "Vendor Information". When I access an account page, that section shows up as "Account Information" so I end up with 2 Account Information sections. Shouldn't the info showing on the set-up page appear on the accounts page?
import leads error
Data Imported Successfully. No. of Records added: 0 No. of Records updated: 0 No. of Records ignored: 0 (Reason: Due to empty values for any of the mandatory fields) You can delete the recently imported records by using the Rollback option in Import History BUT NO LEADS IMPORTED!!!
Custom fields in standard edition
Hi It's my understanding you get 10 custom fields in the standard edition, but I only have 9 and it's telling me I've reached the limit. I have in the past deleted a custom field - could this be causing the issue? Any help appreciated. Thanks
Uploading Contacts and Segments
I have a list of contacts, with First Name, Last Name, Email, Company, Group [segment] in .csv format. I would like to import this list, and a contact can be a one or many groups. How can I upload the list so that I may be able to select the segments and send an email campaign to one or more segments?
Vendor login
Hi, How can I enable Vendors to log in and see ONLY their own products and associated records such as cases, activities, calls, etc? Thanks, David
Posting a webform to a Google Sites Website
Folks, I have heard that some users have been having trouble embedding a ZCRM webform in a Google Site. I had similar problems until I found a savvy Google Apps user who tipped me off on what to do. The problem is not with a ZCRM webform, it is in the way Google Sites handles the code in their gadgets. Here are the directions I followed to embed the form: Use ZCRM to create the code you want to paste into the webform. Copy the code to the clipboard or a separate document for use in the next steps.
Default Standard Profile DELETE all data of an Admin?
Zoho Team, The way I have my Zoho CRM set up is that all users roles can access anyones data (public/read/write). However the default standard profile allows users equppied with this profile to mass delete data. Does this mean if I assign a standard profile to someone they will be able to delete all data? I want everyone to access each others data, but I dont want standard profile users to be able to delete MASS data. Would the default standard profile work in this system? or do I have to create
More customization for the home page
I would like the ability to allow customization of the colors of each "cell" of information on the home page. This would allow me to color code different areas to bring greater attention to them. Also, I would like the ability to add more than 5 "cells".
Inserting Notes into a sales report
Is there a way to insert my last note in my Leads into a sales report? I can insert just about every other column except that one.
Types/Categories of Contacts
How to make types/categories of contacts? I want to categorize my contacts into several categories.
Where can I see upcoming actions for a lead with a time-based workflow?
Hi, Ive set Time Base Actions to send an email when a Lead is created/updated. When i go to the record detials, i cannot find Upcoming Actions in the Records Details Page. Where do i find this? Thanks Richard
Manager can't view Sales Rep leads
I have a Manager who is unable to view his Sales Reps leads. Yet, the Sales Reps can view each others leads. All are standard users. How do I correct the Managers settings to see all leads?
Manager can't view some Cases
I have a Manager that needs to view all Cases of a particular status, "Work Completed". She is unable to see some, able to see others. How do I create or edit a setting so she can view all Cases with this status?
Sync Zoho CRM with Zoho Reports
Hi, I'm trying to include more columns on "Account" table to be synchronized with Zoho Reports, but it shows an error message and don't save my changes. The message shown tells me that "an unexpected error occured during sync process. The error was registered and will be analysed" (something like this, but in portuguese) -> Erro inesperado durante o processo de sincronização. O erro foi registrado e será analisado. What could it be?
Missing Link
Hi, I have renamed the "Products" Module to "Property". When i click on a record, i cannot see the "Last Update : 2 days ago" link in the top right hand corner. I can see this link on all other modules. What am i missing?
Sort function not working for Created time
Our team just noticed that created time (in lead views) is not sorting properly. when will there be a fix for this
reports to French Excel
hello, when i export reports with amount in Excel, there is a problem with format of amount. The amout is separated with space and excel don't recognize cell as amout and can't make sum. Even if excel is configured with space the problem is always. Do you make try with a french Excel and correct this bug. Thanks
ZOHO XML submission issue in iframe
I'm successfully connecting the following form and send data to ZOHO account. http://www.lessonmatch.com/full-form/full-form.php When you Click on the "Get Free Lesson" button in home page http://www.lessonmatch.com/, it loads the same form using an iframe. But when you submit the form, you get the following error. 4600Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter. Please help me to fix this. Thanks in advance, Sam
Sales Order Daily Limit?
Hello, I imagine this isn't a very common issue, and as such I cannot find an answer. We book in inserts into our weekly newspapers. We have a limit of five available positions for booking for each paper. Is there a way this could be managed well. I have toyed with the idea of making multiple products with only a set amount for available stock. But this would mean I have to create a new product for each newspaper. This is lunacy because we have 5 newspapers a week. I don't want to constantly make
How to create / edit Label´s ?
Hello all, I'm new working whit zoho ( CRM ) and i have some problems trying configured it. So maybe you guys can help me here. I want to customize / change the name for the label inside leads but the only thing that it let me do, is change the Pick List Values. I have try to go the the help button but there they tell this : To edit custom fields Click Setup > Customization > Fields. Module refers to the Leads, Accounts, Contacts, etc. tabs. Select the module from the drop-down list. All the existing
Tracking merged duplicates
Is there a way to track duplicate leads that have been merged? My company has a very long sales cycle and, from a marketing perspective, it is very important to understand the frequency and quantity of leads entering the system multiple times. Merging the leads is necessary to provide accurate follow-up: however, it would be very beneficial if there was a way to measure merged duplicates. Thanks, Gabe
Can zoho do what I need? Enhancing customer relationship for a Gaming business
Hi, Currently the company I work with, which is a gaming virtual currency distributor, has a backoffice program that works really well with customers that came to the website, but I know for a fact that it lacks something in a community value, currently we have a lot of registered users but really lacking in leads prospecting, customer pre and post communication, and all those perks that makes a customer comes back and refer us to other people. I need to change that in the Country that I'm managing.
Is it possible to change a contact to a lead?
Hi all, i am relatively new to Zoho, so please forgive me if this is a silly question. Microsoft outlook zoho add on synchronizes my contacts to Zoho contacts, however some of those new contacts i would prefer to be leads. is there a way to move a contact to a lead? also when signed in to outlook, i have to sign in to zoho every time, is it possible to have zoho sign in automatically? Cheers Marcus
Major issue when viewing Contacts
I have never encountered this issue in the past but today i cannot seem to work around it. The problem is as follows: I click on my Contacts Tab which contains something like 111 records and select the option to display 50 records per page. I click to sort by Contact Name - Ascending. No problem there, the list sorts and displays. Now the issue. When I click to view page 2 (records 51-100) the entire list scrambles itself and does not display in any kind of order. If I click Contact and resort again
Problem with linking mail conversation together, mail magnet, CRM
Hi, I have started looking into integrating mail into out CRM but I have noticed that when I have a mail conversation with a lead our mails are not grouped as one conversation. I believe that it because the heading of the mail is changed a "Re:" is aded to the heading and sometimes "Sv:". Can this be fixed? It is very hard to follow a mail conversation as it it today. ( Or is my setup wrong? Roger
BCC Drop Box
Good afternoon, We have recently started to use the BCC Drop Box which has been useful. I do however have some questions. 1) If I have BCC'd Drop box it attaches no problem to the appropriate contact. If someone sends a response to that email the only way I can see of attaching this email is to save as a web page and attached it via the Attachment section which is not useful at all. Am I missing something? 2) If the above is not possible is this on a future roadmap? Regards Shauna McGill
Web to Lead Customization (please help)
hello i need you help on Web to Lead Customization 1) how do i take down Last name on fields , its defined as default and when you try to delete from fields that you want to be shown it wont let you take it down 2) how can i change the "save" button that is shown on site (site which i put the web to lead code) to "send" please help thx alot from ahead
Customizing Tasks and Events Report
Is there a way to add the Company to the Tasks and Events report? Contact Name is a option, but I don't see Company. The Contact Name is useful, but as the administrator, I usually don't know what organization the person is with. jd
Automation
I have the following requirement, please can you confirm if this can be done. I have setup a field in my contacts called 'Occupation Date' which is a date somewhere in the future of the contact been setup. Say for example, the Occupation Date is set for 1 November 2013, how can i automate the system so that it sends off an email template automatically when this date is reached? Thanks Richard
It says I have used all my storage, but cant find anything else to delete - how to I find if there was attachments connected to Accounts or Contacts as have 1000's?
It says I have used all my storage. I have emailed for assistance with NO response in over a week. Stopping me using the upload to email templates which are URGENT as wont let me upload more. Deleted all emails in zoho mail add on we purchased. There is only 5mb in email templates and cat search contacts or accounts to see if anything is attached. Pretty shitty system when it comes to storage - almost as though you want to make it impossible to find attachments and have to upgrade storage.
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