How to create a field
I would like to create a field to be added to all leads and to be viewed from the main lead page as a column. I would like this field to read "Last date contacted." Is this possible?
Adding contacts to the potentials report
Is there a way to add the "Contacts" field to the "Potentials Report?"
How do I make myself CEO?
I am the account owner for Zoho at my org/small biz. It has me as Manager, Administrator - I can edit others roles but cannot switch mine from Manager to CEO! I need in order to view Audit Logs of all employees.
Are there any ways of getting around the maximum number of customized currency fields.
I am defining new fields on the Transaction module and I need 5 additional fields. What can I do? Are there plans to add more fields in the future? Are there any temporary work-arounds?
Email Template Drop Down Box is Empty (Mass Email Screen)
The 'Email Template' Drop Down Box (on 'Mass Email' Screen) doesn't show my pre-designed email template for use with Mass Mailing. Drop Down Box only has "None' as a choice, even though template does exist. The template exists, and has been used to send emails one at a time, but not working when doing several pre-selected Contacts. Larry Rice
Contact Ownership for Outlook sync
I'd like to setup a public folder on our Exchange server which contains a read-only copy of all of our contacts. But so far, I haven't been able to find a way to sync anything but contacts belonging to the user doing the sync. Is there a way short of re-assigning owenership of everything to accomplish this? We have 4400+ contacts (and growing).
Contact info from website not importing into Zoho
Hey, I added the zoho HTML into my "contact us" page at mountainridgecapital.com but when I enter my own information in there, I do not show up as a new lead in zoho. I did edit a couple of the fields in the HTML ( I changed "Industry New" to just read "Industry" I also changed the title bar from "Web Form" to "Contact US" What can I do to collect my contacts data? Thanks, -Steven
Unified e-mail list
Hello, I have a suggestion that I'm sure will make the daily work with CRM easier. In a lead properties, there's the Emails section (my CRM is integrated with Zoho Email). Sometimes I send emails from within CRM and sometimes - from my Zoho email account. Both types of email show in the lead properties and that is great. What is not so great is that there are two separate lists of emails sent. You can switch between them using a dropdown menu at the top right of the section. However, when looking
Problems with Sent Mail
I have been using Google Apps mail and Zoho for months without problems. Recently however, with no change, I notice that not all my Sent emails are showing up in Zoho contacts/Leads. It is hard to tell what is different between the ones that do show and the ones that don't. It MIGHT be that ones I delete in Google Mail are not showing up, even though I have the IMAP setting to not delete the Zoho email. Any ideas where I should look?
How can I activate the standard contacts field "Date of Birth" also for Leads?
I want to use the standard field "Date of Birth" also for Leads, but if I try to add it as a custom field, an error appears. How can I also use this field in this case without creating a new custom field for leads with an other label/name?
Problem with CRM Plugin
I'm trying to deactivate ZOHO CRM Plugin for Microsoft Outlook. When I try to save I get the message "You cannot enable ZOHO CRM Plugin for Microsoft Outlook activation for a disabled user". First I'm not trying to activate, I'm trying to deactivate, secondly the user is not disabled! Who can help me? Rosy
Allow users to share data
Hello, I've been looking through the tutorials and the forum and I can't find a solution to my problem. I am using a trial professional account with 3 users. CEO and 2 sales representatives. The sales representatives have the same role in the hierarchy. I want them to be allowed to share contacts or accounts if they want to, but I don't want to use the default option to share all contacts and accounts. Only specific ones which they will work on together.
A change to task in Outlook severs the 'related to' link when re-sync'd with Zoho
We are using office 2007, and can replicate the problem readily. Has anyone seen this? Is there a fix? It basically makes the Outlook plugin unusable for us as syncing tasks was the main feature we were interested in.
Improving advanced search
"Advanced search" is too primitive! We need the ability to add a second criteria row connected by the operative "and" or "or" One should be able to search for (e.g.) 'Job wide' CONTAINS 'banker' and 'mailing country' CONTAINS 'France' OR 'Job wide' CONTAINS 'banker' and 'mailing country' CONTAINS 'Germany' You implemented the ability to do this in the Views: https://help.zoho.com/portal/en/community/topic/i-challenge-you-to-explain-how-to-enter-the-following-search-query#2266000002429325
How to change an already established pick list to a multiple pick list?
Anyone have a workaround for this? o=
Some missing when Exporting leads
Hello! Not all the leads in the list view export when using "export leads"? Is there some flag or category that I am not selecting to include them in the export function?
Increase the number of listed items in related list
Currently there is a limit of 10 Contacts showing in the related items list in Accounts. This makes it very easy to miss a particular hidden contact, for instance the 11th contact, as the employee does not know or forgets to click on the arrow to show the next page of items. What we need is to have this feature customizable, so that one can show 10, 12-15, or whatever number of contacts required. I imagine this to be useful for any of the records, not simply accounts and contacts. Can this be implemented
How can I change the fields on this contact view inside Account?
How can I change the fields on this contact view inside Account? I would like to remove Fax and add Tittle to this view. Thank you . Please see attach.
Alerts coming late
Good Morning, I set an event for one of my contacts. Within the event I requested a 'pop up' notification to alert me of the event an hour before it was to start. The 'pop up' did not occur. I had Zoho CRM open on my desk top at the time. Today, six days later and at the wrong time, the pop up occurred. It would be nice to be able to trust that the pop up notifications will take place when they are needed. What can we do to fix this? Thanks, -S
"Find" Formula Field Confusion
Hello, I am having trouble finding out what the "1" means in the "Find" formula field. Returns the nth occurrence of the text string. Find('string','search string',number) Find('greenery','n',1) returns 5 I understand why it returns "5", because "n" is the fifth letter in "greenery", but what is the "1" for? Alex O
Sample Inventory Templates : Quote
Dear Zoho CRM Users, Everyone needs Inventory Templates as per their business requirements.Here i have attached a few sample templates for Quotes.If you have different model of Inventory Template, Please share with other Zoho CRM Users. <TABLE style="PADDING-RIGHT: 20px; PADDING-LEFT: 20px; BACKGROUND: rgb(255,255,255) 0% 50%; PADDING-BOTTOM: 20px; PADDING-TOP: 20px; -moz-background-clip: -moz-initial; -moz-background-origin: -moz-initial; -moz-background-inline-policy: -moz-initial" cellSpacing=0
Reports
Hi, we designed a specific report that we have been using for a couple of years now and yesterday it did not show up. I got a message saying something like "No data available" . I changed my browser from Firefox to Safari and in Safari the report was available. Is there a problem with Firefox now ? We have been using this browser for years generating the same report and it was working just fine until yesterday. Thank you,
php error 4422
Hello, i use your PHP example "Fetch Records from the "Leads" Module" and i get error 4422:There is no data to show. And if i paste into the browser the link with token,scope and selected columns everything is ok.
Sync event to google calendar
Hello One question, if i make an new event to an account in Zoho CRM, is since ok! Now the event is synchronized with google calender, in google calendar i see the event and also the description of the event but i do not see the account? How can I change this? Thanks for answers, Rolf
Importing data from Creator into CRM
I helped a client setup Creator for their client information. Their needs have evolved and it looks like the CRM will be a better solution. How do I import the data to CRM? thanks
I want you to improve（KAIZEN）ONE MORE TIME. {I want you automatically to calculate a consumption tax of estimate(invoice).}
Hallo, I use CRM for 4 years in JAPAN. I may continue appealing for some time all the time. When I make a written estimate(invoice), I cannot calculate a consumption tax automatically. I have sometimes suffered a loss. Please I want you automatically to calculate a consumption tax of estimate(invoice).!! I want to improve one more. I want to replace item!(Like a zoho invoice.) When I want to insert an item,I must delete under the item. I want you to do something about that. I love zoho!!
I Have no convert button to change lead or oppotunity into customer
Hi I have searched everywhere there is no convert button
¿Limits importing data to Zoho CRM?
Hello, I am new here. I have a big doubt. I'll try to explain it in English (I am a Spanish user). I have the FREE CRM (we are only 3 people). We make phone calls, so the number of contacts we need is unending. Up to now, we have imported/exported around 3000 numbers (we have around 600 always online). Today, making my usual import processus, the following note appeared: LO LAMENTAMOS, HA LLEGADO AL LÍMITE MÁXIMO DE SU EDICIÓN ACTUAL Translation: SORRY, YOU REACHED MAXIMUM LIMIT IN YOUR CURRENT EDITION
Sales Pipeline status by month repoirt
I would like to take each unique potential Company Name / Potential Name and show the stage status at every month end or lase Monday of every month How can I do this? Thanks
Report Parameter question
I need to get a report showing the stages of each active potential for a weeks time period So for as of 5/27/13 I need to see what the status of all my accounts were on this day. Do I have the correct parameters If I use an advanced range of 05/21/13 to 5/27/13 I do not get all the accounts. when I use 01/01/13 to 05/27/13 some accounts do not appear on my report. I would also like to run this for a specific time period on any given day. I was told the only way this can work is if I run the report
Pop up reminders on Closed or Completed Tasks
Hi there, As part of our processes we like to follow up on a closed task, to ensure someone has receipt of something we've sent. I have noticed that Pop-Up Reminders do not work on Tasks that have been 'Completed' or 'Closed'. Can you confirm this is the case? Is it possible for a reminder to be set on a 'Closed' Task?
reposting question not answered
BC dropbox in Zoho CRM • Using Zoho CRM Plugins • 7 days ago Hi! we are using outlook 2007 and 2010... is there a way to tell outllok to automatically bbc zoho's email address so that it doesn't need to be done automatically? (can we have exceptions) Thanks
workflows- bad translation?
HI, We need to set workflow rules acording to products on sales orders. we've seen an option that says "descripción del producto" (product description)... what field does it relates to? can we not use product id or select the product from a list? how can we best achive our goal? (basically each product sold creates diferent tasks to diferent people and we need to automate this) this is critical for us Thanks a lot
"Cannot download the Microsoft Word mail merge template" ----- Tried everything, no solution that fixes permanently!!
Hello, I keep getting the message: "Cannot download the Microsoft Word mail merge template. It is being used by another application or program. Close the template and try again" I get this message when I try to do a mail merge. I tried everything to solve the issue listed on your page that details 'common error messages' and the only solution is when I delete mmtemplate.docx, but once I delete this, it only works once, then the second time it stops working immediately. I have checked task manager,
taxes (Important)
I have taxes well configured (checked that tax were applied, that had a name and a % value) but they do not appear on quotes (also checked that the correct fields were there) What happens? Thanks
Web to Lead - Group Notification
Hi All, Hope you are well, need some help with creating a mass notification when a web lead is created. We have different products that can be selected on the web lead form - depending on what product is selected I would like to notify a specific group of sales people that a new lead has been created. This will then enforce the Sales People to quickly access the web lead, approve it and then update its status - and lead owner to themselves. How would one do this, considering we running the professional
web to contact email notification suddently displaying HTML code.
HI, We setup a web to contact form some time back which sends an email notification to the record owner when somebody submits to it. In the last few days the received emails have started to show html code above and below the details in the email.. see below. Any ideas? <meta http-equiv="Content-Type" content="text/html; charset=windows-1252"><meta name="GENERATOR" content="Microsoft FrontPage 4.0"><meta name="ProgId" content="FrontPage.Editor.Document"><body style="color:#666;"><table style="width: 700px;"><td style="vertical-align: top; text-align: left; height: 200px;"><font face="Arial,Geneva,Helvetica,Swiss,SunSans-Regular" size="2"><table width='700' border='0' align="center" cellpadding='0' cellspacing='0' style="border-bottom: 2px groove #666; background-color: rgb(255, 255, 255); height: 70px;"><td nowrap>
ALL EMAILS HAVE ERRORS!!!!!!
All of our emails are coming up as HTML code or as plain text ignoring all formatting. Everything has been working fine up until this morning. Please advise ASAP
First name field in contacts
After I imported some contacts into Zoho CRM, the first name field became a drop-down list. Does anyone know how I can revert that back to its original settings? Thank You! Joe
Emails sent via Zoho CRM not visible in contact details
Hello, last week we used Zoho CRM in order to send multiple emails to the contacts from particular view. We ticked multiple contacts (not more than 10), chose a template, then got the information that these emails were sent, yet, there's no information about it in any of the contacts' accounts. Why might it have happened? Does this mean that these emails didn't reach recipients? How should we make it work? Thanks for any help in advance. Best regards, Elling
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