Trying to Add a new field
Hi, I'm a new user of ZoHo CRM and in the modules list (& in help) it shows me this; but the 'New Custom Field' does not appear. In fact it does not appear in any of the module lists. How do I add a new Field?
Basic System Fixes
A required system up-date that should be available is the following: When using a data base list such as “Leads”, and for example, you have 5000 Leads in the list. I would like to be able to do a few things with the list for speed. 1. I would like to be able to show more than 100 Leads per page. In fact I would like to be able to show the whole list and be able to scroll up and down to any Lead number. 2. At the bottom right of each page as it is currently configured, you only have one
How to filter/sort by last email sent?
Hi folks, the Zoho support people have told me that it's not possible to have the last activity time for contacts reflect mass or multiple emails. This seems quite odd, but I'm getting used to strangeness with Zoho. What I'm wondering is how other users keep track of contacts who HAVE been emailed versus those who you have not yet sent emails to. Currently I am having to manually open each contact to see the last email date, which is very cumbersome. Does anyone have workarounds or suggestions I
How do I prevent cloning of records?
We're using the Sales Order module to drive a lot of the functionality we want. As part of this, we've internally configured business processes to include approvals by certain levels in the organization hierarchy. These approvals are driven by fields stored in Zoho CRM. These fields can only be edited by some profiles using field-level security. This process works well for a normal Sales Order. However, if a regular user is allowed to clone this Sales Order, then the approvals that were put in place
Zoho CRM Campaigns
Hola: Me podría alguien explicar y resumir un poco para que sirve la pestaña de Campaña en Zoho CRM. ¿Para que nos sirve?, ¿Que funciones se pueden realizar?. Y ¿cual seria la diferencia entre Zoho CRM la pestaña Campaña, y, Zoho Campaigns? De antemano muchas gracias.
Email Attachments Using Up CRM Storage
Hi there, We use email templates to send emails to our clients at various points in the relationship but we attach custom PDFs to each email. I believe those attachments are chewing up our CRM account storage and we've now hit our limit. I don't necessarily want to keep those documents (we keep them outside of Zoho in Google Docs) but I can't figure out how to go and mass delete some of those attachments to reduce our storage usage back down. I'd still like to keep the body of the email recorded
Modifying a Label Field
Dear All, I cannot succeed in modifying the label of a field I already created. What can I do ? Thanks a lot for your help Laure
Open email window from search
Hi, After doing i search in Zoho CRM i suggest to add the option to directly email the contact. This could be either a button like the "edit" and "delete" buttons or by simply making the email address an active link (which should then open in the email pop up window). Thx Bo Thygesen
Customise Web to Lead form
Hi, I want to set up a number of different forms on my website to get web to lead forms. is there some way to set default styling to the forms. I can only edit the code each time a new form is created edited. You help would be really appreciated. Kieran
e-mail Alert Dropdown Option not showing any e-mail alerts created!
Hi All, I'm busy creating a workflow rule to notify a "lead Owner" when a check box = "True" that he/she has a new lead loaded against their name. So you go through the process of creating the workflow rule, and then you are like OMG - I have not created a e-mail alert, at this stage you realize you will probably need to recreate your workflow rule once you have finished creating your e-mail alert. (so you go ahead and do that) But when you then try to create a workflow rule associated to the
sending sms in spain
Hi, Can need to be able to send sms to our clients. do we need to use campaings or we can do it with crm. it'd be great to have it on both. how can we configure that. Thanks a lot
? CRM, oben activitis...
hello mi name is Lasse,, I would like do now why my closed tasks are comming up on "my open tasks"?
Custom Fields in iPhone App?
Is there any way to get custom contact fields (added on the web app) included in the contact view of the iPhone (or iPad) app? I've added some fairly essential fields which don't seem to show up on the iPhone which makes it kind of useless for me. Thanks, Chris
When Deactivating a User, what happens to the leads
I need to deactivate one of my users, but I want to find out what happens to the reps leads once I deactivate the user? Will I still be able to access the leads that were listed under that owner or do I have to change owners first then deactivate the account?
Zoho CRM attachments security
If I attach a Google Doc into a crm record does Zoho CRM respect the security settings of that attachment? Meaning if I have a user in Zoho CRM and in Google Apps and the user is unable to view a doc in Google Apps will CRM abide by that or will they be able to see attachment in CRM? Is there a way to give a user access to an Account record but not attachments within that record?
Invoice Integration from ERP to Zoho CRM
I need help... I need to get my invoices uploaded daily to Zoho CRM. We can put our data into any format, we can deal with any mapping issues. But I can't seem to figure out how to do this... any help out there? Trying to get this implemented soon...
Leads, Contacts and Accounts
I am using CRM to track communications with various professional firms. I have a list of approx. 500 firms and 4,000 individuals within those firms. What I want to do is as follows but I don't think Zoho CRM will do this. Import all 500 firms as accounts. Import all 4,000 individuals as leads. When I go into the Account, I would like to be able to see all the leads that related to the account (the same way all the contacts show up). This is where I don't think Zoho CRM will accommodate. I will
Custom Integer Fields Starting with zero?
We've created a custom integer field in our Accounts tab to track unit numbers, but some of our unit numbers begin with zero and Zoho is dropping that zero upon saving. What type of field can we create that will keep the first integer intact even if it is a zero? Thanks,
How do you update the feild layout on the Account Level?
Question: How do you add a field to be displayed on the Account level? For example1: When reviewing contacts listed on the account level, how can I add the contact title field? For example2: How can I add Call Purpose to be viewed in activities?
ZoHo plug in for MS Outlook
I have downloaded the ZoHo Plug-In for MS Outlook and am trying to enable it for our users. 1. Click Setup > Subscription Manager > Activate Users. 2. In the Activate Users page, click Edit and enable Zoho CRM Plug-in for Microsoft Outlook checkbox for the required users. The Zoho CRM Plug-In for Microsoft Outlook is not showing up in the Activate User page as an option. Please help.
Custom View filter by date
Hi, What I am looking for is quite simple. I have a custom Date field : "Next follow-up date" I want to create a custom view that would contain all the records for which Next follow-up date is either today or before. Please suggest.
Options on Create Button
Can the list of options when the Create button is pressed be edited. I've used web tabs to add views and forms from Creator apps but I'd prefer just to have the views on the navigation bars and be able to bring up a form in the same way as I would create a new account.
Change "Leads" label to "Donors"?
We are a nonprofit and would like to change the general term "Leads" to "Donors" (or something else). Is this possible?
Created Time Field on Quote Screen
Hi, The Created Time is tracked, but I can't seem to display it in the layout of the fields for Quotes. Is there a way this can be displayed? As far as I can see there are numerous fields which cannot be displayed from this screen, but can be used in reports and search layouts. Can you let me know if this is possible, or if it isn't, can you please tell me why and let me know if it will be possible? Thanks, Adam.
Tabs on leads section, are the customizable?
Hello All, When I am entering my leads (or accounts, or contacts for that matter), there are 3 or 4 colums automatically there, such as "company" and "email address" and "phone number" however-- how can I get 'Country' up there? Without being able to add this column I may have to quit Zoho and move to a new CRM (I have the entrepreneurial 3 person free trial version) Thanks in advance for the quickest response posssible! Regards, Jessica
Is subscription free?
I've just signed up to ZOHO, it says my 15 day trial has begun but I was told it was free for 1-3 users on the same account, could someone confirm whether this is correct or not? Much appreciated, Catherine.
Insufficient Privileges to perform this operation only when sending mail with $(Current.User.Email)
I run my current Zoho CRM with an administrator account with full rights. When I send an individual email using a template to a Contact, it works correctly. When I try to send an individual email using a template to a Contact but I try to change the email sender, it no longer works, I get the well known error message : Insufficient Privileges to perform this operation. Contact your Administrator. Does anybody know what I am doing wrong ? Thanks, Jérémie
Filter Contacts using Account Info
I have a custom field in Accounts that describes the account type. For example: Vendor or Customer. Each Contact is associated with an Account. How do I create a Contact View to only show those Contacts that are associated with a certain Account Type? For example to show all my Contacts that are Customers so I can send a mass email.
Zoho CRM Formula
I need help with a formula. I am paying people to enter leads into my Zoho CRM. They get paid based on how much information that they provide. For example, if they enter the Leads First Name , last name and Property address, they get $3. If they ALSO add Phone Number, Reason for selling, they get $5. Is there a way to write a formula for Zoho CRM that will recongnize which fields have been completed, and automatically generate a dollar amount that is owed based on the number of fields that are
My form won't create a lead or send the automated email?
I've created two forms according to the instructions. But when I fill in the fields to test it and hit Save, it goes to the next page but I can't find the new Lead details that should have been created and I don't receive and email? I even just made a form with first name, last name and email, and it won't work from the get go? What gives?
cant post values on the fields under leads
there are only 3 filed that we can post values under leads module, how can we fix this?
New custom field error
Hi, we are Zoho CRM user, im trying to make a new custom field in potentials, custom type i'm selecting is string and it gives me following error For the String type custom fields (which includes Text, Pick list, Multi-select Pick list, Email, Phone and URL fields) you can create a maximum of 50 fields for Potentials. i have created custom form with custom field and i need this to make other new fields. can someone guide me how i can get rid of this error? thanks Swapnil
How to access Vendors on the Mobile App
I downloaded the ZOHO CRM app on my iphone. But the app doesn't display the vendors. How can I access vendors on my phone? Thanks!
New Drop Down Menu is too short!
Zoho - You recently made modifications to "improve" the look and feel of the CRM UI, however the shortening of the drop down menu's in the LISTS section, is horrible. Please revert back to the style that would put the name of the list on ONE LINE The new style (see screen shot) is extremely confusing and does not promote better productivity, in fact it slows down usage, is extremely hard to read (especially when we have over 100+ list names). Which list is easier for you to read in this example...
Problems with potentials
When trying to enter a potential for an account, the revenue space will not allow any number to be entered, and the potential won't get saved.
Multi-table formula fields
In managing thousands of leads, it is extremely helpful to us if we can have fields in the leads list that display such things as the number of calls we have made to a lead; or conversely to have fields in the actions list that display lead information such as company size. This makes it easy to prioritize the action list (e.g., mass update the SMBs to high priority), or to take appropriate further actions (change the lead status after X calls have been unsuccessfully attempted). Is there any way
Adding more Custom Fields
Hi, I have a few questions: Is it possible to add User.Role (something like ${User.Role}) custom field? Is it possible to add some kind of a custom picture for each user (for example an image of a person's hand-written signature)? Is it possible to add User.Signature custom field which will contain data from the user's Signature field? Looking forward for your help.
Custom Field
I want to create a custom field called "expected revenue this fiscal year" which would look at the Amount of the potential and look at the closing date and calculate out by number of months left in the year the revenue for current fiscal year.
New Layout in CRM - Dropdown Menu too short
Hello Zoho! With the recent updates you (Zoho) made to the layout, you accidentally made the drop down menu too short. Please lengthen it so that the full name of the lists we create are on ONE LINE. It is visually confusing to jump to a new list with the crammed, word-wrap style it currently has. Previous Easy to View Version (See Example below...) Clients with Red Hair Clients with Blond Hair Clients with Black Hair Clients with No Hair Red Hair - Zip 90210 Red Hair - Zip 90216 New Confusing Version
Are Inventory Assemblies Possible?
Am I missing how to create an assembly from established products in Zoho CRM? This would seem like a very basic function, but for the life of me I can't figure it out.
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