Lead/Prospect Report by status of prospect
I'm trying to generate a report which would show each salesperson's current active leads/prospect and which would show the history of "moves" made on them. We may not be saving the information for the prospects in a manner which allows us to do this properly. (Zoho was implemented a bit chaotically in our company)
Finding Leads w/o Open Activities
Is there a way to create a query to answer the question? "Show me all the active leads I have created that don't have a task associated with them." Thank you, Jonathan
other language unwanted
I changed my language option. i.e. Setup ---> Personal Settings ---> Account Information ---> Edit ---> Change the language ---> Save. but It showing Korean
Language
Some of my screens have started coming up in German - why - I have checked my language setting and it is English - it doesn;t happen on all screens - just intermittant ones David Bosomworth
Feature Request: Checkbox to automatically Complete a task
I am a newcommer. I find ZOHO to be cumbersome when completing tasks. If the task is a phone call for example, I have to: 1) Open the task details, 2) Edit its Status 3) Select Complete 4) Hit Save 5) Go back to the Account or Potential 6) Log a call. Suggestion 1: Have a checkbox next to the task when in list form. Checking the box would automatically change the task's status to: Complete. The user can always edit to set it to some other state. Suggestion 2: Allow user to "Log a Call" or
Report on Emails created no longer works
Hi, As of December 31st, 2015 our reports on emailed created no longer functions. The email source is typically an outlook plugin. I can see the email if I search them manually but cannot pull them via the report. What has changed, why doesn't this work anymore.
Leads View- multiple Google Adwords Conversion Export
There are multiple instances of "Google Adwords Conversion Export" in the Leads view dropdown. How do I get rid of these? See the attached screenshot for additional detail.
Web Forms
The user manual instructions say to go here to begin building a web form: Setup > Website Integration > Web Forms However, I don't see this menu anywhere? What page is this on?
Can't add a new user
The role name lookup doesn't work. So I cant add a new user
I cannot add a new user
Pop Blocker is deactivated and role name lookup will not come up. Please advise
Cant delete leads, contacts or attachments in Zoho CRM
Cant delete leads, contacts or attachments in Zoho CRM
10 free users
while login into main screen there is pop for 10 free users can you please let us know what is that.
Capture the URL a Zoho CRM Web Form is submitted from
How can I capture the URL a Zoho CRM Web Form is submitted from? I use the same form on multiple pages and need to know from which page the form was completed on. How can I add this to the source code embedded on my website?
CRM Plus Issues
I have a number of issues after upgrading to CRM Plus and still discovered more over the last 48 hours and not seeing anyone on live chat over this period (maybe they blocked me?) and no response to two issues reported 48 hours ago as well, not even an acknowledgement. Put these together with two issues identified prior to upgrade and Zoho confirming it is an issue at their end but two months and no fix. This really concerns us right now, and when I posted to messaged to twitter @zohocares no response.
Chat support
Hi, what happen to my chat support! It seems is not an option anymore in the help menu!
Account layout
How do you remove/add fields that appear for contacts when on the account level?
Zoho CRM Email lag
I sent a message well over an hour ago and it has still not be received by. I sent it using Zoho CRM.
MS Word issue
I am trying to streamline's a clients proposal production. They are using MS Word and when I merge a document it always brings up 2 screens, one with the pre-merged doc and one with the post merge doc. Is there a way to prevent the pre merged doc from appearing? Lanny Brown ZOHO Partner
impossible to import contacts - "Authorization refused, the record belongs to another user"
Hi, Any idea on how to solve this bug ? I created the account and started to import data but then I get the following error code and nothing is imported impossible to import contacts - "Authorization refused, the record belongs to another user"
Email automation for case fields
We use the Case module in CRM as work order tickets. We have set various auto generated emails triggers to both users, and contacts or account names. as a user, I was getting the notices until about 2 weeks ago, and then they suddenly stopped. There are 5 or 6 automation rules I am on as the administrator, and I don't get ANY of them but everyone else seems to be working fine. My email is still correct in user profile settings, and I checked my spam and junk email folders on our outlook exchange
Zoho CRM API - Insert/get Product record
Is there a insert/get record method available for product record. I could not see anything in the API guide. We need this as our customer wants to create a new product via their website and then be able to create a sale for the new product to a CRM account. I am guessing to do this we will need to insert a product record then get the product id generated for that record to link to a sales order - is this correct? Thanks in advance Penny
Adding a "continuous note record" when somebody goes into Edit the leads .
Is there a way to add a "continuous note record" when somebody goes into Edit the leads .. Something Very similar to the Sales Order ... where you can just keep adding "Invoice Detail Lines" to the Sales orders Or do I have to make custom modules for the leads and the notes? or it cant be done THANKS in Advance .. Joe Example EDIT Leads --------------------------------------------------------------------------------------------------------------------- Joe Smith Address City NoteID NoteDate
add a trainer to a course
hi we're a training company and want to add trainers as a field so we can search what trainers have delivered courses for us. Any ideas on how best we can do this - presently crm plus, book, project and recruit user. Thanks
how do I link a contact name in an account field to the actual contact in contacts?
I have been instructed not to create an account until there is a sale, I have contacts that are pretty close to becoming accounts, I have accounts that should be linked to certain contacts, how can I link the contact field in my accounts to the contact that already exist?
Zoho Mail link in Zoho CRM
Hi I have Zoho CRM and want to add a link from Zoho Mail in the menu bar at the top of the control panel so I can keep everything in one place. I know this is possible from one of the video's but don't know how to add it. Any ideas? Regards Darren
Zoho Update
Has Zoho just been updated, this seems to suggest yes but see no differenceshttps://www.zoho.com/news/zoho-rolls-out-major-update-to-zoho-crm.html
different types of plan in the same org
Hi, is it possible to use zoho crm different plan in the same organisation? like some users use professional plan and other use the standard plan. Thx
Quickbooks online
Hi, Will Zoho integrate with the online version of QB? With Kind Regards, Ray
Importing Accounts with Contacts.
I have a list of current customers with names and company information in XL format. I'd like to import them into accounts with the corresponding contacts. How do I go about doing this?
How admin allow view access to all his leads to all subordinates?
How admin can allow view access to his leads to all subordinates? So, if subordinates searches any leads he can see that lead's owner is admin.
This same email address for user
we will create new user with "old" email address and receive error: This Email address is already taken. Specify a different Email address for the user. but we need this same email adress for correct communication with customers. how we can create new user?
Auto-duplicate function
Wouldn't it be great if upon entering a lead, the system would automatically check and find duplicates, asking "are you sure?" or something to that effect?
Sharing Module Information
Is there a way when building a view, say in "Contacts", to use fields from say "Accounts"? So, let's say I want to simply include the "Account Type" in the "Accounts Module" in the "Contacts View".
Features that need to be included
The list of All activities, under the activities tab should include account name. also PLEASE include reminders in the view and any other related lists. I do not use due dates at all, for me reminders are really important i need to be able to see when i will need to call it in advance.
Export events to Google Calendar not working
Hi, The ability to export events to Google Calendars stopped working on Thursday. It was working fine but now when I try to export anything, the screen just goes grey and nothing happens. Has there been a change to either Google Calendars or the Zoho Export functionality? Thank you
Email templates
I am setting up an email template and would like to have our company logo included. I upload the logo and put it in position but when I send the email the logo increases in size. Can you please tell me what I am doing wrong?
Invalid Ticket Id
I'm a new Zoho developer trying to call the CRM API. I've followed your example by substituting Contacts instead of Leads (which we don't use yet) and adjusting the column names. My code in java is below. I've found some other tickets like this, and I have tried: - generating a new Zoho Service Communication (ZSC) Key - copying the token from https://accounts.zoho.com/u/h#sessions/userauthtoken (which does not match the ZSC) But no matter what token I try I get the same error: 4834 "Invalid Ticket
Enhancements in Zoho Projects Integration with Zoho CRM
Project Management Software such as Zoho Projects helps you plan, delegate and manage your tasks efficiently. When this tool is integrated with a CRM system, the result you get is an efficient project management system with a focus on the customer. It is with this objective that we have enhanced the integration between Zoho Projects and Zoho CRM. You can now view, create, associate and manage projects related to your customer, all from within Zoho CRM. Following is an overview of these enhancements.
Zoho CRM Calendar Caldav
Hi, Im trying to sync my phone calendar with zoho crm calendar to that end I am trying to utilise the caldav however the address calendar.zohocrm.com is not being recognised by anything thus far.
Data Sharing Settings
Under Users & Permissions > Data Sharing Settings, I set the data sharing settings to Private. 1) I guess this means that every sales rep can only see and report on the data (leads, accounts, potentials etc.) that belong to them. Correct? 2) As a Super Admin can I still see all the data for all users and also be able to report on that data in the application? CV cv@gorillaexpense.com
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