Bulk Importing not working
The bulk import function is not working properly. I upload a file and it states that I can only import 1 row at a time? Is this because I'm using the "free" version?
line colour between completed tasks
Hi All I wondered if it was possible to increase the colour between completed tasks, from the light grey to something darker. i can see the line on my mac, but those using a windows machine, are struggling and each task/completed call looks like it is one long text
Pipeline by Probability
Hi, When I try to run this report I get an error saying 'please enter a valid field label in the row 1' Please can someone advise what this means and how I go about fixing this? I need to create a report showing the probability that is shown in the stage field depending on which stage is selected. I have also looked at the Pipeline by stage report but is shows all potentials as 0% probability and I can't understand why! Please advise. Many thanks
Search using Alphabet
Can I change the set up so that when I click the Alphabet letters to bring up all leads beginning with a certain letter, it brings up the name of the company beginning with that letter. e.g., searching for Microsoft, click on M. At the moment, if I click on M, I get all lead contacts (Margie, Mary and Maurice) who's name begins with M, from lots of different companies.
Creating Usable Data Views from related records
Is there away to create views of contacts using the related data like opportunities or completed activities? eg. I want a view of all contacts who have a certain type of opportunity which was lost or is at a certain stage. This can be for any related records such as closed activities, pending activities etc - main aim is I want a view of contacts which i then can sync with campaigns for example - or I can call easily.
email verification
Is there a way to receive an email to notify me that a form has been submitted? Sean
Mass Email - failed delivery notification not working !
Hi Zoho Support team, I have 2 installations in Zoho. One is a 5-user Old Professional and another is 1-user New Professional (just installed 2 days back). I will be slowly migrating all 5 users from Old Professional to New Professional once I have worked out and understood all the features of the New Professional version. I have over 10000 leads in my database (accumulated over 16 years of business). I think over 50% of those emails are working. Others are not. When I send emails using the Mass
Reporting on potentials under a PARENT account
Hi I have a client who has a chain of restaurants and have set each restaurant up as an account each pointing to the group account using the parent account field. What I can not seem to be able to do is to build a report showing all potentials for a given parent account, i.e so head office can see a group wide image of the activity in their business. I would assume that this can be done the question is how? I have tried a potential/ account report and it does not seem to work. I look forward to some
How to associate several contacts to a prospect account ?
Hi, When creating a new contact, I can only select/associate a customer name, not a prospect one. How can I create several contacts related to the same prospect account, without creating several times the same prospect account ? Many thanks for your answers, Catherine
No styles web form version
HI There We want to embed a series of forms into our WordPress site and have the form adopt the existing CSS from the Theme. Various styles seem to come with the form embed code no questions asked - ie. font-family, width, color:black etc. Is there a way to grab a completely style-less version of the form code so we can either style at will or have it automatically use the WordPress theme styles? Thanks, Ben
Card Reader
On an iPhone I'm not seeing the ability to add a dash to a phone number
trail 15 days professional can use call log on iphone and can I set up workflow ?
trail 15 days professional can use call log on iphone and can I set up workflow ?
Assigning email to Accounts
Is there a way to assign email to an account and the contacts assigned to it? In our industry many users move between companies, but the emails they send are relevant to there company not the contact?
A document loaded into a Potential
We are uploading our proposals into the Potential file, however we cant open it! Shouldn't there be a way to open the file to review it? If not then what is the point to uploading it?
Can I use one Zoho account but have two "separate" contact / account lists
Trying to figure this out. I am planning on importing a ton of individual contacts but I would like to know if they can be separated from the accounts and contacts I already have. Is it possible to somehow "flag" a list of accounts / contacts and only use one or the other?
Salesmen's activity every day
I am wondering if someone can help me keep an eye on every piece of activity that is altered or entered into Zoho each day for each salesman I have. Then I am wondering if I can set up a schedule to email me that report each morning to look at the previous days work that was completed. Can someone please help me with this. Thanks, Jason
Is there a list of "mandatory fields"?
I am trying to import Leads, Contacts in CRM and it seems to be disregarding quite a few (171 on one list) because it doesn't contain information in the "mandatory fields". I see there is a red asterisk by "required fields" but I have the required fields mapped. Therefore I am uncertain what it is asking.
Sort Contacts when in Mass email module
Sort Contacts when in Mass email module
Importing From Excel
I have imported around 2000 accounts into Zoho. I'm trying to import an additional 1000 but for whatever reason I keep on getting the following message "File should not contain more than 126 rows." . The reason that i signed up was to test out the CRM to see if it will be useful for me. Does anyone ahve any suggestions on how to continue to add accounts. Take Care,
Task Descrption Formatting
Hello, Does anyone know how to keep tasks description formatting instead of bunching everything together. I would like the description formatting( paragraph grouping (1) ) to apply to to the description in the second view (2) Any help is appreciated
Notes updates for Accounts and Contacts using Google Browser
I seem to be having a problem when trying to enter a new note for a Contact or Account where the note doesn't appear to save. This problem seems to be associated with my Google Browser (my default browser). When I go into IE8 the problem does not exist. It also show that although it appears that I am not saving the note in Google it is actually being saved as I have multiple entries with the same note.
Email tracking on tablet version?
Hi, I can't see if this has been asked before, apologies if it has. I use Zoho CRM on my laptop (Windows) and the tablet version t.zoho.com on my iPad. On the laptop version all my outgoing emails are tracked in the relevant contact's records. But that doesn't seem to be the case when I view that same contact on the tablet version. Am I missing something, or is this simply a feature that doesn't exist on the tablet version? Thanks David
Zoho Outlook app syncing issues
I'm having a lot of difficulty to get contacts and emails to sync properly. It seems that any external contacts/emails sync easily, but anything from within the company will not sync at all. This is a huge problem and is greatly discouraging me from recommending this CRM for company use.
Eroneous information in new potential
I have a report which looks at which promotions have been purchased. I search and filter on a custom field named “Promotion Purchased” which has a pick list. The search criteria is “Promotion Purchased Cannot be Empty.” The problem I am having is if a “Promotion Purchased” is in an Account’s record any potential created for that account is showing up in the report even though the potential does not have anything entered in the “Promotion Purchased” field.
Validate fields on modules in zoho crm
Validation can be done on Standard Modules in zoho crm ? Is that possible ? If so, how?
Recent Activities
How can I set up a "recent activities" component on my home page? I would like to see which leads / accounts etc. that I recently viewed &/or altered.
Is it possible to schedule data exports from Zoho CRM
Hi there, I'm interested in setting up scheduled exports of data from specific modules in CRM, namely Contacts, Accounts and Potentials. I can manually export all of the data I need, but I'd like to be able to automate the process to occur on say, a daily/weekly basis. Is there any way to make this happen? One thought I had was to create a Report containing all of the data I require and setting up a scheduler, but fields such as Account ID, Contact ID etc. are not included in reports, and I need
How do we link Zoho to our own webmail?
Hi there - we are Zoho Novices so this may be a simple thing... We are now sending emails out via ZOHO directly to contacts etc however the emails do not show in sent items... How do we link the two?
task priority by color
Hi all ... In Zoho CRM on the homepage you've got several components. One of them is the "open tasks" component. I was thinking, is it possible to use some color labels, backgrounds, ... to identify the several priority levels. Like red for "urgent" tasks, green for low priority tasks, ... . It would be great if you could choose a color when configuring the several priorities for tasks. Just my 2 cents :) Cheers, Johan.
How to Identify which accounts have more than one contact
Hi Is there a report or a view that i can create that will identify which accounts have more than one contact, as i need to select a tick box i created to highlight who is the MAIN CONTACT. Thanks
Engagement Management tool or app
I am a consultant (career and leadership coach) that sells B2B and B2B services. Following completing the Zoho CRM sales process application, does Zoho have or could develop a simple add-on project/engagement management tool that would help drive and document the one-on-one consultative process, simpler than the Zoho the project management tool does which appears to be far more involved or complicated than I require. Rex
Simple Engagement / Project Managment
I am a leadership and career coach. Okay, so I have used Zoho CRM to sell my service and I now want to set up an integrated way to manage my consultative process. Now post sale, what (other than Zoho Project Management tool or solution) can I use that integrates with Zoho CRM. The Zoho Project Management tool seems far to detailed and complicated for my needs. Rex
How do I add a campaign?
How do I add a campaign in ZohoCRM? I'm using the free version and I do not see the option to add a campaign that I see in so many of the training videos I've been watching. Are campaigns not available in the free version? Thanks in advance for any help you all can provide
When I close a potential will the documentation be saved to the contact? How do I do this...
Thanks
Where i can change my invoice information?
My monthly invoice has the wrong information of my company. where i can edit it?
Zoho CRM on IPAD
I use CRM on the Ipad but none of the Notes synchronise from the server to the Ipad any ideas? Notes from the Ipad go back to the server without problems,
Duplicated Items in Reports
I created a custom report in Zoho CRM for Potentials, but it duplicates the same potential line with the information 2, 3 or 4 times. I tried to reload the report but the problem is still happening.
More than 50 rows in a table
Hi I am displaying a report of my sales to date in my dashboard via a table. However, the table only displays 50 rows which isn't giving me all the sales. Is there a way to change this so I can display all my sales in the table in dashboard as well as in the reports area Thanks Daryl
for free?
Is de aplication realy free or is it only for 30 days? and what should i pay then?
task reminder emails
Hi all, I'm not always receiving the above. Is there a glitch with this?
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