Cannot See All Fields for a Lead
I uploaded my list and all the fields are mapped. But I can't see all the information for each lead. For example, Title, State, Website etc. do not appear. Only Name Company, Email and Phone.
Zoho Invoice use if I already have ZOHO CRM?
I have an account in Zoho CRM, which I pay every month, in order to use Zoho Invoice do I need to pay extra or the monthly CRM can cover invoices and other features of ZOHO?
How to: Change skype parameter in lead dataset to tel
Hello, is it possible to change the Skype-functionality in the Lead and Contacts datasets? At the of the phone number zoho adds "?call" which make the calling functionality useless if you are using a VoIP client instead of Skype. Can this "?call" parameter be deleted in the template? Thanks for your help and excuse my bad english.
How can I give my web developer user permission to credit web forms & other web site related intergration
I want to be able to give my web developer permission to create web forms for our website so it'll post directly into our CRM. Is there a way I can create a user account for him so he only has access to do that, I dont want them to have access to our data.
Deleting primary fields when creating a new tab
Hello All! I'm actually trying to create something new using the Zoho platform and I'm facing some difficulties. What I am trying to do is to create a completly new database totally diffrent from the one proposed by Zoho. I've managed to create a new tabs and I understand how to put customize fields. The only thing is, when you create a new tab, there's a field with a automaticly generated name that is locked. I want to get rid of it since the name doesn't fit with my needs. Is there some
Sending email to contacts in a company
I am trying to figure out how can i send a email to like 10 contacts that are within one company ? Can someone help me with this ?
Custom modules
Hi, I have created a custom module "Contracts" and I would like to be able to link mutiple products to contracts that I created. I think this is called a Related List. However, I could not figure out how to do that. Is there a solution for my requirement? Thanks Cudi
Open Activities and Closed Activities in the Accounts Module doesn't show the Contacts associated with Activities
When you are in the Accounts module and look at the Closed Activities and Open Activities, Zoho CRM doesn't show you which contacts are associated with the activity. In other words if you want to get a holistic view of the account and see which contact(s) in the account are called on or have activity history, you can only see the activity and not the contacts associated with that activity. The only way to see which contact had the activity you must open that activity or closed activity to see who
Web form fail
HI, Please can you tell me what is wrong with this webform? I copied the code exactly as the instructions say. There is a huge gap between my header and the form. This is the webpage.... http://3dsl.com.au/3d-print-service-manual-form/ This is the Zoho generated code for the form I made... <!-- Note : - You can modify the font style and form style to suit your website. - Code lines with comments “Do not remove this code” are required for the form to work properly, make sure that you do
day of the week to date format
Hello is it possible to add the day of the week to the date format I see on the leads? ex Sat 16/04/16 sun 17/04/16 Mon 18/04/16 and so on? thanks
View other user's events in calender
Hello Team, I want a user to see the other user's activities in Zoho CRM Calendar. To achieve this,i have created a data sharing rule for activities with read/write/delete permission. But still the user can't able to see other's activities. Please help me on this.
industry field in Lead
How can i add industry names in the 'new lead' section. jshah
Creating a new COntact for an account - should inherit the accounts address, and all other information.
WHen i add a new contact for a specific account it does not inherit the properties of the account. I have to manually input the address - the same address as the account. also, I have to manually update all the customer fields and phone numbers etc. When a new contact is added to the account the contact should inherit all the information from the account.
Uploading business card leads in Zoho CRM
Hi For some reason i can't select Zoho CRM anymore in my Mobile Card Scanner, so i can't upload my new business cards into the leads. As an alternative i downloaded the ZOHO LEAD app , but it seems the ZOHO LEAD can't integrate with ZOHO CRM. what is the best way to upload business cards quick and efficient in ZOHO CRM? Regards Rene
Filling city/state from zip code
I just saw a video that showed a workflow rule that updated city and state when just the zip code was entered. Of course, they did not tell how. Would this be a webhook? Has anyone done this?
How to make Quote templates Header and Footer?
We are new to Zoho CRM. We need to implement our own quotation template. The issue is that our quote may extend to more than one page. We need to implement a header and footer that will show on each page when exporting to PDF or print it out. Here is our source code as we will really appreciate if you can help us. <html> <head> <meta charset="utf-8"> <style type="text/css"> <style type="text/css" media="print"> @page { size: A4; margin: 10%; @top-left { content: "Hamlet";
Web Form Styles
It would be nice to have a check box to remove font style and basic form color styles from webforms so I don't havee to go in a remove each and everyone individually. Right now, I copy and paste it to pages and do a find replace function to get rid of styles so it matches my website.
Note indicator for activities
I'd like to see an indication that an activity (call, task, event) has a note associated with it. This could just be a check mark in a single width column. This way, when I look at my contacts page, and look at the closed (or open) activity list I will be able to see which activities have more info associated with them. ---- More info: I use two types of notes, enduring and ephemeral. Enduring notes are things that will last a long time, over many calls. This may be the details of a customer's
Broken Images in ALL Email Templates
Email templates have been going with broken images signs since yesterday. Can't understand why I'm facing this problem. Please, if someone knows why and how to fix it, help me! Thanks. Felipe Amorim
Maps - Mapping Accounts by region
Is there a way to see specific accounts on a map maybe catagorized by State? I handle the entire middle of the country and the only thing I could find is to map one account at a time or accounts that are close to me when using the app. I want to be able to put leads or accounts into a group and see them all on a map online. Frank
Edit Task
I can't edit but delete task in /EntityInfo.do Any help?
Importing Contacts - Says I have too many rows
I'm testing out the free edition and trying to import 980 rows and system tells me that I'm over the 1000 limit. Any suggestions?
Im having problems editing events in zoho crm
I can create a new event, but after is imposible to edit this event, or any other one, to change anything.
Why Products are no longer clickable and can't be edit in associated list ?
Why Products are no longer clickable and can't be edit in associated list ?
Task alerts
I have the free version of Zoho, are task alerts included? If so are they emailed to the task owner? Thanks
Putting contacts into groups
Looking to use Zoho for residential customers, not accounts, and need to put contacts into groups, firstly so I can focus on particular groups, and also email particular groups. Is this possible?
Leads not importing - file should not contain more than 24 869 rows
Please advise: I am getting the following message when i click next file should not contain more than 24 869 rows
"Date Created" field is not available in "edit layout" page
We have lost the "date created" information on the case pages. I went to the modules, then layouts, then cases to edit the fields. "Date created" is no an option under "New Fields" or "Unused Fields". "Date Created" does show up in the "FIELDS" tab of the layout editor but not under the layout tab. Please help, knowing the date and time the case was created is important for us.
Daily report to my email
Is it possible to send an authomatic daily report of my leeds to my personal e mail? if so how do I set it up
How many web forms in the standard edition
Hi, I would like to upgrade to the standard edition but first I would like to know how many forms I will have available. Thanks
As Admin, why do I get "access denied" to reports? I check all permissions and I should have full access
This the compete error message,,,,, I'm using CRM Plus Permission Denied Sorry! You cannot view this report because you do not have the permission to access one or more module that are part of this report. To view the report, please provide permission to access those modules in Profiles and Organize Tabs settings. Also, when I first signed up, I was able to access a live "chat" for help under the "help" tab. Now that option has disappeared. Thanks,
Leads not importing - file should not have more than 24689 rows
Greetings I thought i logged this a while ago and it was held for review, but can''t find it - apologies if its a repost but this is critical to me right now (i see issues logged that are years old and un-addressed which is very disturbing) I looked at my delete box but that does not look full I am trying to upload on another newer, faster computer but same problem. (the attachments box on the right says limit exceeded, but its only I will send you the spreadsheet so you can look at it and find
How do I delete a user?
How do I delete a user? We accidentally added me under the wrong email address and long story short I can not access the group CRM with that email address so I need to delete that user and add me as a new one under a new email address.
Custom pick list field
Hi Can I create a custom field with a picklist and use the same field and data in different modules? Thanks for your help
Alerts in Mobile Applications
Anyone know how I can setup to be sent an alert everytime a new lead is added? Thanks!
Quotes - calculated fireld labels
In the quotes module, during quote creation - a field {quotes.adjustment} is created - im trying to use this is a way of capturing shipping in the quote. i can change the physical label for this in the quote template for printing etc which shows it fine as Shipping, but cannot find where this label (not the field name itself) can be changed in the quote creation module as it still says 'Adjustment'. Any ideas where this can be accessed/changed?
Web Form Link not working
Web Form link failed. https://forms.zohopublic.com/zohosales873/form/Service/formperma/KA0aD4240B46KFDM3FD1GaF94 This link was working yesterday. Also live chat broken.
Zoho CRM Pastel Evolution Accounting API
I am looking for an api to connect Zoho CRM Pastel Evolution Accounting API please quote to develope email sales@paper2digital.co.za
Add Users
I can not add more users because it will not let me put a role in the space required.
HTML editor
The HTML editor requires major surgery that underpins the customisation of invoices, sales order etc. The real solution is to take the basics and put it in a real editor and place it back. Anyway in trying to customise an invoice it only produces one product line rather than multiple product lines and the code is identical to another template that achieves this. very ordinary and very frustrating.
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