Quotes do not display
We can create a new quote with no problem but we cannot display it or edit it once it has been saved. Any ideas?
Zoho CRM Mail and Zoho Calendar
I'm frustrated because I have made a huge switch. I moved my CRM to Zoho and my email to Zoho mail and gave up Outlook. I now use the Zoho CRM Calendar and have been pleased until I realized there is a difference between Zoho Calendar and CRM Calendar. Even though I'm using Zoho Mail from within the CRM it wants to put meeting invites iinto the Zoho Calendar instead of the CRM. While there is a option to add CRM activities to the Zoho Calendar the opposite does not exist. I find this really cumbersome.
Zoho sorting leads is worthless
I can't sort leads accurately by Zip, Lead Source or several other criteria. A spiral notebook is more useful than this software.
New quote engine sucks
I think the title pretty much says it all. Does anyone know if its possible to revert back to the last release for building/editing/cloning quotes? Frankly that was the best part of the solution.
Links generation too clever in encoding special characters
We have a case where we use URL added to an URL field as the base to build a Link (top left Links) https://some.dom/view?xyz=query This becomes this URL in Zoho CRM after evalCustomLink https://some.dom/view%3Fxyz%3Dquery And isn't working of course, as the browser encodes it again on post. Any help is appreciated.
Mass conversion of Leads
Hi! I have many leads that I would like to convert to opportunity, account and contact. Since they are about a 200, is there some way to do some bulk conversion of all leads. Marko
How Contacts are listed
Currently my contacts are listed by last name. How do I get it so that the company name is the primary contact in the contacts list. I don't always have a name at first.
FUNDAMENTAL FLAW WITH CRM - INACCURATE LEAD & CAMPAIGN REPORTS
I just discovered the following major issues that affect my day to day sales & campaign performance tracking: #1 Lead Reports Inaccurate due to weak business logic Once a lead is promoted to an account I loose the historical data for that lead. So when I run a lead report that lead no longer displays in the result after it has been promoted. As a result of this logic my lead report metrics are off. As a sales manager I need to know how many new leads we are generating as a company on a weekly
Task Automation. Need help please!!
Hi everyone, I was wondering if someone could help me with a task automation process. I would like to create a rule that is triggered everytime that one of our account's turnover goes down. So our sales rep can be aware of this by creating a follow up task for them. I would like to know I anyone could give me some piece of advise on how to create this rule. It will be very useful for me and I hope it can help someone else. BTW I am running the Standard version. Thanks in advance.
bcc function attached to CRM accounts?
Is there a way to use a unique address in bcc to forward emails to the CRM accounts of leads or contacts like Salesforce? I'd like my sales people to be able to send emails from their existing email client, bcc to the Zoho email address and have those emails tracked in the accounts of leads or contacts. Please let me know if that's possible.
Leads Section - Adding Notes is disappearing ??
Hi, I have added over hundred contacts in the last two days and have put in some general contact info and addition contact points in the notes field and it has disappeared??? What is going on? Thanks Al
Look up to users
Hi I am trying to create a custom field in Projects having lookup to users. Is it possible? Also, I need to create a formula field where I am trying to subtract created date of the project record from a custom date field. It seems, we do not have a "Created Date" field on Projects by default. How can I have a formula field where I can subtract "Created Date" from a custom date field.
Unable to add record even if I have cleared all the leads
Hi, I was using professional plan previously and have downgraded my account to free plan. I have purged all the leads, account and other data attempt to reset it to start from fresh. But I was unable to add new leads as the system keep showing that I have reach the limit and require to upgrade to professional plan. Appreciate for any help.
Zoho Api: setting Lead Owner
Hi, I am trying to use the Zoho API to set the Lead Owner. I am passing the lead owner as it is shown in the documentation. <FL val="Lead Owner">Scott@zohotest.com</FL> Is this still the way to set the lead owner? Has the way to set this parameter on a lead changed?
Alert when account reaches a certain age.
I want to create an alert that sends an email when the account reaches 8 months from the creation date. Is this possible?
Sharing customized lead form
We just added a new user (CEO and Manager settings). How do I share the customizations we've made with him - such as lead forms, etc.
New Quotes module
So working with the "new" Quotes module this morning, found it to be somewhat better, still needs some work though. Problem I run into this morning is that there is no "shipping" field, looked high and low, no joy. There is however an "add line item"....problem with that is that it treats shipping like an inventory item and unless you are "stocking" shipping then you end up with a negative balance for that product. This is clumsy and just wrong. There should be just an open field that you can add
How to manage two or more branches of my own company?
Hi, I´m a user at Zoho CRM, my business is a little sales company. Can you tell me if there´s any way to manage two or more commercial offices of my own with my current account? I would like to operate in two different cities by using Zoho CRM. Thanks, Raul ELVEC, México
How to disable a field?
Hello, I just want to ask on how to disable a picklist field if a specific value has been selected. btw im using enterprise edition. Say for example I have a "Documents Submitted" picklist with a value of "Yes, Lacking Documents" if I pick "yes" then the picklist field will be disabled and if I pick "Lacking Documents" still it will be enabled. To sum it up, if i pick "yes" the field will be disabled. i've read throught it out and found that i will be using custom function. I just want to ask if
CRM Reporting
I need a report containing "Activities by Account" but can't seem to find an existing one nor can I create one.
add user
I have a single user of zoho crm. I have hte professional subscription. I need to add a user for an employee. How do I add a user?
Custom Modules
If I have a Custom Module and I downgrade to the free version during my off season, will I lose that Module?
Permission denied to administrator
I'm trying to look at converted leads reports and I'm getting denied permission. I am the admin and the only user on the account. Thanks!
task list
In my list of tasks it doesnt list who the action is for
Role permissions
We need to change role permissions in the way that this role would see only leads for which it is responsible for. What should we do?
Completed Items in Open Tasks
I have tasks in the Open Tasks area that are completed but still show up on the Open Tasks page. There is no way to remove them short of deleting them. Any ideas?
Can't get First Name and Last Name to show in any views?
I am no longer to search by name, first or last because neither of them show? I am ready to start a whole new CRM and trash ZOHO, it never works right????
Update CRM Records using a Spreadsheet
Can I use a spreadsheet to make multiple edits and then update at once. Sort of a connected spreadsheet. There is a custom Excel Plug-In that allows me to do something similar in SFDC.
Integrating survey with crm - anyone?
would like to be able to pull up a contact on crm, call them and ask them questions i put together on survey. then have the survey report attached to that client on the crm. also, would like to see the totality of surveys done on all the clients at the end of the day. anyone know what im talking about?
Creat Web forms for Products
I need to create a web form from the fields which come under products. Doesnt seem to have that option.
How do you export leads and accounts to an Ecxel file?
Im looking to export all of my leads and accounts to an Excel file. How would I go about doing this?
new propect sync. for email message
hi, i synchronize my new prospect from gmail to zoho crm (through bcc dropbox protocol) , that's fine. I 'd like to know now if i can set an automatic task (set beforehand in zoho) to send this new prospect a email message coming from a scenario .. Tks for your help !
Edit Button for Stage isn't working
In my potential record, the edit button for stage doesn't seem to work? So I'm having to go into the edit profile part and change it through that.
Removing Mail Account from Standard Edition after Trial of Professional
Hi, I was trying out the professional edition of Zoho and demoing the email integration on Exchange server. We ultimately decided to go with Standard edition for my company, but I didn't delete my email account from the Zoho server before buying the subscription. Zoho is still pulling my emails into it's server which has the hugely undesirable effect of marking my emails as "Read" within Outlook. Can someone tell me how I can remove my email account from Zoho? Standard account doesn't give any email
ZOHO CRM
I am not sure what has changed recently but we can't use our CRM any more - this is a SHOW STOPPER for us! The PDF export errors! We can't add tax (GST) to a quote or and invoice! We can't edit products (qty or price) once they have been added to a Quote. We seem need IE now where previously we could use Chrome and or Safari. WOW - this is bad!!!!! We need this fixed ASAP!!!
After New Update, Cannot Edit Quote Numbers
We need to be able to edit quote numbers to continue our previous numbering system and the new update has changed the form and prevented us from doing this. Please bring back this feature, as we are at a standstill until we can edit our quote numbers again.
Updates to lookups in sales orders and quotes are not working
We use several fields to look up an item and the new look up limits us to product description and product code. Both of these are used multiple times to different customers. To differentiate the same code but different customers, we use other fields to look up a product for the sales order and quote. These other fields are no longer accessible. We've written to zoho every day since the discovery on Thursday 11/13 and have heard only that the enhancements make the world better. Not for me. Does
I need Zoho CRM help with set up and some slight training. We are a 3 person shop and need some help
Set up 3 users and help us with how to use the product better. We would also like to integrate the product into Quickbooks and our website to automate and reduce hours spent re-keyeing.... Help. Mitch@frozensolutions.com
Negative Numbers do not calculat correctling when printing or exporting to PDF
When I enter a negative number in a item price or in the adjustment field, it displays correclty on Zoho but if I print or export to PDF, the invoice does not calculate the negative numbers correctly and instead treats them like positive numbers.
How to get the old price books interface back in when generating a quote?
Our sales team is trying to generate quotes now and are finding the interface which requires searching for products unproductive. We have multiple price books and our sales people may or may not know each of our discreet elements.
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