EMAIL NOT LINKED TO CRM
Hi there, I have an issue where my work related email has created a separate CRM which is not linked to the organisations. Therefore, my email address is the only one in a CRM and there is no other data which the other organisational members have. I need my email linked to my organisations CRM without changing my email address. Please advise.
We can't create a new lead form (Website integration)
For some reason the application allows us to create the form and fill in all the required details such as landing page and hosting page. But upon saving, the browser seems to be stuck and the form is not saved.
Account change for Contact not reflected on iOS app
It appears when a contact's company is updated on the web interface the change is not reflected on the mobile app, even though the new email address is shown. Also, the old company's mail address is still shown in the mobile app.
Pop-up Blocker is enabled in your browser. Kindly disable that and try again - What I have to do?
Hi If someone could help me with that.... Thanks
I can not do the research of products from add product subform.
I have created a my custom field with a my custom code for every product; in the old version when I researched my products, I put my code and I had my product. NOW NO!!!!!
Web to contact form not working
My web to contact form is not working on my site. Error Message: This form is currently not accessible. We apologize for the inconvenience caused.
Can I link an invoice to a Case ID?
I'd like to create an invoice and link it to a Case ID number. I've created a custom invoice field with the lookup type but I can only get the case account name or subject to insert. Workflow.... Customer calls with an issue and a case is created Service guy visits customer and resolves case Creates an invoice and links it to Case ID VIA lookup field so a full history can be viewed on case from invoice Appreciate any help
Last Appointment/Event
Is there a way to add a field to the contact page to automatically show when I last had an appointment with them using the events details? Tracey
Automated Reports - Can not Find? Professional Edition
I've used automated reports fro other clients and set up scheduling (email a PDF automatically) from within the Report module. But now I can not for the life of me find where to do this in my new clients instance. They have the professional edition and the edition comparison on the website says it's included? Any guidance please and thanks...
webtolead form CSS
hey folks - thanks for reading this - form works fine - but i'd like to know, how to format the form with css. it's a decrepit looking thing and i'd like to give it a little css love. anyone done this before? i'd appreciate any insight, direction or feedback. thanks a bunch!
Zoho CRM is down I can't access via firefox or Chrome I'm in Virginia
Zoho CRM is down I can't access via firefox or Chrome I'm in Virginia
Quotations
Can someone at Zoho please reply...... I'm finding it so difficult to setup Zoho CRM to manage my Upfront and Recurring pricing structure. I know the Zoho CRM quoting functionality doesn't deal with being able to quote recurring costs; I can add a custom recurring price field in Products and store the recurring price figure but I can't do anything with it. It can be shown in the Items line ina quote template but I can't total this price, I can't sub-total and therefore I can't store this total and
Display Does Not Fit To Screen
When I click on an account, lead, contact, etc.:, the scroll bar goes on forever across the screen. The left margin starts half way across the page, which seems like a total bad use of space. (see attached). I've gone into >setup >template and clicked on "Fit to Screen", but we can't seem to get all of the account information to fit on one page. Please let us know if there is a correction for editing the margin. Thanks!
Facebook search doesnt work
Hi just testing your CRM and it seems to have failed at the first task. Added a contact found their twitter, but cannot find their details on Facebook searh function. Tried to then find a friend and no luck their either. Can you tell me when this function will be available or I may have to use nimble instead Regards Stephen
Phonebridge Integration Function
I am looking to start testing out the Phonebridge for our Asterisk phone system. I am still curious on how it all works and looks when it is done. Does anyone have any pictures or insight as to how the flow and feel will be when completed? The phone system has a web based switchboard, do we see integration on that side or will everything just flow into CRM and Support? That is the other question as well, we use both CRM and Support from Zoho. Is there a way to have them both setup?
Date Problem
Hello, i'm relly new on zoho, is not to difficult use it but i dont know how put a date on a column, the hour of santiago de chile, now i'm using the date function "currentdate()", any to could help me please answer the topic. Best Regards
Changing stages
Hi Everyone, I wondered if anyone had any tips / suggestions or knew of any user guide whereabouts online to assist me with creating automatic updates to a potentials stage? Possibly via a workflow? I am new to Zoho and so I am in the early days of creating the CRM to accommodate my business. For part of my sales process there are certain tasks that need to be completed before a stage can be moved and what I would like to be able to do is have Zoho move onto the next stage once all the tasks for
Phone Call List
I would like to know what people are doing for a best practice around phone call list while traveling. With other tools, like NetSuite, I have been able to look at a list of the calls I need to make which includes all of the below attributes so I can at the very least copy-paste the contents, which I then send to myself in an email and SHAZAM, I have one touch dialing on my mobile phone and I know who I am calling and about what. I do not see how to do this in Zoho. The Zoho Support team is telling
Zoho Walk Through Guide
Has anyone created a Zoho CRM Walk Through guide with screen shots. My organization is not interested in watching videos and I can not find any pdfs or word document explaining how to do basic functions
Export Events to Google Calendar
Hi, I'm trying to export my Zoho CRM events to Google Calendar, but i couldn't find any way to connect them. There are no option on my Zoho CRM setups to configurate it. I already connected my Zoho CRM tasks to Google tasks and Calendar, but not my events yet. Could someone help me? Thanks a lot. Ana
I can't upload my lead data
Help! V new to all this - I am trying to upload data on an excel spreadsheet so that I can export to mailchimp & then use zoho to manage follow ups. However although I am matching the columns with the data in the spreadsheet, when I then look at the leads there are only 5 columns, not all the ones in the spreadsheet, & importantly, not the email address column. Any ideas what I am doing wrong? Help much appreciated, Lisa
New CRM Account: Sorry for the Inconvenience...
I signed up for a CRM account last week because I had been told that Zoho was the best CRM. However, every single time I have tried to login since I created the account, regardless of browser (Firefox or Chrome), I get the following message: Sorry for the inconvenience caused. Please try after some time or report your issue in the feedback form given below. What am I doing wrong?
Default to email request receipt = yes - possible?
Is there a way to turn request receipt to true as a default setting when sending email? As 90% of my emails are sales-related, it's important to me to know if/when the receipient has opened it, and I usually forget to check this box. If this is not possible, could you take this on as an enhancement request?
Quotes in pipeline
Hello Guys, Is there any way to have the quotes included in the pipeline reports?
Wont' let us enter events, contacts, anything as of today...
We've been using ZOHO for 13 months without incident but as of today, it tells us we have an error when trying to enter a new event or a new contact. HELP!
Unable to create modules
Hello, I am an administrator user in Zono but I am not able to create new modules. Cannot see the option, the only thing that I can do is "manage modules". What am I missing? Thanks, Irene.
How i can change a rule?
Good evening, I'm starting to work on Zoho and I want to know how to alter na rule
API 4401 Error
Hi I'm running an API request to the URL : https://crm.zoho.com/crm/private/xml/Leads/insertRecords with the xmlData <Potentials> <row no="1"> <FL val="Potential Owner">Owner Name</FL> <FL val="Potential Name">Potential Name</FL> <FL val="Account Name">Account Name</FL> <FL val="Closing Date">Closing Date</FL> <FL val="Stage">Stage</FL> <FL val="Contact Name">Contact Name</FL> </row> </Potentials> I've made a number of changes on the Potentials Module I've changed its tag to 'Deals' I've also
Loading Message
We seem to have a problem getting to the next page in the CRM. We keep receiving a 'Loading' message and it takes extremely long to get to the next lead. Is there a problem across the board? Is there something we need to do? Help!
CRM is very slow past week
I am losing precious time do to the slowness of our crm. Is there an issue going on?
Boolean data type is limited to 20
I just found out that the boolean data type is limited to 20. Unbelievable. Is there a chance to extend the limit to 50?
Adding Custom Zoho App to an Existing Form in Zoho CRM
Hi there, First off, I'm really impressed by these forums and the quality of the support from Zoho. Thanks so much in advance! My question: Is there a way that I can add the code of a custom Zoho app to an already existing form within our Zoho CRM? Background explanation: I found this great code snippet on the Zoho Creator Forums: https://creator.zoho.com/sampleapps/format-phone/#Form:Format_Phone I would like to add this code to the existing Phone Number fields in our CRM so that all future phone
Time based rule for Potential
Hello, We currently use the professional edition of Zoho so i don't think this is possible but with the look of possibly moving to the enterprise edition I need to know the following. Since the support team takes a lifetime to reply and struggle to grasp what i'm looking for i think it's probably better to ask here. I think this may be a custom function since the time based rules don't excute when a record has become dormant - they only seem to run after created, edited or removed. Basically this
Account modified date
We work off reports to make sure we stay in contact with our accounts. When we call a account - we call a contact within that account. However the last modified date on the account does not change or follow the last modified contact date. We need to understand why this is not happening. Example: 1. We produce a list of accounts that have not been called in last 30 days. The last modified date is within a certain date period. 2. We call the contacts on that list and update with a call log (completed
Set up Alert on Potential Change
Hi, I want to set up an "Alert" whenever the following criteria is met. Potential Stage is "Closed Won" And Potential Owner is not set as Current User And Potential Owner Field is changed to some other value I'm finding it difficult to specify these conditions in the criteria while creating a rule. Can you please help me with this?
Import - Can I Put a common Action beside each new lead
Hi Guys When I import a large list of leads - is it possible to set it up to say - in each record "New Lead... Follow up Call" Etc.... and Can I map it to the same persons, leads? Thanks in advance for your wisdom. Damian
Automatic task reminder
Is there a way for Zoho CRM to automatically alert a user that a task is overdue? or a way for the notification email to be sent again? I would like this to happen without having to force it to notify the asignee.
Upgrade from Standard to Professional Edition - Free Trail
Is it possible to use a free trial to use the Zoho Professional Edition for a limited period of time? We currently use the Standard Edition.
Sending Emails and Receiving emails
I am having real issues linking my outlook emails with Zoho, we want our BDM's to manage all email traffic from within Zoho but the link is not working. Would love some assistance in getting this sorted out. Alan
Enterprise Trial expires in 3 days
Hi, My CRM screen shows that my Enterprise trial will expire in 3 days yet I have paid up. How do I resolve this issue. Naheed Kassam
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