Notes not being updated across different views
In the new CRM View, i find all my pending tasks are not being reflected, esp long overdue ones. Secondly in the CRM View, i open a customer task and update the notes, the same is not updated in the mobile phone version. Anyone else found this problem ?
Haven't been able to Support Help re the following issues accumulated during the past 2 weeks??
The current Zoho CRM issues are as follows, 11-5-2014: 1. Can't get the QuickBooks synch to work - a. A security error occurs when trying to create a QWC file with Chrome browser. b. QWC file can be created with Firefox browser, however whenever the Webconnector is run the synch doesn't complete and errors show up in the log file . 2. Haven't been able to Import Tasks with the csv file migration tool. An error ALWAYs occurs when import is attempted and a re exclamation point shows up in the
email add-on change subscription plan to standart
Is it possible to use e-mail add-on for additional cost after I change subscription plan from "Old free" to "Standart"?
"from" field in email template
Great product. I have a small question: no matter what I put in the "from" field in an email template, the email arrives at the recepient with the email address of the main administrator that opened the account. I am trying to write a "thank you for contacting us" automatic email in reply to a web form, and am unsuccessfully trying to put our customer support email there. Am I doing something wrong? Thanks
BCC Dropbox
BCC Dropbox is not working. I followed the Help here: https://www.zoho.com/crm/help/bcc-dropbox.html#Activate_Bcc_Dropbox I cannot find BCC dropbox under General Permission. By default, this feature will be enabled for the Administrator and Standard profiles. User with the Manage Profiles permission can activate this feature for users in other profiles. To activate BCC Dropbox Click Setup > Users & Permissions > Profiles. In the Profiles page, click the Edit link corresponding to the profile that
email notification for new leads
I currently have my website "contact us" for configured to drop into my ZOHO CRM account. I originally had it set up so that when a lead landed in my ZOHO account I would receive and email notice so that I could follow up immediately. The leads are still coming to my ZOHO account but I am no longer receiving the email notice? Can anyone tell me how to turn this feature back on? The developer who set this up for me is no longer in business. Thanks Bob
I run several companies with different colleagues which subscription best fit my needs?
I run 2 companies in Belgium: www.alt-f1.be and www.amia-systems.com ALT-F1 is a 3 persons company while AMIA Systems is a 4 persons company not including resellers (3). I want : 1. to use one single account to manage my 2 brands 2. to share (or not) the prospects, customers, accounts etc depending on the situation 3. apply the same rule to other Zoho products such as invoices and Campaign Thank you, Abdelkrim
Opportunities Tab - Upload file missing
Hi, we are using the Zoho CRM and the Opportunities Tab had a functionality to upload a file. However, this functionality is not available any more and we have no idea where are all the files attached. If you need more information, please let me know. Kind Regards, Hely.
Formula Field
Hei Guys, We are trying to sum up the results of few fields in Zoho, so they add up to one integer set up as formula field. We have two questions: 1) How is it possible for the formula to be working for older Accounts? It seems like just for new ones the result is compiled 2) How does the update field work? Thank you, Andrei
Double and tripple E-Mail Entries?!
I did a report to see how many e-Mails I have sent the last days. It appears only in ZohoCRM that there are double and tripple entries of one and the same E-Mail?! See screenshot. n my gmail account it is ok? Who can help?
Give CRM access to my customers
Our company sales franchises. We have several different franchise brands and different sales associates working the brands. The franchisors would like to have access to the CRM (as a user) to review all lead activity for their brands. There should be a simple solution, but I cannot figure out how. Can anyone help? I have chatted with the Zoho support team, they have given me solutions, but nothing works so far. It could be me, as I'm not a developer, but have done lots of configurations on different
How can i Manage services apply to the customer?
i want to track services from my oportunities , i know i can manage task and events but i cant get opportunities $$ total price. I want to know how many services were done in a day.
Create dashboards from report on Custom modules
Hi ! I have created a matrix report based on a new custom module. (New object) I want to add it in a new dashboard but I can't see it in the Source Report List field even if it exists in the Reports section and it gives me a result. Any idea why ? Thanks
Using FREE edition and PAID edition CRM
Is it possible for other users to use FREE Edition and the administrator will use the PAID edition to consolidate all the data? We prefer to use the FREE edition because this users will only input the Leads, Account, and Potentials. The administrator will be the one to consolidate all the data and generate the reports and other field like Products etc.
Add Task to Multiple Prospeects
Hello and TYIA, Is it possible to add a task to multiple prospects? For example: I am running a direct mail campaign and I want it to go to 100 prospects for the next 5 weeks. I can create a task "send mailing" and make it recurring every Monday for the next 5 weeks. I want to attach that task to the first 100 prospects in my list without recreating it for EVERY prospect. Is this possible? Thank you, dp
Is this possible with workflow rules in CRM?
We would like to establish a workflow that is triggered as soon as a new record is created in LEADS according to the attached diagram. The workflow has to be executed fully automatically. Can we accomplish this with ZOHO? A good advice will be very much appreciated.
Searching for accounts
Hi all, When searching for accounts I encounter multiple problems. First, the accounts are not in an alphabetical order but rather in the order I last changed/edited them. I want to change that but how? Second, my search layout clearly states that I only want to search for accounts with my search option. But when typing e.g. "Cambridge" I get both account names holding the name "Cambridge" in the account name and accounts domiciled in "Cambridge". Please clear this issue. Thanks, Lars
Email assigned to a campaign
Will we be able to assign a email to a campaign anytime in the near future?
Quoting
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 report on it. Surely, there must be
I downgraded and lost a tab I had personalized with some infos
Do you think that this info is still there if I upgarde again? Cheers Laure
Add a note... causes extra clicks
My staff has recently been complaining about the new "add a note..." default text in the notes field in Zoho CRM. Prior to this feature, we could put our cursor in the notes field and either type in our notes or paste in our own notes. Now, we must select the "add a note..." text and delete it first. Because so many of my staff members are used to the first way, many of our notes now start with the words "add a note...." Can this be fixed?
Calendar and scheduling / completing calls
Hi, I want to be able to go into my day. See my activities. Then, as I complete them, I want to schedule a new task. When I do this, I keep having to change screens. Plus, after I've completed a task, it still shows up on my list of activities to do, even though I already completed it? So, I keep going back to to the same tasks. How to I get them out of my daily task and how do I schedule a follow up task without having to go to a new screen? Also, when I go back into the account later, I see
Change Event Default Reminder to "None"
How do I change the default for the reminder on Events to "None"?
Macro does not associate Account to Contact
This is so basic... when I run a macro, the Account does not associate to the Contact so that when I'm looking at the Activity rollup, I can't tell what Account the Contact belongs to; not to mention that the information in the Task is incomplete.
Webhooks Error
We set up a webhook related to a case, but Zoho gives an error-1 indicating it can't communicate with the server. But we can paste the URL into a web browser to communicate, and we get a response. Please advise.
Changing a text field to email field (across all records in the CRM)
Hi, When I set up my CRM I made some emails fields simple text fields for some reason so it's simple text with no hyperlink. I'd like to change all of them so the hyperlink shows up that allows quick composition of emails. Is it possible to change this now? Or do I have to manually enter them all in again? (we have over 1,000 accounts) Thanks for the help. Aaron
Creating additional notes area
Hi, just curious if I can clone the Notes area so we have two identical notes areas. The point of this would be to have internal notes (with time stamps) viewable to our team internally. Then we could have a second notes area (with time stamps) that we could use for profiles of users who need to view only very limited areas of our database. They would have access to Notes 2 (for example) but not Notes area 1. A simple text area as a solution wouldn't be ideal because there is no time stamp/user
How Can I Email a Case to a supplier
Hi there, please can you tell me how I can email a case to a supplier please? With contact details etc from an account, Thanks Mike
Full english release when based in France
I am located in France, I choose the English US language. The menus, the screens and reports lay out are in English but the data / pop up windows are in French ?
Organizing Leads or Contacts
Hi, Is it possible to organize leads and/or contacts in Zoho? I'm using Zoho CRM. Sometimes I'd like to send a mass email to a specific group of leads/contacts under a certain category. But there seems to be no way for me to initially categorize my leads/contacts. Thank you.
Add print and save button in Lightbox
Hi, I already use lightbox display images (company name card template) But now, user have requested to add a function which able to print and download this template. I have try using available coding which I have download from sandbox (copy paste lightbox.js and lightbox.css) but unfortunately nothing happen to my trial. So, what actually my problem?Can anybody help me. Thank You from beginner using lighbox and javascript
Sharing Brand Specific Leads with Brand Managers within CRM
We are using Zoho to manage franchise sales for several different franchise brands /companies. We have sales people assigned to working the leads. Each franchise lead is defined by a "Franchise" data field in the Lead record. I would like to share "view only" these brand specific leads with the Franchisor's brand manager. The Franchisors Brand manager are defined users in Zoho. Best I have done let's them see all franchise leads, not just for their company. I have reached out to support several times,
Problem when converting lead. Information in "closed activities" and "notes" fields is not carried over to the new account.
Hi, Am I missing a setting or something. If I have lead that I have logged calls on and added notes during the selling process. I want that information to be carried over to the account that is created when I convert the lead. Is it a setting for this or am I doing something wrong? Roger,
1000 Contact Limitation --> ZOHO CRM Professional?
Hi... We have a ZOHO CRM Professional and added a Google Contact Sync (unidirectional from ZOHO to Google Contacts). Unfortunately, it seems to be a 1000 contact limit for syncing, but we have more than 3000 contacts. Please remove the limitation for our account on the domain quellgebiet.ch. Thanks
Issues with Audit Log & Task visibility
So I'm trialing the Zoho CRM Professional Edition, and am the Adminstrator for our account with 3 users. I'm concerned that the Audit Log is not showing the creation of a new Contact [by me], but is showing the creation of a Task for that Contact by a user. Also, if I click onto the details of the particular Contact, then I don't see any Activities for the Contact - but if the user clicks onto the Contact, they see the Task they created. Surely as the Administrator & CEO I should be able to see
Edit a Custom View for New Potentials (Current Week, Current User)
Hello, Are there any expressions i can use to filter for current week. Context: New Potentials created this week. I do not want this to be static meaning i have to keep changing between filters each week. Any ideas? Many thanks
Any ideas what this is, it shows up every few weeks for the past few months.
Anyone know what this is and why it keeps reappearing after developers keep tinkering with zoho CRM? It
Tracking Contacts through a process
Hi there I am looking for a way to track the progress of contacts through a custom process. Example: I am running a pilot program for software, and to bring contacts onto the pilot I need to walk them through several steps (or phases) before they can enter the pilot then additional steps post pilot etc... I would like to set up the steps and be able to view which contacts are at which stage through the process in a single view (or report). I thought "campaigns" may be the answer however I can't
Web form notifications not working - urgent resolution needed
A recently created web form is not emailing notifications to me or the person who filled the form in and not entering the entry as a lead into Zoho. Everything is set up correctly. This is business critical and I'm getting no response from Zoho support by email or phone.
Webinar on Zoho Survey's Integration with Zoho CRM on 4th November, 2014
Understanding your customers is the key to customer retention. With Zoho Survey, create surveys to measure satisfaction, gather feedback on your business or product and know what your customers need. Register for our webinar to learn how to configure Zoho Survey in Zoho CRM. This integration enables you to send surveys and view responses right within Zoho CRM In this webinar you will learn how to: 1. Create surveys to gather feedback 2. Schedule and distribute surveys and track responses instantly
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