When you have only general e-mail of the company
Hello. How are you doing with leads without personal contact. I mean You know webpage of company and general e-mail. For you this company is lead (you will contact in the future, intent to reach person who is responsible for decision making and etc.). How you fill Lead? Or are you filling account instead? In the leads you need to write last name (but you don't know it yet)? <lead is person, but why it is person, not a company?> Thank for advice Paulius
zoho crm: Singapore locale
Hello support, The date format for the above locale is appearing in the mm/dd/yyyy format while the correct format for Singapore is dd/mm/yyyy Can this be fixed? Thanks
Web form notifications not working - urgent resolution needed
I've created a web form but the notifications are not working. Settings are as shown in this picture. Urgent help needed please.
If I upgrade and make changes will they still be available for me if I downgrade the CRM?
I would like to add or to modify some fields. I am using a free account. What if I upgrade the account for let´s say 3 months and then I downgrade the account again after that period of time. Will the changes I made still be usefull? Or they will get lost with the downgrade? Thanks
Zoho Crm Java Script does not work after latest Java update
When trying to import prospects the drop down menus don't work for field mapping. The following javascript error appears: Script: https://js.zohostatic.com/crm/v665/javascript/zohocrm_primary.js:1
Add note now requiring two clicks?
Hi there, It seems there have been some changes to how ZohoCRM is functioning, in the notes area in particular. For example, until a couple days ago, I could click in the Add a Note field and immediately type. Now, I have to click a second time in the field that opens up, in order to add content. How can I go back to the way it was, i.e. click once and type into the Note field? Thank you.
Space problem between paragraphs in massive e-mailing
Hi, My e-mail template looks perfect in the preview but when I send it to my contacts, it doesn't have the spaces between the paragraphs and lines I put in it. Why is it so? what can I do to fix it? Thank you very much!
Can I have various users using the same account
Is it possible to purchase one CRM user account and have various employees use it? I dont want to purchase an account for each employee, its expensive for our company. Can we buy 1 user account and then have a field that the employee enters their name so that we know who is using the account or who is editing information. For administrator level activity can we also do that inside of the same user account, using a password? or should an administrator have a separate user account purchased?
Formulas displaying while creating
Hi, Currently, custom formulas only evaluate after fully finishing a form. I am aware that in the potentials module the "Expected Revenue" field updates as you type in values in both the amount and probability fields. This means that there is functionality for formulas to visibly update, but there isn't any availability to create custom formulas to do this. Is this possible? How long will it take for this to be implemented?
Copying interface configurations
Hi! I have been using Zoho for a few years and have been able to customize my user interface to my specific needs. Now a business partner would like to sign-up for Zoho and because we are in the same line of business he can use most of my interface as is. Questions: Is there a way to export just the CRM interface configuration without exporting the data? And is there a way to import those settings into his account? This would avoid having to rebuild the interface from scratch in his account.
Installed Microsoft office and outlook plug in no joy or not working
I am using office 365 Joe Banaticla VP Sales USA Rosun Natural Products Inc E-Mail: joe@rosungroups.com Feel free connect with me at LinkedIn: joselitob@gmail.com
Chrome OS does not support skype so how do I enable google voice and will that work in place of skype
Pretty much my issue is said in the topic. Joe Banaticla VP Sales USA Rosun Natural Products Inc E-Mail: joe@rosungroups.com Feel free connect with me at LinkedIn: joselitob@gmail.com
Contact and Account Integration
I've been working with Zoho CRM for about a month now and am quite frustrated with the lack of integration between Contact and Account records. Perhaps someone can tell me a better way. We are a software VAR and as such, we need to contact our clients through a variety of querys. For example, At the Account level, I'm able to add what Products the client owns. However, I can't create a query (or figure out how) that will select contacts for a blast where certain Products are owned. Our consultant
My colleague who is also the Admin on the ZOHO CRM is unable to view my emails to leads or accounts
Hello! I and the CEO both are admin on the CRM. We both can see emails of other colleagues who are not admins. But he cannot see my emails even though I have set them as "Public" in the ZOHO Mail Add-on settings (just like other colleagues whose emails we both can view). We require that this colleague (the admin) is able to view my emails associated to my contacts/leads/accounts. We use our company's domain emails and not the ZOHO domain email addresses for anything. Kindly inform if there is a solution
Zoho Outlook Plug In
I am using the Zoho Plug In for Outlook 2013 and find that my Add-Ins toolbar where the plug in resides has vanished. When I go to view and manager the Microsoft Office Add-Ins it shows me that the Zoho CRM Plug-in is "Inactive" but it cannot be activated and the toolbar will not reload. I have uninstalled the plug in, outlook and office and reinstalled and all was fine for a couple of days and then again it was gone. Anyone having similar problems or does anyone have an explanation or solution
Sorry, you can not create more workflow rules of selected module in current edition.
We currently use Professional edition, so we're limited to 10 workflow rules/module. I understand that if I upgrade to Enterprise, we will have 30 rules/module. However, this is not enough. Is there any way to increase the number of workflow rules/module? Ideally, we would like to have 50-100 rules/module. Thanks! Brock
Export event options for Google Apps not available.
Hello. We've followed the instructions here, but they haven't worked. https://www.zoho.com/crm/help/google-apps/export-events-to-google-calendar.html Please help!
Adding a Sales Person
Basic question for most but how do I add a new Sales Person?
Attachment Upload does not set modified or access time
Bug: Uploading a new attachment to a Lead should set the Lead's "Modified" time to the upload time; currently all time fields are unaffected. Explanation: When a new attachment is added to a Lead, neither the "Modified" nor "Last Accessed" times are touched, so there is no way to get a list of Leads with new attachments short of checking every single Lead with an individual API call. This is particularly problematic in light of the inability of non-admin accounts to see API Usage data
Create a sales order automatically
How do I get Zoho to automatically create a sales order when an opportunity is changed to 100%?
Zoho won't connect with Gmail
I am getting an error message when trying to send email from ZohoCRM through my gmail account. It used to work sometimes but now won't work at all. I get the following error message in Zoho. How can I fix it? P.S. The error message says to log in to my web browser but I am logged in and I still get the error message. Error while processing the request! Unable to connect SMTP server:smtp.gmail.com Reason:Authentication failed:534-5.7.14 Please log in via your web browser and then try again. 534-5.7.14
Can I export leads from my CRM into an excel spreadsheet?
I entered the lead info into the CRM, can I pull the info back out of Zoho to manipulate the data?
Reminders
Hi Everyone! I'm just getting started with the free version, and I'm considering to get the paid one. However, I want to make sure that the CRM will fit my needs first. I have a few questions: Can I customize fields (add new ones) in the accounts layout? Can I have reminders on my tasks, AND repeat them when I repeat my task on the future years? Can I export all my Accounts in one "master client list" if I need? Can I attach external PDFs to the accounts? Is there any calendar available on the software?
Zoho Mail Add-On is missing
In setup there was an option in zoho apps for zoho mail add on. Where as this feature gone? Please replace we need urgently.
Update Macro - cannot edit existing Task
The more I use this system, the more it is apparent that basic functionality is missing.
Potential Reminders
Hello all, 1. Is it possible alert the potential owner when it has been updated i.e. by email or mobile app? 2. Is it possible to alert the potential owner when it has no fields have been updated for a given period of time? Thanks Neil
ARE THERE ANY Zoho CRM & Campaigns Subscription Payment Options OTHER THAN CREDIT CARD.
Hi, I sent an email to Payments@zohocorp.com a few days ago but got no reply......! I called your support line, but was told they could not answer the questions.......! Can I pay monthly by bank transfer or direct deposit? Can I pay annually by bank transfer or direct deposit? In other words, can I pay by a method other than credit card. If I can, then what are all the methods. THX David
Why doesn't the scroll wheel on my mouse work after setting a event on the calendar?
Why doesn't the scroll wheel on my mouse work after setting a event on the calendar?
Desription Field
On the Accounts page - description field. As I add information into the Description Field it pushes the two column information on the Accounts page over into two pages. This only happens on my PC - note Ipad or Iphone. This just started happening. The information going into the Description Field previously wrapped itself in the provided box to keep all Account info on one page. I cant figure it out Any help out there?
email add on problem
My sent or received emails from my zoho email add on don't show up in my zoho crm
Workflow Automation, Auto Responders, or Campaigns?
Group, We have a web based software and prospects enter our CRM in 2 ways and we send out a series of emails 1) Leads from Trade Shows, Web Form, Prospecting, etc - those of course go to leads - They are sent emails every 5 days, which we have setup now via workflow automation and time based actions. 2) Users sign up for a Free 30 Day Trial and are put into Contacts - They are also sent automated emails at certain intervals, also setup via workflow automation. For example upon signup (welcome), at
Layout Customization - Accounts Page - Contacts Section
Is it possible to add 'Contact Title' to Contact Section of Account page?
Chaning the owner of mulitple accounts/companies when an employee is replaced by another
One employee was terminated and is being replaced by a new hire. Is there a way to replace the new hire's name as the account/company owner on all of the previous employees accounts without having to do each one individually (which is crazy time consuming)? Thanks, Christy
Child Picklist
I have a pick list is it possible to have a child pick list that will show up when something is selected on the first picklist?
custom forms not appearing
Hi, Im been working with zoho for 6 months, already customize forms for my business and working great until yesterday, new forms for new contact or prospect appear as Im a new user for zoho, only mandatory fields, I check audit log and everything is there, fields added are there too, but also when Im going to contacts and want to edit usually appears all fields and layouts already made, now appears only the mandatory as origin. I sent this issue to zoho support but not receiving response yet, can
Zoho and AWS SMTP SES?
Is it possible to link Zoho with AWS SES to send out 10,000 emails in my prospect list? These are opt in email.
Professional Edition Free Trial
Is it possible to get a free trial to use the Zoho Professional Edition for a limited period without any additional payments? We currently use the Standard Edition.
Free Trail for Upgrade to Professional Editions
Is it possible to use a free trial to use the Zoho Professional Edition for a limited period? We currently use the Standard Edition.
PDF
When I export to PDF a quote or other things (invoices, …) that has more than 1 page length, the PDF generator does not work properly…..what I should do to see the headers in ALL the pages??....I cannot see the header (logo, …) in the 2nd page!!
How upgrade to CRMPLUS
Hello support, Today we have 2 useres created and active for this zoho solutions in "free-paid": - CRM - Support - Report - Creator - Campaings Any pre-requeriment for make an upgrade? how i do this? Thanks
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