Send out email from the zoho crm task
When we created a task in zoho, it will generate a # that we use it as a RMA#. If there anyway I can directly send customer this # from the task since we do record customer's email as well in the task.
Adjusting column width
Can I change the display width of a column in a view. The description column is to wide and the phone column's don't look right. They are stacked instead of wide and normal.
convert account back to lead
Can you convert an account back to a lead?
Daily Status Update Reports
Daily Status Report: Need to understand if these is a report that could provide us a one stop shop of all the updates to Leads, Potentials, Sales, etc that were made on a daily basis that could be emailed to the Companies leadership. We have a sales manager that is out hitting the streets hard and making some updates in the tool but unless there is a easy way for leadership to see what updates were actually made, we have a hard time understanding if progress is being made. Does such a report exist
Subscription
I have paid subscription but only get 250 emails a day. I have tried to go into subscription to verify what subscription I have paid for but get this screen:- "You are not authorized to access. If the problem persists, please contact our support." Please help
NOT AUTHORIZED for apparently ANYTHING!!
Cannot update credit card information. Cannot add new users. Either produces a virtually blank screen telling me I am not authorized. I've cleared cookies and cache. Still nothing. HELP!!!
Sending eMail from an external package
Whenever I try and send an eMail to someone whose address is registered in Zoho it tries to do it using a web form within the application. What I want it to do is trigger my email package, which every other web environment I've got seems to be doing fine. Have I missed a setting somewhere? Help appreciated.
Visit Reports
Our existing visit reports are written in Word and contain customer / location / who seen / what was discussed / action points. It would be neat to extract all this from Zoho. We tried using Cases for the visit report: this is kind of OK but some limitations: - can only pick one contact - can't mailmerge the fields to make a report. We thought about using the Case as a "wrapper" then creating an event under it to allow multiple people selection. All of the ways we tried are clunky, anyone have
Can Potential Revenue be put into a custom Report?
We have probability and revenue potential, but I would like the risked revenue (probability x revenue potential). I believe I have seen this field on the one of the canned reports, but I do not see it in the fields list for the report modules.
how can i automatically update a contacts field when i edit or add a certain field in Accounts module?
to better help with my email marketing, i have created a few different check boxes under the contacts module to help sort different customers. I am finding it very tedious to enter in all this information twice, because i have to add the data to the account module and then also add it in the contact module. So, my question is, how can I create a rule, that when i update a certain field in the accounts module, it will automatically update the contacts module? (updating all contacts in that account
Description field displaying in one long line...help!
Suddenly today, the Description field is displaying the contents in one long line, forcing you to have to scroll-right to read it all, (depending on how much writing is in there). It has always wrapped-around so that it's all on one page vertically. Please advise! Thanks.
When Deactivating a User, what happens to the notes they entered?
I'll be reducing my subscription by 1 or 2 users. Will all the notes and data they entered still be accessible, or will it be deleted with their account?
Not getting email notifications for tasks.
We have tested this with multiple accounts and users to confirm. In the task reminder there is an option to choose a time and date for an email reminder to be sent to you. These are not coming through. The users emails are correct in zoho. The time, accounts, dates, and reminders are all correct and set. None of the email reminders are coming through, but we are getting account change notifications when I switch account owners. There is no spam/junk setting on it. Is there any thought on if this
Transfering Record from Category to Category
I am just starting to set-up our CRM. I want to move some records I mistakenly have in one category to another... (say "Vendors" to "Contacts" or some other combination.) Can I select several records and move them to a new place? Can I duplicate records into "Contacts"?
how can I set up reoccurring or phased orders?
I have a client that is paying for a service regularly and I want to put the individual amounts by period but don't want to input individually, how can I manage this?
Zoho and Google Calendar Integration
First, I'm thrilled with all the new updates in Zoho! Here's a basic feature that I may be missing. If I create a new meeting in Google Calendar and include someone on the invite I would expect that to create an event in Zoho that is associated with that person so when I looked at that person contact activity I would see the event. My sync seems to be setup properly, is that just not a feature?
How to show the full note or full field without pressing "..."
When I have a long note in any particular lead, the CRM cuts it off unless I press the "..." button. I want it to show the entire note automatically, even if it every long. How do I make this change?
Statements
Hello. I'm wondering if there is a way to generate statement/ list of unpaid invoices for a certain account in the invoices section. I'm quite new at using Zoho, as its a system set up by my predecessor, who was just re-typing the info into excel when needed a statement. Many Thanks Tracy
Administrator access
Have added an administrator who has been confirmed but how do they log in using their own email address
Uploading PDFs
I can't seem to upload PDFs to an account? Any suggestions please.
Create a report of invitees for an event
Is it possible to create a report of the invitees to events?
Entering Notes in Leads section
Hi, I noticed that you have changed the text box for the Notes on your Leads tab (replacing the 'Edit' with a pencil, etc.). With this change, I noticed that you now have to click twice in the Notes text box in order to type text. Before it was only once. Is there a way to change this back to just one click? All day today I have been clicking in the Notes text box, and then typing my notes, only to realize that I didn't click twice in the box and so my text is not there. Thank you! Tom
Changing the primary email address
Hi, I am trying to change the primary email address that emails are sent from within Zoho CRM. I understand that I need to change the primary email address within my account; however, every alternate email address that I use has already been taken. I assume this is due to the aliases setup in Google Apps, however, I can't figure out how to verify that and change the primary email address.
profile deactivation question
If I deactivate someone's profile, what happens to all of the contacts and leads associated with that profile?
Bcc dropbox
I am using Bcc dropbox from my gmail and google apps. The email is received by Zoho CRM and I can se it from the log file that it has been recorded by Zoho CRM. The mail does however not appear in the contact record in Zoho CRM. What to do? Jorn
Closted Activities - Doesn't show under leads when the event is linked to a campaign
We have campaigns that have events. Not all Leads linked to the campaign will attend every event. I would like to look at a Lead's profile and see the events they attend for different campaigns. All events (one's linked to campaigns and others) should show up under the "Closed Activities". Now in order to see what events a person has attended in a campaign you have to go to the campaign and open every event and look at the participants for that event. To do that for 3,000+ leads for 300+ events is
Adding a new event
The window that pops up when creating a new event is small and not user friendly. It would be nice if it opened up like a new lead, contact, or campaign.
Mandatory 'Lat Name' in Opportunity
Hi, I would like to make the 'Last Name' in an opportunity NOT MANDATORY. It lets me click First Name but for some reason the last name is phased out so I can't click on it. I have inserted a look up field for 'account' & 'contact' so this will show the name of the person who the opportunity relates too. Any help would be fab. Many Thanks,, Kylie p.s I am not trialing I am currently using the professional version.
how do i make a field not mandatory
how do i make a field not mandatory. The click button is phased out so it wont let me click.
How to cancel suscription?
Greetings, as I cancel the subscription?
Tasks and Events not registering
When I create a task or even for either a lead or a contact, it does not register with that lead or contact. I can see the task/event under the activity screen, but when I click on it, its not assigned to any lead/contact. Also inside the lead and/or contact, the task/event just created does not show in "Open Activities" Thank you
setup auto responder
Someone please help with setting up auto responders. We have a pro account. I've read both https://www.zoho.com/crm/help/miscellaneous/set-up-autoresponders.html and https://www.zoho.com/crm/help/miscellaneous/autoresponder-scenario.html I've created
Can i create a report based on task completion
Hello, Can i create reports related to tasks completed by sales department. Thanks
Jotform integration
Will ZOHO CRN LEADS integrate all fields in my JotForm? I see other users have asked the question but I can not see your reply? Some users say that all their fields show up in my integration window where fields match JotForm to Zoho but do not integrate. Would appreciate you feedback on this. Thanks
Adding columns to Tasks List and Activities Report
I'm new to Zoho CRM and my problem concerns the Activites list and the 'Tasks and Events' Report. It's actually the same problem for both these. The records returned do not contain any indication of which company or which person the Task refers to. If I create the Lead 'Joe Bloggs' with a company name of 'ABC Ltd' and an associated Task 'Follow-up Call' then I expect that particular Task to be displayed in the Activities Report and the Tasks list with both the company name and the Lead name showing.
searching/monitoring fields for changes
I would like to hire a prospector to call all of my contacts and collect information. emails, names, etc. I would like to be able to see the changes that were made to the records they contact. How would I go about this?
Account Type
Hi, We are a beginers in Zoho CRM. we see that we can classify some accounts as prospects, clients, etc. But we need to create some kinds of prospects, for instance, Prospects-1, Prospects-2 and so on. So the questions are: 1) How can we create others types of Account? 2) How can we include one column of Type of Account in the main window (accounts) 3) How can we search by Type of Account? Thank you very much. Aparecido
Invited Events - Delete from Lead
When you look at a Lead's profile, under "Invited Events" - It lists the events linked to that Lead. It gives the option to edit the event or to delete the event. This should be remove, not delete. When you click on delete it deletes the whole event! Events have been accidentally deleted due to this. We would like an option from the Lead profile to remove them from the event.
Looking for a way to display User Defined fields in another language.
I know you can change the base language of the app and that is great, but it does not address user defined fields. Is there a way to map a second language for these fields?
Leads to potential
How do I transfer all leads to potentials in one go?
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