Alert Notification
How do you turn off the "alert notification" at the top of the screen? It's very annoying.
Spanish Translation is bad
Hi, I have problems with translation to spanish, it changes my information in leads and contacts. I don't want translation, how do I change or quit this? I don't know what I changed in my configuration. Thanks Alfredo
Create Customized reports
I want to create a report with certain KPIs. Need help
How do I set up Document Library? It is not showing as an option, even in set up.
We would very much like to use the document library feature with Zoho but it is not showing up as an option. How do we activate this feature and begin to use it?
Unnecessary and unwanted change to the description box cursor placement!
So you changed it from the cursor automatically being placed at the top of the Description field to the bottom. The way we record changes to this was based on the way the cursor used to act i.e. we update from the top. Now we have to scroll to the top, past years of notes, every time we make a change (which for me is probably every 5minutes). It sounds like a small thing but it's very annoying! Why change what was working fine! Please revert?
Using Zoho for mailings
I am new to zoho so perhaps some experience users can tell me how they use Zoho for mailings. We have all sorts of mailing list in excel. I would like to import these mailing list into ZOHO so that my sales team can begin to work and qualify these leads. Is there a way to note in Zoho every time that a mailing is done and when it was done? I would of course like to do the update all at once.
Adding notes
Why has adding notes within an account or contact gone from a simple one click operation to a two click ?
Notes for this Lead
Major ANNOYANCE!!! When entering data into the "Notes for this Lead/Contact," the cursor is visible, but when beginning to type, the cursor is no longer active. A second click, in the same location, is required to enter data
Lead Groups or Lead Folders
I am using Zoho Crm to help manage clients or "callers" in my business. I have my lead form set up with one of the first Fields being a drop down box, ready for clicking what category of callers I am on the phone with. For example: ______________________________ A: Sales |<-------------- B: Technical | C: Customer Service | ______________________________| Is there a way to set Zoho Crm up
"The Chicken or the Egg" - Zoho or Outlook first?
I am starting from scratch moving from an unproductive paper calendar based CRM. I originally intended to work from Office for Mac 2011 and Outlook. I ran into a friend who uses Zoho for his marketing. I am building my electronic contact list and needing to focus on the sales & management process while doing so (got to make a living while doing this), which should I focus on first, Outlook or Zoho? And maybe a practical how to suggestion too... Thanks
Integrate "only our outgoing" phone calls to Zoho-CRM.
Hi we're working with a swiss VoIP-Provider (www.e-fon.ch) and got Snom320 phones. Our System we're working with is OSX.10.9 and the Browser is Google Chrome-Version 38.0.2125.101. So, now we're need to integrate "only our outgoing" phone calls to Zoho-CRM. How could we do that? Thanks you in advance for your assistance. Best regards Toby
Amount in INR
I want to change the value/amount in INR from $ under potential. Please guide.
PRODUCT CODE
HELLO I STARTED A WEEK AGO WITH ZOHO AND IAWAS DOING FINE CHEKING ALL THE FEAURES. I WAS CREATING A NEW PRODUCT AND THE PRODUCT CODE FIELD IS IN GREY AND DOES NOT LET ME INPUT ANY DATA. IT LOOKS BLOCKED . I AM THE ADMINISTRATOR SO HOW CAN A FIELD BE BLOCKED. I HAVE O IDA ON HOW TO PROCEED PLEASE HELP. THANKS GABRIEL
Unable to get into the Projects module
Hello Zoho Forums, I'm trying to get into the Projects section of our Zoho account and I am unable to (error message at bottom of post). From a Permissions Standpoint I am an Administrator. As roles, I am a "Manager" which is one step under the CEO (we have one person in our company as the CEO). Looking through all the settings, all Administrators should have access. The only person in our company able to access the Projects however is the CEO (who is also an Administrator). Can someone help
Has anyone used Zoho CRM to run telemarketing campaigns? Particularly interested in how you track call-backs?
Particularly interested in how you track call-backs?
Both Sales and Purchase Orders gather the same Producto "price"
While working on the Sales and Purchase Orders, I found out that both gather the Product "price" from the same Price field in the Product information page. There should be Cost and Sale Price fields in the Product information page and the Sales Order should gather the Sale Price information and the Purchase Orders should gather the Cost information of the Product. Please revise.
How do I send e-mail to Zoho CRM contacts using different "From" email addresses?
I would like to use different e-mail addresses to contact various groups of people. How do I change e-mail addresses, so my Zoho contacts will see different e-mail addresses, based upon certain demographics that I choose?
Does Zoho CRM supports Many-to-Many relations?
Hello All My customer is using Accounts module and one custom module Franchise Contacts . Is it possible to add multiple Accounts under one Franchise Contact ? AND Is it possible to add multiple Franchise Contacts under one Account? I will appreciate your quick response. Cheers,
Cloning Views across all users.
I am the administrator for Zoho and have created custom layout/columns views for modules, such as leads, accounts....I would like all my employees/users to see/use the same view, how do I make sure my custom view is cloned and available to all the users in my organization?
Emailing from an account in Zoho
Unlike the leads modules, after converting the lead into an account, how do I get their notes to be tranferred over to the accounts module? How do i also send emails, using email templates, from the accounts module? (I'd like to log their emails and notes)
Exact time of comment creation dissapeared
Hello, we were used to exact time of comment were added to Lead, Contact or Account. After recent updates we see only day and month. Is it possible to turn it on again as it was. Because it is important for us to know, when comment was added to system. Thank you in advance, Ivan
Change View in "Open Leads"
I would like to add an additional column of data in the "open leads" view. How do I do this?
Open Leads - Change View - Add Fields
I saw a post for this from two years ago. I'm trying to show a lead's job title when viewing the list of open leads. Currently... Lead Name - Company - Phone - Email John Smith ABC Co. 00-000 aaa@aaa.com --------------- How can I add "Title" to this list of columns?
Conditional Phone Number
I have a lead who has a phone number, specifically the main number to his office. On my "open leads" this number is shown. But, when I get a better number for him (like his personal cell) it will still show the less important number. Is there a way for to, on my "open leads" view to show the "best number" which is derived from the list of all phone numbers I have for the lead? Cases BestNumber: Only one number : BestNumber = that number. Phone & Mobile
How Can I Get The Phone App Back
I know I need to pay $3 a month, but where do I go to find it and pay.
Leads List
Can I create another, separate Leads List?
Is there a way to delete a CRM record using a custom function in CRM?
What is the best way to delete a record using a custom function? I've got a rather complex function and one of the steps based on a series of conditions is to covert a lead to an opportunity and then remove the lead, only I can't seem to find a way to delete the lead. In my searches I'm finding the Data Access tasks in Creator, but there doesn't seem to be anything like that in the CRM Custom Function script writer.
Zoho CRM - all look up functions not working at all
I've also now discovered that all look up functions in Zoho CRM are not working at present - please can someone let me know what is going on??? This is ridiculous!
would like to know if when an employee leaves can they delete all there contacts?
Would like to know if an employee leaves can they delete all there contacts or all contacts? If so can I recover them? These are contacts that were made while working at our company so they should stay with it.
Showing Zoho Reports as Dashboards in Zoho CRM
As per subject line - is this possible?
Account Information in Potentials
When creating a potential and performing an account lookup - is it possible to also bring additional account information into the potential - specifically State. We have numerous customers with similar names and additional information to quickly show in the potentials view would be very helpful. Thank you.
Problem fetching related records to a Note
Hi, I am having problems fetching Contacts related to a Note. I want to know, based on a NoteID I have saved in my own database, which Contact is associated with the note: $ curl -G 'https://crm.zoho.com/crm/private/xml/Contacts/getRelatedRecords' --data-urlencode 'authtoken=xxxxxxxxxxxxxxxxxxxxxxxx' --data-urlencode 'scope=crmapi' --data-urlencode 'newFormat=1' --data-urlencode 'id=1293595000000073096' --data-urlencode 'parentModule=Notes' <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Contacts/getRelatedRecords"><error><code>4401</code><message>Unable
"Page of pages"
I report after the solution to print on the bottom of my quotes the number of page. But I would print "page(...) of pages(...)" How can I do? Tanks, Pasquale Bondanese _________________________________ Yes, you can add page numbers in your invoice PDF files using our custom template feature. Please follow the steps below to add page number in custom template: Go to the Settings tab Click on the Invoice Template under the Invoice Settings section Click on New Template button from the right hand
Zoho quote export to PDF not working - please help as I need this urgently
I am having trouble (yet again!) with Zoho CRM in the quotes not being able to export to PDF. This is a recurring issue and one that is incredibly frustrating as I need to get my quotes out urgently but this is delaying my ability to do so. Please can you let me know ASAP what can be done? Thank you
Using Templates for Cases in CRM
Hello, When we create a case, we would like to update our contact for that case with information from the case that we generated in Zoho CRM. We create cases for our customers and would like to notify them of certain specifics from the case that we input into the CRM. I see that when creating email templates you can pull "merge field values" from cases but I can seem to figure out how to use the template to auto-populate with the case specific information to send to my clients. I have created a
Unable to process request
Since this morning whenever I plug in a potential, I get the following message: Unable to process your request Also when I submit a note, it says loading but it does not record the note. I use the free version of Zoho CRM
New Version Notes Window
Please add back the ability to resize the window while editing and allow for scrolling while editing the notes. I wrote this earlier but cannot find the posting.
Updated Notes Window
In the update to the notes section of the CRM, you cannot expand the notes section and you cannot scroll within the section either. This needs to be fixed PLEASE.
CRM API auth token creation does not work on iOS 8 browsers (browser mode)
We use the Browser Mode CRM API to create auth tokens in our iOS app. The URL we hit is https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoCRM/crmapi . This returns the token inside a "pre" tag in the response. This used to show up fine in iOS 7. But, in the new iOS 8, this doesn't work anymore. iOS8 Safari browser seems to treat the response as a file while Chrome in iOS8 just gets stuck with a "please wait..." screen. We are dependent on this API for our Zoho integration and hence this is
Hi guys. How can I link them to zoho
I hav a web form on the website(the form hav some fields such as username\email..). How can I link them to zoho(like zoho's CRM)? How can I use zoho to send out notification to users and sales? Thanks!
Next Page