contacts lost after upgrade from free version
When we upgraded from the free to the paid version we lost access to the contacts that we had entered in the CRM. Is there any way to get these back?
Quote feature improvements desperately needed!!
Hi There, I've been using Zoho for a few years now and although CRM is a good app its Quotation module is very, very poor. This really surprises me no-end because I would imagine the business process of "quoting" would be done by majority of your client base and therefore I think its one area that is really letting Zoho CRM down. On that note can I ask what are your specific plans for the future development of your Quotation module and can you please be specific because this will play a big factor
quote number
Can the quote number be edited to match our accounting system and after that number has been edited for the first time zoho should add 1 digit to the next quote prepared by any sales person that uses the quote system. is this a possible feature.
QUOTES AND INVOICES
Hi I just bought the CRM 2 user plan and I am still going trough all the details of learning the system My questions are the following: 1- how do i change the fromat and detail information of a quote and invoice. In the edition of those pages I am, no able to change or add fields to the quote format and also invoicing. I need to add the item code for example to these formats
product look up not displaying text
Hi, when i select product look up it opens the new window, but does not display any text so I cannot select anything.. I have not had this problem before. is there an on going issue i am unaware of? Help as I cannot now create invoices!
Zoho CRM won't load
My Zoho CRM won't load and I get the following message: ???crm.label.error.message1??? What is going on? George Ison
Export contact from Outlook to Zoho
Hello, I have troubles with the plug in. 1) I select contact in outlook 2) I use the export function 3) I can see contacts & account that have been created (not all the one I have selected) 4) I delete all created contact and acount in Zoho + empty recycle bin 5) I export again. Export noticed that many already exist !! And only part of my contact are created.... I'm stucked, please help.... NOTE : I need to fill the Leads from Outlook, not the contacts Thanks
e-mail not available
when i add a new account i can't enter an email address for the account i'm adding the E-MAIL field not exist, only exist in leads but not in accounts
IMAP
Is it possible to add an IMAP email account - specifically, my Gmail or Google Apps account? I see how to do it as a pop account, but prefer to do so as imap. Thanks
Setting follow ups
How do I set reminders for a future date and time ? and how do I receive an email for that on that specified date .
Webhooks problems with &
I have a serious problem in my application. I'm using webhook to save some information in an external database. However, some companies use "&" in its name. By the time I call webhook by step information via POST, the "&", which is placed in the middle of the call, spoils the whole process. What up. You have encountered one of these fails? Have a workaround? If you can answer, I'd be grateful. Att., Clauton Veloso Pugas - Insurance Broker and Consultant
Notifications
Idk when this started, but we do not understand how it works. Please tell us there is a way to turn it off.
Problems with Zoho CRM Users
Hi, I was trying to add another user to Zoho, whose email ID I can use to send emails from. I tried to add it. The user is already a user of Zoho, and the invitation email was successfully sent to the new user. But the problem is that the user cannot access any contact we have in Zoho in CRM, nor any of the templates. Also, when I write a new email template, I cannot chose the new user's email as the sending email ID. Could you please help me and let me know if there is anything wrong I am doing?
updating reports
How do I update a existing report with updated data?
Web Form flexibility
Is there any flexibility to the web forms? Drop down menus, multi-select, etc? All I am seeing is one text box per line and this doesn't suit our needs. We previously used Wufoo for it's flexibility, but we are looking for a CRM system with integrated webforms and landed at Zoho. Anyone have any advice?
Does the free version have a limit to the number of leads to be captured?
If so, by upgrading can I access any leads that were submitted since the limit was reached?
Replies to Notes
I noticed that there has been a change to how the notes look. I see that there is availability to reply to a note. Is there a plan to set up an integration that will notify the original writer of the note that someone has replied?
Account numbers
How do I give numbers all accounts?
Where is the hour of the NOTES??
Where is the hour of the NOTES?? why you remove it? it was an important data to have and it disappeared in the last update :S
Cannot create a New Event Tomorrow Onwards
For some reason when a Standard User is logged into the Zoho Mail platform and tries to create a New Event tomorrow or onwards within an Account or Contact in the CRM App, it will not let you do so. But if you log into Zoho CRM and go to Account or Contact and create a New Event tomorrow or onwards it allows him to do so. Any ideas as to why this might happen? I have Administrator access in Zoho and when I am logged into the Zoho Mail platform and use the CRM app through my Zoho mail, I can create
Zoho API
Hi I am new customer of Zoho CRM. I need to integrate Zoho CRM to our backend of web site www.biz4loans.com I have two question 1. Can some one attach CRM to our back end which was custom made on PHP. 2. what will be approx. cost and time frame. You can call me at 559-487-4087 or emai at bali@biz4loans.com Thanks
Free migration to Zoho is expiring
Hi everyone, Data2CRm automated migration service is launching its commercial version. But you still have a little time to migrate to Zoho for free. More information on this you'll find here http://www.data2crm.com/migration/blog/hurry-start-cost-free-crm-migration Hope it is useful for you! King regards, Mariana
In ZOHO CRM, can not convert "lead" to an "Account"
In Zoho CRM, when I convert a lead, I only see "convert a Lead to Potential" and a choice to pick "Convert to otential". I don't see convert to "Account" Do you know why this is happening? Thanks.
Backdating leads
Is it possible to enter leads with an earlier date (ie ones I forgot to enter) How do I change the date then? Thanks Lorraine
Sizing of Text fields in Contact Notes
Previously, I was able to increase the size of a notes/comments field to see everything. It appears now that I cannot easily scroll up to the top of a note. Any plans to bring back sizing/editing?
Mass Parent Update
So our company has been adding stores as individual accounts. Each store has an account owner. We also have HQ accounts that represent the owners name. When I do a search for John Smith, I get the HQ account and a bunch of other accounts that are our individual stores. I am wondering if there is a way to mass link John Smith's stores to his HQ account? Thanks!
Notes text field can no longer be expanded
I enter notes all day long and it's a real challenge when the size of the text box is tiny. I used to be able to expand this and now I cannot. Scrolling up and down requires me to use my arrow key. Please fix this -- it ruins my day and I enter notes every day. Thank you!! PS: I can't attach a 41KB .png file which would illustrate this. It just keeps spinning.
How to upload files to a lead
Hi all Is it possible to upload a file to a lead? If so, how? If not, is it possible to add a custom field to do allow this? Thanks
Sum of Fields
I am trying to multiply (products.Unit * product.markup)= product profit, but I am getting no results? what am i do wrong
auto renewal emails
The last time this question was answered was a while ago. With a free CRM account, is it possible to email clients automatically when they are due a renewal? Is this functionality available with any version of CRM?
Link functionality is not working when creating template emails.
I want to create a link in to our website. I complete the details but when I press 'OK' nothing happens!
when i modify an event, the scroll of the mouse gets blocked
Hi, i don't know if it only happened to me, but everytime that i modify an Event, the scroll of my mouse gets blocked and i have to refresh Chrome to use it again. Someone more? Can you fix it?
Reports link not working
When I click the reports tab all the reports show up. However, when I click on specific report, it just says "Loading" and it never loads. Jalynn Turner confirmvip@gmail.com 214-797-2050
BCC Dropbox Not Working
Hello, We are on the Enterprise Edition and the BCC Dropbox used to work fine but now it is not working for me and my team members. We've double checked the Admin and the BCC e-mail has not changed, but when we use that BCC e-mail to one of our Zoho contacts it does not save the e-mail in ZohoCRM. Thanks, Dennis
Lookup field does more than I want
I am using the contacts tab and another tab, which I think in the standard CRM is called businesses. At any rate, when I put someone new into the contacts tab , I use a lookup field for the business in which they work (the business name). When I find the business name, the mailing address for the business comes through to the person's personal mailing address. I'm not sure what I did to cause that. I'm not sure what I can do to fix it, either! It becomes a problem especially since by the time
Scroll Bar gone
Why has the Scroll Bar facility gone from the "Notes on this Account" entry field - SO ANNOYING
Import of Quickbooks transactions is incomplete -- why?
I am trying out Zoho as a possible CRM solution, and have been struggling for days to get Quickbooks data to import correctly. First, it only imported products (rather than everything). So, I told it not to import products, and had it just do contacts/accounts, invoices, and quotes. It imported a lot of contacts (curiously, some of them show up multiple times), and 1,866 quotes and a grand total of 85 invoices. Perplexed, I turned off accounts and tried the import again. 1,866 quotes and 85 invoices.
Tracking of Marketing (Emails, Mailers, etc...)
I am looking for a way to track whom we are marketing to, when and how. Furthermore, I need to be able to populate a list of targeted "Leads" and/or "Contacts" that meet particular criteria for marketing purposes. Has anyone done this in Zoho before? If so, how can I accomplish this? Thank you.
Incorrect (outdated, possibly cached) records returned by getRecords API call
Edit 2014-10-08 15:10 EST: Confirmed that a cache is responsible, added step 0 to reproduce issue reliably. Problem Description: Edits made to Leads are not immediately accessible via the getRecords API - instead, old values are returned, despite getRecordById returning correct data. Using the latter is not a solution, as it would require hundreds of calls to find updated leads, instead of one call per 200 records. Steps to Reproduce: 0) Call getRecords API to return a group of records
Problem sync mail with Outlook
After sync the Zoho mail with my account in Outlook, the emails in Outlook appear always as read. Let's say, that Zoho is reading the emails before me, and I don't realize that I have received new mails with I check Outlook.
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