Add custom field in quick window from clients
How can I add my custom field in quick window "potential" from Clients?
Custom field bug
Hello, this formula is wrong, why? I use it in a calculated field with no problem, i add it in an other field in the same module but throw an error... is it a bug? If i select the data type date/time can i use only date? And if wrong condition can i leave the field empty, how? If(Or(Startswith(${Invoices.IVA},'Subito'),Startswith(${Invoices.Prima Scadenza},'30')),Subdate(Adddate(Newdate(Year(${Invoices.Invoice Date}),Month(${Invoices.Invoice Date}),1,00,00,'AM'),2,'MONTH'),1,'DAY'),Newdate(Year(${Invoices.Invoice
Outlook Plugin Disappears Frequently
Hello, I have gone through the past couple of years noticing my Outlook Plugin for Zoho disappears from my toolbar. I have looked in the Outlook Options>Add-Ins section to find it in the "Inactive Application Add-ins" section. I have reactivated the Zoho Plugin, and it stays for a while. Then it randomly disappears again. I have tried the alternative method far too many times of uninstalling and reinstalling the plugin. I am running Windows 7 Ultimate 64-bit with Outlook 2010 version 14.0.7128.5000
Cant figure out how to mass email leads
I've created a campaign and selected all the leads that i wish to email. I also have the template ready to send them. please advise on how to send the email out. I have done this before but the system is SO non intuitive that i can never find it again!!
Where is the Roles section?
Hi I cannot find the link for Roles. We have the professional edition. I'm following the directions on https://www.zoho.com/crm/help/security/create-roles.html#Create_Roles but I don't see "Roles" anywhere on that page. Can you help me? Thanks!
Custom view not showing all Job Cards
Good day. I have found multiple job cards that are not pulling through to a custom view. All parameters are correct and I have made sure that the job card falls within the specific criteria yet it is still not appearing. Please urgently assist as this a causing billing delays.
Ipad app is read only?
I set up on my laptop...then loaded the ipad app... it will only let me view. Is this because I have the free version or I need to change a setting?
potential/amount: only manual changes ?
Hi, while converting leads to an new potenial, i want to prefill /custumise the amount. Can i only chance amount manually? why? thanks for answer Heiko
How do I create professional looking newsletters?
Has anyone else been less than satisfied with how the newsletters/mass e-mails from Zoho CRM look? They don't look as professional as newsletters from other available e-mail/newsletter solutions (Constant Contact, MailChimp, etc.). How have you solved this problem and used your Zoho CRM leads/contacts to create professional looking newsletters?
new fiel dependent by another research field
I would fill my custom field on a module "potentials" with the informations I had written in a field on "invoice" module. I send a screenshot to illustrate better the example. Thanks, Pasquale
Contact Name in quotes is not working
Cannot search for or enter into Contact Name field in quote module. Have also tried removing from layout and adding back in.
Question: How to set up duplicate check on a custom field?
Hello All, I have been working with CRM for some time now and I must admit I have not figured out how to set up a check on a custom field. Our Company uses a Danish service with Market Data to search for "leads" Each Company in denmark has a Unique ID which i would like to be able to search for or create a rule on. Just like the "rule" that you cannot have 2 leads with the same email. What I have done so far is just create the "field" and when i do my import I have inserted the "Unique ID" in that
Right CRM software
Hello friends, Can anybody suggest me a right CRM solution for hotel management ? Do reply.
Lista Tarefas/Atividades, Grid mais completa
Na grid principal das tarefas, acrescentar colunas Contas e Contato. Isso permite a gente selecionar, ver qual o contato a ser feito primeiro. Na forma atual, para saber a que Conta/Contato se refere, precisa ir abrindo tarefas até localizar a desejada. Também, ao abrir tarefa, permitir visualização dos dados de contato (email, telefones...)
Data Storage
I am new to this software and wondering what Data Storage (all modules) means? The first version comes with 5000, second 100,000 and then unlimited. Are there limits to the amount of accounts, leads, contacts, potentials or information/data within those ... across all account platforms from free to enterprise???
How do I get a report of sales orders for a customer with what products they purchased?
I'd like to simply run a report for a customer and see what products they purchased without opening each individual sales order and writing it down.
Automatically include Contact email address in Custom Module field
Hello all, I have created a custom module with a few different custom fields that I populate through a csv import. I would like to keep track of bookings (travel business) and the custom fields I created are: Arrival date Departure date Name of the guest Property name (Account) Name of the property owner (Contact) Email address The property name and the name of the owner are both lookup fields. Through these I have created a link between the booking and the contact and account stored in Zoho. Unfortunately
Email sync issues?
I seem to be experiencing a sync issue with my gmail account? I end up only seeing code similar to this: {"partnerName":"Zoho","module":"Leads","startIndex":1,"imagePath":"//img.zohostatic.com/crm/v640/images","zmailId":"}]} I did not paste in the entire code for security/privacy reasons thoughts?
Automating activity creation and reminders
Hi - I want to be able to automatically create follow-up activities when a sales person contacts a new lead. I would like my sales people, when they send an e-mail to a lead in ZohoCRM, they will get an automatic reminder in two days to call them, or it would create automatically a new activity to call the lead in two days. Is this possible through Zoho CRM or an add-on? Sandy
Import of contacts failed after deleting all
I succesfully imported 4 batches of 1000 records xls files. The fifth batch refused, indicating it shouldn't have more than 301 records. I delete all contacts to start again, with that 5th f batch but alas, now all files, including those that imported previously fail with the same cryptic error. How can I get all of my records imported? BTW, the mass delete of contacts is really combersome. Please help.
Notes for this Lead is not saving
For a particular lead, if you Add a Note, it is not getting saved
Do you have security levels on client data so I can restrict my staff from accessing private info?
Hi there, Is there a way to restrict my staff from viewing private information on my clients that is very confidential? I envision having a section on the client contact form that is only able to be viewed by the admin. Do you have different security levels? Please advise. thank you! Marla
Company logo size should not exceeds 20KB.
This limit is unreasonable in my opinion and furthermore if the system refuses the size (which is not documented in the help) all of your other field data is lost. Please review the UI process. Finally, you have a typo: Company logo size should not exceeds 20KB. Should be Company logo size should not exceed 20KB. dgd
Is there a way to link CRM potentials/accounts/contacts with Calendar?
It would be so helpful to be able to link events with the potentials and accounts so it's all logged together and when we go to the event in the calendar, we can link right into the potential/client information. Is there a way to do this?
Would like to be able to link a task to a calendar event
I manage my tasks as follows which I think is fairly common for many business people. 1. I create a list of tasks. 2. I schedule my time in advance as much as I reasonably can. Perhaps I know that I have 2 weeks to complete Task A, which is going to take me 8 hours. Well tomorrow I might schedule a 3 hour block on my calendar to work on Task A. Unfortunately there does not seem to be a good mechanism within Zoho to link a calendar event to a task. I can link a calendar event to just about everything
New to Zoho-CRM Cases-Unable to process your request
When I try to enter a Case in CRM, i enter all the data, then save and it gives me "Unable to process your request" Click here to go back. We are trying out Zoho to determine if we want to invest for all the users in our company, though this is a show stopper. Please help. Thanks, Nick Manning PRIER Products, Inc.
No customise an automatic relationship between between "contacts" and "opportunities"?
Hi , i would like to transfer changes in "contacts" with appropriate " opportunities" . f.e. better Job -> higher probability Why can't I customise an automatic relationship between between "contacts" and " opportunities"? thanks for answer Heiko
Showing actual age in years and months
I need to see, under leads and contact, the actual age in years and months, How I can do this and under which plan?
I can't send email from the lead page
I press the send mail button and instead of opening a new email tab, it says 'Pop-up Blocker is enabled in your browser. Kindly disable that and try again' I am using Chrome on my Mac. I was using Safari, but the same message appeared. I am not that dim and I have disabled the pop up blocker in both Safari AND Chrome, but the message still appears.... Any ideas??
ZOHO CRM reverts changes applied without notice or cause in the last 7 or 10 days
Hi, I have noted that in these last days, Zoho CRM reverts the changes made by us in the last 7 or 10 days. Any general issue that are you facing? So, this means we have lost information of 7 or 10 days... I have checked the auditory register, and changes reflects that we made. But if you go to a given prospect, the last update does not correspond to the effective last update to that register. Can you help me? I am really concerned about it? If ZOHO CRM can not ensure consistency , it is not the
We are experiencing an ongoing issue with Tasks.
instead of Accounts in related field it comes up as Potential. How can I fix that?
Can we add contact information captured on zoho forms to the contact list?
Can we add contact information captured on zoho forms to the contact list?
CRM Custom Reports do not Appear as Source Reports when creating Dashboard Elements
I am trying to create dashboard charts based on reports that I have created in CRM. The reports work and run as reports but are not available for selection as Source Reports when creating the Dashboard Element. What am I doing wrong?
Same organization different CRM versions
Hi, It's possible have different CRM users versions, Example 3 Enterprise and 2 Standard in the same account? Thanks in advance, Xan
Workflow Alerts are not sending on Sundays!
We have spent several weeks troubleshooting a client instance of CRM with workflows that change fields and send alerts but do not appear to run correctly on Sundays only. They appear to run fine on Monday through Saturday, but on Sundays, they either don't run, or they don't send the email alerts. Customer is not happy. How are they supposed to work? Leads have a date/time field of a future appointment, Appointments can be on Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, never Sunday, Workflow
Problem with import csv !
Hello, my problem is: when I import my list csv contact, that's what happens: What to do to get to separate?
All Email Alert Workflows Stopped Working
We have multiple workflows that generate email alerts. First they never would trigger an email alert on weekends???? (Zoho has not resolved). Now for no apparent reason all email alerts have stopped firing? Any ideas what would change that could cause either of these issues? Unfortunately we are likely going to cancel the subscription because it was purchased to automate lead processes primarily.
Mobile App for iOS - allow screen turning for longer view on eg opportunities
Hi, Thanks for opening up the Mobile Apps access! I'm sure my activity will go up by heaps. I realise that most of my Potentials look the same in the Mobile App, because they are on the same topic for various customers and the customer name comes later in the text. And I want to avoid acronyms if possible... By turning the screen from Vertical to Horizontal as in most iOS Apps the field for potential name could be much longer, enough for this to work. Best regards, Carl-Magnus
Reports only exporting half of data
I am trying to export data from a report and it is only allowing me to export a few pages then goes to no records available. Is anyone else experiencing this? Leah Edwards
PLEASE ANSWER my question about the permission
Hello, is there any possibility to set such permission when the user have an access only to his data. In other words, the user is allowed to view only his leads, contacts and clients. So, I want some users to see everything and limit the other users somehow. Thank you, Xenie
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