Export Account list to a spreadsheet
I want to export my Account list to a spreadsheet for my accountant.
If you add an attachment to a lead and then convert the lead the attachment disapears.
Hi, we create custom quotes for our customers using different tool then ZOHO CRM. They are in .pdf format. My sales rep upload them to the lead and then convert the lead to an account etc.... After it converts the attachment is no longer there. Its not under account, contact, etc... I have informed my sales reps to make sure only to do attachments under account for now. Any way to fix this? Thanks, David Swanson
crm dashbaord - todays leads not showing up
Hi There, I am sending emails which include my tracking ZOHO email which the emails are not showing up on the dashboard for "todays leads". the lead is being created tho!!. another issue when the dashboard is in customise mode. open tasks section - doesnt show who the task is for. so i have a number of arrange appt, arrange appt, email intro etc. only in classic mode does it show the account and contact. THIS IS A MUST for the other view. its redundant without!!!
ZOHO Mail in CRM NEEDS HELP!
Ugh. I was working on an email in Zoho CRM for the last 30 minutes and lost the entire message because I dragged an attachment into the email. Within seconds the email turned into a preview of the document I added. Email lost. UGH! Tried using history to go back a page, but no luck. ZOHO CRM EMAIL DOESN'T AUTOSAVE. Drag and drop works great in ZOHO MAIL and AUTOSAVE works great in ZOHO MAIL. PLEASE MAKE ZOHO CRM MAIL WORK AS WELL and help me love Zoho. Thanks!
Send Email Campaign to Contacts that are Customers?
I am building a View in Contacts to Sync with Zoho Campaigns to send emails to my customer contacts. When designing a custom view in the Contacts Module, I don't seem to have Criteria available for Account Type. I'm unsure how to make a View in Contacts where Account Type = Customer so that I can then sync that view to Campaigns. Thanks so much!
About the sector field
How can I mantain the sector table or field? Is there a way to add more sectors in my CRM?
Contact screen keeps defaulting back - and not showing all of the information?
The contact screen keeps changing - and the information that was entered under "Contact Information" - like "lead source"< "account name", etc - is blank. When I shut down the website and reopen it - it starts working for the first few contacts, and then keeps reverting back. HELP!
i can't create a new user
The massege is: the email already exist Email to create: mlatorre@solinempaq.com.pe
De-select from picklist
I created a custom pick-list field in contacts, and can't "deselect" if I don't want to use that field (having clicked it accidentally). Do I need to create a "none" in the pick-list values? How do I do this without having to delete and recreate the whole contact? Thanks
Send email from a module using api zoho
Hello everyone I have a question for the community. in ZOHO I can send email using the api . For example send a budget according to your id.
Lead Conversion to Potential is not working
Hello I clicked on "Convert Lead" and checked the box to create a Potential however, it only converted it to Account and to Contact. Why is it not converting to Potential? Please help. Thanks
A Converted Lead to existing contact does not update all fields.. just some....Which one? That depends. Yikes
If you use the leads to capture data and ask customers to give you updated information l you might have this problem. We use leads to filter, capture and update existing Customer data. The issue is upon conversion of that new data captured via the lead tab her is what appears to happen. If the lead wants you to update his email address you cannot change it you can only create a duplicate... If the lead converting has blank fields those are filled in but if he changes for example his cell number
Configure external accounts as IMAP in Zoho CRM
Hi, I would like to know if It's possible?, and how can we do it? Thans in advance, Xan
Related to field being deleted in Tasks
We are experiencing an ongoing issue with Tasks. Tasks are being created with a "Related to: Accounts" field. At some point this Related to field is being cleared. What we are left with is a number of Tasks that now do not have an associated Account. We have explored this being an issue with user input but as a task cannot be created without a related to field we have begun to suspect this is a problem behind the scenes. We have not been able to replicate the problem but slowly our list of Tasks
Export contacts from Zoho to Outlook
Is it possible to somehow export contact from Zoho to MS Outlook? I am interested either in exporting contact once it is is created or exporting contacts that are filtered based on some criteria.
Quick Action [Send email] on Vendors Pannel
I missed the email function on Vendors page. Wanted to send e-mail to Vendor in this context. Improve productivity.
How do I add the title "spouse" to contacts under page layout?
I need to add spouse, so that when I make labels, I can have both names on the labels.
Annual Revenue Not Appearing
Hi- In the "annual revenue" column in the "accounts by industry" report is not showing anything except zero. I have many invoices that have been approved and delivered. What am I doing wrong? Why isn't revenue being reflected?
Select all records in a view
How do I select all records in a view? I am running into an issue where I have a view with 1200 records and I would like to update them all with a macro. How do I do this?
Lead Owner mass update by zip code
Is there a way to change the owner of a lead by zipcode ? We have 2 sales territories and because some zipcodes have dofferent leads instead of changing each lead one by one, is there a way you can do this as a mass update?
How to triggers rules 90 days before Closing Date?
I got error when I tried to create a Rule Trigger, to be executed 90 days before Closing Dates of Potentials. The error is " The Date of Execution should be LESS THAN 20 days from Closing Date". I am trying to show a "List of Potentials expiring in 90 days" on Home module. Second best solution would be automatically created Tasks 90 days before Closing Dates of Potentials. How can we do that? This is a single critical requirement that affecting our decision to buy Zoho CRM service. Thank you, Singgih
Tracking monthly recurring revenue in ZOHO CRM
Hi , I have been using ZOHO crm for a while now. Most of my services are recurring service Paid Monthly. In Zoho CRM potential there is no such option. Can any one help in this . I need to track monthly recurring revenue.
Which module to put product "expiration date" field?
We are selling Products that has one year expiration date (as soon as it delivered to a Customer/Account). 1) Which Zoho CRM module can be used to store "Delivered product"? So, we can add custom field "Expiration Date". 2) How can we show "List of delivered products expiring in 90 days" in Zoho CRM Home module? So, sales team can began sending invoice to the Customer for renewal (new delivery of same product). Via online chat with Zoho team, there is ideas to implement this using tasks generated
Accounting capabilities?
Hello, The company I work for is doing some research into CRM suites but suites that encompass the gamut of the business flow including accounting. Does Zoho have any accounting capabilities included into it? Many thanks!
Export Events To Google Calendar
I've activated Zoho CRM on Google Apps already but I don't see any option to export events to Google Calendar. HELP!
Recurring events
Hello I am trying to set up a recurring event on Zoho for staff unavailability but the recurring box is not available for me to click on. Can you help with this please? Thanks Katie
Zoho CRM Advanced Analytics User Guide
We have upgraded our subscription in order to access the Advanced Analytics. Is there a User Manual for this product. I can only see demo data, and do not understand how to sync with my live data. Where can I get guidance for this?
Usage Information not visible, API option?
https://www.zoho.com/crm/help/api/api-limits.html#API_Usage indicates that the page at Setup > Developer Space > CRM API should have a Usage Information section, but ours does not. Is this an undocumented change or is there a setting that the account owner needs to enable for this user, and if so, what setting (and where)? Also, is there any way to query usage quota information through the API itself? We would like to make our application handle its query budget intelligently without resorting to
How to Make Audit Log Export Week's Activity
Can someone please help me out with this? I want to create a formal report that accrues the week's activity and sends out at a specific day and time on a weekly basis
Is there a way to customise the field presented in the Quick actions?
Hi, I wanted to know if anyone knows if there is a way to customise the field presented in the quick actions (see image attached). For example I want to add the job title field to the add a new contact when on a company page- this will save a huge amount of time having to go back and edit the contact each time. I hope this makes sense.
Issue with report generation
Hi, I am trying to generate an Open Potential Report. Strangely, only some of the entries have values for the probability field. Many of them are simply empty; yet they do have entered values in the detailed potential screens. FYI: I have changed the field definitions for probability values. And the probabilities have been changed from its originally entered value as part of the sales process. Why does this happen? Are we doing something wrong? Can anybody help me with that? Thank you, Michael
Integration into Outlook
Hi, I'm trying to configure my outllook with the Zoho plugin. I've synced my contacts okay, tasks and calendar too. When I try to sync email it works for sent items, but any emails that come in from the contacts do not sync, nor do they if I go to the addon and add manually. Chris
Exporting Reports
For some reason I can no longer get any reports to export to Excel. Is there a problem with the system or perhaps I changed a field somehow?
Global search function less reliable
We are finding the global search function less and less reliable. This is a big problem when it comes to preventing data duplication. It's also a big frustration to users. We use ZohoCRM ourselves so that we experience what our clients do. I've done several searches for contacts that do not show up in any of the search results, but are in the database. I can get to them through the account. What's even more disturbing is that I'm the contact owner.
Triggering a follow up email to a lead after a reply is received to the first email
Hi My scenario: Lead comes in via webform Lead sent email 1 asking them to reply in order to verify their details. Upon receipt of the reply to email 1, email 2 is then sent advising that provisioning is under way My question: How can I best achieve this in Zoho CRM? I would like to trigger email 2 based on the reply to email 1 being received but I saw a recent post indicating that the functionality doesn't exist. What is your recommended method for achieving my outcome?
Call Status or Call Result
Hi, I need to display, ON THE DESKTOP CUSTOMER VIEW CLOSED ACTIVITIES SECTION (see attachment), last call(s) Result (or Status?) in terms of "Busy line", "Call again within...", "No answer", She/he'll call you back". Is it possible? Same question as far as integration with the Zoho CRM MOBILE APP: on the Log-this-call popup view, after a call ends on my mobile, there seems to be no field allowing to log such an information to then appear on the Closed Activities Section where the Call is logged
Task list
Once a task is completed is there a way to shade or grey it so it remain on your list but becomes less noticeable. Aside from date and priority is there a way to manual organize your task list?
leads
can two leads have the same name,i.e company name??
Custom company logo best height is 37px
To reach the same height as the the default Zoho CRM logo, not higher as it takes too much vertical space, we use 37px.
Where to Store Lost Leads
When a lead for our company is lost, we mark is as so. However, we would like a totally separate place to file these lost leads (and not necessarily the leads tab) so we don't contact them again. Any suggestions? Thanks!
Next Page