Related list page layout customization
Is it possible to change the display order for related list categories? For instance, in contacts, the Open Activities is at the bottom of the page and I'd like to move this higher up in the list.
Extra blank activities in custom reports
Quick question. When I set up a custom report for activities without a filter for the Activity Owner I see the only 6 open activities currently we have in Zoho (just setting it up). See here..... The results of these settings... ###################################### ###################################### When I add a filter to this report to only show me activities with the "Account Owner" as a certain person I see a bunch of blank entries (I expected to see less entries with this filter, not more).
Mail Integration
Hi, Can we configure a dedicated mail group on Zoho? If so, how can we do that? Thanks, Sylvestor George
Not able to register a .travel email address
When trying to create a new user, I cannot use an email ending on .travel: example@domain.travel Please advice.
Does Zoho offer Paid Support for assisting customers with items that we have not been able to figure out?
Hello Do you offer paid consulting to work through configuration issues with setting up features? For instance we have some users that send mail to our contacts and when we look at the list of emails that have been sent or received under Accounts/Emails, Some of our employees names do not show up in the list. Even if they are the Account owner. I have not been able to figure this out. Thanks for any help you can provide. Steve
Copy data from one field to another in the same module
Since Zoho Convert places the LEAD Company Name into the Job Name that we have been using as a "job name", we need to create a new field (Job Title) and move our job names to job titles. How can we accomplish this task automatically?
Reports Module showing me data that doesn't exist!
I've created several reports to provide detail on opportunities in certain stages. For example, I have one which should display multiple fields for opportunities at Stage "Qualified Lead," with a closing date between Jan1 and Sep 30 of this year. The report seems to be pulling all the records that match those criteria. However, it is also creating rows for several "opportunities" that appear in the report with no data at all. The qualified lead and closing date fields are blank or null. And when
How do you set up children/parent relationships for an alumni CRM?
We are trialling Zoho and wondering if other organisations have used any particular way to track relationships between contacts. E.g., Zoe and John are children of Frank and Suneeta. Sometimes you want to search by the student facts (class of XX, left in year 20XX, was in Classroom A, etc) sometimes you want to search/send campaigns by the parent/guardian facts (e.g. parent from 1986 - 2002, children attended these classes etc). How do you link this kind of information together in Zoho CRM? Thanks
Zoho CRM to record emails against Leads
Hi there, How do I get our company's Zoho CRM to record emails against Leads from more than one email address? We have two Zoho mail accounts but only one email address stores against our Leads. Thanks!
custom report criteria not working
when ever I set up a custom report filter criteria and save it the report does not give me the option to select same when running the report. I have tried several different reports and I am a paid user for the professional edition
Not getting reports through automated email?
For the past few years we have had a 'user created' shipping repot that would automatically be emailed to all users. A few days ago that stopped. I'm not sure why but those automated emails have stopped. I am drawing a blank on where to look to check for this feature? Any assistance is appreciated.
Updating contact's owner based on account's owner
Hello, Is there a way to update the owner of all contacts to be the same as the owner of the parent account ? Thanks, Ofer, Tomedes
Has anyone done a succesful creator update via webhook crm?
If anyone has completed an update of a zoho creator record via webhook crm & is open to send me in the right direction....would be greatly appreciated...
are webhooks supposed to work on ports other than 80?
Good day, I have a webhook which works fine. A Workflow trigger calls my web service which is on port 80. But when I put my web service on port 85 (and of course I update the Webhook to call http://myservice.com:85/myservice), it no longer works. I get "HTTP Response - 1" in the Webhooks Failures log. I am able to call up the web service on port 85 using other tools like curl , so I know it is working correctly. But Zoho CRM does not seem to call the web service on port 85. Are web services other
Problem with email plug in
I setup the plug in for email. It is setup for a Gmail account. When sending an an email from the "send email" section of account record, it works fine and invokes Gmail. When clicking on the email address which is highlighted in the top section of the account record, it invokes my Outlook mail editor. How can I change that so that it invokes my google Gmail? Thanks, Jon
Slow Loading to send mail
Can you tell me why it takes so long for the email form to appear . Also, zoho is very slow loading from next function to the next contact. I clear my cache, I've checked my end, no problems here. thank you
Export to Excel for reports not working
Export to Excel for reports doesn't seem to work today. I click Export, select export to excel and nothing happens. Usually the page cycles and I get a report at the bottom of the page to open/save. Any ideas? Not working in Chrome or IE.
Who Can See This View?
When I try to dictate who can see a view, the rules are not honored by the CRM. I have tried doing it by individuals and by roles.
Categorise a report by country
With the reports, is it possible to categorise a report by country? Thank you in advance
Projects Tab in Zoho CRM
I've done all the steps illustrated in https://help.zoho.com/portal/en/community/topic/enhancements-in-zoho-projects-integration-with-zoho-crm , but it doesn,t work. I've not done the mapping. I've created from the administrator of the project portal a new project exclusively for this account, yhe same of the CRM. What can I do? Thank, Pasquale
I created a new module and am unable to create a related list for it.
Because of the nature of my business I needed to change the default "accounts" Tab into my Clients tab so I needed to create a new module for my client's accounts ( I am a financial advisor and my clients many times have more than 1 account). I am wanting to be able to see a list of the accounts when I open a client record but am unable to do so. HELP!
CRM feature request- customer portal
The customer portal on Zoho invoice is great- the same thing would be great on the CRM module. Would allow some go between, but need controls like what a customer could see on his CRM portal page, dont want any private notes to show! Greg Aanes 2109 Queen Street Bellingha WA USA
Workflow Automation Guidance Required
We need guidance on workflow automation , ideally would like to explain what we are looking for , and then if you can suggest us ways , this approach will be faster , and avoid to & fro of mails .
Add multiple 'related to' fields to an event
Hi, I want to be able to link an event to a product and an account. I only see 1 link to either of both ('related to'). Is it possible to link it to both? Can I define an extra field like this somehow? Thanks in advance! Kurt
Can I change the width of the tabs/columns in my LEAD View?
Is there any way to adjust the width of fields so that I can see all the fields in one view without scrolling left to right? I've tried the option of fit to page but it doesn't work for me. Below is an image to clarify my question:
Conversion Rates
How would I get my conversion % from Zoho if I wanted to included all my leads except for attempted to contact and Junk as well as get in a monthly break down? Any feedback would be very appreciated.
About Territories
Hi everyone, I created two territories on CRM and I would like to know something. Is it possible to create different fields in Leads/Account/Contact tab for the Territory A and others fields in Leads/Account/Contact tab for the Territory B ? The users from the Territory A and B must solely see fields from their Territory. Somebody can help me ? Damien
Signature Pictures won't show
Hi, I always had a signature picture and everything worked fine. Now I had to change the picture and it does not want to insert it. I go in the signature field and say "add picture" then it gives me the browse option and I select my picture, it uploads it and shows it in the little pre-view screen. But when I then say insert it does not react. I have tried jpeg, png and gif all in sizes between 47kb and 500kb - so they are far from the allowed size of 300MB. Please advise.
Bring other fields into a child or parent field using lookup field type
Anyone know how to get other fields to come into a record from a child or parent record? I have a lookup function in a table and I am trying to get it to bring additional information from the table with the parent record. If I choose the name of the record, for instance, I want it to bring other fields, such as address or phone number, from that record into the parent record.
Signature Footer
I try to change the footer of my signature. I had uploaded a picture before and it worked fine. Now I want to change the picture. I go to the personal settings and edit the footer. I delete the existing picture and 1. with control V add the new picture or 2. with "add picture" browse it on my PC In both cases it does upload and shows it correctly. It even tells me it has been updated but when I go out and in again it still shows the old picture.
Web Forms
Hi, We have been using your web to lead function and we have never had an issue. When a form is submitted through our website we have started receiving the following error 'enter correct code'. We have not changed anything with the form, do you know why we would have started receiving this error and what we need to fix it? Many thanks, Clare
Search Layout
In the search layout we can choose which data items to display, but is there a way to also tell which order we want the data fields displayed?
how can i link potential to a contact and not to account?
i have few contacts under same account and the potential is per contact. if i open the potential under contact and then save it, it won't appear in the contact then but only after the account. very annoying. is there a way to solve this?
my text is red underligned each time I add text in text box everywhere in Zoho CRM
Hello My language is French, and I use ZOHO Crm in french. When I add comment (anywhere in ZOHO crm : contact, account or potential), when I type my text, all the words are red underlined, as if the words were not recognized in the french dictionary. If I type english words, there is not red. Can you help me to fix that ? Didier
How can you change the Administrator (the one who created the account)
The Employee who created our ZOHO account has moved on. How do we allocate the role to another individual
Convert to potential report
How can I edit the "converted leads" report?
Recording Calls
When I am in a Lead there is a menu item on the right that says "Add a new call" but it's not there when I'm in the task. When I add a task that says, "Call customer X" I want to be able to record that call when I make it so I can run a report on it. The "Add a new call" option is not there in the task - I have to click back to the customer. Is there a way around this?
Restricting Access to sheet view
Is there any way to restrict the export of data via sheet view?
User Restrictions
Can I add a User who only has access to the copy customization feature?
Zoho CRM mobile app not working
I recently upgraded to the Professional edition of Zoho CRM but I still cannot access the mobile app features. When I try to log-in through the app it simply says: "SERVER ERROR". I tried deleting the app and re-downloading it. Can you help me get the app to work?
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