Restricting sheet view
Is there any way to restrict the use of sheet view?
More information in Potentials
I maintain my potentials quite well but it is missing some information that would make my life so much easier but I don't know if it already does it. When in the Potential View, the only Account Information I can display is Account Name. I like to print the potential list off and go through the list one by one while driving so what I want to be able to display in this view: 1. Account Phone Number - So I don't have to manually write their phone number next to each one when printed 2. Account Location
CRM BUG !!!! WONT LOAD ANY VIEW
I need help as soon as possible, the vies is not working in my CRM, my team cant work with out updates filter !!!
Can't add a new user.
The role name lookup doesn't work. So I have extended ouor user number, but still can't add a new user. The look-up is blocked.
https request Cases getRecords
Hi I'm trying to download an XML with the information of all the cases create and modify in a specific date using the following request, but I only get the ones of the current date request: https://crm.zoho.com/crm/private/xml/Cases/getRecords?authtoken=xxxxx&scope=crmapi&lastModifiedTime=2014-08-26 00:00:00 Anny sugestion ?? thanks
Outlook 2013 Notes have toolbars
When my zoho add-in for Outlook 2013 is enabled my notes have menus. If you close the menus they reappear the next time outlook starts. Normally notes are not this big so the menus take up a lot of the viewing area. After disabling the Zoho CRM add-in the menus disappear. Since we should not have to compromise the other functions of Outlook when we are using Zoho is there a way to fix this?
Trying to associate product to a potential but unable to add expected quantites
I am Adding products to associate with a potential but cannot enter expected quantities. Need expected quantity to generate reports for products against pipeline potentials.
Development some fuctions or modules on Zoho CRM
Eeeey Amigos, we are a company from Monterrey, Mx and we are working with Zoho CRM Solution, but with want a development to make some thing on CRM, like: - Show customized fields on dashboard or window insede the taks or opprotunies module - Obtain or get the product description inside proposal, invoice and sales order, we need the description to edit and add or delete some information because in some cases is necesary. - If one of you is working with Zoho CRM with electronic billing for Mexico please
Print Option
In accounts, contacts, or any other module, we should be able to choose any specific account or contact, etc., using the check boxes on the left, and be able to print those chosen or checked off, only...Thanks... PAA Latest Update (December 2025): The
Many bugs in Zoho CRM : email, mobile app, field updates
Hi Following all the emails I’ve sending out and on which I got no answer…. 0. Field updates Not all the created fields are available in the drop down list of the fields updates automation. I cannot select « priorité », which is a field I created under « prospect ». Can you help ? 1. Email Integration The following link « configurez maintenant » (setup now) does not work as per screenshot https://crm.zoho.com/crm/ShowSetup.do?tab=addons&subTab=zohoApps When pushing the green button on Chrome or
See all invited people for an event
Hey all, I'm calling https://crm.zoho.com/crm/private/json/Events/getRecords?authtoken=[my token]&scope=crmapi to retrieve all events in my Zoho CRM account. If an event is related to a contact then I'm able to get the contact details using [CONTACTID]. What I can't seem to get access to is the list of participants for an event. Does anyone know how to get the list of participants for an event?
Scheduled calls - data bug, reminder and calendar
Hello, There is a bug in scheduled calls. I get error that start of future call can't be set in a past ... even if I set it next day ... Also no reminders don;t work - and that is key future in scheduled calls. I would like also see that calls in a CRM calendar. I think tjat could help. Regards
Monitor Payments
Hello, I am using Zoho CRM. I want to monitor payments received from converted Potentials. I connect CRM to Zoho Invoice. However, I cannot send invoices via Zoho Invoice. I am using for invoicing another system. Is there a way, I can monitor payments without sending Invoices to customers via Zoho Invoice? Thanks, Haim
How can sheet view be forced to use CRM locale?
I set Zoho CRM locale in which decimal parts of values are separated by commas (in potentials). However, when I use sheet view button, these values are displayed with decimal part separated by dots, which makes this useless for mathematical operations (these values are recognized as text). How can sheet view be forced to use CRM locale?
Idea for feature in CRM
I would love to be able to mass email all Contacts associated with a Product. I can run a report for this but I cannot create a view and thus mass email because you cannot seem to create a view based on criteria from two Modules. Thanks, Marci Tenpas
Problem with boolean values in CRM
we have some Boolean fields that appear to have something other than true or false in them. I can create a view with total records and note the total. Then I can add where the boolean field = true, note that subtotal. Then change it to false, note that subtotal. The two subtotals do not match the total. Is there an easier way to fix this other than mass update because that will involve selecting or deselecting hundreds of records? Is this a bug in the system? Thanks, Marci Tenpas
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
# of Records
Hi, How many records can you have on the free edition? What counts as a record? and where can I find how many records I have already used? Thank you, KRB
Linking a copy of lead capture acknowledgement email to lead/contact
Hi all, Please forgive me in advance for any naïvety. I am currently setting up a webform for lead capturing. I have chosen to acknowledge all successful submissions by using a custom email template. I have noticed that this automatic email is not saved against the lead on the CRM, and wonder whether there is any way to do this? I'd expect to change these automatic emails regularly in the future - and so it would be good to have a record of what correspondence is sent to each prospect, for the same
how to recover accounts deleted by ex employee?
My client has lost data that has been deleted by a departing employee. Can this be recovered via a mirror old version? thanks wayno
Custom field populated by User list
I need to add a custom field that will be populated with the name of a Zoho user. I'd like to use the user list as the Related List, just as it is used in the Lead Owner field. Is there anyway to do this? Creating a pick list of users seems like a very backward way to do this and would mean duplicate maintenance of users when there are changes. Thanks.
Custom field populated by User list
Can I create a custom field that is populated with a list of Users? I would like to put a field (i.e. Salesperson) on the Account record and have it populated with ONLY the list of ZOHO users.
Date Format Issues
The date format was - DD-MM-YYYY Now when entering a date with this format, we get an error message saying : "Please enter a valid date". Even when selecting a date using the calendar UI of Zoho the dates selected are "invalid". This issue prevents us from working at all - we cannot add any entity... BTW yesterday, there was no issue Thanks for your help
Introducing Group Calendar Views, Event Invitations and more...
Meet John, the Chief of Sales at Zillum Corp. He is facing difficulties in streamlining the scheduling process for his sales reps who are spread across multiple teams and regions. Tele-marketers in his team fix appointments on behalf of the sales reps who in turn meet the prospects. These tele-marketers are unable to track the calendar centrally to assign reps while on call with the customers. And when they receive calls from other regions, it is again a challenge. What's worse? The sales reps are
Importing Data-Mapping is not being recognized!
Hello, I am importing my information from SFDC and I have tried multiple times to import the data with the Account Owner being mapped to one of the columns in the Spreadsheet. I have input all the users into my Zoho CRM and have spelled the names exactly the same however, when the Accounts get uploaded it makes me (Admin) as the Account Owner. As a side note- I click the box that says Upload My Organizations Accounts. Please help I don't understand why this is happening!
Is there a way to mass update the Account owner based on the contact owner?
Thanks
How to use dinamic criteria in Zoho CRM Advance Filters for Reports
Hi All, I have a challenge which I hope some of you might be able to help me with. I want to create a report which would display me all my contacts who is due to pay Today. I have payments coming in every month and I have a special field "Pay Day", which is a numeric field, holding day of the month (from 1 to 31). Can anyone please help me to construct criteria, which would only list contacts, due to pay today Basically, I just need to compare current "Day of the Month" with "Pay Day" field in
How I can change my email default?
Hi, I have a small different case. I added a new email, but when I need to send a new email from contacts, for example, Zoho use my admin email (andrelvbona@gmail) and not the new email added in Zoho mail (andre.bona@valorinvestimentos.com.br). I need Zoho use the new email to send messages. So, I tried to change my email ID, but zoho answer: this email exists. And is not possible to change! What can i do?
EXPORT DATAS
HELLO HOW CAN I EXPORT DATAS FROM CUENTAS TO CONTACTS. THANK YOU
Stadard user settings
Hi, I would like to know if it is possible to set standard user settings so that standard users can see only their own leads, accounts and potentials and not the accounts, leads and potentials of other users? i.e. standard users can't see each other's leads, accounts and potentials and also can't see the administrator's accounts, leads and potentials. Is this possible? Thanks
Sales rep performance report
Hi, Anyone who knows how to create a report that keep track of how many calls, meetings and orders a sales rep has each week? Preferable I want it to extract the data based on each stage in the potential module, every time you move forward in the process the sales rep should receive a "point". Thanks! Br Gustav
Account Owner?
I am importing my data and have mapped the Account Owner tab in my CSV during the migration and I am still getting the Admin (me) as the account owner. When I start the import I check the box that says Import My Organizations data. Please help...I don't want to go through every account to change something that should be very easy.
Quote conversion
How do I make the system change the quote status when I convert it to a sales order and then into a invoice?
Unexpected accounts import results
I imported 24 accounts with a 'clone' option from a csv file and got 24 added, 0 updated and 0 skipped. Inspection of the results showed 2 were cloned. After inspecting the field contents, I decided that import with overwrite was the better option for me. So I undid the import succesfully then repeated the test, taking 'overwrite' option instead. This time I got 22 added and 2 skipped and 0 updated. Inspection showed the results were matching - ie the test had failed to update the old records
Sending mail to an ACcount contact from a potential
This is starting to get frustrating when using Zoho CRM so I thought I would ask here and see if there is a bug or if I am just doing it wrong? I have an account with a contact - under the account, I create a new "Potential". In the Potential, I assign a "Contact Role" and select the contact. I now have "Potential" with a "Contact Role" assigned. I them click on "Send Mail" to send an email to the client which is related to the "Potential". The Send Mail window does not pull in the email address
Data Export
I have just exported my leads. All of my leads do not seem to have exported. If I go back into Zoho --> Leads and look for a contact it is in the system however it did not export. I do not know what I am doing incorrectly. This feels like something very recent. How can I export ALL leads?
Total file(s) size should not exceed 2 MB.
How can I increase this limit? Thank you.
How do I assign more than one contact to an opportunity
Ive been using the free version now for a few weeks to evaluate whether this is right for my small company as we are not yet wanting to spend a lot on CRM My company is linked to the construction industry providing high rise glazed structures and as such we will receive enquirers/tenders (opportunities) for a new office block, for example, from more than one large contractor who will all be tendering for the actual building construction work. I cannot see how i assign more than one Company to an
Change Field Name
I'm using the Free version of Zoho. I am trying to change the name of a field. Is that possible?
Im signed into my zoho, but it will not open my activites
Im signed into my zoho, but it will not open my activites I have tried restarting my computer. I am logged in. I can see my leads and accounts but activites is completely blank and I cannot see any activites....Today, tomorrow, nw activites cm activities, nothing
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