Is there a way to sort leads by activity or last call?
I have a number of leads that I load daily. I need to find the best way to contact the newest leads first and the lead with no calls (or longest length of time). Could sure use some suggestions. Thanks Dave
How can I delete my Account CRM only
Hello, I would like to delete my account Zoho CRM only (because I want keep my Zoho invoice) , is it possible ? thks Pierrre
Postcode Issue
I'm having an issue with the app on the phone, It think its because our postcode field is test and the when i check what the standard are, its set to "numeric" because of zip codes. What i am trying to get working is when i have a prospect customer, there is a feature that enables you to see how many other prospect customers are around your locations within a miles radius. in our crm we have our post code set to text and should we require a formula to enable this to work, is this a feature that
Multiple accounts related to one potential
Hello, I work in a R&D company. In this sector, the client of a project is often a set of multiple organisations. I would like to know if it is thus feasible to link multiple accounts to one potential ? Thank you for your time.
Change I change the items displayed on the Contact or Accounts list?
I can only see the Full Name, phone and e-mail. Can I change the items listed here?
Linking Account address information with Contact address information
Hi there, I would like to automatically link the Account address to associated Account Contacts. I see that there are fields (such as "LinkedOrganizationPostalStreet") that show in the Contacts tab, yet those fields don't automatically populate when a new Contact is added and associated to the parent Account. Can you please explain how I can have this automatically happen? Thanks, Brittany
Pipeline report only pulling some contact info
I have added the fields of contact name, email, title, phone. I cloned the standard Open Potentials report and added Contacts to the report. When I run the report, only some potentials include contact name/email/etc; some of the potentials do not. Why is this happening? Thanks. Avrom
I Can't Export Free Data Backup
Dear CRM Experts, I have asked on two occasions a backup of the data and I do not get the link to download. This is the detail of the orders I have made: January 30th, 2014 FREE 691690000001025001 -> ok July 3, 2014 691690000001318001 FREE -> never got the link June 2, 2014 691690000001219001 FREE -> never got the link Please, I need your help by indicating what the problem is and how to fix it. I appreciate your response.
Daily Task Reminder
Why are my Daily Task Reminders not being emailed anymore?
System incredibly slow
I recently signed-up for professional edition of Zoho and as first step decided to do some customization. My experience has been extremely poor as for every update system goes to sleep. With "Loading" tag at the top for almost two minutes after each attempt to edit a field or save the change, I took hours to update only few fields before I gave up out of frustration. Looking at Forum issues on slowness, I am seriously having a rethink whether I should spend my energies on customization to use Zoho
Invisible fields
Hello, Despite all my efforts, the "billing address" and the field "delivery address" (original) do not want to appear in my module "address". I see them in my setup but not on the record. Thanks Sophie
How can I move an account from one view to another?
Hello, I want to have 2 views: one for active accounts, and one for old accounts. And have the ability to move accounts from active to old. How do I move accounts between views? Thanks, Iris
Is it possible to edit the views of the modules on the contact/account details?
Id like to remove/ reorganise how some of the modules are shown below the details on my contacts (eg. remove "Cases" and "Campaign" from the contact details, but still keeping them on the horisontal menuline on the top) Must stress that i would still like to keep the modules, just to have the option to make them invisible on the contact/account details: is there a way of doing this?
How to change Surname to optional feild
I have lot of leads with First name only. These came to us through Web Forms, referrals or telephone calls where people did not mention their last name (Surname). I can not upload these leads in system as it has "Surname" field locked and mandatory. Please advise how we can fix this and load our data. I would also want to have <First Name><Last Name> display on my list instead of <Last Name> <First Name> display.
How can I move companies between accounts, potential and lead
I am new to this system and we have companies who are in the wrong place, can take a company who are in the account section, who have never purchased and move them back to potential or lead ?
Creating new contact from opportunity
Hi I can't load a new contact when loading an opportunity. The options is available however it will not allow it to be selected.
zoho CRM - WebHooks when importing
Hi, Is there a way to fire a webhook when I import data by xls or csv? Waiting for answer.
Zoho CRM Calendars Linked to Google Apps for Business are Shared Throughout Organization - How to Stop
I have linked all of my Zoho CRM users to Google Apps and enabled 2-way sync. However, not everyone can see everyone else's calendar. Is there a way to stop that? I don't want to use a separate Google calendar - I want to use the Goggle Apps users' primary calendar.
Error creating cases in Zoho Mobile CRM
When creating a case using the Zoho CRM mobile application, it will not allow you to save a new case with a blank email address. It says that email address is required. However, I confirmed that in the web version a new case can be created normally without an email address, and I also confirmed that this field is not required in the Cases Layout setup section.
Custom Field Limitations, Poor Customer Support, Bate & Switch
I have never experienced poorer customer service, with any company ever. Zoho has a single goal, to Upgrade your version and increase its bottom line. It is NOT interested in helping your BUSINESS. Otherwise, they would actually provide support (like it did when it first came out). I had the FREE version. I was told (electronically) to upgrade to create custom fields. I test drove the Standard. I added the custom Fields. Never used them, as I was testing. Went back to FREE version and finished
EXTEREMELY SLOW ZOHO
Please help me. Zoho is very very slow 4 days. If you can't fix it i have to quit Zoho. Because i can't open even zoho main page... I'm waiting your reply
Rights to Documents?
I am told that I have Administrator rights to Z-CRM, but I (and my boss) can see only a fraction of the documents (and none of the folders) in the Documents section. What are we missing? Thanks for your help.
Doc Name printing on template
I have created a mail merge template and have merged with Leads. However, when I printed, the date was printed on the top left and the name of the document and "Zoho Writer" was printed in the center top. How can I remove this from the mail merge.
Maximum allowed Authentication Tokens in ZOHO CRM
Hi , I would like to know what would be the maximum allowed Authentication tokens for an account in ZOHO CRM. Quick response is appriciated. Thank you.
Workflow Rule Template for Appointment Notification
Hi, I am trying to create an automatic notification to send to the other user on my account of a site appointment that I have booked, nearly everything I need is available in the template except CONTACT DETAILS. Is there any way to include this information? This is how it looks at the moment: This is an automatic notification for Lead ${Accounts.Account Name}, if applicable I have booked an appointment on ${Accounts.Appointment - Date & Time} for ${Accounts.Who Attended}. at ${User.First Name}
How Do I associate an EXISTING contact to an EXISTING vendor?
It seems like the only way of associating contacts to vendors is creating new contacts. Can someone help?
Denied access for different roles to each other clients/leads/contacts etc
hello How to block any view/tasks/companies for different users I have clients for 2 managers they have the same role type I assigned companies/leads to each of them But when they try to see All Tasks or all leads they can see all company clients I would like to grant access only for owners of the lead/contact/company/task
How do I disconnect my google calendar from ZOHO?
My Google calendar is being affected by ZOHO. My appointments are suddenly disappearing, and ZOHO is sending me emails nearly every 10 mins to remind me about my appointments and wont stop. Also, when I am in ZOHO, pop up windows appear to remind me about calendar appointments and won't go away even after I click the [X] or click "OK", and if the box doesn't go away it does not allow me to use ZOHO. Help! How do I disconnect my google calendar from ZOHO?
How to create a user with write only rights?
Hello, We would like to provide third party company to bring us leads, for that we would like to provide them with API user with write only rights - how to do that? Thank you in advance for your help, Gosia
Where is my previous help request?
Sorry, I can't find my previous topic opened more ore less around 11:30 AM. Until 13-14:00 hours I could see it as "under moderation" pending topic, now it has disappeared while I didn't receive any communication from administrators. It's the first time I use this Forum, maybe I'm doing something wrong..anyway it's very very important to me to find it again and to get answers. Thanks a lot
Preventing Conversion
Is there a way that you can use workflow rules to prevent leads being converted? We have a condition on the Leads. If that condition hasn't been met then we do not want any leads converting. The condition is a checkbox in the lead module.
Problem with Custom Field Sorting Numerical Values
I have created a custom field with numbers 1-60. When sorting the column, the numbers 10-19 appear before the number 2. How can this be corrected to sort in correct numerical order?
How do i set up recurring Invoices- and can i have recurring sales orders as well?
I see this is an option, but i cant find out how: how do i create recurring invoices? It would also be of tremendous help if i had a action for reccurring sales orders and an option for automating sales orders to invoices in bulk- is there an option or workaround for this?
I want to add the Skype ID field to accounts module
Hi, I love the Skype ID field that is available under the contacts module, and allows you to call using Skype directly from Zoho. I want to add the same field to the accounts module - how do I do that? Thanks!
How to manage different Mandants
Hi everybody I'm looking for a solution which could really help me to reach a better job management. Actually I'm working in sales teams of two different companies, so I absolutely need to divide my reports, daily and periodic activities that belong to each sales project. Obviously I need to do that across the entire sale process, so I can imagine a solution in order to create a new field named "Mandant Company" or something similar in "Accounts" module in which I could write the mandant name as
VERY VERY SLOW INTERNET CONNECTION !!!
Your all system is on cloud and your internet access is deadly slow. Is this joke? This is not a social network, this is business... We are doing our job on this system and trusting you. Be serious please... FIX THIS CONNECTION PROBLEM...
ZOHO running slow
Is anyone having issues with Zoho CRM running really slow right now? Does it mean I need to upgrade?
Imported leads are cloned instead of overwritten
When I import data I choose to overwrite existing records, yet I searched and found that it's cloning them instead. This is a HUGE problem for me. PLEASE help.
Today Zoho is working very............slow. Why that?
Would someone can say why it is wrong with that? Thanks
Sharing leads pick list with new user
After creating a new user I noticed the Industry picklist in the LEADS module is the default list and does not have additions and changes that I made in the Administrator profile. I am the administrator and the new user is STANDARD. Thanks Russell
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