Mail Merge and Workflows.
Make it so that Mail Merges and Workflows are recorded in the history of CRM. The whole point of CRM is documentation and tracking. I would like to know who is working on my team and who is not. Without documentation I can not evaluate my team properly. Make Zoho CRM the best there is. Besides the price increases you guys have had lately I hope will also include some advancements.
increase field length of email template name please
Please increase field length of email template name, please! thank you! Dennis Dennis Daniels
Change Record Type in Cloned Email Template
I have cloned a lead email and want to duplicate it in the potential email template area. But for some reason I cannot changed the "Record Type" after I have cloned the email to change it from Leads to Potentials. It is fixed as "lead' when all other area are editable. Is there something I am missing.
Change Record Type in cloned email template
I have cloned a lead email and want to duplicate it int he potential email template area. But for some reason I cannot changed the "Record Type" after I have cloned the email to change it from Leads to Potentials. Is there something I am missing.
Bcc Dropbox and email - what am I doing wrong
Need some help ASAP... To start I have CRM Enterprise Edition... First issue - Trying to use Bcc Dropbox. The account from which I'm sending the email is an admin account in CRM and the owner of the contact to which I'm trying to associate the email. The contact has a legitimate email address and is receiving the email that I send. I can see from my Audit Log (Setup > Personal Settings > Audit Log) that the emails are being received by CRM but they are not appending to the contact, nor are the
Move some records to another module
Hi :) I'm wondering whether I can move some records from lead module to another module. (Or module to module that I have created) It would be great for me ! Thank you very much !!
mail merge
this morning our mail merge has stopped linking. Re have change nothing. I then treied to set up another test merge but we are unable to show contacts kast name instead it shows first name. Also post code does not link. Help. We have lots of letters to send out. Email help appears to be not working as well
Count contacts attached to an account
Hi all, How can I get the number of contacts for any given account. I'd like to have a report with 2 columns : accounts + nbr of contacts. Can anybody help? Thank you, Best, JC Marteaux
Logo Size and Design / Feel
Looking to use and really impressed with so many options and features but... Logo size - 20K ?? - Sometimes we may need a logo to be a little bigger and placed centrally and at 20K the quality is poor when printed. All our customers are designers and publishers and having documents look good are key. The font, alignment and logo quality are all a little lacking on quotes templates etc. Also the site itself does feel as if it was designed by a load of techs with a very "windows / old database" tech
SSL error(35) when trying to communicate with ZoHo using cURL
I am trying to simply communicate from my server to ZoHo API, but I cannot successfully complete the SSL handshake in order to insert new records. If I run curl -v https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=[username]&PASSWORD=[Password] Then I get the following output: [1] 29707 [2] 29708 [ravi@server ~]$ * About to connect() to accounts.zoho.com port 443 (#0) * Trying 74.201.154.199... connected * Connected to accounts.zoho.com (74.201.154.199) port 443 (#0)
Can't see my calculated field data
This is a Zoho for dummies question! I have 2 custom fields in potentials: estimated volume (long integer) and estimated margin (currency). I want a third field that multiplies so =(volume)*(margin)*1000 . I tried this in calculated field and have no syntax errors, the field appears in the potentials view but with no value - in fact not even an empty box! Any ideas? Regards..
How to include the "Notes" entries in a report?
Thank you for your help!
How do I create a report that groups by month
How can I create a report that displays the number of new opportunities (for example) created each month? In other applications I am used to seeing, for date fields, the ability to group them by day, week, month, or year. I cannot see any way to group
Finding it hard to filter your qualified leads?
As a sales or marketing manager, I’m sure you handle leads on regular basis—in all their stages and forms. But doesn’t it get hard sometimes to remember which lead is in what stage? Above all, how frustrating it is when you have to keep a mental tab of all the leads that have matured to the qualified phase, and managing further action on them! What if I tell you that there is a way for all the leads to get categorised, organised, and dispersed within a few clicks! Presenting, TeamBerry—our latest
configuration options during search
is there any way to allow a user to change the fields that are displayed in a search result? Richard
Outlook Plugin
I have downloaded the ZOHO for outlook plugin, but it will not actually run. I can find it in the Add-Ins, but it is inactive. I cannot seem to find a way to get it to actually work. Any help would be appreciated.
Email margins - how to set them up
I am sending out mail using the send mail feature. My margins are very wide. How do we set them to a standard 7 or 8 versus the 13 they are currently set to.
Creating a calendar button in the module bar
When in Zoho CRM the module bar covers the area of the CRM modules. I know I can create a link on the right in a module where I can go to my calendar. I would like to create a button in the module bar for access to my calendar so that no matter what module I am in I can go right to it and prefer not to start another browser tab. I haven't seen where you can create it. Is it possible?
US Holidays
I must be missing something. There is no way to import holidays to the calendar? Help please.
Invalid email address issue in my logged emails
when I click on emails in my leads (emails that i have sent my leads via the BCC dropbox addie) I get the error message that "invalid email address found".....I can't open the emails within my lead details that haven been logged. I used to be able to see them so maybe this is a recent issue that doesn't apply to older leads? Frustrating for follow to not see my previous emails/discussions. Warm regards, jay
Sales cycle duration
How is the sales cycle duration calculated? Thanks Moderation Update (13th May 2025): Please jump to the below link to learn how the sales cycle is implemented within the CRM. The Sales Cycle and its implementation in CRM
What the happened to my post
I posted a complaint here and it disappeared!! I need help NOW...................................... What king of lousy service is this?
Is it possible to add the last activity date at the Contact listing within the accounts page?
This would allow the user to see what the latest time each contact had been interacted with prior to clicking into each contact. Thanks!
Past Account Activity - How Do You Follow It?
How to you chronologically follow past account activity? Because tasks, events and calls all have different date fields it is difficult to easily sort and view the order of past activity. Instead of using different fields for each category (Due Date, Start DateTime and Call Start Time) I wish there were one date field. I've been using Modified Time but this isn't always accurate. What do you do?
Form code cut when pasting into Joomla
I have created a web to lead form in Zoho and copied the form code using the Joomla tab. I then paste the code into the Joomla page, using the html view and update. However Joomla removes about half of the code and displays the form incorrectly and the buttons are inactive. I paste the same code into a plain html file and open in browser it works fine and creates leads in Zoho. Have tried to paste it in twice into the same page and the code is cut of at the same point for both code set. Not sure
Can I use Stage History Modified date/time in a report?
Hi, I'd like to be able to report on the dates when a Sales Stage is updated. I don't want to see every time another Potentials field is updated. Is this possible? I know I can see it on the individual Potentials record, but can I report on it? Ideally I want a report with "Sales Stage Modified" dates as the rows, "Stage" as the columns and the Count of the number of modifications against these. Thanks Patrick
Duplicate records
Hello, We are having an issue with duplicate records being created automatically in Zoho CRM. We have our CRM linked with Gmail accounts, I'm not sure if that has something to do with it. However, I need to stop the system from automatically creating duplicate accounts. Please advise.
Creating Relationships (Spouse, Children, Partner, etc)
Is there a simple way in Zoho CRM to create relationships similiar to Salesforce. IN salesforce you can create a relationship between two contacts. This is a useful way of tracking children, spouse, etc. Or, if this is not possible, how could I create a custom field that relates to a two or three other fields. Example. First, Select Relationship (Like Spouse), then have spouse have a name and birthdate field. After this how could I add multiple relationships to one contact? A one to many relationship.
I can not add a new contact
Help! I am adding a contact and it will not show up when I search for it after adding...
Reports with a within time period date criteria?
Is there a way to create a report that generates data based on a changing date criteria such as All Leads that have a Created Date of Within 1 Year? Right now I can specify Leads Created Up to a date, but then I need to change the report every time I run it. So for example today is January 1 2014. If I create the report and say "All Leads created after January 1st 2013" then in February I will need to edit the report and change the date to "All Leads created after February 1st 2013". Is there a
Potential closed and won- how do we get it to now become an active account?
If a potential is closed and won, this means that they are now an ongoing client. I want them as an active " account" but how do I convert them from " potential" to account?
Multi Attach Documents to an email?
Multi Attach Documents to an email?
How do I customize the salesorder template?
Hi. I need some help to customize the salesorder template, where do I do that? The main reason why I need to customize it is because even though I have put in values in tax on the salesorder it is not visible, it shows 0,00. The end sum is correct but I want it to be visible and also the same with discount. Best regards Claus Lorentzen
Tax and discount on sales orders....
I dont know if its a bug, but i would appreciate an explanation for the following issue: When i apply tax to a line item or to the Total, the taxamount overwrites any other discounts i may have set.Why? Also: I thought the field "discount" in the Total section, where the total amount of discount added to all the line items- but this doesnt seem to be the case? Where do i fix this?
Zoho CloudSQL technology for CRM and Support
When will other Zoho services adopt Zoho CloudSQL technology?
Import Details
Hi Zoho, I have confirmed an import but wanted a bit more info on it like what records were skipped etc. Is there anyway to get this?
Can you upload CVs, search your CV database and send out to clients in Zoho?
We have targeted ZohoCRM as a free online database for our clients and candidates. Adding clients, easy enough, adding candidates is a little harder. I have added one as a contact (technically not right but can live with that) and uploaded the CV to this contact. Does anyone know if you can search a CV 'database' and then send these CVs to a client who is set up as an account with the client of a button? Sorry if I have confused anyone but it is the easiest way I could explain. Cheers
Error message
We are seeing the message below on a few of our user accounts and am not sure what is causing it. Can you please provide guidance. Thank you. Permission Denied You do not have permission to view this component as corresponding module has been disabled in your profile settings (or) in Organize Tabs
Can't retrive info from custom fields
Hi! I can´t retrieve info from custom fields using Zoho CRM API. I have no problem with the default fields, but the custom don't work. The Web Application works very well, the issue is only through the API. Regards.
Quotes Report
I need to create a report on the total dollar value of quotes in a month. All I need to see is the grand total for the month and them have it listed in a graph on my dashboard. CAn this be done
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