How to make fields appear in both Leads, Accounts and Potentials?
I want the same fields I designed for Leads to appear in both Accounts and Potentials as well. I'm new to Zoho, so be easy on me :-) Has always been using SalesForce.
Creating an Automated Task for ETA
Hello! We are a company focused on export of fresh produce. Our clients needs to get their document around 7-10 days before ETA date. Now i have created a new field (date) in the Sales Order form but yet , i couldnt generate an automated task for myself not to forget to send the documents and also an email template to my customers on ETA date to collect their shippment. The Task that i would like for myself is like; "Reminder: Send Documents" and the rule should be "ETA -(minus) 10 days" for each
Amounts tax inclusive
In Australia as does much of the world outside north America, we create our invoices with products that are tax inclusive then calculate our GST afterwards. By default Zoho CRM is setup to create invoices based on a tax exclusive and then adds on GST. Is there any way to change the settings for invoice calculations to be based on the Australian model if invoicing?
Problem importing xlsx mac file to Zoho CRM
Dears, I've been trying to import an excel file .xlsx with my potentials to be uploaded directly into the zoho crm, but i get nothing. i tried to attach the file here, but it tells me this extension is not supported for this portal. Please help
User-Driven Feature Development
To the ZCRM Development team: Going back as far as three years ago I had several phone conversations and forum discussions with ZCRM staff about implementing a User-Feedback group in this forum area similar to what the Zoho Creator team does in their forum. In summary, the idea was to ask the user group to submit an overview of a specific feature that they would like to see the development team add. This would be an ongoing submission process. The development team would review the proposals and then
How to add a module to Zoho CRM
Hi It says on the page that a new module can be added - but how is this done - I can't see any link or button to start the process - any help - much appreciated
I need to see more than 100 leads at a time
Could I please expand my company's ability to see more than 100 leads/accounts/contacts/etc at a time? I need to manipulate all of our data on a daily basis, so it is very, very difficult to do so when I can only change 100 at a time. Thank you
How can I make the Contact Owner list sorted alphabetically
Hi, this is what I get when clicking the column "NAME" some times, just trying to sort the names correctly, but there's nothing much I could do from my end...
option to expand all notes with one click
We've been using ZohoCRM for years and have a lot of notes/history with our clients. It would be very nice to have one button option to EXPAND ALL NOTES as opposed to clicking 'more' a dozen plus times to see whole history.
Track emails sent in Zoho CRM
We started using the Zoho BCC Dropbox function in Zoho. How do we create a report/module view based on emails sent using this feature? We use emails and calls in the same manner and want to be able to quantify this information through the CRM reports function.
Reports? Have they disappeared?
We recently upgraded from the 'Old Professional' to the 'New Professional'. I no longer have a tab at the top offering me Reports. Anyone know where it has gone? My role is an Administrator on our account so I can' t see how my permissions would keep me from it. Thanks!
Assigning Incoming Leads
I want to change the user who is automatically assigned our incoming leads. Can someone tell me how to do this?
Zoho CRM - Accounts Merge
Hello, I am trying to merge several accounts because they have been created multiple times by other people. This happened mainly because someone misspelled the name, so a new name is created and attached to a contact, but it's incorrect. Is there a way to merge accounts without deleting the contacts that are associated with the wrong ones? Thank you.
Text Area Export
Hi, After exporting a report of all of our accounts there was a seemingly empty row in the middle of the csv file. There was only one cell filled in, which appears to be an overflow of text from the cell above. I'm not sure if this is intended, but it is quite annoying when creating reports with the description field present. What is the character limit before this happens? The field in question has 1,643 characters including spaces.
How to I change the default email program in CRM
We have migrated our email hosting to Zoho and employ Zoho mail. however, in the CRM when we select a clients email address outlook opens a new window to create the email. How can I change this so that the ZOHO mail window opens by default instead? I want to use ZOHO mail. I would rather not use the very basic email writer that pops up if you scroll to the "send email" section of the contact. that program is very limited.
New Password Needed
I have reactivated a user account for our CRM but the user does not remember their password and when we go through the 'forgot password' route we do not get an email sent through for us to either reset the password or create a new one. Please advise. Thanks
Webhook not working when new lead added via API
I have created a workflow rule that when a record is CREATED as a lead please send the data via a webhook to this URL and it works when I add a lead directly from within Zoho HOWEVER - we have a number of lead sources adding leads via the API but these leads are not being executed via the rule upon CREATE to the webhook. Is there anything extra I should be doing because I am creating this rule to execute for leads added via the API?
BUG: Issue with Workflow Automatation
Workflow Automatation is setup as follows: Module: Potential Execute On: Create or Edit Workflow Tasks Setting: [Due Date] Closing Date minus 7 day(s) Issue: Editing the [Due Date] on the potential, does not automatically re-trigger and adjust the Workflow Task settings; Expected Result: The [Due Date] on the Workflow generated Task should change in accordance with any Potential closing date edits. Can you confirm this on your end?
Limited Text Area fields, now changed from 60 back to 10. Very limited customisation ability. Now 80% less efficient
Anil Kumar Sorry for the delay Brendon, I was in a discussion with our product team about this matter. 4:00 PMbrendon ok 4:01 PMAnil Kumar I was asking is there any plan in the list to increase or any possibility for now atleast to increase it up to the required level. Unfortunatley had no luck on that. But I was told that we have plan of increasing the overall limit in the future. 4:02 PMbrendon but I have not used up String fields (Text, Pick List, Multi-select Pick List, Email, Phone, Text Area,
Custom String Fields say 60 but in reality only allow 23. (error on site updated but still very limited)
Anil Kumar May I know which field are you concerned about. Check box or date field 3:20 PMbrendon Text Fields at the moment are the only ones not working not sure how much I have used of others Sorry TextArae 3:21 PMAnil Kumar Are you sure, ? 3:21 PMbrendon TextArea check box still works 3:22 PMAnil Kumar ok, Could you check and tell me how many fields in each of these data types have you created in tasks. (Text, Pick List, Multi-select Pick List, Email, Phone, Text Area, URL, and Auto Number) 3:22
Minimum List Price
I am trying to enter a list price that is less than one dollar, but I keep getting a pop up telling me to enter a valid list price amount. Does this mean that it is not possible to sell something that costs less than one dollar!?!
How can I add a person as an administrator to my CRM account where I am the administrator?
How can I add a person as an administrator to my CRM account where I am the administrator?
Administration change
Hello, I am the Administrator of the CRM but I need to swap with another user in the CRM. This other user needs to have the same privileges as me now but within his own account because my account needs to be deleted afterwards. He is Administrator but he cannot delete my account. What is the right procedure so that we do not loose any information on his account and mine can be safely deleted? Please advise... thanks!
What does the "Follow" button do?
What does the "Follow" button do on the contacts page?
Link family members
Is there a way to link individual contacts to indicate family members i.e indicating on contact 'A's file that they have 2 children namely contact 'B' & 'C'. Still maintaining individual contact entries for each? Hope that makes sense!
syncing with ical
Can zoho calendar sync with Apple's iCal?
Report on Accounts with Earlier Closed but No Future Open Potentials
With hundreds of accounts (thousands perhaps for some other users), there does not seem to be a way for us to identify Accounts that have earlier closed potentials, but no future dated open ones. The idea here is to identify (neglected) Accounts that need to maintained by the Sales Team. Please identify how we can generate such a report.
BUG: Fields & Links Permissions Loophole
Under "Modules List: Potential" an admin can hide the following fields from certain CRM users: - Amount - Probability (%) However, under the Potential's - Stage History, the users from which the earlier fields were hidden, currently have access to: - Amount - Probability (%) - Expected Revenue This is a BUG and should be resolved ASAP. If a field is hidden, it should not be revealed through some other Sub-Module. The only solution currently is remove "Stage History" completely! This is not a practical
Custom Lookup Fields for Potentials or Tasks
I would like to have the State, City and Phone Numbers displayed on the potentials list or activities list so I can sort by location. Is there a way to build a customer report that can refine potentials or tasks by State, City or Zip Code?
Documenting a simple event or occurence (with time stamp, i.e. notes won't work)
Hi, I'm just wanting to document an event or issue that happens with our clients. I want a simple field and a date and time stamp that I can make notes in and save. Then I can document another issue that happens and save it. Then after a period of time we could run a report showing a client all the issues we solved for them. Is there a way to make this work? I don't need due dates or anything like that. Just simple documentation. About the only workaround I can think of is to create a task and
Internal notes between users
Hello, Is there a way for users to exchange notes through the CRM? For example a user wants to inform another user to take some action regarding a client (for example call him for support, or send him an email about something). It would be nice that these notes are related to this particular client or prospect, so that we have a history of anything or anyone that took some action.
Access Error on Products
I get an error when trying to access a products report saying that I do not have access for my profile. I have an administrator profile and have access to every object. Makes no sense. i also don't see the products tab available to me anymore on the main tab bar. Any Ideas what would cause this?
Potential Stage editing/update
Am I missing something here, or is editing the Potential Stage information overly cumbersome? Why not an active drop-down box to easily move from one stage to another? I am using the free version of the program right now trying to evaluate it. I have entered a number of "potentials" (deals, opportunities, whatever you want to call them). I've edited stages and probabilities and love the amount of information I can get into the Potential, but updating the information just seems overly time consuming.
Add New User from Another Account
Hi, I am trying to move a user from one account to another. I have deactivated his email from the original account and i am trying to add him to the new account. It is telling me that the email is already in use. Please advise me as how to fix this. The user's email address is joseph.laperchia@paquinhealthcare.com He was originally listed under the account with the email aptricia.cardona@paquinhealthcare.com. I need him to now be under the account with robert.gonzalez@paquinhealthcare.com. Thank
approved
what is the approved button on accounts for?
How can I create a view of my leads created in the last week
Is is possible to create a view of my leads created in the last week? If yes: How ? Thanks in advance
Delete message can be more descriptive
When deleting something, the message only says: Are you sure? However, this is no consolation to me. I'm thinking...I"m a sure to what? Just deleting the record I selected or perhaps I'm doing something wrong and I'm about to delete all the records? A description of what I"m about to delete, such as: "Are you sure you want to delete the 3 selected records" would put me more at ease...
Missing Accounts
I've just noticed that not all the accounts created show in the Accounts list, though if I use the search box, typing in the names, they appear. Are there certain criteria for the Accounts list to show them?
Custom field to the lead section in the free version.
How do you add a custom field to the lead section in the free version. I'd like to add an activity date. Thanks
Changing of currency?
Hi, Trying to change the default currency, and I found the message below: " To change the currency locale, goto setup--->admin setup--->company details--->edit the details and change the currency locale. " But I don't understand where to find this. Help Roger
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