Custom Fields for Contacts not showing in views
I have a number of custom fields under Contacts. This morning, none of the custom fields are showing. They were there yesterday. When I go to Setup>Customization>Contacts, I see all of my custom fields listed, however, when I go directly to a Contact record, the fields are missing, and when I run my report, although the custom fields are listed under the filter options, the fields all come up empty. What has happened? How can I get that information back? Help! -Yvette Fitch Sookbox LLC
Zoho CRM Mobile Apps
can we use the new Zoho CRM App to sell products which in turn generate sales so that an Invoice is generated and emailed to the customer ? if so any Suggestions
Remove billing for a disabled plug-in/add-on feature
I need to stop the billing for the Zoho CRM Plug-in for MS Outlook. I signed up for it in hopes it would be a solution for a problem I had in syncing my Microsoft Outlook Web Access with Zoho CRM. It did not solve my problem, and now I need to stop the billing for the product. Today I went into Subscription/Manage Users and unchecked the "Zoho CRM Plug-in for MS Outlook" box, then pressed "Save". But I do not see how to stop the monthly billing for the Plug-in. Please direct me to how to stop
I had lost "action=CloseTask"
I had modified the field of activities, and I had lost the automatic switch of "action=CloseTask". When I close my activity, it remains in my open activities. How can I restore the function? Thanks Pasquale Bondanese
Phone number for Contact from Account info
When I add a Contact for an Account, the address info is automatically filled in, but not the phone number. How do I get the phone number to fill in from the Account info?
Security Issue?
We are concerned that users can upload confidential documents to Zoho CRM then use the send mail function in 'Quick Actions' to effectively bypass any internal security controls we have in our network to track the sending of sensitive documents. Is there a way we can resolve this? At present, as far as we can see, users can delete email history from Zoho and as such we would never know an email has been sent. Any thoughts/solutions? Thanks
Sorting and pagination not working correctly
When I go to look at my contacts and click on the Last Name column to sort, the page re-queries. It does not sort the names that are already on the page. If I go to the next page of contact and click on sort, it re-queries. So, I can't see the second page sorted. What I want is to set the default sorting to Last name and when I go to the next page, I get the next name from the last name based on the first page. How can I set the default sorting?
How do i split my leads data in Zoho CRM?
I have leads for one client and leads for another client in our call centre business i was wondering if there's a way to split the database into multiple sections?
Multiple users for Zoho CRM and invoicing
Confused about ZohoCRM and streamlining the invoice process. So here I am using zCRM and I'm ready to create an invoice. But which route to go? I can create the invoice in zCRM, zInvoice, or zBooks. Which route is best? I would like to use Zoho for running a small service based business and each team-member (employee) having their own zCRM to maintain their own clients. Each team-member should also create and send out invoices. I have one main zCRM account and add each team-member as a user...
invoice
Hi, we we about to proceed chaging to zoho but we've come across a huge 'show stopper' for us. we invoice our clients from diferent organisations. some products are invoiced by one organisation and some others with the other. invoice let us create the 2 organisations but crm only allow us to link it to one. questions... a) how can we link our crm with the 2 organisations b) how would we invoice clients taking into account that some products need to be invoice to one company and some to the other?
Move all "Leads" to "Contacts"
I need to move all of my Leads to Contacts. I tried exporting the CSV of my Leads and importing it to my Contacts, but I lose all my Tasks/Events, and Activities (specifically my Closed Activities). Help?
can\'t upload company logo
when I try to upload my company logo, it says "Invalid file format. The file format should be in .jpeg or .jpg or .png or .gif." I have tried uploading both a png and gif file, but both of them result in this error message. any ideas what is causing this? thanks, Nate Nate Aune
Search 'Stickiness"
I filtered records in Zoho CRM using the search feature. I can select the first record, but the result of the search are lost when I move to the next record. I am also unable to return to the search/filtered results without reinputting the search criteria.
How best to handle networking contacts
I go to networking events and meet some useful contacts. Some I can refer to, some refer me, some will never be a customer but a great referrer. How best to handle and track these types on contacts? I don't think they are like leads that turn into accounts.
Zoho - CRM - Accounts - Potentiel
Hi, How can I add severals accounts - with differents action - to the same opportunity ? Is it possible or not ? I need for exemple to indicate for a project all the companies concerned. Thanks for your help. Frederic
How to make mandatory a field in a web form?
Hi. We have made a web form to collect info from customer in our web site into Zoho CRM possible clients. But few fields must be mandatory. I can't find an option to set field to be mandatory to fill up by the client. This is the form: http://www.vitaleloft.com/contacto/ Thank you in advance for your help.
Can you rename the Province field?
Can you change some of the main field names such as province as we are UK based.
IMAP Sent Email CRM Synch
I am set up as a IMAP BETA tester and before I get into it, I can not find any information on how the sent emails are handled. If I send an email through MS Outlook or my IMAP supported phone to a contact email via Zoho IMAP will that synch into the contacts email sent history in the Zoho CRM? If not currentlty, is there plans to support the sending of emails from clients other than Zoho via IMAP that will allow the sent email to synch/attach to the contacts email history within Zoho CRM? Thanks
Issue within Zoho crm and creator
Hello, I have activated apps in my Zoho CRM account. I create a new App by importing an existing creator ap. when I click on the tab I get this error: Not Found The requested URL /canvaskeepsakes/view/-1/ was not found on this server. What could be causing it? Thanks David
Where is the field for URL?
I am new user. I don't find any field specific for URL.
Rearange Reports!
Dear Zoho Team, I am suprised Zoho does not allow me to rearange the order of the reports for convienence. If there is a way and I am not seeing it, can someone please tell me? If not, please implement a way to rearange the order of reports. All the new folders I create are all the way at the bottom. Alex O
Export to Google Tasks feature!!!!
Zoho, I noticed today that there is a button "Export to Google Tasks" on the create tasks page now. I tried to do so, but it was not working. Is there a featuer that will be enabled soon? If so, I would say Zoho really is ahead of the competition by recognizing that a TASK is simply that, A TASK/TODO item. I hate that other CRMS would crate "Activities or Events" for simple tasks on my list, such as "re order printer paper" or "check on tracking number for order" Please update as to how I can
Account or Contact?
Hi I deal with a lot of private customers. I'm assuming they need to be set up as 'Contacts'. Two problems. When I try and quote a contact, I need to specify an account name and since this is not a business, there is no associated accounts. Should I rather set the individual customers up as accounts? What is the best way to do this? Thanks, Justin.
viewing all email addresses at once
I am new to Zoho Mail. I set up 5 email addresses for my company and I am wondering if there was a way to view all email addresses at once instead of logging in and out of each one. Any help would be much appreciated!
Zoho outlook mail plug in - emails to opportunities
I need some clarity on how emails are 'added' or 'pushed' to the CRM. I have installed the outlook plug in and I have successfully added emails to contacts etc... here is what I have noticed. ADDING EMAILS.... - I understand emails 'live' with the contacts. Can an email 'live' with a specific opportunity?... i.e. can you add a specific email to one specific opportunity. - I understand that viewing a contacts emails in an opportunity the actual contact must be part of the opportunity. - If emails
How to create a field
I would like to create a field to be added to all leads and to be viewed from the main lead page as a column. I would like this field to read "Last date contacted." Is this possible?
Adding contacts to the potentials report
Is there a way to add the "Contacts" field to the "Potentials Report?"
How do I make myself CEO?
I am the account owner for Zoho at my org/small biz. It has me as Manager, Administrator - I can edit others roles but cannot switch mine from Manager to CEO! I need in order to view Audit Logs of all employees.
Are there any ways of getting around the maximum number of customized currency fields.
I am defining new fields on the Transaction module and I need 5 additional fields. What can I do? Are there plans to add more fields in the future? Are there any temporary work-arounds?
Email Template Drop Down Box is Empty (Mass Email Screen)
The 'Email Template' Drop Down Box (on 'Mass Email' Screen) doesn't show my pre-designed email template for use with Mass Mailing. Drop Down Box only has "None' as a choice, even though template does exist. The template exists, and has been used to send emails one at a time, but not working when doing several pre-selected Contacts. Larry Rice
Contact Ownership for Outlook sync
I'd like to setup a public folder on our Exchange server which contains a read-only copy of all of our contacts. But so far, I haven't been able to find a way to sync anything but contacts belonging to the user doing the sync. Is there a way short of re-assigning owenership of everything to accomplish this? We have 4400+ contacts (and growing).
Contact info from website not importing into Zoho
Hey, I added the zoho HTML into my "contact us" page at mountainridgecapital.com but when I enter my own information in there, I do not show up as a new lead in zoho. I did edit a couple of the fields in the HTML ( I changed "Industry New" to just read "Industry" I also changed the title bar from "Web Form" to "Contact US" What can I do to collect my contacts data? Thanks, -Steven
Unified e-mail list
Hello, I have a suggestion that I'm sure will make the daily work with CRM easier. In a lead properties, there's the Emails section (my CRM is integrated with Zoho Email). Sometimes I send emails from within CRM and sometimes - from my Zoho email account. Both types of email show in the lead properties and that is great. What is not so great is that there are two separate lists of emails sent. You can switch between them using a dropdown menu at the top right of the section. However, when looking
Problems with Sent Mail
I have been using Google Apps mail and Zoho for months without problems. Recently however, with no change, I notice that not all my Sent emails are showing up in Zoho contacts/Leads. It is hard to tell what is different between the ones that do show and the ones that don't. It MIGHT be that ones I delete in Google Mail are not showing up, even though I have the IMAP setting to not delete the Zoho email. Any ideas where I should look?
How can I activate the standard contacts field "Date of Birth" also for Leads?
I want to use the standard field "Date of Birth" also for Leads, but if I try to add it as a custom field, an error appears. How can I also use this field in this case without creating a new custom field for leads with an other label/name?
Problem with CRM Plugin
I'm trying to deactivate ZOHO CRM Plugin for Microsoft Outlook. When I try to save I get the message "You cannot enable ZOHO CRM Plugin for Microsoft Outlook activation for a disabled user". First I'm not trying to activate, I'm trying to deactivate, secondly the user is not disabled! Who can help me? Rosy
Allow users to share data
Hello, I've been looking through the tutorials and the forum and I can't find a solution to my problem. I am using a trial professional account with 3 users. CEO and 2 sales representatives. The sales representatives have the same role in the hierarchy. I want them to be allowed to share contacts or accounts if they want to, but I don't want to use the default option to share all contacts and accounts. Only specific ones which they will work on together.
A change to task in Outlook severs the 'related to' link when re-sync'd with Zoho
We are using office 2007, and can replicate the problem readily. Has anyone seen this? Is there a fix? It basically makes the Outlook plugin unusable for us as syncing tasks was the main feature we were interested in.
Improving advanced search
"Advanced search" is too primitive! We need the ability to add a second criteria row connected by the operative "and" or "or" One should be able to search for (e.g.) 'Job wide' CONTAINS 'banker' and 'mailing country' CONTAINS 'France' OR 'Job wide' CONTAINS 'banker' and 'mailing country' CONTAINS 'Germany' You implemented the ability to do this in the Views: https://help.zoho.com/portal/en/community/topic/i-challenge-you-to-explain-how-to-enter-the-following-search-query#2266000002429325
How to change an already established pick list to a multiple pick list?
Anyone have a workaround for this? o=
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