Rename field names
We have renamed default 'Accounts' tab to 'Resort Partners' in zoho CRM. but I am unable to edit existing field names in the Resort Partners section. is there anyway we can rename field names of default modules?
Save Password
Hello, This is a small item, but a pain just the same. What needs to be done to allow the browser to save the login for CRM and Projects. We check the "Keep Me Signed In" box and yet every couple days, we have to log back in anyway. Thanks.
web-to-lead form notification click through
Hello. I use web-to-lead forms extensively. With the web-to-lead notifications, I get the information, but to look at the lead, I have to go into crm-> lead-> find the lead, etc. Couldn't the lead email include a link to click directly to the crm lead?
adding to the convert option
Can I custom the quote screen to convert from quote to case automatically wtih all my customized fields etc?? I see that it only gives you an option to convert to sales order or invoice on the quote screen? I wanted to add a function to convert from quote to case which I have customized the case to fit our company needs. any help would be appreciated.
Converting leads combines First and Last name into one field - How do I stop this?
Hi, When a customer submits their details on our site we take their first name and last name. This is then listed as First name and Last name in the Lead. However when we convert a lead to a potential or contact it's combining the names into one field. How do I stop this happening? Cheers, Mark
Unable to use an email template in 'Calls' section to email to a Contact or in relation to Call as an activity
Hi I dont seem to be able to use an email template in relation to 'Calls' to go to a 'Contact' is there any guidance for this anywhere? Thanks Maxine
emailing from a lead in Zoho
why does the email started and sent from inside a lead not show up in ZOHO mail as sent??
I need help for best aplication for my business
Hi everybody. I am build i new busines and i need a good crm aplication.. i need save all clients for future contact..i will sell my software, but when client sign he receive a TRIAL for 15 days, and before if like he BUY FULL VERSION. procedure 1. Landing page get client 2. Send email to client confirm you subscriptions 3, Send email with procures to use my trial system 4. Before 15 days expired my system and send email to buy FULL VERSION. Thanks
Login Rule
Hello, I would like to know how to create a rule that allows all users to enter Zoho CRM at the accounts module upon login. Thanks Rick Bartelli Internet Marketing Ninjas
Unable to Process your Request-Cases
We are in our 15 day trial of Zoho CRM Professional Edition. We entered a case before with no issues, however today when we enter a cast it says Unable to process your request, then click here to go back. Any idea what's going on here?
COMO OTORGO PERMISOS PARA CADA USUARIOS
Hola necesito ayuda por favor , tengo la base de datos de mis clientes pero hay otros usuarios tambien q pueden ver mi base de clientes , mi pregunta es... como ago para que otros usuarios no puedan ver mis clientes ???
Trying to add secondary email but error that it exists already
Hello I am trying to add a secondary email of inspector1@eliterealestateinspectors.com to my account for tiffanylgreen@gmail.com. I am getting an error saying "email address already exists". When I initially create the CRM for Elite, I used the inspector1 address then I deleted it and added tiffanylgreen@gmail.com so I could authenticate to my google account. Is that address stored somewhere else. I don't see it associated any longer.
How do you separate Leads?
hi, any help you can give me is highly appreciated. I need to separate some of my leads from the rest. Like putting some in a folder to keep them separate . Any idea how I can do that? Thanks in advance for any help you can give me.
All my potentials from previous months are gone, what happened?
Hello, my boss just brought it to my attention that all my potentials that I added into Zoho have disappeared. i dont understand why, does it have something to do with the closing date? Do they automatically disappear at some point? Please help!
Automated follw up reminder
Hello, I am a small company new to Zoho CRM. First of all, none of my reminders or alerts seem to be working. Must be doing something very basic wrong but i have done several tests and so far have not received any email or pop up alerts. secondly i would like to set up amnautomatic rule that reminds me to follow up on a contact and/or lead 15 days after the most recent modification. im sure this cant be hard but can someone help? thanks
Web to Leads Form - Does not save in admin area.
I have noticed an issue when trying to create a new "Web to Leads Form" or edit an existing one. When I make any changes or create a new one and hit the "Save & Next" button it just goes to a white page and does nothing. It has been this way for about a month now. The URL of the page that it is white on is: https://crm.zoho.com/crm/setupInner.do?page=WebToEntityForm.do?module=Leads&tab=webInteg&in=webLeads I'm currently using the latest version of Chrome (I have used Firefox and IE9 as well) and
Automatically Delete Old Tasks?
Would be great if there were a way to delete the last task automatically when a new task is created. We waste a lot of time deleting old tasks. Thank you.
Create Tasks Using a Macro Due Same Day
We would really like the ability to use a macro that creates as task that is due the SAME DAY! For some reason the best the system can do it is +1 day from the current date. We need tasks to be created on the same day!
e-mails sent from potentials not showing up in Contacts
Trying to figure out why if I convert a lead, and then send the "Potential" an e-mail, that e-mail doesnt show up when I click on the individual contact's name when it was obviously sent to that person?
Alerts in Zoho CRM
I have been looking but cant find where I can set alerts or alarms to tell me when I need to complete an action. Do I need to upgrade for this feature? If so what do I ugrade to?
Outlook Zoho link not working
My link outlook zoho link is not working. It was working on a previous cpu but I upgraded my cpu and not the link will not install
Search Function Not Working!!!!!!!!
The search function seems to be broken. Leads that I know have been entered into Zoho are not showing up when being search. This is a major problem as I have 10+ salespeople using this feature all day long to make sure they are not entering duplicate leads. Leads that are not coming up in search are in Zoho and come up on lists that are found from clicking on the Leads tab. Please help.
Exporting Contacts Limit
I was trying to export some contacts from Zoho. There are 6843 contacts in Zoho. However when I do the Export from Zoho CRM I get an Excel csv file with just 3000 contacts. Can you tell me whether there is a cap or limit on how many contacts can be exported and how can I fully export all 6843 contacts in order to do some data cleansing?
Zoho CRM for Twitter - Customer's Tweets within CRM.
Most of you using Twitter for business, would have a separate account for the organization; To follow your business contacts, to market you products and services, provide quick customer support and also as an engagement platform… and let's not stop with this. There are other activities too but how well is this valuable information organized, to get the most of it? Say your Sales Reps have 100 plus leads generated from the web forms everyday. The one important thing they would want to do is try to
Quoting in multiple currencies
I supply product to multiple countries. I therefore need to quote in multiple currencies. How do I change the currency in a quote using the quotes section in Zoho?
CRM portal URL
Team, Any status updates on a CRM customer portal URL? The mail portal URL works great but I have customers accessing the CRM platform only. Any updates or timelines would be appreciated.
Tracking Repeat Customers/Businesses
Our business is primarily a B2C type business. We sell home improvement services to homeowners. Occasionally, we will do work for other home improvement companies who then will give us multiple jobs to complete. For our normal homeowners, we create a new lead for each customer with all their contact info and address etc which then converts to a potential and so on. But for leads/potentials we get from other businesses, how would we use Zoho to track those customers? Each job has its own address
Hide tasks from other users
I'm just getting set up here. We have 3 users on the enterprise edition and would like to hide our tasks from each other. How is this made possible? (seeing each others tasks is confusing)
Live Chat is not working
Live Chat is not working
Problem with events on company
Hi Zoho team I use zoho crm and'm beginner. If I create an event on a existing company, everything looks good. see picture 1 An indefinite time later, the affiliation of the event off to the company! see picture 2 If I then click on the company, the following error message! see picture 3 This is very annoying, please help me to fix this error. Thank you
Lose notes when lead is converted
When I convert a lead to a potential - the notes don't go over into the potential and I cannot access the lead anymore. So I lost all my notes on the leads that I converted to potential. Anybody else face this problem? Any ideas?
French EXCEL and exporting report
Hello, when i export report in french excel with number my excel don't recognize the separator (same for export to CSV). As many french i use a french Excel :) and in the number we don't work with separator. Do you export without separator and the export will run for all country, it's excel that will form. thanks
Mail forwarding tot right user credentials, please help me out with this ;)
Hello Zoho, I've encountered a problem. When a collegae forwards me a mail with customers informations which he wants me to add to a contact in Zoho it automatically places it at user credentials of my collegae. Is there a possibility to move mail afterwards to the right contact credentials? Hope to hear from you soon. Niek
Tracking sales calls in dashboard
It's important for me to track how many sales calls we make daily and weekly. I've played around with the dashboards and I can't figure out a way to do this. I can run a custom report but can't figure out a graphical representation on my dashboard. Please advise.
avoid duplicate entry in accounts module
how to avoid duplicate entry in accounts module, now we are able to make duplicate entry by manually entering
Problem populating fields on email templates
This is a weird problem, we have an email template working well since a month ago, now new templates doesn't populate the fields properly. Leads module....
Importing Contacts problem
I have a the free account and I am trying to import contacts into Zoho using my excel 2010 spreadsheet but every time I select import and go to the next step it goes to the next screen (uploading import file) and it never goes any further. What am i doing wrong? I have excel 2010 I have headers on the first row I am using mozilla fire fox as my browser I only have 102 records Please help
Indexed tasks disappear
Dear, I have a User that registers the task, and then concludes they disappear. Only with this User's going on this. This problem started to occur last week. What can it be?
Tasks Excluded
How can I retrieve the tasks excluded?
Why are Accounts and Contacts connected?
I'm just getting started on creating a database of clients for our company in Zoho CRM. I've imported a big list of contacts through our newspaper into the 'Contacts' tab. They also were all imported to the 'Accounts' section at the same time for some reason, and when I delete an 'Account' name it also deletes it in 'Contacts'. I do not want this. I want to have separate entries in these two sections that remain independent of each other. Must be some simple checkbox I'm missing?? Thanks in advance
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