Contacts page - sort by last name possible?
The Contacts page seems to sort by first name no matter what I do. If I change the Name Format to put last name in front of first name, the last name is shown first, but they are still sorted by first name! That makes a Last Name view pretty much useless. A more normal operation (to me) would be to sort on last name rather than first, this is how most people will approach it when they are narrowing down to a name. Is there any way to sort by last name?
Footer in Report Scheduler
Hi, When I schedule a report to be sent by mail, I receive the report and everything is fine. But the footer says the following: ---- Best Regards, The Team Zoho CRM Toll Free: +1 888 900 9646 Fax: +1-925-924-9600 Email: sales@zohocorp.com ZOHO Corporation | 4900 Hopyard Rd, Suite 310, Pleasanton, CA 94588, USA ---- Being a SaaS consumer I didn't expect this in our footer. It should have been admin contact of our contact details. We are already converted to Zoho so no point in making a viral and
Accessing CRM via Creator API - how to get the email address of the Account Owner
Hi all, If accessing CRM via Creator API, and I am dealing with an CRM Account record, I can access the details of the Account via the API...things like 'Create By', 'Modified By'....basically all the standard fields visible for an Account record, including 'Account Owner'.... It works fine for me to get the 'Account Owner' record field, BUT, how, via this information, can I get the email address associated with this Account Owner. Is there some means to access the Zoho User records (i.e. the Account
CRM Report Customization
Hi, Is it possible to customize the header/footer of a report which we export as Excel/PDF ? Regards.
Zoho Inventory - Firefox memory usage goes up to 8GB
Hi, I have a CRM Quote with 300 entries and when I just load them in view mode, the memory consumption goes upto 8GB and Firefox becomes unstable. Similar behavior in IE (i.e. system is not responding) but the memory usage is not that bad as Firefox. I tried it old version as well as new version of CRM. Any idea/tips I can make it faster? Regards.
Problem with outlook plugin
I have the next problem when I try to add and outlook mail to zoho CRM "error while adding email"
web to lead - linking the unique campaign automatically
Team, We will be working with several clients on the same database. Each client will be importing their leads through a web to lead platform on each of their individual business web sites. We would like to utilize the campaign functionality to identify each lead to the corresponding client. Can we use the web to lead workflow that starts in the campaign module new lead feature? For each client we would use the html code from the individual campaign web to lead coding? Example: Client A fills
WebTab parameters
Hi, We're using your WebTab feature to embed our application, vWorkApp, in Zoho CRM. This is working well except we need a way to pass through something that uniquely identifies who the Zoho user is. Is it possible for the WebTabs to append parameter to the link URL, such as the logged in user's ID? For example something like the following would be perfect: - The user creates a web tab that links to: http://go.vworkapp.com?user_id=$zoho_userid - When the user clicks the tab the URL is called, except
Dashboard information restrictions
Hello On my CRM homepage I have 4 components but only listing about 6 lines of information each before having to scroll across to another lot of information? Can I set the amount of data to display for example 20 lines of information before having to scroll across?
How Do you see task reminders in a calendar or a report ?
I have assiged sales staff tasks based on remiders, so i have created a task to remind staff to call back a lead at a specific time. what i want is a report to show me what time each task has been set for each day either in a calendar or a report. How can this be done ?
Customer support
Hello, I am currently assessing a couple of CRM, including Zoho for our organization. I have two question: 1- We are Montreal based and some of our employees do not speak english very well, do you do tech support in french? 2-We are content with the basic functionality right now, but we would like to have 5 licenses instead of 3. How much would that be? thanks in advance Félix-Antoine Daigle
Data sharing rules and MS Outlook CRM Plugin
If you set up roles and data sharing rules in your CRM organisation - Will the Zoho contacts to MS Outlook contacts sync only allow you to sync Zoho contact data that you have access to? Thanks in advance
Calendar events not showing in CRM
All of a sudden my calendar events are not showing up. I am using Chrome as my browser. The strange thing is that if I use a different computer with Chrome, the events are displayed. Equally odd, the new interface does show the events on my computer using Chrome. Any suggestions?
Mail add-on: See emails from several email addresses
Hi, I find the Mail add-on very useful to see emails sent and received from a lead or contact. However in our organization we use a support mailbox (support@xxx.no). How can we add this mailbox? Thanks, Håkon
Notes in the New Version
In the New Version, is there a way to customize or change the notes section so that only the note title (or title + first few lines) shows up in the contact record, similar to how they appear in the Old Version We take very detailed notes after each discussion/meeting with our contacts and since this section now shows the entire note (unlike old version where it was the title + first few words), this section becomes very long on the page and requires more scrolling. While the title is in bold at
data export permission setting
we want to avoid any user from using data export. is there any setting to meeting this requirement?
SMS for CRM
SMS / Text Message Add-on It appears there is a sms delivery option using Zoho Support http://www.zoho.com/support/help/sms-addon.html Or by using Creator: https://blogs.zoho.com/general/how-to-send-sms-from-zoho-creator-apps I am looking for native addition to ZohoCRM that will allow for individual or campaign style SMS messages. My goal would be able to have it as robust as email...autoresponder, scheduling, merge fields, bulk messaging, history, 2 way communication etc. Is this on the roadmap...there
Using CRM with more than one email account
I have a Zoho CRM working well with a gmail account. With each contact I can see a list of emails...which is great. However, I would like to add another pop3 mail account linked in with same database and user. Is this possible? If so how.
How to filter out inactive customers?
I am tracking members using the contacts list. Is there a way to tag members as being active or inactive and then see just the list of active customers? Thanks
How to filter on active/inactive customers/contacts?
I am using the contact list to track activities for gym members. Is there a way for me to note whether a contact is an active member and create a view to just see active members? Thanks
Installation issue with MS Outlook Plugin
I am a brand new Zoho user and I can't get the MS Outlook Plugin to install. I purchased the service, enabled it in my account, downloaded the plugin, installed it on my MS Windows 7 64 bit laptop with a message saying the program installed. However, when I open MS Outlook 2010, no plugin appears and it is not on the list of Outlook addins. Needless to say, this is an inauspicious start... Please help!! Regards, Ray R.
Duplicated accounts
Hi, hope someone can help. We're noticing that Zoho CRM is duplicating accounts for us but we can't figure out ryhme or reason for it. There are accounts identical to each other, with the same information even though there is only one account with the name, appearing in call lists. We've got a report showing all calls to be made 'till yesterday' and several of the accounts show in the list 3-7 times. There is only one contact on the account so we can't figure out why the duplication has been
Accounts opening in new windows
Hello, Last week, when we clicked on account names the accounts loaded in the same window, on Friday, they changed to opening in a new tab and today, a new window. Can anyone answer why? We've not changed any settings to the accounts or users and I can't figure out how to change it back. Help is much appreciated.
OAuth and SSO
Hi, any update on using OAuth for SSO with the CRM API ? Alex
sub form paging
on pages with subforms (eg leads attached to a campaign or tasks attached to an account) the paging is set to 10. Is there anyway to change this paging?
separating first and last names in reports
It seems that most of the reports in Zoho CRM do not separate first and last name. e.g. on Contact and Lead reports there is just Lead Name and Contact Name, not first and last name in two separate fields. Is there any reason it is this way? It's awkward when exporting information
Mass Email Leads Confirmation
Hello, I recently attempted to 'mass email leads' from the 'Lead Tools' section in Zoho CRM. I then set the 'Lead Status' for each of the ead records to 'Attempted to Contact'. The problem is it that I do not see it in the 'sent email' section in zoho mail. As well, I have gmail integration and I do not see it in the sent email section there. I have two questions- How do I validate that the emails have been sent? Why isnt it showing in my 'sent emails'? Thanks, Nish
OAuth and SSO
Hi, Is there any update on using OAuth for SSO particularily with the CRM API. I ask because I would like web tab within the CRM that is authenticated to the CRM and can therefore run against the api using the ticket of the currently logged in user. Is this possible? Thanks, Ian
Problem in importing data in csv file
I have imported some csv files in Zoho CRM and now after some successful import, I can't even see name of last 6-10 csv files imported in Zoho CRM. This sounds strange to me as I have given enough time to see import history i.e near 5days now and still neither file name nor its status can be seen in import history. I have to import almost 59k Notes using Migrate Data from other CRM option found in Zoho CRM Setup but after importing 6k only, I am facing this problem! Please suggest
Just created a new field in my crm leads...with a pick list
how do i mass update so that all of my current leads in the database select one of the pick list options I have been doing the following and it dosen't work... 1) select all open leads 2) go down to Mass Update leads at the bottom of the page 3) under criteria component I select the new field (which is currently empty) and then select is empty 4) After searching, I select all the leads it came up with 5) after clicking the mass update button, I select my new field and then the option that I
email customization
can i add case number to the subject of notify case owner email? is it possible to use email template for notify case owner email?
Setting up Prospect Reports that Tally PAST activities
I am trying to create Prospect reports for each of the following: All Hot, Warm, and Cold Prospects as of the beginning of the month It seems I set the date filters and ZOHO only allows Created time or modified time, there isn't a field to sort by prospect status changed time. Is there a workaround for this? Also am looking for this same functionality for the end of the month tallies. Thanks, L. Fig
Changing default "mobile" contact within an opportunity "whom to deal with" summary view
In the new version of the Zoho CRM, there's a new "Whom to deal with" summary/ quick view in the top right corner view of an opportunity, which includes name, email address, and mobile number (which we love). Is there a way to edit/ change the settings so that this "Who to deal with" view reflects the "preferred phone number" and not always the "Mobile" phone number, as seems to be the case.
Attaching a Lead to a Campaign
Hi, Is there anyway to attach a lead to a campaign via the lead screen rather than the campaign screen? Or is there a way to add more than one lead at a time to a campaign We have been running into an issue when inputting multiple leads that should be associated with a campaign. Our work flow is as follows: Create the campaign - eg trade show At the trade show we collect leads Back at the office we input those leads. We go: Campaigns Appropriate Campaign New Lead Fill in Information Save and New
Multicurrency - Products/Quote/Invoice
Hello All, We are testing Zoho to use in our company. Congrats, is a great CRM. But we are from Brazil and we need to quote some imported products using U$ currency and others in HR$ currency. We also quote services always in HR$. Currently our tool for quotes create a table for UA$ products, then another table for HR$ products and finally one last table for services also in HR$. For invoices we will always use R$ after converting from U$ to R$ because of legal statements but I think in the end this
Random displays of Firstname/Lastname order throughout CRM
Has anyone else experienced a random display order of a client's firstname/lastname? For example, if you click on an "Account" and look at the associated contacts, you might see two contacts, one reading "Firstname lastname" and the other in the same account "Lastname firstname". In all instances we have confirmed that they are input correctly in their contact detail (i.e.: their firstname and lastname are both correctly input in the right fields). What's the deal with this? Is there a solution,
Custom Lookup Field - Tedious to work with
Is there a way to make the customer lookup fields behave like the standard lookup fields in these two ways? 1) Ability to start typing in the lookup field and it will search for matches as I type. Right now, it opens a popup and then I have to search. After doing this thousands of times, it is a HUGE time killer!! 2) Ability to roll the mouse over the specific lookup box to edit the field. As of now, I have to click edit on the entire record. Again, after doing this thousands of times, it is
Need a quote for someone to make my crm the way i need it.
We own a moving company and are very busy. Need someone to make the crm the way i need it. I dont have the patience to do it myself. Can you please email me at aaamoving@qwestoffice.net and i will give you want i am needing and then you can give me a price quote.
html code as cdata stopped working!?!!
we have been using this code for years: <FL val="CustomField1"><![CDATA[<a href=http://www.domain.com/page.asp?var=123456 target=_blank>click here</a>]]>yesterday we started seeing "<a href=...." stored in the zoho fields. since i haven't changed anything, that leads me to believe that something has changed on the zoho backend. #1 can a developer please confirm / deny this issue. #2 if confirmed, then please provide an example / work-around so that we can continue to embed HTML tags in zoho form
Email integration
concerning the upcoming CRM and Mail integration will we have a single location solution as other CRM's offer or will we be force to go back and forth with CRM and Mail i would prefer a fully integrated solution so I never leave the CRM - is that going to be the case? or should I expect a different solution form CRM? thanks
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