How to remove Zoho marketing from paid CRM users view
How do I hide all the marketing URLs from the CRM and other Zoho software from the display of our employee users, like the "Upgrade" or "Tell a friend" links? We pay plenty for all of our Zoho software, so it seems perfectly reasonable to be able to disable such marketing across the software. Thanks for your help.
Google sync Account name - Company cut of 20 characters
Hello, First my compliments for Google Sync, one of the best in the market. I tried so many crm's with google contacts sync and this is till far the best. One problem I am having. When I have in Google contacts a person with a company name larger than 20 characters, the account name in Zoho wil be max 20 characters. I change it in Zoho to the right name, but with the next run it will make a new Account again with 20 characters name. Could you have a look at that? My settings: 2 way sync Conflict
auto generate email to contacts based on field values
Hi Zoho, I want to have a workflow rule which automatically sends emails to my contacts based on field values. For example, my contact has an appointment with me tomorrow. I want zoho to send an email the day before tomorrow automatically with a text from a template. I hope this is possible. Please tell me how to fix this. Kind regards, Jimmy van Dijk
Modify hours and date for calls
Hi, It would be great if we could modify hours /date for calls activity. Currently we cannot and we are forced to delete and redo when we make a mistake. Regards,
Need direction.
Our company is a small 3-4 employee lending/microloan business. The process is the following: We lend upto 50,000. We have a booth at heavy areas where people fill out their basic details and our office contacts them and says if they provide the requirements, we can have them apply. Then the person comes in and fills out the application and gives us the requirements. Our due diligence team follows up and verifies the requirements. If the requirements are good and dandy, they get forwarded to the
What is considered advisable practice
We have been using ZohoCRM for the last couple of month and concerned about datalosses, corruptions etc. Is it possible that Zoho could lose all our data? - hacking and corruption included. or will it never happen X. What is the best practice in terms of backup. Getting Zoho to do this on a regular basis and doing manually is long-winded. Is there some routine (script or macro) one could run? What would you guys who have been using it for a long time advise.
Pressing the tab key in Contact Information
When entering data under Contact Information (two-column layout) and using the tab key to go to the next field, the cursor moves from left to right. Is there a way to have it go from top to bottom (starting from the left) and then continuing to the right? Similar to how you enter data under Address Information?
Show leads by Company name, not by last name of contact?
How can i have my leads under the alphabet a-z tabs be shown by company name and not by last name of the contact?
Combined activities view?
I'm trying to create an activity view that will show all upcoming activities sorted chronologically. I'm running into a few issues that I don't know how to handle. 1) How to include a criteria for today onward? I can do tomorrow onward, but I'd like to include today also. 2) How to be create view so that all current activities show? I want my view to include future activities and tasks with a due date that has not passed. I've only figured out how to get one of the two, but not both at the same
Terms and Conditions -ZohoCRM - How to have different T&C for different countries
Hi, Our company does business in a number of countries. Our terms and conditions are different for each country. How can I set up different terms and conditions for each country? I need them to apply to Quotes, Sales Orders and Invoices. Please be as detailed as possible. Thanks Adam
Need to automatically get leads from Infusionsoft web forms to my Zoho CRM
Hi, we use Infusionsoft to gather online leads. We capture the leads via web forms. What I want to do is move those leads (maybe via API or other tool) to my Zoho CRM and have them show up as new leads. I know Zoho CRM offers the webforms....but I want to continue to use Infusionsoft for a variety of reasons. Thanks
Adding Custom Buttons to Standard Modules?
Is it possible to add a custom button at the Page layout level for pages such as the Potentials page? It would be at the same level as the Edit/Delete/Clone/Print Preview buttons. I'd like to add a button that triggers some business logic on the current Potential record.
How do you disqualify leads?
Hi, I know that you can convert a lead to a potential but I don't know how you set it to be invalid. I might have removed it from somewhere when I was customizing lead module. Unfortunately, I can't find any function or field that determines the qualification of a lead. Can someone please help?
Viewing Closed Activities Details
Is there a way to change a view setting so that I do not have to open each closed activity in order to read the details? temkem11
Notes not in chronological order
In opportunities, notes are not in chronological order. I reviewed this post: https://help.zoho.com/portal/en/community/topic/question-about-chronological-order-of-notes Which states it should be. Am I missing a setting somewhere to turn this order on?
Viewing the Progress of users
How do I view the progress ( calls made, emails sent, tasks performed etc.) of my users?
Mass Replacement of Leads
We want to export our leads, for day-to-day management in excel and re-import them into Zoho without creating duplicates Essentially we want to import leads and have new leads replace old leads that have the same zoho id. The startup menu does not seem to have this feature. Best solution that I can find is to export all leads, dedupe in excel, delete all leads and reimport the clean list. There should be a much more straightforward way of doing this though. Any suggestions?
Master List of Tasks for New Users
We have about 20 users and growing and all of my new reps have a standard list of tasks to complete as part of the start up process. I would like to be able to create a list of tasks that are assigned to no one and have them copied or assigned to new users when we setup their ZOHO account. Any Ideas?
Outlook Calendar Sync and Associate with Opportunity, Account, or Contact (Related To)
When I sync my Outlook Calendar through the Outlook Plug-in, is there anyway to designate the Opportunity, Account, or Contact with which it should be associated? Or, is there a way within ZOHO to easily see the events that are not related to anything, and quickly relate them without having to go through the multiple-step process of editing and choosing "related to" for each event? Thanks!
Subscriptions
Hi, I'm wondering if there is a way to configure Subscriptions expire time in Contacts / New contacts.
Filters for Campaign Reports
How can I create a filter for a lead report for a single campaign by campaign name? Appears to only be able to be created with dates. We have different campaigns with the same dates.
How to do the selection of contact to campaigns?
Dear all I've been a big ZohoCRM fun. But I seriously start to map the possibilities of migration to hosted MS CRM. The reason? The key campaign management functionality is still missing.... Our situation: We have thousands of customers and prospects divided into Segments by multichoice field of Account. If we want to select contacts for the particular Campaign we must do the manual selection from the "long list" of Contacts belonging to the Accounts from the particular Segment. As a result, we have hundreads
Accented characters showing as a �
Is anyone else having problems with this issue. It originates when we import excel leads into ZOHO with addresses and/or names with any accented character. They just show up as "�" in ZOHO. Our language is set to "English" United States and our country locale is set to "Canada English". Any ideas would be helpful. Thanks.
Double registration
Hi I seem to have a problem with Zoho ... all new entries are entered twice when I save them ... this goes for both accounts, contacts and activities I am currently on a free account but it leaves me wondering of hacks or flaws in processes Best regards and thanks in advance for any help Ole Langer
Export Data using ISO8859-1
Hi, when importing data it is possible to switch encoding to ISO8859-1. But when I export the same data I'm not able to switch the encoding. So "special characters" here in Germany are wrong in the export-file. Looks like that alway UTF is used for the export. Where can I set the encoding for the export? Greeting Michael
Help: Trying to import my contacts
Is there a certain order my info on my contacts needs to be entered in on excell so I can import them into contacts all at once instead of individually?
Having trouble syncing Zoho CRM with Google Contacts
My company has 3 users on Zoho and none of us can get Zoho to sync correctly. I'm using 2-way sync, and started with few Google Contacts of my own. My CEO is using 1-way sync from Google Contacts to Zoho CRM. He had hundreds of Google Contact entries and these contacts are not syncing properly into Zoho. Some Google Contacts have been added as Contacts in Zoho but the data (phone, email, company, title) is not syncing completely. Other Google Contacts are not being added to Zoho at all. Can anyone
Delete my account but email problem
I am in a bad position, I want to delete my crm account because the associated email is not working anymore, but I don't remember my password!!!! I cannot reset the password because it will be sent via email....but the email is not working anymore! How can I do???? Thanks Silvia
why dont my post show?
why dont my post show?
How to print the Task List
I'm new to Zoho CRM and I've looked and looked and cannot figure out how to print the Open Task List. Help?!! And thanks!
changing a pick list on contacts
I currently have a particular field under "contacts" that has a pick list for options. Already, we have multiple entries in contacts, having used this pick list. I am now looking to modify the pick list, which will no longer include the old options. Will the old entries simply have nothing under this field going forward? Perhaps it is better to keep the old options within the picklist so we don't lose that data???
Can I add a secondary email address to the same account?
I am trying to add a second email address to my account to send out emails company from info@company.com not my personal account. Does anyone know how to do this?
Formula Help
I would like to make a new field in Accounts using a formula. How can I make a formula that would look like this: If "Account Owner" equals Account Owner 1 then "New Field" equals "Gross Commission" * .80 If "Account Owner" equals Account Owner 2 then "New Field" equals "Gross Commission" * .30 If "Account Owner" equals Account Owner 3 then "New Field" equals "Gross Commission" * .20
Exporting contacts to Google
Hi there, I'm having difficulty exporting my contacts to Google Contacts. Importing from Google is no problem, once I set the parameters, however when exporting they are in a jumbled mess with all the information bunched together as a note. Is there a basic step that I'm missing? Thank you Laura
Role Based Home page Customization
Hi, How to customize the homepage dashboards by roles. I want each user belonging to a particular role to see specific home page dashboards only. Can you please explain how to go about it? If that is not possible, how to do general customization of home page such that all users in my organization has those same home page screens? Thank you in advance!
New Version Bug: Contact notes do not show up in related lists under accounts
In the old UI in Zoho when I'm looking at an account record, the notes for all of the contacts associated with that account are also displayed. When I switch to the new version these notes are no longer displayed. This is a very important feature for me, and I hope it can be fixed before the new version becomes the default. In the meantime I will have to switch back to the old version.
Refresh on email tab within CRM
I am still awaiting a reply on an outstanding issue where some users do not receive emails with CRM unless they log out and back in. Please can someone look at this as it is now urgent. Richard Forshaw +442033013312
Change Owner - Lead, Contact and Accounts
Do I understand correctly that if I need to change ownership of a portion of my Leads, Contacts and Accounts, that only the open Tasks follow the transfer? If that is so, what happens to the closed Tasks, etc that do not get transferred? If ownership of the same Leads, Contacts and Accounts go from Sales Rep A to Sales Rep B and then back to Sales Rep A, will Sales Rep A's previously closed Task repopulate or not?
What is the meaning of "Contextual integration with Zoho Invoice" ?
Hi, What can we expect from "Contextual integration with Zoho Invoice" ? (see Road map) For example: - Duplicate management in Zoho Invoice - Invoice data from Zoho Invoice available in Zoho CRM reports - Invoice creation and display between Zoho CRM and Zoho Invoice (2 ways) - Import of [Zoho CRM] Customer Id into Zoho Invoice Thanks,
Web to lead form query
Hi I made certain modifications in my web to lead form just to change the look of the form and did no changes in functionalitites. The email autoresponder is not working and I am not able to make out why. I am copy pasting the html of the form below. Plz look into the matter and respond. <HTML> <HEAD> <TITLE></TITLE> <META content="text/html; charset=utf-8" http-equiv=Content-Type> <STYLE type=text/css></STYLE> <META name=description content="Created with Trellian WebPage"> <META name=GENERATOR content="MSHTML
Next Page