New interface- where is the recently viewed contacts?
On the classic view (which I can n o longer seem to access) there was an icon similar to a timer, on the left which showed my ten most recently viewed contacts. A huge shortcut as we tend to work with contacts in bursts of activity, doesn't everyone? Is that functionality gone? Greg Aanes 2109 Queen Street Bellingha WA USA
Custom Fields from Accounts module are not visible in deluge scripting using getRecordById
I have added several custom fields to the Accounts module. One of these fields is a single line field called "Address Coord". I want to create a simple Custom Function to retrieve this value. The new custom field is not returned to my Deluge script using "getRecordById" or "searchRecordsByPDC". All field permissions appear to be correct, I am on the Enterprise edition of CRM. Is it even possible to access or get/set against custom fields? Here is a screen shot of the new field "Address Coord" in
Why the heck would you not add scheduled emails to CRM 2016?
Why the heck would you not add scheduled emails to CRM 2016? It's such an important feature for small business. Perhaps I'm missing it? Let me know and keep up the good work!
How to track PPC campaigns that are not Google
How can I automatically add leads to a campaign if the referrer is one of my PPC campaigns? I know how to track it by using the hidden fields on a landing page specific to the campaign name, but as we know, visitors, don't always convert on the landing page you send them to. I want to attribute all lead forms that are completed by a visitor with the PPC Campaign as a referrer from any page on our website. I don't want to have to create a bunch of different PPC forms with multiple landing pages
Turn a custom module in to a related list
I have created a custom module, and I'd like to see it as a related list on my Accounts page. When I try and add a related list to the Accounts page (By choosing "Select Unrelated Lists", it tells me that "You have already added all your related lists for this module." So I'm guessing my custom module isn't actually a related list... yet. Any assistance on how I can link my custom module to my account records would be greatly appreciated.
URL links not showing as links on mobile devices
I keep most of my notes in Evernote and link to them from within Contacts or Accounts in Zoho CRM. On the web, these links work as they should, but on the mobile apps, the links just appear as text and thus do not allow me to click and jump to the relevant notes. This is a huge problem for me as I am now hoping to rely on the mobile apps when in the field, but without the ability to use the links, the usability of the mobile apps is greatly diminished. Does anyone know if Zoho is aware of this issue
Report availability in mobile apps
It appears that Reports that I have created on the web client are not available from within the mobile apps. First, is this true, and second, does anyone know if they will be made available in an upcoming release? Would sure be helpful! Thanks David
Adding Notes to a Report
Is there anyway to add Notes to a Report, preferably the most recent note made? If not, any suggested work around?
Open Events Activity View shows "Contact"
In the Open Events Activity view, there is a field for "Contacts", but it always shows blank. I want it to show a designated contact for an account, but can't even seem to choose a Contact in the Add Event or edit Event dialogue boxes. Any suggestions? Also, is there a way to filter the views in the Activity tab, or can that only be done via Reports? Thanks
Populate a field based on the lookup on another field from a different module - help needed
Hello, We have renamed our Potentials field to "Contracts" to reflect our business model. On that module, I have set up a lookup field in "Contracts" to lookup a Product Price from the "Products" module. That is working fine. However, we have a need to then automatically populate the field next to it with the actual price of the product once the Product is selected. I've gotten to the stage of making a custom function that can be triggered by a rule and rule trigger once that lookup field is populated,
email whats the best?
So as zoho mail has started loosing us money this month with its inability to email certain clients like BT and Talk 21, added to the inability to get it fixed i wondered what email clients people used and why. Its time for a change so ideas please that play nicely with zoho crm
email not populating
Hi just noticed that within the CRM our emails from customers and to them are no longer showing under the customers details. Email section is there but empty. More email weirdness from Zoho
Search by last contact by phone date?
I recently switched from ACT to Zoho and I miss the ease of searching by last reach, last attempt... Is there a way to search by the last time I reached by phone or tried to reach and left a voice message? Thank you, Mike
Hyperlink a photo
How do you create a hyperlink onto a photo in a email Template.
Ring Central Integration - Beginning of a Solution?
I know there is another post trying to convince Zoho to integrate with RingCentral. (Please, Zoho...please...) In the mean time, can someone use the following information to create a temporary fix? I'm a complete Zoho noob and don't know how. In the RingCentral softphone, you can access external applications and urls. Specifically, under Options-Calls-"Launch another application or URL" you can tell RingCentral to call Zoho. Ringcentral has info on it here: http://www.ringcentral.com/support/pc-incoming-call-integration.html
Not all the leads I synced from CRM to Campaigns appeared in my campaign
Hi, I synced about 6,000 leads from CRM but when the sync was completed only about 5,000 leads appeared in the contact list in Campaigns. What could be happening?
Two way access Zoho CRM with our clients
We have been using Zoho CRM for some time and very happy with it. Sadly we have to ask our clients via email for personal data like date of birth, national insurance number, tax reference code etc. It would be great to see if users can access some of the fields so that they can populate the information for us. Is that possible?
Sales rep weekly performance number?
Hi I am hoping to make a weekly "performance number" for each sales rep, where their various activities would be worth points and then the total of all of their points for the week is displayed. For example, maybe calls completed are worth 2 points, events scheduled are worth 5, and potentials closed won are worth 20. How can I implement something into my Zoho CRM (enterprise edition) that will let me see the total of all of a sales rep's points? Some kind of view where I can see "Sales Rep A: 56
Sandbox- A testing ground for your CRM while sales goes on uninterrupted.
Sandbox has traditionally been a developer's best testing tool. It helps them make additions, and changes to the existing code and test them without disturbing the actual production environment. It is a great workaround for application vulnerability due to human errors. It can now be used to test changes and customizations you make in your CRM. With the advanced customization options in Zoho CRM, there are a lot of opportunities to customize, mould, and develop a complete system that is unique for
Problem with the Zoho sheet view when contacts are filtered
Hi, I've got an issue. I filtered my contacts by the account name for example I only want to see contacts form "company A" then I want to export it with the Zoho sheet view. The problem is when i click in the sheet view my contacts are not filtered anymore so I have also contacts from "company B" "company C" etc... Is it a problem from our side or yours? Could it be solve because we really want to use this feature in the future.
Parent Account Details Page vs Member Account Details Page
Is there an easy way to have an account details page for Parent accounts and a separate account details page (with some fields added and some hidden) for Member account attached to parent accounts. Our Member account info would be about 1/2 that of the parent account details page. Any suggestions would be greatly appreciated! We are using the member accounts for various branch offices locations that are associated with a parent account. We did try to us "contacts" but that doesn't work well with
bug on scrollbar in "Reports"
Hello In the new version there is a real problem when you want to sroll down once in Reports trying to sroll down : it is not thick enough to grab it with the mouse pointer... thanks nono
permission to views
Hi, How do I prevent some users to access the following views: - All Contacts - All leads - All tasks Thanks
ATTACH A ZOHO DOCS FILE IN TO A POTENTIAL OR IN TO A LEAD IN CRM
Dear Sirs, I am new in Zoho and I am trying to move all of my business activities from outlook and excel to the zoho crm and mail suit. I was wondering if i could attach a file that i have created in zoho docs (such as a sheet file where i can calculate an offer to a client) and then save this directly to the lead or the potential that i have created in the crm. Thanks Regards
Manual sort order of Activities
I like to review my Activities for the day and then decide how to tackle them. Thus, would like to be able to manually sort the order they show (ie drag and drop). Is this possible? If not, does anyone have any suggestions for how to approximate what I am looking for? Seems like this would be a general need users have. Thanks
Accounts
In my accounts im trying to attach documents is not doing anything. Please help
Search Feature No Longer Working
The search feature is no longer working. I type in a name or company and it's not bringing anything up at all - even though I know the lead/contact/potential is there! Please help.
Saving new Potentials
I cannot save new potentials in either the old or new versions today. I get a "loading" screen once I try to save in the old version that never moves on. In the new version, it just will not move past the save screen on the new potential.
View Campaign opens in CRM
I have Zoho CRM and Zoho Campaigns. How can I see in CRM if my CONTACT PERSON has opened a CAMPAIGN EMAIL?
Automated cleaning
Hi I look after Zoho CRM for a company and every year, we want to be able to email everyone on there and ask them if their details are correct. Is there an easy, automated way of doing this? Thanks Lorna
Sorting Issues
We have a new user on our ZOHO and when they click the A-Z tab it takes them to the A page - but this page is then out of order - as its the B page etc. How can we sort the accounts to be in alphabetic order. We have looked everywhere.
Account tracing
HI, we use accounts as the "customer buying organization" . Often it can be that a customer (or account) is not interested today , but become interested in a year or two after they have matured . In meantime Accounts paige looks cluttered with inactive customers ... . I would like to get a way to prioritize accounts based on how hot they are, or "archive" dormant accounts until a later review date.... anyone figured out how to do in Zoho? Br, Morgan
I want my leads in alphabetical order
Can I view my leads in alphabetical order of company name therefore making all of the leads witthin the same company be visible together?
Google contacts synchronization
Hello, I need to synchronize my Google contacts with Zoho but I can't find a way. On this page: https://www.zoho.com/crm/help/google-contacts-synchronization.html is a guide how it should work, however when I follow the steps, I get into the settings and all I can see is this: https://files.slack.com/files-pri/T1A62BHA9-F2B49K4F4/google.png There isn't any "Google" button. Could anyone pelase help me? Thank you
How can I view all the latest leads that my team have been working on?
I can view modified leads but lead that were added a note won't appear in the result and I need to see what my team did today all the activities.
Is there a way to include all modules on a single launch page?
I see where I can bookmark the home page that contains either the top nine apps/modules or I can select to see all, but I want to be able to see only the modules that I use and subscribe to. is that possible?
File Should not contain more than 29 rows.
I have a paid account with Zoho. I have been uploading on average 200 rows a day for months. I always use a .CSV file, I delete all empty cells and yesterday I emptied the recycling bin. I was on the phone for over an hour with no joy. I have emailed the file to support[at]zohocrm[dot]com. PLEASE SOME ONE HELP!!!!!!! Allowed Storage Space : 16896.00 MB Total Used Space : 3.86 MB Documents : 0 Bytes Total Free Space : 16892.14 MB
When I import records the opportunities doesn´t have contacts associated
We are migrating from other CRM more than 20,000 opportunities with contacts associated in our legacy system. But when we are trying to create a link between contacts and opportunities (we have the link in the CSV file) the field contact ID in zoho is null.
Pixel for Affiliates
I would like to set a postback pixel (via google tag manager or another way) to fire after I update the status in the CRM. the flow will be like that: The client arrives to the site, after he was reffered by an affiliate. the client leaves his details, the zoho CRM gets the details. After the call center talks to the client and make the sale. the crm status change to a sale, and the affiliate who brought the traffic gets a pixel notification for the sale. how can I do that? any one knows a developer
Social tab no longer showing "Unknown" column
My "unknown" column has disappeared! There is just a blank space where it used to be.
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