How do i change positions of users after restructure the job descriptions
Hi, We went through a little restructure in the organization, but how do i adjust the job positions of the different people involved.This is also involving different management structure. Regards Rene
zoho addin appearing in my tab bar at the top of office
Hi I use to have my zoho add in at the top of my tab bar in microsoft outlook, but for some reason this has now disappeared and now appears underneath every email. When the zoho add in was at the top i was able to add any emails relating to emails directly into zoho - now I can't Has anyone else had the same issue How do I fix it so I can automatically add in emails to my leads without hand writing details
Multiple trial accounts
During my trial phase i've set up two Zoho accounts. One via @networkpathway, my work email - used this one to test Mail only, which i'm not continueing to use One via @gmail, my personal email - this one contains all the CRM data I've used the CRM lots via the Gmail account and want to go to the paid version. Will there be a problem if i convert the Gmail account to paid version and then reassign it to @networkpathway? I'm fearful that, because the @netowrkpathway email has an account already, it
Linking Zoho Doc and CRM
Is it possible to link Zoho doc with zoho crm. Because, we will update the lead information in the zoho spreadsheet which has to be imported in the zoho crm automatically.
How to customize CRM for date ranges (hotel room blocks)
I work for a meeting planning company. We are the 3rd party that contracts nightly hotel rooms between our clients and the chosen hotel. We record each client's set of hotel rooms as a Potential. We need a way to enter each Potential's unique arrival date and departure date followed by the subsequent unqiue: 1. nightly # of hotel rooms 2. days of the week 3. dates 4. room type(s) 5. room rate(s) How can I best record the unique set of requirements per Potential when each Potential is different
how to recover in Zoho a file downloaded from a web form?
In a web form,i'ts possible to download a file. Where and how to recover the file submitted by the web contact ? Thand you for your answers
How to set up post purchase emails from my Amazon account?
Hi everyone, I'm trying to set up a simple email autoresponder to customers that purchase my products on Amazon. Can any one help me figure out how to set this up within Amazon? Thank you in advance... Kevin
Mass email contacts with accounts related lists?
I need to send a mass email to certain contacts based on criteria that are under their respective Accounts. Is there a way to get the criteria to populate from Accounts to Contacts to that I can sort by those fields? For example, my current customers are in Accounts and their business owners are in Contacts. I need to be able to email only certain customers, so I would create a view in Accounts to sort out those particular customers. How can I transer that to Contacts since I can't email from Accounts?
No Opportunities within Leads?
Hi all, why is it not possible to add opportunities to leads? It seems only to be possible to have opportunities within contacts. Why? I think that especially within the lead phases, it is essential to be able to categorize/cluster the leads and their opportunities. Thx in advance & greetings, Gabriel
Price Book - 2016 02 19
For the items listed which is a long running item, we will have a different price from different suppliers from time to time, which, the current price book method does not provide a DATE for ref, is there a method to list the Date for the price listed, please advise.
Where is the Notes module?
I am trying to find the Notes module in Zoho CRM. When I go to Customization => Search Layout, the Notes module is available in the Select Module drop down with the following fields. More specifically, I want to know where the Notes Title field is:
How do I make my accounts or contacts PRIVATE - so employees dont see them?
How do I make my accounts or contacts PRIVATE - so employees don't see them? I would like to add Vendors to my account but I DO NOT WANT MY EMPLOYEES TO SEE THEM. is there a way to mark them private so no one else can see them? Thanks Christine
Is there a way to fetch all stage history in a single api request?
Currently, we can fetch stage history of each potential by using "getRelatedRecords" methods, but it quickly consumed our api request limit and it about to reach maximum limit in just a single run. Is there a way we can fetch all the stage history of an organization by a single api request like using "getRecords" method?
Quick capture of a contact's "contact" info
As an ACT user, I could pull up a contact, click my cursor into the contact's name field, then click CTL-C on my keyboard, the Windows shortcut for "Copy." This action copied the name, title, company, address line 1, address line 2, City, ST, Zip, Phone, Mobile, and email address to the Windows clipboard. All those fields at one time with just the one CTL-C click. I could paste this set of info into any document, for example an email to someone asking them to get in touch with my contact. Sooo easy!
Can automated update of a field trigger another rule?
..if the rules are for different modules? For example, when a task is completed the rule will tick a box in a potential card and it works. However, the other rule should be triggered by this update and send an email to the customer and it does not work. If I manually update the field, the rule is triggered but not if the other rule has updated the field. What am I missing here?
How to trigger workflow/Custom function on adding Line-Items/products in Quote module?
Hi, I am working on ZOHO CRM and currently want to handle Inventory and want to make some limitations/checks on Quote module i.e. on adding line-items in Quote module records. I have many products in Product module and there is also a field Quantity. Now I want to restrict the user, if Quantity field's value is zero, then user could not add the product in quote. Or if a product has been sold out, it could not be added in quotation again / or could not shown in products that are to be sold. Is there
Is Zoho CRM/Mail not workng this morning?
I was using Zoho Mail this morning and it became unresponsive around 7:15 EST. Zoho CRM is not responding either. I certainly hope they aren't updating the system on a Monday morning...!
Lookup products
I have created a module showing products and serial numbers with Purchase dates to be shown by account - im struggling to find a way to make the 'product owned' field (user) utilise the product listings - it only allows me to create new fields not use existing - or am i missing something?
Only exporting to google task, why not 2 way sync?
We export our tasks to Google calendar, We then in the google calendar or our mobile, add a comments and close the task, but Zoho does not update this! I also tried to change the due date in calendar, and zoho still has the old date I the Zoho settings, there is written; You can export tasks from Zoho CRM to Google Tasks. Is on only export the task. I think that i's important that an exportet task can be updated, and that updated are changes also in Zoho, like the normal 2 Way sync.
Import into Contacts from XLS
I have been trying to import into CONTACTS from an XLSX file. It keeps failing saying I have over 5000 rows!!!!!!! How do you indicate the number of rows to the Import engine? BTW I changed it to a CSV, and it said I had over 20,000 records. AND I tried to use the MIGRATE function, this "worked" but said I had Total records in file65469!. There was only ONE row with data. And it skipped that because I had the Account Name wrong.
File should not contain more than 39 rows
I tried to import some leads in excel format. First I was able to upload, then I received an error 'File should not contain more than 135 rows', so I reduced the rows. But then, I received another error 'File should not contain more than 39 rows'. I tried reducing the rows even to 20 but still get the same message. Tried making a new file, logging out of zoho but still the same result. HELP
Dropbox option
I do not have an option to add attachments from dropbox only google drive zoho doc and google drive how do I fix this or activate this?
Associate a Zoho project with an Account
Hello, I used to be able to associate a Zoho Project to a CRM Account or Potential without having to select a client user. Has this functionality changed ? I want to be able to associate an existing Zoho Project to a CRM record but not necessarily with a client user. Is this possible and if so how? The usual way (i.e. deselect client user) and associate the project with only CRM users does not appear to work right now. Thanks,
Increase workflows per module
Hi Support, We're changing our business and to keep running on Zoho I will need to remove the limit on workflows per modue. I think I need about 80. We are on enterprise license. Is this something you would consider? Thanks Nick
Field width
How do I make a field wider? I need a double width description field in one of my modules but only seem to be able to create a single width field.
View layout as a different category of user
I'm the administrator for Zoho CRM at my organization, and there are a number of fields I don't show to some categories of users, but when I'm adjusting page layouts, it would be helpful to be able to toggle somehow to "See this page as a 'Staff User'" or as a Manager or whatever future category I set up. Is this possible in some way I'm not seeing?
Insufficient Privileges
I am the admin for my Zoho CRM account. Starting a few days ago, upon clicking on events I often receive a pop-up message that I have "insufficient privileges" to view MY event, and I am the administrator. What is going on and why is no one else complaining about this in the forum?
Check Spelling
When I write an email I use usually the spell check . But now there check hang for hours and wil not ending ... what can I do ? Tahnks Rolf
Reports in CRM just shows amounts in base currency
The potentials reports only show amount fields in the base currency.. in my case (MXN) ... but I need them to show in the currency they were created in the system (USD)... If they appear in the View screens correctly why cant they print out the same in reports??? How can this be a multi-currency system if I cant print in a different currency??
How do you create a non-activity report?
We need a report that will give us a red flag for opportunities that have not had a touch point in the last 30 days. We want a report on an opportunity that does not have task, call or event in the last 30 days. Anyone have something that works for them?
DELETE CRM ACCOUNT
How to delete my CRM account, please note that I am the only user acting as SUper Admin
When selling to people and NOT companies
Has anyone had success setting up Zoho when selling to individual people and not companies ? We are a small law firm working with individuals and find it difficult to remove the company fields and have the account and the potential be automatically the lead name. Please share your experience. Thank You
What's happens with GMail integration (Contextual Gadget for Gmail)
Hi We have been using zoho for around 2 years, unfortunately most because bad integration with gmail, we have used it very little. We are now giving it a last chance. What are the status of the contextual gadget, are any new updates on the way? The information in the gadget are to little, there are also to few fields... A feature to save the email would be very usefull, also, each note/task/opportunity and contact are not a link to the CRM... if you click on a link, you should ofcourse open that
Zoho CRM Documents
Hi, I'm using Zoho CRM and the documents tab for storing all documents. I create a folder in documents relating to the potential I have logged. Within the potential itself, under the attachments section I used to be able to select attachments from Documents or Desktop but for some reason the Documents option has disappeared and I can only attach from the desktop. Any thoughts ? Kind Regards MattP
Cannot configure email in Zoho CRM
I am unable to configure email to work inside Zoho CRM. I watched this demo video: https://www.zoho.com/crm/lp/demo3.html I am following these instructions: https://www.zoho.com/crm/help/zoho-mail/configure-zoho-mail-add-on.html#Set_up_Mail_Account_(POP) On this page, while logged into Zoho CRM: https://crm.zoho.com/crm/ShowSetup.do?tab=personal&subTab=emailSettings&action=zmail I see this: When I click the "Configure now" button, nothing happens. How do I integrate Zoho CRM with email as explained
Why can I search in the Lead column, but not on the Lead_ID column of CustomModule1?
I've created a CustomModule1 with a Lookup field for Leads. Successfully, I've added a record. This is the request URL: https://crm.zoho.com/crm/private/xml/CustomModule1/searchRecords?authtoken=WORKING_KEY&scope=crmapi&criteria=(Lead_ID:1820378000000097468) When I use the API method searchRecords, I get an error: 4832: API call cannot be completed as the Criteria parameter contains empty field name. For testing purposes, I changed the Lead_ID to 'fewgd'. It returns the same error. When I change
Problem updateing leads
I have a problem updateing leads into CRM...
Edit fields in account
I'm a bit lost.... The 'Edit' buttons have gone when I click into an account in Zoho CRM. I can click edit from the account list but when I click into an account the edit buttons are not there when I hover over a field?!
Blogger, CRM, Feedburner Help
I have a website through Weebly and a blog through Blogger. Subscribers are managed through Feedburner. My e-mail is through Zoho. I'm trying to figure out how to set up Zoho CRM so that when someone subscribes through Feedburner, the contacts go directly to CRM. This way Feedburner sends out my blog posts as I publish but I could also send out a separate e-mail to subscribers through CRM. Does anyone have any suggestions? I feel this should not be as difficult as it seems. Thanks, Andrew
lead search based on incoming call
I use freepbx with a software called ZULU that basicily integrates with outlook to produce a pop up based on caller ID, it also can use URL's . is it possible to have zoho bring up a lead or customer screen based on caller ID- something like below. I paste this into ZULU as and it opens zulu and searched for the caller ID https://crm.zoho.com/crm/GlobalSearch1.do?sModules=Leads&searchword=
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