Search view
My search results are shown in order of the clients Name however I want the search to be in company name order not the clients contact name. How do I change this?
How to find contacts using a field that belongs to accounts?
I want to make a filter for contacts using a field belonging to accounts. But that is not possible in Zoho. For example, I have created in accounts a personalized field called 'Important account' (Y/N). And I want to create a filter (for emailing, for example), that looks for "contacts whose accounts are important". Anyone has an idea or workaround of how to do it?
CRM Reports and Excel permissions
I would like to restrict the ability of users to export data from Zoho to Excel for obvious reasons. I would however like to schedule sending them various reports, but can see no way of defaulting those reports to a format other than excel. Am I missing something, or is this a potential "security" issue? Thanks in advance for any suggestions.
Configuring the Google Contact/Calendar Add-in for different users
We have a number of users in our Zoho CRM, each with their own Google Calendar, which we need to sync with their user. When I log in as each user, and try to configure the app ( I have the Google Account authentication credentials for each user), then when I try to select a calendar for syncing, it only shows me my own calendars (I'm the Super Administrator and I performed a calendar sync to start things off). Why is this happening, and how can I resolve it? I've got to get this working by Tuesday!!
How do I transfer a value from leads to account?
Hi Zoho, How do I transfer a value from leads to account? thanks
Is it possible to assign a lead to more than one person?
I would like to assign imported leads to a group of pre-sales engineers who look at imported leads on a first come first served basis - the rep that first calls the lead can choose to "own" it or leave it alone. If they leave it alone, another rep can claim it. So: 1) when I import leads - how do I make sure all users can see all leads and 2) after a user claims a lead, can others see the entry but not be able to modify it - i.e. the entire record is read only. Thanks,
Attach from google drive
I am having problems seeing my files attached in Zoho Contact & Account. I am attaching through google drive. I see the interface and select my document and hit OK. It says loading, however, I NEVER SEE IT IN ZOHO. Please advise asap
CRM Cases to Invoice Timelogs
Is it possible to log time against a case and then be able to invoice for that time?
Export to excel
I am in the reports section and when I click export to excel nothing happens? What am I doing wrong? Thanks, Michelle
Task past due e
I created a workflow rule to send an email to the task owner when a task is past due. The problem is that the task can only be executed when the task is created/modified/deleted. I need the rule to be executed automatically instead of when the task is edited. See the attached workflow rule screenshot if there is any confusion. Does anybody know how to solve this?
ZOHO CRM
Hi, We activated ZOHO CRM By mistake and we want to deactivate just the CRM subscription. Thanks
E-Mail Icon verschwunden, nach Integration Google Mail
Ich habe meine neue Google-Mail-Adresse eingegeben und per IMAP integriert. Der Prozess war "sucessfull" aber jetzt habe ich keinen E-Mail-Icon mehr in ZOHO - wie integriere ich das wieder, damit ich auf der Startseite E-Mail als Icon auswählen kann und wenn ich über Umwege an meine E-Mail gelange, erscheint folgendes: Muss ich ggf. noch was an den Einstellungen ändern? Authentication Failure. Change the user credentials in the E-Mail-Einstellungen and re-enable auto fetch. DANKE für die Hilfe !
Create Potential field Amount BRL USD EUR
Is there some setting that allows to choose the currency (field Amount) to Create Potential. It is possible to register three types of coins to select a combo box with the options: BRL USD EUR.
Create template e-mail that it could have a file attached from every CRM - Potentials
I need to create a template e-mail that could change the file attached depending of every closed business potentials. The idea is that you can find the file attached when it's sending a new closed business. So, you can see the customer offer in the e-mail. Also, we need to attach the files in every Support ticket in ZOHO Support, by automatically.
RingCentral
Hi, My Ringcentral will not ring my softphone first. It rings through to the selected phone but there is no audio Please help
Web forms against potencial customers not working
We set up a web form but it is not registering the information. The page where we embedded the form is: http://www.witcamp.com/contenido/psl-ara-lleida and the confirmation page is ok, but it is not registering the information in our CRM. Thanks
Email Merge - Outgoing
I have merged my inbox with my Godaddy email account however NONE of the several settings that Godaddy have provided me work so that I am able to send emails from my Zoho CRM. At the moment I get messages such as: authentication required and cannot connect to server. I have tried every combination of settings- why isn't my outgoing mail merged?
Вложенные фото в контрагенте
Добрый день, скажите пожалуйста, для того чтобы просмотреть вложенное фото к контрагенту, обязательно нужно его скачивать или есть какой-то вариант просмотра, а то если только скачивать для того чтобы посмотреть - это очень не удобно
Summary report export error
Dear Zoho, The summary report that is exported as an excel file is different from the Zoho file. Specifically, the pivot function (via the grouping) doesnt show up in excel. Is there any way I can fix this? Thank you so much! Pang
CRM and Laser App
Are there any plans for a plug-in or add-on for Laser App? www.laserapp.com www.laserapp.com/partners.htm
Should a potential name be the company name or the deal name?
We write custom software and can write multiple things for a single client. If I have an account for 'Client' and they are interested in having 'Application' developed do I set the potential name to 'Client' or 'Application'? Or something else? A combination of the 2? What do others do?
CRM/Campaign Report Question
Is it possible to produce a report for contacts who has not received a particular campaign?
Products import - Overwrite identification
Hi, we are new user for Zoho CRM, and having over 10,000 products price list to import from different sheets where we receive frequently from different vendors. the standard identification for any item or product is "Item Code". and that is simply an international standard for any type of item from different industries. Zoho CRM recognize the products by "Product Name" and Overwrite the old ones imported earlier when we get new price list updates from vendors. BUT this is simply dont work as there
How to insert/update more than 100 record in Zoho using API in C#
I'm working on Zoho API and able to insert 100 records from by Pervasive Database into Zoho Account and Contact Module. My XML in the Request parameter contains 2000 rows on XML but only able to see 100 records in the Zoho. Please Help Thanks
best way to learn about zoho
Hi, I am currently using the free version for testing purposes. I am using a different product (infusionsoft) for a number of my clients but I am being told that zoho is more cost effective and easy to use. I already notice some features that are nice (ie link to facebook from contacts and photos etc) I am attempting to figure out how to do some of the tasks that I do in other products to see if this is a good fit for my clients. In particular I want to test having a webform on a website offering
Can I change the items listed on the first page to include email, and reorder or delete ( activities, visits or case)?
I'm using the CRM tool with email integration. I go into email often, which is located on the drop down list from the first page. How can I re-configure the items located along the main selection bar to include email and, remove one of the other items listed ( i.e. activities, visits, case etc.) Thanks
Professional Edition versus Free Trial
When I sign up for the Professional Edition Trial, once it expires, can I still use the free version for up to 10 users?
Some of my contacts don't seem on my website via API
Hi, i use CRM API and show my contacts and firms on my website. But some of my contacts don't seem on my website. How can i solve it? Thanks.
Email templates with dynamic canned text
Hello, I was just wondering if the 'dynamic canned text' would work in the email template as it works in the canned messages of Sales IQ web chats. the link is Here Thanks, Belinda
How to insert images?
I would like to insert images i have stored on Zoho documents to my email templates. However, the option is not available, only from desktop or computer. I send emails from multiple computers and would need to be able to access images. I thought the solution would be to store them in Zoho and then add to emails/templates as needed. Any help would be greatly appreciated.
Email Alerts to Registered Users Failing
After failing to get a response from my ticket submission and my email to support, I'm hoping someone on this forum might be able to help: I am trying to recreate a workflow similar to that described in the online documentation. My scenario is as follows: Record Type: Potentials Execute On: Edit (First Time) Rule Criteria: [Stage] is set to “Closed Won” Instant Action: Send alert email to registered (active ZOHO users) that includes details of the win Instant Action: Update [Close Date] field
Where to log meetings?
One of our users made an in-office face-to-face visit with one of his contacts and returned with a good question on how best to log that meeting into the CRM. Under the Quick Actions, we can log a call, event, task, etc., but we can't seem to find anywhere to log a simple meeting.
Print Account Information
I'm trying to print out information for 1 account. When I click on the "more actions" menu and select "print preview" it shows the account information on a scrolling page. When I print, it only shows what is visible along with the scroll bar. Doesn't print the entire contact card. Am I missing something here? I can't use a scroll bar on a piece of paper.
Copying the amount field from potential to an amount field when a deal closes
My client asked me if it would be possible to insert the amount field from the Potential module to a new field on the Accounts module when the deal closes? I am not seeing a way to do that in Workflow. Lanny
Ch\anging accounts into vendors
How do I change an account into a vendor?
Documents Upload to CRM
Hi, I wanted users / my contacts to upload Documents to CrRM and these should be available for my backend team to view when ever there is a call / support ticket from them. I will like Support to Zoho CRM.
I would like all users tossed from the same email address by default
I would like all users to send from the same email address by default when sending an email from Zoho, using the Zoho mail system. But currently it always defaults to the users email address which we do not want to be seen externally.
One Potential stage shows up twice in reporting due to extra space, not sure how to solve
Hello, We use the Zoho CRM Potential module to track jobs, and it's a very important part of what we do for tracking. For some reason, the Stage called "Generator - Appt Set" shows up twice. A second time, it appears an additional space is added. Stages Example below when I export to excel: Completed and Invoiced 24 Completed, need to Invoice 1 Generator - Schedule Inspection 16 Generator - Appt Set 5 Generator - Appt Set 5 Generator - Deliver Generator 3 Generator - Need Pad and Permit 14 Generator
Mass Emailing: Tracking Sent To
Two problems: 1) Your mass email function does not track who emails are sent to (it tracks total sent by day but not a list of who its sent to). 2) In the Mass Email Leads tab where you select the recipients, (i.e. I selected "My Leads") the list is not sorted the same way as if I go to Leads > My Leads Instead, you have to search each record to document who was sent to so that I don't send a duplicate OR leave anyone out. OR am able to update as "Attempted to Contact" Please provide a fix so I
Account to Potential
When importing accounts is it possible to change an account that imported in to a potential?
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