CRM 2016 Suggestion - Uploading a File
When uploading a file, the dotted box with the words 'Attach' in the middle looks as if you can drag and drop your file into the area. See image below. For this type of box, basic web usability states you can drag your file here that you want to upload. Doing so crashes CRM 2016. If this is suppose to be a button, then please make it look like a button. If you are supposed to be able to drag and drop, then it is not working.
How do I link an Events place to a contact (and it's already saved adress)
Hi, I am very new to zoho and I have a database of quite a few contacts with saved adresses. If I know start an Event, I would like the "Lovation" to be like "at XY", so that I dont need to find out what the correct adress of the contact is and then tiping it into the field for Location... Is that possible somehow? I already managed to press "relate to - contact", but that does not solve the problem because the field for Location stays empty... My goal in the end is that my iOS Calendar tells me
How to create task based on custom list view?
Ive created a custom list view, based on a custom field (Networking group: JVs, potential clients etc.) - when I go to create a task, there is no option to find this custom field. My goal is create a reminder / task to contact at specific intervals, for example, "potential clients" every 7 days. How do I do this?
Zoho CRM Speed
Hello, It was brought to my attention by several customers in Western Europe (Brussels / Amsterdam) that the Zoho CRM Services significantly slow down in the afternoon (local time). I have personally felt this through the total disfunction of some items in CRM at some times. This situation may lead to unhappy users. Is there a reason why this happens and more specific in this particular frame of local afternoon? Thanks for a speedy insight! Best regards, Karl
Status - customized options?
Hi, I have a problem. I just changed some of the ´options´ for giving a status for a ticket. I set up myself some new opportunities, but when I click the field ´status´ for a new ticket I can only see 3 of the 6 options??? No matter what I do I can´t seem to scroll down to the other options..so what to do? Thank you. Regards, / Kim
Automating invitation responses with Zoho CRM Campaign?
Hi, We use the Campaign module in Zoho CRM (rather than the mass mailing campaigns.zoho.com tool) for our event management. When we send out invitations I would like to include a link or button where they can accept or decline the invitation which then automatically updates the member status. Ideally it would also add the event to their calendar. We currently mail-merge the invite from Outlook but completely open to other mail out tools if it helps with the solutions (we have a subscription to campaigns.zoho.com
Custom Fields in Mail Merge
Hi, I created a custom Module with different custom fields that I have related it to the Potentials Module. When trying to create a template for the Potentials module in Mail Merge, I can't find the custom fields that I have created. I even added a Product to the Potential, and also can't add any fields from the Product in the template. Is there something I am missing? Is there a way to connect any Custom Module or Field directly to the Potentials Module and then use that information in Mail Merge?
Contracts management
We need a way to keep track of CONTRACT details... Contract Type Contract Number Start Date Original Term End Date Renewal type...Auto/None Renewal End Date I noted in a response from 2009 that this was to be part of the 3Q2009 release. Is it coming??????
Short cut to return to specific page of tasks?
Dear Zoho, Is there any way that if I close a task, I can return back to the previous page of tasks I was on. For example, I have 3 pages of tasks. If I select a task from page 2 and close it, is there a shortcut to return to page 2 rather than the first page again? Regards, Lewis
Associate Emails with Purchase Orders
With Purchase Orders at the bottom it says "Emails". This is by default set to "No Records Found". How can I associate my corresponding emails with it? I can't find the option anywhere in the purchase order itself, nor in my email in CRM.
Capturing product sales history
This sounds like a really basic question, but I cannot find how to capture which products a customer has purchased onto the customer record.. Which module might help with this? Is there a way to link with a woocommerce shop and auto-update?
App and multiple users
Hi run a small company and we rely on Zoho CRM. At the moment the staff get paper job sheets but we are thinking of giving them the app. I have been using it for over a year and it works well. One big question can it show mutiple users events rather than just that user. Really important as we do not always have staff in the office and the apps ability to cache content makes it workable even in a poor 3G area.
Importing contacts linked to accounts
We have imported accounts to a new zoho instance from quickbooks. We want to import a list of contacts and have them linked to the accounts, the account id is correct to correlate with the accounts info. We import and map the fields but the account field in contacts will not populate.
CRM | Accounts Migration
To whom it May concern, Our zohocrm accounts are associated with google apps accounts, we are about to migrate our email system to office365. We would need to know if the change, can cause some problem with the crm. Example, Unable to login or Changing the system changes the unique identifier of the account. When I log in i will lose the configuration of the account. Sincerely, Bruno
Cannot use macro to update multiselect field!? Really!?
Are macros unable to update multiselect fields? I am trying to configure new macros for my leads and contacts that will update a custom multiselect field I have created. The field does not appear on the list of fields available to configure. Am I missing something or are macros not able to update these fields? Thanks Michael
New Zoho look not as nice as old
With the old version of zoho the fields were a distinct different color to stand out. Now the screen is all white. Is there a way to customize the fields to have a color?
Validation Rule or Formula Field Query - Please Help
Hi There, I'm trying to setup an appointment record whereby if the business user return the value as end date before the start date; the form should throw an error as ""The End date must be greater than the Start date"; can anyone from the community help in fixing this issues. Thank you. Manoj Nair
List of fixes and improvements to CRM
Last summer Zoho launched a major upgrade to it's CRM, and since that time I get an occasional refresh notice. These notify me that fixes and improvement have come into effect, BUT Zoho does not provide information on the details of what they are. I do not have time to search through the CRM to identify these changes, as Zoho suggests. To me, this makes no sense! It would be very helpful if Zoho provided a list of fixes and improvements with each "upgrade". I can also see several reasons as to why
Account View Settings
Hello, I have a question in regards to creating views in Zoho CRM: Now that I have all of the accounts and account owners imported into Zoho, I'd like to set it up so that when account owners login to Zoho, they will only be able to see their own accounts, and not everyone elses'. How can I go about setting this up?
Notifications not being sent
Until today notifications have worked right away. If i enter a ticket into the system it works great notifies me and everything is good. however, our calling service Answerforce when they enter a ticket it no longer notifies me. could you help with this problem? The last ticket in question is #1615 but it seems to be with all tickets put in from Answerforce. Thanks, Jay Black
Creator mystery
Strange problem. We have a creator form with a basic lookup to zohocrm. It looks up a product and then displays the name in the creator form. Lately when we do this it shows the product look up but then shows the product code in the field. I am at a loss to figure thsi out. It has worked lovely for a couple of years. Do not think we made any changes.
Add string values to a lead layout
I'm working on a layout for call center agents that needs to have text prompts for the agent so use during the call. This will use lead data so the module and layout are easy enough however I'm not seeing the field type I need. I need to insert text labels, that is fields that are only for displaying text that don't take any input and use record data from the existing record. For example, a text label that says "Hello ${Leads.FirstName Leads.LastName}..." This seems like a simple enough process
Creating a link to a field
I have a form that has a lot of fields. Is it possible to create a link that would jump to a particular field? Thanks
Error saving custom field on Account Record
I have a custom field on an Account record. For one record in particular, when I try to save the record, I get the browser javascript "error:null" pop=up message (see attachment). I can edit other fields on the records AND I can edit this customer field on other Account records. Just have an issue with this certain field on this one record.
User profile pictures do not update from Desktop to Phone
Hi. First time user on this forum. We recently have purchased Zoho for our company. One of our users noticed that he can add and change his picture on the Web interface but it doesn't get updated on the iPhone App. Everything else, notes, contacts etc etc are immediate but there seems to be an issue with getting profile changes to migrate to the phone. Any ideas?
no one answering the phone or live chat or responding to emails
hi i am trying to connect to zoho but no reply, i have tried calling your UK tel number emailing support and presales forum post live chat left voicemail for the account manager I am disappointed by this experience thus far! Would it be better to take our business elsewhere seeing as we are a NEW customer, if so what are the other options?
Deleting a Task without first completing it
Is it possible to delete a Task without first Completing it on the web client? I see how to do so on mobile, but don't see an option on the web. Thanks David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Seeing if a report is not in a folder
Is there a way to see a list of reports and which, if any, corresponding folder they are in? I am trying to isolate reports I haven't assigned a folder to, and it is tedious to check each one individually. Thanks
Secondary Sort - why on mobile and not on Web?
I find secondary sort very helpful on the mobile apps, but it doesn't seem to be doable on the web. Is this true and if so, any plans to add such a capability soon? Thanks David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Recurring Tasks
I looked up how to set recurring tasks and the help section indicates that there is a Recurring Activity checkbox. However, I don't see such a checkbox. Is this still a feature of Zoho CRM, and if so, why do you think it is not showing up in my dialog box? See screenshot. Thanks David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Creating more screen space in Activities
Once a Filter has been set on the Activities Tab, is there a way to hide the Filter Activities By column to create more viewable screen space? David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Activity Report showing deleted tasks
I just created a report to show Activities of my Accounts, but discovered that previously deleted Activities are showing up in the report. In fact, when I click on them in the report, I get the following error: This action cannot be performed. The record you are trying to access has been deleted. To restore access, remove the record from the Recycle Bin. How can I exclude such deleted items from a report? Shouldn't they be excluded by default? Also, how can I filter a report to exclude Closed Activities
Client View filter by Product Purchase
Hi, I will like to offer a new product to clients who purchase both products x and y in the past. What will be the best way to create a view in order to filter these clients and start calling them?
CRM contact verification
Greetings I would like to create a function within CRM that allows my contacts to update the details I have entered. i.e. to verify and correct those details. I have created a webform within zoho and have it visible on my website (wordpress) and a landing page but I don't know how to create the code so that when I email the contacts with a link to the form, they see their existing contact details and when they make changes and click save the CRM data is updated and stamped that the contact has verified
Not able to import deal amount
Hi, Everything seems to be working fine for importing deals except for the deal amount, which is always blank despite the excel file having a value -- please see attachment
Associate Deals with Contact
We provide products (deals) from various providers (accounts) to various contacts. not all deals are of interest to all contacts I want to assign contacts to deals. how is this possible?
Heads Up; IMAP and CRM 2016
Heads Up; CRM 2016 is great and will get better Regarding email; I have CRM Pro and was having pre CRM 2016 duplication problems when I used POP3 for my emails. Despite support, no solution was identified. 2016 Pro allows IMAP use, since it is now out of beta. I also hear that the CRM developers are actively working on a CRM tab for IMAP email for the Pro version. My sense is that this will group emails together and enable sorting etc. Hopefully, this information will save other folk from hours of
Webform submission is not generating info or sending email
I embedded the code into my site. I tried numerous times from different computers to enter info into the form and I am not receiving the information as a lead or receiving an email on the email address I am inputting. I'm not sure what else I need to do.
Change Lead/Contact created date and user who created it
Hi We have one person updating our customers database, importing prospects and clients. We would like to change the Created Date in Zoho to the date of the actual first contact we had with our Lead/Customer, ranging from weeks, months and even years ago. Also, we would like to change not only the OWNER of the contacts we wold like to change the CREATOR of them to reflect the actual OWNER. I tried doing so from Zoho Sheet as an administrator but these changes did not applied
Sort emails based on a deal/potential/opportunity criteria in addition to sender/recipient
Hello everyone, As a partner, one of the most requested feature among others is to relate the emails to a specific deal/potential when having different deal going on with the same customer. The use case is very simple to understand. AS IS As of now the email gets related based on sender/recipeint mail address of the record for every module inside the CRM. NEED But think when big companies for different reason have multiple deals with the same customer, such as selling multiple service/product/project
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