Cannot Get Correct Territory Assigned
Hi. We had a new sales rep start who took over from somebody who left. I reassigned all of the Accounts, Contacts, etc. from the old rep to the new rep. I also set up his territory. Our territory hierarchy is Country (top most) ==> Region ==> Rep In this specific case the hierarchy is North America ==> East ==>017 - John Smith The rule is set up as follows: 017 - John Smith Account Owner is John Smith I then went to Assign Territories, selected "My Own Criteria" then Account Owner = John Smith Instead
Field Limitations drive me crazy
I am trying to design a great system for us to use and i am constantly having to redesign because of hitting field limitations / layout rule limitations surely these could be a bit more generous i am paying $300 a month for the system and hitting these barriers i do do find frustrating in what is otherwise a really useful and excellent system Kevin
Lookup Fields
Is anyone else having trouble with lookup fields today? When I'm in Lead edit mode, when I click on a lookup field that was working fine a couple of hours ago, is no longer working. It doesn't launch the popup - just the red bar at the top cycling. I've already sent a ticket to support but who knows how long that will take.
Pre qualified Leads
Hallo all, I am new in this Forum and looking for help from you. I made some regional leads and potential reports. My reports are working with city and zip code but not per state. After i research a lot about that i found, most of my prequalified leads states are not showing in the reports. If you know how to solve this problem, please answer me. Thanks in advance. Fahad
Migrate Microsoft Business Contact Manager to Zoho CRM
I have 4000 business contacts and 270000 items of History for these contacts. How would I import the data from MS Business Contact Manager to Zoho CRM? I have tried the csv however I am missing ID numbers for the accounts and the notes. What do I do to import them?
Linking existing fields to othe modules
Hi, I have a reason to link the birthdate field in Contact to a Date of Birth field in Leads... how do I do this? Can it be done after the fact? I am sure it can. Thanks, Brad
Moving accounts from Lead to Contacts
I've incorrectly added people as Leads. How can I move them into Contacts? Thanks
Adding notes - have to click twice before I can start typing
I was wondering if anyone else in the forum is encountering this issue. Whenever I want to add notes in any module, I need to click on the text area box twice before the cursor would focus on it. For example, when I click on it the first time, I get this: The cursor is not focused in the "add a note" textbox and I can't type anything. I have to click on it a second time before it can get focus: Is this normal and why is this not a bug?
Seting date in Blueprint
I want a transition to be able to set a specific date. For example if a lead says to call on a specific date or call me back in October. Am I missing something when creating a task?
Choose a mass email contact
I'm working on a mass email to send out to our contacts and i'm wondering if there is s shortcut to select all contacts [3800]? The way it works now is that i can only select them per page [max 100] and that gets a little time consuming to go and click through 38 pages.
Edit Fields that are shown on Lead Creation Page
I would like to limit the amount of fields that are shown after hitting 'Create Lead'. Essentially, I want our sales staff to only visually show the REQUIRED fields needed on the 'lead creation page. To add additional information they need to create the lead and from that page edit the fields. Screenshot shows the 'create lead' screen shot that I am looking to edit.
Problemas envio e recebimeneto de email
Bm dia Não estou recebendo email já fazem dois dias. Começou quando enviava email e vinha de volta uma mensagem em inglês, que pelo que consgultei, dizia ser automatica só dizendo que foi enviado o email, e que se repitiria por 4 dias essa mensagem. Desde que isso começou não recebo email e os que envio as pessoas não recebem
Zoho CRM
Hi! We are Events Management company and have almost setted up CRM. We need help in the final touches for Reports and Dashboards and bit of some data.We need someone to start asap and work next 2 days on it and hopefully deliver to us by Monday. Best regards Harmeet Dubey My email is - harmeet.dubey@coriniumintel.com M.no -0044-7984907920
SalesInbox Meeting Requests
When receiving a meeting request, the meeting request info is not shown when reading the email. There is the little icon showing it is a meeting request but no info as far as date/time/attendees, etc...
Horrible Customer Service
Just experienced the worst customer service by Zoho CRM ever. Do not seem to care. Pretty much say, nothing we can do. Good bye zoho, been customer for 5 years and i am going elsewhere unless some oen management contacts me and resovles my issue
Dividing leads
I am currently redesigning the Zoho CRM for the company I work in. I want to create two separate modules for two different types of leads, given that we have two different business lines. Unfortunately when I create a new module and simply put the name of the type of lead, many of the lead functionalities are missing. Is there a way for me to efficiently split leads into two modules, and be able to convert both from leads to accounts?
Zoho CRM | Inventory Templates (Quote, Sales Order, Purchase Order, Invoice)
If you are looking for beautiful templates for Quote, Sales Order, Invoice or Purchase Order in Zoho CRM with Header, Footer and Page Number in each page: you are in the right place. You can choose from our library of templates (and change Logo and Color) OR decide to build a 100% custom-made template! Browse our library of templates here. Thanks & Best Regards, Arnab Bandyopadhyay GoldenLion Consulting Services Private Limited Email: arnab@glionconsulting.com | Website: www.glionconsulting.com ZOHO
Zoho CRM Inventory Templates | Premium Templates Added
Friends, We just added "Premium Templates" in our library of Zoho CRM Inventory Templates. Have a look at the templates here https://www.awesomeinventorytemplates.com/ Have a great day ahead!
Report and Graphs
Can anyone out there please help me genrated a report showing aged potentials(deals) showing oldest in age to current and graphing this? I have tried numerous times and cant get exactly what I need. Thanks in advance, Best Regards, Chris
Creating Auto Emails
Hi there, I have a couple questions about auto generating emails with Zoho. First I would like to creat a workflow rule that when a deal or opportunity is close and won an email is auto sent out after a set period of time. I see how I can creat a task after a period of time, but not how to send out an auto email. Is this possible? Second, I would like to send out Auto emails around birthdays or client annaversary dates? Is this possible? Thanks so much in advance, Brad
Zoho mail merge and Office 365 spam filters
The Office 365 spam filter automatically quarantines bulk emails by default, ie. any that come from using the Zoho mail merge templates that send via mailer.zohocrm.com, even if just sent to 2 people. I'm noticing when you send to one person, the From address is yourself. But send to 2 or more and it's sent via the mailer, which then gets quarantined. Just curious how others deal with this? It'd be nice if we could somehow circumvent the mailer.
Email template width
I'm trying to create an email template with not layout, but even when I select the blank template, I get pre defined borders etc. How can I create a template that is without any layout/borders etc? Thanks!
Exchange rate fixed
Hello! Is possible to keep fixed the exchange rate at the conversion from quote to sales order? Thanks, Regards!
Can someone help with email intergration - loosig the will to live!!
Hi Guys I am finding Zoho a pretty good CRM after testing numerous different ones. However, I am getting so frustraed with the email sycronisation. I have synced my zoho with Gmail so that emails appear. But this is not really working for me since if I delete the email from Gmail it also deletes from my CRM. I don't see the point in saving emails in both places. I would like my crm to help free space in my inbox but this is not working. How do other people manage their emails? Do you only use Zoho
rôles des contacts
Bonjour, Est il possible d'interroger les rôles des contacts dans un rapport ? Merci pour vos réponses
General information changing on both company and contact level
Dear all, We want to optimize our database of leads and contacts! Sending a postal mailing, some of the letters returned to sender. I want to update the address in ZOHO. I thought it would be easy to change the general information like address, postal code, general phone number on company level. Unfortunately these changes were not made on contact-level. Could someone tell me how the these changes automatically will be made on both the company and contact level? Many thanks
ACCOUNT BEING DISABLED
Heello :) i have an issue regarding my account it keeps saying its disabled when i try to log into CRM. When i check my inbox ( MAIL ) IT logs me out after 3 seconds and it keeps saying network server connection PROBLEM , but my WIFI is working just fine . PLease help. thank u
Is it possible to create line items in Email Templates?
Hi, I want to be able to list line items for Products in Sales Order but I can't figure out if this is even possible. Is it, and if yes can I possibly get an example? Thanks. Scott B.
Take a tip from the Zoho Creator Forum and Development team
Like many others, I am frustrated with the secrecy and lack of information regarding eh Zoho CRM development priorities and time lines. I was reviewing something on the Zoho Creator forum to see if I could create my own app to fix some of the issues we have with Zoho CRM and I found a VERY useful idea over there. It is one that I think the Zoho CRM Support and Development team should implement. The Creator Group has instituted a regular (or semi-regular) policy of actively soliciting input for application
Zoho CRM Modules vs Zoho Creator
Hello! I am new to Zoho and I have a couple of questions... I have two modules that have a parent child relationship (Contract...parent and Detail...child). While I can make two modules in Zoho CRM, I do not believe that I can create a screen where the Contract is the primary and the Detail is shown in a subform...correct? If this is the case, this means that I have to create an app with Creator. If I do this, is there any documentation that shows how I can access Zoho CRM data from a Creator app?
Zoho CRM Modules vs Zoho Creator
Hello! I am new to Zoho and I have a couple of questions... I have two modules that have a parent child relationship (Contract...parent and Detail...child). While I can make two modules in Zoho CRM, I do not believe that I can create a screen where the Contract is the primary and the Detail is shown in a subform...correct? If this is the case, this means that I have to create an app with Creator. If I do this, is there any documentation that shows how I can access Zoho CRM data from a Creator app?
Email Tracking
Hi, I "send email" through the CRM contact, but I'm not getting the right results I should be on reports. I know the emails were opened because I received responses back. Any one no reason why they are not registering opens, clicks etc.
Clarifications on User Setting Module Customization
Hi Team, Need some clarifications on the User Setting Module. I have an organisation chart which I have attached herewith. This chart will be incorporated within Zoho CRM as part of the implementation. Based on the role hierarchy, specific records should be accessible by the users. Here the below users has to be created, Manager Sales Team Head Sales Rep 1 Sales Rep 2 Sales Rep 3 Development Team Head Developer 1 Developer 2 Developer 3 The below access permissions has to be provided for the user
ZohoCRM SECURITY LOOP HOLES - GOING UNANSWERED.
NEARLY 2 WEEKS WHEN THIS SECURITY ISSUE WAS FIRST LOGGED WITH CRM SUPPORT. ALL WE GOT WAS: - FALSE PROMISES. - NO TIMELY RESPONSE - IGNORED Here's a link to the forum which also has ticket number. https://help.zoho.com/portal/en/community/topic/security-loophole-zohocrm-outlook-plugin-contacts-syncs
Event Layout - multi layouts?
It is possible to have multiple contact layouts, however, I'm unable to find out how to create multiple event layouts. Please can someone point me in the right direction? Many thanks.
Zoho Support - Published Response Time
We are an enterprise client using Zoho CRM Plus. Support from Zoho is random at best. What is your published response time? Sometimes I hear back in 24 hours, more often it is many days, with many emails.
Account check ins
How can I create a report that lists accounts that have NOT had a check in the last 30 days? If an account has had a check in the last 30 days, I can create a report that lists it (check ins with a from value less than 30 days ago). This does not fit the criteria since I am looking for a list of accounts that have NOT had a check in in the last 30 days. If an account has two check ins, one more than 30 days old and one less than 30 days old, I can create a report that shows the older check in
Option not available for reating Custom Fields at the Lead level, to also create those Fields for Accounts/Contacts/Potentials.
" You are given the option, when creating Custom Fields at the Lead level, to also create those Fields for Accounts/Contacts/Potentials. " Where this option comes, no option is coming when creating a field under new layout. Please elaborate.
Recovering a deleted inventory template
Hi All, Is there anyway you can recover a deleted template ? I inadvertently deleted the template we are meant to be using. Appreciate any help Kind Regards MattP
Data Migration Tool using Skip option
I am new to Zoho and am about to import more than 160,000 contacts and accounts. I want to use the Data Migration tool because of the size of the file. However, I do not see the Skip option using the DM tool versus using the standard import. I tried a small sample with the DM tool and it leaves me with duplicate accounts. Do not want that. Also, once the accounts are in and I bring in the contacts using the DM tool, will the contacts be attached to their accounts, as they would in a manual import?
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