Removed Potentials - need to get them back
So I was cleaning up old potentials off the list and deleting them, I know the account info and contacts do not get deleted but some that I needed to keep were removed and now I need them back. Where is the ability to restore these potentials out of the trash like in MS Office applications?
Using CRM Plus but Phonebridge is not an option
Hello, I am setting up our CRM Plus to work with Google Voice. I know I need to enable PhoneBridge, but PhoneBridge is not an option under settings setup. I am working under my Admin profile. Can someone please help? Thank you, Chuck
Old vs New Forecasts
Hello, I'm a long term user of Zoho forecasts in another company. I have just setup another company and wish to use the same views within forecasts that provided the Best case and Commit values in the forecast view - it seems this is no longer available and is only accessible via reports??? Please advise? Jon
Any plans for custom module photo/logo additions?
I was wondering if Zoho has any plans to implement a photo/logo similar to that of the Accounts section for custom modules. Any thoughts?
Rename a Lead
I don't seem to be able to edit the name section of a Lead. Can you please assist?
Track new prospect/customer q&a
How do I use Zoho to keep track of the answers to a list of questions we ask every new prospect/customer over the phone?
Managing large volume personalized email campaigns
Hi, Is there a way of managing and scheduling large volume personalized email campaigns in CRM? Thanks, Tim
Email template
HI, My client has created customized templates in the CRM but their signature is missing from the templates. Is it possible to integrate them in the template automatically according to the user? If yes how ?
Tracking locations to help appointments
So our office staff get a call from customers to book site visits. Is there away or any ideas on how to compare their address to upcoming appointments to help us choose the best and most effecient day to visit based on close locations?
How do I import/update accounts but not the name?
I'm trying to move thousands of accounts from Salesforce into Zoho, but because the SF file is so massive I have to do it in phases. What I did first was import 2 million accounts with the Name, DUNS (custom unique field), address, owner, and Salesforce Record ID (custom unique field). That all worked, but now I need to add more details, so the Salesforce Record ID is the primary key, so my new report only has that, plus 10 other custom fields. However I can't import it as it says Account Name
Zoho CRM for charters
Hello, could you please tell me if Zoho CRM could be suitable for running yacht charter business? We need contacts/accounts management and also the possibility to plan boat reservations ? Thank you
events and google sync
So after seeking advice we are experimenting with multipe users and google sync to make our diary clearer. The problem at the moment is that only one user and we set up one way google sync crm to google and the results are that not all events are shown in google. i cannot see a logical reason at present. I have shown some images to explain better.
Second Gmail Account
Hi, I am using ZoHo and evaluating long term use but struggeling with the Email Sync. I can only connect one e-mail address to Zoho using G-Mail IMAP but would require to synchronise more inboxes, next to my personal email adress I also need to fetch generic email addresses like sales@.... How can I set up more Gmail accounts to be synchronized to ZoHo CRM?
Disable certain Related Lists in Setup?
How can we disable certain related lists from setup? For example, we do not need Products, Quotes, Account opening docs lists in the Contacts module. I'm unable to remove this in setup. Your help is appreciated. Thanks, Saranya
Can I upgrade one acount standard version for my organization
Can I upgrade for only acount to standard version to manage the other free version ? I think it is possible because the Very small sale team in my organization !
Possible to have One Shared Calendar within Zoho... e.g.: To book a meeting room?
Is it possible to have a shared calendar within Zoho without adding another user? Scenario Different users want to book a meeting room. They currently can only add to their own calendars. It makes sense to have one shared calendar so users can book the room and not have two meetings booked at same time. I'm aware that this can be done with gApps which is the workflow we use. It would be great if this is possible within Zoho as we could then push link the potential and pull in all the details automatically.
Zoho webforms no logo
We are trying to style our webforms and we get Zoho logo on our site and the statement "Zoho does not endorse the contents of this form". How do we remove that? How can we style the forms our self!?
Edited Standard view modules not appearing in Mobile App
Hi, I have edited the Standard module of Opportunity, but the changes are not appearing in the mobile app. Also, I edited the Lead module, standard, yesterday and these changes are not appearing either, so it's not a time delay in updating. Please help Thanks, Nicole
timestamp for lead status change
Dear all, is it possible to view the date (a timestamp) when a lead status changed? Thanks in advance. Best, Alberto
It seems impossible to include Account Name in a report with Contacts and Campaigns!
I have setup a campaign in Zoho CRM and added contacts to it, that we will target. After modifying a field against each contact in the campaign, I now want to create a report to show Account Name, Contact details and status of the campaign field. But Zoho will only let me create a report with Account and Contacts or Campaigns and Contacts but not Accounts, Contacts and Campaign fields. How do I create a report that includes the Account Name as well as Contacts details in a Campaign Report??? Best
Report using the Ipad App?
I am using the Zoho App on my Ipad. Is there a way to pull reports in the App? I'd like to see a list of who all I have sent emails to.
User cannot see emails
My boss has had an ongoing issue for several years now where he cannot view other users emails sent from CRM. He is set up as a Sales Manager and an Administrator. His settings appear to be correct: Zoho Mail: Add On Activated Incoming server: imap.gmail.com Port 993 TLS ticked Outgoing server: smtp.gmail.com Port 465 TLS ticked However if I try to enter his email password in outgoing settings we get "SERVER DISCONNECT' pop up on the screen. I have spoken to many people at Zoho about this in
Please better scheduling
My usual request. As a service company with engineers on the road the office staff organise the appointments. It would be so great if the calendar was colour coded to make appointment type easier. Yes I know that we keep asking and the stock response is no plan and to use multiple accounts for different people. Does anybody have a better plan to aid appointment scheduling.
Scheduling Prospect Calls - Daily Call List?
Hello, I've searched the help section and forum and can't seem to find the answer. How do you schedule multiple prospecting calls and have them show up on a report (tomorrow's calls, this weeks calls, etc.)? I've added a new task under the lead but it doesn't show up as a call when I look at the report. I've change the report view to "tomorrow" but the call isn't listed. In the end I want to view a daily list of prospecting calls. Thanks! Lyle
AWFUL TECH SUPPORT!!!!!!!!!
I am having issues with the potentials module and field "stage" record not displaying the correct value, it is instead displaying a random number..... ie - 179798000028876089 etc. I contacted live chat who after explaining over and over iv tested to confirm its not a browser or user issue gave me a screen share. Nevin then tried to fix the issue by testing the issues on many different records within the live CRM!!!! all now with stage values that are not linked to any view and could be lost....
Administrator acount standard version and remaining free version
My organization is small, 5 sale and I'm a manager. I want upgrade my acount to standard version to make report and using Maine more feature But my sale is not necessary . So upgrade only my acount is possible ? And my sale still login and using free version! I think it is possible because Zoho CRM flexible for every business model
Contact Module - Simple Name Search made a complex clumsy time waster
Who agrees with me that one of the main things that people want to do in the contacts module is search for someone? And that a 'someone' is a person (a human being) And that a person has a first and last name. So would it come as no surprise that perhaps one of the most common used feature is to search by first and last name????? So if I want to search for one of my contacts called John Citizen Previously I would just search "John C" in the contact name filter that was on top and it would display.
Add link to emails that are in timeline view
Suggest adding links to an email that is shown in the timeline view for a Contact or Lead. This would be helpful to quickly access the email to see its content. A second suggestion would be to have a preview window open when hovering over an item that is shown in the timeline view. The preview window could be clicked to open the record if desired.
How to display "Title" for a Contact on the Account Page?
Is it possible to add the "Title" of a contact in the highlighted area in the following screenshot?
Sync Calendar Mac app calendar
Hi, Does anyone know how to sync zoho calendar with the mac app Calendar? when i add my zoho account to my Mac, the option to sync calendar is not available.
Potential ID and contact ID in one report in zoho crm
Hi! I need to export a custom report from zoho crm, which contains both Potential ID and contact ID. Now when creating new report if I choose Contacts in the first step "Select Module" and then Potentials as a related module, I get only contact id. If I choose Potentials and then Contacts as a Related module, I get only potential id. Is there any way to get both both Potential ID and contact ID in one report? Or maybe any other way to export the relation between potential and contact id? Thank you
Phone integration
When I use the old version of Zoho, I can click on the phone number in the lead field and connect to Ringcentral, which is my VOIP provider. If I'm not connected, a pop-up will will appear where I can log into. In the new version of Zoho CRM, a pop-up appears and tells me to connect to Ringcentral, but doesn't allow me to log in. I guess I'm going to continue to use the old version.
Send Email - Scheduled at
I noticed this new feature. See image below. Where can we learn about it? Link please. How do we change the time, date, etc?
Best time to Contact?
What is this (showing on top of Contacts records) & why does Zoho keeps rolling out new functionalities without prior notification & admin control?
Multiple value picklist field in contacts
Is there a field in Contacts where I can provide a picklist but multiple values can be offered and recorded?
Notes added from within task do not show in timeline.
Suggest adding capability so that notes that are added from within a task are added to the timeline. If this is available, please share how this functionality works.
Enabling Zoho CRM API Access
Hello, Our Zapier account can no longer connect to Zoho CRM with an API Auth code. I notice that the "Zoho CRM API Access" toggle on both our admin and standard profiles are disabled and it says it cannot be modified for this profile. Can you please enable this on my accounts or let me know how to do it myself? Thanks!
email Managing directors within specific accounts
I have a group of accounts where I would like to send an email to each of their managing Directors. I can identify the group of accounts, I can identify the Managing Directors within contacts. cannot see how I can identify contacts (MD'S) within the accounts to email
CRM & People - Tasks Integration?
Hello, We are trying to automate our sales order process. We are a service supplier - and our customers require our engineer to visit once they have placed an order. At the moment: Leads are converted in CRM, a task is automatically created and assigned to our engineer who picks it up using the CRM app. This is ok, but it lacks the ability to collect valuable data to help us improve efficiency, such as time spent on each job. We would like: More insight into the engineer's day: Tracking time for
Mirror a field from Accounts within a Contact
Hi all, We use a custom field to show the stage of every Accounts. Now, we'd like to show this field additionally within Contacts. However, it needs to be "dynamic". So, when the value of the field changes within the Account, it also needs to change for all contacts related to that account. How is this possible? Thx & Greetings
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