When I add a Notes in "Cases", it doesn't show up under Contacts
When I add a note under "Cases", it's not showing up under "Contact". If I add a note to "Deal", that note would show up under "Contact". I want the same thing to happen with my notes from Cases.
"visit" tab in CRM : no possibility to see the contact in list mode
Hello, in CRM (when salesIq is activated) the VISIT tab do not allow to pickup "contact" in order to see it in list mode... it should be very helpful and easy to add it as we can see it in "form" mode. thanks nono
Anyway to make "Subject" field non-mandatory?
Hi, I love ZOHO CRM! Keep up the great work! Is there any way to make the Subject field in (say Sales Order, Event etc) non-mandatory? I do not understand th logic behind it. It's not a unique field. If it isn't a unique field, it is possible that after some time you'll end up with multiple records having the same Subject. In any case, why should a Subject be a mandatory field in a Sales Order or Invoice etc.? I have tried to turn this off but I can't. Am I missing something? Thanks, Kenneth
Keep getting logged out from zoho crm
I keep, randomly getting logged out from zoho crm. I will be working in the crm and then go to a different window and go back to the crm and i will get logged out. I tried clearing my cache and cookies but it hasnt fixed the problem.
Unable to access Standard Lead Layout
Hello, I was in the process of creating a new lead layout and working with the standard layout. I somehow managed to remove Administrator access to the Standard layout and have no way to access it anymore. When I attempt to create a new lead layout, I get the error message, "Unable to Process Request". Any thoughts on how to restore access the standard layout?
Layout of fields when creating a task within an Account
When a Task is created when not in an Account, all the fields are shown (including Contact, Repeat, etc). However, when I try to add a Task from within an Account, the entry form is split into two pages. Is there a way to adjust this so that all the fields are shown on one page, or at least that I can show my preferred fields on the first page of the in put screen? Thanks
Dúvida sobre a nova versão - ZORO --- Doubt about the new version - ZORO
Bom Dia Tudo bem? Gostaria de saber se na version Nova do ZORO NÃO TEMOS uma Opção de visualizar Nossas contatos e Empresas em excel online? Por Que a Versão Antiga TEMOS ESSA Opção e Facilita Muito meu Trabalho e Acredito Que de MUITOS. Me refiro da Opção Abaixo; Caso Quiser me responder por e-mail operacional@assespro-sp.org.br Bom Dia está tudo bem
Eu gostaria de saber se na nova versão de ZORO NÃO TEMOS uma opção de exibição nossas empresas e empresas em excel online?
Por que uma versão
Custom Domain feature in CRM
Custom Domain feature in CRM
When I add a Notes in "Cases", it doesn't show up under Contacts
If I add a note under "Deals", the note shows up in Contacts. But if I add a note under "Cases", it does not show up. Is there a setting I can configure to make this happen? I want to be able to take notes in Cases and see them under Contacts (without digging into cases).
Monitoring Salesman's calendar/calls
We are thinking about Zoho CRM, but I can not locate an answer to this question? If I implement national territory management, I want to have the ability to view all salesmen's calendar to see the calls they are making, when that are, and the outcome. Is there an easy way to do this? We are interested in doing this as a way to monitor performance vs. sales....?
Flexible Product Templates
Hey all, I'm actually working on a solution to capture our different products in the products module. A big problem is that we have different product groups with different product details. I'm thinking of the following steps to add a new product: 1. choose the product group (drop dowm selection in the section "general") 2. the individal product fields of the chosen product group are now shown in the template 3. fill the fields with the product information 4. save Is it possible to realize that with
Creating Custom Contacts List
As background, I'm looking to send a direct mail piece to a hand full of contacts. How do I search, select and create custom contacts list?
Overdue Task reminders
Hello, Need some advice.. In order to make sure tasks are not getting consistently missed, we need to have efficient reminders in place. I understand that you will get a reminder when a task is due, but I do not see reminders each day after. I thought about creating a Scheduled report that sends individual users a daily report of their overdue tasks. Would you recommend any other methods to ensure overdue tasks do not go unnoticed or should I proceed with this method? Thank you, Trevor
Reording links
I just started using the custom links ability, and love it. However, now that I have created a few, would like to be able to reorder how they are displayed. Is this possible? If not, please add such an ability. Thank you
What is an "upcoming action" in the Timeline?
I can't ever seem to get it to show an action, even when future tasks are scheduled, so please clarify what should be displayed. Thanks
Deleting a note from mobile app
Is it possible to delete a note from the mobile app? I see the ability to edit a note, but doesn't seem to be a delete option, which would be very helpful. Please advise. Thanks
Automation-Workflow
1.For Schedule action where do we finds upcoming actions?? 2. On zoho crm help document the following things are mentioned : You can schedule the actions to be triggered based on the Rule Trigger Date, record Created Time, record Modified Time as well as other time or date fields in the module. You can see the list of scheduled actions for individual records under "Upcoming Actions". But we do not find the same thing for schedule action???? how it is possible to find all those details?
Looks like there is something not quite correct with the address copy function in "Contacts".
Hello, I completed a "Lead" view and converted it to a "Contact" and "Account". In "Account", I tried to copy the Billing details to the Shipping details. It kind of worked but not completely! The first two lines do not copy across and the drop-down box is persistent and floats over the page view subsequently. Please see the attachment of an example of the problem. Am I doing something wrong? Regards, Jenny
Reactivate users
Dear Reactive two users, they received an email confirming, they are active. But without the link to enter Zoho CRM What do I have to do so they can enter? I'll look forward for your answer Greetings,
Updating a counter - help automating this
When a field in our custom module Patients is updated with a certain value, I need a separate field (a counter) increased by 1. I haven't automated this yet. I figure this is fairly easy to do. Can someone walk me through it?
Is there a way to add a collaborator to a contact or deal in the CRM?
Hello, In our office we often help one another out and collaborate on deals. In our current CRM there is a feature to add a collaborator or collaborators to the contact or deal records. Does this feature exist in Zoho CRM? If not, are there any plans to release this feature in the future?
Displaying field data in different font than the field name
I have some modules with quite a few fields, including some multi line field types and am noticing that it is not always easy to distinguish the field data from the field name since the font size, color and type for the data is the same as the field name. This is especially noticeable when the field is a mutiline field and the data is shown direclty below the field name. Is there a way to have the field data show up in a different font - perhaps in bold, or a different color or size? It may sound
CRM with Campaigns
Is there a way to add the Mail List or Lists for Leads or Contacts in the CRM when creating the Lead or Contact? This would save alot of duplicate information and also allow us to sync the contact much easier. Thanks Darren
Set User Permissions
Is there any way to set user permissions as follows 1) Allow specific users to duplicate reports but can't edit them 2) Allow specific users to access only those leads, accounts and contacts to which they are assigned Thanks
Contact information displayed under Account details
Hi When a contact is displayed on the main profile of an account it displays their name,email and phone number. I want to display their department/role in this area to allow quick identification of the correct person to contact under the account. I can customise the contact's 'business card details' to include this but it is not transferred through to display under the account. How can i customise this view on the account view? Cat
Problemas para configurar crm
Hola buenos días, espero puedan ayudarme, tengo un formulario de crm que cuando lo incrusto en mi pagina a través de un iframe funciona bien pero no puedo extraer los datos para colocarlos en mi base de datos asi que, lo coloco directamente en mi pagina pero entonces no envía el correo. Estaré atenta a su respuesta Muchas Gracias.
REACTIVATED USERS CAN NOT ACCESS ZOHO CRM
Dear, After reactivating the users, they receive an email where they are informed that they are active, but without the link to access the zoho CMR. How can I generate the link? I await your response Thank you very much
Best email integration setup for crm
I am just setting up and could use some help. Would you recommend setting up a zoho mail account or integrate a gmail account? Also when I reply to an email in either, is there a way to automatically create a contact or add the email to the existing contact file? The zoho crm email is not to user friendly as gmail is I find.
Reactivate users
Dear Reactive two users, they received an email confirming, they are active. But without the link to enter Zoho CRM What do I have to do so they can enter? I'll look forward for your answer Greetings,
Tab Groups
I've created multiple Tab Groups and assigned users accordingly, based on viewing preferences. Is it possible to make the "all tabs" group available only for certain roles (i.e. admin roles)? Thanks, Emily A.
Creating a module that works like products
I'm trying to create (or repurpose) a module to track solutions that our accounts use. These are not our products, we have our own products and this module is populated with those. I'd like to have this module show on the account screen like it does with products and the ability to add new associations to an account via a +new button (as you can with the association between accounts>products. These records will not be added new from the account screen, rather we'll use the module just like accounts.
How best to do this as we are a weird company.
Almost a rookie here (used the free version for a long time but mainly as contact manager and tech information storage) that is now having to move up. This is going to be a touch long so I apologize (watch, I get spanked for this). I am the new Sales
Is it possible to customize views for all users vs just myself?
Hi everyone, for example if I'm viewing an Account, it shows related lists like Potentials, however usually they aren't the fields we use or want. So I will click the little dropdown and customize the columns. However for my users their views stay as default, so I have to log into their account to add custom fields any time I change these. Is there any way to force all users to have the same view that I do as admin?
Edit Pick List Properties
I have several fields that are all in Leads - Accounts - Contacts - Opportunities. When I go into Leads and edit the field to add additional items to the "Pick List" they do NOT appear in the pick list in the other modules. Do I actually have to go into each module - edit the layout - find the field - edit the properties and then add the new drop down item to the list - in every module? You just cannot edit one list and have it appear in the list in every module??? Thanks for any assistance here.
adding Tags!
OK...this needs to be expalined I wish to ADD a list of tags to choose from the informstion online says this: " go to: settings / customization / fields. " BUT there is No such spot in settings.... Make ZOHO needs to be easier to understand!
Additional Dialogues?
When I close activities a pop up always comes up saying 'allow this site to open addtional dialogues' or something. I finally checked 'no' in hopes I would not have to see that pop up, now when I hit CLOSE on a given activity NOTHING HAPPENS. HELP !
Synchronization gmail / zoho
When synchronization gmail / zoho is done and the "Public - Shared with everyone Share my customer emails with other users in my organization." is selected : >> Public e-mail sharing allows us to manage e-mail shares sent from Zoho CRM and the other users can see the responses in the contact form >> But why the other crm users can't see emails sent from gmail in the contact form ?
Sync
Hello Can I sync the tasks I enter into zoho crm with zoho calendar. Thanks for your answer
Products and Quotes
I've seen some older threads outlining (I think) the same issue. I'm trying to customize what fields of a product show on the Product Details line on the Quote. What I need: We're a window and door dealer. I need to be able to leave the price blank (which I can) and also include custom fields in the Product Details line (in my case width (number), height (number), glass type (dropdown). color (dropdown), maybe more I haven't thought of). I realize that this information could be entered in the Product
New zoho CRM DOES NOT WORK - Duplicated Records
The new zoho CRM is junk! Software does not work properly - BAD Coding. All my records within Zoho duplicated by the software. Zoho support DOES NOT RESPOND properly and does not fix it, four weeks on
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