Report using custom modules and lookup field
I have a custom Module Patients with a lookup field for Provider Name which links to the custom Provider module. When I run a report showing all Patients with their Provider Name and Address, the Provider Name is incorrect. Instead of Provider Name it shows Patient Name again. Any ideas on how to get this report to work?
change the company role for superadmin
hello, i want to change the company role of superadmin from ceo to cto, but the option of edit is locked, how can i change this ? thanks Rui
change the company role from ceo to cto
Hello, i need to change my superadmin from ceo to cto, but it´s blocked to edit, how can i change that ? Thanks Rui
Web Form in CRM
Give the possibility to duplicate web forms Thanks
Format phone numbers (outside US)
Trying to add a phone number for a company in Europe that is formated +xx xx xx xx xxx Zoho CRM has a built-in field for phone numbers that will not allow this as a valid format? Can somebody please advise on how I may bypass this issue without having to create a custom field? Thanks, Trevor Fletcher
Export CRM report Programatically
Is there a way to script an export of a CRM report to a pdf or csv? I was hoping to automatically have a report I created waiting for me in the morning.
Not getting Email notification for Bounced Email
Hello, We need to get email notification for Bounced email that are sent using Zoho Campaign.We are pushing member status from Zoho Campaign to Zoho CRM in a field 'Campaign Status'. This field is getting updated perfectly, but the workflow rule on updating of 'Campaign Status' is not working even it contains 'Bounced'. 'Campaign Status' updating doesn't trigger the workflow action? How can we get notification email for bounced email? Any help would be appreciated. Thanks Wasiur
Skip two factor authentication
When logging into my account I get a notification about turning on two factor authentication. I think it's great that Zoho offers this, but my account doesn't contain information that is sensitive and it's important that I can login to the site quickly, so I'd prefer not to bother with 2FA. But if I choose either the option to "Skip" or "remind me later" a blank page loads with a long OAuth token in the URL. The only way for me to access the site is to delete the long token and then reload the
Zoho CRM Slow Sending Email with Outlook 365 Integration
We have recently added the Outlook 365 Integration to our Zoho CRM system, however once we have written the email when we click on 'Send', the send process takes a long time. We are not adding any attachments, just plain text with a couple of merge fields. Is there anything that can be done to make this faster?
Intake Forms
Good afternoon, I currently use ZOHO CRM for my lead tracking as well as client conversion. We are wanting to build a client intake form that connects with CRM and can eventually be used to Zap to another system. I have been looking into building it through Zoho Survey, however I am wondering if Forms is the way to go. Here is what I need it to do: -E-mail to lead or send them a link to the Intake Form -Save halfway through and be able to pick it up from another computer/iPad -Associate with
Email Blocked
We recently created a new follow up email to send to leads after our initial conversation. I sent this email to myself and another account to test. This email was marks as spam and now I am unable to send myself emails. How do I remove this block on both email address. Regards Matthew
Password for SMTP server will not be saved in IMAP configuration
Hi, I've configured the IMAP-Integration and later Zoho has synchronised all the e-mails. Super After that I've tried to send an E-Mail but it has not worked. I've checked the configuration and I could see there was no Password for the SMTP Server configuration. I've typed it in again and updated it but Zoho has deleted the Password in the password field. I've tried it many times but allways the sam result. Do you have any ideas for me. I can't send out E-Mail now. Kind Regards Volker PS. Attached
Invalid Characters like \\\\\ getting added after some days, Next line text in description alwaysgets mixed up
Hi, We have serious issues with ZOHO CRM, in Contacts. #1. Description field partial text gets deleted automatically. #2. If we use special character(',",-,;) data shows additional backslashes (\\\\\\\\\\\\\\\\) #3. In Description: After adding data, it changes structure. Eg: If we add 2 paragraphs with 2 blank space between them, it gets updated and shows properly at that time and after sometimes it get mixed up. These are serious issues to be sorted ASAP or else you are forcing us to move
importing in Zoho CRM - EU datacenter edition does not work
Hi please assist, we are stuck Functionality Standard functionality is not working Via setup >>> import form other CRM >>> mass-import tasks, calls, events, attachments Environment Zoho CRM - EU datacenter edition (in zoho.com it is all working fine) Situation After importing leads, accounts, potentials we face issues with importing actrivities. See attached CSV with migration results, it can not match with existing contacts even when using the exact same name. Problem Importing new tasks in EU
New Zoho CRM has problems; switched back to classic until problems are fixed
I have to say that I'm a bit disappointed in the Quality Control with the new UI. Several dashboard views are formatted wrong. I've had to switch back to Classic view until they're resolved. Specifically, we use 100% Stacked Bar dashboards frequently to show % of total. With the new UI, these charts show data in units, instead of %, which makes them useless. [I do like that the new UI shows the data labels rather than making you mouse over to see them; the data's just formatted wrong.] Certain
Permission denied since friday
Hello, One of my colleagues is facing login problems. For zoho.com, permission is denied due to certificate out of date. The other two people who use the solution do not face such problems. Thanks for your help, Mr Asphalt
CRM events doesnt pop alert (reminder)
Hello, I just configurated my CRM calendar to get pop alerts 10 minutes before the event and nothing happens... no alert, no notification... nothing. Regards, Julen
Accidentally deleted report
I accidentally deleted a report - sales by sales person. How can I restore this or recreate it? I don't see the Create Report option that was suggested in other posts. Thanks, +Jason
Product tax calculation is incorrect
Just trying out zoho and really surprised that I find this problem. For invoices and quotes, I add a product. List price £10, VAT (20%) tax is on that product and it puts tax of £2 on that item line. But when it comes to the tax total, it's adding 20% again (an extra £2.40). Something isn't right here. Can you explain?
How can we sync the "Qty in stock" field (in CRM) with the "stock on hand" field (in Inventory)?
As the question, I have a problem when trying to sync the figure of "qty in stock" fields in Zoho CRM with the "stock on hand" (or "Available") in Zoho Inventory. I tried many different ways... Please help!
Choose which status columns to display - CRM Deals View
At the moment, when you create a new view in the potentials (deal) module, you can choose which columns to display for the 'List view' but for not for the 'CRM view for Deals', it will only show all status columns. We would like to be able to choose which 'status' columns to display in each custom view (for when viewing in the 'CRM view for Deals'). e.g. see attached Thanks
Zoho CRM compatability
Looking to set up Zoho CRM for a small business. Would like to know the following: - Can you use Zoho CRM on an ANDROID mobile? - Can you export all contact details to gmail account from Zoho CRM? - Is it compatible with 'Campaign Activ'? of which we use to send e-newsletters.
data from Account fields do not update in Sales order or Invoice
hello, from the web version, when I convert a sales order to invoice the Due Date do not update on the Invoice. I experimented with the "convert sales order" map field option on the Customization Menu, but this is option is only available for the Custom created fields... This "Due Date" field is a system created field and normally these should map by default, right? can you assist me please?
Creating an event and linking with something
When I'm creating a new event and try to link to somebody or something it just doesn't open the search window. For exemple: I open a new event window, select company, click on the search image and nothing happen. Tnks.
Email 'from' and 'reply to' options not displaying when sending to leads
Hopefully you can help me. I have spent the last TWO DAYS getting bounced around in your support with no solution to this issue. Your template/email revamp is not currently allowing me as an admin to send emails from sub-user/manager email addresses. My user process: 1. Got to send email to lead 2. pop up opens 3. i can select templates from drop down 4. but no matter what template selected, no option for change in send. Emails will ONLY send from my email, there is also no option at all for 'reply
BUG: Zoho 2016 product description changes in Sales Order / Quotation not exporting to pdf (works in old version)
I already contacted your support about this, but have been given very poor support... there's a bug in your new version: When creating a quotation / sales order / invoice in the new 2016 product, if you update the product description, the exported PDF does not contain the updated infornation. To duplicate this: In Zoho 2016 Create new Sales Order Add Product (Line Item) Modify Product Description (add the statement "ADDED FOR VIEWING ON EXPORTED PDF" Save Sales Order Export as PDF See that ADDED
Zoho running very slow for CRM
Hello, For the past few days ZOHO CRM has been running very slow for my entire office. Data is running slow to save and retrieve. Also, the chat system is not working. Please advice. Thank you
When should I Convert a Lead?
Hello, I am working to match our company's philosphy with Zoho CRM and could use some advice... When would you want to convert a Lead to a Comany/Contact & Create a Deal. We have a couple different scenarios in our business that I have listed below. Scenario A) Lead has relevance to our business and has the potential to bring us business in the future, BUT there is no current deal on the table being discussed Scenario B) Lead has relevance to our business and there IS a current deal being discussed.
403 redirect to home
Hello, I have mapped an old domain to zoho crm and now many old pages are giving an error (403 error) because they do not exist anymore. I would like to redirect these pages to the home, is possible in some way to redirect 403 error to the home? Thank you
Emails in Office 365/outlook deleted items folder don't appear in Zoho CRM
I am seeing an issue with the IMAP integration between CRM and Office 365. If I move an email item from my Outlook inbox to the deleted items folder, the item disappears from Zoho Leads email related list. I move all emails to my deleted items folder and use search to retrieve any I need. I never permanently delete emails. I assume this is a bug? According to the helptext this should work:https://www.zoho.com/crm/help/email/configure-imap-account.html When the IMAP account is set up, your sent
Canceling CRM plus and loss of info
Hi Just had a trail use of CRM Plus. Its a good tool but will not upgrade just yet. i have created a survey and want to check if i can still access this survey and the results once i cancel CRM Plus. Also will this effect any information on the actual CRM. Thanks
Synchronize Contacts
Hi, I am using Zoho CRM or contacts but I have to write my E-Mails with Mac Mail (El Capitan). After searching for ages to find a way to use the contacts from ZOHO for my mails I'm very frustrated now. Is there a possibility to write a Mail using Mac Mail and Mac Contacts and use the contact data from Zoho? Yours, Regina
Save filters as a web tab
Is there a way to save some custom filters as a web tab? There are main filters I would like to access easily.
Undefined / Loading
After adding task inside "Mozliwosci", at the bottom of the company page, it displays this error:, request for help Regards Tomek
Filter error
Hi, I have a report for months. The report brings a month prior to that in the filter. The filter is from April to July but bring March.
Grand total problem
Hi. I have made a Invoice template for CRM. Everything is Ok but Grand Total. All fields are correctly filled, but the grand total does not appear. Could you help me? Thanks Esteban
new crm javascript error: ShowHomePage.do:680 Uncaught SyntaxError: Unexpected identifier
New crm not working and we cant switch to old one.
Can't Map Campaign source from Lead to Potential
I created a custom field in Leads with a type Lookup and the source module of Campaigns. I want to map fields for conversion so the lead Campaign gets transferred to the Potential Campaign Source when converting. However, on the field mapping I am not given the option to map Accounts, Contacts, and Potentials to Campaign Source. What am I doing wrong?
Best approach from a contact form
Hi, Wondering what the best approach would be to automate the process of creating a lead and a ticket from Support? I noticed workflow on Support does not include the Lead module and cant see Support module as an option in Lead worklflow. Thanks in advance Todd
Sharing Tasks between users
We have 2 users and I would like to be able to see both users tasks when signed in. We are both "admins." How can I do this?
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