Date format on Custom Module Field showing in wrong format
I created a custom module and added a Support Start Date date field to it. Values entered into this field are being displayed as "Aug 4" for instead of MM/DD/YYYY. Setup > Personal Settings > Country is set to United States. Is there somewhere else I should be checking to change the date format displayed? Thanks!
Pop-up alerts
I set up a test pop-up alert, but I did not get an alert. Can anyone help me with why it didn't work?
On creation of a record where pick list is not selected, field value should be empty. However records have stored a value of NONE or -NONE- by default
This has been happening for a while. Reports and views that are based on the field being empty are not working.
Best way to manage product Fulfilment?
Hi all, Would like some suggestions on the best way to manage product fulfilment? We are a marketing company that has a few different products such as: - Booking Tool - Website - SEO Each product has its own process that a different team member must follow, also some products require some pre information (Websites require a spec form to be completed before). My main issue is that the sales agent must be kept inform on the account tab at all times. What do you suggest I should do? Custom Modules
ZOHO Conference
When is your next ZOHO Conference where users can attend to learn how to use the CRM more efficiently?
Marking messages as unread in CRM mobile
Great job on the new CRM mobile app!!! Just one question, how do I mark messages as unread?
Emails - when sending an email how do I select who it goes to?
Help! I now have no way of selecting what contacts I send an email to ...... Unless I am missing something!!! Previously you could open up a window and select the contacts. This seems to have now disappeared. Thanks Tim
New CMR account search
hi Just a quick question - i used to be able to go to the accounts tab and across the bottom it would have the alphabet that i could select what letter i want to get me quickly to the account i needed - this option is no longer available? is there a way to easily search my accounts.
Import/Link old e-mails to Zoho accounts
Hi there, Is it possible to import a gmail e-mail to Zoho and link it to an already existing account? Thanks, Santiago
POP3 - a very old system
I am having ongoing duplication problems with about 20% of my incoming emails in my CRM email module. Zoho Support advised that the issue was on my server side i.e not with Zoho. However, there are no duplicates in my web email - Microsoft Exchange and Office 365. Neither is there duplication in my desktop Outlook program. GoDaddy, my provider, said they are 99% sure that the problem lies with Zoho, and POP3. Apparently POP3 is very old technology going back to 1985. It is a known source of errors,
SAASU in the cloud accounts linking to ZOHO...I am doing it...anyone else interested in its creation?
Hi again from Western Australia... We run a brilliant accounting system "In the cloud" technology just like ZOHO, but couldn't find any already existing system that will link the two. Have just sourced a company that works for SAASU development and is writing the API system right now for me. Pity to keep this secret to myself....Just letting everybody know so you don't spend big $$$ when I already have! Cheers Richard Huggins Franchisor Quickcolourprint.com.au Perth, Western Australia
Is there a way to track RMA's in Zoho CRM
Hi, I would like to know if there is a solution in ZOHO CRM or an add on, where RMA's can be tracked. I was looking if i could create an extra field of activities besides tasks , calls and events. Is there anyone with experience or idea's how to deal with RMA's in the CRM? Regards Rene
Using CRM to host both customers / business details - Account or Vendor
Hi all, I am looking for some advice as to how I can setup Zoho CRM: I am a 'Consumer' to 'Business' e-commerce's platform where a 'Consumer' will list an item (e.g. a watch), and 'Businesses' specialising in watches will provide a valuation of the item . I am looking to store both information: 1. Consumer - these are individuals 2. Business - these are companies with potentially multiple contacts. What is the best way to do this? I was planning on creating a new field in 'Contacts', which is known
Link in conversions for "industry" and "product"
Hello to all and thank you in advance for your help and information. Two topic : • Drop down issues between "leads" and "accounts" : When filling up a lead the "industry" standard drop down (where we have added new entries the "industry" information) does show up in the "account" name after conversion. Our problem is that the new information added into the "industry" drop down in the "account" does not show if we create an account without going through the lead process. Industry drop down in "lead"
Pressing the spacebar key when entering a note causes the cursor to jump to the search box.
Hi Zoho support, Some of our users have noticed in the new Zoho CRM UI that whenever they press the spacebar key when entering a note, the cursor to jumps to the search box. This is happening in the most recent versions of Firefox (47 and 48). To work around, we've asked our employees to switch back to the older version of Zoho CRM. If a user clears their browser cache, the issue will temporarily stop but resume after a few minutes. (No specific time frame has been recorded.) Please advise. Best
About CRM Plus
Hi! I am a administrator and user of Zoho Books and Zoho SalesIQ. I am evaluating CRM Plus. I have several questions: Why I can´t integrated with my actual SalesIQ Portal? If I have an oportunity and, when its closed and win, I can have 1,2,3, etc. estimates for this oportunity. I can link this estimates in one oportunity and update the income of the oportunity with de sum of this estimates automatically? For example : I win an opportunity for the development of a website and generated several budgets:
Report on previous lead status
Hi I'm looking to assess the success rate of certain leads by determining a sales conversion rate at each stage of contact. The best way i can think of to do this, is to see what the lead status was prior to successful sale. Is there any way to generate a report on the previous status of a lead?
Permission Denied
When updating records in CRM - in this case Account Type field - I am getting a message Permission Denied, Please select an active user. If I close all browsers, open new, then I can update one client. Next client gives me the same error message. ??? Ray
Reporting for Product Module
Hey, Why cant I create a report for my product module? It doesnt give me the option to create a report from either the CRM or Advance analytics.
Webform Emails No Longer Support From Email Address
When contacts on my website submit webforms, they are now receiving a from email address of "notifications@zohocrm.com." Previously, emails were being sent from the contact owner's email address.
Import Leads - Please ensure the file does not exceed 500 columns???
Hi Expert, I'm a free trial user, now I am trying to import some leads to our CRM but this error msg always popped up while my xls file only contains 5 columns.... Can you help me please? thanks!!!
i need old version link for new crm
new interface of zoho crm is not working now because of a javascript error. i need to switch old one. can anyone show me how can i switch my zoho crm to old interface.
In Zoho 2016 space opens search
When I'm trying to add a note or comment, every space causes control to jump to the search bar and my typing continues there. This happens in both Firefox and IE 11. Any ideas? I-have-to-type-like-this-which-is-painful. I'm going back to the old version.
transfer SuperAdmin
I'm currently Superadmin for our CRM but am leaving the company and need to transfer superadmin to another user and remove my account. How do I do this?
I sent a bulk email to my contacts but there is no evidence it went out and no one appears to have received it
Hi. Does anyone know why this might have happened? I sent an email using the 'Mass Email Contacts' function in the Contact module; sent the email using a template that was successfully tested on two individual contacts; and the system said/confirmed it was successful. Does it take time for the emails to go out? Am I being impatient? Also, will it show up in my Zoho mail account as being Sent? Any guidance or feedback will be welcome. Thanks in advance for your help. Matt
Sharing Data with non ZoHo users
I am potential new user for ZoHo and I am trying to understand how I might be able to use this for my company. I am an independent sales company that represents several manufacturers. I would like to allow someone from another company and non ZoHo user or account holder to be able to view only a group (not the whole database) of contacts, potentials and reports. Is this possible? Do they need to create a free account for me to share my contacts with? If they already have a ZoHo account can I
New Zoho Mail app - how to sync calendars?
Hi I just started using the new Zoho mail app (Apple) - great functionality However, when I invite someone to a meeting via the app, it doesn't appear in my Zoho CRM calendar online / website I tried the "sync desktop settings" option in the settings - but with no effect How do I sync these? Thanks Ross
Multiple Contact Page Layouts
Is there a way to have multiple page layouts for contacts? For instance if I wanted to have Contact Type A, with it's own set of say 25 custom fields, and then Contact Type B, with it's own set of 25 or so custom fields... is this possible? It seems I can only have one template which means I have to include all 50 custom fields for all contacts, which is not the desired behavior. I know I can create custom modules, or apps... but I can't make those records created be a contact record, which screws
Speed Issues
I am new. I have extensive Salesforce experience. I am trying Zoho because of price. Obviously it is not equal to Salesforce feature wise. However, I find that the features are probably good enough for my project. I imported 589 records last night. Since then the latency issues for every screen are unacceptable. Our project will be handling thousands of records soon. I am concerned after researching the internet that unacceptable speed is an ongoing issue with Zoho. I am using the Enterprise
How do I create a recurring invoice?
We would like to create recurring invoices but I do not have the option anywhere I've looked in Zoho. I've searched the forum and seen suggestions to go to the invoice details, then to recurring invoices, but I cannot find these links. Please help.
What to do once potential sale has been made?
Could someone explain what I can do with my Potentials once they have been won and are closed? I don't want to lose them from the system but can't see how to archive them...
"Sent" Email Status
I have sent few emails to customers who have gmail.com address using zohocrm. We ourselves use google apps. Few of these customers have gmail address. Our welcome emails and "quote request ack" emails are showing "opened" status but emails which contain quote for product are still showing "sent" after two days. Why this would happen and what does this mean? Thanks Sal
Zoho CRM webmerge integration
I am trying to setup an integration with webmerge to automatically generate documents using information from my zoho crm. In order to link the fields to the template, I set up a webhook with URL paramaters for each linked field. The Parameters in standard format are limited to 10 fields. When I append custom parameters to link 5 more fields, those fields are not passing along the information to the merged document. please assist.
Adding user to Zoho CRM with no editing ability
Hello All, I need to add a user to my Zoho CRM account but I only want this user to have viewing privileges. I don't want them to be able to edit or download anything. Is that possible? Thank you, Jack J3D
Chrome with New UI
Hi I am using chrome as my default browser and it's good that it remembers the inputs when I first typed and will save me time from doing it again as most of them are repeated. But when upgraded to new UI, without doing anything to my chrome setting, this feather disappeared. This is very inconvenient for us as when we send out emails I use to have the addresses memorized by chrome and only choose which to use. But now I hv to manually type these out. Can anyone help me out here, this is very important.
Company is transferring CRM to Zoho need a representative
Hello, My name is Chrystal and the business I work for is switching CRM databases and have recently been interested into Zoho. I have gone around to all staff at the location and many have questions and concerns with the transfer and as project lead I am inquiring about this matter and hoping to be in touch with a Zoho Representative that can provide me with an overall better understanding of what the CRM has to offer, answer any and all questions of this business and pretty much make the transition
Company interested in CRM transfer
Hello, My name is Chrystal and the business I work for is switching CRM databases and have recently been interested into Zoho. I have gone around to all staff at the location and many have questions and concerns with the transfer and as project lead I am inquiring about this matter and hoping to be in touch with a Zoho Representative that can provide me with an overall better understanding of what the CRM has to offer, answer any and all questions of this business and pretty much make the transition
view emails from colleagues
Hi, i have setup imap email setting on both my and my colleagues account. Both setups are set to "public viewing" Now on the contact's slide we can both see all the emails exchanged. BUT: I am using the 2016 brand new version of Zoho CRM and my colleague is still using the old version .. he can click on all emails and view/read them. On the other hand I can see all the email exchanged but if I click on of of my colleagues emails it loads for a second and then nothing shows up... is this a bug in
edit a locked field
hi, I want to make new leads and define them as project titles and not as a person. Unfortunately, the name field is locked and seems to be the "main source" when looking for leads. I added a new field for the project title, however, it does not show up when I want to refer to this project. It only refers to the person, which I don't want. How can I "ease the power" of the name field and give it to my project title field?` Thanks a lot for your help, Stephan
Use a csv list of contacts that have opened an email to mass update campaign member status in zoho crm
Hi I've run an email campaign in mailchimp and now I want to update the campaign member status in zoho crm. I can work out how to do it manually using 'mass update campaign member status' but I'd like to be able to import a CSV file that indicates the campaign member status (people who opened or didn't open email). I've read all the notes that I can find on the functionality of the CRM campaigns and it feels like I should be able to do it but I can't work out how. Is this possible? Thanks Nick
Next Page