Customer Database different from Leads and Potentials.
Wanted to know how to create a separate platform for the potentials with whom the deal has already been closed? As in a place where it shows all the existing customers instead of Leads, Contacts and Potentials.
Contacts not Visiable
I have imported a my account list from another CRM but the other user are not able to view what has been uploaded. How can i fix this ?
Webinar | Turbocharge ZOHO CRM Leveraging Web Forms
Super pumped to share with you that on June 15, 2016 we are offering a FREE webinar - How to turbocharge ZOHO CRM leveraging Web Forms. Web Form is one of the most powerful weapons to get more done with less. You can embed web forms on your website or landing pages to capture enquiries straight inside your CRM. You can also send these forms to your contacts so that they can themselves update important details and those data instantly land inside ZOHO CRM. This webinar will walk you through the
Google calendar sync
Hi I need to see CRM events in my Google calendar (by synching not by exporting). I'm trying the standard edition but can't find how to do that. Further more, I don't understand if it is available in this edition. There are two features in the feature list by edition which I can't tell the difference... Picture is attached here
Read Receipts on email
Hi Does anyone know if it possible to get a delivery/read receipt on the email as you can in MS Outlook? Many thanks David
Max Lead Capacity?
I have apparently reached my max lead capacity, is there a way to increase this limit? Do I need to upgrade to the next subscription?
How do I free up space?
Hi there, I'm new to Zoho CRM. Our agents keep receiving a message "Sorry you have reached the maximum limit in your current edition". This happens every week. What causes this and how do we fix this? Don't have any records in the recycle bin. thanks
Potential Stages and Probability Percentage
I have created custom stages with default probability percentages. Every time I change a potential stage it shows that the default probability percentage, but when I save it the percentage automatically changes to 0!!!! Help!
Showing Discount on Quotations as a %
Is there ANY flexibility whatsoever in the Product Details tab for raising quotations? When creating a quotation, I need to demonstrate the following to my customers : Product Name - List Unit Price - Discount % - Discounted Unit Price - Total My customers need to see the deduction on the unit cost, not on the total, they also want to see it as a percentage and not as a currency value.
Is there a way to Dedupe Leads and Contacts together?
I have a lead database that also has duplicates of about 5,000 of my contact records. I'm challenged that the built-in dedupe functionality will only work within EITHER Leads or Contacts but will not dedupe across the two types of records. Can anyone suggest a workaround for this, other than merging all my leads in the contacts? Thank you for any suggestions.
No access to Quotes and Invoice modules!!!
Hello, I have a Professional Plan subscription to Zoho CRM but I can not have access to Quotes and Invoice modules. I was on a CRM Plus Plan but downgraded it last Saturday. I am really worried because I had some quotes templates that I can not use anymore, I hope that they was not erased. Could you please help me ASAP? Thanks Ganesh
Report Scheduler Times
The options to repeat the scheduling of reports show only weekly, monthly or yearly options. It would be helpful to also have more extensive options (as with the report creation itself). I would like to see Quarterly and Half Yearly as a minimum addition to the list.
Export ZOHO data in Excel 2010 (Backup)
Hi, I would like to export my data for backup purpose from Zoho into Excel 2013. I download the data in a CSV format first and followed the instruction for converting a CSV file into an XLS document. When I open the CSV with Excel, all Data in the first column is separated by commas. See example of the headline below. Account Id,"Account Owner","Account Owner Id",Rating,"Account Name",Phone,"Account Site",Fax,"Parent Account","Parent Account Id",Website,"Account Number","Ticker Symbol","Account Type",Ownership,Industry,Employees,"Annual
Sales team each seeing the others accounts and leads etc
At the moment my team members can't see each others leads, accounts etc. I am using an administrator profile and the team are on standard. I can't see the difference which means I can see there accounts?! Can someone advise?
Zoho Chat
Connection lost. Please check your network connections. Reconnecting.. I keep getting this error message in my chat screen - any suggestions?
Edit properties of last Name Field at Contacts Module
Hi, I would like to edit Last Name Field at Contacts Module and It appears with a padlock and I can´t neither delete nor change. Could you please help me to change it or delete it? Regards, Eva
UI bug on custom function editor
Attached screenshot has the UI bug on custom function creation editor.
Cannot delete Activities, Events and Tasks
Hello, I'm the super admin of our Zoho CRM and I cannot delete entities on the Activities module. The option to delete is disabled. The other two users of the CRM are able to delete entities on that module without a problem.
Email notifications showing up days late
When changing the lead owner, I always click the "Send notification email to selected owner" box. I have had multiple calls from sales people regarding notification emails that either showed up days late or did not show up at all. Please look into this. Most of my sales force is independent and is not actively looking for new leads on a daily basis. This is causing a delay in response time.
Edit a Closed Activity
I use the "Add a New Call" button and type in a subject, time, etc. After saving, I see a mistake so I hit the "Edit" link beside it. I can type in the correction but when I click on "Save" nothing happens???
Notifications when tasks are due
Is there a way to get notified via email, text, or ios notification when a task is due? If not, has this been suggested before and/or is under development? Thanks!
Display week calendar as a Dashboard component
As a manager of a number of sales execs, I would like to be able to add a current week calendar for each sales exec to my dashboard. I can currently go into the Calendar and view them individually but would benefit greatly by having a calendar for each salesperson as a component on the dashboard. Can this been done?
Can't get Outgoing mail to work
I have contact the company that host my mail and got all details for IMAP setup. It works fine with ingoing but not with outgoing. I have tried with port 25, 26 and 587 (Host provider tells me that's the port number to try) Please contact me BR Jacob
Account Name Field Changed after editing record
I edited an Account to include the address. After saving, the Account Name, which was a previously a string name, was changed to a series of numbers that looks like a guid, but is not the guid for the specified Account. Can you please explain why this is happening? I noticed that this has happened to a few Accounts in the database.
field mappings to zoho subscriptions
I just setup a data sync with Zoho Subscriptions and I want to change the field mappings, where do I find the option to change the field mappings?
One report for Leads and Accounts
Hello! We are using Zoho CRM and we are automatically sending Reports everyday via E-Mail to keep on track regarding lead generation etc. In order to find out what percentage of the original leads became customers and distinguish by their lead source, we would need one report where all former leads/accounts/potentials are in. Unfortunately I couldn't find any way to do this as converted leads don't show up in the original leads report and vice versa. This is really annoying as we have to export a
Record Customers GPS location
Hi We want to save the Lead / Contact / Account 's GPS location (sometimes multiple) in the CRM System both on the PC and on the mobile App. Can you please guide how this can be achieved in the webapp, and would we be able to see the location on Google Maps ? Thanks a lot Regards Ullash
How to log customer visits in CRM
Hi all, Our Business requires us to visit contacts / customers at their office regularly, to get purchase order from them. The orders are usually yearly, but we have to chase them regularly through out the year. I wanted to know: 1) How can we record in the CRM, each time our Sales Executive has visited the customer / prospect and the discussions he has had with them. 2) How can we schedule his next visit / Call 3) How can we run report to show customers not visited in last x no. of days 4) How
Mailing list without email confirmation
Hi, Can I create a mailing list without the need of subscription confirmation? Thank you, Sam
Notes section on Calendar Day View
I have several bookings over a day to manage in my calendar and it would be extremely useful to be able to make notes for any particular day an dhave them visible on the same page. I'm not sure how this would suit other users but I imagine many would find this useful. I picture seeing the full days list of appointments on the left of the screen and on the right of the screen is an area that runs the length of the calendar window that I can edit and save notes to that are relevant for the days appointments.
creating a new project from CRM module
just tried to start a new project from the CRM potential and a window popped up saying The portal owner has been changed. You need to configure another portal and update the portal settings. I am not the admin for the Project module but surely every user of the CRM system should be able to set set up a project once a job has been won. thoughts please? Thank you Lana
Move Lost leads
I would like to keep all my lost leads where I can access them at a later date but would like them not "cluttering up" my lead list. Any way to move them or have them not to show on the lead list? Thanks!
Limited Web Forms
I am trying to find a way for my distributed contractor sales force to report client potentials via web forms. Right now there are only cases, contacts, and lead modules which do not tie into existing account files. Or do they?
Sorry,you have reached the maximum limit in your current edition
Hello, I have a question,I started receiving this message "Sorry,you have reached the maximum limit in your current edition " but i only have around 3850 records. I am using the Free version and it states that you can have up to 5000 records. If you could help it would be greatly appreciated. Regards, Murtaza Ali
List Navigation
Please can you put a navigation arrow at the top of a page of Contacts so that we don't have to scroll to the bottom of the first 100 records to navigate to a Contact we know is on a subsequent page?
Task Ownership Re-assignment email no longer has a link to the task
Dear Zoho CRM Team, We just noticed that the default email message no longer has a link to the task or the contact or account information on the re-assignment email notification. I just tested because several users have brought this issue to my attention. Here is what the email looks like when the user gets notified of a task being re-assigned to them. Ownership Re-assignment: Hello Thomas Pursifull, You have been re-assigned the ownership of the Task . Regards, Thomas Pursifull Is there anyway to
Automation: Show error if info is missing when changing the status
Hi, I would like to set up an automation workflow rule for sales orders so that the status can only be changed to "Cancelled" if the user first filled out the Cancellation Date. If they forgot to fill out Cancellation Date, then the status change should not be saved and the user should get some kind of error message about it. How do I do that?
One contact for two customers
I have a contact in ZOHO who works as a freelance project leader for two of our customers. Do I need to create him twice as a contact? Kind regards, John
Hello
Forgot my admin password for mail Id : raviranjan@limitless-india.com Can access my other two ID's : concern@limitless-india.com
How to export master account (just one) together with all member accounts?
Hi, Let's imagine I have one master/parent account called ''Restaurants'' that contains 100 members account. I want to export all of them to the csv file to separate e.g. restaurants from the shops. how to do that?
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