Company names are repeating
In my database with the same company name I have several registers. How can I combine them and have single account name. This multi name happened in 2 ways. 1. I am using zoho business card scanner. For the same company I scanned 4 business cad, and i creeated 4 different name with for different company. 2. I imported from different excel files diffrerent personels, and each created different company name. regards Abdullah
Adding potential to specific sales pipeline
Thank you. Kindly tell me how to add potential to specific sales pipeline or how to create sales pipelines. Best regards
Best Practice: Account Industry
I have an idea of how I want to break out account industries down but want to make sure my reason for doing so shouldn't be done in another way and make sure I'm using best practice. Our line of work is pretty much geared towards a small group of industries (less than 5). Then within those 5 industries we can probably break down the customer types again based on what the do within that industry (these companies would require different types of products that we offer). So the way I want to label
Zoho Service Communication (ZSC) Key not working
As you will notice there is no way to get my Key as there is no button to activate .. please help
Workflow trigger through field update
Hi Team, I have requirement for a 7 step time based workflow automation. I have a created a first workflow set with steps 1 - 5. In the 5th step I automatically update a field. I have created a second workflow set to handle steps 6 & 7 using the Edit action of the field automatically updated in the previous workflow as the trigger for the second workflow. The second workflow is not being triggered. If I MANUALLY go and edit the Lead record with the same field edit the second workflow does get triggered
Report Scheduler for matrix reports not sending correct format through emails
Report Scheduler set for Matrix Reports is sending out report emails but in the email attachment, all lead ids are provided row-wise Instead the matrix report should come as - is in the email. The scheduler was working fine for 2 months, but suddenly it has stopped sending summary in the email report, instead individual lead id's. Support team is still working on same but without any conclusions yet
Linking a service to multiple services in a Quote
Hi, Does anyone know if there is a way to link a service to multiple services or products when creating a quote. For example, when you add Service A to a quote it will automatically add the sub services 1, 2, 3 Or add Service B to a quote it will automatically add the sub services 5, 6, 7 Its would be like having a Price book with a number of products and service within it, but you can't add a price book to a quote.
Unable to Process your request issue
I'm trying to manually enter a new lead and I'm getting a pop up "Unable to Process your request"
View or Reporting on All Upcoming Actions??
Hi there, Is there a way to do a report or a custom view on all the upcoming actions? I know if you go into the Contact, you can view all upcoming actions for that contact, but if you have 1,000 upcoming actions, that's quite a lengthy process, there must be a way to report or view all the upcoming actions?? Please help, Warmest regards, Christine :)
Hi, how can I pull up a list of all outstanding tasks and not just my own?
I need to be able to view all users outstanding tasks in order to re-allocate or action but all i can see on my home page are my tasks. is this doable? if so, how do i do it? thanks.
Button to create a Report from a View
I often want views in my Leads module to become reports. Instead of having to recreate them in reports, it would be nice to be able to push a button and it become a report automatically.
Signing up a new user
I am trying to sign up a new user. I have added his name, email, etc. and expected he would get an email with a temporary password to log in. But he didnt get anything and I cant find anywhere to assign him one, send an email invitation or anything???
a couple of ideas for tasks
It would be nice if we could have some predefined tasks - and if we could set them up as a "plan" or group and apply them to a contact or contract (or anything else) all at once. For example, we are using it for real estate. When we get a new listing there are a set of tasks I need to do for all new listings (set up mls, turn in paperwork to my company, send out an ecard to other agents, update our website, put up sign, make flyer, etc). When we get a listing under contract there is another set of
lead desktop sync
my leads that entered from ipad don't sync to desktop. and when I click desktop sync on ipad lost all my leads for the whole week. I can't undo it. how do I fix this?
Scheduled report emailing lists, not tables
Hi guys Have been experiencing this issue for the last couple of days. Scheduled reports that are formatted as tables when running them within Zoho CRM, are being emailed in a list format. I've checked the scheduled report settings and there have been no changes, any idea what is causing the issue or how to rectify? This has started happening with two different Zoho accounts. Cheers Ari
What time zone does Report Scheduler use?
Time zone of the report scheduler? Time zone of each user? I could schedule a test to find out, but why not either mention the time zone next to the time, or even better: have a drop-down so the user can choose. This is especially useful for admins of geographically dispersed users.
Lead Data Sharing Settings
The manual describes the oportunity to set the lead permission to: private public read only public/read/write/delete https://www.zoho.com/crm/help/security/data-sharing-rules.html But in my dialog i have only the option between: private public read / write / delete I use zoho in german.
change company of contact person in a task
I have added a task to someone that I met. Later I attach this person to a company. But the task is still connected to the person and the related to field is empty. Example: I create a task for Mr Jones. I don't know which company Mr Jones works for. A week later I create company ACME and add Mr Jones to it. When I view the task, it is still connected to Mr Jones, but the related field is empty although it should show company ACME.
Issues with Iphone App and uploading files
I want to give you some feedback about the new zoho crm app. When I upload a file to zoho crm app, it doesn't not GROUP potentials by closing date like it used to. Also, when a file is being uploaded, there is no status bar near the file so I can't see if it has finished uploading or not
Product commission based on price catalog?
Hello, Is there any way to have a different commission for a product depending on the price catalog selected? We have a set of products which we get less or more commission depending the price we manage to sell them at. It would be nice to have that reflected
Connecting Google Drive folder with an individual record
Hi, our business process involves customers filling out an online form and attaching files to it. We already know that we can integrate Jotform with both Zoho CRM and Google Drive and thus get the data to CRM and the attachments to Google Drive. What we need is a solution to connect those attachments with the respective customer's records so that the files essentially remain in Google Drive, but they could be accessed via the record. What I mean is something similar that is already possible with
Custom Module
When you create a new section in a module and name it Primary Contact it changes it to Super Admin when you view a record - Just FYI. Thanks, Joe
Quote sums aren't accurate
One of my sales people produced a quote, and the sum isn't accurate. There is no discount applied, no tax. There are 3 items in the quote, and the total quote amount is off by a seemingly random $27. Any ideas? Never seen this before.
All Mail sent goes to SPAM (gmail and hotmail)
Hi, I use email templates to send price estimates to my leads. But recently all mail that is send via zoho goes to spam for gmail and hotmail users maybe others as well I use Google apps for my mail system and have v=spf1 include:_spf.google.com ~all and v=spf1 mx include:zoho.com ~all in my DNS but all still goes to SPAM If i send the exact same mail not using ZOHO it does NOT go to spam. What can i do please help.
Column Width - serious thing here....
When I'm looking at my Accounts or Leads, I have several Columns with different widths and the system determines the width by its Field Name. P.e. Name | Customer ID | Last Services Adjudication Date | Services Type ------------------------------------------------------------------------------------------ John........ |...1..............|...10/10/2007.............................| Normal Steven......|..................|..................................................| Robertson..|.................|.................................................|
How can I use Zoho to create a referral system
Hi, I am launching a web platform and I would like to encourage my customers to refer my platform to their friends. How can I use Zoho to encourage that ? and if Zoho does not handle that kind of system, which system could I use to do it ? Many thanks in advance
reports on notes
It shoul very interesting to can make reports on the notes. We use notes to add the calls and interventions that we do with the customers. I want to have a reports of all the latest notes that has been make so I can see what the employees has done Luc Huyghe
Email Invitations
When I accept an email invite - it does not show up in my calendar?
CRM Form and Auto-Responder
Which CRM edition allows for a form to result in an auto-responder that you can affix an attachment to? I need my auto-responder to send a document to the person who completes the form. My current form does require the mandatory fields to be completed before the submit button be completed however, you can put any bogus thing in those fields and the submit button will work. This is resulting in junk being filtered into my leads.
Reports not showing all records
I generated a report having Accounts as my main module and then Contacts as the related one. I have more than 2000 records for my Accounts, and have more than 7000 for my contacts. Now, when I run the report I can't seem to see all of them. I know that the page only displays 2000 records per page, but when I go to the next page, it does not display anything. I haven't set any filters, and I have also tried displaying only the Account Name and then the Full Name field for my contacts, but still to
Can we apply restrictions on New and Edit default buttons in zoho crm?
Hi, I am working on a project in which I am managing inventory of products by adding/subtracting the quantity ordered from total quantity of Products and on the basis of Status of product. I have made two custom buttons New Quotation and Edit Quotation and I am handling my tasks from custom API using PHP. Now I want to restrict to user, that he/she use only my custom buttons, not the default New and Edit buttons. I have tried to do this by removing permissions of Edit, Create from Setup/Roles,
How can i export relatinship tabla products--contacts?
I need to export the relationship table product-contacs, in order to see all the products asociated with each client Thanks!
Associate multiple accounts for one potential
Hi, is there a way to associate multiple accounts to one potential?
Create email campaign
I'm trying to follow the instructions at the page https://www.zoho.com/campaigns/help/create-campaign.html in order to create my first email campaign but I get stuck at the first step: To create a new campaign,Click the Email campaigns tab (next to the Home tab), and then click Create Email Campaign or Click the Home tab --> Getting Started --> Create Email Campaign I can't find any "Email campaigns" tab in the top tabs (grey bar I guess) and I can't find any "Create Email Campaign" in the home page.
Searching
How can i search on adres, postal code, or date?
getting back onto enterprise trial
Hi guys & girls, I may have acidentally changed my trial package on zoho crm from enterprise. is there any way i can change it back so i can use the enterprise package whilst the trial is still running, as if it works for our company then we will continue with the enterprise license. many thanks Andy
Importing leads
Hi, I have tried import 1500 leads onto Zoho using the trial version. However the records count does not go beyond 394. Please help
Close trial CRM accounts, but retain email adresses
Hi, I have setup an organisation with Zoho and created multiple email accounts. I have just started setting up an organisational CRM and invited all the organisation members. I have since discovered that 2 users have inadvertently opened and become the admin for their own trial version of CRM. Because of this they are unable to accept my invite to the organisational CRM. How do I cancel the trial versions, so that they can accept my invite? I do not want to have to change the email address of the
Cannot change dates on reports in chrome
I cannot change dates when running reports by sales by month etc in chrome. You also cannot type in any date fields.
How to make it so users only have access to their own clients.
Can anyone help please. Due to data protection I need to make it so each user only has access to their own clients with managers having access to all clients.
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