Add Users
I can not add more users because it will not let me put a role in the space required.
HTML editor
The HTML editor requires major surgery that underpins the customisation of invoices, sales order etc. The real solution is to take the basics and put it in a real editor and place it back. Anyway in trying to customise an invoice it only produces one product line rather than multiple product lines and the code is identical to another template that achieves this. very ordinary and very frustrating.
Visibility into hourly and daily limits
Zoho has limits on email alerts, workflow actions, custom functions and other actions but there is no way to see how many you have incurred for the day or hour. Please add the ability to see into my actions limits. It is very restricting to business to not have that information.
Unable to see several accounts notes
Dear Sir or Madam, please check the image below as I can't see the notes in several accounts because is written (for more than 24hours) undefined Loading...
Archive contacts when account is archived
When a company goes out of business or gets acquired we mark it as inactive so that it will no longer appear in our lists. When I do this I'd like all the contacts associated with it to also be marked inactive (but I do not want the association to go the other way, i.e. marking a contact inactive should not make the account inactive). I need the contacts to be marked inactive so that they don't get synced with Zoho Campaigns for marketing purposes. I've tried to setup a workflow rule, but I'm
customer mailing list
I have created a list under "accounts" of active customers from a field that identify who is a customer so that I can send email to that list. However I need to create a list of the customer *contacts* so that I can send mass mailing to this group. Under "contact" I don't have the field that allows me to select who are the active customers, it is only under "accounts". How do I then create the "contacts" list of active customers? Thank you much.
Zoho CRM Android App Error in Tasks
I created a filter that removes tasks that have a status of "Completed". It work perfectly in the desktop version, on the mobile version it shows the check box next to the task item completed check but it still shows up on the screen. It should be filtering out completed task according to the filter that i created. Please fix this error asap. thanks!
How can I export my leads to excel?
Any help?
Where is the support portal for logging tickets?
Hey there, Can someone tell me why there is no support portal for Zoho CRM users anymore? I know they have the live chat - bur frequently nobody answers, or they don't have the answer. And then there is no way to track progress on problems I've reported. Very strange, when Zoho offers a support package to the end user, they don't have one for their own users. Thanks Zakaria
IS thera a customer Portal feature in ZOHO
Hi Team, Do we have a customer portal feature in ZOHO where customers can access their pertinent data such as: purchase order status, complaint or inquiry status, statement of account, loyalty reward status, referral incentive status, etc. Please provide the update. Thanks, Santosh.
Formula: Represent the first four digits with a name
Hi, I have a phone number field that has eleven digits. Overtime my customer are placing their number I want a formula field to display what phone network it is. There are two phone networks. For example the number 0917-999-9090 will show Globe Network. Since all numbers starting in 0917 is Globe Network. And for the number starting in 0928 will show Smart Networkk
Contact notes from another user in CRM are now listed as my notes
Dear Zoho CRM Team, All of a sudden several notes from another user are now listed as my notes. Is there anyway to update who the contact notes owner is? Has any one else notice this issue? Thank you, Thomas Pursifull
Multiple lists independent of each other
We are a non profit organization and need to have two lists independent of each other under a single account. For insatnce we would have a list of potential sponsors and another list of various centers we reach out to. Both these lists serve a different purpose. Can we achieve this? If so how please? Thanks
How do i change positions of users after restructure the job descriptions
Hi, We went through a little restructure in the organization, but how do i adjust the job positions of the different people involved.This is also involving different management structure. Regards Rene
Multiple trial accounts
During my trial phase i've set up two Zoho accounts. One via @networkpathway, my work email - used this one to test Mail only, which i'm not continueing to use One via @gmail, my personal email - this one contains all the CRM data I've used the CRM lots via the Gmail account and want to go to the paid version. Will there be a problem if i convert the Gmail account to paid version and then reassign it to @networkpathway? I'm fearful that, because the @netowrkpathway email has an account already, it
Linking Zoho Doc and CRM
Is it possible to link Zoho doc with zoho crm. Because, we will update the lead information in the zoho spreadsheet which has to be imported in the zoho crm automatically.
how to recover in Zoho a file downloaded from a web form?
In a web form,i'ts possible to download a file. Where and how to recover the file submitted by the web contact ? Thand you for your answers
How to set up post purchase emails from my Amazon account?
Hi everyone, I'm trying to set up a simple email autoresponder to customers that purchase my products on Amazon. Can any one help me figure out how to set this up within Amazon? Thank you in advance... Kevin
No Opportunities within Leads?
Hi all, why is it not possible to add opportunities to leads? It seems only to be possible to have opportunities within contacts. Why? I think that especially within the lead phases, it is essential to be able to categorize/cluster the leads and their opportunities. Thx in advance & greetings, Gabriel
Price Book - 2016 02 19
For the items listed which is a long running item, we will have a different price from different suppliers from time to time, which, the current price book method does not provide a DATE for ref, is there a method to list the Date for the price listed, please advise.
Where is the Notes module?
I am trying to find the Notes module in Zoho CRM. When I go to Customization => Search Layout, the Notes module is available in the Select Module drop down with the following fields. More specifically, I want to know where the Notes Title field is:
How do I make my accounts or contacts PRIVATE - so employees dont see them?
How do I make my accounts or contacts PRIVATE - so employees don't see them? I would like to add Vendors to my account but I DO NOT WANT MY EMPLOYEES TO SEE THEM. is there a way to mark them private so no one else can see them? Thanks Christine
Quick capture of a contact's "contact" info
As an ACT user, I could pull up a contact, click my cursor into the contact's name field, then click CTL-C on my keyboard, the Windows shortcut for "Copy." This action copied the name, title, company, address line 1, address line 2, City, ST, Zip, Phone, Mobile, and email address to the Windows clipboard. All those fields at one time with just the one CTL-C click. I could paste this set of info into any document, for example an email to someone asking them to get in touch with my contact. Sooo easy!
Can automated update of a field trigger another rule?
..if the rules are for different modules? For example, when a task is completed the rule will tick a box in a potential card and it works. However, the other rule should be triggered by this update and send an email to the customer and it does not work. If I manually update the field, the rule is triggered but not if the other rule has updated the field. What am I missing here?
How to trigger workflow/Custom function on adding Line-Items/products in Quote module?
Hi, I am working on ZOHO CRM and currently want to handle Inventory and want to make some limitations/checks on Quote module i.e. on adding line-items in Quote module records. I have many products in Product module and there is also a field Quantity. Now I want to restrict the user, if Quantity field's value is zero, then user could not add the product in quote. Or if a product has been sold out, it could not be added in quotation again / or could not shown in products that are to be sold. Is there
Is Zoho CRM/Mail not workng this morning?
I was using Zoho Mail this morning and it became unresponsive around 7:15 EST. Zoho CRM is not responding either. I certainly hope they aren't updating the system on a Monday morning...!
Lookup products
I have created a module showing products and serial numbers with Purchase dates to be shown by account - im struggling to find a way to make the 'product owned' field (user) utilise the product listings - it only allows me to create new fields not use existing - or am i missing something?
Import into Contacts from XLS
I have been trying to import into CONTACTS from an XLSX file. It keeps failing saying I have over 5000 rows!!!!!!! How do you indicate the number of rows to the Import engine? BTW I changed it to a CSV, and it said I had over 20,000 records. AND I tried to use the MIGRATE function, this "worked" but said I had Total records in file65469!. There was only ONE row with data. And it skipped that because I had the Account Name wrong.
Increase workflows per module
Hi Support, We're changing our business and to keep running on Zoho I will need to remove the limit on workflows per modue. I think I need about 80. We are on enterprise license. Is this something you would consider? Thanks Nick
Field width
How do I make a field wider? I need a double width description field in one of my modules but only seem to be able to create a single width field.
View layout as a different category of user
I'm the administrator for Zoho CRM at my organization, and there are a number of fields I don't show to some categories of users, but when I'm adjusting page layouts, it would be helpful to be able to toggle somehow to "See this page as a 'Staff User'" or as a Manager or whatever future category I set up. Is this possible in some way I'm not seeing?
Insufficient Privileges
I am the admin for my Zoho CRM account. Starting a few days ago, upon clicking on events I often receive a pop-up message that I have "insufficient privileges" to view MY event, and I am the administrator. What is going on and why is no one else complaining about this in the forum?
Check Spelling
When I write an email I use usually the spell check . But now there check hang for hours and wil not ending ... what can I do ? Tahnks Rolf
Reports in CRM just shows amounts in base currency
The potentials reports only show amount fields in the base currency.. in my case (MXN) ... but I need them to show in the currency they were created in the system (USD)... If they appear in the View screens correctly why cant they print out the same in reports??? How can this be a multi-currency system if I cant print in a different currency??
How do you create a non-activity report?
We need a report that will give us a red flag for opportunities that have not had a touch point in the last 30 days. We want a report on an opportunity that does not have task, call or event in the last 30 days. Anyone have something that works for them?
DELETE CRM ACCOUNT
How to delete my CRM account, please note that I am the only user acting as SUper Admin
When selling to people and NOT companies
Has anyone had success setting up Zoho when selling to individual people and not companies ? We are a small law firm working with individuals and find it difficult to remove the company fields and have the account and the potential be automatically the lead name. Please share your experience. Thank You
Zoho CRM Documents
Hi, I'm using Zoho CRM and the documents tab for storing all documents. I create a folder in documents relating to the potential I have logged. Within the potential itself, under the attachments section I used to be able to select attachments from Documents or Desktop but for some reason the Documents option has disappeared and I can only attach from the desktop. Any thoughts ? Kind Regards MattP
Cannot configure email in Zoho CRM
I am unable to configure email to work inside Zoho CRM. I watched this demo video: https://www.zoho.com/crm/lp/demo3.html I am following these instructions: https://www.zoho.com/crm/help/zoho-mail/configure-zoho-mail-add-on.html#Set_up_Mail_Account_(POP) On this page, while logged into Zoho CRM: https://crm.zoho.com/crm/ShowSetup.do?tab=personal&subTab=emailSettings&action=zmail I see this: When I click the "Configure now" button, nothing happens. How do I integrate Zoho CRM with email as explained
Why can I search in the Lead column, but not on the Lead_ID column of CustomModule1?
I've created a CustomModule1 with a Lookup field for Leads. Successfully, I've added a record. This is the request URL: https://crm.zoho.com/crm/private/xml/CustomModule1/searchRecords?authtoken=WORKING_KEY&scope=crmapi&criteria=(Lead_ID:1820378000000097468) When I use the API method searchRecords, I get an error: 4832: API call cannot be completed as the Criteria parameter contains empty field name. For testing purposes, I changed the Lead_ID to 'fewgd'. It returns the same error. When I change
Next Page