How do I associate only specific emails with a potential?
Hi, How do I associate only specific emails with a potential? Right now it seems the way zoho crm works is once email is setup, if you kick on a potential, you will see every communication between the primary contact and you. What if that primary contact is involved with 3-4 projects. I really don't want to see every email correspondence? Cheers, Michael
CRM not stripping out CSS Styles!
Your CRM strips out CSS styles and you can add inline styles to each HTML element - BUT you cannot ad scalable responsive coding inline and in order for email templates to be mobile friendly, the CRM must have allow this tag! You need to fix this as other CRM like sales force allow this and you want Zoho to be on the cutting edge don't you?
Google apps
I have started a trial of Zoho because of its alleged integration with Google Apps. So far not very encouraging. I have added Zoho from the Google marketplace and that brought me to the ZOHO UI. But there is nothing from Google apps showing there. No contacts or activities. I have had a look in the forum and tried what is suggested there. There is no "apply google apps" option on my home page and nothing in the Apps set up page either. Already this is taking way too long to configure. Is there a
Associate a contact at Parent Account directly with a Member Account itself?
Is there any way to associate a contact at a parent account directly with a member account? This really comes into play when dealing with marketing agencies with several employees who handle several accounts. For example, let's say I want to find the agency contact for Starbucks, so I search "Starbucks". I see Spark and click that. Spark is the parent account for Starbucks - perfect. Except who do I contact at Spark? Who handles the Starbucks account? I see 15 different Related Contacts. It
Use another e-mail as "send from" in leads template
I can only use my registered, personal e-mail as "send from" when sending e-mails to leads. I would need to use the company's "info@" as sender, but I cannot find out how to do this. Can anyone help point me in the right direction here?
Logo on Invoice
Hello, i put my own logo in the CRM and when i do Invoice it shows it. But the quality of it is very bad, how can i put a good logo to print the paper and get good quality ? Actually i am pixelizied. Thanks and sorry for my english.
Tax amount in potential
Can I change the tax amount in the expected revenue field?
Using a blank date field as part of a custom formula field
I would like to use a date field in the calculation of a custom formula field. The field will be included in a in Zoho CRM module. The date field may sometimes be blank. If the field is blank I want to return 'true', if not then return 'false' The following formula doesnt work but will hopefully illustrate what im trying to achieve If(${Products.8. Position not proceeding}) = null,'a','b') Thanks in advance
Lead source Field
I would like the Lead Source field in Leads to carry over to Accounts when converted. How do I do this?
Reports Zoho CRM
Hello, In my CRM i can take Report from Contacts & Campaigns but i download the APP from Google Play and i cant take and not see any report. How can i see report in the APP ? Its possible ? Sorry for my bad inglish.
Batch changing a value
is there a feature that will make me change a value that was entered. I want to remove the caracter # that was entered in a value of field in the task module. Ex. we have text field values that was entered as so. #Model;423423444 I wahnt to batch remove only the # and leave the rest of the field value intact.
Importing
When importing leads do they automatically get scrubbed against what is already in the database so I do not have duplicates?
widget filter problem
In Dashboard filter My scheduled call today + calls due It's not working , does not show the calls due .. only the calls of the day There is how to solve this ?
When entering a new Contact for an existing account, the address and tel# for the account should default.
When entering a new Contact for an existing account, the address and tel# for the account should default. This is a design flaw as other CRMs try and minimize entering like data.
Why aren't contact names hyperlinked in audit log?
Why aren't contacts hyperlinked in audit log for "sent an email to" entries?
Automatically fill out the address info when creating a Sales Order
When creating a sales order, you have to select the account. Why is the address information not copied automatically into the address fields of the sales order ? Or how can this be done ? Thanks, Peter
Audit Log not exporting all dates
Hi, I have exported the audit log this morning (11 March) however it is only showing me entries up to the 8 March. The audit log in Zoho is showing entries right up to now so there seems to be a problem with the export. Is this is a bug? Many thanks, Suzanne
Can I increase the attachments?
I am looking for a way to increase the attachments under accounts. I see I can only attach 20MB, but I have a file that are larger, how can I fix this? I also have a paid account, less than 1 day old though.
New Google Apps users cannot accept invitation and sign into Zoho CRM
I have already spoken via Chat to Support, but here's the situation: We use Google Apps We have Zoho CRM I added 2 new staff yesterday, and sent them invites from Zoho They open their email invitation and click the link to Join They get to a page with a blue Accept Invite button They click the button, the page simply reloads with the same button They are unable to progress, and thus cannot access Zoho The issue has been present for 2 days to my knowledge. On Chat I am now told "I am sorry, but there
No Live Chat Available!
Since we upgraded our Live Chat button has disappeared, please advise.
Recovery deleted entries ?
We deleted some people in our lead funnel on mobile app. Can we recovery this?
Look Ups - How do I pull in additional Contact data into a custom object?
Hi, I've created a custom object for creating project case studies. (this is linked to a Zoho Survey - but that's another story). When I create a new Case Study I have a look up field that populates the Name of the Project from the Opportunity object (creating the relationship). I have another look up field that allows me to select a contact name to associate with the Case Study. I can't work out how to automatically pull back the email and mobile phone data related to the Contact. Any help would
ZoHo Estimates
Out of no where in Zoho my newly created estimates are automatically being marked as Sent. I am creating a new opportunity and opening up the newly generated estimate to edit and finding that the estimate is already marked as 'Sent'. This is a problem as we invoice internally of all 'Accepted' estimates. Also, once something is marked as 'Accepted' in ZoHo Books we can not change the status backwards to either Draft or Sent. Has anyone else experienced this, can someone let me know how to get
Connection SAP ECC rel 6.0 with ZoHo CRM
Hello, is there anybody who has successfully connected SAP ECC 6.0 with ZoHo CRM? I just want to match experience of one specific topics related to the representation like the folliwing example Ex. Customer 100 opened in several sales area Sales area 1 , point of sale1 ---> followed by Agent 1 of the company Sales area 2 , point of sale1 ----> followed by Agent 2 of the company Agent 1 and 2 are part of sales organization of the company that we want to epresent in Zoho Agent 1 linked
Ensuring that new lead "companies" are always also registered "accounts"
Hello Zoho users & team, I'm a Zoho newbie, trying to set up the system for my B2B startup. I've successfully created my first client account / company and my first lead within that company - however, the two do not seem to be automatically linked. How do I customise zoho to ensure that a new lead must always be associated with an existing account (i.e. that a sales rep should input account info before an associated lead for that account company can be created)? Cheers Rob
Today's Activities(custom view)
Hi How do we have a view for today's calls made in activities? I see a view called Today's events but not Today's calls.
Unable to process your request - Zoho CRM "Join Now" Email Error
Hi, Trying to setup additional users, on clicking on their email "Join Now" link they are getting the below error: "Unable to process your request" Any help would be appreciated. Kind regards, Catherine
Consultant Needed
I am looking for a consultant for training and setting up a few custom modules for Zoho CRM. Marion Smith 813-438-0186.
Security issue
We have users that can see other user's data if they go into reports and do a custom report for notes. Zoho, please pm me so I cant give you the specifics.
Adding Contact To Account not working?
Hi, When I try to add a contact to an account, by going to half way down the Account page -> Contacts -> New it will create the contact but not associate it with the account. The account still shows no contacts but the contact appears under Contacts tab. However, on the Accounts Page -> Contacts, A red arrow appears for a few seconds, then fades out... Any Ideas? Cheers
Create Contact for Account Not WORKING?
Hi, When I go to an Account page, halfway down there is contacts, but it will not let me create a contact for the account. If you click "New Contact" from the Accounts page, it will create the contact if you look for it under the Cont5acts Tab, but the Account still shows no contact. Immediately after you create the new contact, it redirects back to the account page, and a red arrow appears for a few seconds next to the Contact Section. Any idea what that means and how to fix it? Cheers.
Problems with task views
Hi, Recently I started using Zoho. I have imported leads and made tasks. In order to see my activities I click on the activity menu and select a predefined view, such as mijn current tasks. The problem is that there is a column 'related to' with my contact person name in it. However, when I hover over the name a pop up appears showing a different name and contact details. When I click on the name in the column it links to the contact person of the pop up instead of the contact person shown in the
Invitation to join: client Users
Dear Sir, Re : Invitation to join: client Users 1. Seva Sadan Trust has upgraded and subscribed for one month from trial users email i.e. sevasadantrusttrg @gmail.com & sevasadantraining@ gmail.com. 2. we have subscribe from our e mail ID. sevasadantrusttrg @gmail.com.. 3. We have opted ( 1 +3 ) 1 Admin users and 3 Client Users . 4. We have send invitation to E mail ID : sevasadantraining@ gmail.com. as client users , but by this email is unable to login . 3 You are requested to
Zoho CRM can't hidden Unit price whit sale man
Dear all, I'm use zoho CRM pro editor for my company. We need use module Inventorry for 1 admin and 5 sales-man. I create P.O with Unit Price is 842580 VND(E.g), then create Price Book with 989000 VND for Sales. I'm sure hidden Unit Price for Sale and them can't see. But when sale create SalesOrders, in Product details -> add product, sales can see unit price is 842580 VND (attach file) When choise products, unit price show in List price. If i pick Price book 989000 VND, them can see Unit Price and
CRM email templates problem
I have created email templates in CRM, but they wont load on my CRM email...frustrating, can some one please help?
How to add products to do quotes?
Hello . . . I used to use Zoho e-mail some years ago. Then I was a way from it for quite a while, but now I have a new business and am jus getting started with Zoho CRM. I've watched several YouTube tutorials and read some of the online content to get a better understanding of how I can use it. I'm trying to add products to be able to write quotes and generate invoices but I can't find where you do that. I saw online where it says "Entering data in the product details form: You can manually
Bulk Conversion
Is there a way to bulk convert leads?
BCC Dropbox
I have setup BCC Dropbox on my Estimating & quoting system. The email address comes thru as a Lead but the actual email isn't attached. I set it up as a contact and tried to resend the email but it still dosn't show up anyone got any ideas ? regards Ian
Google Calendar - Events
Hi I wanted to clarify something, i set up our crm 2 years ago and dont remember how i did this. We use 1 google calendar account for 2 users for booking appointments the other user has this google calendar set up on his iphone so any events/appointments will show up on his phone regardless he never sets up his own tasks or events etc only i do this on my zoho user/account I wanted to separate the two user google accounts as i wish to switch from creating task/reminders to setting event reminder
Support of non-English characters (e.g. ščěřž) when exp
Dear colleagues from Zoho, I found your CRM software very interesting for use in my organisation. Nevertheless I could not find a way to export contact details from your database with correct Czech characters. Could you please help? Many thanks Petr Petr
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