Clear Potentials
We are a seasonally based business, looking to grow our non-peak relationships. Our Potentials view is quite cluttered, if we delete the closed potentials, will this erase them from our reporting? how how we streamline our view so that only active potentials show, without losing the reporting capability?
initial set up
Greetings Good Evening i would like to set up the service in this way install a data list mass email data list receive email and telephone calls via a hosted Voip call email and telephone leads to complete an initial document and book meeting in 2 days to meet them to complete main document record book date of meeting record completion of meeting record completion of work record sending work for checking record receiving work record email of work for checking with client record email of work signed
Problems with workflow e-mails
Is anyone else having a problem generating workflow e-mails? Several of our automated e-mails are failing to send right now.
I can not see all the Account and Contact information
Hello, I am using Zoho CRM Free edition. When I open an specific Account or Contact, it does not appear all the details and information related to that record, such as Notes, Activities, Potentials.... Still's "Loading" and nothing happens. Please, see attached image. Thank you
Problems on saving new tasks on Contact Panel
Hello, I'm using Zoho CRM Free Edition. When I create a new task via the Contact panel, and do "Save" nothing happens. Then, I do a refresh on the page and see that the task was created and recorded.... How can I overcome this problem? Thank you.
Break the link from Zoho CRM to old Outlook email
Hi, How do I break the link from Zoho CRM to old Outlook email?
Private vs Public Data in Free Version
It seems that all data is private in the Free version, if this is so there is NO USE for the CRM. Please help. Is there a way to make all data Public? Many Thanks Grant
Telephone number format
Hello! I'm using Portugal portuguese as language on the CRM. We use 9 digit to phone number. I want the telephone number to be displayed with the 9 digits in full without parenthesis. Now it is being displayed like this (22222)-4444, I want it to appear like 222224444 I've been around on settings but I can not find where to do the change. Thank you.
URGENT!! no notes can be saved in leads or contacts.
when trying to save notes the page comes up and looks like the attached image. when we refresh the note is not saved. we need to have this fixed urgently.
Can't add new activities on CRM
It comes the following pop up: Sorry,you have reached the maximum limit in your current edition. How can we solve this?
Most effective, automatic way to input various details to fall under one umbrella?
** QUESTION: what is the most effective, automatic way to input all of these details so that they are all tied together? One seamless way to all be under one; show in my calendar, send alerts, be associated with each teacher, the organization, and contact? ** SCENARIO: The organization is XYZ, my contact is Jill. Christine teaches yoga every Tuesday,and Stefanie teaches boot camp every Wednesday for 12 weeks. Plus, a few more events with that one organization/ contact. I invoice the contact, and
List Price in quote
Help When generating a quote my Products Unit cost is being displayed under list price rather than the sales price? Additionally all my products have been set up to include tax and the tax column next to each individual product is showing zero. Thanks
Google mail integration
Hi, we would like to use Google mail in ZOHO. Are the emails cached in ZOHO servers? Best Inken
Issue Zoho CRM API record association
Hi I hope you are doing well We are implementing ZOHO CRM API to post data from our 570easi.com to ZOHO CRM modules. We have created Module (CustomModule1). We want to make relationship(association) between CustomModule1 record to Contacts module record. For that purpose we have created field in CustomModule1 with label = Contact Type of inquiry = contacts We are making request with following xml <CustomModule1>
<row no="1">
<FL val="Opportunité concernée">48701-Part-Immo-n°1</FL>
<FL
General email for every new lead
Hi, Is there any way that a rule can be set up in Zoho CRM so that every time I create a new lead/contact a general, introductory email is sent out to them?
Update customModule1 when Lead is converted
Hi, I've created a new module (wishes) which is related (*:1) to a Lead or Account. On the Wish module, I've added 2 lookup fields for Leads and Accounts to set this up. Scenario: I want to convert a Lead into an Account (and Contact). On the related Wish module, the lookup field Lead info should be transferred to the lookup field Account. Is this possible? If yes, is it possible to automate this within the process started when the [convert] button is clicked? Thanks in advance for looking into this.
Unable to save in Sheet View
Hello again, We are unable to save our CSV in sheet view, the save button does not seem to work, and we do not get a CSV file to use. Any help would be appreciated. Thanks, Adam
Merge field in email template not working
When using an email template, the field name (i.e. ${Contacts.First Name}) is being inserted into the email and not the data associated with the field. As an example, I have created a test contact record with first name Test and last name Contact. I then created an email template called Test Email Template using Contact records. From my test contact record, I choose 'Send email' and then 'Test Email Template' from the drop down box. Instead of Hi Test, the email says Hi ${Contacts.First Name}. Am
Addittional (extra) column on field "Orders" on contractor page
Hello, I need add one column on field "Orders" on page contractor (highlighted red on below picture). Expect columns: "Subject", "Order Reason", "Status" I need also column "ZO number". In which way can I make this? Thanks in advance for help!
Email from Zoho logging in my sent items in my email
Hi, I need alittle help, I am just getting my head around Zoho CRM and I want to use the send email from the leads and contacts but when I use it it logs in the contact history but it does not log in my sent items in my email. Also I want to be able to pull an email's sent report from Zoho but can not figure out how to do it. I am currently using the free version if this make any difference. Thank you! Clare
Long term events don't populate every day they are happening, and don't show up at all on Zoho CRM apps
I have a dog care business, and we use the events function instead of Google Calendar now as we migrate to Zoho CRM from other tools. We like some features, but are having a major issue. We offer dog sitting, so our schedule includes events that may last days or weeks at a time. These events have a start date and time, and an end date and time. We are having two issues. One, although the long term events show up in the calendar view inside the CRM online, these events do not populate in the list
Web form leads going into a black hole!
Hi, I've created a web form which was working initially. Stupid me decided to get fancy and attempt to have the system send a new Lead email to our sales person (myself for testing at present) and it now doesn't even receive leads. Our site is hosted with Wix whilst we get a permanent website created. Tested out initially without any problem and I'm not sure what's wrong. Any ideas of things to look for? I really need to get this fixed as our website is live and is our main channel for enquiries.
New CRM Edition Pricing?
Hello, Just confirming, will the pricing model change because we are currently on the "Old Professional" subscription plan? At the end of the financial year will we remain on this plan, become "New Standard" plan or "New Professional"? I saw somewhere it said 'time is running out'. Can you please explain as soon as possible. Thanks.
Import Leads
Hi, I'm trying to import leads from excel sheet as usual. in matching field part when trying to select a specific field it shows a sentence with all fields available on the excel sheet rather than select from list, then unable to select specific field..Thnkx
Office 365 all features both cloud and desktop - Got to Get with the program!
This is crap! You don't want to accept the fact that you have to make this user friendly with Microsoft, any program with microsoft. You get this to work with activsync and other Microsoft and make the procedure to connect very clear and we will move 1000 employees to Zoho. Is that simple. Your responses are shallow on purpose and you don't want to accept that microsoft rules and will always be the base for our emails and contacts. No Zoho is great but and we want what you have but it is not great
How do I change data entered into ZOHO crm accounts into a contact?
Before I understood how the zoho crm worked i added data into the crm but now I have realised that some contacts have been entered as accounts. How to I switch the data over to contacts?
Speed of email fetch
Does anyone have any input on how to get the zoho email fetch rate to be faster?? We have had Zoho for over two years now and I have had it with our slow Zoho email fetch rate. If I watch how long it takes for email to hit my zoho vs. my gmail account it can be up to 10 minutes later. Our customers are always sending us files during phone conversations that they want us to look at. We cannot rely on Zoho for this important element in our sales cycle. If I cannot get meaningful improvement on this
Syncing problems on multiple devices
I am having problems with the notes I enter for client details syncing on all the devices. It shows up online when I log in but only on one iPad device and not both.
product tree
Hi, How can I create a product tree with the different products of our company? I want to make product categories and subcategories. Is that possible? Thanks
Turn Off Big Deal Alert
Hi There, I am trying to figure out how to turn off "Big Deal" alert. I have no idea how to turn this off, and whenever I close a deal over 5K it sends an email out to everyone on the team. Pls Help.
Potentials Matrix report totals don't match up with summary report
I created a matrix report comparing Potential Owner with Stage (Stage History). This gives me a great snap shot of where our sales team stands. In order to validate the totals I created a separate summary report on Potentials. I am grouping by Stage(Stage History). For both reports I created a filter date where "Potential Last Activity Time" is set to "Last Week". If I look at one particular BDM, in the matrix report I get a total of 53 records. In my potential report I get a total of 71 records.
Match an existing Offer to a Potential
How can I add an offer that I've already done to an existing Potential....???
Dialing from VoIP phone
Hi, I would like to be able to click a phone number from within a Zoho CRM record and have that call made with my VoIP phone. I use Counterpath eyeBeam 1.5.20.2 as my VoIP softphone. How can I do this? Thank you.
Search - Fields
Am I able to exclude certain fields from the search index?
Zoho CRM Email Module
I use Zoho CRM for my business and I make frequent use of the mail portal from within the leads/contacts window to communicate with leads and contacts. I have two different email addresses that I use for my business but I'm able to have only one enabled at a time for Zoho CRM. If I forward the emails from the one address to the other that I have enabled on my account will those start showing up in the email portal?
how to export complete module in zoho crm
hi, i want to move complete module customization (including new custom fields and data ) from one zoho crm instance to another zoho crm instance. is this possible in zoho crm.if yes then plz let me know us many of thanks Regard: Faizan sattar
Numeric format thousand and decimals separator (europe style)
Hi. We are in spain and need to change the numeric format to european style (thousands separated with dots and decimals with comas). I can't understand how it does not automatically change. Thanks
Problem with Potentials, Quotes and Invoices
We need to have all currency formatted in European Style, 14.256,00 € or EUR 14.256,00. This means, we need to exchange Decimal separator and Thousands separator for being able to issue invoices in Euro format and it would be great if we can have an espace between the currency Symbol and the figure. Is this possible? BRegards
Search problem/bug
I have a user who can view a Potential if he goes to the Potentials tab, but from the Home tab (or any other tab), if he uses the Search function at the top of the screen, the search results come back with "No matching record(s) found..." help?
Sharing a Potential with another user when the Module is set to private
I would like to use Territory management to share Potentials with other users where the data sharing is private. I created a Territory name for each User (using their name) and used a picklist of users in the Opportunity and a Territoty Rule to assign an additional user to the User's Territory. Unfortunately my Potentials do not have an associated Accounts. It appears Territory Management does not work for Potentials with no associated Accounts. Anyone any ideas how a user can make a Potential
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