Transferring events to another user
I recently transferred a number of accounts between two users. Unfortunately, the new user cannot see the events tied to the accounts they were transferred because of the way our sharing rules are set up (the events were owned by the old user). Is there any way to allow the new user to see the events only on the accounts that were transferred to them, without creating a company-wide rule allowing event sharing access? If there was a way to select the events for only the accounts I transferred, and
Converting mulitple Leads to existing Accounts
We need to convert multiple leads to existing Accounts (which we call Clients) - how do we do this without going into each Lead individually and converting one a lead-by-lead basis - can we convert by batch?
How many projects can I create the free account?
How many projects can I create the free account ?
Automate email marketing campaigns
How do we automate email marketing campaigns?
Zoho CRM Mail Magnet Problems
Is anyone having issues with the Mail Magnet ? I am currently having problems with a 3 user install where the Magnet works fine for 1 user but not for two others. I have had situations where, although mail does not show in the Magnet it does appear in the email related items for the contact and also instances where it does not appear under the contact - which is really bad news. In both cases where the Magnet fails and the emal does not appear under the contact, I know the email has been matched
Cross reference automation
I need to be able to cross reference the date of birth and name of a client, first and last when they fill in the form against the zoho database in CRM if wrong, automate a reply, its wrong and if right assign a task to a user Any ideas
exporting leads from Zoho CRM to Excel can I differentiate this export?
When exporting leads from Zoho CRM to Excel can I export not all the leads in the system, but differentiate this export by lead status, lead owner, etc.?
History
Is there a way to see all of the history activities without opening each individually?
Is there a way to fix a BCC email address as default?
Every email I send inside ZohoCRM I set a BCC address, which usually is of my marketing dpt, so, to avoid typing some email address every time, is there some config that allows to set a BCC address and use it as default into whole system when sending emails (or something else)?
ZoHo CRM Event Reminder Email NOT SENDING. PLEASE HELP ASAP!!
I am an administrator, and all of my potentials under my name have events set up. NONE OF THE EVENT REMINDER EMAILS ARE APPEARING IN MY INBOX. I have tried refreshing, checking my junk email, outbox, etc., and the result is the same: nothing. I have a Microsoft Outlook account as my email. PLEASE ADVISE ASAP on what must be done. Thanks. Andrew Woodhouse dw@managedlease.com 442-242-2995
Users to see admins leads in free addition
Hi We are a small organization and I would like the two other users to see my leads. I am set up as the Admin As of right now they cannot seem my lead. Is there a way I can change this on the free addition
Alert emails from Zoho CRM to Zoho users is not working
Hi guys, For some strange reason, no alert emails defined in the workflow sent from our ZohoCRM to our Zoho users is being received. This is happening only to emails sent to our specific domain addresses @grupoabstract.com. When we add personal Hotmail or Gmail email addresses to the alerts, these arrive ok, it is only happening with the domain address @grupoabstract.com. It is not a problem of the rule. I tried turning off our servers Firewall and IP Blocking, but the problem persists. It appears
Zoho Unsubscription Form Return URL
Hi there, I'm having a problem with this form. It works fine but once the submission to unsubscribe has been made this happens. The return url is showing in another window rather than redirecting to the home page. Can this be changed please? I would prefer to have this redirect to another page (not the home page). The website is created in Wix.
new data entry
How do you input data across all 3 fields for Lead, Contact and Account if the details are the same for each, without having to tediously input for each field separately? Please and thank you.
Problem creating a list in Leads
When I am creating a list in Zoho Leads and I put in multiple values in criteria like the attached, I get a different number of leads to when I enter the criteria values separately. This shouldn't happen?
Sales is not answering phone - please contact
916-990-6406
Attach email received from contact...
How can I attach past emails that Ive received in my corporate email from contacts in CRM... the ones I sent to them with the BBC dropbox are stored correctly in the contacts history... but I need a way to store the ones I receive from them. thanks!!
How do I share a new view in Leads with others in my organisation?
Hi, I am a new user to Zoho. I just created a new view under LEADS to use for myself. And realised that others in my team would benefit from the same view. Can someone please show me how to share this new view with others in my organisation who are also Zoho CRM users? Thanks, Zoe
BBC Dropbox for Potentials
Hi is there a way to have a BBC Dropbox for each potential so that emails about the potential and not the contact itself are stored in the specific Potential history?? Ive seen this feature in other CRMs and is really useful... Thanks!!!
Deleting Reports
I have a lot of Reports I need to delete - can I delete a number of Reports together or do I need to delete them one-by-one?
Changes to search layout not appearing
I am trying to make a change to the search layout for Leads so include a search on a custom field. I have followed the steps here https://crmkbase.zoho.com/link/how-to-customize-the-search-layout and whilst the changes save in the Setup page they do not appear as search fields on the Leads page Thank you
Where are Zoho Servers Located and Schrems v Data Protection Commissioner
Please advise where the data I eneter into zoho crm is held i.e. what is the location of your servers.
Connect the ZOH dialing function to my landline. How do I do that?
I use ZOHO from home and I want to connect the dialing function to my landline rather than it going direct via Skype etc. How do I do that?
New to Zoho
I am new to Zoho and trying to find the answer to this question... Can I create a note in a contact record and link the note to a specific Potential entry? Thank You.
Record count based on created month
Hi, I would like to suggest to add "created month or created quarter" as options for time based sorting of records. Example: I would like to create a report that would show me a record count with number of leads created month by month. In that way i could easily see if the number of leads created in my organisation is increasing or decreasing month by month. The same with contacts, potentials etc.... Currently i can only sort based in "created time". Kind regards, Bo Thygesen
Tracking Customers for training/coaching company
hi I have a training and coaching company. We are hired by different organisations to run training programs for them. Each employee gets individual coaching/training but they don't pay for it. The organisation pays for it. Lets say it costs $100.00 I'd like to get a solution where I can; Add students to the courses Pull reports based on who has completed the module or is in progress. Run a report for the organisation as to who has started/completed the course Has anyone experience of setting
Social Settings - Facebook
Hi, I am able to sync my social settings in Zoho Social, but for some reason when I try to add Facebook to my CRM, it is stuck Loading... ... ... ... Any ideas on how to get this fixed? Many thanks Rob
Enhancements in Social CRM, Module Customization and Automation!
We are pleased to announce the first bunch of CRM enhancements for the year! These include enhancements in Social CRM, automation and module customization. Read on to know what the updates are. Introducing Social Permissions Great news for social media marketing enthusiasts! Social CRM now gets its own Social Permissions section in the user profiles. “Social Admin” is a new permission, which when enabled, will allow a user to set up social media accounts and manage other user profiles that have
how can i back up Accounts , contacts and leads ?
how can i back up contacts and leads ? ore export all data to excel i use my contact data in many ways So i need it to be available in excel file
Export all data from Contacts Modul
Hey guys i need to export all my data of the contacts module to a csv file. I tried the Export via Setup --> Data Export but there only the standard fields are exported. I need all the fields. Can someone help me? Thanks in advance! Greetings Max
Attach documents from email into CRM account
Can Zoho Crm be set to automaticlly download and add an attachment to the designated account? Meaning if a client sends me an email with an attachment I want zoho to automatically load to said clients Attachment module under Account view.
Cannot delete Quotes
Hi, I am the super admin and am unable to delete any Leads, contacts, quotes or invoices. The delete button seems to not work. I tried to change one of the users settings by setting it so that they CANNOT delete any of the mentioned fields. When this was done, a message popped up explaining that they do not have permission. When I gave them permission to delete, the delete button seems to be no working or not responding again. Any help on this?
Zoho CRM Support
I was just on a technical support call with Kevin at Zoho regarding our CRM. After several other calls with little help, Kevin went over and above to make sure that I was satisfied by the end of the call. Kevin was very knowledgeable and helpful.
I cant seem to delete anything in my CRM ( leads , Contacts )
I cant seem to delete anything in our CRM ( leads, contacts) , I select the record press delete but it doesn't delete.
Going to keep asking
Please can we have colour coded events to make scheduling easier. At present it is very poor indeed. This has been asked for by so many people,. Promised but as yet undelivered.
Permissão Negada Privilégios insuficientes para executar esta operação. Entre em contato com seu Administrador.
Boa tarde! Sou nova no Zoho. ESTOU tentando personalizar Minhas Contas, porem Aparece a seguinte MENSAGEM: Permissão Negada Privilegios insuficientes par executar ESTA Operação. Entre los Contato com Seu Administrador. Só Que eu sou uma administradora ... Localidade: Não entendo. Ate HÁ Pouco estava conseguindo personalizar os antes de Fazer uma Migração dos MEUS Clientes. Aguardo Ajuda e from JÁ agradeço.
CRM Email Problem
Hello, We have 10 people in our office who use Zoho CRM and our inbox will not load incoming emails automatically. We have to refresh our page in order for incoming emails to load. Do you have any solutions for this issue? Is it a setting we need to fix in Zoho CRM or in our browser? Thanks.
Restore Open Potentials report
I accidentally deleted the standard "Open potentials" report from the list of reports. How I can restore it in the free version?
Mass Update with a new completed task
I have to use a external email program to do mass emails because of ZOHO CRM 250 limits How do I mark the contacts with a completed task on all contacts with email addresses that I have completed a certain task I need to do it for all of them at one time I tried to do a mass update but it gives me no option to enter a completed task any ideas out there I am struggling with ZOHO CRM without the ability to do real mass emails
Getting message alert while clicking on Convert to Opportunity from a detail account page.
I was trying "Convert to opportunity" from one of my account and I saw a popup alert with title = "Message Content", inside box "null". Is this a bug in ZohoCRM or am I doing anything wrong ? I have attached screenshot herewith. Thanks.
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