logo
Can anyone give me any insight how to upload a Logo to the CRM and Calender? Also what size format is needed to upload.
Attached PDF of customers business card?
To Whom it may concern: Is it possible to scan our customers business card into our computer and attached the image to our customers content? Please let me know. Thanks, Dominick
Alignment of CRM
I am using what I think is the latest version of Zoho CRM, not sure where the version number is shown. I run this normally in Chrome and I am wondering if there is a setting that I can use to get my screen/grids to align to the left. When I launch any of the grids Accounts, Opportunities, Contacts, etc, they appear with a space between the left of the grid and the left of my screen. Might seem insignificant but when you are displaying a lot of columns and searching it starts to get very annoying,
Import list of contacts with owner assigned - system created new accounts and assigned to login person not "owner"
I loaded 175 records to Contacts with the owner as Jane. The system created new Account records, but used my login Joe. How can I ensure the same "owner" is assigned to both the contact and account?
Field and then a sub-field to select from
I want to have a list of industries in a field1. Field2 would be a list of sub-industries. I see how I could do this by having comprehensive listing all of sub-industries. But, is there a way to select an industry, and in the sub-industry field I would only see sub-industries pertaining to the selected industry. Therefore, if I selected Automotive in field1, I would only see the automotive sub-categories in field2. Field 1 - Industry AUTOMOTIVE BUSINESS SERVICES CHILDREN Field2 - Sub-industries
ZoHo not sending email. Says "Mail cannot be sent as the Email Addresses does not exist".
Up until last night, ZoHo worked perfectly sending emails. Not sure what is going on. No settings changes, but ZoHo will not send email. Don't even know where to start as I don't find any area affected by setup. Did ZoHo servers go down? ... and yes, this was from LEADS and an email was entered and saved for the lead. ... entering our emails in CC and BCC resulted in additional errors ... no one received emails from ZoHo, had to send from external email programs. Thanks for any help.
CRM Mass Email Problem
Hello, I created a template in Zoho CRM and used the ${Contacts.First Name} code to personalize the email. I sent this out to 100+ clients. We had a client email us back because his name was incorrect. The clients name is Mike and the email he received was Ramón . Do you know what could have happened and how we can prevent this in the future? Also, when sending a mass email, why does the email not show up in my sent items? Thanks.
Filter View by Call Status
Hi, I cannot find any option for showing Calls where Call Status isn't Completed. The quick fix I use now is to write "Done" in the Call Result field, but this seems ineffecient
Problems for other colleagues to read the pdfs I have uploaded
I use Adobe Acrobat X Pro to generate pdf files. When I upload these to Documents in CRM my colleagues can not open and read them. I can. I if send the same file to them with email they can open and read them without any problems. Any suggestions?
Time Based reminders based on an open field within a lead
Hello, I am trying to figure out how to set up an automatic reminder when I mark a lead a specific criteria. For example I have a section in my leads where I can rate them A, B, or C. When I mark a lead as A I want to automatically be reminded 1 month from then to send them and email, 2 months from that time to call them and 3 months from that time to send them a physical mail piece. I have different desires for each A, B and C lead but that is the jist of it. Does anyone know if this is possible?
How do I choose the secondary email as a sender?
Hi all! There is an option to send an email directly from the CRM. Under my account I have two email addresses: a primary and a secondary. When I want to email the contact, my primary email address is set as the sender address with no way of changing it. Also, while creating templates, I can choose primary email addresses for all the users only. How do I set the secondary address? Thank you.
Letters are garbled
From just today, letters in all emails that we sent were garbled. So clients sent us the reply, saying " As letters are garbled, we can't read them". We have been able to use Japanese version in Japanese without problem from the beginning. When will it be fixed?
Read-only checkboxes clears themselves at account creation
I need a read-only checkbox to be (and stay) enabled when creating a new account. I've got one set up with the correct read-only permissions but it clears/unchecks itself when saving the account. I'm pretty sure it used to work a few months back (before the new customization layout came out?). We've just started using Zoho for real and are integrating new users but this problem is a step back. Thoughts? Thanks
Price book for billable hours
How do I setup a price book for billable services instead of goods. Example: Management Consultant Sr. Rate $125/hour This would tie into the quote and purchase order as well. Thanks, Michael
adjustments in crm data through worksheet editor not working
I am trying to update data in crm through the zoho worksheet, but my updates are not saved after I saved them. Need to get a mailing out by tomorrow, so very frustrating !! Can anyone help me? TXS
Is it possible to add an importance level for a lead?
Hi, As we all know, not all leads are equally important. Is it possible to visualize this in the Zoho CRM? For example: lead X is very important to me: I shall give him 5/5 stars. Lead Y is relatively important: 3/5 stars Lead Z is not important: 1/5 ... Is this (or a similar system) possible in the Zoho CRM? Thanks, Bart
different type of contacts
I need to classify my different accounts or contacts as direct sales or potential business partners... how do I keep them separate? I would want a different campaign for each.
log various activities, e.g. called client, visited client etc
We are starting a Zoho implementation and would like users to log activities with an Account and/or Contact or Lead. An example would be if an Account is visited in person or a call is made. The user should be able to log the date this happened and record some notes. I don't see a good way to do this. The Call activity is kind of close to what but requires things like call duration to be recorded, and it doesn't appear possible to change the fields. Any suggestions on how to handle this?
To view the images you want to save the file on your computer
Good afternoon, I should say that I write with the help of google translator, I would like to learn to look at the photo attached to the counterparty, it should be required to download to your hard drive, or still have the option to view the photo.
Birthday Alerts/Reminder and Workflow
I still am not understanding, how a system like Zoho can be so flexible, and yet cannot have the option to develop birthday and anniversary alerts, then run a workflow to send emails, print mailing labels, and do a mail merge. Some of the most inflexible CRMs out there can do this.. I think this implementation is long overdue.. If it is possible, then please let me know how to do this.. thank you.
frustration- but christmas is coming
we use case for service calls to peoples homes. In access we use to print out a service sheet for the engineer to fill in and at the bottom was a report of the last 5 service calls. Cases seem to be very badly supported in templates. We need an inventory template for cases please. What a lovely Christmas present that would be.
How to add multiple of the same product to an account
I am trying to figure out how i can add multiple of the same product into an account. is there a quantity option I am missing?
how to add new category under lead status
Is it possible to add a new description under the field "Lead Status"
Zoho Backup
I have backed up my data from Zoho, but I am wondering about the naming of the attachment files. How is the name determined and how does it relate to a particular Zoho record?
Twilio Caller IDs integration for Zoho CRM
Hi all, I think a great addition to Zoho CRM would be to allow custom caller IDs when using Twilio as your VOIP service. Looking at the documentation it doesn't seem it would be a huge task to implement. https://www.twilio.com/docs/api/rest/outgoing-caller-ids It would really be a great help as I have users who work around the country and would benefit from customer caller IDs. Otherwise, love Zoho so far, keep up the good work!
Rename modules in different languages
I setup language to English (United States). Then I rename module Lead to another name, for example "ABC". When I change language to Vietnamese, it shows ABC too. This is not what I want. I don't want to change Vietnamese name of the module Lead. Please check if this is an issue? Thanks!
Using Zoho Invoice from Potentials
Hi, We currently use the potentials module for all job information but the Zoho Invoice module doesn't seem to work or show any related information for the relevant account. We would like the ability to use the Zoho Invoice module from Potentials so the account and job information can be filled out from the current potential, how can we set this up? Thanks Lee
Setting up a new module.
I have my 'Contacts' module form set up with data entered but I need to replicate the form into my 'Leads' module. Is there an easy way to do this?
Leads
Hello, How do I can find a mobile phone in CRM leads list? Thanks Mihai
Need to change Last Modified Time
Is there a way to change the Last Modified Time (administrator only of course)? We run a report for a sales people based on last modified time for tasks. This gives us a daily activity / call report. However, we have new people to the system and they are still learning to properly update key fields. Sometimes, they put the wrong entry in these key fields that will later feed important reports (ex: one on one meetings, presentations, etc). Additionally, we want to track the number of calls they
Mass Convert Leads
I need to be able to convert many leads at once. Is this possible? On a side note: I researched this topic before posting this thread and tried to post a comment on several other threads exactly like mine and was unable to do so. System stated I was already editing the comment and needed to close the edit before continuing. However I was not editing the comments. Is there a problem with the forums today?
Duplicate data
Hi, I've imported cca 35.000 contacts in zoho, but I have some duplicate. I've filtered it in excel and there is about few thousands duplicate phone numbers. Do you have some feature whitch can find and delete duplicates, or just change its status. Thank you for answer...
Email within the app
Hello, Can you send email templates created in Zoho CRM using the corresponding app on your phone? Could use help with this ASAP. Thank you.
Can I automatically cc myself on emails sent through Zoho?
I saw that this question was asked with no answer. Can someone from Zoho respond to this question? Thanks -jeff
Received emails not being saved to contact
Hi In the last 24 hours I've received an email from 2 separate contacts. I've been alerted to these by Mail Magnet which recognises all emails where Zoho CRM has an email address saved for the contact. Although the email messages have appeared in Mail Magnet they've not been added to the contact's Mail records. Has anyone else experienced this problem or is able to provide any help? Thanks.
Merge Fields
I am trying to insert merge fields in an email template. I wish to use First Name and then several from Address Information. When I have tested this only the First Name field is appearing. Am I doing something wrong? Many thanks, David
Fields linked beetwen modules
How fill in module contact the field industry IT (bring automatic) if the company is Apple Module: Companies Companies Industry Apple IT Martini Wine Module : Contacts Name Street Contry Company Industry Peter AAAA EUA Apple IT Thanks
defult first and surname issues
Hello, New to Zoho (today) Trying to import a 4 Colum excel sheet with 800 companies on iv compiled (not name on the FIRST and SURNAME yet) It wont let me upload as the majority of them don't have the names filled I, they are set to compulsory fields. How can I remove the option to make them compulsory? I want to be able to get the list uploaded and fill in the names as I go? Thanks
Finding Duplicate Records on a large basis.
Hey guys. I am new to Zoho CRM. And by New.. I mean today is my second day using the program. I am doing some data clean up for a company and one of the things they would like me to do is find duplicate lead records. then find account/ lead duplicate records and merge them into one. I know i can " find and merge duplicates" for a single record, but is there a way to create a list of duplicates before i merge them?
recording customer visits
Hi, Our sales team is making customer visits and recording the customer visit as a regular activity.We also record meetings in our office as activity. However, our sales team has a target of customer visits and I would like to be able to get a report for the number of customer visits only. Does anyone has a suggestion - best practice. Thanks Cudi
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