Why is the contact phone number no longer auto-populating when creating a quote?
When creating a quote, the contact phone number used to auto-populate from the contact module. For some reason, this is no longer happening and we cannot determine what has changed or how to change it back. Please help.
CRM custom theme for all?
Is there a way to setup CRM custom themes to be same for all users? Dave
Zoho Mail Add on Problems
I keep getting tons and tons of emails saying that auto fetch has been disabled on my zoho mail account, even though I have completely disabled that email address. How do I stop that? I don't want to delete the account because I have a ton of emails in it that I don't want to lose. However, I am no longer using that email address anymore due to a hack. Also, when I try to change or add a new email in my account settings it says it sent a confirmation email, which I have never received, even after
Task Comments
I'm trying to create a Comments section for the Task module where users can add comments and see a history of comments. I found this same feature for Solutions and Cases, but was unable to see the functionality behind it to replicate for Tasks. Does anyone know how to achieve this for Tasks?
How To Monitor or See When Users log in
Can you tell me whether the crm permits me as account admin to know when users are logging in or at least review what their activities was? There are some old post which has instructions to audit log that I am unable to locate now.
Form validation (spam) issues
I have a simple subscription form on my home page (embedded into the Wordpress page using XYZ HTML Snippets). It works perfectly when I test it but I keep getting spam submissions. These submissions do not seem to be landing in my CRM but I am getting the email notifications - tons of them! I guess I could turn off the notifications to my email but if bots are getting through to my form that seems like it should be fixed somewhere. When I test the live form I cannot submit without the mandatory
How do I deal with individual customers in CRM
Hi I run a tour company. We not only deal with organisations but also direct clients (B2C). How do I create an account for a customer who does not represent a company ? Some of these customers use us repeatedly also so I would like to create multiple potentials for the same customer. How do I do this as I can create an account without a company name ? Akshay Kumar
image upload view problem - leads
Hi I have a file upload section in my form. When I try to access the image in the entries area - it cannot be opened after downloading. The system doesnt recognize the format - should be jpg. When the form is integrated with the CRM and the image is downloaded, this is also the case. Can you help? Thanks
Live chat
has the live chat disappeared??
Random names being dropped in Account Name
Random names are being dropped in the Account Name for contacts. I keep having to delete and/or correct them.
potential customer
Good morning , because when a potential becomes closed won remains on the list of potential ?
Deleting contacts
Why is it such a pain to delete contacts. Been trying since morning. Not a single contact could be deleted.
Re-starting with Zoho CRM and deleting the old company profile
We started using Zoho CRM on a trial basis with one user to see if it fits our needs. Now we want to have the CRM common and accessible to all our six employees so that we all see the same data, but when we invite any one of our employees as a user, they get a response thats says that they cannot link to the Superadmisttaotr on admin@tfork.com as a CRM users, as they have already created their now CRM under their now emailadress@tfork.com. How can we fix this problem? We are six individual users
How can I force tax per line item to then calculate in the tax summary on Purchase and Sales Orders?
Dear Sir/Madam I have set up my products that we provide so that the cost is calculated on the line item inclusive of tax rate automatically. My issue now is that the Tax Rate calculation then doesn't get replicated in the Summary area under sub totals with out then adding an additional 20% tax rate to the grand total. How can this be rectified without then having the put an adjustment figure in so that it calculates correctly. Yours Sincerely Andrew Devall BSc.(Hons.)
Display account's information in contact
hello, do you have in your roadmap the possibility to display account's information in contact ? thanks you
Printing from the activities page
We are brand new at this Can anyone tell me how to get the (more options) tab to come up when you want to from the activities page?
Settings for Convert Lead screen
My sales manager would like the "Create a new Potential for this Account" option to be checked by default. I can not find anywhere to make this selection, is it possible?
Relate many existing products to a Vendor.
Hi, In my company we use Products that might be provided by one or more Vendors. I see that when you create a vendor and then enter to their profile you can create a new realted product, but you can´t relate an existing one. Is there a way to do this? Thanks!
Error Message when saving layout
I receive this error message on a fairly regular basis when I try and modify or add an item in a pick list field: crm.mb.options.options.dplk and it won't allow me to update the options. Please help.
Other administrator can't see my data
I am new to Zoho, so please bear with me if my questions are stupid: I started with the free trial, and uploaded a lot of contact data, made several calendar entries, and tweaked a few existing modules with new customized fields. I later created a new Administrator profile for my assistant. She received the email from Zoho and set up an account. While she can see my contacts, she cannot see my calendar nor can she see all of my contact data, such as the custom fields I set up. My goal is to give
Export and Import Issue
Dear Sir, We have issue when usage (Data Migration) no problem in export any date (Arabic language) but when import this date in another account (we can not see the Arabic language) we see symbols please see attachment Picture Please Advice
Subscription page on CRM
I'm trying to access the subscription page in Zoho CRM so I can double check our subscripiton. This page seems to be broken and it just appears as a blank page. I've tried different browsers as well as different computers. What could it be? Thanks
Creating a new user problem
Hi, We have just started to evaluate ZOHO. We are a free user. We want to add a second user. This fails because we cannot populate the 'Role' field, because the role lookup does not work. Perhaps this is because we have not created any Roles. We cannot find anywhere to create a role. Where does a Free user go to create a role, so we can create a second user? Thanks, Christine
How to Change permissions to print reports in user profil
I am unable to export a Lead Report because it states that I do not have permission to do so
Industry tab
How do I change the Industries in this tab?
Sending Emails from Activities
I am trying to send an email from ZOHO when I am going through my daily activities. I created a template with record type 'leads' which has a subject, body and attachment. When I click on the green 'Send Mail' button, a mail window pops up with the contact email address in the 'To' field. I select Add Template and select my template from the drop down. This fills in the subject, but the body is blank and I'm not even able to type in a message. Clicking on the Send button has no response. No clue
How to build a bridge and sync from Magento 2 store to Zoho CRM?
Hello, we want to build a bridge to synchronize data from Magento 2 version to Zoho CRM - to synchronize leads, account, contact, invoices, produtc, etc.. Examples : Each time an user fills up a form to be registered on my website it has to create a lead on Zoho. Each time we creat a new product on Magento 2 store, it creates a new product on Zoho as well. Thanks for your help !
Can't find mail merge template
I have two mail merge templates in my "Public Mail Merge" folder. They are associated with my contacts. When I have a contact record selected, I click on the "More Actions" & "mail merge" buttons. I then get an error message: No Document Found, Click here to import mail merge template. The only choice I have to click on is "Close" Anybody seen this issue? How do I repair it?
Tracking Actities Across Several Accounts
I know if I setup a Campaign in ZCRM I can see all notes and activities associated with several leads and contacts. Is there any way to do this for tracking these items across multiple accounts? I may have certain accounts I want to target and track against. Does not seem to be a way to do this in Campaigns itself.
Emails I send to my Potentials are not registering in their file
Emails I send to my Potentials are not registering in their file-how do we remedy this?
problems with crm
Hello Zohp crm is very slow , ans we can´t send email, what is the problem? we still don`t have acess to help desk chat?
Zoho CRM Very, very slow!
Zoho CRm are very slow today, last thursday and friday we had the same problem, is there a problem? We checked the internet and he haven't any problem. Waiting for a reply. Thanks
sql
How can i migrate my local data ms sql to zoho ? and keep it synchronised ? What tool or app can i use ?
restore deleted report?
i accidentally deleted an activity report, and can't figure out how to create a new one or recover the one i deleted. it's the tasks and calls combined report. i'd really like it back. any way to restore it?
Lead, Account, Contact Should have same basic Fields!! ...and other related issues
Hi I have several problems and requests that seem to be counterintuitive for a program that it´s supposed to make Client Relationship Management easier . 1. So I have spent time customizing my Zoho CRM Professional, added Leads (real ones not just test ones), products etc and so I try to convert one of my Leads into a Contact, only to find out that some data got "lost" without even a warning. What gives!? This is supposed to be an intuitive program, user friendly and it turns out that not even default
i'm getting "Mail cannot be sent as the following email address do not exist" error
Hi Please look at the screenshot and suggest a solution as I'm not able to send out emails. This started today.
Zoho CRM - Reports
Hi, I was hoping someone could help with the following query. We currently use Zoho CRM and I have encountered an issue when trying to use the reports function. I am trying to export potentials who have reached a particular stage during the process of being one of our customers. The report is selecting potentials based only on the stage they are at and that they have an email address. There is no other restriction/selection criteria on the report. However this report is missing records that I know
HOW DO I DO A MASS ACCOUNT OWNER UPDATE?
BECAUSE I UPLOADED ALL OF OUR ACCOUNTS (20K RECORDS) IT ASSIGNED ME THE AS THE ACCOUNT OWNER. I WANT TO HAVE A RULE THAT MATCHES THE CREATED FIELD IN THE ACCOUNT MODULE (SALESPERSON) TO TRIGGER THE RESULT TO A CORRESPONDING USER, HOWEVER, THE RULE DIDNT WORK. THOUGHTS?
How made you one to convert a contact in account?
Please Help-me How made you one to convert a contact in account?
Price not displayed in quote
I have products with a list price and a start date in the past. Added to a price book. When creating a quote, prices are displayed as $0.00. Need help.
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