I'm trying to export a report to PDF and nothing happens. Is the report supposed to automatically open?
I'm trying to export a report to PDF and nothing happens. Is the report supposed to automatically open?
no "not delivered" message when email address bounces
I use Zoho CRM and use the link "Send mail" on the contacts page to send a mail (using one of my templates). But if the email address is incorrect, I do not get a "not delivered" message. This is very inconvenient. I assume the recipient receives it, but the receiver doesn't get anything. How can I solve this? Is there a setting to receive bounced messages? Thanks !
Italian translation errors
Hi! I'm a relatively new Zoho CRM user and I'm from Italy. I found some problems with the Italian translation. For example "Contact Roles" is translated in "Contatto Regole" (regole is the italian word for "rules") instead of "Ruolo Contatti". How can I correct this?
Mail cannot be sent as the email address does not exist
Created a new potential on an existing account. Went into the potential and assigned a contact role of a person with a valid email address. Clicked "Send Email" and received the popup error: "Mail cannot be sent as the email address does not exist" - What email address??? - The contact has a valid email address??
New Potential show under Unknown in Contacts
When creating a new Potential then looking at the contact module, the new potential shows under Unknown instead of the Potentials section for the contact. Going into the Accounts Module, the potential shows in the correct section.
Invite Zoho user to a event.
I have a lead and I want to create a meeting with my employees (Zoho users). I can't find the way to invite them, because the only people I can include in the event are the CRM contacts. How I can solve this?
Time-based workflow for sending alert thru email
Hi, I started configuring our CRM account last September 14, 2015 and on that day we test the time-based action for workflow. Email from time-based action is received. Well done. We removed the workflow by the following days but the problem is it still sending emails continuously to the client even today. Based on the alert before removing a workflow, it says that "all the scheduled email will be deleted". Whats wrong with it? How can we stop this continuous email on our side? Is there any module
Enterprise Edition (Evaluation) - Multi-Currency
Hi there, We are in the midst of evaluating Enterprise Edition.... there is no provision to see currencies & enable the multi-currency under organization settings.... Can you please help to check? ZOHO User ID (used to register): 59514385 Regards Robert
Zoho CRM Any Way to Schedule Service Calls
Just started using Zoho CRM a few weeks ago along with Zoho creator and really like the app but wondering if there is any way to schedule and map service calls based on invoices?
Maximum e mails
Using your trial version and trying the mailing facility. However, when I select the list, I get a popup saying exceeds maximum e mails and there is no option to cancel this and the screen freezes. Please suggest solution
How to calculate procurement price in The purchase orders
I have some product. This product has 2 prices: Procurement and Unit price. In price offer for buyers everything is ok, but when I need to send Purchase Order to Supplier he also see in grand total Unit prices, but I need show him only procurement price grand total. If smb knows how to do it (which tags should I use), reply me, please Kind Regards Timur marketing@meteoinstruments.com
free trial
I do not see how to sign up for a free trial Moshe Freedenberg
Cannot see the mass convert option - is it a paid option?
Hi, I cannot see the option to mass convert leads to contacts. Is it because I'm currently using the free version? Thanks, Eric
Sync Google Contact with ZohoCRM
Hi, I need to sync one filed of ZohoCRM Contact with "additional name" field of Google Contact, but I can't see that field on the standard field that I can map. I know that I can also add custom field in mapping, but I need the "additional name". Is there a way to achieve this result? Thanks Matteo
Problem Adding User to CRM
I am the Super Admin and have set up an account for our company. I sent invitations to 4 people to join. Two have accepted. The CEO is getting an email that states: Since you are already a part of SecuritiNet's CRM account and you are the only active user in that account, you will not be able to accept the invitation. Delete SecuritiNet's CRM account. Once you have deleted the SecuritiNet's CRM account, click Join SecuritiNet's CRM account . I tried deleting the person and adding them
Tracking Products through the sales process
OK, I am baffled by this one. Need help. In a Lead, I can associate products with the lead. I can convert the lead to a potential and have the products associated with the lead carry over. I can also just create a potential and associate products with it. When I was to produce a quote for the potential, why can I not (or how do I) carry the products associated with the potential into the quote?
ZOHO CRM VERSIONS
How can I go back to ZOHO CRM free version? I accidentaly started a professional version trial for 15 days, but I just want to have free version. Thks
How can I edit the name of a report ?
I can not edit the title of a report I have just now created. Can someone please assist !
When logging in - system says you do not have permission to view this component
here is the complete message: You do not have permission to view this component as corresponding module has been disabled in your profile settings (or) in Organize Tabs I think its been happening since I tried to login through my ipad.
Massive emails reports in the crm zoho?
Hello! I just sent a massive email to most of my possible clients and would like to see where can i follow the result. I cannot even find the place where i can review the sent emails nor is it listed in each of the possible clients. Could you please help me? Thank you!
Is it possible disable a decimal field in Zoho CRM ?
Dear Team. I want to know whether I can disable a numeric field in Zoho CRM or not ? I don't want disable read/write permissions, I just want to disable the field as a normal user can update the field through custom actions. Your help is very much appreciated. Thanks in advance.
Deleting Contacts best practice
hi there, I'm wondering what methods users have adopted to managed 'old contacts' It is probable that Contacts will degrade overtime (people change roles at clients/ opportunities lost). So what does everyone do with these? We have a method for deleting/removing suspects. However the rich history often associated with a Contact requires a different approach. I was thinking to create a picklist on 'Status' that included 'Dormant Contact' / These can be filtered out of reports/views but not deleted.
Why do you offer an "edit" option in Contacts: List of Fields when it is really not possible to edit the field name?
When I click on the edit button under the Action column in List of Fields, I am not able to actually do any editing, why is this?
Primary Email Address - Does Not Exist?
I cannot emails to own primary address for my account. Why is this? I need to test my template and often copy myself on important agreements. Please advise.
Edit existing custom fields
I just made a custom field, but I want to edit it again; For example I want to change the name. Can I do this?Or do I need to drag and drop it in the 'deleted'fields and make a totally new one? Furthermore I need to put in values for the cuisines: So I need a picklist which includes: European Asian Italian Chinese etc. How do I do this?
Invited users cannot confirm their accounts
I have a problem with my new CRM users: I cannot make them accept the invitation. This is how I tried: Add new user - I enter name, email and role. Invitation is sent to the new user. She clicks the link on the email. CRM says: AAA has invited you to join XXX's CRM account. Since you are already part of a CRM account and you are the only active user in that account, you will not be able to accept the invitation. To accept this invitation you need to, Delete that CRM account. You can refer this help
Enhancements in Zoho Survey Integration, Zoho CRM Plugin for Microsoft Outlook and more!
We are happy to present to you details of the latest improvements made in Zoho CRM. They include enhancements in Zoho Survey Integration with Zoho CRM, Zoho CRM Plugin for Microsoft Outlook, Webform Integration and Zoho PhoneBridge Integration. Read on to know what they are! Enhancements in Zoho Survey integration with Zoho CRM Are you posing survey questions to a customer over a phone call? In that case, you may now quickly want to attend the survey from Zoho CRM on behalf of the customer as you
unable to link email account with zoho crm
Hi! I am facing problem to link email address with crm. In the video tutorial it guides that go to setup and then email setup but in my screen there is no email setup. Please guide me.
Setting up the Logic on a Custom View Sort
Hi Guys - I am trying to create a custom view excluding certain states so I pull up everything but what's in the MD, DC, and VA region. Each time I've tried to do this, it hasn't worked. Does anyone have an idea on how to set up the sort logic so I don't have to include every state, but just exclude the MD, DC, and VA states? Thanks.
Add a checkbox in event to fill VENUE with the adress of the account or contact
Hi, all in subject.
How to use workflow for this scenario
Customer fills out "pricing form", we set the lead source to "Pricing form", then send an email with pricing and a trial invitation link. Then we want to wait 5 hours to see if they do create a trial account, if not we will send another email. Upon filling out the trial form, we will use the Zoho API to update the customers record(Not sure what to update), to tell Zoho the customer has created a trial account. If they do create a trial account, we want the "Follow up" email that will be sent after
User profiles (extending fields & viewing details)
Hi, As part of our Zoho CRM implementation, we want the ability for Zoho users to see details of other user accounts such as position descriptions, internal phone extensions, etc. We also need a directory listing of users, so that staff can be searched on and their details found. Does Zoho CRM support this functionality? Thanks
How can I lock my key accounts from other users?
There are certain accounts that I do not want other team members to be able to access. How can I lock the account so they know that the account exists, but is not to be contacted?
Contracts Report - Advanced Filter for Date Type
Hi, I am using ZOHO CRM and I need to create a custom report as described below. In my Contract Profile report, I need to show Contracts with create dates that follow these rules: 1. Last month except first 5 days 2. Current month but only the first 5 days Example: Today is October 2. The report should show me Contracts with create date values ranging from September 6 to October 5. Hope you can help me with this. Thanks.
Professional Edition (Evaluation) - CRM - Attachments - Related list
Hi there In the midst of evaluation. Is there any possiblity to disable "Document", "Desktop", Zoho Docs" from Attachments related list? Just wanted to have only "Google Drive" ? Regards
Professional Edition (Evaluation) - Related List (in Layouts)
Hi there, In the midst of evaluation. Can we able to customize the related list of a particular module using the Layouts section? Regards
One to many relation: How should I configure my data structure?
I am trying to express an one to many relation. My leads are petowners and might have multiple pets which I need to store data about individually. How should build such a data structure in Zoho? best regards trond
Can You Only Quote and Account?
Many of our customers are individuals. It appears from the quote form that you must have an associated Account from the Accounts module. Does that mean each of these home owners should be set up as Accounts?
Append existing lead record data
Hi..I'm looking to append all existing lead record data with a new set of information I need. When I use Import, I get the Overwrite data, but I dont want to overwrite the data since there many new fields updated on them since importing to zoho. To simplify this, here's the real-world scenario: 1. I imported over 3000 leads to CRM 2. The leads were worked on by the sales team with new data added to them 3. Now, I've just got a list of all their twitter handles. I have created a custom field for leads
Is it possible to auto assign a Lead to an Account?
Looking for a way to automatically assign a new Lead from a web-to-lead form to an Account. I looked through the workflows and assignment rules, but I do not see the options to complete this action. Any help is appreciated. Thank you.
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