Email delivery status
Hi There. Is there anyway to check if an email sent through Zoho CRM has been received? I intentionally sent a test email using an incorrect email address but I have had no notification that it has failed. Thanks, Mark
Zoho CRM tasks not appearing in the Apple Aatch 'Taskz' app
Hey, I'd love to have my Zoho CRM tasks appear in my Zoho "Taskz" app on my apple watch. I've tried everything I can think of to get them to appear, but so far everything is blank. In Zoho CRM, I'm clicking on "Activities" then "Add New Task". I create a task, give it a deadline of today, set a reminder for today. Then I go into my Zoho CRM iPhone app and sure enough, the tasks all appear in the phone app. However, there is nothing there on my apple watch. I'd love to have task notifications ping
Having trouble saving leads info
I am having trouble saving leads this morning. What is the deal?
Cloning Potential does not clone Contacts
When I choose to clone a Potential, it does not clone all the Contacts and their Roles along with it. I then need to re-add 20 Contacts, and manually set each Contact Role for the cloned Potential. How do you clone the Contacts when cloning a Potential? Also the API does not list "Contact Role" as a field for insertRecords(). If we were to write a script to copy the contacts between opportunities, is it possible to update Contact Roles via the API? https://www.zoho.com/crm/help/api/insertrecords.html#Contacts
Default email settings when sending from contact
Hi, I found a resource that describes how to change the default fonts on outgoing emails, but this seems to only apply to the "emails" module. When composing an email from a lead or contact record (by clicking "send email"), the default font is still set as Verdana (even though I changed the default font to Arial by following these instructions: https://www.zoho.com/mail/help/compose.html#alink3) Can someone explain how to change the default font in the contacts email composer?
Why no support on Professional edition?
I've been on Enterprise for perhaps 2-3 years. With +- 11 users. I downgraded to Professional to evaluate if this edition would suffice me, as the cost of Enterprise was growing too high for me. Now - my Autoresponder - Thank you message does not fire. Not the workflow. The regular first time response. And I can't even lodge a support ticket. No support even though I'm paying +- $400 pm. Very, very strange policy, Zoho.
View all activity history at a glance
What is the best way to view the entire activity history associated with a contact or account? If I am preparing to call on an account and I see that there has been past activity, I would like to read all the notes before calling. From what I can tell, in order to see the details of each task, you have to click on each task one by one. This is very cumbersome. Is there a better way?
How to get facebook for working for lead capturing? How to get the code into facebook
I have created a form for capturing leads using the drag and drop functionallity. How do I get this to a form in facebook? Zoho generates three codes for facebook, (embedded, Iframe and source) which one should I use? Thanks, Roger
Products can not be added to sales orders
I have a list of products(about 208 items) but not of them can be added to sales order, the problem is that i did product import one time all together, when i;m trying to find product through the 'add new line' in sales order module i can't find it, only option is to create new product, but in product module this particular record exists. Please help
how to display contact (primary or any/all) in Account View
Hi I am trying to get the crm to show contact(s) under the account view. How would we show either a primary contact or at worst, all contacts? Thanks
Quotations - Recurring Price Field Needed
I'm finding it so difficult to setup Zoho CRM to manage my Upfront and Recurring pricing structure. I know the Zoho CRM quoting functionality doesn't deal with being able to quote recurring costs; I can add a custom recurring price field in Products and store the recurring price figure but I can't do anything with it. It can be shown in the Items line ina quote template but I can't total this price, I can't sub-total and therefore I can't store this total and report on it. Surely, there must be
Associating emails to Accounts
Hi there, Wondering if it's possible to show Emails that are associated to Accounts / Contacts? I've already integrated my Gmail, but I'd like to have emails automatically pulled and listed in the Account view page. So, when I click on an account I'll be able to scroll down and see the most recent emails. Thanks, Brittany
Resetting Forecasts
I set up a test Forecast to see how the function worked. Unfortunately, I based the test forecast on a custom field that we no longer use. How can I reset the Forecast module and have it tied to a different field (the Amount field)?
email not responding
anyone else having issues with sending template emails?
Finding customers in a market area
From Zoho, I'd like to be able to look at a map to find customers that are within a proximity of one another. example...pretend target stores are a customer and I need to see the store locations on a map for the Dallas/Ft Worth market. I think I can download a zip code range and use the google fusion table to accomplish this. I'm checking to see if Zoho has a function that would support this type of search. Thank you.
No puedo usar mis plantillas
Buen dia Tengo un Problema No puedo USAR mis Plantillas, Cuando quiero Enviar correo ONU
Create auto-mail notifications when new lead
Hi there, We recieve new leads to the ZOHO CRM account via the sign-up formulars at our website AROS KURSER. But we would like to be notified by e-mail, when we recieve a new lead. Is that possible? Best regards, Anders Rosenlund
Create report with detail of quote
Hello, Give the possibility to use detail od quote or salesorder in reports. thanks you Expert Zoho CRM & Google Apps France
Security Warning Message
All of sudden I am getting error message with zoho whenever I try to save notes. crm.security.virus.many and then it tries to add the following as a new note: [object HTMLTextAreaElement] I have ran checks for virus,malware, rootkits and have found no infections. Please advise
Email setup
I'm just starting the trial of the Standard version and trying to set up e-mail. The video says to click on setup and then on email settings. When I click on setup the next page does not have a link for email settings under the personal settings area as shown on the video. Can you help me figure out what I need to do?
how do i change company name?
I typed in company name at sign up, but want to change it, can someone please help.
Quote template edition should be made possible to non-developers
Everything is in the title. Quote template edition is a terrible experience on Zoho CRM. While editing the header is moderately easy, editing the rest (what really matters) is almost impossible if you don't master html. Adding new colums or lines, displaying discounts differently than the initial model is impossible. It does not make sense, Zoho CRM is a tool for sales and marketing people, not for developers. Zoho Books offers a way better user experience with nicer-looking templates and more
Use Zoho Invoice templates in Zoho CRM
I am new to Zoho. I am not very fond of the standard template that is used for quotes, sales orders and invoices in Zoho CRM. I was digging around and found Zoho Invoice and it has some very nice templates. How do I get those templates in Zoho CRM?
Sharing Data - CEO->Division Head->Sales Person
We are using Professional Edition (seemingly we cant create Data Sharing Rules) - i have default sharing set to Private We're a small company with two divisions: 1) In Division 1 - the CEO, Division Head and the Sales person are actively working sales together and should be able to see each others Leads and Potentials but the Sales Person can only see his own Leads and Potentials... How can I set it so that we can see each others Leads and Potentials 2) Division 2 - we want each person to only see
Tracking Time Spent on Each Contact?
Hello, we are a smalll law firm using the free version of Zoho CRM for our clients. The call feature is quite useful, but I was wondering if there is any way in Zoho CRM (or perhaps elsewhere in Zoho) where we can track the time spent on each client (contact), other than listing every activity as a call. For example, must writing a letter, research, or going to court be listed as a call for us to enter our time spent on each client in Zoho? Ideas, please!
Emails upon optin and Autoresponders
I have integrated the Zoho lead form onto my website. How do I set-up an initial Welcome Email to be sent upon form submissions AND, how/where do i create a series of autoresponders?
Way to track sales of a computer shop?
Hello. I work for a computer service / computers shop and printer outlet shop here in Romania. We started using the Zoho CRM (only Free Edition for the moment) in order to keep better track of our sales, customers, and service task history. We started keeping the Service actions as tasks and fully customised the layout in order to describe the problem, get task status, and everything else. Now, we want to integrate sales tracking into the CRM and I want to be able to differentiate them. The problem
tested with "free" version....now have different paid version: Can't add members becuase "email address already in use"
I can't add users to our CRM, because I previously had a "test" ZOHO CRM, and invited certain users to it. Now, I want to add them to our paid company version, but can't because their email was used in the other free version, which is now deleted (yes, I completely deleted that account). ?? Obviously, I need to add our employees to the CRM as users. What's the fix or workaround?
Number of Licenses
Hi There I have 5 licenses that I am paying for every month. But I only have one active user. How do I add a new user without increasing the number of licenses? It seems wrong that I can make a user inactive (as they no longer work here), but can't re use their license. Please help Thanks Alan
Can I generate quote with a discount rate linked to a "Discount" field in Contact ?
Hi, I have customers with several level of distribution and volume, and each one with a specific discount rate that applies on the fixed price list. I would like to apply automatically this discount rate from this discount field in Contact when I generate a Quote from within this contact, but I don't know how to do. At the moment, I have to put manually the discount in each Quote. Same questions would be for the tax level to apply to a Contact. Is it possible to link a field in Contact (or Account)
Report for Accounts with last event
I would like to create a report for all accounts owned by one of my reps with the last event date in the report. How can I do this?
Accidently deleted a contact
I deleted what looked like a rogue account and a legitimate contact's name and activity disappeared.. How can i recover this contact?
80% of my contact's info is lost!!
I opened Zoho CRM today and most of my contact's info is lost. I have no idea what happened. Not only that: the account was formerly config in spanish and now it is back in english (???). How could that be possible?, what can I do now??!
Scaling Performance Considerations
I'm in the process of designing our strategy for using Zoho CRM in our operation. One question I have...we're going to have more prospects/lead than contacts (obviously people who convert from a website are a fraction of total visitors). We're trying to decide if we should front-end our Zoho CRM implementation with a separate database for these "prospects" and when they convert, house the customer record in Zoho. The challenge is integrating a separate database to our other downstream systems (as
Notes section of contacts and leads
When in safari I cannot save a new note associated with a contact or lead. Have others experienced this issue?
enterprise trial
What is an enterprise trial? It says it has 15 days to run - what does that mean
How can I assign a role when I add a user
Hi, this is Robin. I am new to this CRM. Can you please tell me how to add a user who is not a zoho user yet? The role field greys out, so I can not type in anything. Cheers.
how to convert leads into contacts
Hello, I have had a few different data entry employees who have not always placed our contacts into the "contact" section but instead have placed their data into the "leads" category - is there a way to move or convert leads into a contact without creating an account? Thank you
Best way to send note to Account Rep
If an inside sales rep wants to an outside sales rep through an email notice about an important development on an opportunity, what is the best way to go about it in Zoho CRM? I've considered adding a note to the opportunity but this does not send out an email notice. I've considered adding a workflow trigger on the notes field but I don't want there to be a notice sent on every note. I've also considered creating a task but I don't want to add to the reps already full task list. I want the notice
Want to Create Webhook
Hi Support I am new bee for ZOHO CRM Webhook Automation.My requirement is when new user registered I have to save user information in Webhook leads...When this new user upgrade membership I have to update certain fields in created leads on zoho. Could you please advise.How to handle this flow..DO you have any documentation for this?
Next Page