Attach from google drive
I am having problems seeing my files attached in Zoho Contact & Account. I am attaching through google drive. I see the interface and select my document and hit OK. It says loading, however, I NEVER SEE IT IN ZOHO. Please advise asap
Export to excel
I am in the reports section and when I click export to excel nothing happens? What am I doing wrong? Thanks, Michelle
Task past due e
I created a workflow rule to send an email to the task owner when a task is past due. The problem is that the task can only be executed when the task is created/modified/deleted. I need the rule to be executed automatically instead of when the task is edited. See the attached workflow rule screenshot if there is any confusion. Does anybody know how to solve this?
ZOHO CRM
Hi, We activated ZOHO CRM By mistake and we want to deactivate just the CRM subscription. Thanks
E-Mail Icon verschwunden, nach Integration Google Mail
Ich habe meine neue Google-Mail-Adresse eingegeben und per IMAP integriert. Der Prozess war "sucessfull" aber jetzt habe ich keinen E-Mail-Icon mehr in ZOHO - wie integriere ich das wieder, damit ich auf der Startseite E-Mail als Icon auswählen kann und wenn ich über Umwege an meine E-Mail gelange, erscheint folgendes: Muss ich ggf. noch was an den Einstellungen ändern? Authentication Failure. Change the user credentials in the E-Mail-Einstellungen and re-enable auto fetch. DANKE für die Hilfe !
Create Potential field Amount BRL USD EUR
Is there some setting that allows to choose the currency (field Amount) to Create Potential. It is possible to register three types of coins to select a combo box with the options: BRL USD EUR.
RingCentral
Hi, My Ringcentral will not ring my softphone first. It rings through to the selected phone but there is no audio Please help
Web forms against potencial customers not working
We set up a web form but it is not registering the information. The page where we embedded the form is: http://www.witcamp.com/contenido/psl-ara-lleida and the confirmation page is ok, but it is not registering the information in our CRM. Thanks
Email Merge - Outgoing
I have merged my inbox with my Godaddy email account however NONE of the several settings that Godaddy have provided me work so that I am able to send emails from my Zoho CRM. At the moment I get messages such as: authentication required and cannot connect to server. I have tried every combination of settings- why isn't my outgoing mail merged?
Вложенные фото в контрагенте
Добрый день, скажите пожалуйста, для того чтобы просмотреть вложенное фото к контрагенту, обязательно нужно его скачивать или есть какой-то вариант просмотра, а то если только скачивать для того чтобы посмотреть - это очень не удобно
Should a potential name be the company name or the deal name?
We write custom software and can write multiple things for a single client. If I have an account for 'Client' and they are interested in having 'Application' developed do I set the potential name to 'Client' or 'Application'? Or something else? A combination of the 2? What do others do?
CRM/Campaign Report Question
Is it possible to produce a report for contacts who has not received a particular campaign?
Products import - Overwrite identification
Hi, we are new user for Zoho CRM, and having over 10,000 products price list to import from different sheets where we receive frequently from different vendors. the standard identification for any item or product is "Item Code". and that is simply an international standard for any type of item from different industries. Zoho CRM recognize the products by "Product Name" and Overwrite the old ones imported earlier when we get new price list updates from vendors. BUT this is simply dont work as there
best way to learn about zoho
Hi, I am currently using the free version for testing purposes. I am using a different product (infusionsoft) for a number of my clients but I am being told that zoho is more cost effective and easy to use. I already notice some features that are nice (ie link to facebook from contacts and photos etc) I am attempting to figure out how to do some of the tasks that I do in other products to see if this is a good fit for my clients. In particular I want to test having a webform on a website offering
Professional Edition versus Free Trial
When I sign up for the Professional Edition Trial, once it expires, can I still use the free version for up to 10 users?
How to insert images?
I would like to insert images i have stored on Zoho documents to my email templates. However, the option is not available, only from desktop or computer. I send emails from multiple computers and would need to be able to access images. I thought the solution would be to store them in Zoho and then add to emails/templates as needed. Any help would be greatly appreciated.
Email Alerts to Registered Users Failing
After failing to get a response from my ticket submission and my email to support, I'm hoping someone on this forum might be able to help: I am trying to recreate a workflow similar to that described in the online documentation. My scenario is as follows: Record Type: Potentials Execute On: Edit (First Time) Rule Criteria: [Stage] is set to “Closed Won” Instant Action: Send alert email to registered (active ZOHO users) that includes details of the win Instant Action: Update [Close Date] field
Where to log meetings?
One of our users made an in-office face-to-face visit with one of his contacts and returned with a good question on how best to log that meeting into the CRM. Under the Quick Actions, we can log a call, event, task, etc., but we can't seem to find anywhere to log a simple meeting.
Print Account Information
I'm trying to print out information for 1 account. When I click on the "more actions" menu and select "print preview" it shows the account information on a scrolling page. When I print, it only shows what is visible along with the scroll bar. Doesn't print the entire contact card. Am I missing something here? I can't use a scroll bar on a piece of paper.
Ch\anging accounts into vendors
How do I change an account into a vendor?
Documents Upload to CRM
Hi, I wanted users / my contacts to upload Documents to CrRM and these should be available for my backend team to view when ever there is a call / support ticket from them. I will like Support to Zoho CRM.
I would like all users tossed from the same email address by default
I would like all users to send from the same email address by default when sending an email from Zoho, using the Zoho mail system. But currently it always defaults to the users email address which we do not want to be seen externally.
One Potential stage shows up twice in reporting due to extra space, not sure how to solve
Hello, We use the Zoho CRM Potential module to track jobs, and it's a very important part of what we do for tracking. For some reason, the Stage called "Generator - Appt Set" shows up twice. A second time, it appears an additional space is added. Stages Example below when I export to excel: Completed and Invoiced 24 Completed, need to Invoice 1 Generator - Schedule Inspection 16 Generator - Appt Set 5 Generator - Appt Set 5 Generator - Deliver Generator 3 Generator - Need Pad and Permit 14 Generator
Mass Emailing: Tracking Sent To
Two problems: 1) Your mass email function does not track who emails are sent to (it tracks total sent by day but not a list of who its sent to). 2) In the Mass Email Leads tab where you select the recipients, (i.e. I selected "My Leads") the list is not sorted the same way as if I go to Leads > My Leads Instead, you have to search each record to document who was sent to so that I don't send a duplicate OR leave anyone out. OR am able to update as "Attempted to Contact" Please provide a fix so I
Account to Potential
When importing accounts is it possible to change an account that imported in to a potential?
Assistance Required
HI, Please could i get assistance with CRM, i have changed my employees role to standard with the option to view and create new contacts but are unable to view my companies contacts. Please advise... Thank you
Searching accent marks
Hi, this is just a suggestion we think could be useful for no-english users. Spanish speakers have accent marks in our vocals and when we search, for example "Raul", with zoho search enginye it won't match with "Raúl". Google does this kind of match but zoho crm search engine doesn't. It could be possible?? Thanks!
payment
how do I confirm my account is set up for monthly payment and confirm my credit card?
Custom Modules and Contact Module integration = Contact lookup field populates custom module address fields?
Is it possible to have a Contact Lookup field in a custom module populate the data i.e address fields/name fields from our Contact Module? If so how do we achieve this? Thomas Pursifull
Why no Feeds or Tags in ZOHO CRM Contacts versus Zoho Contacts
Both feeds and tagging is available in the free version of Zoho Contacts. Why this is not offered for Contacts in ZOHO CRM. This will be very useful when you operate from Android Phones.
Not confirmed
I have sent an invitation to a new user in our company, however she receives the email notice advising her she has been invitied but no link to confirm her user status. What am I doing wrong?
REPORT for customers, who didnt order within X days
Hello World. I am losing my hair on this one- I am trying to create a report, which will show me customers who didn't order within X days (or didnt receive an invoice within X days). Did anyone of you succeeded with such a report?
Google Contacts Sync
Hello, I set up the Contacts Synch with Google Apps. Select bi-direction sync. Two question: I blank some value (es telephone number or email) from Zoho CRM, but in Google contacts I still keep the previous value. Seems that syncronization only work if I change a value, but if I blank the field it doesn't work From documentation I see that the key used for mapping contact is the email ((primary email field in contacts) in Zoho CRM and Email (Work) field value in Google Contacts). Anyway if I change
Google Apps for work and crm zoho
if i use Google Apps for work how can i upload the Sent and received E-mails from my E-mail ??? and if there is any features when i use Google Apps because i saw your company in this link: https://www.google.com/enterprise/marketplace/categoryHome?categoryId=7
How to get Lead names to appear in some reports
I'm trying to pull a view or report of all open activities/events, but on the Activity view the Lead name does not appear. If I pull the Acitivities report , only Contact names appear. I've tried to customize all to no avail....any ideas?
Purchase Orders creation
I note online that Purchase Order creation appears under the Zoho CRM module. Is this separately licensed? I cannot find this module. Thanks
Sync Inventory
Is it possible to sync my inventory on my website with inventory in zoho?
forecasts changed
Hello, My administrator has accidentally changed the forecast from Monthly to quarterly and with that action deleted the forecasts in the system. Typing in the forecasts again is not the main problem, the main problem is that i do not know how it happened and i do not know how to switch back from Quarterly to monthly forecast. Regards rene
Using Google Chrome to Print
It prints very small when I use Google Chrome to log in. IE seems to work fine for the printing. Any suggestions?
CRM Zoho Mail Add On Users
How do I enable, disable Mail Add On Users now? Also, when I go into the Setup, Mail Add On Users, it simply shows my name. No selections to control the subscription, etc. There used to be an area in setup where you could select which users had access to certain features. Now there is not. This CRM/ email feature is poorly integrated. Email is a vital part of CRM.
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