Recurring task
Hi, How can I find all recurring tasks in order to expand those the their recurring is going to end soon (or already was ended)? TIA, Lior
Broken print dialog in CRM quotes using Safari
The latest update in CRM has broken the print dialog using safari in OSX 10.10.2. When trying to print a quote or export to PDF it cuts off a lot of information. Everything works fine using Chrome or Firefox, the problem only occurs in Safari. It worked flawlessly yesterday.
Discount on Sales Order
On a sales order when a line item is discounted the total for that line item is not changed on the sales order but the grand total is correct. If you print out this sales order you will see that the discount is not reflected in the line item and if you add up all the line items they will not match the Grand Total and the difference will be the amount of the discount. Is it better to add a line item for a discount?
Product listing with picture
Hi, I want to add photos of my products to my product listing, how do I go about adding this pics?
Question about this crm
Hi guys, I would like to ask all of you. The situation: There are 5 companies having a deal with us this year. Company A,B,C,D,E Company A,B,C had a deal with us last January. Company B,C,D last February. Company A,B,C,D last March and Company B,C,D,E for April. My question is, How can zoho crm detect that Company A has no transaction with us last February and April? Does it have a report/summary where we can detect our client has no transactions with us for these months? Thank you very much!
Excel tabs customization in zoho
Hi , When i import a excel sheet will 5 different tabs, Zoho doesn't read all the 5 tabs. It only capture the first sheet on the excel. How could i import and customize all the tabs and field with ZOHO
Analytics Not Working
Hi all, really impressed so far with the Zoho CRM system, still using free version to see if we can justify going onto the full fat version - more of a case of whether or not we can implement it in our organisation properly rather than whether or not it's worth it! Quick question though - I have pasted the analytics code onto all our web site pages but still do not have any analytics data. Any suggestions? I also have some google analytics code on my web pages, could this be causing a clash? Cheers
Basic CRM Functions
It would be very helpful to be able to view all activity history for an account on one screen. Right now it's very difficult to get a good picture of true activity history when emails are being logged on a separate screen. It's great they filter our to the contact they're associated with, but it would be great to see a single, chronological history for an entire account. It would be great to be able to result completed calls using a dropdown. I've created a custom field for call results, but the
Using javascript in "create new link"
Is it possible to use Javascript in create new link menu?
Change Custom link position
It would be great to be able to change Custom link position (order). Because at that moment i must re-create links if I need different order.
Need shipping cost in invoice
The invoices in Zoho need a spot in the invoice down in the subtotal area for shipping charges. The shipping charges should probably have a toggle that designates shipping charges to be pre-tax, or post-tax. In my case, it is pre-tax. I'd like to send invoices to customers but they are incomplete without shipping. I thought about adding a shipping "item" to inventory and doing it that way, but it's not the best way to do it. I can't use the "adjustment" area, as this looks to be post-tax. Is anybody
Website Contact Form Spam Filter/Captcha
The free version does not offer a captcha option for the website form. Is there any other alternative? Workflows? Somthing? I am getting hammered with spam daily from the form. Please! :0)
How do I integrate Zoho CRM with Google calendar ?
I want to assure once I log in through my Gmail account and look at my google calendar that I can see all of my Zoho tasks. Please help Alexa
Approval Process on Accounts
Can you create an approval process with out a workflow? Here is what I am trying to do: On account creation if the account type contains, Lead then send for approval. Upon approval change to Prospect. If Declined sent an email alert to Account Owner and User. When I do a test upon creating a new account nothing happens. Why? Thank you, Tabitha
can't update stage for potentials
Hello, I've noticed this problem for a few weeks now - seems to be a bug. When I try to edit the stage of a potential (updating the stage in the pipeline) it's supposed to automatically also update the % chance of closing, as well as the value for the potential. Ex: If I say a potential deal is worth $1000 and change the stage one to another with corresponding values of 40% to 60% - it should change not only the % but also the amount in the pipeline from $400 to $600 - but neither of these are happening
How can I notify a user when a new lead has been assigned to him manually?
I need to notify the users of my company when a new lead has been assigned to them. The notification should be Email stating that a new lead has been assigned to you. Kindly advise on the same. I am currently on paid edition (professional).
Create alert after lead approved
I am struggling to create an automatic alert when a webform lead has been approved and ownership reassigned. I can trigger the alert by changing lead ownership after approval, but not during. Any help would be appreciated
Multiple currencies
I use multiple currencies for Zoho CRM Sales Orders. Is it possible to link Zoho CRM exchange rates to live exchange rates? If not then I have to manually change all exchange rates every day.
Changing decimal format in existing field
Hi I´d like to change the way that decimals are displayed from using a ´.´ to using a ´,´ in an existing field. Is there a way of customising this per user, or just changing the field format? Thanks Johnathan
How to handle massive amount of picklist value?
Hi, I understand that Zoho CRM has a limit of 1000 picklist value per module. Is it possible to increase this limit any way? What is the best possible way to handle many different picklist value for the accounts module? Thank you Pang
Current Age formula
Hi There are a few very VERY old threads on this - but it's such an obvious problem, I'm assuming it's been fixed by now?! Using formula to calculate CURRENT AGE from DOB field. The code supplied by Zoho is Datecomp(Now(),${Contacts.Date of Birth})/(60*24*365) Problem is - it makes people a year older? I've heard it's down to rounding or something, but I don't know any of that - I'm just after getting the correct age for my contacts? Can anybody help please? M
Open Corect Email Client
Please tell me how to make the email links in Zoho CRM point to a web-based email client. Right now they always open Outlook. We don't use Outlook and never will. We don't even have an office. We are a virtual company, everyone can work from anywhere, that's why we want to use your web-based applications. So why are you forcing us to use an off-line program to send email from a web-based application? If I'm using a different computer I suddenly loose the ability to email from within the CRM environment.
Automatically trigger rule: change lead ownership
Good morning, I am stuck and need some assistance. I am inquiring to see if the following scenario can occur: Sales employee creates a new lead (assumes ownership), but due to travel emergency will be out of office for 3 days. As a result, to no lead follow up the set automation process rule criteria is set to trigger. (Due to a set time parameter no follow-up (lead input edit/modification). This rule automatically assigns a set new parent or default owner (supervisor) for review. This is a reoccurring
Need to send leads in a .csv format
How can I email or send our "leads" in a .csv format?
Customization Across the Sales Team
Is there a way to share your custom database with your team members automatically with the free version?
Iframe, file upload & Captcha not working.
We have successfully setup Zoho CRM account. But when we tried to create a web to lead from from our account we were not able to use advance tools options (File upload & Captcha) in our web from. Also we didn't see any option for iframe (kindly check attached screenshot) Kindly confirm are we missing any thing as part of initial setup or these feature not available in free version (3 users)? Kindly confirm on this.
Uploading data as a percentage
Hi In the CRM I have been trying to upload data that is expressed as a % in an Excel worksheet. I create a field in the CRM, using the % format, but when using the upload function it does not import the data. I have had to work around this be importing as an integer. But this is not a very satisfactory solution. Can you help? Johnathan
PO from Sales Order
I am a Reseller and would like to be able to create a purchase order from Sales order data, including requesting the distributor to drop ship the products directly to the customer (customer as 'ship to') as I do not want to warehouse the product. I do not see these features currently but I am also new to the product. Can I do these things today, or do you have plans to add these features soon? rjohnson
Replace the home tab with an uploaded logo
The number of modules in the menubar annoys me a bit, I have disabled the ones I don't use, however, one module keeps going into the "more" or "..." symbol. When clicking that, it fits nicely in with the rest on the menubar. So it clearly is space enough. However, what about removing the "home" tab if you upload a custom logo - let the logo be the home link instead?
Can one change/add criteria (other than email) when checking for duplicates when importing leads?
Hi, In our company, there are clients that use the same email address but have different establishments/companies (with different names) which are seen as separate entities. Unfortunately, when importing these leads, they are seen as duplicates (due to the same email address) and so a large proportion of our data is not imported. Is there a way to increase the criteria for duplicate search to email AND company name when importing leads to avoid this situation? Many thanks!!
Send Estimates Inside of Zoho CRM
I am a subscriber to both Zoho CRM & Zoho Books. When I am inside of Zoho CRM and I create an estimate under the zohoo books tab, how do I then send this estimate to my customer while still inside CRM?
Zoho CRM email template
Hi, I would like to know if it's possible to take a HTML email that I have made in Zoho Campaign and take it to use it in my email sent in Zoho CRM ?
How to handle expiring contracts
Hi. I am quite new to Zoho CRM. I have tried the pro version, but I cannot handle the following need. I sell annual services. I'd like to know when a service is going to expire and send an email to my clients, or a report to me so that I can contact them. Is it possible to do this with Zoho CRM? What version do I need? Thank you
Use company name as lead and not contact
Hi, I have just joined a company where the lead name is being used for the name of the contact person. This means that we have multiple entries of the same company but for different contacts. I need to consolidate this into just one single company entry with multiple contacts attached. How do I go about doing this? Thanks in advance. Tom
Contact History
We want to create multiple history for each Contact: Education Benefit - Amount, Date Received, Name of School, Course, Year Level, Etc. Medical Benefit - Amount, Date Received, Nature of Sickness, Referred by Transportation Benefit - Amount, Date Received Burial Assistance - Amount, Date Received A Contact may have availed of some or none at all. Can this be done with Zoho? Thanks!
How to Export Mobile Numbers to Excel
I want to export Lead's First name and Mobile number to Excel. Kindly guide me. growth@businessgrowth.in
Show related company contacts in a contact's view
Like when in an Account I can see the related contacts on the right, it would be nice if I go into one of these contacts, i keep seeing the other related contacts on the right. a)makes navigation easier within an account and b) i can see there are possible other contacts within the account.
Uploading contacts to CRM with (CRM) Campaigns
I am importing client data from another system. We are importing all the contact - not a problem. However, we need to associate the contacts with the campaigns they belong to. How do we add the contacts to the CRM Campaigns in Zoho from an upload? (NOTE: Not talking about the separate campaign system - just CRM).
auto responder?
Can Zoho be used as an auto responder? Moderation Update: This is to inform you all that Zoho CRM’s Autoresponder feature will be discontinued by September 30, 2025. If you're currently using Autoresponders to automate email follow-ups, we recommend switching
Scheduled Mass Email Status
I know this has been discussed very often on the forums and the answer is typically to use a 3rd party or Zoho Campaigns. However.. How do you see if the mass email that wash scheduled is complete if it is more than the daily allowed emails to be sent? I have a list of nearly 2000 contacts for newsletter distribution, I like the template format for the mass email because it allows me to post an attachment to the email. I do not want to switch to campaigns. But how do you know from a report setting
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