adding new Product Category
How can I add new manufacturer and t Product Category in product section. Thank you
Account and Contact field linking
Is it possible to link specified fields in Accounts to contacts; Ideally we want to Map the Account YTD field to each member of the companies contacts. So Map Acccount Fields to Conytact Fields?
Track Lead Last contacted
I need to create a Last Activity Date field on Lead to track when the last activity(task/event) happened for Lead. Is it possible?
Backup CRM not working
The backup seems to be "hung" as its been in progress for over 4 hours. also i dont seem to be getting the backup emails which should generate monthly
BUG: Email from CRM creates BLANK EMAIL in text-only email clients
Creating a multi-part MIME email with both an html version and a simultaneous plain text version is essential, because if the recipient's email client is not capable of rendering an html email, it will revert to the text version embedded in the message. (See, e.g., http://en.wikipedia.org/wiki/MIME#Multipart_messages ). This works properly in Zoho Mail but NOT Zoho CRM. In Zoho Mail, if I create an html email with the body text "This is a test" and view the raw source in my email client, I get this
Case Id too long, Any ways to obtain a shorter version of the ID?
It's clear the "physical" record ID is an excellent way to ensure uniqueness, now, asking a customer to repeat a 19 digit code is extremely cumbersome, I would ask them to repeat the last 5-6 digits, but is there any way to have it in a shorter unique version? Thanks,
Is it possible to update the record from creator edit to crm update
it should update in lead crm
Importing contacts problem
Hi, I am using Zoho CRM in Hebrew. I want to imports contacts from my gmail, they are also in Hebrew, most of them. Problem is when I imports them it only shows the names of the contacts I added. Nothing else, no information about them. Can anybody help? Thank you.
Zoho Kills Customized Fonts
In February, Zoho CRM killed the "HTML Preview" function, and replaced by its duplicating "PDF Preview". I thought they started to realize how terrible this decision was made, given a large number of customers have complained. However, that was just the beginning of a disaster. Last week they took a further step to have killed the customizing fonts function. As you could see in the attached screenshot, the left one was a quote generated last week, and the right one is the same quote generated today.
Data disappeared in new account
Hello I signed up for trial about a week ago, once in I created few accounts and contacts as well as users, now when I go back, the systems shows me completely blank license with no records. any ideas what might have gone wrong?
Storage Issues - help !
We are a new enterprise user in the first few days of having gone live. I am quickly starting to worry about storage issues. Namely we'll use the BCC dropbox often - many of these emails will have brochures attached which could equal upto 5MB. Should we continue this for weeks or months we'll soon need TB's of storage. My question is - is there a way for the attachments of emails to be stripped before they are placed on file. It would be good to have a record of the email but don't need the attachment
Report scheduler not functioning properly
Hi, We had scheduled some reports for specific days of the week. It was working fine till last week. This week, all the weekly reports got fired yesterday. Checked the report schedule settings and they seem to reflect what we had originally set. Any idea why this is happening? Thanks, Aritra Pengala Learning Pvt Ltd.
How to make a field mandatory by selecting another picklist field value
We have two fields both fields type are picklist in zoho crm when we select one field then second field automatically mandatory without click save button please let me know any helpful link or any other solution many of thanks
User registration error
I've invited a user to join my company's platform. Upon clicking create account all I get is an error occurred. Any suggestions what's causing this?
Invoice template
hi we are still looking for a simple way in house to design our own invoices in zoho crm. We have had a lot of companies we know ask about our crm package but the one difficulty of cusyptomising invoices and quotes is a real sticking point for most small businesses.
Workflow setup, can't get it to work
Hi Guys, I'm new to using workflow and I want to get started. Here's what I'm trying to do. In Products in CRM we have created a text field called Part number, all I want is that each time a new product is created and the Part number field is filled that the CRM field Product Code gets set to the same value. So for example if I say Part number = '09-911' then the field Product Code should be set to '09-911'. Sounds very simple and I thought it would be a good start to get me going in workflow but
Cases (not custom) lookup field is not able to be included in a report
I am wanting to include lookup fields in my cases report. Available fields are only the custom fields. The lookup fields that are 'hard wired' in Zoho are not editable, and not visible in the columns to include in the report module. why? Solution?
Can't login
I am having problems logging into our account under my email address YLee@UltimateLab.com (email address not recognized by system). My co-worker was able to login to my account on her computer. I haven't changed computers--I did create a new account with the same email address to send this info. 1) how do I get in? 2) can I update this email address to YLee@UltimateLabsInc.com? Thanks, Yvette
IP restriction - Locked out
I am currently unable to log in to my Zoho account. A message 'Access from this machine is not allowed' is popping as i try to log in. Previously i have limted the IP access and have no problem logging in from my device. Could you please assist to reset the IP restrictions or advise other solutions. Urgent. Thank you.
Email Notifications
Just looking for the simplest way to setup automatic email notifications when any record is added/ edited or commented on? I know I can setup workflow rules with email templates etc but there must be an easier way? Enterprise edition. Cheers and thanks,
Managing Contract Opportunities in Zoho CRM
Good Day I would like to enquire as to the best way to manage contract opportunities in Zoho CRM. (If a customer signs up for a 12 month contract at a fixed fee.) Is this opportunity captured as one (i.e. Monthly fee x 12) or is there a way to apportion the amount in alignment to a revenue target in the Forecast module. Your advice will be greatly appreciated. Thanks and Kind Regards Nadia
how to mandatory field when we select any other field value
We have two field first field name country and second field name city and both field type is pick list when we select any value in country field then city field must is mandatory without click on saving button.Please let me know how to do this many of thanks
CRM Leads
Hey Guys I"m piloting this CRM portal for my company too see if it will work with what we want to do. One thing i'm having a tough time with is being able to mark a lead as complete. Is this feature available?
Custom fields
What happens to custom fields which were added while using the trial version, if we decide not to continue with paid version for time being and just use free version for some time
Clone Layout to all user
Hi, I have setup the "Account" layout I want to be used by all users. How to I clone my layout to all the other users?
will I keep my records after 14 days trial?
Hi, I am interested in to pay ZOho crm licence. I start to import leads; but I will start my activity in 1 month. In 14 days my trial will expire. When I will pay in 1 month, will I still get all my records saved in my zoho account? Or everything will be removed and I will have to import all again? Regards Gauthier
Custom Field Update on Automated Rule>Action
I generated a custom field on the Potential field I want to setup a specific value when a new Potential is created. I went to the Automation section to setup a rule. However in step 4 I dont see the option for a field update. I just see an option for "Send Alerts" or "Assign Tasks". Why can't I see an "Update Fields" as per the screenshot here: https://help.zoho.com/portal/en/community/topic/field-update-custom-field-on-automated-rule-action
problem with closed user
Hello, We have a problem with adding a "new" user. The user was closed accidentally because the user´s email address needs to be changed. Somehow the user cannot accept the invitation of ZOHO CRM because "it´s already part of the CRM account" How can we solve this asap?
ITA/EU cookie Policy
Hello to comply with the EU/Italian privacy legislation I need to understand what kind of cookies are stored by Zoho to visitors when they use web to case forms: technical cookies of profiling cookies. (art. 1 - lett. a - the English version: http://www.garanteprivacy.it/web/guest/home/docweb/-/docweb-display/docweb/3167654) My case: in my website we have embedded a "web to case form"; visitors fill in the form and send us the web form, then get an authomatic "thank you" reply by email and that's
BCC Email trigger
Hi Is it possible to trigger a task to be created when an e-mail is sent to a lead and/or contact? We are currently using the "Old Professional Edition" with the bcc email function. Thanks in advance for any help with this.
How do I transfer the information contain in a Large TextArea into a Small TextArea?
Hi, I have been trying to filter my contacts based on the content of TextAreas for a while now and I have just realised that you can do that if the information is in a Small TextArea (Not in a Large TextArea). As the Small TextArea is a fairly recent feature, I will need to transfer the information from my Large TextAreas into a Small ones. What process should I follow do that without lost of information. Thanks, Gwenolé
Fetch Data From another Report
If I create stateless form with single submit button.....when i submit that button i want to fetch data from another report [zoho database] how do i acheive this problem
We recently upgraded and now cannot access our activities
When we try to open an activity, we get a message saying "The record(s) you are trying to access is not available." This is true for all activities, even new ones created 5 seconds ago. We upgraded from free to Pro on Friday. How do we fix this?
Anybody using digital signatures with ZCRM?
Just wondering if anyone is using digital signatures to sign invoices, quotes etc... How is it working out? Any issues, pitfalls to look out for? Do you integrate with a third party accounting software? I've looked at some apps like echo sign from Adobe... Still a lot of extra clicks to sign. It would be "amazing" if a digital signature field could be added to Zoho!! Thanks Kevin
Import from CRM - Account Owner, Last Modifed ID and Created By ID issue
I am trying to import accounts from our previous CRM using the Setup --> Data Administration --> Migrate tool. I need to retain the Account Owner information, as well as Created By and Last Modified By users. It appears that I am unable to set the Account Owner on any records through this method - it assigns my user as the owner on all Accounts, regardless of what is in the Account Owner field. I have tried the user's FirstName LastName, Email Address used to log in, and the actual internal ID that
"View" Name not showing
When switching from one View to another the name of the current view is often not displayed. This is not a huge problem as I can just drop the menu down and select the view I think I'm on in order to verify. However, this is still annoying and I only noticed it happening recently.
Can I lock Events?
I need to lock the option to edit past events. Help!
Using Fields to create a chart
Hi is it possible to have a number of fields whos values would show up below in a chart for historical reasons. for example,I am selling a number of variable priced products. I want to be able to enter the day, the product and the price paid, by that customer and for me to see that in a chart form. (see below). Is this possible? Thanks David
changed name and now all data invisible
Dear Support, I changed the name of the Superadmin including the contact email and now it seems all leads, contacts etc. are invisible (hope they are not gone...). What can I do to let's say transfer the rights of the "old" (deleted) user to the "new" (existing) Superadmin? I still have these "verification codes" and hope they can be of help. Appreciate you help. Kind regards
Webform and assignment issues
I have created a webform and the rules to allow the different users to be assigned leads on a round robin basis. Firstly, I am having problems with the actual webform. When I complete the webform on my site and fill all sections a short while later the lead is added successfully. However, when I view the new lead I cannot see the phone numbers or title that i entered on the webform, i can only see the names and email plus other automated data like the URL...etc. How can this be fixed? Secondly,
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