Potentials and multiple people
Some times multiple contacts should be related and have their emails in a potential. For example, there are multiple decision-makers in the client, with the discussion advancing from one to another over consecutive phases. In other cases, a potential may involve discussions with possible partners. The final agreement with the client may be reached or not depending on those discussions. So, emails to extra persons are a part of the sales process and should be related to the potential. I am told by
Link a contact to multiple lead sources
Hello, Is it possible to link a contact to multiple lead sources. The idea is to connect a client to our own company as wel as our sister company. Thanks for the information Anneleen
Adding the country code in phone numbers
Is it possible that the system enforces an entry mask how phone numbers should be entered. I.e. always need to start with the country code, etc. For example +44-xxxxx-xxxxx. Thanks
How to bring in note information under CASES available columns
I want to generate report on cases based on notes entered for the day. When i edit view only case information, description information and solution information are available
Is the email server down?
Has anyone been having trouble sending or receiving email from Zoho CRM
Is their any way I can sort my events from the CRM calendar in the activities view by time instead of the default sorting which is by time the event was created?
Is their any way I can sort my events from the CRM calendar in the activities view by time instead of the default sorting which is by time the event was created? Anytime I go to the activities tab to check my activity for the day. It gives me a list of events that I have for the day but they're not sorted the with the time of the events, instead they're sorted by the time the events was created. Any solutions to this problem..
Any time an event is updated on ZohoCRM Calendar it sends multiple invites to the participants. How do I stop that from happening?
Any time an event is updated on ZohoCRM Calendar it sends multiple invites to the participants. How do I stop that from happening? This happens when I update a field on the event in the calendar after the meeting. When I update the contact status, or
CRM Notes change
Any ideas why Zoho have changed from "Notes" to " crm.note.content" this normally means they are planning a change in the not to distant future, I must say these constant changes which seem to be changes just for the sake of it are starting to get a bit annoying. A concerned Zoho user.
Decimal digits in price book
Hi, I need more than two decimal position in price of pricebooks. In product module I can change that information on price unit, but how can I have the same for price of a price book? Thanks Kind Regrads Matteo Da Rù
How can I delete my CRM ZOHO account ?
I am the Super admin created it by mistake, please help.
Export a picklist
Hi Can I export a pick list. I have a "City" custom field on my Account record which is a pick list. I want to export all distinct values of this list. Thanks
Custom Report Development
Hi, I need a few custom reports creating and some general work done on fields in our Zoho CRM leads and contacts areas. I have looked at a few of the partner sites but it wasn't clear who offers this service. Is anyone able to recommend a developer please. Many thanks.
"Email Template" Now Missing "Product Description," "Qty," & "Price"
When the "Send Mail" area was updated yesterday, we lost the ability for an "Email Template" to display several things: Now it no longer displays: Qty Product Description Price It now only has the ability to use ${SalesOrders.Product Details}. Is there any way to get those to work again (Qty, Product Description, Price)?
Date Minus X number of days
I have leads that populate a custom field marked expiration date. I need to set up a report that will show all leads that are three days before this expiration date. I can bring up the expiration date in both standard and advanced filters but there are no options for 3 days before this date. I could use a between date filter but i would have to update that daily and that will not work. Are there any filters that will sort by a custom number of days? Or is there a way to filter by a date in a
Multiple problems with Zoho CRM, and useless Live Chat.
It appears that Zoho's mail servers are blocked by Google, so Gmail users don't receive my email. I have reported this, but I am continually asked to get my users to whitelist my IP. How on earth am I supposed to get every new customer of mine to do this; why is it my problem; and this won't solve it as Google themselves block it. Secondly, reports don't sum. I have tried to sum both integer and decimal custom fields but neither sum. I've tried to sum the default unit price in products. Also nothing.
Account Search not working
I have several accounts that have AT&T in the name. When I search for AT&T it does not return these accounts and returns hundreds of other that are unrelated to AT&T. It there a problem with the ampersand?
Task and process
Hi, Please could you help with this: I have to date labels: A. Date Label for a register date in an App B. Date Label for end of the course of the App The Course is a 45 days training App. I need: 1. Enter the register day manually (ok) 2. Change or add automatically the "date label for end of the course" (+45 days of the register) 3. Sent or create a task for the CRM User 4. Sent an email for the lead or contact register I´ve tried with task and others but I couldn't... Thank you
How do I remove "on behalf of" address in the From field?
I have authenticated my domain and it shows verified for both SPF and DKIM, I have also verified the sender address. Nevertheless, the test email I'm sending for the campaign arrive with "<zoho address> on behalf of <my address>" in the From field. Please advice what's the right way to avoid this. I want just my address to appear in the From line. I have the same problem for emails sent from CRM. If it makes a difference, we're for now using the free version. Thanks.
Avoid adding duplicate leads records
Hi I have duplicate leads under different lead owners. This is obviously no good so how can that be avoided? and cleaned up now? We are paying the $12 a month license for each user. Surely this is available to me? Is there some button to turn on? Thanks Stuart
More than one file type Photo
How to add more than one file type photo to contacts or leads? Documents won't do the job as the photo should be directly visible on viewing the record... also on Zoho CRM Mobile. Thanks for advice in customization. Must I use Zoho Creator as frontend?
Converting multiple leads to accounts
How to convert multiple leads into accounts. I have lists of leads from various companies and I want to convert them all to accounts.
Cannot confirm a new user
In Zoho CRM, we had a user setup and then deactivated. We tried to setup again, but invite email to user didn't include a confirm/activate link so we deleted again. Now we have to deleted users and one unconfirmed user for the same email. How can we get this user confirmed? Or reactivate first old user account?
default field names
can i change the name of the default fields....for example can i change the "industry" to "ind" without deleting the existing "industry" field and creating the new custom field "ind"
Link account and contact fields
Hello, Is it possible to have a field under Account to automatically populate the respective field for all underlying Contacts? Thanks, Manuel
Single User CRM Account
I'm inviting a new user to my CRM account but it says that she already have a CRM account. How can she delete her CRM account and join mine. We are using ZOHO for our emails so we only want to delete her CRM account so she can join the organization CRM.
Print filtered results not working
I can't print based off filtered search results anymore. It ends up printing something else. Please help! In Accounts/search/ filter Account Status (is) Active Billing Status (doesn't contain) collection Hood Cleaning Scheduling Status (contains) due for service I get the proper list of accounts on the screen, but when I select print it no longer prints that filtered list of accounts, it prints unfiltered results. I haven't made any changes since the last time this
Labels !!!!!
At this link: https://www.zoho.com/crm/help/miscellaneous/print-mailing-labels.html you state the following: With the Zoho CRM Plug-in for MS Office, you can use your templates to print mailing labels. See Also Plug-in for Microsoft Office And it stops
Zoho CRM - How to Send Mass Email to Accounts Only
Hello, I am trying to send a mass email, but would like to only include people who are listed in the Accounts tab and exclude the ones who are listed as Potentials. Any way to do that?
Closed Activities - Related List Column in Account and Contact
If you look at the past closed activity under the related fields in either Accounts or Contact module, you can't sort all the activity together to get a timeline of closed activity. For example, if you log calls and have closed activity, and want to see all of your closed interaction with a contact, you can either sort by logged calls or sort by closed activity, but you can't sort all of the together in descending order. This functionality is extremely important to get a full picture at a glance
Permission
Is it possible to set permission rights of the following. 1. Record owner is the only one allowed to change their record 2. Record owner can only view records assigned to him/her
Importing prospects go into wrong fields
When importing prospects from excel spread sheet I check fields prior to import and they are lined up correctly, but when they are uploaded, they upload in the wrong field and other fields are missing completely. The name of the prospect becomes the website and the name is in title (sometimes) and email goes into website. Industry and phone number are missing even though they are on the spreadsheet and on the import list to check placement.
List of fields in filter when customizing a view
Hi Support, When customizing a view and adding conditions, the list of fields doesn't show the section header. The list of fields to add to the view itself does show the headers, which makes it much easier to quickly find the field we want. I've attached a screenshot showing the (long) list of fields. Some way to break it up would be appreciated. Thank you, Nick
Printing of Activities
Last week, I was able to sort out the certain activities such as all tasks due this week and print them out using the print button next to the search button in the activities module. However this week when I go to print, no matter the search results - every activity appears in the print preview form. How can I get this to only print the tasks which have been selected?
Stages
Is it possible to to create three different pipelines?
Quotes vs Orders
When you place a quote the price it shows is the price...This is correct When you place a Purchase Order the price it shows is the price...This is wrong it should be the COST. They told me you have to create a Price Book but that should not be because when you want to update a price then you have to update the price, the cost and the price list. In the Product Module there is a Price and a Cost. So if you place a Quote the system should look for the PRICE and if you place a purchase order the system
Dial by "skype" Icon / Phonebridge
I see that there is now a phone bridge for Ringcental. I can't figure out how to change the "Dial by Skype" icon to "Dial by Phonecentral" Can someone tell me how to do this?
Contact Name in Tasks
I have "Today and Overdue Tasks" on my dashboard/Home page. The name of the Contact or Lead does not show up unless I click and open the task. Is there any way to add to this view, the name of the Contact of Lead for which the task is due? Thank you.
Dropdown in Webform doesn't get captured.
Our online webforms uses a dropdown for individuals to select their "System Voltage" however the value they select doesn't get uploaded to Zoho. The new lead created, just shows this field as blank. All the other fields work fine, including the dropdown question "Subscribe to Newsletter?". Here is a link to the web form: http://www.altendc.com/dc-generators/diesel/d1-diesel-battery-charging-dc-generator.html#_inquire
Require "Create Deal" upon lead convertion
Is there a way to require the creation of a deal when converting a lead?
Zoho CRM: BCC Dropbox Intermittently Working
Zoho CRM: I am trying to use the BCC Dropbox function with my Outlook 365 interface and having challenges with it. It works occasionally which is more frustrating than not working at all. The contacts and their respective emails are all in place but the email is not being appended to the lead/account. Additionally, your functionality describes the concept if the contact/email is not in the CRM system, it would create a new contact. That is not happening either. I tried recreating my BCC Dropbox
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