Aprroval process
Hi, in the approval process it possible don´t send email for these record? and other items for the related list? thanks and regard.
Reports in CRM
Hello, I am wondering if you can create reports in CRM such as the standard reports in Campaigns, including clicks, openings, unsubscribes etc? And if so, how? Best wishes!
How can I link incoming emails from my contacts and leads to them ?
Hi, I can't imagine that it isn't possible to my contacts or leads. for example: I have sent an email to a sprecific lead/contact, and when he replies I want to be able to see it under this specific lead/contact. How do I do this.
Cant find the microsoft outlook plug in on the App section?!
I wanted to install the Microsoft Outlook plug in although I cant seem to find the option. I went into setup, opened aps, and then other aps although it only shows me the mobile ap option. Is this because I'm a free user? Thanks
Changing in names
Whenever I write a name called "Jacob" in Zoho CRM, Zoho changes the name to "Truecob". How can you fix that?
How to auto fill a field from the client under which the contact is added.
For example the client name is added automatically when adding a contact to that client.
Saving excel modification in Zoho
Hello, Is it possible to save modification made in Zoho sheets editor ? I can export or pint but cannot find how to save. The sheet was originally created in Excel Thank you, Jacques
How to delete a Forecast
I want to delete my Q2 2015 forecast and make a new one. How can I do this?
Invoice tax and total without tax values
Dear Zoho CRM Team, As far as i can see, very, very old problem is still here: 1. We have an invoice with taxable products 2. Taxes for products are calculated/recalculated correctly nowadays 3. However, i can't see any way to have * sum of all taxes in a variable * sum of all products prices without taxes In many countries it necessary to create invoices like: 1. Product1 | price without tax | quantity | tax | sum as price with tax * quantity 2. Product2 | price without tax | quantity
Changing stages doesn't change probability in a potential
If I change the stage of a potential, the probability doesn't always change so it screws up my reports. Is there some sort of setting involved?
Display Records from another table
I import data into 4 tables. The 4 tables have a common field named "BEN". When I am viewing a certain record in the "LEADS" table (which could be considered as the parent), I want to see the records in table #2 that has the same BEN; in the next section I want to see the records in table #3 that has the same BEN; in the next section I want to see the records in table #4 that has the same BEN. How can this be accomplished?
Emails sent via Gmail not appearing in Zoho CRM Contact
So I have my business Gmail and Zoho CRM linked so that anything sent or received through one, will appear in the other. The only problem is that when I send an email through Gmail to a contact, it doesn't appear in the email records of the contact on Zoho CRM. And when I send an email to a contact via Zoho CRM, it appears in the Sent box in Gmail. Receiving email through either always appears in both. Can anyone help explain the issue?
Googe sync deleted all my zoho contacts - HELP!!!
I have used a 1-Way sync for years - Zoho CRM Contacts to Google Contacts. It appeared, however, that when a zoho contact was reassigned or deleted that they stayed in Google, ballooning my Google contact list. Yesterday, therefore, I changed the sync to 2 Way Sync, where Zoho CRM contact will overwrite the Google contact. In preparation for the sync, I deleted all the contacts in Google. When the sync happened this morning, 3 new contacts I had added yesterday appeared in Google. Every other of
Export
Bonjour, J'essais d'exporter des datas dans un fichier excel. Bien que le fichier créé indique un volume x il n'y a aucun data qui s'affiche. J'utilise excel 2013 Merci, Jacques
My employees cannot see the leads
Hi - my employees are unable to see the leads I have created. The only way they can see a lead is if they are the owner. If I check the permissions it says they should be able to see and edit leads. Can you please help Thank you Barbara
RULES
Hi Im battling with setting up rules on the CRM
Replace one field with data from another
I created a field for Opportunity Value and did our import, then realizing their is mandatory amount value. Is there a way to take all the custom deal values I have and move them to amount?
zoho unable to print
I have done a search through zoho tasks and i have gone to press the print button but nothing is happening - why could this be?
Upgrading
Hi, We have a new sales agent and we would like her to be able to automate the email sending to leads. is it possible to upgrade only one user to Enterprise?
Wich CRM version is required to register products and send quotes?
I try one version and I was quoting, but it expire, So I need to upgrade and pay that one today to send quotes to my clients. to which version should I upgrade?
Missing Plug-in
Hi - each time I try to copy my signature into my profile it says "missing plug in" and it will not show our logo in the signature. Can you please let me know how to solve this? Thank you Barbara
Show Sales Order in Potential sidebar
Hi, is there a way to show the related Sales Orders in the right Sidebar under Quick Links? The attached contacts and tasks are there but not the linked Sales Orders. Thanks!
Inventory item NOT marked 'taxable' but still contributes to taxable subtotal on invoice
Hi - I've unchecked the 'taxable' box for an inventory shipping item which is not taxable, however, it is always added to the taxable amount. This did not used to occur, only when recent inventory changes were made to Zoho. Any way to fix this? Thanks! Neal
Account Business Cards
I love the business card feature in the Contacts/Leads sections because it helps me visualize the people I contact. Could you please do the same thing for Accounts. Instead of having someone's photo in the business card, you could put in the customer's corporate logo. Even if you were just able to make available a custom field for images, it would help connect the account and their branding. Ron Jamieson HIRE GRAY MATTER
Grouping
In my contact list i have few contact the i want to group together , i.e by family this means that i have the family name as a group contact and underused that i have each family member , thank you
NOTES TO KEEP INFO
We are a Business to customer tax service which means that we prepare the customers report once a year. The question is, in order to work right and efficiently, we are documenting all our contact with the customer in the notes module. We found out that the notes in the Contact module and the Potential module do not synchronize and I don't understand why? What is the right module to use in order to capture the customers info? If there are existing notes in both modules (contact a and potentials)
Sort by events, activites, calls, emails
Hi, can I sort the datebase by such parametrs (not parametrs from contact information)?
Personalizar formato fecha-hora
Hola, En tareas, generé un campo personalizado con el formato fecha-hora, para que el vendedor registre la hora exacta en la que inicia la actividad y la hora en que la termina, pero una vez que el vendedor está haciendo el registro de la tarea, solo permite registrar la hora en intervalos de 30 minutos, ¿cómo puedo personalizar el campo para que me permita el registro de horas y minutos exactos, ejemplo 15:12? o en su defecto ¿qué formato de campo personalizado debo utilizar?
Show birthdays on calendar?
I have added a few contacts and added birthdays. I have also added ZohoCRM to my calendar. I have other items showing up on the calendar from the CRM but I do not see birthdays. Is there a way to get birthdays to show up? I'd hate to have to add them to the contact then have to add them to the calendar. Seems counter-intuitive. Thank you!
Case notes by time
Hi, I am trying to set up a system on the CRM so that I can add a time element to a task e.g 20 mins phone call, 5 minutes email etc etc. I have tried a custom field date and time and it only gives me 30 minute slots. is there a way of recording every minute and then capturing a running total of time spent on a case ? cheers
history?
how do I add a history or a prolonged comment, or maybe a click and paste of prior email to an account or contact? cant figure it out but am new....
images missing in templates
Hello Support, As of recently I am not able to print my logo into my invoice template anymore. I am still using the same template as I always did, which has been working all this time. Are you able to help me fix this? Please also see uploaded screen shots of the template itself as well as the preview of the template when using it to print an invoice.
Branding mail sent out with company name versus personal name.
Sending emails to people - would like the name of my company e.g. ABC Company to show up in their incoming box versus my personal name. It is a better identifier to them as to who is contacting them. How do we add/modify this in our account. They know ABC Company but they don't know Joe Somebody who works there. Example: Emails have been set up as joe@abccompany.com When they arrive at their destination ... it shows the incoming mail as Joe Somebody - joe@abccompany.com I would like their incoming
Attaching a document to an Account
I created my account a few days account and then imported into my accounts page. I then went into docs and created a folder called proposals. I uploaded a pdf to this folder. When I go in to Account > Attachments > Zoho Docs and attach the document to the account, nothing happens. I tried refreshing the screen and adding it multiple times but the document never shows up under attachments. I have tried this with several accounts and I cannot get one to stick to an account. Anyone know what I might
Why I'm seeing theese labels
Dear, In the CRM screens I see function names instead of labels as pictured below next to the big red arrows. Can you help me to find what settings should I take to get back to properly view the application. I'm using Windows 7 Professional SP1 64bit, Google Chrome Version 41.0.2272.118 m (64-bit) Thank you Carlos Joviano
Activation Link Expired response from CRM
I have a new user shown as Active, however the user could not complete the initial login from the link. They show a Activation Link Expired response from Zoho CRM. I have deactivated and reactivated with no new emails arriving for the user. I am hoping someone else has had this instance and can guide me. Thanks.
change in time and activity when closing date convert candidate to account.
when I create several activities for a candidate, and after that convert candidate for this account, the system changes the date and schedule of activity closing, losing control over the finished activities. Can verify this error?
unable to attach file from desktop to Case
steps followed: 1. Click Desktop under the Attachments section of Case module. 2. Choose File. 3. Click Attach button. After step 3, the Attach File window grays out and nothing happens. No file is uploaded.
Search description of Activity
I cannot seem to be able to locate information I put in the Description of Activity. scott.wilson
Notes
Would it be possible to associate Notes in Leads module? Earlier, I have uploaded Accounts as Leads and unfortunately i encountered an issue when uploading Notes in Leads.. Please HELP!
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