BCC not working
We have a number of emails that are not being attached to Zoho CRM using the BCC address, Worked on the 9th and stopped on the 11th. Any advice on this? Leah Edwards
How can I update the Report Folder name and permissions
There seems to be a way only of creating a report folder. But nowhere where can the report folder be updated... Do I need to create a new one!!!???
Zoho CRM Extremely Slow for the past few weeks
and also having to keep re saving work after it has disappeared. Slowness was really bad this morning. Says loading for a VERY long time. Can support please advise what is causing this problem.
Can't add users
I can't add users!!! They receive the invention email but when they click "Join Now" they don't get access and they get "contact your CRM administrator for zoho CRM access" What I am doing wrong?
Workflow Rule suddenly stopped working
Hi there, I have been using a workflow rules which sends an email when a particular field in a sales order is updated. I have been using it successfully for over a year. Suddenly- at some point in the last 2 or 3 days, this is no longer working. I have checked the setup- the rule is still there, and seems to be active. I reviewd the rule to make sure it was OK, clicked "edit" and then saved it again to see if this would "refresh" things but still no joy. I notice there are some people complaining
Export your entire Zoho CRM data for your backup measures.
When you use the feature "Data Backup", I'm lead to a screen which says "Export your entire Zoho CRM data for your backup measures. Fee of $10 will be charged for every backup." What format does this come to me as? (.csv, ...) What is the difference between this and "Export Data"? Thank you.
Accounts and Google Contacts
I've noticed that when I create an "Account" in Zoho CRM, it doesn't get pushed to my Google Contacts. Why is that? An account has a name, a telephone number and an email. Why shouldn't this be pushed to Google Contacts?
Task Creation - New Tasks Not Available For Selection
Hi, I have recently created several new Tasks within the setup section (Workflow) and although I can clearly see the new tasks in this area when I then try to move back to a relevant contact and assign a new task none of the newly created tasks are available from the list? Can you advise what step I am missing? Kind regards Tom
Help! Trying to import Paypal data into CRM
Paypal doesn't store the first and last name separately and Zoho won't allow me to push the entire contact name into one field. Is there anything to do without manually amending the CSV data every time?
Address Fields Don't Auto-populate for Vendor Contacts
There is an irritating problem when creating Contacts for Vendors records wherein the address fields for new Contacts associated with a Vendor don't automatically populate. Any Contact one adds for a Vendor has to have all address information added manually. I was told by Zoho Cares customer support that I would have to upgrade from Professional edition to Enterprise edition to have this functionality. This is VERY BASIC functionality. There is nothing remotely Enterprise level about auto-populating
Rounding problems in the quote section
Hello, Our quotes were going off fin until monday morning, and then the system decided to round to the tenth of dollars instead of to the hundreth. When we export to PDF, something has changed in zoho that messes up the pdf export. Can someone please help?
How does Zoho identify Customer in the new Activity View?
As per the above question -I'm scheduling away but no entry ever goes in the Customer List of this new view - how does Zoho CRM identify a Customer?
Report filter criteria not functioning
Attempting to create a report. Advanced filtering is not "sticky" i.e. when I select report criteria (example: Lead Source Contains F500) and run the report, the resulting report is NOT filtered and instead contains all records with no filters. How to fix?
Custom Event Reminders on Calendar
I'm trying to create organization wide events on the calendar of events that we should keep in mind over the course of the year to target, however the event reminders are limited to a maximum lead time of 2 days. We need to start selling for these events between 1 and 2 months in advance and I would like my employees to be notified when they should start contacting Leads and Contacts related to these events. How can I create a custom reminder to notify us 1 to 2 months in advance of the event? Thanks!
Duplication check of Account Name in Account Module
Is there a way to do duplication check on Account Name in Accounts Module?
Social Features In Zoho CRM
Why isn't the profile picture being saved when one do a search in LinkedIn and associate the individual's profile information with the contact information in Zoho CRM and is there a way to do this? WorkSamrt1
Mass Associate Contact (with Social Account -LinkedIn)
I exported my LinkedIn contacts and imported them to ZohoCRM. How can I easily mass associate them with their respective LinkedIn accounts? I can do it one at a time by selecting them and clicking the social button, but that is arduous at best.
Data import, (google, twitter, Linkedin, Facebook and others)
Hi, I am looking to import my contacts from various sources into one CRM, Zoho. As a consequence I don't want to do this wrong and end up with awful data from the outset. I use an android phone and most of my contacts are in Google, That is easy to export to excel and import to Zoho however I also use Outlook Twitter (3 accounts) Linkedin Facebook (me and 4 pages with followers) Google+ I want to make the best of all of these contacts and I know there is a Venn diagram of contacts here. Some will
Link an account to a facebook/linkedin/twitter?
Is there the ability to link an account to a facebook, linkedin, twitter, (etc.) like you can a contact? If not, are there any current plans to work on that?
Disconnect Linkedin
I accidentally associated the wrong Linkedin profile with my Zoho CRM. How do I disconnect or 'un-authenticate' my Linkedin profile? note: I have already removed Zoho from the linkedin applications page.
How to set up roles Data Sharing Options so that a user can view but not update each other’s data (i.e. Read Only)?
Hi, I have an admin user and a couple of sales staff, setup through roles. I would like the admin to be able to change anything in the CRM (change the sales staff leads, potentials etc) but I would like the sales staff to be able to only edit their own leads and potentials (only the ones they created), but can still view all the leads and potentials in the CRM. I saw in the help files that there was an option for Read Only in the Data Sharing Option but I could not see it in the dropdown of options
Potential report stage sorting order does not work
While it is possible to give every "stage" a sort order in the potentials I have not yet been able to get my potentials sorted correctly in a report. The report, when asked to sort stage, will always sort stage alphabetically. It seems however that the system has been designed to use "sort order". Why else has it been included in the settings? Can you please tell me how to get my reports sorted in the way l just described?
Account History Report
I would like to see all of the phone calls and emails sent to everyone at a specific large account in chronological order. How can this be done?
Campaign Source
Hi, I would like to transfer, automatically, the selected campaign from Lead into Potential via the Convert option. What is the right way to apply it? Thanks Ami
delete tasks instead of being closed
hi is it possible to have tasks that need to be closed to just be delete it or setting to delete rather than close instead, to stop a build up of them on the accounts/leads/potentials etc as they make the length of the page longer.
Mailing label formatting
I've been searching the forums for a way to format the mailing labels. The current format is unacceptable for the U.S. I don't want my customers to receive mail formatted in this manner. It seems that this has been an issue for years! Time to get this fixed, Zoho! This is not a small issue and I'm not interested in a complicated work-around. This is enough to cause us to look at other CRM solutions.
Mailing Labels
HI there. Will be nice if you can allow us to edit the mailing label in such a way that we can have the city name to the right of the city code. Not all countries encourage ONE line for ZIP CODE. Like Malaysia prefers ZIP CODE + TOWN in the same line.
Approvals Page Does not Load
We have an approval process in place that requires approval for new accounts. However, the Approvals page from the Toolbar does not load. Has anyone else experienced this problem?
Limited number of currency or number type formula custom fields.
Hi, i've spent the last 2 weeks implementing and configuring Zoho CRM, Zoho Support, Zoho Invoice, Zoho Vault, Zoho Docs & Zoho Mail for my organisation.... only to discover this today: " You cannot create more than 8 number or currency type formula custom fields " while i was setting up Leads in Zoho CRM. :-(( Is there any chance you can increase this limit to 12 ?? We really need this as this limit of 8 is taking away all the use of Zoho CRM for us! We just can't do without the extra 4 number
Can i see the original inception into zoho for an account/lead after conversion?
Once an ACCOUNT is created, i can see the date of the account creation and who made the conversion. What about previous data? Can i see when the lead was entered into the system? Who entered the lead in?
convert contacts to leads
Is it possible to convert a contact to a lead. Sales reps have been entering leads as contacts instead of leads?
Activity Issues
I have the following questions/suggestions: 1) We should have an easy way to delete an activity if it was already entered and it is no longer needed or a different activity covers it. 2) When Call Activities exist it seems there is no way to do any of the following: a) modify the time the call should be made b) register that the call was actually made and completed (so that it drops off the reminder list) c) change the call date and time to a future date or time if the current date
Unit Price Field on Quotes only has 1 decimal place
My Unit Price field on quotes just started showing only 1 decimal place. It used to and needs to show 2 decimal places. We haven't changed anything in our template, price list, etc. How do I get the quotes to show 2 decimal places again?
Unable to complete sales form - will not accept my entries
CRM will not accept dates on the calendar for a new sales order- it kicks me out therefore I cannot complete or save a sales order entry. I tried entering the date manually and it will not accept that either. Also - when I click in the arrow button at the lower right of the sales order form - I am not allowed access to enter a discount or sales tax. What is going on? HELP!!!
'Lead near me' function on mobile app
Could anybody tell me if its possible to set this function to filter leads by postcode rather than the town / city? Thanks in advance
Tracking key contacts
I want to be able to track key personnel and receive notifications if so much time has lapsed since we last spoke. Some contacts I want to know when 30 60 90 days have pasted since we last spoke. Also is there a way to group contacts into groups relative on our relationship, longer term medium term short term project/no project generated from contact?
Viewing leads for standard user
Hi, I am an admin for my company's Zoho. I don't want our standard to see any lead that isn't assigned or owned by them. I have tried to customize it this way but i couldn't do it. How do I go about doing this?
Make Company Read only? Found a loophole where users can create new leads even without permission.
Can i make the COMPANY field in leads READ-ONLY? if not maybe you can assist me in this. I do not want certain users to be able to create new leads. I have managed to take away certain permissions, but i noticed a loop-hole. A user can take a lead and edit the COMPANY, FIRST NAME, LAST NAME, PHONE NUMBER and EMAIL... this essentially can turn one lead into another. Thus.... creating a new lead. i could block those fields from being edited... but sometimes i need that. e.g. some leads dont have
When converting to sheet view and then transferring that to excel street, town, state and zip are merged in one field making it useless
Need the different address data street, town, state and zip to stay in separate fields Was able to do this before now all the address info is lumped together why? Joe Banaticla VP Sales USA Rosun Natural Products Inc E-Mail: joe@rosungroups.com Feel free connect with me at LinkedIn: joselitob@gmail.com
Suggestions for handling a single lead with multiple email addresses?
I'm not sure what the best method is to handle a lead with multiple email addresses. Does anyone have a best practice tip? For example, I have a lead that I'm emailing and I use the BCC function. Once the lead gets converted to an account, often times they email me from a different email address. So, when I use the bcc function, it creates another lead instead of adding it to the correct account. Any suggestions on how to handle this? Thanks, Brian
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