change account owner also change open potentials
When I click change owner on accounts module, is says "All contacts, open potentials and open activities of the account will also be transferred to the new owner." but, the system change all, open and closed. I need help to fix this, maybe a set up problem because I also have problem on forecast module. Thanks,
Auto Response and Returned Mail go to wrong email address
Does anybody know why or how to stop returned mail and auto reply/responses from going to the @zoho email address when sent from any of the accounts I use? I use a different address as default for everything and this becomes annoying as things can get missed. Thanks David
How do I know if a mass email was sent?
I set up a mass scheduler to send a mass email. We almost always get 10-20 responses, but did not get any at all for this one, so I'm trying to see if the scheduler actually sent something or not. Is there a way to confirm that the scheduler did send? Some sort of "Sent folder"? thanks
unit price vs list price
can somebody explain what is difference? does list price means price from vendor? if yes who decide about unit price? best regards, p
Changed the company name of a record by mistake
Hi, I have changed the company name of some Leads by mistake. How can I undo? Thanks, Giulia
Approved Changes Summary Report
We want to use ZOHO to manage our account ranking process and replace a legacy, home-grown PHP-based product. I was able to create the Approval Process for the rank change and that works. What I need is a report that summarizes the accounts and new ranks for the approved requests for additional downstream processing into our other legacy systems. I understand that I can see a history by account owner, but that doesn't appear to be downloadable. Any suggestions? Thanks in advance! John Galich
Glitches in mobile app
Is anyone else finding that the mobile app has a lot of little glitches with it. Today my "todays events" are all showing up 2 times. Yesterday had google maps showing the address 3 times
The inability to hide views is a major flaw
I previously posted a request to be able to hide views. There are two issues with not being able to hide views: 1) Usability - having the drop down list cluttered up with completely useless views is very annoying. 2) Security / User Groups - having ALL user groups being able to see ALL default views prevents setting up a secure system. If I set up 2 user groups ("Group 1" and "Group 2"). I want Group 1 users to be able to see only US customers - so i create a custom view the only shows US customers.
What are best practices for managing potentials in long sales cycles
Hi, Anyone else using Zoho CRM have potential in long sales cycles? I'm looking to discuss what could be some best practices in managing these to ensure reports reflect it correctly and reps can have a systemized way of handling it. For example, what if a potential has been worked for a long time, then gets closed. Later it comes back into play, maybe with a different contact, from a different source. Do you create a new potential or edit and note in existing one. From a reporting stand point,
How can i mass updates several accounts with same product?
example: i have 46 accounts selected in account modul - now i need al this account update with same product form product module. is there a workflow? thanks
Searching notes issue
Hi, We have noticed an issue today with the search facility. It looks like only administrators can search notes fields, the standard profile no longer searches notes contents. Could you have a look please? Thanks Steve
Mail Merge templates: more potential in one sheet... Is it possible?
Hi, did you know how can I field more Potential Names with Mail-Merge in one sheet (for example in zoho writer) attendance sheet. Best regards
Converting Lead to Account and Creating Potential
when on the lead conversion screen and creating potential is it possible to change the fields that are displayed on the potential part as most of what i normally see is missing? Meaning i would have to go back to the potential if i created it from this screen and fill in the rest of it.
Data Migration Tool keeps spinning
I cannot seem to upload my csv of data using the data migration tool. I've double-checked the formatting of date/time fields. Once I click to upload, the progress bar just spins indefinitely and nothing happens. Any ideas as to what I'm doing wrong?
SKYPE - Number Field Formatting -
Hi Question, I want to take the formatting off the mobile/phone number fields I do not want the automatic ( ) or - also the SKYPE to call if it does not see whats going on in SKYPE For example ( 41056)-1990 is the way the number is shown. If you hover over the pointer you have an option to via SKYPE ....if you followed this....then you would be trying to call Switzerland as its using the 41 as the country code. The number is an Australian number....I use SKYPE to make calls.....you have
PRINT button in LEADS stopped working
The Print button in LEADS has stopped working. I am using latest Safari Version 8.0.2 (10600.2.5) and it was working fine until about 2 weeks ago.
Chrome - No Save Notes on Potential
Tried with several potentials. Tried clicking the "Switch to Old Version" button. Does not allow me to save either way. When I use IE, saves just fine. Please let me know if there is something I may try on my side. Thanks.
QuickEdit for Potential status makes a mess of the potential price
When changing the status of a Potential using QuickEdit, it confuses dots and commas. It works well in the normal editor. Video (sorry, forgot to enable audio, but still quite clear I think): http://cygno.d.pr/1c3WN/4PNA1SSE
Rolling window in reports
Reporting question: in reports, I want to show all open deal statuses for all time by closing date, with one exception. I'd like to set No Decision deals to only show up in the report with a closing date in the last 7 days. I've set this up in criteria, but I can't seem to get it to work. Any advice is welcomed!
Issue with Round Robin Assignments
have an issue where one user seems to get way less assigned than a few others. Where can you see rthe logic behind it - or is it all down to Zoho?
How can I show sold product history for each Account?
For each of my Accounts in Zoho, I want to list the products that a customer has purchased from me. In this case it is a market research report subscription with start and end dates (2 year period). I will then use this information to follow up and sell them the next report when it is published. How can I add the list if subscribed products for each account? Using a form of potential? or Activity? Any suggestions?
Outlook Add In deleting data from Zoho
Data which I have previously entered in Zoho and NOT in my Contact in Outlook is being overwritten by the Outlook file. Has anyone else encountered this?
Mass emailing leads/contacts
Forgive me if this question has already been asked. I'm currently using Salesforce as my CRM, but I'm testing out Zoho to see if it's a better option overall. In Salesforce, I frequently use the Vertical Response application to mass email leads and contacts. This application allows me to bypass the 250 email/day limit that is built into Salesforce. Zoho has the same limit. Is there a similar application available for Zoho (so far I've found none), or is there any other way that I would be able to
Need Suggestion on Setup
I am building a Zoho CRM project for a local political party. I want to track an elected official without making multiple entries. Said elected official has 3 official offices in the state, one in DC, plus has a campaign office, and a personal address. Do I use the Accounts module to list the politician, then use contacts for each of the offices? How would I then assign the individuals managing each office to their location if I do it that way. Or do I do it in reverse, list down as an account each
Capture the status of a converted Quote
Hello, When converting a quote to a sales order or invoice, does the CRM log that the quote has been converted? I thought that the "quote status" pick list field was automatically being updated to Delivered, but since adding extra pick list options this doesn't seem to work now. I want to show open quotes based on quotes that have not been converted to a sales order. Many thanks, Pete
Captcha not draggable
Hi, using Zoho CRM with latest Chrome on Windows. We can create a web form easily. However both "captch" and "upload file" under advanced tools can not be dragged into the form. Any ideas?
Pick List Won't Populate
I have created a pick List with 5 different options to pick from. I go into Set-up, Customization, Fields and then click on the Module that has my Pick List in it. Since I was changing the names of each of the 5 "picks" I simply clicked "edit" deleted all but one of the "picks" and then added 4 new picks with different names. I then deleted the 5th pick and added that new name and clicked save. Only one of the "picks" is showing in the application. When I go back to edit, all of the changes I
Tabs in ZOHO CRM APP
Hi everyone, I could use some help to customize my zoho crm app. Is it impossible to hide modules' tabs in the Standard version for the app? I have read it was only available in the Enterprise version but I need to confirm it. Thanks in advance
I think there is a bug in the mobile version(android app) of task
there is an annoying bug in the task version(android app), here is the issue, lets say there is task pending witch was previously made on the computer and while on the road if someone would want to edit this already made task although the associated contact is visible on the display screen of this task when we go in edit mode, the task loses its associated contact and we have to find the contact all over again to re-associated it to this task.
Unable to identify account via 3rd party web portal
Hi, I'm trying to use your webforms to create a case (or custom module entry) from within another website. We need to link an account to the entry and have tried two solutions: Our preferred solution would be to use the account number instead of the name (because names are more error prone), but this seems to be impossible - whenever I try add a custom lookup field to a module, I can't enter the account number but only the account name (see attached screenshot for configuration) Using the account
slowness when searching
i have noticed since the latest round of changes that when you search for a company name etc it takes longer and scrolls through the various modules it checks which never happened before there seems to be an overall slowness issue in places. including when i create a new potential from the account module it have to go into potentials to in to the account from there but doesnt show up on the account immediately after saving it. also when i restore something from recycle bin it takes ages to be put
Feeds don't work
Hi, I try to use Feeds module, I've created Groups, but only some of them are shown on the left tab and then when I want to publish something for all users, it just does't work, I have always a message saying "Write your first message" (In french).
Reordording notes in Task
When we go into a task we noticed that the notes are in oldest first whereas Companies is oldest last. Is there a way to define the order?
What Is a ZOHO??
Title says it all.
User Profile Capabilities
Hi there, We have created a new user profile named "manager" and provided it with the full capabilities for the Client "contacts" module as per the first screenshot attached. However, none of the users that were setup as "manager" could edit or delete a client record as per the attched screenshots as well. Kindly help
copy of invoice
Hi , I need a copy of the invoices for all payments done to ZOHO by my company . Reg Yaron
I've been trying to reach Zoho for a week. I want a phone call or a refund, IMMEDIATELY!!!
I've been trying to reach Zoho for a week. I want a phone call or a refund, IMMEDIATELY!!! 760-808-9902
Remove the header and footer when printing an invoice from ZOHO CRM?
Paid subscription of CRM, Looking to make use of invoicing in the CRM module. When invoices print " Header appears with header: "Date" on left and "ZoHo CRM - Inventory Details" centered. Also, footer prints with https://crm.zoho.com/crm/PrintLayout.do How do I get rid of these? Thanks in advance. Dan
Currency
I have a problem because our company lists its product in two types of coins, American dollars (cash) and euro (€). The Zoho uses as the default symbol $ and I need to be able to use the symbol (€) too. I can not find the location to make this change. thanks please help me, thanks
Account & Contact Layout: Selection by Alphabet Letter on the top of the page
Hi, I have a large database of contacts and accounts. I also keep the views for both the Accounts and Contacts on "50 records per page". In doing so, I have to scroll to the end of the page to select another letter for viewing. The layout would be more effective if the row of alpha characters were on the top of the page. Thanks
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