Zoho phone support is down
How am I supposed to get through to support? I have filled out two tickets that never got responded to. When I call the "24 hour" Zoho CRM support 1-888-900-9646 I am directed to leave a message. Every time I leave a message, they call me back after hours (we are closed after 4, and I mention it in the message). I then call back the next morning to speak with your "24 hour" team and yet again the cycle continues of leaving a message and not getting called back until after we close. I demand a response,
Inventory module update - Need to enter price manually!
In our business prices change daily and are dependent on the volume involved. We need to be able to just enter the right price for an article for a particular quote, just like it was before. Not meddle with list prices, discount codes etc. Undoable! We need an CRM system that we can depend on, I need to know that tomorrow I can just do the same I did today. Maybe even more but certainly not less. Zoho updates are really becoming nasty suprises ... If you really want to make an update, make it all
Make fields tie together or autofill from one module to another other than lead to customer
Could you guys make possible to enter info in a field on a potential and have it update to that same field under the contact that the potential is tied to. For example can you make a way to map dependent fields outside of lead to contact. Or allow for an automated workflow that will allow me to have a phone number or email address that is entered into a potential copy to that same field under the contact it is related to.
Inventory module update causing havok!
The recent updated to the inventory modules has caused havoc, but I guess that is what happens when you don't test your updates first. When you select an account, the contacts are no longer filtered by the account selected. You cannot copy billing to shipping. The tax fields have changed, they actually wiped the data that was in the fields, now I have to manually put them in. Thanks! To make it worse, nothing has been published about the changes. Thanks, these recent screw ups have made my argument
How do I create sub-franchises under one global franchise?
Is it possible to have one global contact/crm list attached to one credit card while allowing new individual credit cards to be attached to subsets of this global list? This is how we would envision handling a franchise where the individual franchise owners could set up their own sub-accounts using their own credit cards. And of course, we'd need to be able to use permissions/roles for security so each sub-account can only access and see their contacts. But we would want the master global account
Scheduled calls never go away why?
When I make a call I have no idea how to mark it completed. I changed the status, I make a note. But the call still shows up on my list.
Sales Reps cannot see sales order details
Our sales reps suddenly cannot view sales order details. All they see are the headings (#, part#, product description, etc.) but no part numbers or prices. Then they can see the grand total section at the bottom of the sales order. Users have to be marked as management in order to be able to see the sales order details, but I do not want sales reps to be management and have access to data of all other users. My sales reps need to be able to see the sales order details. How can we fix this?
New - add line items in Quotes does not calculate currency properly
If you first select another currency besides your reference currency then the currency conversion does not work. It just adds the reference currency price. To make the quote work you have to add all line items with the reference currency selected. Once you have added all the line items then you select the currency you want to quote. This is not how Zoho worked previously. The real problem comes in when you want to update a quote. You have to re-select the reference currency, do the change and then
Include an already created opportunity in a new campaign
How do I include an already created opportunity in a new campaign? I usually create first the Campaign and then the opportunities within the campaign, but my doubt is how to do this the other way around. Thanks.
EMAIL NOT LINKED TO CRM
Hi there, I have an issue where my work related email has created a separate CRM which is not linked to the organisations. Therefore, my email address is the only one in a CRM and there is no other data which the other organisational members have. I need my email linked to my organisations CRM without changing my email address. Please advise.
We can't create a new lead form (Website integration)
For some reason the application allows us to create the form and fill in all the required details such as landing page and hosting page. But upon saving, the browser seems to be stuck and the form is not saved.
Account change for Contact not reflected on iOS app
It appears when a contact's company is updated on the web interface the change is not reflected on the mobile app, even though the new email address is shown. Also, the old company's mail address is still shown in the mobile app.
I can not do the research of products from add product subform.
I have created a my custom field with a my custom code for every product; in the old version when I researched my products, I put my code and I had my product. NOW NO!!!!!
Web to contact form not working
My web to contact form is not working on my site. Error Message: This form is currently not accessible. We apologize for the inconvenience caused.
Can I link an invoice to a Case ID?
I'd like to create an invoice and link it to a Case ID number. I've created a custom invoice field with the lookup type but I can only get the case account name or subject to insert. Workflow.... Customer calls with an issue and a case is created Service guy visits customer and resolves case Creates an invoice and links it to Case ID VIA lookup field so a full history can be viewed on case from invoice Appreciate any help
Last Appointment/Event
Is there a way to add a field to the contact page to automatically show when I last had an appointment with them using the events details? Tracey
Automated Reports - Can not Find? Professional Edition
I've used automated reports fro other clients and set up scheduling (email a PDF automatically) from within the Report module. But now I can not for the life of me find where to do this in my new clients instance. They have the professional edition and the edition comparison on the website says it's included? Any guidance please and thanks...
webtolead form CSS
hey folks - thanks for reading this - form works fine - but i'd like to know, how to format the form with css. it's a decrepit looking thing and i'd like to give it a little css love. anyone done this before? i'd appreciate any insight, direction or feedback. thanks a bunch!
Zoho CRM is down I can't access via firefox or Chrome I'm in Virginia
Zoho CRM is down I can't access via firefox or Chrome I'm in Virginia
Quotations
Can someone at Zoho please reply...... I'm finding it so difficult to setup Zoho CRM to manage my Upfront and Recurring pricing structure. I know the Zoho CRM quoting functionality doesn't deal with being able to quote recurring costs; I can add a custom recurring price field in Products and store the recurring price figure but I can't do anything with it. It can be shown in the Items line ina quote template but I can't total this price, I can't sub-total and therefore I can't store this total and
Display Does Not Fit To Screen
When I click on an account, lead, contact, etc.:, the scroll bar goes on forever across the screen. The left margin starts half way across the page, which seems like a total bad use of space. (see attached). I've gone into >setup >template and clicked on "Fit to Screen", but we can't seem to get all of the account information to fit on one page. Please let us know if there is a correction for editing the margin. Thanks!
Facebook search doesnt work
Hi just testing your CRM and it seems to have failed at the first task. Added a contact found their twitter, but cannot find their details on Facebook searh function. Tried to then find a friend and no luck their either. Can you tell me when this function will be available or I may have to use nimble instead Regards Stephen
Changing stages
Hi Everyone, I wondered if anyone had any tips / suggestions or knew of any user guide whereabouts online to assist me with creating automatic updates to a potentials stage? Possibly via a workflow? I am new to Zoho and so I am in the early days of creating the CRM to accommodate my business. For part of my sales process there are certain tasks that need to be completed before a stage can be moved and what I would like to be able to do is have Zoho move onto the next stage once all the tasks for
Phone Call List
I would like to know what people are doing for a best practice around phone call list while traveling. With other tools, like NetSuite, I have been able to look at a list of the calls I need to make which includes all of the below attributes so I can at the very least copy-paste the contents, which I then send to myself in an email and SHAZAM, I have one touch dialing on my mobile phone and I know who I am calling and about what. I do not see how to do this in Zoho. The Zoho Support team is telling
Zoho Walk Through Guide
Has anyone created a Zoho CRM Walk Through guide with screen shots. My organization is not interested in watching videos and I can not find any pdfs or word document explaining how to do basic functions
Export Events to Google Calendar
Hi, I'm trying to export my Zoho CRM events to Google Calendar, but i couldn't find any way to connect them. There are no option on my Zoho CRM setups to configurate it. I already connected my Zoho CRM tasks to Google tasks and Calendar, but not my events yet. Could someone help me? Thanks a lot. Ana
I can't upload my lead data
Help! V new to all this - I am trying to upload data on an excel spreadsheet so that I can export to mailchimp & then use zoho to manage follow ups. However although I am matching the columns with the data in the spreadsheet, when I then look at the leads there are only 5 columns, not all the ones in the spreadsheet, & importantly, not the email address column. Any ideas what I am doing wrong? Help much appreciated, Lisa
New CRM Account: Sorry for the Inconvenience...
I signed up for a CRM account last week because I had been told that Zoho was the best CRM. However, every single time I have tried to login since I created the account, regardless of browser (Firefox or Chrome), I get the following message: Sorry for the inconvenience caused. Please try after some time or report your issue in the feedback form given below. What am I doing wrong?
Default to email request receipt = yes - possible?
Is there a way to turn request receipt to true as a default setting when sending email? As 90% of my emails are sales-related, it's important to me to know if/when the receipient has opened it, and I usually forget to check this box. If this is not possible, could you take this on as an enhancement request?
Quotes in pipeline
Hello Guys, Is there any way to have the quotes included in the pipeline reports?
Wont' let us enter events, contacts, anything as of today...
We've been using ZOHO for 13 months without incident but as of today, it tells us we have an error when trying to enter a new event or a new contact. HELP!
Unable to create modules
Hello, I am an administrator user in Zono but I am not able to create new modules. Cannot see the option, the only thing that I can do is "manage modules". What am I missing? Thanks, Irene.
How i can change a rule?
Good evening, I'm starting to work on Zoho and I want to know how to alter na rule
Loading Message
We seem to have a problem getting to the next page in the CRM. We keep receiving a 'Loading' message and it takes extremely long to get to the next lead. Is there a problem across the board? Is there something we need to do? Help!
CRM is very slow past week
I am losing precious time do to the slowness of our crm. Is there an issue going on?
Boolean data type is limited to 20
I just found out that the boolean data type is limited to 20. Unbelievable. Is there a chance to extend the limit to 50?
Account modified date
We work off reports to make sure we stay in contact with our accounts. When we call a account - we call a contact within that account. However the last modified date on the account does not change or follow the last modified contact date. We need to understand why this is not happening. Example: 1. We produce a list of accounts that have not been called in last 30 days. The last modified date is within a certain date period. 2. We call the contacts on that list and update with a call log (completed
Set up Alert on Potential Change
Hi, I want to set up an "Alert" whenever the following criteria is met. Potential Stage is "Closed Won" And Potential Owner is not set as Current User And Potential Owner Field is changed to some other value I'm finding it difficult to specify these conditions in the criteria while creating a rule. Can you please help me with this?
Automatic task reminder
Is there a way for Zoho CRM to automatically alert a user that a task is overdue? or a way for the notification email to be sent again? I would like this to happen without having to force it to notify the asignee.
Upgrade from Standard to Professional Edition - Free Trail
Is it possible to use a free trial to use the Zoho Professional Edition for a limited period of time? We currently use the Standard Edition.
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