Enterprise Trial expires in 3 days
Hi, My CRM screen shows that my Enterprise trial will expire in 3 days yet I have paid up. How do I resolve this issue. Naheed Kassam
Zoho CRM sync with either GoDaddy email or Microsoft Outlook for Mac 2011
Hi, Will Zoho CRM sync with either GoDaddy email or Microsoft Outlook for Mac 2011? If so, can someone tell me how to set that up? Thanks, Denise
Get Information from other Modules
Is there a way for me to put a related item in a custom module so that I can see related information from one module to another? In my Sites module I want to see information from my Clients module. I want to add it as a related list or perhaps a link to my Zoho Site Details. Again, Sites is a custom module.
User Permissions - View only certain accounts
Hi, I'm trying to find a way that a certain user could only have access to certain accounts. So for example we have 100 different parent accounts (and 1000 plus child accounts associated with them) and we would only want the new user to be able to see child accounts associated with 1 particular parent account. I can see how to set permissions on the 'field' level, but this assumes that you want every user to be able to see every single account on the account level. Any help is appreciate, thanks!
Adding pictures to Product area
Hi there is a closed issue on this topic but I'd like to reopen it. How could I use the Proposal module if I can't send my client a product's picture? This is a very sensitive issue that must be tackled asap! cheers
Daily report of all system activity
I'm implementing Zoho in my company and want to see a daily report or Dashboard of all daily activity (contacts added, tasks completed, etc.). Is there a way to do this in the system?
DONATIONS / NON PROFIT
Hi, Can Zoho be used to manage donors and their donations? If yes, is there a function that every time I enter a new donation an automated thank you letter is generated for that socific donor and hi donation?? thank you!
Can I associate multiple accounts to each potential?
I need to be able to allocate more than 1 account to a potential - is this possible in Zoho? (I have a TV feature that will be sponsored by 3 or 4 clients that I need to insert as a "potential")
Editing Lead Field Data Types
I am currently in a trial phase and notice that when I want to enter a new lead the 'First Name' field is a pull down list for Title and the Title field is open Text. seems swapped around - how can I correct this? This may have been a setup mistake when first accessing the system, but now I cannot see where I can get to this Data Type and correct it. See the attached pic
inbound Email help in Zoho CRM
Hi, Does anyone know how to make inbound emails appear automatically in your leads/accounts/potentials in Zoho CRM? Outbound easy but see the replies only come into MS outlook. Thanks.
using formula to calculate a new date
I have a date field that I want to use to calculate a new date field automatically using the data in the original date field. I have tried using formulas but getting lots of syntax and missing quote errors. This is what I've used.... Adddate (Newdate ${CustomModule1.Date of Valuation} + '90' 'DAYS') Any help would be so gratefully received. Kind regards
Time Stamp
I notice when I make calls from my leads list, the time stamp is off by 2 hours and a few minutes. I can adjust the call time, but the overall time stamp of the information is off. My computer has the correct time displayed, so I assume its the time on the program. I don't see where/how to adjust it. Please let me know how to resolve this. Thank you, Caron Mansfield 816 935-6163
Import products with prices not possible?
We are trying to use the Product module for the first time and imported our data for about 500 products. We have the list price in our csv file and mapped that properly, I think. But after the import the prices are not shown on the product detail page. After looking around the forums we see complaints from other people about not being able to import prices. Should the prices be imported from a csv file during the import, or is this broken in your code? Should we be using the Price Books to get
Anyone know how to schedule an email for future delivery on a certain date?
I want to schedule Happy Birthday Templates in advance. any ideas? thanks. I know how to create the templates, I just don't know how to schedule them to be sent on a certain date in the future.
Still confused...
Hi, I have tried to wrap my head around Quotes, Invoices, Sales Orders, Products and Pricebooks but I can’t get them all to work well for our business. We are a printing company that sells printing and websites. We have weekly newspapers and sell advertising in both the body of the paper and classifieds (I would want these as separate products), and offer inserts for businesses to put in our papers. The different newspapers the ad goes into, size of the ad, colour, features, position, special deals
Account/contact structure for leads
How can I set up leads similar to the Account/Contact structure? We have prospects that are big accounts and many contacts need to be tracked. Yet we do not want to mix them in with customers. Any help will be greatly appreciated!
Task Reminder Popup
We are considering upgrading from the free edition and are currently evaluating Enterprise. One required feature is popup alerts on tasks. I know in the free edition, this feature does not exist. However, the ability to set time/date for notification and the option to select email or popup is not visible in task creation/editing for the version we are now testing. Is this feature disabled prior to upgrade?
Find leads that have no activities attached to them
How can i find my leads that Have no activities attached to them and and no closed activities. So i may be able to see if any leads have slipped to the crack and would be lost in the databases Thank you
Recover potentials
Hi Guys, I have accidentally deleted my Potentials for 2009. Can it be recovered? Best Regards Jon
How to insert a html file in the body of an email (Newsletter)
Hi everyone, We created a newsletter (html file) that we want to send to our customer with zoho CRM. I want to insert the html file directly in the body of the email and not attached to the mail. In order that customer can read it without opening the file. I tried everything but it does not work. How can I do that? Thank you for your answer, it will help me a lot, Best regards
Cloning mywhole CRM
I setup Zoho CRM for my territory and expense the monthly fees for myself and the others users in my territory. Another territory leader wants to use Zoho and since I cant see a way to split the billing I want to look at cloning my schema so that she can have her own CRM with the same customizations that I made. How do I do this please?
Can I generate a new potential automatically?
Is there any way to create a new potential based on a macro / automation / query ? After I create the standard Contact/Account/Potential from a successful Lead, my sales process requires me to follow up with a new sales presentation after the initial Potential is complete after a set number of days. Assuming the first Potential Deal is "Closed Won", i would like to create a new potential to begin in 30 days. If the initial Potential was Closed Lost, I would like to create a new potential to begin
Removing Closed Lost from a Pipeline Report
Hi, Thank you in advance for your help. I have setup a pipeline report and would like to remove and Closed Lost opportunities. I have the full version and am struggling with this. Does anyone have any ideas on how to help? James
CSV import failing
I have a CSV file with four fields that I wish to import. I did three records and it worked fine. So, I tried the whole file and it says the import ended abruptly. 0 records read, written, etc. I checked to make sure required fields are on all records. I made sure UTF-8 data was used. I rolled back all attempts and retried. I have more stuff to attach, but there appears to be a three attachment limit...
Capturing emails and automatically add to potentials
Hi All Currently we dont use the email function with Zoho. We have moved from Sugarcrm which allows us to create a generic email address, eg companyname@sugarcloud.eu and all emails sent to that email account which had a customer email address listed in sugar, were automatically attached to the customer record. We do not want to use zoho for our email and still want to use outlook. We also dont want every email attaching to the contact in zoho. I've been told that Zoho doesnt have this type of
Associate a Web to Case form with an existing Account or Contact
Cases are associated with Accounts through the Account Look-up field. When building a case form to publish on the web, how can I architect it such that I associate the incoming Case record with an existing Account or Contact (Account Look-up field not an option to place on the form)? If I put the email field on the case form, will Zoho CRM match it to an Account/ contact that way?
Allow for changing list order.
The default sort order is not helpful. If there is a workaround, it's far to cumbersome to be used on a routine basis. I'd like to see a simple drop down list for LEADS, ACCOUNTS, CONTACT and POTENTIALS that allows for changing the default sort order to NAME ascending or descending. Even when reducing the list by selecting letters A-Z at the bottom of the screen, the sort order is still date driven.
Exporting Notes Fields
Hi, Is there any way of exporting Lead Notes as well as other Lead information? I have created a report to include name, address etc. but cannot find a way to include any notes I have added. Many thanks Nicola
New Comment Notification Feature!
Yello... Just wish to commend you guys. I think the new feature that alerts you when a lead has been updated with a comment is sooo useful. It makes communicating with my team so much easier and efficient. Thanks! Zakaria Desai
Notes not being updated across different views
In the new CRM View, i find all my pending tasks are not being reflected, esp long overdue ones. Secondly in the CRM View, i open a customer task and update the notes, the same is not updated in the mobile phone version. Anyone else found this problem ?
Haven't been able to Support Help re the following issues accumulated during the past 2 weeks??
The current Zoho CRM issues are as follows, 11-5-2014: 1. Can't get the QuickBooks synch to work - a. A security error occurs when trying to create a QWC file with Chrome browser. b. QWC file can be created with Firefox browser, however whenever the Webconnector is run the synch doesn't complete and errors show up in the log file . 2. Haven't been able to Import Tasks with the csv file migration tool. An error ALWAYs occurs when import is attempted and a re exclamation point shows up in the
"from" field in email template
Great product. I have a small question: no matter what I put in the "from" field in an email template, the email arrives at the recepient with the email address of the main administrator that opened the account. I am trying to write a "thank you for contacting us" automatic email in reply to a web form, and am unsuccessfully trying to put our customer support email there. Am I doing something wrong? Thanks
BCC Dropbox
BCC Dropbox is not working. I followed the Help here: https://www.zoho.com/crm/help/bcc-dropbox.html#Activate_Bcc_Dropbox I cannot find BCC dropbox under General Permission. By default, this feature will be enabled for the Administrator and Standard profiles. User with the Manage Profiles permission can activate this feature for users in other profiles. To activate BCC Dropbox Click Setup > Users & Permissions > Profiles. In the Profiles page, click the Edit link corresponding to the profile that
email notification for new leads
I currently have my website "contact us" for configured to drop into my ZOHO CRM account. I originally had it set up so that when a lead landed in my ZOHO account I would receive and email notice so that I could follow up immediately. The leads are still coming to my ZOHO account but I am no longer receiving the email notice? Can anyone tell me how to turn this feature back on? The developer who set this up for me is no longer in business. Thanks Bob
I run several companies with different colleagues which subscription best fit my needs?
I run 2 companies in Belgium: www.alt-f1.be and www.amia-systems.com ALT-F1 is a 3 persons company while AMIA Systems is a 4 persons company not including resellers (3). I want : 1. to use one single account to manage my 2 brands 2. to share (or not) the prospects, customers, accounts etc depending on the situation 3. apply the same rule to other Zoho products such as invoices and Campaign Thank you, Abdelkrim
Opportunities Tab - Upload file missing
Hi, we are using the Zoho CRM and the Opportunities Tab had a functionality to upload a file. However, this functionality is not available any more and we have no idea where are all the files attached. If you need more information, please let me know. Kind Regards, Hely.
Formula Field
Hei Guys, We are trying to sum up the results of few fields in Zoho, so they add up to one integer set up as formula field. We have two questions: 1) How is it possible for the formula to be working for older Accounts? It seems like just for new ones the result is compiled 2) How does the update field work? Thank you, Andrei
Give CRM access to my customers
Our company sales franchises. We have several different franchise brands and different sales associates working the brands. The franchisors would like to have access to the CRM (as a user) to review all lead activity for their brands. There should be a simple solution, but I cannot figure out how. Can anyone help? I have chatted with the Zoho support team, they have given me solutions, but nothing works so far. It could be me, as I'm not a developer, but have done lots of configurations on different
How can i Manage services apply to the customer?
i want to track services from my oportunities , i know i can manage task and events but i cant get opportunities $$ total price. I want to know how many services were done in a day.
Create dashboards from report on Custom modules
Hi ! I have created a matrix report based on a new custom module. (New object) I want to add it in a new dashboard but I can't see it in the Source Report List field even if it exists in the Reports section and it gives me a result. Any idea why ? Thanks
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