I can't add a new contact?
For some reason, I can't add a new contact? It tells me "unable to process your request, click here to go back". Can someone let me know what is wrong? Is it a temporary glitch?
Add custom field in quick window from clients
How can I add my custom field in quick window "potential" from Clients?
Custom field bug
Hello, this formula is wrong, why? I use it in a calculated field with no problem, i add it in an other field in the same module but throw an error... is it a bug? If i select the data type date/time can i use only date? And if wrong condition can i leave the field empty, how? If(Or(Startswith(${Invoices.IVA},'Subito'),Startswith(${Invoices.Prima Scadenza},'30')),Subdate(Adddate(Newdate(Year(${Invoices.Invoice Date}),Month(${Invoices.Invoice Date}),1,00,00,'AM'),2,'MONTH'),1,'DAY'),Newdate(Year(${Invoices.Invoice
Cant figure out how to mass email leads
I've created a campaign and selected all the leads that i wish to email. I also have the template ready to send them. please advise on how to send the email out. I have done this before but the system is SO non intuitive that i can never find it again!!
Where is the Roles section?
Hi I cannot find the link for Roles. We have the professional edition. I'm following the directions on https://www.zoho.com/crm/help/security/create-roles.html#Create_Roles but I don't see "Roles" anywhere on that page. Can you help me? Thanks!
Custom view not showing all Job Cards
Good day. I have found multiple job cards that are not pulling through to a custom view. All parameters are correct and I have made sure that the job card falls within the specific criteria yet it is still not appearing. Please urgently assist as this a causing billing delays.
potential/amount: only manual changes ?
Hi, while converting leads to an new potenial, i want to prefill /custumise the amount. Can i only chance amount manually? why? thanks for answer Heiko
How do I create professional looking newsletters?
Has anyone else been less than satisfied with how the newsletters/mass e-mails from Zoho CRM look? They don't look as professional as newsletters from other available e-mail/newsletter solutions (Constant Contact, MailChimp, etc.). How have you solved this problem and used your Zoho CRM leads/contacts to create professional looking newsletters?
Contact Name in quotes is not working
Cannot search for or enter into Contact Name field in quote module. Have also tried removing from layout and adding back in.
Lista Tarefas/Atividades, Grid mais completa
Na grid principal das tarefas, acrescentar colunas Contas e Contato. Isso permite a gente selecionar, ver qual o contato a ser feito primeiro. Na forma atual, para saber a que Conta/Contato se refere, precisa ir abrindo tarefas até localizar a desejada. Também, ao abrir tarefa, permitir visualização dos dados de contato (email, telefones...)
Data Storage
I am new to this software and wondering what Data Storage (all modules) means? The first version comes with 5000, second 100,000 and then unlimited. Are there limits to the amount of accounts, leads, contacts, potentials or information/data within those ... across all account platforms from free to enterprise???
How do I get a report of sales orders for a customer with what products they purchased?
I'd like to simply run a report for a customer and see what products they purchased without opening each individual sales order and writing it down.
Automatically include Contact email address in Custom Module field
Hello all, I have created a custom module with a few different custom fields that I populate through a csv import. I would like to keep track of bookings (travel business) and the custom fields I created are: Arrival date Departure date Name of the guest Property name (Account) Name of the property owner (Contact) Email address The property name and the name of the owner are both lookup fields. Through these I have created a link between the booking and the contact and account stored in Zoho. Unfortunately
Import of contacts failed after deleting all
I succesfully imported 4 batches of 1000 records xls files. The fifth batch refused, indicating it shouldn't have more than 301 records. I delete all contacts to start again, with that 5th f batch but alas, now all files, including those that imported previously fail with the same cryptic error. How can I get all of my records imported? BTW, the mass delete of contacts is really combersome. Please help.
Notes for this Lead is not saving
For a particular lead, if you Add a Note, it is not getting saved
Do you have security levels on client data so I can restrict my staff from accessing private info?
Hi there, Is there a way to restrict my staff from viewing private information on my clients that is very confidential? I envision having a section on the client contact form that is only able to be viewed by the admin. Do you have different security levels? Please advise. thank you! Marla
Company logo size should not exceeds 20KB.
This limit is unreasonable in my opinion and furthermore if the system refuses the size (which is not documented in the help) all of your other field data is lost. Please review the UI process. Finally, you have a typo: Company logo size should not exceeds 20KB. Should be Company logo size should not exceed 20KB. dgd
Is there a way to link CRM potentials/accounts/contacts with Calendar?
It would be so helpful to be able to link events with the potentials and accounts so it's all logged together and when we go to the event in the calendar, we can link right into the potential/client information. Is there a way to do this?
Would like to be able to link a task to a calendar event
I manage my tasks as follows which I think is fairly common for many business people. 1. I create a list of tasks. 2. I schedule my time in advance as much as I reasonably can. Perhaps I know that I have 2 weeks to complete Task A, which is going to take me 8 hours. Well tomorrow I might schedule a 3 hour block on my calendar to work on Task A. Unfortunately there does not seem to be a good mechanism within Zoho to link a calendar event to a task. I can link a calendar event to just about everything
New to Zoho-CRM Cases-Unable to process your request
When I try to enter a Case in CRM, i enter all the data, then save and it gives me "Unable to process your request" Click here to go back. We are trying out Zoho to determine if we want to invest for all the users in our company, though this is a show stopper. Please help. Thanks, Nick Manning PRIER Products, Inc.
Showing actual age in years and months
I need to see, under leads and contact, the actual age in years and months, How I can do this and under which plan?
I can't send email from the lead page
I press the send mail button and instead of opening a new email tab, it says 'Pop-up Blocker is enabled in your browser. Kindly disable that and try again' I am using Chrome on my Mac. I was using Safari, but the same message appeared. I am not that dim and I have disabled the pop up blocker in both Safari AND Chrome, but the message still appears.... Any ideas??
ZOHO CRM reverts changes applied without notice or cause in the last 7 or 10 days
Hi, I have noted that in these last days, Zoho CRM reverts the changes made by us in the last 7 or 10 days. Any general issue that are you facing? So, this means we have lost information of 7 or 10 days... I have checked the auditory register, and changes reflects that we made. But if you go to a given prospect, the last update does not correspond to the effective last update to that register. Can you help me? I am really concerned about it? If ZOHO CRM can not ensure consistency , it is not the
We are experiencing an ongoing issue with Tasks.
instead of Accounts in related field it comes up as Potential. How can I fix that?
Can we add contact information captured on zoho forms to the contact list?
Can we add contact information captured on zoho forms to the contact list?
CRM Custom Reports do not Appear as Source Reports when creating Dashboard Elements
I am trying to create dashboard charts based on reports that I have created in CRM. The reports work and run as reports but are not available for selection as Source Reports when creating the Dashboard Element. What am I doing wrong?
Same organization different CRM versions
Hi, It's possible have different CRM users versions, Example 3 Enterprise and 2 Standard in the same account? Thanks in advance, Xan
Workflow Alerts are not sending on Sundays!
We have spent several weeks troubleshooting a client instance of CRM with workflows that change fields and send alerts but do not appear to run correctly on Sundays only. They appear to run fine on Monday through Saturday, but on Sundays, they either don't run, or they don't send the email alerts. Customer is not happy. How are they supposed to work? Leads have a date/time field of a future appointment, Appointments can be on Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, never Sunday, Workflow
Problem with import csv !
Hello, my problem is: when I import my list csv contact, that's what happens: What to do to get to separate?
All Email Alert Workflows Stopped Working
We have multiple workflows that generate email alerts. First they never would trigger an email alert on weekends???? (Zoho has not resolved). Now for no apparent reason all email alerts have stopped firing? Any ideas what would change that could cause either of these issues? Unfortunately we are likely going to cancel the subscription because it was purchased to automate lead processes primarily.
Mobile App for iOS - allow screen turning for longer view on eg opportunities
Hi, Thanks for opening up the Mobile Apps access! I'm sure my activity will go up by heaps. I realise that most of my Potentials look the same in the Mobile App, because they are on the same topic for various customers and the customer name comes later in the text. And I want to avoid acronyms if possible... By turning the screen from Vertical to Horizontal as in most iOS Apps the field for potential name could be much longer, enough for this to work. Best regards, Carl-Magnus
Reports only exporting half of data
I am trying to export data from a report and it is only allowing me to export a few pages then goes to no records available. Is anyone else experiencing this? Leah Edwards
PLEASE ANSWER my question about the permission
Hello, is there any possibility to set such permission when the user have an access only to his data. In other words, the user is allowed to view only his leads, contacts and clients. So, I want some users to see everything and limit the other users somehow. Thank you, Xenie
Export Account list to a spreadsheet
I want to export my Account list to a spreadsheet for my accountant.
If you add an attachment to a lead and then convert the lead the attachment disapears.
Hi, we create custom quotes for our customers using different tool then ZOHO CRM. They are in .pdf format. My sales rep upload them to the lead and then convert the lead to an account etc.... After it converts the attachment is no longer there. Its not under account, contact, etc... I have informed my sales reps to make sure only to do attachments under account for now. Any way to fix this? Thanks, David Swanson
crm dashbaord - todays leads not showing up
Hi There, I am sending emails which include my tracking ZOHO email which the emails are not showing up on the dashboard for "todays leads". the lead is being created tho!!. another issue when the dashboard is in customise mode. open tasks section - doesnt show who the task is for. so i have a number of arrange appt, arrange appt, email intro etc. only in classic mode does it show the account and contact. THIS IS A MUST for the other view. its redundant without!!!
ZOHO Mail in CRM NEEDS HELP!
Ugh. I was working on an email in Zoho CRM for the last 30 minutes and lost the entire message because I dragged an attachment into the email. Within seconds the email turned into a preview of the document I added. Email lost. UGH! Tried using history to go back a page, but no luck. ZOHO CRM EMAIL DOESN'T AUTOSAVE. Drag and drop works great in ZOHO MAIL and AUTOSAVE works great in ZOHO MAIL. PLEASE MAKE ZOHO CRM MAIL WORK AS WELL and help me love Zoho. Thanks!
Send Email Campaign to Contacts that are Customers?
I am building a View in Contacts to Sync with Zoho Campaigns to send emails to my customer contacts. When designing a custom view in the Contacts Module, I don't seem to have Criteria available for Account Type. I'm unsure how to make a View in Contacts where Account Type = Customer so that I can then sync that view to Campaigns. Thanks so much!
About the sector field
How can I mantain the sector table or field? Is there a way to add more sectors in my CRM?
Contact screen keeps defaulting back - and not showing all of the information?
The contact screen keeps changing - and the information that was entered under "Contact Information" - like "lead source"< "account name", etc - is blank. When I shut down the website and reopen it - it starts working for the first few contacts, and then keeps reverting back. HELP!
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