Outbound call features
Hello, The way I manage my dairy calls (exclusively outbound) is missing some essentials features in the Call section. Ok I am using the free subscription at the moment so I cannot ask anything, however I believe my needs can meet those of other Zoho Users. - Need for a Close button (like that of Tasks) that sets the status of a Call to Completed. When you end up, finally, after a week of tentatives, talking with your Contact, you do not need anymore to see the Call among the list of Calls, it should
Zoho shortcut icon/tile
Please, how do i create a desktop shortcut to Zoho in windows 8 ?
Allocating leads to Telemarketing buy retaining Lead owner
Hello I have assigned a number of leads to a telemarketing campaign. The only way I can have my telesales person see the leads is for me to make the the Lead Owner. Unfortunately however, the Real lead owner then no longer has visibility. Is there some way I can retain the original lead owner whilst at the same time assign the lead to the telesales person who is running the campaign? Many thanks
Mail Merge Template
Hi, I am having trouble using mail merge template. On sending mails to contacts using mail merge template, the layout of the page is not right. The content that I put in the template shows up on the extreme right side when the contact opens their mail. I am attaching the screenshot of the same. Please provide a quick response as we need to use this feature. Thanks, Sylvestor George
Create Second Calendar
Hello, is there a way to create a second calendar with events?
Log a call feature
We have been encountering an issue suddenly today with most of our users with the Log a Call feature (within a contact). It has been working fine up until today. Users are logging calls by going into the Contact and clicking the Add a new call option.
Tasks in Zoho CRM...2 part process to save it?
I noticed that there is a 2-step process (actually more than 2 steps) to close or save a Task in Zoho CRM....why? You should only have to save your task once. In order to complete a Tastk, you have to click "more fields", which takes you to a new menu, then you select "complete". Next you have to click to save your options selected, and are taken back to the preceding task options menu. You then have to save the task from there. It's a bit awkward, clumsy, and frankly, unnecessary. There are
Is Zoho the right programme for me
Hi All New to forum so hope someone can help me. Apologies if in wrong forum please feel free to move I need to know if Zoho is the correct application for my business. I need a system to track the ‘post sale’ process of my business. We are a claims management company who make claims on behalf of clients. These claims follow a standard process over a defined timescale (usually). I need system to track which stage each clients ‘case’ is at and to issue reminders when deadlines are breached. I also
Use of the amount field
Hi, I'm new to Zoho and currently setting up our system and getting my head around the processes. Can someone tell me if the intended use of the 'amount' field at lead conversion is for an annual figure or a monthly figure (or something else)? Your help would be greatly appreciated as I can't seem to find an obvious answer anywhere :/
Zoho CRM App Login Issues
Hello, When I open the Zoho CRM app, everything seems to work fine. However, when I log in, it gives me an error that states "Error while authenticating.(SERVER_ERROR)". While I would just assume that I entered the wrong PW, when I enter the wrong PW, it tells me that I entered the wrong password and doesn't give me the server error message. I have uninstalled and reinstalled a few times. Any suggestions?
Date format in Events, tasks, etc
Hi, I have changed the date format in Settings to be DD/MM/YYYY, but in the Contact Manager, events shows as MM/DD/YYYY. Where can I change this? Thanks Steve
Am I able to add a contact's title on the "Account Details" landing page?
Now I only see name, email, phone, mobile & fax. Would like to add the title so i don't have to click on each name to find the "owner" per se. Thanks for your help!
Conditional Formatting in Documents in a Spreadsheet
Does anyone know how to add more "rules" beyond the 3 allotted by ZOHO already? If yes, how? rich@TheSocialFarmer.com
Sheet view?
Any advice please greatly appreciated. I can not get into the sheet view, when I click on it, it just says undefined and close. can anyone help me restore this so I can edit?
insufficient privileges for logo
I am the administrator. Want to change my logo. Upload it, but it keeps coming back saying I have insufficient privileges? I don't understand.
Do get Notification for delivery failure of email sent from CRM workflow (using non-Zoho smtp configuration) ?
Hello experts, I have checked for any existing topic related to this so I am writing this again? If this has been discussed before, please point me to it. I am using Zoho CRM. As a user, my email and login is my company's email. (let's say it is called user@dvsum.com) What I am trying to do is send emails to my contacts in CRM. So when I click send mail from the contacts page, it opens up the dialog box and it populates with the contact email and correctly populates the "from" and "reply-to" address
Zoho Sheet view
When I try to export my contacts using the Zoho sheet view button it is coming up with "undefined" and close button. This always worked before.
Mass update
Dear all, is it possible to mass update more than 100 records in Zoho? Regards Pavel
Where is "Automation" in Zoho Crm?
Hi, I am using as a free user and I'm exploring CRM. I'm totally new to this and am unsure if I'm looking in the wrong place! I couldn't find the "Automation" button. My setup only has 10 categories as compared to the 13 on the demo video's. Is this because my account is a free account and I have to upgrade it to a premium account first? Thank you so much!!
Email Relay
Are you able to set up SMTP email relaying so the email is sent from our mail server instead of from Zoho? Thanks!
Email Templates in Zoho CRM - Notification of Contact Record Not Going to Reply To email address
I am using a form in our website that adds a contact to Zoho CRM. Everything is working fine except that only the record owner receives an email with the contact information, not the email address I put in the Reply To field.
Galaxy III does no find contacts " near me"
When I do a search of ' Contacts near me' it will show my location and no contact. Have the setting to 100 miles, and I have numerous contacts minutes away from me. Is there a fix for this? It work fine on our team's IPhone, just not the Android?
Data Sharing of Certain Records
We have various lead types that are classified within the CRM. Is there a way we can share only certain types of leads from a lead owner to a group, without having to share ALL of the leads of the lead owner? For example, the lead owner may have two types of leads, "Lead Type 1" and "Lead Type 2". The lead owner needs to be able to share "Lead Type 1" records with a specific group without sharing the other leads, such as "Lead Type 2". We have been unable to figure this out. It seems like every
Tasks Disabled
Hi I am new to Zoho CRM and I am trying to view my Home Page. Under the Tasks section I'm am getting a message stating You do not have permission to view this component as corresponding module has been disabled in your profile settings (or) in Organize Tabs But I can't figure out out to fix this and I am the administrator. The instructions I found in this forum are very old and don't match anything I currently see in the customization area. Your help is greatly appreciated. Thanks
All tab options in navigation are not showing up even though all are selected in "Tab Visibility"
All tab options in navigation are not showing up even though all are selected in "Tab Visibility" in the profile permissions.
calls not being logged
it seems that the calls are not being logged and are not reflecting under accounts. I tried logging out and back in; still not working properly. Please advise
Clarification for campaigns in ZOHO CRM
Hi Team, I am using the ZOHO CRM. And want to use "Campaigns" tab in the CRM. So do I need to Purchase licence for ZOHO Campaign or I can use "Campaign" From CRM. I am confuse whether it is inbuilt or need to Purchase separately. Thanks in Advance. Regards, Sagar
How can I bulk edit my accounts data - 20000 accounts
I need to be able to see all of my accounts in an spreadsheet view - then edit row by row a custom field. I have the Advanced Reporting access where I can see all of my Accounts data but cannot edit/save directly via Zoho Advanced Reports. What would be the the easiest way to do this bulk uploading?
Every "Log a Call" is now missing!!
Has anyone had calls they logged using "Log a Call" missing? I am able to pull it up via backup feature, so they still exist, but I cannot find them using CRM system.
Automatic Event Creation
I have an appointment calendar field in our Crm, i also create an event is there anyway to automatically copy over and create an event using workflow rules into the google calendar at all?
More accurate mapping of leads / contacts
Hi, Often the addresses are not good enough for google maps to find out the exact location. Can I add geo-coordinates along with street address for leads / contacts / accounts, and have a more accurate data of location? In that case, can I also get locate on map tool to just search the geo-coordinates, and have the street address as the title of the point? Thanks!
Lead website addresses
Help.... When I edit a lead, it makes me delete the lead's website address. It won't let me save until I delete the website from the lead information. Thanks!
Audit Log: Why are contacts not hyperlinked in for email communications like the rest?
In the Audit Log, all types of correspondence (notes, events, potentials, etc.) contain hyperlinked contacts or records except email communications - the most common event (for us). For email communications, rather than simply clicking the contact/record to read about it, we have to copy/paste the name into the search box, which is tiresome. Can you please fix this?
Newspaper suscriptions
I have a newspaper and I'm interested about selling suscriptions to it. It is possible to manage variable periods? It is possible to accept payments? It is possible connect your CRM with Paypal?
Contacts
I am setting up contacts for the first time in Zoho. Should I do that through mail, contacts or crm? Once contacts are in Zoho are they shared seamlessly across all these zoho apps?
Does Zoho CRM now sync with Outlook emails to contacts, leads & accounts?
I'd like to be able to click on t=an email address in Zoho and have a copy save in my lead, client or main account pages. How do I do that?
Alphabetize account views
How do I alphabetize custom views?
Lead Ownership
We are attempting to set leads as Private so that sales rep A cannot see the leads assigned to other reps. We followed these instructions and set leads as Private. This appeared to be working, but after a few days we tested it by logging in as Rep A and in their lead view of All Open Leads, it still lists leads assigned to other reps. Please help! What are we not setting correctly?
Only 32000 characters are allowed in your email content.
I am trying to edit my quote template and have found that altering the area of content boxes to be impossible and many other editing functions are not effective. I have since used Word to edit the form and then tried to paste and save a revised copy however I constantly receive the error message "Only 32000 characters are allowed in your email content." Has any one experienced this? Can anyone recomend another way of editing the quote and invoice templates effectively?
Any way to retrieve deleted tasks
Is there any way to retrieve deleted task?
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