HELP!!!!! Simple Automation NOT working
Hi all! I am trying to set up a simple workflow automation and it hasn't worked yet. It is as follows: Upon Create or Edit if Lead Status is Approved OR Scheduled Send Email Notification to the LEAD OWNER That's it! Please help me figure out where I am going wrong - none us as lead owners have gotten one notification! :) Thank you so much in advance! Kelly
Zoho mail setup
Hi The following link « configurez maintenant » (setup now) does not work : https://crm.zoho.com/crm/ShowSetup.do?tab=addons&subTab=zohoApps Any idea ? Thanks
Subscription Question
Just to make sure I understand this: I just deactivated one of my users (Zoho CRM). The Users & Permssions page shows 13 active users. The manage subscriptions (Subscription Details) shown 14 users + 1 mobile user. If I select Reduce subscription, I get a dropdown that let's me choose a number from 1 to 13. To eliminate 1 subscription, I should select 1? Or do I select 13, for the number of subscriptions I want to keep? Thanks much.
Search view is mixed / disarranged
Dear all, if I do a search in my crm the results are shown as follows: Matching clients for example: But than the columns are mixed so at matching clients the first olumn shown is phone number. This is not really helpful and user friendly. Matching Potentials for example the first column shows Vendor, it should show of course the potneital name first. So my question is can I struture the columns? Can I change the arrangement first Pot name second stage for expmaple third closing date...... PLease
Search result design
Dear all, if I do a search in my crm the results are shown as follows: Matching clients for example: But than the columns are mixed so at matching clients the first column shown is phone number. This is not really helpful and user friendly. it should be client full name. Matching Potentials for example the first column shows Vendor, it should show of course the potential name first. So my question is can I struture the columns? Can I change the arrangement first Pot name second stage for expmaple
- You can create upto 130 Custom Fields.... LIE
Hi My business needs a lot of fields for our clients, but we keep getting the error, You cannot create more than 60 custom fields, as a business we need a lot of text and pick list fields... we have around 5 A4 pages, full of Fields that need entering.... What do we do? -Tom
- You can create 130 Custom Fields?
Hi, My business needs quite a lot of fields, and quite frankly, we can't create anymore than 60 custom fields, we keep getting the error, You cannot create more than 60 custom fields, yet it says 130 Custom Fields allowed? What is going on Zoho CRM! We need to fit 5 A4 Pages of Fields on the CRM for our clients!!! Please help, we are a bit confused! -Tom
plz guide me how to use this software
i am new to this CRM can u please help me to use this software.
Our system is unable to process your content, please contact support@zohocrm.com.
I'm getting this error when i try to create an email template.
Import - Permission Denied
I am trying to update leads for my organization, but many leads will not import because: "Permission Denied, record owned by another user". My profile has Administrator privilages and is part of a superior role. What am I missing? I need to be able to update all records. Thanks
module creation
I created a new module and have input data and none of the non admins can see the new data in the new module. The module was made public, so not sure what else is going on. Anyone have any thoughts?
Cant add a new user
I can not select or type a "role" in the pop up window when trying to add a new user.
CRM email format
When I type an email under a lead, it looks fine. When I open that sent email, the message is in multiple font sizes making the message look unprofessional. What is wrong?
Date field - want the date spelled out in Merge docs
I would like a date (i.e. 4/5/2014) field to display in my merge docs as April 5, 2014 instead of just the numbers. Can this be done? Thank you
Why has the support become so bad
I first started using Zoho about a year ago and the support was really great. Since then the support has just gone down hill rapidly. You can never get through to the help desk. I've just accessed the help website and all you can do is sign up for a trial of the Enterprise edition, this really is appalling. Neil Sanderson
This Email address is already taken. Specify a different Email address for the user.
I accidentally deleted a user record for my ZOHO CRM Accounts. Now, I cannot add the record - I get this message: This Email address is already taken. Specify a different Email address for the user.
How do you edit the clock?
Can't seem to figure out how to correct the time in the CRM, any suggestions?
Automation workflow
I use the zoho for b2c. My workflow is: 1) Mailchimp list subscription 2) Add subscriber in Zoho Leads (manual) 3) I convert Zoho Leads to Zoho Potencials and Contacts (manual) 4) I create a task (automatically in zoho workflow) 5) Sales force call to potencial (manual) I´d like to automation the steps 2 and 3. It´s possible?
anyone?
Hi, I'm a relatively new administrator and have a new user to set up. I think it all looks OK except her calender is using USA time and the rest of us are Eastern Australian time. How do I change hers to suit?
Mail Merge - Zoho Writer - After Merge, edit document?
Sometimes I need to edit a document that has been merged on a specific merged document. I see there is an edit merge document, but this seems to edit the actual Merge Document, NOT the already merged document. Is there an edit after merge??
Can I be logged in to two Zoho accounts at one time (different companies I support)
Can I be logged in to two Zoho accounts at one time (for different companies I support)? It is tedious to log out, then log in for the other company each time I need to view/enter a task. Thanks!
Mass update account
Is it possible to mass update the "Account" of groups of users?
What is problem here in my webform?
http://www.leandolini.com/
Using documents in CRM in an email template in CRM
Hi, I don't seem to be able to use documents or images saved in the Documents tab in CRM, when I'm setting up an email template in CRM. I would have thought this would be possible as this is where organisations would store generic company documents/images so that all users can access. Regards Patrick
How to trigger a workflow 5 days before a date-field ?
Hi, I need to trigger my workflow 5 days before a particular date-field value. However, the trigger options don't have this option. The best I can find is to trigger it 1 day before the particular date-field value. Please advise what or how I can do this ? Thanks.
Missing Data in Zoho CRM report
In Zoho CRM, there is the "Reports" module. I created a reported for Accounts (related to Contacts). - This report will link up Accounts and Contacts information - I selected all the columns from Accounts and Contacts module for the report However, the report is buggy with missing data - The "email" and "secondary email" values from the "Contacts" are always missing/blank in the report even though there are data/values. If I create a report for just Contacts (do not link up with any other modules)
Descriptions are Printing 2x in Event
Hello.... The following fields are being printed 2x now on our events, and we cannot find a way to change it in the Setup. -Title -Location -Date -Description -Host -Contact Can you please assist?
Losing ability to scroll in Zoho after creating a new event
For some reason when we create a new event in Zoho CRM... it freezes and then we loose the ability to scroll. Any thoughts on that?
Edit/Change Custom Fields Lookup Type so i can preserve my data
I need to add a new lookup field, but i've reached my max. I can't delete the existing fields that are set as lookup type because i will lose all my data. Is there any way to change the file type of one of my lookpup fields so it free's up a custom field and it saves my data? Please help!
Mobile app premission
Hi, What should I do to change the status on the Zoho iPhone app so i can write things? At the moment its says I can "read only" ? Thanks, Niv
create quote and format pricelist
hi, i have a long pricelist which i cant separate into separate pieces as the products and prices are just listed one after another. i want to separate them with lines, but as this is not a table i have no idea how i can handle that. i have roughly 30 products which must be somehow underlined. who knows how to do that? thank you so much constantin
excel totals
Can someone please advise why it is not possible to add the values in a column in excel! I can't be the only one getting fed up with needing to manually type every number down the column in order to be able to perform basic excel functions. It's a crazy waste of time and prone to mistakes. Plus I live in the UK thus the $ is wrong anyway I have asked about this (as have any others based on the forums) for over a year and have been advised it was being looked into - does anyone have any information?
Notification of invite
I set up a meeting invite in CRM and they sycn'd the meeting with outlook where I added the participants emails. All four responded but I am now getting a whole load of notification emails from one participant that he has accepted. I can't see any way of turning this notification off. The invite was sent yesterday and so far I count 20 acceptance notifications in my inbox from the same contact. Can you help?
invite notification
I am getting acceptance notification spam generated by CRM from an invite I sent out yesterday. 4 attendees responded and from 3 attendees I got one notification, from the fourth I have so far had 20+ notifications. I can't see how to stop this carrying on, can you help - your colleagues in chat weren't much help
Run Macro in Custom Modules and More!
Here are a few minor enhancements that will make using Zoho CRM easier for you. To begin with, we have a couple of features that are now supported in custom modules. You can now run macros for selected records from the List View of your custom module. Besides this, you can also send mails to selected contacts from the List View. Macros are a huge timesaving feature. If you have a set of actions to do repeatedly for a bunch of records, you can save time by just running a macro instead of manually
Double ownership
Hello all, In our company all the external sales people have an internal sales person as a back-up/teammember. So for every account there are, in reality, TWO owners. Both of these should be defined at the level of account module. I would have solved this by creating a lookup field searching for "users", but this does not exist. Does anyone have another solution (other than creating a picklist with all usernames)? Thank you! Grts, Shanti
Transferring address details when converting leads
When converting a lead to an account and contact does anyone else find the address detail disappear ? That once they are saved in Leads and the lead is converted they do not show up in the other field.
Sharing Calendars
Hi, I am wanting to find out how we can see each others calendars so as to make sure we don't double book. Thanks in advance Nigel
How do I handle two separate customer groups ?
Hello, I have recently started a second line of business and this now raises the question how to distinguish the two different contact groups. So far, the second contact group is filed as "leads", but this is not sustainable. If I put both contact groups into "contacts", I will not be able to distinguish the two lines of business and cannot send targeted email campaigns to one group. Should I open a second Zoho account for the new business line or is there a smart way to deal with this within one
Mass e mail address change
please can some one tell me where to go to reset the e mail address for mass e mails it was set up long time back, and now i need to assign a new e mail address.
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