Facebook Lead Link
I am not able to link a Facebook lead for friends. I have tried several variations of the name and it simply will not work. For example, if I have a lead named Nathaniel Tucker that I'm a friend with on Facebook, it does not find them. If I try to add the middle name or the city/state at the end, it still doesn't work. Please advise. nt
Tasks disappearing on edit
We are having issues with edited activities saving on the contact closed activities. I understand that it needs to be related to the Account, but even with this it is disappearing. The call will save the first time, but if she edits the call it disappears. When you edit the call box it shows Related to and contact populated, but when you save it empties the info so is not attaching to the contact/account, it empties all the fields. I have attached screen shots of the steps and results. Something
How to find duplicate Leads in the Leads module AND/OR in the Contacts module
How to find duplicate Leads in the Leads module AND/OR in the Contacts module I need to clean up a small database of 2000 leads and 300 contacts before adding 4000 more leads. How can I quickly identify if there are ANY duplicate emails in Leads or Contacts? Thank you. George
Resource Calendar in Zoho CRM
Is there a way to create a resource calendar and create events for it? For example, we run an installation crew, and that would be a "resource". The other example would be a meeting room, or a projector.
Language issue (Spanish)
I am in the process of trying Zoho CRM and I have bumped into an issue with the language. I have the system configured to Spanish, but quotes come out in English. Also, some fields when creating a Product or Price Catalog, etc, are in English.
I want to compare values from fields in 2 different modules
I want to compare values from fields in 2 different modules, to use on a Workflow Rule. I need to check if the field "Discount %" on module Quote is greater than the same field on the related module Account. Both are custom fields.
Field Update Automation
It would be nice if a rule could trigger a field update that is a little more sophisticate than just putting text into a box. I would like to update a field based on another field. For example, set Invoices.Subject = Invoices.Invoice Number. Better yet, allow formulas - set Invoices.Subject = right(Invoices.Invoice Number, 6) The field update function seems very limited as it is now.
Bug With Creating Custom Fields
I don't know what changed but just today, we can no longer create custom fields (CRM). Please help. I've cleared my cache and cookies, logged in and logged out and tested on IE and Firefox -- all have the same problem.
Client anniversary - Gmail sync
Hi! We, in my country, have a Name Day. And I need to sync contacts with Gmail, because, this is only way to set reminders both for birthdays and name days Tried to make contacts anniversary date field but in Gmail, data format is not the same as in CRM. Is there a way to fix this? I am using paid ZOHO CRM
Mailing Labels City State Zip
I'm surprised this hasn't been fixed already. Your Mailing labels view is great, however you put each field on a seperate line We normally put City State Zip Code on one line. This should be a simple change. Please investigate. Moderation Update: The
problem importing data
Hi, I have a problem while importing my data from my CSV file. When I have to map the fields, the system suggests me only one column with all my fields. But in my CVS file, I have many separated column. Does someone can help me ? Do I have to modify my parameters ? Thank you very muck !
View/List two week old leads
Need to log in today, but see leads that were created 14 days ago. Similar to my "Yesterday's Leads", except I need two weeks out.
Overlapping Text
When I open Zoho CRM, the text in my leads and potentials is overlapping so that it is very difficult to read:
Automation of amount of a quote
Hello I am working with the automation of the amount of a quote letter could you help me?
Better search functionality
Hi guys, ZoHo CRM works well for us. What really disturbs my workflow however is the poor search functionality. It seems that you cannot filter on 'relevancy' of search results, nor does it control for spelling errors. For our business this is extra difficult, since our customers and target audience are in the same field and thus have similar names. IMO, an excellent search functionality is critical to any CRM these days. I do not need extra features; I need superb core functionality. Im wondering
How do I move contents in deparment to website?
Hello, I have many leads where I have made a common wrong entry. I have updated the website link in the department field. I was wondering if there is any way in which this can be done in a batch mode instead of one-by-one. Any suggestions are appreciated. Thank you, Arijit
Call Box Customization
I recently found out that when you relate a call to a campaign instead of account that the activity no longer shows on the account under closed activity. I find this in error, as I am placing the call on the account, but I need to relate it to a campaign to track focus/service line of call. Why is the call box not customizable? Is there an ETA when this may be available??
Task Notification Email Lacking Information
I asked support but will post here too. The email alert sent to inform someone of a task is too sparse. It could use a description of the task which you can enter when you set up the task. Here is what we see: Task Assignment Dear First Last, A new task has been assigned to you. Here is the requisite information Subject: TEST Task 1 Due Date: 07/17/2014 Regards, First Last
Signing In problem
Why does Zoho require me to re-enter my password every two weeks when logging in even though I check off "keep me logged in"?
Auto Processes - how to include account details
Hi I hope someone can shed some light on how to achieve this. The Problem. I have an automated process setup on a potential which monitors the signing up and transfer of an business energy contract from a current supplier to a new supplier. A selection of emails is sent to the contact listed on the potential to inform of progress. The contact is added via a look up field. Now I want to additionally send a few emails to an additional email address at key points during the transfer. This is in case
Can I see my earnings?
First of all, let me just say that I really like the CRM-system. It rocks! But... I have a question regarding reports. Since sales orders contain both listprice (my buying price) and the sales price, there should be some way of getting reports on how much a sales order generats in profit. As for now, I do this calculation myself and have added a field where I write "earning". But, since I put in the list price, is there no way of creating a report telling me how much I have earned during a month,
Do you need to have the enterprise account (US$35.00) in order to create custom modules?
Do you need to have the full account in order to create custom modules? thanks. I need to create maintenace module. And another thing can I add opportunities to a lead
Lead source
Can we add types of lead sources e.g. "craigslist" instead of "advertisement"? David
ZOHO SUBSCRIPTION
Please any one tell me how i know which subscription pack is i activated.I am new @zoho crm.
Email to Lead
When entering info on a lead from the lead list I scroll down and click on email (to send them info from us) the email template used to pop up and you can proceed with emailing your lead (while you are still on the phone with them). Now when I hit email nothing appears but when I close that lead the email template will appear and nothing else???
Invoice not displaying discounts
Hi Ladies & Gents I have completed my first invoice including discounts on line items. When pdf'ed or print viewed the discount totals do not show on the line items only the pre discounted list price. The grand total includes the discounts. The invoice does not read correctly for the customer. How do I display the correct line sub totals in the pdf I wish to send? I have attached a screen shot Hope you can help
Product Details don't show up in any columns
I want to be able to see which products are associated with an invoice at a glance. I have the 'Product Details' column in the list in the 'Invoices' module, however nothing ever shows up in that field.
Incoming mail problem
Hello Team, I have created a free account in zoho crm now... I'm able to send emails. but the incoming emails are not landing to the crm inbox. Please help!!
CRM Invoice Numbers
Hi The auto generated invoice number within CRM is too long. Can this be changed?
Mass Edit for Leads
I need to add all existing leads to a campaign. Is there a way to do this through a mass edit, or do I need to go into each lead individually and assign a campaign to them? Thanks!
Report showing leads that don't have a current open activity attached
Is it possible to create a report that will show leads that do not have a current open activity attached? In other words, we're holding our sales staff accountable for leads so they don't go "stale." Having a report that would show a list of leads that don't have something scheduled to do in the future would help identify stale leads.
leads owner
I just started working in Zoho, and it works well. i am trying to assign lead owners already in the excel file to import into zoho, but their is a lock symbol on my lead owners tab. how can i change that or how can i assign lead owners already from excel. I dont want to do it in zoho i know how but directly from excel. thanks.
Users - Unable to create or edit profiles or roles
Hi Zoho support .. I need to create two new users for Zoho (one currently active) I can create these - but by default they are created with: - Role = CEO - Profile = Admin Have reviewed the online manuals, but the options described to create or edit Roles & Profiles are not there Also - is it possible to set security by Profile (or role) - e.g. no data export I use the 'old free' edition with some paid add-ons Would appreciate any guidance that can be offered Thanks Ross
System Generated Activity/Task Email Reminders not working
I am not getting any, why?
Question: how to import a Lead into Contacts
How can I import a Lead into a Contact?
Why is e-mail-templates limited to 22.000 characters!
Why is e-mail-templates limited to 22.000 characters. This is a major blocker as we have HTML templates with more than 22.000 characters. Is their a setting we change for this to work!
Mass Update of Events Record Owners?
We have hundreds of contacts and for each events are added to them throughout the year. However if a record owner of the events under one contact change, is there a way to mass update all the record owners of the events under that contact? So far I've only been able to do it one event at a time.
Potentials Stage History
I am looking for a way to generate a report and/or do more things with stage history. I want to be able to generate a report that shows me how long my Potentials are sitting in each stage shows average number of days for stages gives ability to generate metrics on how long Potentials are in the pipeline (e.g how long from quote to signed contract) allows to show trends from month to month on each stage. I don't see this capability thus far. Any pointers?
Showing Line Items In Email Templates
Our previous CRM let us create an email template that had line items in the email body. Isn't this possible in Zoho? For example, whenever a quotation is created, I want to automatically send an email template to the manager with all of the line items that are on the quotation. In essence, I want to send the quotation in the body of the email template. Alternatively, I could live with attaching the quotation in PDF form to the email. Am I missing something, or is this another feature that is not
Good job Zoho CRM
Time saving and organizing done right!!! Contact and Calendar integration in Zoho CRM. This little box comes in very handy when reading emails. Quite often you will want to perform actions or plan things while reading an email. This handy little tool allows you to do it all in one window! It will instantly do several things. For example, create a contact from who sent you the email i'am running a online mini sites resell some gadgets, mail system is very convenient to everyone Add the message to
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