Where is my previous help request?
Sorry, I can't find my previous topic opened more ore less around 11:30 AM. Until 13-14:00 hours I could see it as "under moderation" pending topic, now it has disappeared while I didn't receive any communication from administrators. It's the first time I use this Forum, maybe I'm doing something wrong..anyway it's very very important to me to find it again and to get answers. Thanks a lot
Preventing Conversion
Is there a way that you can use workflow rules to prevent leads being converted? We have a condition on the Leads. If that condition hasn't been met then we do not want any leads converting. The condition is a checkbox in the lead module.
Problem with Custom Field Sorting Numerical Values
I have created a custom field with numbers 1-60. When sorting the column, the numbers 10-19 appear before the number 2. How can this be corrected to sort in correct numerical order?
I want to add the Skype ID field to accounts module
Hi, I love the Skype ID field that is available under the contacts module, and allows you to call using Skype directly from Zoho. I want to add the same field to the accounts module - how do I do that? Thanks!
How to manage different Mandants
Hi everybody I'm looking for a solution which could really help me to reach a better job management. Actually I'm working in sales teams of two different companies, so I absolutely need to divide my reports, daily and periodic activities that belong to each sales project. Obviously I need to do that across the entire sale process, so I can imagine a solution in order to create a new field named "Mandant Company" or something similar in "Accounts" module in which I could write the mandant name as
VERY VERY SLOW INTERNET CONNECTION !!!
Your all system is on cloud and your internet access is deadly slow. Is this joke? This is not a social network, this is business... We are doing our job on this system and trusting you. Be serious please... FIX THIS CONNECTION PROBLEM...
ZOHO running slow
Is anyone having issues with Zoho CRM running really slow right now? Does it mean I need to upgrade?
Imported leads are cloned instead of overwritten
When I import data I choose to overwrite existing records, yet I searched and found that it's cloning them instead. This is a HUGE problem for me. PLEASE help.
Today Zoho is working very............slow. Why that?
Would someone can say why it is wrong with that? Thanks
Sharing leads pick list with new user
After creating a new user I noticed the Industry picklist in the LEADS module is the default list and does not have additions and changes that I made in the Administrator profile. I am the administrator and the new user is STANDARD. Thanks Russell
Language
Hi, Is it possible to run the free 3 user system with different languages for different users?
Move Contact to Potential
I have accidentally moved a Lead into Contacts instead of Potential, is there an easy way to move it without starting all over again? Thanks.
Accounts > Sales Orders > Sales Commission- What populates this field?
I'm trying to figure out what populates the field "Sales Commission" which is listed in an account under a sales order. I would assume that the commission listed from a product would show up here but it does not. Any help would be great as I would like to be able to view how much commission a specific account has generated under this view.
Instability
Are the servers any unstable? I'm having trouble loading my pages. Please advise. Thanks, Eduardo
Lead Owner - How are the new imported leads distributed if there is no lead owner?
I want to overwrite/update the existing leads when I import my new list. I want to keep the same lead owner for those duplicates, but how do i distribute the rest of the new leads?
Did ZOHO change how the "sent from" line in the emails looks?!?
I dont know when this could have happened but it seems that now when we send an email through the CRM, it has a sent from line that looks like the following. Owner=waterjetworks.com@zohocrm.com; on behalf of; Company Onwer [owner@waterjetworks.com] What should be a simple "Sent from = Onwer@waterjetworks.com" has been turned into a nearly 2 line thing. Is there a way that this can be changed. It looks very tacky
Email history not appearing under Contact's info
I am using Zoho as our company's email server, and using IMAP with Outlook or iPad email for my email client. Some of my colleagues can see the "received" emails under each of their Contact's info in CRM, however I cannot see any emails, it just says "No Records Found". What do I need to do to be able to see the email history for each contact in CRM?
How to disable the cloning for Potential Module?
Hi! Can you please help me in this? how can I disable the clone view in the potential module when I clone, the approvals are copied and all the information, is it possible to disable? Thank you.
Telephone Pop ups with ZOHO CRM have changed -- how to configure ?
I notice in the past few weeks the pop ups associated with ZOHO CRM have changed. The issue I am having is I cannot link completed call records to the ZOHO CRM record even if the information is correct. It is failing 100% of the time. In addition the new pop ups seem to be created new records for every completed call using the inbound telephone number from the caller. This feature is also not allowing me to link a record to an inbound call even though it says it can. Are they still working
CRM Docs. How two bring them back?
Dear friends! We've used one very important file in crm docs, but then reduced crm status to the Basic again. For now we have no access to the file. How we can download it again and use offline?
Adding 'Product Description' to a Product Listed on a Quote
I have a list of 120 products. When someone creates a quote, they can pick from this list and add it to the quote. However, I would also like there to be a field containing a description of what that product is...in addition to its 'product name' and 'part number.' I am told this needs to be done manually for every quote? Is there a way for the description of a product to also get dropped into the quote automatically, just like the product name and part number do? I see a field on the quote for someone
How to retrieve product details from Quotes
I m intergrating it with asp.NET I would like to retrieve which product name is bought by which Potential Name I can see in Qoutes but how to do it
Service Industry for Invoicing, Purchase Orders and Sales Orders
We run a service business, we would like to be able to link multiple contacts (which we would service) to the purchase order and in turn send that to our employees as their services for the week (thus we would need multiple linking days for the calendar), in turn some would require multiple employees to work on the one job, however we do not want to make all scheduled jobs of all employees public for privacy issues.
How do I add custom fields together
Hi there! I am new to ZOHO CRM and this may be a novice question... I work for a trash company and my sales team sells various types of trash services (Bins, compactors, construction bins) to commercial businesses and there are multiple fields that I can create to associate with our services. Do I add these fields to the account page layout sections? If so, how do I get these fields to add up to a sum total? Or instead of creating fields that correspond to our services, should I create our various
Contact left the company. How to retain potential associated with the contact
I have situations where a contact has left the company so I do not want to have them as an active contact. I do want to retain the emails and associated potentials. Any suggestions?
rolling a potential into a project ?
Hi All, I am using CRM and in particular "Potentials" to list, track and keep up to date on projects we are working on. My questions is can these be simply converted to a project in the project module once we have secured the work ? cheers
Timestamp dropdown list
Hi all, I was just wondering if there is a way to timestamp when one of a dropdown list has been picked Thanks in advance
CRM Offers Show discount in print
Hello, when i print a offers, where is the placeholder, than i can use to show the discount? I need to show for each row of product the list price and the discount based on volume discount in price books. Thank you for help.
Back end of database
Is there a way to view the .sql or scripts behind the records in the database? Rather than using data loader or data import via Excel? Please advise, thanks!
New Email addresses with / slashes do not work in zoho, but works fine in many other mail servers like gmail yahoo etc...
Email address such as this one some_one/OITS/HIDOE@notes.k12.hi.us are not recognized in zoho mail, they will not send unless the/OITS/HIDEO portion is taken out manually...but these email addresses work just fine in any other mail client such as gmail yahoo outlook.. This is pretty frustrating now that our biggest client is Hawaii school district and the hundreds of emails we have to mail are not working in zoho, please help fix this
Database access?
Is there a way to gain access to the actual database where the records are stored? An easier way to get to the scripts/back end rather than importing and exporting into Excel? Please advise. Thanks!
Creat a new event and copy customer name automatically in the label?
Hello, I have a question. When I use the Customer module and make a new event for this customer, how can I get the customer name automatically in the label? See picture, I hope you understand my question.
Delete Custom Fields
Help please Trying to delete custom fields. I select customise > fields > cases I select the field that I want to delete and text box advising all data for that field will be lost confirm / cancel. I confirm, get a message saying 'loading', the field list displays again and the deleted field is still there. Desperately need to delete some as requirements changed. Thanks Greg
Unable to delete/edit fields after selecting YES, DELETE NOW
I follow the instructions to delete a custom field, I click YES, DELETE NOW, the operation proceeds, but the field is still there. Also, not albe to create new fields, keeping getting the message: " You cannot create this field. You can create only a maximum of 60 String fields/module (which includes Text, Pick List, Multiselect Pick List, Email, Phone, Text Area, URL, and Auto Number fields). For more details, refer here." BEYOND FRUSTRATED >>>>>> WASTED A WHOLE DAY TRYING TO FIGURE THIS OUT,
Access denied
I have sent an email to support@zohocrm.com. Would appreciate a faster turn around as all our accounts are locked out
Moving accounts to leads
Can anyone help I'm cleaning up my CRM as its been set up in correctly, I'm looking to export all my accounts into leads as they are not actually accounts yet and I have about 350 files. Is there an easy way?
duplicate search contact
how can I make sure that if a add another database into my leads section that the duplicates are not copied in as well, with out searching each individual lead. can I do a duplicate search for duplicate emails and then another on phone numbers? thanks sorry if this has been answered already
Service Industry Purchase Orders
How can we relate multiple (products) to a customer (contact) from multiple vendors?
Leads, Potentials and accounts...how do they fit together?
I have just started using ZOHO CRM and before I implement it for the whole sales force I want to make sure I set up the process properly. Mquestion is as follows: what is the relationship between LEADS, POTENTIAL and ACCOUNTS. When I add a lead, and then send them a price proposal for a new project it becomeas a 'potential', correct? When I convert the potential project, does it become an account? Do I register cases/notes/meetings after I have converted the project/client under the 'potential' (closed
Approval lead not working
Hi! i'm trying approval my leads, I select all leads, but when i click in approval, this system said me, "Wait",and does nothing more Thanks,
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