Getting multiple task reminders in Chrome
Every time I set a task reminder in chrome, I get multiple pop-up's for a single event which is annoying. Any idea how to fix this or why this is happening?
Lead Source
When importing a lead list I am able to customize the lead source. When manually entering a lead, I have to choose my lead source from the given menu options. Is there any way to enter a customer lead source on a manual lead entry? High Check/Low Tech ;)
Feedback for Vino
Vino was absolutely perfect. He was extremely clear on what had happened and how to fix it. I also had several other questions that he answered for me. I also appreciated how patient he was with me as I have just recently taken over handling the CRM. He was very kind and a pleasure to work with. If I call back in again I hope I get to work with Vino! Thank you Vino!
Calendar format
Hi there - When I click on a date, it brings up a calendar which now begins the week with Monday. How do I change it back to the week beginning with Sunday? Thank you.
Sending Invites to Users: Asterisks
When an email invite gets sent to a user, we are getting the following in our Subject line withing the email when using Asterisks. The asterisks are before and after Join Me. Invitation: **Join Me** UC Davis Setup and Training on Wednesday, July 09, 3 PM - 3:30 PM.
Make the web-to-lead Email Notification log as an "Emails" event
The web-to-lead form and custom email notification to the prospect is great however the email the prospect receives is not logged in the Lead record. Before moving to Zoho we used SalesForce this function was available in SalesForce. It's critical as the sales rep knows exactly what emails the prospect has received. At the moment there is no record of this and the sales rep has to keep local copies of each email template and based on the 'Lead Source' look up which template the system would send
Intermittent Speed Issue
Sometimes works at a reasonable speed. But often takes a long time to get from screen to screen.
Referral Program
How can I successfully add a referral program to Leads that has a start date and expiration for a payment to be made to an outside lead source? After 90 days from the referral the lead can be reassigned to someone else but i want to create a report and pay a referral partner if the lead closes within the 90 day period.
Lead conversion with activity
Hi, when a lead with an activity is converted into account+contact+opportunity the activity is then connected to the opportunity. How can I change it that the activity is automatically connected to the contact? Kind regards, Philippe
pipeline by stage options
Am I able to create a separate description for each probability so that I can group multiple probabilities under a single stage. I know that I can already map multiple probabilities to a stage but then I would lose the description of that probability, hence my question. For completeness i have the following probabilities: 10% - Lead 20% - opportunity identified 30% - Presentation 40% - agree to receive proposal 50% - Proposal submitted 60% - Shortlisted 70% - positive due diligence 80% - preferred
Consolidate stage probability for 'Pipeline by Stage' report
I currently have 10 stages in the pipeline but want to consolidate the stages to just 4 for the 'Pipeline by Stage' report, is that possible?
Releasing an Email ID from Zoho CRM
Here's the story. My company has an overall IT and Systems Administrator who has been working on setting up Zoho accounts for the company. Presently, he has set up Mail and CRM, among some more apps. While he has already set up an Organization in CRM, he has yet to invite me to be a user. Not knowing that, I logged onto Zoho CRM using my Zoho mail account, which ties my Zoho Mail ID to the new CRM account. Now, when the Administrator tries to invite me to join his Zoho CRM organisation, it says that
CRM Mass email tracking
I sent a mass email to about 120 leads. I sent this through the CRM. I thought these sent emails would appear under each lead in their profile under the email section. I do not see anything to indicate that these emails were sent. Is there a way to track these so when a lead contacts us we can see that they were sent an email?
Cant open attachements
Hello, I cannot seem to open up any of the attachments I put into the Zoho CRM. I have Chrome and a Mac. They open fine in Zoho docs. Is there something special I need to do? Thanks
How can I edit lead sources?
I have been using Zoho for about a month now. I am getting use to it. I do like some of the customization, but I am having trouble editing or adding information in pull down menus such as lead sources. How can I do this?
Downloading contacts and associated notes
Hello, How is it possible to download all contacts and their notes into a file (e.g. .csv or .xls)? Thank you.
How to retain contact information in Potential module?
We use Zoho for leads, as soon as they ask for a quote, they become a potential. Unfortunately, this separates their information into a contact record, and a potential record. The way we use Zoho, it would be much easier if the potential's contact information was carried over or copied from the contact form. Is there a way to include the address, email, and phone to the potentials module?
Removing Lead Status
Hello, hope someone can help me! If I remove a lead source that we don;t really use anymore, will that remove it from everyone who has been tagged with that particular lead status Ie say one of our clients was a lead that came through and we tagged it as a JUNK LEAD, would all of our clients who are tagged as JUNK LEADS to a default lead status, or will it go blank Any advice would be great... before we delete any lead source tabs Much appreciated Brenda,
conditional text on the invoice
Is it possible to edit a conditional text on the invoice: discount = 0, "blank" on the invoice discount > 0, "Discount = value" appears on invoice
Zoho Moving very slowly
I am finding that Zoho moving very slowly. Takes long time to register any change - any activity. The yellow load button stays on at times for 30 seconds or more.
Lead Source - List not updating.
Updated Lead Source list to include "Referral from Existing Client/Account". Beyond being shocked it wasn't there already, after saving I go to my "Potentials" to enter and my update doesn't show. After an F5 refresh it still doesn't show. Do i have to logout, bad rules if i do, to get it to show in my Lead Source list?
bad customer service
can anyone help me I have now made three phone calls since 9 this morning to customer services with no reply. I cannot add a new contact or add a new task to my accounts. I get a pink box appearing say I have reached my limit in my current edition.
User Deactivation
Hello I am not able able to remove users using my id. Can you please help here. One user has left the company and i need to deactivate her account. Best regards
Event - Date time field - Only houly intervals
Since the updates I can only select hourly intervals for events. Any that have already been set with times not on the hour cannot be updated. Is there a setting somewhere to control this?
Tasks are disconnected from leads
Hi, I am using ZOHO CRM for a couple of years. Since yesterday i'm experiencing a problem with zoho CRM. As written in the subject line; the tasks which are used to be connected to my leads are disconnected. So: All my old (open / completed etc) tasks are disconnected, even if i make a new task, connect the task to a lead, saving the task and opening the task, the connection between task and lead isnt saved. Looking forward to receive your answer, Have a nice day, Peter
combine views
It would be great and give a lot of more powerful filters options if you could add a way to make filters combining multiple custom views
Does Zoho ever respond to their service/new feature requests?
This is actually a serious question, not just a complaint. I am very new to Zoho and, although I like it, there are several areas that need to be fixed and improved - Templates don't work very well, Custom Modules need to be available for Mail Merge, etc. As I searched for fixes to these problems, I have noticed that they have been brought up months and even years ago by other users. I also asked for a fairly simple custom field, but there is no indication that I am going to get it anytime soon.
How do I print a whole calendar day?
I print out my days & weeks, and cannot do this with the new updated view. How can I do this? I need to be able to see all events on 1 sheet of paper, and if I right click, it does not work....
Email Templates
Update Edit Before yesterdays updates. I have a lot of email templates that on build You choose the user email address you want it sent from, that part still works, however when a user selects a template to send before the updates they had the option to select either the email address it was setup with or the email address they are now logged in with, Since the updates you can now no longer send from the Email address the template was set up with only with your login email address is anyone else
Custom Event Fields are Gone!
All of my custom event fields have stopped working with the new Event Layout. Furthermore I cannot see any of my historical data from these fields!!
New Calendar - How to View Other User Calendar
It appears the Calendar option in ZoHo have changed. How do I now view calendars for other users?
How can I remove fields from Closed Activities section of a lead?
Once an activity is closed, I do not want to see when it was due or what the status is (if it is closed, I assume it is completed). Can anyone tell me how to remove these fields from this view. Thanks in advance. Tom
Duplicate Accounts
I ended up with multiple instances of EVERY account I uploaded, When I uploaded my accounts in to ZOHO it created an account for every contact, so if an account had 20 contacts, there is now 20 accounts instead of just one company name with 20 contacts. is there a way to delete or merge duplicate accounts? Brett
Populate a field based on another field selection
On the Create Case screen, once the Account is selected, only the Contacts related to that Account show in the Related To field. Once the Contact is selected in the Related To field, the Phone and Email address automatically populates on the Case screen. I would like to add a custom field to the Case screen that will automatically populate the Contact Mailing Street as well once the Contact is selected. I tried different things but it did not work. I can I best do this?
New updates/access?
With the new updates that occurred over the weekend, now people I have set to administrator cannot view all activities...even though the administrator role still says they have the ability. Is there a quick fix for this? I really need a fix asap! thanks!
Web to lead forms
There is an error in the web-to-lead source code ... for required fields, 'return checkMandatory()' is incorrectly spelled 'Mandatery'. Until Zoho corrects, just manually retype. Look for two instances of typo.
Understanding tasks and calls
I'm not understanding workflow for calls and follow-up calls. An incoming sales call arrives, so I create the lead and record the call. When I save the call, I use the "save and schedule followup task" and schedule it for the next day. When the next day arrives, I click on the task to read details. There's no way to close it from there, so I click back to get to the list, then click the close button. All it does is close it as a task. I do not get the options like I do for items of type "call"
Option to Select Sender from Email Template is GONE
Previously when sending an email I was able to select who I wanted to email to come from in Zoho, even though I set up the template to always come from a specific email this feature did not seem to be working, but I could work around that by selecting the sender. This morning I no longer have that option and even though the template sender is one specific email address, it always come from the current user. Please advise.
Oh No!
The new layout is now causing me to take extra steps. When I create a new event, I like to put a specific task all at the same time, now I have to verify that I want to schedule it because something else is already scheduled at that time. I liked how I could hit the month and clearly see my tasks all in a row & the name of the person when I put my cursor over it, now I cannot. Can you please fix this. Also, now I cannot auto click the title/task as I was able to before (it would bring up my last
How to change the role field for my default account?
The first account i set up has my role as the CEO and it does not give me an option to change my role to something other than that, can someone please assist on how to make that happen.
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