System Alert when Automation Settings are effected by Field Customisations
Our organisation would find it most useful if we were alerted when field customisation were to affect any automation rules that have been set up. Automation Rule Criteria are match against specific values in fields. Depending on size of organisation a well matured CRM may have tens or hundreds of business rules included and it's often hard to track all the rules and related field dependencies. When tweaking and customising fields, it would be nice to know if any automation are affected. This will
Price Book Module having reporting capabilities.
Our company has many different large clients that we provide many of the same products/services to at different rates. I want to create one product for and associate it to different Price Books at different list prices. I need a report to tell me what products/services I have in each Price Book with the List Price. This will eliminate clutter in our products module since we have the same products/services at different prices.
Text Notification
Yes, I have a question regarding notifications. I have the free trial with 3 users and i was wondering is there any way to add text notification for calendar events? Please advise, thank you, Claudia
Access all Notes Associated to Accounts Without an Extra Click
Little things matter a lot. We believe that a tiny change in the UI or a small enhancement in a feature can go a long way in making things easier for you at some level. One such case is that of the Notes associated to an account and the associated contacts & potentials. Now, when you click open a record in the Accounts module, all the notes created for the account as well as those created for the associated potentials and contacts will be listed. If you frequently work with notes, you won't have
Search results not pulling all names
When searching for a name in the CRM the name sometimes does not show in the results. For example if I search Connie Harris, Connie, or Harris, the search results will not show her. But if I type in the start of the address, for example, 600 apple lake dr her name will appear in the results. Is this a fixable issue? I also have another question, say I have more than one Connie Harris, is there a way to make the search results display the last Connie Harris worked on? Thank You, Vincent Rivera
How to use mail en free version?
I want to know if is posibble send a mail en free version
Trouble Deactivating Users
Hello All, I used a trial of the free Zoho CRM plan and to test its capabilities and now I want to upgrade my account. While on the free trial, I added two other users to my account to see how that would work. However, now I want to deactivate those two users so I'm not paying for users that I'm not going to use. I was able to deactivate one of the two, yet the second, who is listed as an administrator, does not have the option to be deactivated. Unfortunately, I no longer seem to have the option
CRM Support
I need Email address for Zoho Support please because nobody answer my compliant. Or keep anyone to contact me.
How do I tag an email to a lead file
I want to be able to tag an incoming email onto a lead or contact file. Obviously it logs all outgoing emails, but how do I get Zoho to save all communications to and from this lead or contact? Many thanks.
Zoho on Lead Create Webhook not invoked?
Hi, I am facing this issue for some time now. I have been trying to invoke a URL on a Lead create for which I used the automation tools Workflow and Webhook. When I use the url generated in the workflow, substitute the merge fields with values, and run in fiddler, it invokes the method on the End Point URL, hence working fine But when I create a Lead in Zoho no method invoked on the End Point URL. I am not sure if 1. the workflow is invoked 2. workflow invoked but webhook failed Cannot debug because
How can you change the Role of each user?
I am a new user and have added two other users to our basic edition. Each user is assigned the Role CEO. When I go to Uses, Edit there is no option to change that field.
Is it possible to filter by which accounts have notes attached to them?
I want to be able to filter my accounts depending on if they have notes attached to them. I know that I can create a column and then go through manually but my company has around 2500 accounts so is it possible to filter by which accounts have notes attached to them?
How to show account hierarchy?
How can I see a parent account, its members and in turn its members and so on?
How do I check/merge all leads for doubles?
All - I am cleaning up our leads. we have a couple thousand and a lot of them have doubles from previous imports. Any advice on how best to go through and figure out which ones have multiple entries? Thank you!
Sort by modified date for tasks
Is there a way to sort tasks by modified date?
FTP in Zoho CRM
Does Zoho CRM have in-built FTP or will I have to utilize external FTP?
Notice of e-mail Undeliverable
Please advise when you will have an e-mail notice similar to Outlook where it alerts you to an e-mail not delivered when you send an e-mail from within Zoho to a contact
For some reason my requests date changed to 31 December 1969 ?
For the past few days one of my support techs was complaining that he had not received any "logmailer" messages at all. Upon investigation, I have noticed that these incoming messages have all been sent / created 31 December 1969 Any way I can trace as to how this happened ? - nothing has changed on the process at all
Getting lead notes to convert to potential notes
I noticed when I convert a lead to a potential the notes I took as a lead don't port over as a potential is there a way to bring all those lead notes into the potential notes section automatically?
Contact form not rending correctly in IE9 & Helpful Tip
Hello, I am having difficultly making the contact form render correctly in IE9. Here is a screenshot of how the forms looks in Firefox, Chrome and Safari: And here in IE9: Any tips on how to correct this? Additionally, the tip that I added to the email option shows as text, where as when I preview the form within Zoho, it shows as a question mark icon with roll over text. Any tips on how to implement this change as well? Thanks!
Is it possible to import documents as files and relate with CRM records automatically?
We need to import several documents from Google Docs and attach these documents inside Zoho CRM Accounts. We have the information : which document is related with which Zoho CRM account. Is there a way to import documents automatically and relate them to the mapped CRM accounts?
Help: Is Not Empty Report Filter Value
Hi, I have 4 pick list fields and i don't want to see those that are empty. I have selected 4 filters on a report to not include those that are empty it still includes them them. I have selected the OR value in each of the filters i'm not sure if this is the correct way. I am using this report for a dashboard, so instead of just seeing the accounts that does have a value in there i also see the blanks and there are TWO lots of these per graph. I have had some Zoho support help with this they suggested
mass update multi select list
I have my Multi Select List. I want to uncheck all fields in the list for some contacts (leave the list empty for those contacts). I can not do so using Mass update tool, because it urges me to select at least one field in the list and I want to leave all unchecked.
What happen with Free accounts when taking an upgrade to STANDARD Edition
If a I am using the three free users (Free Edition) and I want to get an upgrade to the standard one and pay just for one user what happen with my free accounts?
Change Field Pick List to Text
How do I change a Customer field attribute from Pick List to Text?
Import Data / Migration Wizard not working today ( 500 Internal Server Error )
I am experiencing "500 Internal Server Error" when I try to import data into my Zoho CRM database using "Import" and "Migration Wizard". Is anyone experiencing the same problem today? Or is it just me?
Help with importing contacts from microsoft office outlook.
I need help on how to import contacts, also how to get the contact lists
Cannot delete/close open activities
I could not see how to delete open activities, so I closed some of them and then deleted them from the closed activities log. Each time I did this Zoho asked me if I was sure. Affter a few it offered to stop dialogs for that screen and I thought this meant it could stop asking me if I was sure so I selected yes (or OK or something) . Since then, I cannot close any more open tasks so I have no way of deleting them. Can anyone help?
Report Scheduler
I have set up 3 reports to run today. The first has not gone as far as I can see. Is there a reason for this? sales@meetingprofits.co.uk Regards Martin
Inviting You All! Join Us for Zoholics: Sales & Marketing Conference!
Greetings and salutations! If you use Zoho CRM, Campaigns, Support, LiveDesk, Survey or ContactManager, then we would love to meet YOU! Come join us at Pleasanton headquarters for three days of app training, networking, good times and one-on-one sessions with our team! Learn more and register here. See you in July!
Merge Mail
I was wondering why when we send a Merge Mail Email, that Email isn't stored in zoho under the job/customer. We are working on sending out follow ups to our customers regarding completed projects. In order to make this easier on myself, I created a merge mail document, but the sent emails are not stored. Is there a way that can be remedied?
User Export History?
Is there a way to find out how, and what a user has recently exported? A staff member has recently left our company and I am very concerned they took private date from us..
Zoho on Lead Create Webhook not invoked?
Hi, I am facing this issue for some time now. I have been trying to invoke a URL on a Lead create for which I used the automation tools Workflow and Webhook. When I use the url generated in the workflow, substitute the merge fields with values, and run in fiddler, it invokes the method on the End Point URL, hence working fine But when I create a Lead in Zoho no method invoked on the End Point URL. I am not sure if 1. the workflow is invoked 2. workflow invoked but webhook failed Cannot debug because
ZOHO CRM - changing field properties
Hello, please would you let me know how you change a field's properties without having to create a new field and delete the old one - moving all the data across or reenterring? e.g. If we originally set up a field as 20 chars and want to change it to be 30 chars, can we do this? I can't see a way? Many Thanks Bill
Want to see an account field on Contact view
Hi, how can i customize a Contact view to include a field from the Account section?
Email sent from zoho often get in spam
I have a big problem with this. Its so easy to send mail to contacts using macro i zoho crm, but i see that very often my contacts dont get the mail. When i send from gmail this never happen. I thought zoho is sending from my emailadress, so i dont understand this. Can anyone help me with this? Thanks. Knut Pedersen
Website Integration
Hi, I can see that Web Integration for only three modules i.e. Leads,Contacts and Cases. I would like to know if its possible to do the web integration for other modules like Vendors, Accounts, etc. Thanks, Sylvestor George Email:- sylvestor.george@sjsu.edu
Subtotal Report and Grand Totals
I would like to know how to create a report that is Grouped by Account Type and just shows the Sub Total of the Potentials for the Account Type and then at the bottom has the Grand Total of all of the Potentials. I do not want a listing of each potential. We have 12 Account Types set up. So my report would just have a list of 12 entries with at Sub Total Amount for each and the Grand Total at the bottom. To me this seems like a very simple report request. I have tried to create it by choosing
Cannot Edit Date and Time of Call
When I try to edit a call, it allows me to change the free text but not the date or time of the call. Any idea what I am doing wrong?
Job number does not remain the same across the modules
We use job numbers, which are auto generated, to keep track of customers in our business. I need the job number that is auto generated when a lead is created to transfer over to the potentials, contacts and accounts when the lead is converted. Right now different job numbers are being created in each module. Please help
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