Accounts and Contacts
I imported my accounts and contacts from CSV files. When I go into the accounts and to the contacts, it shows no contacts, but when I go to a contact and select the account and then contacts for that account they appear. What am I missing?
Remove user who has left company
Hi there- I've got only 2 active users in Zoho CRM - myself and another user. The second user is showing up as a CEO/administrator, but I'm unable to select him to remove him (there's no checkbox next to his name so that I can select him and delete him). He has left the company so I have no access to his old account. How can I override this and delete him? I want to restart my subscription, but I only want to pay for one seat right now, not two. Thanks in advance, Darren David
How to export leads and opportunities to excel
I want to export a list coming from opportunities and leads to excel. Help!
Account screen customisation
When you open an account, you have the various modules: Attachments, potentials, Contacts, Open Activities etc It would be useful in Contacts to be able to customise the info I see here, currently its EDIT | DEL Contact Name Email Phone Mobile Fax It would be really helpful to remove one or two and have job title there. We are on the standard paid for version
Lead contacts folder
Hello I am adding contacts to my leads tab. Am I able to create folders within the leads tab, so I can separate the contacts into groups? Please confirm Thanks
The system won't let me add a new account
As related to the previous post, the system won't let me add a new account. When I try to add a new contact, it won't let me add a new account. The error message is below. I greatly appreciate your help! Unable to process your request Clickhere to go back.
How can I add coworkers so I am able to view their CRM and what they re working on?
How can I add coworkers so I am able to view their CRM and what they re working on? I am supposed to help our sales people who are out in the field and keep track of their meetings and contacts but it won't let me add them because it says they already have accounts.
The system won't let me add a contact
Hello - I tried to add a contact 3 times and get an error message - see below. Any suggestions on why this is happening? The last time I just added the name and afiliation and it wouldn't add the contact. Unable to process your request Clickhere to go back.
Tracking inactivity with a report
We have defined "leads" not very strict, which means that leads could be "not yet contacted" or "contacted" but not yet a prospect or "lost". Now I want to create a report where I can track the "leads" where no action (call or mail) has been taken so far and where action has been taken. Can someone give me a solution to create a report where I can make a list of "inactive" leads? Thanks in advance.
Modify Stage History Information
Hi, I have some stage history details that are wrong. 1) How do I edit the closing dates of the stage history? 2) How do remove an entire stage from stage history? Thanks, Derek
want to have mailmerge template with standard and custom forms and their fields
I am suppose to create mail merge template which includes standard fields from standard forms and custom fields from custom forms as merge fields.But custom forms and their fields are not available.I am using Enterprise edition
Can i log into my ZOHO account without being connected to the internet.
While "OFF" the internet, can I still enter and change things on my ZOHO database?
differences between "contact" and "lead"
Both seem people you seem to look after to sell them... what is the best way to use them? Leads Lead are the individuals or representatives of organizations who show interest in your products or services. Contacts Contact are the people in a company with whom you communicate and interact in pursuit of a business opportunity.
Won't Create Contact Categories!!!
Hi. Under my Contacts, I click on the + symbol so as to create a contact category, but it won't work! The dialogue box comes up but I click ok and it doesn't work; it's just nothing happens! Thanks in advance.
Maximum limit for individual field types
If we upgrade to the Enterprise Edition (basically to get the 5 custom modules) will the maximum limit of individual field types still pertain to these custom modules? If yes, maybe it makes more sense to use Zoho Creator and if that is the case is it possible to run reports in CRM with data from Creator? Thanks!
Sales tax for customers
In Europe according to the type of client, sales tax is not always due. Would it be possible at the customer level to tell what type of tax is to be applied. This could then be used in conjunction with the product tax when quoting or invoicing. More generally, would it be possible to set up forms which allow - conditional calculations on fields - allow to combine fields of different components (eg. products, price books, invoices and accounts) Thx
duplications of contacts under accounts
Hi there, I have an error, whereby the accounts contacts is duplicated showing three times the same account in CRM. Any reason why? Thank you. Tim
Can´t Acess Inative Users
Hi. My name is Francisco (francisco@belsul.com.bR) and we can't acess the inative users area. Can you help us for use this area again? Regards. Francisco
Audit Log: link to contact when showing email activity
Currently it will say "X sent an email to Y". If you then want to check the contents of the email you have to search for Y, then check under email. Please make the contact clickable in the audit log when showing email activity.
Additional Name in Gmail contacts
Hi, please, explain me, how the google contact sync with zoho crm works. Because i have such problem: 1. if i open a contact in Gmail I have only a Name field (but this is a composit fiels with Name, Additional Name, and Surname and so on. (just open from gmail that field....) 2. a lot of my contacts and only name and surname, and the problem with syncronizations does'n exists. BUT... 3. some of my contacts has also a Additional name field compiled... and in google contact i see it... When google
Export CRM data from Custom Section
So we created a custom section in the "Accounts" module with custom fields. We are considering upgrading to the Enterprise Edition of CRM, where we would have 5 custom apps. Would it be possible to Export the data we have in the custom section within Accounts module to a new custom app? Thanks Zoho!
Home Page
Hello, The Classic view of the home page is set by the Administrator which is seen company wide, correct? If so, how do you customize it? Also, is there a way to increase the number of items you see per section on the Customizable home page? Currently, we can only see the first 5 of anything (tasks, leads, etc.). We'd like to increase it. I see it is available on the Classic homepage but not the Customizable home page. Please advise. Thank you! nbeck09
Zoho on-premise?
Hello, I am investigating CRM solutions for one of my clients. Is it possible to deploy Zoho CRM on-premise, or it is only available as a cloud service? I found this press release and nothing else on this topic https://www.zoho.com/news/zoho_works_with_vmware_to_deliver_private_cloud_software.html Thank you, J.S.
I'm Lost! with merging Accounts
I thought I had this down, but it seems to be lost to me! The other day I was able to just merge 2 accounts no hassle. but today? And I don't mean find and merge or de-duplicate!. I mean I have one account and click on a list or box to say another account needs to be merged! Thanks for any help!
Export CRM data from Custom Section
So we created a custom section in the "Accounts" module with custom fields. We are considering upgrading to the Enterprise Edition of CRM, where we would have 5 custom apps. Would it be possible to Export the data we have in the custom section within Accounts module to a new custom app? Thanks Zoho!
Territory Management
We have the professional version of Zoho. In order to obtain the "Territory Management" tab under "Set Up" do we have to have access to the upgraded version?
Creating invoices in the free edition
I just created a new free account but have a previous edition free account also.I do not see the invoice module in the new edition, does one exist?
Change call timer start time.
Sometimes I forget to start the call timer when I make or receive a call, or I place a call from my cell phone while away from the office. It would be nice to be able to modify the start time so I can record all calls more efficiently.
Invoices
I signed up for the free version and do not see the invoice function like on a previous version. Is it hidden or not available?
Webform error code
Hey guys - Wonder if there's a way to get an error code from the web form submission, especially as it relates to HTTP/HTTPS. I have a signup web form running great under https, as source code embedded on my web page. However, due to the way my code builder works, I'm having trouble consistently keeping that page as an HTTPS page. I noticed that if I submit the web form via HTTPS, or via HTTP, I get the exact same result - it just goes to the results landing page I set up (which currently says
Can the Potential Stage History Feature be created elsewhere.
Hi is it possible to create this historical feature that is within the potential modules- Stage field, on the Leads module ?
How to record calls to contacts
We are doing telemarketing once a while, I want to know how to record the result, caz I don't want the same customer receive our phone call everytime, so is it possible to record the date, content of the person we called in Contacts and filter these?
Zoho CRM Administrator tools
Dear Zoho CRM What tools are available to you as a Zoho CRM Administrator? For instance, I want to set up a client of mine who has 40+ users - is there an administrator console where I can manage the deployment to everyone? I know one can add users and set their permissions from the setup screen in Zoho CRM,but what about integrating their current email address from a central admin console? Or do I need to login into each user's account in order to set that up for them (which is OK, I just want
When converting lead forgot to tick "potential", now have contact and account, but no potential!
Hi, Learning the system, wanted to convert lead. Forgot to actually create potential, and converted. Lead has been converted to contact and account, but not potential. Can't find a way to go back and edit this. How do I add it to a potential??? Thanks
Pardot - type tracking with Zoho?
hi all, I've just joined a company that uses Zoho instead of the Salesforce that I'm used to. All is great, except there's no easy way to add Pardot to it without using a 3rd party package to link them together. I loved Pardot because it let my sales team see which of our prospects had been on the website and see who had opened, forwarded or binned any of our marketing material. New company doesn't have much money to throw at this, and I wondered if theres any other way to get the mail campaign
Unable to create new users in Zoho CRM - "Zoho CRM ID already exists. Please use a different Zoho CRM ID."
I have tried to create 2 new users with emails that I know are unique. The people I am trying to add have not used Zoho before, but I am still getting the message: "Zoho CRM ID already exists. Please use a different Zoho CRM ID." Why would this be happening? I have 5 licenses and just 3 in use.
Need advice on lead processing
Hi, I've been with Zoho CRM for a year but haven't been able to get the most out of it. I use the Old Professional edition with a few colleagues and I'm familiar with most technical aspect. Yet Zoho remains just a fancy phonebook to look up names. What I really need is to be able to load a bunch of leads into a certain audience category and start going through them one by one, initiating a process for each lead as I go, and I will need to have reminders set up to call the people back until they either
Send email to a contact via workflow rules
Here https://www.zoho.com/crm/blog/zoho-crm-the-new-improved-workflow-rules.html is mentioned that in workflow rules emails can be sent to leads and contacts as well. However, when I go to Automation - Workflow - Alerts - Configure Alert there is a feature to send email alerts only to company staff. Can you advise me how to send emails to contacts on a picklist field change trigger? Edition used: Professional
Sharing a custom contacts list with another user
Help... I cant seem to share a custom contact list I have with another user although I ve selected 'allow following users to view this list'.. Any ideas anyone?
Invited person cannot respond to meeting request
We need to be able to send meeting requests to external parties like contacts and leads but there is no way for them to respond and be added to the meeting, how can this be fixed, is this a known issue?
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