Importing Leads
I've been trying to import leads for the past 2 days. The file I'm importing is an XLS file, 250 records, with two fields (first name, & email). The system says it is importing records, however, nothing happens, and eventually I'm logged out. I've also tried converting the XLS to CSV...but same thing happens. Thanks, David
Form Validations
Zoho contact from validations not working in wordpress after embedding code in page. Please help asap.
Storage Usage??
Please can somebody explain what the storage space on Zoho is for? I am using Zoho for one of my clients everyday, sending emails with attachments etc (I do not use Zoho email as I have outlook). I have two other users registered to this Free Zoho account who never use it but it shows that I have used 0.00mb of data whilst my colleague - who never uses Zoho has used 9.76mb? My other colleague who uses a completely separate Free version of Zoho and also uses Outlook as opposed to Zoho mail but sends
Can't add Rol when creating user - Rol has been created.
I have a 3 user subscription. I can add the 3rd user - because when I need to set up a rol (which already has been created) I cant type or chose. Alex K. aekohan@gmail.com
Webforms and HTTPS
Hey guys - I've set up my web forms and everything is good to go - except this whole HTTPS business. I have a simple website, with one page to collect "Contact Us" info from potential clients. I'm using Squarespace to create this website. Question is, is there a way to get a return/error value from the web form? In other words, if a user mistakenly uses http instead of https, they can still submit the form and it looks exactly the same (goes to the landing page which says "thanks"). The only
Unable to create new users in Zoho CRM
I have tried to create several 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 am using the free version to start with an only have one user so far, not feeling very confident about this so far.
Scrolling Components on TV
Hi, we've recently setup zoho and I'd like to be able to display the components that I have on my homepage and/or dashboard scrolling on the TV in the office so its really visual what tasks are outstanding, see overviews of the sales performance, and manage other staffs activities. We have a smart tv so I can load up the crm in a web page but this is just static and having this on a screen for 8 hours isn't going to be particularly useful or inspiring! Whereas if a single component was displayed,
Can I customize the sub views like "Closed Activities" under Opportunities?
Can I customize this view? Can't seem to find out how. Here's the problem you can see in the screenshot, there's too many fields shown so things like subject which are long look awful. Would like to remove some of the headings? Thanks!
I am lost if a write a costumer name like suppose HP and I hape dealing with difeferent people within organisation
Why a have to write address , web page 3 or 4 times ,
MAJOR ISSUE - MISSING DATA
I'm not one for using caps, but this is a major issue. I've only recently started using zoho, and had built to well over 200 entries across two categories. Logging in tonight there are now 38 in one category and 42 in another!! Can this be checked out. Please tell me there's a glitch in the system, as it has take hours to input.
feild not responding
Hello, for some reason one of the fields in my contact's page stop responding. I am trying to edit the field, but nothing happens. what should I do? Thank you, Tiltan,
Tracking who made a sale
Is it possible to see which user converted a lead into an account? We change the record owner of an account to the user who is managing the relationship but I would like to see which sales user converted the lead.
Bug quick edit status
Hello, in the italian version of soho CRM, in the first part where is type potential status if i click in the link "Mod" near field nothing happens, why? An other question, is possible to sign a task closed when is signed a particular status? Your sincerely, Marco Severini
labor
hi. any suggestions how I can track labor when i sell things. for instance i sell a widget and i need a tech to spend 3 hours building it . when i sell 10 widgets I want to be able to see that i had 3 x 10 hours labor =30 hours. this way i can determin which staff person is the most efficient. so if i allow him 30 hours , but he only actually spends 20 hours , he is elegable for a bonus.
Leads are not converting to Accounts
Leads are not converting into accounts when I try. Instead, they only create contacts &, if I choose, potentials. There is nothing to click or even read that indicates that creating an account with the lead information is an option. Am I wrong in thinking that converting a lead creates both an account & a contact, with the option of creating a potential as well? What can I do to make it so that all that information from the lead becomes an account? The information won't transfer from a closed won
2 Organizations and 1 Database
I own two small companies - unrelated and no cross-over between the two. One buys and resells houses, the other is trucking technology. I have 1 employee in each organization. Today, everything is in the same DB and separated only by a "Product Interest" field. However, I need to set up workflows, which will be different in each organization. I also need to figure out how to set up GMail and integrate it - the email addresses are different as well. Any advice on how to separate these two
Sending emails to Custom Field email ids.
I have created custom fields for email ids, with names like Mother email ID, Father email ID, etc. I can search leads and contacts by manual search criteria, for example: Father email ID - is not empty. and i get results. But the problem is: I cannot send mass emails to father email ID or Mother email ID. Can someone guide me how to select and send mass emails to custom field email ids? P.S: I need to send an mail to Primary + Custom Field email ids. I also need to send mass emails to ONLY: Custom
CONVERT from Potential to Account
I don't see a Convert button to move my potentials to accounts. Any ideas how to accomplish this task?
Move all Contacts to Leads
I imported 1100 potential clients into contacts but should have imported them into the leads tab. How do I move all the contacts out of this tap and into the Leads tab?
Campaigns not showing in associated leads details
I would like to select the leads that are associated to a particular campaign, other than in the campaign page, which doesn't let me to do mass updates or mass emails, export, etc, but only access one at the time. I notice the campaign field within the lead is empty, despite the fact that the leads is listed in the campaign page, so I need to enter this field on each lead manually, one by one, which seems redundant. There must be a better way... Thanks in advance Gloria
CRM not sending emaIL reminder
Good Morning - The past week or so I have noticed that I have not been receiving my email reminders from zoho CRM. My aol email address on file is correct. I have checked and rechecked my spam and junk mail folders. Nothing. So I contacted my IT guy, who is a ZOHO Docs reseller and had him take a look. He had the same results. New task and New Event with email reminder set are not being received at my aol account. Mr Johnson, then signed into his CRM account and did some test, and he is getting
Duplicate
Is there a way to set up the CRM so duplicate contact names cannot be entered by different users? I know you can do a search to check, but realistically that won't happen.
adding new fields
Greetings Zoho group, I have added some new fields in the Industry portion of the Accounts and the newly added fields are not there when I go to edit the information in my new account that I just created. I see the 'new' fields in the setup section? Thank you. Mike
How do i import contacts without a surname?
How do i import contacts without a surname?
FIX 3 DECIMALS ON PRICE LIST
Hello, I need to fix 3 decimals on price list at section, price book, quotes, invoices, etc...
Accessing Potentials Dashboard List
I unfortunately cannot access my Potentials Dashboard list to make custom dashboards. The page just keeps on loading forever. Could you advise on how to solve this? I am working with the "Old Professional" edition.
This should be so easy - but can't see how...
I'm trying to change/get rid of a pipeline chart on the home page, but when I go to the dashboards page there's only an option to edit not delete or change/add/remove.... thanks
Calendar view set for "all" permenently
Hi, Is there a way to make the calendar show "all" users by default? Thanks, Paul
Define the language of my contact
Hello, How can I set up the communication language of my contact (language I should speak with him or use to write him)? Thanks Stanislas
Workflow created tasks exporting to Google
Hi, My account is linked to Google Apps. I have workflows that create tasks for people, but these tasks are not exporting to Google Tasks. If I create a task manually, these get exported so I know the integration is working. Can you please look into this? Michael
Delete Comments in Cases
We should be able to delete comments in cases.
How to create a clickable link to go direct from email to a sales order? (or any module)
When the status of a sales order is changed (eg. goods are shipped) an automatically generated email is sent to the team responsible for managing that shipment. I have assigned each sales order a unique, automatically generated (custom) Order number, in addition to the ID/Salesorder numbers that Zoho generates. In the email that the team receive, currently the email says something like "the order # P5435 has shipped" but I want to add a link so that you can click (in the email) and go directly to
Zoho CRM Projects
In the CRM there is a small bit of Project Functionality. On the Dashboard there is a Projects widget, and one of the views is 'My Projects'. However, it shows all projects, even closed ones. How can I make that "My Open Projects" ?
User created view sort order
Hi Is there a way to change the sort order that 'User Created Views' show in the drop down. As default the views are sorted alphabetically (as shown below) but I'd like to create a custom order for them to display in the drop down: Thanks Simon
What is the difference between an account and a company?
I am in the field of commercial real estate, and trying to add brokers/landlords in as contacts. But by doing that it wants to make them and "account" and not a "company". I was thinking accounts were my clients. These are definitely not leads. Any advice on how to organize? Is there a way to add a "Company" field under contacts.
Deleting Internal Comments
How do I delete internal comments if I no longer need the comment?
Transfer Lead to a Sold previous customer list?
I keep my potential sales in my leads tab. When they move forward and want to purchase, I would like to transfer them into a "previous customer" or "sold" list which a scheduled follow up. How do I do this? Create a new tab?
how can i use a field from another module ie account in the activity view?
I want to be able to list activities by account type but cannot pull this field in to activity listing view. Can anyone help with this?
How do I show a report/dashboard widget based on a custom picklist?
I would like to show it as a bar graph.
Hover Over Field Instructions/Definitions
After rolling out the ZOHO CRM pilot to our sales team, one of the frequently requested items is to have a hover over field definition/instruction so they have a better idea of the information we want. I don't believe this is available in ZOHO CRM; if it is please direct me to where I could do this. If not, please add it to your list of enhancements. John Galich
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