Zoho admin
I am extremely frustrated with the counter intuitive nature of the Admin functions here, but I bought the product so I am stuck with it. I recently let go of an employee and deactivated his account. I need to reactivate the account with a new user and give them a new company email, and reset the password; Zoho is not letting me do any of this. It makes no sense that the administrator can't change the functions of the accounts they administer. Now, online I am seeing a solution that requires me to
Need some complex customization
Hello - I am inquiring if anyone has any recommendations on how to find a expert level Zoho developer to help me customize the software into a complex CRM using many "bells & whistles" ?
Tasks question
In an admin role, is there a way to place a setting on tasks that will only allow a user to assign tasks to another specific user or group of defined users without all active user names appearing as an option?
Adding a dormant or "deactivated" user for report purposes...
I'm putting together a report for our Products section. The report will be divided up into each "Product Owner" - we currently have 3 users, but 4 people in our office who "own" products. The 4th user, Lee, currently doesn't (and has no desire to) use Zoho CRM. I would, however, like to be able to put his name to his products on the system via "Product Owner", without allowing him to log into the database. Currently there is a tick box on our products identifying "Lee's Product", and that allows
How to send an account to another user
hi, i have finished what i need to do with an account i created how do i send this account to another user where it notifies that i have sent it to him?
Kevin at ZOHO is the best!
I have been not receiving my system generated emails for over a month now. I have about 5-10 new leads generated on my web form every day. Once a new lead is assigned I get a notification email. My hosting provider www.Bluehost.com told me that it was Zoho's fault, and zoho said it was a bluehost issue. after about a month of back and forth and playing "monkey in the middle" i finally was able to conference zoho and bluehost together. After several hours Kevin at zoho was able to show bluehost how
why doesn't my question appear in this forum - I have posted twice??
I have posted twice now and my question about label printing does not show up
Post-it
Hello, Does anyone, like me, feel the need to have kinds of post-it to stick on ZohoCRM desktop? A free text small window to write quikly some ideas, not to be forgotten. Because Zoho has become my desktop, it is a place where I would like to pin those Todo's that are not specifically related to Accounts or Contacts. I miss such a feature. Does it exist? I did not find it. I used to use a French CRM called Gestan that had this very useful feature, see attachment. Here is an example: Because I am
Importing attachments to zoho CRM
Hi, How can I import contacts with attachements in zoho CRM from XSL files? Regards;
Have been on free plan for a year and just got notice my "trial" is expiring tomorrow.
I have been on your free plan for the last year and Friday I received an email that my 15 day trial was expiring in 3 days?? I have a year's worth of info on this system. What is going on and how to I export everything before morning so I don't lose all customer information? I tried to select the Free plan and it defaults to my homepage.
Zoho sign up form looks bad
Hi There - I've created 2 form integrations for my website - the first one looks okay when I use the Embed code. The second one which is meant to capture emails and add them to our contacts so we can include them in our bulletins looks terrible. I can't use the <table> code that you guys have created (tables are outdated BTW) as it conflicts badly with my website theme I've placed it in the sidebar but the width and height is wrong. Can you please let me know how I get this subscribe form looking
Report
I am new to Zoho-I need assistance in creating a report that I can email. I have just finished calling all the Sobey's stores in the "Nadine" report & have made notes on all my calls-how do I create a report showing this that I can share/email with my events mgr?
Data Storage Limit
Hi, The Data Storage limit for the Standard version is 100,000. Is there a way to access the usage details? I tried accessing Data Administration from the Setup link, however couldn't get this detail? Regards, Srini
exporting appts into google calendar
Can I export my appointments in the calendar into Google calendar?
Mass Import of Vendors and Contacts Simultaneously
Is there a way to import Contacts and have the "Company" field on the import automatically create a new "Vendor"? My plan is to use Zoho CRM to manage my vendors, not as a sales CRM. My goal is to import my 400 existing vendor contacts as contacts while at the same time creating a Vendor that they are associated with.
Revenue Dashboard - Zoho CRM
I am trying to create a dashboard view (or any view for that matter) that shows revenues instead of order count. However, all dashboards and can only show data by record count. Any idea how I can change this to revenues?
Do all users have to have the same version of Zoho
We want our founders to have access to the mobile calendar, but your users in the office don't need that feature. Can we have users in standard and founders in professional?
Email sender name
Hi there, I seem to have the problem not to be able to change my sender name in general. All my information in the CRM is saying Jorian Bos, but while sending my emails it says KEPLAR.... What can I do, please help me!!? ;) Regards Joria
How do you delete obsolete Competitors?
I have been doing some testing to establish some best practices and procedures for using the Competitor's Section of a Potential. For the sake of expediency I created fictitious competitors. However, now that my testing is complete I want to remove these companies form the list to avoid confusion. I have searched the User Guide and I cannot find a way to do this. Does anybody have an answer?
How can i change the info fields below Client information
When i zoom into a customer you can see which contactpersons are affiliated with the customer. I would like to add an extra column to this field. Is that possible?
No daily report on week ends ?
I have scheduled reports on a daily basis I want to suspend the scheduling on week ends How can I do this ?
How do I export, modify and reimport data to CRM?
We need to export all our Accounts probably once a month as we run them through an external system that updates certain fields, then we reimport them to update the records. In Salesforce on import we choose to update existing records. I just exported all accounts from Zoho and I kept just the Account ID and Account Name fields, then put sample data in a few other fields and then ran the import wizard. I got the email saying 1 record has been added successfully. When I check Zoho though all it
automatic email after set time/date
Hello I have been working with the Zoho system for only a week now, so I am fairly new to it! I am trying to work out how to get a chain of emails to send - so the first email goes when a contact is added to the Leads, then the second email is automated to send after a set period of time, and another after that. Is this something to do with the Autoresponders, or am I looking at the wrong thing??? Look forward to hearing from you shortly
Duplicate Salutation Title in Contact Module
When creating a new contact the first name - salutation field which is part of the first name field has two lots of salutations i.e. Mr. Ms. Mrs. then Mr Ms Lady so two lots one set with a Dot and one without can i get rid of these (the is the predefined zoho field)? I hope it doesn't affect the ability to pull off a report for title's if i wanted to check for any blank ones.
Automatically sorting email into CRM potentials and Leads via tracking code or address
Hi all......I am moving from another CRM, and want to re-create one of the best features of that CRM here in Zoho: e-mail integration. What the other CRM did was allow me to email the customer/potential/lead/whatever from the potential/lead/whatever in the CRM (and therefore archive ALL correspondence) and the CRM added a tracking code somewhere in the mail message so that when the customer replied, that email was routed into the specific deal/opportunity/potential/whatever. Does Zoho work that
Permissions
I would like the content of some fields to be viewable only to certain users. As an Administrator, can I assign permissions to see data in a specific field?
Survey
I'm a newbie on this, could someone tell me if it's possible to do the following: I want to send out a survey to customers, then when the customer has filled out the survey I want the information to automatically load on the CRM, obviously on the relevant customer's page. Is this possible? Many thanks
Email function on Account as well as other modules
Hi I had noticed that the email function is on Contacts module, is there a way to show it on the Accounts Module, in a similar fashion as the "Show All Notes" tick box. As there doesn't seem a way to detect whether there are any emails linked elsewhere on the account module?
Modifying timestamp
I am using the notes field for describing meeting notes, notes of phone calls, general info about the company such as articles. Zoho adds a time stamp automatically. Is there a way to modify the time stamp? For example: If I create a note today about my meeting of yesterday, I would prefer if the time stamp could be set to yesterday so I know what date the meeting was when I read the notes a few months later.
Email notification part of paid subscription
If I wanted to notify a user via email if there was a change, note added, etc...Is that part of your paid services. Don't see where I can do that with the free service.
How to assign lead manually
I would like to assign manually a lead to a different owner. How may I do this send out also an alert to the new lead owner? Thank you so much!
Related List error
How do I rename a related list, please see attached. Zoho is naming the field "Client Name" when I have named it "EDI Builds".
Automation - Do not see lead email fields to include in workflow.
I am trying to setup rules in professional edition. I need to create a workflow using standard email field on the leads object. When I try to create workflow I am not getting lead fields in the ' Person's associated to the lead'. Is there a limitation with the professional edition? I will appreciate help of the community.
Add User
I tried adding a new user and get this error message: This Email address is already taken. Specify a different Email address for the user.
how do i display the same for each user
Hi, I have currently only 3 users. I want the exact same display for all users, so when anyone logs in, they can see the same data in the same layout. all of us are administration level users. I am typically the one making the customisations, and have shared all in my user settings. but when someone else logs on, they do not get the same display as me? I believe it can be done, but am not sure how? what do I need to do to make it display identically for each of the other users Thanks DAN
Outlook Plugin
I want to test the Outlook plugin, how can I do that? Thank You Marin Rene Lugo Villa
Green Follow Button - 2 Questions
2 things Is there a way to MASS follow potentials and any other necessary modules and it would seem that i have to select follow both on the account and the potentials etc as any updates on the other modules does not show on pulse, why? surely you should be following the whole account and anything that is attached to it?
Calendar
Hi, could somebody please let me know how an appointment can be added to my synced calendar directly from the leads module. I'm sure this must be possible. Thanks
How to store email replies into Zoho
Is there a way to do this? If so, how?
Trying to set up my price books but can't find the Price book tab or module on the tools bar
I am trying to set up my price book but when I go to the quote and select new it will say no price book found. Then when I go to the tools bar and tab lay outs it does not show up. Where do I start?
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