Navigation Bar ReOrder
In Zoho on the Navigation bar, there are several sub sections that do not pertain to my specific job with my company. My question, concern, is the ability to personalize the order of the items. How it is currently laid out, most of the items that I use on a daily basis, I have to look for in the +More tab. I realize this is not a huge inconvenience,it would just make sense to me to that there should be a way for the single user to reorder how this list is set up. Could this be something that is
Outlook connectivity...
For some reason the link for the Outlook plugin is not available to me. How can I get this to make working with outlook and Zoho easier? Thanks! Nathan Heerdt
Is there a way to Create a Custom Module without having a required field?
My company sells Restaurants / Real Estate. An important part of our business is keeping track of any potential Buyer that we have introduced to a specific property. I created a custom module that works fine for this. It has a lookup field for the contact and a lookup field for the restaurant / property shown. Unfortunately, there is a required field (which is forced to show up on related list views), so I end up having to copy and paste the data from the lookup field into the required field,
Remove dashboard component?
Since I can't rearange components using drag and drop, and have to do it by recreating a component in the position I want it in, i am left with duplicate components. how do i remove / delete a component / chart?
How do I mass update more than 10 items at time via the web browser?
I need to assign hundreds of leads to call reps and don't have the time to click through for every 10 leads to do so. I saw this type of request under "bulk edit" on a post 3 years old. Has there been any change since then?
Zoho CRM Currently Supported Browsers
What browsers are currently supported with Zoho CRM? Thanks!
How to delete Contact <-> Product relationship?
How can I, with the API, remove a relationship between a Contact and a Product? This is needed for example, when a customer has returned a product and we want to update Zoho to reflect that. Basically what I am looking for is the exact opposite of https://help.zoho.com/portal/en/community/topic/adding-a-product-to-a-contact-via-api Thank you!
slaes funnel upside down
My sales funnel is reporting information upside down, the needs analysis information should be graphed at the top with the proposal meetings scheduled at the top, please explain. Kevin
Automate Territory Assignments
Hello All! I would like to automate the Territory selection. For example, if you create a Potential or Account and the state is Florida, I want it to automatically know or assign Atlantic Region territory, state is California, Pacific Region, etc. I would like to create Territories based on states and have it automated so my users don't have to select a Territory. Anybody have ideas for how to accomplish this?
Fonts
Am I able to add fonts?
Can not Reinvite User
I followed the instructions to Reinvite a user, but when I go to Setup => User, and hover over the name of the user, the "Reinvite" button does not appear. Only the "Deactivate" button appears. How do I re-invite a user?
Set one contact as private
Hi, i'm the administrator of our company. All contacts are shred public. How can i set one specific contact as private so that other users cant see? Thank you Stephan
Associating free accounts?
Hello, My colleague and I both signed up for free Zoho accounts for our small business, while we determine whether or not it meets our needs and we want to subscribe to the full edition and roll the tool out the rest of our team. How can we associate our free accounts so we can see each other's data? I tried to "Add a new user" from my account so we could share a database, however because he already has an account associated with his email address, it will not allow me to add him. Thanks for any
Send Mail - BCC me everytime
When I send out proposals and follow ups I want to bcc a copy into my gmail account for record keeping. Is there a way I can permanantly set a bcc? At the moment I am manually entering it in and zoho doesn't allow auto-recall so I have to type the full address (can't even select from drop down)
FB/Twitter style Newsfeed for ZoHo
Is there a module available for ZoHo that has a FB/Twitter style newsfeed? What I mean by this is like a timeline that lists any activity on a lead or account? I would like to be able to at a glance see any notes that were entered to any account around the end of the day by any of the users without having to open each every account individually and check to see if any new notes have been entered.
Select-All "Follow" -- All Leads - Pulse
Is there a way as an admin to select-all and "Follow" every lead etc to track organization activity in the Pulse area?
How to build CRM for events in multiple years
I am using Zoho CRM for an event planning business. Our clients are cities, who re-sign with us every year. So every year they are a 'new' account. If they don't resign with us, we get a new client in that city. I am trying to figure out the best way to build this in Zoho. For example, we have an event in Atlanta every year (2013, 2014, 2015). Each year is considered a new Account, but lots of the contacts stay the same through out the years. I need to create a separate profile for each year, as
Zoho Default Task/Event Notification Email Feature
Is there some reason why the email does not come through with any content nor any account name details. Is there a way to include this info?
Sales back button
Hi, I've been using Zoho for quite a while now and I must say it really helps me be on top of all my leads. However, one small thing that really annoys me that I think could be fixed easily. Whenever I go through my leads and click into them, then click the back button it takes me to the top of the page rather that the place I was up to. I then have to scroll down again and look for where I was up to. Is there any way to change that? Thanks in advance, Sal
email view on contact and lead
Is it possible to show an email template name rather than the subject line on the contact or lead page?
Table colour
Can I change the background colour of the table in email template?
Delete series button
There should be a button for "Delete series" for activities in general.
Add industries to the Industry field.
Can we add new industries in the free version? What do we need to do to add this feature?.
Third module in a report?
Does anyone know if there is any way to include a field from a third module in a report? I would like to include the main contact name of the person connected to an opportunity along with the company name and opportunity information. Any help appreciated. Thanks
duplicate registration for the same company
Hi, please help us to find the best solution. Delete the second registration or you can merge it? Thanks, Arpad
Last sent email or call
I'm trying to figure out how to filter our database and get a report I can use. I need to know the following: In the last 12 months who haven't we called or emailed? I'm trying to run a report but I'm having issues. Can someone please help?
How to create a new lead view
Hi, How do I create a new view in the leads? I can't get them to be in groups such as NSW, QLD etc. Any advice?
I want to create a campaign that sends a unique URL to each recipient
how do it do this - I have the URLs against each name in a file that can be imported.
Function for MASS merge of duplicates
Is there a way for mass merge of duplicates and not only 3 at a time?
Zoho CRM - New User Added
I added a new user via the Zoho CRM tool. The process for taking the money and adding the user went fine. However the new user never got his email confirmation. He checked his span and did not see it. What could be the issue?
MailMagnet - Notifications on Receiving Customer Emails
For every sales representative, email communication and follow-ups are among the top items in their To-Do lists. It goes without saying that sales reps know how important a timely response is to an email from a prospect. In that case, how well is your inbox organized? Are you getting instant notifications so that the most important emails from leads and contacts get your immediate attention? Well, if you are looking for a way to get instant notifications when you receive those important customer
Web Form Autoresponder being flagged as spam - either email issue or SMTP server issue?
Hi, I have setup a web form that sends out a intro email to leads. This works fine, however the intro emails are being placed in customer's spam boxes so unless they check they don't get them. There are a couple of issues that might trip up the spam filters:- 1. My email on here is julian@over... that is automatically picked up on the setup for the autoresponder, but I have set the responder to reply to sales@over... This disparity may cause issues - annoyingly I have setup the sales@over... address
How to inidcate which contact is the main contact?
I have several contacts for one account. Looking at the Contacts section on the accounts module, it doesn't show which is the Main contact nor even their job title, is there a way to indicate which one is the main contact on this view?
Post Code does not link into contact module
When i create a contact for an account it does not pull over the post code that already exists within the account's module. Help?
What function does the "Follow" tab perform
Recently upgraded my subscription and now see a tab on the right hand side of my screen that says FOLLOW. Can anyone tell me what this does. Thanks David
Create module link not available
Greetings I want to create a new module but I do not see a "Create Module" link on the module customization page. Is this a permissions issue? I am an admin user. thanks!
CRM is not functioning correctly - can't create new lead or contact, etc.
Hello Thank you for the use of this program. I have been using the CRM for several months with no issues at all. Today, nothing is working as it should. I can't look up a client; can't add new lead or contact; can't see all my existing contacts even, etc. Would you be able to investigate the issue asap please? Again -- THANK YOU!!
Can we add a NEW CUSTOM FIELD in the free version?
or do you have to have a paid subscription for that?
Document Revisions Made Easy with Real-time Editor in Document Library
Picture this: You are about to send a Sales Agreement to your customer but you notice that the 'Definitions' section of it needs changes. You share the document with your colleagues through email for their inputs immediately. However you end up waiting for hours or even days for them to revert. And when they do get back, one can not escape the multiple back-and-forth revisions. In spite of giving it top priority, ever felt that much of your time is wasted in getting a single document finalized? Not
Probability is not saved
Hi When editing an opportunity and changing its status, probability is correctly updated. But after we save the opportunity and checkout the result we see that the probability is not updated. Waiting for your help Thank you
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