Importing file in Unicode
Hello, I'm trying to import the data from CSV file in Unicode encoding. Because I use czech and russian letters. I Can't import it. I load the file, even match the fields! Than I send it and it says "wait....you will receive an e-mail" But since that time, there were no mails or any kind of respond. What should I do.
Sync contacts between Zoho Apps
Hello, Is there an option to sync contacts between Zoho apps. For example do I have to manually add contacts in Zoho CRM and Zoho Invoice?
Not Able to Close or end an Event
How do you Close or end an event in Zoho?
Lead Upload Limits
I am trying to mass upload a number of leads via .csv file however I am coming across some issues with regards to the limits I am allowed upload. I have uploaded aprox 2500 in 4 separate .csv files yet I cannot upload any more due to the limit of rows being reduced. Although I am using the free version, I was under the impression that the upload limits were 1000 rows per batch. Can somebody please correct me if I am mistaken.
Task Reminder. Pop ups revert back email (and even then don't work).
Very recently the Remind at: function on Tasks has ceased working. Task Reminders set to Pop-ups, automatically revert back to email reminders upon saving. I have just tested this and it continues to be the case. Even though it has reverted to email's I do not appear to be getting email reminders either. As we are running mutliple complex tasks, pop-ups are extremely important to us. Please advise of the fix asap as our customer experience will be severely effected by this glitch. Nick
screen goes grey and a message keeps revolving on the sreen that says: "Please Wait"
14Mar2014 For the last 3 days whenever I am in a view and want to go to the next page the screen goes grey and a message keeps revolving on the sreen that says: "Please Wait". I wait and wait but nothing happens. So, I close that screen and that goes back to my view. The problem with that is, now the order is all different and I can't use it. I resort the info to the way I want, hit enter and I'm back to the revolving "Please Wait" Is this an issue others are having or is it a problem at my end..
ZOHO Integration with Constant Contact
Does ZOHO integrate with Constant Contact. I came across an article in ZOHO blog from 2011 that referenced Cazoomi but nothing in ZOHO information about this.
ZOHO Integration with Constant Contact
Does ZOHO CRM have the ability to integrate with Constant Contact. I found a zoho blog from back in 2011 that referenced Cazoomi, but nothing in the forums so I'm not sure if it is still relevant or accurate.
Users & Permissions ??
Hi, I have different users with different profiles (Administrator, Standart, etc..) but only Administrator profil can see everything on Contacts. For exemple, Standard profile are not allowed to see closed activites. I want that all profiles can see the same informations on Contacts. What can i do for that ? Please help me ! Thanks for yours answers. Lionel
No Delays. Instant Google Calendar Sync!
Yes, the Google Calendar synchronization is now instant. In business, time is precious. So why wait every time you add new events in Zoho CRM or update calendar events in your Google Calendar. Earlier, you had the option to time the synchronization of calendar events in hours but not anymore. Now every time you add an event in Zoho CRM, it will be synchronized instantly and events from Google Calendar will be synchronized every 3 minutes. So, the next time you add an event in Zoho CRM, you need not
Can't use some email templates, please fix
I created 2 campaign email templates but I can't use them! In creating the template you have to choose a record type from the drop down list. I chose campaigns but when doing my follow up email the email template menu was just none. so I tried putting it in tasks since I was emailing from a task and it still said "none" for email templates. So then I tried the "contacts" record but the template doesn't come out right. How am I supposed to use email templates for campaigns or a task? If it goes
Sort of invoices is broken?
Since about a week ago I cannot sort invoices by Account name anymore. Sorting by Grand Total or Status still works, but attempting to sort by Account name does something but returns an incorrect result that looks like: PebbleCompany PebbleCompany PebbleCompany AcmeCompany AcmeCompany CreativeGuys PebbleCompany PebbleCompany AcmeCompany AcmeCompany ... What is going on and how can I sort invoices properly? Thanks.
Email templates not working, can you please fix?
I created 2 campaign templates but I can't use them! In creating the template you have to choose a record type from the drop down list. I chose campaigns but when doing my follow up email the email template menu was just none. so I tried putting it in tasks since I was emailing from a task and it still said "none" for email templates. So then I tried the "contacts" record but the template doesn't come out right. Why have choices for record types that you can't use? If it goes by module than your
Is the email templates broken?
For unknown reason my email templates for leads as stopped working. We had email templates sent out whenever they where a new lead created. the trigger is working and the email is sent but the email only contains the templates text with out the field value inserted. example this is the template... Nom: ${Leads.Salutation} ${Leads.First Name} ${Leads.Last Name} Ville: ${Leads.City} Adresse: ${Leads.Street} Code postal: ${Leads.Zip Code} Meilleure disponibilité: ${Leads.Disponibilité}
Auto-detect/populate search box request? Screenshots
Is an auto-detecting/populating search box in road map? Similar to how when you begin trying to add an account to a contact. You start typing the company name the system starts sorting/searching for you. This would eliminate having to view the "search" screen over and over. See attached photos of what I'm referring to. This would be a huge enhancement I feel.
invoice template date format
We are using a customized invoice template, for ${Quotes.Created Time}, we want to change the display format to YYYY/MM/DD. is this possible? how to do it? regards, Chen
Multi page Inventory template
How do you create a multi page inventory template to hold accurate positions on different quote/invoice lengths. For instance... Page 1 - Cover Page Page 2 - Company info Page 3 - Price & Product info Etc... Etc... Can you use a page break in HTML or how else is this possible? I've been looking through the forums and cannot find an answer. Thanks for your input. Kyle
Make a note in multiple contact
I've created a "list" of 100 contacts for a postal mailing. How may I make a "note" in each contact's record saying "sent marketing promo1 on xx/xx?"
emails not showing in client view
I am having a problem with the mail function. I have had multiple interactions through email w/ contacts that have not been imported into the contacts section under each individual contact in ZohoCRM. Can someone please assist me?
Define company as a link in lead module
Hello everyone ! I would need your helps. Actually when I'm opening the leads list, I can enter on the card only while clicking on the name. i would like to click on the company name instead.. As you can see : Moreover, all of the leads are sorted by Name, I really would like to change this while sorting it by Company :) Thank you for the help !
Export CSV data into one Excel spreadsheet - help needed
Hello I have about 40 records in Zoho CRM that I have paid to have exported as a CSV. What I would like to do is have these individual CSV files merged, and have each account on a separate tab within Microsoft Excel. I had thought about copying and pasting, but the data would be impossible to do this way as the downloaded data was supplied as accounts, calls, notes etc. Can someone tell me how I can easily do this please? Many thanks
how do add a new field?
how do add a new field before importing contacts? There is no field for 'Website' when i import!
Zoho Improvements/Features/Frustrations
I've been making a list over the past 9 months of some Zoho features that I think could be improved on, changed, or annoy me every single day. 1. automatic scrolldown everytime I make a task is so annoying 2. any action in tasks resets the whole page, for instance if I am going through overdue tasks, checking the boxes to mass update them, and I decide one task is already done and I close it, it undoes all of my checked boxes and sends me back to the top of the page 3. I cannot make a note and
inventory module: quantity in stock is broken
for the last week, my warehouse thought they were losing their minds. The module used to function and now it is not. Create a Purchase Order - amount 'on order' increases Edit the Purchase Order to change status to 'approved' and the on order amount goes back to zero Edit the Purchase Order to change the status to 'received' - amount 'in stock' no longer increases and amount 'on order' goes into negatives - the improper 'zero' reduced by the correct amount ordered very urgent for us - please address
Migrating the Notes when promoting a Lead
Hello all When promoting a Lead to a potential, is there a way to keep the notes that have been placed in the lead? It would be really useful if we can Failing that, after a lead has been promoted, how do you go and review the notes of the "promoted" lead? That way I can manually copy the detail if required. Thanks Gene
Viewing (Previously Set) Tasks in Leads module...
Can anyone point me to an area that describes how to view and manage previously set Tasks in the Leads module? I can set a task without a problem but when viewing my set tasks I cannot see details (name, contact etc) of the Lead. I am sure this is a simple editing issue but have spent along time trying to resolve without any success. Many thanks Mike
Calendar module access denied
Hi We subscribe to the zoho crm professional and I want to be able to see the zoho calendar module but it doesn't seem to be available; I get this error message when I click on the 1 day or 7 day icon; Permission Denied You do not have permission to view this component as corresponding module has been disabled in your profile settings (or) in Organize Tabs How do I fix this? Thanks Marcus
Custom field WATERMARK on ZOHO CRM email attachments.
I'm using ZOHO CRM and adding different watermark to each attachments would be nice feature to have when we send out sensitive documents as attachment with ZOHO CRM. For example, we have custom contacts view that contains 500 recipients and need to attach a PDF documents ( some sort of sensitive reports that we send out every month). Previous CRM (PerTrac CMS) that we used had this feature; We can add watermark as their company name so they can't expose this documents to public. When they do, we
Received email filtering
Wondering how a reply from an email sent from zohocrm can automatically show up in the Leads record (just like the sent mail does).
Importing Dead Leads
I am just getting started with Zoho CRM and beginning to migrate out customer database into Zoho. I have dead leads in our customer database (meaning they opted not to buy our product) that I want to save for possible future campaigns. Where should I import these contacts, to leads or contacts?
Edit or delete Email Template Folders
How to I edit or delete an email template folder once it is created? I have one that we made by mistake and I want to delete it. It does not contain any email templates. How can we do this?
Change user territory rights
By mistake I assigned a new user All Territories and then his own (GCC) territory. I want to take back that permission but cannot; I have de-cativated him and when I re-activate he comes back with the same permission (all territories). He (and others) are local sales offices and not actual employees and so cannot be allowed access to other accounts, etc.
lead to Potential - why are emails not carried across
When I convert a lead to a potential, the emails associated with the lead don't seem toy be carried across to the new potential. Is there a setting I need to select to make this occur
Email Attachments Not Working
I can't attach a document from my iMac desktop into a Zoho CRM email. I see the document on my desk top but it's grayed out. Help
View BCC Dropbox Address As Administrator
I am the administrator of a Zoho CRM Subscription. Is there any way administrators can view the BCC Dropbox address of one of the users on their subscription without logging in as that user? Thank you. -Spencer
Zoho closed my account
How do i re-open my zoho crm account after it has been closed, it was not used for 120 days and now they have closed it, I have downloaded my data but i don't want to have to re-import it all. Is it even possible to re-open it? How difficult is it to import all the data? Thanks
Price Books - List price = Unit Price option?
Hello, I have thousands of different products and I only need one price book with NO pricing model. Is it possible to have a single standard Price Book that I can quickly and easily add ALL of my 10,000+ products to without manually having to click add to each page of 100 products? Is it also possible to have the list price automatically sync to the unit price?
"[ x ] Send Email Notification" option is Broken?
When creating a new task, an email is sent to the owner. However, beginning last week, editing a task and ticking the box to "Send Email Notification" fails to send an email to the task owner. We routinely hand tasks back and forth within our group by switching the task owner and selecting that option.
Importing Contacts - Possible to update existing records?
Hello, I'm evaluating Zoho CRM and investigating the feasibility of importing contact data into the system on a daily basis. I noticed that it appears that the only option for handling duplicate records in the free version is to clone them. I was curious if there is any mechanism (in the free or enterprise version) to support importing data on a daily basis and updating existing records on import as opposed to just overwriting/cloning them? Thanks, Eric
Sorting of Accounts CRM Mobile App
Accounts in the mobile crm app are sorted by first name not last. Please give us the option or default it to sort by last name please.
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