related notes at all levels
Make a related notes button at the opportunities and contact level. So show all related notes from all related accounts, contacts and opportunities
Why aren't line breaks/carriage returns showing in an email template?
I've created a couple of email templates and during creation and in the preview the line breaks/spaces show up fine where I've pressed return/enter to create new paragraph. However, when the email is sent all the spaces are missing. You can tell where I've hit return but it doesn't show space between lines. Any thoughts?
I need to close my account!
I have not been using Zoho for months. I have been trying to close my account and Zoho keeps billing me for mobile edition. I am really getting frustrated because I have tried many time to close my account. It is a business account and I am the Administrator. I log in and go to "manage subscription". I went to "downgrade" and all apps/add ons are selected as "0". When I hit the downgrade button it says "Specified users in the current subscription will be removed immediately though the expiry
caan i flip the notes section in leads?
is it possible set up the notes in my leads section so that newer notes appear at the bottom instead of the top? i want to see newest notes under previous ones instead of on top. Thanks
Can I change primary address...
I want all emails to go out from my PC, but using my partners email address - but my email address is the default and I can't change it. Do I have to buy her a subscription as a Mail Add-on..? How do I delete mine and change it to hers...? Thx.
Chart now showing all stages
Hello, I have just starting using the free version of Zoho today to see if it is the right platform to introduce (have use MS CRM in 3 organisations previously) and loving how easy Zoho is to use so far! I have been trying to set up a pipeline report, using the funnel chart by stage, Identified, Pursuit, Submitted, but it only seems to pick up one stage, Submitted. There are values in all the others etc. Can anyone assist please? Nathan
Migrating ACT to Zoho Attachments
Emails in ACT are attachments. They have file name: tmp9C6.msg as an example. Is there a way to import them into Zoho CRM as an attachment to the contact. When attached will Outlook open them?
Territories with Quotes and Access
We have accounts in many states, tracked by a field called "billing state". How can we define that a specific user only have access to records in specific billing states? For example, user named Fred, can access accounts and contacts in the state of NY & NJ. I can get accounts working through territory rules, but how do i add contacts to that? The contacts are all associated with the accounts. For example, the contact does not have a billing state, but is associated with the City of ABC, which
Can I create few projects in Zoho CRM?
Hi. My company work on few different fronts and I want to separate customers. Can I create different projects with isolated customer bases? Thank you.
How Do I change an Account back into a Lead?
I changed the wrong Lead into an account now i want to place it back as a lead
Create New Fields
I cannot figure out how to create a new field for the CRM portion of Zoho. Can someone help me out? I went to Customization, but it only let me edit fields, not create new ones.
different contacts with same email address
We have con acts (husbands and wives) that share the same email address but we want them listed as separate contacts. Is there a way to do this as it is not letting me...
Linking fileds between differents modules
Hi everybody, I have a particular need using Zoho CRM (professional version): I need to create a custom filed (or use a standard one) that inherit it's value from another filed in another module. For exaple: i need to create the "Title" filed in task module and set that fild to acquire the value of the "Potential name" of Potential module. Is that possible? can anyone suggest me a way to do that? Thanks in advance.. AM
Delete my account
Hi Please tell me howto delete my account. Kim
Best Workflow for Direct or Individual Sales
I work in the Insurance industry. I sell Group Benefits to small to medium sized businesses, but I also sell to "direct" clients, as well. The direct sales opportunities are with one life insurance company primarily, but I also sell some direct for my group company and I'm also contracted with a couple other life insurance carriers to help round out my offering because one company is never the solution for 100% of the people. One of the big reasons, but not the only reason, I have tested salesforce
How to export a view (contacts) to xls / csv
I created a new view on contacts and want to export that list to xls. How can I do that??
To delete a user and add a new one or keep them both
A sales consultant has left the business and a new one has come on board. We would like to keep all of the old reps leads and potentials on the system categorised as theirs. We would also like to add the new rep to our users - how do we go about this? Is it best to change the old rep's user to the new one's name or create a new user altogether and delete the previous user?
Search for prospects problems
When I enter a name or email address in the search box, the prospect isn't always found. When I scroll through the list of prospects manually, I can find it. This is concerning because I used to be able to put in a partial name, email address telephone number, anything in the search box and all applicable records would show.
Multiple instance of Zoho
I have c. 25 clients for whom we engage in telemarketing campaign for. Each client currently has an instance of Highrise and adds the account manager at my firm using the email address of the clients agency as a user so they can undertake the activity in that account. With Highrise, if they also add me as a user, using my own RSW email address, Highrise recognises that the same email address is associated with multiple instances, so I can simply flick from one to another on any one dashboard. Does
Anyone have a setup guide for the Free edition
Hi, I wanted to see if someone has a setup guide/tips for the free edition?
How to Map stage probability in Potentials to a Custom Field
Doe anyone know if it is possible to map Stage probability to a custom field in the potentials module? It looks like this is linked to the default "amount" field
When adding a user (employee)
I have a life insurance agency. I just hired my first agent to work for me. In Zoho, if I add him, there are two options for his teir: CEO and Manager. I added "Agent." The question is, if I add him, can he see my Zoho data or is he completely blind to that info as a default? The desired result is that he cannot see my data. Any help is appreciated.
Importing into free edition - can I add fields?
Hi I would like to give Zoho a real trial, but with the free addition it seems I can only import certain fields and will lose my contact notes unless I go back in an add them manually. Have I missed something?
Upgrade old professional version to current professional license
Hello Zoho! I am testing the new territory management features for a Zoho Client, they own an "Old Professional" version. I understand that in order to use this feature they will have to upgrade to the current (Enterprise) version. But I need to know: - To what extend will be the customizations maintained if they upgrade from "old professional" to "professional" or "Enterprise"?. - Is there any way to do a backup / export / import not only of the data but also of the current customized system features?
email unsubscribe
how to setup unsubscribe email for zoho.com free account?
Sending Emails to potentials
Hello I would like to know how I can send an email to a lot of potentials, I have tried setting up the email in my Templates and then when I go to Potentials I tick the Potentials I want to send the email to but keep getting a message that 0 of 0 emails have been sent. what am I missing ? Can you please assist me in getting this right Thank you
451 qq trouble creating files in queue (#4.3.0)
I tried to send message this morning and got the following error: 451 qq trouble creating files in queue (#4.3.0) What is causing this?
Workflow
I have setup a workflow trigger so that when I create a New Prospect and I select a pull down menu for Prospect Lead Source an email will go out to the prospect. Unfortunately nothing is happening. No email is sent. What do I need to do next?
Permission Denied
Hello, We started receiving an error message on a couple of our user accounts when we signed into Zoho CRM. Not permissions were changed, so I'm not sure why it started. Please help. The message reads... 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
Create a View with Account and Contact information
We tag all visitors to our exhibit at conferences with the "contact" record. If we see Joe Smith, we have a data field (multi pick list) where we track we saw Joe Smith at a certain show. This is great because we see clients at multiple shows, we can run the report next year before the show and know what existing clients we are going to see there. The filter created is off contact fields, but it would be great if we could add account info fields in the same view. This also would be ideal if we
Zoho CRM and Android - App does not allow editing of contact
gentlemen, In my signature version (Professional) functionality is provided in item Mobile Edition, which have functionality: - Create, Edit or Delete Records - Create, Edit or Delete Records in Offline Mode But I am not able to edit my contacts in Android App (Android version 4.4). Is there some setting I should carry on the webpage or is a specific problem?
Ability to TOTALLY partition a Zoho CRM database
Hi there The Territory Management capabilities in Zoho CRM are really good, in that we can control record visibility for Accounts, Contacts, Leads etc. We have a need to go further. We want to create a single CRM database that is shared by multiple firms, each able to see only their firm's records, but I think we have an insurmountable issue. When choosing a record's ownership, we only want firm X to be able to see users who work at that firm. They must not be able to see users who work for other
Custom field that is a calculated field off of other completed fields
We score each Potential as we develop the opportunity prior to bid. The score is comprised of the sum of a series of individual scores. We have created fields for each of the individual scores. These fields contain a drop down pick list with the options being 0,1,2,3..10 I would like to create a calculated field (not manually editable) based on the sum of the fields contain the individual scores. There does not appear to be a cell based function to access the value of another field automatically.
Zoho Send Email down...
Anyone else having an error message and cannot send emails with CRM? Even zoho creator hangs when trying to send emails... anyone else? eta on the fix?
Editing Custom Fields
I've created my set of custom fields, and made some mistakes. How do I edit the custom field - the field type, and which tabs the custom field is located (Lead/Potential/Account)?
CONTACT INFO
OVER A WEEKAGO NOW, ZOHO WAS WORKING GOOD, BUT FOR SOME REASON NOW. AFTER I INPUT AN APPOINTMENT, AND TRY TO PRINT OUT FROM PRINT PREVIEW, ALL CONTACT INFO IS MISSING, ITS IN THE MAIN APPOINTMENT. DID I MISS AN UPDATE OR SOMETHING?
Create Report To Track What % of Potentials Become Closed Won
I'm trying to create a report that tells me what % of potential new jobs I win. I assume this will be pretty simple but can't find a way to do it. I see I can do something similar through Leads but I work as a copywriter for a lot of web development partners. So they have a potential project, send me the details and then I provide a quote and we go from there. So most of my work comes from only around 10 referral partners and because these are all contacts already I can't create new leads for them.
changing layout
hello, for some reason the layout of our contacts page changed compeletly. At the setup layout page, it apears the same, but on the contact's page the layout is compeletly different. what can do? i can't see any of contacts information.
zoho not working
did someone break slowho
sign-in problem
Help! Suddenly I can't sign in to my zoho CRM account! I was using it this morningwithout a problem. mconn@sfu.ca
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