Report showing changes in stages and new accounts added
I would like to be able to run a report that will show me: 1) All accounts and the changes in Stages for a period of 1 month (eg. Widget account was stage 1 on Jan 1, moved ot Stage 3 Feb 3) etc. 2) report showing newly added accounts for the past month
create event form contact list ?
Hello, is it possible to create an event from selected contacts ? I explain : I sort my contacts on one field (I created a VIP field). I would like to select these contacts and to create an event with all of them. Is it possible ? Regards, Fabien
Mail merge doesn't work. The support service doesn't respond to letters!
All templates flied. New also I can't create. At whom same problems?
Upgrading From Professional to Enterprise
Hi there: We used the trial period and we want to sign for a Professional license... What happen if in two months we decided to upgrade to Enterprise? Can we do that? Is the amount paid and unused (in time) for the Professional license applied to the Enterprise and we pay the difference? Please, advice Elias
Counting Contacts attached to an Account
Hi all, I'd like to do a report showing the number of contacts for each account in decreasing order. How can I define a field in the account module with a formula counting the number of contacts for a given account ? Thank you, Best regards, JC Marteaux
adding users problem
First question - I try to add a user (amir@experitest.com) but the system inform me that there is already a user with that Email. The Email is not in the active users, inactive users or unconfirmed users. what should I do? Second question - how can I make the logging in to the system with google to be disabled for this account? I have users that are allowed to access the Gmail account but not to Zoho account. What can I do?
SMTP servers and SPF information
Mail being sent to Leads, Contacts or whatever from within Zoho CRM could be rejected by spam tests if the receiving server checks SPF records. For example, sending mail to anyone at Gmail or Google Apps will include these headers in the message: Received-SPF: fail Authentication-Results: mx.google.com; spf=hardfail The reason is that the Zoho mail servers are not "authorized" to send mail for the sender's (the From: address) domain. Google is still delivering this mail for now, but other mail providers,
I'd like to see the name of the account related to an activity.
I'd like to see the name of the account related to an activity. When I clic on the activity I see the name of the account but when I'm in the activity list, I don't see the name of the account??
Case layout does't update
Hi, I created new cusstom fields for the Cases modul, then I modified the layout. After that I created a web to case form. Then i tried to modify the layout again, adding to the main section the standard "email" field, but it doesn't appear anywhere. I red that a possibility was to change the profile language and then reset it again, so I tried, but nothig. Can you urgently help me to insert the "email" standard field in the case layout? Thanks in advance. Alessandro Masolo
"Sender not verified" displayed when sending using Email Templates
Dear Zoho Team, We are experiencing trouble with ZOHO CRM when sending out emails with Email Templates that we have created. We added a new email address, verified it, then set it to Primary Email address. Following which we sent out a mass email using one of our Email Templates. The email was in good order. Except the subject title which had " [Sender not verified]". Thank you! Gareth
Access Custom View of Tasks on Andriod App
I have created a custom view of Tasks and have allowed all users to access this view. However, this view does not show up in the drop down of views in the task module of the android mobile app. I have tried resetting the mobile app several times, and I am on a wireless network on the phone. The view is accessible on a desktop.
How can I use Auto Number field as data type number in a formula?
I am trying to Round Robin accounts (not leads). I have an Auto Number field on accounts. Here's my formula: ${Accounts.AutoNumber} % 3 I believe the issue here is AutoNumber fields are text, not number. How can I change the value of this field to a number? Normally I could use VALUE() but I guess that function isn't available.
Mail Merge and Workflows.
Make it so that Mail Merges and Workflows are recorded in the history of CRM. The whole point of CRM is documentation and tracking. I would like to know who is working on my team and who is not. Without documentation I can not evaluate my team properly. Make Zoho CRM the best there is. Besides the price increases you guys have had lately I hope will also include some advancements.
increase field length of email template name please
Please increase field length of email template name, please! thank you! Dennis Dennis Daniels
Change Record Type in Cloned Email Template
I have cloned a lead email and want to duplicate it in the potential email template area. But for some reason I cannot changed the "Record Type" after I have cloned the email to change it from Leads to Potentials. It is fixed as "lead' when all other area are editable. Is there something I am missing.
Change Record Type in cloned email template
I have cloned a lead email and want to duplicate it int he potential email template area. But for some reason I cannot changed the "Record Type" after I have cloned the email to change it from Leads to Potentials. Is there something I am missing.
Move some records to another module
Hi :) I'm wondering whether I can move some records from lead module to another module. (Or module to module that I have created) It would be great for me ! Thank you very much !!
mail merge
this morning our mail merge has stopped linking. Re have change nothing. I then treied to set up another test merge but we are unable to show contacts kast name instead it shows first name. Also post code does not link. Help. We have lots of letters to send out. Email help appears to be not working as well
Count contacts attached to an account
Hi all, How can I get the number of contacts for any given account. I'd like to have a report with 2 columns : accounts + nbr of contacts. Can anybody help? Thank you, Best, JC Marteaux
Logo Size and Design / Feel
Looking to use and really impressed with so many options and features but... Logo size - 20K ?? - Sometimes we may need a logo to be a little bigger and placed centrally and at 20K the quality is poor when printed. All our customers are designers and publishers and having documents look good are key. The font, alignment and logo quality are all a little lacking on quotes templates etc. Also the site itself does feel as if it was designed by a load of techs with a very "windows / old database" tech
Can't see my calculated field data
This is a Zoho for dummies question! I have 2 custom fields in potentials: estimated volume (long integer) and estimated margin (currency). I want a third field that multiplies so =(volume)*(margin)*1000 . I tried this in calculated field and have no syntax errors, the field appears in the potentials view but with no value - in fact not even an empty box! Any ideas? Regards..
How to include the "Notes" entries in a report?
Thank you for your help!
How do I create a report that groups by month
How can I create a report that displays the number of new opportunities (for example) created each month? In other applications I am used to seeing, for date fields, the ability to group them by day, week, month, or year. I cannot see any way to group
Finding it hard to filter your qualified leads?
As a sales or marketing manager, I’m sure you handle leads on regular basis—in all their stages and forms. But doesn’t it get hard sometimes to remember which lead is in what stage? Above all, how frustrating it is when you have to keep a mental tab of all the leads that have matured to the qualified phase, and managing further action on them! What if I tell you that there is a way for all the leads to get categorised, organised, and dispersed within a few clicks! Presenting, TeamBerry—our latest
configuration options during search
is there any way to allow a user to change the fields that are displayed in a search result? Richard
Email margins - how to set them up
I am sending out mail using the send mail feature. My margins are very wide. How do we set them to a standard 7 or 8 versus the 13 they are currently set to.
US Holidays
I must be missing something. There is no way to import holidays to the calendar? Help please.
Invalid email address issue in my logged emails
when I click on emails in my leads (emails that i have sent my leads via the BCC dropbox addie) I get the error message that "invalid email address found".....I can't open the emails within my lead details that haven been logged. I used to be able to see them so maybe this is a recent issue that doesn't apply to older leads? Frustrating for follow to not see my previous emails/discussions. Warm regards, jay
Sales cycle duration
How is the sales cycle duration calculated? Thanks Moderation Update (13th May 2025): Please jump to the below link to learn how the sales cycle is implemented within the CRM. The Sales Cycle and its implementation in CRM
What the happened to my post
I posted a complaint here and it disappeared!! I need help NOW...................................... What king of lousy service is this?
Is it possible to add the last activity date at the Contact listing within the accounts page?
This would allow the user to see what the latest time each contact had been interacted with prior to clicking into each contact. Thanks!
Past Account Activity - How Do You Follow It?
How to you chronologically follow past account activity? Because tasks, events and calls all have different date fields it is difficult to easily sort and view the order of past activity. Instead of using different fields for each category (Due Date, Start DateTime and Call Start Time) I wish there were one date field. I've been using Modified Time but this isn't always accurate. What do you do?
Can I use Stage History Modified date/time in a report?
Hi, I'd like to be able to report on the dates when a Sales Stage is updated. I don't want to see every time another Potentials field is updated. Is this possible? I know I can see it on the individual Potentials record, but can I report on it? Ideally I want a report with "Sales Stage Modified" dates as the rows, "Stage" as the columns and the Count of the number of modifications against these. Thanks Patrick
Duplicate records
Hello, We are having an issue with duplicate records being created automatically in Zoho CRM. We have our CRM linked with Gmail accounts, I'm not sure if that has something to do with it. However, I need to stop the system from automatically creating duplicate accounts. Please advise.
Creating Relationships (Spouse, Children, Partner, etc)
Is there a simple way in Zoho CRM to create relationships similiar to Salesforce. IN salesforce you can create a relationship between two contacts. This is a useful way of tracking children, spouse, etc. Or, if this is not possible, how could I create a custom field that relates to a two or three other fields. Example. First, Select Relationship (Like Spouse), then have spouse have a name and birthdate field. After this how could I add multiple relationships to one contact? A one to many relationship.
I can not add a new contact
Help! I am adding a contact and it will not show up when I search for it after adding...
Reports with a within time period date criteria?
Is there a way to create a report that generates data based on a changing date criteria such as All Leads that have a Created Date of Within 1 Year? Right now I can specify Leads Created Up to a date, but then I need to change the report every time I run it. So for example today is January 1 2014. If I create the report and say "All Leads created after January 1st 2013" then in February I will need to edit the report and change the date to "All Leads created after February 1st 2013". Is there a
Potential closed and won- how do we get it to now become an active account?
If a potential is closed and won, this means that they are now an ongoing client. I want them as an active " account" but how do I convert them from " potential" to account?
Multi Attach Documents to an email?
Multi Attach Documents to an email?
How do I customize the salesorder template?
Hi. I need some help to customize the salesorder template, where do I do that? The main reason why I need to customize it is because even though I have put in values in tax on the salesorder it is not visible, it shows 0,00. The end sum is correct but I want it to be visible and also the same with discount. Best regards Claus Lorentzen
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