I can't save an edited Potential. The page stalls with loading
When I modify a Potential and save the changes the page doesn't return an error but just stalls with the message "loading" What can I do? Remko
All Leads Converted to One Person, Please HELP
Hello, I pulled off a lead report last night and when I came onto Zoho this morning all leads that were shown (in this case 100) have all been converted to one employee and the created date all changed to yesterday. You can see in the attachment that all leads have converted to my name, yesterday they were assigned to all over employees. The created date for each lead should all be different :/ Thanks for any help!
Selection Criteria
When specifying criteria, it would be great if we could specify operators like: * is null / is empty * is not null / is not empty It would also be great if we could compare fields in the query and other special values, e.g.: * Amount 1 >= Amount 2 * Due Date > today (Oracle sysdate) Thanks. Jean-Marc Reynaud
I am trying to embed a Zoho CRM web form on a Google site, and it is not working.
Is there a way to send someone the Zoho web form without embedding it anywhere? Can a unique url be generated on Zoho itself? Thanks.
Can I use CRM to track donations
I have a non-profit in which I need to be able to track donors and their giving activity throughout the year so we can 1. communicate with them more effectively, 2. Be able to track data report donors activity, and 3. be able to send out year end reports through email and written letter of donor's activity for tax purposes. My question is is Zoho CRM going to work for me? Do I need a combination of tools? Would love some input before diving in. Thanks!
Determining Version of ZOHO
I cannot sync with my google calendar and I think the problem relates to this: 1. I opened a free zoho account in late September/early October to test it. 2. I decided to buy and hired Susan Clark of Cornerstone Consulting in Houston to help me migrate two users from salesforce.com to ZOHO CRM. Susan accomplished this in November. Susan cannot figure out how to make sync work; she's tried everything and is now not responding to my calls and emails. I am desperate. My calendar is like a Physician's
Looking for a developer to configure Zoho CRM to Business needs
I am looking for a developer to configure to our business needs kumar
Zoho CRM - 24h time format
How to setup 24h time format ? My locale is Belgium (French) but the time format is am/pm. How change this ? Thanks for your help
Deleting events in ZohoCRM Calendar does not delete them in gCalendar
If I ad and event in the Zoho CRM Calendar, either directly or through the Zoho Calendar, the event appears in my gCalendar and my phone almost immediately. I can happily amend any events and the updates appear in my in gCalendar and phone immediately also. However, if I delete and event it is not deleted in gCalendar. Is this the expected behaviour? Cheers
Changing Label Name for Industry
Hi. I am new to ZOHO CRM and so far like it. I am using the free version until I can fully determine whether it will fully serve my needs or not. With that said, I would like to change the "label" name for Industry since all my contacts will be within a certain industry. Is this possible? Thanks for your assistance in advance. Manning
Why won't LEADS created within iPhone App populate to browser-CRM and iPad?
I am a (new) paid professional subscriber. I created some leads on the browser CRM and they have populated to the iPad and iPhone apps. However, this morning I created a new lead on the iPhone App, but it is not syncing with the browser or iPad. That is, the new lead I created is not appearing anywhere else except for the iPhone App. Please help.
New Tab (Dashboard) with External Feeds like Twitter, Fbook, LInkedIn, News, etc.
Right now the "Home" tab is effectively various views of the "Activity Stream" of the business. Let's not lose this, but let's get Zoho to give us another tab, one that is highly configurable by the users or admins and can accept feeds from several sources. Some of this could be done via a Web tab, and I get that, but it is not the same. Here is my wish list for this dashboard view: -Continuously refreshing activity stream from the business: basically everything that is happening in reverse chronological
ZOHO CRM Product/Invoice Integration & Tax
My apologies if this has been answered but I'm trying to set up the Invoice module within ZOHO CRM. I have setup a product. 1. Is there a way I CAN ONLY USE THE Unit PRICE (Not havethe list price) or for the LIST PRICE field to automatically populate with the UNIT Price? 2. Furthermore if a product is taxable (some of our products are taxable others are not) if the product is listed as taxable can the INVOICE automatically populate this field without clicking the "+" sign. I am just trying to reduce
Multiple Checkboxes for One Field
I propose the ability to have multiple checkboxes for one field. For instance: When a contact is entering a web form, and the field criteria is - When Are You Available? Instead of a pick list or open text field. I would like it to supply multiple checkboxes, so they can choose more than one checkbox. M T W TH FR |_| |_| |_| |_| |_|
why do the available fields not populate on templates
I cut and paste the fields on an email template. The email using the template shows Dear ${Leads.First Name} instead of the first name. How can I fix this
CONTACTS
We cant figure out how to disconnect our phone from our account. It has uploaded all these contacts that is unneeded on our CRM. How do you remove the phone so the contacts wont be uploaded anymore???
Where do BCC Dropbox messages go when there are duplicates?
HI I like the new BCC Dropbox feature as i have never been able to get the Outlook plug in to work. However, when i send an email to BCC Dropbox and the person that I'm sending it to has duplicate entries in the CRM I find that the email does not get stored against any of them. Is there a way to work around this or have i just got to get rid of all the duplicates? many thanks Kate
do not receive a bounce message if email address is incorrect
Hello, Just started using Zoho CRM and I noticed that I do not receive a bounce message if the email address is incorrect. I send mail through the "Send Mail" link in Contacts. I do not receive a message if the email address is incorrect.
New Field with Zoho Users
How do I create a new filed in Accounts to denote the sales guy who would receive commission. I need the pick list to be restricted to Zoho Users. And I need to populate this when I convert a Lead to a Potential.
Contacts Near Me
Can Zoho CRM tie into another GPS app such as Navigon when using the "Contacts Near Me?" At times, when traveling in rural areas Google Maps or Apple is not sufficient.
System Freezing
Several of the users at my company are reporting that the system is freezing on them and requiring them to close out and log in again. It is reported on PC's running IE & Firefox. I use Firefox on a MAC and have not seen a problem. It seems to be intermittent (though frequent) and I have not discovered a way to replicate. Have other seen a flurry of these reports? Arthur Young
Pronósticos por cuentas
Es posible establecer objetivos por cuentas?. He probado la opción de pronósticos y me gusta como lo gestiona con oportunidades, pero sería ideal poder establecer esos pronósticos por cuentas para crear un plan de ventas personalizado. Gracias por vuestra ayuda.
CRM - Plan Calls
The most important aspect of marketing in my field is calls. Having the ability to plan calls would be a great help. Thanks!
How to keep the same auto number throughout the same contact?
Hi All I need to keep the same auto number on the client as we progress though a lead can anyone help? Basically when I start with say auto-number 1 then move the lead to a contact, I need to keep them as number 1. Any advise will be helpful please. Regards Kevin.
Custom fields for Lead Status Drop down
Dear All Can we customize the status drop down for generating a New Lead , Also reflect these fields in reporting . Namal
Any tips on setting up a good web form for lead generation?
I have got some tips to share with you on how to optimize web forms for lead generation. Read them here: https://www.zoho.com/crm/blog/9-nifty-tips-to-optimize-your-web-forms-for-lead-generation.html Connect your web form with CRM Avoid too many required fields and keep the form short and simple. Provide links and hints to fill fields. Automatically pass hidden values for multiple forms. Eliminate spam and automatic form submission Keep the visitor engaged by redirecting to another page. Reply back
Contact Deduplicate
I realize this may be a less-used feature, but the deduplicate options under Accounts and Contacts are somewhere I am currently spending quite a bit of time due to how we imported our accounts/contacts. In particular, I am currently working on deduplicating contacts. The four options the system gives me are Email, Phone, Account Name and Mobile. Email is the best one for us as we do not necessarily have Mobile numbers for each of our customers and Phone numbers may be duplicated among multiple
Swedish translation not correct
Several items is not correctly translated to swedish. Some examples: English swedish correct Customer Invoice address zipcode Faktueringskod Faktureringsadress postnummer Delivery address zipcode Leveranskod Leveransadress postnummer same for Other address.. Contact Postal address zipcode Postadresskod Postadress
Zoho CRM running very slowly? Outlook plugin?
Anyone else experiencing this? It seems to me it may be linked to the Outlook Plugin as that has been locking up Outlook when I try to add an email as well. Not sure if that has to do with Zoho or the plugin or both or neither...
Zoho CRM responding very slowly
Zoho is responding slowly. For a few minutes it is quick but then slows down again. Takes 10 minutes to get into everything. Is Zoho experiencing some sort of outage? It is absolutely unusable for my sales team. Please help - all our data is on the crm!
Does ZohoCRM PhoneBridge support Axon Virtual PBX Windows Software?
Dear Support, I am Zoho CRM Partner in Japan and provide ZohoCRM for several customers. Japan customer ask for CTI Function for ZohoCRM. Does ZohoCRM PhoneBridge support Axon Virtual PBX Windows Software? Axon Virtual PBX Windows Software http://www.nch.com.au/pbx/index.html Manage phone calls for your business or call center Axon is a virtual IP PBX for Windows designed to manage phone calls in a business or call center environment. Installs on Windows PCs and ready to handle calls in minutes Supports
Outlook Calendar Sync Problem
When I try to sync my outlook calendar. I get the following message " This calendar is not in selected category". None of my calendar items have a category selected. If i select a category it will sync over. There must be a way to get this to work without having to open up all my appointments and assign a category in outlook. Please advise. thanks, dave
I wonder how I can make a routine control of information within a field
I wonder how I can make a routine control of information within a field? For example, before changing the status of a potential for gain, I would check that the closing date is less doque today's date. Or, see if another field in my form potential is nonzero. I await contact Pugas NOTE: Text translated by google translate
Editar a página inicial...
Olá pessoal, Como faço para editar minha página inicial? Gostaria de retirar "Prioridade" e "Situação". Se alguém puder me ajudar, desde já agradeço. Sérgio
Company e-mails
Fields for (General) company e-mail adresses would be usefull
Please change the way the Help/Forum Navigation function works
When I logged into for the first time this year I wanted to review the open issues in the user forums. When I clicked on the link from my Zoho home screen instead of opening a new tab the forums opened in a modified window with no navigation tools (I use Chrome, latest build) This is a very impractical way to set up a forum. I believe that most users are similar to me. IN order to keep the list of threads that includes those that are marked "New" I typically right click on the individual posts and
Lead report & conversion?
Is there a way to report on how many leads have been given to a sales person during any time period, i.e day, week, month. I need to report on how many given regardless of if they have been converted in the meantime. For a sales crm, i find it strange i can't report on this. Also i would ike to know how many have been converted in to potenials and then onto sales..... the last one is easy but a full conversion report should be standard. Any idea's? Chris
Exsiting Fields in New Module
I was wanderning if it is possible to add fields from other modules to new or existing modules. I.e. I want mailing address fields available to select in the invoices module or mailing address fields in a brand new module. Is this possible? If not why cant we present data between modules if its available? Chris
How to link sales stage in opportunities to achieved sales in forecast
Hi, We personalized our sales stages in opportunities, and now that we add a forecast, we cannot link the closed sales to the achieved field in forecast. Help please
Quote functionality
Can I please get an update on the quote functionality. I wanting to quote recurring values and total them separate to the up front values and currently Zoho CRM can't do this and it really is the most frustratingly inhibative thing I have come across! Has anyone out there managed to use Zoho CRM quoting to quote not only up front valuse but also recurring values and have them individually totaled?
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