Incoming email not listed in contact
Hi. I receive incoming emails from a contact, but they are not listed in his contact overview sheet. The emails that are coming in are send with the email address I have listed for him... Any suggestions? regards Robert
Converting leads to potential
While converting a lead to potential, all the activities in the notes and attachments are removed. We create case studies to do win-loss analysis. Hence these activities are crucial. Would be great if we can back up or retain for potentials as well.
Client request taken online and getting save in ZOHO CRM automatically under his Accounts..???
Is there a way by which client can enter the request online / or via a link sent by ZOHO CRM, so that when he enters the data the same gets : "SAVED AS A CASE IN ZOHO CRM, under his ACCOUNT NAME.."...???
Search Layout
Hi ppl. I have a problem, i configure my Zoho Crm Module "Activities" to show me the fields that i want. The problem is i fill the fields and when i will search for that "activitie" all the things are ok. But when i go to the "activities" using the menu to list all the activities, all this fields are empty. Can i configure something to fix that?? cumps, Ruben Oliveira
Print preview of customer CRM
Hello, I would like to have a specific Print Preview on a customer. I have recently used the customer print preview option, but I would like to delete and change that layout you offer. Can we customize that preview and preview only a few fields of the Customer List? Thanks for your help! Àlex
CRM Webform leads - can CRM email me when I have new leads?
I have set up a webform that adds new leads via my website (tested, functioning), but can't seem to find an option to email me when new leads are added. The only way to find out that I have new leads is to go into CRM. I'm a new business so don't expect too many leads right now so I won't be in CRM every day. Is there any way to get CRM to email me when I have a new lead added?
Need more than 10 Boolean fields
Need more than 10 Boolean fields. Please.
date function
hello zoho crm - reports in my accounts, i log the jobs we have for clients one of the fields we have is the due date that the job is needed (this is a date field) in custom reports, i want one of the criteria to be: show due dates that are within 1 week of today not sure how do this thx matt
How do you tag in Zoho CRM?
I'd like to be able to tag Accounts in Zoho CRM. How do I do this? Thanks!
Converting Leads to clients
My leads are are patients. I need to convert them as a client not as a contact or account. When they convert as contacts I loose detailed information on my clients. Is what Im trying to do possible?
Recommendation for custom fields to segment accounts/contacts by specific criteria.
I am toying with the type of custom fields to create in the Accounts and Contacts modules to indicate some specific criteria the Account/Contact might meet. For instance, I have several Accounts that may have a specific group affiliation or have won a specific award (or they could meet both criteria). Keeping in mind that they might meet more than one criteria, I'm torn between creating Check boxes for each item, creating a Multiselect Pick List with all the options or a single select pick list for
Adjusting width of columns in view
Is there a way to make columns wider in view? We need a few things presented in our views, and this makes some of the columns (such as Account Name) very squished and gets split between multiple lines. If we could widen the columns just a bit it would solve the problem. Is this possible? I saw a post from 6 years ago saying support for this would be added soon.
Zoho CRM invoices
Hola Tengo un pregunta. En Zoho CRM podemos crear facturas, ya ya despues de haberlas ingresado, uno puede entrar a la factura y editarla de nuevo. ¿Hay alguna manera para que una ves ingresada la factura no se pueda volver a editar? Gracias
Need help resetting our email addresses
Hello ZOHO Folks..... Just learning ZOHO but it is slick, easy and powerful so far. MyQuestion... My partner started accounts for us a year ago but we didn't use them until now. Now we attempted to restart but we are notified that our account names are in use. How do we reset using the same email names?? Any clues appreciated! Gary
Roles
I am struggling to make changes to roles. I added some subordinate roles and nothing shows up in the lookup. I wanted to delete a role. No joy. I can't even get the help to work. My sales guys have the wrong role now, which I'd like to change, but can't crack this apparently complicated set up. Any help out there? mes
Contact address update affecting next contact on the list.
When I update a contact's address details, the next contact inherits the same address info eventhough it is for a different company ????? I create a list of contacts by applying a filter ( > Feb 1, 2013). I then edit one of the contacts on the list. I then lookup the company so that the address details will be populated in my contact. After I save and go back to my list I notice that the next contact has also inherited the same address details eventhough its company name is different. I have screen
WebForm submissions
I have built a webform that submits user information into the cases module. I have also embedded this form on our website and the form submission is working perfectly. The Issue: I have the "Enable Contact Creation" option checked and when a new webform is submitted a corresponding contact is not also being created. Secondly, if I submit a request via a test user that already exists in the CRM, the cases are not being related to the existing contact.
EMail
How can i send a common email to all my contact/potentials? I want to send across greetings for new years.
Pulse
Hi, I would like to know how can use the module Pulse because this is not available for me. Thanks.
Can't send email
All of a sudden I click on a potential, then click on send mail and I get a dark screen? I can't send email? todd@mspexcellence.com
Potentials
Hi, quick question about the Closing Date field. Is there any way to set this field up so that on the day of the closing date, a notification is received to advise it's closing? I've also made another custom field the same as that, but with the time also- it might be easier to customise that one. Any help is appreciated. Regards, Dan
Workflow Automation - Link Back to Case Details in CRM
I have created workflow rules based on the creation of a new case. The workflow sends out an email with case details. What I believe this is seriously lacking is a hyperlink back to the case details in Zoho, so that the user may just click the link (assuming they're logged into Zoho CRM) and review the details of the case and/or take action within Zoho. Currently the user has to login and lookup the case - this is wasted effort in my opinion. Is it possible to do what I'm looking for?
auto-respond email is not listed in the email sent from Zoho nor Gmail - where is it?
Hello Zoho Team where can I find auto-response email sent after a web-to-case form has been filled out? The process is as follow: - web-to-cased form to catch request from customers, - auto-respond email to say "thanks for contacting us - xyz is the number of your case for further reference", then we need to see that the auto-respond email was sent to the customer but we can't find it nor in Zoho email nor in google email. Where is it? what should we do to have it in the email list of the account
How to show "Approve Web-to-Lead" on the dashboard?
We are using Web-to-Lead form on our website and have activated the "Manually manage" option. We want to be notified when someone fills up that form. 1) Can Zoho send an email to us that someone used that form? 2) Alternatively, can we have all unapproved web-to-leads on Dashboard? Right now the only way it can be accessed is from Leads > Lead Tools > Approve Leads which is too inconvenient. Please advice
how we can integrate zoho crm and echodesign
we want to send quote information in pdf format to echodesign and back from echo design to zoho for approval of quotes once it is assigned. so how should we perform this task . should we have to use zoho api or it can be done in zoho creator. once approved can we done payment status from zohocrm to Meritus Payment Solutions. so how to integrate all these apps in zohocrm?
delete user in free version ?
how can i delete a user in the 3-user version ?
Changing default chart
How can I change the default chart provided in ListView.
How can I import data from posibles clientes to Contacts or Cuentas?
How can I import data from posibles clientes( Spanish ) to Contacts or Cuentas? Thank you Munir
Different layout for different type of leads
My company has several types of leads/clients within the same business domain. Is there a way to create different layouts according to the lead/client type? There are different pieces of information needed for the different leads/clients and to have toss all the fields in the boiling pot is quite clustered and hard to follow.
invoice template items
When i create an invoice with multiple items only one item appears on the exported PDF/Print Preview. I have attached the template I am using. Any tips or advice would be greatly appreciated. -Danny
Mail send to contact to move to lead?
By mistake, send an email to a contact when it should be sent from the lead. You may move it to the lead. Thank you.
Allowing a user to only see certain types of leads
Hi I want to add a new user but I don't want to give them access to all of my leads, contacts etc i have segmented my leads into certain groups e.g. type a, type b etc and i want this new user to only be able to see the leads that are type a. Is there a way of doing this? Or is the only way of doing it to export all type a leads to a new Zoho account? many thanks
How to sync contacts
Seems to be a popular discussion topic... Trying to immediately transfer and save contacts when customer interaction occurs. We receive a phone calls and e-mails all day with clients and are still manually entering the data. Can anyone help me??
Time change
Hello, I don't know why but the time looks like is 9 hour ahead. That's confusing... I checked the time and is correctly set in the Italian time as you can see: Zona oraria: (GMT 1:0 ) Ora dell'Europa centrale( Europe/Rome ) How can I solve this? Thanks
Disable TFA
Using the Admin account or in any of each user accounts I have no DISABLE TFA field visible for selection. I am using this link: in each account: https://accounts.zoho.com We run a subscription based CRM with 9 active users. Anyone to advise?
Layouts not matching up
I've made a number of custom fields and created a layout for each of my leads, contacts, and prospects. The issue I'm having is that when I uploaded my database I had the First Name and Last Name separate, and my layout reflects this. The CRM seems to be automatically combining the first and last names into one field, the Lead Name, Contact Name, or Prospect Name. I do NOT want this to occur. How do I keep the first and last names in 2 separate fields, as I have in my layouts? Thank you for your
Arrange Contacts By Industry
I would like to arrange my contacts by market segment. For example... Architects contacts in one list and engineer contacts in another list. This will help me find and email those particular contacts with targeted information. Is this possible?
Where can I find help customizing?
I have a small business in Orlando and I have spent 3 days using Zoho to realize that I need HELP. Are there people out there who are paid consultants to help customize this for me?
How do I set reminders through Zoho ?
How do I set reminders for a future date and time ? and how do I receive an email for that on that specified date .
Quotes/Invoices
Can I generate quotes and invoices in the free CRM version?
Next Page