The records in the Recycle Bin removed by admisistrator can be restored by user
https://www.zoho.com/crm/help/miscellaneous/recycle-bin.html hello I found that The records in the Recycle Bin removed by admisistrator can be restored by user Is it possible to close access for administrator's changes view in recylce bin and restore possibilities?
New Forecast
Seems strange that we can not swap between monthly and quartely reports. Can we update this ASAP?
Zoho Activity to Outlook 2007
1. Suggestion: The system really needs a button at the event that will open and create a new outlook calendar event. 2. Problem: Other users are creating Activities and inviting me to them. I get the e-mail notification. However, it does not put that Activity on my Zoho Calendar and does not make it available when I Sync Calendar using the Outlook plug-in. This makes the Zoho Activities useless for someone who relies on Outlook Calendar to schedule their time. Is this an error in the way we're
Sorting by Lastname
Hello Is there a way to sort leads by Last name but also show the first name? Thank you
Comments on cases not added to email templates
Comments on cases not added to email templates ${Cases.Add Comment} All other fields seem to work ok Regards Toby
Zoho integration with Quickbooks Pro 2010 available?
Hi, I was wondering if the integration for Quickbooks Pro 2010 is in the works. I see earlier versions are in beta testing. Thanks. Rebecca
New Lead Creation and Tasks
I would like to find an easy way to create a lead and then have all the follow up tasks automatically created for that lead. Example, I create a lead and the system will create a task list for the lead for 1 week phone call, 2 week email, 3 week phone call, 4 week email, ....etc. Is this possible? If not can I create all the follow up tasks in one lead and then maybe clone the lead? Any help would appreciated.
forecasting problem
good afternoon Moved to the new preview release of Zoho CRM. I have created a goal for quarterly hierarchy, but can not Show what has been done, only the flow. What do I do?
Mark cc to other users in notification mail & Outside users in case of tasks
Mark cc to other users in notification mail & Outside users in case of tasks , tried doing but does not work
Help Setting Up CRM for Referral Channel
Hi all. I need some help getting my head around how to set up Zoho CRM for our particular needs. Here's what I sent to support (no response): I have several questions as we’re thinking about how to set up Zoho CRM for our company’s specific needs. In particular, I’m working on the Sales portion of the process, and I’m having difficulty determining how to classify different types of people and companies we deal with in the sale process. Perhaps if I described our situation, you could make a suggestion
ZOHO CRM Reports - in the future can we create saved reports as PDF rather than Excel/CSV?
Currently when I send out weekly reports (Report Scheduler) from ZOHO CRM they are in Excel. In the future will we be able save and send these out weekly in PDF? Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
Lead search not returning known record
None of the leads imported earlier this morning are being "found when searched for" I have checked search settings, spelling and checked multiple records. If I click the lead tab and sort descending by last activity the records are listed in CRM, they are just not appearing in search results.
Can only load 100 CSV contacts of spread sheet of 3,500
Can't figure out why only 100 load into Zoho, have tried 4 times including deleting and re-loading...
How to update field in CRM account module through WEBHOOK
Please anybody can tell me. How to update the CRM field through WEBHOOK (CRM-WEBHOOK-Creator) and one more thing in webhook they are using apikey, ticket but these are outdated now days. So Please help me. https://www.zoho.com/crm/help/automation/webhooks.html
How To - Create links within a module to excel files stored/located on hard drive
I want to have a link on the NEW POTENTIAL BUSINESS module to access one or more excel files on my hard drive. Is there a way to do this so the same ' excel template file' is available with the addition of every new potential business addition? If there was a way to put it in the sidebar area just below where the current LINKS area is now would be ideal
Potential by Lead Source report
Hi, How would it be possible to create a Potential by Lead Source report? Thank you.
Email Templates Not Coming Up When Individually Emailing
There seems to be a glitch with sending individual mail. This has been going on for about a week. When individually sending mail and choosing a template, quite often Zoho doesn't catch that I've chosen a template. I click it; the message body remains blank. I must go back into the template drop-down field and select it again. It doesn't do this all the time, but it's often enough where it appears there is a glitch or a bug. Any thoughts?
zoho.com
When I first login to zoho, the starting page shows the blue login name as "jimmyewilson." My problem is that Jimmy is a past coworker who has since left and now I'm in charge of the zoho account. I've managed to update everything else but this, how do I edit this? Thank you, I've tried phoning zoho and talking to other colleagues but no luck so far!
how can i assign leads?
how can i assign leads?
Imported Accounts Not Found
Started using Zoho yesterday. Just tried to load an excel csv. file with only 5 rows and 50 accounts. I received a message saying the import was successful but I can't find any of the data. Any ideas?
Features requests and limitations
Dear Zoho CRM Team, As you might remember, i've sent you couple of requests recently regarding so many problems i got when i tried to use Zoho CRM not only as notepad/contacts database, but as real sales automation tool. I'd like to discuss this with you and other customers. I discovered these ones: 1. I can't get rid of my currency name in English when i want to put just price of the product somewhere. I always get that "RUB" abbreviation while not only it's not correct to put English currency name
Sync my API with zoho CRM
Hello, I want to know if it possible to sync my API with zoho CRM, if it's possible how i can do that (i had my URL and my api_key). Thanks
.pdf saved as attachment. "Open" or "Save" options. Will only save
In the CRM, when I have an attachment saved to a lead or client, when I click on the .pdf the CRM gives me 2 options. I can either "Open" it or "Save" it. In the past, when I clicked "Open" it would open in a new tab (browser is Chrome). Now, when I click "Open" it brings up a "Save As" dialog box. It won't simply open in a new tab. I tried disabling pop up blocks. That did not work. Any suggestions?
Default Text in a Field
Zoho Team, Is there a way to add default text/values into a field? It would be a very helpful functionality to add to our database. We want everyone to know exactly what to type in each field and default text would help describe what content should be addressed in each field. Please implement a way to add default text into Zoho CRM. Thanks, ARMGroup
Reason Why I cannot see some Contacts in Activities Report?
In the Activities Report I see some Contact info but not all. Any ideas why?
product pricing - subscription
How do I create a product with a recurring monthly subscription pricing model. eg. Product xyz @ £50/month and show the value of the potential as a 12 month subscription.
What is advantage of using Leads as opposed to Contacts?
Hi, I am not clear on what the advantage is to using the Leads function, as opposed to putting all contacts in the Contacts area. I like Contacts because I can tie a Potential to them. Are there advantages I'm missing to entering contacts into the Leads area first? Asked another way, are there disadvantages to entering contacts into the Contacts area directly? Thank you.
FB is the CRM to beat... I want to see only contacts with photos, how do I do that?
I want to see only contacts with photos, how do I do that? FB is becoming the new CRM. How is Zoho going to meet that challenge?
Upgrades
Hi Could you please tell me how often do you perform upgrades/release a new version to the system and, will an upgrade affect any customisation of fields etc? Thank you
Email Link in the Zoho CRM Menu Bar
We have 2 accounts, one subscribed, one free (different businesses) We have this on the subscibed account... We would like Emails link on the free version. Where is this module enabled and then make it a Menu item?
Close an account and open a new in ZohoCRM
Hello, I have create ad activity on ZohoCRM using my personal Gmail account. I invite in past two user with their business email. So all works fine. Now we pass under Google Apps and I wish integrate the CRM with my domain. Here begins the problem. I invite other two users, but when I write their email for an invite ZohoCRM reply: "zoho crm id already exists. please use a different zoho crm id." I try to deactivate (not delete, Zoho can't permit this), but I have the same problem. How can I solve
Macros All Deleted Themselves.
I spent 5 hours setting up some macros for my users so they didn't have to worry about small items when on the phone. Today they logged in and all of my macros were gone and nowhere to be found. I am extremely upset as this is 5 hours of lost work & today I'll have to go in and re-make all of the macros. I'd like to know 1. why these macros got deleted and 2. how I can prevent this from happening again in the future.
How to know which lead was not imported upon XLS import error
Hello, When importing leads via XLSX import function, we run into errors now and then where 1 or more leads were not imported. 1. why doesn't Zoho tell us exactly which lead was not imported correctly? Can this function please be added? Or does this function exist? 2. since Zoho does not tell us, how do we easily find which lead or row or hint of which lead(s) were not imported? Currently, our only solution is to roll back and manually check the XLSX file to double check. Thank you
Form Web-To-Contact
I did the generation of form. But when the client sends the data in the forms on the site, it should give a message "data sent", but no further information. And in Zoho CRM, where I found request? Or it will the request sent to Zoho mail? If the Client complete the form on desktop it works? Thanks http://www.gestcash.com/pedido-contacto/
Email Link in the Zoho CRM Menu Bar
How do I get a link to Emails in the CRM Menu Bar?
Quote - Product Detail
Is it possible to make the Product Detail Section non-Mandatory?
web form not work!
web form does not work! Where are the data form? By sending the data on the website it should give a message from SENT but does not. If the Customer placing the data in form via desktop, it don´t works? *URL de Retorno: *Nome do Dominio:
Form Web-To-Contact
Hello! I did the generation of form web. But when the client sends the data in the forms on my site, it should give a message like "data sent" but no further information. And where I found the request on CRM? Or will the request sent to Zoho mail? I don't understand! Another question, if the client complete the form on desktop, it works? Thanks http://www.gestcash.com/pedido-contacto/ , Thanks
old forecast vs new forecast - numbers different
Hi, I have just upgraded to new roles based forecasting, but it appears that all of my closed opportunities are not showing in the new forecasting tool. They all appeared as closed in the old one. Can you please help me understand why theres a difference?
CEO option to share data with peers can´t be disabled
Not able to uncheck the "Share data with peers" box on CEO role. It only shows the green dot, whbile editing it don´t show anything related to "Share data with peers". How to disable that? Regards
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