Exporting Data
Can you export client contact data onto an Excel spreadsheet
creating a view for activities that allows past events to not show
right now, i can't create a view in the activities section that allows for past events to stop showing up in the view. I actually have to delete the events in order for them to no longer show in the activities section and it clouds my view of tasks that I actually need to accomplish. Also, by deleting an event, there is no way for me to go back to my calendar in case I need to recall what I did on a certain day. here's a video of my problem http://screencast.com/t/PU7E8TZpm
No convert button?
Hi, just wondering is there no convert button on the free edition or am I missing it. I looking to be able to convert leads into contacts and because I've already got contact details entered, would I also be ablve to convert contacts into prospect? Many thanks Paul
'new user' conflict
Hi We have 7 licenses and 6 active users. When we try to create a new user we get a message saying we need new licences. We have a new sales staff member on board who needs to use the system immediately but cannot get her installed. We set her up yesterday and sent activation email twice but she does not receive the activation email and now the system says "User does not exist" even though her name is in the list of active users - and she is inactive!! Can someone please fix this problem with some
Problem with contacts related to the clients
Goodmorning, I have a question, we have a problem with our contacts link to the clients. We import our clients from another program and now we have 1600 clients and only 400 contacts because we didn't create the contacts in clients tabs. Now we want to send massive email for an event but with zoho we can send only to contacts and leads. So how we can create a view to see where the clients haven't the contact and create manually ? We spend much time to go inside every client one by one... thanks for
Products has disappeared
As of today, I can enter a product into a potential, but as soon as I press save it has gone (not saved). I cannot edit the product field from the potential page - the edit function has also gone. Is there a bug today?
How to show Vendor's Address on the invoice/Template inventory ?
I'm trying to show my vendor's address, on the invoice, It shows me the vendor (Venue) name, but without his address, How do i add it? Thanks
How to create Single Invoice for Multiple Sales Orders in ZOHO CRM?
We have a requirement to create different sales order for the whole month. At the end of the month, we would like create a single invoice out of those sales orders. How to achieve this in ZOHO CRM? Thanks Regards Vivek
Can't upgrade
When i try and upgrade or buy more accounts, it just redirects me to the homepage. Can anyone help? Thanks, Hugo
Custom Potential Field: Won date
Hi, I'm trying to build a custom potential field which shows the date on which the status is set to won. Is this even possible and if yes, how? Thanks for your help! Regards Arthur
A way to report on all leads for a given month
Is there a way to report on ALL leads created in one month by source. I need to include both open, closed lost and converted leads. Right now I can only see source of non converted lead and cannot find a way to add the converted leads to the same report. I'm trying to do this to gain insight into my sources of leads, volume in and disposition of each lead.
Blind Copy on Leads
Hi, We are starting to send emails to leads through Zoho CRM but we want to copy or blind copy our sales@ email address by default when sending. Can this be done and if so, how? Thanks, Abbos
web to account form
is it possible to have the accounts section populated via an online form?
How to print mailing labels for Contacts/Leads associated with a campaign.
Hi, We have an event organized and want to send out invites to some selected Leads and Contacts. So we made a new Campaign, added the leads and contacts to it. But now how do I print mailing labels of these selected people. I cannot seem to create a report
Notes for this....(FIELD WIDTH)
Hi. Is it possible to change the width of the fiedl for the "Notes for this (Suspect/Contact/Lead etc)"? Appreciate your assistance!
Incomplete upload
Hi, I uploaded a database of contacts onto Leads, however not all of the contacts uploaded. Why would this be? Does this mean that I have to identify who are not on the system and manually upload them? I look forward to hearing from you. Kind regards, Ninke
App not working
I have 7 sales people out on the road using the Zoho App and have been for a little while already, all at the same time they cannot access CRM, everything is fine if they log into zoho from their personal PCs but not on their Smart phones either iphone or andriod . Help,
NEW LIMITATION: not allowed to change ownership of 100 records at a time!
Good morning. Today we began to receive an error message when changing the ownership in more than 50 records. The error that appears is: 414 Request-URI Too Large This is the same in several modules. We hope that Zoho has not changed the limits arbitrarily, since you don't provide a mechanism for transfering property of all records from one user to another when an employee leaves. This is a very tedious and time consumming process, and it al ready took a lof of effort changing 100 records at a time.
When creating an event it doesn't display leads and contacts in the send invite section.
I am trying to create a new event related to a lead. Everything works great except when I try to send an invite request, the form just displays the users. It does not display My leads nor my contacts. I have tried on other web browsers and still experiencing the same issue.
Opening cases in a new tab
I was previously able to open multiple cases in new tabs (right click the case, and click 'Open link in new tab'). This allowed me to work on multiple cases at a time. Now when I try to do the same, I get a blank page. I mainly use Chrome, but have tested it on FF as well, same results.
Leads/Contacts invitees not showing up when an event is created from within a lead or contact.
When you try to create an event from a lead or contact...other users show up fine and can be selected, but any leads or contacts you invite do not. The check boxes show up..but the text is not there..its like the text is in white against a white background...please fix.
Which License do i need to manually deside who can see an account or contact etc.
If an account is private or confidential, in which version do I have the option to prevent showing this confidential information to all people? And maybe only visible for 1 or 2 specific persons? Thank you for answering, Fabian van den Barselaar
How to make my own contact category
How do I make my own contact category? It only gives me options I've already used. For example, I want to change "Hospitals-A" to "Hospitals." Thanks!
After sigin Zoho crm stucks at "Please wait" in firfox, Please suggest an solution ASAP
Hi Sir, After signing in Zoho crm stucks at "Please wait" in firefox, Please suggest an solution ASAP Thank You Niranjan
adding new leads by forwarding email from diferent email
hello i'm french (sorry for my bad english).... i'm a new user of zoho crm... what i want to do: i had 3 o 4 personnal email adress where i receive "leads" i want to forward to zoho crm.... i test using "forward to "myadress @zoho.com" but zoho recognise it's me....(the sender it's me) but i don't want he recognise me... i want he recognise the original "sender"...a new leads (email adrese don't exist inside zoho..... had you a solutions for that.... tha!nks
Can I view recent activities of all my users?
Can I view recent activities of all my users? I am a manager, and would like to make sure that ZOHO CRM is being used by our sales force. I would like to see each users recent activities. For example, new contact entries, account entries/changes, etc.
New field SALESORDERID in Report, export to CSV file
Hello, We use in Report the export to CSV file. Now there is a new field, namely SALESORDERID. Because we use this CSV file to import this in an other application, this importroutine does not function anymore because of this new SALESORDERID-field. Can you tell me how to remove this field in the CSV export? Thanks, Helmut Faust
Add Account column to Activities view
We need to know what account is related to each task - currently, we have to manually enter the account name in the task title itself to get this information in the task view. Please add the ability to display the account column when viewing Activities.
Invoice Tax added automatically
Any chance this will be sorted at some stage? In most countries, there is only one rate and we all have to charge it!
Can we add a preview of email contents when mousing over subject, like in Batchbook CRM?
Batchbook does this wonderfully, it's so useful. When you hover your mouse over the email subject on a contact's page (or recent activity dashboard), a box pops up showing the first 9 or so lines of the email. This way you can easily hover over several email subjects in succession to find what you are looking for, instead of clicking on each one.
Seeing call input
I am brand new to this. I created an account and then documented 2 phone calls. Where are they? I can't find them. Help! Many thanks.
Adding a new field to Potentials
I have just signed up for the free 3 user licence. It appears as though I am restricted to edit fields and cannot add new fields, is this correct? Potentials show a field for contract revenue. I would like to have 2 revenue fields, one for services and the other for licence fees. If I upgrade, can I make such a change?
Sending email through alternative smtp server
Is there a way to change the smtp server used to send emails from the CRM tool. We use www.wrapmail.com and would like to route our emails through their server to get them wrapped.
Email template drop down box won't display all templates created
My email templates are not all displayed when selecting the drop down when sending an email. Why not?
Different email for billing and invoice/receipts
Hello, Is there a way to change only the billing/invoice/receipt email to something different from the main user? We only need 1 account. However we want any receipts to be sent to a different email address. Thank you
Bulk Email
I wish to send a Bulk Email to all clients to check if Email addresses on file are valid. Using the bulk email function, are replies/rejects from "dead" email addresses received back by the sender?
Compulsory field in "Leads".
Hi There, A lot of times we won't know the Last Name of the Lead and we just go by the First Name until the Lead is properly qualified and converted into an "Account". The "Last Name" field in the "Leads" section is a compulsory field and I am not able able to change this to non compulsory field. Can you please let me know how I can do this?
Change the order of columns in search results
Any way to change the order of search results? For instance, I'd like to move the Full Name column to the 2nd column right after Account Name.
Can you move the Emails section up?
I'd like to move the Emails section up between "Notes for this Contact" and "Attachments". Any way to do this?
"Industry" drop down list
I have changed the contents of the "Industry" drop down list. However the changes did not take effect. What should I do to change the contents of the "Industry" drop down list?
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