Address Bar - URL Format - Links
I've noticed in my short time using the CRM that as I navigate through the different areas, the address bar at the top doesn't always relate directly to what I'm looking at. In some cases, I'm looking at a contact and I want to copy and paste the link for that contact to someone else in my company. However, the link in the address bar isn't a direct link to that contact. Is there a setting or some way to fix this? Thanks!
Auto-select and Auto-populate from Dropdowns
Hello, We're new to the whole CRM process. I uploaded all of our 8000+ accounts and all of our contacts to Zoho and was able to get them to link within the account screen. So if "Acme Mfg" had 4 contacts, when I click on Acme Mfg., it shows all 4 contact on that screen. So far, so good. I've built our leads page and want to be able to have our sales reps select the account number from a drop-down, and have the rest of the account information auto-populate; this way, they would not have to enter
Assignment and Workflow Rules using Gmail Gadget
I'm trying to create either a workflow rule or an assignment rule which fires when a lead is created using my Zoho Gmail gadget. Neither one seems to be working. They are both set to fire on create. Is there something about using the Zoho Gmail gadget that makes it so the system doesn't see this as a created lead applicable for the rule? Workflow is as follows: module: Leads execute on: Create State is CA, or State is HI, or State is AK action: Email User (Cathy and Support) using Email Template:
Does Zoho CRM sync with Apple's Address Book & iCal?
Please provide instructions.
Trying to log into my account and receive message "Account is Inactive" - Help!
I'm trying to log into my CRM account but keep on receiving "Account is Inactive" message. I have not inactivated my account and my business is at a standstill until I can get this resolved help!
Picklist "Other" to be a Fill-In
In a Picklist I have an element called "other". When a user picks "other" from the list, I want a field to appear that will allow them to specify the "other" in TEXT. Would it be possible to map dependency of a picklist item and a text field for this scenario? Alex O
Custom Field in CRM not a choice for Related Lists
I have created an application in creator (Sales and Segmentation) and shared it to my CRM. I wanted to create a custom list in the Accounts section of the CRM that would show sales data from the that custom app. When I go to create the related list, I want to use a custom field I have added to accounts called PAN. This PAN field is what we use at our company to track customers, it is just a customer number. So I added the PAN field to Accounts and I have a PAN field in the custom app, that is the
Sorting by "Created Time"
My CONTACTS are currently sorting automatically by "Created Time". I need it to automatically sort by "Last Name". How can I do this?
Newby question about customization
I have customized my lead page. When I look at a lead, the new layout is not applied, but when I edit the record, the new layout is there. How do I get the layout to on the view only page to be the same as the edit page?
auto calculate VAT(TAX)
Hi, Is there a way to have the VAT(TAX) auto calculate when creating a quote rather than having to select TAX and calculate. Thanks
BCC dropbox not available, despite being an administrator and it being part of my package
This is most frustrating - BCC dropbox is a feature on our subscription package. I'm the account admin. When I try to set it up is says 'insufficient priviliges, please contact your administrator' Grr Then I've emailed support, 'Yogesh' and others and not had a reply. Please fix this or we move our business. Gareth
Not Permitted - TO DO ANYTHING!
I recently set up Zoho CRM, and have added the IP addresses of my ipad4 and galaxy, but I am not being allowed to send an email to my clients, from computer, or devices. The devices seem to only have read permissions, I can't add a client, or email them. I have tried to work with the user permissions tabs but it is not making sense. I want to be able to do everything on each of my devices, can you help? I have made an email template and want to send it out urgently.
Duplication!!! How do i make sure someone doesn't take the lead i'm working on?
I have been able to click on the same lead as someone else and work on it at the same time - this gets messy quick. How do I set the system so that it doesn't allow that to happen? Help.
Auto load address information with new contacts
How can you automatically generate address information from the account when you're adding a new contact into the same account. I have to manually add the address information each time I add a new contact within the account I have the free version of ZOHO CRM
Problem in CRM
In CRM: long values are displayed in a single unbroken line on microsoft windows. Therefore,a horizontal scroll bar appears at the bottom of the screen. It would be much more convenient if the values could appear wrapped.
Custom Lead Sources on iPad Add
Hello, I want to customize the lead sources on the iPad app. I didn't see a way to do it, so I customized them on the website, expecting the updated list to sync to the iPad. I've tried everything short of deleting the app and reinstalling it, but no joy. the list stays as it was. Any ideas on what to do? Thanks!
Webforms Passback
When it comes to webforms, that redirect to a page of your choice. Can you make it so that it sends back some of those same submitted values in a GET URL string? Thanks Sean
Add multiple leads to a events/calls/tasks
Is there a way to add multiple leads to events, calls, and tasks? Thanks in advance.
Web to Lead email Notification
How can I configure Web to Lead email Notifications for when new leads are received from a web form?
Lead Conversion - Account Phone Number Issues
Following a recent trade show I had several leads from the same company. Each individual provided me with their direct phone number. Following qualification of the leads I have converted them to opportunities. Here is my issue: After I convert the first lead it automatically assigns that individual's direct phone number as the phone number for the account. When I convert subsequent leads Zoho requires that I overwrite the existing account phone number with the direct phone number of the lead I am
How can I mail merge a date from an Activities/event directly in an invoice template?
Hi everyone, We are a training company and for each contact we need to create several training dates, as activities in Zoho, that will automatically create events in our Google apps calendar. Once the training is completed we need the dates when the training has been delivered to show up on our invoices. Is it possible to customise an invoice template with "date field" from a specific event or a series of events linked to the contact I am creating an invoice for? I have tried the below fields inside
When I try to edit my email templetes i get error message
I get the error message "Our system is not behaving as expected, please try after sometime. I have been getting this message sinceyester day. Any ideas why I still get this after lots of "after sometime" has passed?
Workflow Rule Criteria question
I want to make an alert to the account owner, when a user who isn't the owner places a new note. I am having difficulty understanding the "Current User" field in the center position for creating a new rule.
Custom Fields for Contacts not showing in views
I have a number of custom fields under Contacts. This morning, none of the custom fields are showing. They were there yesterday. When I go to Setup>Customization>Contacts, I see all of my custom fields listed, however, when I go directly to a Contact record, the fields are missing, and when I run my report, although the custom fields are listed under the filter options, the fields all come up empty. What has happened? How can I get that information back? Help! -Yvette Fitch Sookbox LLC
I had lost "action=CloseTask"
I had modified the field of activities, and I had lost the automatic switch of "action=CloseTask". When I close my activity, it remains in my open activities. How can I restore the function? Thanks Pasquale Bondanese
Phone number for Contact from Account info
When I add a Contact for an Account, the address info is automatically filled in, but not the phone number. How do I get the phone number to fill in from the Account info?
Security Issue?
We are concerned that users can upload confidential documents to Zoho CRM then use the send mail function in 'Quick Actions' to effectively bypass any internal security controls we have in our network to track the sending of sensitive documents. Is there a way we can resolve this? At present, as far as we can see, users can delete email history from Zoho and as such we would never know an email has been sent. Any thoughts/solutions? Thanks
Sorting and pagination not working correctly
When I go to look at my contacts and click on the Last Name column to sort, the page re-queries. It does not sort the names that are already on the page. If I go to the next page of contact and click on sort, it re-queries. So, I can't see the second page sorted. What I want is to set the default sorting to Last name and when I go to the next page, I get the next name from the last name based on the first page. How can I set the default sorting?
How do i split my leads data in Zoho CRM?
I have leads for one client and leads for another client in our call centre business i was wondering if there's a way to split the database into multiple sections?
Move all "Leads" to "Contacts"
I need to move all of my Leads to Contacts. I tried exporting the CSV of my Leads and importing it to my Contacts, but I lose all my Tasks/Events, and Activities (specifically my Closed Activities). Help?
can\'t upload company logo
when I try to upload my company logo, it says "Invalid file format. The file format should be in .jpeg or .jpg or .png or .gif." I have tried uploading both a png and gif file, but both of them result in this error message. any ideas what is causing this? thanks, Nate Nate Aune
Search 'Stickiness"
I filtered records in Zoho CRM using the search feature. I can select the first record, but the result of the search are lost when I move to the next record. I am also unable to return to the search/filtered results without reinputting the search criteria.
How best to handle networking contacts
I go to networking events and meet some useful contacts. Some I can refer to, some refer me, some will never be a customer but a great referrer. How best to handle and track these types on contacts? I don't think they are like leads that turn into accounts.
Zoho - CRM - Accounts - Potentiel
Hi, How can I add severals accounts - with differents action - to the same opportunity ? Is it possible or not ? I need for exemple to indicate for a project all the companies concerned. Thanks for your help. Frederic
Can you rename the Province field?
Can you change some of the main field names such as province as we are UK based.
IMAP Sent Email CRM Synch
I am set up as a IMAP BETA tester and before I get into it, I can not find any information on how the sent emails are handled. If I send an email through MS Outlook or my IMAP supported phone to a contact email via Zoho IMAP will that synch into the contacts email sent history in the Zoho CRM? If not currentlty, is there plans to support the sending of emails from clients other than Zoho via IMAP that will allow the sent email to synch/attach to the contacts email history within Zoho CRM? Thanks
Where is the field for URL?
I am new user. I don't find any field specific for URL.
Rearange Reports!
Dear Zoho Team, I am suprised Zoho does not allow me to rearange the order of the reports for convienence. If there is a way and I am not seeing it, can someone please tell me? If not, please implement a way to rearange the order of reports. All the new folders I create are all the way at the bottom. Alex O
Export to Google Tasks feature!!!!
Zoho, I noticed today that there is a button "Export to Google Tasks" on the create tasks page now. I tried to do so, but it was not working. Is there a featuer that will be enabled soon? If so, I would say Zoho really is ahead of the competition by recognizing that a TASK is simply that, A TASK/TODO item. I hate that other CRMS would crate "Activities or Events" for simple tasks on my list, such as "re order printer paper" or "check on tracking number for order" Please update as to how I can
Account or Contact?
Hi I deal with a lot of private customers. I'm assuming they need to be set up as 'Contacts'. Two problems. When I try and quote a contact, I need to specify an account name and since this is not a business, there is no associated accounts. Should I rather set the individual customers up as accounts? What is the best way to do this? Thanks, Justin.
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