viewing all email addresses at once
I am new to Zoho Mail. I set up 5 email addresses for my company and I am wondering if there was a way to view all email addresses at once instead of logging in and out of each one. Any help would be much appreciated!
Zoho outlook mail plug in - emails to opportunities
I need some clarity on how emails are 'added' or 'pushed' to the CRM. I have installed the outlook plug in and I have successfully added emails to contacts etc... here is what I have noticed. ADDING EMAILS.... - I understand emails 'live' with the contacts. Can an email 'live' with a specific opportunity?... i.e. can you add a specific email to one specific opportunity. - I understand that viewing a contacts emails in an opportunity the actual contact must be part of the opportunity. - If emails
How to create a field
I would like to create a field to be added to all leads and to be viewed from the main lead page as a column. I would like this field to read "Last date contacted." Is this possible?
Adding contacts to the potentials report
Is there a way to add the "Contacts" field to the "Potentials Report?"
How do I make myself CEO?
I am the account owner for Zoho at my org/small biz. It has me as Manager, Administrator - I can edit others roles but cannot switch mine from Manager to CEO! I need in order to view Audit Logs of all employees.
Are there any ways of getting around the maximum number of customized currency fields.
I am defining new fields on the Transaction module and I need 5 additional fields. What can I do? Are there plans to add more fields in the future? Are there any temporary work-arounds?
Email Template Drop Down Box is Empty (Mass Email Screen)
The 'Email Template' Drop Down Box (on 'Mass Email' Screen) doesn't show my pre-designed email template for use with Mass Mailing. Drop Down Box only has "None' as a choice, even though template does exist. The template exists, and has been used to send emails one at a time, but not working when doing several pre-selected Contacts. Larry Rice
Unified e-mail list
Hello, I have a suggestion that I'm sure will make the daily work with CRM easier. In a lead properties, there's the Emails section (my CRM is integrated with Zoho Email). Sometimes I send emails from within CRM and sometimes - from my Zoho email account. Both types of email show in the lead properties and that is great. What is not so great is that there are two separate lists of emails sent. You can switch between them using a dropdown menu at the top right of the section. However, when looking
How can I activate the standard contacts field "Date of Birth" also for Leads?
I want to use the standard field "Date of Birth" also for Leads, but if I try to add it as a custom field, an error appears. How can I also use this field in this case without creating a new custom field for leads with an other label/name?
Allow users to share data
Hello, I've been looking through the tutorials and the forum and I can't find a solution to my problem. I am using a trial professional account with 3 users. CEO and 2 sales representatives. The sales representatives have the same role in the hierarchy. I want them to be allowed to share contacts or accounts if they want to, but I don't want to use the default option to share all contacts and accounts. Only specific ones which they will work on together.
Improving advanced search
"Advanced search" is too primitive! We need the ability to add a second criteria row connected by the operative "and" or "or" One should be able to search for (e.g.) 'Job wide' CONTAINS 'banker' and 'mailing country' CONTAINS 'France' OR 'Job wide' CONTAINS 'banker' and 'mailing country' CONTAINS 'Germany' You implemented the ability to do this in the Views: https://help.zoho.com/portal/en/community/topic/i-challenge-you-to-explain-how-to-enter-the-following-search-query#2266000002429325
How to change an already established pick list to a multiple pick list?
Anyone have a workaround for this? o=
Some missing when Exporting leads
Hello! Not all the leads in the list view export when using "export leads"? Is there some flag or category that I am not selecting to include them in the export function?
Increase the number of listed items in related list
Currently there is a limit of 10 Contacts showing in the related items list in Accounts. This makes it very easy to miss a particular hidden contact, for instance the 11th contact, as the employee does not know or forgets to click on the arrow to show the next page of items. What we need is to have this feature customizable, so that one can show 10, 12-15, or whatever number of contacts required. I imagine this to be useful for any of the records, not simply accounts and contacts. Can this be implemented
How can I change the fields on this contact view inside Account?
How can I change the fields on this contact view inside Account? I would like to remove Fax and add Tittle to this view. Thank you . Please see attach.
Alerts coming late
Good Morning, I set an event for one of my contacts. Within the event I requested a 'pop up' notification to alert me of the event an hour before it was to start. The 'pop up' did not occur. I had Zoho CRM open on my desk top at the time. Today, six days later and at the wrong time, the pop up occurred. It would be nice to be able to trust that the pop up notifications will take place when they are needed. What can we do to fix this? Thanks, -S
"Find" Formula Field Confusion
Hello, I am having trouble finding out what the "1" means in the "Find" formula field. Returns the nth occurrence of the text string. Find('string','search string',number) Find('greenery','n',1) returns 5 I understand why it returns "5", because "n" is the fifth letter in "greenery", but what is the "1" for? Alex O
Sample Inventory Templates : Quote
Dear Zoho CRM Users, Everyone needs Inventory Templates as per their business requirements.Here i have attached a few sample templates for Quotes.If you have different model of Inventory Template, Please share with other Zoho CRM Users. <TABLE style="PADDING-RIGHT: 20px; PADDING-LEFT: 20px; BACKGROUND: rgb(255,255,255) 0% 50%; PADDING-BOTTOM: 20px; PADDING-TOP: 20px; -moz-background-clip: -moz-initial; -moz-background-origin: -moz-initial; -moz-background-inline-policy: -moz-initial" cellSpacing=0
Reports
Hi, we designed a specific report that we have been using for a couple of years now and yesterday it did not show up. I got a message saying something like "No data available" . I changed my browser from Firefox to Safari and in Safari the report was available. Is there a problem with Firefox now ? We have been using this browser for years generating the same report and it was working just fine until yesterday. Thank you,
Sync event to google calendar
Hello One question, if i make an new event to an account in Zoho CRM, is since ok! Now the event is synchronized with google calender, in google calendar i see the event and also the description of the event but i do not see the account? How can I change this? Thanks for answers, Rolf
I want you to improve（KAIZEN）ONE MORE TIME. {I want you automatically to calculate a consumption tax of estimate(invoice).}
Hallo, I use CRM for 4 years in JAPAN. I may continue appealing for some time all the time. When I make a written estimate(invoice), I cannot calculate a consumption tax automatically. I have sometimes suffered a loss. Please I want you automatically to calculate a consumption tax of estimate(invoice).!! I want to improve one more. I want to replace item!(Like a zoho invoice.) When I want to insert an item,I must delete under the item. I want you to do something about that. I love zoho!!
I Have no convert button to change lead or oppotunity into customer
Hi I have searched everywhere there is no convert button
¿Limits importing data to Zoho CRM?
Hello, I am new here. I have a big doubt. I'll try to explain it in English (I am a Spanish user). I have the FREE CRM (we are only 3 people). We make phone calls, so the number of contacts we need is unending. Up to now, we have imported/exported around 3000 numbers (we have around 600 always online). Today, making my usual import processus, the following note appeared: LO LAMENTAMOS, HA LLEGADO AL LÍMITE MÁXIMO DE SU EDICIÓN ACTUAL Translation: SORRY, YOU REACHED MAXIMUM LIMIT IN YOUR CURRENT EDITION
Sales Pipeline status by month repoirt
I would like to take each unique potential Company Name / Potential Name and show the stage status at every month end or lase Monday of every month How can I do this? Thanks
Report Parameter question
I need to get a report showing the stages of each active potential for a weeks time period So for as of 5/27/13 I need to see what the status of all my accounts were on this day. Do I have the correct parameters If I use an advanced range of 05/21/13 to 5/27/13 I do not get all the accounts. when I use 01/01/13 to 05/27/13 some accounts do not appear on my report. I would also like to run this for a specific time period on any given day. I was told the only way this can work is if I run the report
Pop up reminders on Closed or Completed Tasks
Hi there, As part of our processes we like to follow up on a closed task, to ensure someone has receipt of something we've sent. I have noticed that Pop-Up Reminders do not work on Tasks that have been 'Completed' or 'Closed'. Can you confirm this is the case? Is it possible for a reminder to be set on a 'Closed' Task?
reposting question not answered
BC dropbox in Zoho CRM • Using Zoho CRM Plugins • 7 days ago Hi! we are using outlook 2007 and 2010... is there a way to tell outllok to automatically bbc zoho's email address so that it doesn't need to be done automatically? (can we have exceptions) Thanks
workflows- bad translation?
HI, We need to set workflow rules acording to products on sales orders. we've seen an option that says "descripción del producto" (product description)... what field does it relates to? can we not use product id or select the product from a list? how can we best achive our goal? (basically each product sold creates diferent tasks to diferent people and we need to automate this) this is critical for us Thanks a lot
taxes (Important)
I have taxes well configured (checked that tax were applied, that had a name and a % value) but they do not appear on quotes (also checked that the correct fields were there) What happens? Thanks
Web to Lead - Group Notification
Hi All, Hope you are well, need some help with creating a mass notification when a web lead is created. We have different products that can be selected on the web lead form - depending on what product is selected I would like to notify a specific group of sales people that a new lead has been created. This will then enforce the Sales People to quickly access the web lead, approve it and then update its status - and lead owner to themselves. How would one do this, considering we running the professional
web to contact email notification suddently displaying HTML code.
HI, We setup a web to contact form some time back which sends an email notification to the record owner when somebody submits to it. In the last few days the received emails have started to show html code above and below the details in the email.. see below. Any ideas? <meta http-equiv="Content-Type" content="text/html; charset=windows-1252"><meta name="GENERATOR" content="Microsoft FrontPage 4.0"><meta name="ProgId" content="FrontPage.Editor.Document"><body style="color:#666;"><table style="width: 700px;"><td style="vertical-align: top; text-align: left; height: 200px;"><font face="Arial,Geneva,Helvetica,Swiss,SunSans-Regular" size="2"><table width='700' border='0' align="center" cellpadding='0' cellspacing='0' style="border-bottom: 2px groove #666; background-color: rgb(255, 255, 255); height: 70px;"><td nowrap>
ALL EMAILS HAVE ERRORS!!!!!!
All of our emails are coming up as HTML code or as plain text ignoring all formatting. Everything has been working fine up until this morning. Please advise ASAP
First name field in contacts
After I imported some contacts into Zoho CRM, the first name field became a drop-down list. Does anyone know how I can revert that back to its original settings? Thank You! Joe
Emails sent via Zoho CRM not visible in contact details
Hello, last week we used Zoho CRM in order to send multiple emails to the contacts from particular view. We ticked multiple contacts (not more than 10), chose a template, then got the information that these emails were sent, yet, there's no information about it in any of the contacts' accounts. Why might it have happened? Does this mean that these emails didn't reach recipients? How should we make it work? Thanks for any help in advance. Best regards, Elling
Trying to Add a new field
Hi, I'm a new user of ZoHo CRM and in the modules list (& in help) it shows me this; but the 'New Custom Field' does not appear. In fact it does not appear in any of the module lists. How do I add a new Field?
Basic System Fixes
A required system up-date that should be available is the following: When using a data base list such as “Leads”, and for example, you have 5000 Leads in the list. I would like to be able to do a few things with the list for speed. 1. I would like to be able to show more than 100 Leads per page. In fact I would like to be able to show the whole list and be able to scroll up and down to any Lead number. 2. At the bottom right of each page as it is currently configured, you only have one
How to filter/sort by last email sent?
Hi folks, the Zoho support people have told me that it's not possible to have the last activity time for contacts reflect mass or multiple emails. This seems quite odd, but I'm getting used to strangeness with Zoho. What I'm wondering is how other users keep track of contacts who HAVE been emailed versus those who you have not yet sent emails to. Currently I am having to manually open each contact to see the last email date, which is very cumbersome. Does anyone have workarounds or suggestions I
How do I prevent cloning of records?
We're using the Sales Order module to drive a lot of the functionality we want. As part of this, we've internally configured business processes to include approvals by certain levels in the organization hierarchy. These approvals are driven by fields stored in Zoho CRM. These fields can only be edited by some profiles using field-level security. This process works well for a normal Sales Order. However, if a regular user is allowed to clone this Sales Order, then the approvals that were put in place
Email Attachments Using Up CRM Storage
Hi there, We use email templates to send emails to our clients at various points in the relationship but we attach custom PDFs to each email. I believe those attachments are chewing up our CRM account storage and we've now hit our limit. I don't necessarily want to keep those documents (we keep them outside of Zoho in Google Docs) but I can't figure out how to go and mass delete some of those attachments to reduce our storage usage back down. I'd still like to keep the body of the email recorded
Modifying a Label Field
Dear All, I cannot succeed in modifying the label of a field I already created. What can I do ? Thanks a lot for your help Laure
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