Creating Cases
When I create a Case and I select a related Account or a Contact, I want to pull certain information into the Case. Can this be done? Regards, Russell Cox
Web to Lead Forms
Can you add a Captcha to a Web to lead form and if so, how?
How to share Account, Contact between Sales Teams
I'm currently using package Standard Edition with 10 uses. I'm configured 01 CEO, 03 teams (1 Manager & 2 salesman for each team). I wonder if it is possible to config so that everyone can share Account & Contact information? Thank you. MHD
Notes field displays as continuous line, but only on lap top
When cutting and pasting text from MS Word documents into the notes field of the CRM (using Explorer at the browser) on my lap top, the text displays as one continuous line running across the page. Indeed the text runs off the page. However, when I log into the CRM from my PC, using either Explorer or Firefox, there is no problem. Any clues on how to fix this?
Contact Focused vs Account Focused
We have been using Zoho for over a year now. I personally have spent time reading forum posts and blogs from Zoho to understand this CRM better. What I have concluded is that the CRM is based on the individual contact as a focus for all the functions. What happens when that contact leaves that account you have been working to grow? Well, you can either leave the contact in the system, which leaves a big mess as more contacts come and go between all accounts. Imagine trying to send out
Workflow alert
I have set up a simple workflow alert to send out an e-mail when an Opportunity has an amount larger then 10000. The e-mail alert works great when a new opportunity is created. However when an existing opportunity is edited (amount) I do not get a new alert. I have set the workflow to alert when creating or editing.
Approve Leads process clumsey
We have had a large number of leads come into Zoho CRM using the Web-to-Lead form. When we go into Setup/Lead Settings/Approve Leads we have to click each name to review all information and confirm that the leads really looks good. Problem 1) As soon as you click the Lead Name you are taken to the Lead Details page, but you are now in the Leads module. There is no "Cancel" button or any other way to get back to the list of leads waiting for approval. Problem 2) Since you are now looking at this "unapproved"
Closing a Task List call and auto filling fields for next call
This is one of the little annoying issues that I keep hoping will get implemented. When making routine sales calls there is always a "next call" to be scheduled and other CRM have had the intuitive feature of autofilling the contact, company and type of task "Call" for you to save the minutes it takes to find and click these. I have two people using CRM every day and with 40+ calls every day we lose between 20-40 minutes of productivity every day--times 2 years and it really adds up. Can we get
Duplicates
Good afternoon, Is there a way I can review all duplicates in CRM System rather than having to use the filter feature and merge automatically? We are seeing alot of duplicate contacts and want to remove all duplicates. Thanks
Free text customized field too short
Hi, I'm trying to create an additional free text 'Description' box as a customized field in 'Tasks' in ZOHO CRM. Whenever I create one however (in both Two Column and One Column format), despite asking for the maximum 255 character limit, the text field is very short. Is there anything I can do to overcome this? Thanks Angela
Refresh page
Quite ofter I need to refresh a page. This is because we use the API a lot, and if we make changes through the API, the data on the page has changed. So if I want to refresh the page of, let's say, an account, i would press F5, or my browser's refresh button. Unfortunately, this does not work (at least in Chrome) because of Ajax. Also, there is no refresh button on the page to reload the data. So now I have to press Zoho's back-button to go back to my search results and then click the specific account
The document editor of Zoho CRM needs drastic improvement
I have been a regular user of Zoho CRM, and there is one major issue that I am observing that I feel you need to fix on an urgent basis. The document editor used in Zoho CRM that can help compose templated emails needs a lot of improvement. The following are some of the issues noticed repeatedly: - Inconsistency in fonts, size of text - Inconsistency in paragraph spacing (single spacing, double spacing, etc) - Attaching images or rich text onto the body of the email. I would really request you
Dynamic URL in CRM Formula Field
I'm trying to create a dynamic url in a formula field. Copying an example I've scene noted in multiple places, '<a href=http://www.generic.com/search/' + Site_ID + '</a>', I receive 'error: Missing quotes' message. Any idea what I'm missing?
Create Dynamic URL in Formula Field
I'm trying to create a dynamic url in a formula field. Copying an example I've scene noted in multiple places, '<a href=http://www.generic.com/search/' + Site_ID + '</a>', I receive 'error: Missing quotes' message. Any idea what I'm missing?
How do I get my leads notes to migrate into the potential notes?
I am new to Zoho and I am now using it for our company CRM. As we work with the leads and converter into potentials we want the attachments and notes to follow. How do we do this?
How to convert Lead to Account
Hi Is anyone know that, How to convert Leads to Account. I only can convert Leads to Contact in my account. Cunrently, I use 3 users free account. Should i need to upgrade to professional account ? Please advice. Thanks
Max number of notes
In Zoho CRM, is there a max number of Notes displayed for a Potential or Company or Contact? Any way to increase? Thomas Morling tmorling@thomasmorling.com
characteristics of the old free version, preserved?
I have the free version of zoho crm old (with more features than the free version new) after July 31 if I do not update, keep the features free of my own as dashboards or happen to have just the features of the new version free?
Mail Merge format Issue
Hi, I've built 2 mail merge templates, one in Word that I then imported directly into Zoho writer and one that I imported from Word into Zoho writer via a text editor (so that any Word format controls are removed). But when I send an email using either template the first 6 lines of text are missing. If I put 6 blank lines at the start of both templates in Zoho writer then all the text appears in the email, but there are 6 blank lines at the top and it looks ridiculous. What's the problem? Thanks.
Custom Lookup field to display specific account type
Is ther a way to setup a custom Look-up Field to display only specific Account types for selection. Example is: One of my Account Types is "Funding Source". I only need to select from that list.
File should not contain more than 1500 rows. ERROR Message
I'm trying to import a CSV file of leads. The CVS contains 1449 rows (including header). I select the file and click the Next button. The page thinks and then the following Popup appears: File should not contain more than 1500 rows. I am using the Free Version of CRM, however the limit has not been reached. Not sure why I can't import?
Is it possible to exclude select contacts from the Contact Name search on a Potential?
I am interested in filtering selected Contact records out of the Contact Name search in Potentials (likewise, limiting the search results in the Account Name field). We will have whole categories of Contacts who would never be the contact for a pursuit. I'd like to exclude them from the contact name search if possible. I can think of reasons to not do this but it is something we want to try. Is there a way to accomplish this in Zoho CRM?
My activities
Why is it under the view "My Activities" does it show activities that are completed?
Open ToDo within a Project
Is there any way that I can change the configuration of what is shown within the Open ToDo columns within a Project? Right now I am seeing columns that I don't want and not seeing what I do want.
Notes accounts
Hello, When i change a lead in an account the notes I already made in the lead will be connected to the contact and not to the account. Is it possible to change this? I prefer to have the notes, that i made bij the lead, in the account and not in the contact. Thanks in advance. Tinus Smit
Seriously? You can't mass log your calls?
I made 25 calls yesterday on the same topic. I have my leads/contacts list entered into Zoho. Why can't I just click on the 25 people and log the activities? Why do I have to take 30 minutes out of my day to log each call individually?
Task Sort by Date Due in Mobile App
I would like to sort the tasks by due date in the mobile app, not priority. How can this be modified. Thank you.
I can't get a Workflow Alert to work.
I'm trying to make a workflow rule that alerts me when an assigned task is overdue. This is what I've managed to make so far and it still doesn't work. Any advice would be greatly appreciated. 1. Basic Information The basic details for the rule, such as Name and Description Module: Tasks Rule Name: Remind when overdue Status: Active Description: Remind the task owner of overdue tasks. Created: Mary Dawn Carrasco, 05/03/2013 06:25:07 AM Modified: Mary Dawn Carrasco, 24/06/2013 12:35:46 PM 2. Execute
Total File Size for Templates Attachments
Dear Zoho Team I'm trying to update the attachments in some email templates I have in Zoho CRM. The current attachments in the templates are of about 5 Mb size. However, on trying to change the attachments with files of the same size, I'm getting the error "Total file(s) size should not exceed 3 Mb". How can that be??!! When the size uploaded is ALREADY more than 3 Mb, why is the application not accepting it now? I have a simple request - can we have a solution to this, rather than the standard
My Accounts screen has gotten very wide and I can not figure out how to get the info back on one screen.
We have been doing a lot of layout changes and I believe that Is the reason.
Lead nurturing
How do I create a lead nurturing campaign with predefined emails to be automatically sent out every few weeks? After the campaign is created, I want to be able to designate leads to be a part of such a campaign.
Running Macros in multiple records
I see how to Run a Macro when I am within a record, but if I want to run a Macro on multiple records at the same time I cannot find how to do that. Can someone please point me to how I can do this? Thanks, Yvonne
Why aren't all fields showing up in dropdown box when I am changing the mapping for lead to account?
Some info is lost when I am converting Leads to Accounts or that info just goes into Contacts but I need it to stay in Accounts. I tried to change the mapping of those certain fields but in the dropdown boxes, the corresponding fields are not even listed as an option for me to chose from. For example: trying to map "Skype ID" field in Leads to "Skype ID" field that I created in Accounts. I go to the dropdown box and there is nothing there for me to chose from. So when I convert the lead to an Account,
invoice template doesn't transfert the date from Contacts
Hi! I'm trying to build a invoice template in Zoho CRM and my goal is to have specific information from the Contact (customer) to appear on my invoice. But for some reasons it doesn't work. For exemple if I create a Contact and filled all the information I need and then I go create an invoice. I link the Contact in my invoice when I create it but still when I try to print it or export it, all the customer name, phone and others informations doesn't appear. I tried creating a Contacts and then
Is there a way to change some of the pre-programmed fields?
In "Leads" there is a mandatory "Last Name" field which is not editable and the "First Name" field is also not editable. I need to have just one text field that I would call "Name(s) of Contact Person(s)" because we have multiple people that we work with from each of our Leads and this would be much easier than putting their names in Contacts. I would also need this field to map to the same field in Accounts so when our Leads are converted, the full list of names would transfer over all at once.
Can I run a report based on product?
Good day everyone! I have quite a few accounts entered now, and have added products to each account. My question is....Can I run a report based on just the product? I would like to be able to create a report based on the product that the accounts have. This will allow me to "target" just those accounts with a specific product. Thanks in adavance! Seth Hampton
Adding Contact Role in "Contact and account" field
Hi, can anybody pls help I am aware that there is no "contact roles" in the contacts page. Contact role is existed only if I convert the Lead to "Account, Contact & Potential". However, from marketing's point of view, I need their role in order to determine their job nature and what kind of mkt materials they may interested. I had try to use the department as a filter, however it's open columns. Is there anything I can filter contacts into different role or department?
Get Last note for a potential into the custom List view
Hi all, I have been scratching my head over it for a while now. I want to bring the last note that has been updated for a lead or a potential into the list view as one of the columns. I believe that should be possible as notes is a data field associated with a record. Can't seem to get around it though. Please guide me.
Update contact from excel & import boolean value?
Hello! I am playing with Zoho to get to know it and I came to a problem. I imported the contacts from Excel and then I've changed some data inside, trying to update it in Zoho too, but nothing really happens - no update. What am I doing wrong? What I've done: I have let's say 10 columns in Excel and I've changed birthday date (added a corrected year) of a contact in a column 2. I've clicked on "import contacts", chose name, surname and e-mail of a person and also "column 2" (b-day column) to import.
'Closing This Month' view - want to show Open only for sales focus
I use the default 'Closing This Month' view on my Home tab, but it shows Potentials with any status whereas I just want to focus on open ones that are yet to close. I have tried to create my own version of this view, but cannot figure out how to set a Date criteria that is always 'this month'. Can this be done, please? Thanks!
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