Import skipping records
Hi all. Zoho is suddenly skipping many records that I am importing, despite the mandatory fields having values. I have not changed any of my import setting... this just started in the middle of doing an import. Paul
Logging Skype calls
I am able to start a Skype call from within Zoho CRM, and make my call. However, even though I started the call from the contact page, the call is not logged. Is this a feature that is available, or am I doing something wrong?
Import Leads doesnt work
Im trying to import from an .xls sheet.... every field is filled in yet the import misses some records telling my key fields are empty. No fields are empty. Ive tried everything. If I cant import lead how can I use the system? Anyone else have any ideas? THX
Cannot Access Reports
I'm the Admin but I cannot access any reports. How is that even possible?
how to change the number of contacts in a campaign 100 per page rather than 10?
here is the screenshot and i have pointed it on red color circle.
How can I see if a contact or lead has opened an email sent from zoho mail?
I could do this in Salesforce and it was very useful for 2 reasons: You can see if the email was possibly stopped by spam filters or You could see if they read the email and did not wish to proceed Mark
How to rename Tabs a second time???
Hi, I am trying to customize my implementation and have been struggling with changing the names of the tabs. I have tried several different terms for "Leads" "Prospects", but I can't seem to change the name back to something I have tried before. (If I try this I get an error message that the proposed new tab name is a "duplicate" tab name, even if it is something I had tried before but am not using now. Is there any way to fix this or work around it?
Graphs
Hi, I've had a problem for the past couple of weeks where I can't see my graphs, can you help me? I checked the reports and there's no problem there,
Rewards Tracking
We use Zoho as our tracking on our contacts and wanted to start a rewards type program to offer contacts incentives when using our services more than x number of times. Does Zoho have any tracking that can accommodate this? We would like to know when a user has attended X number of classes or reward based on loyalty etc...
import contacts
hi we'll be importing our contacts from goldmine crm since in zoho we need to import accounts and contacts separatley... how is it mapping contacts with accounts? is it just using the same 'account id' when importing? what about importing tasks, etc... and maping them with its accounts? thanks a lot
Link format
Hi Want to know how to build a link to a lead or potential. We want to be able to provide a link to a potential when automation sends a notification email on generation of a new potential. The link should open the new potential
Invoice Template
Hi. How do I adjust the layout of an invoice template or any other template in the editor. I can change fields, text etc but cannot se how to move the vertical delimiters of the table that sits behind the report. Thanks
Sort a view by last name
I am trying to edit my view for leads so that it organizes it alphabetically by last name. All I can get it to do is sort it by first name.
Mail List under contacts
Is there a way to see both CRM sent mail and mailbox mail in one list under each contact? Like an 'All Mail' selection? Switching between the two is very cumbersome.
Workflow Rule Execution Based On Status Change
Hi I have seen some information on this, but still am confused about it. I want to have workflow rules that send email alerts if the status of, say a Sales Order, gets changed. So for instance in the Sales Orders, there is a status field to which I have added some custom statuses. When the Sales Order gets changed to "my custom status 1", I want to fire off an e-mail to my accounting department. It seems that when I go to create a rule it will only allow me to execute on Create or Edit (of a Sales
create a report on follow up times
I would like to have a report that shows how often my sales reps are following up leads. Preferably in the dashboard. I can set up a report that shows the total number of touches to a potential, but gives no indication of timing. Is this even possible?
Hide standard fields?
A lot of fields what appear in Zoho CRM aren't useful for users.Hide standard fields in Zoho Crm, is it possible? and if it's possible, how?
How to add event invite into calendar?
Hello, I might be missing something but when someone sends me an invite through the CRM I do not see how can I add the that event into my own calendar within the CRM. Do I have to type in again all the data into my calendar in order to add it? I'm sure it's easier than that, but I do not see how to do it... any suggestions? Thanks in advanced.
Create Projects from CRM
Hi, I have posted this issue before. I have tried creating projects from Zoho CRM without success, and have cleared cookies etc. Please help
Follow multiple Potentials
Is there a way to follow multiple potentials (or contacts), instead of having to open each one and selecting the "follow" button? I'm thinking like a "mass follow". Cheers.
Database backup - Create macro to auto export all data into excel
Hi, I am looking for a solution to automatically backup my database on a regular basis. My line of thinking was to build a macro, that logs into the Zoho CRM then performs the function and emails the CSV file to my email. Is this possible? Would anyone be able to build this macro for a fee? Are there any other solutions to regularly backing up our database locally? Thanks in advance, John
Change the email address associated with my Zoho account
I have just signed up for Zoho and am learning the ropes. Can I change the email address I signed up with/associated with my Zoho account now or at a later date? Please advise. Thank you. Sally
I cannot add a 3rd user in the FREE Edition
I am trying to add a 3rd user, I understand the Roles and Permissions etc... but each time I try to add this third user it says I have reached my limit and will need to purchase the full edition? I go to the Setup panel and it says I only have 2 active users?
Collaborating Reports
Hello, I am wondering if you can collaborate reports so that on a weekly basis you can see your - Current leads - Current potentials - Lost potentials - Converted leads - Potentials open for 14+ with no further action & who owns them All on one report rather than 5 separate reports? Thank you
Need to copy email address from Contact into Account
Hello, I hope someone can help! I need to copy all the email addresses I have related to Contacts, over to their related Accounts (so the email is attached to the Account, not just the Accounts Contact.. Is there an easy way to do this? Thanks Jo
templates
How can i replace the quotes default template? Cheers
Importing Leads
I can't import leads from a Excel spreadsheet or csv file. Everything maps, I don't get any errors. I says the records are added but it doesn't actually add the records. I've tried a spreadsheet at least 10 times and converted to csv and tried that, no luck. I even tried using a few records from a spreadsheet that I have previously imported and it still doesn't work. It's 512 records so no size limitation. I need help! Please advise. Thanks Bryan
Zoho Docs not attaching
I'm the owner of the task and the owner of the zoho document. If I try to attach a zoho doc that I'm also an owner of to a specific task it won't attach.
Date and time formatting Question
HI Team: Problem: The date from an external data base is formatted YYYY-MM-DD HH:MM:SS and to import as a field update into Zoho it needs to be MM-DD-YYYY HH:MM:SS. I have used excel to delimited the Date from the Time Stamp and reversed date format to MM-DD-YYYY (as needed), but when I attempt to concatenate the Date and Time Stamp back together I get the "Text" Format and unable to convert back to Date/Time Format. Thank you, Sara
Is it possible to add one note to more than one account in one action?
Hi, Is it possible to add one note to more than one account? Eg once a month I send out statements. There were 35 this month. I would like to be able to update those particular 35 accounts to show they have been sent a statement. Is there a way of choosing the 35 accounts and inputting a note in to each but as one action? Many thanks
Help Writing a Forumla
I need help writing a simple formula. It needs to be a currency field that is derived from 2 fields (Both of which are currencies) The formula would read (ARV *.65) - (Estimated Repairs) "ARV" and "Estimated Repairs" are the names of my custom fields. Ive attached a screen shot to show you the fields in my CRM. I hope you can help. Im such a neophyte when it comes to this!! Thanks so much
do you know if i can turn contact into an account?
i'm trying to but do not see this option.
How can I make a field available for a report?
I am looking to add the 'Contact Name' field to a 'Report' but it does not show up on the list of available fields. Any suggestions for how to deal with this? Thanks.
Alphabetical Choices (A-Z)
In the Accounts and Contact window the alphabetical choices (A-Z) are at the bottom of the list causing the user to have to scroll down before accessing this search option. Since I use that option consistently, it would handy to have the alphabetical choices (A-Z) at the top of the page.
How can I downgrade contacts to a defunct category without deleting them?
Hey everyone~ I was just wondering if there is a way to downgrade contacts to another category once they are no longer pertinent so that I retain their information but do not have them cluttering my list of active contacts. So far, I have just been copying the person's name and contact info onto an outside spreadsheet and then deleting the person from the CRM. It seems there must be a better way to manage this process. Can anyone help me?
Upload leads - immediate error message
Hi I have 160 leads in CVS format I wish to upload. I cannot even select the file. Can you help? This is what happens: I got to - Import leads > Browse It opens a file menu - Windows (C) - windows - sytem32 As soon as that opens, an error message comes up - "c:\users\Arlo\desktop is not acccesible - the directory name is invalid" I tried to click through it 'ok'. The error message disappears, the file menu stays open. I try to go into the correct location to find my CSV file - it shows nothing,
How long to rollbacks take?
I've initiated a rollback on some imported data from a few days ago. There are 473 records (contacts) imported that I'm rolling back. The status reads "Rollback in Progress" and has for the past 15 minutes. Is the rollback process time consuming? How long should I expect the process to take? Screenshot attached. Thanks in advance. -Sarah
BCC Dropbox is not working
I have sent a few tests, and am not getting a new lead created.
dates not sorting properly
I double checked to make sure the fields are formatted as date field and they are, but whether I choose ASC or DSC, the order is incorrect. Please assist.
Anyone use Carmel CRM Sales Call Logger Android App?
Stumbled across this app for Android that is supposed to work with Zoho CRM to log mobile calls. Anyone have any experience with this? My boss would probably want to use it if they had a Blackberry version. http://carmelcrmsaleslogger.com/
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