Restrict Users Ability to Export Data
I need to completely cut off all of our standard-level users' ability to export anything from our CRM database, in any format. How can I limit that ability? Thank you
make events and other data entered by CEO visable to all users
Please advise: Which settings do I need to change so that any data (including events) that are created by the CEO is visible to all other roles? Specifically, I want events created by CEO to be visible on the calender for users in roles below CEO.. Thanks!
I have not heard back...please help immediately
I have opened two tickets via email and have heard nothing back please help immediately Zoho CRM Using Zoho CRM dslavin Notes disappeared from the system due to your Zoho updates and I have still not heard a response in Zoho CRM • Using Zoho CRM • 6 days ago Notes have disappeared from the system due to your Zoho updates and I have still not heard a response. Please help as this is crazy and surely you cannot run a business this way. I have spent over an hour on the phone with you and emailed
Leads
How can I make all leads viewable by all users?
Zoho and Skype
With my Windows 8 computer, when I try to have ZOHO dial a call through Skype, it doesn't work and I get a message that says 0xc0000018. I can dial through on a different computer using Windows 7. What should I do to make the Win 8 machine work?
Identifying a name as a Raw Contact to call, not yet a qualified lead
Hello, i'm loading up the system with names that I will want to contact and see what interest they have. As such, these names are NOT leads. They are simply contacts until they show some type of interest. How do I identify the individuals as raw contacts to get in touch with, and how do I run a report for them? It seems the reports are all for Leads. Finally, it looks like Zoho tracks the sales process nicely. How do raw contacts fit into the Zoho sales process? Thanks, Stu
Join to two tables.
Please can someone help me. I need to join two tables Accounts and Contacts. I need a report: Account Contact Notes Date last modified. Thanks Gary Segal
Is there anyway to view a REPORT that shows ALL LEADS EVER CREATED? (Even the ones that were converted to potential).
Is there anyway to view a REPORT that shows ALL LEADS EVER CREATED? (Even the ones that were converted to potential).
All my closed activities have disappeared from the accounts
All my closed activities history have disappeared from the accounts on which they were posted
Grant access to Potentials for non Administrative users.
I have a profile set up for Standard users so they can update and view Potentials. However, when a standard user logs in they cannot see the list. How can i grant them access? Thanks
BEWARE 3rd Party Plugin for WordPress -- Someone Hacked My Site
I am posting this as a warning to others. Yesterday, we installed a plugin on our wordpress site to create a form and capture leads. Within 1/2 hour, someone had hacked into our WordPress Site, had changed my google password, and was trying to access my google account. This is the plugin we used: https://wordpress.org/plugins/wp-zoho-crm/ Here is a screenshot (continued below) I contacted Smackcoders. Even though this plugin was updated 1 month ago -- in September 2014 -- they said it was out of
Is it possible to revert back the leads to particular user?
Is it possible to revert back the leads to particular user? we have assigned the leads of several lead owners to one lead owner.Can we undo that? Please suggest the solution. Thanks.
setup
hi, I was senting my question of zoho suppot, unfortunatelly with no resolve I use free version and I can't personalize the system without this piece can anybody give me the ansewr what to do but I'dont need answer like "you must buy full version" - this is not true probably this is an error in system but I wanna know solution Zoe
How do you export contacts by Account Status?
I want to export all of my contacts with a certain Account Status. How do I do this?
Interested in upgrading to the New Standard version of CRM
Hello, I have the old "pro" version of CRM for $12/mth... if I upgrade to the new "Standard" version of CRM for $12/mth, will I still have all the same features, but more? Should I do this or not? I don't want to upgrade and then discover that I have less features then what I had on the old system. Please advise?
Users
Hi, We are a small business and I am wondering if we can have different users on different plans based on their needs within the organization?
CRM Dashboard Y Axis Question
I'm using the Professional edition. Is there anyway for the report chart not to pick Y Axis as Record Count, I'd rather use Account Name and Amount for X Axis and Y Axis, is this possible?
Problem with opening attached files
I wanted to report a problem that has started a couple of weeks ago and hast been solved I use CRM in in language setup-Hebrew lately when I attach files to records I cannot open them unless I change the language setup to Hebrew. In the past such bugs were solved quickly but now the problem has been unsolved for weeks. Gilad
iPhone CRM App interface
Just started playing with the iPhone app and was instantly disappointed. Entering lead information: Every time I click on a text box it animates over to a different screen for data entry, and then I need to click "done" and then select the next box. This seems like it was done for the sake of making it look interesting, but it makes it makes the app extremely impractical for use. The screen should stay the same. You should automatically jump to the next text box after entering data. I love that
Remove Zoho ID from scheduled reports
Hello How can I remove the Zoho ID from all scheduled reports? This ID number is particularly long and limits what can be seen without scrolling, and has no relevance to our data. Thanks
Astromenda Trojan Sites
WARNING: Zoho Mgmt & Users need to be aware that there is a web site appearing to look like a Zoho support site and offering "Zoho icon" and graphics. The site will ask to download Zoho icon/graphic, then you get MALWARE and it inserts trojan code to permanently send you to "Astromenda", a notorious malware disseminator and pop up thing. You will lose access and full use of the internet. More malware then gets in, in a matter of minutes and takes over Explorer, Google and effects Zoho with pop
Printing Zoho CRM Price Books
I have multiple Price Boooks setup in Zoho CRM and I need to be able to Print and/or export them so I can easily communicate them to our sales partners. I can't find anywhere to print the entire list of products for a specific Price Book listing the part numbers and pricing.
rtl template for a quote
Hi, How can I find an rtl template for a quote?
Export to PDF
I can no longer export to PDF, the mouse just hovers over the option, but I can't select it. This worked just a few days ago, and I can open PDFs from other programs just fine. I need access to this asap.
Date format handling when Exported to Excel
Hi, Do you have the issue of handling Date in Excel when you export your data? if you have Lead Creation time in one column and Activity Time in another column, how do you calculate the difference between these two in terms of minutes? =month() function gives me day as output =day() function gives me month as output so 12/10/2014 will give output as 12 for month and 10 for day These function stop working when date crosses 12th as there is no 13th month. Zoho support does not know how to handle this,
Comments no longer show time?
Hi there, Comments used to show the time of entry, but don't seem to any more. Is there any way I can see the time in addition to just the date of the comment entry? Thank you.
Unable to send email from CRM
I am unable to send emails and here is the message that I am getting everytime I try to send one Error while processing the request! Unable to send message;Reason:530 5.7.0 Must issue a STARTTLS command first. a12sm9050704pdm.64 - gsmtp Help!
Cannot create any longer pdf files from CRM
Hi, I'm experiencing problems in exporting invoices in PDF from Zoho CRM as of today (Oct 17 2014). It simply do not create anything and the error message tells me to contact support. Any idea when it will be fixed? Best Regards, Marco
Web form return URL problem
Dear Zoho How do I get my Zoho web form to return to my website’s thank you page? My form is here www.hardmarque.com after clicking the GET MY TRIAL button. When users click submit they get taken to this site http://www.fedbneicamp.net.au/ which has nothing to do with me. I want them to go here http://www.hardmarque.com/index.php?q=download-evolve-2014.html Thanks Nick
Lead keyword tracking (from Adwords via web-to-lead form)
We recently moved from Salesforce and this is one of the features we really miss. Is this something Zoho are working on?
What Formula Functions can be used with Pick List fields?
What Formula Functions can be used with Pick List fields?
Reminder date not matching event date
I am trying to use of events and reminders in Zoho, rather than relying on Outlook. It is annoying that the date and time have to be set twice, once for the event and then again for the reminder. Can the reminder date/time be set to defaulttot the entries made for the event?
Re-activating a user
I am trying to re-activate a user who was set up long ago, but he never properly activated the account. Now all of his old email has been deleted so we cant find the original password. But when I try to create new using his email it says 'that email is already in use'. How can I re-send an activation email to a user so he can create a new password and login?
Document Library in Zoho CRM
Brochures, PDF docs, invoices, comparison docs, guides, presentations, templates, and forms. They are just some of the documents that you would use frequently in your business. But lets just say, you attach one such file to ten contacts in Zoho CRM, how much storage space will be occupied? What if the file you have is not the latest version? What if you want to share the file with other users? We have got a simple solution to all this is our new feature - Document Library, a Documents tab in Zoho
Using gmail w/ SideKick not getting back into ZOHO CRM
So, it's a unique issue, but one most sales organization would needs addressed. We do a lot of outbound work and this includes using Zoho's mail editor in CRM to send follow-up messages. So, I can call, leave a message and then send an email and this outbound message logs in both my Zmail and Gmail outbound. This is good! Issue being is that when the client replies (I have tested this with a personal account), the email does not make it back into the CRM where I would be notified of an inbound message.
Upgrade
I have just paid to upgrade my account to standard. So why can't i add more custom fields in the accounts module?
Custom module "add" for related lists
Our business has two types of products that are currently in the same module. I am interested in transferring all of one of those types of products to a different module so that each module can contain only the fields that relate to that type of product. So I would be splitting "Products" into "Devices" and "Phone Services" This part I can manage. What I need help with is how I can have both of these modules interact with our "Members" module so that we can "add" multiple "Devices" or "Phone Services"
Old Professional vs New Standard for $12/mth
Hi guys... Im currently using the Old professional version for $12/mth... its working fine for me... but should I migrate over to the new Standard for $12/mth? Will that get me more features and value? Please advise?
Error Inviting someone to Join Zoho CRM
When I invited someone to try Zoho CRM with me it pushed back a message to my associate stating "Sorry, we are unable to complete your request! Reason : You might be using the old invitation URL. Please try the latest URL" Can someone please advise?
Activities Module - leads contacts
In the activities module - why don't in Leads-contacts drop off the list when completed? This makes it very very difficult to manage.
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