profile deactivation question
If I deactivate someone's profile, what happens to all of the contacts and leads associated with that profile?
Bcc dropbox
I am using Bcc dropbox from my gmail and google apps. The email is received by Zoho CRM and I can se it from the log file that it has been recorded by Zoho CRM. The mail does however not appear in the contact record in Zoho CRM. What to do? Jorn
Closted Activities - Doesn't show under leads when the event is linked to a campaign
We have campaigns that have events. Not all Leads linked to the campaign will attend every event. I would like to look at a Lead's profile and see the events they attend for different campaigns. All events (one's linked to campaigns and others) should show up under the "Closed Activities". Now in order to see what events a person has attended in a campaign you have to go to the campaign and open every event and look at the participants for that event. To do that for 3,000+ leads for 300+ events is
Adding a new event
The window that pops up when creating a new event is small and not user friendly. It would be nice if it opened up like a new lead, contact, or campaign.
Mandatory 'Lat Name' in Opportunity
Hi, I would like to make the 'Last Name' in an opportunity NOT MANDATORY. It lets me click First Name but for some reason the last name is phased out so I can't click on it. I have inserted a look up field for 'account' & 'contact' so this will show the name of the person who the opportunity relates too. Any help would be fab. Many Thanks,, Kylie p.s I am not trialing I am currently using the professional version.
how do i make a field not mandatory
how do i make a field not mandatory. The click button is phased out so it wont let me click.
How to cancel suscription?
Greetings, as I cancel the subscription?
Tasks and Events not registering
When I create a task or even for either a lead or a contact, it does not register with that lead or contact. I can see the task/event under the activity screen, but when I click on it, its not assigned to any lead/contact. Also inside the lead and/or contact, the task/event just created does not show in "Open Activities" Thank you
setup auto responder
Someone please help with setting up auto responders. We have a pro account. I've read both https://www.zoho.com/crm/help/miscellaneous/set-up-autoresponders.html and https://www.zoho.com/crm/help/miscellaneous/autoresponder-scenario.html I've created
Can i create a report based on task completion
Hello, Can i create reports related to tasks completed by sales department. Thanks
Adding columns to Tasks List and Activities Report
I'm new to Zoho CRM and my problem concerns the Activites list and the 'Tasks and Events' Report. It's actually the same problem for both these. The records returned do not contain any indication of which company or which person the Task refers to. If I create the Lead 'Joe Bloggs' with a company name of 'ABC Ltd' and an associated Task 'Follow-up Call' then I expect that particular Task to be displayed in the Activities Report and the Tasks list with both the company name and the Lead name showing.
searching/monitoring fields for changes
I would like to hire a prospector to call all of my contacts and collect information. emails, names, etc. I would like to be able to see the changes that were made to the records they contact. How would I go about this?
Account Type
Hi, We are a beginers in Zoho CRM. we see that we can classify some accounts as prospects, clients, etc. But we need to create some kinds of prospects, for instance, Prospects-1, Prospects-2 and so on. So the questions are: 1) How can we create others types of Account? 2) How can we include one column of Type of Account in the main window (accounts) 3) How can we search by Type of Account? Thank you very much. Aparecido
Invited Events - Delete from Lead
When you look at a Lead's profile, under "Invited Events" - It lists the events linked to that Lead. It gives the option to edit the event or to delete the event. This should be remove, not delete. When you click on delete it deletes the whole event! Events have been accidentally deleted due to this. We would like an option from the Lead profile to remove them from the event.
Looking for a way to display User Defined fields in another language.
I know you can change the base language of the app and that is great, but it does not address user defined fields. Is there a way to map a second language for these fields?
Leads to potential
How do I transfer all leads to potentials in one go?
Alert Notification
How do you turn off the "alert notification" at the top of the screen? It's very annoying.
Spanish Translation is bad
Hi, I have problems with translation to spanish, it changes my information in leads and contacts. I don't want translation, how do I change or quit this? I don't know what I changed in my configuration. Thanks Alfredo
Create Customized reports
I want to create a report with certain KPIs. Need help
How do I set up Document Library? It is not showing as an option, even in set up.
We would very much like to use the document library feature with Zoho but it is not showing up as an option. How do we activate this feature and begin to use it?
Unnecessary and unwanted change to the description box cursor placement!
So you changed it from the cursor automatically being placed at the top of the Description field to the bottom. The way we record changes to this was based on the way the cursor used to act i.e. we update from the top. Now we have to scroll to the top, past years of notes, every time we make a change (which for me is probably every 5minutes). It sounds like a small thing but it's very annoying! Why change what was working fine! Please revert?
Using Zoho for mailings
I am new to zoho so perhaps some experience users can tell me how they use Zoho for mailings. We have all sorts of mailing list in excel. I would like to import these mailing list into ZOHO so that my sales team can begin to work and qualify these leads. Is there a way to note in Zoho every time that a mailing is done and when it was done? I would of course like to do the update all at once.
Adding notes
Why has adding notes within an account or contact gone from a simple one click operation to a two click ?
Notes for this Lead
Major ANNOYANCE!!! When entering data into the "Notes for this Lead/Contact," the cursor is visible, but when beginning to type, the cursor is no longer active. A second click, in the same location, is required to enter data
Lead Groups or Lead Folders
I am using Zoho Crm to help manage clients or "callers" in my business. I have my lead form set up with one of the first Fields being a drop down box, ready for clicking what category of callers I am on the phone with. For example: ______________________________ A: Sales |<-------------- B: Technical | C: Customer Service | ______________________________| Is there a way to set Zoho Crm up
"The Chicken or the Egg" - Zoho or Outlook first?
I am starting from scratch moving from an unproductive paper calendar based CRM. I originally intended to work from Office for Mac 2011 and Outlook. I ran into a friend who uses Zoho for his marketing. I am building my electronic contact list and needing to focus on the sales & management process while doing so (got to make a living while doing this), which should I focus on first, Outlook or Zoho? And maybe a practical how to suggestion too... Thanks
Integrate "only our outgoing" phone calls to Zoho-CRM.
Hi we're working with a swiss VoIP-Provider (www.e-fon.ch) and got Snom320 phones. Our System we're working with is OSX.10.9 and the Browser is Google Chrome-Version 38.0.2125.101. So, now we're need to integrate "only our outgoing" phone calls to Zoho-CRM. How could we do that? Thanks you in advance for your assistance. Best regards Toby
Amount in INR
I want to change the value/amount in INR from $ under potential. Please guide.
PRODUCT CODE
HELLO I STARTED A WEEK AGO WITH ZOHO AND IAWAS DOING FINE CHEKING ALL THE FEAURES. I WAS CREATING A NEW PRODUCT AND THE PRODUCT CODE FIELD IS IN GREY AND DOES NOT LET ME INPUT ANY DATA. IT LOOKS BLOCKED . I AM THE ADMINISTRATOR SO HOW CAN A FIELD BE BLOCKED. I HAVE O IDA ON HOW TO PROCEED PLEASE HELP. THANKS GABRIEL
Unable to get into the Projects module
Hello Zoho Forums, I'm trying to get into the Projects section of our Zoho account and I am unable to (error message at bottom of post). From a Permissions Standpoint I am an Administrator. As roles, I am a "Manager" which is one step under the CEO (we have one person in our company as the CEO). Looking through all the settings, all Administrators should have access. The only person in our company able to access the Projects however is the CEO (who is also an Administrator). Can someone help
Has anyone used Zoho CRM to run telemarketing campaigns? Particularly interested in how you track call-backs?
Particularly interested in how you track call-backs?
Both Sales and Purchase Orders gather the same Producto "price"
While working on the Sales and Purchase Orders, I found out that both gather the Product "price" from the same Price field in the Product information page. There should be Cost and Sale Price fields in the Product information page and the Sales Order should gather the Sale Price information and the Purchase Orders should gather the Cost information of the Product. Please revise.
How do I send e-mail to Zoho CRM contacts using different "From" email addresses?
I would like to use different e-mail addresses to contact various groups of people. How do I change e-mail addresses, so my Zoho contacts will see different e-mail addresses, based upon certain demographics that I choose?
Does Zoho CRM supports Many-to-Many relations?
Hello All My customer is using Accounts module and one custom module Franchise Contacts . Is it possible to add multiple Accounts under one Franchise Contact ? AND Is it possible to add multiple Franchise Contacts under one Account? I will appreciate your quick response. Cheers,
Cloning Views across all users.
I am the administrator for Zoho and have created custom layout/columns views for modules, such as leads, accounts....I would like all my employees/users to see/use the same view, how do I make sure my custom view is cloned and available to all the users in my organization?
Emailing from an account in Zoho
Unlike the leads modules, after converting the lead into an account, how do I get their notes to be tranferred over to the accounts module? How do i also send emails, using email templates, from the accounts module? (I'd like to log their emails and notes)
Exact time of comment creation dissapeared
Hello, we were used to exact time of comment were added to Lead, Contact or Account. After recent updates we see only day and month. Is it possible to turn it on again as it was. Because it is important for us to know, when comment was added to system. Thank you in advance, Ivan
Change View in "Open Leads"
I would like to add an additional column of data in the "open leads" view. How do I do this?
Open Leads - Change View - Add Fields
I saw a post for this from two years ago. I'm trying to show a lead's job title when viewing the list of open leads. Currently... Lead Name - Company - Phone - Email John Smith ABC Co. 00-000 aaa@aaa.com --------------- How can I add "Title" to this list of columns?
Conditional Phone Number
I have a lead who has a phone number, specifically the main number to his office. On my "open leads" this number is shown. But, when I get a better number for him (like his personal cell) it will still show the less important number. Is there a way for to, on my "open leads" view to show the "best number" which is derived from the list of all phone numbers I have for the lead? Cases BestNumber: Only one number : BestNumber = that number. Phone & Mobile
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