Export to Excel for reports not working
Export to Excel for reports doesn't seem to work today. I click Export, select export to excel and nothing happens. Usually the page cycles and I get a report at the bottom of the page to open/save. Any ideas? Not working in Chrome or IE.
Who Can See This View?
When I try to dictate who can see a view, the rules are not honored by the CRM. I have tried doing it by individuals and by roles.
Categorise a report by country
With the reports, is it possible to categorise a report by country? Thank you in advance
I created a new module and am unable to create a related list for it.
Because of the nature of my business I needed to change the default "accounts" Tab into my Clients tab so I needed to create a new module for my client's accounts ( I am a financial advisor and my clients many times have more than 1 account). I am wanting to be able to see a list of the accounts when I open a client record but am unable to do so. HELP!
CRM feature request- customer portal
The customer portal on Zoho invoice is great- the same thing would be great on the CRM module. Would allow some go between, but need controls like what a customer could see on his CRM portal page, dont want any private notes to show! Greg Aanes 2109 Queen Street Bellingha WA USA
Workflow Automation Guidance Required
We need guidance on workflow automation , ideally would like to explain what we are looking for , and then if you can suggest us ways , this approach will be faster , and avoid to & fro of mails .
Add multiple 'related to' fields to an event
Hi, I want to be able to link an event to a product and an account. I only see 1 link to either of both ('related to'). Is it possible to link it to both? Can I define an extra field like this somehow? Thanks in advance! Kurt
Can I change the width of the tabs/columns in my LEAD View?
Is there any way to adjust the width of fields so that I can see all the fields in one view without scrolling left to right? I've tried the option of fit to page but it doesn't work for me. Below is an image to clarify my question:
Conversion Rates
How would I get my conversion % from Zoho if I wanted to included all my leads except for attempted to contact and Junk as well as get in a monthly break down? Any feedback would be very appreciated.
About Territories
Hi everyone, I created two territories on CRM and I would like to know something. Is it possible to create different fields in Leads/Account/Contact tab for the Territory A and others fields in Leads/Account/Contact tab for the Territory B ? The users from the Territory A and B must solely see fields from their Territory. Somebody can help me ? Damien
Signature Pictures won't show
Hi, I always had a signature picture and everything worked fine. Now I had to change the picture and it does not want to insert it. I go in the signature field and say "add picture" then it gives me the browse option and I select my picture, it uploads it and shows it in the little pre-view screen. But when I then say insert it does not react. I have tried jpeg, png and gif all in sizes between 47kb and 500kb - so they are far from the allowed size of 300MB. Please advise.
Bring other fields into a child or parent field using lookup field type
Anyone know how to get other fields to come into a record from a child or parent record? I have a lookup function in a table and I am trying to get it to bring additional information from the table with the parent record. If I choose the name of the record, for instance, I want it to bring other fields, such as address or phone number, from that record into the parent record.
Signature Footer
I try to change the footer of my signature. I had uploaded a picture before and it worked fine. Now I want to change the picture. I go to the personal settings and edit the footer. I delete the existing picture and 1. with control V add the new picture or 2. with "add picture" browse it on my PC In both cases it does upload and shows it correctly. It even tells me it has been updated but when I go out and in again it still shows the old picture.
Web Forms
Hi, We have been using your web to lead function and we have never had an issue. When a form is submitted through our website we have started receiving the following error 'enter correct code'. We have not changed anything with the form, do you know why we would have started receiving this error and what we need to fix it? Many thanks, Clare
Search Layout
In the search layout we can choose which data items to display, but is there a way to also tell which order we want the data fields displayed?
how can i link potential to a contact and not to account?
i have few contacts under same account and the potential is per contact. if i open the potential under contact and then save it, it won't appear in the contact then but only after the account. very annoying. is there a way to solve this?
my text is red underligned each time I add text in text box everywhere in Zoho CRM
Hello My language is French, and I use ZOHO Crm in french. When I add comment (anywhere in ZOHO crm : contact, account or potential), when I type my text, all the words are red underlined, as if the words were not recognized in the french dictionary. If I type english words, there is not red. Can you help me to fix that ? Didier
How can you change the Administrator (the one who created the account)
The Employee who created our ZOHO account has moved on. How do we allocate the role to another individual
Convert to potential report
How can I edit the "converted leads" report?
Recording Calls
When I am in a Lead there is a menu item on the right that says "Add a new call" but it's not there when I'm in the task. When I add a task that says, "Call customer X" I want to be able to record that call when I make it so I can run a report on it. The "Add a new call" option is not there in the task - I have to click back to the customer. Is there a way around this?
Restricting Access to sheet view
Is there any way to restrict the export of data via sheet view?
User Restrictions
Can I add a User who only has access to the copy customization feature?
Zoho CRM mobile app not working
I recently upgraded to the Professional edition of Zoho CRM but I still cannot access the mobile app features. When I try to log-in through the app it simply says: "SERVER ERROR". I tried deleting the app and re-downloading it. Can you help me get the app to work?
Restricting sheet view
Is there any way to restrict the use of sheet view?
More information in Potentials
I maintain my potentials quite well but it is missing some information that would make my life so much easier but I don't know if it already does it. When in the Potential View, the only Account Information I can display is Account Name. I like to print the potential list off and go through the list one by one while driving so what I want to be able to display in this view: 1. Account Phone Number - So I don't have to manually write their phone number next to each one when printed 2. Account Location
CRM BUG !!!! WONT LOAD ANY VIEW
I need help as soon as possible, the vies is not working in my CRM, my team cant work with out updates filter !!!
Can't add a new user.
The role name lookup doesn't work. So I have extended ouor user number, but still can't add a new user. The look-up is blocked.
Trying to associate product to a potential but unable to add expected quantites
I am Adding products to associate with a potential but cannot enter expected quantities. Need expected quantity to generate reports for products against pipeline potentials.
Print Option
In accounts, contacts, or any other module, we should be able to choose any specific account or contact, etc., using the check boxes on the left, and be able to print those chosen or checked off, only...Thanks... PAA Latest Update (December 2025): The
Many bugs in Zoho CRM : email, mobile app, field updates
Hi Following all the emails I’ve sending out and on which I got no answer…. 0. Field updates Not all the created fields are available in the drop down list of the fields updates automation. I cannot select « priorité », which is a field I created under « prospect ». Can you help ? 1. Email Integration The following link « configurez maintenant » (setup now) does not work as per screenshot https://crm.zoho.com/crm/ShowSetup.do?tab=addons&subTab=zohoApps When pushing the green button on Chrome or
Scheduled calls - data bug, reminder and calendar
Hello, There is a bug in scheduled calls. I get error that start of future call can't be set in a past ... even if I set it next day ... Also no reminders don;t work - and that is key future in scheduled calls. I would like also see that calls in a CRM calendar. I think tjat could help. Regards
How can sheet view be forced to use CRM locale?
I set Zoho CRM locale in which decimal parts of values are separated by commas (in potentials). However, when I use sheet view button, these values are displayed with decimal part separated by dots, which makes this useless for mathematical operations (these values are recognized as text). How can sheet view be forced to use CRM locale?
Idea for feature in CRM
I would love to be able to mass email all Contacts associated with a Product. I can run a report for this but I cannot create a view and thus mass email because you cannot seem to create a view based on criteria from two Modules. Thanks, Marci Tenpas
Problem with boolean values in CRM
we have some Boolean fields that appear to have something other than true or false in them. I can create a view with total records and note the total. Then I can add where the boolean field = true, note that subtotal. Then change it to false, note that subtotal. The two subtotals do not match the total. Is there an easier way to fix this other than mass update because that will involve selecting or deselecting hundreds of records? Is this a bug in the system? Thanks, Marci Tenpas
custom report criteria not working
when ever I set up a custom report filter criteria and save it the report does not give me the option to select same when running the report
# of Records
Hi, How many records can you have on the free edition? What counts as a record? and where can I find how many records I have already used? Thank you, KRB
how to recover accounts deleted by ex employee?
My client has lost data that has been deleted by a departing employee. Can this be recovered via a mirror old version? thanks wayno
Custom field populated by User list
I need to add a custom field that will be populated with the name of a Zoho user. I'd like to use the user list as the Related List, just as it is used in the Lead Owner field. Is there anyway to do this? Creating a pick list of users seems like a very backward way to do this and would mean duplicate maintenance of users when there are changes. Thanks.
Custom field populated by User list
Can I create a custom field that is populated with a list of Users? I would like to put a field (i.e. Salesperson) on the Account record and have it populated with ONLY the list of ZOHO users.
Date Format Issues
The date format was - DD-MM-YYYY Now when entering a date with this format, we get an error message saying : "Please enter a valid date". Even when selecting a date using the calendar UI of Zoho the dates selected are "invalid". This issue prevents us from working at all - we cannot add any entity... BTW yesterday, there was no issue Thanks for your help
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