Using documents in CRM in an email template in CRM
Hi, I don't seem to be able to use documents or images saved in the Documents tab in CRM, when I'm setting up an email template in CRM. I would have thought this would be possible as this is where organisations would store generic company documents/images so that all users can access. Regards Patrick
How to trigger a workflow 5 days before a date-field ?
Hi, I need to trigger my workflow 5 days before a particular date-field value. However, the trigger options don't have this option. The best I can find is to trigger it 1 day before the particular date-field value. Please advise what or how I can do this ? Thanks.
Missing Data in Zoho CRM report
In Zoho CRM, there is the "Reports" module. I created a reported for Accounts (related to Contacts). - This report will link up Accounts and Contacts information - I selected all the columns from Accounts and Contacts module for the report However, the report is buggy with missing data - The "email" and "secondary email" values from the "Contacts" are always missing/blank in the report even though there are data/values. If I create a report for just Contacts (do not link up with any other modules)
Descriptions are Printing 2x in Event
Hello.... The following fields are being printed 2x now on our events, and we cannot find a way to change it in the Setup. -Title -Location -Date -Description -Host -Contact Can you please assist?
Losing ability to scroll in Zoho after creating a new event
For some reason when we create a new event in Zoho CRM... it freezes and then we loose the ability to scroll. Any thoughts on that?
Edit/Change Custom Fields Lookup Type so i can preserve my data
I need to add a new lookup field, but i've reached my max. I can't delete the existing fields that are set as lookup type because i will lose all my data. Is there any way to change the file type of one of my lookpup fields so it free's up a custom field and it saves my data? Please help!
Mobile app premission
Hi, What should I do to change the status on the Zoho iPhone app so i can write things? At the moment its says I can "read only" ? Thanks, Niv
create quote and format pricelist
hi, i have a long pricelist which i cant separate into separate pieces as the products and prices are just listed one after another. i want to separate them with lines, but as this is not a table i have no idea how i can handle that. i have roughly 30 products which must be somehow underlined. who knows how to do that? thank you so much constantin
excel totals
Can someone please advise why it is not possible to add the values in a column in excel! I can't be the only one getting fed up with needing to manually type every number down the column in order to be able to perform basic excel functions. It's a crazy waste of time and prone to mistakes. Plus I live in the UK thus the $ is wrong anyway I have asked about this (as have any others based on the forums) for over a year and have been advised it was being looked into - does anyone have any information?
Notification of invite
I set up a meeting invite in CRM and they sycn'd the meeting with outlook where I added the participants emails. All four responded but I am now getting a whole load of notification emails from one participant that he has accepted. I can't see any way of turning this notification off. The invite was sent yesterday and so far I count 20 acceptance notifications in my inbox from the same contact. Can you help?
invite notification
I am getting acceptance notification spam generated by CRM from an invite I sent out yesterday. 4 attendees responded and from 3 attendees I got one notification, from the fourth I have so far had 20+ notifications. I can't see how to stop this carrying on, can you help - your colleagues in chat weren't much help
Run Macro in Custom Modules and More!
Here are a few minor enhancements that will make using Zoho CRM easier for you. To begin with, we have a couple of features that are now supported in custom modules. You can now run macros for selected records from the List View of your custom module. Besides this, you can also send mails to selected contacts from the List View. Macros are a huge timesaving feature. If you have a set of actions to do repeatedly for a bunch of records, you can save time by just running a macro instead of manually
Double ownership
Hello all, In our company all the external sales people have an internal sales person as a back-up/teammember. So for every account there are, in reality, TWO owners. Both of these should be defined at the level of account module. I would have solved this by creating a lookup field searching for "users", but this does not exist. Does anyone have another solution (other than creating a picklist with all usernames)? Thank you! Grts, Shanti
Transferring address details when converting leads
When converting a lead to an account and contact does anyone else find the address detail disappear ? That once they are saved in Leads and the lead is converted they do not show up in the other field.
Sharing Calendars
Hi, I am wanting to find out how we can see each others calendars so as to make sure we don't double book. Thanks in advance Nigel
How do I handle two separate customer groups ?
Hello, I have recently started a second line of business and this now raises the question how to distinguish the two different contact groups. So far, the second contact group is filed as "leads", but this is not sustainable. If I put both contact groups into "contacts", I will not be able to distinguish the two lines of business and cannot send targeted email campaigns to one group. Should I open a second Zoho account for the new business line or is there a smart way to deal with this within one
Mass e mail address change
please can some one tell me where to go to reset the e mail address for mass e mails it was set up long time back, and now i need to assign a new e mail address.
Dear, is it possible to download our past ZOHO invoices somewhere?
The past invoices came in our spam fodler and were accidentally deleted. Can they be downloaded (again?) And if yes, where? Thanks!
if it exist a specific way to search a company in zoho ?
Hello I have just a question, i would like to know if it exist a specific way to search a company in zoho. To explain : we have a society named "but" and we can't find it with the zoho research system. We would like to know if it's because of inadequate number of letters or just because of a trouble ? is it possible to configure something ?
Twitter link not working in Zoho CRM
I click to try and find/link a Twitter profile to a profile in Zoho CRM. It loads, but does not pull up any results/options. - David
Related To in Tasks defaulting to Vendors
The default lookup for the 'Related To' field in 'New Task' is defaulting to 'Vendors'. Previously this defaulted to 'Accounts' and this is our preferred option. Not understanding why the change took place. Any suggestions on how to restore this default?
Mass updating a contact's "Account"
Hi, I see there is a way to mass update almost everything except "Account name." I am using the CRM version and Campaign to manage communications between groups of my contacts. I want to be able to move people around between accounts on a regular basis. Is there an easy way of doing this? Thanks in advance!
One report Clients and leads together
Hello, I hope any one can help me. We are normaly working with leads, but recently also with clients. I have a field that says 'newsletter yes/no'. I want to make a report from both leads and clients to get e-mail addresses from them. I can't find where to put them together in one report. Hope somebody can help me. Greetings Karin
Live Support
One Reason why we decided for Zoho, was the Live Chat Support wich was available when we tested it. Now we purchased and the Live Support is gone. This is very poor. I did not find any word about the fact that Live Support is only available durning the Pre-Sales Testing.
Email customers by Product usage
We have a number of (software) Products and we add these to each customer account as they buy to keep the record accurate. Sometimes we have offers or upgrades and so we want to be able to create a list of customers who have a particular product and then mail them. But Product is not in the criteria list for Campaigns or mass emails, it appears, so how do we do this?
Funnel or Pipeline from lead to sale
I want to be able to track my pipeline or funnel with a conversion rate from Lead to a closed sale (including the different stages of the contact or potential). I can't find a way to group leads and contacts (or potentials) so that I can visualize a report with this pipeline. It seems I have to have a report for leads and a separate one for contacts. Is there anyway to consolidate a funnel or report throughout the whole sales cycle? Basically I would like to see: Leads Potential Stage 1
WEB Form - Field list
I am creating a custom web form, I don't want to have "first name" as a field, but doesn't let me delete it...? Tks!
Syntax for subtracting hours from a datetime field
I'd like to build a formula that populates a Date/Time 4 hours earlier than a Date Time Field. Example: Door Time: August 25, 2014, 6pm Custom Formula (Load In Time) = August 25, 2014, 2pm Thanks!
Zoho CRM has become bery slow even freezing the browser window while calling up menu functions
Very bad when trying to customize a report that almost certainly freezes the window. We are using Chrome and Firefox in most recent versions and both seems to have the same result. Other online apps such as GMail are not affected so Internet is not the issue. Can you please review and help this out. This issue is dragging on for weeks and exhausting us by the day. Many thanks! .silvio
Identifying Existing Account from a New CSV list
I typically work with small lists that I copy and paste account name into search to see if it exists already in our ZOHO crm before I choose which ones to mass import. My problem now is that I just received a large list of prospects. Is there a way to have crm do a mass search to let me know which companies already exist in our CRM? Should I break it into group of say 100 to import and choose "skip" when importing? If I choose "skip" option when importing, will crm provide me with a list of which
Potential Amount Field Driven by Quote Total(s)
Is it possible to have the Potential Amount Field driven by the total amount (of all products less discounts) associated with a Quote? Any help would be greatly appreciated...
Export in other than iso 8859 1
Hi Zoho team, Please kindly build an option where we can choose what kind of export we want for our Leads/Accounts. iso 8859 1 is a very old charset. If you could use UTF-8 (UTF-16) it would save us all alot. We have to move our data between our ERP and sometimes in the description of the lead there is a comma found and messes up all our customer tables. With best regards Tomi
Custom fields in all modules
I have used CRM for a while in the UK and have created a very useful database, however I created some custom address fields in the Accounts module, namely Address 1, Address 2, Town and Post Code. The Americanisation of the standard address fields within Zoho CRM are not suitable for the UK, that is why these fields were created, and the original data was imported with the correct fields, as I want them. I want to display these fields in the Contacts and invoice modules, in fact any module where
Improved Notes / Collaboration / Notification System
We are currently trialling Zoho and are quite impressed with how feature rich it is. We're not entirely sure about the user interface design in a lot of places and would like to see some improvements if possible but we think we may be committing to a subscription soon regardless. We use Teamwork.com for our Project Management which is very, very slick and intuitive and we think that you should take a look at how slick some of the features are on this platform for some inspiration. We are slightly
Connecting events/tasks/notes in one central location
I also am a new user, and can't figure out how to connect an event with a contact. The event was created first and we have now added the new contact. We seem to have issues with connecting notes/tasks in one area (account, contact) with the main account.
Change the columns order in search results
I would like to ask you if there is any way to change the order of columns in Search matching Contacts. I would like to have Full Name first and then the other fields.
Potentials appearing more than once in custom reports
Hi, I created some custom reports to look at potentials by stage, and project owner. However in the report, some of the potentials appear twice, or even three times. Has anyone else encountered this? Thanks,
Real-time support?
Is there no real-time support for Zoho CRM? Is there someplace to go to do an online chat iwth a tech rep? tg
Customizing layout for Notes in Global Search
When having a general search I would like to have showing the date Note was created. I looked for this option but could not find it. Could you please inform how to do it? This is very helpful when looking for a note in a certain date. Thanks and Best Regards Cesar Fracalanza
New User / Basic Question
I apologize for this question in advance, as it will sound pretty dumb to most, but I'm new to using a CRM and am having difficulty understanding all the "slots" where items should be placed. If I sell thru a distributor, and my distributor reps are bringing me opportunities at accounts (companies), who is the lead? Is it the distributor rep or the contact at the account? How do I categorize this type of structure? My distributor reps bring me many "leads" at new accounts and new opportunities
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