What happen with Free accounts when taking an upgrade to STANDARD Edition
If a I am using the three free users (Free Edition) and I want to get an upgrade to the standard one and pay just for one user what happen with my free accounts?
Change Field Pick List to Text
How do I change a Customer field attribute from Pick List to Text?
Import Data / Migration Wizard not working today ( 500 Internal Server Error )
I am experiencing "500 Internal Server Error" when I try to import data into my Zoho CRM database using "Import" and "Migration Wizard". Is anyone experiencing the same problem today? Or is it just me?
Help with importing contacts from microsoft office outlook.
I need help on how to import contacts, also how to get the contact lists
Cannot delete/close open activities
I could not see how to delete open activities, so I closed some of them and then deleted them from the closed activities log. Each time I did this Zoho asked me if I was sure. Affter a few it offered to stop dialogs for that screen and I thought this meant it could stop asking me if I was sure so I selected yes (or OK or something) . Since then, I cannot close any more open tasks so I have no way of deleting them. Can anyone help?
Report Scheduler
I have set up 3 reports to run today. The first has not gone as far as I can see. Is there a reason for this? sales@meetingprofits.co.uk Regards Martin
Inviting You All! Join Us for Zoholics: Sales & Marketing Conference!
Greetings and salutations! If you use Zoho CRM, Campaigns, Support, LiveDesk, Survey or ContactManager, then we would love to meet YOU! Come join us at Pleasanton headquarters for three days of app training, networking, good times and one-on-one sessions with our team! Learn more and register here. See you in July!
Merge Mail
I was wondering why when we send a Merge Mail Email, that Email isn't stored in zoho under the job/customer. We are working on sending out follow ups to our customers regarding completed projects. In order to make this easier on myself, I created a merge mail document, but the sent emails are not stored. Is there a way that can be remedied?
User Export History?
Is there a way to find out how, and what a user has recently exported? A staff member has recently left our company and I am very concerned they took private date from us..
Zoho on Lead Create Webhook not invoked?
Hi, I am facing this issue for some time now. I have been trying to invoke a URL on a Lead create for which I used the automation tools Workflow and Webhook. When I use the url generated in the workflow, substitute the merge fields with values, and run in fiddler, it invokes the method on the End Point URL, hence working fine But when I create a Lead in Zoho no method invoked on the End Point URL. I am not sure if 1. the workflow is invoked 2. workflow invoked but webhook failed Cannot debug because
ZOHO CRM - changing field properties
Hello, please would you let me know how you change a field's properties without having to create a new field and delete the old one - moving all the data across or reenterring? e.g. If we originally set up a field as 20 chars and want to change it to be 30 chars, can we do this? I can't see a way? Many Thanks Bill
Want to see an account field on Contact view
Hi, how can i customize a Contact view to include a field from the Account section?
Email sent from zoho often get in spam
I have a big problem with this. Its so easy to send mail to contacts using macro i zoho crm, but i see that very often my contacts dont get the mail. When i send from gmail this never happen. I thought zoho is sending from my emailadress, so i dont understand this. Can anyone help me with this? Thanks. Knut Pedersen
Website Integration
Hi, I can see that Web Integration for only three modules i.e. Leads,Contacts and Cases. I would like to know if its possible to do the web integration for other modules like Vendors, Accounts, etc. Thanks, Sylvestor George Email:- sylvestor.george@sjsu.edu
Subtotal Report and Grand Totals
I would like to know how to create a report that is Grouped by Account Type and just shows the Sub Total of the Potentials for the Account Type and then at the bottom has the Grand Total of all of the Potentials. I do not want a listing of each potential. We have 12 Account Types set up. So my report would just have a list of 12 entries with at Sub Total Amount for each and the Grand Total at the bottom. To me this seems like a very simple report request. I have tried to create it by choosing
Cannot Edit Date and Time of Call
When I try to edit a call, it allows me to change the free text but not the date or time of the call. Any idea what I am doing wrong?
Job number does not remain the same across the modules
We use job numbers, which are auto generated, to keep track of customers in our business. I need the job number that is auto generated when a lead is created to transfer over to the potentials, contacts and accounts when the lead is converted. Right now different job numbers are being created in each module. Please help
Default Page
When I log in, I want my first (default) page to be Email (not the current default Home page). How do I do that?
CRM Web Form
Hello, I am trying to create a new form and update an old form but when I click on the existing form or click on create new form, the screen turns dark gray and I am unable to complete any actions. Please see the screen shot attached. Any help is very much appreciated! Thank you!
Intelligent Mail Merge
Hi We want to send out a hard copy mail merge from contacts or leads. How do we make sure we do not send the same mailout more than once to the same contact? I am trying to find away of quickly mail merging the last weeks contacts but I cannot find away, any ideas any one?
How to change User - Role relationships if User is the Administrator and Role field is not editable?
I created my own user including Name, Last Name, Alias and Role as Administrator. Now, when I try to change the Role, the field is not editable anymore. I can change roles in other user profiles, but not in mine. How can I change that? Thanks
Need help
I'm in Contacts and under Edit View, which I included a screenshot. I would like to add "Notes" (the notes I've inputted on my contacts page) an additional Column to the "Choose Columns" "Available Columns" section. Is their a way to do that? Thanks
Found the problem!
Not Zoho's fault - just an extra account in google that I needed to take out of the Zoho settings. All is well!
What is Wrong with Zoho CRM and How to Fix it -- But first the good news....
I have recently been evaluating all the major CRM platforms aimed at small to medium businesses. This has included: SugarCRM ZohoCRM Batchbook CapsuleCRM Landslide Salesforce Solve360 and at least 5 others Each has their own strengths and weaknesses. Getting a current understanding of each of these is impossible unless you sign up and really go through their features from the inside out because it is a moving target. The first thing that I want to say about Zoho is that it is very impressive:
Contact Merge Freezing at Submit Frame
When I try to merge contact records, I pull up one of the records, go to "more actions," click on "find and merge," mark the contacts I want to merge, make any changes I want to, then click "merge." Then the screen goes dark, and I can't click on the "submit" button. The screen freezes that way until I hit the back arrow. The records are not merged. Thank you.
Custom Reports
Trying to run a report that shows all customers that have no activity in the past year. Under standard filters I can chose a number of "last activity time" choices. this is good. Only problem is I cant chose customers that have NO activity. If I leave Activity time as "custom" and leave it blank, then under "Advanced Filters" contact last activity time "isnt" there are no selections for last year, 120 days, 90 days etc. I have to physically choose dates. Cant we please have a report that would
very disappointed per app for iPad
I purchased the standard version, but the iPad app is still in "read only" .. very disappointed. I think I'll go back to the free version because I bought just hoping to be able to use the crm mobile.
Reminders
Please allow task and event reminders to pop up as a window in the application at the determined time rather than only sending reminders as an email. Should include ability to have pop up appear at some user determined time prior to the event or task being due. kschuyler1
zoho campaigns and zoho crm: mass delete bounced/bad emails
I synced from Zoho CRM to Zoho Campaigns Zoho Campaigns tells me, after a mailing, I have X number of bad emails. I export the X list (there doesn't appear to be away to have Zoho Campaigns give the bad email address info to zohocrm) I have a list of bad emails in CSV format How do I use this CSV list against Zoho CRM to clean out the bad emails/contacts?
CRM Calendars Stopped Working
A colleague of mine has been using the CRM module for a couple of months -- no major issues. But now he reports that he can no longer see the "mini calendars" that usually appear when one clicks on (a) the nav-bar menu icon or (b) when he tries to edit the date of an Event (clicking the Edit link). (See attachment for pic of the mini-calendar about which I am speaking.) Has there been a recent coding change that would affect this? He's using IE for a browser. It's working FINE on my computer
Auditolog email
Hi! A good feature can be an "automatic send auditolog" every day,week,month to one (o many) email address. Thanks
Workflow rule for neglected leads
We're interested in setting reminder tasks for neglected leads (leads who have not been called or emailed in X days). Is this possible with Workflow Rules? Thanks in advance! -rick
List of Ownership, Picklist Sample
A flexible selection of ownership types to use in 'Leads' and 'Companies (Accounts)' . Corp. / Inc. / Ltd. / AG / SA LLC / GmbH / Sarl Sole proprietorship / Limited partnership Government / Public Services Association / Society / Cooperative Organization / Non-Profit / Charity / Non-Government Party / Council / Religion Private / Group / Club / Network Other The first two entries contain translations into French and German.
View Call Notes
I'm used to a CRM that shows me the notes of calls once recorded. Have I got something wrong as I can only see Subject Activity Type Status Due Date Start DateTime End DateTime Call Start Time Owner Name Modified Time Thanks, BryanR
How do you move a Lead contact from one user created view to another without moving the whole lot?
i have recently created a new view to move some of our middle east contacts over, however I am unable to move just these contacts without moving the whole lot? could you please let me know the process for this thanks
Formula field is not working
Hi, I don't understand why this formula field is not working : If(${Contacts.Salutation}=Mme, F, H) Please, I need help !! Best regards
Have upgraded from Trial to Enterprise and having trouble with customisation!
In the trial version I had full access to the permissions that allow me to fully customize the content within my leads contacts, fields etc. Now that I have upgraded to enterprise, I have only the ability to create a section and appear to have limited permissions in any other areas. I'm definitely no techo and would love some guidance here?? Regards Nicole
Zoho CRM App Showing Wrong User's Calendar
I downloaded the Zoho CRM App on both my iPhone and iPad. I signed in with my email address and password. Both are showing another user's calendar in my organization. Anyone know how to fix this?
Multi Select in EDIT unselects
I have Multi Select box in Contacts which in EDIT mode is loosing selections. How to stop this behavior? I dont want to reselect positions in this box every time I want to edit Contact.
How to make individually (not mass) sent emails show up in lead/contact profile?
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