How do I create a report that groups by month
How can I create a report that displays the number of new opportunities (for example) created each month? In other applications I am used to seeing, for date fields, the ability to group them by day, week, month, or year. I cannot see any way to group
Finding it hard to filter your qualified leads?
As a sales or marketing manager, I’m sure you handle leads on regular basis—in all their stages and forms. But doesn’t it get hard sometimes to remember which lead is in what stage? Above all, how frustrating it is when you have to keep a mental tab of all the leads that have matured to the qualified phase, and managing further action on them! What if I tell you that there is a way for all the leads to get categorised, organised, and dispersed within a few clicks! Presenting, TeamBerry—our latest
configuration options during search
is there any way to allow a user to change the fields that are displayed in a search result? Richard
Email margins - how to set them up
I am sending out mail using the send mail feature. My margins are very wide. How do we set them to a standard 7 or 8 versus the 13 they are currently set to.
US Holidays
I must be missing something. There is no way to import holidays to the calendar? Help please.
Invalid email address issue in my logged emails
when I click on emails in my leads (emails that i have sent my leads via the BCC dropbox addie) I get the error message that "invalid email address found".....I can't open the emails within my lead details that haven been logged. I used to be able to see them so maybe this is a recent issue that doesn't apply to older leads? Frustrating for follow to not see my previous emails/discussions. Warm regards, jay
Sales cycle duration
How is the sales cycle duration calculated? Thanks Moderation Update (13th May 2025): Please jump to the below link to learn how the sales cycle is implemented within the CRM. The Sales Cycle and its implementation in CRM
What the happened to my post
I posted a complaint here and it disappeared!! I need help NOW...................................... What king of lousy service is this?
Is it possible to add the last activity date at the Contact listing within the accounts page?
This would allow the user to see what the latest time each contact had been interacted with prior to clicking into each contact. Thanks!
Past Account Activity - How Do You Follow It?
How to you chronologically follow past account activity? Because tasks, events and calls all have different date fields it is difficult to easily sort and view the order of past activity. Instead of using different fields for each category (Due Date, Start DateTime and Call Start Time) I wish there were one date field. I've been using Modified Time but this isn't always accurate. What do you do?
Can I use Stage History Modified date/time in a report?
Hi, I'd like to be able to report on the dates when a Sales Stage is updated. I don't want to see every time another Potentials field is updated. Is this possible? I know I can see it on the individual Potentials record, but can I report on it? Ideally I want a report with "Sales Stage Modified" dates as the rows, "Stage" as the columns and the Count of the number of modifications against these. Thanks Patrick
Duplicate records
Hello, We are having an issue with duplicate records being created automatically in Zoho CRM. We have our CRM linked with Gmail accounts, I'm not sure if that has something to do with it. However, I need to stop the system from automatically creating duplicate accounts. Please advise.
Creating Relationships (Spouse, Children, Partner, etc)
Is there a simple way in Zoho CRM to create relationships similiar to Salesforce. IN salesforce you can create a relationship between two contacts. This is a useful way of tracking children, spouse, etc. Or, if this is not possible, how could I create a custom field that relates to a two or three other fields. Example. First, Select Relationship (Like Spouse), then have spouse have a name and birthdate field. After this how could I add multiple relationships to one contact? A one to many relationship.
I can not add a new contact
Help! I am adding a contact and it will not show up when I search for it after adding...
Reports with a within time period date criteria?
Is there a way to create a report that generates data based on a changing date criteria such as All Leads that have a Created Date of Within 1 Year? Right now I can specify Leads Created Up to a date, but then I need to change the report every time I run it. So for example today is January 1 2014. If I create the report and say "All Leads created after January 1st 2013" then in February I will need to edit the report and change the date to "All Leads created after February 1st 2013". Is there a
Potential closed and won- how do we get it to now become an active account?
If a potential is closed and won, this means that they are now an ongoing client. I want them as an active " account" but how do I convert them from " potential" to account?
Multi Attach Documents to an email?
Multi Attach Documents to an email?
How do I customize the salesorder template?
Hi. I need some help to customize the salesorder template, where do I do that? The main reason why I need to customize it is because even though I have put in values in tax on the salesorder it is not visible, it shows 0,00. The end sum is correct but I want it to be visible and also the same with discount. Best regards Claus Lorentzen
Tax and discount on sales orders....
I dont know if its a bug, but i would appreciate an explanation for the following issue: When i apply tax to a line item or to the Total, the taxamount overwrites any other discounts i may have set.Why? Also: I thought the field "discount" in the Total section, where the total amount of discount added to all the line items- but this doesnt seem to be the case? Where do i fix this?
Import Details
Hi Zoho, I have confirmed an import but wanted a bit more info on it like what records were skipped etc. Is there anyway to get this?
Can you upload CVs, search your CV database and send out to clients in Zoho?
We have targeted ZohoCRM as a free online database for our clients and candidates. Adding clients, easy enough, adding candidates is a little harder. I have added one as a contact (technically not right but can live with that) and uploaded the CV to this contact. Does anyone know if you can search a CV 'database' and then send these CVs to a client who is set up as an account with the client of a button? Sorry if I have confused anyone but it is the easiest way I could explain. Cheers
Error message
We are seeing the message below on a few of our user accounts and am not sure what is causing it. Can you please provide guidance. Thank you. Permission Denied You do not have permission to view this component as corresponding module has been disabled in your profile settings (or) in Organize Tabs
ZOHO CRM very slow from one location but not from another
One of our clients is experiencing extremely slow response rates with their zoho crm account, yet when I login from my location my response rates are great. I'm on a mac using Safari, and they are using IE 11 and Trend Micro Virus protection software. Any ideas on how to speed up their response times? Could it be the virus software?
Creating multiple filters
Is there a way to create multiple filters? For example, when I'm viewing my "companies" list I have multiple other fields that I want to filter out. These categories are things like submarket, lease expiration, building, etc. Am I really only able to search by one field per column currently? Example: Submarket: Upper East Side Lease Expiration: After 2015 I need to be able to make my search perform like this....Example: Submarket: Upper East Side / Chelsea / Soho Lease Expiration: After 2014,
How many records can Zoho CRM comfortably handle?
On the website, it states that Zoho CRM can handle unlimited records on the Enterprise plan. My client has 500,000 customers. I'm curious to hear people who have worked with data sets as large as this. How did Zoho CRM perform? Did it cause a slow down? If a Zoho rep replies to this, I'd love them to connect me with an existing customer who has a database this large as it will have a bit more credibility coming from them:P
Inventory Management - Best Practices
I manufacture vegetarian burgers which I sell in packs of 4 burgers, different flavours How should I manage my stock and sales? 1) I make the burgers -> I want to write that number down somewhere 2) I pack the burgers a few days after (in packs of 4) -> I want to know how many packs I have 3) I take the order from the client (i almost always sell 4 packs of since I have a promotion for that) -> I want to be able to have a product called "Promotion of the week" which has 4 packs. I also would like
Is there a way to update a field on a send/receive?
Is it possible to setup a rule or filter to update the timestamp on a date field in Leads/Contacts (or other modules) when an email is received from a customer or sent to a customer? We are looking for ways to immediately see the last contacted date/time. Thanks!
Lookup Field - What's wrong with this?
I want to lookup the Mailing Street in Contacts and have it on the Sales Order, but it appears as blank. What am I doing wrong? Is there a better way of doing this other than lookup or than copy/paste? Thanks!
crm calendar dont sync with google calendar, help!
Hi at zoho team, my crm events dosent sync with google calendar, since a day or more. Can you check it, becouse it was working perfect before. thanks Rolf
How do I export selected contacts only? Instead of ALL contacts?
I need to know how to export only a select few contacts (50-60) rather than ALL of my contacts? Anyone know how to do this??? Thank you
Contact names in customized call reports?
How do I get contacts to show up in call reports?:
Closed Potentail Deals now What?
Where would be the best place to put a CLOSED Deal out of potential? Also how would you move it, and how would I be able to see statistics on it? Thanks!
How do I link an opportunity to a document
In our sales process we are looking to create a link between an opportunity and 2 pdf documents which are related to this opportunity. Does Zoho have the ability to do this. If so how? Any advice would be appreciated.
adding new tasks to a campaign
Hello, I have imported my leads into Zoho CRM and set up a campaign. I now want to assign tasks linked to the campaign and my leads but there appears to be no way to do this. I can only find a way to link my campaign tasks to Contacts or Potentials. When I select Lead on the Add Task screen the Campaigb pick list is disabled. Is this an oversight or a deliberate feature? If so, do you plan to allow it in the future? Or is there a way that I cannot find? With best wishes, VY
Exporting Contacts
Hello, Can you explain why there is this bizarre limit of 3,000 contacts when exporting data? No other CRM system has this, and it's a huge limitation - many companies (incl. ours) have over 3,000 contacts and need to regularly export these to comply with legal requirements to keep lists clean in other systems (eg. newsletter lists, Facebook re-targeting lists etc). At the very least it should export the most recent 3,000 contacts and not the first 3,000 - this does not make any sense. When will
workflow rules
Hi I have a workflow that is started when a STAGE field is changed to "Contract OK" it then has a series of tasks counting down to date held in a field "Contract start date" During that count down the STAGE field will be changed to "Expected Live" Will the changing of the STAGE field halt the workflow? So would I need a workflow for "Contract OK" and another for "Expected Live" Your help is appreciated.
Predictive typing in product code field on sales orders?
it is a bit tedious to only have the option for popup lookupfield for the product code when filling out sales orders: it would have been so much more efficent to just be able to write the first letters, then have a predictive field filling out the rest from the product code field column in the product module: i see this same issue was presented in the forum some time back: is there any solution/workaround for this yet? Also: does Zoho company have any kind of training (online or live courses) you
Custom Quote Templates
Two Questions: 1. Can custom quote templates only be edited in HTML or can we also use CSS? 2. Is it possible to add a background image to the quote template to create a "letterhead" effect when printing and sending quote attachments?
Customization Zoho's feature for support customer's business.
Hi, If i want to customize for support my customer's business consist of: - Control stock. - Create Payment after invoice. - Create prepare order. After Sale order. - Create send order. After Sale order. - One invoice can partial send order to customer. - Create credit limit. - Create report for everything about above such as who are owe and how, What invoice submit not complete etc. Can you help me about these ,other solution or introduce to me. Best regards, Narueporn
How do I create a lead?
Where do I go to create a manual lead? Can't find leads anywhere? No tab, not on lists, not under the + icon....
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