XLS import requires record "ownership" to match that of the person doing the import?!?
Ok, this took us two days to figure out, but we were trying to update some records using an import of some records via an Excel document (tried .XLS, .XLSX, and .CSV formats) and we were constantly getting that some of the records were ignored because "Reason: due to empty values for any of the mandatory fields". Problem was, we did not have ANY empty values. Even tried it with a simple 1 record, 4 column Excel table, and made sure the date values were properly formatted etc. (e.g., MM/dd/yyyy).
Cannot group items by Last Activity Date for Reports/Charts
When I try to graph usage of Accounts, Leads, etc. by Last Activity Date, I get a result where each item is separately presented. The reason? While it's called Last Activity DATE, when creating the underlying report, what's available is Last Available TIME (see below), so no two items have the same time to the second and grouping by date is meaningless . I tried creating a Date-only field and cloning the LAD, but couldn't get it to work. Is there a field available for reporting that can support this?
potential client and invoice
Good morning i would to know if is possible to reimport the zoho quotes and invoices in the page of potential client like in the contact page.
Importing accounts information
I have just recently become a ZOHO member and am in the process of importing leads en contacts etc. I want to import my accounts info into ZOHO CRM but the only field i see is name and not first name and last name s i can't map the name. How do i fix this?? Much obliged for a quick reply..
Can I get Zoho to send me a reminder email on the day an activity/task falls due?
Can I get Zoho to send me a reminder email on the day an activity/task falls due? I know i can get it to send an email to the activity owner but it does it as soon as its assigned rather than as a reminder on the day its due.
Mobile Account Display
Is there a way to display related Tasks, Events, Products, etc. when looking at an Account while using Zoho CRM on my iPhone? I like the way everything is presented when using the browser, but wish the comprehensive view of an Account was available via my mobile device. I have not used it on an iPad yet, just an iPhone. Thank you, Eric
CRM activity to convert INVOICE Invoice
Hi. I want convert a oportunity of CRM to quotation in INVOICE, ¿have a option for it?. I welcome your comments.
Global Search doesn't work
When I try to search something using Global Search, doesn't appears. For example y search "pepsico" the url is https://crm.zoho.com/crm/GlobalSearch1.do?sModules=AllEntities&searchword=PEPSICO but nothing appears. Appears message "searching" but it didn't finish. Some recomendation about what to check?
Create an Event and link many Leads or Opportunities to that Event
Is it possible to create an event (eg; a training course) and then link many leads, contacts or opportunities to that event. I.E. Have the event available as a lookup when adding an activity to a Lead, Contact or Opportunity?
Capturing all Excel data when importing
I have just started exploring Zoho CRM, and am trying to import about 190 contacts from an Excel spreadsheet into Leads. The mapping is pretty slick :-) but there are several fields in my Excel file that I am unable to map - Next Step, Next Step Date, Date of Last Call, Call Log (notes on what was discussed during the call). I am assuming the reason I can't do this is because these items are actually Potentials data, not Lead or Contact - is this correct? Is there some way to bring over all the
Adding a new user without company name
Hi, I'm new to Zoho CRM, so just learning the ropes. I am trying to add a second user to the CRM but the company field appears to be a required field - how do I get around this if the person is not a member of a company, but merely an individual? thanks Baronne
CSV Not importing
Hi, I have tried twice now to import a CSV file. I have uploaded and mapped the fields correctly, the process does not complain.. it them tells me I will receive an email when its complete. I have done this twice now and no email or data. CSV attached. I did this over 12 hours ago. is it an automated process? I have upgraded twice now to professional aswell so presume I easily have capacity. the upload is 300 records... the number up there are 3000 tops. The import is to create new accounts. Thank
what is the relationship between parent, member and site accounts?
how are the different levels of accounts related to one another?
Potentials Module - Multiselect with Dependency Fields
I believe there is a bug with multiselect fields in the Potentials module when they are dependent fields. For example:In the Potentials Module, I set up 3 fields. Project Category (Pick List) Services Needed (Multiselect) Services Needed-Test (Multiselect) Additionally I mapped dependency fields for "Services Needed-Test" based on what was selected in the "Project Category" field. An example of my results are in the first picture. In the first picture, everything matches and is correct; however
Lead Import - Records are skipped even though Mandatory fields are complete
Hello, I am importing a file with 129 lead records (Excel). The only field in my Lead module which is mandatory is "Last Name". In my excel file, all 129 records have a Last Name. After I map the fields and click "Import", the results show that 79 records are being skipped. It doesn't give me any information as to why. Please help!
problem with webform
Hi everybody i have a problem with the datafield in the webform when i select this field i can not see the calendar to choose the data like in zoho crm...someone can help me? thank you Simone
Report Formatting
Is there any way to set formatting up for scheduled reports. The XLS formatting is pretty bad and as i send this out to multiple people it is presented poorly. Or Can a scheduled report be sent as a PDF? Chris
Create new module
When creating a new module, I would like to have a "comments" section like we have in the "bugs" module. Is it possible to add that somehow?
Report Type Zoho CRM
hi, We structured the CRM with Potentials divided by service type (using the TYPE std field ) and total value ( that is a custom field which contains a formula that express currency ) . We kindly ask how to produce a report of offers with service type (TYPE) and total aggregate value . Now we tried to create a matrix report with service type and value , expecting to obtain a simple table with types and corrispondings summed values, but we see a lot of values rows as you can see below . For example:
Why has my Web to Lead feature been disabled for my account?
Why has my Web to Lead feature been disabled for my account?
multiple addresses mail
Hi, we want to use a paying version of zoho crm, canwe have multiples addresses mail for one user? example: Gianni is the exclusive owner of the mail gianni.s@etc.com, info@etc.com, and answers sometimes to the genral mail contact@etc.com The other administrator, Marianna, is the exclusive owner of the mail marianna@etc.com, info@etc.com, but answers sometimes from the mail contact@etc.com, how can we do it in the zoho crm, since we want to use the e-mail integrated in the crm, to receive and to
Account 'forward back' arrows question.
Choose an account, say begins with letter 'H' using the alphabet letters. Select it and bring it up. Now use account forward back arrow buttons. Selection reverts to accounts starting 'A' Is this a bug, or an oversight or intentional? Either way it pretty annoying, once a record is selected I would expect to ref this is the starting point to navigate? Thanks!
Recent data entry changes
We have noticed changes in some of the UI features. While it is always nice to know that Zoho is always striving to make improvements, it should also be noted that your best intentions" may not be in everyone's best interest. Reports: Recently the type font has changed. It used to be that if you ran a report for Sales Orders, grouped and added up the totals, you could clearly read totals at the bottom of the report page. But now, the type font has been changed and it is a grey font on a grey background
Sorting on a Column in a view of the Contacts data is Buggy - no longer works
We defined a view that we have been using for a long time. Several months ago, the capability to sort by the "Stage" column stopped working. The drop-down choice of ASC or DESC display just fine, but the data is not alphabetical. By contrast, sort on other columns works just fine -- Next Step Date, for example. Soho: Please advise when we can expect a fix. Much appreciation.
How to change the send button value?
Hi, When I am embedding the form I am getting the button name as "send". can you help me in changing the send button name as "Submit".
Batch assign contacts to accounts?
Is there a way to batch assign contacts to an account?
Which browser do you use for Zoho?
I use Firefox as my main browser, but I have added extensions and other configurations that cause some trouble with Zoho. For the last couple of years I've used Opera as my secondary browser and used it for things like Zoho and other webapps that I want to be open and stable all the time, but recently the old version of Opera (12.16) has started to not be as stable, and it seems to have problems in particular with Zoho. The new version of Opera works better with Zoho, but is missing a bunch of features
How do i edit currency decimal and denomination?
I have set my currency in organisation details, but would like to change the denomination and the decimal to be stated on my sales orders: where do i do this? I have the professional edition
After editing a potential the changes will not save as page stalls in loading
I made changes to an exiting potential through the edit button and once finished the page stalls when saving. The indication at the top shows loading. When aborting (after some time) no changes were recorded. Can anyone help me with this? Kind regards, Remko
can't seem to import csv file
I have been trying to download a csv file but it tells me no files imported due to required field being vacant but that is not the case all columns are spoken for and have data in them Pls help Ty
Expected revenue doesn't always update with change in stage.
Since editing the stages, none of my potentials update with the new expected revenue. The expected revenue remains blank, or turns to a zero in another page.
Email Template help required please
Hello all, I have started to create different email templates, however i want to attach some documents (that i have already uploaded to the documents section of Zoho), but the attach button only offers me the option to look at my local network, not the Zoho documents. Does anyone know if i can do this, and how, or if there is a work around? many thanks in advance. Dave
Import Potential - closing date problem
I exported all my data from another Zoho Account and am now trying to import CSV files into my current Zoho account, but it will not import the Potential CSV files. The problems seems to be that zoho requires the mandatory Closing Date field to be mm/dd/yyyy while the CSV file i exported has all dates in yyyy/mm/dd. How do I work around this?
Emails to leads
Hi guys, could you help me setup Zoho Mail Addon, so all new emails I get on info@company.com goes directly to leads if it's a new contact? Or it's not possible? Thanks.
Is there a way to send Emails to the CRM for auto-assignment
Hello, We currently use Zoho Business Mail as our company's Email system (great service). I would like to know if: 1) Is is possible to forward mails from leads, contacts, etc. to the CRM so that they can be viewed on the lead, contact, etc's record? For example, if CONTACT1 sends me an Email which I receive in my hosted Zoho Mail account, could it somehow automatically also appear attached to CONTACT1's record in the CRM? 2) If #1 above is not possible, is there an Email address for my account in
Delete potentials?
Is it possible to delete the closed (won/lost/expired) potentials in order to reduce the number of information on the potentials screen without loosing the history related to those deleted potentials on the accounts screen?
Customizing displayed fields in the search function
Hi, I would like to be able to specify another displayed field when searching lead data. Currently this is how it looks: Company Email Phone Full NameI would like to be able to see another field when I search - preferably in addition to but would replace a field if necessary. I need it because if the seniority level of the leads is unknown and a specified search displays 100 leads the only way to determine relevancy would be to open them one by one. Any help with this would be really great. Thanks
How to show events on calendar that users have been invited to?
Hi. We're using the calendar function of Zoho CRM for all our users. If someone creates an event and invites other users to attend then this event only shows up under the event owner's calendar, even though the invitees will also need to attend. How do I make sure that the event shows up under everyone's calendar who is participating? Thanks
Making views available to other users,
Is it possible to export or make available my custom views to other users on our account? I'd hate to have to manually log in and recreate them for each user, and then edit them one-by-one if I later make a change. Also, I notice that from within the potential module, the STAGE field is sorted according to the selection order (as specified when editing stage values) when you sort items by stage. But when running reports, the stage is sorted alphabetically. Is there any way to change the sort order
Unable to drill down within Potential funnel in Dashboard
When a user tries to drill down into the Potential funnel, Zoho shifts to the Reports screen, and the following message is generated: Permission Denied Sorry! You cannot view this report because you do not have the permission to access one or more modules that are part of this report. Please contact your administrator to view the report. This user has the following permissions: What is the problem, and how can I resolve it?
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