Copying Zoho metadata to another instance of Zoho
Is there any way to copy the Zoho metadata from one instance to another. The use case is a company has sold part of its business and the new company wants to have the same Zoho setup - that is, a Zoho Clone. This is relatively easy in Salesforce but I can't find anything in the documentation that says you can do this in Zoho.
My "Convert" button disappeared!
Not sure if I changed something that affected it, but for some reason on my leads homepage there is not a button to convert them into contacts, accounts, potentials. Has anyone else found this happen to them? If so, a way to get it back? Cheers!
Quantity in Demand showing a minus number - best practice advice please
Hello When I create a sales order and then convert to an invoice, the stock inventory is handled correctly. The quantity in demand increases when the sales order is made, then when the sales order is converted to an invoice, the quantity in demand is reduced, and then the quantity in stock is reduced as well. This is normal, and I understand. However, when I just want to create an invoice (without a sales order) the quantity in stock is reduced (this is correct) but then the quantity in demand becomes
Is it possible to force a field format?
For instance, we want all phone, mobile, and fax numbers to be in the format of (xxx)xxx-xxxx.
Formula Fields to talk across modules
I love Zoho in many respects. I completely modified the plain crm system to become a full featured language school management system. None of the school management systems I evaluated cut it, so I chose to go with Zoho and it has paid off for our school. However, one feature in particular is lacking, which I feel would dramatically enhance Zoho's positioning in the market: the ability for a formula field to talk across modules. Say I create a financial field "Total Charge" in the Inventory module.
Custom View for entire organization?
Hi - I thought "CEO" level customizations are applied across the entire org. Is this not the case with Custom View? I'm trying to set My Leads and My Activities as the defaults for everyone (as opposed to All Leads/All Activities). Thx
Free version: Custom fields or not?
I activated my free CRM last night. The documentation from within my CRM instance says I get 25 custom fields: https://www.zoho.com/crm/help/erutaef321.html#custom-fields However the button to create custom fields is not available. THEN i see a post from 10 days ago where a Zoho employee is pointing another user to a COMPLETELY different set of documentation that says we get no custom fields. What's the story here? If we don't get custom fields, I won't waste my time and look for another solution
Error during synchronisation. Zoho CRM could not push Contacts updates: Could not communicate with ZohoCRM: [4421]: You crossed your license limit
I'm on the free account. My syncing software is giving me this error from zoho crm. Why? I read nothing about restrictions of api calls to the free account. Thanks
App for Ipad ?
Can I down load a different verison of the Ipad app than read only?
Urgent: Can't update credit card
I can't update the credit card in any the supported browsers (Chrome, Firefox and Safari), when I click the link I get this: http://screencast.com/t/j8lUPsI0N several javascript errors that do not the page load and stays with the "Please wait" animation indefinitely. What can I do? I need the backup as soon as possible!
Zoho CRM auto-responder and send email features: how to determine if emails got bounced
We just started using the auto-responder and lead > more actions > send mail features. Is there a way to determine whether emails to leads bounced due to reasons such as full box, invalid user on mail server, etc.?
How do get a list of contacts that only belong to a user view?
I can't seem to extract the contacts that belong to a user view, does anyone know how? In reports there's no option for "User view" and when extracting a full backup, none of the fields mention what view that contact belongs to.
Zoho CRM, Email CUTS OFF THE SCREEN in Chrome, Explorer and FireFox
Recently I noticed a very irritating presentation issue when selecting and reading emails or when attaching Documents Direct to DropBox See Screen Shot Below. Notice the two scroll bars on the right side the inner scroll bar is as far down as it can be moved, however you can see that the screene is cut off completey. It is impossible to scroll to the bootm of the window. If you click on the DropBox window and then press the tab key the Save Button will appear so you can save it, but navigating
Report For Contacts Who Have Purchased X items
Right now I have contacts that are associated with invoices and within the invoices are products purchased. Is there a way to run a report on 'All customers who have purchased product X' and 'All customers who have purchased product X and Y but not Z'
File Unmodified Alert
Is there a way to send an alert to the file owner when a file hasn't been modified in 24 hours?
Problem with set up : organizational settings
I have just joined Zoho CRM. I am the administrator and only user. When I go into the "set up page" then "organization settings" to add my company information it comes back with an error :Insufficient Privileges to perform this operation. Contact your Administrator. Does it have anything to do with Google Apps set up? If I am the administrator and only user how do I fix this? Thanks
ZOHO CRM - Macros - can I set them for entire company in the future?
Will you be upgrading the Macros so I can set them for our company or a few people in the company? We would like to standardize how people use some Macros. Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
I am no longer able to login to zoho ...what changed over the weekend with Zoho?
Hi, Starting on Monday, after I click login, I go to a blank screen that says please wait and it just hangs there. I use zoho daily and have not made any changes to my system (Mac 10.5.8, Firefox 12). Can someone advise if zoho has made some changes affecting Firefox users? thanks
Email to Contacts
How do I send mass email to only a certain number of my Contacts?
SPF domains from Zoho CRM and SPAM
Hello support We would like to verify the domains assigned to send mail by zoho crm, to whether we can successfully add our spf thank you very much
Convert option is gone
Previous situation: I search for lead, press save and then I can convert. Good! But now: I search a lead, press save and return to my search results. Not good! I did not change anything, please help! Wouter wouter@debuurtboer.nl
Exporting Data
Can you export client contact data onto an Excel spreadsheet
creating a view for activities that allows past events to not show
right now, i can't create a view in the activities section that allows for past events to stop showing up in the view. I actually have to delete the events in order for them to no longer show in the activities section and it clouds my view of tasks that I actually need to accomplish. Also, by deleting an event, there is no way for me to go back to my calendar in case I need to recall what I did on a certain day. here's a video of my problem http://screencast.com/t/PU7E8TZpm
No convert button?
Hi, just wondering is there no convert button on the free edition or am I missing it. I looking to be able to convert leads into contacts and because I've already got contact details entered, would I also be ablve to convert contacts into prospect? Many thanks Paul
'new user' conflict
Hi We have 7 licenses and 6 active users. When we try to create a new user we get a message saying we need new licences. We have a new sales staff member on board who needs to use the system immediately but cannot get her installed. We set her up yesterday and sent activation email twice but she does not receive the activation email and now the system says "User does not exist" even though her name is in the list of active users - and she is inactive!! Can someone please fix this problem with some
Problem with contacts related to the clients
Goodmorning, I have a question, we have a problem with our contacts link to the clients. We import our clients from another program and now we have 1600 clients and only 400 contacts because we didn't create the contacts in clients tabs. Now we want to send massive email for an event but with zoho we can send only to contacts and leads. So how we can create a view to see where the clients haven't the contact and create manually ? We spend much time to go inside every client one by one... thanks for
Products has disappeared
As of today, I can enter a product into a potential, but as soon as I press save it has gone (not saved). I cannot edit the product field from the potential page - the edit function has also gone. Is there a bug today?
How to show Vendor's Address on the invoice/Template inventory ?
I'm trying to show my vendor's address, on the invoice, It shows me the vendor (Venue) name, but without his address, How do i add it? Thanks
How to create Single Invoice for Multiple Sales Orders in ZOHO CRM?
We have a requirement to create different sales order for the whole month. At the end of the month, we would like create a single invoice out of those sales orders. How to achieve this in ZOHO CRM? Thanks Regards Vivek
Can't upgrade
When i try and upgrade or buy more accounts, it just redirects me to the homepage. Can anyone help? Thanks, Hugo
Custom Potential Field: Won date
Hi, I'm trying to build a custom potential field which shows the date on which the status is set to won. Is this even possible and if yes, how? Thanks for your help! Regards Arthur
A way to report on all leads for a given month
Is there a way to report on ALL leads created in one month by source. I need to include both open, closed lost and converted leads. Right now I can only see source of non converted lead and cannot find a way to add the converted leads to the same report. I'm trying to do this to gain insight into my sources of leads, volume in and disposition of each lead.
Blind Copy on Leads
Hi, We are starting to send emails to leads through Zoho CRM but we want to copy or blind copy our sales@ email address by default when sending. Can this be done and if so, how? Thanks, Abbos
web to account form
is it possible to have the accounts section populated via an online form?
How to print mailing labels for Contacts/Leads associated with a campaign.
Hi, We have an event organized and want to send out invites to some selected Leads and Contacts. So we made a new Campaign, added the leads and contacts to it. But now how do I print mailing labels of these selected people. I cannot seem to create a report
Notes for this....(FIELD WIDTH)
Hi. Is it possible to change the width of the fiedl for the "Notes for this (Suspect/Contact/Lead etc)"? Appreciate your assistance!
Incomplete upload
Hi, I uploaded a database of contacts onto Leads, however not all of the contacts uploaded. Why would this be? Does this mean that I have to identify who are not on the system and manually upload them? I look forward to hearing from you. Kind regards, Ninke
App not working
I have 7 sales people out on the road using the Zoho App and have been for a little while already, all at the same time they cannot access CRM, everything is fine if they log into zoho from their personal PCs but not on their Smart phones either iphone or andriod . Help,
Mass Email: Individual or Bulk?
Can anyone confirm that the mass email feature sends as an individual email or as bulk? I'm curious to know what a mass email header looks like.
NEW LIMITATION: not allowed to change ownership of 100 records at a time!
Good morning. Today we began to receive an error message when changing the ownership in more than 50 records. The error that appears is: 414 Request-URI Too Large This is the same in several modules. We hope that Zoho has not changed the limits arbitrarily, since you don't provide a mechanism for transfering property of all records from one user to another when an employee leaves. This is a very tedious and time consumming process, and it al ready took a lof of effort changing 100 records at a time.
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