"Tasks" related question.
Hi There, When I am creating a "New Task" in the "Related To" field, I want to be able to select "Leads" module from the drop down menu. Currently it is only showing "Accounts", "Potentials" and so on but not the "Leads". Can you please let me know how I can change this?
Are there other "notes" function available as a plugin to zoho crm, besides the one allready integrated in it now ?
Would like one with an autosave function, and a bigger view field: without having to download it from "documents" every time its used, but integrated into the interface- is this possible?
Cannot open/download document attachment in Zoho CRM when using Chrome browser
Clicking on a file attachment (PDF file in this case), results in an error, resulting in not being able to download or open the attachment. This occurs in Chrome, but works correctly in Firefox. In Firefox, you get a little context menu allowing you to either download or open the document. In Chrome, nothing happens, but you get this error in the Javascript console.
Please make search field in mobile ios version that could seach through all of content at one time as it is in online version.
Please make search field in mobile ios version that could seach through all of content (leads, contacts, accounts) at one time as it is in online version.
Auto BCC when clicking a contact's email address in Zoho
I'd like to propose a setting where, when you click an email address inside Zoho (not the Send Mail link) it not only composes the email in Outlook (or whatever email client you use) but also auto-BCC's Zoho. I see it being discussed elsewhere in the forum as far back as 6 years ago - what's the problem with implementing? This already exists in Batchbook CRM.
email templates not inserting variables
We have set up several email templates and find that they sometimes insert the variables correctly but more often do not. Support suggested deleting and re-adding the variables, which solved the problem for one variable in one template but not on other variables in that same template. Is this a known bug? Is there a reliable workaround? Seems like such a basic feature...
Just upgraded - Cannot send email
Hi, I just upgraded to standard and am trying to send email to 20 contacts. It says you have exceeded the limit of 250 emails a day. I haven't sent any emails at all today. Regards, Ram Mohan.
Zoho CRM Free Account with Use of Mobile App
Can you add notes to an account from the mobile app on the free version? Better yet, can you make any changes from the mobile app to an account, contact, etc. from the free CRM version? If so, I am having issues doing so. Please advise.
I can not get my zoho crm contact cards and my zoho mailbox synced
I cannot get sent/recieved emails synced with zoho mail under the "email" section of the contact card- When i send mail directly from the contact, this gets registered on the contact details, but either the reply, or other mails from the same contact stored under e-mail shows up under the "contact emails"- i have tried with several different email adresses associated with our account- but i cannot get it to work: what do i do?
How can i send emails with ZOHO
How can i send emails to differentTargets
The problem with the connection of the contact person to company
I'm still try to add contact person of company and it's still doesn't work. After I added new contact it is not visible in the right place. I see this contact person in different section but I can't see it here. Please fix it or write me what I am doing wrong. I test it on Firefox nad Chrome adn problem is still the same.
Suscription upgrade
Hello Support I would like to know how upgrade from standard applies to professional. If the economic difference is refunded or make a credit for the new licensed. For example: "Standar Annual" (6 months used) to "Pro Annual". Thanks
Creating custom fields in free version
can support please respond to this question posted by another user a month ago - in Zoho CRM • Using Zoho CRM • 1 month ago 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
Due Dates on Invoices
I haven't been able to find out how to include a due date on the printed out version of invoices. Also, it would be nice if you could put in a time frame for invoice due dates. For instance, if I created an invoice on April 1st and I wanted the due date to be 10 days after the creation of an invoice, the system would automatically put in April 11th for the due date which would print out on the invoice. Amanda Carter
View related contacts within the contacts module?
Is it possible to view a related contact of a contact (like from the same company) within the contact details of a particular contact?
Unable To Add Note/Name
Hi i am unable to edit the name of a lead and also unable to save a note for another lead!! Who can help me out.??
Prompt When Duplicate Entry is made in Leads!!??
I have a standard package with Zoho CRM. When i put a lead with an entry ( For Eg.Phone Number) which is same as the one in a nother already posted lead, ZOHO does not prompt me. Me and my team are unable to figure out duplicate leads while posting a lead. Is there any solution to this?
Migrate emails to Zoho from another CRM
Hi, is it possible to migrate email communications from Batchbook CRM to Zoho? If so, how?
Zoho CRM Accounts
Hi Looking for Help. If we convert a Lead in Zoho CRM so we have a opportunity/potential on this then by default it creates an Account on the system. However if we want the CRM to manage information on our current customer base where would we keep the base information. Not sure if I want it all merged under accounts as this could be confusing. Any sugestions
Creating custom reports
Hi all, I hold a "pro" license of Zoho CRM. Can someone explain me how I should create a custom report to see the activity of our salespeople in a day. Let me explain what kind of reports I would like. - first: is it possible to have a report with leads, accounts and contacts ... "merging" some fileds (for the moment, if I run a report with a column for the lead's company and another column for the contact company is uses 2 columns ... I would like only 1 ... - second: is it possible to create
Multiple Currency
Hi I want to activate multiple currency however after reading the manual, I do not see "Add currency" in the company details section. Regards
Problem with "closed" user
Hi there, I've got a problem with one of our User accounts in the zoho CRM. The User has the status "closed" and email-address states: "user does not exist". The problem is, that the user counts against the total for active users. Is there any way to reactivate this user with the existing email adress? (There is no acitvation link or any action I can take) Thanks for your help Carsten
Task Templates removed in new zoho?
I'm trying to create task templates. So when a user adds a new task, they have the option to use a predefined template which automatically inserts fields into the subject and body of the task email that is sent out to the task owner or assigned owner. Google shows this is possible but the sections in the tutorials do not appear to be in Zoho anymore. Was this moved or removed?
potential age modification
there is no ability to modify the age (creation date) of potentials. this is required in order to keep track on the age of opportunities when importing from external source
How do you change the fields available under Contacts when in an Account View ?
Would like to know how to change add/delete fields that are visible when looking at a contact under an Account view? The current fields are: Contact Name Email Phone Mobile Fax and would like to change them to delete "Fax" field and add "Title" also would be great to know how to re-arrange the order if possible as well...... Tried under Setup but that does not change this particular view.... Advise and thanks
Upgrade to Yearly Subscription
We have the professional version ($20/month/user) and we pay monthly. Where is the option to upgrade to a Yearly subscription? ARMGroup
Leads are not loading in the CRM when submitting the Leads Form...
Hi, I am having the same problem! The leads don't get posted in the CRM... Here is where the form is http://profitwarrior.ca/forms/lead-capture-form/ and here is the redirection http://profitwarrior.ca I succeded only once and the form never worked again... can you please help? Thanks
Saving mail to different contact.
Think I may have asked this before, but is it possible to save and email to a contact that is not the sender or the receipient? For example saving a Paypal payment receipt that comes from Paypal, to the contact that made the payment. This should be pretty basic, but I think the answer came back last time that it was not possible...or maybe I dreamed it...
WHAT IS THE MEANING OF CRM?
What is the meaning of CRM?
Stage Field - not updating when click edit on Potentials
When I open the Potentials Tab, I can't change the Stage value by clicking "edit" next to it - have to open the full Edit to make the change. However I can change other fields without opening the full edit. Is there a way to change that for Stage?
How to use Zoho CRM remotly?
How to use Zoho CRM remotly? I mean, how can I check the pop up on my boss' tablet? Tks Ilenya
Migrating the Notes when promoting a Lead
Hello all When promoting a Lead to a potential, is there a way to keep the notes that have been placed in the lead? It would be really useful if we can Failing that, after a lead has been promoted, how do you go and review the notes of the "promoted" lead? That way I can manually copy the detail if required. Thanks Gene
How do I add quotas for sales people?
And are there any current user guides for Zoho? The Zoho for Dummies on Amazon is from 2009...
Workflow Rule- Contact Task not applying
I'm trying to set up a rule where a task will come up to send out a birthday card to the contact a week before their birthday. It is not applying the task to the contact if the date of birth needs to be edited. Here's how I set the rule up: 1. Basic Information: Module: Contacts Rule Name: Birthday Card Status: Active 2. Execute On: Create or Edit (for new contacts and the "edit" so I can go back and make existing contacts work) 3. Rule Criteria 1- DOB isn't empty 2- AND DOB is before
Ignore Mandatory field on leads import
Just a suggestion to have an option to tell Zoho to ignore mandatory fields when importing leads so that rows on CSV files with blank fields still are added.
Deleted Quotes
We created a potential and had a quote associated to the potential. The potential was added to an incorrect account so we changed the account name. The potential is now correct however the quote has disappeared, possibly deleted(??). Is there any way of retrieving this quote? Thanks... Ted
stage create times
HI we have put in some existing data in our system and I need to change the modified times of opportunities on some of them. I understand this is unusual but it is effecting our reports. Any help would be much appriciated
Custom View
I need to create some custom views for my date fields, for instance reviews within the next 30days or Birthdays in the next 30 days...I can't seem to find anything in that criteria
how to change currency and separate first name and last name
Hi all i need to have USA currency and UK currency in two separate box's but for the life of me i cant work out how to add the USA currency. My last question is when i search for a name on my list i need to search by last name but zoho has added the last name and first name together even though when i add the record i add the first name and last name into two separate fields. Any help would be much appreciated .
Can someone help with CRM trouble shooting consultancy?
We are a small setup, been using the CRM for about 2 months now and want to weed out wasteful methods and get useful tips. Also some bit of training for report generation etc.
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