Insufficient Privileges to perform this operation only when sending mail with $(Current.User.Email)
I run my current Zoho CRM with an administrator account with full rights. When I send an individual email using a template to a Contact, it works correctly. When I try to send an individual email using a template to a Contact but I try to change the email sender, it no longer works, I get the well known error message : Insufficient Privileges to perform this operation. Contact your Administrator. Does anybody know what I am doing wrong ? Thanks, Jérémie
Filter Contacts using Account Info
I have a custom field in Accounts that describes the account type. For example: Vendor or Customer. Each Contact is associated with an Account. How do I create a Contact View to only show those Contacts that are associated with a certain Account Type? For example to show all my Contacts that are Customers so I can send a mass email.
Zoho CRM Formula
I need help with a formula. I am paying people to enter leads into my Zoho CRM. They get paid based on how much information that they provide. For example, if they enter the Leads First Name , last name and Property address, they get $3. If they ALSO add Phone Number, Reason for selling, they get $5. Is there a way to write a formula for Zoho CRM that will recongnize which fields have been completed, and automatically generate a dollar amount that is owed based on the number of fields that are
My form won't create a lead or send the automated email?
I've created two forms according to the instructions. But when I fill in the fields to test it and hit Save, it goes to the next page but I can't find the new Lead details that should have been created and I don't receive and email? I even just made a form with first name, last name and email, and it won't work from the get go? What gives?
cant post values on the fields under leads
there are only 3 filed that we can post values under leads module, how can we fix this?
New custom field error
Hi, we are Zoho CRM user, im trying to make a new custom field in potentials, custom type i'm selecting is string and it gives me following error For the String type custom fields (which includes Text, Pick list, Multi-select Pick list, Email, Phone and URL fields) you can create a maximum of 50 fields for Potentials. i have created custom form with custom field and i need this to make other new fields. can someone guide me how i can get rid of this error? thanks Swapnil
How to access Vendors on the Mobile App
I downloaded the ZOHO CRM app on my iphone. But the app doesn't display the vendors. How can I access vendors on my phone? Thanks!
New Drop Down Menu is too short!
Zoho - You recently made modifications to "improve" the look and feel of the CRM UI, however the shortening of the drop down menu's in the LISTS section, is horrible. Please revert back to the style that would put the name of the list on ONE LINE The new style (see screen shot) is extremely confusing and does not promote better productivity, in fact it slows down usage, is extremely hard to read (especially when we have over 100+ list names). Which list is easier for you to read in this example...
Multi-table formula fields
In managing thousands of leads, it is extremely helpful to us if we can have fields in the leads list that display such things as the number of calls we have made to a lead; or conversely to have fields in the actions list that display lead information such as company size. This makes it easy to prioritize the action list (e.g., mass update the SMBs to high priority), or to take appropriate further actions (change the lead status after X calls have been unsuccessfully attempted). Is there any way
Adding more Custom Fields
Hi, I have a few questions: Is it possible to add User.Role (something like ${User.Role}) custom field? Is it possible to add some kind of a custom picture for each user (for example an image of a person's hand-written signature)? Is it possible to add User.Signature custom field which will contain data from the user's Signature field? Looking forward for your help.
Custom Field
I want to create a custom field called "expected revenue this fiscal year" which would look at the Amount of the potential and look at the closing date and calculate out by number of months left in the year the revenue for current fiscal year.
New Layout in CRM - Dropdown Menu too short
Hello Zoho! With the recent updates you (Zoho) made to the layout, you accidentally made the drop down menu too short. Please lengthen it so that the full name of the lists we create are on ONE LINE. It is visually confusing to jump to a new list with the crammed, word-wrap style it currently has. Previous Easy to View Version (See Example below...) Clients with Red Hair Clients with Blond Hair Clients with Black Hair Clients with No Hair Red Hair - Zip 90210 Red Hair - Zip 90216 New Confusing Version
Are Inventory Assemblies Possible?
Am I missing how to create an assembly from established products in Zoho CRM? This would seem like a very basic function, but for the life of me I can't figure it out.
Email Template Max 32k Characters? Work Around?
I use a standard HTML template in my business to reply to email inquires and tryed copying it into a Zoho CRm email template.. It copied fine and the preview displayed the HTML fine but when I went to save it it said the email exceeded 32,000 characters.. It's not a long email.. I guess it's the HTML code that is long.. I don't even know how to tell how many characters I'm over. The HTML of the email is attached. Any ideas on a workout for this? I need them email template .. I figure I coudl
New Options in Workflow Management, Now Available in Professional Edition
Following are the recent updates: Execute Workflow Rule on Delete - This option is now available in the Professional Edition also. Using this option, you can trigger workflow rules when certain records are deleted. The delete action includes: Deleting a record from the Details Page. Deleting from the List View (One by one or in bulk). Using the Mass Delete feature. Deleting from a record's Related List. For example, deleting a contact under an Account.Record Owner, Record Creator & Record Owner's
Forecast/Quota - filter by salesperson?
Hi - I currently use Zoho CRM and Zoho advanced analytics. I want to use to forecasting tab to input the quotas for each salesperson separately, and see what they have sold individually against their own quotas. Every time I create a new forecast it shows the total sold in that quarter by everyone. I want to filter based on each salesperson. Is there a way to do this?
Error during report create
When I generate the report, the custom field dont seems to update? i.e. I create a report name Lead Conversion across Sources which by default is available in the system. However, the lead source are not updated, it remain the old value that I created initially. What can I do about it?
Attachments to emails sent via ZohoCRM won't open
Hello, We've noticed when sending emails via ZohoCRM that in some rare cases the recipient cannot open the PDF attachments. The pdf has a ; at the end of the name preventing the computer from automatically recognising it as a pdf. We've tested this with various templates, different PDFs and sending the same PDF via Outlook and even SalesForce (from another business we work with). Specifically this happens when sent from ZohoCRM to anyone using Goldmine to open their emails. Is this a known
Is it possible to calculate the total value of the products assigned to a lead?
No - but, if you have a SMALL number of products with FIXED VALUES you can cheat and create custom fields in the leads that align to products - create 'check box' fields for each product (e.g. product 1, product 2, product 3) and then create a formula field - currency, 2 decimals and use this formula If(${Leads.product 1},150,0)+If(${Leads.product 2},10,0)+If(${Leads.product 3},311,0) this'll calculate a total for the boxes checked - then if you also have those fields in your potential, you can map
Contact List View- Can't see full View name
For some reason you cannot see the full name of the "contact list view" as you could before, since it is truncated. Many of my view names are lengthy and I need to see the FULL title of the view so I can differentiate it from other similarly named views. Any problems? Dan Guttman
user name and nick name
will someone please tell me where I go, to find out my user name in crm? under personal settings, and in zoho accounts, all I can see is my nick name. are these the same?
Web CRM on Android tablet showing all
I have been using the CRM web version on an Android tablet as it's much more functional than the Android app. When I look at Columns in the Leads/Accounts edit mode, I don't see the list of columns - Selected or Available. Will this change?
Can't connect to Zoho CRM with Internet Explorer 10
I can't connect to Zoho CRM with Internet Explorer 10 https://crm.zoho.com/... I made some tests: It works perfectly with Firefox, Chrome or Opera, even with an old version of IE (6 I think) With Internet Explorer 10, I can access to Zoho Invoice, Project, Writer or Creator but not CRM Same problem with 3 different computers Unfortunately I must use Internet Explorer Do you have a problem of compatibility or security with IE, or is there a specific security parameter to set ? If a compatibility
Potentials column layout
The potentials column layout is currently [Potential Name - Stage - Closing Date - Account Name]. I want to change the column order to [Account Name - Potential Name - Stage - Closing Date] I tried dragging the column header but that is not an option. How do I change the change order of the columns on the potentials page?
I want you to improve（KAIZEN） {I want you automatically to calculate a consumption tax of estimate(invoice).}
Hallo, I use CRM for 4 years in JAPAN. I may continue appealing for some time all the time. When I make a written estimate(invoice), I cannot calculate a consumption tax automatically. I have sometimes suffered a loss. Please I want you automatically to calculate a consumption tax of estimate(invoice).!! I want to improve one more. I want to replace item!(Like a zoho invoice.) When I want to insert an item,I must delete under the item. I want you to do something about that. I love zoho!!
payment formula has no errors
I have created a loan payment calculator in the Potentials Layout and the formula field will not return any results. Fields: Amount Term (in months) Advance Payments Int rate Future Value Payment (formula field) (${Potentials.Amount}-${Potentials.Future Value}/(1+${Potentials.Int Rate}/12)^${Potentials.Term}/((1-(1+${Potentials.Int Rate}/12)^(-${Potentials.Term}-${Potentials.Advance Payments})))/(${Potentials.Int Rate}/12)+${Potentials.Advance Payments}) This formula syntax has NO ERRORS in Zoho
Lead highlighting
Is there a way to highlight a lead so a second level can know which ones should be paid attention in an orderly fashion? A competitor (Freedomsoft and others) allow for this. It would be a nice addition to Zoho to include this type of ability.
Plans for Supporting Blackberry Z10 with the new os?
thanks Ben
Picklist for product inquiry on a web to lead form
We would like to create a web to lead form that our prospects could fill out that would ask for their name, company, email, etc. as well as a drop down that says "I am interested in..." (with a pick list for them check all that apply) We want that information feed into our lead record so that when we call we can be specific about what they want AND if we wanted to filter our leads/contacts by what product they are interested in, we could do that too. What is the simplest way to do this? And is there
Is it possible to do a conditoinal update of one field from another?
I have exported a large database from zoho crm to Excel and made changes, some of these to surname which means I get a duplicate when re-importing. I want therefore to re-import new surname in a separate temporary field and somehow do the following: If [newsurname] is not empty, replace [surname] with [newsurname]. Is this possible. It will be a big job to do manually so don't mind if I need to hire someone to do some programming, if possible... Elling
Data export and re-import
1. When I import data, I can choose the encoding. But when I export data, all Chinese turns into "????" What can I do about it? 2. I wanna export the current data and edit them on excel. when I import again, it duplicated. Many thanks
Web to Lead Problem
I have embedded the code, but then altered some of the pick list options in the fields. Emails are not arriving from our website. If we untick a pick list field, will this stop this form working on the website? If we change pick list items will this stop this form working on the website? If we make any changes to the pick list fields, do we have to generate new code and replace existing code on the website?
Account field in contact set up
When setting up new contacts, the account field linking this new contact is missing. How do I activate it?
Translation by Zoho community (Crowd-sourcing)
There are services on the web that allow you to have your community translate your page in all languages known to man. You really need this, cause, for example, the german translation is really bad. Failures on every page. Let the native speakers help you! Crowd-sourcing is so 2010
Russian localization
Hello. If i choose my language as Russian in the profile settings (accounts.zoho.com) i can see some menus and options translated to Russian language. But they are few and the localization is not very good. Unfortunately, i can't choose Russian language in the Business settings. So my question is what the status of the Russian localization is and would you like some help with it? I have a lot of experience with localization of OpenSource projects and will be able to help you if you provide me an
CRM Limitations and lack of foresight
I'm starting to like Zoho CRM but I often seem to wonder about how they have come this far when they miss basic common sensical implementations. I have quite a few that I've been through over the course of our few months of being a customer. Variables would be great in subject of workflows. For example, if I create workflow alert to popup a reminder to the user to "Try calling again" .. it would be great if I could subject it as "Try calling {FIRSTNAME} {LASTNAME} again at {PHONENUMBER}" like they
EVERYONE COMMENT - PLEASE! - Zoho is missing this GREAT FEATURE!!!
EVERYONE COMMENT - PLEASE! - Zoho is missing this GREAT FEATURE!!! in Zoho CRM • Using Zoho CRM • 1 year ago I just spoke with a Zoho representative and if enough people request this feature, they will add it!!! Please spread the word. Comment, repost and call Zoho 1-888-900-9646 and request this valuable addition!!! This is what WE ALL WANT > View SENT EMAIL info in LIST VIEW!!! Please Zoho - let us have the option to view the "SUBJECT", or more importantly the "DATE" of sent emails for ALL
Contact Paid Installment, where do I put that information?
Our customers are constantly paying in installments. What is the clearest and most efficient way to keep track of that information? I would like to keep track of how much has been paid, when, and how. Also if possible when is the next time we should charge their card for the next installment. How can I do this? Thanks!
Audit Log - seeing more detailed information
Is there a way to see what was specifically updated in the audit log? We need to see when someone changes the owner of a record. - Kevin
Work flow to set calendar schedule
Ok, we are a Flooring Contracting company using Zoho to keep track of our jobs and automate the process as much as possible. We would like to set up a workflow that will automatically complete the following tasks. 1. Schedule the job on Zoho Calender as soon as the field "scheduled" is selected from the drop down list. 2. Add the appropriate contacts to the schedule based on Contact type (Lead Installer, Installer, Helper, Lead Demo, Demo) 3. Send an email invite or email update the contacts 24
Next Page