Reporting on notes
Is there a way to pull a report on any/all notes added to accounts or contact for a particular day ?
Exporting Contacts
When I export contacts I only get about 3,000 of my 13,000 contacts exported. How do I get all of them exported? Thanks
Linking events to accounts/contacts and showing account name in event page
When I create a new event (from either the activities tab or directly in the account or contact pages), the event appears in the list of events in the activities tab, but not on open/closed activities section of the account/contact. This is unlike calls, which DO appear in the list of open/closed activities Also on the event page, it lists the invitees, but you cannot link to the contact - it is just black text as opposed to a blue link. Also, on the event page it doesn't say what account the
Suggestions to make Zoho CRM more useful
I've looked for answers to the following issues in the Zoho CRM forums, but can't find solutions. Here's my Zoho wishlist: I would like the date and time of each activity to be displayed, together with the name and phone number of the contact and the name of the account. (Events can't be associated with an account, only with a contact. I'd like to display the name of the account for EVERY activity.) I would like to display all the activities I need to do for each day. (Events have a time, but tasks
2nd Product Unit Price
I cannot seem to get the 2nd products unit price to be listed in a html document I am creating. I have already put the id="lineitem" in the tbody surrounding the area with the products being listed.
Web to Lead not notifying the Lead Owner
Notify Owner : Notify Lead Owner As you can see I do check the box to notify the lead owner, but the email is not going out. It used to work on all our forms but no longer work on any of them. I have tried regenerating the code in zohocrm and pasting it, but it doesn't fix the problem. The rest of the form works fine including emailing the person who filled out the form. But, it no longer notifies the lead owner. Help!
mailchimp to ZohoCRM integration
Check out our MailChimp to ZohoCRM integration. http://www.tacticscorporation.com/products/create-mailchimp-list-records-from-contacts Ray Tetlow Tactics Corporation www.tacticscorporation.com
Duplicate entries in report drawing from two modules
I have created a report that pulls information from Leads (i.e. leads is the Module for which the new Report has to be created) and where the related module is Activity. When I run this report some leads are duplicated, and some with an activity appear 4 times. Does anyone know whether there is an existing resolution for this or is it a bug. If the latter is a resolution scheduled?
Is there any way to implement an employee hour report?
I need to implement in our system an online hour report system for our service providers. is there anyway to do this via zoho?
Event Status Not Visible
Hello, I am trying to edit the status on an event but the status field is not visible for alterations. I tried to add a new field named "status" but an error message popped up and said that the field already exists when it doesnt. I also tried to mass update the events status to completed but it did not work. What is wrong? Thanks, Alex O
Using Tab to go to text boxes
Not sure exactly how to title my question. When I am typing in information and I hit tab ("tab" on my keyboard) it doesn't always go to the next field; sometimes it just goes down to the bottom section. For example, when I typed in "Circle P Ranch" into the company field and hit tab it jumped me down into my Description section. If I keep hitting tab it will go back to the top and go through all the fields and then still skip right over the address section. In other modules I have similar issues
Eamil Template
I have an email template in an html format. None of the Images are displayed when I send an email. What can the problem be? All the images are online.
Formula/Reference help
Hello, Hope I'm not asking something already answered, I've looked but couldn't find. And apologies if I'm asking it poorly :). I am trying to customize an insurance agency crm. I have a CLIENT module that has the client's MONTHLY PREMIUM manually entered, and a CARRIER (selected from the CARRIER module using a lookup when entering the client's info). Each Carrier in the CARRIER module has a "Number of months advanced" field and a "Commission Percentage" field. I want to perform a calculation on
Zoho CRM 'users' not receiving emails to invite them into program
I have a 6 person subscription for Zoho CRM, and have created several users. Some are now deactivated, but when i try to create 2 new active users (within my licence), the users don't receive the emails asking them to confirm access. I have tried de-activating them and re-activating them, and re-inviting them, but nothing seems to work. Please help!
Zoho crm company account
Hi , we started using zoho newly so I decided to set up a test company crm account (Radius Partners Consulting) to test the capabilities of zoho crm . It's a great experience, we will start using zoho applications for our office but the issue is my collegues set up a new crm account under the name radiuscyprus and they cant invite me neither i can delete this test account. How shall we proceed??
Find and Merge Duplicates option doesn't show up
Under Leads tab and More Actions, all I see are: Mass Update Change Owner Print Mailing Labels Mail Merge Where can I find the Find and Merge Duplicates option? (https://www.zoho.com/crm/help/miscellaneous/merge-duplicate-records.html)
Export in PDF in Qoutes and Report and other feedback
I currently start using zoho crm. Exporting Quotes to PDF does work, but the resolution is very low. The letters are not sharp. While exporting report to PDF gives a good resolution, but the formating is not correct. No margin at left and right. Does this known? Other thing: Is it possible to remove attachement from email to save storage? Data sharing: User A and user B are in the same team. They have full acces to their record. But they should only share some information. A may know all leads of
Monitor Salespeople Activity
I can't find out how to monitor the activity of my salespeople in ZOHO CRM. I'm sure this is simple and I'm overlooking something, but I can't seem to find out how to do this anywhere.
HTML - when code is loaded only shows pictures with little red crosses
When I upload my HTML code, the system uploads the page but shows a blank page with red crosses on all the sections. I know the HTML is working as I have used on my outlook email.. Please help!!!!
ZOHO Deleted my CRM and Support Account - They Won't Respond
ZOHO deleted my CRM and Support account because canceled my paid support account and went back to the free edition because they could not resolve a support issue for over a year. They won't respond on my they removed my CRM account / Access or Support account. Anyone else experienced this?
Moving through accounts in the accounts list does not work
Click on tabs Account, then go to an account further down in the list and click on it. It will show you the account details. On the top right side of the account detail list there is a left button and a right button (they are in the row where you have the edit, delete clone buttons on the left). If you click on either the left or right button, it will not give you the previous or next contact in the list, rather it will give you the first or one of the first buttons in the whole account list. For
How do i change the domine?
I need to change the domine that i use to have in SOHOCRM and SOHOPROJECTS for a new one. how I can do that??
How do I restore account to it's orignal version?
Hello, I had made some modifications to my CRM but would like to restore it to the original version. How do I do that? Thanks!
Linking Solutions to Cases
Is there any way to link Solutions to Cases? Are there any plans to add additional functionality around this feature? When would they be available? Thank you.
All Accounts
My colleague and I have the same permissions but when I view "All Accounts" I do not see what she sees. Her view shows all while mine is showing "Recently Created Accounts" even though my heading says "ALL!" !! Please help.
broken css in task view
Hi, when we edit a task the css seems to be broken when you use 2-column view and a multi select field is on the right side. Browser: Chrome, Firefox (latest).
Downgrading and Billing
Hi, I am a Yearly subscription users with 10 users of Zoho CRM. The total fees for the 10 users have been paid for upfront. After using for 3 months we need to downgrade it to 5 users as our number of users has reduced. Question: How do we get a pro-rated refund as we are no longer using the 5 users for 9 months (12 - 3)? I have sent an enquiry on this to support@zohocrm.com since 7th June 2013 and have not gotten a reply till today.
Attach PDF from Google Docs | Unable to process your request
Just wanted to report an error: When attaching a PDF from google docs I receive Unable to process your request.
email template to prospects
Is it possible to create a series of emails to automatically go out to a prospect? When I come across someone that I would like to do business with I would like to enter their name into the system and have it automatically send a series of a few emails (over a period of a couple of weeks) to this prospect. The emails aren't trying to sell them anything, just trying to connect with them and schedule a time to talk etc. Is this possible within Zoho? Thanks,
Decimal places not saving
In crm I have set potential decimal points to 0, but it refuses to display this status in potential reports
Moving a name from "Contacts" to "Accounts" or Clients
I want to shift names out of the contacts module into something that designates them in project, accounts or clients. How do I do this??
Edit Criteria Time Settings
Hi, I was just trying to run a filter on Zoho to only search bills with a due date of the current month. Unfortunately Zoho only allows you to select 'Date' is 'Today' instead of 'this month' or current month. I could select the Date to show between a certain time frame which would return the results we want but then we would have to update those views every single month with different date criteria. If it would just show 'current mont' or 'this month' then the view would work indefinitely. Thanks
Potential Sale - Unable to enter dollar amount
There appears to be an intermittent bug when entering the potential sale dollar amount in the "Amount" field. Sometimes we are not able to enter an amount in this field. If we log out and then sign back in it seems to clear up. Please advise if this is a bug and when it will be corrected. Thank you very much
Partnership workflow advice needed
Hey Guys, We often pitch projects to our partners clients, where I have to both pitch our partner on the idea as well as then pitch to the client directly in partnership with them. I'm struggling with how to represent this in our workflow. Should I enter the end client as the opportunity/lead, or our partner? I've added "partner" as a lead source option, but I really need to know which partner specifically. I've added a partner dropdown to select the partner, but it's a pain to maintain that partner
Not all users can see contacts. How do I enable all
Not all users can see contacts. How do I enable all
Problem on Modification of a prospect sheet
Hello, I have a problem since this afternoon. When I view a prospect sheet in the "description" tab, no change is possible, and when I try to change then I click save, I get the following on a pop up error message: "error: null ". I tried to restart, but to no avail, this still does not work. Thanks in advance for your help Best regards
20 min wait and no help!
Called sales to find out how much it costs to increase email to limit of 2250 per day and waited 20 min with no HELP! I also setup a chat to get this simple answer and was referred to sales@zoho.com This is something that should be POSTED!
urgent-Error:null in custom text box (CRM)
I have used this box repeatedly using the same text I copy and paste in each time. Today I'm getting the same error - Error:null everytime I try to use.
why when i am changing description of a lead does it say error: null
When changing the description on crm of a lead it comes up with error:null It hasn't done this before?
Problemas - Salvar Campo
Bom dia. Ao tentar Salvar qualquer informação no campo Observações o sistema acusa Erro:Null (conforme documento anexo). Gostaria de uma ajuda de vocês para resolver o problema. Atenciosamente. Francisco Duarte
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