Notes not appearing in lead view
Hi, I have several instances in Zoho CRM where a note exists that is related to a Lead does not show up when viewing the lead. I know that the note exists because it shows up in searches. Does anyone know why this might be happening and how I can fix it? Thanks!
All notes in Potentials and Leads disappeared after deleting unused field
Help! I deleted a custom field in Leads and Potentials (which was never used in the first place). I got the warning message saying that any data in that field will be erased if I remove the field, which was fine (because there was no data in it in the first place) so I proceeded to delete them. Now, when I look at my Potentials and leads, all of the notes pertaining to each of my potentials are gone! Can you please help? What happened? Kind regards Gene Reynolds
Missing Field in Tab View
I have added "Potential" look-up field to Puchase Order and added to the tab-view(front page) that staffs can easily view which potential the purchase for. The "Potential" view was display fine and suddenly it disappeared from the view two days ago. When I click into the created purchase orders, the "Potential" is still there, and it just not showing anything on the display view (whole column is blank, just has the "Potential" heading on the top) The interesting thing is, when I printed the view,
Activities View
Hi All, Is there any way to add the Account Name associated with an activity to the Activity View? Thanks
Can a lead be converted to a contact?
Can a lead be converted to a contact?
Selecting Fields as non-prinitng
Is it possible to select a field as non-printable? i.e. it appears on the quote for internal information, but is not printed on the pdf/email to the customer?
Customize mobile view - looks messy
Hi, In the desktop edition, I have organised the fields in order to makes it easier to edit or add a new lead. I have created 2 columns, each for a different "section" which looks good in the desktop edition, however, when I look it on the mobile edition, it seems pretty messy. The columns are mixed to make it one, and should be one section under another, not all together. How can I modify this?
Prevent duplicate lead creation from web to lead
We are using web to lead creation and it seems to work well. A problem we have is when a prospect fills out 2 or more forms on our website and clicks submit. This will create a duplicate or even triplicate lead with the same email address and user information. Is there a rule we can run that will prevent a lead from being created if a lead with the same email address already exists? We would like it to create a new lead if the previous lead is 30 days old or older but not if the first lead was
I'm looking for a detailed look at how a small service company uses ZohoCRM...
I've been using ZohoCRM for a little over a year, I think. One stupid little feature required me to jump to the Enterprise edition of ZohoCRM, from Professional. I'm mildly annoyed, but I know there are a lot more ways we can take advantage of the software than we currently are, especially now. So, I want to make the best of it cause I know it can make our business better. I realize that when we first got set up with Zoho, I was moving here from SugarCRM and the move was more than a little sloppy.
Background-image in a inventory template
Hello, I have the following queries: - I'm trying to use the CSS property "background-image" in inventory template to customize a quotes, but does not work. - When I export to pdf amending the font size of the text and the font family. Is there any way to fix it? Kindest regards,
Linking details from Contacts to Potentials
I would like some of the details/fields entered in the Contacts to be automatically brought over to a new Potential. I have tried using lookup which didnt give the desired result. I basically dont want my client to have to re-enter details they would have already typed into Contacts, Any ideas? Thanks
Bird's eye view of what department (and status) a lead is in
Hello, All our employees from all departments in our lending institution are part of the CRM. Our business is b2c and focused on an individual - his place of employment is only a field to us. Departments are identified and classified under roles and profiles. At this time, we only use the lead module. This is where all employees operate. A lead turns into a client within the lead module based on a status. The following is the traversal of the lead on paper: Web to Lead -> Screening -> Sales -> Verification
Trying create a new task for a lead and contact
Whenever I pick a due date from the dropdown calendar, the dialog box for the activity just disappears and no activity is created, but if I manually type in the date, it works?
CRM contextual gadget for GMail breaking meeting invite emails
I submitted another related post about this (but it is still awaiting moderation), however it seems as though we've found the cause of our problem. Whenever a GMail user has the Zoho CRM contextual gadget displayed at the bottom of a Zoho meeting invite email the email gets altered in some way that adds a gray background to the body and disables all links (e.g. the join meeting link). Whenever we disable Zoho CRM integration for our Google Apps domain (thus removing the contextual gadget) the
Website Integration problem. Web-To-Lead Form
I create a new form from the Website integration page, I can add the HTML script to my website, but when a user signs up using the form, the data dose not show up into my ZOHO Leads area. Its doesn't show up anywhere? need help!!! :/
Showing all notes for an account by default
When looking at the account tab, there is an area for notes. Clicking 'Show All Notes' will also show notes for the contacts associated with the account. Is there a way to enable this box to be clicked by default?
'Notes for this lead' missing
My 'Notes for this Lead' on the Task screen have disappeared. They are still there on the 'Lead' screen. It just started today. What's happened and how do I get it to work properly? Ray rlefenfeld@ozmosys.com
Notes - I cannot see any Notes in any record.
Help. I cannot see notes that I know exist for prospects. They were there yesterday but gone today. Is there an issue with ZOHO or is there a process to get them to appear?
Cannot create 'Designation' on Leads
When I attempt to create a custom field called 'Designation' on Leads, I get the error message "Field in the specified label already exists for Leads". The language is set to English and I don't see any label by the name 'Desgination'. Kindly help.
Email merge field from Product Details not working
Hi there, When I try to include a merge field from product details i.e. ${SalesOrders.Product Details}, on a Sales Order template, the product details do not show up in the mail wheras the rest of the merge fields are ok. Is there a problem with merge fields from detail sections ? Ps this is urgent as I need to give a demo soon :-) Thanks Andrew
When administrator uses Zoho CRM Mobile Edition, the app on Mobile syncs with Web (Cloud) Edition, all the other user's data will be deleted , WHY ?
When I (administrator) use Zoho CRM Mobile Edition on my Android mobile, the app on Mobile syncs with Web (Cloud) Edition, all the other user's data will be deleted , WHY ? After that, when I de-active that function (CRM Mobile Edition) of administrator, everything's ok! And now, I'm very afraid of using that plan (active Mobile Edition) agian Who can help me ?
Formulae for lapsed days from the date of creation.
What is the formulae you can insert into a field to get lapsed days from the creation date? IE the field must display the number of days since the record was created.
Report on mass emails sent
How do we check if our mass email was received and opened? Does Zoho generate such a report? Any suggestions?
How do I customize how a page is displayed
Hi, How do I modify the way a page looks. For some reason, everything in one of my tables changed where all the data is aligned to the right, causing the the page itself to be vertically very long (taking up two or three pages). Where do I go to fix this? thank you
Tasks assignment
I can assign a task but I cannot follow up on it. Why do you not have a feature to assign task but the give me a list so that I may monitor the task list.
Web-to-Lead form troubles! Help!
For some reason this doesn't work. I have tried it out several times, on the page it belongs on, and then once i created a page with nothing but this form on it. I enter the information, it takes me to the page I entered for it to take me to after the lead is submitted, but the lead never appears in my CRM and the automatic email never shows up. Has anyone else had this problem?
Process automation & emails to many contacts
Hi all, I'm looking to move to Zoho CRM from a custom-built application for our small travel company. We have about a 1000 clients (B2C) per year going through a standard process with about 30 steps (booking received, booking confirmed, sent an email to wish safe trip, etc). Much of the time saved in our current CRM is by creating todo-lists based on this process, and then performing an action for many clients all at once. For example: All clients with a confirmed booking leaving in the next 14 days
Drag and Drop Files from Desktop to Document Library
Document Library in Zoho CRM gives you the benefit of - Saving storage space Sharing files easily Keeping files organized for quick reference Avoiding duplicate versions of the same document Sending documents as attachments in emailsYou can add one more benefit to this list: Saving time with the hassle free uploading of files using the drag and drop option. Spending time in search of the right files in your computer and then uploading them maybe a little bit tedious. Instead, you can drag and drop
What edition do I need?
I want to hide potentials from one user to another, so they can only see their own potentials. Is that possible with the Professional edition or do I need the Enterprise?
Attaching documents from Zoho Docs to emails sent from Zoho CRM
Hi, are there any plans of making it possible to see a list of workspaces from Zoho Docs when attaching a file from Zoho Docs to an email being sent from Zoho CRM. Currently only your own files and "files shared with you" are viewable. To view and be able to access workspaces could be great... In most organisations all documents are shared between users by using workspaces, so not being able to see them when attaching files from Zoho Docs to emails is a major downside... This is by the way not only
Lookup Field in Events
It would be usefull to have a lookup field within "event" to link a product to an event. Example - event has lookup field for customer if we could look up product aswel we could store info for customer, time & product for an appointment. Also when hovering over event on calander shows same info.
Populate Contact info with Account Info
Hi, When creating a contact, is it possible to populate the contact form with info from the related account record, like phone and web site. Thanks, Nils
How to handle Return Merchandise Authorizations (RMA)?
Is there a way to manage (and re-add to the inventory) products that have been returned? Is there a plug-in for this? This might involve also modifying the invoice or handling some sort of credit to the customer.
Insufficient Privileges to perform this operation. Contact your Administrator.
I am the administrator but I can't perform reports?? Can some one offer any advice please. Thanks
How do I delete a field I do not need in a form?
Hello, I own a Home Party organization and there are many fields in the sales order and account forms that are not pertinent to what I do> I also had to add several fields that are critical. How do I delete the ones that do not have an 'edit or delete' option next to them? I want to keep the form clean? Thank you Lisa Mitchell
Can you convert backwards making a contact / account back to lead
If you make a lead into a contact / account and is was not supposed to be how do you convert it back to a lead?
How do I enter Matrix pricing into Zoho?
How do I enter Matrix pricing into Zoho? My part pricing varies depending on volume and Calendar Year. When I generate a quote I need to include the matrix pricing for several volume levels over a span of about 3-4 years.
BCC Dropbox not working
The BCC Dropbox does not appear to be working. I have tried sending an e-mail to an existing Lead as well as a Lead that does not exist [hoping this would create a new lead]. Neither worked. E-mail was not returned undeliverable, it just never showed up in Zoho. I do not have the paid mail add-on, but it's my understanding this was not required for the BCC Dropbox feature. I am a new user and have never had it work successfully, so there is a chance of user error, but I think I have double-checked
Custom field not available in leads custom view
Hello everybody, I'm a newbie to Zoho + working on the French version so I will try to be the more precise possible. What I want: create a custom field that I can display in my "All leads" view (see attached picture 1) What I did: create a custom field; it's called "Note" and gives a mark to a lead (from 0 to 3, 3 being a very good lead) (see attached picture 2) My problem: i can't find the field "Note" in the available columns when I want to modify my "All leads" view (see attached picture 3) The
Custom SMTP
Hi, Many ZOHO CRM user want the posiblity of a custom SMPT sending service. Why is that ZOHO only offers ZohoSMTP? I want to integrate Sendgrid. Please update me on this. Richard
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