Can't create new prospects
Hi, Since this morning, me and my team aren't able to create new prospects/leads. In fact, we can create the prospect, but when we do a search we are note able to find that specific prospect called "Test". Is that an isolated issue or is anyone having the same problem? Suggestion? Thanks. Fred.
Changing Category Titles
I'm brand new to Zoho. Looking to Zoho CRM and Zoho Creator together to build a practice managment system for my law practice. I am new to CRMs in general. The terminology used by Zoho of "accounts" and "cases" and such is somewhat foreign to the terminology lawyers are used to. Is there any way to customize my account to change to category titles? Could I change, by way of nonsensical example, "Potentials" to "Guys with Green Hats"?
export contacts from deactived user
I just upgraded from a free to a paid acount on zoho crm. In doing so I deactivated a few of the users that were testing the CRM. I now have the paid version a 1 license. How can I get the contacts that my deactivated users created into the active account without having to pay for a for another license just to activate them from 5 minutes.
What about data if stop subscription and want to change system
Dear Zoho, If I go under subscription and later decide to stop because I want to use a different solution. I need to get all my data out from accounts, to opportunities and activities. Can I free get a dump of or export my data ? If yes, how ? Thanks! Regards, Leon
caractula
Como puedo cambiar la carátula de número de telefono para formato en España, ejemplo + 34 954186584 ?
email allowance
I like the fact that we can send 250 emails per day but I thought that the more licences we took out, the more emails we should be allowed, It seems silly that a one-man-band organisation can send 250 per day but a 100 strong company can still only send that same amount without paying more.. this seems counter-intuitive and basically unfair.
Order of Contacts on an Account page.
When viewing Contacts from an Account page, it seems that the Contacts are listed in the order they were entered. Is there a way to alphabetize or re-arrange them? Thanks for any input - - Leonard
Event Object
By the title of an event I am getting the following html exposed code pop up next to the name. <a class='link' id='ownerName_id' href='/crm/Security.do?actionName=viewUser&userId=784653000000059001'>Jeff</a><input type='hidden' id='entity_name' name='entity_name' value="Power Point"> <a class='link pL15' href='javascript:void(null)' onclick=newShowLookUp('ownerName','ownerId','AssignedTo:*','ownername','fromentityview','','','784653000000012723','null','','784653000000002647')><span class='smalledit'>Change</span></a>
Duplicate screening on import of list
When importing new lists with account names the same as the ones in Zoho, but different locations, will they skip it or import it?
How do I change default Records per Page
I want to display more than the default 20 accounts per page without having to choose "100 records" each time I go to the page. How can I achieve this?
Task Due Dates not available
Starting this morning, 2/21/13 @ 8am, I have not been able to assign due dates to tasks. This has not been a problem until today, I need this fixed ASAP. Any help/advice is greatly appreciated!
Back button does not work!
The back button does not work, whether using the browser back button or the left arrow on most fields. It takes me to some random page I used in the last half an hour or so. I'm using the latest Chrome on Mac OS X 10.8.2.
Email Template on Invitation Replies
When accepting a meeting invitation is there an option to change the template of the email that goes to the client? If not is there a way that you or your team can change it to something simple on our behalf. Regards Stevet
Autoresponders not being tracked
We just set up a Web-to-Lead form with an Autoresponse. Just curious as to why this email doesn't appear in the Lead's history / email activity? It would make sense if this was incl. in the email history, since the next person viewing this contact otherwise
Approving Contacts view
Hello, Is it possible to change the view of which collumns display when I click on "Approve Contacts"? eg. currently it shows a list of them with only the collumns - Contact Name - Full Name - email - Phone - Created Time - Contact Owner This is very limited. Can we add / delete collums to this, to incl. for example "Country"? This would make it far easier to see a quick overview of legitimate Contacts for approval rather than having to click on each one individually to check. Kenneth
Zoho CRM Editing Fields, Industry
Hello. I just signed up and things look good so far. I'm entering in some new leads. I custom edited the Lead Source drop down choices to include a new choice. That went fine. But in the Industry drop down choices, I added something, and it is not appearing. When I go back into the Setup>Account Settings>Fields List>Industry to double check, my new entry appears there. But in the Create Lead interface, it's not showing up. Please see attachment.
Any way to set users to Share Email by default?
I'm having some trouble with the sharing of emails in Zoho CRM. Some of my users have to tick a checkbox for "Share Emails" in the email detail of the Contact. If they don't check this box, then no one else in the organization will be able to see the emails. We have mail add-on licenses for all of our users. Is there any way, as an administrator, to just set a users emails to be shared by default? I've tried using data sharing rules but these don't seem to apply to emails. Some users (I believe
Email address is already taken.
I was trying to add a new user in to our account. I was told that the email address of the user, which is an employee of our company, was already taken. However, we never used Zoho CRM before. What the problem could be?
Two Instances at the same time/ to have a fresh start
Can I create a whole new instance For the ZOHO CRM, virtually a fresh start to pull data from old to the new? I want to clean up our current instance and we believe a fresh start would ultimately be the best way. Can this be done?
Adding website to account form
Why when I add this website http://productivityagent.com/ to an account form in Zoho do I get the message "please enter a valid website" when attempting to save the account form?
Getting a Demo of CRM and Campaigns working together
Hi, I'm trying to put this all together in my head and needing some help. Is there someone who can help talk thru setup issues and options?
Rule to Cancel Rule timer
Task fields used "AC-StartDate" as a date field "Ready for Review" as a Boolean field (True/False) "Status" as text field I am trying to implement a rule where 24 hours after a task is created, if the box ready for compliance is False then change the status. I can create the rule with a timer but I don't know if there is a way to cancel the timer when the Ready for Compliance field is changed to True.
The date the lead was created
When you create a lead in CRM, where do you enter the date of the first meeting? And how do you tell when that meeting was? It seems to me that I shouldnt even need to ask this question. Which means the answer isn't obvious when using the program.
How to add a product to an account?
I have not been able to add a product to an account. It seems the Product Name field is not available as a field in the account details. Is there a way to add product name to the account details? Thanks.
Changing a potentials primary contact
Our lead had a contact, but there is actually another person I need to deal with now that it has been converted to a potential. How do I change the primary contact for a potential?
Tasks not assigned to leads or contacts
Hi, Unfortunately I'm having a recurring issue when I look at my call list. It shows some calls and tasks as not being assigned to anyone. So I know I need to make a call but have no contact. I don't understand how this happens because you have to schedule a call/task from a contact or lead page. Can someone contact me asap about this please? Thanks, Adam @ Reward-it Ltd 020 8266 3339
Setting up multi-tiered accounts, contacts and leads
I'm just getting started and want to set up the accounts, contacts and leads correctly but don't know where to begin. Here is my dilemma: I five or six main lead threads that branch down several levels. I want to keep them all separate so I can communicate with them differenly so I don't want to throw them into the same category. Ex.Government Main category (account?) HHS- under that NIH and several others- under NIH- Cancer research & others Another main category USDA- under that Forest Service
I sent an email on zoho crm but it shows
I sent an email on zoho crm but it shows Sorry for inconvenience. Please try after some time or report your issue in the feedback form given below Something wrong?
Leads and ''Locate Map'' option
Hi Is it possible to add ''LOCATE MAP'' option also to leads? Thanks
Changed primary e-mailadress but in CRM old adress still shows up after clicking sen mail in right column
Can you please tell me what I should do to change this?
Changing user setup
I cannot seem to change certain aspects of a user's setup, including their email address or role. How can I do so (I am an administrator)? Thanks
Connecting Accounts
Can you connect Accounts? - so a business that is a large supplier may need to be connected to a number of clients and each client maybe involved in a number of the large suppliers?
Leads from the same company
I need to keep track of leads within the same company. Can I associate leads with appropriate accounts without converting them to potentials? Thanks! Anna
Why cant't I use custom picklists fields in Email templates?
Subject speaks for itself. I have an email template that is sent out to various people when we have a new potential asking for a quote. I want to include a number of fields in this email, some are text, some integer and some picklists. Is this possible?
Create field that calculates diference between two fields (Price and Amount Paid)
I currently have two fields: PRICE and AMOUNT PAID. I need to create a third field: LEFT TO PAY, which is calculated automatically by taking the difference between PRICE and AMOUNT PAID. Can ZohoCRM do this? How?
View for recent updates?
I've downloaded the CRM trial version (Enterprise edition) and am seriously looking at paying reasonable money for a package that does what we need. I have no problem with the basic functionality of the Zoho CRM package as far as I can seem and the iPad app looks very nice. However, the biggest function I need appears to be missing. If my team all add various calls, events, prospects etc throughout the day - I want one place to go to where the most recent activity is summarised. That way, everyone
Link Fields Across Areas (Lead, Account Contact)
i created custom fields for our needs and had them copy from lead into account and contact too. e.g. a dropdown picklist field called Appointment Location which tells our team where we meet the lead or later account/contact. problem is, i would like to dynamically link some fields so that if i update either the options in the picklist or the selected choice in one area, it updates across other areas. logical solution is to have single customer field that gets used across all 3 areas rather than having
My contacts are not listed under my companies
Hello, I created a custom field called company when I imported my 60,000+ contacts and so they did not go into the "companies name" field. Now when I click on a company under the companies tab, there are no contacts associated with any contacts. Is there a way to fix this without having to manually enter the "companies name" in all 60,000 contacts? I need "company" to equal "companies name" in the contact view. Please Help!
Can I keep lead after converting to a prospect?
Is there a way to keep a lead intact after converting to a prospect? I need this because I import 1,000+ leads at a time and I don't want to import the lead if it's already in my crm. I assume that the "skip duplicates" on the import lead screen will only look for Leads that are currently in my crm and not look for Prospects? Is the only way to get around this is to clone a lead and then convert one of those leads?
Lead conversion
We are a start up company and new to Zoho CRM, but have entered all 5000 leads (individual people) from about 3500 financial institutions into our Zoho "Leads". Of those leads, we want to target 150 institutions and all of the key people working at that institution for our 2012 prospect list. We have two questions: 1 ) Is it best to pick one lead (e.g. John Smith at ABC Bank) and convert them to an account or should we make them a potential? AND 2) How do best then go in a grab all other people
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