Sorting results not correct
Hi, I am having problems with the sorting results. This happens both in products, contacts etc.. See picture below. Kind regards, Bo Thygesen
Session times out
After months of no problems with the site, one of our users is now kicked out of Zoho CRM within about ten minutes of logging in; she has to log in repeatedly to finish a single sales entry. What's up? Other users in the office are not experiencing the same problem.
Auto-fill
In CRM, I created these custom fields: Service Address, Service City, Service State, Service Postal Code. How can I create a way to click to on a button so that it auto-fills the fields business address, business city, business state, business postal code? Thanks!
Mass transfer of accounts - Do closed activities get transfered as well
When using mass transfer to transfer an account to another user do closed activities get transfered as well? Do contacts for an account get transfered to the other user as well?
Zoho Customization
I am trying to customize my Zoho CRM account for a treatment center, not for actual client input but the marketing/referral side. There would be doctors, interventionists, sober houses, treatment centers, etc., which we interact with, whether it be them referring us clients, us referring clients to them, or both ways. Here is what I assume would be a setup: Some would be leads until a referral takes place, in which they would be a contact. The referral would be a potential/opportunity. Anyone
Make it possible to make phone calls from Zoho phone records with my mobile phone using Phone Amego, and bring up contact cards when receiving inbound calls.
Hi, There is a software called Phone Amego that connects the mobile phone with the computer. If Zoho can work with Phone Amego like for some other CRM systems it would be possible to click a phone number on a record in Zoho and the phone dials the number. When a inbound call is received the contact card can be pulled up from Zoho. Phone Amego supports something called "Event URLs for web Applications" that might make it possible to connect the two software fairly easy. Information about it can be
Copy Address to Invoice
Hi, I'm new to ZohoCRM and want to use it for a B2C Company. My process flow is -> get order from website / partners, create invoice and ship goods -> keep track of customers with emailers, phone calls, etc -> keep track of which partner is giving how much business I followed the steps in the help section and disabled account from everywhere. Now when I received an order, I made a new contact and filled in the name, address, Partner (custom field). Then I went to invoice and created an invoice (for
Previous account email
Hello, I need to use my email but it is already present because I had a previous account, can I have my usual email in the account? Thanks
Use of Zoho CRM for Sales force in Group Buying Business Model
Hi experts, I suscribed for ZOHO CRM to help me monitor my sales people performance. I have a business model based on group buying (social buying) such as groupon or living social. My Sales people are charged to register new partners around the country to propose discounts. opportunities for us is not related to direct sales, but related to new deals with partners. I'm totally messed up to set up my CRM in regards to my business model. Thanks for the help Regards
Help with setting up webforms that captures leads from website and from facebook?
Hi, We are considering to switch to Zoho CRM but in order to do that I need to know that I can get help in setting up webforms. I need to have webforms setup on our webpage and on our Facebook page. We have forms there today but it generates an email but we would like it to go straight into Zoho CRM as a leads. Any information about people that can help with this in the near future is greatly appreciated. Roger
Mass update the Campaigns field for Contact record?
We recently did campaign mailing with another email service and I want to update our contact records that this campaign was emailed to their addresses. Is there a way to do this? I've done mass updates on the contact records, but don't see Campaigns on the list of fields to update.
Share a CRM account with another Zoho User
Hello, Another zoho user and myself are partners in a business. We want to share a CRM account but have separate zoho accounts not under the same domain. How can we accomplish this? Ryan.
Mail Merge Problem With Text Field
Hi, I am starting to use Mail Merge Combination to print a sheet with some info about my customers. I have a long text field and it makes a problem because only one line is shown, it doesn't continue in a second line of text. Any idea how to solve it?
Offline Version
When will an offline version of Zoho be available? Joe Overlock
Multiple taxes
Hi, I might have missed something by mistake, but I can't find an answer anywhere. In the product details at the bottom of an invoice there are a few fields for "Tax". One field after "Sub Total" (Which I can edit for specific products successfully) And there is one for every separate product added. It is these which I cannot add tax for. I want this tax to be one of five choices. The lower tax field will always be 10%. Please get back to me if you can help. Thanks in advance, Adam
Where can I find my sent e-mail sent through Zoho CRM ?
Hi, I sent mass e-mail but I do not know : 1. Where to see my sent e-mail ? 2. if there is an problem with the e-mail address where the message for no-delivery is sent ? (I put in Zoho CRM a wrong e-mail adress, sent the e-mail and I did not get a no-delivery message... but people can reply on my e-mail :) ? ) Note that : I have seen this post : https://help.zoho.com/portal/en/community/topic/where-can-i-find-my-sent-e-mail My sent mass e-mails are not in the sent box of the Zoho Mail Application
Mails to Leads - How to report?
Hi, Is there a way to track the number of mails sent this week to leads or leads to whom we have sent a mail? Is this captured some where? I want to know which leads we have sent mails and which we haven't in a report. Thanks, Team Longlongago
Google Contact Fields Not Available For Mapping!!
Why do some of the Fields that I generated in Google Contacts appear in the list of availalble Fields for mapping, and others not? Also, Zoho Salutation doesn't recognize Goolge Prefix as same, but I can't edit the name either one uses for that field. If I have a Prefix value, Zoho imports it into the First Name Field with a Pick List of Salutations!! Go figure.
Could I configure product details information in leads module?
I want to use the leads module to forecast the sales by product. Could I configure the product details section in the leads module?. If is possible how can I do it?. Thanks in advance, Mari Plaza.
Importing Contacts - to update a field
I am trying to update a field that was not originally imported into our contacts. I selected the overwrite button when I imported a test section - but it cloned the contact rather than overwriting it - so I ended up with two contacts one with the new field filled out and the other without it. I have about 6000 records that I need to update. Thank you!
Taxes in invoice
Hi I am having some troubles trying to create an invoice in Zoho CRM. I have defined a tax rate (VAT) with a value of 18%, and a product (Product A). Product A has VAT activated. When I create an invoice: - If I click Tax on the product line, I get a message "No taxes associated to this product". - If I click Tax at the bottom of the invoice, a box shows up which does include "VAT: 18%", but it behaves as it if the subtotal was 0 (which it's not). Is this an error of Zoho, or am I doing something
google chrome and lookup fields not working
Team, When using Google Chrome, I am unable to select from a lookup field table. I have tried many different approaches but I have been unable to make this work. When I need to populate a lookup field I go to IE to complete the field. Needless to say this is not ideal. Any fixes or work arounds?
Undo Copy Customization
We are planning to try "Copy Customization" but it is possible we may need to undo if the results are not as hoped. Is the process reversible?
My outgoing mails are blocked!
Please unblock my account manit@conceptgains.com Have some urgent mails to do.. Thanks
Can't open pdf attachments from Zoho
I am using the latest version of Chrome and I am unable to open a pdf attachment. I click the link and nothing happens. There has to be a setting in Chrome that is causing this since I was able to do this in the past. Normally I would receive a download or open in Zoho viewer option. Now I click the link and nothing happens. No error just nothing like it didn't click on it at all. I had this problem in the past with Firefox and switched to Chrome and now the same problem. Help is greatly appreciated.
Data Migration Wizard Errors
Hi there, I am trying to import Calls via the "Migrate from other CRM" in the setup. No matter how I format things (especially date), it always fails. And this is the most frustrating. It just fails with no error report or log. Just a stupid email telling me it failed. Given that this feature is for Admins setting up the system, you really need to provide logs. Can you please provide me with sample csv files for the various modules in the Migration modules so that I can be sure my data is formatted
I Need a simple formula for difference between Date of Birth and Today
1. Zoho does not automatically send email greetings to my contacts. So I wish to configure this manually 2. It becomes very tedious to run a search/report with criteria every day, so that i obtain the list of those contacts whose birthdays are falling today 3. Hence, I want to create a new formula column ( i know it works only for future created records, but still) : In my contacts - Date of Birth is in a given column already I want to create a field which gives the difference between today and
Create reports with related modules
Hope someone can help here, or I need to contact support I just dont know what I'm doing wrong. I start to create a report I select the main Module ie Contacts, I then select 2 related modules Potential business and say accounts. I then have in the available columns all my fields from my related modules I then choose the ones I want, move them into the selected columns and run the report however the report contains no information from the 2 related modules. What am i missing ? anyone Many Thanks
MailMagnet-about task
When I look at the mail, I can add follow up task. When I had sent a mail, I could add a follow up task too. Could you tell me the difference between two of the tasks? How the salspeople use them?
Unable to send email to a contact from another user
We would like all our email to contacts to be sent from a house account. For example, support@example.com. I have created a user for this account and they have a unique email address. The account has been confirmed. I have created an email template and used this email address in the from field. However, when I send an email to the contact, the mail continues to use the current user's email, not the support@example.com. It will not let me update the from address either. Any thoughts?
Workflow Rules - Representatives nearby
Hi, I have a question about the workflow rules. Is it possible to assign an representative that is nearby by post code or address? Do you guys have this feature?
How to see pending "Prospect Approbation" on your main page
Hi, Zoho CRM is very interesting but I'd like to discuss about one functionality when you import "Prospects" or new prospect from web site form. A good thing is to have the opportunity to validate imported data by using the Prospect Approbation function. You can approve one by one your prospect by Prospects > Prospect management Tools > Approve prospects... But, if you don't visit this page, it seems to me it is impossible to see that some approbations are pending. We use this function through Web
text area field too narrow - only allows text in half the size of the box
THe area for viewing and typing text in a text area field is half the size of the text field area grey area in which the actual text appears. It seems like there is another column or an indent or tab of some kind within the field I'ts incredibly annoyng because my screen now has text fields that take up half the screen with only one or two short words in each line.
Nothing Shows In Calendar
Hi. I'm new to Zoho CRM. During my trial period I put in a fair number of potentials with dates, tasks with dates, reminders, etc. When I click on the calendar, nothing shows up. What am I doing wrong? Al
Setting up ZOHO CRM for a remodeling contracting business
I'm a small remodeling contractor. Generally, I have a small number of leads because I get most of my business through references. However, I do have a lot of correspondence with the client, subcontractors, vendors, etc. once I do have a job. I will also have multiple jobs per client. I've been thinking about how to structure ZOHO CRM to meet my needs. Leads-would be leads Now the questions--Should I make Accounts the client name and contacts be each job for that client. Or consider all vendors,
Editing the dropdown options in a contacts field
In the page layout for contacts, i had added a field called "Gender". I also gave it a drop-down "Male" or "Female". I did this last week. Now, i want to add a third more drop-down option, which says "Do not want to reveal". How do i edit and do this without deleting my field and redoing the whole thing again? Regards. Sathish
Picking non-sequential values
I have 2 a multiple pick list on my Lead Page with 9 different field values. I can select one value or multiple connected field values, but not unconnected field values, for example: Assume the field values are, in sequence, 1,2,3,4,5,6,7,8,9 I could select 1 or 5 or 7, for example, or 123, 3456, 567, 89, or any combination of connecting field values. However I cannot select, for example, 136, 24, 148, 1679 or any combination of values that are not ALL connected on the form. If the pick list sequence
How it Works? - Introduced in Copy Customization
Starting with Copy Customization (the new feature introduced recently) we will be introducing a "How it works" section in most major modules. This is a 3 part comic-style explanatory splash which will give a brief idea about the current module / feature. Screenshot below.
Activities -> More Actions -> Print Preview showing HTML tags in Description
When viewing a task/activity, if you drop down the "More Actions" menu and select "Print Preview", the description field will show the HTML "<BR>" tags and such.
Adding User
Hi there, I am trying to add a user, but i get the error saying that the user already has an account. Can you add the following account matt@searchacademy.com.au to my crm account? Cheers Sam
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