Custom Fields Limit Per Field Type Not Allowed
I'm aware of the custom field limits per type; https://www.zoho.com/crm/help/customization/custom-fields.html#Custom_Field_Table Is the total limit cumulative or per field type? If I have 25 custom string fields and I want to add an additional integer custom field it doesn't allow me to and says that I reached my limit. Based on the chart I should be able to add an integer custom field since the limit is 15 and I haven't used any yet. Is this how it's supposed to work?
Open Activities In Account
When I open the main account screen At the bottom is "Open Activities" Can I set this so it defaults to sorting by due date? Thanks.
Timezone will not change
the timezones are different (and wrong) on 2 of our user accounts. we try to change them but it doesn't save the amendment. any tips?
Custom Field Needed
I need a custom field that automatically calculates a percentage of another currency field we already have. For example, I already have a currency field called "Invoice Total". I need another field that automatically calculates 8.5% of whatever amount is entered into "invoice total" Field. If I enter $500 in invoice total field, I need the custom field to automatically calculate 8.5% of $500 which is $42.50. Is this possible?
Auto-calculate field?
I have a currency field where I enter an order's gross invoice total. Is it possible to create another field that automatically calculates a certain percentage of that gross amount? We have to pay an 8.5% royalty on our orders, so I would like this amount to auto calculate if possible. If the gross invoice total is entered as $500, I want the custom field to calculate of royalty amount owed, which would be $42.50. Thanks in advance!
Send SMS alerts using Webhooks
Imagine these scenarios: You have an important customer meeting in two hours. But accidentally, it slips out of your mind and you schedule a meeting with another customer. Oops! A payment from a customer is due today. You sent an email only to receive a vacation auto-response from the customer. The ordeal doesn’t end there as the payment cannot be processed without his consent! A customer calls your toll-free and requests for a product activation kit. A case is created in CRM and assigned to a field
Email Confirmation of Sales Appt with a Lead
I have an inside sales rep who calls leads and tries to create face-to-face sales meetings for me. When a lead agrees to a meeting I'd like the inside sales rep to use a mail merge template for sending confirmation of the face-toface meeting. I looked at the Email Templates function. But it appears to be focused on sending out mass mails. What is the simplest way to send a mail merged email to ONE lead from that person's lead record. AND: ** is there a way to review and modify this email
Emailing from zoho - where do rejected emails go
Hi When sending emails from Zoho, what happens to mails that are not able to be delivered due to an invalid email address? Is there any method of finding out if the delivery was successfuly or not, or being able to identify which are rejected? Any help or assistance would be greatly appreciated. Thanks
Leads being "automatically" re-assigned to other owners
Hi It seems as if the system is automatically changing the lead owner. You can see in the snapshot below that Nicole was working on the lead. There is no history showing that the lead was manually changed to Bronwyn but as below shows, Bronwyn was suddenly the lead owner and we had to change it back to Nicole. Please could someone troubleshoot this problem for me - it is going to cause many issues if it persists. Thank you.
Problem in sync Google calendar to zoho crm please please help me
here is my big problem, i want to sync a new email for the google calendar but my problem is where can i put the email so that it will be sync, there is a list but it doesn't have the email i want to sync? how can i create a google calendar list like on the picture, i want to add a new email on the list of calendar but how can i do it? te
Duplicate entries when using Campaign or Notes as Related Module
I have created showing a Report which shows lead entries belonging to a certain campaign. The filter I used: Campaign Name is Fax01 Some columns shown: First Name, Last Name, Address and Member Status At first, the report works perfectly well.. but then I later on noticed that when I update the Member Status of a lead (for example, named Dianne Valenzuela) from Planning to Send Fax into Fax Sent.. the entry for Dianne Valenzuela the appears in the report becomes duplicated (one with Member Status
Drip Emailing
It would be great if in addition to creating template emails you could create a series of emails you can send out to a lead or contact with specified time intervals to send out each email. I understand that getting creative with the email market capabilities of the enterprise version you can accomplish something some what similar to what I am asking for but it is not a viable solution to what I am looking for. I currently have to use a third party company to do our drip emailing and its not efficient
Zoho CRM categories and Travel Business
I would like some ideas on how to use this system more effectively. I want to keep it simple, but effective. I have a business where people who are looking for accommodations on the island visit my website, look at the properties, use my web form to give me information about what they are looking for. I then contact them with either more questions or just give them options that fit the criteria they are looking for. I communicate with hotels and vacation rental home owners to confirm the details.
Custom View Error on home Screen
I've created a Custome View for Potentials. It looks fine when in the Potential Module. however, adding this view in the home module, the contact first name is dropped, leaving only the last name and no link. Any ideas?
Event Scheduling & Resource Management
Hi, 1. When scheduling for an event, is there a way to get notified of a time conflict. So far, I am able to schedule events at the same time, without the system telling me something is already scheduled. On a further note, anyway that a) the date can be surpressed in a report or dashboard view and only the time shows and b) anyway to change the time selection to a 24 hr clock, instead of the am/pm selector 2. In my company with have a number of rooms for training purposes. Is there any resource
Activity List
In the Activity List screen you should add two columns - one for the Name and another for the Company As it stands now unless I put this information into the subject line when creating a Task or an Event I just see whatever I've entered from the drop down and Have no way of knowing who it is I am supposed to Call Email or whatever. This would likely be an easy addition and make a lot of sense from an ease of use standpoint tholmes
logins and usage
is there any way to see how much my team is logging in and using Zoho? Kevin St Clergy
Email Template Footer
Hello, Recently I have been noticing that I cannot view or modify the information that I have in my Email Template footer. In some cases when I click on the email template link I can see the footer, but then when I click to edit the email template, the footer text is not visible in the footer area. This occurs whether I click View HTML or not. I am using Mozilla browser, but this is what I have used all the while. It should also be noted that when I send an email using the template, that I do
Pulling data from one form to another if basic CRM account? Is it possible?
I have some custom fields I have setup that have been attached to all the forms (Leads, Accounts, and Potentials). I don't use leads but do you Accounts. I fill out the Account, which has several custom fields I have created. What I am trying to accomplish is when I fill out a Potential, is to have it pull the custom fields data from the Account. As an example: Account - I populate the following -Name -City -State Potential - HERE IS WHAT I NEED HELP WITH -Upon selecting Account -I would like the
importing task and events/ association with contacts
I'm trying to import some tasks and events to finalise the conversion to Zoho Professional. However, the association with my contacts is not imported. In the CSV file a field has been made with the exact (mandatory) Contact Name. This is the field with which I associate the event. However, after finalising the import (with no errors reported) the association is not made. Any idea what I'm doing wrong? Thanks for your support
Activities status additional columns
although the open 'contact' (ie led company name or person) is available in the column edit options, when added it comes up as partner contact. Can this be fixed please? this is the kind of support from Zoho that will define whether I upgrade for the rest of the company. looking forward to a response
Contcts on Activites List
Hi, I created a custom view for activities and would like to be able to see the column for the contact and company for which the event is created. Is there a way to do this? Thanks,Leo
Converting multiple leads from same company
If I have multiple leads from the same company, how can I convert them all to the same account/company, showing each lead from as a contact for that company?
Customize Product Name Lookup Window
Hello, Is it possible to change the product lookup window in Quotes, sales order etc..? I prefer to use the product views and select our Sales products View. Now we have 200 products (170 parts and 30 sales products) It is quite difficult to find the sales products... Is this possible? If yes, how? It also would be nice when you can change the records per page... Kind regards, Allen Simon
Setting up custom login page - Paying Customer
Hi all, As a paying customer, how can we setup a custom login page for users? Do we use the API or is there a code we in integrate into our site? Thanks in advance.
Default value for Unselected checkbox in Web to Lead forms
Hello! I've got a web to lead form that I'm modifying. I'd like a checkbox/toggle that when checked it sets "Lead Status"= "I like tacos", but if it's not checked it defaults to "Lead Status" = "I hate tacos". This can be done in the front end with JavaScript, but the web form may be ran using a mobile browser so I can't rely on JavaScript being available. I understand there's a "hack" that can be done using type hidden field directly before the checkbox field using the same name as the checkbox
Layouts are not saved!
When I modify the layouts (Settings->Customization->Layouts) then layout doesn't get saved. I can move them around and once I click on save everything gets mixed again. Any idea why? Kian
Any experience using Zoho CRM for a small investment bank?
We are a small New England investment bank. We help business owners sell companies, buy companies and raise capital. We would use Zoho to manage our marketing efforts targeting not only business owners, but also those who would refer us to business owners, such as attorneys, accountants, wealth managers, etc. If anyone has experience in a similar environment, I'd be very interested in how it worked. Thanks. Jon R.
"New" - New Task Tab
When creating a new task (ie under potential) a small pop-up bubble is shown when I click new task, with the basic information to be created and then subsequent pop-ups for more information. I understand how this could be helpful to some users and even in some cases for myself, but please put a link on that bar that takes me to the full task input screen. We put a lot of detailed info in our tasks. This change is very frustrating.
Attaching Photos
I see that we can attach photos to the potential records. Is there a way to see the photo displayed within the record without having to download it. We sell jewellery and take photos of rings that clients are interested in and would like to associate these to the clients records for future reference.
Search feature not working on Chrome - New Bug
Can't click into the search field anymore. Using Firefox until a fix is made.
Bug: Using Firefox, Converting Lead hangs if you click options to add or create new account / contact
Firefox Version 15.0.1
Workflow tasks out of order
Hello, I created a series of tasks and even numbered them 1 - 5 to try to avoid them being out of order. No joy. How to I get them to show up in the correct order? Please advise. Also - I used a lead source as a trigger for this workflow. I created a dummy lead to test and nothing happened. I have created this to help train new employees. How do I create an email trigger to go along with this? Please advise. Thanks so much, Susan Landreth
Not possible to convert lead to contact incl. creating case and link to campaign !
Hello, Actually, it seems not longer possible to convert a lead to contact incl. creating case and link to campaign ! Once I submit the conversion, the page is empty and the browser hangs for hours. So I checked without linking a campaign, but creating a case. It took about a minute to display the contact resulting from the conversion. What looks like the half eternity. But the account and case have been created. Linking to campaign manually worked too... Regards Christian
Mass email leads
Hi There, We want to test out the mass email feature as we haven't made use of it previously. For example - I'd like to email everyone that sent a sales enquiry during September - To thank them, and to send them an updated product catalogue in the case that they're still looking to purchase. I know how to set up an email template - but is there a way to attach an external document to a mass email? Like an Excel workbook. Thanks! Zakaria
How to I assign multiple contacts to a single potential?
Very often, multiple people are involved in a purchase. I'd like to be able to add multiple contacts to a given potential. Is that possible? Kian
ZohoCRM and ZohoCRM mobile quirks
I have two quirks I am trying to work out When I am in my ZohoCRM email and use "add-to" to create a "task" that task is not shown in my ZohoCRM or on ZohoCRM mobile. The task shows in the "task" area of Zoho Business. Why? When I add a calendar appt in ZohoCRM mobile that appt does not show or sync with ZohoCRM calendar. It shows on Zoho Calendar. Why? Why are task and calendar not sync'ed with CRM. This is a basic feature that when not working correctly causes lost information Thanks Nolan
Website field gone after converting to prospect or contact...
Website field gone after converting a lead to a contact. This field is important to what I do and all of my leads have it. Anybody know what I should to to keep the website field in the conversion between leads to prospects and contacts?
Making multi-line text box full size without stretching the box
In activities there is a description field. That field is multi line - free form. In view mode the filed is fully opened to accommodate all the text in the box. On edit the box shrinks to just a few lines. Can we change that so on edit it also shows all content without the user having to drag it open? Thanks
Users Activation/Deactivation
Hi guys, can someone comment one issue with ZOHO CRM please: how to activate some users which you have deactived? Thanks
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