Create a new account with email that is already in use...
Hi! My email is already in use in an other account - deactivated, but in use... Now i want my own account... What can i do? Thanks! Wolf
Editing a new users' info
I am trying to add a new user and when I try to edit their profile and role it is automatically locked in as CEO and Administrator. If anyone knows how to unlock those two topics I would greatly appreciate it.
Problem viewing public email templates
We are new to Zoho. We have been importing leads and creating our campaigns. We have been working on our templates. My co-worker has gone in and done a couple of templates which he has saved into the public email templates. I cannot see them on my station, they appear in the list on his station. What are we doing wrong?
Wrong export lead encoding
When exporting my leads all special character (Danish encoding) is lost. Would it be possible to make sure export format uses UTF-8 or similar? Best regards Andreas
How to track tasksD
Dear All, I have many tasks assigned to customers. My tasks per customer are very complicated and I need somehow UPDATE them, but task doesn't have update/comment option, only CLOSED/ACTIVE. Is any chance update TASK status?
combining contacts with campaign
We are new to Zoho. We are planning our first campaign. We have leads imported. When should those leads become contacts? What is the difference between leads and contacts.
Help! Formula problems
I'm trying to create a formula to add up the total of two fields. I keep getting errors - what am I doing wrong?
Needing help customizing
I am looking for someone to clean-up my layouts Add fields, layout, etc
Web Tabs
In Enterprise Edition, what are Web Tabs and how are they used?????
Need helping customizing my dashboard...
I am trying to how to customized my dashboard so that the funnel has Leads at the top, then how many of those leads converted to potentials and then potentials in to accounts?
Web Forms and Mapping
Can you use Mapping Field Dependencies on web forms? Just curious.
save the data in salesforce
i created a form in zoho and i want the data should be saved in the salesforce when i submit that form
Workflow help
Hello I am new to Zoho, I was hoping somebody could help me. I currently have a list of leads that I have imported but before I went ahead and called them I wanted to set up a workflow so that when. If I move the prospect from leads to either potentials or contacts a template pdf would go out automatically to that address dependent on where I put them. Is this possible? How do I go about doing this? Regards, Peter
Know customer assitance to events
Hello, I want to set a CRM based on customers and events, so I would like to have a record on customer preferences and also track customer assistance to events, in order to repeat invitation or not to similar future events... Is that possible with Zoho CRM? How? Have record of customer preferences like: free-time, technology, motor, travel... Track customer assitance to events Send invitation to events based on previous two parameters Thank you
convert to account
For some reason, when I click convert to convert a lead to an account, it only says it is going to convert to a contact. I ran a test and it did only convert to a contact. Any idea why?
Internal cost estimating?
I'm not sure where to ask this question. We use ZohoCRM and are, for the most part, quite happy with it. We have a need to do internal cost estimates, I'm sure there's an official term for it, but basically I'm looking to create some kind of internal invoice showing what the costs related to each customer are. Is there a tool like this somewhere in Zoho's library, or does someone have another suggestion?
How to get the ID in Quick Links
Is there a way to get the ID of the record in the Quick Links function ? Thanks ! Pascal Veilleux
"Notes for this accounts" to lower to the bottom of the page
Hello ZOHO CRM support, i have a question for you and need you help for solutions In Accounts , after i open Any Account there is a section i the middle of the account page "Notes for this accounts".is there a way to lower this section to the bottom of the page? and if so how?--
Admin settings
having a problem in changing admin settings for other users seems to be a bug in software.. any suggestions Zia Khurshid
How do i create multi level variable products
Hi, I want to create multi level variable products Product level Variable 1 variable 2 Variable 3 Bike 1 No carrier Green Saddle White tires Front carrier White Saddle Black Tires Rear carrier yellow saddle Brown tires Both Bike 2 Bike 3 Does anyone know how to set this up in ZOHO CRM
Anyone have a ZoHo CRM Fluid Icon?
Looking for a Fluid Icon for ZoHo CRM. Anyone? Ed
how can i take down "comments about clients"
hello im using CRM-ZOHO(in Hebrew) when i open my accounts files(תיקי לקוחות in hebrew) i have lots of options like "Opprotunities,summary on client and etc" i want my "Comments about Clients"(הערות על תיק לקוח In Hebrew), to scroll down to the bottom of the page? what is the way do to it? thx
See Email Info in Custom View?
Zoho, How can we see email information in a custom view? It is available in reporting, why not in custom view? This would be an extremely powerful tool, at least let us see the "date of last sent email" Is this under development at all? (I've asked this question about a dozen times... and no one from Zoho ever responds. Will this be the lucky post?)
Edit text areas with HTML tags
Hello ZohoCRM team, I'm getting upset by the management of text areas containing HTML. We sell expensive products and since short ZohoCRM offer no more possibilities to format my product description then 30 years ago, at the time of the black background, the green characters and the ASCII table. Of course, I found some tricky work around but need to rely on trick to use a software isn't professional and is risky: should ZohoCRM for some obscure reasons harmonize the interpretation of the HTML at
Multiple users working with the same contact
As a salesman I am on the road quite a bit and rely on my handheld to make calls and schedule appointments. For each contact record there is one owner, and only that owner gets to sync with outlook (and their handheld through the exchange). Is there a way that two users can get the same contact into outlook via sync?
Trying to migrate projects from our CRM to Zoho but all records are skipped
Trying to migrate projects table from our CRM to Zoho but all records are skipped. I am using a csv file that I have formatted the data in to match the Projects CRM data migration. All other CRM migrations are working. All required fields are matched; all id fields have data. Does this feature simply not work? Are there other fields that are required that are not labelled with the required* label?
Quote Template
We are testing the CRM module and think its pretty great! The only problem we are having is with the Quotes template. We need to be able to send the quote with a very detailed description for each product on the quote. This is typically 100 to 150 words per description. I can't see a way to add the field (which we fill with data in the product's page) to each line item. is there an easy way to do this? Can we modify the Quote template with the Professional version? Thanks in advance for any help.
CRM, Contacts & Accounts
Is there a way to associate an existing contact with more than one account? typically this contact will be associated with a parent account and one or more subsidiaries...
From free users to professional
we have 3 free users in crm, I am the administrator, and I would like to use the security administration function. Can I just upgrade my plan from free user to professional user only? If I upgraded to professional editions, with 2 other free users, what is the storage limit for our organization?
Export Leads
Hello, I want to consult you that Is there any quantity limitation when exporting leads? Now I have 3500 records,but only 3000 records could be exported.
How to Query the Zoho CRM database
I want to access the Zoho CRM database. with MS access Is this possible? how do I do this?
How do I assign leads to different sales people?
I get lots of leads into my system is there a way I can assign different salespeople different leads.Also , Can I export my lead form too not just the leads in a csv file.Sometimes I share/sell leads with other companies and I would them to be able to integrate them back into Zoho.So it matches the lead form I use.I have lots of questions and answers on the form that is not normal contact data Thank You Thomas Kost
Exporting from Maximizer Enterprise to ZOHO
Having difficulty! I have created an export file in csv format and have matched the categories and still I get message that no importation into Zoho has taken place . There are about 8000 customer accounts; about 140000 contacts, etc. Here is the 'import report' as was e-mailed to me:' Imported File Name : Accounts to ZOHO.csv No. of Records added : 0 No. of Records updated : 0 No. of Records ignored : 32 (Reason: Due to empty values for any of the mandatory fields)" I have used Maximizer for several
I really need to change home currency!
I need to change the home currency for my organization, but it seems system don't allow this. Can I contact someone in your team to do it? They setup the home currency by mistake as ARS and we need it to be USD as soon as possible. Our CRM is already being used a lot, and can't afford the loss of configurating a new account just to do a simple change. I would appreciate your help as soon as possible. Regards,
Team written Reports with internal ZCRM links
Hi, Every week, we have a debrief meeting with our team. In this meeting, we talked about sales, revenues, number of visits/calls, etc... We also discuss about what went well and what went bad during the week. To do so I'd like to get a free text form in zoho in which I could add: - My words - Internal ZCRM to "tickets" - "Events" - "Solutions" - Reports - etc. So that I will be able to create an enriched text with ZCRM internal links. Any kind of solution would be appreciate . Regards,
Request in an option view including a non-active user impossible
Hello, I need to create a view based on options made by a user that is not longer in the company and has been desactivated. But when you want to do a request zoho allow you to pick up only "active user" and you cannot change the menu to pick up non active user... I really need to do it... thanks for your help Nono
Auto creation of case from opporunity/potential 'closed won'
Hi all, Does anyone know of a way of having a case created automatically when an opporunity / potential is 'closed won'? We are a service company and an opportunity is always a job of some description (it may be a repair, installation, maintenance visit etc). When the customer accepts our quote, we have to open the opportunity, change the stage to closed won (in order to register the sale) and then manually create a case for the job which essentially requires pretty much the same key details
calendar entry for metting when invited...
when one of my staff have a meeting and also invites me? I have to go to the calendar and add this meeting manually. is there a way to automate this process?
B2C and B2B Deals within one setup?
Hi there, I'm currently in the process of setting up Zoho CRM for what we are doing, we effectively have three lines of product: 1) Trade Services - This is a set of services we sell to companies only - B2B 2) Event Services - This is for managing events for both consumers and companies - both B2B and B2C 3) Consumer Services - We sell products to consumers also, primarily 2 different services Leads are collected from a number of different sources, for example emailing, web forms on our website,
Set Future Date to field
Hi I am relatively new to ZOHO. When we add a new potential we woild like to set the default closing date to say 90 days from today. Is there a way to achieve this in the Professional version Regards Tony
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