Custom field
I would like to create a custom field that appears in Leads, Contacts, Potentials and Accounts. When the field data is changed or updated in one of four areas areas it updates all of the others as well. Is that possible?
Activities not being recorded
Hello, I noticed since today that activities (both tasks and even email templates) do not appear in a Contact's history anymore. Is this a system-wide issue? I've tried logging out / in, refreshing etc. Kenneth
Setting up email alert on Cases
I want to setup a workflow alert to send an email to the customer on a case so they get an email when the case is created or updated. I don't see a way to select the Related To as a recipient for the alerts. Help!
Customization settings not being updated in Add Account
Hello, Changes I amke in customized are not "sticking" when i try to add contacts. for example, i chnaged the "industry" settings to the below: but if i try to add account it has the old drop down list. this is quite frustrating. i have logged out of zoho, and chrome multiple times and every time i log back in, this is not being pickd up, though the settings have stuck in the customized settings link. can this please be fixed asap? thanks, james
Price book list price
Hi guys, I have searched the forum and help pages, but did not find any information with regard to the following: I am looking for a method to bulk update list prices in a particular price book. With the knowledge available to me at this point, it is only possible to manually enter the list prices per product, instead of performing an update through for example an excel sheet. Hope someone can enlighten me. Thanks. Regards, Jay
Copy Address from Account to Individual (and back)
Cool feature you already have - copying an address from "mailing" to "other" in the Individual or Account detail views. Also when a new individual is created under an Account, the contact info translates to the new individual fields. How about a button which drags contact information (at least address information) from the Account file into the Individual file and vice versa? Copying phone numbers around wouldn't be bad either.
Custimize Contacts section in Accounts View
hello, under contacts in the account edit page, you see email, fax etc... is there a way of changing this? i want email, phone number and job title ideally, dont care about fax. If I can get the free version of this site up and running, i will upgrade to the whole company and things like this are necessary for that. thanks, james
Web to Lead Form Troubleshoot
I am using the free version of Zoho to check out how the functionality works, and there appears to be a slight hang up on the web-to-lead form functionality. the page I'm working on is http://beta.eduglobalstudies.com/?page_id=40. When I submit the form, the form does not enter the data into the Zoho account, and it does not redirect to the Thank You page. Any idea why this could be occurring? I did make some custom tweaks to the form, but nothing severe that should have messed up the form. Any
mass email help please
Hi I am trying to separate all my contacts that I have not yet had any email communication with. I tried to filter by "send on" but it never finishes generating the contact list. Any suggestions on how to separate my contact and create a list of contacts that I have never had any email communication with? Thanks!
Open Activities
I wish the activities were more detailed. It doesn't make any sense or help me at all when I click on the activities tab to see what open activities I have and it provides a list of the open activities but does not give any detail as to what potential the activity belongs to. Therefore this features does me no good if I am unable to complete tasks specific to an account I am working on.
How to convert clients into providers.
After importing my contacts, I realized that many of them are not clients but they are just providers. Any suggest on how to handle the matter will be appreciated.
Contact Conversion to Lead
How do i take a person I have as a contact already, and move them into the Leads field? So i can assign them to a salesperson. I am new to the system.
ZCrm email signature
Hi everybody, Why don't we have the possibility to set up several totally different signatures in ZCrm? Today I need to erase one signature to replace it by another when I want to write to a different customer. Thank you to consider this point.
Is it possible to link a custom between Accounts and Invoice form?
I've created a new custom field ("New-Field") on the New Accounts form, now I want to link this field to the same field on the New Invoice form. I.e. after I lookup the account name on the invoice form it should automatically fill up the "New-Field" on the invoice form. Right now Zoho CRM only auto-fills up the address fields based on the account lookup - is it possible to make it fill up a custom field?
https://crm.zoho.com/crm/WebToLeadForm
I'm new to Zoho, I'm trying the WebtoLead form on my website (wordpress). But when I fill the form and validate it the page loads and sends me to https://crm.zoho.com/crm/WebToLeadForm - and nothing else. I configured the redirection page in Zoho, but it's not working ... Any idea ? Thanks
Tasks and Call List Issues
I want to be able to see a current list of Tasks and Calls! When I've completed a task why does it not put the task into a completed folder? It stays there until you delete it but then there is no record of the task? At the moment all the tasks, activities and calls are just in a big jumbled list that is hard to sort. I just think it looks poor and very basic. I'm I missing something here? Davross101
Workflow and approving leads
Hi I have a web capture form set up to invoke the approval functionality. I also have a workflow set up to send an initial email. However what happens is that the workflow is invoked before the lead is approved. This is clearly wrong as you would not want an email sent to a lead that is not approved. It also appears to be showing the incorrect time? it is 22.22 in the uk but the emails are being shown as sent 02:47 am ? This changed when I registered with the support portal? Anything obvious I am
Validation iin CRM Webforms causes problem
I am using a set of javacripts I found on Java-Script Coder to implement some clien-side validation. The validation error message display fine and they prevent the form submission however when I do submit the form the process fails. The leads are not posted to zoho and my success page is not shown. All I see is a blank webpage.with the address at the top being https://crm.zoho.com/crm/WebToLeadForm Any ideas?
Workflows not triggering from quick edit option in new UI
Hi I have most of my workflows rigged up to run when a stage from a picklist alters. My workflows work when I go to into the full global "edit" screen, but the new quick edit options on the potential overview page does not trigger workflows. I spoke to support on the phone the other day and they said Zoho are aware of this. My problem is if my staff member takes the "lazy option", critical workflows get missed. Support's suggestion was to ensure that a record is edited in full edit mode only.
Viadeo
Hello We would appreciate that you include Viadeo as you did with Likedin : 45 millions members for this professional social network. thanks for your answer Nono
Sending Emails from ZOHO CRM
I have a quick question and I wonder if this is the case for anyone else? I installed the Outlook plugin which works great. I wanted to test sending mail right from Zoho. I setup a co-workers CRM account and sent myself a test from outlook which worked and was logged in Zoho. I sent another email right from Zoho, but this is the one i never received. It was logged into Zoho, but i never got it. The third time I was logged into my admin account and sent another email to myself which was logged in
Sort Using Date & Time Fields in Reports
Sometime back, a friend of mine using Zoho CRM tried creating a report. In her report she wanted to get a list of leads generated from different sources on a given date. She wanted to use the values of these two fields: Lead Source and Lead Created Time. But there was a problem, the report was not generated as expected. The Lead Created Time, being a Date & Time field in Zoho CRM, did not group the records by day. Solution:- For those who face the same kind of scenario with the Date & Time fields,
Viewing a contact after receiving an email
Hello If I am reading email in ZohoCRM and I wish to access the information about the contact who has written in, is there an easy way to access the contacts details? i.e. is there a better way than having to do a manual search? Thank you. Peter
Insert a file on a prospect profil
Hello ! I would like to insert a file .doc in a Prospect profil. But when I want to see the document with the Zoho document view, I can't read it. Zoho view is oppening, but I can only see road sign. What do I have to do to be able to see my file correctly ? Change the format ? Thankyou for your help. Anne-Claire
ZCRM User Interface Improvements
Ever since the new UI (User Interface) was rolled out there have been a couple of usability issues that I have found annoying. After several months of living with the issues I want to again highlight them and encourage the Development team to make a couple of simple changes. ISSUE 1 - THE MAIN TOOLBAR DISAPPEARS WHEN YOU SCROLL The toolbar shown above contains all of the most frequently used functions of the ZCRM application. It should always be on the top of the screen. If I am working in a list
New kind of Event with multiple users
There needs to be a new kind of Event called Call. Additionally, there need to be an enhancement to Events (and the new "call"), where you can include/attach more than one user. For example, a conference call should show up on more than one user's record, as should a meeting (Event) if more than one Contact is a participant. Richard Brust http://www.rbrdatasolutions.com
How do you use Zoho Mail add on?
I activated the Zoho Mial add on and was hopeful of some integration between ZOHO mail and CRM. I use Zoho mail as my main interface and update CRM as needed. I was very surprised that from the MAIL screen in CRM I could not click on an email and go to a contact / account / potential. So no difference to what I was doing before purchasing the add on. More annoyingly I see all emails from a contact under a number of potentials that they are associated with. I often have a number of potentials for
possible client in the budget
Hello, How can I have a field of possible client in the budget, such a s those ones of clinet itself, contact and opportunity where you can get them form a button besides? Thx,
Link one Account to many Accounts
Hi all, is it possible to link one Account to one or more Accounts - eventually by using a custom field? Thank you!
how to i include a contact name on a case?
It is probably very easy, but would like to include contact names when I case. The process is that allow the agent to look-up the contact to see if they exists. If not, then allow them to add the contact.
what can I do with Zoho crm? can I use it to...
Can I use it to display my inventory of products that I have in my products catalog? if so, how? Can I use it for advertising rental deals? if so, how? (each product (publisher website) would be for rent, some properties can be rented out to more than 1 person at a time, rental periods vary from 1 month to 6 months or even 1 year. Ideally I would love to be able to list all my inventory in the products and display them externally so people may browse them, is this possible?
Problems with using "lookup fields" and custom "lookup fields"
Dear Zoho team, I wold like to use various lookup fields to refer to different types of customers within the contact module, however I do not get it running. Everthing works fine until I really want to use it, because the button to modify the field within a contact does not appear when sliding with the mouse over it. First, I just wanted to use the module vendor, which is pre-defined as a lookup field in the module contact. Then, I tried the same - just using customers instead of vendors - and
ZOHO Mail in CRM question...
Hi All, Just about to sign up to Zoho but wanted to better understand functionality of Zoho Mail within CRM... Specifically, we have just purchased a new domain which will be the name for our emails. What we'd like is for email to be IMAP so that any email we send to or receive from a contact of lead within CRM, whether it be from our iPhone, Mac Mail or Zoho CRM, that the email will be logged under the appropriate lead/account automatically. What we are looking to achieve is a transparent logging
Mobile Search City
My employees are out in the field and need to be able to search our accounts and lead by their mailing address or city if possible. Currently all I can search by is the account or lead name. This works from the desktop but not on mobile. I find the product very useful and this would be a major feature for us to update to if it will work some how. Thanks for your help.
1. Email will not be sent as you have exceeded the daily limit.
Is there a way to unblock the limit. We need to be able to send out to all of our contacts at once which exceeds the 250 limit. Thanks, Mary
Why can't I put notes into my Call log as before?
I tried logging a call today, I clicked on log a call and new pop up appeared. Considering I used this system yesterday a pop up menu didn't show up. I filled in details but when I went to try to edit log a call to put notes in it keeps saying, cannot be processed, and I need to add a new task instead of just clicking save and create new task like before. Please can someone tell me how to put notes in Description box.
closing the account
Dear, I would like to close my account as I don't need the Zoho CRM anymore. When doing this, the following warning appears: Downgrade all Zoho Service's paid subscription before closing your Zoho account to stop further payments I have looked for but haven't found, how to downgrade it. Could you please help me and close the account? Best regards, Vincent
Using the website contact form in Joomla
I'm just getting started with Zoho CRM and have the Free Edition. I setup an email form (web-to-contact) in the Zoho Website Integration section. I checked to make sure it has the https:// when the form was generated. I copied the code into a Joomla article. In testing the form on the Joomla page, it appears that when I select "Save" (which should be "Send") that it just hangs at the following URL https://crm.zoho.com/crm/WebToContactForm. It doesn't point the sender to the correct URL and it also
budget number
Hello, My problem is that when I export a budget to pdf, I don't want to have the zoho's number of budget, but another one that I created, but I can't to see it on the pdf. Thx,
Web to lead form not submitting
Hello, I have added the web 2 lead form as a test to our server: http://localseoexperts.ca/new-lead.php When form data is submitted, it do not show up in my leads area, I have not made any edits to the code (page above contains 100% provided by crm ) I appreciate any assistance. Thanks
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