CRM Calendar Issue
Hi, When I create an event in the CRM that is longer than an hour it only visually blocks out 1 hour on the calendar no matter how long the event lasts. I would like to ask that the visual representation of the event match the length in the event details. In our business we normally have 2 hr long sessions for each of our clients and this causes confusion with scheduling. I also noticed that if we import those events into ZoHo Calendar it also shows only a 1 hour session visually, but also in the
Bug: Importing an empty column in excel is not cosidered as empty
I have had great problems with this until i figured out what happened. When you import an excelsheet into the contacts module and it has a column in the sheet which does not contain data on every row it seems that during the import process Zoho CRM writes the empty cells to the mapped fields in Zoho and from then on those fields are considered not empty. For instance i import 100 contacts of which there is column called 'starting date' in the excelsheet. Some contacts have a starting date and some
Recent Items | Reports
Please add reports recently viewed to the recent items list. Please allow us to adjust the amount visible. Add a "View More" link that shows more.
duplicate data in event reports
When running event reports Task Description Event Description are coming up identical to each other. This is causing all kinds of problems for report creation. Pleas tell me how to fix this. thank you Dennis dgdlux
Emailing ONE Lead based on rules
Is there a way to e-mail ONE lead based on a criteria they meet on a modified Lead form? Before we distribute leads we qualify one on one and then if they do not qualify to be contacted by a rep, we send them a thank you email but would like this to generate when we select a modified field on the Lead. is this possible?
Zip code and google apps contacts
Hello, I have a probleme when i'm syncing my contacts in one way (zoho ->google) with google contacts. The mailing address is good, the city address is good, but the zip code don't show up in google contacts. What should i do? Regards,
Can you publish Zoho sites pages using data from Zoho CRM?
Hi Thinking of switching from Googlesites to Zoho sites. Is it possible to publish dynamic web pages in Zoho sites using data from Zoho CRM? Thanks Gene
Is there a way for me to monitor leads that have been contacted?
After I have uploaded my leads from the CSV file, is there a setting or way for us to monitor or track when the last time leads were last contacted and by whom? Your help would be much appreciated and thanks in advance.
Quick Entry from Pulse Module?
Here is an idea to really help speed things up. Make a quick entry from the Pulse Module of frequent quick entry things, like Call, Task, Event, and Note That would make things easier and reduce the time spent clicking and going back and clicking more.
De-selecting Pick List Options
Hi all, Is there a way to de-select all options in a multi pick list? I have one with 2 options, and once 1 of them is selected there seems to be no way to remove all selections in future for that Contact. Kenneth
Expected revenue 0.0 after stage is set to closed won
We have multiple projects which are set as closed/won. Some of them show an expected revenue correctly. The others seem to show 0.0. If I look down at stage history, closed won shows the correct expected revenue. Why would the stage history reflect closed/won with correct expected revenue, but at the top of the opportunity, it shows 0.0?
Duplicate account or contact detector
Zoho should have the ability to automatically detect duplicate account names, contact names, or email addresses.
Prevent Manager from deleting
Hi Can somebody tell me what settings I'm looking for in order to allow the 2nd user (we only have 2) who's set up as a Manager to prevent them from deleting records. They can view and edit - but I don't want them to have the option of deleting. Thanks Ma
Is it possible to have an alternate name for a URL field in Zoho CRM?
Does anyone know if this is possible to have Alt Text for URL field Type in Zoho CRM? Thanks G
Lead Assignment Limited to 20 rules
Why the limitation of 20 lead assignment rules? What happens in the scenario of having 50 sales reps each selling a specific product. We cannot use lead assignment because there is a limitation via web-to-lead as there are only 20 rules available? Is there anyway to get above this cap?
distribute web form leads evenly between users?
I have multiple users assigned to the "Agent" profile. It is possible to take the leads that come in through a web form and distribute them evenly? Ie. lead to agent 1, lead to agent 2, lead to agent 1, lead to agent 2
Query -show customers with (or without) any activity
Dear team, I would like to make a view on the database where I can see all customers in the database which does not yet have an activity attached to it (either on the customer or on a contactperson within the customer). Can you help to make such view in the crm system? thanks, Peter
Web to Lead form does not attach automatic email to lead
When I create a new lead using a web form. I have set the system to email the new lead automatically, but this email is not attached to the lead. Is there a way to attach this automatic email to the lead?
Web-to-Lead Form Mapping of Title
The code for the web-to-lead form maps the Designation field to the Title field in the Lead and not the Salutation field. How can this mapping be corrected? Or how can a value for the Salutation be set? I am generally confused as to why there is a Title field and a Salutation field - what is the difference? Salutation is a pick list and therefore contains titles (Mr,Ms etc.). Title is a text field but it is not clear what values would go in here.
Iframing various Zoho accounts with web tabs
I use Zoho's CRM and love the web tab feature. I have used other Zoho accounts and make a web tab for them. Zoho creator list view are great. They fit right in. The issue I have is the way other accounts look such as zoho projects. When I make a web tab for Zoho Projects, I have a duplicate header. It takes up space and is redundant. Is there some type of iFrame code I can obtain that will eliminate this? Thanks, Michael Jones www.HybridHomeSource.com
Is it possible to report on Task Duration in minutes/hours rather than by start and due date?
I'm currently evaluating the free version of CRM and I like lots of things about it, it will definitely help my business with sales automation and I will upgrade to a paid version once the evaluation is finished. However, I also want to use CRM for existing clients (accounts) where I can track how much time is being spent on tasks for these clients. I can see clearly that both calls and events for each account have time tracking in minutes / hours but tasks do not have this. Is it possible in one
Notes field in Leads Table
Hi, I place relevant comments in the Notes field in the Leads table before I convert it. This field needs to be available in the Potentials table. What do I need to do to get this done? Thanks for your help. Mohan
Customizing Converting LEAD page
There is a suggestion from my clients to have customising option the CONVERT page from lead. Bringing in additional custom fields which will map to contact/account.
Workflow Alerts
It appears that work flow alerts will not work with ONLY an email address listed in the "Additional Emails" section. I want to alert someone that isn't a Zoho user and I want them to be the only person that gets the alert. Is there a way to make this work?
Mass Email Report Showing Who Has Read Email?
I'd like to be able to track who opens and clicks links in mass emails that I send out. Is this possible?
Example of Navigation improvement needed
Since this is fresh in my mind I wanted to post it immediately. I was working with a lead. I was in the lead record and I start to LOG A CALL. My phone rings and I need to abort the call logging. I click on cancel. The next screen I see is the View screen in the Activities module. I now have to go back to the Leads module, Locate the lead I was working on, and re-open that lead record. When I CANCEL something Zoho should take me back to the previous screen/record/place I was at before. What I would
Can an un-associated contact have a billing and shipping address?
Hi I have a contact in Zoho CRM which is not associated to an account. When I link that to Zoho Invoice, I see the mailing address is then taken to be the billing address. The 'other' address fields are ignored. But I also want to define a shipping address for the contact. Where can I enter that data in CRM so that it appears in Zoho Invoice? Thanks Gene
Finding Inactive Deals Made Easy
When you edit the fields in a record, the Modified Time is captured, but what happens when you send an email, add a note, close a task or associate events, tasks or calls! These changes are recorded in the Last Update field under Leads, Contacts, Accounts and Potentials modules and this information is used in Pulse. We can do a lot more using the Last Update field information, as it is now available under the criteria section (as the Last Activity Time field) in Custom List Views and Reports. How
Zoho CRM Android Filter
Hi Is it possible to create groups for contacts on the Android version? Using Custom Views in CRM we can effectively create Contact Groups. But this does not transfer across the Android App. Instead there is a filter with only 2 options: - All Contacts - My Contacts It would be good if we could instead get the filter on the Android App to match the Custom Views set up inside Zoho CRM. Thanks Gene
How to use Zoho docs in combination with CRM leads
We have calculations and other documents that are related to leads and accounts in CRM. What we struggle with is how connect the 2. Ideally we would like to open a document within a specific lead , work with it safe it and maybe send it as an email attachment to a customer. There is an option to attach documents but only from your own desktop and not from Zoho docs and secondly If you open it as an attachment there is no possibility to safe the changes. What we sometimes do is to create a link using
sending email to a field of Data base
Hi I am trying to work with workflow email alert, I want to send an email to the vendor, when a field is updated How can I send the email using one field of the database as the recepient of the email (to) best regards
Can you embed zoho crm web to lead form into a zoho sites website?
Can you embed zoho crm web to lead form into a zoho sites website?
Zoho CRM: Reporting features needed
Hello, I am an Enterprise Edition Administrator and need the following features - I need to group Potentials by roles in the hierarchy (not users) e.g. by Regional Sales Manager - North and Regional Sales Manager - South & West in the attached role hierarchy picture. I need to group Potentials by the closing month (closing date isn't very helpful). Any help with the above features would be appreciated. Without these features, the utility of Zoho CRM seems to be relatively low. Regards Nitin
How To Group Contacts By Month
I work in the insurance industry and need to be able to pull up a group of contacts by month. Anyone know how to catagorize contacts by month?
Zoho CRM Android - Linking Potentials to Account
Hi With Contacts on the CRM Android App, in the Contact View you can click a link, which then takes you to the Account View of the related Account. But you can't seem to do the same for Potentials. i.e. When I am in Account View I want to be able to click a link to see the Potential View's details. Would like to request this feature be added to the Android CRM App please. Thanks Gene
Formula , excel to Zoho CRM
Wondering if anyone can help with this fomula, It works in excel but how would i convert it to work in zohno? Below is our feescale matrix for purchases. If the feescale number is in a given field (for the sake of this formula I will call if Feescale), the excel formula would be: =if(property price<200001,if(feescale=1,549,if(feescale=2,649,if(property price<300001,649,if(property price<400001,749,if(property price<500001,849,949)))))) This would cover the first 5 bands for feescales 1 and 2.
You can create a lead by sending email to the Zoho CRM?
You can create a lead by sending email to the Zoho CRM?
how do I get a custom field to show up in Sheet view
I need to get more information out of the Sheet view, it only shows. Lead_ID, First name, Last name, Phone Email I'v added custom Fields In Edit Page Layout, "date picker" I need that information to show up on a Column in Sheet view. Sorry for the noobnes of the question but I'm stumped.
Zoho CRM account cannot add user neither reset password
Hi, Am having a problem, I've created my account through google apps, tried to add a new user, but the new user was added to a new zoho account. Neither of us are receiving emails from Zoho - no they're not in spam we've checked - and we cannot change the email address on the new user to re-invite cause we can't change the password, link from zoho to reset password never arrives! We're stuck and would really like to start trialling your product! Thanks, P.
Shot position in contact field.
Ok, so this is what I need to figure out, if somebody could help me it would be greatly appreciated. So on both the Account Details page for companies, where it lists the contacts, it shows the fields name, email, phone, mobile, fax. Is it possible to take fax out and instead show the position? I really need the position to show to make this work with Zoho. Also on the main contacts tab screen, I need the position to be listed there as well. I'm talking about the screen where after you hit the contact
Next Page