The check box for recurring activities will not allow me to check it, how can I fix that?
The check box for recurring activities will not allow me to check it, how can I fix that?
reoccurring potential revenue
Community - how can I set up a reocccuring "close" in ZOHO CRM. For example, I have a potential that when closed will be worth $1000 a month - how do I set this up to reflect a "close" that will reflect $1000 every month or do I need to manually enter it each month?
Pricelist Modification
Hi there, What is usually the best way to modify existing pricelists and to add new ones? If I modify an existing pricelist, will it affect the Sales Orders already in the system with these items in them? Thanks in advance!
Is there a user manual downloadable in PDF form?
Is the user documentation available in PDF form? The online help function leaves a lot to be desired as for reference material. I'm evaluating whether ZohoCRM would be a good replacement for ACT so far I'm not completely sold. For my purposes I need a contact management software that I'm able to update anywhere and easily accessed on various platforms PC's, Mac's and mobile devices. I would like it to handling most of my customer correspondences: request for info, emails, sales literature and calendar
How to create an action/to-do plan?
I'm using the free version right now to do some testing. Is it possible to create a set plan of items (emails, tasks, phone calls) that can be launched when a lead comes into the CRM? I would like the plan to be able to launch manually or automatically. Thanks,
Google Contacts Sync - Doesn't save settings
This is not a good start. I upgraded my Free trial account (which I was testing) to Professional today for the sole purpose of syncing CRM with Google Apps, and it doesn't seem to want to work. I go to Configure Sync Settings, fill out the data, hit Save, and it does nothing. I'm wondering if the page is even loading properly, because the 'Custom Views in Zoho CRM' and 'Groups in Google Contacts' drop downs are empty. I would have also thought that the Field Mapping would be filled out as best possible
Create a report with Vendors & Contacts
Currently, there is no option to create one report that has both vendors and their contacts. As Zoho partners we had come thourhg many cusotmers that find this as essential for for their operations. Any chance to see this in Zoho future releases? Thank you, HolisticCRM Zoho Aliance Partner.
"Convert Lead" always makes Contact and Account and then goes to edit the Contact screen
In the previous Zoho CRM release, converting a lead created an account and a contact, but the next page you saw was the edit account page, and the contact was created in the background. I don't use contacts that were created from leads (various reasons), but it was not that annoying since the contact was created in the background, and clicking "Convert" took me to the edit the account page. In the new release, the account is created in the background and "Convert" takes you to edit the contact screen.
Privacy
I have multiple salespeople and it appears they can see each others leads/contacts/activities, etc. Is there a way to restrict all views so that each person can only see his data? (I am using the free version) Thanks
Combining fields from different modules in one View
Within my dashboard section of Open Tasks, I would like to show the company name related to the lead or contact. How can this be done?
Images in mail template is not shown in received mails
Hi, I created one mail template, inserted some images into it , used that template and send it to the recipient. When I checked it for testing, the images are not shown. Only texts are shown. However, after several testing, I found that the images are shown only when I'm logged into Zoho. Otherwise, some broken icon is shown. Unless the images are shown, I can't send it to the customers since not all the recipients are always logged in to Zoho. This is very important to me. Could you please fix
Time Zone Setting
I have set (and reset several times) my time zone (USA PST) and Zoho CRM still lists the time as GMT when I add a note, schedule an event, etc. What am I doing wrong? Thanks.
Trying to make default text in text area and to disappear on click
Hello, I have a comment field in my web form and I am trying to Have default text in that says something, then when the user clicks on it (on our website) the text should disappear. I tried using the onFocus command (just edited the HTML myself) but it does not work. Can anyone help me set this up? Thank you Heres my code: <div id='crmWebToEntityForm' align=center><META HTTP-EQUIV ='content-type' CONTENT='text/html;charset = UTF-8'> <form action='https://crm.zoho.com/crm/WebToLeadForm' name=WebToLeads493609000000063013
Linking "pick list fields" that are the same.
Question: When using a "pick list" field that is the same in multiple files is there a way to only have to add new values to one of them? For example; We're using Lead Source in both the Leads file and the Potentiasl file. If we add a new Lead Source option in the pick list, we currently have to remember to add the value in the other files as well. Thank you for your help! Jere Warner 610.828.8630 x4101
Drop-down list values to Integer?
I was wondering if it's possible to convert the values of a drop-down list to integer so I can use formulas to calculate them . The values themselves are integer, yet Zoho seems to interpret them as string Any ideas?
How to be alerted when a user changes any records in CRM
As an admin, I'd like to receive an alert when any changes are made to the CRM system (i.e. any user updates a record, adds a task, etc.) How can I do this?
Printing Attachments - CRM Quote
Is there anyway to print attachments in the body of the quote, or as secondary pages to the quote? Thanks Michael
Include Customer email in Auto-Acknowledgement
Is there any way by which we can include the customer email in the auto-acknowledgement email template, which goes out to customer once a request is submitted in Zoho CRM. Regards Rajiv
Two Seperate Companies - How To Use Free Zoho?
I have two companies that I run and operate. I run them from my same laptop and would like to have two seperate instances of the application running for the two companies. At the moment as I attempt to login with the 2nd companies details, it auto-recognises me and auto-logs me into the 1st company, of which I already have a session open for. How do I get around that? Please help Thanx Alastair
Converting a lead to a contact...
New to Zoho :-) When converting a lead to a contact, what happens to lead notes? I tnoticed when creating a new contact there was no notes field.
Note editor
When writing or editing a note in the new UI you only can see 4 lines of text. In the old UI there was a pop-up window where you could see a lot more of the text. This makes it a lot more difficult to write or edit a note, as it's difficult to view your work as you go along. Please make the note editing box bigger.
How to limit Potential Owners to a sub-group of CRM users?
I have a list of Zoho CRM users but I only want to have a few people as options in the "Potential Owners" drop down list. Can you tell me how to set up the system this way?
Secondary sort
Is there anyway to sort a view based on two columns (ie a primary sort and a secondary sort)?
Emails
Hello I am trying to follow emails from enquiries right they way through to potential, is it possible to see all emails that have been created through out this process when looking at potential. Hope that makes sense???? Any advice greatly received. Kind Regards Tracy Stoveco
Inputting alerts on my contacts list
I am trying to input alerts into my contact list. For example, when I go to My Contacts list I want to be informed of all phone calls I need to make that day. I want it to pop up directly on that list and I want to be able to organize the list so that it shows me the list of contacts I need to call that day. Thank you!
show a chat window of staff who are online
show a chat window of staff who are online record the chat keep history of it like gmail does connect the chat to the client as option
Can a field be update by Scheduled Mass Update Using Automation?
Hi, Is there anyway to use automation to cause a field to be updated after a scheduled mass email? It would be great if there were a mass update field selection on the Schedule Mass email form! Thanks, Dennis
Task description in contact page
Is it possible to customize the activities view inside a contact page so that I will be able to see the task description without opening it?
Vendors Tab Missing in CRM
Hi, I had an upgraded account, I configured the system, renamed the "VENDORS" tab to "OTHER ORGANISATIONS". My upgraded account expired and I renewed it again but now it seems the "VENDORS"/"OTHER ORGANISATIONS" tab is missing. I can see and edit the fields in the tab but it not available for me to add to the tabs list. It has been added before, it seems there is a link missing now. What can I do? Is there a UK support number I can call? Kind Regards Jamie
Help Customizing record Information
I want to customize which data are listed in the Completed Activities section of individual Records. Here is a screen shot of how it looks now: I want to show the RESULT of the activity. I don't care about the start Date or End Date or the modified time. Is there a way to individually control which columns are displayed in the Detail Sections of records?
BUG Url field type cutting off my urls
I assume this is because the length is internally cut off at 255 chars. But a valid url can be much longer. Please fix this asap!
BUG REPORT email template displays Decimal Field as Currency
We just discovered another very annoying bug similar to this one: https://help.zoho.com/portal/en/community/topic/bug-report-whole-number-field-prints-as-currency (which by the way, to this date no one has acknowledged or bother to confirm in Zoho). When you use an email template to send mail to a Potential, the email displays all DECIMAL fields as currency ! In other words, what should display in the email as "5.02" displays instead as "$5.02" In our communications with our customers it's easy
BUG Report: whole number Field prints as CURRENCY
We have a custom field called AGE, defined as a whole number with 0 decimals (which is kind of dumb that Zoho asks us to define, since whole numbers don't have decimals anyway). When we have a print out of an Account with the related details, the list of Contacts prints the AGE field in this format: $16,00 (WRONG, it is a whole number not currency) when it should be 16 (Right) This is obviously completely wrong and it affects us in a number of ways, plus it makes us look stupid during meetings
Formulas
I am trying to create a formula in my invoices to add the appropriate number of days from invoice date to obtain a due date. The formulas are not sinking in.
SMS API
Hello I have a questions is posible to develop a SMS API fo Zoho CRM. It is posible how can i contack with the Zoho Team to develop this features Thansks
Duplicate Leads
How does one find duplicate Leads using the New Version?
Problem with a Not Confirmed user
I have a user who has not recieved his "Invite". 8 others on my team haved but he hasnt. I have tried to reinvite him several times and he never gets an email. I have checked his "Junk Mail" and the spelling on his email to be sure it is correct....stumped. Any ideas.
getting bigger tabs in home menu
hi, I'd like to have bigger tabs in my home menu. I mean, not by selecting 2 columns, but by "stretching" the tab in order to view more tasks (for example, or more leads in the leads tabs ...) without having to click on the "next" button. is it currently possible ? thanks a lot
i am trying to import leads into my crm and none of them are being imported
i have lists that i am trying to import into the crm and when i upload them i map all the appropriate fields then when i import they are not being imported and it is giving me this error: (Reason: Due to empty values for any of the mandatory fields) . I have checked the fileds and all of the values are there. Can someone help me with this?
Custom fields limit
I have 24 custom fields and the setup page that i can have up to 25. when i go to add another custom field or delete and try to add one it says that i reached my limit. how can i fix this?
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