Contacts -> Account Links Disappearing
I had all of my Contacts assigned to Accounts. When I logged back in the next day, I noticed many of my contacts had no account assigned to them. So I went through each one and made sure they were all assigned and linked to a valid Account. Today I saw the same thing - about 1/3 of them had no assigned account! So for some reason the link is being broken, or not holding. Has anyone else experienced this issue? What can be done to prevent this from happening?
ADD CUSTOM MODULES w/ the ability to create custom relationships
The ability to add custom modules and custom relationships between modules is what makes salesforce and SugarCRM so powerful. Zoho was great for us for about 8 months until we needed more than a very basic CRM. I think the CRM team need sto look at features like this, that make them able to compete with the big CRMs in scalability. It seems like there is a pretty low cap on what companies can use a tool that is not more customizable (and that does not mean tryiong to fit my custom module needs
Enterprise Edition: Cannot add new user
I have the Enterprise Plan, which states it includes Unlimited users. However, when I try to add a user, I receive an error message (See screencast). http://screencast.com/t/KtU1VQjvjNss Melissa
Problem while importing calls
I used Zoho on one domain and wanted to move it to my other domain. So i exported everything to CSV-files and tried to import them again.Wich worked, except for one problem. When importing calls and Activities the link between client/contact and the activity disappered. This is a big issue for me since i am now not able to follow up what have been told to each client last time we spoke.
Converting a lead to a account
I really like Zoho but when I convert a lead to a account it seems to lose data. I cannot see the lead source any were when I have converted it to a account. This is important knowledge to us even though the lead is converted. How should I be able to do a analysis of what lead source gives the most clients etc. if this data is lost when converting a lead to a account?
On User Input -- Change Value -- Lookup Field
Issue: the problem was caused by the field being a currency field. When I changed it to a regular number field, it worked fine. Some weird bug. My conclusion about the error below was incorrect. The problem is somewhere else, but I cannot solve it. Here is what happens: Load new form Select Value A from a lookup Field 1 On User Input for Field 1 script is triggered: If lookup 1 = A, then set Field 2 (currency) to a fixed value and disable Field 2 Otherwise, set Field 2 to null and enable field
I have mapped a the "Address" field across Leads, Contacts, Accounts, and Potentials is there a way to....
I have mapped a the "Address" field across Leads, Contacts, Accounts, and Potentials is there a way to update the "Mailing Address" field in Contacts, and have it auto populate the linked "Mailing Address" fields in the Potentials? I get it that I can populate the Mailing Address fields in a the "Leads" section, and when I convert the lead to a Contact and a Potential it copies the Mailing Address across to the Mailing Address fields in the Contacts, Potentials and Accounts, but how can I do this
Time based workflow not triggering
Hi there, I have a workflow setup on Potentials. It is set to activate on "Create or Edit" with NO Rule Criteria set (meaning I want it to fire on all records created or edited). There are NO Instant Actions set. There is ONE Time Based Action set. Execution Time: 1 day after the Closing Date Action: Update Fields (1): Field Update: Set Stage "Not in field". However I just looked and saw that nothing has fired since I set this up. The most recent should have fired on Jan. 18. Am I required to
ZOHO CRM feels both polished, yet somehow not yet ready for prime-time
So I've had almost a week now to tinker around with the CRM options. At this point, I feel confident in saying that it's a good balance of price and features, and there is support, albeit very slow for a company who's customers are other all running businesses on their platform. However, I'm comfortable enough with the system and the pricepoint that I believe I'll be sticking around for a pretty long time. I am also very happy with the clean, uncluttered appearance. Visually, it fits in pretty nicely
Selling to individuals only, not businesses
Many businesses are business to individual only in their scope. They have no relationship with selling to businesses, contacts, secretaries or assistants, purchasers, decision makers etc. It often looks like a salesman going into a home and selling products to a family. How do you take a raw lead and create an appointment with this person, sell them and make them a client? Please advise.
No Phone numbers in Potentials!!!!
Hi, I'm starting to get a little frustrated with Zoho now........To the point where i'd rather pay more and go to salesforce!!! We are a new start up company, the company we broke away from used Salesforce. This is how we work!!!! A lead comes ion from web-to-lead. - I capture -frist name, last name, phone and mobile. Once we qualify the lead we convert to - Account - Potential and contact. Both phone numbers only map to contacts, 1 number to account but none to potential!!!! It is
Assignment / Workflow Rules - NEED HELP
Hello, I am wondering if it is possible to create a Workflow rule that I get e-mails when IMPORTING LEADS into ZohoCRM? If i import X amount of leads into ZOHO and select a specific Lead Source, can i trigger ZOHO to send an email to a designated email address? Right now my workflow and assignment rules are to contact a specific email address if the LEAD SOURCE IS NOT EMPTY. Now, if this will not work when importing leads, will it at least work when someone submits on a web form, regardless of what
Assignment Rule - Importing Leads
Hello, So I have created a workflow and assignment rule that is supposed to trigger an alert via e-mail when the Lead Source is not empty. I have imported a test file to see if I would get an alert, and have not received anything. Can anyone please shed some light on this? It would be greatly appreciated.
ALERTS FOR ADDING ATTACHEMENTS
I ideally would like this CRM to send an email alert whenever an attachment is uploaded, this isn't in the drop down of options in the 'alert' area. I would also like it to email each user as to where it has been uploaded and onto which record. Is this something this CRM is capable of? Any help much appreciated
Contacts linked to Accounts Disappear
I had all of my Contacts assigned to Accounts. Everyday for the last 4 days since the outage I come back to my account and the links are broken again, it appears to be on the same accounts too. I have gone through each contact and made sure they were all assigned and linked to a valid Account. But the link keeps breaking/disappearing. Why does the link keep disappearing and what is being done to fix this issue????
View all Accounts or Contacts
Is there a way a Standard (ie. non-Admin) user is able to view All Accounts and Contacts? We have a user set up as Standard, but when they click on either Accounts or Contacts tab, they can only see the ones they creates (ie. the ones they "own"). I need them to have a way to search for any contact in our database, and view them / send them an email etc. Thanks, Kenneth
CRM / Gmail Integration
We recently integrated two Gmail accounts with Zoho CRM. For one, this has worked fine. For the other, we are unable to send / receive emails via Zoho CRM. Instead, we receive the following message: "Unable to send / receive emails. Please update your password in Zoho Mail Add-on configuration page." We've attempted this too, even with a clean set up of the accounts and still no luck. Any advice on what the problem might be and how we can fix it would be appreciated
Trying to demo, but....why is my Username showing up in email?
SO I just want to test this out before I buy. I try to dod a simple email test and email myself a letter. Works easily enough but when i get the email, the return address has my Zoho Username as the sender. I don't want my customers seeing my username. I want it to show my name or "SALES" or plenty of other possibilities. Why does it make sense to anyone that my Username should be the sender. Simply leave it as my email address at the least. Is there some way to change what name appears as
Leads will not save
I have entered ten individuals into the leads section of our zoho account and now only one of them is showing up. I went to re-enter the other leads but each time I try to save, it says: The record(s) you are trying to access is not available. Following could be the reasons: - You do not have permissions to access this record(s). - The record(s) could have been deleted from Zoho CRM. Has anyone else experienced this? What can I do to correct this? I'm wasting time trying to enter information that
email NOT a mailto: link under accounts
Hello, There is a huge problem that causes a major incovenience and it should be very simple to fix. on the "CONTACTS" module under the "ACCOUNTS" tab, each contact that has an email is displayed. but the text in which it is displayed is a plain text, and not a mailto:email@domain.com link. this forces us to have to actually click the contact to then click his email address. Please fix this interface bug ASAP!
Converted leads report
Why does the converted leads report put 'Pre-qualified' in the Leads Status field, irrespective of what the lead status actually shows in the lead?
Forecast report history
What are the rules for when a change appears in the Forecast History?
Creating forecasts
I like the forecast report, but would like to create one for each sales person. Please can someone give me advice on how to do this.
Leads & Contacts
is there a way to 'downgrade' a contact to a lead? Thanks. Manuel.
how to modify an existing user'a email address???
I am trying to modify/update the email address of an existing user however it looks like the field cannot be edited, please help!!!
Outage aftermath
After yesterday's outage, where I was locked out of access to my client information for a full day two things have jumped to the top of my must have list. 1) Offline access. - Luckily yesterday was a slow day for us, but on a normal day not having access to things like client notes and contact details can cause us a world of hurt. Some form of offline access could mitigate that. 2) More robust backup options that the user can control and have access to - backup has been a concern of ours since
BUG REPORT - Attaching Files to An opportunity
Doesn't work on a Mac using Safari -
Lead flow in ZOHO
I would like to know what is flow/process for a lead to make a customer in ZOHO CRM. My question is when a lead from hubspot is inserted into ZOHO CRM, what is the next process in ZOHO. I understand the lead is converted into an account/contact/potential. I would like to know if they will be converted in that order ? If I have a record in Contacts does that mean the lead has been converted and that the deal has been won ? My goal is to find all those hubspot leads that we were won. This will help
Zoho CRM - Alphabetical Search not working in the Portuguese localization
Hello, Have you noticed that the alphabetical search is not working in the Portuguese localization of Zoho CRM. I haven't tried any other language besides English and Portuguese, but though the English version works perfectly, the Portuguese is lacking this functionality (maybe a bug). Can you please address this issue. Thanks in advance, Leonel Silva
Two adress mail
Hello, I would like to know to receive an alert on two different e-mail adresses for one only user when we create a task with reminder. Thanks a lot. Regards
Import of contacts: relation between contacts and companies
If I have a file with more than one contact in each company and want to import the companies AND the contacts: How can I build the relation between the files under the TAB companies and the contacts under the TAB contacts? Must I import at first the companies and than the contacts? Is there a field that build the relation between companies and contacts (e.g. custumer-number)? BR Klaus
ZOHO Web Forms
I'm trying to embed a contact form in my Google sites web page. I get a error email. ( Web to Contact has been disabled for your Company.So Zoho CRM is unable to create Contact in your Organization.) How do I enable it? or am I setting it up wrong?
Leads&Contacts
Hi, Is there a way to 'downgrade' a contact to a lead? Thanks. Manuel.
Question related Leads/Contacts
Is there a way to 'downgrade' a contact to a lead? Thanks. Manuel.
Invoice Templates (sample)
Looking for sample (not to build my own template) all the discussion are "oh here are the instructions, make your own. Unlike the brilliant people behind this CRM I dont have coding skills. Here is what I need: I need the product price to be populated just like the invoice that comes with the CRM, but I want to add the tax as a % into the invoice, which would then be calculated in the total. Thanks,
notes following from leads to potention
the notes from the leads do not follow when you turn it into a potential - very annoying Bret Carpenter
associating task with account for service dept
I'm trying to figure out how tasks fit into the picture here. I have a service dept that creates a service item, lets say some sort of problem at a customer's home that i need to dispatch a tech to. So I create a task and then schedule this task basically just using the calendar date function. The task is associated with a contact, but if I pull up the account, I don't see the task (only the service item). The task dropdown has the account option in it, so I can change a task to an account (odd)
Lead Designation
Is the Lead "Designation" equivalent to "Title"? When the lead is converted, will the designation become the title under contacts?
Pulse bug
I have been toying with the new pulse feature in Zoho CRM, and am running into a problem/bug. For example: I have record that says it was updated 6 days ago (right on the pulse page). When I move the pulse slider to a rate of 4 days, it lists this record as having been modified in the last 4 days. Please fix/advise.
Searching for an exact term
I have a field M/F and the two values are Female or Male. I can select all Female but cannot search for records that are Male...because the letters Male all appear in Female, I presume. Is there a way of searching for an exact term or phrase? Thanks!
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