Questions about Zoho Mail & Tasks Management
Hi Zoho, I have some questions, if you could help answer: With Zoho Mail Add On, can you make it default so all emails are automatically shared amongst all users? As opposed to clicking the share with colleagues check box, under each contact? Within "tasks", is it possible to modify the default pre-defined fields..."call", "email", "meeting", ect When adding a contact & new task from an email (under Zoho Mail tab), can you assign this task to another user? Is it possible to have two "Potential"
Email templates from Potentials
when sending a email from a potential the email templates do not appear properly (see graphics below) the templates normally are populated when sending a regular send mail, but not while sending from potentials. 1. Potential send email does not populate, missing all the templates: 2. Normal send mail from a contact populates templates: Please advise
assigning certain groups to certain leads (by tag)
Hey, I want to assign certain leeds to certain groups I've created - is this possible? I am using the Enterprise Plan and have looked through your wiki but am unable to find a answer. Any help is appreciated!
Customized Report Problem - Help
Whenever I try to use the customized report function and attempt to filter on the contact name (ie Contact Name - contains - Robert) I come up with no records. All the other fields work fine. What am I doing wrong? Dennis
Email history vanishes upon email address change
Hopefully Zoho is working on correcting this. If you change a contact's email in Zoho CRM, the entire email history for that contact will disappear forever. This is a big, big problem.
Attaching zoho documents in CRM
Hi! When will be available to attach Zoho write/sheet documents in Zoho CRM lead/contact/potential/account modules? regards, Marko
Email history gets removed when user is removed
We have a serious problem and we need to know what to do. We have turnover with our sales reps and right now, as we just found out, if we remove a user from the CRM and Zoho business, ALL the email history associated with that user, between the user and contacts is lost. The only way to preserve that data now is to continue to pay for these users and that solution is not acceptable. We need to know what to do and we need to know quickly. Please advise, this is a major problem.
I cannot see/edit/read my attachments :(
Now I cannot see/read/edit my attachment files in Account Details. When I click on my attachment file there is new submenu appear (download/view in Zoho Write). If I chose "View in zoho Write" there is no happen. If I choose "Download" - appear new window "Unable to process your request Click here to go back." (browser line is "http://crm.zoho.com/crm/IAMSecurityError.do?isload=true") But if I attachment new file - this file I can download successfully. Now I have not access to all my attachment
Field Level Editing
We have discovered an annoying trait that affects usability. In the Potentials/Opportunities Tab when you select a Potential/Opportunity you canchoose between editing individual fields or opening the entire document for editing. The problem is that for some reason you cannot edit all of the fields individually. There does not seem to be any logic behind why you cannot directly edit some fields. We experience this problem with Standard and Custom Fields, and different field types (Check boes, text
Integration of other ZOHO products with CRM
I would like to use some of the other ZOHO products like sheets and docs from within Zoho CRM. Is there at least a way to create a link on the ZOHO CRM page with links to these other ZOHO modules? Thanks Bill
I receive every individual lead as a seperate csv file attached to an email. Is there any way to automatically upload?
Is it possible to batch upload or automatically just forward the email to a certain address and have it automatically uploaded?
Problem with accessing Zoho CRM from office Internet
Hi Support,We seem to be having an issue with Zoho hanging for long periods of time when accessed from our office DSL connection (1.5 Mbps). Despite other web pages loading correctly, we have long, long, long pauses and hang times when entering data in Zoho, when opening Help windows, etc. (note: there are no problems using Zoho CRM from remote locations). Our office DSL provider suggested that we may have a port conflict, and would like to know which ports Zoho CRM servers use to establish connection.
Screen not showing properly
This one is back to haunt me... had this same problem many moons ago and now it is back. when sorting on a column it gives double menus and does this every time (see below). please advise.
How to change user E-Mail address ?
How can I in Zoho CRM change an existing user E-mail address ?
Report exporting
Will you be adding EXPORT TO ZOHO SHEETS to the Reporting section of CRM anytime in the future?
CRM Sheetview not working
Opening email in CRM on the contact record that contains a attachment it gives two options: download open in sheetview clicking sheetview does nothing. Please advise.
To/CC/BCC do not work on sending quotes via email
When I send a quote none of the email TO/CC/BCC fields will auto populate like they normally do in other parts of the system. PLEASE, please be consistent with the product. This is causing us frustration since you have to go look-up, copy and paste every time when trying to send emails from quotes.
Cases - Want To Autofill Account Information
Currently when I create a potential, account, invoice, sales order, just about anything I select the account and the account information is automatically populated (address, custom fields, etc..) When I open a new Case and select the account, there are no fields that will autopop from the account. I've tried adding the fields but the information does not auto-populate. My question: Can you add account retrieval and autopop information into a new case?
Add the login log of the users
hi, I have a request.. Now the system has the audit log, the admin can check the action of the users, that's good. In our company, everyone uses the system, I ask them login the system every morning once they come to company, so they can know the their going work. But I can't make sure if everyone logins the system on time everyday, if the system add the login log, the admin can check it, that's wonderful. What do you think of it?
When Vendor is selected in PO the Product search does not work (update: issue fixed)
When creating a Purchase Order and a Vendor is selected, the Product Name Lookup pop-up window defaults to Show Vendor Products. Great feature, however the search does not work and we constantly have to select show all products and then search.
Alerts for Account Owner only
I am looking for a way to create an event or alert that can be assigned based on the owner of the account being updated. Example: Status = Step 1 (want the account owner to get new event/alert to follow up) Status = Step 2 (want the account owner to get new event/alert to send catalog) I have only been able to assign a single user or an entire role. In my case the data is user sensitive to the account owner. Anyone have any suggestions?
still can't insert a
You provided some PHP sample code recently to insert a Contact via the API. Much of the code you provided had to do with an example of how I might gather my contact data from my own database, however... and only the last 10 lines of the code really had to do with how to retrieve the 'ticket' number and then do the insert. Here is the PHP code I'm using based on your suggestion, but this code doesn't work: $xmlData = "<Contacts><row no=\"1\"><fieldlabel value=\"Last Name\">{$name}</fieldlabel></row></Contacts>";
How to Delete User
The instructions are clear -- "Manage Subscription", downgrade # users. OK, but what actually happens, that is, WHICH user gets deleted. I'd like to know before I try it. And, since I really want to substitute a different user, does this really have to be done by reducing the subscription and then adding a user back? Seems a long way around the barn. Thanks.
Send mail section of contact showing send to name
Is there a way to have the Send Mail section of the contact show to whom the email was sent and display it?
CRM, Gmail, mail
I use gmail as well as Zoho CRM. I want to be able to archive Or 'file" the emails that come in in the contact's email history. Does anyone know if this is available in either CRM, gmail or Mail?
Cannot change my user email address..... newbie needs a hand
I am a one man shop and am the only user on my ZOHO account. When I set up the account initially I put an email address in as my primary email and now I would like to change that. I've gone into set up and it seems very easy to either add or change my email address but it never sticks. It's got to be a very simple thing I'm missing but it's got me stumped. Any help would be appreciated. Thanks.
Zoho is SOOO close to what I need but...
my company sells electronic systems. They can be configured in various ways, and I need to be able to select products and different quantities for each product and have them totaled into the Amount field. I've seen several posts about this kind of functionality and it seems that it should not be a major effort to implement unless the file structure has been set up poorly. Am I wrong? Is there any schedule for having something like this implemented? I thought first that a lookup field should be
A meeting with more than one contact
Is it possible to schedule an activity in Zoho CRM with more than one contact? As an example generate a PO for consultancy services attached an activity (meeting) with the supplier and the client (maybe 3 representatives). All I seem to be able to do is schedule a meeting between myself and the supplier or a prospect and only one person at that. Many thanks Rob
Importing accounts hangs
I'm trying to import some new/existing accounts from csv file into an existing Zoho CRM implementation. I have the file in .csv and .xls and all the field data matches up. However when I try to import it just hangs at "Uploading Import File". Any ideas what could be wrong?
EDITING Potentials Detail View - Add to Potential to **existing** Case?
I've noticed that when I'm editing a potential I get all the related entities (like cases, accounts, etc). I haven't figured out how to associate an existing CASE to an existing POTENTIAL from the potential detail edit screen. I can add a NEW CASE, but that isn't what I want to do. My business rules - - A potential can have many cases, a case may have many potentials (POTENTIAL >--<CASE). - A potential can be created before a case is created. - A case can be created before a potential can be created.
Formula custom fields created or modified will not be evaluated in already existing records.
How do I get the custom field to evaluate on existing records when I add or modify a Formula? The formula simply returns the value 1 so that I can access it as a summable field from some custom reports I'm running. Matrix Report: Rows = Potential's Owner Columns=Territory (Custom Field) Subtotal On=SUM(My Formula) ~ Sum(COUNT OF POTENTIALS) Is there another way of running this report Thanks
Missing Addres when converting lead to account/contact
Just recently the address field does not bring across the information when converting a lead in to a account/contact Please advise what might be causing this issue. Thanks
need pricing info displayed in potential view
When viewing a Potential Detail, the Products section does not show unit pricing info, but seems to show info like Product Active, Manufacturer, etc. I played around with the Product Settings/Edit Page Layout, and it did affect what is displayed in the Potential Detail view, but i could not get Price info to show up. What am i doing wrong, or is this a shortcoming?
Lost Leads
Hi, I was switching from one ZohoCRM account to another. I exported all my leads, potentials, etc to .csv files. I closed the first account and before I was able to import them to the new ZohoCRM my laptop battery died and I lost the .csv files. Is there a way to retrieve these from the inactive account? I had paid through this month, so I am hoping the account is simply inactive and not deleted. If it could help, this is the file name created: Lead_1255234318427.csv Thank you
Chinese Input methods
Can anyone confirm which input methods are supported for Chinese please? Is there plans to also support Traditional Chinese menus or are you staying with only Simplified? Thanks
Report Filter Options
I created a report for EVENTS and I cannot use the filter options to filter by "START DATE" which is appropriate to using EVENTS. Please check and advise.
Template editing bug
I use the Template WYSWYG editor to create a simple Email Template containing two lines of text and I save it. I then select to edit this simple template and turn around and save it without making any edits. The saved template now has additional blank line due to new <BR> html tags that are automatically inserted. This is making it impossible to edit my existing templates. Is this a new bug? What is going on with this? HTML displayed in the editor prior to save: <P>Testing</P> <P>Testing</P> HTML
Trying to configure "Web To Lead" in CRM...
Keep getting this message when testing the form. Would this have anything to do with the fact that we are hosted on a Linus server? Method Not Allowed The requested method POST is not allowed for the URL /contactus/index.html. Apache/1.3.33 Server at heavygu.com Port 80
EMAIL Problem
I cannot send emails to my contacts, either one at a time, or Mass Email.
Rights management
Hello, I am trying the free edition before going further. I am administrator and everyting went smoothly the last weeks until this morning. Unable to savfe a new lead ? With this message : Unable to process your request Click here to go back. And "Insufficient privileges to perform such operation. contact your admin" ...BUt I am the admin.. Any idea ? Thanks
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