Configured new email for CRM user at our office and it won't send
Can someone assist me with this issue? We set up a new CRM user in zoho. Then we added them as a email subscriber within zoho. Everything configured correctly and they are receiving email no problem. But when we go to SEND email, we get this error message: Version:1.0 StartHTML:0000000149 EndHTML:0000000565 StartFragment:0000000199 EndFragment:0000000531 StartSelection:0000000199 EndSelection:0000000531 Your status in Zoho is still unconfirmed. Please confirm your user status using the My Email
Emailing groups
Is it possible to email any groups you have set up in either Zoho CRM or Zoho Business? It's really a hassle having to cc people within your own organization. Most CRM solutions have the basic ability to send emails to people within your company.
Bug adding leads in firefox
Using firefox and crm. When trying to add a new lead none of the fields appear. only save save and new buttons appear.
Additional Fiels for Users
I cannot find a way in Zoho CRM the functionality to have additional fields against users (i.e. Commissions) . Does any one have any tips or tricks to implement this type of functionality? Gordon
Solutions
Is there a way to make it so only the owner of the solution can see it? Like you can do with leads, contacts, etc.
Convert Opportunity back to Lead
Hi All, Is it possible to convert an opportunity back to lead? Once an opportunity is on hold or non-responsive we might want to use this as a fresh lead on a later date. Another question would be to find out a way to archive the opportunities that are stale but we still want to search the same but they should not appear in the opportunities or various reports? Thanks, Ranjan Soni Bennett Technologies
Quote generation issues/questions
A few issues/questions: 1) I would like the ability to add a note to each product in my quote 2) We charge for two months at the beginning and then monthly after that. How do I set that up within Zoho?
Anyone have a screen shot of a generic sales work flow rule?
Setting up a "Sales Process" and wanted to see if someone had a generic workflow rule?
Problems with Custom Fields and Field Layout - Accounts
Hi, I am working on a customer implementation and having issues with custom fields and layout showing. I have created some custom fields in the account section (see below) I have then created a custom page layout for the account page(below): I have saved the layout - however, the custom layout does not show when you create a new account(below): Please help?
upgrade from lead to contact
how do I move a person from lead to potential to contact? thanks
Mas email to leads not working properly
Trying to send a mass email to my leads (using professional and with a working email account within Zoho email). Have created an email template which previews properly with signature and weblink. I go to the choose records tab and no matter what i do i can't get a list of leads- even if i just select custom view and "all open leads", Zoho reports no leads found. Within the leads tabs i have almost 100 open leads. Whats happening and how do i fix it?
Report custom date bug
Using custom date filter on a report Clicking sort by created date (which is one of the fields on the report) to re-order the report It cancels the the custom date and gives me all the items again every time. Please advise.
Disabling Data Export in Zoho CRM
Is there a way to disable standard users from exporting data from the CRM?
Move of a "Won" potential
Hi I was wondering how do we move a "won" potential out of potentials without losing the data associated with that potential? Basically leaving the potential in there when "won" is distorting the pipeline. I have tried deleting the prospect but this removes all the associauted data, attachment, notes, etc for that potential. Thanks John
Follow Up on Contacts, Leads, Accounts
I used outlook for years with follow up flags. These flags remind you to contact someone without creating a task and the are quick. Is there a way to quickly set follow ups on contacts, leads, accounts or do you need to create a task to do so? Any ideas?
Zoho CRM ID already exists ???
I have tried to create several new users with emails that I know are unique. The people I am trying to add have not used Zoho before, but I am still getting the message: "Zoho CRM ID already exists. Please use a different Zoho CRM ID." Why would this be happening? I am using the free version to start with one user set up & cannot get the other two working??? not feeling very confident about this so far.
User Activity
Is there anyway to view all users activity?
Unable to display task details screen?
Hi I have set up a task and assigned it to another member on my team. When she goes into the activity details screen the screen has all the field names and other features but not information for thefields its all blank with "loading-----" at the bottom. Pressing the "print preview" button brings up all the details. Help!
Customizing Quotes
Hello, I need to add some stock text to all of my quotes (a disclaimer) as well as an area for a client to sign to approve thier order. I can't figure out a way to do this. Is it possible? I'm read some info about html code but I have no idea how to do that. Thanks, Julia
newbie question about Zoho
I am considering signing up with Zoho CRM but I have a few questions: 1. Can I separate customers and prospects into different groups so I can mail to the groups individually? 2.Can I customize the field information to suit my needs? 3. Can I import my contacts from ACT ? I am a "road warrior" manufacturers rep selling hard goods and my CRM needs are simple but having access to the information online would be a huge benefit for me. Jeff
Working potentials as a team
We have many agents using Zoho CRM now. What we did not realize is that there is no way to work potentials as a team. It is extremely important for certain sales organizations to work or collaborate on potentials. With Zoho there is no way to add any additional users to an potential, task or event. This is a design flaw and should be corrected as soon as possible. You should have the ability to add users to a potential so ALL users working on that potential can follow it through to a sale.
Cases Tab
Is there any way so that when a case is created under a purchase order, the contact and account lookup fields automatically populate based on the purchase order? Also, please add email section to cases tab!
Is it possible to classify leads into categories that I want to name?
I am using Zoho CRM and want to know if anyone is aware of whether or not I can classify leads into categories I prefer.
Outlook plugin
Just today the Outlook calendar plugin is crashing Outlook when trying to sync.
Link stage to Closing date
Hi, Is there a way to link the Stage a potential is at to the closing date. Say a Potentail is at stage 1 (of a 7 stage sales process). the closing date should be 2 months from stage 1 (set automaically somehow). As the potential moves through the stages the closing date would move forward or back depending on how quickly it is progressing. If a potential stays at stage 1 (or any other stage) for a longer period of time the closing date would move accordingly. I have been told by Salesforce that
Custom Lead Fields
I am trying to create custom fields and they're not showing up on my lead page or in the setup for page layout,but when I go to recreate it I get a message saying that field label is already taken.So where are my fields?
How to restrict users to only view their own accounts only?
Please help, I need to make sure my users only view their own leads and their accounts only? can you do this as an administrator? Amir
Email from Report Scheduler without attachment
Did a search on the forum, but haven't found anyone reporting the same problem. I have set up a report to be emailed every day. I receive the email, but it is without attachment (just the ZoHo picture loginlogo.gif). Anyone?
Home Page Components
1. Please consider a RSS feed component on the home page 2. Please consider a URL component on the home page
Duplicate data on reports
My invoices area appearing duplicated in my reports, does anyone know why? Did anyone had this problem either? Thanks, Alisson
Custom field shows wrong data in sales order template
Hi, I have a custom field, (an extra address line), and for one of my accounts when I print a sales order or invoice the address line is always the same, no matter what data appears in the field itself. For example, I add 'Uxbridge Road', in the address field, save it and then go to print preview the order and I see, 'Norwood Road', instead. How can I fix this? Thanks, Nick
Eudora E-Mail
Is there any possibility of Qualcomm's Eudora being incorporated into Zoho CRM? Have used Eudora for years and years, and hate Outlook! Thanks
ZohoCRM and ZohoReports?
Hi everyone, I am sure this information is buried somewhere in the documentation :o) but just curious, is it possible to A) Export data from ZohoCRM into ZohoReports and do complex data analysis? (across multiple tables/modules)? I know that data can be exported from ZohoCRM in tabular / CSV format. B) Is it possible to setup a periodic, automatic pushing of data from ZohoCRM into ZohoReports? initiated from either application? This would be really great! Kenneth
Modified time is 1 hour out
Hi, I am based in Ireland and have my time set in Account Settings as Irish Summer Time. When I edit a task, to set a reminder or whatever. The "modified by" time is 1 hour out. For example if I edit at 11.08am, the modifed time says 10.08am. This is causing an issue as the alerts are not happeing ata the correct time. Any fix for this? John
Way to shortcut to a Template in a View, or in Recent Items?
I've created a template for my users which requires at least 5 clicks to get to, and 7 to print. It would be nice to be able to "shortcut" to this template, either in a view I can insert as a component into their home page, or under the left-hand side menu panel system. Is any of this possible? Shortcuts to a template, modifying the menu panel on the left? Thanks.
Attaching Files > 5mb
Hi, In our potentials & products pages, we need to attach an occassional customer ppt presentation so that the whole team can share it. However it is > 5mb. How can we do that? They won't compress to < 5mb. I believe Z Docs accepts files upto 10mb, even the free version. Thanks Luke
Simultaneous Address Change for contacts under one account
Has anyone seen this problem? An Account has an address change. You change the address accordingly, but, there are 15 Contacts beneath that Account. How can we change all their addresses at the same time when we change the Account address?
Mass Email - contact columns
Is there any way to choose which columns show up when you doing a mass email during the selection process. I need to see certain columns to make sure that I have the right contact and the right criteria. The current columns do not help me in anyway to make sure I get the selection right. Please advise.
Contact address fields - exporting for label printing limitation
Dear Zoho team and user community, I have contacts who have from 1-3 extra lines of address information before their name and street address start. So it would look something like this: Department of Public Works Streets and Sanitation Division PW-13SSD06 Mr. John Doe 19 S. Madison St. 60938 Chicago, IL, 60029 The issue Im having is when I need to print out the full address from contacts with our mailing label printer. Unfortunately, even if I have created new custom contact fields with names like
World Clock has vanished
The World Clock has vanished from the left hand column on all our CRM pages. It happened about a week ago. Is it no longer available, or is there some way of getting it back? I can't find anything in the documentation or forums about this. Does anyone know about this? Many thanks. Paul
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