CRM roles : CEO
Hello, Is it mandatory to designate a CEO for the CRM? Because, when someone is CEO, the reste of the users cannot see what he posts, unless there is a way to keep the CEO role and to be able to see his work on the CRM. Thank you!
Why am I been charged $10 USD when the biweekly Backup Service is "Free" ???
Hi Since yesterday I have been getting Payment notices for $10 USD that you were not able to process because I have not given any credit card info, our company paid annually through one of your dealers, anyway you are trying to process a payment I did not agree to, we already pay for the Professional package I have set my CRM Backups to Bimontly because that is the maximum that you include without extra charge and somehow this month you are trying to charge me for it, why?
Recently run reports for all users
For administrative purposes is there a way to see which reports are being used by everyone? Recent reports is great, however it only shows reports that the current user has run. Audit Log only shows when a report is added or changed but not run. Thanks Glenn
Is there a way to update a Lead Owner once they have been converted?
I have mass imported leads to our CRM (on behalf of my organisation) and by default was selected as the Lead Owner. I then discovered these leads were existing accounts, so I have converted them accordingly. Once I converted the leads I changed the contact owner to the correct person owning the account, however when I set up dashboards on my home screen I can see it looks like I have converted 80% of the organisations leads. Is there a way I can change the lead owner so our dashboard statistics
Log daily activities?
Hi, I'm new to zoho. Is there a way for me to document the activities that I am doing on a daily basis? For example; Today called this guy and spoke to this guy. Went to this or that location. Thanks Jacob
How do I create a report of people I didn't email on a certain date on the CRM?
How do I create a report of people I didn't email on a certain date? Any guidance much appreciated. The email sent didn't go as a marketing campaign. It went as a mass mail out.
Can I report on total emails sent from external applications?
Hello, I'm just starting out with ZOHO, When I run a report to track number of emails sent, it does not include emails sent from a mobile device or outlook. It only seems to have ones sent from within the CRM. Is there a way to report on ALL emails? Thanks,
Zoho CRM and Zoho Mail Integration: Lacking Functionality
I am starting this thread to make Zoho Aware of area's where integration of Zoho CRM and Zoho Mail are lacking functionality. Please Add to the List so they are aware: 1. Tasks cannot be created from a Zoho Mail into Zoho CRM. Tasks created from Zoho mail are created in the parallel Tasks application which is not part of CRM. 2. CRM Document integration is not integrated with Zoho Mail. When you open an email attachment (Word Doc or Excel Doc) using the native Zoho Office programs, you cannot
Problems with Email Integration
Boa tarde! Tenho um problema ao integrar meu e-mail com o Zoho CRM, faço todos os passos certos, no entanto, ele apenas migra 3500 e-mails e nossa caixa de correio possui mais de 65.000 e-mails. Você sabe como resolver?
Deleted emails not showing up in ACCOUNT or CONTACT page anymore?
Hello, new user and have been looking around for this answer. If I receive an email from a contact, it shows up on their contact page in the emails sections. If I delete that email from my mail account, it disappears. Zoho doesn't store a copy of them email like other CRMs? Thanks!
Html In Email Templates
I would like to be able to post html code in one of my email templates but I can't find the button on the task bar. It does appear on the regular email task bar but not the one I am using to create templates. Thanks in advance.
Unable to tag other Zoho Users
I noticed today I was unable to tag other zoho users in cases while filling in notes. Usually I type in @(Insert Name Here) but nothing happens when I type in the trigger character. Any ideas as to why this feature stopped working?
Website and CRM Integration
Hello, How to synchronize membership website (where each member has his profile) with ZOHO CRM. Users will subscribe for free and paid additions. After payment or expiration their statuses must be changed in CRM too. Is it possible? What is the best advice/solution for subscription websites to automate sales and marketing activities.
Blueprint to send email to associated vendor?
Hello, I have a custom module for basic project handling, which uses a "vendor" lookup. As usual this gives me a related list for "vendor" in the custom module. I wish to create a blue print for the custom module that sends an email to the contact email address of the linked "vendor". This doesn't appear to be an option in the email alert section of the "after" tab of the transition. Is this possible please? Or any alternative ideas? Simon
New Lead Button on Search Results
A common work flow for me when adding a lead is to search the name of the company first, to avoid adding a duplicate. It would be great if the "no matching record" page had a button I could click to add a new lead, so that I didn't have to close out of the search first.
Drop down does not clear not selected value
I created a simple Yes/No drop down field on a form (see attached screen shot). The default is set to "No," so if an appointment is what we consider value add, the sales person selects "Yes." In all of the drop downs I've used over the years, selecting something other than the default clears out/negates the default value. In this case it isn't. Interestingly, this field works as intended on the Zoho CRM app: the sales rep picks yes, and "No" goes away. So I believe there is a problem with the functionality.
Provide wordpress plguin for zoho crm
Please suggest with answer with questions: Email notifications to administrator on or off Email notifications to people making bookings (Optional) schedule event reminders to be sent out at specific dates Email notification to administrator when tickets have sold out Enable waiting lists when tickets have sold out (e.g. by capturing a user's email address to add them to a list, which we would then use to notify them should there be any availability) Form to capture booking info (name, address, phone,
Unable to receive emails
Dear Sir/Mdm, We were unable to receive emails but can set out emails from zoho. Have drop an email to support@zohocrm.com for help. Please assist as its superb urgent since the whole company cant receive emails. Thanks From, Shely
Email account cant receive emails
Hi, Since yesterday our partner with email account miriam.menendezalvarez@grupoamazing.es is having troubles to receive emails. Some of them she can receive others cant. Is kind of urgent. Regards
Zoho CRM and Zoho campaign
Hi, I would like to know if I can send a zoho campaign to the lead and contacts of zoho CRM, how can they be integrated? thank you
Problem with workflow notifications
Hi!, This week change our company mail system, from google apps to office 365 . We have various workflow to notify us, by email, when a user make a change. Since we migrated, the notification mails are not sent anymore or at least they do not reach us. Do we forget to make any changes in zoho or our dns records? Is there a way to verify if the notifications are sent? Sincerely, Bruno
Feeds and Notifications
What are the default settings for Feeds and the notifications shown under the bell icon? I am using the free version.
Users
Hello, I was wondering if assigning a CEO is mandatory in the CRM? I am asking this question, because when the CEO creates leads, accounts or does any modifications, the people under him in the hierarchy cannot see them. So how can I delete the CEO or how can I make sure that everyone has access to his work? Thank you very much, Tala
Reporting Export - Free Version
The PDF and Excel versions do not look very good. The PDF is very small because the export is all on one page. For Excel, you can't, for example, change the currency format to exclude decimal points. If you export to a CSV then you can make the formatting changes but why offer Excel as an export option f you have to go the CSV route before saving as Excel?
Add contact/task from email
It appears when I am looking at an email and choose "Add To" then "Contact" this creates only a new contact in my zoho email contacts. Can I create a CRM contact directly from an email? Greg Aanes 2109 Queen Street Bellingha WA USA
Remove Discount line from screen form
I have removed the Discount line on all sales orders and invoice templates but it still is available in the screen entry form. it sometimes gets used for deposits (yes is an error but humans are predictably unpredictable) because of its presence and creates problems with the pricing and tax calculations. Is there a way to remove the line from the screen form? Greg Aanes 2109 Queen Street Bellingham WA USA
Global search results sorting
Hi there When I search for a contact, if that person is both a contact and also their name is a commonly selected lookup in another field, the returned list of contacts from global search is only 10 long on a page and can be several pages. You click an arrow to cycle through the list but the returned data is not sorted or sortable. Can that PLEASE be added to your enhancement list. It is very painful. Thank you. Nick
Searching records right after make an update to zoho crm
Hi all, I'm facing an issue with the method searchRecords, after updating a record in Contacts group. The 'updateRecords' is working well, but a few seconds later, I'm getting a 'search records' and the request is not getting the previously record updated however making refresh Zoho CRM page and the project I work recently, this is getting the right record. Do you have any suggest to solve this problem? Thanks in advance. Regards.
Sharing Deals by Stage
Can i Share deals in a specific Stage with a specific group or persons sot they can only see deals in this stage? I've tried it before and its seemed to work but now i can't do it again fro some reason. is that possible?
Zoho CRM user is not receiving invitation email
Zoho CRM user is not receiving the invitation email. Can you pls help
Automatic print (CRM Invoice)
Is it possible to print the invoice automatically after it is saved? I have been looking in the CRM options but not luck so far. Thanks,
Cant create new project just in one account
Hi, We are having troubles to create a new project just for one of our costumers. In the others costumers it works fine. Regards,
How does the "Social Section" work under the leads module for Zoho CRM?
Just wondering if anyone can tell me if the Social Section under the leads module in Zoho CRM auto searches the lead info to associate the social media profiles/pages to it? If so what fields does it search? Is this something that has to be manually entered? I am trying to streamline my prospecting process in Zoho CRM and need to reduce some of the fields. Currently i have fields for facebook, twitter, and other social networks for input. If this is not necessary and the Social Section attempts
HOW TO INTEGRATE ZOHO CALENDAR INTO ZOHO CRM?
HOW TO INTEGRATE ZOHO CALENDAR INTO ZOHO CRM?
Simple SQL logic in CRM Reports??? - Please???
There are some super basic elements that are EXTREMELY frustrating in ZOHO CRM Reports. The simplest of them being that (at least with custom modules) there is no way to simply provide a COUNT function. Why would something as simple as this not be included? SO for example of I have a number of records in a custom module that I would like to group by one of the fields and then count the number of records... NOPE. Similar and equally as painful problem is that if you are going to group by the
Adding Java Scripts into Quote Templates
Is it possible to embed java script into a quote template? We are looking to manipulate the available Product Detail fields using our own calculations.
Notes from other modules to appear in accounts
Hi all Is it possible for notes from Invoices and Sales Orders to appear in accounts module? Thank you very much Best regards
Change custom field from Text to Date without losing data
Hi all Just wondering if this is possible? We imported 12000+ rows of data from Excel, and to get it to import I made what should ideally be a Date field a Text field. Is it possible to change it to Date? As far as I can tell I would have to create a new custom Date field, but of course the data from the previous Text fields wouldn't move over. Is there any way to move the data in bulk from the unwanted Text field into the hypothetical new Date field? My gut says no, but I thought I better check
Filtering Records by Multi Lookup
Hi, We are trying to conduct filtering of contacts to send them emails. We have a multi select lookup in with a linking module that links together Contacts and Campaigns. We need to be able to filter all the contacts who contain a link to a particular campaign, and send them a CRM email. Unfortunately, I am unable to find the filter in the zoho crm's contacts view that enables me to do that. What recommendations do you have? Thanks, Mykola
Confidential Deals in CRM
Hi there, One of the guys in my team has asked if Zoho have anything in place to hide confidential deals in the CRM? Restrict the access to just him for that particular job? He is apart of a wider team, so he will need to share some of his other deals, however some of them are private and cannot be viewed by other people in the organisation. How can I set up a private view? Is this possible? Thanks!
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