Deleting a Task without first completing it
Is it possible to delete a Task without first Completing it on the web client? I see how to do so on mobile, but don't see an option on the web. Thanks David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Seeing if a report is not in a folder
Is there a way to see a list of reports and which, if any, corresponding folder they are in? I am trying to isolate reports I haven't assigned a folder to, and it is tedious to check each one individually. Thanks
Secondary Sort - why on mobile and not on Web?
I find secondary sort very helpful on the mobile apps, but it doesn't seem to be doable on the web. Is this true and if so, any plans to add such a capability soon? Thanks David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Recurring Tasks
I looked up how to set recurring tasks and the help section indicates that there is a Recurring Activity checkbox. However, I don't see such a checkbox. Is this still a feature of Zoho CRM, and if so, why do you think it is not showing up in my dialog box? See screenshot. Thanks David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Creating more screen space in Activities
Once a Filter has been set on the Activities Tab, is there a way to hide the Filter Activities By column to create more viewable screen space? David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Activity Report showing deleted tasks
I just created a report to show Activities of my Accounts, but discovered that previously deleted Activities are showing up in the report. In fact, when I click on them in the report, I get the following error: This action cannot be performed. The record you are trying to access has been deleted. To restore access, remove the record from the Recycle Bin. How can I exclude such deleted items from a report? Shouldn't they be excluded by default? Also, how can I filter a report to exclude Closed Activities
Client View filter by Product Purchase
Hi, I will like to offer a new product to clients who purchase both products x and y in the past. What will be the best way to create a view in order to filter these clients and start calling them?
CRM contact verification
Greetings I would like to create a function within CRM that allows my contacts to update the details I have entered. i.e. to verify and correct those details. I have created a webform within zoho and have it visible on my website (wordpress) and a landing page but I don't know how to create the code so that when I email the contacts with a link to the form, they see their existing contact details and when they make changes and click save the CRM data is updated and stamped that the contact has verified
Not able to import deal amount
Hi, Everything seems to be working fine for importing deals except for the deal amount, which is always blank despite the excel file having a value -- please see attachment
Associate Deals with Contact
We provide products (deals) from various providers (accounts) to various contacts. not all deals are of interest to all contacts I want to assign contacts to deals. how is this possible?
Heads Up; IMAP and CRM 2016
Heads Up; CRM 2016 is great and will get better Regarding email; I have CRM Pro and was having pre CRM 2016 duplication problems when I used POP3 for my emails. Despite support, no solution was identified. 2016 Pro allows IMAP use, since it is now out of beta. I also hear that the CRM developers are actively working on a CRM tab for IMAP email for the Pro version. My sense is that this will group emails together and enable sorting etc. Hopefully, this information will save other folk from hours of
Webform submission is not generating info or sending email
I embedded the code into my site. I tried numerous times from different computers to enter info into the form and I am not receiving the information as a lead or receiving an email on the email address I am inputting. I'm not sure what else I need to do.
Change Lead/Contact created date and user who created it
Hi We have one person updating our customers database, importing prospects and clients. We would like to change the Created Date in Zoho to the date of the actual first contact we had with our Lead/Customer, ranging from weeks, months and even years ago. Also, we would like to change not only the OWNER of the contacts we wold like to change the CREATOR of them to reflect the actual OWNER. I tried doing so from Zoho Sheet as an administrator but these changes did not applied
Sort emails based on a deal/potential/opportunity criteria in addition to sender/recipient
Hello everyone, As a partner, one of the most requested feature among others is to relate the emails to a specific deal/potential when having different deal going on with the same customer. The use case is very simple to understand. AS IS As of now the email gets related based on sender/recipeint mail address of the record for every module inside the CRM. NEED But think when big companies for different reason have multiple deals with the same customer, such as selling multiple service/product/project
How to handle multiple types of accounts?
I need to keep track of about 5 different types of accounts. Each type of account needs a slightly different page layout. My current understanding is that a Page Layout is based on the User, not the type of data the record is? It would save a lot of time if I could assign a page layout based upon a field in the account record. Example. Account where account_type ==== "blue", gets the "blue" page layout. Account where account_type ==== "red", gets the "red" page layout. If this does not work, is
How to count a text field?
Hi all, I created one custom dropdown list in my LEADS module where you have to select 1 option of the list. Now I want to make a report inside CRM or Zoho reports with a column bar graph that shows how many of each of this options we have created per week. How can I created that report? thank you. Daniel
Lookup field issue
I have a couple of lookup fields that record the business/institution and department of a contact, these lookup fields get information from our institutions (businesses). For instance, I want to link the current university of a student, to that student. The problem is that when you're setting up a new contact and click the lookup field for the list of institutions, and click the correct university, there's no 'enter' button or 'save' button, so there's no way to complete the task and link that
SIMPLE Feature Request: Note Pad
Hello- First off: Zoho One is awesome! Well done. I'd like to submit a feature request: A simple notepad that resides inside the CRM product. Nothing fancy. Just a little text editor. Stickies are cute, but their a little bothersome being yellow and sitting on top of things. Just a notepad to take quick CRM related notes. That's it. Thanks! Keep up the great work!
Zoho records updating with different instapage forms
Hi Team, I use Instapage.com for my landing pages. And I have 2 different forms that I want to integrate with Zoho CRM for Lead creation. First form has such a fields: 1) Company Name 2) Full Name 3) Email Address 4) Phone Second form has these ones: 1) Company Name 2) Business Address 3) City 4) State / Province The question is would it be able to update the zoho record with just what the lead completes filled out on second form? Or it will create another one record in Zoho? How can I do that?
Purchase Order Delivery Address lookup
If I set a section on the purchase order to lookup the account why cannot I copy or populate the shipping address with the customers details for when I order items for direct delivery? Am i missing something as this is pretty standards stuff really?
Fathom Invoice
Someone tell me how to get zoho invoice to show up....they just disappear whenever I create them. Once in a while they show up. I made a video of the problem.Please help. http://youtu.be/52pajqZ5m68?list=UUj-dtY6vKGMqT3AJuDaDfOA
Purchase Order Output Forms
Hi. Looking to create a purchase order form from Zoho other than PDF (like XML). Is this possible, and how might it be done? This would be extremely useful to the company that receives a majority of our orders so that electronically submitted orders go to their own order processing system directly, which will eliminate duplicate entering. Many thanks!
I can not login to zoho
Could someone tell me why this happens?
Email Template
I am moving an short email newsletter from Zoho Campaign into Zoho CRM as an email template, but I've exceeded the 100,000 character template limit. Is there some was to bypass this limit, or get the html code out of Campaign more effectively? The actual email is very short and it's hard to believe that I'm over the charter size limit.
Cannot modify related to field in task
I have created a few tasks and forgot to select the correct account via related to -field. Now I am trying to edit those tasks but related to -field is greyed out. Do I need to recreate all those tasks manually in order to make them relate to the account? Petri
Data linking between Calendar OR Task and Product?
We are looking to use ZOHO for scheduling our coaching classes. Currently, we enroll people in classes through Products, and we would like to use either Tasks or Calendar as our master schedule, while keeping enrollment through products. - Is it possible to have a product link to either an event in Calendar or a task in Projects? - If we upgrade to be able to create custom fields, can we add exact times in Tasks? - Can we add custom fields to calendar events? - Are there any other calendar features
Populate new field with portion of text from another field
Hello! I'm new at this, and hoping to fix what I think was an error I made when importing a list. I have a large list of radio stations. They represent a variety of formats, signal strength, etc. When I imported, I combined all of that "extra" information into a single field called "Description." At the time, I didn't think I'd need those elements called out individually. Now, I'd like to be able to pull out the FORMAT information, and create a field that allows me to select stations based on that.
Form for updating contact details?
Hi there! Is there any way I can send an online form to my contacts and they can update their details automatically themselves? (right now I email each contact and ask them to send me their new addresses etc. I want to get them to update their details on their own into Zoho CRM). thanks!
Fetching Products from deals to quote.
Hi team, I have a issue in Zoho CRM. If I create a Quote from Deals Module, I need the Products which are added Inside deals to be automatically updated on the Quote Which I create. Is that Possible??? your Assistance is Appreciated. Thanks, Abishek.
Trying to understand business process. Should I model my custom object after a case / deal / or custom?
My sales pipeline is brokering deals between Accounts shipping items (Shippers) and Accounts willing to transport those items (Transporters). This transaction I call a "Load" It has some stages in the sales process but nothing too complex. The shipper requests a bid, Transporters add bids, and a transporter's bid is eventually accepted. Once the bid is accepted the load is tracked until delivery. The income and expense per load also need to be tracked and associated with the two accounts. My question:
Changing color of pin on Ipad Map
Hey there, I'm wondering if anyone knows how to change the colour of the pin on the Ipad App map. I would like to somehow "flag" leads that I have visited so that I can quickly see on the map the ones that I still need to visit. Any help would be great appreciated. Thanks!
Mark unread?
How do I MARK UNREAD an email in CRM contacts? I have Gmail imap connected and I want to read an email, and then mark it UNREAD again after reading please. thanks!
Migration to zoho.eu
Hello, We're based in the UK and joined Zoho last week using CRM and Projects but were led to zoho.com instead of zoho.eu. There was no prompt to choose location and the zoho.eu link on the top right side is virtually invisible if you use an ultra wide screen. Only later a pop-up suggested to try the .eu products and we found that the products are separate according to zones (is this correct?). Now it's a requirement that we migrate data on both apps to zoho.eu. We're thinking of: 1. Creating new
What is a Standard Filter vs Advanced Filter?
On my Reports, there is a section above that allows for a filter called a "Standard Filter" - can I control which fields are shown in this filter? I can't tell why the fields that are shown are there, and I would like to adjust them so that I can filter a report on the fly without having to change the filter within the report settings itself. Thanks David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Sent address from Workflow Alerts
Is there any way to set the FROM address in workflow alerts? At the moment they are sent from notifications=zohocrm.com@notifications.zohocrm.com on behalf of notifications@zohocrm.com but ideally i would like them to come from alerts@companydomain.com. I've read the CRM Workflow Alerts help page and it shows the option of setting a "From" address, but when i follow the instructions i'm never given the option to set a FROM address at the stage where is suggests i can. https://www.zoho.eu/crm/help/automation/workflow-alerts.html
Task Reminder - which version
Which version of Zoho CRM must we have to access task reminder?
Dayofmonth(Datetime) not working
I am trying to set up a formula that returns the day of the month. For example, 5/20/2017 would return "20". I have been trying to use Dayofmonth(Datetime), but it does not work. Please help. Thanks! MG
how to crate a conact custom view based on custom date field = today
how to crate a contact custom view based on custom date field = today. i need to create a custom view to import records into zoho campaign. I read somewhere this is not possible in gui but we need to use deluge script. any ideas:? ty
Data Encryption
What is the progress of data encryption? I have a couple of questions regarding how you are proceeding: are you just encrypting the entire zoho database or are you going to encrypt each clients data individually? is the key going to be zoho held or completely inaccessible by zoho? when is this going to be in place?
2 MODULES UPDATE RECORDS - I really need help, please!
I have a small problem that I would like to help me solve. I have 2 different modules: Module 1 called invoices, here I have all the invoices I receive. Module 2 called checks, here I have all my checks in my wallet. What I need to do is: When I pay an invoice or several with a check, I need the check to change state to "used check" (I have a field for this purpose) I've tried a thousand ways but I do not really need to give me a hand. PVU
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