Potential Report by Stages
Is there any chance to create a report in CRM that captures the duration of potential stages and sums them up by stage without using the advanced crm analytics module? best regards Max
No lookup field update in timeline view
Timeline (history of activities with a record) has not indicate while lookup type field has changed within a record. Timeline indicate the last update time but not indicate the nature of lookup field update. When this challenge will be fixed? Is anybody has a solution? I have an idea to add custom module (say "Changes") and add changes as a standalone record. Then watch this change in related list. Does it work?
Do emails sent from Office 365 attach to ZOHO crm contacts?
I have the integration set up. My emails sent from Office 365 are not attaching to the Contacts in Zoho even though the emails match. Does the integration only allow for emails sent from within CRM to be attached to Contacts?
Unable to send message;Reason:554 5.1.8 Sender Address Blocked
It's been block from last 2 days, i already email support, please fix this problem asap!
Amend current domain name and email
Hi, a month ago i have purchased a domain and a pro business service, with a name that i'd like to change completely, is it possible to amend it? Marco
Error Message when trying to log in
Hi, We keep getting this error message when trying to log in to the crm account on Zoho showErrorAndReload('Please\x20reload\x20the\x20page\x20and\x2 Sometimes after a few trys it let us in but at the moment we cant access our account. We are using a PC and have tried different browers (IE, Chrome, Firefox) Any help on this would be extremely grateful Thanks
Reply and forwrad functions not working from contact module
When I open an email within a contact module, none of the reply, reply all or forwarding options work. I can create a new email and the reply/forwarding functions work from the top menu, but not nothing happens when I try to reply to a message opened within a contact. How can I fix this?
Secondary Sources (Vendors)
I would like to be able to specify a second vendor for a product.
Calls not showing up in reports
HI, Activity reports only show completed emails but no calls. How can I change/fix this? Thanks, Johanna
Web Form Lead Notification
I want the web form leads to go to multiple users at the same time or to have the lead be assigned to one user and also an email notification be sent to other users or a specific email address. Is this possible? Appreciate your help.
Blue print transition changing record owner
Is it possible that during a transition in a blueprint to have the record owner change, or have a required field of changing the owner? In example: Sales person closes deal, in order to transition a require field is to input the new record owners name?
Variable or group task assignee
I was wondering if it was possible to assign a group or a variable as an assignee of a task?
Skype vz Facetime
I have noticed that I am only allowed to make a call on a contact number in CRM contact by using Skype. Is there any chance to use Facetime instead? as soon as I press on the number (phone icon) it launches skype ... How can I change?
Duplicate Email
Hi, How do I duplicate an email template from one module into another? I would like one I set up for contacts to also be used for leads. Thank You
Email Template
Hi, When I sent a test email to self and opened it with outlook there are white lines between template sections showing. It does not look good. How do I fix? Also what is applicationpng which is showing as an attachment? Thank You
Intermittent "Permission Denied" error when editing text fields in Leads, started this week
Hi there - refreshing multiple times and restarting the browser both make the problem go away for a while, any clues about why this might be happening and how to fix it long-term?
Adding the field "attachments" to my Quotes section in Zoho CRM.
I would like to be able to add attachments to the quotes page tab. How do I do this?
Update Account owner based on Contact owner
Is there a way to automate updating ownership of accounts based on related contact owner? Typically we have contacts in our CRM and then we have Accounts created through an API when they sign up on our website. The goal is to assign those newly created accounts to the owner of the contact. Thanks, Esben
Skype for CRM
Is there an option for Skype Chat/Calls intergration yet with ZOHO CRM
Duplicated campaigns on Zoho CRM
Hi. I sent an email campaign using Zoho Campaigns. When I check my email campaign on Zoho CRM, I see the campaign with my name like an owner and the same campaign with the name of another person. Why? Daniel
I deleted my super admin account how can i change any other account to new super admin
Hello , I have email setup with the organization earlyman(dot)design. My super admin was admin(at)earlyman(dot)design but by mistake it got deleted. How can i access my super admin now. IS there any way i can change the other user as a new super admin. Thanks
How remind the user if a record is still in old status after a period
Hello. I have a task to remind the user if a record is still in old status after a period of 24 hours. How can I do this? Thank you
Automatically Link Contacts to Accounts
I have imported all my Accounts and Contacts into Zoho CRM. I have 3000 accounts and 11000 contacts. Unfortunately the link from contact to account did not happen. From what I can see, all I need to do is populate the Account Name field of the contact with the Account Name of the Account. If I do this manually then I see the contact associated with the Account in the Account record. Anyone know how to write a custom function to do this automatically based on the main phone number as the contacts
Email is on google via IMAP - how can I keep emails appearing in relevant CRM contacts after closing an account?
Hi there We were advised to set up google email via IMAP and have it nicely working. How can I remove gmail and Zoho users though and still have their emails appear in Zoho CRM in the client record? Thanks! Nick
How can I remove the first "Contacts" area on an account's page?
When I navigate to an Account page, there are 2 areas for "Contacts." The one at the top shows only a subset, and one further down on the page shows all (in sets of 10) with more detail. How do I hide or remove the first area, that only shows the subset of contacts? Also, in the second area, can I change a setting such that it shows more than 10?
Is it possible to rename "Billing" fields, just in the UI?
Is it possible to rename Billing Street, City, State, Code, etc. in the UI on an Account page?
multi option workflow rules
I use instapage.com for my landing pages. My landing page has a list of options with 3 checkboxes. This form goes straight into my zoho crm and that checkbox connects to a multi option field that has the same options as the 3 check boxes. Checkbox (instpage.com form) - option 1 - option 2 - option 3 zoho leads multi option field - option 1 - option 2 - option 3 Now I'm trying to create a workflow that looks something like this. If Territory IS TEXAS AND Lead Type IS Web Lead AND Service IS Option
Sum of "Products"
Hi, all - I'm hoping the forum is a bit more helpful than I've found support to be with this. We’re a small market research firm using Zoho CRM to manage our list of panelists, who complete surveys for our projects & are then paid an incentive for their participation. Though the "Panelists" module itself has some customization, it's based on the Contacts module. It's necessary for us to track the amount of money we owe each panelist for: Each Project: The amount they're owed for participating
Integration from Salesforce to send contacts to Zoho CRM
How can I do the following WITHOUT using a tool (i.e. how can I use apex code to send to zoho crm?) I know how to do REST Callouts in Apex/Salesforce but not sure how to integrate with the Zoho CRM API? Create an integration in salesforce that will send contacts to Zoho CRM.
Zoho CRM: Mail with special characters
There is an issue with a lot of german mail adresses. You can't set an adress with special characters for a contact and a lot of german adresses use äüöß. Is there a way around that? Or are you plaing to fix it?
How to prevent an old login appearing?
Around 1 year ago I changed my Zoho CRM login and password. However when I click www.zoho.com/crm/lp/login.html on my toolbar, the old login appears automatically as a prompt. This is irritating and time-consuming, as I have to look up my login and password and enter it manually, when the whole login process should be automatic. How to prevent the old login appearing?
Multiple Contacts
I have two contacts at a Lead but ZOHO only allows me to enter one person per lead. My lead is the company that has two contacts. I don't want to create a second lead. Any suggestions? I'd really like to make notes on the company lead with details on which contact I spoke with.
Nothing is appearing under "Customer" when I go to Activities or SalesInbox
When I click on "Activities", it shows a list of activities by categories of "customer", "Open Deals", "Leads/Contacts", and "Others". But when I create a task under an account with an Account Type of "Customer", the task appears under "Others" on my activities view instead of under "Customers" where I expect it to show up. What am I missing? The same issue is occurring with my "SalesInbox". Nothing is showing up under the "Customers" section there either. I would assume that the "Account
Reports with Data from Leads AND Accounts
I want to generate and export a list for direct mail so that I can send these contacts and/or companies a marketing piece. I attempt to do this in the REPORTS module but you cannot select Leads AND Accounts' data for the same report. The problem is that I need contacts or companies from both the LEADS module and ACCOUNTS module. I know I could generate two different reports but I don't want to. Is there a better way? Why can't you generate a report using both of those modules?
Side Panel - Phone number formatting
I'm in the United States. I know when I key in a string of 10 digits into a contact's phone field, Zoho nicely formats the phone number for me (xxx)xxx-xxxx. That's great. But unfortunately, wherever there is a side panel on the right displaying contact info, the digits are not using the nice display format. For example, when looking at an activity, or at an email in salesinbox, the contact info panel on the right shoes phone digits not formatted.
Auto Respond Email not sending from webform
Hi, I have a webform that is configuring into leads, however the auto respond email is not going out. Today I tried adding an auto respond rule but that hasn't worked either. I'm still waiting on Support to get back to me but it's holding me back from launching my business so I really need a solution! Thanks
Closed Won becomes Closed (Won) in Zoho -- and Zoho's response
We're relatively new to Zoho after being in Salesforce.com for *many* years. We love Zoho, but suddenly saw something that took us for a loop this morning. Zoho suddenly change the format of "Closed Won" to "Closed (Won)" in their Deal stage names without bothering to let anyone know. We had tons of scripts against the API break and surprising to us Zoho support doesn't think it's an issue to just change things like this. Is this norm for other folks who have more of a history using Zoho?
Prevent invoice drafts automatically generated
Hi everyone Is it possible to prevent invoice drafts from being automatically generated when the status of an opportunity changes to accepted? Thanks a lot for your help ;)
SalesInbox Reply to Email - cursor goes away
When I reply to an email from SalesInbox and click in the body of the email to start typing the content, the cursor is blinking and ready for typing, but it quickly shifts and disappears. Very frequently I type the first sentence or two and then realize nothing I typed is showing up on the screen. I have to click a second time in the body area to get the blinking cursor again. It looks like it happens when Zoho places the reply to message/quoted text, the cursor disappears.
Push to dial functionality
Good morning! I am a new administrator to Zoho and I have a question regarding the push to dial functionality. It seems to only allow Skype calls. Is there a way to change this to google voice or another VOIP? Also, I can't get the skype function to work either. Any tips or is anyone else having this issue as well? Thanks!
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