"Quick Actions" customization
In Zoho CRM is there a way to customize the fields in the "Quick Actions" list? For example, the quick action "Add a New Contact" can be found when viewing an account. When using this function, I'd like to be able to enter the Title of the contact I'm adding. Is this possible?
Target Module
Hi, I'd be interested to find out how anyone is using the Target Module in Zoho CRM and do they get any benefit from it? Thanks in advance Ralph Young
On New Feeds Bell Icon Not adding Numbers!!
I am using the custom function to notify the another account user(Test User) on new potential creation in my CRM account. The another account user (Test User) also get updates in feeds about the changes made in 'Potential'. But 'Feed Bell Icon Not adding Numbers on New Feeds' thus loosing the importance of feed notification.
How do I generate a report for all contacts that have not had notes made on them within the last 30 days?
Hello, Our sales manager wants a report for Zoho CRM that shows all contacts that have not had notes written for them in the past 30 days. I can bring up all contacts that have had no notes ever by using Contact and Note as the joined tables, and using 'Note Content is Empty' as an advanced filter -- this seems to only show items that have no notes at all. However, I can't properly generate a report that would show items with no notes in the period; using 'Note Creation Date > 30 days' will merely
Why does Zoho show me banner ads at the top of our CRM to all users?
I keep seeing banner ads at the top of CRM, today it was about "Why your CRM should be fully integrated, read our blog." It shows this to ALL my users not just admins which looks super unprofessional trying to pitch CRM features to basic users, especially considering I'm paying for an "Enterprise" product not sure why I'm being shown ads. We even had a user open a help desk ticket thinking they were supposed to be doing something. I did live chat and was told it's by design and cannot be disabled
Zoho CRM administrator has been lost
Zoho CRM issue: Our super admin has deleted his Zoho account (do not ask why). CRM is still alive but nobody has admin rights. Question: - How can I disconnect from current CRM and accept an invitation to another zoho CRM? or - How new admin could be assigned to one of existing CRM accounts. Please assist!
May I change a field name for a few modules in the Free Edition?
I want to use Zoho CRM for a charity. I am tracking donors and donations. So I have relabeled my modules to reflection donors instead of contacts and leads are now potential donors. Opportunities are donations. I want to set up an API to connect to donate.ly where we actually receive and manage our contributions. they have a donor ID field that I would like to put into the Assistant field. So I am hoping I can relabel the Assistant field (in the Contacts Module) to be Donor ID where I would store
Stuck on Zoho CRM Page
Hi I am trying to access my account but stuck on Zoho CRM and a blank screen when I try to login, what could be the issue?
CRM Webform acknowledge e-mails go to SPAM!
Using webforms to capture user sign-up. After they have signed up, I have configured my webform to send an acknowledge e-mail to the subscriber. However this e-mail gets caught in the recipients office 365 spam filter (and I would think the same happens with gmail). Below is the Header of the e-mail. If you run it through the Microsoft message header analyzer : https://testconnectivity.microsoft.com/MHA/Pages/mha.aspx You will see that microsoft has assigned a Spam confidence level of 9 = "deliver
Multiple Email Open Alerts
Any idea why I would be getting multiple email open alerts? Are people opening my emails over and over or is this just a bug?
Multiselection Picklists and Reports created of one option from the list
I'm trying to tag contacts with various tags. I've created a multiselection picklist for these tags. Now I want to only see all the contacts that have one of those tags. However, reports only list the tags all together. In other words, the multipick list has created a one to one relationship, but I need a one (contact) to many (tags) relationship. How can I create a report that shows up all the contacts who are tagged with just one of the options from the multiselection picklist?
E-mailing a partially filled form
I need a way of e-mailing a potential client with a form that is pre-filled with the information that I already have for them and blanks for the information still needed in order to turn them from a lead to a client. Is there a form that I can use to do this? Suggestions on the easiest way to accomplish this task?
Remodeling Company Setup
I'm new to Zoho and trying to figure out if I can use it for my kitchen & bath remodeling company. The way my business works is we get a lead (contact form from website, call in, referral, etc) and we set an appointment with a sales person. After the initial in-home appointment, we do a proposal for the project or separate proposals for multiple projects (kitchen/master bath/powder room) and set a second showroom appointment where the client either signs or doesn't. We also have repeat clients that
Terrible user management for admins
I've been working with a variety of enterprise level CRM's since 2004 and I've never encountered such poor user management features for admins. The inability for an admin to change the email or password of a user is truly bewildering. A user has left and I simply want to change the email on the user to the new employee. I'd put up with not being able to change the password if I could change the email, the new employee can do a forgot password. Come on Zoho, this is 2016. Even the old username is
Search in notes shows contact name?
Can I search notes and see which contact/account that note belongs to, or is it only possible to see the note title and note context? (I don't have an account yet so I can't test myself)
Linking contacts with accounts, etc
Hi all, How do I link contacts with other contacts, accounts, deals, etc?
Workflow Rule not triggered when a record is updated by another rule ?
Hello, I have a question about Workflow Rules (WR) : are "Field Update" rules triggered when a field is updated by another rule ? Here is our use case : We have a WR on Quotes : when the quote stage is changed to "Accepted", it triggers a change on Potentials, the potential stage is changed to "Accepted" too. And we have a WR on Potentials : a webhook is triggered when Potential stage changes. So, when a quote stage changes to "Accepted", the potential stage changes too, and this webhook should be
filtering leads by 'email status' problem
Hi, I sent about 490 emails from CRM on 10/01/17. When filtering leads by email status by sent on date '10/01/17' And status is 'any of above' Only 80 of the 490 leads came back in results. Why was that?
Mass Transfer
Hi, Please can someone tell me if the mass transfer operation transfers everything to the new user including activities and events etc. or do i need to do something else to make sure that all data has been transferred before i delete the account? Thanks Sue
Last Name cannot be empty error
Most of my forms, which have worked before, now only give this error when the whole formed is filled out, including the Last Name field. What changed? How does this get fixed?? Thanks, -Melissa
IMAP Connectivity to Gmail
Hello, I see that my account has iMap connectivity to Gmail but one of my users does not, and I cant turn it on? I'm a superadmin from what I can see. I am not seeing the popular iMap screen shot as in this example: https://www.zoho.com/crm/help/email/configure-imap-account.html#Zoho_Account 2nd Question If I enable iMap for this user, will we loose their current emails? 3rd Question: Where does the Email button go, I see people have commented on that? Thanks
Template Enhancements in Zoho CRM
Email templates form an integral part of communication in CRM. Whether it is a welcome email that you automate to be sent to your leads, or a big deal alert you send to peers, templates are closely associated with your everyday CRM activities - and we want to ensure that your experience using them is seamless. With that in mind, we have enhanced templates in Zoho CRM for better user experience and flexibility, with a few additional new features thrown in. Following are the top new features and changes
Skype and zoho CRM
Hello how to be possible to clic on a tel field in CRM and get the call directly ? At this stage it just open skype screen and I have to dial with my PC keyboad or with the skype screen.. thanks nono
Import Leads for User
I'm requesting you please add a third option, "Import Leads for User" followed by a pick list of users. I often import leads for a single user, which requires me to always add a "Lead Owner" column. It would be helpful to just choose the user at this stage. (I've disabled import permissions for my users after too many data quality issues; I do the imports for them)
Mass Update - restoring data to original
Hello, How do you restore data in a particular field that's accidently been changed in a "mass update"? I'd like to restore it to the original field's data.
creating Reports : how to choose module order ?
Hello, When creating a report how to choose module order ? for instance : option, contact, accounts have to be linked in my report. Thanks nono
Obsolete products
Hi, i have some products in CRM that i want to 'obsolete' i dont want them to appear in the product list avaialble to quotes, but i cant delete them as i want to keep my products history for my customers. how do i do this?
Potentials in Zoho CRM
Dear all, We are starting using potentials in our company but the whole thing seems not to be doing what it should or I unable to find it. When you open a potential, you need to specify the products/services that you are offering, and how many units of each. the way in which is setup now, you can only create a general potential amount and nothing else. When we open a new potential, normally could include 7 to 20 products, so having the information as a total, does not help. We would also need after
How to follow a team member activity
I added a new user and wanted to follow all his activities (instead of following each lead/account individually) so they show up on my feed. Is this something doable?
Can I sync zoho activities with google calendar?
I read the forums and help tab but can't find an aswer to my problem. when I go to settings, extensions, I can't find the google calendar option.
Zoho Writer - Cannot save updates to Mail Merge templates
Hi! I have an urgent issue in that I can no longer update mail merge templates that we use for Quotes etc. It says that it is autosaving but it isn't. When I do a manual update to the template I get an error message. I have tried creating new templates in Zoho Writer and get the same problem. I have tried importing templates and still have the problem. Any help would be really appreciated! Tim +353 866 044 820
Syncing Zoho CRM with iOS devices
How do I sync Zoho CRM events with the calendars on both my iOS devices and my iMac? I would also like the calendar on my iOS device to sync with Zoho CRM.
Synchronizing Gmail Aliases
Greetings, One of our users has a primary gmail account synched to Zoho CRM, but with several gmail aliases associated with this account. These are 'true' aliases, and not those using the '+' symbol. How can we add these aliases in her emails settings so that they will be recognized and the messages sent to, and received from, Contacts and Leads imported to our Contact and Lead records? Thanks!
Cannot edit first name of Leads and Contacts, editing task fields hidden - general z-order issues?
Hi, Since the last release I have noted that the firstname field displays as blank and it looks like you cannot add data into it: - When adding a new Lead - When editing a Lead or Contact The field appears to be present though, as I can tab to it, type and some of what I type is saved, but not displayed when editing. Also when editing a task the status (not started etc) is on top of the calendar when I click on the due date to change it. I am using Chrome (Version 55.0.2883.87 m) EDIT: The screen
Accounts have disappeared?
I have not accessed my Zoho CRM for about three months but now when I go in, I can see all contacts but no accounts. Accounts are not headed at all? Has something changed? I'm using the free version.
"House Accounts" that All Can See
Hi, We have 30 or so "house accounts" that I've assigned to me, the system administrator. We want all of our sales people to see these accounts, write notes, etc. When I set these up originally, I shared them from System Adminstrator to Sales Engineer with Read/Write/Delete access and it worked for a while. (See attached screen capture.) Now nobody except me can see them. I don't want to make the default for accounts to be "Public" as that will give everyone visibility to everything. What am I
Please bring the old search function back | Searching Records
I'm not sure why you have moved to a less intuitive solution. Please bring this back
Using a .csv file to import record to Zoho CRM giving me a problem
Hi. I need to import some contacts from Salesforce into an account in Zoho CRM. In order to do this I need a .csv file. As we all know, the "Account ID" field of the import is mandatory. But basically this is what happens: the account id is:1754161000007234032, but Excel changes it 1.75416E+18 and therefore Zoho does not recognize it as a valid Account ID.I have searched with Microsoft and Excel and it doesn't matter that I change the field in the .csv file to text, general, etc. after I save the
Webform for custom module ?
Hello Team Will you allow to create a webform for custom module in the future? Thank's Moderation Update: Webforms are supported for Leads, Contacts, Cases, Vendors and custom modules for a long time now. Read more about the same in the link below.
How to add a formula to a view's criteria
I know there are formula fields that can be added to a form, but how would I add a formula to the criteria of a view? For instance. We have a field in our Contacts form that is the date they joined our program. I need to find all of the contacts that are due for renewal today. So if they joined on Dec. 15,2012 the formula would return the value of 15. The formula I want to use is "Dayofmonth(${Contacts.Payment Start Date})" but I can't see where to use that when defining a view's criteria. Any help
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