Tab Groups
I've created multiple Tab Groups and assigned users accordingly, based on viewing preferences. Is it possible to make the "all tabs" group available only for certain roles (i.e. admin roles)? Thanks, Emily A.
Creating a module that works like products
I'm trying to create (or repurpose) a module to track solutions that our accounts use. These are not our products, we have our own products and this module is populated with those. I'd like to have this module show on the account screen like it does with products and the ability to add new associations to an account via a +new button (as you can with the association between accounts>products. These records will not be added new from the account screen, rather we'll use the module just like accounts.
How best to do this as we are a weird company.
Almost a rookie here (used the free version for a long time but mainly as contact manager and tech information storage) that is now having to move up. This is going to be a touch long so I apologize (watch, I get spanked for this). I am the new Sales
Is it possible to customize views for all users vs just myself?
Hi everyone, for example if I'm viewing an Account, it shows related lists like Potentials, however usually they aren't the fields we use or want. So I will click the little dropdown and customize the columns. However for my users their views stay as default, so I have to log into their account to add custom fields any time I change these. Is there any way to force all users to have the same view that I do as admin?
Edit Pick List Properties
I have several fields that are all in Leads - Accounts - Contacts - Opportunities. When I go into Leads and edit the field to add additional items to the "Pick List" they do NOT appear in the pick list in the other modules. Do I actually have to go into each module - edit the layout - find the field - edit the properties and then add the new drop down item to the list - in every module? You just cannot edit one list and have it appear in the list in every module??? Thanks for any assistance here.
adding Tags!
OK...this needs to be expalined I wish to ADD a list of tags to choose from the informstion online says this: " go to: settings / customization / fields. " BUT there is No such spot in settings.... Make ZOHO needs to be easier to understand!
Additional Dialogues?
When I close activities a pop up always comes up saying 'allow this site to open addtional dialogues' or something. I finally checked 'no' in hopes I would not have to see that pop up, now when I hit CLOSE on a given activity NOTHING HAPPENS. HELP !
Synchronization gmail / zoho
When synchronization gmail / zoho is done and the "Public - Shared with everyone Share my customer emails with other users in my organization." is selected : >> Public e-mail sharing allows us to manage e-mail shares sent from Zoho CRM and the other users can see the responses in the contact form >> But why the other crm users can't see emails sent from gmail in the contact form ?
Sync
Hello Can I sync the tasks I enter into zoho crm with zoho calendar. Thanks for your answer
Products and Quotes
I've seen some older threads outlining (I think) the same issue. I'm trying to customize what fields of a product show on the Product Details line on the Quote. What I need: We're a window and door dealer. I need to be able to leave the price blank (which I can) and also include custom fields in the Product Details line (in my case width (number), height (number), glass type (dropdown). color (dropdown), maybe more I haven't thought of). I realize that this information could be entered in the Product
New zoho CRM DOES NOT WORK - Duplicated Records
The new zoho CRM is junk! Software does not work properly - BAD Coding. All my records within Zoho duplicated by the software. Zoho support DOES NOT RESPOND properly and does not fix it, four weeks on
Re-inviting User Issue
I am trying to re-invite a user to our organization without luck I can send and receive the invite but it is not activating the user???/ Thoughts? When I look at current users is show not confirmed? How can I fix this? Thanks
Where's the notifications gone
Hey - might be a simple question. But I signed up for the free version, but that gives me an enterprise trail. Feels like the trail is now over, and I've lost the notifications bar, and I no longer have sales signals for mails (opens, reads, etc). What version of Zoho do I need to subscribe to in order to get that back?
Roles Hierarchy
Does Zoho CRM support Grant Access Using Hierarchy? And if it does then how can we achieve it ?
Can't import leads from file
Hi, When I try to import new leads from a xlsx or csv file the system freezes and nothing happens. I am clicking on import from my leads screen, choose import leads, choose import my leads, select the file and click at the next button which then changes to uploading. Then I wait, but nothing happens. I waited for 1 hour, but nothing changes and the browser seems to work. Tried to reboot my PC but still the same problem. I am using a free account with Google Chrome and have imported leads successfully
CRM Layout Spacing
Is there a way to change the double-spacing between fields in the CRM to single-space. There's a lot of wasted space there. Paul
Can I create a new layout for maintaining Account records ?
I am using the zoho CRM system for two slightly different purposes and want one group of users to see only certain fields, while another group should see different fields. Many of the fields are common, just some are different. How do I do this ? Thanks !
Data Structure Fixing
Hello, My company is using Zoho CRM in the last couple of years, when the flow we're originally designed, some really important demands regarding field formatting were missing, and now when we have more than 50k leads&contacts it seems too late to do it by hand (-: What I'm looking to achieve: 1. Phone number normalization - Since I already took care of all traffic sources landing pages to making sure phone normalization works on client side and from now on we'll get all the numbers the way we
How to Convert Emails to Tasks or Event or Calls
Hi I just found out that bcc, outlook plugin and imap all don't keep the emails in zoho crm if I i delete them from the email system. I need it to keep email system size small. How can I automatically convert the emails in zoho crm into tasks or events or calls. I figured this will keep the emails in the system even if I delete them from my email company. Does anyone know how to convert emails into tasks, events, calls, cases anything to keep it in the crm system. Thanks!
Profile Picture not showing in CRM iOS
I have a profile picture setup on my CRM account, and it displays in the web version. However, in the iOS version, it shows as the generic "head" icon (those users without a profile picture show up as their initials). The picture I uploaded was 450x450px. Is this something I've done incorrectly, or is it a known limitation?
Deactivating Migrated Users
I recently migrated users to our Zoho CRM Plus account. It was my intention that not all users included in the migration were going to be considered "active". The users that should be active & have received an invite have indicated that they did not. When I attempt locate and select the resend invite option via the Zoho admin panel it has randomly assigned users from the migration as "active" when in fact the users, not allowing me to deactivate and activate the correct users. How do I classify the
Can you create different sales stage for different deal types?
We have multiple business units following unique sales process, can we have unique sales stages for each of these business units
See Recent Notes in custom view?
Hi, just curious if there is a way to view recent notes when viewing accounts in a custom view. I know you can choose any of the fields you wish to view, but it doesn't seem like you can view notes, recent notes, or any notes for that matter. If you have a list of 100 accounts and the view shows account name, address, etc you have to click on each account manually and scroll to the bottom to see the description in the notes of any recent activity. It's a very slow process that would be made much
Fail to Associate Facebook ID in Social Hub
Hi , I am an Enterprise Plan user. I am trying to associate the Facebook ID of a Lead (in Lead Module) by the social hub. However, although I have tried to search both the (1)Shown Name and (2) the Facebook ID and (3) the FB Registered Email of that Lead inside the Social Hub in Zoho CRM, I can never find the exact right person (although lots of options had been showed by no one is the correct one. I wonder what and where should I insert inside the Social Hub so that I can search the exact person
Cannot login to mobile app (both Android and IOS)
Hello Zoho community, For a while now we are facing a huge setback. I create users and they can use zoho CRM normally from their browser but when they try to login from their mobile devices they get a USER_NOT_ACTIVE message. I tried multiple times deleting and recreating the users from my company but it didn't work. I tried to log in with their mobile devices in my account and I encountered no problem. Therefore, I deduce that the problem lies with the accounts. Does anyone know why is this happening
PDF Export Window
Hi Someone in our office has recently updated their laptop to windows 10, and now in ZOHO when they export to PDF, it shows not preview of the template as before. Is there something that we need to change for this preview window to appear?
Sync Contact Photos with Social Media
When I was with Worketc back in 2013 I was able to add a photo to a contact by associating them with their social media accounts (the way we can here in Zoho CRM) but then I could choose which of the social media profile photos I wanted to use as their contact photo. It wasn't a hotlink, it uploaded the file from there. Looking for a photo of a contact online, saving it to my computer and then uploading it to the contact's photo is not a good use of anyone's time and I am willing to bet, as it is
Why workflow alert is not sending out?
I have configured a workflow alert in order to get notified when a new lead is created through my website form, but I'm not getting the email according to my workflow. What is the problem? In my setup config, I set that every lead needs to be approved.
Zoho CRM White Label?
Hi does ZOHO offer a white label solution for CRM and mail? We are considering franchising our business and would like to bundle in CRM and MAIL as part of the set up.
Add Custom Task fields to Workflow tasks
Need ability to create workflow automation tasks and pull in custom fields. Right now, we can only grab some default fields when automatically creating a task. This is an issue because we use tasks to record all of our outside sales efforts. we want to automate some follow up but can't because we rely heavily on custom fields in the Task module.
Remove "Dial using skype"
I do have Skype installed. But I use Skype for Business (previously called Lync) to make my phone calls. Is it possible to remove the link or edit the link to href=tel instead?
Field mapping and Lookup Type have gone wobbly!
Hello, I am having trouble with Lead conversion Mapping. I am trying to map a number of fields in the Leads form to corresponding fields in the Contacts and Potentials table. However, when I try to do this in the Lead Conversion Mapping form the fields in Leads are not available to map into the corresponding fields in Contacts. This is happening with a number of fields. For example: I created a field called Contact Source to capture the Lead Source. The two fields are exactly the same. For the Contact
Unable to delete a contact
Hi, when i try to delete a contact with a standard user, the system shows me an error message explaining that I have not the rights... However, this user has the rights to delete a contact...
Monthly or quarterly emails automatically sent
Hi All Is there a way of being able to send a reminder email every month or quarter using an automated process. I can see we can now set an email up in mail to do this. What I want to achieve is that once a potential is update to say a contract is live, then depending upon a field which would say monthly or quarterly start a process that sends the same email either monthly or quarterly. Many thanks in advance
leads of a month
Dear Team, i want to see all the leads which are created in the month of November 2016, how can i see this please guide me, thanks
How can I create activities in "mass" related to a campaign?
Hi, I'm trying to map and build a process for a new telemarketer that's starting in a few weeks. My thought process is the following : 1. Create Campaign : XYZ Telemarketing Campaigns 2. Add Contacts to this campaign 3. Create a first activity for this campaign in each contact to start the activity flow of my telemarketer. When I do so, I am unable to link those activities to the campaigns, they stay related to their respective accounts (of the contacts). Is that the right way to proceed? How could
Anniversary notification
Hi Zoho, I require notification on special annual dates (birthdays, anniversaries, etc). I know that years ago this was not possible with the "professional" subscription. Odd because any professional with actual customers would need this as a minimum in CRM functionality. Back then it seemed that you were "working" on something that would fix this strange limitation. Has this been accomplished? If so how can I perform the function? If not how can I move forward with Zoho? Thanks for your quick
Tables and pannels do not show the dates when Scheduled calls must be performed
When you create a call and set "Scheduled" or "Programed" (not sure as I have Spanish language), The activity view do not show the "death date" (Fecha de vencimiento), I mean, the date when the call must be done, I have set a programed call to "Llamar a Rosa" on 1/02/17. Also if I go to the "home" where all pannels are shown you can see there are no date when the call must be done, but you can see that date in the case of Activities
Permissions set
In Basic permission there's share checkbox beside Account, Lead and Contact what action does that checkbox perform??
Set User Permissions
Is there any way to set user permissions as follows 1) Allow specific users to duplicate reports but can't edit them 2) Allow specific users to access only those leads, accounts and contacts to which they are assigned Thanks
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