Mailing list without email confirmation
Hi, Can I create a mailing list without the need of subscription confirmation? Thank you, Sam
Notes section on Calendar Day View
I have several bookings over a day to manage in my calendar and it would be extremely useful to be able to make notes for any particular day an dhave them visible on the same page. I'm not sure how this would suit other users but I imagine many would find this useful. I picture seeing the full days list of appointments on the left of the screen and on the right of the screen is an area that runs the length of the calendar window that I can edit and save notes to that are relevant for the days appointments.
creating a new project from CRM module
just tried to start a new project from the CRM potential and a window popped up saying The portal owner has been changed. You need to configure another portal and update the portal settings. I am not the admin for the Project module but surely every user of the CRM system should be able to set set up a project once a job has been won. thoughts please? Thank you Lana
Move Lost leads
I would like to keep all my lost leads where I can access them at a later date but would like them not "cluttering up" my lead list. Any way to move them or have them not to show on the lead list? Thanks!
Limited Web Forms
I am trying to find a way for my distributed contractor sales force to report client potentials via web forms. Right now there are only cases, contacts, and lead modules which do not tie into existing account files. Or do they?
Sorry,you have reached the maximum limit in your current edition
Hello, I have a question,I started receiving this message "Sorry,you have reached the maximum limit in your current edition " but i only have around 3850 records. I am using the Free version and it states that you can have up to 5000 records. If you could help it would be greatly appreciated. Regards, Murtaza Ali
List Navigation
Please can you put a navigation arrow at the top of a page of Contacts so that we don't have to scroll to the bottom of the first 100 records to navigate to a Contact we know is on a subsequent page?
Task Ownership Re-assignment email no longer has a link to the task
Dear Zoho CRM Team, We just noticed that the default email message no longer has a link to the task or the contact or account information on the re-assignment email notification. I just tested because several users have brought this issue to my attention. Here is what the email looks like when the user gets notified of a task being re-assigned to them. Ownership Re-assignment: Hello Thomas Pursifull, You have been re-assigned the ownership of the Task . Regards, Thomas Pursifull Is there anyway to
Automation: Show error if info is missing when changing the status
Hi, I would like to set up an automation workflow rule for sales orders so that the status can only be changed to "Cancelled" if the user first filled out the Cancellation Date. If they forgot to fill out Cancellation Date, then the status change should not be saved and the user should get some kind of error message about it. How do I do that?
One contact for two customers
I have a contact in ZOHO who works as a freelance project leader for two of our customers. Do I need to create him twice as a contact? Kind regards, John
Hello
Forgot my admin password for mail Id : raviranjan@limitless-india.com Can access my other two ID's : concern@limitless-india.com
How to export master account (just one) together with all member accounts?
Hi, Let's imagine I have one master/parent account called ''Restaurants'' that contains 100 members account. I want to export all of them to the csv file to separate e.g. restaurants from the shops. how to do that?
Migrating Custom Fields and Fields layout from Leads to Contacts
Hi, I've spent several hours in creating custom fields and layout for my Leads But when I convert them to Contacts I see the old fields layout Is there a way to copy or "migrate" my entire custom Fields setting from Leads to Contacts? Thanks, Vlad
Primary ID address for accounts - user ID already exists
I want to change the primary master email in accounts/profile settings but when I type new email with the different domain name I see the info - user ID already exists. What does it mean?
How to report on Events / Activities
We have sales execs entering client visits (on-site) in Zoho CRM as an Event. After the visit, sales execs record Notes against the Event, but we cannot get a report which shows the Event Date/Time, Client, ClientContact and any Notes related to that visit. Custom Notes reports allow us to pull out all notes but we cannot have Event detail included in the report. Custom Event reports allow us to report on date/time, client and contact, but we cannot show Notes from the visit. Any ideas?
List of questions.
1: Is it possible to add saluatation list to custom module ? 2: I uploaded 4K leads to my CRM and I would like to delete them. The leads were uploaded two weeks ago and cant be deleted through import history 3: When adding products , what do you think is the best way to keep track of items that would come in pairs for example ( I provide knee braces to my clients , sometimes the doctor wants one for th right and left , in my products module i created the same product twice and just changed the price
CRM Header Fields
Is there any way to change which fields are visible in the table pictured above? Specifically for custom modules.
New Business Enquiry report showing duplicated entries
Hi, I've created a new business enquiry report to show the leads and prospects created for the past month. Whilst most appear successfully on the report, some are showing in duplicate or triplicate. (Jon Druitt attached) I have re-created the report from scratch selecting the report to create based on New Business Enquiry Created Time, but still get these duplicates which distort the data. Why am I getting these and how do I stop them? Alex
email signature loosing pictures
I am having issues with my email signature. The images in my signature were working and appearing in my outgoing emails but now the signature has changed to a load of boxes. I dont know what has made this change to my signature in the users/permissions
Changing grouping in a report
Hi! If I change the grouping of a report (Zoho CRM report), the total changes.. Why? I am not changing filters, just grouping from months to years. Any ideas?
New Product to Quote
When we create a new product we put the product description in the details box. Then when we do a quote and print to PDF to send out, the description is coming up twice under the new product, we then have to go back into the new product delete the description and then print the quote PDF out. What are we doing wrong?
notifications?
I'm not getting email notifications for leads in my crm and new contacts in my campaigns?
Basic Question regarding account fields
I seem to have deleted or hidden the created field that normally lies under the revenue field. Can you help me figure out how to get it back. When I go to Edit Page Layout it won't let me update that field. Thanks!
Can not see Setup > Apps & Add-on > Google Apps link
I am new to ZohoCRM. I am evaluating both type of users (google and google apps) I am trying to export/sync events to google calendar. I follow this for google user (https://www.zoho.com/crm/help/activate-google-contacts-and-calendar.html) and this (https://www.zoho.com/crm/help/google-apps/export-events-to-google-calendar.html) for google apps users. In the both cases there is no "Google Apps link" in Setup > Apps & Add-on What am I doing wrong? Thank you
Get informaiton about new user on my site
http://www.blackmillwork.com/my-account/ - for this page I would need the login or register information to transfer over to zoho so when a customer either registers or logs in I would need this information carried over.
Report on quotation return duplicate raws of the same quotation
I have created a report the return all the quotations that needs to be handled by my team. I setup custom field to set the target close date of each quot. Now I am trying to generate a report that will list all the quotation needs to handled grouped by the CLOSE DATE and subtotal the grand total of each such date. The result is a report with duplicated lines of the same quotation
separate database under 1 account?
Can 2 separate databases be created under 1 account?
Need to Replace the Administrator
Hello Everyone, The administrator no longer works for our company and the user name and password do not work. We cannot, therefore, edit the account in any way. I've put in a request ticket for support and heard nothing. Does anyone have any suggestions?
Tasks and Activities not uploading ZOHO CRM
Good day, I've received several reports that some tasks and activities are not being uploaded when the team members/sales rep send them, I.E. if they send 9 tasks they only see 7. Is there a way I could check these reports where indeed uploaded and the CRM decided to delete them ? What's the workaround for this?
Date field with Current Date
Hello! How I can make a date field bring the current date? regards
Generate Web Forms using Zoho
Hi All, https://www.zoho.com/crm/help/web-forms/set-up-web-forms.html#Generating_Web_Forms I have followed the above link to create a web form for my website, and embedded the form code in wordpress page. but the form is not sending the emails. is there any plugin for wordpress to embed the zoho contact form.
Signed up additional users. Invitations not reaching the new users.
Please help! I added two new users to our company account, but they have not received the invitation email. Verified that their emails are working properly, as they receive other work related emails find. Checked in Outlook and webmail. They are both working fine, but they cannot receive the invite from Zoho CRM.
How do i check history of data exports?
Hi, under the data administration tab, there is an option to export 3000 records from Zoho CRM Account. Is there any way to track when the data has been exported?
I can't get my leads to print
I can't get my leads to print
How can I add different users?
When I add a new user, and it asks for their role, the popup shows only: > CEO >> Manager How do I add different roles? I am setting up the free version to ensure that it can do what we need. Many thanks in advance for any assistance.
How to have the same users and email in 2 different instances
We want two instances of CRM for two different small companies we operate. In each company there are different staff but the same 2 managers using the same email address. How do we setup two instances where the same user with same email address can use both instances. We dont want staff to see the other instance but we want the managers to use both.
we can not see the accounts!!!
We can not see tha accounts , we need to reactivate them now. I am at training and we can not work .
Scanning Business cards
Is there any way to scan a business card using Fujisu scan snap business card scanner and get data in CRM / contact?
Step by Step Lead Updates
Is there a way to find our how many times a lead was contacted within a certain time frame? Typically the team will get a lead, it will show in "CREATED TIME", then if they change one of the fields, the "MODIFIED TIME" changes. Then, if they do something else (Call for instance) and only leave notes...nothing shows up so on MODIFIED TIME. Is there a way to find out how many times a lead was contacted other than Created, Modified and Last Activity Times?
Problem importing events
Hi i tried importing a large file with events and during the import it stops. The notification is receive is "import failed abruptly". thought it was because of my document so i tried something else. I exported a single row from zoho and tried to import that event and the same error occured. Would you be so kind to help me out? i attached the file with the single event, you have to rename it to .csv Kindest regards.
Next Page