Running Point Tally/Tab
Hi there, Is it possible to have a running tally or tab for each account within Zoho CRM? Our customers are given a number of points that they can spend on various services and work, and can participate in certain activities to earn more. Ideally, I'd like to be able to see a history of the last few credits and deductions, as well as the current point count. Thanks in advance!
When creating a Potential from a Contact the Contact Telephone number and email are not brought through
Hi , When a potential is created from inside an existing contact , the phone number and email are not brought over the contact telephone number and contact email fields , anyway I can get this to wok?
Account Plans
Hi All anyone tried to use Zoho CRM to design/keep/update/monitor account plans ?? if so I would love to hear how you approached this cheers
How to use Zoho CRM for a chamber of commerce/business association
Hi everyone. I'm involved in starting up a chamber of commerce and wondering if/how Zoho CRM could work for this. There is some software out there specifically for chambers of commerce and business associations, but none of them have an entirely free model, which is what we need right now as we have very little revenue/budget. So I was looking at using Zoho as a way to organize or contact database and track our relationship with those contacts. As a chamber of commerce, we are interested in attracting
Email Notification on Update
Is there a way to subscribe users (not the account owner) to get notifications in changes in accounts (e.g. new activity, informational change, note, opportunity, etc.)?
Potentials: Amount & Deduct field
I would like to create a secondary cell to the amount field. For any buy back/trade in deals this figure would deduct the amount from the main amount field automatically. Is this possible?
Is it possible to send an email from within my gmail account, and for it to automatically show up in my leads on zoho and vice versa?
Is it possible to send an email from within my gmail account, and for it to automatically show up in my leads on zoho and vice versa? If so, where can I find the information on how to set this up? thanks
Zoho for Real Estate - matching properties with leads
I have been using Zoho to track my buyer leads for real estate and have customized many of the functions. What I would ideally like to do is to input all our properties (which we can do using the existing products tab) and be able to match products (ie properties) with leads. For example a lead looking for a property in a certain areas between price a and price b would come up as a match. Conversely, if we add a new property it will match with buyers who match the property type and price range etc.
Can I Hire You? (Real Estate CRM)
Hello, I'm an internet technology consultant that works with real estate agents. I primarily focus on Home Search lead capture websites including integrating MLS listings into Wordpress, but am moving into pushing data from them into a low-cost CRM. I am looking to swap expertise with a real estate agent (or technology consultant for a real estate agent) who has customized zoho for real estate and can provide me a template. I'm also particularly interested in Lead management elements. In return,
Ideas for customization specific to Real Estate Agents
I am deciding between Zoho and 2 other real estate specific CRM programs (propertybase.com and plan plus online). I love the clean feel of Zoho but am a little intimidated by having to figure out how to customize the platform to better suit my needs. Has anyone implemented a customization: specifically for real estate agent/broker needs? Would you share your setup? Thanks, Jeff
Cannot Embed youtube video to send out mass email
I am trying to embed one of our company instructional how to videos into a email template. I click on the HTML tab It lets me insert, I see a preview, I click save and the embed is removed. Help please? Below is the HTML <iframe width="560" height="315" src="https://www.youtube.com/embed/s3EMWr3SNfA" frameborder="0" allowfullscreen></iframe> Thank you
Is there a way to import products onto accounts?
I would like to import the products that we want to list on a customer. This can be more than one product on an account. It would be a massive task to manually add all products to accounts, which we can extract from our ERP system.
Problem with custom fields when merging contacts
Bug report. I have a custom field set up in contacts. When I merge duplicate contacts, it always loses the data in that field, even if that field showing the correct data it is checked in the merge confirmation page.
Page scrolls to top
Why does the page scroll to the top every time I open an existing appointment?
CRM - mail merge
Hi, I have a client with a 16 page form they want to populate from mail merge from the fields. All that is fine and completed no problems, the only issue is they also have within the document a PDF they want to populate too. Can you add mail merge fields to a PDF and how ? Many thanks Mark
Cannot add products to a quote
I am trying to add line items to a quote - the Add Products button simply does not work. (THE BUTTON DOES NOT NOTHING; A JAVASCRIPT ERROR IS VISIBLE AT THE BOTTOM OF THE BROWSER) This worked before and seems to have stopped working once the multi-currency option was enabled. Please help.
Has Zoho made this change to annoy me with date/time fields?
I have a custom module which has a Date Time field in it. Ever since I started using it, it was easy - I just typed in the time, such as 1540 and it would appear correctly as 15:40 Now, though, I cannot type in the time. I have to type in 15 then hit the tab key and then type 40. Then, annoyingly the pop-up time picker which is in half hour increments remains visible, blocking the fields below it. What have you done Zoho? You have made the Date Time field much more difficult to use.
Importing Contacts with Account
I just noticed my mass import of contacts converted all the company names to vendors. They are not. The companies for these contacts will all be clients. How can I mass convert Vendors to Clients? Also, why did CRM chose for me? Why did it not ask during the import process? Thanks, Joe
Differentiate between Recurring and One Time Charges on Quotes
Has anyone found a way to differentiate between recurring and one time charges on quotes? We have different types of services/products that need to be tracked a a recurring charge or as a one time charge. Any suggestions?
Unresponsive script
I keep getting this error message: A script on this page may be busy, or it may have stopped responding. You can stop the script now, open the script in the debugger, or let the script continue. Script: https://js.zohostatic.com/crm/…/javascript/zohocrm_primary.js:1 How do I solve this problem?
CRM Search on Leads and Contacts
Can you make the Lead name or Contact name the first column on the left when displaying search results? The current search results display is very confusing for clients. We have to tell them to look to the far right column for the name. Company and Opportunity have the Company Name and Opportunity Name in the far left column, but Leads and Contacts show the Owner in the far left column.
Change to Quote/Invoice HTML Editor in Zoho CRM has broken quotes and invoices
Zoho, in the past week or so you have made an unannounced change to the HTML Editor in Zoho CRM for Quotes and Invoices. This change automatically strips out <style> tags and custom HTML attributes that are added in the custom HTML view every time you edit and save a Quote/Invoice template. As a result, you have broken quotes and invoices for numerous customers that have relied on this functionality for years. Please see this thread for further information: https://help.zoho.com/portal/en/community/topic/support-for-inventory-template-programming-logic
contact list
i was able to download a .csv file, but i got the first name for both first/last name. how can i delete all contacts and try again? jamynigri
Edit tabs not there in Account info
Hi, I can edit from the account list by clicking the edit button but if I click into the account I can't hover over the field to edit it! No edit button hovering over the field. Help.
sending mail with model
Hi, Now the problem is that when i'm sending severals mails with the model it's sending another mail !! regards claudine
Introduction Email Automation Timesaver
Professional Edition: We are setting up a new website/company i currently send introduction emails via outlook after speaking with a company. 1. I was wondering if it is possible for Zoho in some way to send an intro email automatically after i add their details into the crm as a timesaver? 2. I am intending to create a contact us form to include on the website is it also possible to get this form to send our introduction email once someone filled in/submitted the form on our website? Thanks
Notes and Attachments stuck on Loading
The attachments and notes under the "Potentials" tab (we've modified it to call it something else) for any entry that we have stays stuck on "Loading..." and we can't see the notes or attachments associated with that entry. It's been like this for a couple of days. Notes and attachments appear without a problem in other tabs. I've attached a screen shot of the problem. Please respond with a fix Thanks
Can I map a dependency using 2 date fields?
Hi, I'm looking to map a dependency between 2 date fields - Closing date and Start date. So, if a Potential is closed on e.g. 31st January, I'd like to ensure that the only available Start date could be no earlier than 1st February. I know dependencies can be mapped between pick list items as a standard functionality, but it doesn't look like it can be done for date fields. Has anyone got a workaround? Many thanks, Chris
ZohoCRM Audit Log
How far back should I be able to go in the Audit Log in Zoho? I have the option to use a calendar and select any date, however each time I run it the data seems restricted to the past 3 months. There is no documentation that I can find that states a limit. The following link 'Check Availability and Limits' is broken from the Monitoring Audit Logs page in the help guide: http://localcms2.zohocorp.com/zoho/crm/helpnew/erutaef321.html#audit-logs
Zoho CRM Getting Hanged Frequently
Hello, I've been using Zoho CRM for more than 2 years now and never faced this issue. Today, its getting hanged every 30 seconds. Is this a known issue? I wanted to keep someone posted to the technical team.
automatically change lead owner
my website brings in leads for all of my employees. the lead comes in automatically in my name. the problem occurs when two (or more) sales people click on a brand new lead to claim it. There is nothing telling them it is already claimed. If each sales person were to edit the lead owner to themselves and save it only the last change would be in effect essentially letting the person who got there last claim it. what I would like is for the lead ownership to automatically change to the first sales
Is there a way to bypass the 2K record limit when exporting a report?
Hi, Does anyone know any workaround on the 2K record limit per page of Zoho CRM Report? It's actually a pain for me when running my report as I need to pullout more than 2K records everytime, and having to download all the pages then consolidating it is really time consuming and a pain. Thanks!
Quotes - Printing to PDF - missing images
I'm customizing our Quote template. I have it how I want it in the customization, and the preview looks great. but when I go to an actual quote and print it to pdf, the images are all missing. Am I doing something wrong? I have attached a screenshot to see what it looks like. Any help would be greatly appreciated. thanks!
Contact Billing Address Deleted Can not Locate Map
Hello by my fault i erased the billing address because i was not able to translate it. I replaced it with a single line box and named it in my language.but now the locate map button does not work. is there any way to fix this? please help. thank you very much
Lotus Notes and zoho crm
How do I integrate lotus notes w/zoho crm?
Document attached
Hi, when i send email from business category, the mail is telling sending but the person didn't receive it. It takes maybe two hours to be sent ! there is a document attached. can you do something my id is 27244864 my mail is cbrunon@gmail.com best regards claudine
Can't edit Potential stage names
I want to change our stage names to: in bid in progress closed lost closed won i used to be able change it easily, but it appears something in the software has changed. I can't find where to edit it. thanks in advance.
Lead Source Pick list in Import
Hi, I have organized a list for our Lead Sources by alphabet. This lead source list was displaying correctly until this past Thursday (April 28, 2016). Now the list will not display in the order I have set it to appear as in customization. Please help, it's very frustrating that the list is not displaying as it should.
Can I upload maps
Hi I was wondering if there is a way to upload a map associated with the contacts address? I have maps that i would import as images from google earth.
Task Alerts and Reminders
Is there a way to have the pop up reminder alert on the mobile app. I have tried setting up in a number of different ways including from the mobile and mobile app however to date have not been successful. If anyone else has tried this please let me know. Thanks in advance
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