Custom field for User Personal Settings?
Hello, Is there a way to add a custom field to our employees Personal Settings for a personalized Tracking Code/Promo Code? We want to have the ability for our sales team to have a tracking code for use in an email template. Something along the lines of ${User.PromoCode} I see how to add custom fields to different modules (for leads, accounts, etc), but nothing for the Sales Team (User). Thanks in Advance
Attaching Files
I have not been able to attach files since Tuesday! Is there something wrong with system?
Lead to Contact
This has been asked before, but I can't seem to find a good resolution. When I get mail, the sender gets placed in CRM as a "Lead". If that person is not a lead (e.g. a partner company), I still want them in my contacts. How can I move that "Lead" to a "Contact"? If I delete the lead and manually create the contact, will I lose all my history with that person? It seems silly not to be able to "downgrade" a lead... Thanks, Lee
Zoho Document links wont open in Chrome
When I try to open an uploaded document in ZOHO it does not open the doc, just a blank page. all other browsers work. Is there a setting in chrome that I am missing?
Add Cases to tasks, notes, calendar integration
It would be really useful if it were possible to either create a case from an email or add an email to a case that has already been created. In addition, it would also be a nice feature to be able to email from within a particular case so that the correspondence is captured and tied directly to the case. Similar to being able to email directly from a "potential" case and adding email correspondence to that potential deal.
How can you associate multiple leads to a single event?
When scheduling a meeting with multiple contacts in a company, I need to create one event that shows up for all of the leads present at the event.
Heads Up! Redundant information to be removed from email reports
This post is to inform you in advance about an update on email reports, which will be made effective in about a week's time from today. The Email Modified By and Email Modified Time columns will no longer be available for Email Reports as emails that have already been sent cannot be modified. When this update has been made, you will stop seeing Email Modified By and Email Modified Time in the Email reports. Also, across email reports, be it during creation of new reports, or columns in existing
Restricting What Other Users Can See
I run a small consultancy and I want to allow a number of external associates that I don't control to have access to certain Account Data in my Zoho CRM system. Is this possible? If so how do I do it? Thanks Mike
Role Based Record Types
Is it possible to create different Potential Record Types based on Role? For example: We have 2 different salesperson types, New Sales and Reorder Sales I would like to create record types based on these. New Sales Personnel would have a different group of Pipeline stages than our Reorder Sales people. They would also have the option of choosing which record type that they could pick from in the event of rollover calls. So, when creating a new Potential there would be a picklist option to choose
BCC Zoho on Lead/Prospect Emails
Is it possible to somehow bcc Zoho on an email sent directly to a lead or prospect and then somehow have the contents of that email be updated automatically within Zoho for the specific lead/prospect? I have used this feature in other systems and could not find any documentation online that suggests the CRD system supports this capability.
Edit Account records only
Has anyone had the need to allow the editing of a record only by the account owner? I want all sales people to see all activity, but only want them to be able to edit the account that they own. I have used other CRM products before and I am sure I had this flexibility.
How to hit a URL/Webhook on converting a lead into a Contact in Zoho CRM?
Hi, we want to hit a URL or want to use webhook when Lead Owner converts Lead into contact. If yes, how can we do that? Is it possible through workflow or some other method to do this? Any help will be appreciated.
change Stage History layout
Hi , I would like to know if it is possible to change Stage History layout. I Would like to change the information shown. regards,
CRM Events - Why can't an Admin disable 'Book Now' funtions
The Booking features and functions under 'Activities>Events' are not adding any value to our organization and we wish to turn it off. As an Enterprise customer we would like the ability to turn this off. Why doesn't zoho give us the option to turn it off?
Can't mass email Event Activity participants, Why?
It appears there is no way to mass mail to the participants of a CRM Event Activity. How can one use a mass mail template to send a follow up email?
Google calendar sync issues
Hi Our 1 way sync (Google Calendar >> Zoho Events) stopped updating events on zoho. So, if you create an event on Google Calendar, an event gets created on Zoho. But the issue is, since yesterday, if you try to update any event on google calendar, the updates (change or delete) won't sync to zoho. Before yesterday, it used to be working fine for a long time.
Not saving records
When I hit save, this has happened both on leads and tasks, it's saying "loading" but then not actually saving. I've tried another browser and same problem. Thanks, Kyla
Cannot view tasks or save certain things
We're receiving a "Insufficient Privileges to perform this operation. Contact your Administrator" message when trying to view tasks. We can edit them but then receive the same message trying to save changes. This behavior is new today. Everything worked when we last used it Friday.
Imported Contacts showing under Accounts (but not Contacts)
I've imported a CSV to my Contacts (they're not all Accounts at this point); however, once I close that tab and reopen it, I find that there are no records in Contacts...instead, they're all in Accounts. Help! What am I doing wrong?
Zoho CRM formula
Why isnt the "custom formulas" updating when editing a field as they should? Only working upon creating a new entry in the module..
Home Page Setup
Is it possible to change the layout of the home page? If so how do I do that? Please email answer to damien.fogg@amplifon.com Jordan Burch
Emails Using "Send Mail" From Potentials Not Logging
Hello, We are trying to send emails through the Send Mail link within a potential, and they are not logging/recording under the "Emails" section within that potential. It shows up in the mail magnet with return emails, but is not listed at all in the potential or with the lead. Help.
Related Contacts in the Account windows
When you are inside an Account frame the side form for Related Contact shows only 5 names. We have many Account which have more than 50-100 contact. Can we customized this Related Contact window? The minimum for me would be to have at least the possibility of how many contact we want to display. Thanks Alexandre
Leap Year Issues
Anyone else having issues with Leap Year? Apparently 'Current Month' includes 2/29 now, and even custom sorts from 3/1 to 3/31 pull 2/29 and include it
Multiple totally separate Accounts with the same name
Our Accounts are newspapers. There are a few common names (e.g. The Courier, Daily News, etc.) that are used by several totally different newspapers. How do I set these up. There are combinations of fields that are unique. OR since I am converting from Goldmine, I have unique Goldmine ID's. Could I use these somehow?
PDF export limited to 2,000 records
Have created a new report for our company listing activity related to potentials for the previous week. Management would like me to run this report each Monday morning. I went to run the report and it shows more than 2,000 records. When I click to advance to the next page in the browser it shows "No Data Available". If I export the report as an XLS file I get over 2,300 records. Ideally I want to export as PDF (it looks much nicer) but Zoho is only exporting the first 2,000 records for the PDF
MONITOTING RULES
I want to know, what means the monitoring rules? I how i can used it? :)
How to export the leads in a view?
How do you export the leads that are in a view ? We dont want to export all leads, just those filtered.
Web Form Current Date
Currently we are required to manually enter the current date of leads that we recieve. Is there a way to add a date field to the form that will have the current date as it's default value, or otherwise a way that leads will automatically have the current date added to it automatically? Thanks for your help, Sam
How to configure a rule to prevent a Lead not approved creates an activity?
Hi, I created a rule for Leads Import. During import I opted for `Approve Leads'. The rule creates an activity for each Lead that I have not still approved / released. It is possible to avoid this behavior in the Free Edition version? I realized that if I do not approve the Lead, and I remove the Lead, the activity is also removed. (right) I want to use the 'Approve Leads' function to release Leads in on-demand mode, then at the time of release, Zoho_CRM would create activity for execution. I'd appreciate
Integration doesnt work for Word /CRM Plugin
Why doesnt the plugin work for CRM > Word. Have you discontinued support for this?
Cannot add User
I am trying to add a new user, and I have enough unused licenses, but I the ROLE input field will not let me enter anything. Any ideas? Is there a ZOHO support # I can call?
How to handle accounts that go out of business or are no longer going to purchase?
How do people usually handle Accounts that go out of business, or for some other reason will never purchase again? On one hand I would like to keep the info around so we know what happened, but there isn't a built-in "Out-of-Business" or "Dead Account" status that I've found. Thanks, John
Automatic Lead information import when we receive a mail from a new contact ?
Hello There, Is have my Gmail mail account sync via IMAP with Zoho CRM. I'm starting to receive answer to some mail i have sent before starting to use Zoho, and in general to receive mail from new contact. Is there a way to create a lead with some automation rule as we receive a new mail from a contact which is not already in our lead list? Thanks
Setting a picklist default for custom field on the webform, default not working...
So, I created a custom field in the module for a pick list, and told it which choice I wanted to show up as the default under the choice "Select default value". I then went to create a web form, and used this custom pick list as one of the fields in the web form. However, when I look at the preview for the web form it does not use the default choice I specified, instead it shows the value "-None-" instead of the default value I specified when I created the custom field. Any suggestions?
Subscriptions
Hello. I run a small repairs and maintenance business. At the moment I am using the free version of the CRM, 1 x office/desk user and 2 x mobile engineers. I wanted to know if I can continue to use the free CRM for my field engineer and have a single subscription to the professional version?
Automation Rule that triggers when a lead is converted.
Hello, We are considering moving to Zoho CRM and are currently testing it to make sure our requirements can be met. I need a way to track what lead (LEADID) an account (ACCOUNTID) was converted to. I couldn't see that information anywhere and furthermore I need to be alerted when that lead is converted to an account. I have not been able to figure out is how to trigger automation when a lead is converted to an Account/Contact. I know that you can make an automation rule that triggers when an Account
Cannot see my mails sent with Outlook365
I configured an IMAP account hoping to be able to see all emails received or sent with my outlook client but it doesn't seem to work. I only see the ones I received in my inbox. Also tried bcc, no success. Any suggestion appreciated. Thanks Thierry
Add name prefix in merge
Is there a way to add the name prefix (Mr., Ms., etc.) as a merge field? I've been having to send my template to each person separately so that I can add the prefix by hand.
Zoho CRM Integration with Zoho Invoice
Hi Team- How do I integrate Zoho Invoice with Zoho CRM. I will make my sale in CRM, want to flow the customer information from CRM to Invoice
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