How does an Administrator enable the mail add on?
I just set up a free Zoho account and want to enable the mail add on. How is this done?
Twitter button under image
Hiya, I am new to Zoho, can you tell me if the twitter and Facebook buttons under the client image connects to their account as currently I get a pop up box and the three bars showing action is underway, but nothing appears?
backup crm link
Hello, I made a data backup on March, 17th. My primary Email-Adress is not valid anymore, so I don´t haver acces to it. Is it possible to send the download link to my other email? What do I need to do? März 17, 2016 1073052000005046013Thanks for your help Sascha, from Germany
My Company Logo has been Replaced by a CRM Plus logo... why?
I'm a CRM plus user and it looks like updates have been done. Before lunch my logo was showing. After lunch my company logo no longer shows on any of the zoho products. In zoho CRM it has been replaced by a "CRM Plus" logo It's highly unprofessional yet not unusual for zoho to roll out defective updates without telling anyone Has this happened to anyone else??
Secondary Sorting of Leads ?
Is there a way to add/change the secondary sorting parameter for leads ? For example, we have our lead pool sorted primarily by Lead Status. So our lead lists all "Uncalled" leads at the top, then "No Answers", etc. Say we have 20 uncalled leads at the top of our list. Those uncalled leads don't seem to be sorted in any specific way. Can I add a secondary sorting parameter to make them sorted by time/date, so newest "Uncalled Leads" are at the top?
Unable to access Zoho CRM - Please wait message
Hi, Is there a problem with Zoho CRM at the moment? I'm unable to access it, just get a 'Please Wait' message. Many thanks, Dave
Call Log Activity
9/16/2014 problem in Zoho CRM user's Call log activity is not showing in Accounts or Contacts screens We have multiple users where all logged calls are no longer showing in individual contacts or accounts tab. I am the systems admin an we have NOT changed anything in ZOHO logging a call today is not showing in the Accounts or Contact screens.
Events - When editing the Description, it corrupts the text
We put text in the Description which shows up in the 'canned' template invitation to participants. If we click the 'Edit' link to open up the text window the description text gets corrupted with the "See More" text. Results after clicking the Edit link next to the description (not the Edit button at the top of the page where it should read "and analyze a test...." It is inserting the 'See More'into the body of text. This needs to be fixed like now or yesterday!
Call log problem
Hello 2 of our salesman cant log calls even manually when they add call manually they cant see it in the contact activities By the way we don t use any bridge and the chat support dont answer can you explain to us please
Task in Leads
When I create a task against a lead, in the reports "Tasks & Events report" related contact is coming as blank. Request a solution
CRM Switch between companies
I have multiple divisions of my company and would love to use one account and be able to switch between CRM's like Zoho Invoice does. Can this be made possible?
ZOHO CRM in Czech Language
Hello, Our customer has problem with english language of ZOHO CRM. Are you prepaire translation of ZOHO CRM as ZOHO Project, please ? Is it another way to import czech fields or titles ? Thank you
Coming from blitz
And blitz my former CRM it was called web lead provider and it would automatically load my leads from insurance quotes where I purchased them into the CRM. My question is, how do I get my leads from insurance quotes.com to automatically load into zoho? Thank you and advance for any help I really like my new CRM so far!
estimate/Templates - Character Limitation
Hello.... I would like to know if there is a way around the character limitation within Estimates in a Proposal Template?
How can I add custom notes to an add customModule form?
I've created a customModule with the alias Contracts. Now I have the field 'duration (months)'. I want to add a note (descriptive text) above or beneath with the text: If contract is of indefinite duration, fill in 0 (zero) How am I able to achieve this? Thanks in advance
Massive email contacts who their Account Field is equal to x
Hi guys I d like to make a probably simple question How can I send communications to Contacts who their Accounts field is equal to x? Ex: send communications to the Contacts of the Accounts whose province is Boston Your help will be appreciated Saludos Fran
Users
Hi, I have setup a free CRM account and wanted to test the features. In Users & Permissions there is an option to edit the module-level permissions. I wanted a sub user to only view and create contacts, however once the change was made the sub user can not access any contact denials al all. is there another step i need to take?
Some of my clients are not receiving my emails
I have sent lots of clients emails via Zoho CRM and lots of them are complaining that they are not receiving them so I end up sending it to them not using zoho, they seem to get these. I have spoken to Zoho Support about this issue loads of times and they say no problem exists and all my emails have been delivered. I understand sometimes email end up in junk mail so may be missed, but this can not be the case for every single one Is anybody else having this problem?
Custom Objects ?
Can anybody tell, when can Custom Objects creation feature shall be available in Zoho. Is is under consideration or not by the Zoho development team.
Forgotten password
Hello, I can't remember my password for office@schoolnet.bg and can't remember which is my alternate email address. Please help! :)
Pick list of available linked contacts
Can I add a field on the account page where the available linked contacts can be given as a possible picklist? I want to highlight which contact should be used for an action when I run a report. Thank you!
Stage History Report
Hi there, I have been busy with this for a long time, but i still can not get it to work. I hope any of you guys can help me. My company sells a product, on a potential level. the process on the potential level is: Demo scheduled software plug-in completed Published Software live Closed won Closed lost U can see on potential level the stage history, now i want to create a report where i can make a cross report with all the potentials that are Closed lost and in the same report i wanna see the
CRM Email and Activity
I'm comparing Zoho with another software we are currently using. I had a situation come up and wanted to see if anyone had an idea of how to make this happen in Zoho. Issue: We realized some auto-generated emails were sent incorrectly so we wanted to send an email to multiple affected users to let them know the issue and capture the email with notes on their account for support/customer service purposes. In the non-Zoho software they use an email campaign and one of the options during the creation
Accounts
Is it possible that I lost all my accounts? Is it any way to check my crm history to find out what had happened to accounts I previously created?
Related list help
Please see attachment. I am trying to change the name of related list circled in the attachment. The module it self is not name this, and would like it to appear with a different name under the account smodules?
Problem exporting data with arithmetic symbols
In Zoho CRM. If we have a text field filled with a phone number like +1-912-323-2323, while exporting this record the zoho CRM convert it into a calculated value like -1211(or something similar) basically in exporting a report the data is lost. This need to be urgently fixed please.
More user friendly please
I am working from a long list of leads in a campaign and I understand that only 10 leads can be displayed on each page bu after entering a lead's page and want to exit I encounter the following issues: 1. When I enter a lead and want to exit back to the list to continue to the next lead, it sends me back to the very first page (leads 1-10) which means that when I get to numbers 100 up I will have to start on page one and click until I get to 100 every time I enter a lead's page. 2. It does the same
4 DAYS CRM REPORTS STILL NOT WORKING - RIDICULOUS!
I have called support in FOUR countries. I have posted on the forums. I have had chat sessions. I have been promised return phone calls that never come and still NOTHING! Reports in the CRM are not working. It just says "Loading" and nothing ever loads. I need help with this issue ASAP please. Thank you!
Use domain from email to find account name when entering contacts and converting leads
Zoho can make entering contact data much easier. What I'd like to see is; 1. I have an email address in the proper field. 2. when I click the lookup account field, zoho takes the domain name from the email address and puts it into the account lookup field. 3. If the email address to the left of the @ symbol has a single dot, assume the word to the left of the dot is the first name, the word to the right is the last name. But this needs a new button "guess names" ------------------ For example,
When Merging Leads - Picture Does not merge over
Hello, I like to Select and Save Pictures for my leads in Zoho CRM. When I have to merge Duplicate Accounts, everything goes smoothly. The one thing that does not transfer over and doesn't give me the ability to select which one to merge, is Picture. When I merge two leads together, the picture is not saved. I have to go back, look for the saved picture, and upload it again. Just wanted to bring this to your guys attention. Thanks.
In progress tasks query not working
Hello, I'm trying to create a view to display all the "in progress" tasks. I want to display both tasks and calls. So my query is: ( (type of activity = task) AND (status = in progress) ) OR ( (type of activity = call) AND (status = planned) ) The problem is when I go to the activity view and I try to add the criteria, there is no "planned" value for the field "status". But when I go to the activity list, I can see the calls and some of them have a status of "planned"... Could you please tell me
Activity View
Activity View I have Customers - Potential - Leads/Contact and Other catagories but when I go to one of my accounts (customers) and add a task why do they always go to the Leads/Contact list. How do I add a task in the Customers section.
Insurance CRM
Does Zoho have a CRM that fits the personal insurance industry without requiring a lot of customization?
Company Names as Contacts for Leads etc.
Everything I do is by company name as buyers and contacts change. Before I get too along, can I re-import all of my leads to reflect this. As an example, when I am looking at leads within the mobile map feature it shows the contact and not the company. Should I just remap the Contact as the company name and the vice versa? Thanks, Tom
100 Workflow alerts per day?!?! WTF?
What kind of a stupid limit is that? 100? I signed up for your top tier CRM Plus @ $60 per month. And I get 100 alerts? I set up the system for automation. And when a field is toggled, the leads supposed to get an email. Now they never get it, at which point in the day I don't even know. PLUS.... I went and added an extra user at $60, just for the freakin alerts, and now that is reached as well. You gotta be crazy Zoho. You guys are losing the plot. That's the point of having AUTOMATION for crying
Displaying notes in Lead reports
Hi, We are relatively new to Zoho and are using it to manage leads. I am confused re. the 'notes' fields! We want to be able to run a lead report that includes various details in the results, including the notes against that lead. There appears however, to be two different kinds of 'notes'? One is a single field within the lead record that has a maximum number of characters. The other notes, which show up on the lead summary page (when you first go in to a lead record before you expand the view to
Web to Lead email notification not using correct template
I have a newly created web form on my site with a custom email notification template selected. However, when the form is processed it is using the custom email template from a separate web form on the site (but resides on a different page.) How to ensure my web form is sending the proper email notification as selected in the setup?
I want to create a report for leads or an Accounts I've called, but didn't create an Open Activity. What criteria should I use?
If a user calls a Lead or an Account, but forgets to Schedule a new call the Lead/Account is lost. I do I find them?
take a picture of business card to import to lead
Is there a way to take a picture of the business card and import into leads?
I get an error when I try to call any crm api.
I get an error when I try to call any crm api. https://crm.zoho.com/crm/private/xml/Leads/getRecords?authtoken=*****&scope=crmapi&selectColumns=Leads(Lead%20Owner,First%20Name,Last%20Name,Email,Company)%20&lastModifiedTime=2010-04-21%2011:09:23 This error appears in all responses. <error> <code>4834</code> <message>Invalid Ticket Id</message> </error>
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