Security issue
We have users that can see other user's data if they go into reports and do a custom report for notes. Zoho, please pm me so I cant give you the specifics.
Adding Contact To Account not working?
Hi, When I try to add a contact to an account, by going to half way down the Account page -> Contacts -> New it will create the contact but not associate it with the account. The account still shows no contacts but the contact appears under Contacts tab. However, on the Accounts Page -> Contacts, A red arrow appears for a few seconds, then fades out... Any Ideas? Cheers
Create Contact for Account Not WORKING?
Hi, When I go to an Account page, halfway down there is contacts, but it will not let me create a contact for the account. If you click "New Contact" from the Accounts page, it will create the contact if you look for it under the Cont5acts Tab, but the Account still shows no contact. Immediately after you create the new contact, it redirects back to the account page, and a red arrow appears for a few seconds next to the Contact Section. Any idea what that means and how to fix it? Cheers.
Problems with task views
Hi, Recently I started using Zoho. I have imported leads and made tasks. In order to see my activities I click on the activity menu and select a predefined view, such as mijn current tasks. The problem is that there is a column 'related to' with my contact person name in it. However, when I hover over the name a pop up appears showing a different name and contact details. When I click on the name in the column it links to the contact person of the pop up instead of the contact person shown in the
Invitation to join: client Users
Dear Sir, Re : Invitation to join: client Users 1. Seva Sadan Trust has upgraded and subscribed for one month from trial users email i.e. sevasadantrusttrg @gmail.com & sevasadantraining@ gmail.com. 2. we have subscribe from our e mail ID. sevasadantrusttrg @gmail.com.. 3. We have opted ( 1 +3 ) 1 Admin users and 3 Client Users . 4. We have send invitation to E mail ID : sevasadantraining@ gmail.com. as client users , but by this email is unable to login . 3 You are requested to
Zoho CRM can't hidden Unit price whit sale man
Dear all, I'm use zoho CRM pro editor for my company. We need use module Inventorry for 1 admin and 5 sales-man. I create P.O with Unit Price is 842580 VND(E.g), then create Price Book with 989000 VND for Sales. I'm sure hidden Unit Price for Sale and them can't see. But when sale create SalesOrders, in Product details -> add product, sales can see unit price is 842580 VND (attach file) When choise products, unit price show in List price. If i pick Price book 989000 VND, them can see Unit Price and
CRM email templates problem
I have created email templates in CRM, but they wont load on my CRM email...frustrating, can some one please help?
How to add products to do quotes?
Hello . . . I used to use Zoho e-mail some years ago. Then I was a way from it for quite a while, but now I have a new business and am jus getting started with Zoho CRM. I've watched several YouTube tutorials and read some of the online content to get a better understanding of how I can use it. I'm trying to add products to be able to write quotes and generate invoices but I can't find where you do that. I saw online where it says "Entering data in the product details form: You can manually
Bulk Conversion
Is there a way to bulk convert leads?
BCC Dropbox
I have setup BCC Dropbox on my Estimating & quoting system. The email address comes thru as a Lead but the actual email isn't attached. I set it up as a contact and tried to resend the email but it still dosn't show up anyone got any ideas ? regards Ian
Google Calendar - Events
Hi I wanted to clarify something, i set up our crm 2 years ago and dont remember how i did this. We use 1 google calendar account for 2 users for booking appointments the other user has this google calendar set up on his iphone so any events/appointments will show up on his phone regardless he never sets up his own tasks or events etc only i do this on my zoho user/account I wanted to separate the two user google accounts as i wish to switch from creating task/reminders to setting event reminder
Support of non-English characters (e.g. ščěřž) when exp
Dear colleagues from Zoho, I found your CRM software very interesting for use in my organisation. Nevertheless I could not find a way to export contact details from your database with correct Czech characters. Could you please help? Many thanks Petr Petr
Accounts and Contacts
Hello I’m new to Zoho and wanted to know how best to use the system for a property maintenance business. I deal with Estate Agents who manage multiple properties and wanted to know how to treat the individual properties within Zoho. I have set up the Estate Agent as an ‘Account’. The agent will then send me a works order to quote or carryout a repair at a property, should I treat this as a lead, or a ‘contact’ of the ‘account’ I look forward to hear your thoughts. Tej
multi line::Short vs. Long
Hi, I Want to change the Length of a Multiline Field in a lead from Short(2000) ot Long(32000). This is not possible right now, because the Length Field is disabled. How can I do that? Thank you
Problem with Events and Invitations
We have the CRM calendar sync with Google in a 2 way sync. This is so we can access this calendar from iCal - including adding entries and attendees. When we try to send out an invite, the list gets duplicated many times - presumably because of the sync with Google. I'll end up with 30 invitees for a meeting that should only have three. Additionally, I have no idea what gets sent as an invite - I never receive invites to myself and the others do not seem to get there. Can anyone help me with this
Google Adwords Conversion Corruption
Hi there, I'd so much appreciate some help with this. It's driving me crazy. I'm using a web to lead form on my site, linking into Zoho CRM. I advertise on Google Adwords - search and display. When a ppc, paid click visitor lands on my page and converts from the display network, the conversion is showing as a referral from as.zoho.com. This is affecting my adwords management, as it's not reporting back to adwords which ads or placements are working. Please can someone help! Zakaria
Unable to use email template
Hi When I choose an email template from the email drop down, it does not populate. It has been working perfectly until now. I checked the template and all of the data is there, but for some reason nothing populates in the email. Please fix. Thank you
Accounts and Contacts
Hello I'm new to Zoho and wanted to know how best to use the system for a property maintenance business. I deal with Estate Agents who manage multiple properties and wanted to know how to treat the individual properties within Zoho. I have set up the Estate Agent as an ‘Account’. The agent will then send me a works order to quote or carry out a repair at a property, should I treat this as a lead, or a ‘contact’ of the ‘account’ I look forward to hear your thoughts. Tej
Emails not being received?
Hopefully this hasn't been done to death before.......... I have heard from various clients that they aren't receiving the emails I send from Zoho - not great as it's a sales system! Has anyone else experienced this before? And is there any way of requesting a delivery recpeipt or a read receipt? Thanks in advance
Disabling account creation from contacts
Can we stop users from creating accounts within the "Create contact" form? This bypasses all required fields we have set for account creation...
Contacts not showing up in google maps
I am evaluation Zoho crm. I have about 60 contacts saved, but on my mobile app, only 17 show up in google maps, and sometimes only 2 I've got all pertinent info saved, address including zip. what can I be doing wrong?
Change From Email
I have created a web form with a corresponding email template to thank the user for submitting but I can't work out how to update the from email address to be the company generic one and not the admin one. Thanks
How to make a task or event fully private
Hi, I would like to be able to add a task, note or event, that only can be viewed by myself only. I would like to note personal stuff into ZOHO CRM that is strictly visible for my eyes only. I don't want a boss nor a colleague have any way to see this info. The reason is that my function requires to be fully confidential with certain contacts their info, as it contain privacy related material. How can I achieve that? Thanks in advance,
Zoho Docs & CRM integration
when you integrate Docs with CRM, please retain the ability to have the documents that pertain to certain products/accounts viewed on the products/accounts tab. We like the ability to view everything that pertains to a certain product right there on the front page for the product, including documents. thanks.
"Save" and "Save and Create"
Hello, Sorry for my poor english ... In the french version, in the page for creating Leads (or anything else), there are 3 buttons : "Save", "Save and Create", and "Cancel". What is the difference between "Save" and "Save and Create" ? Thank you for your answer.
Professional Subscription - Number of Uers
Hi, Suppose I subscribe for one (1) professional user, how many users I can use. Is it 1 or 11 (10+1)? Please clarify. Regards KG Madhu
Asterisk Server Integration with ZOHO CRM
Please guide me for Setup VICI DIaler(Asterisk Server) integration with Zoho CRM. I tried Using Phone bridge. Still not happen. Whether any access URL Required.
DKIM signature options for Zoho CRM
Hi all, When sending mails from ZohoCRM to a Gmail account, we get "via sender.zohocrm.com" appearing at the top of the message. I've included sender.zohocrm.com to our spf record (include:sender.zohocrm.com) but we still see the "via sender.zohocrm.com" message. Examining the header, it looks as though the messages are being signed with a DKIM signature. As far as I can understand, this means Gmail will always consider the message as being from sender.zohocrm.com, regardless of spf settings. That
Starting a second unrelated company
Is there a way to setup a second company with new leads separate from the company I am already using Zoho for, ideally from the same email address? Thanks, Chris
I can't find Allowed IP
How I can activate this feature.. note that I don't find her in my CRM
Products in opportunities
Hi, I am migrating from MELSS CRM . How to add products in the opportunity ? Is there any option to create Custom fields in the Opportunity module? Is this provision available in Higher plans? Rgds Santhosh
Where can I find my bcc email?
Looking for my bcc email to sync my contacts from my email automation tool.
Limit sales person view
Hello, is there anyway to limit a sales persons view to only the accounts that are assigned to him, without using territory manager?
Import all the emails my team ever exchanged with our contacts into Zoho
Hey guys, I would like to import all the emails we exchanged with our leads/contacts. Is that possible? We used to use Close.io and we have a record of all the conversations which is very practical. Is there a way to do so? Jon
Is it possible to associate a new unknown contact to an existing account?
I would like to know how to be able to receive an email, adding it directly to an existing account? For example: a collague(Tim from BCorp) from my contact (Tom from BCorp) writes to me and I would like to find it filed under the related account BCorp, taking into consideration the fact that Tim is not yet inserted in the CRM Which steps should I accomplish? Thanks.
Note Field Sometimes Missing
One of our sales staff has the "Note" field on some of his leads and not on others. When I log in under his credentials I can see the note field on my computer. But you cannot see it on his. Again, this is not every lead, it seems pretty random.
Cannot set up email.
Hi. I am testing the zoho crm software for our company. I am trying to set up email so I can receive email in Zoho. The manual says go here: Setup > Personal Settings > Email Settings > POP3 (Zoho Mail) However, I do have have an "email settings" link under personal settings. I am pulling my hair out trying to figure this out. Ha. Thanks.
No email on free version?
I learned that email integration is not available on the free version. Does this mean there is no way to receive an email in the free version? On the free zoho support app, you provide a zoho email address and I forward all my emails to this address. Is this not available in the free zoho crm? It seems strange to be able to send emails but not receive them. Is that really the way the free version works?
Safari Support
Hi all, Just noting an issue when using Apple Safari. For some reason you cannot add more than 2 products to a quote, however when I use IE it works fine. In Safari you click the Add Product button and nothing happens.
Use Multiple Currencies for a product.
Hi all, I received a question from a customer which got me looking around the internet for a solution but couldn't find it anywhere. The customer wants to upload his products with multiple currencies. These currencies are defined on a price list sent to his customers who uploads the price list to their system therefore the price for the defined currency cannot be modified until the customer sends a new price list. One product will contain several prices and for accounting purposes they need to be
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