Sum value in a matrix report returns no records
I have a matrix report that returns record counts in the cells ie works fine. When I customise it and change this to total one of the fields shows no output just "no data available" although it says "Displaying 1 to 13". There is data in the field I want to sum. I have tried re-creating the report from scratch and adding the field concerned to the selected columns before changing it to a matrix report. Makes no difference.
Our Google Calendars are now no longer Syncing with our Zoho Calendar.
I was working in the CRM last night around 6 pm est and the Google Calendar sync was working fine. This morning all of our staff's Google calendars are no longer syncing with their Zoho Calendar. Is anyone else having this same issue? Please note we just changed our primary domain with our Google Apps account and for all our email accounts about two weeks ago. I have also updated my Zoho account to use the new domain email as the primary domain. However, this was working yesterday, so I'm sure why
Are Zoho Calendar event creation based on Deluge Script modified by the Company Business hours?
Dear Zoho CRM and Creator Teams, Just wondering on this thought as is strange I seem to have no issue with a Date/Time field creating Events on users calendars but sometimes I notice that the update to the users Zoho and Google calendar does not work after the business time set in the Admin CRM business hours settings? I also wanted to note this event was created by a Zoho Creator app i'm working on. And on that note is it possible to make the date/time field appear and work the same as the CRM version
why country and city field is a text not a select box
hi , I was wondering why fields that has predefined values like cities and countries are not field drop down list
Sheet View for clients
Hi I wnat to do a 'tidy up' of my current clients. Is it possible to have a sheet view (excel sheet) of all my clients rather than having to do one by one. Currently I can only do a sheet view of the clients on each page ie ten at a time. Thanks Zena
Using campaigns within zoho CRM
Can someone assist with how i should use a campaign within Zoho CRM. I have created 3 campaigns but it doesn't appear to flow how it want it to. I think i'm using it back to front. I've created a campaign using existing leads, e.g. i have leads that are 90+ days old and i have imported these into a 'Campaign' so that they can be refreshed however i am finding it difficult to work these within the dedicated campaign. After reading the help menu i think that you start an activity (external to Zoho
Print Mailing Label option in Leads shows Phone #, not Address on labels
I select a few leads in my leads list and click the Print Mailing Label option. The displayed labels have the contact name on line 1, company name on line 2 and phone number on line 3. Yes all contacts have a valid mailing address but the addresses do
B2C Partnership Tracking
My company is B2C, and I want to use Zoho to track my individual customers as well as my partnership efforts. Has anyone done this? If so, I would love to connect and chat about it.
Converting Lead using time based field update action
We've set up a workflow rule to update a field using time based action and set up another workflow rule to convert the lead based on that field updating. Seemed , field updating working fine but it can't convert the lead. Is it not possible to automate the lead conversion in such way? Let me explain little bit- we are getting lead from third party tool using Zapier. When we get qualified lead we want to get it converted to contacts and potential automatically. We know, converting works only on field
Aside from Leads, is there another type of module allowing to convert its records to contacts?
Hello, Entries present in the Leads module can be converted in contacts, but I didn't see the same functionality (using Zoho CRM Pro) in any other module in Zoho CRM. For example, if I'd like to convert a vendor into a contact, I don't see the "convert" button like it's present in the lead detail screen. Am I missing something? - Adriano
How To Change Status Of A Lead
Hello, I am looking for a simple method to update a lead that has no value. "Dead Lead" I don't want to see the lead in the "Open Lead Filter". Please advise on how to accomplish this. Thanks in advance. JTL
mass deleting
Deleting Mass Contacts Does not respond I am trying to delete all of my contacts and start from scratch. When I try to choose Tools > Mass Delete and search for contacts, the Delete button does not do anything, Am I doing something wrong? Scott A
Automation rule on new lead - not working in free edition
Hi I am using the free edition and created automation rule based on new lead record. The rule set to execute on create. The criteria is a name of a user that is opening lead. The lead is created via API integration from our WordPress based Website. Once the rule is triggered it should send email using Email Template. For some reason we did not manage to get the emails once new lead was created. Any idea what we can do to fix this ? or maybe there is another way to get such notification on new
Pick List Auto Fit
It would be nice if there was an option to auto size the pick list field to fit all of the selections. Currently you can only view four selections without scrolling.
logo
Can anyone give me any insight how to upload a Logo to the CRM and Calender? Also what size format is needed to upload.
Attached PDF of customers business card?
To Whom it may concern: Is it possible to scan our customers business card into our computer and attached the image to our customers content? Please let me know. Thanks, Dominick
Alignment of CRM
I am using what I think is the latest version of Zoho CRM, not sure where the version number is shown. I run this normally in Chrome and I am wondering if there is a setting that I can use to get my screen/grids to align to the left. When I launch any of the grids Accounts, Opportunities, Contacts, etc, they appear with a space between the left of the grid and the left of my screen. Might seem insignificant but when you are displaying a lot of columns and searching it starts to get very annoying,
Import list of contacts with owner assigned - system created new accounts and assigned to login person not "owner"
I loaded 175 records to Contacts with the owner as Jane. The system created new Account records, but used my login Joe. How can I ensure the same "owner" is assigned to both the contact and account?
Field and then a sub-field to select from
I want to have a list of industries in a field1. Field2 would be a list of sub-industries. I see how I could do this by having comprehensive listing all of sub-industries. But, is there a way to select an industry, and in the sub-industry field I would only see sub-industries pertaining to the selected industry. Therefore, if I selected Automotive in field1, I would only see the automotive sub-categories in field2. Field 1 - Industry AUTOMOTIVE BUSINESS SERVICES CHILDREN Field2 - Sub-industries
ZoHo not sending email. Says "Mail cannot be sent as the Email Addresses does not exist".
Up until last night, ZoHo worked perfectly sending emails. Not sure what is going on. No settings changes, but ZoHo will not send email. Don't even know where to start as I don't find any area affected by setup. Did ZoHo servers go down? ... and yes, this was from LEADS and an email was entered and saved for the lead. ... entering our emails in CC and BCC resulted in additional errors ... no one received emails from ZoHo, had to send from external email programs. Thanks for any help.
CRM Mass Email Problem
Hello, I created a template in Zoho CRM and used the ${Contacts.First Name} code to personalize the email. I sent this out to 100+ clients. We had a client email us back because his name was incorrect. The clients name is Mike and the email he received was Ramón . Do you know what could have happened and how we can prevent this in the future? Also, when sending a mass email, why does the email not show up in my sent items? Thanks.
Filter View by Call Status
Hi, I cannot find any option for showing Calls where Call Status isn't Completed. The quick fix I use now is to write "Done" in the Call Result field, but this seems ineffecient
Problems for other colleagues to read the pdfs I have uploaded
I use Adobe Acrobat X Pro to generate pdf files. When I upload these to Documents in CRM my colleagues can not open and read them. I can. I if send the same file to them with email they can open and read them without any problems. Any suggestions?
Time Based reminders based on an open field within a lead
Hello, I am trying to figure out how to set up an automatic reminder when I mark a lead a specific criteria. For example I have a section in my leads where I can rate them A, B, or C. When I mark a lead as A I want to automatically be reminded 1 month from then to send them and email, 2 months from that time to call them and 3 months from that time to send them a physical mail piece. I have different desires for each A, B and C lead but that is the jist of it. Does anyone know if this is possible?
How do I choose the secondary email as a sender?
Hi all! There is an option to send an email directly from the CRM. Under my account I have two email addresses: a primary and a secondary. When I want to email the contact, my primary email address is set as the sender address with no way of changing it. Also, while creating templates, I can choose primary email addresses for all the users only. How do I set the secondary address? Thank you.
Letters are garbled
From just today, letters in all emails that we sent were garbled. So clients sent us the reply, saying " As letters are garbled, we can't read them". We have been able to use Japanese version in Japanese without problem from the beginning. When will it be fixed?
Read-only checkboxes clears themselves at account creation
I need a read-only checkbox to be (and stay) enabled when creating a new account. I've got one set up with the correct read-only permissions but it clears/unchecks itself when saving the account. I'm pretty sure it used to work a few months back (before the new customization layout came out?). We've just started using Zoho for real and are integrating new users but this problem is a step back. Thoughts? Thanks
Price book for billable hours
How do I setup a price book for billable services instead of goods. Example: Management Consultant Sr. Rate $125/hour This would tie into the quote and purchase order as well. Thanks, Michael
adjustments in crm data through worksheet editor not working
I am trying to update data in crm through the zoho worksheet, but my updates are not saved after I saved them. Need to get a mailing out by tomorrow, so very frustrating !! Can anyone help me? TXS
Is it possible to add an importance level for a lead?
Hi, As we all know, not all leads are equally important. Is it possible to visualize this in the Zoho CRM? For example: lead X is very important to me: I shall give him 5/5 stars. Lead Y is relatively important: 3/5 stars Lead Z is not important: 1/5 ... Is this (or a similar system) possible in the Zoho CRM? Thanks, Bart
different type of contacts
I need to classify my different accounts or contacts as direct sales or potential business partners... how do I keep them separate? I would want a different campaign for each.
log various activities, e.g. called client, visited client etc
We are starting a Zoho implementation and would like users to log activities with an Account and/or Contact or Lead. An example would be if an Account is visited in person or a call is made. The user should be able to log the date this happened and record some notes. I don't see a good way to do this. The Call activity is kind of close to what but requires things like call duration to be recorded, and it doesn't appear possible to change the fields. Any suggestions on how to handle this?
To view the images you want to save the file on your computer
Good afternoon, I should say that I write with the help of google translator, I would like to learn to look at the photo attached to the counterparty, it should be required to download to your hard drive, or still have the option to view the photo.
Birthday Alerts/Reminder and Workflow
I still am not understanding, how a system like Zoho can be so flexible, and yet cannot have the option to develop birthday and anniversary alerts, then run a workflow to send emails, print mailing labels, and do a mail merge. Some of the most inflexible CRMs out there can do this.. I think this implementation is long overdue.. If it is possible, then please let me know how to do this.. thank you.
frustration- but christmas is coming
we use case for service calls to peoples homes. In access we use to print out a service sheet for the engineer to fill in and at the bottom was a report of the last 5 service calls. Cases seem to be very badly supported in templates. We need an inventory template for cases please. What a lovely Christmas present that would be.
How to add multiple of the same product to an account
I am trying to figure out how i can add multiple of the same product into an account. is there a quantity option I am missing?
how to add new category under lead status
Is it possible to add a new description under the field "Lead Status"
Zoho Backup
I have backed up my data from Zoho, but I am wondering about the naming of the attachment files. How is the name determined and how does it relate to a particular Zoho record?
Twilio Caller IDs integration for Zoho CRM
Hi all, I think a great addition to Zoho CRM would be to allow custom caller IDs when using Twilio as your VOIP service. Looking at the documentation it doesn't seem it would be a huge task to implement. https://www.twilio.com/docs/api/rest/outgoing-caller-ids It would really be a great help as I have users who work around the country and would benefit from customer caller IDs. Otherwise, love Zoho so far, keep up the good work!
Rename modules in different languages
I setup language to English (United States). Then I rename module Lead to another name, for example "ABC". When I change language to Vietnamese, it shows ABC too. This is not what I want. I don't want to change Vietnamese name of the module Lead. Please check if this is an issue? Thanks!
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