Charts and dashboard problem
reports OK but chart say "no data available"
Staying logged in
Is it possible for our users to stay logged in all day on Zoho Enterprise CRM? Is there a maximum time window before a user must sign out? Relatedly, does Zoho care if users Sign Out vs just x out of a session? Thanks!
Mass Emails
Hi, I am in the process of trialing Zoho for my business and I am wanting to send out mass emails The emails however only seem to go straight to a junk box How do I change this? Kind Regards
Better Way of Grouping Contacts by Project?
Hi, Does anyone have a good way of grouping contacts that may span different accounts for various projects? An example is below. Contact: John, Account: GM Contact: Jane, Account: Honda Contact: Joe, Account: NASA I may have a project - such as the development of a liquid nitrogen fueled car - that involves Jane, John, and Joe. I may also have a project - such as a big camping trip - that involves only Jane and Joe. Currently, the only way that I'm tracking such "projects" is by using the Product
Can i downgrade from Enterprise Trial to Free Edition of Zoho CRM BEFORE the 15 days
Hi , Currently in the process of evaluating several CRMs. I want to cancel the trial and downgrade to the free version BEFORE the 15 days tryout. It is very important for me to test the functions of the free version . If there is such a possibility would be very happy if you help me . Thank you very much .
Managing Users
How can I view my sales agents calendars?
contact synchronization zoho crm and zoho mail
How to Synchronize contact between Zoho crm and Zoho mail
RE: How can I export data with the attachments to the individual record/contact/lead?
Hello there, I'm trying to export data from the CRM but I would like the export also to include the attachments to each individual record such as any emails sent to this record or any attached documents. Is this possible in any way? Thank you for your help!
Can I export all of my contacts in one go?
Hi, we have around 3000 - 4000 contacts, but the reports module only seems to allow me to export 2000 contacts. Is there a way round this?
Zoho Leads Error
Hello, I logged into my CRM today, and the fields "name" "email" "contact" etc. have been changed throughout all my leads. I think this is an error with Zoho, as I had issues logging in on Friday and now I see the error. Thanks,
Why does Zoho adopt such archaic limitations on Export criteria?
I have been trying to overcome the ridiculously limited capabilities to export leads within Zoho CRM. Zoho limits export from the data base to the first 3000 records. Why 3000 records? Why the first 3000 records? The data file sizes are generally relatively small. Why would anyone choose to export the first 3000 records of a larger file without the benefit of a selection process? Even CRM applications in the 90's never dreamt of such an arbitrarily useless approach to exporting data. Moving on
RE: Is it possible for a CEO/Manager to share his data/contacts with some of his subordinates?
Hello there, I'm currently using the Professional account in Zoho CRM and I'm trying to figure out the permissions and access to data. I've read almost everything in regards to this but I still get confused by who can access what information in Zoho. So let's say that a CEO (Admin) and a Manager (Admin) wants to share only certain contacts/data with some of their subordinates, how can I achieve that in a Professional Account? Also, if I have a group of people who have to be able to access certain
import problems with closing date format
I exported all the potentials to a spreadsheet from Zoho, made changes to certain fields and now on trying to import.... nothing will be accepted due to the closing date format. I did not change anything in this field! All other date fields are being accepted as eg shown: 2014-07-25 This is in the same format as was exported so why is there this bug? I cannot change the format in open office to being dd/mm/yyyy... it just stays the same when I try to format the cells? i don't want to have to individually
Can't delete notes on sales account profile
Hi there, One of my users can't delete notes on one of his sales account, even if he belongs to a profile with the permission to delete notes. I've double checked under the Users & permission tab. He has no trouble with delete the whole sales account, but when he press delete note he gets the following error message: "Insufficient Privileges to perform this operation. Contact your Administrator." What do I have to do to give him permission rights to delete notes? Please help! Best Regards, Emma
Create auto-mail notifications when new lead
Hi there, We recieve new leads to the ZOHO CRM account via the sign-up formulars at our website Aros Business Academy. But we would like to be notified by e-mail, when we recieve a new lead. Is that possible? Best regards, Anders Rosenlund
Web to Lead
I am planning on having several different campaigns running at the same time, is there a way to identify which lead comes in from each campaign? Can you tag the form Campaign X, so that when the Lead notification comes in I know its from that Lead Source? Thanks Karl Karl Woolfenden
Adding e-mails to Zoho CRM Contacts without Zoho Mail?
How do I: 1) add new contacts by email from any mail program? 2) add a new note to a Contact by email from any mail program? Being a long time Highrise user, I'm trying to upgrade to Zoho. One key feature of Highrise for me has always been the opportunity to add an email to a contact by just BCC my personal Highrise Inbox when sending a mail to a contact, regardless of what mail app or provider I'm using. Highrise just checks to recipient and adds the mail to the related contacts notes feed. The
As a super admin, can I add events as another user?
Is it possible for me to create events under the name of another user? It would be useful to be able to log events on behalf of the directors etc rather than them having to do it themselves.
Limit in Data Storage in Free Version
In the Data Storage (All Modules), I noticed a limit of 25,000 in Free CRM module. Is it bytes of data, characters or records? Could you pls. explain with an example? I have attached the screenshot as well. Thanks Regards, Amir
Are you using ZOHO CRM for a B2C coaching/consulting business? Let me copy your customization!
I'm hoping to use ZOHO CRM to keep track of my life coaching clients and the default settings are WAY off. If you're in a similar industry and have customized the leads, potentials, contacts, and accounts tabs in a way you like, please be in touch. It would be a huge favor to use "copy customization" with your setup instead of starting from scratch. Many thanks! Peter
Zoho CRM on Samsung tablet - Missing icons
Hi On the home screen of Zoho CRM with all the little icons, there is a lot of tabs not present. Things like sales orders, invoice, Activities are not present! Is it because its displaying on a tablet or has it not been developed for these devices?
Disable standard filter in ZOHO CRM reports
Hi, I do not want to use the standard filter option in ZOHO CRM report as I do not want my data to filter by last activity time. How can I disable it ? Also, what is the relation between my standard filter and my first advanced filter. Is it an AND condition or OR ? Thanks
Look up field in Web form
Hi all. I'm creating a web form, from the Contact module. In the Contact layout I have made a custorm "look up field". Now when creating the web form, the look up field is not an option to drag into the web form. All the other fields are there, except the look up field ? Is this because look up fields can't be in a web form or have I done something wrong ? Please advise, thanks. BR. Soren
Email Report?
Hello, Is there a report that can be pulled for emails sent from the previous day, or custom date field? Thank you in advance.
MS Exchange
Can i integrate MS Exchange mail in Zoho ? We use multiple email per user and per unit. if this is not available this should be a future and very important integration
Changing Lead Owners
I currently have over 40,000 listed under my name and need them switched over. Is there anyway to do this other than 100 at a time. I am not able to sit here to do them 100 by 100. It has taken me over an hour just to get 10k transferred. Please advise!!!
Territory related report
I am facing difficulties to create the following similar reports: Average Order (Invoice) Value by Territory Total (SUM or Value of all Invoices) Invoices by Territory Monthly sales by Category (this is a Territory field) All the above three reports are directly related to the Territory. Please note that my clients does not use Potentials module. To create the 3 reports - I have tried to make roll-up-summary of Grand Total in Invoices module and store those values in Accounts and Contacts module.
Error when sending emails from CRM
Hi, What does this error mean, how do I verify the ReplyTo address? Error while processing the request! You need to verify the ReplyTo address to send emails using this account. Please verify the ReplyTo address.
Users not really deleted and Email Invitations not working
Not a subscription issue: We pay for 8 subscriptions. We have 1 admin + 4 real users + 1 test user, making 6 used subscriptions. Not an email issue on our end: I have checked the server logs, I can see previous invite emails, but no emails received since having my second problem. Problems: I recently tested functionality, creating two test accounts. During this time, we had 7 subs used. After testing, I deleted the two accounts. This was so I could record setup from a fresh start. Problem
Multiple CRM trials and accounts
HI, We current use ZOHO Support (paid) and want to integrate ZOHO CRM. 3 of my colleagues have tried the free trail of CRM under ZERO CARBON FUTURE (our company name) but we have 3 different CRM free trial accounts open and inviting these users is impossible! Can we start again with a single account to trial CRM properly before we migrate to full ZOHO CRM? Hope you can help? Many thanks, Chris Thomas
Users
How many users can you get on the free version?
Both account notes and opportunity notes in ZOHO CRM report
Hi, Can someone tell me how can I include both account notes and opportunity notes in ZOHO CRM report. Thanks
Resend the invitation email
How do I resend the invitation email ? I have tried to find the "resend" link as various articles have suggested, but can't see it on my screen. I'm logged on as super-admin.
Hola, soy Ángel y llevo un par de meses con standard
Hola a todas las personas que lean esto. Me llamo Ángel y llevo utilizando Zoho, bastante tiempo. Hace un par de meses me animé a ampliar de la opción gratuita a la standard, y en principio tanto por falta de tiempo, como por no verle muchas diferencias, no he comprobado grandes ventajas a lo que venía haciendo. Yo quiero tres cosas para comenzar nueva etapa profesional: Incorporar a los correos y donde haga falta el texto correspondiente para cumplir la ley de protección de datos en España. Que
Sending email
When I send emails, the view in inbox shows myname@gmail.com instead of "Firstname Lastname". How can I solve this issue? Dany Kurian
Data for Newletter
I want to export a list of contacts which are related to our different customers. I found two methodes: 1. Export a file in the zoho document view mode (For me not possible since it is limited to 100 and I have 4'000). 2. Export all contacts from the "Export data" function in Zoho (The CSV file does not show the salutation since severa attributes are together like e-mail, name etc. are all clubbed together in the CSV). Please provide me a solution on how to export all our contacts with salutation,
Linking Potentials Module to Purchase Order Module
Hello I'm trying to figure out how to populate some fields in the Purchase Order module from a related Potential. So for example, I have created fields under Potential layout that include date and location for a certain opportunity. I would like that information to automatically be populated in a related Purchase Order so I don't have to enter it again.
How to delete my account - made a new CRM by mistake
How do you delete an account? Originally, I wanted to add another email to access my CRM (this would only be the second email that has access to my CRM), but ended up making a new CRM by mistake with my other email. What is the best practice to fix this mistake so I can get my other email linked to my CRM? Thank you!
How can I view call details?
I have a completed call associated to a lead. When in that lead, I can't click on the call to view details of it - @the record I am trying to access is not available'. It says I either don't have permission to view it (I do - I created it) or it has been deleted (it hasn't). However, if I 'search' for the lead, and the call comes up as a 'results' option, I can view the call that way. How can I make it so that I can view the completed call details from within the lead itself? Thanks, Matt
Can I add emails that have been sent by users on to the home tab?
Is this possible? It would be useful for our users to see correspondence that other users are sending. So ideally it would have the users name, the contact they have sent the email to and the subject title or something.
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