How To Delete Images From My Library
Hi As I have been learning how to create templates inside document / writer etc I have uploaded various images into My Library as I have been inserting them into various documents. I now want to delete the vast majority of these images from My Library and I cannot find how to do this Please can you advise ? Thanks Paul
mail merge - insert fields
Hello, I am trying to do a mail merge and need fields from Accounts and Contacts in the mail but only fields from Accounts, Users, and Organization appear in the list of available merge fields. Could you tell me how to have Contact fields appear in the list of available fields? Thank you. Gary
How do I add a date field to my Free subscription leads page - I need to log the date of a lead
Good morning I have just signed up to the free subscription and am loving the product. However, when setting up the leads page, I don't have a date field. Do you know how I can add it? Thanks Helen
Currency
How do you change currency from $ to R
I am importing multipe contacts per Company from a Prospect Account List in excel to CRM.
If I have different contacts for the same Company, should I import to Contacts or Leads?, and will CRM recognise and merge the multiple insidences of a company into one account?
Automation: Data Pick Up missed
Dear Team, We tried automation in CASES. While one case automation is working clearly; the second one is not working properly. When executed, the email displays the Vendor name as ${Lookup:Vendor Name.Vendor Name. all other details of Vendor are taken from the system correctly. Kindly resolve on priority. We have to go LIVE from Monday.
Product Stock - Multi stores capability
Hi, We are newly developing our Zoho CRM. and our company having Multiple stores located in different countries. and all are sharing the same Products Data. Zoho CRM allow "Qty in Stock" to be shown and sold (minus from Stock when create Sales Order) for only 1 store. How we can create 2nd different Stock information when users can see both and decide from which store to sell (or book for SO) depends on availability? like adding Custom field to Stock information for Qty in 2nd Store. and users can
Notes Added Per Day Report Report
Hi, I am trying to create a report that shows how many notes are added per day by account. Basically the goal is to track how many notes I am making per day and see the accounts of which those notes are going to. I created what I thought was the correct report but sometimes when I add a note it shows up that I added 4 notes! Screen shot is included below with what I thought was correct. But as you can see some accounts show multiple notes added in one day which is not correct. Please help
changing a users details in crm
I have a user account in the crm that I set up for a previous employee who has now left. It is still activated but I want to keep the settings and colour set up etc and change the email address, user details and photo as well as the zohomail add on. Can i just edit the persons profile / details to reflect the new persons email address for example or do I have to completley set it up aagain as new? Can I perhaps 'clone' the user account and edit the new version.
Converting from Contact to Potential?
I can convert from Lead to Contact. I can convert from Lead to Contact AND Potential. Can I convert from Contact to Potential?
No Accounts or Leads
Hi, I have a Zoho account (free version) as part of a company account with 5 users. I am unable to see any of the accounts/leads we have, everyone else can view them all. Is there a setting stopping me being able to view all the accounts and leads? My permissioning is the same as other users under our company account as far as we are aware. Thanks Tom
Cannot Change User ROLES - Only option is " CEO or Manager"
I have followed the instructions on https://www.zoho.com/crm/help/security/create-roles.html#Create_Roles. But there is no " Roles" section under "user permissions" I don't want all my employees to be CEO's
Customized fields in zoho free version
Hello, My question is.. can you create customize fields in the layouts section using the free version of the tool? After my free trial I no longer see the button "new customize field" Please see the image attached. Thank you so much! Ana
What is the Member Accounts in Zoho CRM use for?
What is the Member Accounts in Zoho CRM use for?
Reports using multiple fields from multiple modules
Are reports only available on a 1:1 basis per module? We really need a report that pulls various fields from various modules.....Using Professional edition, but let me know if possible in ANY edition. Thanks.
Dashboard Table of a Matrix Report
Dear Zoho, Every time I attempt to create a dashboard component, whether that be a table or a chart, from a matrix report I keep getting the following error: "You have not selected any grouping columns in your Source Report. There must be at least one Grouping column in the Source Report." Does this mean that you cannot produce a dashboard element from a matrix report as my matrix report is grouping data by 2 elements. Please advise. Kind regards, James
Accessing fields in other Modules
In the layout environment, is there some way to bring a field from one module (such as Customer or Prospect from Potentials module) to another module (such as Contacts)?
Errors sending to email addresses that include subdomains
As of a few days ago, we are not able to send email out of Zoho CRM to certain email addresses. We receive an error message: "Please enter a valid To" The issue appears to manifest only when trying to send emails that include a sub-domain as part of the address: Works just fine: example@example.com Produces the error: example@mail.example.com This error started occurring with no changes made to our Zoho environment. We have sent multiple emails previously to email addresses that now manifest the
Don´t send an email to the participants of an event
Can Zoho CRM add a participant on an event but don´t send hiem/her an automatic email?
mass @mailing
Hi. I just upgraded my account from "free", and I've got a couple of questions: 1) at the moment my "leads" list has some 1.500 names, to whom I have just send a mail doing what is called, if I am not wrong, "mass @mailing". One question is: a) considering that at my account level there's a limit of 500 mails sent daily, how may I know who, amongst all of the 1.500, has been sent my @mail and, therefore, who's not? b) my former question seems to be only "academic", by the way, 'cause the system did
Funnel Velocity Report
Hi there - What's the best way to get a report that shows potential history in the funnel? For example, I want to see week over week how the potentials are moving through the funnel. Thx -R
Importing a price list
Hi, I want to import my current price list into Zoho CRM and Zoho Book. My file is save both in CSV and Microsoft office 2013 excel worksheet. I have the following columns Product Name (Alpha numeric) Description (Alpha numeric) buy price (Number Currency) Selling price Supplier (Number currency) I cannot make any sense out of your import structure. Is there an import structure that I need to follow - for example columns I need to make sure I use, as that would be useful
Combining 2 accounts?
I can't see my employee's account. It should be under mine: jillian@ezraproductions.com. Her e-mail is info@ezraproductions.com. Can you combine the two accounts please?
Report Creating Question
Hi, I am hoping that someone here with more knowledge on report creating on here will be able to assist. Whenever I create a report that includes some of the other modules i get an awful lot of duplicated entries such as contact names or email addresses. I pulled off a report yesterday of over 5000 contacts, some accounts that only have one contact and i will see each of these names and email addresses multiple times for the account. Is there anyway to stop this as I'm having to get rid of the
Web form questions?
I am a mortgage company and we have our realtor partners and what I am trying to do is the following; I have created landing pages for each one of our realtor partners so when they submit a new client via their unique webform that new client is automatically sourced to that realtor in my current CRM and it is put into my current CRM as a new Up Desk lead. Can i create webforms in zoho that are sourced to specific realtors?
How to change state?
Hello, In potential I use field called stage where are 5 options. I need to rename them but I would need to rename them also in the history. Unfortunately in the stage history there are still the same names as used to be. How could I do it?
Hi! Does exist some way to translate Texts to Spanish?
Hola! Hay alguna manera de traducir los textos?
related accounts
Hi Michael, I also would like to know how to relate accounts with each other. What I mean is: we have some accounts that are costumers, but that costumers exist through some account partners, so how to reflect that in zoho CRM as well? Many thanks, Joana
How can I create geographic locations?
How can I create regions (geographic locations)?
Adding a "company" column in the Activities module
Is there a way to add a "company" column to a view in the Activities module? I've attached a screenshot of my current column layout.
Assistance
Hi, We are an creative content agency based on London and I would like to know if Zoho CRM might provide a local assistance to come into our offices and help us get the most out of the platform for a couple of hours? Many thanks, Joana
mass emails - campaign contact list
I would like to upgrad on Standard in order to use the "mass emailing" functionlity. I generate target contact lists for mass emails via "Campaigns". Via "custom view" I can not filter my targets by customer AND contact criterie! - thererfore I use "Campaigns". But there is no "mass email feature" under campaigns? Thats my problem...
Zoho CRM with Zoho Docs - Instead of attach from Docs, how about link to Docs
Dear friends, I have been a paying CRM user for a year, it is a great tool. I would like to upload some larger files into Docs and link them from CRM. There are some advantages of this approach. 1.If I update the file in Docs, the linked file in CRM is updated as well. 2. Also in CRM 10GB cost like 200 USD / month and in Docs only 10 USD !? 3. I can link multiple activities to one same file, without costing me multiple file storage spaces. 4. I don't have CRM file upload limits. At least Docs has
from professional trial to free edition.
I´m a new user on Zoho with a 15 day access to the Professional trial version. how can I change it to the free edition?
Cannot Create Custom Field
We've just registered for the trial of CRM Plus but cannot create custom fields. Any help would be greatly appreciated. Many thanks,
Finding duplicates
Hi, does someone knows how to easily find duplicate contacts and leads?
sending email quotations
When I attach a quote to an email the prices are no longer showing , I have to convert it to an invoice then they show
Added a new standard user but not able to access the database
I have added a new user. He has standard privileges as do 2 others added prior. Prior two can see and access the database but the most recent cannot. Upon logging in he is presented with a screen asking him to create new accounts or import accounts. Any idea what is wrong?
CRM Contacts are missing
Good day? I have found out that my older zoho crm contacts are missing. All the leads who have bought my product are converted into contacts, but I have only one month old contacts left in CRM, where are the older contacts missing? Thank you in advance
Existing Client added to Zoho
I have been in business for years and have an extensive client list, for whom i continually have to send quotes for new work. Can i add my existing clients to Zoho not as leads, but as accounts, and get new potential work into the projected pipeline?
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