Dashboard chart
Hi Zoho team, I would like to build a chart in my dashboard that shows the amount invoiced over a given period. I also need the the amount my company invoiced since the begining of the year. How do I do that? Thanks, Benoît
linking modules
Hello, I have a module titled providers and I have another module titled practice status - i want the data in providers to update some of the data in practices...can you link modules or have modules feed data to modules? For example, If a practice moved in the address field and I updated this field in Providers, could it update Practice status? Thanks Tricia
How do I edit price book?
I am needing more detail displayed in the price book, and can not edit it or add it. Please help. rob
how to hide the data based on users in enterprise edition?
i am able to see others records as well in my account. how to hide others data if i log in as my user id?
Mass E-mail
When sending a mass email with Zoho does the recipient(s) know who else is receiving the email...what is the best way to mass email?
Update Account Field Using Formula Or Workflow
I wanna auto fill my account Field in Contact Object... But there is no way through Workflow.... Please Help me as i am New to Zoho Crm
How to load different excel files?
I am currently trying to test the CRM system for our company and we would like to load historic data into the database. I have customers who have already purchased our products, customers who are going to have a demop and leads. I would assume that customers who have already purchased the product would directly go into the 'Potential' category however will i need to creat a contact first? I am just having problems loading previous existing customers into the database without having to load it into
PDF Generator Failed to Generate Documents Properly
Please remove the PDF Generator immediately as it does not seemed to help creating documents in a nice way. Instead, it generates documents in ugly styles and messed-up layout. Please bring back the webpage (HTML) version of "Print Preview", and we have our way to print it into PDFs (at least Google Chrome has this built-in function).
Formula Field = Case Sensitive
More of a public service announcement than anything, but in case you haven't figured it out (and it took me an embarrisngly long time), the Formula Field in Zoho's CRM is case sensitive: If(x=y,1,0) is NOT the same as as if(x=y,1,0). In fact, the latter will not work. Cheers,
HELP IF FUNCTION
Hello, I need build a formula from the options to Create Custom Field in Cases. I have a field called Type, which has these values: Presales: Simple Query Presales: Sizing Presales: Validation of Technical Specifications Presales: Response Technical Specifications Presales: Technical Specifications Design Presales: Opportunity Detection Presales: Virtual Demo Presales: Pilot (POC) Presales: Demand Generation (Final) Presales: Demand Generation (Partners) Each of these values, show a kind of task,
I would like to cancel my CRM
Hello, I would like to cancel my CRM subscription but am having difficulty in finding a way to do this. Can you please help thank you.
Convert a lead into a record in a custom menu?
Hi, Some of our dead leads still would like to be on our mailing list but we would like to get the out of our lead section. I have created a custom module to put the dead leads in, but how can I get them over there? I can find a way to convert them to the custom module. How do I do it? Roger,
no visit record in contacts
1. no visit record in contacts. we have set zoho sales IQ on the website. we can see visitor coming. 2. no email alert in CRM, no new email or alert in tap of CRM
CRM -- listing assets
I'd like to be able to track the assets each customer owns. This includes the name of the asset, and its serial#. What would be the best way for me to design this into the CRM? I would also like to either get a list of these by search, or creating a report so that it lists the company name, customer name. Can I do the above using the "standard" CRM?
Zoho CRM Down?
Hello, my employees and I haven't been able to access Zoho all morning today. Is the server down or what? Thanks!
EPR
Do you have any erp programs? Thank you
Restore a Zoho CRM back up into... Zoho CRM
I used to manage all my contacts & opportunities with Zoho a few years ago. Before closing the account for a while, I had made a complete back up (10 USD) that left me with a data.zip containing in separate csv files all my data. I would like to start a zoho crm account again. I imagined that it was more than easy to make everything working again but so far i did not manage to. Has anybody try this, to me, very common operation ? Thanks for your help Cheers T
How can I find Zoho bills?
Where can I find my monthly bills? Invoices, what the fuck you say.
Change Super Admin in Zoho CRM
How could I change the Super Admin of the Zoho CRM account
Does Unfollow button work?
I can't unfollow any lead or account. When press I Unfollow button, it looks like Lead in unfollowed. But when I open this lead again (or juct refresh the page) I see this lead as it is followed again. The same With accounts.
Contact details of a new lead should be sync with the contact list automatically.
Hello, I am very new user on the Zoho. Please help me on bellow cases. Case 1: When user creating a new lead. In this lead form almost all the contact information get filled by user. So after lead creation this new contact information should be reflect automatically in the contact list. But it is not displaying in the contact list. Case 2: A contact has been created in contact list already, if user want to create a lead for this contact, then how can I create a lead for this contact. Please help
Default email settings when sending from contact
Hi, This question was asked 7 months ago by another user in this Forum Topic but has not been addressed by support. I found a resource that describes how to change the default fonts on outgoing emails, but this seems to only apply to the "emails" module. When composing an email from a lead or contact record (by clicking "send email"), the default font is still set as Verdana (even though I changed the default font to Calibri by following these instructions: https://www.zoho.com/mail/help/compose.html#alink3)
Auto populate fields in tasks
I think it would be great to be able to auto populate certain fields in tasks. As of right now, I have to copy and paste the name of the company in to my task and I can think of a couple more fields that I would like to have pre-filled in as well.
Exporting - linebreaks cause problem in CSV
Hello, Can anyone pls help me how to solve the following problem: At each customer I have a "description" field (with long text) The text is with LINE BREAKS. And this is the problem. Because when exporting - due to line breaks - this text is listed into different rows (altough it should stay in the same row with the zoho_id) And therefore when converting to excel file each line break gives a new record. How can I avoid this?? Many thanks in advance
Email - looking up contacts in the Email tab
It appears you cannot look up contacts in the CRM when you are creating an email in the email tab of the system. This should be changed!
Complete tasks through automation
It would be really nice to be able to "complete" tasks automatically when certain criteria is met or certain fields are updated in a record.
Connect fields of modules
Hi, I have created a custom field inside the customer module, it's a select field. Now I would like to include this field also into the invoices module, but the field should not be editable inside invoices. I just want it to show the value of the field that was selected inside the customer. So basically the two fields must be connected. Is that possible? I haven't found a way to do this yet.
Better options for follow up and activity last contact communitcation
I stole this (below) quote off another forum but is exactly what I feel I'm missing in Zoho. I just don't see an elegant way to keep track of follow up and the content carried over from the last activity. I would love to be able to log into my crm and browse throng my accounts and and contacts and see me last activity, the content of the last activity and the task associated with the next action step...Similar to how this person explained it? AM I just missing something? Seer, alike the whole point
Import Task
I am using import tasks option, but I can ' t update the account related to the task . Is there any limitation ?
Timing out Frequently
Why is zoho timing out frequently. This ping rate seems very high. https://status.zoho.com/
Limits in number of formulas in a Tab
I am creating a Proposal / Price / Quote Tab. In the tab there are three sections; Proposal Detail, Price, and Quote. I hit the limit on number of formulas you can have fifteen. I probably have about another 20 formulas to add. What are my options? Thanks, Walter
Mandatory Last Name ?!
I'm looking to use Zoho CRM for sales management at a new magazine in Austin, TX. However, I cannot import hundreds and hundreds of my leads because we do not have names for the decision makers yet. For our current accounts, sure, no problem. I can do that. Great. But, to make this software a sensible choice for us, and thus to pay for more and more users, we'll really need the mandatory last name issue resolved ASAP. Thanks, looking forward to hearing back. Best, Ed Edward Preston
<<Book Now>> button in my individual activities
When I add a location to an activity in Zoho - I gte a Book now button swhen viewing the Activity. If I go ointo it a get a BOOK HOTEL bar - this new?
Email link in "Contact" and "Leads" doesn't work
The link that I could use to send email when I'm in the Leads or Contact form doesn't work. Even worst, it is not always showed up in the "leads" form. I'm using CRM Plus. Bug?
Zoho CRM Potentials Pipeline Component
I am currently in the process of entering potentials into our CRM. I am able to view the report including a funnel chart when I access it through the Reports tab, but the Pipeline component on the home page only says "Insufficient data to display in this chart type. Kindly choose some other chart option." I suspect this is because the component is pulling the dollar value (which has not yet been entered) into the chart rather than the quantity of potentials. How can I change the chart type in this
Qualified Leads
Hi Guys, I am new to this site and may have the complete wrong end of the stick. I am looking for leads in the commercial property area but I am unsure how to find them. Can anyone help here? Thanks, Alex
Mail merge and automated email response
Hello, I would like to know if it is possible to use a mail merge template model as an attachment of automatic answer emails, considering the mail merge model has some custom fields, such as <leads_name>, phone, email and others that should be filled with the lead's provided info when sending the attachment.
Is there a way we can link Case IDs to Event IDs?
Hey, I would like to know if there is a way that we can link back Events to Cases, We are able to see what Case an event is related to but not the actual case number that it´s related to. If we could get some help with this. Thank you!
Export Events to Google Calendar
I have been trying for several days to Export my Zoho Calendar to my Google Apps Calendar, with no luck. I do not have the Export option under More Actions. I have confirmed that I have the correct Time Zones for each. Any suggestions on how I might work around this. Thanks, Seth Fischer WoodPelletPrice.com
Notes being deleted form potential when activity is deleted
Hi, I write all my notes in the activity part and it links with its potential, but as soon as I delete that activity all the notes disappear form its potential as well? (I haven't deleted the potential)
Next Page