Account shows details when i didnt upload it
Hi , i uploaded my 762 leads but 462 appear in my account's tab when i didnt not upload any of it. how do i get rid of it. Accounts refer to my existing customer ?
Automated reports to email
Have downgraded to free edition however still receiving automated reports on email. how to disable that?
Trouble: clicking on create new task in lead/potential card causes error message with question-marks (unreadable).
What's it? What should we do to solve this problem?
Mass data import - Module "Prospects" - Lead owner not matching with user
Hi, Quick one: I have imported a CSV file into the system but it doesn't recognize the matching user. I have tried different things but I am out of ideas now. Any suggestions? Cheers, Fred
Moving notes when converting Lead to contacts/accounts?
How do i set the system up, to move 'Notes' from lead to contact/account when converting?
How do I count the number of selected tick boxes on a CRM form?
Hello all I have eight tick boxes (custom fields) on my CRM form. How can I create a formula the counts how many of them have been ticked? I can't create a formula that uses existing custom fields, so I can't create a field for each tick box that holds a numerical value and then add them together. The lack of options for custom fields and associated formulae makes them of limited use. Any advice would be gratefully received.
Cannot Delete Workflow Tasks
Hello, I was using the Entreprise Free Trial Plan a few days ago, and it expired. After it ended i decided to delete all workflow rules, task and field updates that i created in these past couple weeks during the trial plan. But now i see that i cannot delete them, mainly because Zoho keeps poping-up this message: 'As this task is already associated to the workflow rules, please disassociate it and try deleting.' There are no workflows rules left for me to delete, at least visible, and the pop-up
Edit Link on Lead Page does not display for field mapped as a dependency
I've discovered a problem on my lead pages in Zoho CRM. To summarise, I have two fields: Location (Mapped as Parent Field) Address (Mapped as Child Field) Both of these fields appear on my Lead page (EntityInfo.do), but the 'Edit' link only appears next to Address (the Child Field). When I click it, the drop-down gives no options. No edit link appears next to Location (the Parent Field). If I want to use this functionality, I have to click Edit above the Lead's name and go to the EditEntity.do page
Moving Contacts between modules
Hello, our small company is new to ZOHO- so far we like what we see. But we "mis-imported" contacts into the wrong module, i.e. Leads, Potentials, etc. How can we easily transfer, even if just one by one or mass, contacts from one module to another? I can't seem to find it. Thank you. Kevin
Showing full name of Lead on Feeds page?
Hi, Just wondering if it's possible to show the full name of a lead on the Feeds page. For example, it currently shows: Tristan F. updated a Lead Wong I would like it to show the Lead's full name, for example: Tristan F. updated a Lead Simon Wong This is a problem because many of our leads have the same surname (especially dealing with Chinese clients, who often use common surnames), making the Feeds page less useful than it could be. Am I missing something in my CRM setup or is this not an option?
Adding user to CRM
Hi I have recently deactivate a user on CRM to add on a different one but as of yet no email has been sent to them so they can confirm they are the new user. I have now re invited them a few times, can you check this out for me please? Thank you Leanne
Linking events to contacts
Hello there, Does anybody know how to create a new event and link it to different contacts, not just one? I miss this feature very much. Same with tasks. One event muxt necessarily be linked to different contacts or possible customers, take for example a business agenda in a new country, or a show. And it is something I am not able to do with Zoho. Thank you so much for the help.
Import Quotes
Hi everybody, For our company, old Quotes & Sales Orders contains relevant information about our clients activity. Is there a way to import past Quotes or Sales Orders from XLS to ZohoCRM? Thanks!
Cannot delete file from documents area
I cannot find a way to delete an old file from the document area in CRM. I'm the super administrator and I can't do it! Help!
Recurring task
Hi, How can I find all recurring tasks in order to expand those the their recurring is going to end soon (or already was ended)? TIA, Lior
Broken print dialog in CRM quotes using Safari
The latest update in CRM has broken the print dialog using safari in OSX 10.10.2. When trying to print a quote or export to PDF it cuts off a lot of information. Everything works fine using Chrome or Firefox, the problem only occurs in Safari. It worked flawlessly yesterday.
Discount on Sales Order
On a sales order when a line item is discounted the total for that line item is not changed on the sales order but the grand total is correct. If you print out this sales order you will see that the discount is not reflected in the line item and if you add up all the line items they will not match the Grand Total and the difference will be the amount of the discount. Is it better to add a line item for a discount?
Product listing with picture
Hi, I want to add photos of my products to my product listing, how do I go about adding this pics?
Question about this crm
Hi guys, I would like to ask all of you. The situation: There are 5 companies having a deal with us this year. Company A,B,C,D,E Company A,B,C had a deal with us last January. Company B,C,D last February. Company A,B,C,D last March and Company B,C,D,E for April. My question is, How can zoho crm detect that Company A has no transaction with us last February and April? Does it have a report/summary where we can detect our client has no transactions with us for these months? Thank you very much!
Excel tabs customization in zoho
Hi , When i import a excel sheet will 5 different tabs, Zoho doesn't read all the 5 tabs. It only capture the first sheet on the excel. How could i import and customize all the tabs and field with ZOHO
Analytics Not Working
Hi all, really impressed so far with the Zoho CRM system, still using free version to see if we can justify going onto the full fat version - more of a case of whether or not we can implement it in our organisation properly rather than whether or not it's worth it! Quick question though - I have pasted the analytics code onto all our web site pages but still do not have any analytics data. Any suggestions? I also have some google analytics code on my web pages, could this be causing a clash? Cheers
Basic CRM Functions
It would be very helpful to be able to view all activity history for an account on one screen. Right now it's very difficult to get a good picture of true activity history when emails are being logged on a separate screen. It's great they filter our to the contact they're associated with, but it would be great to see a single, chronological history for an entire account. It would be great to be able to result completed calls using a dropdown. I've created a custom field for call results, but the
Using javascript in "create new link"
Is it possible to use Javascript in create new link menu?
Change Custom link position
It would be great to be able to change Custom link position (order). Because at that moment i must re-create links if I need different order.
Need shipping cost in invoice
The invoices in Zoho need a spot in the invoice down in the subtotal area for shipping charges. The shipping charges should probably have a toggle that designates shipping charges to be pre-tax, or post-tax. In my case, it is pre-tax. I'd like to send invoices to customers but they are incomplete without shipping. I thought about adding a shipping "item" to inventory and doing it that way, but it's not the best way to do it. I can't use the "adjustment" area, as this looks to be post-tax. Is anybody
I am looking for a Zoho consultant in the Washington DC area.
I am considering a move to several Zoho applications for my business and I need assistance in evaluating whether it can be done in whole or just certain applications. Consultant would need to know CRM, Campaigns, Recruit, websites and possible Invoice.
Website Contact Form Spam Filter/Captcha
The free version does not offer a captcha option for the website form. Is there any other alternative? Workflows? Somthing? I am getting hammered with spam daily from the form. Please! :0)
How do I integrate Zoho CRM with Google calendar ?
I want to assure once I log in through my Gmail account and look at my google calendar that I can see all of my Zoho tasks. Please help Alexa
Approval Process on Accounts
Can you create an approval process with out a workflow? Here is what I am trying to do: On account creation if the account type contains, Lead then send for approval. Upon approval change to Prospect. If Declined sent an email alert to Account Owner and User. When I do a test upon creating a new account nothing happens. Why? Thank you, Tabitha
can't update stage for potentials
Hello, I've noticed this problem for a few weeks now - seems to be a bug. When I try to edit the stage of a potential (updating the stage in the pipeline) it's supposed to automatically also update the % chance of closing, as well as the value for the potential. Ex: If I say a potential deal is worth $1000 and change the stage one to another with corresponding values of 40% to 60% - it should change not only the % but also the amount in the pipeline from $400 to $600 - but neither of these are happening
How can I notify a user when a new lead has been assigned to him manually?
I need to notify the users of my company when a new lead has been assigned to them. The notification should be Email stating that a new lead has been assigned to you. Kindly advise on the same. I am currently on paid edition (professional).
Create alert after lead approved
I am struggling to create an automatic alert when a webform lead has been approved and ownership reassigned. I can trigger the alert by changing lead ownership after approval, but not during. Any help would be appreciated
Multiple currencies
I use multiple currencies for Zoho CRM Sales Orders. Is it possible to link Zoho CRM exchange rates to live exchange rates? If not then I have to manually change all exchange rates every day.
Changing decimal format in existing field
Hi I´d like to change the way that decimals are displayed from using a ´.´ to using a ´,´ in an existing field. Is there a way of customising this per user, or just changing the field format? Thanks Johnathan
How to handle massive amount of picklist value?
Hi, I understand that Zoho CRM has a limit of 1000 picklist value per module. Is it possible to increase this limit any way? What is the best possible way to handle many different picklist value for the accounts module? Thank you Pang
Current Age formula
Hi There are a few very VERY old threads on this - but it's such an obvious problem, I'm assuming it's been fixed by now?! Using formula to calculate CURRENT AGE from DOB field. The code supplied by Zoho is Datecomp(Now(),${Contacts.Date of Birth})/(60*24*365) Problem is - it makes people a year older? I've heard it's down to rounding or something, but I don't know any of that - I'm just after getting the correct age for my contacts? Can anybody help please? M
Open Corect Email Client
Please tell me how to make the email links in Zoho CRM point to a web-based email client. Right now they always open Outlook. We don't use Outlook and never will. We don't even have an office. We are a virtual company, everyone can work from anywhere, that's why we want to use your web-based applications. So why are you forcing us to use an off-line program to send email from a web-based application? If I'm using a different computer I suddenly loose the ability to email from within the CRM environment.
Automatically trigger rule: change lead ownership
Good morning, I am stuck and need some assistance. I am inquiring to see if the following scenario can occur: Sales employee creates a new lead (assumes ownership), but due to travel emergency will be out of office for 3 days. As a result, to no lead follow up the set automation process rule criteria is set to trigger. (Due to a set time parameter no follow-up (lead input edit/modification). This rule automatically assigns a set new parent or default owner (supervisor) for review. This is a reoccurring
Need to send leads in a .csv format
How can I email or send our "leads" in a .csv format?
Customization Across the Sales Team
Is there a way to share your custom database with your team members automatically with the free version?
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