I need someone that speaks Spanish
Hello! I'm new to this software and I'm trying to customize the CRM for a client, but I'm having problems. Need to speak to someone in Spanish. Could someone help me?
Creating a mass email to contacts
Howdy, Sorry, I am new to Zoho but just signed up to the professional version. I have a list of contacts - circa 300 that I met at a trade show that I need to send a bulk email to. The contacts have been loaded, I've created the email template but the template is not available for selection when I select the clients to email from the main Contacts tab. I'm sure it must be easy but I can't for the life of me figure out how to do it. Any help greatly appreciated. TIA Adam
Changing trial edition
I am using the 15 day "Enterprise" trial. How can I change it to "Professional" trial?
Attaching Prodcuts to Accounts
Am I able to mass update account records to attach products? Or, can I import accounts into Zoho CRM with a product specified for each record?
standard users cannot access campaigns
Not seeing which security settings that a standard user needs in order to add a campaign to a contact or even seeing campaigns. Logged in as an administrator, there is no problem. Suggestions?
Account security
Hi, Is there a way to lock down security against an Account, to only allow certain people to view the data against the account? Thanks Jackie
Where do I find returned emails?
How do I know all emails are successfully going through? Where can I find possibly returned emails? (the ones not delivered due to wrong address, server problem, anything)
Can Sales Order and Accounts share a field?
I want a support contract expiry date field to be visable in both Sales Orders and Accounts pages for each client, can I have the same field and data within it show in both places?
Criteria Based Sharing rules
How to Share the data with different users based on Some record Criteria, Is there any ways to have criteria based sharing rules. Thanks, Naveen
Contact synchronization CRM-Campains
Good day! I have set up contacts' synchronization "Every Day" Now I see that I have only 15 sync per month available. How can I increase number of synchronizations?
Subscription questions
Our Zoho CRM enterprise trial has ended and we’re thinking to move to the paid subscription. Just 2 questions: 1. Does professional subscription cover the Email synchronisation feature? aka, when we send an email via Gmail, it will appear in Zoho CRM. 2. Currently we have 7 users in Zoho CRM, but only 2 active users are using it. We want to move these 2 users to the professional subscription. Do we need to remove the rest 5 users first, or we can leave them using the Free edition?
Is there a way to reverse a conversion?
I accidentally converted a lead. I would like to reverse the conversion without manually re-entering data Thanks, Jeffrey Levy
Assign prospect
You may then assign a user to a potential client, the client disappears from my profile and can only see again when I assign it back to me?
How do I change the name of the Call Task activity owner?
How do I change the name of the Call Task activity owner? Thanks.
File Storage Limit Exceeded
I cannot attach documents to e-mails any more because I have exceeded my file storage limit. This happened because I removed a user and thus reduced the limit. In fact I am well past the limit now. How do I delete my previous e-mail attachments on mass so I can carry on using e-mail? I have looked at previous answers to this and it looks like you will expect me to go through all my old e-mails and delete each one separately. I don't have time to do that, surely there is a way to delete them all
Text edit breaks Invoice Template
I have a strange problem that I need to fix as soon as possible. I had to edit our invoice template so that the headings were in German. For example, I changed the text INVOICE to RECHNUNG. I did the same for all the various labels on the template. I did not alter any of the field definitions in any way. The problem is, When I now try to print/preview/export an invoice, I can only see the template. Prior to the changes, they printed just fine. Just to be sure, I created another trial account (as
Linking Gmail with Zoho
Hi, I want to know if it's possible to write some emails to my client with Gmail and after see in Zoho CRM all the conversations that I had with the client on gmail in my zoho crm ? If yes, how can I do to link these two accounts ? Thank you
Books Invoices in Zoho CRM
Is it possible to use Invoices (information) created in Books which appears in Zoho CRM after a sync, in any reports.
Industry Pick list
Greetings, RE: The Industry Pick List which is changed in the Account Seeting module, eihter by using Edit (then apppend) or Replace Feature. 1) Replace feature does not replace a selected Industry in Leads module 2) Edit (append to list) adding new a new choice does not carry back to Leads module Note: have not tested with other modules, only Leads Best regards, Jeff Staff
Cannot Add A User
Hi I am trying to add a user to my CRM. My subscription allows fro 2 users. The role box is grayed out and I cannot add anything to it, however when I press save, a text box appears that tells me the role box cannot be left blank. Thanks Dave
Syhnc mail & Zoho without gmail.
Hi I run our business thorough my private gmail, but we are not using a Google Aps / Google Account. Is it possible to sync our business email and Zoho CRM without using Zoho or Google Aps? Outlook i out of the question. Best, Oscar
Sending and receiving emails in Zoho CRM
Hi, I am evaluating using ZOHO CRM. One feature I want is that I should be able to send the email from ZOHO CRM and if the person replies to that email, that also I should be able to see in ZOHO CRM as threaded conversation in the Leads view. Basically, I want all my communication with the client in one view. Is that or something similar possible. Thanks kabir
User not appearing in activities pulldown
I've created a new user and he has an activity assigned to him. When I sign in as an admin I see Jeff's Tasks in the activities pulldown, but when I sign in as Jeff I do not. I'm guessing it's a simple permissions issue. Thanks
Pipeline Graph Not Populating
For some reason this is whats showing instead of potential sales pipeline graph. <No data available> Nothing has changed in regards to data.
Is there any way to increase the number of line-items from 100 inside Quotes?
Hi, One of our clients needs advanced quote functionality and needs to have more than 100 product line items inside Quotes. I heard from a forum post that the limit for line-items is 100. Questions : - Is there really a limit for this? - What is this limit? - How can we increase this limit? Regards, Haluk
Multiple Currencies
Hi- I have the Old Professional Edition of Zoho CRM. Is it possible to add other currencies? If yes, how do I add them? Thanks!
Link for creating role, group etc are not fount in Users & Permissions
Hi, I went to URL Setup/Users & Permissions. Only URL is visible to me. I want to create new role. Please refer screenshot pasted below.
Can a custom module be tied into Invoice Product Details?
We are looking for a work around related to adding new fields to work with Invoice product details. We need to be able to add new fields and do calculations. We were wondering if we upgrade to Enterprise Edition will we be able to create a custom module that will connect to CRM Invoice product details? What work around can we look at to enhance CRM Invoice product details once they are entered on an invoice? Please see link below for other users needing the same functionality. https://help.zoho.com/portal/en/community/topic/ability-to-add-new-fields-to-zoho-crm-invoice-details
Product Details - manual entry
Invoicing, this is a show stopper for me... I have set products, but often need to customise them with basic comments, colour, type, name etc... Is there a way for me to customise the Product Details? I also like to switch off Stock Control as I am a services company, maybe what is needed is proper service industry module for Invoicing? Thank in advance
Sum product volumes in invoice
Hello, i need to sum the volume of the products in invoice. For each product is specify the volume, can i sum it? In formula i have to use ${Invoices.Product Details}? Thanks for help.
Associating more than one account company with a contact
Our customers are hotels where an owner might own several properties, so we want to tie that owner to multiple accounts (account = property; contact = owner). Is there a way to do this without additional development?
Making Lists Alphabetical
Hi There; I have entered into Zoho CRM my leads, prospects and clients but nothing is in alphabetical order. How do I correct this? Thanks
Won't let me add new item to a Pick List
In attempting to add a new item to a Pick List I: Select Setup, then Fields under the Customization menu, then select my Potentials module, then select Edit on my Stage field. (I've done this many times before to successfully add a new value to my Pick List for the Stage field.) But now rather than take me to the screen where I can add a new value it takes me to the Stage-Probability Mapping screen. If I leave this screen by entering either Cancel or Save it takes me back to the List of Fields
How to get report using with ZOHO CRM once i completed the mail merge...
How to get report using with ZOHO CRM once i completed the mail merge... Can anyone help me on this ?
"Create New Module" is not found in customization
I need to create a custom module. But I could not find the option "Create New Module" in zoho crm, Setup > Customization > Modules. What should I do to create a new module in zoho crm.( I have referred CRM help, the it is written go to Setup > Customization > Modules and click on Create New Module. My problem is I could not find the option Create new Module
Zoho Creator -Standard Version include Reports & Dashboards.
Hi, Does the Zoho Creator Standard version come with reports & Dashboards ? or Do we need to subscribe for Reports Seperately. Please help me on this. Thanks, Neha
Use GET variables on Web Froms
Hi!! In order to make compatible in an easier way the Google Analytics tracking systems and the Zoho Webforms it will be awesome to have the ability to copy the GET variables from the URL where a Zoho WebForm is located to the destination URL. This will make possible to track all the Google Analytics Goals with just one single form. ¨The idea is to make ask the user if this variables should be aded at the end of the destination URL in this way: Destination URL: www.xxx.com/goal-achieved.php Get
Case sensitive search for reports
I need to search in my contact notes for case sensitive string: ABC How do I do that? How do I tell field contains specifically ABC? I have tried: 'ABC'= no joy "ABC" = no joy /ABC/=no joy Please, I need a fix. thanks
Create Contact
Hi I am creating some webforms, what i want is that when someone fills one of them in they get an email each day for 4 days. How do I do this? Regards Chris
Report Lifeline of Stages
Is there a report that tells us how long an opportunity has sat in different stages? This way - I can calculate what the average amount of time spent, to take an opportunity from initial email to demo?
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