Single User CRM Account
I'm inviting a new user to my CRM account but it says that she already have a CRM account. How can she delete her CRM account and join mine. We are using ZOHO for our emails so we only want to delete her CRM account so she can join the organization CRM.
Print filtered results not working
I can't print based off filtered search results anymore. It ends up printing something else. Please help! In Accounts/search/ filter Account Status (is) Active Billing Status (doesn't contain) collection Hood Cleaning Scheduling Status (contains) due for service I get the proper list of accounts on the screen, but when I select print it no longer prints that filtered list of accounts, it prints unfiltered results. I haven't made any changes since the last time this
Labels !!!!!
At this link: https://www.zoho.com/crm/help/miscellaneous/print-mailing-labels.html you state the following: With the Zoho CRM Plug-in for MS Office, you can use your templates to print mailing labels. See Also Plug-in for Microsoft Office And it stops
Zoho CRM - How to Send Mass Email to Accounts Only
Hello, I am trying to send a mass email, but would like to only include people who are listed in the Accounts tab and exclude the ones who are listed as Potentials. Any way to do that?
Closed Activities - Related List Column in Account and Contact
If you look at the past closed activity under the related fields in either Accounts or Contact module, you can't sort all the activity together to get a timeline of closed activity. For example, if you log calls and have closed activity, and want to see all of your closed interaction with a contact, you can either sort by logged calls or sort by closed activity, but you can't sort all of the together in descending order. This functionality is extremely important to get a full picture at a glance
Permission
Is it possible to set permission rights of the following. 1. Record owner is the only one allowed to change their record 2. Record owner can only view records assigned to him/her
Importing prospects go into wrong fields
When importing prospects from excel spread sheet I check fields prior to import and they are lined up correctly, but when they are uploaded, they upload in the wrong field and other fields are missing completely. The name of the prospect becomes the website and the name is in title (sometimes) and email goes into website. Industry and phone number are missing even though they are on the spreadsheet and on the import list to check placement.
List of fields in filter when customizing a view
Hi Support, When customizing a view and adding conditions, the list of fields doesn't show the section header. The list of fields to add to the view itself does show the headers, which makes it much easier to quickly find the field we want. I've attached a screenshot showing the (long) list of fields. Some way to break it up would be appreciated. Thank you, Nick
Printing of Activities
Last week, I was able to sort out the certain activities such as all tasks due this week and print them out using the print button next to the search button in the activities module. However this week when I go to print, no matter the search results - every activity appears in the print preview form. How can I get this to only print the tasks which have been selected?
Stages
Is it possible to to create three different pipelines?
Quotes vs Orders
When you place a quote the price it shows is the price...This is correct When you place a Purchase Order the price it shows is the price...This is wrong it should be the COST. They told me you have to create a Price Book but that should not be because when you want to update a price then you have to update the price, the cost and the price list. In the Product Module there is a Price and a Cost. So if you place a Quote the system should look for the PRICE and if you place a purchase order the system
Dial by "skype" Icon / Phonebridge
I see that there is now a phone bridge for Ringcental. I can't figure out how to change the "Dial by Skype" icon to "Dial by Phonecentral" Can someone tell me how to do this?
Contact Name in Tasks
I have "Today and Overdue Tasks" on my dashboard/Home page. The name of the Contact or Lead does not show up unless I click and open the task. Is there any way to add to this view, the name of the Contact of Lead for which the task is due? Thank you.
Dropdown in Webform doesn't get captured.
Our online webforms uses a dropdown for individuals to select their "System Voltage" however the value they select doesn't get uploaded to Zoho. The new lead created, just shows this field as blank. All the other fields work fine, including the dropdown question "Subscribe to Newsletter?". Here is a link to the web form: http://www.altendc.com/dc-generators/diesel/d1-diesel-battery-charging-dc-generator.html#_inquire
Require "Create Deal" upon lead convertion
Is there a way to require the creation of a deal when converting a lead?
Zoho CRM: BCC Dropbox Intermittently Working
Zoho CRM: I am trying to use the BCC Dropbox function with my Outlook 365 interface and having challenges with it. It works occasionally which is more frustrating than not working at all. The contacts and their respective emails are all in place but the email is not being appended to the lead/account. Additionally, your functionality describes the concept if the contact/email is not in the CRM system, it would create a new contact. That is not happening either. I tried recreating my BCC Dropbox
Aprroval process
Hi, in the approval process it possible don´t send email for these record? and other items for the related list? thanks and regard.
Reports in CRM
Hello, I am wondering if you can create reports in CRM such as the standard reports in Campaigns, including clicks, openings, unsubscribes etc? And if so, how? Best wishes!
How can I link incoming emails from my contacts and leads to them ?
Hi, I can't imagine that it isn't possible to my contacts or leads. for example: I have sent an email to a sprecific lead/contact, and when he replies I want to be able to see it under this specific lead/contact. How do I do this.
Cant find the microsoft outlook plug in on the App section?!
I wanted to install the Microsoft Outlook plug in although I cant seem to find the option. I went into setup, opened aps, and then other aps although it only shows me the mobile ap option. Is this because I'm a free user? Thanks
Changing in names
Whenever I write a name called "Jacob" in Zoho CRM, Zoho changes the name to "Truecob". How can you fix that?
How to auto fill a field from the client under which the contact is added.
For example the client name is added automatically when adding a contact to that client.
Saving excel modification in Zoho
Hello, Is it possible to save modification made in Zoho sheets editor ? I can export or pint but cannot find how to save. The sheet was originally created in Excel Thank you, Jacques
How to delete a Forecast
I want to delete my Q2 2015 forecast and make a new one. How can I do this?
Invoice tax and total without tax values
Dear Zoho CRM Team, As far as i can see, very, very old problem is still here: 1. We have an invoice with taxable products 2. Taxes for products are calculated/recalculated correctly nowadays 3. However, i can't see any way to have * sum of all taxes in a variable * sum of all products prices without taxes In many countries it necessary to create invoices like: 1. Product1 | price without tax | quantity | tax | sum as price with tax * quantity 2. Product2 | price without tax | quantity
Changing stages doesn't change probability in a potential
If I change the stage of a potential, the probability doesn't always change so it screws up my reports. Is there some sort of setting involved?
Display Records from another table
I import data into 4 tables. The 4 tables have a common field named "BEN". When I am viewing a certain record in the "LEADS" table (which could be considered as the parent), I want to see the records in table #2 that has the same BEN; in the next section I want to see the records in table #3 that has the same BEN; in the next section I want to see the records in table #4 that has the same BEN. How can this be accomplished?
Emails sent via Gmail not appearing in Zoho CRM Contact
So I have my business Gmail and Zoho CRM linked so that anything sent or received through one, will appear in the other. The only problem is that when I send an email through Gmail to a contact, it doesn't appear in the email records of the contact on Zoho CRM. And when I send an email to a contact via Zoho CRM, it appears in the Sent box in Gmail. Receiving email through either always appears in both. Can anyone help explain the issue?
Googe sync deleted all my zoho contacts - HELP!!!
I have used a 1-Way sync for years - Zoho CRM Contacts to Google Contacts. It appeared, however, that when a zoho contact was reassigned or deleted that they stayed in Google, ballooning my Google contact list. Yesterday, therefore, I changed the sync to 2 Way Sync, where Zoho CRM contact will overwrite the Google contact. In preparation for the sync, I deleted all the contacts in Google. When the sync happened this morning, 3 new contacts I had added yesterday appeared in Google. Every other of
Export
Bonjour, J'essais d'exporter des datas dans un fichier excel. Bien que le fichier créé indique un volume x il n'y a aucun data qui s'affiche. J'utilise excel 2013 Merci, Jacques
My employees cannot see the leads
Hi - my employees are unable to see the leads I have created. The only way they can see a lead is if they are the owner. If I check the permissions it says they should be able to see and edit leads. Can you please help Thank you Barbara
RULES
Hi Im battling with setting up rules on the CRM
Replace one field with data from another
I created a field for Opportunity Value and did our import, then realizing their is mandatory amount value. Is there a way to take all the custom deal values I have and move them to amount?
zoho unable to print
I have done a search through zoho tasks and i have gone to press the print button but nothing is happening - why could this be?
Upgrading
Hi, We have a new sales agent and we would like her to be able to automate the email sending to leads. is it possible to upgrade only one user to Enterprise?
Wich CRM version is required to register products and send quotes?
I try one version and I was quoting, but it expire, So I need to upgrade and pay that one today to send quotes to my clients. to which version should I upgrade?
Missing Plug-in
Hi - each time I try to copy my signature into my profile it says "missing plug in" and it will not show our logo in the signature. Can you please let me know how to solve this? Thank you Barbara
Show Sales Order in Potential sidebar
Hi, is there a way to show the related Sales Orders in the right Sidebar under Quick Links? The attached contacts and tasks are there but not the linked Sales Orders. Thanks!
Inventory item NOT marked 'taxable' but still contributes to taxable subtotal on invoice
Hi - I've unchecked the 'taxable' box for an inventory shipping item which is not taxable, however, it is always added to the taxable amount. This did not used to occur, only when recent inventory changes were made to Zoho. Any way to fix this? Thanks! Neal
Account Business Cards
I love the business card feature in the Contacts/Leads sections because it helps me visualize the people I contact. Could you please do the same thing for Accounts. Instead of having someone's photo in the business card, you could put in the customer's corporate logo. Even if you were just able to make available a custom field for images, it would help connect the account and their branding. Ron Jamieson HIRE GRAY MATTER
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