How to make certain CEO accounts private, while sharing others?
I am the CEO of a small technology business and need to keep some of my sales accounts and associated contacts, activities, and events private, while sharing other accounts with with my subordinates. I thought there might be a simple check box within the accounts form to do this, similar to the "share emails" check box that is within the contacts form, but there is no such box. I also thought of making my accounts, contacts, and activities private, and then assigning any shared accounts to my subordinates.
Administrator import leads to hole team
How can standard team member see leads.
Trial Version
Hi, I am hoping someone can help. Right now I have installed the trial version, as I understand after 15 days it will go back to the free version. If I create something while in trial what happens to those documents. This includes settings and modules. Thanks in advance for any answer. Stevan
Emails not updating in Zoho CRM
Hi, I have "Zoho Mail Add-on" in Zoho CRM but NO emails appear from Zoho Mail in Zoho CRM. What's going on? It use to work fine but when my subscription renewed it doesn't. Can anyone help?
Leads, Contacts, Accounts, Potentials, ARE YOU KIDDING ME??
All I want to do in Zoho, which was simple 10 years ago, is to have a Company (ABC Corp) and then scroll down and see all of the employees. Why is that concept so challenging. Why has Zoho decided we have to compartmentalize every entity into Potentils, Companies, Leads, Contacts. It drives me nuts. And to do this is nearly impossible. You have to first change a lead to an account then associate Contacts with said lead.. I am going nuts Helpless In San Diego
I Just Want To Change a Field Name
OK, I got my spreadsht imported, but I want to change some of the predefined names that ZOHO gave me that don't quite fit the actual info that got imported into some of the fields. For example: The info that I imported was about Churches with >1000 members. I have a column from my original spreadsheet called "Size". I imported that into the predefined field called "Number of Employees", thinking that once I imported everything it would be a snap to fix issues like that. I've hunted YouTube
web form not redirecting.
Using a web form, but it is not redirecting to the landing page. After clicking submit, the form goes blank, but stays on the page. Have tried several times with the landing page URL, still same result. Data gets to zoho. Using google sites. Thanks
Capture Emails in Cases
I can capture my emails in the Contacts area but not in Cases. I need them in Cases. Is there a way to do this?
Problems to export my quotes
With the new version of pdf engine I have problems - I Have on my template header ad footer on each page; now I have problems to format on new version - I work on mac 10.10.2 Pasquale
Add Account Owner field on Potential views.
Hi, Can you add the Account Owner field to any of the Potential views ? I do not see that field available to select when editing or creating any view. Many times the Potential Owner and the Account Owner are different people, and we want to be able to search and sort Potentials based on the Account Owner. Any help would be greatly appreciated. Thanks, Chris B.
problem with 3 new account
Hi all. we've created 3 new account (Ruzanna,Gohar and Gina) but when they log in in the Zoho CRM they don't see anything, all pages are empty, they can't see all the documents,accounts,contacts that we have inside. How can we solve this issue? Thank you
MAP CUSTOM FIELDS TO JOTFORM
Hello, I need to map my custom fields to a JotForm application. I've made a few mistakes and deleted and remade custom fields. Even though I've deleted the fields with mistakes, I can not use the same field name. This is messing up the integration with the fields in JotForm. Is there a way to clear all custom fields completely so I can start over? Thanks, Michelle
I can not downgrade my account to a free edition
Can you please downgrade my account to a free edition. - Abel Macias Admin
Linking % with opportunity stage
Hello, I cannot link the %age with the opportunity stage anymore. How can this bi solved? Regards
Hebrew interface
Hello I would like to start with soho crm. Can I get hebrew interface and ability to enter commands named etc In Hebrew for free version??
CRM integration with SMS service provider
Hello all, I am looking to send out promotional SMS/ text messages to some of my clients via Zoho CRM by using the web hooks feature. Has anyone successfully integrated Zoho CRM with a text-message / SMS service provider? If yes, please share any feedback, tips and advises. Any help and advise is appreciated. Kind regards, Bo Thygesen
Associate Notes into Section
Hi, I would like to know if there is a way that we can associate or integrate Notes into the specific module?
Custom Module
How can i associate my Custom Module to other modules (e.g Leads, Accounts, Contacts, etc) Thanks!
Templates
I am in the set up area and have created templates. How do I use them when emailing clients? I have created multiple templates and can access them but can not figure out how to utilize them
Form Web to Contact
Hi Is it possible that a web contact form created from ZOHO CRM update existing contacts instead of creating a new contact? Thanks Juan
Report won't let me generate a graph....
I want want to generate a report showing the distribution of where our leads come from... but when I create a report it does not give me the option to create a graph or chart.
How to keep only emails from/to Zoho Contacts. Google Apps user
Hi, We use Google Apps and some users have more than 20GB on their mailboxes. With Zoho Mail Addon enabled, Zoho, via Pop3, gets all emails from Gmail. Since we have only 5GB in Zoho Mail, and, for now, we don't want to upgrade the account, is it possible to keep only mails that belong to Zoho Contacts? Sometimes more than 90% of a user mailbox don't have anything to do with CRM. I tried to use filters, without success. thank you, Joao
Web form not sending the email
This just stopped working for me. Neither the email to the lead owner or the email to the lead are being sent out. Tried generating the code again and putting it out there but didn't work. Help!
lead emails and attachments in potentials
i am attaching documents and emails to a lead. when i convert it to a potential the emails and attachments do not show up. they show up in contact but not in potential where i need them. any ideas?
How to create a matrix using Associate Consulting and Services?
I have a singular situation. I create a net of independent Salesmen that have contact with a lot of companies offering products and services of my clients. I looking for create an matrix or one kind register where I can see which products and services and which clients of mine they are offering.
Custom Fields
Do you need a paid subscription to be able to add custom fields to the modules?
Duplicates
Hi, I can´t find the option Merge duplicates in the More Actions Menu. I have the highest level of access in the system. Is there a central issue causing this? Joachim
Imprting Data Quick Question
Hi All, I'm new here. I've been using the free version of Zoho CRM for the last few weeks and have got sign off to customise it further so have signed up to the standard version, but when I import from my CSV file the custom fields I have created are not being populated with data despite being mapped to the correct fields in the CSV. It is only the custom fields, everything else is importing fine. Any ideas why? Has anyone else had this issue? Cheers :-)
Can't find a "Convert" for Leads.... what have I done wrong?
In the Leads view, neither on the overview nor on the detailled, there does not seem to be a "Convert" option. Could I somehow have disabled it?
Potentials won't stick to accounts
Hi, When I create new accounts and add a potential to them, the potentials won't show up on the accounts. But if I go to the "Potentials" page I have no problems seeing them. BR
Zoho is EXTREMELY Slowwwwwwwwwwwwwwwwwwwwwww
i have been trying to add details for the past hour and its slow again, just says loading. cleared cache in browser and C-Cleaner rebooted computer Definitely Zoho problem
How can I identify IP address connection on Zoho CRM ?
hi , How can get Ip connection to Zoho CRM in order to monitor suspicious log in ? Regards,
Also Create For: for Fields that already exist
We are wanting to change a function of the field "Lead Source", which I believe was a standard option (not custom that we created ourselves), which came with our ZOHO account. Since there was no way for us to click the "also create for: accounts" button when making the field, is there any way to change that now so that we see the "Lead Source" in Leads as well as Accounts?
Can't De-activiate account to join the companies account!!!
I signed up as a free user to see the CRM system prior to the company buying the program. Now, I can't de-activate my account to accept the invitation to join the company account.
How to setup scheduled report?
I am following the instructions for setting up a report and they are outdated here: https://www.zoho.com/crm/help/reports/schedule-reports.html It says use the reports tab which is no longer being used. I am in the Dashboards tab but I do not see any options to setup scheduled reports. I need to send a scheduled report based on lead status each Monday AM.
Customizing a product for each account
We have 50 standard products/services but we need to capture specific information about that product or service configuration for each account. For example, we provide hosted FirstClass software for 100 customers, and we have to record on which of 10 servers we installed that customer. I created a custom field (pick list) on the Product for Server Number, but when I update it for one customer, it changes for all customers using that product. How do I capture the unique configurations so tech support
Can't schedule a new event
I am using the free version of Zoho CRM. When I go into a contact and try to schedule a new event, I see a message "Loading" but nothing happens beyond that. I have re started the browser and the machine....no change. I can schedule calls and tasks, but not events. Is this not available in the free version? Any ideas.
Sort Order not working on second page
We have 200+ potentials in the database. When we look at the all potentials view and sort by stage the items on the first page are sorted correctly. When we go to the second page of the view, the items seem to be resorted in some random manner. How do we keep this from happening on the 2nd and subsequent pages?
Inbound emails into crm
I wonder if anyone can help. We are messaging customers from within the crm and would like to know if there is a way that we can receive replies within the crm so that all communication trails are within the crm for all our sales people to see? The issue we have is that when one person emails a customer from within crm, and then receives a reply to their regular mailbox, there is no way for another sales person to see what the customer has replied without communicating with the other sales person.
Task Time
I am testing Zoho CRM and I have contacted a lead who has advised me to call them back at a specific date and time. How can I create a task for a specific time of the day? Thanks for your assistance, Lee
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