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
is it possible to see sales orders in zoho crm mobile?
is it possible to see sales orders in zoho crm mobile?
Lead information not reflecting in zoho
All the web forms i had assigned to one user when a user submits forms in website the data have to be reflected in zoho BUt i am not able to see any information in zoho leads what i have to do now
Mass update is broken
This is nasty bug. I have damaged 100 accounts in my DB doing mass update. Steps to reproduce under my account: 1. Go to Accounts, select Account Tools > Mass Update Accounts 2. Build search criteria 'Industry is Stevedore' and click Search 3. Select all rows, click Mass Update button 4. Select Industry, select Stevedore, click Save (so we don't really change anything in the database) 5. See the list of the _IRRELEVANT_ accounts starting from Unithai account which _doesn't_ satisfy the search criteria
Templates
I have changed my template around for our vendors in Purchase Orders and now the email is showing as: Email: ${Vendor.Email} and not their actually address as it did before i messed it up. What do i need to put in templates to show our vendors email addresses!! HELP!
Helpdesk tab on Zoho CRm?
I already integrated the Helpdesk support with the Zoho CRM but when I am on the CRM page I dont see a TAB saying Helpdesk or Support? For instance, I integrated the Zoho Project feature and it automatically placed a tab in the navbar, when I click on it i stay within the CRM. I would like to do the same thing with the support feature of helpdesk, how can i do this?
Can ZOHO CRM Support a Card Scanner - Which Make and Model ?
Can ZOHO CRM Support a Card Scanner - Which Make and Model ? Ross Miller
Appending Information Data
Hello. I am having a hard time trying to find a solution for appending data. when I upload my leads who are real estate agents I sometimes get duplicate leads but in fact they are not duplicate.They are the same real estate agent who has several listings or sold properties with different address and MLS number. I want to be able to track those properties and MLS number associated with each real estate agent. What would be the best solutions to this since there is no append option? Thank You for
Sharing My Dashboard with my Orginization
I have built some custom reports for my dashboard only to find out my organization can't see all of the data in the report. It only shows their data based on their log-in and I need them to see the entire teams data regardless of log-in. How do I do this? Thank you
Multi-pick from Product List
I created a custom field in the Lead form for Product and it is linked to our Product list in Zoho so when we click on the field to fill it in for a lead, it pulls up our Product list. However, once I click on one product, it automatically populates the field with that product without allowing me to select additional products. (Our leads and customers are often interested in multiple products.) Is there a way to keep the field linked to our Zoho Product list and make it multi-pick?
Cuestom Field
Hi is possible create a limit a numeric field? For example age limit to 50 years And when a user or completing a field that does not allow you to enter an age over 50 years? I have version enterprion. Thanks and regard.
how i can make my crm users not see the admin updates in the notification ?!
i got super user in the CRM, i dont want my sales team to see my updates in the notifications !! how can i do it ?!
Integrating zoho CRM with quotewerks
I would like to know how to integrate zoho CRM with quotewerks. Is there a step by step way? or can someone point me in the right direction? this is the mail I received, but I need a bit more info in applying it :) I do have a Token Thank you for contacting Zoho. My name is Sai Venkat and I am a Pre-Sales Engineer for Zoho. You can either use QuoteWorks integrated with Zoho CRM, using API. You can integrate any third party application or any websites, with Zoho CRM using Zoho's Authentication tokens.
Zoho CRM Documents
So there is this cool feature (tab) in zoho crm called documents. Its fine for regular docs but if you upload a video you cannot watch without downloading....this becomes a huge time issue, waiting for download and is not very efficient for people say on a smart device. Please advise.
imap problems
I already configure imap and my webmail already notify me about the integration but why it is not appearing on my zoho, the emails is not there, i try to send using gmail to verify if the message will appear but no message
Product with different price
Hi, In Product module, can we define different category of pricing? For example: Product A - Setup fee : $100 (one-off) - Monthly fee : $1,000/monthly - Annual fee : $200/year Thanks, Kenneth.
Cannot connect to http://www.zoho.com/crm in Mexico City
I have been unable to connect to http://www.zoho.com/crm in Mexico City. All other HTTPS connections work. Have spent hours on the phone with ISP/Wi Fi provider in Hotel. NEED A SOLUTION URGENTLY AS I WILL BE HERE FOR ANOTHER WEEK!
Do not want pipeline to show graphs- want actual leads sorted by status.
I am trying to have my pipeline on the homepage sort by status, but I do not want a chart. How do I get it to show my actual leads, sorted by status?
Lead View Isn't Matching Lead Layout
Hi there! We are a bit baffled ... we made some updates to our Layouts (Lead, Account & Contact) by adding pre-determined Zoho fields to the layout (secondary email, rating, etc). The changes to the Account & Contact Layouts went through great -- but the Lead Layout isn't showing the changes. When in the "Setup" and "Layout Customization" section to edit the Lead Layout the fields are showing. But when viewing a Lead or Adding a New Lead the layout isn't updated. Thoughts? Thanks for your help!!!
Opportunities not saving correctly.
Over the past two days some of our opportunities have not been saving correctly. The Probability(%) will not populate and it will not appear on the Accounts quick actions. This is not happening on very opportunity and there doesn't seem to be any rhyme or reason why some work and some to not. Is any one else experiencing this?
Address info lacks Second Address Line
Hello, I am very new to CRM app. I am sorry if my question is not par with the level required for this forum. Everywhere the Address Information lacks a second address line. The address info only have Street, City, State and Zip Code fields. Lets assume that we have an address like: Street: Anystreet 2nd Address line: Suite 123 City: Anycity State: Anystate Zipcode: 01234 As it is I cannot enter "Suite 123". I created a new
Can't select a Lead (only contact) when adding a call in Activity
Hi, I have created an activity (chase Mr X on Project Y). Mr X is a Lead. When I go into Activity -> Leads/Contacts -> Click on Activity -> Add call I fill out the form but there is a dropdown for Lead or Contact, whichever I choose selects my list of contacts and NOT leads. Any ideas please. Thanks Richard
Opportunities not saving correctly
For the past couple of days when we save an updated opportunity it will not populate the Probability (%) and it will not be in the Accounts quick actions. This is not happening for all accounts and opportunities. There is not any rhyme or reason it will not save correctly. Has anyone else experience this?
Question on Importing Leads: Lead Ownership
When I import a list of leads to a campaign from an excel spreadsheet, the lead ownership is assigned to me for every lead. The spreadsheet contains a column called "Lead Ownership" and is mapped appropriately when I do the import. All of names in the column are valid user names. I import the file as "Import Organization Leads". What am I missing?
Enhancements in Customization of Fields and Links
Customization of some special fields has gotten easier with a set of new enhancements in the user interface. Link customization has also become easier with an new modification in setting permissions. The details of the enhancements are as follows: Field Customization The UI for Stage-Probability mapping, Customize Tax Rates, Customize Contact Roles and Customize Campaign Member Status has been modified for ease of use. Previously, these appeared as separate pages. Now they are designed to open as
Export Data Instructions
I am reviewing this product for the publisher of our magazine and cannot find instructions either in the manual or website for how to later export one's data once it has been imported and subsequently compiled. I checked the forum as well and there seems to be no good answers listed to this question -- maybe they were answered privately. It seems like a basic task that one would want to know before using your software and forgive me if the link is someplace obvious I just didn't think about. Please
Auto-Email
Hi there, I'm new to ZOHO and would like to know if there is way an AUTO-MAIL can be generated and sent to customers periodically/occasionally e.g. Birthday Wishes, Expiration of Subscriptions and the likes??? Any help will be highly appreciated, thanks.
Leads and Contacts - Email Chain
I've sent a few emails back and forth within the EMAIL section of the CRM to my CONTACTS/LEADS, yet they never seem to appear in the actual stream of that CONTACT/LEAD, only unless you use the Quick Actions. Why is that, and why doesn't it pull from my emails that I've been in touch with them, or vice versa? I just get the [No Records Found] box
Company file to Lead file
I know that you can convert a lead to a company file, but is there any way to convert a company file into a lead file?
List all Potentials/Opportunities with NO activities
I'm trying to create a report that shows me all the Opportunities that do NOT have any Open Activities so I can ensure nothing is missed. Anyone done this?
Exporting leads
What is the procedure for exporting leads into Excel?
CRM MAIL FOUND IN JUNK MAIL
My mail sent through CRM ends up in my clients JUNK/SPAMK, why?
contact form submission error
my contact form (webform from web integration) will not submit when filled out, displaying a dialogue box saying "first name required" even though the first name field is filled out.
Contact Form Error
My Contact form (web integration created web form) is embedded on my site and when filled out and submitted presents a dialogue box saying that "First name required" even though the first name is filled. Please help!
Tracking potentials in calendar?
Hi, is it possibile to track (visual) all potentials on calendar? What is issue? We have online advertising space (more than one) and we would like to track how potentials are related to our advertising space (what is booked already and what is free). Brefore ZOHO / today we are using calendar but it`s double work. Is eny option beside calendar? Should be use Caimpaign to track orders from customers? Hope you understand ... our workflow is: Salles -> Order -> Starting online campaign (banner of
Activities: Lost link to modify
In every kind of Account, Customer, Vendor, etc. is missing the Activity Modify link. And if i click on the activity the system response that the activity is deleted....
New user account
Hi, I just created a new user account, everything looks fine, however when the user meryacevedo click the link she receive the message to contact your CRM administrator for Zoho CRM access. Thanks for looking into this.
Problen with my first name ${User.First Name} Marrero Scholz
If you see above the template that i generate don't take my first name. He only take my last name. WHY?
Me dice que no tengo permisos para covertir un lead en oportunudad
Mis credenciales son como CEO y Adminstrador . De la ultima vez que transforme lead , aparecieron campos personalizados que tengo como obligatorios en Oportunidad , no se si eo puede estar influyendo
When Converting A Lead, Can Not Create New Opportunity
When Converting A Lead, Can Not Create A New Opportunity Required opportunity fields are part of the process and a formula field called Total is part of in the conversion ? Please advise
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