• Subscription Question

  Just to make sure I understand this: I just deactivated one of my users (Zoho CRM).  The Users & Permssions page shows 13 active users. The manage subscriptions (Subscription Details) shown 14 users + 1 mobile user.  If I select Reduce subscription, I get a dropdown that let's me choose a number from 1 to 13. To eliminate 1 subscription, I should select 1?  Or do I select 13, for the number of subscriptions I want to keep? Thanks much.

• CRM email format

  When I type an email under a lead, it looks fine.  When I open that sent email, the message is in multiple font sizes making the message look unprofessional.  What is wrong?

• See itemized product list in Zoho Books from Zoho CRM

  Hi all...I use Zoho CRM and Zoho Books.....when I change a potential to "closed won" I see that the system creates an invoice in both the CRM as well as Books.  But, when I go in to Books, only the total is created, not an itemized list.  furthermore, the "total" in Zoho Books, as far as the definition of the product goes, is the "description" field of the potential. Clients should know what they are being charged for in an itemized way, but I do not see how to do that in the auto-generated Books

• Problem with the save and create follow-up task

  Hi, When I click on the save and create follow-up task button in a call edit, the page freezes and no new task is created. In IE, I have a message :  Unable to process your request Click here to go back.

• Limit CRM Access by User?

  Is there any way to limit access to full CRM database by user.  I would want each user to view only the customers/contacts for which THEY are respnsible. Thanks! Mel Cooper mel@melcooper.com

• How can I import custom fields from another CRM (zoho account registered on another domain)?

  I have created multiple custom fields (~50 fields) with dependencies and mapping from my Zoho account (account A). I want to import all the data, and also custom fields, to my other account (account B). What is the right way to do that? And if it is not supported yet what is the work around to get the task done?

• Can I customize the format of a report in Zoho CRM?

  I've created a number of reports without problems. But Zoho allocates way too much space on a row for some of the fields. For example, expected FTEs is never more than 3 digits, but if I export the report to a PDF Zoho leaves enough room for the entire population of the world. Est. Program Value has enough room to the left of the actual value for about 50 digits. Date fields are wide enough to fit three dates in each column. This is a ridiculous waste of space. I've attached part of a dummy report

• IPad & launching writer

  Hi, I'd like to use Zoho CRM on my iPad when I'm out and about. I use it through Safari to get the same functionality as on my PC but I use the mail merge option regularly from Potentials to generate my client documents and Zoho Writer doesn't launch for me on the iPad. Is there a setting I need to change somewhere to get this to happen? Cheers, Helen

• Client anniversary - Gmail sync

  Hi! We, in my country, have a Name Day. And I need to sync  contacts with Gmail, because, this is only way to set reminders both for birthdays and name days Tried to make contacts anniversary date field  but in Gmail, data format is not the same as in CRM. Is there a way to fix this? I am using paid ZOHO CRM

• Better search functionality

  Hi guys, ZoHo CRM works well for us. What really disturbs my workflow however is the poor search functionality.  It seems that you cannot filter on 'relevancy' of search results, nor does it control for spelling errors. For our business this is extra difficult, since our customers and target audience are in the same field and thus have similar names.  IMO, an excellent search functionality is critical to any CRM these days. I do not need extra features; I need superb core functionality.  Im wondering

• Query user 'role' or 'profile' from deluge script

  Greetings, I'd like to search for a users' role as set by the "Users and Permissions" feature.  I understand that this is different from a Contacts (zoho.crm.getRecordById) query.  I need it to look up the manager or area that the user works in.

• CRM Invoice Numbers

  Hi The auto generated invoice number within CRM is too long. Can this be changed?

• Report showing leads that don't have a current open activity attached

  Is it possible to create a report that will show leads that do not have a current open activity attached? In other words, we're holding our sales staff accountable for leads so they don't go "stale." Having a report that would show a list of leads that don't have something scheduled to do in the future would help identify stale leads.

• Leads in custom views are mixed together (out of the blue for no reason) !!!

  I had Three different lists of leads thousands of names and contact information all sorted correctly and when I arrived to work this morning all of them were mixed for together for seemingly no reason at all. I did not do anything to change there location. Why would this happen? When I attempted to move them back to the proper location most of them were lost completely. why would this happen?  I have read on the forum list that this has happend to others too. Is there some kind of update that Zoho

• Can I import data to CRM field?

  I have a form in my application into which I am wanting to import data from a CSV.  The form contains a CRM field.  I have tried importing using the Lead_ID from CRM as the value for this field, however this does not work.  I have tried importing using the Lead_Name from CRM as the value for this field, however this does not work either.  Can anybody tell me what value can I use on import to link to the correct record in CRM? Cheers, Bianca. 

• Copy Quotes

  How  can  I   copy   quotes ?   Can   you   have   a   model   with   the   products   to   be   used  repeatedly ?

• Automatic e-mails to accounts

  Hi, I am trying to automate the merchants information process. I would like to be able to set up the system to send out e-mail-templates to specific contacts, based on their accounts.

• Survey and CRM leads - how do they connect?

  Zoho - I want to create a survey that will have 2 purposes. 1.) Gather important feedback 2.) Gather contact information about the person who took the survey - example: First Name, Last Name, phone, email, etc... If I am using a Zoho product, I would expect that your products work together (that's the whole point of using one provider). So please tell me how I can gather their contact information, which will create a NEW LEAD in my CRM and show me a link within the CRM to their responses? Please

• Move Modules Under Quick Actions

  I have been using Zoho CRM for some time now and as much as i like the updated UI i still feel there are improvements to be made as i seem to do a lot of scrolling to see other modules under database fields. Zoho did made some improvements in the latest UI by adding "Quick Actions" on the right side of the page for "Add Call, Send Email, ETC" however i would like to see them add other modules like "Open Activities, Closed Activities, Stage, Attachments, ETC"  I have taken some time to show how this

• zoho CRM - WebHooks when importing

  Hi, Is there a way to fire a webhook when I import data by xls or csv? Waiting for answer.

• Error creating cases in Zoho Mobile CRM

  When creating a case using the Zoho CRM mobile application, it will not allow you to save a new case with a blank email address. It says that email address is required. However, I confirmed that in the web version a new case can be created normally without an email address, and I also confirmed that this field is not required in the Cases Layout setup section.

• Denied access for different roles to each other clients/leads/contacts etc

  hello How to block any view/tasks/companies for different users I have clients for 2 managers they have the same role type I assigned companies/leads to each of them But when they try to see All Tasks or all leads they can see all company clients I would like to grant access only for owners of the lead/contact/company/task

• CRM Docs. How two bring them back?

  Dear friends! We've used one very important file in crm docs, but then reduced crm status to the Basic again. For now we have no access to the file. How we can download it again and use offline?

• How to retrieve product details from Quotes

  I m intergrating it with asp.NET I would like to retrieve which product name is bought by which Potential Name I can see in Qoutes but how to do it

• Unable to delete/edit fields after selecting YES, DELETE NOW

  I follow the instructions to delete a custom field, I click YES, DELETE NOW, the operation proceeds, but the field is still there.   Also, not albe to create new fields, keeping getting the message: " You cannot create this field. You can create only a maximum of 60 String fields/module (which includes Text, Pick List, Multiselect Pick List, Email, Phone, Text Area, URL, and Auto Number fields). For more details, refer here."   BEYOND FRUSTRATED >>>>>> WASTED A WHOLE DAY TRYING TO FIGURE THIS OUT,

• Leads, Potentials and accounts...how do they fit together?

  I have just started using ZOHO CRM and before I implement it for the whole sales force I want to make sure I set up the process properly. Mquestion is as follows: what is the relationship between LEADS, POTENTIAL and ACCOUNTS. When I add a lead, and then send them a price proposal for a new project it becomeas a 'potential', correct? When I convert the potential project, does it become an account? Do I register cases/notes/meetings after I have converted the project/client under the 'potential' (closed

• Sending Multiple Events

  We have a contractor we sent 5 events to a week - is it possible to send all 5 in the one email?

• Ongoing Project Management Module

   Wondering if anyone has a recommendation on how to best customize our Zoho CRM to have ongoing projects, associated with each account set up in our CRM.  We are a marketing firm with clients that have ongoing services for SEO, Social and PPC ads. I would like to find a way to associate these services as an ongoing project, with the ability to share status updates, progress and focus to the relative account.  

• CRM- unable to manage users for the last 20 hours or so

  Greetings, Since about this time yesterday, the page for "Manage Users" in Zoho CRM starts to load and stays on "Please Wait..." with the loading bars flashing. I've tried IE, Firefox and Chrome, and then I logged into a PC in another city and tried there.  Still the same result. Will this functionality be back this weekend? Thanks! Greg

• Contact form not rending correctly in IE9 & Helpful Tip

  Hello, I am having difficultly making the contact form render correctly in IE9. Here is a screenshot of how the forms looks in Firefox, Chrome and Safari: And here in IE9: Any tips on how to correct this? Additionally, the tip that I added to the email option shows as text, where as when I preview the form within Zoho, it shows as a question mark icon with roll over text. Any tips on how to implement this change as well? Thanks!

• CRM Web Form

  Hello, I am trying to create a new form and update an old form but when I click on the existing form or click on create new form, the screen turns dark gray and I am unable to complete any actions. Please see the screen shot attached. Any help is very much appreciated! Thank you!

• Bug: Lightbox pop-ups in Firefox, options are covered and not usable

  When selecting certain options that triggers a lightbox pop-up (e.g. when attempting to deactivate a CRM user in Users & Permissions) the pop-up appears behind the gray interface. This results in it being unable to click on or interact with in any ways. This problem seems to be pretty consistent across lightboxes in Firefox, but works in e.g. Chrome.

• CRM Invoicing from a mobile device

  Is it possible to create or modify invoices on the Zoho CRM iPhone or iPad apps? I am not interested in subscribing to Zoho invoice as the invoicing option included in Zoho CRM is sufficient for our needs. We are considering switching to Zoho CRM and being able to invoice on mobile devices is a requirement for us.

• Is it possible to schedule data exports from Zoho CRM

  Hi there,  I'm interested in setting up scheduled exports of data from specific modules in CRM, namely Contacts, Accounts and Potentials. I can manually export all of the data I need, but I'd like to be able to automate the process to occur on say, a daily/weekly basis. Is there any way to make this happen?  One thought I had was to create a Report containing all of the data I require and setting up a scheduler, but fields such as Account ID, Contact ID etc. are not included in reports, and I need

• Zoho CRM - Importing previously exported Tasks

  Hi, I've just exported my Tasks from Zoho CRM. This gave me a nice CSV file with correct columns and data. I didn't modify it in any way. Now I want to import these tasks into Zoho CRM. Everything seems to be ok except one thing - after import there is no Task Owner assigned. I've tried (in the import process) to set field for Task Owner to almost any (reasonable) column from CSV with no success. I thought that the column should be set to that with zcrm_6..some_digits... How can I import previously

• Professional version could not make a web form

  Hello i have Professional version account but I ve got message that on free account it is impossible to add more than 1 web form for website integration.

• Sinchronizing Budgets and Products with CRM

  I have som budgets and products created in CRM.  Can I sinchronize CRM and Invoice, or do I have to export/import it manually? Tks

• What is the difference between a Sync and a Fetch?

  When syncing a mailing list from Zoho CRM, it has a "Initiate" button, which would seem to initiate a sync. However, the sync does not occur immediately, and instead there is a "Next Fetch Time", which is later today. What is the difference between "Sync" and "Fetch"? Which one affects the daily/monthly "Sync Limits"? If Fetch is what actually brings the new contact data across into Campaigns, is there a way to tell it to fetch immediately, rather than wait until the "Next Fetch Time"?

• Email kicked notification

  Can you please please notify us when we send an email to a bad email address and it is rejected. Having to send through outlook to check validation negates the purpose to Zoho mail and templates. This is a basic feature that is missing. Even if it bounced back to outlook, I could add it via the plug in.

• Printing Activities

  Recently the notes relating to a potential or contact have started to show up on the print preview of a activity. Resulting in pages and pages of notes printed out when all is needed is a print related to a single activity. This did not happen before.

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