Ability to make deals and activities private w/o making accounts private
Why is it not possible to make deals/activities private in Zoho? I do in fact understand that in many sales jobs this would be unnecessary and making the account private would be sufficient. However...... In commercial real estate our two offices need to be on a public system. All of our data needs to be accessible by all brokers. In commercial real estate our goal as a company is to have every single account in our market (Seattle) added into Zoho and attached to a building (custom module). We need
Lead Automation
Hi - are we able to automate the following scenario: Leads imported and automatic "prospecting" email template sent Status automatically changed to "Attempted to Contact" 1 week later if still a lead and contact remains "Attempted to Contact" (in other words they didn't respond), then send them a follow-up email and change status to "Second Attempt" 2 Weeks later, if still a lead and contact remains "Second Attempt" email another template and change status to "Final Attempt Made" if status remains
Counting calls and tasks per day
I want to be able to see/track/ report calls (and Tasks) made per day. I don't see a date option for calls in the Activities view, and I don't see how to add that to a custom view. I ended up using Tasks instead of Calls. Did I overlook something? I have the free version.
Lock Lead/Contact/Potential while editing records
I have seen this idea mentioned for creator and think it need to be in CRM aswel. "If someone is editing infomation in a record have a lock symbol on views and record, (lead/contact/potential) to symbolise record is locked and editable while locked"
outlook
hi i have a problem I zoho I'm coming in, but a link in Outlook with the same password can not be established. what can be wrong?
Showing actual quoted ccy
We work with several currencies apart from our base currency 1) The reports show the base ccy instead of the quoted ccy for both potential and quote amounts. Is there a way to change this to the actual quoted ccy or add a converted field. 2 Is it possible to change the default ccy to USD instead of the base currency. Not of our transactions are in dollars. 3) Looking back it would have been helpful if I could change the base ccy to USD. thanks Steve
outlook
hi i have a problem I zoho I'm coming in, but a link in Outlook with the same password can not be established. what can be wrong?
Dynamic criteria for report
Is it possible to create dynamic criteria for a report so that it will filter in real time. Example I need to allow my users to be able to filter a report by potential name or account name so that they can see all relevant potentials for a given client when on a call. I would like to give a criteria with a wild-code which would ask the user to input the value thanks Steve
How to update a field in one module when a field in another module is modified
I have two fields in two modules that are the same. I would like to be able to automatically update the parent fields from the child fields but have not been able to create the correct workflow rule or deluge script to do this. Parent form - INITIAL EVAL Fields - Plan (txt) and Restrictions (multiselect) Child form - Events Fields - Plan (txt) and Restrictions (multiselect) I want the fields in the parent form to automatically update when ever the child fields are updated. I
Safe to delete description area
When I try to delete the Description section in "Edit Page Layout" I get this warning: Warning: This section is supplied by Zoho CRM and it is translated for International users. Deleting this can cause invalid data error. Are you sure to continue deleting?I do not have any international users or characters in my system. Will I have problems if I delete this? Taylor S. Client Service Manager
Duplicate listings in reports
Hello, I was hoping someone may be able to help me with my reports duplicating entries. For example; 1 proposal with a value of $5,000 gets listed 2 times (or more, instead of just once) and thus is added up in the report to a value of $10,000 ($5,000 x number of duplications). This is incorrect. I only want it listed once. When I modify the stage of a proposal (for example from "quote" to "proposal won") it creates a history of this change. It appears that the report is duplicating the same single
Offline Use for Contact Info. while NO Internet connections in Rural/ Romote Areas.
Is there a Download for software to be used on Laptop when Offline Use of Contact Info. while NO Internet connections in Rural/ Romote Areas? Need software on my laptop so I can view the contact info. and the notes of contacts in Zoho, and so I can ADD and update my contact notes of clients while OFFLINE too! Help please....
Printing Potentials
Hi Is it possible to narrow down the print pages as it prints off 3 pages that contains not very much info, can i pick and choose which sections upon a potential that i dont want it to print off?
Populate product field based on vendor
Hi, In our lead entry form we have a lookup field for a vendor. We also want to populate another field (lookup or picklist) based on the value of this vendor, drawing down from the products module where the vendor name is matching. Is this possible? Thanks, David
Can I link contacts to one another (i.e. referral, colleagues, etc.)?
I want to have the ability to create relationships between contacts. If I have a particular contact that is a decision maker and sits in another state and they have me go to their local office for work, I want to be able to show there are two contacts that are linked for the one account. This would also be used in a scenario if one lead refers another to us, I want to show that relationship as well. Any ideas on how to do this?
sales order code
Hi, is it possible to retrieve the default code for the sales order model? Thank you
Map Dependency Fields usability, editing single fields in View mode
Hello Zoho CRM The map dependency fields is a great feature. But as it breaks single editing of fields mapped in the view of a Lead or Contact we abandoned mapping until usability has improved. One of the fields involved was 'Lead Status' where its more important to quickly edit/save then have it mapped to 'Rating'. Thanks, CH
Analyzing potentials pipeline - is it possible to create a report stating how many potentials drop off/are lost after which stage?
Hi, I want to check how many potentials turn into lost after each stage. I want to calculate the probabilities of winning a deal for each stage. How can I obtain such data? Example of what I'd like to see: - proposal - 40% are lost after this stage - negotiation - 20% are lost after this stage etc. Thanks, Bogdan
Copying fields from once lead to another
**HELP!** Is there any way to quickly copy and paste information between leads in the same company? Essentially all data in these 2 leads are the same, except name and phone number So for example I have 2 leads Lead 1 Name: Jan Lundskov Company: Sorgenfrigade 4 Phone: 44 55 67 42 Current Fee: 40.000 Our fee: 30.000 Yearly saving: 10.000 Water: 75.165 Electricity: 11.931 Insurance: 36.527 Lead 2 Name: Simon Strange Company: Sorgenfrigade 4 Phone: 31 10 00 56 Current Fee: Our fee: Yearly saving:
Send automatic emails
When a lead is created or perhaps a potential is created alongwith an account that includes an email address is it possible to create some sort of automatic rule for an introduction email and brochure pdf to be sent to the contact's email address, if so, how do I do this?
Industry Field Limit - Accounts Module - We paid for our Migration and this field is not right.
Hi, Is there a limit to how many entries you have in industry field in accounts module. I have pulled out a report for these and viewed a couple and tried to change the existing one to another one that should be there, it is there in the excel report but is not there in pick list field? We also have some variations of one industry that are not there at all in the pick list? By the way we paid for our data to be migrated, i wondered if they had set up half of it incorrectly and why some of it does
Pipeline by Stage, Sum of Amount does not display correctly Home page
Hi I have inserted our quotes into potentials but this has a number of digits AFTER the decimal point. so it has 6 digits BEFORE the decimal and 10 digits AFTER the decimal. how can i correct this?
Create account groups with different custom fields in each group
Is there any way to group Accounts in Zoho CRM with different fields in every group? For example Group1 has 10 accounts with 10 fields each one and Group2 has 7 accounts with 5 fields each one.
Contracts with multiple accounts
I work for a small business that does work with the federal government. On many of our contracts, we have a subcontract who works with us. I'd like to be able to link a contract to more than one account, but haven't found a way to be able to do this. The primary account would be the client (e.g., FBI), but would like to set up a secondary account for the subcontractor. Is there a way to do this that I just haven't figured out yet? Dawn Rice Director of Operations The Ravens Group, Inc.
Sales by lead source report not showing last year's data
Hi, When I pull the Sales by Lead Source report, it's pulling this year's data only. I changed the dates of the Potential Closing Date, but that didn't make a difference. How do I include data before this year? Thank you.
import leads list xls
Hi, I imported a list from a xls file. Went the process. It says it successfully uploaded 300 leads. When I go to see the leads I have I don't see any there that I uploaded. Am I missing something? Jon
Call activity
On the lead record there is a section for open and closed activity. If I record a call it shows up with date fields etc. The results noted in the call do not show up here. Is it possible to edit this so that they do? After all the results are the most important feature of the call.
Error on 'Add Email' of Zoho CRM Email Plug-in, where are logs?
I get an non-verbose error on a sent email, see attachment. The only to recipient doesn't exist in CRM, by the settings of Zoho CRM Email Plug-in it should create a Lead. Where would I find logs on my desktop, to maybe understand the reason for it. Thank you for support. CH
Dashboard Sharing
How can I share the dashboard by e-mail
Tracking Emails Sent to Contacts/Leads
I have bought the Send Mail plugin and would like to know if there is a 'Mail-Open' track feature similar to the features in Zoho Campaigns?
Can i show a field multiple times in a form in different sections?
I would like to include in my Lead form the same custom field to show in multiple places. Can this be done?
Zoho Not Syncing with Google mail
My Zoho CRM has not synced with my gmail since 30th April. How can this be resolved? It was working for a week or two before.
how to display fields specific to customer type (vs showing all fields for all customers) for leads, potentials, etc.
I have different customer types. And I need to collect/add different information depending on the type of customer. Is there a way to display in leads and/or potentials only the fields applicable to those types of customers. i would like to make it easier for my staff to enter information, and if they only see the required fields for each of type of customer, that would be easier. i already have separate sections for the info, but it's still too much to look at. if specifics help, i need to collect
We are haveing problem with sending email out of zoho with AOL email accounts
Yahoo and AOL changed their policies regarding how certain types of emails can be sent through software and systems as opposed to sending from a personal email account.
Issues Syncing with Google Apps
Hi, I am having trouble syncing Zoho CRM and Google Apps. 1. I have installed the Zoho Google App on my account and it is now viewable under "Marketplace Apps" on my Admin Console. 2. I cannot find the Google App under "Setup > Apps & Add-ons > Google Apps" on my Zoho page to proceed with installation. 3. It seems to me like your instructions for syncing with google apps are out of date: https://www.zoho.com/crm/help/google-apps/activate-zohocrm-for-google-apps.html https://www.zoho.com/crm/help/google-apps/synchronize-google-contacts.html
Folder management within the Documents area
I am wondering if I am missing something. Within the CRM Documents if I create a folder (A) and a second folder (B), but now decide that B should be a sub-folder of A, I can't see how to move folders. Additionally, I can't seem to move documents across top level folders, I can move them anywhere within the the top level folder, but not outside of it to another folder. This seems like such a basic function that I am hoping I am just missing how to do that. Additionally, once a file is attached to
"Please enter a valid Website" with international sites?
We conduct business with multiple czech based organizations and learned zoho CRM doesn't allow .cz TLD's to the website field. Wondering if other international or newly reduced TLD's are not supported?
Dashboard Personalised to Current User e.g. Opportunity Stats, Lead Stats etc
Hi All, Forgive me if this a simple task - I cannot for the life of me understand how to do this..! Our company hierarchy is: Director --> Sales Manager --> Account Manager. I want the Account Manager to go to "Dashboards" and see their own pipeline by stage, pipeline by customer, lead stats etc. Currently, when they go into the "Opportunity" Dashboard, they see "Pipeline by Stage" - but this shows all pipeline for all users, not just their own stats. Anybody have any suggestions? Thank you in advance
CRM email defaults to outlook. How do I change to google?
I want to use the in-app email link but it is defaulted to outlook. How do I change it to open my email in google? thanks M
Recommendations on Email Marketing Compatible with Zoho?
Just looking for any providers who have worked well within other company sales organizations. Thanks
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