Email/Mail Merge Template Questions
Hi there, We are trying to set up templates for our crm workflow, and we have a couple of questions. 1) Which type of templates should we be using for sending automated workflow emails, Email Templates or Mail Merge Templates? Can you explain the differences, and when each type is best used depending on the scenario? The help guide answers did not provide very clear answers. 2) On the Mail Merge Templates, is there a way to have each template automatically select the correct email address based on
Gmail Integration in CRM via Zoho Mail App -- "No records found"
Hi all, I'm trying to integrate Gmail with Zoho CRM. In the Emails section of the contacts module, it does list the "Emails sent from CRM" alright, but does not list any emails from "ZMail Public Users ". Any clue why this is the case? I have checked both these help pages and followed all the instructions there: https://www.zoho.com/crm/help/zoho-mail/configure-gmail-account.html https://www.zoho.com/crm/help/zoho-mail/send-and-receive-emails.html Thanks for your answers, Jo
Account / Contact Address update
Is there anyway to have the contacts address update when you modify or update the Account address. Currently I have to go through and update every contact under a account to make sure the address is corrected with any updates. Please advise.
Using CRM but want to customise headings
We are a hotel and are using Zoho CRM for our database, and are delighted with it. However, we want to customise our headings i.e. leads - Individuals, Contacts - Tour Operators and also add a number of categories. If we purchase Enterprise on the short term and customise the site, can we then revert to Zoho CRM as normal after a short period.
Microsoft Outlook 2013 plug in is not working
I installed the plug ins but it is not working , always disable so what I can do
Clarification : Tasks
Areas for clarification : Can a Similar task be created for a group of users - other than cloning method Once a task is created with a reminder for say weekly , if the task is closed from the dashboard will the reminder also extinguish , as say this task is a weekly task so a closure of task also deletes the reminders . Regards Vivek
Limit on Free Account
I have entered 2,000 leads. The free version goes up to 5,000. But when I try to enter a new lead it says that I have reached the maximum limit. What am I doing wrong? Rolf
Transfer data from Account record to Contact record
Hello, If I create a new contact linked to an account the "mailing" address for the contact auto-populates from the "billing" address of the account. This makes sense. But, in the part of the world at least, I need an extra line for the address. So I have added custom fields like "Billing Street 2" in accounts and "Mailing Street 2" in contacts. I'm assuming that there isn't a better way to do this. My question is whether there is a way to map these custom fields so, in the case above for example,
How can I move address info from the contact to the account
When I imported all my data from a spread sheet the address data was imported inti the contact and does not appear on the account listing associated with that contact. I have already added a bunch of notes so I would rather not redo the original upload and lose that work.
Using CRM
I have a question, I am about to run a few business models and has anyone tracked in ZOHO the different types of business. Want to keep a good record of the account and email plus the business are different in nature and type of client. Thanks Bev
Recherche de compte/opportunité/contact/etc
Bonjour, Serait-il possible de définir une méthode de recherche qui ne tient pas compte des accents. Ainsi, que je recherche «Stéphanie» ou «Stephanie» mon résultat sera le même. «Stéphanie». De cette façon, on évite les doublons puisque quelqu'un peut ne pas savoir qu'un mot s'écrit avec un accent et reproduire un compte pour la même tâche. Merci. André Langlois andre.langlois@ebpc.ca 418-329-2772
Automatically moving to Closed Activities
Why do events automatically move to "Closed Activities" when the date has passed? The user needs to decide if it has been completed or not. Clients need activities to remain open until they are physically closed. It is impossible to track employees/associates or to see what has really happened on a contact because things just automatically move to closed.
Customization Area
We had some queries and required your assistance to customise : 1. Whenever a task is created , the person who is the owner gets an email , that email subject does not show any client name , so its just a task seen , cant this have clients name as the same is chosen while task is created 2. In activities report , we cannot filter or have a collumn with client owner , it only has activity owner , can this be worked around 3. Want to see closed activites in the client page Customise
Sync GMAIL and ZOHO windows 8
Dear all, Since the last 14th August I can't sync mail g-mail apps with ZOHO CRM. There is someone who can help me. Thank you Lorenzo RIMONDI
Activity reports
Investigating the program, I´ve deleted the activity reports.... Is possible to restore these templates?.
3/4 of my leads didn't get imported
Hello, I am importing a list of about 1400 leads, and over 1000 of them got skipped. How do I tell what needs to be fixed? Thanks!
cannot attach project to account
For the most part this feature works, but we have a few accounts/projects that will not attach. When the save button is clicked nothing happens. A specific account name that will not attach is Chel's Clothes Please let me know what more info you need. Thanks Kim
No Email Icont
Hi, According to your videos, I should be able to see email add email icon/button in setup> apps & add on's> Email but nothing is there.
Import Error Says "Can't Load More Than 1000 Rows"
I'm trying to import a Google Sheets file into CRM using a FREE account. I saved it both as a xlsx, and csv file. I only have maybe 750 rows, yet everytime I try to import either file type it gives me an error msg saying it can't import more than 1000 rows. What's up with that?
Contacts Customization
how i can add more contacts under company name? for example i have two different leads from different departments and i want to put them under one company or one column.
Associate Potentials
Hi I don't get how to link two potentials together. The help topic doesn't talk to me as well. I am running a free licence. Regards To create potentials In the Record Details page, the existing potential details, if any, are displayed. Click Potential Name, Amount, Stage, Probability (%), Closing Date, or Type links to sort the display order of the records. Click the relevant Edit or Del link to modify or delete the potentials respectively. Click the New link. Enter the potential details. Click Save.
Please change default on email template creation
When doing a "leads" email template, the field selection should default to "leads" not "user". It's very easy to put the sender's name in the salutation instead of the recipient's name. Dave
Mobile CRM IPhone issues
I have a very large database. When searching for a Contact on the mobile App, it requires a massive amount of scrolling even when selecting a Letter. By going directly to an Account doesn't help either because you cannot click on a contact in the main Account page to reach that Contact, so back to scrolling, TEDIOUS! Suggestion/Question. When can we expect to get a decent Search function in the mobile App? If there is one then I missed it. Induna
Feature Request: API call for API Usage and Quotas
Feature Request: Add an API method that returns the API Usage Data (# of calls made today and daily limits). Explanation: Non-admin users may employ API calls, but cannot see API Usage Data anywhere. I recently posted another topic regarding the availability of the API Usage data ( https://www.zoho.com/crm/help/api/api-limits.html#API_Usage ), which I now have figured out is only available to a Zoho root (administrator) account. Since other users may be actually employing the API,
I can't add a new contact?
For some reason, I can't add a new contact? It tells me "unable to process your request, click here to go back". Can someone let me know what is wrong? Is it a temporary glitch?
Add custom field in quick window from clients
How can I add my custom field in quick window "potential" from Clients?
Custom field bug
Hello, this formula is wrong, why? I use it in a calculated field with no problem, i add it in an other field in the same module but throw an error... is it a bug? If i select the data type date/time can i use only date? And if wrong condition can i leave the field empty, how? If(Or(Startswith(${Invoices.IVA},'Subito'),Startswith(${Invoices.Prima Scadenza},'30')),Subdate(Adddate(Newdate(Year(${Invoices.Invoice Date}),Month(${Invoices.Invoice Date}),1,00,00,'AM'),2,'MONTH'),1,'DAY'),Newdate(Year(${Invoices.Invoice
Outlook Plugin Disappears Frequently
Hello, I have gone through the past couple of years noticing my Outlook Plugin for Zoho disappears from my toolbar. I have looked in the Outlook Options>Add-Ins section to find it in the "Inactive Application Add-ins" section. I have reactivated the Zoho Plugin, and it stays for a while. Then it randomly disappears again. I have tried the alternative method far too many times of uninstalling and reinstalling the plugin. I am running Windows 7 Ultimate 64-bit with Outlook 2010 version 14.0.7128.5000
Cant figure out how to mass email leads
I've created a campaign and selected all the leads that i wish to email. I also have the template ready to send them. please advise on how to send the email out. I have done this before but the system is SO non intuitive that i can never find it again!!
Where is the Roles section?
Hi I cannot find the link for Roles. We have the professional edition. I'm following the directions on https://www.zoho.com/crm/help/security/create-roles.html#Create_Roles but I don't see "Roles" anywhere on that page. Can you help me? Thanks!
Custom view not showing all Job Cards
Good day. I have found multiple job cards that are not pulling through to a custom view. All parameters are correct and I have made sure that the job card falls within the specific criteria yet it is still not appearing. Please urgently assist as this a causing billing delays.
Ipad app is read only?
I set up on my laptop...then loaded the ipad app... it will only let me view. Is this because I have the free version or I need to change a setting?
potential/amount: only manual changes ?
Hi, while converting leads to an new potenial, i want to prefill /custumise the amount. Can i only chance amount manually? why? thanks for answer Heiko
How do I create professional looking newsletters?
Has anyone else been less than satisfied with how the newsletters/mass e-mails from Zoho CRM look? They don't look as professional as newsletters from other available e-mail/newsletter solutions (Constant Contact, MailChimp, etc.). How have you solved this problem and used your Zoho CRM leads/contacts to create professional looking newsletters?
new fiel dependent by another research field
I would fill my custom field on a module "potentials" with the informations I had written in a field on "invoice" module. I send a screenshot to illustrate better the example. Thanks, Pasquale
Contact Name in quotes is not working
Cannot search for or enter into Contact Name field in quote module. Have also tried removing from layout and adding back in.
Question: How to set up duplicate check on a custom field?
Hello All, I have been working with CRM for some time now and I must admit I have not figured out how to set up a check on a custom field. Our Company uses a Danish service with Market Data to search for "leads" Each Company in denmark has a Unique ID which i would like to be able to search for or create a rule on. Just like the "rule" that you cannot have 2 leads with the same email. What I have done so far is just create the "field" and when i do my import I have inserted the "Unique ID" in that
Right CRM software
Hello friends, Can anybody suggest me a right CRM solution for hotel management ? Do reply.
Lista Tarefas/Atividades, Grid mais completa
Na grid principal das tarefas, acrescentar colunas Contas e Contato. Isso permite a gente selecionar, ver qual o contato a ser feito primeiro. Na forma atual, para saber a que Conta/Contato se refere, precisa ir abrindo tarefas até localizar a desejada. Também, ao abrir tarefa, permitir visualização dos dados de contato (email, telefones...)
Data Storage
I am new to this software and wondering what Data Storage (all modules) means? The first version comes with 5000, second 100,000 and then unlimited. Are there limits to the amount of accounts, leads, contacts, potentials or information/data within those ... across all account platforms from free to enterprise???
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