Email customers by Product usage
We have a number of (software) Products and we add these to each customer account as they buy to keep the record accurate. Sometimes we have offers or upgrades and so we want to be able to create a list of customers who have a particular product and then mail them. But Product is not in the criteria list for Campaigns or mass emails, it appears, so how do we do this?
Funnel or Pipeline from lead to sale
I want to be able to track my pipeline or funnel with a conversion rate from Lead to a closed sale (including the different stages of the contact or potential). I can't find a way to group leads and contacts (or potentials) so that I can visualize a report with this pipeline. It seems I have to have a report for leads and a separate one for contacts. Is there anyway to consolidate a funnel or report throughout the whole sales cycle? Basically I would like to see: Leads Potential Stage 1
WEB Form - Field list
I am creating a custom web form, I don't want to have "first name" as a field, but doesn't let me delete it...? Tks!
Syntax for subtracting hours from a datetime field
I'd like to build a formula that populates a Date/Time 4 hours earlier than a Date Time Field. Example: Door Time: August 25, 2014, 6pm Custom Formula (Load In Time) = August 25, 2014, 2pm Thanks!
Zoho CRM has become bery slow even freezing the browser window while calling up menu functions
Very bad when trying to customize a report that almost certainly freezes the window. We are using Chrome and Firefox in most recent versions and both seems to have the same result. Other online apps such as GMail are not affected so Internet is not the issue. Can you please review and help this out. This issue is dragging on for weeks and exhausting us by the day. Many thanks! .silvio
Is there a particular directory to install the adaptor?
Before I go further, I have installed Asterisk and works ok. I have edited the files etc ready to copy to a directory on the Asterisk machine. My question before I do this is, does the zoho folder need to be in a specific dir on the asterisk machine i.e. /etc/asterisk/ or can it reside anywhere on the asterisk machine?
Identifying Existing Account from a New CSV list
I typically work with small lists that I copy and paste account name into search to see if it exists already in our ZOHO crm before I choose which ones to mass import. My problem now is that I just received a large list of prospects. Is there a way to have crm do a mass search to let me know which companies already exist in our CRM? Should I break it into group of say 100 to import and choose "skip" when importing? If I choose "skip" option when importing, will crm provide me with a list of which
Potential Amount Field Driven by Quote Total(s)
Is it possible to have the Potential Amount Field driven by the total amount (of all products less discounts) associated with a Quote? Any help would be greatly appreciated...
Export in other than iso 8859 1
Hi Zoho team, Please kindly build an option where we can choose what kind of export we want for our Leads/Accounts. iso 8859 1 is a very old charset. If you could use UTF-8 (UTF-16) it would save us all alot. We have to move our data between our ERP and sometimes in the description of the lead there is a comma found and messes up all our customer tables. With best regards Tomi
Looking for Nice Chat Interaction with Zoho CRM integration
Hello Pleas etell about nice chat interactions which you integrated into Zoho CRM. Focus flat design, simple, simple, but with intelligent session based redisplay of dialogue. Thanks for ideas... ...beside https://www.zoho.com/livedesk/help/integration-with-zoho-crm.html
Managing email blast campaigns
I am planning on sending out a mass email using a template in CRM. How do I track the mass email performance stats, e.g., received, opened, unsubscribed...etc? Do I need to associate/integrate the mass email with a campaign? Thanks, Dave
delete records with invalid id
When I try to delete records with an invalid ID the response does not say that the id is invalid - it acts as if the records is deleted. Is this going to be changed?
Custom fields in all modules
I have used CRM for a while in the UK and have created a very useful database, however I created some custom address fields in the Accounts module, namely Address 1, Address 2, Town and Post Code. The Americanisation of the standard address fields within Zoho CRM are not suitable for the UK, that is why these fields were created, and the original data was imported with the correct fields, as I want them. I want to display these fields in the Contacts and invoice modules, in fact any module where
Google Drive Upload Conversion Issue
I've been attaching my vendor's (tutors) schedules, so that my colleagues and I can access their availability when we search for their name. The first time I uploaded one via Google drive, the file opened as a Google drive file & I was able to make updates that saved automatically. Since then, all the subsequent updates have changed the file format to open in either Zoho docs (where I can make changes, but can't save) or it opens as an MS office file (where I have to open another 3rd party software
Improved Notes / Collaboration / Notification System
We are currently trialling Zoho and are quite impressed with how feature rich it is. We're not entirely sure about the user interface design in a lot of places and would like to see some improvements if possible but we think we may be committing to a subscription soon regardless. We use Teamwork.com for our Project Management which is very, very slick and intuitive and we think that you should take a look at how slick some of the features are on this platform for some inspiration. We are slightly
ZoHo Reports data problems
All of a sudden, about 4 weeks ago, our ZoHo CRM "Events" report begin showing multiple erroneous "events". Any ideas how to fix?
Can you access custom modules from the api?
I want to create a custom module and be able to use the apis for it. Is this possible?
Connecting events/tasks/notes in one central location
I also am a new user, and can't figure out how to connect an event with a contact. The event was created first and we have now added the new contact. We seem to have issues with connecting notes/tasks in one area (account, contact) with the main account.
Change the columns order in search results
I would like to ask you if there is any way to change the order of columns in Search matching Contacts. I would like to have Full Name first and then the other fields.
Potentials appearing more than once in custom reports
Hi, I created some custom reports to look at potentials by stage, and project owner. However in the report, some of the potentials appear twice, or even three times. Has anyone else encountered this? Thanks,
Where has CRM gone
My Colleague has signed into ZOHO today and CRM does not appear only Live Desk....please explain why this has happened. Her name is Jame Withey.
Real-time support?
Is there no real-time support for Zoho CRM? Is there someplace to go to do an online chat iwth a tech rep? tg
Customizing layout for Notes in Global Search
When having a general search I would like to have showing the date Note was created. I looked for this option but could not find it. Could you please inform how to do it? This is very helpful when looking for a note in a certain date. Thanks and Best Regards Cesar Fracalanza
New User / Basic Question
I apologize for this question in advance, as it will sound pretty dumb to most, but I'm new to using a CRM and am having difficulty understanding all the "slots" where items should be placed. If I sell thru a distributor, and my distributor reps are bringing me opportunities at accounts (companies), who is the lead? Is it the distributor rep or the contact at the account? How do I categorize this type of structure? My distributor reps bring me many "leads" at new accounts and new opportunities
Invitations
I created a meeting invite in CRM and then sync'd the meeting invite with Outlook before sending it out to the 4 participants. Each participant responded but I am now getting repeated notifications from one of the participants (at least 20) that he has accepted. How can I stop these notifications from coming through?
Outlook Plugin should sync all contacts and not only the ones I own
Is this possible somehow?
No Apps and Addons under setup
Following the steps to download the MS Outlook Plug In it says Setup > Apps & Add-ons > Other Apps > Plug-in for Microsoft Outlook . I cannot find anything that says Apps & Add-ons on the setup page so the process stops there. Where is this section?
Calculated Display Field
Hi, Many times we need a filed e.g. Age Today, where we would like to see the some calculated value (formula based) which will be reflecting without the record being edited. Currently, only option we have is to create a calculated field that will updates only if the record is updated. Kazi Hassan Consultant, OscilloSoft Pty Limited
SPF validation
Received this message from a customer, any help appreciated "the SPF validation failure… more and more companies are treating SPF failures as spam"
Ability to change status of a Lead contact to Account contact
Hi, I am wondering if there is a way to transfer a prospect lead to a new account. I.e. I want to avoid adding the information of a particular lead all over again under the Accounts tab. Is this possible? If so, what is the best way to do this? Cheers
How to identify Zoho CRM contacts that have not had an activity in the last 6 months
I am using Zoho CRM Professional Edition and am trying to find a way for the system to help me identify which contacts I should proactively contact as I have not had a recent interaction with them. I have tried to create a report showing contacts who's last activity (i.e. call/event) is greater than x months ago (i.e. 6 months) but can't workout how to specify this criteria. I appreciate any help/tips. Regards, Zoe
Is it possible to use the same or sync notes from leads, potentials and clients in zoho crm?
We have an issue which our call center´s attendents can´t find their notes easely. To fix it I want to show always the same "note pad".
Account data migration
Hi; I'm in the process of migrating CRM data from our previous CRM to Zoho CRM. I'm currently trying to migrate Account information. I manage to get the Account records created, with correct info and correct dates, however there are two things not working as expected: Account Owner Id: It always is set as the Adminitrator Id, regardless of the Account Owner Id that is specified in the CSV migration file. I've tried with the User IDs provided by Zoho when I do an export, as well as with the User Names,
Obtaining Zoho Sheet View in Reports
After pulling a report, is it possible to edit using Zoho sheet view? This will enable users to easily update contacts that fit into a specific criteria. Thanks
Facebook Integration Problems
I am currently working in the free version of ZOHO with limited staff in order to work out any customizations before purchasing an upgrade. I was able to integrate ZOHO with a facebook user account. And then realized that I want zoho to be attached to our company director's facebook account. I followed the instructions and removed the app from the facebook account. However, I am now no longer able to reconnect to another facebook account. A window comes up with a list of names and empty silhouettes.
Webform to LEADS Module - NEED Assistance
I am a volunteer for a non-profit dog rescue (www.puppypawsrescue.org) that saves puppies and dogs from high kill shelters in the southern United States. The organization is small and built completely through volunteers. The organization is 1 1/2 years old and has saved several hundred dogs over that time period. Beyond fostering some of the dogs, I have been working to help the organization in streamlining their adoption application process. I started with building an online adoption application
Emails produced by ZOHO CRM
Hi, When I send an email from ZOHO CRM, the recipient sees my first name, surname and my email address. I don't want my user name associated with the emails sent, I would like it to list my companies name, not my name. I have had to change my user name to the companies name to get around this so far. There must be a better way! Thanks Patrick
More button and reordering menu is annoying
I have room to show about 20 modules on my menu bar, yet only 7 show up with a More... button. I would rather see as many modules as possible without clicking the More button. Also, I find it infuriating that the order of menu items constantly changes based on frequency of use. Why not let us just reorder it in a way that works for us - I'm constantly hunting to find the module I want to use. Many times I've stared at the More menu for several seconds only to realize the module I am looking for is
failed to insert a sales order. Error message was: Number of products for the record has exceeded the limit (error 4489)
Hello, As an integrator, we are synchronizing products and sales orders between an e-commerce site (PrestaShop) and a ZohoCRM account. We encountered a "Number of products for the record has exceeded the limit " error (ZohoCRM API code for the error is 4489) when attempting to insert a sales order which had 177 products. what is the actual maximum number of products that a sales order can embed? is there a way of removing this limit? Or to make it a little bit higher, please? Thank you for your understanding,
Is it possible to re-order the fields in teh Quick Add Dialog boxes?
I love the quick add feature. I find it helps me work much more efficeintly. However, the order of the fields in the Quick Add Contact dialog box does not flow logically (in my eyes). Here is a screen grab of what I get: To me it would make more sense to have the fields in the following order: First Name Last Name Account Name Phone E-Mail Mailing Street Mailing City Mailing State Postal Code Owner At the least I think that the name fields should be grouped together and the address fields should
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