Salesmen's activity every day
I am wondering if someone can help me keep an eye on every piece of activity that is altered or entered into Zoho each day for each salesman I have. Then I am wondering if I can set up a schedule to email me that report each morning to look at the previous days work that was completed. Can someone please help me with this. Thanks, Jason
Is there a list of "mandatory fields"?
I am trying to import Leads, Contacts in CRM and it seems to be disregarding quite a few (171 on one list) because it doesn't contain information in the "mandatory fields". I see there is a red asterisk by "required fields" but I have the required fields mapped. Therefore I am uncertain what it is asking.
Sort Contacts when in Mass email module
Sort Contacts when in Mass email module
Importing From Excel
I have imported around 2000 accounts into Zoho. I'm trying to import an additional 1000 but for whatever reason I keep on getting the following message "File should not contain more than 126 rows." . The reason that i signed up was to test out the CRM to see if it will be useful for me. Does anyone ahve any suggestions on how to continue to add accounts. Take Care,
Task Descrption Formatting
Hello, Does anyone know how to keep tasks description formatting instead of bunching everything together. I would like the description formatting( paragraph grouping (1) ) to apply to to the description in the second view (2) Any help is appreciated
Notes updates for Accounts and Contacts using Google Browser
I seem to be having a problem when trying to enter a new note for a Contact or Account where the note doesn't appear to save. This problem seems to be associated with my Google Browser (my default browser). When I go into IE8 the problem does not exist. It also show that although it appears that I am not saving the note in Google it is actually being saved as I have multiple entries with the same note.
Email tracking on tablet version?
Hi, I can't see if this has been asked before, apologies if it has. I use Zoho CRM on my laptop (Windows) and the tablet version t.zoho.com on my iPad. On the laptop version all my outgoing emails are tracked in the relevant contact's records. But that doesn't seem to be the case when I view that same contact on the tablet version. Am I missing something, or is this simply a feature that doesn't exist on the tablet version? Thanks David
Zoho Outlook app syncing issues
I'm having a lot of difficulty to get contacts and emails to sync properly. It seems that any external contacts/emails sync easily, but anything from within the company will not sync at all. This is a huge problem and is greatly discouraging me from recommending this CRM for company use.
Eroneous information in new potential
I have a report which looks at which promotions have been purchased. I search and filter on a custom field named “Promotion Purchased” which has a pick list. The search criteria is “Promotion Purchased Cannot be Empty.” The problem I am having is if a “Promotion Purchased” is in an Account’s record any potential created for that account is showing up in the report even though the potential does not have anything entered in the “Promotion Purchased” field.
Validate fields on modules in zoho crm
Validation can be done on Standard Modules in zoho crm ? Is that possible ? If so, how?
Recent Activities
How can I set up a "recent activities" component on my home page? I would like to see which leads / accounts etc. that I recently viewed &/or altered.
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
How do we link Zoho to our own webmail?
Hi there - we are Zoho Novices so this may be a simple thing... We are now sending emails out via ZOHO directly to contacts etc however the emails do not show in sent items... How do we link the two?
task priority by color
Hi all ... In Zoho CRM on the homepage you've got several components. One of them is the "open tasks" component. I was thinking, is it possible to use some color labels, backgrounds, ... to identify the several priority levels. Like red for "urgent" tasks, green for low priority tasks, ... . It would be great if you could choose a color when configuring the several priorities for tasks. Just my 2 cents :) Cheers, Johan.
How to Identify which accounts have more than one contact
Hi Is there a report or a view that i can create that will identify which accounts have more than one contact, as i need to select a tick box i created to highlight who is the MAIN CONTACT. Thanks
Engagement Management tool or app
I am a consultant (career and leadership coach) that sells B2B and B2B services. Following completing the Zoho CRM sales process application, does Zoho have or could develop a simple add-on project/engagement management tool that would help drive and document the one-on-one consultative process, simpler than the Zoho the project management tool does which appears to be far more involved or complicated than I require. Rex
Simple Engagement / Project Managment
I am a leadership and career coach. Okay, so I have used Zoho CRM to sell my service and I now want to set up an integrated way to manage my consultative process. Now post sale, what (other than Zoho Project Management tool or solution) can I use that integrates with Zoho CRM. The Zoho Project Management tool seems far to detailed and complicated for my needs. Rex
How do I add a campaign?
How do I add a campaign in ZohoCRM? I'm using the free version and I do not see the option to add a campaign that I see in so many of the training videos I've been watching. Are campaigns not available in the free version? Thanks in advance for any help you all can provide
When I close a potential will the documentation be saved to the contact? How do I do this...
Thanks
Where i can change my invoice information?
My monthly invoice has the wrong information of my company. where i can edit it?
Zoho CRM on IPAD
I use CRM on the Ipad but none of the Notes synchronise from the server to the Ipad any ideas? Notes from the Ipad go back to the server without problems,
Duplicated Items in Reports
I created a custom report in Zoho CRM for Potentials, but it duplicates the same potential line with the information 2, 3 or 4 times. I tried to reload the report but the problem is still happening.
More than 50 rows in a table
Hi I am displaying a report of my sales to date in my dashboard via a table. However, the table only displays 50 rows which isn't giving me all the sales. Is there a way to change this so I can display all my sales in the table in dashboard as well as in the reports area Thanks Daryl
for free?
Is de aplication realy free or is it only for 30 days? and what should i pay then?
task reminder emails
Hi all, I'm not always receiving the above. Is there a glitch with this?
Purchase orders
Is there a way to link the purchase orders between Zoho CRM and Zoho Books?
Zoho Theme Colors
Hi Zoho Guru's, We are migrating from Goldmine to Zoho. So far like the web interface. The biggest issue is that the current theme contrast puts a lot of strain on the user eyes. Is there a way to change the colors and make the field areas more contrasting so that its easily distinguished from data and other headings. Any help will be highly appreciated. Cheers Tim
Beef up ZOHO CRM Tasks and Events Modules. ZOHO CRM Should Be MY One Stop Shop For Keeping Organized!
I think it is time for Tasks & Events to be upgraded to include some of the more usual features in apps of this nature. Tasks should have the ability to reschedule a task into annual, quarterly, monthly, weekly , daily schedules AND include multiple reminder prompts as most task apps do. The events and task app should have the ability to show or not show completed tasks and events as a selection option. Tasks should be able to be shown as % completion as in ZOHO Projects and be able to to have sub-tasks.I
Custom fields to prioritize follow-up with Contacts
I need assistance implementing the Last Activity Time or Last Modified Time into custom forms. Everything I've tried is not working. I have ZohoCRM set up to sort my contacts based on Aged Importance. If I don't need to contact the client, they don't show up on my list. If I need to contact them, those who are more Important show up at the top of the list. Less important clients move up the list the longer I delay contacting them. In order for this to work, I need to be able to compare the current
Add to Campaign popup list
When I go to a contact and want to add that contact to a campaign I get a popup that shows the first 10 of all campaigns I've ever worked on, including the ones that are complete or inactive. Is there anyway to have this list default to just my active campaigns, so I don't have to wade through a bunch of campaigns I'm no longer working on?
Overall Slow Connection
Our business doesn't use the email services that Zoho provides. However we do use the CRM quite extensively and recently we've been noticing an extreme slow down in overall connection speeds. Is there any particular cause of this and is this issue being addressed? We feel that it shouldn't take 15-20 seconds of loading time for every click on every link within the CRM. Please advise, Thanks! -MCPS
When I have a potential and you have a contact with the same name...can you merge them into contacts once you close?\
Thanks
Confused As To The Relationship Between Zoho CRM and Zoho Mail
Please forgive me but I am not technical and wish to make sure this seemingly impressive suite of products can do what I need it to before I buy it. 1. I was able to upload my contacts from Google Apps to Zoho Mail and it works really well but I can't seem to find a way to get them from Zoho Mail into Zoho CRM? 2. I can't find a way to send a receive e-mail within Zoho CRM and have it synched with Zoho Mail (and needless to say vice versa)? This appears odd as why bother if the two can't be synched?
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
Any way to prevent a lead from turning into an account when a potential is created for that lead?
Any way to prevent a lead from turning into an account when a potential is created for that lead?
COMPLETE Migration from SugarCRM to ZOHO
Hi, is there any ready solution to problemless migrate the exported data from SugarCRM to ZOHO CRM? For example: calls and activities in general !!!!! Thank you for your answeres in advance!
Customizing a "lead" web form
I've figured out how to seamlessly integrate the web form into my site and it works great. I would like to know if there is a way to customize the look and feel of the page behind the form though. Currently it goes from my site that has a very constant look to an all white page with form boxes. I'd like to be able to code in some html and add colors and so forth. Is this possible? If so can you direct me to where? Thanks!
Web to Lead Form Ownership Assignment Not Working
We have recently implemented a Web To Lead form on our site which is proving popular but the records being created are being assigned the user name of the user who created the form despite the form being setup to assign ownership to a different user. Why is this happening and how do we correct it?
Emails within Zoho CRM don't reach inboxes within my organization
Hello, I am exasperated at trying to get this issue resolved. I noticed that when I create an event and then add and send an email in Zoho CRM the email goes to all external email addresses (Yahoo, Gmail, hotmail, etc.) However, no one in my internal company network (including me) is receiving these emails. I have contacted Zoho CRM support through email and chat, we have white listed the two IP addresses given and the zohocrm.com domain still no difference, I even added the include:zohocrm.com
Labels for Phone Numbers?
In general, it seems as though you don't provide any way to have multiple phone numbers other that "Phone" & "Mobile" for a contact. I am just getting started with Zoho, so would like to know if there is a way to add additional phone numbers? Also, is there any way to attach a note to a phone number?
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