Why am I seeing Closed or Lost to Competition?
I'm trying to view and understand what my active and potential sales leads are, and even when we convert to "Closed" or "Lost to Competition" they are still showing up in the All Potentials view - how do I fix this? Thanks, Scott
Email Integration with CRM
Is there a workaround we can use (wither with Outlook or Zoho Mail) to assign emails to contacts in Zoho CRM?
Zoho CRM Mixed Editions
Is it possible to integrate mixed editions of Zoho CRM just by one time configuration, no more importing of data or regular manual intervention? For example, in a company some users are limited to modules that are found in the free edition while others should have all the modules present in their Zoho CRM.
Social Tab
I cannot find the "social" tab on my account? Where is it?
Completed calls still show up in Open Tasks list.
We track our phone calls as they come in or as we call our customers. After the calls are completed they continue to show in the Open Tasks list indefinitely. What is the proper way to remove calls from the Open Task list? Thank you.
Request from external sales rep
Today we are receiving information through emails from our external sales reps. to prepare pricing proposal. We return a PDF with all the product and pricing information. What could be the best way to manage this in Zoho without having to buy additional licences for all my external reps (50). Is it through the case management system or quote maybe.
import problem
hello together, I imported our complete client and contact list from excel (we worked with another CRM). at first I imported the client data then I imported the contacts because I can't do it in one step. the problem is that we have up to 10 clients with the same name. and now the second import of the contacts of the clients goes wrong because the contacts didn't match correctly. I found in one client all the contacts from the other clients. now my question: is there any possibility to match them
Looking at all my files.
How do I look at every single one of my accounts and leads by searching. Can I search somewhere to see only those pertaining to me?
Change name of Closing date Field
I am in the financial services business and would like to change the field "Closing date" to be "Loan Approved". This is a more accurate description for our process seeing as our loans don't close until construction is complete. Our main focus is tracking loan approvals, and I don't want our loan officers to be confused in trying to figure out the closing date.
CRM Web Integration
What can be done to allow other modules of Zoho CRM like Potentials, in Web Integration? The idea is to be able to enter as much information through the website without signing in to Zoho CRM. The website includes other non-Zoho functionalities.
Viewing all customers with active projects
We are using Zoho CRM & Projects. Is it possible to make a view that shows me all customers that have an ongoing project? If so how, if not pls add this function it's essential to follow up on active customers... thanks! Karel Smeets Mediatastisch.nl
Product category is broken
I've made my own product categories and placed my products across all of them but they do not show up in any report or dashboard. ZCRM puts all of the products in 1 unnamed categorie and doenst register the others..
Are emails going through?
I have sent a number of individual emails to leads from within Zoho CRM. Each email uses my email address. There are a few emails that I believe are wrong but went ahead and sent anyway and never received a notice that they are wrong like you would get if you emailed from your email program. I then did completely wrong email from my domain to confirm they are not coming back. My question then is how do I know if any of these emails actually made it to the lead? Shawn
Create a status history
Hello I explain you what I want to do, it's really important for my compagny : Each lead have a "lead status" in a module lead, such as -Interested lead -Waiting lead -Closed lead When I modify the lead status, I need to record somewhere this change, into a module that I will create for example. In this new module, it would display like this : 12/11/2013 | Closed lead | 'Compangy' 03/12/2013 | Waiting lead | 'Compagny' 10/12/2013 | Interested lead | 'Compagny' It will allow me to check out status
How to auto create "event" when a custom "Task Status" and "Scheduled Date" is met.
The paper on how to create a custom functions in creator is not as easy as the paper work says. I need to create a custom function to work when a "custom task status" is met to automate a create "event" function based on a custom "scheduled date" field. This needs to be seen in the calendar for or dispatch and scheduling needs. This function alone will allow us to see the benefit in paying yearly for our enterprise edition to this software otherwise we do not see the benefit of custom functions
Can a web-to-lead form be split into separate pages?
I am currently building a Lead Generation form which requires more input fields than can be comfortably displayed on one page. Is it possible to have a 'next' page or panel segmentation within the form? I am using Joomla 3.2 Many thanks
Exporting zCRM Audit Log creates a .do file extension instead of a .csv.
Anyone else having this happen? ...why did we change the CSV? Can I get a CSV file again...when I do a rename and change the file extension to .csv it just doesn't come out as good as before. Don't fix it if its not broken. Thanks, Jayson
Leads limit reached
Free edition provides 1000 records, however I have only 150 leads in my account , still I get the message : Sorry,you have reached the maximum limit in your current edition Can you please let me know why Thanks
Inputing a phone number into the contact field
I'm looking to move forward with a subscription but I have been running into a lot of issues. The one that frustates me the most is an error appearing as I'm not inputting my contacts phone number in correctly. I've tried taking out the dashes, adding the dashes, whatever can get it to save. I've just been my contacts phone numbers in the description. Any help?
Calendar appointments
How do I book appointments that don't fall on the default half-hour? I've tried editing the time in the drop-down box but it will only accept half-hour start or finish.
New Modules Seriously Limited
Please let me know if any of the following items have been updated yet? 1 - New modules doesn't associate available contacts with account if you attach an account to a record in the module 2 - If you create a new module and add a record and create associated tasks...and clone the record..the tasks don't get cloned...serious drawback to modules. Thanks in advance! cori
Suggestion
Would love if when you go to a page whether it is account, potential, contact, cases, etc that you had an image to help you easily identify what section you are in, e..g building for account, person for a contact page etc. Sometimes the account and potential can be very similar to look at as well as the layouts being similar across all screens. An image at the top would immediately identify where you are without having to look at the main bar. Even better if you set your own! Cheers Marc
Lead import errors
I'm getting error trying to import .xls and .csv "Cannot be more then 200 rows". So I chopped the load in half, the first w/ 199 loaded fine. The second creates error "Cannot be more than 22 rows". Could use a little help figuring out why the number of rows appears to be so random. Thanks in Adance
Selecting a delivery address
Hi there, I sell physical products- architectural materials. A contractor (eg. John Smith at ABC Contractors) will contact me and place an order, and ask me to deliver the product to the factory he uses (eg; Joe Bloggs Factory). In this sort of situation, how do I specify the delivery address in the Sales Order (or in the Quotation).? At the moment, I have to copy and paste and enter the details manually. Is there a way to add a contact look-up field, which will fill in the contact's name, the company
Importing Leads
When I go into import my leads i am asked to map my leads but it only offers me column 1.... Before it offered me several columns but now i cannot import them because i cant map the tabs please help
Working with Quotes, Invoices, Products and Price Books.
Hi, We have recently started using Zoho CRM for our quoting and invoicing. This has meant setting up all of our products and prices. I have found this to be a workable solution for the most part, in particular being able to use custom fields and being able to completely format the invoice/quote which is issued via html is fantastic. I do have a couple of suggestions/requests for your future development considerations: In the product section of invoices and quotes. It would be great if, like
Add Title to Contact overview
I cannot find the settings where I can modify the layout for the Contact overview. The default Contact Overview shows name, company, contact owner, email, phone, mobile, department. I want to add the field Title to this overview. I know you can click on Show Details, but Title is one of the more important details from a Contact, so I want to see it in the overview. (trying to minimize the # of clicks :-) I cannot locate in settings where I can modify this.
How do I update all my leads at once
Hey, I need to update a field of all my leads at once. Currently it only lets me update the maximum of 50 leads I can see on a page. I need all of them. Let me know, thanks.
Android Zoho CRM do not update Desktop Zoho Crm
I am havind a problem with the sync (update) with my Android Zoho CRM to Desktop version. This morning I was prospecting clients outside off the office and create 5 Leads in my Android Phone. Its been 5 hours and its not updated in the desktop version. The leads are in the mobile zoho crm, but not at desktop one. Thanks Léo Barbieri
Zoho for work flow management of follow up calls?
How does one add a follow up call for a lead/contact in say, 7 weeks from today at 9:33am to last 5 minutes. How does one get that event (follow up call) to roll over in the case that the traveling sales person isn't making calls until 8 weeks out? This seems like a basic function of any CRM and I'm missing it with Zoho. Thanks!
Events today don't show
It's 6:50am in the UK and I have my personal settings on "England, United Kingdom", but the Events Today window doesn't show any of the four events I have listed as today at 9am. What's gone wrong?
Formula fields DO NOT WORK!
I'm in my free evaluation stage and I'm experiencing some serious glitches. I needed to calculated expected revenue in another way (even though I know I can't do forecasting on it). So first, I created a custom % field called "Confidence to Build". Then, I created a new custom formula field "TBG Expected Revenue" which I arrive at using the formula: TBG Expected Revenue = ${Potentials.Expected Revenue}*${Potentials.Confidence to Build (%)} So, let's say a $1M Potential with a confidence of 50%
Client (lead) Emails table in client (lead) view
A small usability request. The table in the client (lead) view that shows which emails have been sent to or received from the client. Why can't it show all emails to/from that client by default? Whenever any of our customer service team look at a client record they want to see all the relevant emails. But ... each time we have to use the drop down filter to see the different lists of emails sent from each user. If you have 10 customer service agents that means you have to search 10 filtered lists
Inormation not the same between devices
Hi i'm new to Zoho Have set up Zoho CRM on my work pc and laptop and android. they are all log in into the same account. the problem is that when I update information in one area ie work pc it does NOT update in laptop and android. even after logging out of all devices and restarting them and relogging into the different devices. Please Help
information is different on different computers
Hi please Help new with Zoho. have set up on my work pc and my laptop and android. when I log in to my account on all three machines the information (not Layout) is different on all three machines. it seems as like they are not getting the info from the same place or they are not updating. Need all info to be the same
How to modify all leads a at once?
Hi, I know how to modify all leads on a certain page but how do I modify every lead on every page once at once?
How to create category of leads within an organization
Hello, I am in the process of importing contacts into the Zoho system. I was hoping to find a way to organize my contacts by organization. That is some organization have 3-5 contacts and I occasionally would want to send those contacts an email at once. Is there an easy way to "group" contacts into buckets of sorts that belong to the same organization? Thanks so much!
Cannot add a note to a contact?
Hi there I am unable to add any more notes to contacts. I am on a free version. What can I do to sort this out? Many thanks Eileen
Can I add my own report categories?
Apart from Lead reports, Opportunity reports, etc. can I add my own report categories?
What is error code 4820 and why response with this error code has content-type text/html?
Hello, We noticed a new error code that ZohoCRM API returns some times: 4820. None of the documentation explains this code. The whole response is: {"response":{"error":{"message":"API call cannot be completed as you have exceeded the Rate limit","code":"4820"},"uri":"/crm/private/json/Contacts/downloadFile"}} and its headers say that content type is "content-type"=>"text/html;charset=UTF-8", which makes it impossible to handle it correctly since it is clearly a JSON, not a html. So, 1. what this
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