special characters
what about foreign characters since Spanish names have elevations on them like ñ and other languages have different elevations and when I have them as account name and uploaded the excel sheet, I think they missed these characters and ignored all the relevant data. any way I can get these special characters as account name as I have account name with these characters. Thanks. Regards, Shri
Email when closing a case
Hi. I've set up a web-to-case form and installed it on my website. When I answer and resolve a case and close it, is it possible to have an automated email go back to the creator of the case, the person who sent it to advise them it's closed? I know how to make the email but I don't know how to automate it. Also, what will be the trigger? Do I just enter the date closed? or do I change the status to closed? or do I need to do both? Thanks
Reports
Hi there, we are testing the free version, and I like to know if I can make some reports about the new fields that I created in Contacts. For example, I`ve created the field Zone in Contact, and I want to know how many of my contacts are from this zone. Is this possible? Thanks!
Data sharing with roles and profiles
I am setting up Zoho for my organization. We have two distinct functions within our company and I need to determine how to control who sees what data. We have purchased the Professional edition. I have users who need to be able to access/edit all data (no problem with that). My difficulty lies in setting up roles/profiles for users who need to be able to access/edit only some data (defined by a custom field). The second type of users need to be able to access/edit data owned by users currently in
Getting records from s specific report
Hi, I use the following url to get records belongs to a Report. "https://crm.zoho.com/crm/private/json/Contacts/getCVRecords?authtoken=<AUTH_TOKEN>&scope=crmapi&cvName=<REPORT_NAME>"; It returns all the Contacts not the contacts belongs to a particular Report. It returns result even i pass some invalid report name and not returning any error saying "Invalid report name ....". Am i missing anything here? Should I pass any extra parameter? Thanks, Baskar.S
Email to CRM
Hi, I am just starting to test Zoho CRM. Is there a way to have all emails into e.g. the info@domain account showing up in the CRM? thasnk Oliver
sort of report content fails: see screengrab
Dashes and text should not be intermixed.
auto load task/event status field in criteria
auto load status field in criteria
grouping contacts
Is it possible to group or tag contacts and accounts? For example: I belong to a couple of different networking groups and I often forget which contacts belongs to which networking group; can I tag XXX number of contacts as "networking group A" and then search for those people by "networking group A"? Thanks
list view not showing all records
When I filter my accounts and switch over to list view, only some of the records are in the list view.
Email notification re new lead
I've created a web to lead form which will be integrated with our website. When a lead is submitted via this form I would like a notification email sent to a nominated email address to notify the sales team that a lead has been received through the website. How do I set this up?
Is it possible to delete my Zoho CRM free edition and get added to my employer's CRM using the same email address?
Hi All, I'm trying to deactivate my free edition account. My Employer uses Zoho recruits, people, CRM etc for its services which are all paid Enterprise edition. I have all of my information on this other products except CRM with the email address didi@myemployer.com. Then recently i registered for the free edition on zoho CRM with the same email address 'didi@myemployer.com. The issue now is that its impossible for my employer to add me to the Company's CRM since i already created my prof'ile on
Unable to edit contacts information
Struggling here, the issue I have is that when editing contact details I save but the programme hangs and I have to refresh from the task bar or sign out then sign back in again, this cannot be right, do you have any suggestions. thanks Dave
how many emails I can send per user per account
I can not send more than a 500 mail per day, we are 3 peoples doing this, there is like 170 eachone???
Outlook Plugin feature - Mail sent does not show all attachments
Hello , We observed that all attachments are not shown in the email sent and which appears in Outlook Plugin feature Regards Vivek
ongoing email template administration issues
I am admin of the CRM. My users are creating email templates. A)I want to receive warning/notice that a new template has been created so that I can verify its quality BEFORE it gets sent out! B) I want all templates to have certain fields filled out in a certain way e.g. all reply to are filled out with a specific email C)I want to know email templates are being most used.
CRM Mass Email Problem
In Zoho CRM, in the Contacts mass email page, I select my template and then in the select records tab, I select one of my Monthly email lists (all of which have about 190 contacts). But I am only able to send to the first 100 displayed, I cannot see any more, If I try to push the "next" button to see more records it is just empty. I have verified that all the contacts are there in the Monthly list campaigns. It seems to be a problem with the website, I hope this can be fixed quickly.
google apps integration in zoho crm
I use Google Apps in my company. I am interested in integrating it with Zoho CRM. But which Zoho CRM edition do I need to purchase to use the integration: Zoho CRM Enterprise Edition? Professional Edition? Standard? Free? I have read the page on Google Apps integration: https://www.zoho.com/crm/help/google-integrations.html but it does not specify which Editions it is available in. Also, the editions comparison page https://www.zoho.com/crm/comparison.html does not mention the Google Apps integration.
Selling funds units to investors
We are looking for an easy to use CRM. We represent a number of investment funds and we recruit investors. Its a few to many scenario. Our database of potential customers is 40,000+. Is there someone else doing this with Zoho? Its similar to what financial advisors would use.
Why Zoho?
I'm looking at a few different CRM systems - most specifically, i've nailed it down between the following. 1. Zoho - Obviously lol 2. Salesforce - http://www.salesforce.com 3. EcountErp - http://www.ecounterp.com I've put links to salesforce / ecounterp, so you can look at them. We're looking for a full 360 CRM, that can handle a lot of different elements, such as accounting/invoicing, etc. Can Zoho Help with this? We're really hoping someone on Zoho can help convince us to go with them over others.
Kudos on the New Web Forms + one feature request
Thank-you for adding the great new functionality like Captcha, Hidden Fields, File Upload, the visual editor, background & font options - all things I had to fix in Dreamweaver before now. If I can put in just one request for future enhancements, it would help to be able to select between the current 2 column design of: to a stacked or one column design like this (better for narrower spaces like WP Widgets:: Or even the newest 'label in field' style (which takes up less space): Until then, I'll still
Insufficient privileges
Hi, I am the administrator but I cant access the Layout Tab under Customization. First time this has happened and never had a problem before now.? any ideas?
Idea or request
Is there anyway ZoHo can automatically load my leads directly from the lead provider into my ZoHo leads? There is a competitor of your that has the capabilities to do so. See below: Using your Radius Dropbox Email Address (Dashboard > Your Profile > Below Email Settings) you can import leads automatically from your lead vendors. Here are the steps to start the importation process: 1. Copy your Radius Dropbox Email Address under Your Profile (example - dropbox@123456.accountname.radiusbob.com) 2.
how to send a comment from sales manage to sale rep concerning an account
Hi, Is there a way, as a sale manager, to send my rep a comment about an account they are working on. As an example, I see the rep called an account, I read the notes the rep wrote and I want to provide an idea but I do not want to send it by email. I would like it as part of the account history. Any ideas would be greatly appreciated. Thank you
Custom Formula Field Question
I created a custom field entitled Expiration Date using the below formula (which worked perfectly adding a date that is 30 days after the Create Date): Datepart(Adddate(${Leads.Created Time},30,'DAY')). I would like to have Leads expire within 30 days if the no of employees field is <=200 employees and within 90 days if the no of employees field is >=200 employees. I would appreciate any assistance that you can provide.
QuickBooks - will exported Contact Name associate the correct Customer Name?
Since exporting the Contact Name from ZOHO CRM for Invoices is mandatory and this is mapped to Customer Name -- will QuickBooks recognize the correct Customer Company Name because of the ZOHO Contact name when creating the Invoice? Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
QuickBooks -- exporting Subject Line into multiple Invoices and Quotes
We typically sign one year agreements with customers and send out 12 invoices. We use the same Subject Line for each Invoice for the series of 12. When we start exporting from ZOHO CRM into QuickBooks will we be able to export the same Subject Line multiple times? I am not sure how this functions since QuickBooks uses unique numbers for Estimate Numbers and Invoice Numbers and what I am proposing is using the same Subject Line in multiple transactions into the Estimate Numbers and Invoice Numbers
QuickBooks - Item Numbers that are used in Customer Jobs and directly billed
Today there is no way to create Item numbers that can be exported in QuickBooks that also contain the vendor and customer date for Customer Job Items. When we import the Product from ZOHO CRM into QuickBooks we will need to manually go in and edit each item to make it comply with a Customer Job (that has specific vendor items billed) for each invoice. A slight modification that will not take much time. In the event a Customer uses the same item over multiple invoices when we export each future
Getting all closed Events
Hi, I use the following url to get the list of events belongs to a contact. Which returns both opened and closed events. https://crm.zoho.com/crm/private/xml/Events/getRelatedRecords?parentModule=Contact Is there any way to get the closed events alone. Also, how to get the latest 2 closed events??? Thanks, Baskar.S
Need to know, How Can I Add Some New Fields to CRM ?
Need to can, we will be able add the new fields to the CRM.....As per our requirement? Please guide us Regards, Vikram Kirtani
Export Report & open using Libre spreadsheet?
Hi. I dont have excel in my pc. Is it possible to export report to Excel format and open in Libre spreadsheet? Is there a way to make the report viewable in Libre? I tried exporting to excel but unfortunately it will ask for Excel so I couldnt open it with Libre Thanks!
OUTLOOK Plugin Successful but Updates Not?
I have put in the Outlook Plugin and was able to transfer new contacts back and forth but if I update a contact and do sync again nothing updates. Example for 2 different records I added the phone number in Outlook and an e-mail address is Zoho and when I did sync it came up with no updates. I want to roll this out to my team but until I get this worked out its pointless.
can`t get the right "from" name associated with the mailbox, when sending email directly from contact details...
i am trying to change the "from" name when sending mails from Zoho (post@zoho.com): i have changed the name in the settings in the email module, and this works fine when i compose a mail directly in the email module, but when i send a mail directly from the contact details, i get the wrong name, despite choosing the right sending email - what am i doing wrong?
New be, calender issue
just started using the free software CRM and have an issue with calender, when i add a task it does not appear in the calender, am I doing it wrong or does the free CRM not support this many thanks
New Zoho users
Often when I invite a new user to join my Zoho account they are not able to join my account but are asked to create their own accounts. Why does this happen is there a way to stop it? Most recently my new user entered exactly the details of our existing account and it has created her an account which looks like ours (has our logo loaded) but has not data in it and has no tabs to the different modules within the CRM. Any clue whats gone wrong and how I fix it?
want to see recent notes in contact view
We want to see recent notes in contact view.
Open Activities aren't available anymore
All of a sudden I can't access Open Activities for leads. Take a look at the screenshot, I only see the header. How do I get these back?
Subscription Annual can new users be monthly?
I have a client that has signed up to zoho on an annual subscription. They now want to add a user but want to do this on a monthly subscription. Is that possible? Debra
ZOHO CRM Unstable: Adding a task and entry of a reminder date shuts down the task
Hi: I experience quite a lot of unstableness in ZOHO CRM such as: Today, Adding a task and entry of a reminder date shuts down the task All of a sudden old contacts can't be found anymore although I know that they were absolutely not deleted. I can import the back up CSV file but I think that the activities will be lost Adding a section to contacts was a nightmare. When I added a new field, I had to save and reenter ZOHO CRM Please make the system and database stable. Our company relies very heavily
Create a report to show the time from open to close in the CRM
Hi, Do you know how to create a report that shows the time the reports remain opened? Thanks, Regards,
Next Page