iPhone Leads Scan does not work well
I purchased the app and installed it. Testing it on a badge from a prior trade show, it was iffy at best. Once it did capture the name, it did not place it in the proper fields. We had and idea to use it at a trade show in August, but it does not appear to work as it should. What should my next step be? Do you need a sample scan of the badge we tested?
iphone App Access
How do I enable access in my desktop ZoHo CRM to the iphone App?
Web forms in Zoho CRM not working
I updated the response email for my web form and when I test it the form is not working. Can you please help? The form is at http://www.lubetkin.net/join-our-mailing-list/.
Campaign
New to Zoho so be gentle.... I have planned a Lunch and Learn for our company. I created a Campaign to track how much business will be generated from this event. Now I have RSVP coming in, where is the best place to load these contacts to be able to run a report so the owners can see who will be attending the event?
Customize report on dashboards
How can I select a customized report to show on the dashboard? Presently I can only select what's available but they are not sufficient for my needs.
Enterprise Vs Professional
In the Enterprise edition, I understand there are certain features that the user has access to. Can you please explain to me the following features? · Group and role security · Case Escalation Rules · Auto Responders · Group Chat · Web Tabs Thank you
Zoho CRM integration with whitepages.com?
Is there a way to take a Contact name and address and perform a phone lookup on whitepages.com?
zoho mail + crm... isuue in email
Hi, i want to activate mail with crm with our domain. i've already inserted right dns in the domain, but looks there's some issue, in zoho mail configuration. can someone help me? daniele
How to get the highest record id from zoho CRM API
Hai, Is it possible get the highest record id from zoho CRM API in c#
How to get the highest record from zoho CRM in C#
Hai Everyone, Is it possible to get the highest record id from zoho CRM API in C#
Emails Going to Spam Folders
Hi, has anyone created an email template and tested it on a few prospects/clients only to find that all emails go into junk folders? I sent several attempts even to myself and they all land in my junk folder. Not great if you are trying to mail prospects. Also there is a pretty long delay before they go out. Could it be that they come from out of country? Any suggestions for this? Thanks
What Is The Difference Between Enterprise and Professional
Delete In the Enterprise edition, I understand there are certain features that the user has access to. Can you please explain to me the following features? · Group and role level security · Case Escalation Rules · Auto Responders · Group Chat · Web Tabs Thank you Alex
Find duplicates
With > 15.000 records in CRM I try to find all duplicaties. With "delete duplicates" you can find all records with the same telephone number, company and e-mail. But, why isn't it possible to find duplicaties on "name"? Its the most important field, i think!!
Campaign Reports
Hello I can not seem to be able to add a column for the Company ( 'account') that a contact belongs too. I can get the mailing address, telephone and email, but no Company name. Any ideas please, I have attached a screen shot. On the report builder it doesn't seem to list companies Thanks
Import skipping records
Hi all. Zoho is suddenly skipping many records that I am importing, despite the mandatory fields having values. I have not changed any of my import setting... this just started in the middle of doing an import. Paul
Does PhoneBridge support Panasonic TDA200
Hey!! There, I would like to know whether Zoho PhoneBridge support Panasonic TDA200 (Hybrid IP PBX) as it is our current PBX system which runs on.?? Thank you in advance. Rgds, Asker M
Logging Skype calls
I am able to start a Skype call from within Zoho CRM, and make my call. However, even though I started the call from the contact page, the call is not logged. Is this a feature that is available, or am I doing something wrong?
Import Leads doesnt work
Im trying to import from an .xls sheet.... every field is filled in yet the import misses some records telling my key fields are empty. No fields are empty. Ive tried everything. If I cant import lead how can I use the system? Anyone else have any ideas? THX
Cannot Access Reports
I'm the Admin but I cannot access any reports. How is that even possible?
PhoneBridge and Panasonic tda200 CTI
Will any of the PhoneBridge PBX adapters work with our system? Thank you.
how to change the number of contacts in a campaign 100 per page rather than 10?
here is the screenshot and i have pointed it on red color circle.
How can I see if a contact or lead has opened an email sent from zoho mail?
I could do this in Salesforce and it was very useful for 2 reasons: You can see if the email was possibly stopped by spam filters or You could see if they read the email and did not wish to proceed Mark
How to rename Tabs a second time???
Hi, I am trying to customize my implementation and have been struggling with changing the names of the tabs. I have tried several different terms for "Leads" "Prospects", but I can't seem to change the name back to something I have tried before. (If I try this I get an error message that the proposed new tab name is a "duplicate" tab name, even if it is something I had tried before but am not using now. Is there any way to fix this or work around it?
Graphs
Hi, I've had a problem for the past couple of weeks where I can't see my graphs, can you help me? I checked the reports and there's no problem there,
Rewards Tracking
We use Zoho as our tracking on our contacts and wanted to start a rewards type program to offer contacts incentives when using our services more than x number of times. Does Zoho have any tracking that can accommodate this? We would like to know when a user has attended X number of classes or reward based on loyalty etc...
import contacts
hi we'll be importing our contacts from goldmine crm since in zoho we need to import accounts and contacts separatley... how is it mapping contacts with accounts? is it just using the same 'account id' when importing? what about importing tasks, etc... and maping them with its accounts? thanks a lot
Link format
Hi Want to know how to build a link to a lead or potential. We want to be able to provide a link to a potential when automation sends a notification email on generation of a new potential. The link should open the new potential
Invoice Template
Hi. How do I adjust the layout of an invoice template or any other template in the editor. I can change fields, text etc but cannot se how to move the vertical delimiters of the table that sits behind the report. Thanks
Sort a view by last name
I am trying to edit my view for leads so that it organizes it alphabetically by last name. All I can get it to do is sort it by first name.
Quickbooks New Additions?
When are the newer Quickbooks going to work with Zoho? I am currently using QB Accountants 2012 and would like to use it with Zoho!
Mail List under contacts
Is there a way to see both CRM sent mail and mailbox mail in one list under each contact? Like an 'All Mail' selection? Switching between the two is very cumbersome.
Workflow Rule Execution Based On Status Change
Hi I have seen some information on this, but still am confused about it. I want to have workflow rules that send email alerts if the status of, say a Sales Order, gets changed. So for instance in the Sales Orders, there is a status field to which I have added some custom statuses. When the Sales Order gets changed to "my custom status 1", I want to fire off an e-mail to my accounting department. It seems that when I go to create a rule it will only allow me to execute on Create or Edit (of a Sales
create a report on follow up times
I would like to have a report that shows how often my sales reps are following up leads. Preferably in the dashboard. I can set up a report that shows the total number of touches to a potential, but gives no indication of timing. Is this even possible?
Hide standard fields?
A lot of fields what appear in Zoho CRM aren't useful for users.Hide standard fields in Zoho Crm, is it possible? and if it's possible, how?
uploadPhoto method not working
I am using uploadPhoto method to attach photos to my Leads. I am using PHP for the same. However, when I tried to execute the URL mentioned in the API using curl, it displays an error message saying "Unable to process your request. Please verify whether you have provided proper file." I double checked the type and path of the file I am trying to post, but it doesn't seem to work. Here is the PHP for reference: $recordId="873040000000074005"; $path = "http://www.codeblocs.com/99/upload/images.png";
How to add event invite into calendar?
Hello, I might be missing something but when someone sends me an invite through the CRM I do not see how can I add the that event into my own calendar within the CRM. Do I have to type in again all the data into my calendar in order to add it? I'm sure it's easier than that, but I do not see how to do it... any suggestions? Thanks in advanced.
Create Projects from CRM
Hi, I have posted this issue before. I have tried creating projects from Zoho CRM without success, and have cleared cookies etc. Please help
Follow multiple Potentials
Is there a way to follow multiple potentials (or contacts), instead of having to open each one and selecting the "follow" button? I'm thinking like a "mass follow". Cheers.
Database backup - Create macro to auto export all data into excel
Hi, I am looking for a solution to automatically backup my database on a regular basis. My line of thinking was to build a macro, that logs into the Zoho CRM then performs the function and emails the CSV file to my email. Is this possible? Would anyone be able to build this macro for a fee? Are there any other solutions to regularly backing up our database locally? Thanks in advance, John
Change the email address associated with my Zoho account
I have just signed up for Zoho and am learning the ropes. Can I change the email address I signed up with/associated with my Zoho account now or at a later date? Please advise. Thank you. Sally
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