Printing from tab-view without opening the record
I would like to have the ability to select which records I would like to print from the tab-view instead of opening each file. This is essential when printing invoices in large batches or the email traffic for a particular account.
Outlook mail to zoho account like Sapesforce
In my old Salesforce.com account i had a BCC email address that I would add to prospects / customers etc. emails in my outlook and it would then populate into my SF under the account and the contact. Do i have that capability here? Thank you Chris
How do I make Predefined Views not viewable by "standard profile/user"?
We would like the standard profile user not to be able to view the "All Accounts" predefined/standard view. The reason is we don't want each sales person to be able to view others accounts. How can you make the predefined/standard views non-viewable by some?
Is caller already in the database?
This seems like a simple question, but we're new to Zoho. We run a home improvement company that gets lots of calls off our advertising, referrals, etc. We get a lot of repeat business, and when someone calls, we want to ask their name and see if they're already in the database. Ideally, we wouldn't have to enter it once on a search, then again to add them if they're not already there. I'm sure this isn't new ground here. What's the normal practice for doing this?
Sync your Zoho CRM contacts with Ringio's Virtual PBX in 5 minutes
Hey all, I thought you would be interested to know that at Ringio, a hosted / virtual PBX provider, we now support Zoho CRM syncing. That means that in less than 5 minutes, you could be up and running with a hosted telephony solution that will give you screen pops with the information from your Zoho CRM contacts, leads, and potentials. To find out more check out the announcement over at the Ringio blog. Zoho CRM Integration with Ringio Hosted PBX PS: We have a lot of respect for the work Zoho has
Bug with "Stage" field and probability
There is a bug with 4 opportunities that were created recently : when we put "Qualification" in the "Stage" field, the probability should be 10% (I checked in the field description and the setup is correct). But this does not work and for this 4 opportunities, the probability is 0% !!! I tried to changed it manually : I did enter manually the stage and the display is correct : 10%. But when I save the opportunity and open it again, the probability is again 0% !!!! Could you please help and explain
How do I change a a client to a contact?
I uploaded a number of my contacts but they were categorized as clients. I updated many of the files manually before noticing the difference. We have categorized contacts as general and clients as companies we are doing business with. Is there a way for me to reclassify existing clients as merely contacts? Thanks!
enhancement: add multiple leads/potentials/contacts to a single event
i love the way that the "add event" shortcut from the lead screen automatically checks for time conflicts. i'd like to be able to add more than one lead to a single event. for example a sales event for which several leads are invited, and i can add several leads/potentials/contacts to the same event. could it be done?
Uploading documents from Desktop into Contacts in Zoho CRM
Hi, I am having trouble uploading documents from my desktop into contacts CRM. Clicking the "Upload" button does not do anything. Looking forward to hearing from you. Thanks, Ana
Can't see received emails by collegues even though all steps in the documentation have been implemented.
What could be wrong? I have admin/ceo rights and still can see the received emails from a collegue who has set the sharing to public. Please advice! -- Danny
The status of Web to lead form
I have created a Web to lead form and attached it with embed code to web site but I'm not receiving the messages sent through a form to my email. Why is that? Does it have something to do with the status in the Web to lead -view which is a red cross at the moment?
Search layout
Hi, I am dealing with the Zoho CRM module. I've been introducing information about my leads, and now i'm trying to customize the search layout, but it's not turning right. I have read forums and similar other users questions, but it doesn't help. I'll explain myself: I need to visualize different fields in the search layout, so I activate the fields that I want to be able to see in the search layout, going to Setup - Search Layout, and making sure that i make my modifications at the Leads section.
ZOHO Developer needed
Hello, First time here and looking for help, I have been introducing to ZOHO to my business where we are also Google App's and Xero users. I had a developer working through the development of our ZOHO application and sadly he is no longer able to support us. Im looking for a developer that can take on our Google App's support, Xero and develop ZOHO for us. Ideally UK based but not essential. My email is richard@maxwifi.co.uk and Id love to hear from anyone that would like to work with us. Regards
Dates entered within custom date fields for Account and Contact Modules are not automatically copying?
I have customized two date fields within the Account and Contact Modules. The fields are duplicate with same names. I entered the dates within the custom fields when I added a new record within the Account Module; then I added the new contact for that record within the Contacts Module thinking that the dates would have automatically duplicated same date info in the Contacts Module. Instead I had to duplicate my efforts manually. Shouldn't the dates I entered within the custom date fields duplicate
How to link CRM Contacts to Zoho Mail
I want to send out emails to customers using the contacts that are entered in the CRM contacts , how can this be done . As currently when I click the to or cc button it only shows contacts saved in zoho mail Also when we use the send email feature , how do we get list of email id in the cc , assuming the to email id is taken directly when you choose contacts Vinayak
problem with mail magnet on secondary account
I have the zoho account and a gmail account setup in zoho mail. Only the zoho account emails are showing up on mail magnet. How do I get my secondary gmail account mail to show up under mail magnet. I changed the default account to my gmail account but still only the zoho account emails are listed on the mail magnet tab. How do I change this??
Quick Actions
Hi there , I am new to Zoho I remember that I had a on the lead details to the right a quick action area where I could add a call, add a note send email etc. For some reason the only quick action I have now is send email. How can I fix this? Thanks
Where should I put suppliers?
Hi, I would like to know where should I record my suppliers. I understand the best is in leads, but I need to create a subcategory where I can recognize the kind of supplier easily and do actions to a group of them. For example, we are a tour agency, and hotels are my suppliers. I want to write a massive mail just to hotels to tell them how we expect new season to be. I want to send this e-mail to hotels but not to freelance guides, that I also have recorded on leads. How do I manage that? Thank
Quote calculator addition error!!!!!!
I have a SERIOUS problem with the Zoho quote calculator. The total of the line items in my quote do not tally with the total that Zoho reflects As you can imagine this is SERIOUS as I have sent incorrect quotations to customers. I have had this more than once, and the is an existing quote sitting in my quotes area where this problem exists as we speak!!
Adding the URL of the webform on the Lead notification
Hello, I have many many landing pages that I would like to place the same Zoho CRM webform on. How will I tell which landing page the new lead come from?? Ideally, this is what I would like: When I recieve a new lead on CRM - I can click on it and see the URL of the page where the form is installed. I would also like to customize the notification email to show the URL. How can I do this?
Website Integration | Web to Lead form
We have multiple web to lead forms for different websites. I want to be able to know where that lead come from? Like which web form was used. I added few values in "lead source", for example Website X, Website Y, Website Z. While a lead generates from Website X then the lead source should automatically set as "Website X" but this field should not get displayed in the web form. Please provide the incremental HTML code to do this. Thanks and Regards, Sudhakar Saha
Email dropbox
Hi!! Is there a way to copy a dropbox address so that if I send an email to a client it is registered in the client's account?? Thanks!!
Synchronizing Calendars using Cloudworks
I am very disappointed to find out that the true synchronization between ZCRM and Google Calendar has now been outsourced to a third party. The net result is that after waiting for 3 years for this to happen the only way to get true calendar sync functionality is to pay a 3rd party $120 per year. Really? I confess that I do not understand why the ZCRM team could not solve this on their own. Now you want your users to grant a third party access to our accounts and increase the exposure for security
Using non supported variables in inventory templates
I am trying to add the following 2 variables in the Quote Template ${Contacts.Email} ${Contacts.Phone} And I guess because they are not in the quote section of CRM, they don't allow them to be in the quote template. I just want to be able to reference the phone and email of the contact that is on the quote. I tried to add the fields to quote, but they do not dynamically link to those 2 fields. Any Ideas? Thanks! Stephen Crescenti Email Cleaners, Inc. stephen@emailcleaners.com http://www.emailcleaners.com
Synch With Zoho Campaigns
I am using Zoho Campaigns with Zoho CRM. It is very helpful to Sync a Customized View from CRM into a Campaign mailing list and then have the campaign's activity fed back into CRM. That said... I need help. Is there a way to then Update my custom view... so that I can segment that set of leads according to what happened in the Campaign? For example, I want to break out those people who did not open the Email Campaign from those people who opened the email and clicked through. I am hoping to put
LEAD TO CONTACT UPGRADE
CAN NOT FIND LINK TO UPGRADE LEADS TO CONTACT OR ACCOUNT
"Please enter a valid Website" error when there's a trailing slash
If you copy/paste a website URL into an Website field (e.g. on an account) and it has a trailing slash, ZOHO responds with "Please enter a valid Website". A URL that has a trailing slash is valid and should be accepted by ZOHO.
100 leads/contacts per page - REALLY?
Is there a way that I can checkmark leads from different pages and send them an email? Basically, it would be creating a mailing list by selecting specific leads. It is VERY FRUSTRATING that I am supposed to create a new "View" every time I want to contact specific leads. Most of the time it is IMPOSSIBLE to even create a "View" that works for us. Grateful for any good tips!
CRM Invoice
Good morning, I tried to make a simple update to my CRM Invoice template to add the product description on each line item. Now for some reason when I try to export all I get is the form variables. How to I restore the default or fix mine
Exporting Leads
I need to export my leads but only half of them show up when I export them. I have over 6,000 customers in my CRM but when I export it to MS Excel there are only 3000 of them showing up! I can see that the leads that won't export are in the CRM still but they will not export. Any ideas as to why I can not export these other 3,000 customers?
WinHttpRequest.5.1 from Newbie
I'm out of my element and could use some basic help. I'm using COM to submit the following WinHttpRequest request via AutoHotKey URL:="https://crm.zoho.com/crm/private/xml/Leads/getMyRecords" Params:="?authtoken=" . MyToken . "=crmapi&newFormat=1&selectColumns=All" WebRequest := ComObjCreate("WinHttp.WinHttpRequest.5.1") WebRequest.Open("POST",URL) ;Upper case on "Post" matters WebRequest.Send(Params) Response:=WebRequest.ResponseText and am receiving the following error: <response><error><code>4834</code><message>Invalid
Zoho CRM Google Mail Plugin link to contact in Zoho?
Why does the Google Mail plugin not offer the most rudimentary feature of 'open this contact in Zoho CRM?? This would be the ABSOLUTE MINIMUM REQUIREMENT for such a plugin, how have you been so poor in your usability design to miss it? Now, because I can't assign a task to another user in Zoho CRM, even with this plugin I still have to search for this contact in Zoho CRM and add the task there. Effectively making your plugin useless.
problem acessing my account
guys, i forgot my passwaord so i click on forgot password button, put my e-mail and received a e-mail from Zoho with a link to a new password. the problem is that all my data disapeared !!! Can anyone help me understand what is happening? Fabio
How to stop spam mail from WebToLead from?
i am using zoho crm .i have integrated it on my website but not i got lots of spam mails.please suggest me how to avoid that ?
How to open zoho app for no iPhone and iPad, cause my login is thought google app?
How to open zoho app for no iPhone and iPad, cause my login is thought google app?
Urgent - Emails not appearing for linked email accounts
I posted this three days ago but no reply. So I'm posting it again here. Can anyone help? Emails not appearing for linked email accounts in Zoho CRM » Zoho CRM - Zoho Apps integration • 3 days ago I've got one Zoho account and two email accounts linked to my Zoho CRM. But only the emails from the Zoho account are showing up. The other two mailboxes (both gmail accounts) are not showing any emails in the CRM. Please help! Roger
Emails not appearing for linked email accounts
I've got one Zoho account and two email accounts linked to my Zoho CRM. But only the emails from the Zoho account are showing up. The other two mailboxes (both gmail accounts) are not showing any emails in the CRM. Please help! Roger
Help ? Can I have my campaigns on my accounts page?
Hi, I just joined up for zoho yesterday and was hoping that someone could help me please. I am trying to display a link to acampaign on my accounts page, is this possible and if so how do I do it.. spent hours on this and thought maybe someone could advice me.. thanks in advance :)
Help... I am trying to list my campaigns in my accounts
Hi, I am new to Zoho (just joined yesterday) I was hoping that someone might be able to help me. I am trying to link or list a campaign in one of my account pages, Any advice or suggestions would be greatly appreciated.. I have spent hours on this today :( Thanks in advance :0
How do I move a module on the contact page down the list?
I just added a trial of projects but now the placement of that module on the contact tab is in a place that causes me inefficiencies. Can someone tell me how I can move the project module down the list? Thanks!
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