Syncing Campaign to CRM & How to segment a list to email 50 per day
I thought that the sync from Campaigns to CRM would update the contact with the most recent campaign information on the Lead page. I also have a question about best practices for taking a list of 300 people but only emailing 50 per day.
Add a link to a quote
We paste a map into all of our quotes. The map is different for each proposal, it is based on what the potential customer is ordering. I see that you can embed an image or link into the inventory template but I need to know if there is a way to add it to the quote so we do not have to change the template with every quote. The map could either come from Google Maps, Google Earth or it could be a png or jpg file. Thanks, Marcelle
Associate Contact with Account
I've created a list of Accounts and Contacts. Now I'd like to associate contacts with thier appropriate accounts. I don't see any Contact lookup in the Accounts tab and I don't see any Accounts in the Contact tab. Please advise.
CRM Accounts
I am able to create "Accounts", but I have no visible Tab to view a list of them. Please advise. Russell Cox rmcox44@gmail.com
Can't send email from system today
The system is not allowing me to send an e-mail to my contacts or leads today. Could you help me ASAP?
Fetch the attachment and notes for salesorders
Hi, I am trying to fetch all the information of a sales order for a given account id. I am using the following method to fetch the information: https://crm.zoho.com/crm/private/xml/SalesOrders/getSearchRecordsByPDC?authtoken=XXXX&scope=crmapi&selectColumns=All&searchColumn=accountid&searchValue=YYYY By this, I can able to fetch all the details about that particular sales orders. But I am unable to fetch the notes for that sales order, attachment details. How to show those information? Even, if
Force Addition of Products Upon Creation of Potential / Make Addition of Products Auto Update Potential Amount
Hi, We are looking at potentially moving to Zoho from Salesforce.com. I realize that SF is a different product and functions differently than Zoho, but I'm trying to find out how close I can get the workflow to align with how we currently work in SF. In our current SF account, when a Opportunity (Potential) is created, it forces the salesperson to add products to it, with the Quantity. Once the products are added and saved, the total value of the products automatically updates the amount field on
Choose different EMail-Address when sending Mail from Contact
Hi, is it possible to choose the sending EMail-Address, when I´m sending a Mail within a Contact? We have different Projects. For each Project we use an seperate EMail-Adress. When I´m inside a Contact and send him Mail from the SubNavigation in the right, i need to change EMail-Adress (outgoing). How to solve? bR from Vienna Marco
Help with Multiple Selection List
Hello, I am having troubles creating this Formula If(${Products.Criterios Gravables}==Construcción,11,22) where ${Products.Criterios Gravables} is a Multiple Selection List with 3 items (Construcción, Lote, Otros), i dont know which is the right syntax. Keep having the same error message:
Creating tasks automatically - how to trigger creation of tasks
Hi all I wanted tasks to be created when new leads were added and followed certain criteria. I posted in these forums a while back about how to do that but didn't get a response. I tested it yesterday and my alert email worked but the tasks didn't get created. I tried various combinations of +/- days. I searched through the forums and couldn't find the answer though I did find others searching. Since this is a make or break part of our evaluation, I contacted support. Other than I couldn't quite
Click to Call
Is Skype the only option for Click To Call. Skype charges money for a Skype to a land line telephone. Google is free in the US. Is there something available now? Regards, Russell Cox
What happened to the Roadmap?
ZCRM used to have a prominent link to their Roadmap listing features that were in development. I can't find it anymore on the website (I do confess that I only did a cursory search). I have getting frustrated with the lack of development in several key areas and I would like to see if they are on the Roadmap. ZCRM is a product that does so many things right. However, there are a few critical things that it does not do well (at least for my work methods and processes). I am at the point where I need
Products, price books, etc.
Trying to start to test how it really works the PO system you have created, I have imported a first series of products. And from here it starts the notes: 1. I could import only Unit Prices (price I have to pay to my Vendor). Nothing related to my List prices. 2. When I want to create a Price Book for these products, in order to create my List Prices, I got stuck. There is no import field for List Price. I have to create it manually, when I attache a Product list to Price books. As probably you remember,
I cannot create replicate our numbering scheme for Sales Orders in Zoho, any idea how to ?
We number our Sales Orders like this YYYYMMXXX, where YYYY is the booking year, MM the booking month, and XXX is an "Auto Number" being reset for each month. It seems to be a dealbreaker in the group to use Zoho CRM to be able to keep this numbering scheme. Now, it is important that this number is never a duplicate and it would be a pain to "skip" numbers as it would generate time-wasting researches. I've been fiddling around to find a solution ... but cannot seem to find a proper solution.
importing contacts creating duplicate accounts
importing contacts from same accountl is creating duplicate accounts. in excel spreadsheet has each row listed with contact info. there is a column for contact name and a separate column for account name ( all the same account name). how do i import all these contacts from same company without make duplicate accounts
See activity booking in zoho CRM
Hi, I would like to use zoho CRM to manage the customers and booking of our small business. The business sell several activities each use a certain resource. how can I see each resource booking using the crm calender?
Change Standard Font
Is it possible to change the standard font type when sending an email in Zoho CRM. It differs from my signature font type.
Lead distribution
I need to be able to forward new leads (captured from a web form) to independent sales firms who will not be users on the system. How can this be done? If so, how? Also, can a follow-up survey be send to the same independent firm to rate the lead and add their responses to the lead record?
Creating a multi line quote template using HTML
Hi Not sure which forum this belongs to so perhaps i can post here and some one can point in the right direction. I am trying to create a template similar to the default quote template but im having issues with picking up multi line quotes as in the default quote template you can put multiple products in then generate the quote (export to PDF) which generates a multi line quote which lists out the products. Im wondering if some one can point out the code used to enable me to do this in the new template
Categorizing clents
Is there a simple way to put my clients into different categories? I want to make it easier to search for a specific group of clients at one time.
Not all Contacts are being exported.
We regularly export all our emails for a newsletter that we send out. Obviously, we are particularly interested in emails form new inbound potential clients. In perparing next month's newsletter, we have noticed that any contact's emails, where we have sent that particulat client a quote, is not being exported. Can I have some guidance as what may be causing this problem?
Zoho & Outlook ??
Why is it that when I click on the email of a contact it takes me directly to Outlook (which I like), and when I click on the "Whom to deal with" business card email (on the right side) in a potential it takes me to ZOHO's cheesy email program? Also quotes default to the ZOHO email program. I would like to default to Outlook in both cases - how do I that? Thanks!
Outlook Plugin Functionality
I just downloaded Zoho CRM today along with the Outlook plugin. There are a few things I'm trying to do that I'm not able to: 1) Is there a way to link multiple past email messages to a contact, or does it need to be done one at a time? 2) Does the secondary email field apply only to the Zoho Mail app and not the Outlook plugin? I've tried linking an email to a contact from his secondary email address, but I receive a message saying there are no matching records. 3) If the secondary email
Integration CRM and Reports (information about Tasks and Events)
Dear Support, I'm using Zoho Reports to create new reports related to Potentials and Sales Performance. It's missing information about Task and Events at Zoho Reports (tables). Could you inform when and if it'll be provide? Thanks Paulo Miguel.
Reseting an administrator account to reconnect with googleapps
I had zoho crm connecting fine with my googleapps account. We then had advice to add zoho from google marketplace to enable gmail connectivity. The Add from google marketplace seems to have disconnected the link with zoho. When i go in zoho crm to setup, google apps the screen just is blank saying "loading" and it does not resolve. If i add a new user then goto setup, google apps then it says it needs google to grant access. How do i reset the adminstrator account to recognise and ask to grant access
Auto Generation of field values
We are familiar with doing auto generation in drop down fields in Zoho Creator using Deluge Scripting. We need to perform similar functionality in Zoho CRM. As an example, we need to do the following two tasks -- 1. In "Quote Module" page, We’d like to have the SUBJECT of the Quote get Auto Generated based on the following naming scheme: “Account Name – (Date) – (No. of quotes that day for this account) ". 2. Also, if we select "Credit Card" in Sales Order Module, how can we auto generate the information
Clearing Events
Can any body explain how I clear an event once it is done. Mine seem to sit on my pages forever unless I delete them.
Sync Changes between Account & Contact
I think it would be nice to see the option to make a change in the Account information, and be able to push that change to all of the contacts associated with that Account. For example, address changes, or industry type. However, it would be most beneficial if this synchronized changed could be an "opt" in change where the user could decide whether to push the change to all the associated contacts or not on a case by case basis. James Bowie
zoho crm sucks
We installed the free version of zoho crm to replace google spreadsheet forms for a contact page. Note that the free version of web2leads in zoho apparently *does not* support notifying lead owners automatically. We thought it did because we could choose an email template. However this was a notification to the user, not the lead owner. As a result, our tests would generate an email but no other leads would notify us. So basically we lost over a months worth of leads. This is complete BS lead notification
Web-to-contact form notifications are in late or lost.
Hi there, I activated the feature Web-to-contact to my website, but the contact owner doesn't get the notifications instantly. He gets them all together at a certain time. What is the reason why this happens? Is there a way to get the notifications instantly? Then sometimes some contacts have been lost and the customers called us to complain that they sent a request, but they have not been answered. How may I be sure that the contact owner receives all the contacts from the Website? Thank you for
Accounts and Contacts
Hi, I'm thinking about setting up my business on Zoho CRM I don't really need all of the functionality seperation of leads, contacts, accounts. I sell to individuals so don't need that granularity. It looks to me like I only want to use the contacts field as that has the most relevant fields. However when it comes to other parts of tracking sales then an account is required. Can anyone with experience of Zoho CRM recommend how this should be handled? I don't want to duplicate the data in the
Date without Time format
Hi - Zoho CRM is becoming a valuable tool for us! I am writing about the Date Time format. I need a Date format without the time. I realize a workaround has been suggested, to use "Datepart(${Quotes.Created Time}) " Or something to this effect. However, we have a dataset that has been using Adddate(${Contacts.Trial Start Date},15,'DAY'). So I'm reluctant to try a different formula in the same field. I wish to use this format in email templates. The Time stamp would look funny if present. What
Associating Cases to Accounts
Good Afternoon, Could you please instruct me how to associate "Cases" directly to the "Accounts" screen, rather than the "Contacts" screen? In summary, when I open an account, I need the contacts and cases associated with that account to display on that one screen. Thank you harrydavis
Creating New Printable Form
Good Evening, I am trying to build a few new form within ZOHO CRM and am not sure the best way to go about it. I would like when a user is in a contact record view, to hit a certain button or field and a new form will appear. This new form will auto populate certain fields (based on the contact record) and allow them to enter in new information from the available fields. Once the record is submitted they will be able to print the form in pdf form to print and save to their computer. the form should
Newbie Question about customizing Zoho CRM
We are considering Zoho CRM but to work for my company the CRM system would need significant customization, adding a number of new tables, relating fields in the new tables keys in default tables and to keys in other new tables. Also I am interested in the possibilities of adding custom code and running custom SQL update and append queries. Many thanks in advance
Annual Licence
Hello, our business requires an annual subscription for our software, and we need to be notified each year of an expiry date so we can send automatic emails, and also chase up. Ideally this will go in 'leads' or another section so we can tick them off when renewed. How would I go about doing this? Thanks Harry
what has in: ${Quotes.Product Details}
Hi: I am trying to create an email templates, and using ${Quotes.Product Details}, I am expecting that I can show the products in that quote, however, it was empty. Can you let me know what the ${Quotes.Product Details} exactly will show us ? Thanks.
Bookmarklet to add contact or Account to Zoho CRM?
Does anyone know of an extension or bookmarklet that, when clicked, would add a new contact or account to the database using data from the website you might be currently on? For example, you are on switchboard or manta and you come across a company you want to add to your database. Instead of switching back and forth between screens and manually typing in the contact info. You press the bookmarklet and a prepopulated window comes up that allows you to add more info, change what it grabbed, and then
Conditional Mandatory
Hi, I have a problem with customizing a form. How do I make a field mandatory if another field value is "XXXX"? Thanks
customization
we have the roles of Administrator & salesperson The administrator needs to have the ability to extract all the salespersons clients email addresses import them into Zoho Campaign so that a newsletter can be sent to a salespersons clients but the system needs to add the salesperson contact details to the newsletter being sent to that salespersons clients. For example the Administrator wants to send a standard newsletter to 10sales people clients, within the newsletter the salesperson contact details
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