Can I a button to the existing contancts form?
Hi, I would like to know whether it is possible to add a button to the contacts form to generate a quote or an illustration, in accordance to the data entered. the illustration and quote will be generated outside the CRM so the buttons can send and fetch the data. Thanks Sumit
Populating Account (client) addresses to Account Contacts
We have imported all our Account and Contacts details from varyng managers outlook contacts. I would like to be able to add the Account (client) addresses to those individual Account contacts. Is there an easy, time efficient way to do this.
Field From Accounts to Contacts
I would like to take a field from an Account, we have prefixes for all Accounts to make them shorter, so its just 4 letters/numbers to identify the Account, so I want to take this prefix field and when a Contact is created under this Account the value from the prefix field goes into a field under the Contact. I have tried setting up a rule to populate the Contact field but was to no avail. It would be nice to have a mapping custom field type to pull information from the Account since the Account
ZOHO CRM iOS App: Accounts on Server vs. Device
When I open Zoho CRM, not all of my Accounts are listed. However, if I scroll to the top of the Accounts, enter an Account in the search box, then select the Server option I am able to find said Account. Is there a way to have all Accounts loaded in the Zoho app by default? The workaround is very cumbersome for a sales force with many Accounts to manage.
How can I be sure my email has been sent ?
Hi, I'm now using zoho for more than 6 months. Great soft and all, really fine to tune. I have the "professional" version. My team and I use Zoho to send some emails (no mass emailing or emailing campaign, just one mail some times) BUT I can't be sure the mail was sent. Why I'm asking myself this question? Because sometimes I Copie Carbone Invisible myself and I don't receive any email... even when I check into my SPAM folder. So, HOW CAN I BE SURE MY EMAILS ARE SENT ? This is supposed to be a business
Slight change to the HTML website inquiry form
I am trying to get the website inquiry form on my website but the color of the text is white on white background when I paste the code. I can see the boxes but can't see the headings unless I highlight them. How can I fix this? I maintain my own website but I do not know how to alter HTML text.
Add to Oportunities ( Potential ) from Zoho Mail
It would be fantastic if you could create a Flag or Indexing module where Users could Add specific emails to Opportunities , One can still read all emails for a specific contact within the CRM, but you will still need to look for a specific email for a specific Opportunity ( Potential ) By attaching emails to specific Potentials CRM would be even better Ariel Segall Cloud Mobile Forms Zoho Partner arielsegall@CloudMobileForms.com (877) 436-8133
Invoice Number
How do I force the invoice numbers to begin at a certain number? Silvana Bello
Can I add a button to the existing contancts form?
Hi, I would like to know whether it is possible to add a button to the contacts form to generate a quote or an illustration, in accordance to the data entered. the illustration and quote will be generated outside the CRM so the buttons can send and fetch the data. It can be two buttons also. Thanks Sumit
Export in Excel Format
Hi, I can only export my account in CVS comma separated format, Since my CRM have some Arabic data, all fields filled with Arabic are not appear correctly, somehow using another Zoho product like recruitment, I can export the report as Excel file (.xlsx). and Arabic data appearing well! Kindly could you advice me on that ? Regards,
ZOHO & ZOHO CRM Reliavility, Backups, Availability Recov
Hi, Reliability. Backups, Availability, Recovery plans. Is there any Service Level Agreement about those subjects for ZOHO CRM customers? Thank you, DS
getSearchRecords and Quotes Module
Hi! I'm trying to get JSON information from Quotes Module, but not all - only custom fields. For example: https://crm.zoho.com/crm/private/json/Quotes/getSearchRecords?authtoken=TOKEN&selectColumns=Quotes(Description, Subject, Contact Name, Product Name, Quantity, List Price, Grand Total)&scope=crmapi&newFormat=2&searchCondition=(Valid Till|=|2012-10-05) But result of this request is only field "Description". How can I get all info? Thx a lot! Screenshot of results I got:
contact/e.mail functionality
I am about 500 contacts successfully loaded into Zoho CRM, but when I go to compose an e.mail, the contacts are not available to me. ie. I kind've expect it to work like g.mail when I can start to type a contact and it will recognise it. Surely I don't have to go to the contact, find it, copy paste it. Any help would be appreciated. Guy
Autoemail on closing Potentials
Hi Zoho team. Would like to send a template based automatic email to the Contact associated with a Potential after its status is set Closed won. Searched documentation and forum but did not find the answer. Could you advice how it is possible? Regards, Andrey
Can not change first and last name in my account?
The system returns a message that it can not complete the operation what can i do?
Field Automation Rules - New Field Value
Hi I have created an "Alias" field in my Contacts pages. I am trying to create a rule whereby, 1) When the record is updated 2) Update the "Alias" field 3) With the contacts Full Name. I have the rule working, as in it is updating the Alias field when edited, but I can't get it to pull the Full Name. I tried using ${Contacts.Contact Id} but it just displayed "${Contacts.Contact Id}" in the Alias field. Can I use tags like this? If so, what do I need? If I can't, does anyone have any other ideas?
How to costumize Zoho CRM for school/ child day care
Hey, Im trying to costumize Zoho CRM for the needs of my buisness (Child day care) and i have a few questions. 1. My costumers are parents and each couple ca have more then 1 kid. i need to keep track of the parents as costumers and the kids (each kid seperate) linked to the parents. what would you recomend to do? which tab would you use for each entity? 2. i want to keep track of my stuff, from the very 1st intervew thrue his working episode untill (happen sometime) he's quiting. i want to coect
Creating a report of ALL products by category in our database
Hi, Can you tell me how to create a report which shows all our products classified by category from all our accounts? I'm basically trying to create a history of our zoho usage. If I can also list date range, it would be a bonus! I could create this report in the NetSuite CRM but I can't figure out how to do this in Zoho--the closest I got so far was to create a report of the last product in each of our accounts. Thanks, Yvette Lee
Zoho Campaign tool: Measure clicked links in emails (like Sugar CRM)
Hi everybody, we have been using sugar CRM and its campaign tool. As sugar is always a headache to maintain we seriously consider migrating to zoho. However, the main feature that made us choose sugar is the campaign tool, which features a way to measure the impact of your emailing campaigns by providing you with a list of those email recipients that actually clicked your links... thus, a list of pre-qualified leads. Does zoho offer this feature ? best Daniel
Sales Order Reporting
Hi, Why cant I create a report to show me the List Price on a sales order? And also the Total cost before any discount is applied? These seem to be missing from the customizable report options. Please help! Thanks Sarah
Custom Lookup Field
In our CRM setup, we have a custom Lookup field called "Partner Name" which has Lookup Type as Accounts and the Related List field "List of Partner Companies". In this list of values for this field, one of the value we have is called "Direct". This value appears only for users with roles set as Administrators and does not appear for users with roles set as Standard. Can you please tell me how to edit this value or how I can configure it appear for users with roles set as Standard?
Customize stages in Potentials tab
Is there a way to set the stages field so it is a parent/child defined map? We have several types of properties we work with and all of them have different stages that occur when moving through the process. For example: Property Type = Short Sale Stages: Offer Submitted Offer Accepted Offer Rejected Justification Package Bank Negotiation Approved Short Sale Escrow Closed etc. Property Type = Free & Clear Stages: Offer Submitted Offer Accepted Offer Rejected Due Diligence Escrow Closing so forth and
Field Mapping issues!?
I am in the process of mapping specific fields over from Leads to contacts and am running into an issue where the contacts tab is only showing "none" as an option on 2 of 25 custom fields that need to be mapped. This is ONLY happening on 2 of the fields which make ZERO sense to me. How do I correct this issue, and why is there an issue in the 1st place? I have attached a screen shot. 2nd, how can I map specific data to the Products tab? Can I set up a custom option for this? We buy and sell real
Custom Web forms
Can I have my custom web forms simply point to the correct Zoho fields? Your web form creator is pretty bad and does not work for us. We use dozens of online web forms and we cannot have them going to junk mail like most ISP's read your email. Please advise ASAP
3rd party auto responder with web to zoho contact form???
Since Zoho does not allow for any real Drip Marketing or provide enough auto-responders. Are there any 3rd party providers that tie into Zoho via API or otherwise that will allow the following to happen: Zoho web form is filled out online: Email is triggered through 3rd party auto-responder email service (mailchimp, iContact, etc.) Lead is generated in Zoho Workflow is triggered in Zoho to set lead on a drip series campaign in email provider (mailchim, iContact, etc.) Emails sent are tied to the
Managing more than one accounts database
We have some very different categories of customers and it is not an option for us to merge those different categories of customers in one single database. Indeed, we need to be able to decide on which category of customers we want to work. Is there a way to manage more than one Accounts database and ensure a perfect integrety of each of them?
Selective Links
Is it currently possible to only associate a specific link to individual contact records? Example, we work with both individual customers and business customers. We use dropbox to maintain client files. We would like to see the option to select a single link for that record as opposed to all links showing in every contact: So a business client would have a link: Customer Docs - Business While an Individual client would have a link: Customer Docs - Individual NOT both of the links showing up on every
Making private or team restricted specific items (tasks, prospections, comments)
Typically, if the sales people of a company must access the customers data (Accounts) to do their job, there might be situations when the account related items each sales person makes (comments, task, prospects, etc.) must not be seen by others (stay strictly private) or must only been seen by the members of the group he belongs too (team restricted). Doing this within ZohoCrm is currently not possible. If the account data is shared, then all the account related items (comments, task, prospects,
more items in navigation bar
Right now the navigation bar holds 10 items, myself like i'm sure many others, use a widescreen monitor with the full width layout, the navigation can easily handle all the items without the More... button. Is there any way to show more items on the navigation bar?
Using ZOHO to display SERP results from Google for Keywords
I'm having problems setting up the following information in ZOHO. Trying to enter the clients ranking results from the search engines related to a keyword in a field. How would I link a field to another field. Eg. In my client field I have there 5 different keywords. Each keyword has a unique position in Google which we track monthly. This would need to link to the individual keyword field. Thanks
Intergrate RSForm! Pro to CRM?
Has anyone been able to merge there data from RSForm! Pro (joomla) to CRM? If so how can it be done.. As it would save me a step to copy it over and then give it to the sales rep. Thanks Rick
Sales Rep Gets email if admin enter's lead?
Hi I'm the admin of our CRM and i just enetered in a new LEAD for sales rep BOB. Will bob get and email saying there is a new lead for him? If so great IF not how do we do this.. as then I have to email him and take more time to get this done.. Thanks Rick
How to update lead form from other website?
How to update lead form from other website?
Mass email Customers.
Hi, I was wondering if there is an option to send a mass email to many customers? I have noticed this function fro Leads, but not for Customers. Thank you in advance and regards, Remigiusz Czarny
Report to show all activity/records associated with a contact?
Hi there I wish to run a report similar to the the on-screen information displayed when I click on either a contact or an account i.e. it lists the records from tables associated with either the contact or account. In particular I am interested in displaying (for either a contact or account): activities, campaigns, leads, potentials. Is this possible via reporting (or preset reports) within Zoho CRM reports? If so, could you direct me to the appropriate help page or wiki? I have only recently started
Hiding @zoho.com address when mail is sent from WITHIN contact record
Hey all, Really enjoying Zoho but having a small problem with email 'send as' options Is there a way to send an email by clicking Contact -> Send Mail but having it hide the zoho.com email address? I've set up my Zoho Mail to show my sending address as somename@gmail.com. This works when I compose an email in Zoho Mail but not when I click on the contact record, then Send Mail. I have also noticed that only mail sent by clicking contact > sent mail is recorded on the contact record. Is there a
Move or Remove competitor section in Potentials
We do not use this function in our business and would like to either hide it's view in the Potentials tab or at the very least move it to the bottom of the screen so we can customize the view for the remaining sections such as contact role, email, activity etc. Is this possible? If so, how? If not, how come? Tim
Show all mail instead of just per employee
My client would like all of their mail shown on the page of a contact instead of just per employee. They need to be able to track what the latest correspondence was because contacts aren't really assigned to just one person. Multiple people are authorized to work with the contact.
Is there a way to search records by modified BEFORE?
I've looked in the API documentation and believe the following are true: 1. I can use the getRecords with LastModifiedTime to get all the records SINCE a time/date. 2. I cannot use the getSearchRecords using searchCondition=(LastModifiedTime|<|2012-08-29%2011:09:23) For example: getSearchRecords&authtoken=XXXXXX&scope=crmapi&newFormat=1 &selectColumns=Leads(Lead Name,Company,Email,Mobile,Website)&searchCondition=(LastModifiedTime|<|2012-08-29%2011:09:23)"; For getSearchRecords I've also tried "modified",
How do you create a Service for Quotes
We sell services that do not have reorder points etc. The services are sold at a specific price point and can be ordered in many units. How do I create a service that does not appear as a product?
Next Page