Macro only in Contacts - what about other tabs?
Would love to see the "Run a Macro" option for other fields, other than Contacts. Most specifically, under Quotes and Invoices, since the majority of our functions are derived from these tabs.
Calls per day
How I can build a number calls per day board?
Rights for a team of tele-prospecting
I have a team of tele-prospecting works on the leads and contacts managed by the management agency. The team of tele-prospecting accounts for all sellers in agency Activities captured by the tele-prospectors are not visible by the agency principals. How to organize the rights to allow this visibility? Thank you for your track. Annuler les modifications
Criterion change
Hi, Can I change the revenue column in Potential and Account page to some criterion and generate report based on that. thanks
Alarms in CRM Mobile
Is there any way to create a timed reminder or alarm or popup notification for a task or event in the iPhone app version of the CRM? It seems like a pretty basic and elementary function to create some kind of reminder of an event at a specific time, but the only option for receiving any kind of notification for an event created from the iphone app seems to be an on/off switch for an email notification, and it seems the email is generated approximately at the time the event is created. If it's something
Is There Another Way To Login Zoho CRM
To get into the CRM I find that I have to login at the zoho.com page and then click the crm button and then wait while the software redirects me. Is there a login page directly into the crm application?
Display Company on Iphone
Is there any possibility to diplay the Leads by Company. I need to search by company and not by people
hyperlinks in text fields / text areas
Instead of plain text I also want to add hyperlinks to webpages, just any kind of URL, for example in lead notes I can do so but the hyperlink text is not decorated at all, now underline, now specific coloring, nothing. I have to manually recognize the string as a hyperlink, explicitly select the entire string, right-click and then chosse "go to ..." (this URL). That's pretty clumsy. Is there no easier way of inserting true hyperlinks, like in (m)any other applications?
Email template sender
Hi there, I am using the Mail add-in and Email templates to send an email to a contact via the "Send email" link in the contact page. There are users "service" and "joe". I am logged in as "service" (cannot log in as "joe") but want the email being sent from user "joe". I have also specified in the email template that it should send it out from user "joe". The email gets send out fine but the sender the email recipient sees "joe@mydomain.com". I want it to show "Joe Doe <joe@mydomain>" instead. The
Re-ordering user created views in menu
Is it possible to change the order in which user created views appear in the dropdown / picklist at the top of a tab in zoho crm? I have set up some custom views for the leads tab but want to change the order in which they appear and can't figure out how to do that
Zoho support, please help!!! I need a beta version of the MS Office plugin for Word 2010! Please!
Hi guys, I am under fire from my organization for selecting Zoho CRM without compatibility with Office 2010. At this moment I am the only user that can use mail merge functionality with Word, as I am the only user in my office still on 2003. No one else can use it. It is critical that my sales team can use mail merge and Zoho writer is not stable enough or compatible enough with our Word templates to use. Here are my options at this point: 1. Uninstall Office 2010 for my entire organization,
Help- Information missing from closed tasks
Would someone please help me. I am in putting data into my leads and have noticed i have original data missing from previous phone calls. What has happened and how can i get this back?
Merging Lead Data into Newly Created Lead Field
I currently have too many options for my "industry" field under my Leads, and want to condense it down. I want to be able to merge my previous industry options into my new industry options, so that I do not have to manually update all of the industries for every single lead. I've been told this is possible but cannot figure out how.
When logging a call in activities is there a way to link multiple contacts?
The title says it all... I would like to be able to list multiple contacts under a call because I frequently do group calls.
Attached multiple emails in one go to potential and/or contact
With the Outlook plugin for CRM can you tagged multiple emails to be added to a potential in 1 step ... rather than 1 by 1 .... this help if you are busy and do not get time to add emails to potentials a t the time of sending or receiving the email regards Peter
email template sender name
i created an email template for web-to-case Form email notification. i selected a particular user's email address in From field. it works well. then, i want to set name for sender email address, something like "Steve Jobs" for sj@abc.com, but do not know how to do it. is there any solution?
Zoho Support <> CRM Integration - is this thing on?
The Zoho Support integration allows your sales, marketing, and top executives to view and monitor customer support tickets right from within your Zoho CRM account. We've finally figured out the integration. Let me tell you, it wasn't easy. Paying for users, enabling access, plugging in ZSC keys! Zoho, this cross product integration needs work. But we're done! I am certain, I see Zoho Support integrated successfully. But under Leads, Contacts, and Accounts in Zoho, I've got nothing new (and we've
Learning how to use Zoho
I have been using Zoho for about 5 months now. The challenge I have is that I don't think I using it to its full capabilities. Is there one place I can go that will teach me how to use the product and it features. Most of the videos that I have found tend to be more salezy tell me what it can do but not how to do it. I feel that I'm wasting a lot of time searching on how to do things. Plus it could be doing a lot more for me but "I don't know what I don't know". Any Suggestions?
Is anyone working with multiple organizations?
I own an LLC that has two different DBA's associated with it. There is some crossover between clients from Company A to Company B, and vice versa. I am curious if anyone else is in this situation. If so, do you have two separate Zoho accounts or is there away to keep it all in one database? Thanks! Trish
How to Sync Google Apps Mail?
I have free edition of Zoho CRM with add on mail. In settings/subscription manager I have zoho mail enabled In settings/ apps and addons I have "this email account is already configured" But there is no updating of email field for contacts, leads, potentials in the CRM How can this be fixed?
Importing Contacts; is an Account created automatically or do I need to create the Account first?
I'd like to import all the our Contacts, some of which are associated with an Account. Do I need to establish the Accounts first, and will Zoho somehow match those Accounts with the Contacts, or will Zoho create an Account if I state an account name while importing? On a similar note, what's the difference between importing as; Import My Contacts Import My Organization Contacts I'm assuming that I should import all my Contacts as 'my organization contacts' (even those that don't have an account)
Carbonite
Hey all... I back all my files up on Carbonite. I have an iPhone where I can access all the files, is there a way to link the ZOHO CRM with Carbonite to access files similar to Google Docs or Zoho Docs? Thanks!
Multipe criteria in searchCondition : (Phone|=|<TN-1>, Home Phone|=|<TN-2>)
We need to search all phone fields of a particular CRM object in a getSearchRecords call to API. Please help.
How to retrieve Zoho CRM Metadata?
How to retrieve Zoho CRM Metadata?
I can't upgrade from demo to professionnel Plan
Hello, That I can not connect to my company's CRM, despite repeated invitations from my colleague administrator ... I remain indefinitely on the demo? Can you help please? Thank you for your feedback. cordially Alexander
LEADS MODULE: Handling Leads with Chains
How do you input leads that are part of Chains so that you can group them under the overall Chain? It's easy to do under ACCOUNTS, but what about LEADS? For example: I have leads for 15 convenience stores in a state and it turns out that 6 are owned by the same parent company. I want to enter all the leads so I can track activities with each location as well as the home office. Ideally, this would create ACCOUNT - SUBACCOUNTS when the lead moves from LEADS to ACCOUNTS so we don't have to reconnect
Mails from removed users from Zoho still available in Zoho CRM?
Before I remove a user within Zoho Mail I want to know if the emails are still visible in Zoho CRM? Has someone experience with this?
CRM w/ Google Apps Integration
We've integrated our google apps business account with the CRM so that when I send emails through the CRM it comes from my work email. After sending the email it shows under a contact's profile in the Email section as "sent". However, how do I document a received email? It looks like it doesn't automatically populate in the same section area as "received". Also, I don't see a way to manually add an email. Am I missing something? TIA!
Custom field
I would like to create a custom field that appears in Leads, Contacts, Potentials and Accounts. When the field data is changed or updated in one of four areas areas it updates all of the others as well. Is that possible?
Activities not being recorded
Hello, I noticed since today that activities (both tasks and even email templates) do not appear in a Contact's history anymore. Is this a system-wide issue? I've tried logging out / in, refreshing etc. Kenneth
Setting up email alert on Cases
I want to setup a workflow alert to send an email to the customer on a case so they get an email when the case is created or updated. I don't see a way to select the Related To as a recipient for the alerts. Help!
Customization settings not being updated in Add Account
Hello, Changes I amke in customized are not "sticking" when i try to add contacts. for example, i chnaged the "industry" settings to the below: but if i try to add account it has the old drop down list. this is quite frustrating. i have logged out of zoho, and chrome multiple times and every time i log back in, this is not being pickd up, though the settings have stuck in the customized settings link. can this please be fixed asap? thanks, james
Price book list price
Hi guys, I have searched the forum and help pages, but did not find any information with regard to the following: I am looking for a method to bulk update list prices in a particular price book. With the knowledge available to me at this point, it is only possible to manually enter the list prices per product, instead of performing an update through for example an excel sheet. Hope someone can enlighten me. Thanks. Regards, Jay
Copy Address from Account to Individual (and back)
Cool feature you already have - copying an address from "mailing" to "other" in the Individual or Account detail views. Also when a new individual is created under an Account, the contact info translates to the new individual fields. How about a button which drags contact information (at least address information) from the Account file into the Individual file and vice versa? Copying phone numbers around wouldn't be bad either.
Custimize Contacts section in Accounts View
hello, under contacts in the account edit page, you see email, fax etc... is there a way of changing this? i want email, phone number and job title ideally, dont care about fax. If I can get the free version of this site up and running, i will upgrade to the whole company and things like this are necessary for that. thanks, james
Web to Lead Form Troubleshoot
I am using the free version of Zoho to check out how the functionality works, and there appears to be a slight hang up on the web-to-lead form functionality. the page I'm working on is http://beta.eduglobalstudies.com/?page_id=40. When I submit the form, the form does not enter the data into the Zoho account, and it does not redirect to the Thank You page. Any idea why this could be occurring? I did make some custom tweaks to the form, but nothing severe that should have messed up the form. Any
mass email help please
Hi I am trying to separate all my contacts that I have not yet had any email communication with. I tried to filter by "send on" but it never finishes generating the contact list. Any suggestions on how to separate my contact and create a list of contacts that I have never had any email communication with? Thanks!
Open Activities
I wish the activities were more detailed. It doesn't make any sense or help me at all when I click on the activities tab to see what open activities I have and it provides a list of the open activities but does not give any detail as to what potential the activity belongs to. Therefore this features does me no good if I am unable to complete tasks specific to an account I am working on.
How to convert clients into providers.
After importing my contacts, I realized that many of them are not clients but they are just providers. Any suggest on how to handle the matter will be appreciated.
Contact Conversion to Lead
How do i take a person I have as a contact already, and move them into the Leads field? So i can assign them to a salesperson. I am new to the system.
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