Does Zoho automatically detect duplicate account names, contact names, or email addresses?
Does Zoho automatically detect duplicate account names, contact names, or email addresses?
Converting Accounts to Potential...
I do not see the CONVERT box at the top when I try and convert an Account into a Potential..?
Boolean searches no longer working?
I have noticed that now we are on the new version of zoho CRM Boolean searches no longer work. Could be us doing something stupid? But it is causing us real issues when searching service calls order etc. Any help much appreciated. TVM Debs
Sharing leads with another person
Hi there, I'm a startup and have a list of sales leads I want to share with my partner. I'm using Zoho's CRM tool. I've created a Zoho account and imported our leads list into the CRM. I've also invited my partner as a friend, but clearly that is not the way to share the list. She just creates her own blank Zoho account. How do I share my leads list with her? Help I can't figure this out and I've been trying for awhile. Thanks, Kelly
Leads disappear...?
I am a Zoho newbie...after I enter info in Leads and Convert them to Accounts, the Leads 'disappear' and I can't find them..any ideas?
Report for email received in zohoCRM.
I would like to generate a report in order to know how many email have been received in my company. It is possible? Because I can generate report showing email send by my employe, but not received.
WANTED Ability to CREATE records but NOT SEE them
The current permissions configurations page for Profiles has one annoying flow which impairs the ability to set fine-grained permissions for a particular module, in which a specific profile can CREATE but not SEE records. If one tries to set permissions to CREATE a record but not SEE them once they are created, the system automatically check marks the previous 2 bozes: 1. The permission to See Tab and 2. The permission to Create a record. There are situations in which one needs a profile to be able
Best Way to Train Your Team With ZohoCRM
Hello, I am currently looking into the possibility of using Zoho for our companies CRM and I have a question for everyone. How did you train your sales team to start using Zoho? Is there any basic training available? Besides reading tutorials and playing around with Zoho, what are other options? Our sales team is very busy in order to try and learn the software on their own. I would like to hear how others have trained their colleagues and what method worked best. Zoho - is there any live support
Integration to Jigsaw.com?
Hi All: I have looked fairly carefully but was unable to uncover an integration from Jigsaw.com to Zoho CRM. Jigsaw.com enables free downloads via CSV, with CSV files preformatted to CRM solutions such as: Landslide, SugarCRM, Microsoft CRM etc. An additional premium account can be secured to integrate directly without CSV to salesforce.com. Is Zoho CRM thinking along those lines? - speyside business consulting
Setting up automated tasks / call list
Hi - just switching to Zoho from an archaic system. One thing I was able to do, however, in this old system, was quickly set a followup date, and the system would display a list of contacts on that date. For example, I leave a voicemail on 3/5, note it, and set the calendar to 3/12. Then on 3/12, this lead, and all other leads appear. Should I be setting up a workflow? What field would trigger this? Thanks in advance.
Can Pulse update when new emails are attached ?
Were finding it difficult to get a accurate picture of which contacts are hot, it would be an excellent feature if the pulse would update when an email was attached to a contact just like it updates when a note is attached, so our users can see who is in contact with who, and what the current conversation is about is this already available ? if not is it planned ?
Add files to Accounts via email
Hello, Can anyone tell me if there is a way to add a file to an Account in CRM via email i.e. an individual email address for each Account that will accept an email with an attachment and then add that attachment to the Account. The scenario is something like this. We use another system to produce invoices (not a finance system, it is an operations system). The invoice process creates 2 files - a CSV which is used to update the finance system and a PDF which is sent to the customer. I was looking
Sync Contact with Google - what will happen next?
Hi, I had 2-way sync configured and all was working well, too well all my personal contacts ended-up in Zoho (my own fault). We have now decided to only do a one way sync - Zoho -> Google so all contact updates will be done in Zoho and then pushed to Google. Now we are configured this way, what will happen when I delete my personal contacts from Zoho, will the delete be pushed through to Google? How can I delete my personal contacts from Zoho without them being deleted from Google also? Thanks
Custom View Help - Contacts by most recently modified - HOT Contacts
Hi, I would like to be able to sort my Contact list by the most recently updated, i.e which contacts have had email conversations / notes recently etc . Unfortunately it seems that your modified by/ time fields only update if the contacts personal information is changed. is it possible to get this to change on upload of an email/task/note aswell ? Kind Regards Tim Harrison
Major problems since new Template
Hi all, Are there more people who are experiencing major problems with the new template and Zoho CRM? We are having problems with empty offers and invoices, prices differ from products and offers, clicking on a relation shows a wrong one. In fact, Zoho is not working for us, but against us right now. We have complained about it and really want the old layout back, because it was working just fine. But the answer we got was 'no, cannot change back to old template'. This is really problematic! Please
Microsoft Word ERROR when using Zoho CRM Mail Merge
Hello when trying to connect MS Word 2010 to Zoho CRM via the published Office add-in ($3/mo/user) - we are getting the following error (image below). I am testing Zoho CRM for a magazine article concerning mail merges, so it needs to work seamlessly. If we click "yes" to running scripts, the connection is made - but the application does not respond correctly (unable to add merge fields... unable to save... etc.) . If we click "no" - then the connection is aborted. I need this to work
phonebridge + Asterisk 1.4 issue
Hello, I did not arrive to do a call with zohocrm and phonebridge. I always have the same issue. Someone can help me? Executing [067336XX60@appel-sortant:1] Set("SIP/210-00771d50", "DIRNAME=2012-03-04") in new stack -- Executing [067XX68060@appel-sortant:2] Set("SIP/210-00771d50", "FILENAME=2012-03-04/EXT_210_2012-03-04_23:19:24") in new stack -- Executing [0673368060@appel-sortant:3] Set("SIP/210-00771d50", "OUTPUT=/var/spool/asterisk/monitor/2012-03-04/EXT_210_2012-03-04_23:19:24") in
Is there any documentation on using Web Hooks?
Salesforce has this feature. I'm trying to locate the Zoho CRM analog. 1) User creates a contact 2) OnCreateContact -> Call my web service on my server in my domain Why? So that we can, in real-time, simultaneously setup a contact in our backend systems for some ancillary services.
How to call custom script for Zoho
How can I create a custom script in Zoho CRM that can be called on an action (such as a workflow rule or on creating an account)? For example, I'd like to create a new folder in box.net when I create a new Account in Zoho CRM. I need to make a call to the box.net API (REST / SOAP / XML call) to do this. Can this be done and how? Regards, Andrew
Migrate calls in to ZohoCRM
When I'm trying to migrate completed calls, it's displayed under Opened Activities. But I need to see calls under Closed Activities. Anyone faced with this. How to fix this case?
Python API bindings for Zoho released
Hi, We have created Python bindings for Zoho API. They are specifically Zoho CRM in this point, but base classes are general enough to be easily expanded to cover other Zoho APIs as well. The bindings are released as an open source Python library: http://pypi.python.org/pypi/mfabrik.zoho Bindings are intended to use for machine-to-machine communication and will work with any Python web framework, like Plone, Django, Google App Engine. Features Creating Zoho API session a.k.a ticket Extendable API
Column Width
Hi, I'm a new user to Zoho CRM and must say I like it... :) However I have some things that bugs the crap out of me and the main thing is that I can't find a way to adjust the columns!? As for example, layouts. On the startpage I've created a module of open activities. And for that activiity I've chosen to add company name a long with other information fields. The problem is that the company field is so narrow that the field turns into 2- or 3-rows.. :/ How can I prevent this? I wish to adjust the
Workflow Automation- Field updates
It would be awesome if I could apply more than three field updates per workflow automation rule in Zoho CRM. I'm a real estate broker specializing in short sales, and have changed my contacts module to be my files module. I have over 10 title/escrow companies, 50 banks, and 1000 real estate agents that I could possibly be filling in information for, and it would really save me a lot of time long curve to be able to have their information auto-fill. I'd really love to only have to make one workflow
Sending emails from a list of contacts in a campaigns
Hi want to do a mass emailer to a stack of my customers, i've set up the template for this but what i want to do is first select the contacts from my contact list and add them to a campaign i've created once they're there i then want to be able to at once send them all the same email. So basically i want to track the contacts i've selected for this mailer using campaigns? I can't see how you do it, i can see how you assign contacts to a campaign but you can't email them from the campaign. any ideas??
Zoho Crm View Enhancements Not showing
Hello, I have e-mailed tech support and tried calling about the new view enhancements not visible in my view maybe half of them are there can someone get back to me today contacted support yesterday. I really need this resolved it was working but on Tuesday it changed . Regards, brabago
Purchase Orders in the Quotes module
Is there a way to show related Purchase Orders in the Quotes module similar to Sales Orders, Invoices, Attachments and Emails?
Zoho CRM Calendar and Contacts Sync with Zoho Mail Suite and Outlook.
Hi, We currently have Zoho Mail Suite and Zoho CRM. We love how the Zoho Mail Suite incorporates everything in one dashboard. The only problem is, We also have 2 independent calendars. Our company doesnt need 2 calendars because it will be more confusing. We only need one. We want to use the Zoho Mail Suite's Calendar and Contacts list for our company so we will see everything in our "Dashboard". Scheduling is also important for our CRM Calendar and Contacts. To summarize everything, we would really
Issue in importing Potentials, Account field does not show up while import runs fine
Hi, I'm trying to import Potentials into Zoho. The import of Accounts runs fine. The import of Potentials too, except that the field "Account Name" is not populated. The account indeed exists and the import runs fine (no error message of missing field... while Account is a mandatory one). I'm confident that my XLS are correct, I mean "Account" in one is spelled exactly as "Account" in the other. I've tried both XLS import and CSV import (migrate data from other CRM), with Chrome and Firefox. Any
company hierarchy
Our company currently has 2 staffs using zoho crm (free users), and we would like to add a third to the group. But the third staff, I want her to be a limited user only (cannot delete or access certain information). I heard that paid users have this function, is it? If so, do we need all 3 users to be paid users, or just the 3rd to be paid user and 2 free users in order to do that? thanks
how-to make annual quotas?
i have all 4 quarters of my sales teams quotas entered - how do I make a forecast that has all 4 quarters rolled up in to 1 annual goal? I would like to see our progress towards our annual goal as well as just the monthly / quarterly goals. Thanks in advance!
Search/filter contacts by "letter sent" between dates
I'm new here, trying to use the tool effectively. Recently I sent letters to a group of customers, and marked each as having completed the task, with the subject "sent letter". Now I want to make followup calls to each of those customers. I thought that would be straight-forward, but I cant figure out how to construct a filter or search for: Give me customers with: Task "sent letter" complete Task completed between "2/20/2012" and "2/25/2012" Can you tell me how to do that?
Zoho CRM and Google Contacts Sync Not Working
Hello all! I've been stumped by this issue since last Friday. I've setup Zoho CRM (Professional edition) to sync with my Google Contacts (Google Apps for Domain). As far as I can tell the Google ID is the right one. I've also checked the Zoho CRM app in my Google Apps domain control panel and all the permissions are green. I've re-read the corresponding wiki page (zohocrm.wiki.zoho.com/Synchronizing-Google-Contacts.html) line by line. I've erased and re-created the setup 3 times now but absolutely
Can someone reccomend an affordable ZohoCRM consultant that can help us modify our zohocrm?
Our immediate needs are to update our Sales orders, PO's and quotes but we're looking for a long term partner to help us manage our CRM. We would like to pay by the hour and preferably someone who operates on US time. Please e-mail me at greg@stormchambers.com or call 571-216-9741 We would love to hear from someone this week if possible.
one click 'send task reminder' for Zoho CRM
We have assigned tasks to team members. They have not done the tasks. We want a way to click ONE BUTTON that will send a reminder of the task to the assignee... as it is we have to click edit, send reminder, close etc. Zoho CRM should make it easy for sales managers to manage their teams... as it is we have to click click click to get simple tasks accomplished. A real pain. Please, one click reminders for tasks!
Google contacts sync gone crazy
Hi, We recently set up the Google contacts sync, to sync the contacts that we have in Zoho to the three accounts that we have linked to Zoho. It was working fine to start with, but it has gone a little crazy. We have ended up with 17000 contacts in Zoho, with some contacts having up to 50 duplicates. I dont want to delete all contacts and re-import, and I can only merge 3 contacts at a time (which would mean it takes a VERY long time to sort out). What is the best way to proceed with this? I want
Sync ZOHO CRM Events (ZOHO CRM Calendar) with my android device
Good morning, I need to know if is possible to sync my ZOHO CRM Events and task with my Android Device. Buy Buy
I challenge you to explain how to enter the following search query!
Any database worth its salt would allow the following query: "All brokers or bankers who are interested in real estate, and live in Colombia" But this cannot be asked in Zoho CRM. The search expression is simply not available.This is a very simple query. The ability to query the data in this way would be very easy to code. Why wasn’t it done? No examples of search expressions! And there is simply no explanation, anywhere, of what search expressions are possible in Zoho CRM. We have data. But Zoho
Registros de ligações
Boa tarde! Poderiam me ajudar: Gostaria de saber, se tem como eu filtrar registros de ligações. Exemplo: ter um relatorio com todos os clientes e seus últimos registros de ligações. Aguardo ajuda!! Obrigada
Hubspot users?
Hi! I'm looking to connect with someone who uses Hubspot and integrates it with Zoho CRM. Anyone out there?
Quote template - zeros for defined fields
Hi, I have an issue with quotes templates. Even though I have defined the ${Quotes.Discount} ${Quotes.Tax} in the template, added the discount and tax while creating the quote...yet it renders zeros. Please, see attached image for a better explanation. I'm I doing something wrong? or is this a bug?
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