Question about CRM and Invoicing
Hi, Part 1 Invoicing: Please answer in-line I usually create invoices using Office Word because I can fully customize it anyway I want, but it is a waste of time. Please answer these questions in-line to help me decide on your product: 1- Can your Invoice Template be customized further to add different columns + rows? My invoice has the COMPETITORS PRICE column in addition to the YOU PAY column showing different prices and different totals (see attached). 2- Can I display the total of each (COMPETITORS
Do not how to integrate code
I am not technician and do not know any technical thing.. Please show me how to integrate your service.
CRM-Opportunity Scoring with Data from ZoHo Campaigns
Hi Guys, I would like to do the following but I am not sure how. I would like to send out Newsletter-like Email Campaigns to our Prospects via ZoHo Campaigns and automatically add the information about if a link in the email was clicked back into the CRM to the corresponding Account (or Contact from that matter). This way I would like to score our Opportunities, so we can make the most of our time by speaking to Prospects which are likely more interested in our product (assumption based on then
Mass update multiple selection field without losing previous selection
I have several multiple selection fields to keep data about our contacts' interests. When we do a seminar we may have to update 100 contacts with a new interest. I think that all mechanisms to mass update a multiple selection field (mass update from a view, spreadsheet import) would erase the previous selection. Is there any way to mass update a multiple selection field respecting the previous selection, adding new selected options without unselecting the previous? Thanks.
Search field for products in the inventory modules.
How do I change the sort order in the search field when I create a quote, sales order, or invoice. The current search options do not have a logical sort order.
Viewing emails from other uses for a particular Lead, Contact, or Opportunity
Within Zoho CRM, for each of our leads, contacts, and opportunities there is a section called Emails. In this section if you select from the drop-down a particular user from our organization, I (as an admin) can see the emails sent to/from that contact with our particular user. For some reason the list of users from our organization is less than the number of actual users and so I don't see everyone I'd like to in order to have visibility into the communications and customer interactions. Can
"missing method or missing parameter converters"-whats this mean?
Im trying to create a new event and this message pops up. what does it mean?
Having problems batch uploading tasks
Hi, We are experiencing some issues when batch uploading tasks from our previous CRM system. Namely, contact name and account name are not being identified in the batch uploaded tasks. The tasks are created just fine, but the contacts/accounts field does not populate, even though these references have already been created in the system. Anything you can share to help us move this data into Zoho?
Mass email limitation
I have a list of approx 850 names in Zoho and want to send a Mass Email to all of them. When I used an Mass email with a template last month, ZOHO responded that they sent 250 emails only. We are a non profit and want to mail at least 750 contacts Is their a way to do this at the cheapest option as it is a real hassle to upgrade to $12 then downgrade all the time? Kind Regards Oresti
Inside Sales Best Practice
We are a long-time user of Zoho CRM, but are about to expand the sales team to include Inside Sales. The inside sales role will include dealing with inbound warm leads as well as outbound prospecting. Is there any formation available for managing these processes using Zoho CRM, including how the sales people would use Zoho, metrics that can be captured and reports?
Files- Not converting Leads
Hi! The files in the Leads attached are missing when converting them to Other Sales Records. How can we solve this problem? Regards.
Data seems to have disappeared
Hello, I really hope this is a quick interface problem that can be fixed and not a problem with loss of the data: As of this morning, on the list pages, the titles of the relvant records appear in the list, but when I click through to the record detail page, no data appears. Nothing. No contacts, leads, accounts, tasks. Nor do any related lists appear. I assume this has something to do with the maintenance you did over the weekend and that the data is in there somewhere but unfortunately, until it's
Fetch attachments from Case
Hi, How can I fetch attachments from case id? Thanks!
Import and export contacts ?
Hello I would like to know how can I import comments for a prospect and how can i export new comments from Zoho ? Merci ! :)
Cobining mutiple data fields inot one during Zoho Import
Is the above possible or is it just one-on-one? Trying to figure it out, but can't see an option to, for example, combine 3 address fields into the 1 Street field in Zoho at import time.
Attachments in Potentials not available to add to an email
I uploaded an attachment to a potential and want to log an email where I submitted it for consideration. Why does it not show in my library? Thank you, Kevin
Email
When I send an email from CRM, what email address appears to the recipient?
How do I change administrators?
I am trying to change the administrators on the account. The person listed is no longer with the company, and I can't change the email addresses available on the Edit Company Details because it's only a dropdown box. I went to a different page to try to fix it, but there is no option to deactivate the employee who is no longer with the company, nor change the email addresses to current valid ones. How do I do this?
Integration of Zoho/SalesIQ with ZohoCRM and ZohoCampaigns = not simple, needs simplification, hard to get working
I have been trying to get a ZohoCRM, ZohoCampaigns and ZohoVisitorID (SalesIQ) system ensemble integrated for use with our small company's emailing outbound work and site visitor tracking as well as content marketing (asset) tracking of downloads and fulfillment. all this should be appearing in CRM as I understand it, but we're having a very rough time figuring out how to get it all to work seamlessly, where to include what code to make things work, etc. Where is the support for this integration?
Appointments , Call , Task
Not sure if this is a feature of ,or add/on for , Zoho CRM but it would make the CRM much more complete . I would like my webleads to be able to schedule an appointment/call/meeting from a calendar that show my available windows. Then add it to the contact details , my task , call etc - There are dozens of apps that do this but none that i can see that sync with ZohoCrm - I really would like to keep everything in 1 place Any recommendation or do you have this feature hidden away somewhere
Adding users and Changing permissions
In the paid CRM, if I add users will they be able to access the leads that are already in our CRM? We have many leads and want the new users to have access to them but not be able to necessarily manipulate those leads. And also be able to add their own new leads.
I can't save notes to Contacts
Hi, I am unable to add notes to any Contacts, whereas other users can. All users are classed as Administrators, so I would have thought I should be able to change / add everything? Many thanks
Changing the Lead Conversion behavior/screen
When converting a Lead to Contact, is the offered screen changeable? Also, when creating a potential at that stage, is it possible to define another field rather than Account or Last Name into the Potential Name?
MISSING DATA ! URGENT
I have just gone into the company database to update and add information and there is missing information on activities - I keep a log of everything uploaded on CRM and date input - there is missing information from 2 years - we use this information to pull data and reports - this is very worrying please advise urgently.
Why are the feeds empty?
Dear readers, WHEN I add a new item into the feeds I do not see the message that I have written in my own feed BUT My colleague #1 sees the message AND My colleague #2 DOES NOT see the message WHEN Colleague #1 adds a new item into his feed I do not see the message he has written BUT My colleague #1 sees the message AND My colleague #2 DOES NOT see the message Who can help us debug the issue Abdelkrim BOUJRAF http://www.amia-systems.com
Where has my Mail tab gone??
Where has my Mail tab gone?? Can find the folder for the mail. Any help?? Jeremy.
Remove inline styling from Web Integration Form
I love the idea of CRM/Web integration - but for the life of me, I can't find the option to remove the inline styling from the source code of a web-integration form and let a site's CSS take over. Is there a good reason why this isn't at least an option if not the default? Maybe I'm being unreasonable, but there's this thing called CSS that's on every site that exists for handling this. When you use inline styling - you negate CSS. Bad dog, sit! The only reason I want to rant more is that when
Mailing Labels directly from Campaign
It seems that in Zoho so many things have not been fully thought out and require work around techniques... here is one of them... I am sending out Christmas Cards to Customers... I have taken the time to create a Campaign so I can refer to it later... now, here is the work-around to get what I need. Very sloppy, but it works: Go to the "Campaign" On the "Tools" (gear up top) go to the "Related List Columns" and choose the fields for: First Name Last Name Company Mailing Street Mailing City Mailing
Is Pulse included in CRM Professional Plan?
Hi guys, just purchased the professional edition for our company to start with. In the Feature/Plan overview it says Pulse is included in the professional edition (limited to 100 follow-ups per user). https://www.zoho.com/crm/help/erutaef321.html#pulse However I do not seem to be able to activate Pulse, even though I did follow the instructions: https://www.zoho.com/crm/help/pulse/activate-pulse.html I don't seem to be able to access the pulse checkbox in Users/Permissions... What am I doing wrong?
Attached files
I have files attached to clients accounts and I can not open them now, nothing happens, what am I doing wrong?
Enterprise and proffesional
So we are considering rolling ZOHO out company wide. HOwever we are trying to figure out what editions to use. The pricing for enterprise company wide is to high for our considerations, however only 2 people truly need the enterprise tools, such as custom modules. Is it possible to only have the administrators have enterprise, and then have all other employees operate on professional and just use what I have created, but not have the capabilities of the enterprise edition? or do all members need
Adjusting/Changing Sales Order #
Can this be done or are we stuck with this enormous generated number? SO alone generates 16 digits
I want to call a web hook whenever we add or update a note to a lead/potential
I want to sync the Leads/Potentials notes that are created or updated to my server using web hook. Any Idea on how to do this
Setting a task for a given time
Hi I must be missing something so apologies. I have a list of calls to make so have set task for each lead to call. No problems there. Now one lead says to me "call me back at 10:00 am on Thursday" How do I do that? The only way of doing that I can see is to set an event? Is that correct. An event is time based and a task is not? Come to think of it why cant you have just one definition and it either has a date or a date and time. Even having a date is unnecessary as you could set a unit of work
Importing Leads to Zoho
Hi, While importing leads to Zoho, it throws a weird, 'rows cannot be more than 3025' message whereas my .CSV/XLS has only 500 rows. Please help. Nishen
Role specific fields and layouts
Is there the option to show different fields and layouts in the Lead, Account and/or Contacts based on your role. Meaning, that different fields would show for different roles. Thanks!
Lead Status Default Status
Hi, I am wondering the Lead Status by default was always "New Not Contacted", but how come lately it has been changed to "Burnt", this is so troublesome, it made all the leads I entered yesterday as BURNT because all the while I never do changes as by default, it is "New Not Contacted", how can we change it back? Thanks.
Send email Pop-up
When I click on Send email. The pop-up appears but normally My screen must be the email editor but no, it is still at CRM Page. Please check this
Introducing searchRecords, getModules and getDeletedRecordIds Methods
We are happy to inform you that recently we have added the following new methods in Zoho CRM API: searchRecords getModules getDeletedRecordIds For more details, please read Release Notes. We hope that you find these new methods useful while integrating your applications with Zoho CRM. Please give a try and let us know your suggestions and feedback. If you need any help, please don't hesitate to contact our support or post your request in Developer APIs forum.
ACT to Zoho Migration Challenges
I am trying to migrate ACT! to Zoho. I can bring in Accounts and Contacts and they link together. I can also link Notes to contacts. I can not seem to import Activities, Potentials and History to link to contacts or accounts. Does anyone know the correct ACT! fields to link them upon import? Thank you for your help.
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