write % in a sentence
hello, i want write a sentence in my field of the CRM with the API. The sentence contain %. i try <FL val="Conditions de paiement"><![CDATA[30% à la commande. Le solde à la livraison]]></FL> but the API don't run, do you have a solution ? thanks you
Import - CSV-files not correct
Using Excel 2011 for Mac and save the CSV-files, the Zoho interpreter cant handle it. Any ideas of working Excel versions? //kristian
Could I have Zoho CRM syncing to 2 separate Zoho Support Accounts?
Hi there, Is it possible to have a single instance of Zoho CRM syncing data to 2 separate instances of Zoho Support? This may be useful for organisations which have subsidiary companies with different branding - so all CRM data could be kept in one place, but this could be synced to more than one Zoho Support account, so different companies within an organisation can have different branding on their customer-facing portals. Could I use the authentication ZSC key from a single CRM and sync to multiple
Would anyone else be interested in a Zoho Forum for UK Users
Whether it is changing date formats in Zoho Mail or CRM or getting the right reports in Zoho Books for VAT - is anyone interested in a) Persuading Zoho to create a UK specific forum or we set up something independent with Zoho approval
Barely legible font!
Could someone help me out?! For some reason I can barely read the screens of zoho cdm, the font is almost transparent! I have no idea how to change this, and zoho gives no support at all! No one answers phones or emails, I don't understand how this software is so famous, having such awful customer service.
Adding customised fields
The facility to add customised fields is not available for users who are setup as CEO administrator?
Calling contacts,leads, accounts, etc from my Galaxy S3
when i am on my galaxy S3 and i am on a website and touch a number, it automatically brings up my phone, ready to make a call to that number. Why cant I do that from the zoho website accessed from my galaxy 3?? Why would a service like skype and google voice even be necessary?
Outlook 2010 Email Attaching
I have downloaded and installed the Outlook CRM plug-in however when I open up Outlook and try to associate certain emails to the CRM I am not able to. I clearly see the add-in tab in Outlook and when I click on it I can also see the words "Send and Add to ZOHO CRM" however the words have no option to click on them. It shows as being faded and not an active link. Any ideas? I have read on this but havent found any real answer. Thanks in advance everyone!
when creating new contact in account pop. fields!
I'm looking at an account I want to add or create a new contact for that account A)give me the option to add a contact from existing list B)when creating new contact for that account populate the contact fields with the account information (name, address, web site, etc.) for me... dgdlux
New Module - fill out account and contact information
We have created a new module and see the potential, but, we have added the account and contact field to this new module and are having 2 issues. 1) When we populate the account and then go to contact, zoho crm should limit the list to show "associated" contacts, but this doesn't work. It does work in our "standard" modules that are part of zoho. How can this be enabled? 2) And, in this "new module", I am now scheduling activities but for each activity I have to manually set the contact even though
Displaying Task Owner in Open Tasks on Home Page
I have the Open Tasks list on my Home Page. However, it shows all Open Tasks, including those that do not belong to me. Is there a way to show only MY open tasks? What would be better is if I could sort by Task Owner.
Product Code
I manufacture food. Should I make a new product, every time I make a new batch of the same product and give it a new product code? Or how should I handle this? Thanks! Gery
leads versus potentials
what is the difference between leads and potentials? is a potential a qualified lead? otherwise they seem similar. Also how do I disposition a lead (won or lost) so that it no longer shows in my leads page? thanks!
How do to create a Contacts lists in Alphabetical order, by last name???
I've been trying to view my contacts in Alphabetical order, by last name.. I may be making the harder than it needs to be but the ZOHO CRM software seems a little out dated and very tough to navigate. Any help would be very appreciated! Jon@nwtree.com Thank you! Jon
How do I set up territories?
I am in my trial period for the professional version and we wanted to test out the territory function. In the user guide, it says to activate territories from the setup menu, but we don't see that option. Are we missing something? Or is the functionality not available to trial users? Thanks!
Creating a list for direct mail from contacts + accounts
Hi there, I have a question about creating a list out of contacts in ZoHo CRM. This is the case: We want to send all our clients and prospects a card. But, we only know who our clients and prospects are on account level. Obviously, these accounts have contacts in them, and it's these people we want to send these cards to. Right now I can make a view of all our clients and prospects, but of course then I get a list with only the company name and address etc. What I would like to get is a list with
How to show summary of ALL sales person's activitty by lead.
Want to track every activity/call or customer contact by specific sales person associated with each lead over time. So sales person A had 6 calls, 5 emails, 2 meetings with LEAD B during a specific reporting period such as week or month. Any help with this multi level report and summary?
Account details are pulling into new Sales orders - instead of Contact details
I have a question. When I am on the Contacts page and I click the option for New Sales Order: the Billing Name, Street, City, State and Code are being pulled from the Account associated to that Contact and placed into the new Sales Order. In my situation our contacts have different information from that of the Account they are associated to SO I have to delete all the fields that were auto-populated and fill them in with the information from the Contact. Account Contact (associated to the Account
Assistance: Need to Send a Group of Users a Certain E-Mail on the 27th of Each Month
I am sure the solution is simple, but I cant seem to find my brain at the moment. Here is the scenario. We want to send our paying customers an automated e-mail on the 27th of each month letting them know their credit card on file will be charged on the 1st of the month for their subscription. I have the e-mail ready, but cannot figure out what criteria, or exactly which zoho process I need to setup, or what to base it off of, to make this occur. Any help or ideas would be greatly appreciated.
API: Wrong Info Being Sent
We have a situation where a SaaS application is being utilized by our customer, lets call this guy Bill Smith. When Mr. Smith goes into the SaaS application and enters his client Jeff Bobo, then Mr. Bobo's first name, last name, and e-mail address are being sent to Zoho via API and replacing our customer (Bill Smith) information. Has anyone else run into this problem?
Lead, Contact, Potential, and after that?
Let me see if I understand this right... I have the Lead, I qualify it then becomes Contact, I finish up the details and then becomes Potential. So now in this potential I add the products I'm sending to him. How can I put a quantity of each product? How can I make them remove from the inventory? What should I do next? I want the info for the 30 closed potentials and what I have to deliver to them. Thanks! Gery
Zoho mail add on - use with gmail + number of email addresses included?
Hi, I was considering getting the Zoho Mail add on for our CRM. We have 4 users in the CRM, however we each use multiple gmail accounts (not Zoho mail). About 5 each. Plus each of our individual clients has a separate gmail account as well. We'd like to use the mail add on to track our gmail emails within Zoho CRM. This could potentially be over 200 email address though. (average maybe 10 emails per month per account) Just curious if this would work and what it would cost. Thanks in advance for
how to make a "referred by" custom field that acts like the "lead owner" field
Hi, We use Zoho CRM to power our real estate agency. We have a lot of agents who refer clients to us. Hundreds of independent agents. They do not have an account in our CRM because they are independent agents, not our employees. I want to be able to use CRM to know the name of the agent who referred a lead. The agent would be saved in CRM as an Account. So I can then run a report to see how much commission I owe each agent at the end of the month. First step is, how do I make a custom field to track
Contact syncing
I am trying to sync contacts from Zoho into outlook. I currently have 5801 contacts in zoho, all owned by me. The outlook connector tells me i is is syncing all 5801 contacts into my empty outlook contacts folder, but only 14 are actually downloaded. I also get a counter "adding 1 of 5801" all the way to 5801 but only 14 show up. I have tried no another computer with a different version of outlook and i get the exact same result. Any solutions to this problem? Thanks, Derick
Export contacts
Hi, where has the export contacts feature / button gone? Need to export asap. Please advise.
Disabling a User to view All Accounts
I've imported accounts from different sources. I'd like to know how I can stop a Standard User from viewing specific accounts. I've made custom views and in 'Who can see this view', I've chosen which user can view. But if they select 'All Accounts' they can see everything anyway. Please help, Thanks
Associate lead to a product
Hello, How could i link a product to a lead with deluge please ? I have one lead and i want to link several existings products to it with custom function. Thanks. Regards
Workflow doesn't work for "Create and Edit"
I have created a workflow having a custom function according to which, if a potential's stage goes into related contact's custom field. This works fine on Create(creation of new potential ecord), but if I choose "Create and Edit", it doesn't work. A workflow on Edit should work, it is a very basic functionality.
Attach Account Description to Contact
Is there a way to connect the Account Description to the Contact's of that Account? If so how? In the "Description Information: Description" box at the bottom of Accounts, we enter text that we'd like to follow into all Contacts that are part of that account. Similar to how the Address from the Account, pulls into the Contact. I'm hoping there's somewhere in the customization that allows you to connect/attach fields from other categories... Thanks, Carolyn
Customer Type
Where do I enter customer type e.g. project builder?
bcc my emails to Zoho
Is there the ability to blind cc my emails to Zoho so they are logged in as activity? I'm coming from Salesforce where I used this type of tool all the time. Would love to know. Thanks!
Sow the potential status in contact
Hello, I would like to be able to show potential names and potential status in the contacts related to the accounts who have a potential. This would allow our sales people to send easily email updates to potential according to their status. I undestood this could be achieved through creating a potential field in contact and a custom function. But what this custom function should look like? Thanks, P.
Linking a
Hi, I have designed my own custom module and have set up template email to send from it, but when I try to send the email I get the error message "unable to send mail as the lead does not contain an email address" I have a field on the custom module that links to the contact so should it not 'pull in' the email address from the contact details? Thanks jay
How can I add more inventory to my Sales Order form
Hello, On the sales order form, I can't find a way to put a "monthly Cost" to have the quantity in order to multiply it by total months in order to get the total yearly cost for the Sales Order. For example, i have someone who is buying 10 units per month at $300 per unit at a monthly cost of $3000 for 12 months which would make the Sales Order total $36,000. Can you help me with customizing this? I've tried going into products, but its no help. Thank you. Pat
Creating a time stamp when status is changed
Hello. I have a status field that I use as a workflow procedure with my company. I would like for Zoho to create a time stamp in the contact's record when the status is changed. Can you tell me how to do this please? Thank you!
ZOHO Membership
I have a membership site where i have people create accounts and are able to check on the status of those accounts by logging in. Is there anyway I can recreate something like that in ZOHO. If someone puts in information. Everytime I follow up or do something on that account it will let them know that I have reviewed the account and some form of action was taken. They can then log into their membership side and then view the information or changes that was made to their account. Is there anything
Custom Function Help
Hi, I need help with a custom function. This is the scenerio i would like to happen. I have a custom module called "Learning Consultants", these are my sales people. I record things like their target, actual sales, no. of leads and conversion rate. At the moment, i manually add up the actual from any invoices produced in that month for that sales person. What i would like to do is automatically add up the sub total of any invoice for that person in the current month and display it in the 'actual'
email
Hi, I am a new user and want to allow tasks to be emailed into our task management page. I have users set up but what email do I send it to?
Facebook Pages integration
I would like to associate leads with Facebook company pages rather than profiles of individual users. Is there a way to do this or is the functionality not available in the free version of Zoho CRM?
Making viewing contacts easier by having a skip sheet button at the top of the page and link to skip sheets without clicking one by on individually
The outlook plugin is not working and it took me to come on the forum to find out that ZOHO is working on updating it. Could ZOHO send out a mass email if they are updating some things so people are well informed that things might not be working correctly. Also, the customer support team I had on the phone told me to suggest this here as you wont answer individual emails but I have over 2K contacts. If we can only retrieve 100 contacts at a time, instead of just a single arrow which we might have
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