Zoho Plug-In for Outlook
I downloaded the Zoho CRM plugin for outlook, and it is not active. I cannot seem to get it to actually funtion. Help?
Setting up SAML SSO to Zoho.
Hi, We recently started an Enterprise Trial for ZohoCRM. One of the things we would like to validate if SAML SSO from our Identity Provider. I had a look at the following link [https://onelogin.zendesk.com/entries/237864-Configuring-SAML-for-Zoho]. However, I am unable to locate the SAML SSO settings page after logging into ZohoCRM as administrator. I did not find any "Control Panel" option in Zoho CRM UI. Please can you help guide me to the SAML SSO settings page. Regards, Eca Connector.
Show summary of all activities for a specific lead by lead owner?
Show summary of all activities for a specific lead by lead owner. Want to know how many times and when the lead owner contacted, called, emailed or otherwise made contact with a lead/prospect. Over a specified time period/week or month etc. Seems like this should be obvious.
importing and duplicating repeatedly - URGENT
I'm importing several lists of leads and have started with the shortest one which is about 50 names. I am assigning the leads to one of three people in rotation using their email address as indicated in the notes. When I complete the import - the first three records are the only ones that show up and they show up repeatedly for a total of 51 records!! I need to complete this today as people are waiting - I sent two emails to support but don't know where they went because I can't find them. Hoping
Need A Zoho Manager
I own a business. I like Zoho CRM, Project etc I dont have time to manage, integrate,creator,invoice etc. Need and expert who is interested in assisting on demand. thx Charles
field that is not mandatory still require data
Hi In both Leads and Cases modules, fields that is not mandatory still requires data before saving. In cases, if not the email is filled, there is a popup with message that it had to be data, and in the leads module, Webbsite are required. I have looked in the layout in settings, and this are not mandatory! How can I get rid of these popups? BR David
How to create custom fields in Free Trial version
Hey, I am creating and customizing new Zoho CRM account for one of my clients, I do not see buttons on Layouts Customization page as it is in my other Zoho CRM account.
CRM to Project integration
If I want to set up a trigger from the CRM system to create a project when a certain field is filled, can I only do this through custom functions? If so, do all users need to have the Enterprise license?
CRM integration with Zoho mail and Cal
I there a way to integrate the Zoho mail Calendar with CRM. I am trying to sync to a google Calendar 2 ways and it seems it is not working as described. I can create items in CRM that will be synced to Zoho Calendar, but I am unable to create in google that will sync into the CRM. I have the ability to add different Calendars as ical format into Google, that at least shows the calendar. As for 2 way sync from Google or Zoho Mail calendar I have had no luck. Any one else had any luck? If I am
Cannot Find Zoho Mail Add-On in my Apps & Add-Ons section
Need a little help because I Cannot Find Zoho Mail Add-On in my Apps & Add-Ons section... Please look at screenshot attached... my e-mail is: info@thegreensideagency.com
Required Fields - Potentials
Hello I'd like to remove the "required" status on our Potentials area (Closing Date). The system won;t allow it but it must be possible. Please advise. Thanks dsmacdonald
I am missing the Amount field for Potentials. Help !
I've looked everywhere. I've tried everything. All the documentation says that there is a field called Amount that you enter the Amount of the potential into. I however do not have access to this field. It is simply not there when I convert a lead to a Potential or when I add a new potential. Therefore the Expected Revenue from a close remains at Zero. Does thins sound familiar to anyone? Please have mercy on me and offer a suggestion. Check out the attachment if you don;t believe me. :-) Thank you
Where in Zoho CRM option that allow me to set reoccurring reminder if customer was not contacted let say for last 7 days?
Thanks
Starting with Zoho CRM
I would like to understand how to use Zoho CRM in efficient way. 1. I'm using my company imap gmail account (mail@xyz.com) as a primary mail provider. What are the option of integrating Zoho with Gmail so every communication is nicely tracked by Zoho and available for review under customer profile? 2. Can I add formatted signature (custom font, color, company logo, disclaimer) into Zoho mail? 3. I have a big client list to whom I routinely send informational emails (same email to everybody, name
Should CRM USERS also be in the CRM as CONTACTS?
what is the best practice? should I set up an Account Record for my own company, and then set up the users (employees) as Contacts under that company? or, should i not set them up as Contacts and not set up the Account for our own Company? please advise. Thanks, Scott
How to associate a contact with an account
I've got a colleage who imported a heap of her contacts and FAILED to include Account information. Can I retrospectively associate each contact with an Account? If so, how?
Where are the settings in Zoho CRM I can set so if customer was not contacted let say for 10 days?
Thank you, YP
Get Your Zoho CRM Quote/Sales Order/Invoice/Purchase Order Designed with Header and Footer
If you are challenged to get your Zoho CRM Quote (or Sales Order/Invoice/Purchase Order) designed with Header and Footer, then look no further. We can help you get this designed. You can even put a Page Number in every page Please send us a private mail at arnab@glionconsulting.com to get this done at an affordable fee. PS: Please find attached a sample Quote Template (Generated from Zoho CRM) with Header, Footer and Page No. Thanks & Best Regards, Arnab Bandyopadhyay GoldenLion Consulting Services
Webinars for Australian users
Just wondering if all the webinars are based on US time or can Australian users watch a recorded version of all webinars at AEST (Australian Eastern Standard Time)?? Have no idea how to use this tool and need to get started with setting our CRM up. Thanks
google apps gmail in zoho crm not working
I am not able to see the Google Apps Gmail in my Zoho CRM account. I am only able to configure calendar and contacts. Is there a step that I am missing? I have enabled Google Apps. I also logged into Zoho CRM using my google apps login. I do see the Zoho CRM Search form on the bottom of my emails when using the Google Apps gmail account. Many thanks- Richard
Using opportunity/product information to filter related leads/contacts
Sorry if this has been asked before but I haven't found anything specific. I'm doing my initial experiments with Zoho CRM and I'm trying to filter leads and contacts for mass mailing, using data from opportunities or products. Examples: -I want to send an email to all contacts that have purchased a certain product. -I want to send an email to all contacts that have an open opportunity fulfiling certain criteria. -I want to send an email to all invites in an event. Is there any way to do this? Leads
Customise Reports
Hi, Is there a way of creating a report in CRM that list all potentials for each client individually, so there is a separate page for each client listing their potentials including fields of my choosing from that module. Can I also change the look of a report?
Transfer leads
how to I transfer my leads from an old zoho account to a new one? Is there an easy way to do so?
How to better identify Tasks resulting from a Workflow trigger
Currently, I have the following configuration: A user creates a Case related to an Account I have a Custom Field (Assigned To) to record to which business unit the Case is assigned On Save, Workflow generates a Task with a Subject of "Respond to Task Assigned to [Business Unit]" (there is a workflow for each BU) The User who is the lead of the Business Unit gets the task, but has to open the Task, then clic on the Case to find out to which account the underlying Case relates My need: I do not want
Product description data on Quote entry screen?
Can the description field from the Products be displayed on the Quote entry screen next to or below the Product Part Number?
How do I view my leads/contacts alphebetically by last name?
For some reason, I can't find how to change it to alphabetically view by last name. It keeps coming up by first name.
Changing a User's Email Address
An employee of mine has left and we've hired someone to take her place. How can I change the old user's email address to the new user's email address? I've read that I can deactivate the old user, but I'd like all her leads and accounts to be transferred as well. Look forward to your reply.
Feature Request: Under Themes, Select Custom Tabs just for the Individual User
In my position, I don't need all the tabs that were created for the whole company. I actually only need like, 4 of them. And the 2 tabs that I use the most, are always in the "more" tab, and never stays on the main menu bar. Since I don't use all the other tabs that my team members use, it would be nice to be able to select just the tabs I need in the Main Menu bar so that I can work more efficiently. having to constantly search for my main tabs in the "More" section starts to get frustrating at
Problem with transfering from potential back to a client
Hi Can some one explain how we transfer a potential back to a customer on the Data Base Regards Chris
can I group some clients under a mother company?
I want to group some clients into a group which means they are all under a mother company, OR the same group of relationship. How to do that ? thanks
How to get Account Owner's all detail ?
Is there any method to get Account Owner or Users info using SMOWNERID. I need Account Owner's phone number to display in my file. Using getUsers method id returns id, email,role,profile, status,confirm but no any other information. How do I get all info of the User ??
Cold calling to book meetings - is Zoho CRM the right solution?
I want my sales people to be able to do cold calling and book meetings. If they succeed, I want them to be able to find a time with the prospect which then should be transfered to Google Calendar. Obviously, if there's no response, the sales people should be able to mark the lead as someone they should call later on (at a specific time/day). Is Zoho CRM the right solution for this and if so, where can I find a good explanation of such a workflow. Thanks
Contact import equals client import
Hi, I have a problem with contact import. CRM automatically imports my contacts to my clients tab aswell, which is wrong. How can I turn it off? Please help, Thanks, Nicholas
Carrying over Contact address info to New Sales Order.
I'm doing B2C and working with "Contacts" instead of "Accounts" When I go to create a New Sales Order or New Invoice, I link the contact, but it doesn't copy over the Contact address info into the New Sales Order. I tested it using Accounts and it works - but I have all my clients as "Contacts" because it is easier for me to convert leads and preserve the contact info. In my type of business I prefer to work with Contacts, and not accounts. I hope there's a solution for this. Thank you so much in
Carrying over Contact demographic info to New Sales Order form? Is it possible?
From within the Contact page (while viewing a contact) I select New Sales Order but the address and other demographic data is not carried over into the new order form. Is it not possible to go from Contact to new Sales Order and have the contact's demographic info populate the appropriate fields on the Sales Order form? To be very specific, I am trying to accomplish the following: When viewing a Contact, click on new Sales Order Have contact's demographic data (name, address, phone, email, etc.)
Limitation on Custom Checklist Fields
Hello, I am a using the Zoho CRM Enterprise edition, currently I am trying to setup multiple checkbox fields in the subscriptions area of the CRM page I am building however, I am receiving an alert that I am only allowed 20 custom checklist fields in Contacts when I am supposed to have 150 custom fields in the Enterprise Edition. How can this be increased, we are switching from another CRM and we can't have this limitation, please respond ASAP.
duplicates in potential reports
How do I eliminate duplicates in reports?
Question about Professional version / Enterprise version
Hi, I am about to purchase an annual subscription for several users on Zoho CRM, yet, I have a question before purchasing. 1) Is it possible to have on the same CRM: some people using an Enterprise accounts (so that they could create new custom modules) and some other using just Professional accounts? 2) Will the Professional accounts users have access to the modules the Enterprise accounts have created? This is really critical for us. Ideally, we would need the administrator to have the Enterprise
Associate lead to a product
Hello, How could i link / associate a lead with an existing product with deluge script please ? Thanks a lot. Regards.
CRM and Event Scheduling
Hi- I am trying out ZoHo and need the following solution for my business (I am in the entertainment industry): CRM (which you have)....and I need to be able to create events and schedule my employees for those events which my CRM customers hire us for. I would like to be able to see all employee communication for those events in ZoHo and once an employee is assigned to one event, I would like the system to not allow me to assign him somewhere else. Is there some combination of ZoHo products that
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