Integration of Zoho CRM
I am trying to create a quote and without having to download it as a pdf and upload it to EchoSign, automatically email the Quote to the Contact for signature. How can I accomplish this?
Activities with Contact, Company and phone
Having a list of what needs to be done today is really important. The way it looks I can only look at the item, I cannot see the company name or phone number, nor is it accessible or so it seems. That makes the list somewhat useless. I have to look up every account in order to call. Any help? Tim
attaching a photo to an account
Dear Zoho Can you explain how to attach a photo (or any pdf/jpeg/xls etc) to a record.? I presume this facility is not available. If not when could this be added? While the upload function is useful, it does not really add value over other cloud storage systems, such as dropbox. Most companies are well entrenched with these services, so to make a diff Zoho needs to add further value. When in a record (such as an account) it would be exceptionally valuable to be able to be able to see/access the attached
Zoho Crm Calendar
Hi I have a couple of issues with Zoho CRM Calendars. When we view all we cant tell which events are for which person. Is their a way to show different peoples calendars different colours. Also when we receive an invitation from another user the event does not go into the invited persons calendar.
Dynamic Tabs?
Is there any way to make the number and type of tabs dynamic ?
Insufficient privileges as an administrator? Is that possible????
I have been having trouble using my ZOHO account from home on a different computer. Often it would give a message that I do not have sufficient privileges when that is not the case as I am administrator to the account. I also have been unable to add the parent company to a company and have tried it several times yesterday and even today but unable to do it saying unable to process your request; Click to go back. Is there some problem at your end or just what I am doing?? Thanks
setting up a call for the future
How do i set up a call for example that i have to make 3 days in advance at 9am?
Add email to another contact or potential history
Is there a way to add a received email to a contact or potential email history other than history of the person sending it. For example.....let's say I have a big project and we have a project manager assigned to this project. The project manager has 4 team mates. I would like to add all the emails from any of the team to the project managers email history. Can this be done? Joe Folsom Mobile & Text: (770) 722-5098 Primary Office: (706) 273-7140 Electronic Fax: (678) 831-2850 eMail: JoeFolsom@ModernRusticHomes.com
Problem : Our information does not appear, a lot of opportunities had been deleted or not showing
This has occurred in the past two month. I am using the free version of Zoho CRM. Please help!!
workflow between tw modules
Hi :) Since a month, I am finding out Zoho CRM. I have created a module called "status leads" in order to record the leads status modified. And now, I would like to set up a workflow that will allow me to update data within "status lead" module when I will edit a status field within Leads ... Basically, I would need to use the workflow with two different modules But I know I will have to developp with deluge scripting a function, but I don't know where to start Thank you very much for your help !
E-Mail Potential Products and Price List
Within CRM, want to send products and prices for those products for an entire group of inventory by e-mail. I do not want to have to manually click to add each specific items to a quote. The idea is when we have a potential, we want to send them a list of all products and prices with a few clicks.... Thanks,
Multiple databases
I have my own ACT database, I have a client that uses Zoho and I love the fact that there is the mobile app and cloud access. So now I want to put my own ACT database into Zoho. How easy will it be to access the 2 databases given that I cannot link them or put all the information in one place.
Custom Report
Hi, Is there a way of creating a report that has client's name at top with all their potentials underneath in tabular showing stages, and other fields? How do I access this new report to show only the client I want?
Lead Organisation
I am finding that the Zoho leads list always starts on the page with letter 'P' and no matter where I am within my leads database if I press the 'back' button it reverts back to that page. This is obviously a bug and being that Zoho is free I have a certain tolerance level but this is actually getting quite annoying. Does anyone know anything about this? Zoho developers can you fix this?
Replace Custom Field (Pick List) from "-None-"
I have created a custom field for a module with a Pick List of 3 items, defaulted to Item 1. However, this does not update all existing records to have that default value. Then I tried to use the "Replace" function to change from "-none-" to Item 1, however it gives me an error saying that "Value cannot be none". Can you please get the development team to fix this feature, as editing each record manually is not something I want to do. Thank you!
Voipbuster instead of Skype
Hello, Can you please help how I can change the "call to" button from Skype to another Voip application (Voipbuster). I deactivated the Skype add on in my explorer but it is still there! Can I do something in ZOHO CRM? Thanks for your help Bye, Peter
Email Templates by Record Types - But No Way to Send Them
Why is it that I can create an email template for pretty much any record type. However only certain record types can be emailed from within Zoho??? For example you CANNOT email an Account or Vendor but you CAN email a Lead, Potential, or Contact. Yet...I can create email templates for all of them. Can you please explain this...
Urgent Problem CRM emails
URGENT A new bug has appeared in CRM when sending emails. You can no longer include Zoho fields such as ${leads.First Name} in the subject line of an email. All of my customer email templates (50 of them) have Zoho fields in the subject line so I cannot sent any customer emails at the moment. The mail send fails with error: PATTERN_NOT_MATCHED
Auto-populate of Product description into Quote when adding product item line(s)
Hi, Surely by now there would be a feature where the Description field (on the product record) is automatically populated into the Product Description when adding it/them into a quote?? It seems like a logical feature to have? Every time I create a quote, I need to copy/paste the description of the product into the quote from the product's Description field in the Products module.
Custom modules not visible by the other users of my organisation
Dear All, I created a custom module to manage a list of participants to our events (which is different from our accounts / clients contact base) This module was created by me (Admin rights) Now I would like my colleagues to see it and use it as well.
Transfering contacts from one module to another
Hi, I have created a custom module to managed a list of participants (which is different from our accounts / contacts (clients) list) This custom module is called Consos. These contacts are more like our 'raw material' (please don't it wrong - I don't
Forecast Reset
How can I delete a forecast and create a new one? Example: I've created a Q4 2013 but now want to delete it and make a new one. My main problem here is that I changed my roles hierarchy and now the information showing on the forecast tab is not corrected(duplicates) because I had to merge diferent roles in order to delete them.
New User, Having Problems Entering Amounts for Potentials
I just started using Zoho today, after being a Salesforce user for years. I imported my accoutns, contacts, and opportunities (potentials), but the "Amount" field does not carry over with the import. When I try to manually enter the amount, I get an error message saying "null". I've tried entering with and without the dollar sign, commas, and period but nothing seems to work. Any suggestions?
adding contact to existing customer
Dear all, I converted a lead into a customer. Now I want to add a second contact to the converted customer. If I click on "new" under "contacts" on the customer interface, I can create a contact but this contact is NOT linked to the existing customer!!! But this is exactly the idea! Thanks in advance, Dennis
Quantity in stock
We are a software company that cuts the CDs on demand and therefore have no concept of stock levels. How do I get rid of this in the quotes?
I don't use Zoho Mail and I want to close my free account(s)
It is absolutely ridiculous how problematic it is to try to close a free account. We have, over time, evidentially opened more than one trial account. Now we are actually trying to open an account to run our business on Zoho and it won't let me use an email address from our own domain because it had been used months ago. All I want to do is close EVERYTHING and start over. I am getting so aggravated I am about to go to a different service.
How can I separate my leads by industry?
How can I separate all my leads by industry type? Right now they are just a mass, i want to select certain ones and create new lists specific to certain industries.
Is there a way to hide the "Stage History" section in Potentials?
We are not currently using the Stage History section in the Potentials module. Some of our sales reps are expecting data to populate there even though we told them we aren't using it. Is there a way to hide this section? (See below). Thanks! John Galich
User Login records
Hi, How do I record or see which users in my organisation have logged in and when?
Zoho CRM POP Mail account multiple emails
Hello. I have added one pop email account into the crm using the zoho mail app add-on, and currently it's synced all past emails to each contact. We have another email address that I was hoping to also sync with the crm contacts as well so I added it as a second pop email address, but still under the same zoho crm user account. It doesn't seem to be pulling this second pop account's emails into each contact... is there a way to do so? Thanks,
Sending email to approved leads only
Hi, I'd like to be able to send an email to all the leads generated by my web form but only once they have been approved. Is this possible?
How can I get a list of companies I have emailed?
How can I get a list of the companies I have contacted so I can share this list with other associates? I don't want to go back in and click on every company to see if there is an email that I sent.
Additional information on Zoho CRM Lead/Contact/Account
I'm a financial professional and I'm trying to tailor zoho a bit more to my needs. Is there a way to add Date Of Birth to Leads/Contacts? And also a spot to add a spouse (name, cell phone)
Mass Update
I have imported 2000+ contacts from Outlook (via comma deliniated file), and succesfully imported. We might have 30-50 contacts from one account name (hospitals are our marketplace), and when they were put into outlook the the account name was not always entered the same way. For example: Miami Childrens Hospital vs Miami Childrens. This has created a problem when entering the account name, and then finding associated contacts....as there may as many as 8 different accounts created for that
Potential Closing Date Changes Automatically
I was using zoho crm and the potential list without any problem until today when suddenly the closing date changes automatically without any activity from me. The closing date was originally today's date: 04/02/2014(4th feb) but suddenly it changes automatically to 02/04/2014(2nd April) at first I thought the date formate changes from dd/mm/yyyy to mm/dd/yyyy but the date actually changes with the same format. It has been like this for several times now, where we change it back to the correct date
Feature Request - BCC'ing
When emailing a contact using their secondary email address and BCC'ing to the BCC Dropbox email, the email is not logged in their contact profile. So we would like the BCC Dropbox feature to include the secondary email field in its search pattern. Is it possible for you to implement this.
searching leads on android app
I have been adding an area to the comments box on my leads so that when I am in a specific area of town I can search that area and pull up all of those specific leads, it works online but not on the android app. searching the server using the android app will not pull up any records eventhough I can when I am logged in online.
Importing Contacts
When importing contacts they are automatically sorted by first name. How do you import contacts to be sorted by last name?
Purchase Order Shipping Population
Hello, I am working on setting up my Purchase Order to auto populate the Shipping Address, City, State, and Zip Code when I select the Account Name or the Contact Name from their Lookup fields. This way, the vendors can do a direct delivery if needed. Is there a way that I do that? Thank you.
List of Companies that doesn't have a contact name yet - Lead or Account?
We have a list of companies we want to do research and cold-call eventually. For now, we only have the business name and high level information like address, etc. How can we manage this in Zoho? We cannot import into "Leads" because we don't have a Last Name on the mandatory field. The only possible place we've found is "Account", but by definition, this is still very early and doesn't feel like its the right place. Or is Accounts the right place, but we need to set a "Type" so we know we still
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