Company wide vs per user Zoho Mail Add On
Hi I am evaluating the Zoho Mail add on, with integration set up between CRM (professional) and Mail (free). The integration works perfectly with one CRM user. However, when I add a second CRM user, the Mail add on settings are separate. So, for example, in the Contacts module, the first user can see emails to and from a customer, but the second user cannot see those emails. Is there any way of allowing multiple Zoho users to see all emails?
Stock management
Hello, We need to have master and sub products. For example, if someone orders a computer we have bundles that also contain the computer and other products such as a mouse, keyboard etc etc. Right now though the computer and bundle have to be completely different products so they cannot share the shame stock even though the computer comes from the same product. This is basic stock management using sub and master products. Can you help on this please? Thanks
Zoho CRM Fonts and Text Spacing
Why the recent change to the Zoho CRM fonts and spacing? Many of the modules are getting harder and harder to read, because the font is not bold enough, and recently you changed font styles. Now there is more "white space" which leads to more scroling, clicking, a real time waster and the fonts are not sharp - grey characters. It appears there is little regard for user preferences and Zoho just makes random changes without any warning or user input. Remember, the basic, fundamental purpose of a
"Insufficient privileges" error trying to setup company details
I'm logged in as administrator, trying to enter (for the first time) Company Details, under Organization Information at https://crm.zoho.com/crm/setupInner.do?page=Security.do?actionName=createOrg&tab=org&in=company I enter all the required information and hit Save, and I get the error: "Insufficient Privileges to perform this operation. Contact your Administrator." Of course, in order to do anything else, I'm required to fill out company information. Thanks in advance.
Have suggestions for indicating Pilots vs Whole accounts (in-process-->closed)?
Our SaaS is for the K-12 market. Very often, a customer will choose to "pilot" the product for a certain subset of the population (e.g., a grade level, school, or for just a small number of struggling students). Initially, it could be a teacher or mid-tier decision-maker deciding to spring for the pilot (typically <100 students). They are often not the people that have the power to make a district-wide decision (typically >1000 students). The term "Pilot" is used very diversely and loosely
Sorting Potentials by Close Month
Hi, I'm looking for a way to create a view or a report that would show my open potentials by the close month. At the moment it will show by the close dates or by quarter. What I'm looking for is a report that would show my revenue month-to-month. Could someone please help me with this? Thanks, Charlie
Cases not showing up under "Accounts" listing, also alerts question
So I've created 2 cases for a certain "Test" account that I have. When I go to the Cases tab at the top, they show up normally. When I go to the "Accounts" tab at the top, and then choose my Test account, the cases don't show up under the "CASES" Section below the basic information for that account. It shows up under the "ACCOUNTS" Section below the basic information. Is this a glitch or error of some kind? Also, is that causing other pieces to not work? Unrelated, but also wondering
possible leads to an opportunity
Hello I am wondering if I can add other leads (same organization) to an existing opportunity?
BCC Dropbox not working
I'm setting up all our sales team on Zoho CRM and the BCC Dropbox feature is not working. I tested a couple of e-mails, both sent from my Outlook and Web and it does nothing It does not tie it to an existing lead, and it does not create a new lead when there isn't one already present. It simply never shows up in Zoho. We use google apps for our e-mail I ttried regenerating the adress and nothing Help please!
MAIL & CRM
Hello, Is ZohoMail integrated with ZohoCRM?. I'm asking this question because I'm building a contact list in ZohoMail and I would like to have the same data and organization of the contacts in ZohoCRM. I'm testing now ZohoCRM, for first time, and I'm a new user. Thanks for your help. Xavier.
String to number function???
In zoho crm's formula fields, is their a string to number function? There's a number to string function, and there's some string to long function in zoho creator, but is there a string to number function in zoho CRM?
Real grouping of report rows
I'm trying to create a simple summary report and I need to be able to group rows like I would in any SQL database. It seems that Zoho CRM Reports has a group feature but it doesn't collapse the rows - I still get all the rows even though I only want the summary data. Specifically, I want to create Companies report that shows me a distinct name of the company from the Lead and the number of leads we have for it. Something like "select company_name, count(*) as leads from lead group by company_name".
Linking Client Feedback Survey To Closed Deal (contact) in Zoho Crm
I currently have it tasked to send out an automated email when the closing date of a deal has arrived. In this email I have a link to a survey, however, when a client fills out this survey I have to manually find it and attach it to their file. Is there a way to send out a survey via an automated alert, and then when that client fills out the survey it will be directly linked to the client when they complete it within the CRM?
Zoho CRM and Support Integration
I am currently trialing zoho crm and zoho support with a view of using in our company. I have linked the two by entering the api key from zoho support into zoho crm and I can see tickets are being assigned to the contact if their email already exists. The issue is no leads are being created off the back of a ticket in zoho support. Is my understanding of the system right, in that a lead should be generated when the email address is not in the system? Thanks Martyn
Mail Merge Doc problem
Hi, I have a document loaded in to the mail merge templates. The problem is it is only one page but when we merge and make PDF it is over 2 pages ( The second page is blank). The other problem is, when you go to edit it in the online editor, all the formating and layout is lost. I've attached the document. Chris
Phone bridge
Hi. Hope you can help.i can see the systems that zoho works with. Here's my question we are a very small business with 3 VoIP lines all answered from one phone by one people. What is the best (CHEAPEST) system for us. Recommendations please.
Link back to potential in an email alert template
My gut says I can write a custom function to auto populate the direct link back to a potential in the body of Email Alerts I send to my users when a deal is WON. Has anyone done this? Simply, I want to send automated email to internal users when a salesperson closes a sale. In the body of the email I would like there to be a link to click for user to be taken straight into CRM record for that specific deal. Potentials appear to use the PotentialID hash and if there's a way to create a custom function
Forecast - anyone use?
Does anyone use the Forecast module? It is extremely limited and I've requested some features from Zoho but Forecast module improvement does not seem to be a priority. Wondering if any other companies actually use it and if so, how? And what would you like to see improved?
New Zoho Campaigns - minor issue
Loving the new Zoho Campaign Designer. Noticed one smallish issue with <div> and </div>: You're adding the <div> correctly at the start of the code, and one at the end of the code, but you're adding </div> after each field, which, while most browsers will accept, isn't strict adherence to the standard and Dreamweaver complains. Here's an example where you'll see (4) </div>, one after each input field:
When creating a new module how do you link it to other modules ?
Hi All, I created a custom module (what a thrill ! yepiyeh!) I am very happy about it yet... ;-) I would like to link it to another module. Please look at my image just before and tell me if you can help ?? Thanks so much in advance Laure
Using a Unique Identifier instead of a Company Name in the Account Name field
Due to the issue posted here: https://help.zoho.com/portal/en/community/topic/how-to-associate-accounts-and-contacts-via-api I may need to keep a Unique ID number in the ACCOUNT NAME field. Other than the letters for sorting the records at the bottom of the page not being very useful, does anyone see any other limitations of using a Unique ID in the ACCOUNT NAME fields
Attn. Users using the Zoho CRM Plug-in for Microsoft Office
Sometime back we had an announcement for the users using the Plug-ins for MS Outlook, MS Office, QuickBooks and Mobile Apps. This announcement is especially for the users who are using the Zoho CRM Plug-in for MS Office to create Mail Merge Documents. We are now supporting Zoho CRM Plug-in for MS Office 2013 also. As we're doing away with Ticket-based authentication and instead introducing Auth Tokens for all our Plug-ins, we recommend you to get the latest version of the Zoho CRM Plug-in for MS
#hashtags in the notes
Bonjour, Hello, When you do notes in a contact, a task, an opportunity, an account, etc, is it possible to write including #hashtags, so that later on you can make #researches by selecting the #hashtags only ? This would make #notes a lot more usefull, making it possible to #select #topics and have a result about all said around the #subject selected. Kind regards Pierre
Quick Books, Single Activity Time Sheet snd ZOHO log a call
I would like to see the log a call feature in ZOHO go to quick book Single Activity Time Sheet so that I can bill a support call to a client. The ZOHO log a call feature screen looks just like QuickBooks Single Activity Time Sheet. If they can not do this then have it bill a call within ZOHO's Books or invoicing.Anyone have any input on this?
Contacts vs Accounts
Hi, I started using this CRM about a month ago, and I find it very confusing the way it handles Accounts and Contacts. I just want one account to be the same as a contact. The company name would be under the contact name. As a newbie, I inserted ALL my contacts (and was associating all to an unique Account before I knew what was this about). Now... I'm not really happy by having to create all accounts which are the same as my contacts again... Is there something that I'm missing? Thank you
Advance filter - today
My apology if this question has been answer a gadzillion times already.... but I can't find the answer. We are using the CRM "Old Professional" edition. In reports, how do I use the advanced filter to filter the date field to today, or today+offset? I tried Today, and Today() all to no avail. Appreciate a prompt answer.
Notes not carrying over to converted potential
when I convert a lead to a contact/account and create a potential, the lead notes are gone. They usually show up in the potential, but today, nothing. This is a big problem to lose all my lead notes. Especially ones that are progressing through the pipeline. -J
Freezing database
I want to freeze my users from going in while I do a custom upgrade. Is there a way to lock them without disabling them?
Disallowing contacts associated with accounts, while allowing contacts associated with vendors
I'm new to Zoho, and I'm trying to better understand how to do two things; (a) keep account-associated contacts hidden from peer users, but (b) allow vendor contacts to be seen by everybody. We don't want salespeople to have access to each other's accounts and contacts, but we want to make sure the contacts who are associated with vendors are seen by everyone in the organization, lest data duplication occurs.
Different sets of information
Hi, I am using Zoho CRM and am getting two different sets of information for the same period. For e.g.if I use Dashboard to access the potentials for this quarter, the number that comes out is different when I go to Reports and ask for the same info. Can you find out the problem? Thnaks
Converting lead to account
Hi, I record any activity in my leads in the NOTES field. How I can maintain this tracks when I convert leads to accounts? Can I convert the Leads Notes in the ACCOUNT notes? Regards. Maurizio Orlando
Outlook plug in
When I send and receive email in Outlook 2010 how can I have these automatically populate in the contact in ZOho? I have installed the Outlook plugin and I can manually send messages to the contact but is there a way to have this done automatically?
Customising Sales Order Document
Hi, I am looking to create a Sales Order Document over 32,000 characters and was wondering how this can be done? Or is it possible to create a mail merge doc using the Sales Order merge fields in Zoho Writer? Many thanks Jay
inventory
I created an perpetual inventory for my drugs in my pharmacy.....for every drug , quantity on hand is equal to qty ordered minues qty dispensed. The problem is when i go back to enter another transaction for the same dru...I can't see the quantity on hand.....how do i get the quantity on hand to carry over.
Industry Pick List for Accounts is not changing after being saved
Hi I have treid to create a custom industry list in the Account section. I did the same for Leads, that seemed to work. But the Accounts keeps on showing the default?
Stock management : updates of quantities
Hello, We are having many troubles with Zoho CRM on Stock Management. - We changed some names and added some status to the possible Status of SO and PO. - Now, the stock management has gone crazy. If we create a S.O., it increase the quantity in demand of the product (good). But if the product is in stock, and we create a sales order from stock, it still increases the quantity in demand of the product (bad). Afterwards, when the S.O. is marked as "delivered", the quantity in demand doesnt go
Zoho CRM App Problem
When creating a new lead in the app, under the Lead Status field, we are seeing a whole load of options that no longer exist in the web-based application is there a way to sync these both
Problems with pdf
Hi everybody. I've installed last Windows 8.1 and it's now impossible to export a invoice in pdf writer from Windows ? Is it normal ? Thanks
Importing leads from a report into a campaign
I have a report that lists leads based on certain criteria and what I need to do, is to move the listed leads into a campaign. I thought the best way to do this would be to export the report results to CSV, create the campaign and then import the leads from the CSV into the campaign. The only concern I have is that it asks if I want to overwrite/skip/clone, but I am unsure what to select because I don't want affect any existing lead records. Please advise the best way to get the leads in the report
ZOHI DOWN ??? Dec 19 5:30 PM ET
Is Zoho CRM Down? I am having problems get anything on ZOHO 12-19-2013 5:17 PM ET
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