CRM of ZOHO ?
Anyone walk this road before me? 1. I'm looking for a CRM for two brand new start-ups with (as of yet) no real business development activities. 2. No CRM tools have been put into place yet (even Excel), as we're currently just leveraging existing relationships. 3. Employee size is under 3 and 5 permanent employees, with consultants shoring up the project teams. 4. We aren't looking for a complete ERP at this point, so financials and HRIS are out of scope. Project Management capabilities would
Sync Zoho with Entourage
I'm really having a hard time keeping track of my tasks, e-mail and calendar. I'd like to keep them all in zoho but you only provide a sync for outlook. Does this work with entourage too? If not do you have any suggestions or work arounds?
Importing time ftom a csv file
Hi I´m importing date and time from a csv file. dates are imported correctly but I have trouble importing time. In the file I have a value like this "61225" (Hour:06, Minute:12, Second:25). I cannot find a way to import it. Anybody has an idea how to import it? Kind regards David
IF() Syntax problem
Hi, I'm a little stuck setting up a formula for a custom field and hope someone can help I want to make an IF formula field based on the contents of 2 other custom fields; 1. a picklist field named Premium Frequency with options of Monthly & Annual 2. a currency field named Premium to have a manually entered value I want the new field to show the annual premium - I came up with the following but I get an error message saying 'Error. Missing Quotes' If(${Products.Premium Frequency}=='Monthly',${Products.Premium}*12,${Products.Premium})
Cant Create A Lead From Email
Hello, I read in support area that I should be able to covert an emal in Zoho CRM email to a lead by: 1) opening the email 2) clicking the ADD TO button and selecting LEAD problem I have is there is no LEAD option when I click ADD TO button. Just "Add A Filter" and "Contact" option. How do I convert an email in my inbox to a lead please?
How to show maximum rows in ZohoCRM sheet view
Hi all. Newbie here. Pretty sure I got ZohoCRM to show more than 100 records by going to sheet view. Now it is not cooperating (maxing out at 100) Think I read somewhere that sheet view can show up to 2000 records. Cant find any customizations, preferences or buttons etc that allow me to view more records. What am I missing? How do I display more records in sheet view? What is the maximum number of records that can be displayed and edited? Thanks in advance
How do I give some users access to ONLY a subset of contacts?
We have a long list of contacts in Zoho CRM. Most users have access to them all, but we want to give a few users access to a subset of them only. How do we do this? Background: each contact has been referred to one of a number of our partner organisations. We want our staff to see all contacts but we also want to give user access to people from the partner organisations - but we need to restrict their access to only those contacts who meet a certain criteria (ie referred_to = "ABC company"). Actually,
Getting All the View Names
Hi, Is it possible to get all the view names belongs to Contact or Lead, .... Thanks, Baskar.S
Date Format not reflecting setting
Hello ! We are devellopers and working on Creator. Let me explaine the problem.. We build a function in Creator that receive from CRM with a webhook the moment a field as been modified. when we work into Creator the Date Format is : dd-mm-yyyy hh:mm:ss The date we receive from CRM is : yyyy-mm-dd h:mm:ss a but the bigger problem is that the time zone in CRM is set to -5 east for Montreal (where we are) the same thing as creator !!! but the time we receive from CRM is 4hour later than Creator !!!!
Custom Date Field in CRM
Hello, I have purchased the paid version of CRM and I have been using it for about a month now. One thing I can't figure out is if there is any way to add a custom date field. Some times I do not get a chance to enter a lead or an acct in the same day received. If I enter it in the next day, it shows that, that lead or acct was recvd same day it was entered. I would like the option to add a date of when it actually came in. Please help. Michelle
Mass Email-Incomplete Contacts list
I'm trying to send a mass email to about 300 contacts associated with a specific campaign. When I search for those contacts in the mass email tool only 100 of them show up. I've checked and this is not an 'email opt out' situation. Any thoughts?
Potential Closing Date | Close Month
I need help creating a custom date field for Potentials. I basically need to take the Closing Date and convert it to a Close Month and Year. I keep getting syntax errors when I try to do this. Any advice?
How to setup a document library of pdf forms etc in Zoho CRM
What is the best way to setup a document library to be used with Zoho CRM and other users, in the CRM group. We constantly have to call upon standard pdf forms and template documents I am unsure where or how to put this together in Zoho crm, which is a fantastic product.
Development and Test
How do we development and test configuration changes before production?
What steps to follow to integrate Creator with CRM
Hi, I want to schedule emails to go to my accounts, based on the Created_time field. It seems like the only way to do this is by getting the schedule function of Creator to work within CRM Please let me know step by step how to do this. What version of CRM do I need to have to integrate creator with it? Even better, is there a function within CRM that helps me to do time based emails (automate them?) Thanks Stefan
Create a new module linked to customer
I would like to create a new module but cannot work out how to link the module to a customer?
discount shown in template only if not 0.00
Customer support told me in the chat that the following is not possible. this makes the quote templates useless for me. It would be convenient to have a code in the quote template that all the discounts are only shown on the quote in pdf of they are different from 0.00. Now it is only possible to show or not to show discount in the quote pdf. This way you either have no discount function in your quote, or the customer who doesn't get a discount will sure ask for it. If there is already an option
How to remove the "copy address" button on the account page?
As we don't need a shipping address, only the billing one, we have removed one of the address from the account page, but I see that even with a single address, the "copy address" button is still showing, how can I remove this? Thanks, Olivier
Notes Categorization
We want to move a very large number of notes from our old Filemaker Pro database to Zoho. We would love the ability to tag or categorize notes under Accounts and Contacts. Is there any way to do this currently?
New business leads for my CRM on Zoho
We have been using Zoho CRM at Web Spies to capture prospect details that make an inquiry from our website and email campaigns for web design.This has been successful for us as we can manage leads more effectively! What we wanted to do now is generate more business leads, so we added some software to our websites Web Spies that shows us company details that look at key pages but don't make contact with us. This has doubled our lead generation through the website and kept the sales team buzzing. I
Can I have a product/service breakdown in my potentials?
In my line of work, I sell software (different types) and services. For my potentials, I would like to show a breakdown, e.g.:- Product 1 - $20000 Product 2 - $10000 Services 1 - $15000 Services 2 - $5000 Potential Total = $50000. THEN I would like to see all my potentials for, say, Product 2 (and just show the amounts totalled for Product 2), so I can print a Product 2 report and show that to my supplier for that product. Can I do this in Zoho CRM
Checking Contact Email is missing the point.
We have over 25 CRM and Email users in our company and we need to check the e-mail communications/history in a Contact but this job is made into "mission impossible" if we need to check the 25 users, one by one. Instead, I propose to have a single button that allows us to see ALL email from ALL users with one click - in the same Contact. At the moment, one needs to guess which user may have been receiving emails for a particualr contact. This facility is a basic need for any CRM user! Thank you Robert
Editing, changing, anything, How to make me myself the admin,??
I am blocked from editing contact data, changing our company logo, etc, etc. I am listed as the admin but it doesn't seem to recognize it.
Web To Lead : Campaign Association
How do I associate the new leads coming from Web automatically to a campaign? The HTML code provided by Web To Lead generator doesn't have any Campaign field. Thanks, - Sunil
One stage in Potentials
Hi, In our potentials module we only want just one stage; Closed Won, and leave open to the possibility of adding in more stages once our sales team is comfortable with the data entry. The Percentage field will obviously remain at 100%. However, upon creating a new Potential, the percentage field is empty, and Closed Won is selected by default in the stage. We can write in 100 into the percentage field, but it would be ideal if we could just ignore this for the time being, before we full implement
Creating a custom module/tab in Z CRM
Much needed enhancement in Zoho CRM is the ability to create a custom module/tab. This would greatly benefit the vertical customization process. Is this something that Zoho is considering?
Lookup Field is no longer an option in Select Field Type
We are currently using three custom Lookup Type fields. It was our understanding that up to 5 Lookup fields are allowed. However, Lookup Fields are no longer an option in the Select Field Type menu (see image below). Can someone clarify this? Thank you.
Custom Potentials Report
Is there a reason why Account Name is not available column? See image below. Thank you.
Restoring CRM to original default settings
Hi, Does anybody know how to restore Zoho CRM to original default settings? Would appreciate any advise on this. Thanks
Activity Task Reminder Search
Please add functionality to search for reminders by reminder time. Currently, it is not possible to search by open activity reminders. Only Due Dates. For example, I have a reminder to contact Joe, it is set to "POP-UP" and my browser crashes. The Due date for contacting Joe is set for 2 weeks from today, as after that point if he is not reached the relevance isn't there. So, how do I search for all the missed reminders by date and time? ie: all the reminders I have set to call today?
Customize Opportunity Stages
There are several places within "Opportunities" - including the "stages" field that are required by Zoho and have pre-completed options. How do I change those options (e.g. Qualification, Needs Analysis, Value Proposition, etc...) into my own options?
Skype4Zoho CTI - Record Calls Automatically
The same integration of Skype with Salesforce was developed by Pamconsult and works a treat in Salesforce - is any VOIP approach being considered and if so what are realistic timelines?
Is it possible to pass data key/values to the 'Return URL' using the php $_GET command?
Hello. I need for Zoho to pass the new contact info to my Return URL after submitting the web-to-contact form. For example, if my return url is "http://myreturn.url" then I need it to use the URL tokens like this: "http://myreturn.url?name=NAME&address=ADDRESS&city=&state=&zip=" etc. I cannot find a place in my settings that allows me to "turn on" this important, but missing, feature. Thanks for any help in advance. James
Running a Report for Sales totals with Two Account Names under one Potential
Hi there, We are a real estate brokerage, and are trying to create a report for YTD sales totals for our agents (all agents are Accounts). Since many of our Agents work deals together, we generally create one Potential transaction for each address under the lead agent, and put any partnering agents on that transaction via a lookup field (Ex: Co-op Agent 1). We then record each agent's earnings within that transaction. While the lookup field shows the agent's name in the transaction and also in
PDF export
PDF exporting is broken in CRM
Check box value should be 1 or 0
Check box value should be 1 or 0 What does this imply? This is an instruction while uploading.
Can't autofill subform with crm
I need to import product information from crm field and autofill the rest of the subform fields with this info. So far: crmresp = zoho.crm.getRecordById("Products", row.Product_Name_ID); row.Product_ID = crmresp.get("Product Code"); And I put this under the crm field on user input. Thank you.
New ZOHO CRM - Forecast Module ---how do I remove past employees from showing up in these reports?
Please see attached screenshot. Employees - some who have not worked with me for three years -- are showing up in the new forecast reports. How do I hide these names from the reports. Please see attachment. Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
Company Address Change/add does not update/add to associated Contacts
If I change or add the Billing Address or the Ship Address in the Company module, it does not update the Mail Address or the Other Address in the associated Contact Field. Please advise what I am missing to accomplish this rather simple task. Thanks
Calendar not functioning....
As reported before....not just me but from my colleagues as well. Sometimes when you click on the calendar, it simply will not open up, Other matters.. - Inserting a new event...may upload. Then when it goes back to the current day, and you want to put in another future date, cannot take you through....eg, from Nov to Dec, you need to go back to Oct, then Nov to take you through to Dec!!! There is obviously a bug in the system - Times are not so good, as can only put in 30 mins time slots...why not
Next Page