Shipping HELP??
Hi, I've run into the issue of getting our shipping team working from our CRM as well. What have you guys done to get the Shipping team to be able to ship the correct products to the correct buyers? What modules? What List views? I'm very stuck! Thanks!
Printing off tasks
When I print off tasks - it shows 'notes' for the contact - how do I get it to show 'notes' related to that task only
Helpful support from Kevin, shame abut the nom de plume
Kevin - thanks for your help today on multiple topics Kevin's boss i) give him his name back. The days of made up names are long gone ii) Is this nom de plume a Wedding Present reference?
Feature Request - Dedupe by Name
Guys, I've just moved to Zoho from Goldmine and imported all my data across. I was pretty shocked to find out today that it's not possible to dedupe data by contact name through an automatic process. So basically I have to go through over 5,000 records visually to see if there are any dupes there, which seems crazy. I didn't bother deduping the data before importing as I foolishly assumed that this would easy with Zoho. Unfortunately, this is anything but the case. In fact, I am really surprised
How Can I Associate a Case with My Contact??
Is there a way to associate a Case with a Contact? By default, I see that there is no way within the Cases module to add contacts. So, I tried to create a new case by going THROUGH the Contact Module, clicking on "new".( Shown below ) But even when I do this no still no cases are visibly added to the contact record. Thanks for any help
2 hours wasted becasue no custom fields for zoho free plan?
Not sure if I have this right as the documentation may be a little misleading, but is it true you cannot create any custom fields on the free plan? https://help.zoho.com/portal/en/community/topic/create-a-custom-field This link had the free plan as including 25 custom fields which was one of the things we checked out when we signed up. https://www.zoho.com/crm/help/erutaef321.html#custom-fields For us a basic free product works well now, aand we will upgrade as the company grows. But we aren't going
Export Data Hebrew Language problem
Hi, I have contacts in Zoho CRM written in Hebrew language, I always have unrecognized characters in the output csv file but English one are correct. How can I solve this problem?. Thank you.
Report leads without open activities.
Hi guys, We're breaking our heads here. How can we generate a reports of leads without any open activities. So we would like to fetch all leads: - without any activities - with only closed/completed activities Please help us!
Zoho with Google Apps
Good evening all. I'm using Google Business Apps and Zoho, and Outlook on my PC with obviously Google Sync for Outlook. When i create a new task on Zoho, this one is created in Google Task too and automatically i Outlook Activities. But i start creating a new to do in Outlook Activities, this one is created in Google Task too but not on Zoho task. Is it possibile to obtain that? Tanks to eveyone who will answer.
How do I send an automated email to the lead, after I have approved him?
My lead approval process is the following: 1. Lead sends his contact information via web integration 2. Automated rule "Pre" assigns him to one of my salespeople. 3. I review the pre-assignment and depending on my salespeople load, I reassign them leads and approve them. I need to be able to have an automated email sent to each lead (signed by it's owner), but only after I have approved the lead, otherwise, if the email is sent before reassignment, it will be signed by the wrong lead owner, and
I want to see the actual age of my prospects or customers
How can I get to a list that shows the actual age of my customers? Currently it shows in the way of 5/03/1945 I want to be able to separate the list show the age for example "64".. So if I were to print off a list ..I can tell it that I want everybody who is 64 years old.. Or everybody who is 54..etc or everybody's who wedding anniversary is 20 year anniversary
attach mail merge results
I have made a mail merge document in zoho crm with zoho writer. How can I attached the merged output to the appropriate contact or company? Since all other communication is logged in zoho (email phone etc..) how do I log the mail communication?
Deleting row from quote clears all remaining rows.
When I am creating or editing a quote, if I click the x (Delete Row) not only is that row deleted but all values in the remaining rows are cleared.
Linking inter-company email to an Account or Contact
Is there a way to associate internal email correspondence to an Lead/Account/Contact? In other words, if a Sales Manager and a Salesperson are discussing an account via email, can that email be linked to the account or contact?
Error while processing the request! null
When I try to send an email from a lead in Zoho CRM, there's error no matter the lead. It used to work fine with all the leads I'm working with. It shows the following error : Error while processing the request! null
emails
I can not send emails! please help. Thank you
Users & Permissions
After many attempts to edit the user settings so we only have one "Administrator", I've been forced to ask for help. I want to protect prospects/leads entered by one user so another user cannot access this information. I'm assuming the "standard" user setting will accomplish this, does anyone know if this is accurate and any hints on how to successfully edit a user's settings? Thanks
Dates on Potentials list
Hi, When looking at my Potentials report, I'd like to see: 1. When any aspect of a contact's record was last modified. It appears that modifying the event due date does not trigger the Last Modified field. 2. Current event due date. I use this to organize my follow-up, and would like to see for each contact on the Potentials list when my next follow-up is scheduled. Thanks for your guidance.
I use zoho crm. When we are working our "Activities List" seeing the associated telephone number would speed up our process
I use zoho crm. When we are working our "Activities List" seeing the associated telephone number would speed up our process. I see on the Activities module I can: Edit - Delete - Clone View - Create View. I would like to see: "Telephone" as one of the Choose Columns Available options. Then I should be able to add it to the "Selected Columns". Then I would be able to click on the "Activities" tab and see my chosen view with an associated telephone number. As it is now I am clicking on the related
Sharing Data
I have set up a new user for an external sales team in another company. We only want to share data on leads and projects but I don't know how to do this. I have tried setting up sharing rules but that does not see to work.
Need help fixing a hyperlink issue
I have created a signature that has 3 clickable hyperlinks in it for my clients to use when i cant be reached. 2 of the 3 hyperlinks work fine but the 3rd automatically adds a second period after www.. so it breaks the URL. I have tried everything i can think of but nothing fixes it. Can someone please help
Cannot open subsequent email attachments
Whenever I am sending an email from CRM which has more than one attachment, the receiver can only open one of the attachments. Any subsequent attachments show the following error when trying to open: This is only happening when sending emails from a contact or lead record within CRM. We also use Zoho Mail Add On, and when sending an email from the Email tab, the attachments can be opened correctly. Please can you advise?
Exporting Reports to PDF Margins Not working
Whenever a report is exported from Zoho to a PDF format, the margins are eliminated and much of the information bleeds off of the page. I cannot send these reports to customers as they are unprofessional and unreadable. Can someone from ZOHO please look into this? I have submitted a help ticket before, but that did not resolve the problem.
Too bad custom fields are no more in free version
Too bad custom fields are no more in free version
Need a Simple Solution- Contacts w/ Forms & Folders/Categories?
I'm new to Zoho, but am loving what I'm seeing. I just can't figure out which product I can use to fulfill my requirements... I need a simple contact/info management tool for various businesses. We have a standard questionnaire that we ask each business we're looking to buy from. Let's say there's a standard 10 questions we need to ask, in addition to basic contact info. This Template would be filled out by my employee as they make contact with the business, and ask the questions we need answered.
Why not there Icon campaigns in CRM ?
Why not there Icon campaigns? Although I am Administrator accounts! and although I have selected in the customization section! please see the screen picture
ZOHO VS. CONSTANT CONTACT
I am using Zoho as a CRM solution within my area of responsibility and I really like it; however, the company in general uses Constant Contact for e-marketing and I am being challenged as to why I need to use Zoho. An "architectural review" committee is being formed to document the my requirements for using Zoho vs. Constant Contact, and I could use some help. Does anyone have a similar comparison or justification that they could share with me? I will be grateful for any assistance as I do want
Generating PDF from Reports is broken
This is another call for ZOHO fix the PDF generation feature using Reports. The PDFs generated by the reports expand the information right to the edge leaving no margins and making them impossible to print. This feature used to work nicely, and it has been broken for about 4 months. I have already reported this issue in the past, to no avail. Zoho, please fix this important feature. Thanks.
4600 Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter.
Hi This is my lead creation xml <?xml version='1.0' encoding='UTF-8'?><Leads><row no='1'><FL val='Lead Source'>Web Download</FL><FL val='Company'>MHS</FL><FL val='First Name'>Hannah</FL><FL val='Last Name'>Smith</FL><FL val='Email'>testing@testing.com</FL><FL val='Title'>Manager</FL><FL val='Phone'>1234567890</FL><FL val='Home Phone'>0987654321</FL><FL val='Other Phone'>1212211212</FL><FL val='Fax'>02927272626</FL><FL val='Mobile'>292827622</FL></row></Leads> The response is same as many people have
Email templates and using Google to send it
Hi, I am having a hard time figuring this out. I have set up email templates and use them. The receiver gets the email, it says from me and my email address BUT is says sent via zohocrm. How do I get rid of it. I do not have the email add-in We use Google for our email with our domain. I did a set up in zoho mail and can send emails via Google there. I want to use template and have them come from me via Google. Please help. Right now, if I send an email in Zohocrm, I cannot tell if it bounced
hey guys the sales order templates cant be modified and I cant see more than 5 templates
hey guys the sales order templates cant be modified and I cant see more than 5 templates Cliff
Incoming email to lead/contact
Hello, Is it possible to configure Zoho CRM such that emails sent to my something@zoho.com mail address from the Email app are automatically associated with existing leads and contacts, or if none exists, a new lead is created? This web page seems to indicate that it might be possible. What is MailMagnet? I tried setting this up but couldn't make it work. I even started a Professional plan trial for the Zoho mail add-on. Still, couldn't make it work. Is it possible to do what I am trying to, and
Zoho Mail not updating Last Activity Date in Contacts
Emails sent using Zoho Mail appear in the emails section of the Contact page. Yet it does not appear that the Last Activity Date is being update when sending/recieving emails thru Zoho Mail. Or through synced emails from Google Apps. Nor IMAP delivered thru Zoho Mail. Also these emails, even though they show up on the Contact page are not showing up on a simple report with Emails as the Primary Module. The only way to email a contact and have the Last Activity Date updates seems to be hitting Send
How do I edit a pick list.
Hi How do I edit a pick list please? I did the "setup/customisation/fields" and edited the pick list "Industry" then saved, but still the Accounts page shows the old Industry pick list. Thanks Nick
Mail merge fields not working
Can you please help ASAP?? You may need to do meetnow on this one.. Basically, I have inserted the contact field (as an address block), and when I preview or select “edit merge” only some fields convert. I notice that if you have a space or character, such at (,) that’s when the issues happens. I have attached an example. Need a solution... Thanks!
Getting a more efficient overview from Products and accounts view
Hi, When i move to a contacts view Zoho CRM us nicely displaying related products, potentials and open tasks on the right side of the screen using small square "cards". That is really nice and gives a good overview when navigating to a specific contact. When navigating to products nothing is shown. Suggestion: Also show open tasks, related contacts and accounts at the right side of the screen. For accounts you are showing related potentials and contacts. Suggestions: Also show related open tasks
Forwarding sent email
Is it possible to forward an email you have already sent? Today I had a reply to an email from someone else, and they had not grasped what I was on about. I wanted to forward my original email to them, but can't see how to do it? Sue
API problem with Create Leads
Hi I am getting Here is my xml data. I can see that many guys have similar issues and many threads are present without any answers. Please help. <?xml version='1.0' encoding='UTF-8'?><Leads><row no='1'><FL val='Lead Source'>Web Download</FL><FL val='Company'>MHS</FL><FL val='First Name'>Hannah</FL><FL val='Last Name'>Smith</FL><FL val='Email'>testing@testing.com</FL><FL val='Title'>Manager</FL><FL val='Phone'>1234567890</FL><FL val='Home Phone'>0987654321</FL><FL val='Other Phone'>1212211212</FL><FL
Relating products to accounts & products to contacts
Hi, From the Contacts view i can relate a product to that specific contact. Nice... But from the Products view i can not relate a contact to that specific product. I can add a new contact that will then be related to the product, but i can not relate an already existing contact. Not so nice, i then have to navigate to the contact which i want to relate to the product, and relate it from the contact view. That takes time. Suggestion: Make it possible to relate existing contacts to products directly
web to lead: upload file field and hidden fields
Hi, We currently maintain a website where we use form assembly to collect data from a contact form. Our client recently started using Zoho as a CRM and would like to have that data dumped into the web-to-lead area. I know about all of the export/import csv options. I'm ideally looking for something more automated. A couple questions: 1. I see that form assembly has an export to SalesForce option. Has anyone heard anything about form assembly offering the same functionality for Zoho? 2. As far as
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