CRM portal URL
Team, Any status updates on a CRM customer portal URL? The mail portal URL works great but I have customers accessing the CRM platform only. Any updates or timelines would be appreciated.
Tracking Repeat Customers/Businesses
Our business is primarily a B2C type business. We sell home improvement services to homeowners. Occasionally, we will do work for other home improvement companies who then will give us multiple jobs to complete. For our normal homeowners, we create a new lead for each customer with all their contact info and address etc which then converts to a potential and so on. But for leads/potentials we get from other businesses, how would we use Zoho to track those customers? Each job has its own address
Hide tasks from other users
I'm just getting set up here. We have 3 users on the enterprise edition and would like to hide our tasks from each other. How is this made possible? (seeing each others tasks is confusing)
Live Chat is not working
Live Chat is not working
Problem with events on company
Hi Zoho team I use zoho crm and'm beginner. If I create an event on a existing company, everything looks good. see picture 1 An indefinite time later, the affiliation of the event off to the company! see picture 2 If I then click on the company, the following error message! see picture 3 This is very annoying, please help me to fix this error. Thank you
Lose notes when lead is converted
When I convert a lead to a potential - the notes don't go over into the potential and I cannot access the lead anymore. So I lost all my notes on the leads that I converted to potential. Anybody else face this problem? Any ideas?
French EXCEL and exporting report
Hello, when i export report in french excel with number my excel don't recognize the separator (same for export to CSV). As many french i use a french Excel :) and in the number we don't work with separator. Do you export without separator and the export will run for all country, it's excel that will form. thanks
Mail forwarding tot right user credentials, please help me out with this ;)
Hello Zoho, I've encountered a problem. When a collegae forwards me a mail with customers informations which he wants me to add to a contact in Zoho it automatically places it at user credentials of my collegae. Is there a possibility to move mail afterwards to the right contact credentials? Hope to hear from you soon. Niek
Tracking sales calls in dashboard
It's important for me to track how many sales calls we make daily and weekly. I've played around with the dashboards and I can't figure out a way to do this. I can run a custom report but can't figure out a graphical representation on my dashboard. Please advise.
avoid duplicate entry in accounts module
how to avoid duplicate entry in accounts module, now we are able to make duplicate entry by manually entering
Problem populating fields on email templates
This is a weird problem, we have an email template working well since a month ago, now new templates doesn't populate the fields properly. Leads module....
Importing Contacts problem
I have a the free account and I am trying to import contacts into Zoho using my excel 2010 spreadsheet but every time I select import and go to the next step it goes to the next screen (uploading import file) and it never goes any further. What am i doing wrong? I have excel 2010 I have headers on the first row I am using mozilla fire fox as my browser I only have 102 records Please help
Indexed tasks disappear
Dear, I have a User that registers the task, and then concludes they disappear. Only with this User's going on this. This problem started to occur last week. What can it be?
Tasks Excluded
How can I retrieve the tasks excluded?
Why are Accounts and Contacts connected?
I'm just getting started on creating a database of clients for our company in Zoho CRM. I've imported a big list of contacts through our newspaper into the 'Contacts' tab. They also were all imported to the 'Accounts' section at the same time for some reason, and when I delete an 'Account' name it also deletes it in 'Contacts'. I do not want this. I want to have separate entries in these two sections that remain independent of each other. Must be some simple checkbox I'm missing?? Thanks in advance
Dashboard Tracking Calls
In my business, its important to see how many calls someone has made throughout the day and week. I've created a report that shows me the number of calls someone has made within a time period but i would like to create a dashboard that constantly shows me the number of calls and track it for the week. Does anyone know how to do that through the dashboard? Thank you, Boris
Leads pages skipping around
Why is it that when I click into a lead and then use the arrow to get back on the list of leads it takes me to a random page and not where I left off? Ex. I will sort them alphabetically and click into "Chris Goble." When I use the arrow to get back into the list of leads I am taken to the 100 leads that begin with "J." I'd like to be able to pick up right where I left off.
Issues with the 'Pulse' tab
I'm setting up the contacts at our company and trying to integrate a method of alerting the three other employees on which leads/contacts they should be replying to on a given day/week. I envisioned using the 'Pulse' tab and following the users who need to be contacted on a given day. Each team member would then log in to their CRM, check the Pulse page for the daily activities required and proceed. I envisioned making new notes on a contact and then clicking 'follow' so they show up on Pulse, and
Mapping for importing contacts from excel
I am importing contacts into CRM from an excel spread sheet. Could you supply me the proper mapping?
Lead priority during a campaign
Hi, I have created a campaign which includes 1000 leads/companies. Each lead I want to prioritise from hot/warm/cold or 1 / 2 / 3 and then sort the list from hot to cold.... how can i do this in zoho .. ? Many thanks - Rich
Custom Status Value with Completed Function
Hi! I'm using Zoho CRM to manage student records for a small university. I'm using Activities for homework and attendance records so I added "present" and "absent" values to the Task Status selections. I'd like the task to show under the completed activities if either of these choices are selected but keep the same value ("present" or "absent" rather than "completed") so that I can easily view their attendance history. Is this possible? Thank you in advance for your help. D
Mass update/deletion of Email
What is the best way to delete out email from a group? I tried using the mass update feature, can't access email there. Tried importing a blank email, that didn't work.
ZOHO + GOOGLE APP Contacts Authentication not working.
1. I tried to sync contacts via https://crm.zoho.com/crm/setupInner.do?page=License.do?actionType=LicenseUsers&tab=subsMngr&in=actUsr 2. I click the authentication button 3. I am logged into GMAIL and popup disappears and I see this page again without ANY CHANGE https://crm.zoho.com/crm/setupInner.do?page=License.do?actionType=LicenseUsers&tab=subsMngr&in=actUsr --> why is not changing???? ZOHO + Google apps calendar Sync works just fine!
run a macro on more than 100 contacts at a time
i have a macro that changes a field from t/f I want to run it on a list. as it looks now I can only run this on up to 100 records at a time not on the 2400+ I want; so the work around is to repeat the macro 24 times that seems silly. Can we have a mass update of a field with more than 100 records at a time? PS we still never know if an email sent bounces back from the mass email function. ...
Rebuild the way the date/time are populated
It's horribly time consuming to select a date and time for events. I think a better method would be some form of allowing people to type in times and have the system recognize that format.
company migration
Hi! We are moving to your crm. we are currently doing all the setups. we'd like to import all the data in for our old crm and to a life test run and adding one department after the other. this will mean that for a certain period of time we'll be runing 2 sistems. this will create a problem as we'll have new data added to the old sistem whilst we re speeding up zoho. any recomendations on how to handle the process? how can we move the new data from the old sistem merging it with the new one in zoho?
How to show fields in "Sales Orders" in invoice template.
Hi, Sales Orders: SO0001 Filed: SOF_A Filed: SOF_BNew a invoice INV0001 from SO0001, so INV0001 is connected with SO0001 Print Invoice INV0001 from invoice template. How can I show SO0001's SOF_A, SOF_B in my invoice, as I can't select Sales Order in the pull-down menu of "Available Merge Fields"?
Round Robin Lead Assignment
Any chance of this feature being added to CRM? It would be nice to rotate lead assignment amongst a group. Also it would be great to re-assign leads when they haven't be dealt with in a timely manner...
Rotational assignment of leads
I'm capturing 100's of leads everyday and have a committee of 15 people that l want to equally distribute these leads to. What's the easiest way to do this?
How can I create create a workflow based on the 100% completion of a Zoho project associated with a contact or account?
I have integrated Zoho Projects with the CRM and would like to know if and how it's possible to kick off a workflow generated task based on 100% completion of an associated project. At minimum, I'd like an auto-created task (that will remind me of the next step to take in the process) that sends me an email notification once created. Any suggestions would be highly valued. Thanks.
Hide tab without disabling?
Is there a way to hide a tab without disabling it's functionality? For instance, I'd like to remove the "Activities" tab, but still allow users to view/edit Activities information within a particular Lead/Contact/Potential. Is this possible?
Email address not coming automatically when emailing an invoice for an Account
I am a B2C company and to invoice my clients I have to create them as Accounts, When I want to mail them an invoice the email address does not come automatically into the email compose screen Please help Thanks
I can't enter a Vendor name when entering a new contact.
Please let me know what I'm missing. Thanks.
Understanding The Basics
We have been knowingly using Zoho improperly for quite sometime now. We basically just use it to store our leads' contact info. This is because we never really understood how to use it. Can someone please help me understand some of the basics? We are a remodeling company and sell mainly to homeowners. So after we receive a lead, we're not really sure what that lead should be converted to and when. When I read the definitions of Accounts and Contacts, it seems like those are only for dealings with
New User
Hello I am starting tp use Zoho to manage my workforce and leads and I am trying to add a new user however I can only add them as a second CEO / administrator ... how do I change this so they cant customise the CRM but add and amend client records? Thanks in advance
Add Vendors to Mobile App
Please add vendors module to mobile app. there is an empty space where it would fit perfectly. Thanks.
Questions About Becoming Paid Member
We've been using the Free addition for awhile now. We have added a member to our sales team and so I was wondering is it possible to add 1 paid user to our free account, or is it necessary to upgrade all existing members paid members?
filter users
I have in my account has 2 users, how do I filter the activities you do each. ie I want to see what each user visits, as I do?
Time-Based Action with Task "Recurring Activity" features
It would be beneficial if we could set the same type of parameters with Time-Based Action. (see screenshot) For example, my team need to create monthly rosters on the first day of every month for certain Accounts. Under automation in setup I would ideally like to trigger these certain type of accounts to: Have an automated task created on the first day of every month. Having a Time-Based prevents our open activities from being over-populated with monthly tasks for the next year. Do you have a solution
Is there a way to point the skype call to function to another program?
I use ringcentral's call controller to make outbound sales calls. I need to figure out how to get my zoho call link to go to the call controller, or disable the link so the text can be easily copied. Is there a way to do that? If I can get this to work efficiently, I will be upgrading to the paid version for more storage. Thank you, Frank
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