Copy Customization Twice
I am aware I cannot copy customization to the same account twice. If I was to copy customization from CRM - A to CRM - B Then CRM - A to CRM - C Could I copy CRM - C to CRM - B? Would this entire process work?
Outlook Plugin - Add email to CRM Account not just contact, lead or potential
hi we manage accounts at account level as contacts regularly change due to staff turnover at accounts. accordingly we think it would be useful to be able to record an email against the account rather than just the contact. can this be implemented? thanks.
Email Address
Dear Sirs, I have a company and use crm with one user. However I use different email addresses within my company. Currently if I want to send a mass email it is sent from my main email address. However I want to send a mass email from my other email address. How do I do this? Please give me my options. Many thanks. Douglas
Views in potentials
Hi Is it possible to have a view in potentials with "last month potential" and " current month" please??? Wbr Susan
Zoho for iPad issue?
We have an account with three users, one user can login on the iPad app. Another user gets this error: "CRM Mobile add-on is disabled for your account" Any ideas? I looked around in settings and couldn't find a way to 'enable' mobile for the user. Again, another user on the same company account can use the app. Any help is much appreciated, thanks!
Issue w/ Importing Data
Background: I have a CSV list with 1,841 leads. The list and each record contains all the information required to create a Lead. I have imported the exact same list 4x over the last 16 minutes: The first time 535 records were added (I ran a report that now said I had 578 leads) The second time another 34 records were added (I ran a report that now said I had 612 leads) The third time another 34 records were added (I ran a report that now said I had 646 leads) The fourth time another 34 records (I
SEND MASS EMAIL FROM REPORT?
Is there a way to send a mass email to email addresses generated from a report? I'm trying to email all contact roles associated with a Potential, and I can successfully create that report - I just don't know how to execute the mass email?
CREATE A QUOTE
I want to change which product details appear in my 'Create a Quote' screen. Any idea where to do this?
Campaigns/Action Plans
I am trying to automate Zoho (Im a new user) so that when we have a patient I enter their data and a specific "action plan" takes over and notifies me of letters and emails that go out to the lead based on the docs I have uploaded...does Zoho do this? It seems like a basic CRM function but can not figure out how to add a series of letters to a lead...any help would be appreciated...
MASS EMAILING
In CRM contacts I have sent a mass email and I am not sure how I find out how many emails did not get through for whatever reason (wrong address etc). Is there a report I can access to find out? Thank you
Moving leads into contacts
Could someone show me how to do this?
User Permissions
I just created a new user that is setup as a manager. I'd like this user to only see certain leads or potentials, preferably ones that have been assigned in her name. This of course would restrict her from seeing information that has not been assigned to her. I can't figure out how to change permission so that this is possible.
Why no proposals in mobile crm?
Why is the web based crm product more complete than what I can see on my iPad? I am paying for the Enterprise version and everything should be available in mo Ike format...
How Can I reach the "Contact Role" at Potentials' Report
Dear Support, I'd like to include the "Contact Role" in some Potentials Report. Could you help me please? eg. Potential Contact Role Roll out SAP Paul Sponsor Mike Influencer Thanks. Paulo Miguel
Opportunity Totalling
When you display all of your opportunities in a custom view, is there any way to display the totals of all those at the bottom of the view? Thanks
Conversion of contacts back to leads
Is there a way to convert a contact back to a lead? We mistakenly entered some potential customers into contacts instead of leads. This was done with many contacts, so if you have any idea on how to do this on a large scale it would be really helpful. Thanks.
importing leads in overide mode
I should be able to select what field i want to check against when importing leads in overide mode. I don't always have an e-mail for leads being created and so i have no way to import info for these leads without duplicating all of them. I don't know how hard it would be to allow me to select any field in the crm to check against but this is something i would like to see.
Duplicate events in crm after connecting to google calendar
I connected my Crm calendar to my google calendar. Now all my events in both my crm calendar and in the google calendar are doubled! What did I do wrong and how can I fix this?
HTML & Perhaps API programmer wanted for hire
We need to generate a .pdf with the same information and at the same time the save/submit button is clicked on a web-to-lead form. The .pdf will either need to auto attach to the lead record for future forwarding or be forwarded to a predetermined email address. We also need to auto populate the leads generated on a third party advertising website (which currently generate simple emails) directly into Zoho CRM leads. Additionally, we would like to have the current Zoho generated web-to-lead form customized to
Syncing Emails to Contacts
Hello, My goal is have all emails that come in to my Gmail that come from someone who has their email address added in Zoho contacts, recorded in Zoho. I have a separate Zoho account for another company that I have done this to in the past. Can someone walk me through this process?
Custom Zoho CRM App
I created this custom Zoho CRM app to check and edit leads in about 5 minutes using Capriza, a plugin for any CRM or web app. Feel free to use it if you find it useful or you can actually create your own for free. It doesn't involve any coding.
How long takes to receive data in ZOHO from a web form
Hello dear Zoho team. I did a web form in order to keep the data from a web site to Zoho CRM. Right now we are using the free version. My question is: How long takes to see the data in Zoho Possible Clients when you fill a form from a website? I did a test and I haven't seen the data iin Zoho. Thank you in advance.
PDF export stopped working
Hi, We cannot create a PDF that will open from within a Sales order, the feature has stopped working for all our users. The PDF created is corrupted: PDF reader says the file may be damaged or an unsupported file type. I have tried in Adobe Reader and Nitro PDF with the same results. Anyone have this problem? It's just started today. Thanks Steve
Workflow Actions
How do i set up a Template that once a field is updated in Accounts it will send email of contacts within that
Link between ZohoCRM and Zoho Creator
Is it possible to link custom-built apps Create in Zoho Creator with Records in Zoho CRM? For example: link a Zoho Creator database to each Potential.
New section in CRM Contacts with data from Creator
Hi, Is it possible to create a new section in CRM Contacts (or Accounts) with data from a Creator database, like it is done for Campaigns or Activities? I have a Correspondence Management app created in Creator and integrated in CRM through Web Tabs that I would like to further integrate in CRM. As such, I would like to see each correspondence related to a contact appear in that contact's record, on its own section. Thanks in advance, Leonel Silva
Problem with Synchronisation of Outlook contacts with Zoho CRM
I encountered a problem when trying to sychronise two Outlook contacts with Zoho CRM. The error message that appeared read - 'This item is not in the selected category'. Can you please investigate and get back to me asap. Thanks Rosanna Hawkins
Two fields by the same name in the same module
Is it possible to have two fields by the same name in the same module? It doesn't seem possible. Other crms allow you to do this because you can choose the field name and display name.
Error:Null in Custom Text Area
Currently have eleven (11) custom fields of type Text Area. One particular Text Area field only allows 132 characters. The addition of characters results in Error:Null. For testing I have the same exact paragraph (964 characters) in the other 10 Text Area fields and the first 132 of 964 in the field of concern. As a result it does not seem to be a special character issue. I thought it might be an overall record size issue but I can append additional characters to the other 10 Text Area fields
Linking Zoho CRM to Zoho Calendar
Hi, We are just staring to use Zoho with our company ( I used it years ago with another company and thought it was great!) We manufacture, supply and install fitted furniture so we need a system that; Catch the leads as they come in from phone, email, showroom etc. and log onto system (ZOHO CRM) Assign these leads to each Sales Rep (Not sure how to do this yet) Schedule Sales Rep Individual Calendars, with appointment for call out to that leads home ( Not sure how to do this either?) and ideally
Sending mass e shots / emails
Hi, I've inherited a CRM database from a previous employee. The previous guy sent 3 e-shots type emails out and I want to continue this monthly. Is there a tutorial to setting one up and sending to multiple targets ?
Adding more than 100 leads at one time to a campaign
How do I add more than 100 leads to a campaign at one time? I want to add 500 leads to ONE campaign.
Workflow automation - task reminders have fixed time - need to be relative!
We're trying to create workflow rules now. We need very simple thing: if new posibility is created with stage=Pending - there should be automaticly created task with immediate pop-up reminder As you can see on attached screenshot - we can do everything except the last part "immediate pop-up reminder", because there is only a possibility to set fixed time in reminder setup for automaticly created task. What if the rule condition will be executed after that time - reminder will never pop-up?
Send email from a different email account and BCC a contact in Zoho
Is it possible to BCC a "dropbox" in Zoho, and make sure that the email is copied as an email / note to the wanted account (based on e.g. their email), like you can in Highrise?
Question about accountancy and invoicing (new to Zoho)
Hello. I am new to Zoho and new to any CRM, as the company I work for ( a computer online shop and service) is looking to implement it. Therefore I have a very important question For accountancy and invoicing, we are using a software called Winmentor ( based on Borland Database Engine ( Advanced, based on FoxPro) . Is it possible to integrate our software winth Zoho CRM so that it fully automatizes our invoicing and gestions ? http://www.winmentor.ro/main_en.php is the site of the app. Looking forward
Show Total Value of Products linked to a Potential
I'm still a Zoho newbie but I cannot seem to find a way to take the sum of the unit values for products linked to a single Potential and have them show anywhere on the Potential record that they are attached to. I am able to create the info in a matrix report where it shows me the sum of the unit prices for all the linked products by potential but would really like this value to show up on the actual Potential record also instead of having to manually calculate and key-in an amount for the Potential
Zoho CRM - user problems
Hi there, Our ZOHO CRM account has 3 users. 2 user accounts are fine. As for the other, I updated the user account details, and now the zoho formate/information/templates etc it can access are our old setup. Why does this happen and how can it be fixed? Thanks
Information entered from iPad not showing up
Entered information into nptes section for an Event on the ipad and it does not show up on the online version. Why is this? Also some of the pick lists dont show up on ipad? How can I solve this
Automation rules not working
I have created a rule that should update a custom field in accounts. Basically if account type changes to "live customer" and the update date is today set the "last paid" custom field to today's date. I have also tried "execution date" No luck.
Getting HTML code when viewing campaign section of the CRM, how do I get rid of this?
I created a new campaign, after completing and viewing the first campaign it gives me this HTML error at the top <a class='link' id='ownerName_id' href='/crm/Security.do?actionName=viewUser&userId=797767000000059001'>Dustin</a><input type='hidden' id='entity_name' name='entity_name' value="1st Mail Drop"> <a class='link pL15' href='javascript:void(null)' onclick=newShowLookUp('ownerName','ownerId','AssignedTo:*','ownername','fromentityview','','','797767000000012723','null','','797767000000002647')><span
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