Exporting from Maximizer Enterprise to ZOHO
Having difficulty! I have created an export file in csv format and have matched the categories and still I get message that no importation into Zoho has taken place . There are about 8000 customer accounts; about 140000 contacts, etc. Here is the 'import report' as was e-mailed to me:' Imported File Name : Accounts to ZOHO.csv No. of Records added : 0 No. of Records updated : 0 No. of Records ignored : 32 (Reason: Due to empty values for any of the mandatory fields)" I have used Maximizer for several
I really need to change home currency!
I need to change the home currency for my organization, but it seems system don't allow this. Can I contact someone in your team to do it? They setup the home currency by mistake as ARS and we need it to be USD as soon as possible. Our CRM is already being used a lot, and can't afford the loss of configurating a new account just to do a simple change. I would appreciate your help as soon as possible. Regards,
Team written Reports with internal ZCRM links
Hi, Every week, we have a debrief meeting with our team. In this meeting, we talked about sales, revenues, number of visits/calls, etc... We also discuss about what went well and what went bad during the week. To do so I'd like to get a free text form in zoho in which I could add: - My words - Internal ZCRM to "tickets" - "Events" - "Solutions" - Reports - etc. So that I will be able to create an enriched text with ZCRM internal links. Any kind of solution would be appreciate . Regards,
Request in an option view including a non-active user impossible
Hello, I need to create a view based on options made by a user that is not longer in the company and has been desactivated. But when you want to do a request zoho allow you to pick up only "active user" and you cannot change the menu to pick up non active user... I really need to do it... thanks for your help Nono
Auto creation of case from opporunity/potential 'closed won'
Hi all, Does anyone know of a way of having a case created automatically when an opporunity / potential is 'closed won'? We are a service company and an opportunity is always a job of some description (it may be a repair, installation, maintenance visit etc). When the customer accepts our quote, we have to open the opportunity, change the stage to closed won (in order to register the sale) and then manually create a case for the job which essentially requires pretty much the same key details
calendar entry for metting when invited...
when one of my staff have a meeting and also invites me? I have to go to the calendar and add this meeting manually. is there a way to automate this process?
B2C and B2B Deals within one setup?
Hi there, I'm currently in the process of setting up Zoho CRM for what we are doing, we effectively have three lines of product: 1) Trade Services - This is a set of services we sell to companies only - B2B 2) Event Services - This is for managing events for both consumers and companies - both B2B and B2C 3) Consumer Services - We sell products to consumers also, primarily 2 different services Leads are collected from a number of different sources, for example emailing, web forms on our website,
Outlook plug-in cant log in
Installation of Outlook plug-in (Outlook 2007) was succesful but when trying to log in (into CRM), asks to provide valid username or password... CRM is in use via Google Apps ids. Outlook plug-in has activated for the user (in Zoho CRM). So, what's next? How to fix this problem?
Set Future Date to field
Hi I am relatively new to ZOHO. When we add a new potential we woild like to set the default closing date to say 90 days from today. Is there a way to achieve this in the Professional version Regards Tony
Setting up an AutoResponder
Hello, I am trying to setup an autoresponder for leads i import. The directions say To set up autoresponders Click the Leads/Contacts tab. In the Leads/Contacts Home page, click Leads/Contacts Tools > Autoresponders. In the Autoresponders page, click Create Autoresponder. My problem is, i do not see the second step in my Leads tab. Could anyone help? I see the LEAD TOOLS however, i do not see anything that says AUTORESPONDERS.
Email issues
I seem to be having a lot of trouble with the emails in this system. Some are not coming through at all, some take quite a while to come through. I also found out that an email I sent to an enquiry went to their spam folder. It is not acceptable to have my emails going into the spam folders of my enquiries. I don't have any issues if I go directly through my gmail account.
Imported leads with wrong dates
Hi, I am new to Zoho CRM and currently evaluating this for our company. I imported leads but the leads has a custom field with a date set to DD/MM/YYYY, and when I did the import I didn't realize that it will default it to MM/DD/YYYY. So now I have all my leads with wrong dates. For example; I have a lead that should be 9/7/2012 (DD/MM/YYYY), currently its recorded as 7/9/2012. I change the local afterwards, but because the months happen to be all under 12, it didn't throw an error when I imported.
Leads are my product. Sending outside Zoho and tracking customers are my goal.
I develop leads online.I want to be able to upload the leads I generate and send them to my customers.Some of my customers use Zoho some don't.I like the look of the form we have made in Zoho and I am trying to send that style to my customers.I dont want to send them a csv file.Then I want to be able to track what I send my customers. Before I came to Zoho I got leads from someone that was using Zoho he sent them to me in a snapshot style ( I think).I would like to be able to send like that Can I
Copying potentials
Is it possible to copy or clone a potential easily? I have entered potentials with a prospect that have license, consultancy and support amounts. As each are different forms of potential revenue and may come in a different times, my boss wants me to separate them into 3 potentials instead of one. I see no easy way to do this. Any ideas people?
Changing Lead Name
I have loads of leads in my database. Initially, I could not enter a 'last name' field because they are film/tv titles rather than people. I created a field called 'title' and used that. I then inputted 'UNKNOWN' for all lead names as it is mandatory. I have now realised that I could easily have the title in the last name field, and would like to copy it over. I am concerned that there is no way to edit a 'LAST NAME' field once you have created a record. Is this true? I would like to mass copy the
Ranking Leads
Is anyone currently ranking their leads? I am thinking to create a custom field in order to rank my leads by numbers 1-3 in order to see how solid of a lead is. Is anyone utilizing something like this? Does anyone have a better way to rank their leads? We would like all leads to be included in our CRM, but when the sales team is going into the leads, i think it would be helpful for them to see the ranking of the lead. Please share your thoughts.
Remind Contacts
Dear All, After create a new purchase order, is it possible to send an email automatically to contact? Thank you, Eggy
CRM Mass Email, also email "email2"
Hi, is there a way to include the email2 address when sending out mass emails from Zoho CRM? Often a contact has several email addresses (for instance husbond and wife) and both would like to receive the information we send out. We on the other hand does not want to have two different contacts for same customer, since husbond and wife are considered as one customer, not two separate. Kind regards, Bo
Price with no comma...
Hello, I am trying to import my product using an excel file (I have tried as well .csv) so everything works find except the price. Indeed all my prices have a comma such as 3,10 $ Once the import is made there is only $ 3.00 I have tried many things but it doesn't work ! Since the support doesn't give the solution for it to work can anyone have had this problem ? and what is the fix ? Maybe there is something I don't understand... Thank you for your help.
One Contact for Multiple Accounts
Is it possible to link a contact to multiple accounts? An example scenario: I deal with restaurant owners. Each restaurant that uses my services is an Account. The restaurant owner is the Contact. In some cases, the owner might own multiple restaurants. I will have a separate account for each of these restaurants but they all have the same contact. Is this possible? If so, can you tell me how?
CRM on iPad
Do you finally have some news about CRM for iPad? Thank you so much
CRM Unique ID
I would like to pass the Unique ID of a Potential to an external program so that I can then use the API to query the CRM using the getRecordByID() function. My thought is to create a custom link that calls my external program but the ID field is not one of the fields that I can select and pass. Is there a way to do this? Thanks.
ANDROID APP HAS ARRIVED
In case you missed it, Zoho CRM has launched the Android version of ZCRM. Here is a link to the release announcement they posted in the Zoho Mobile Forum. (Not sure why the ZCRM team didn't post it here too) https://help.zoho.com/portal/en/community/topic/android-app-for-zoho-crm-release-announcement
ZohoCorp Portal
Still finding my way around the Zoho site, and at one point, after finding an incomplete answer, in the Zoho Knowledge Base, to a question with regard to linking Zoho CRM to Google Apps, I found my way to "Submit A Request" but it wasn't clear if it had accepted my Request. I selected "My Requests" to confirm, but it returned that "You cannot track your requests since you're not a registered user of this zohocorp portal" despite the fact that I was/am Loged In to my account. What's that about?
Letters are garbled.
From Today, All mails that we sent to our clients, letters in them are all garbled. So we got reply saying, " The letters are garbled. I couldn't read your email". When will it be fixed?
Potential stages history
How can I track the Potential Stages History? I want to be able to track how long Potential takes from one stage to another?
Was there a problem with Saving fields/records on Friday 18/5/12
Hi One of our users has reported that they added photos to a load of Contacts on Friday, and they are now not appearing in CRM. User also reported that URLs were added to one of our Custom Fields, and these haven't saved either. Was there a problem with records saving on Friday 18/5/12? Tks CK
Roadmap for Zoho CRM API
Dear team, Success of Zoho CRM cannot be achieved without the API that allows integration of third party applications. Is there any road map of future improvements you would like to share with us? We have been facing several times the multi search criteria, but probably other developers had different issues. Could you please communicate on what is coming next? Many thanks in advance! Best regards, Christophe Mendez | MZ Consultants
Export Calendar Items to Google Calendar
I have setup Zoho to synchronize events with my Google Calendar. However, the most frequent sync interval available is every 6 hours, which is far too slow, and no manual sync option seems to be available. Given that sync is only available on paid editions, it should certainly be real-time, especially when most competing products offer real-time sync even in their free editions. I also do not see any means at all of exporting or synchronizing tasks, even though the wiki claims that tasks can be
What to do with a potential when the deal is closed.
I won the account from a potential and now what do I do with the potential record? Does it just stay a potential? How do I change it to no longer show as a potential?
Products & Contacts
I'm a bit confused about how to link / associate Contacts with Products: I added Products to my Tabs, and created a Test Product. I can’t find any way however to associate a Contact with this? It shows me a section in the Product called “Contacts” and there’s an option “New”, but I want to associate existing Contacts with this. How do I do this? Also, some of our customers book multiple Tours (“Products”). Can a contact be associated with more than one Product?
Monthly/Quarterly/Yearly Reporting
The obvious lacking feature with ZohoCRM is the ability to make financial projections based on close dates. All that would be required is the ability to group dates. (this is actually a really simple SQL query modification, see 'DATEPART') After reviewing the forums (http://help.zoho.com/portal/en/community/topic/grouping-by-month-then-quarter-then-year) it appears that this functionality was promised in 2007, then in 2008, then in 2009. Now 2010 is almost over and I do not see this functionality
How to link oppotunity and invoice ?
Hi all, My problem is that I am working on ZOHO CRM and I would like to merge in a document informations from the Accounts, Opportunities and Invoces tables (ZOHO CRM invoice and not ZOHO Invoice application). In fact the problem is rather staight but can not find the solution. In other word I would like to be able to create a document (MS word or Witter) with some fields from the opportunity, some fields (adress...etc) from the account table and the invoice id + the amount from the invoice table.
Macro only in Contacts - what about other tabs?
Would love to see the "Run a Macro" option for other fields, other than Contacts. Most specifically, under Quotes and Invoices, since the majority of our functions are derived from these tabs.
Calls per day
How I can build a number calls per day board?
Rights for a team of tele-prospecting
I have a team of tele-prospecting works on the leads and contacts managed by the management agency. The team of tele-prospecting accounts for all sellers in agency Activities captured by the tele-prospectors are not visible by the agency principals. How to organize the rights to allow this visibility? Thank you for your track. Annuler les modifications
Criterion change
Hi, Can I change the revenue column in Potential and Account page to some criterion and generate report based on that. thanks
Alarms in CRM Mobile
Is there any way to create a timed reminder or alarm or popup notification for a task or event in the iPhone app version of the CRM? It seems like a pretty basic and elementary function to create some kind of reminder of an event at a specific time, but the only option for receiving any kind of notification for an event created from the iphone app seems to be an on/off switch for an email notification, and it seems the email is generated approximately at the time the event is created. If it's something
Is There Another Way To Login Zoho CRM
To get into the CRM I find that I have to login at the zoho.com page and then click the crm button and then wait while the software redirects me. Is there a login page directly into the crm application?
Display Company on Iphone
Is there any possibility to diplay the Leads by Company. I need to search by company and not by people
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