Can I automate that on a specific task or on a field update, tasks are automatically created?
Hi, I have two situations, where i would like clarity on how to execute in Zohocrm. 1. When I Update a Campaign Member Status, need to trigger some additional tasks. For example, if I get the Member Status to "Mail Sent" a task needs to be created to Call the lead about the mail with a due date of +5 days. 2. When i sent a specific mail tempate, the Campaign Member Status needs to be updated for that lead. Look forward to hearing your responses. Regards
Zoho CRM + Virtuemart
Has anyone out there successfully integrated Zoho CRM with Virtuemart or Virtuemart with Zoho CRM
Inventory Template Issue - Individual Tax filed showing empty in PDF
I use a customized Inventory template for purchase orders. In this i have ${PurchaseOrders.Individual Tax} in one of the columns. When i export to pdf the value is blank. I have the same kind of customisation for quotes and invoices and the rate is displayed. This problem is only with Purchase order template.
Zoho CRM with Virtuemart
Is it possible to use Virtuemart with Zoho CRM
Zoho Mail Add-on for CRM integration - lack of GoogleApp integration features...
I've been using ZohoCRM with the Mail Add-on since it came out. I use Google Apps Mail mostly for my email work, calendar, etc. But, I'm finding it very hard to manage both my GoogleMail and my ZohoMail account, since I need to pull copies of mail from Gmail into ZohoMail to create a mail log for Contacts and Leads in CRM. So, basically I have copies of mail in both places (Ug). Although this isn't ideal, it still gets me an email trail inside of ZohoCRM. But, here's my real issue: I decided
Why can't my employees send out a mass email and have the ability to modify the "TEMPLATE" chosen???
Not any particular template may be perfect for the email being sent, but why doesn't Zoho allow editing of the template in mass email mode, like it does when you send an email to only one contact??? ADDITIONALLY (serious shortcoming for Zoho - duh)... I cannot give an employee the ability to create a template for a mass email without giving that person FULL ACCESS TO EVERY TEMPLATE IN THE SYSTEM!!!! Absolutely ridiculous! If someone has FULL access to EVERY template, they could do some serious
Mass email functionality needs some attention
Tis the season to send mass emails. So as I am slicing and dicing our lead and customer list I am noticing a number of quirks that are hurting our productivity. The first thing is the Zoho "almost perfect" curse where there is a great feature that is just not thought out all the way through and causes pain. Search on my name if you want more info on the little things that kill. So the mass email functionality works great except for a few things that make it almost impossible to automate. Bear
Usage reports in Professional Edition
We are new to Zoho CRM so I may possibly be asking a very simple question but I am struggling to find out how to produce user reports for the system. We have about 17 users and I need to be able to see when each person last logged into the CRM system and ideally the number of contacts, emails and accounts added as well as emails sent (we have the mail add on for each user). Please can someone let me know if there is a way of seeing this information on the Professional Version of Zoho CRM? Many
Questions and issues
Hi, First a few questions: A: Contact page: Is it possible to view more than 100 contacts in one page? B: Account page: Is it possible to view more than 10 (pre-set) contacts/ open tasks/ closed tasks etc? C: Bug, Accounts view, account with more than 10 open tasks: When i click the arrow next to the "10" in order to see open tasks "11-20", all open tasks disappear (not deleted) and the page jumps to "closed tasks". Kind regards, Bo
Notes
After creating a note in an account the content is not visible unless I click edit
skip duplicate records
In the professional version of ZOHO CRM wish to import leads and that the skip duplicate records is not the e-mail. Be the telephone number or contact name. Is it possible?. Could be done in the Enterprise version?
duplicate records skip
In the professional version of ZOHO CRM wish to import leads and that the skip duplicate records is not the e-mail. Be the telephone number or contact name. Is it possible?. Could be done in the Enterprise version?
Drip Campaign - NOT Autoresponder
I want to set up a drip campaign, not an autoresponder. I need my leads to get a series of around 10 different emails on a timed basis (e-mail 1 on day 1; e-mail 2 the day after that; e-mail 3 four days later....). Where is this campaign? Is it an add on? or something else? Thanks!
Using a formula in a Purchase Order Template
At the moment under Total I have ${PurchaseOrders.Qty}*${Products.Unit Cost} which does not work. Is it possible to use such a formula within the inventory templates. I have tried to use brackets and an equal sign without any success. I cant use the default ${PurchaseOrders.Total} because I am using the products unit cost and not the list price.
Drip Marketing
Love the mass email and single email template functionality but am I missing something with regard to scheduling a series of emails to be sent to a lead? I dont see where the system allows for this drip marketing and am having no luck in searching the forum or help for this? thanks!
pulse...dashboard... or ... report
I want to be able to see what all of the zoho crm users have done each day in the crm. Is it possible to view a list, in chronological order, of each action that was taken in the software along with the name of the user, date, and time?
Direct Dial with Blink?!?
Hey guys, maybe it is already possible, but it would be great if the standard "phone" button next to a phone number could directly link to applications like Blink or telephone app and not only skype. Is that possible? Thanks and best regards Ben
Can one customize the view under Leads?
Right now I see only name company and email address- and I would like to be able to have them categorized by country/city etc Is that possible? Without having to go into business card of each one by one? Thanks
Search function
hi, For some reason the search function is not working. Either on a first name or a second name in either enquiries or contacts. Please can you have a look at it and see why this function is not working? Many thanks, Victoria Thomson. Victoria Thomson
Log In Problems
I can't log in to zoho crm using the username or email and password. No matter how many times I change the password and reset it, it tells me that it isn't valid when I try and log in. However, I can access my account through google's gmail system, but only on certain computers. What can I do?!
Clicking Account in quote does not autofill custom fields
Hi, When clicking the Account option in Quote only the Billing/shipping address details are automatically populated and not any custom fields we have created. I have been looking for a mapping option when creating a quote but cannot find it anywhere, does this exist? Similar to setting up the Lead field mapping I would like to map fields from the Account to be automatically filled in the quote form. Any help will be very appreciated.
Help with autoresponder e-mail templates
Here is my Scenario: A customer fill out a web form on our website. A lead is created and awaits review and assignment to a salesperson. I want generate a thank you e-mail telling them we received their inquiry. that part is easy. I can do that. The next part is the tricky part. When the Sales Administrator reviews the lead and assigns it to a salesperson I want to then initiate a e-mail back to the lead that introduces the Salesperson and provides contact details. I want that e-mail to appear as
Bug in exporting audit log
When a lead is deleted, or restored it causes the audit log export to end. Instead of getting 30 days of data, the data terminates at the point of LEAD deletion or restoration. The data can still be viewed in the Zoho Audit Log section (100 records at a time), but cannot be exported in its entirety. Can you please advise. Thanks Meg
ZCRM API insertRecord notes error
Hi, I am trying to insert a lead into ZCRM and then insert a note related to this lead. I am following this tutorial https://zohocrmapi.wiki.zoho.com/insertRecords-Method.html and using Java example. I am able to insert a lead record, but fail to insert note. The error i am getting is: <response uri="/crm/private/xml/Notes/insertRecords"> <error> <code>4401</code> <message>Unable to populate data, please check if mandatory value is entered correctly.</message> </error> </response> My lead XMLDATA
Recurring task in Activity - CRM
While setting recurring task in Activities, CRM is showing all recurring tasks activities at a time till due date for assigned user. For example, i would like to set recurring task as "BOD Process for Servers " for one of the user till 31-12-2012 I would like to assign this task to user everyday from today till 31-12-2012, showing ONE task everyday in activity table assigned to him till specified date. BUT CRM ZOHO is showing all tasks - i.e. creating 168 tasks starting from today till 31-12-2012
Question about Google Applications
I've connected my google applications to Zoho I wanted to know, if I send emails from Zoho, does this appear in my sent box in my emails? And if I get a reply to an email sent from Zoho, does this reply also appear in my Zoho account? So far, the answer for me is: no! I thought this was the whole point of integration with Google Applications? Thanks Omar
Home Page Leads
Hi I've created a new user profile from which I have disabled "LEADS" from the user profile. However, when I log into that user profile and go to the "HOME" page, there is still a section there for "LEADS". When you click on it, it says you don't have permission. But that section should, like the "LEADS" tab, not appear at all. Works for all other Sections we have disabled for the profile. But only the "LEADS" section does not seem to be hidden. Thanks Gene
Recurring Activity
While setting recurring activity for one of the user, it is showing all activities till the due date. For example, i would like to assign recurring activity such as "Running BOD Process for Servers every day" starting from today till 31-Dec-2012. When i set this activity in recurring - i would like to assign this task every day to that user and every day ONE activity should be trigerred as per date. But CRM ZOHO is creating 168 activities starting from today till 31-dec-2012 This is not giving
Setting up different "profiles" - please help :-)
I have just been introduced to the world of CRM's - having never heard of them before yesterday! So far I am very impressed and although I am (currently) using the free version, I may well upgrade to the professional version to gain access to the invoices module - although this is not essential at the moment (because I'm just starting out). However... I do want to outsource "lead generation" and I think I have discovered the only way to give anyone else access, is as a full "administrator" - is this
Zoho CRM Outlook Addon
I'm getting a pop up that says to "enter a valid username and password" when I attempt to logon to Zoho CRM through Outlook to attached emails. The problem is, my user and password I'm using is correct. Anyone else having/had this problem? I deleted the addon and reinstalled but still no luck. Help!
Outlook Calendar Sync - what's the right way to update items
When someone sends me a calendar item I accept it in Outlook and then use the plugin to export it to Zoho. If a change is then made (like time is updated) and I try to reexport to Zoho I get an error message that this item has already been added. So what is the right way to update Zoho with the new changes?
Import lead data from emails
Hi, I have my leads emailed to me on a daily basis. The emails are in the exact same format every time. Is there anyway to do this automatically instead of manually entering each new lead? I know there are lead management systems that do this. Thanks!!
reports - schedule - filter last week, last month
Hi, I need to schedule reports fot last week and month. How can I do it? When I open manually report - there is an option to filter dates by certain period of time - how can I use it during schedule? Approch is to get reports every 7 or 30 days that contains data starting from now-7 or now-30 days, and of course ending at now. Best regards, p
Are Zoho CRM Tasks integrated with Zoho Invoice Tasks?
Hi I am a bit confused over how Tasks work/integrate between CRM and Invoice. For example I would like to raise a Task in CRM as I would like to track activity and progress of a task against a contact/account and communication about that tasks. At the same time I would like to track time spent by a contractor on that that. So I had thought, in Invoice you open a project. Select the Account. Then logically, shouldn't the tasks created in CRM for that customer be able to import in Invoice? Or are they
CRM outlook plugin not installing properly
Cant seem to get the add in installed. I have win7 64bit and outlook2007. Looks as if it installs fine but there is no tool bar and nothing listed in the trust center.
Need a NYC Zoho Consultant
We need to improve leveraging Zoho CRM and in the future link to other programs. Small project now and ongoing needs. Looking for a sharp, dependable, fairly priced professional. Josh Parker VerTerra Dinnerware josh@verterra.com
Notification Email content
Can we customize the content in notification emails? For example: when a a Potential is re-assigned to a new user, the automatic email only includes the potential name, and nothing else. It would be great if the Related-To (Account Name) or other fields in the Potential could be included. Same goes for task notification emails. Can this be done?
Plans for implementing other country Character Sets
What is Zoho's plans for impelmenting which languages in the near future. This questions is asked a lot of times with no response so far. Who has an answer? aquatex
In Zoho CRM can a Task be turned into an Invoice item?
Hi In Zoho Invoice you can create an Invoice from a Task. Can you do the same inside Zoho CRM with it's Invoice function? I see here you can Associate an Invoice with other Records e.g. a Task: https://zohocrm.wiki.zoho.com/Creating-Invoices.html But it one can do this. Ideally I would like to be able to generate an Invoice in CRM which is based on a Task all within CRM. Is this possible without having to create a product. I'm billing for Time Spent on a task. Thanks Gene
Inserting SalesOrder with product referred by Product name
In the API documentation it is stated that for a product attached to a sales order, the field "Product Id" is mandatory. Then the docs say that the "Product Name" can be specified, if you do not have a valid product ID. I've made several tries to implement this. I've tried Filling in Product Name and leaving Product Id empty (or not sending it) <SalesOrders> <row no="1"> <FL val="Subject">Test - SO</FL> <FL val="Product Details"> <product no="1"> <FL val="Product Name">Product name</FL> </product>
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