Sort functions for reports
How do I use sort functions to alphabetize my Account Reports?
My 2012 ZCRM Wishlist
#1 - An Android app that allows one touch call logging. What good is a mobile app if you have to stop driving to use it? Most mobile users are accessing ZCRM from a smartphone. The app should be connected to your phone contacts so that when the caller ID comes up on an inbound call the ZCRM app asks you if you want to log a call when you hang up. #2 - Real Time calendar sync with Google Calendar (or other 3rd party web calendars). When I am on the go I want my office to be able to view my schedule
create second business
hello, I have two separate businesses and both should be handled with zoho crm but I want to login with my one gmail adress. can I create with one gmail adress more than one business in crm or zoho itself? greets ...
How do I count the number of days between when an order is opened and when it ships?
I'm trying to create a formula in CRM. I've tried using a formula like this but I keep getting a syntax error. ((${PurchaseOrders.PO Date} - ${PurchaseOrders.Shipped Date}) / (1000 * 3600 * 24 ))
sorting leads
What is the best way to sort leads? As I prospect and remove the lead as a prospect, I would like to be able to remove leads from my primary list but keep them in a separate list for future reference. Most have competing products so are not interested in our product but I want to keep the intelligence in case it's needed in the future.
no returns on search function
There seems to be no configuration of search terms I can use that would return any results what so ever from the search function. For example I can see a lead with the company named: ABC Corp. If i type ABC Corp. into the search field nothing comes back in the results. There is nothing I have entered so far that returns anything. It would seem to be broken. I have seen older posts from years back that ask this questions and I haven't found any answers. I apologize if this is a redundant question.
Dates (years) messed up on import, simply fix?
When we imported our accounts, we didn't notice that the dates on most of our accounts and events were botched somehow. For example, 2009 became 0009. Because there's no way to automatically import attachments, we just spent several hours transferring them by hand, so starting over here kind of isn't an option. Is there some simple way to go through and automatically change any year starting with 00 to 20? That would completely resolve our issue, which is causing problems for our reports.
Reports that seperate geographic location?
I'm trying to figure out if there is a report that will seperate my leads based on geographic location or show some mapping?.... ideas ?
Restrict Data Export
Is there a way to make it so non admins can't export data? Thanks!
Contacts -> Account Links Disappearing
I had all of my Contacts assigned to Accounts. When I logged back in the next day, I noticed many of my contacts had no account assigned to them. So I went through each one and made sure they were all assigned and linked to a valid Account. Today I saw the same thing - about 1/3 of them had no assigned account! So for some reason the link is being broken, or not holding. Has anyone else experienced this issue? What can be done to prevent this from happening?
ADD CUSTOM MODULES w/ the ability to create custom relationships
The ability to add custom modules and custom relationships between modules is what makes salesforce and SugarCRM so powerful. Zoho was great for us for about 8 months until we needed more than a very basic CRM. I think the CRM team need sto look at features like this, that make them able to compete with the big CRMs in scalability. It seems like there is a pretty low cap on what companies can use a tool that is not more customizable (and that does not mean tryiong to fit my custom module needs
Enterprise Edition: Cannot add new user
I have the Enterprise Plan, which states it includes Unlimited users. However, when I try to add a user, I receive an error message (See screencast). http://screencast.com/t/KtU1VQjvjNss Melissa
Problem while importing calls
I used Zoho on one domain and wanted to move it to my other domain. So i exported everything to CSV-files and tried to import them again.Wich worked, except for one problem. When importing calls and Activities the link between client/contact and the activity disappered. This is a big issue for me since i am now not able to follow up what have been told to each client last time we spoke.
Converting a lead to a account
I really like Zoho but when I convert a lead to a account it seems to lose data. I cannot see the lead source any were when I have converted it to a account. This is important knowledge to us even though the lead is converted. How should I be able to do a analysis of what lead source gives the most clients etc. if this data is lost when converting a lead to a account?
Is it possible to change the Google Apps domain for ZohoCRM environment?
Hello We started to use ZohoCRM by adding ZohoCRM as an application from https://www.google.com/enterprise/marketplace/viewListing?productListingId=2533+17854168373705313802&pli=1 for one Google Apps domain let say www.google.com/a/domain1.com. Now we would like to change the Google Apps domain bounded with this ZohoCRM environment to another domain let say www.google.com/a/domain2.com. I've found only disable/enable switch in Setup/Apps & Add-ons/Zoho CRM for Google Apps setting page. Is it possible
On User Input -- Change Value -- Lookup Field
Issue: the problem was caused by the field being a currency field. When I changed it to a regular number field, it worked fine. Some weird bug. My conclusion about the error below was incorrect. The problem is somewhere else, but I cannot solve it. Here is what happens: Load new form Select Value A from a lookup Field 1 On User Input for Field 1 script is triggered: If lookup 1 = A, then set Field 2 (currency) to a fixed value and disable Field 2 Otherwise, set Field 2 to null and enable field
I have mapped a the "Address" field across Leads, Contacts, Accounts, and Potentials is there a way to....
I have mapped a the "Address" field across Leads, Contacts, Accounts, and Potentials is there a way to update the "Mailing Address" field in Contacts, and have it auto populate the linked "Mailing Address" fields in the Potentials? I get it that I can populate the Mailing Address fields in a the "Leads" section, and when I convert the lead to a Contact and a Potential it copies the Mailing Address across to the Mailing Address fields in the Contacts, Potentials and Accounts, but how can I do this
Outlook Calendar Sync
I've seen some old posts about syncing Outlook calendars in the forums from a few years back. Did this problem ever get solved? I can't figure out how to sync my calendar of potentials to my Outlook calendar. Is this possible?
Time based workflow not triggering
Hi there, I have a workflow setup on Potentials. It is set to activate on "Create or Edit" with NO Rule Criteria set (meaning I want it to fire on all records created or edited). There are NO Instant Actions set. There is ONE Time Based Action set. Execution Time: 1 day after the Closing Date Action: Update Fields (1): Field Update: Set Stage "Not in field". However I just looked and saw that nothing has fired since I set this up. The most recent should have fired on Jan. 18. Am I required to
ZOHO CRM feels both polished, yet somehow not yet ready for prime-time
So I've had almost a week now to tinker around with the CRM options. At this point, I feel confident in saying that it's a good balance of price and features, and there is support, albeit very slow for a company who's customers are other all running businesses on their platform. However, I'm comfortable enough with the system and the pricepoint that I believe I'll be sticking around for a pretty long time. I am also very happy with the clean, uncluttered appearance. Visually, it fits in pretty nicely
Selling to individuals only, not businesses
Many businesses are business to individual only in their scope. They have no relationship with selling to businesses, contacts, secretaries or assistants, purchasers, decision makers etc. It often looks like a salesman going into a home and selling products to a family. How do you take a raw lead and create an appointment with this person, sell them and make them a client? Please advise.
No Phone numbers in Potentials!!!!
Hi, I'm starting to get a little frustrated with Zoho now........To the point where i'd rather pay more and go to salesforce!!! We are a new start up company, the company we broke away from used Salesforce. This is how we work!!!! A lead comes ion from web-to-lead. - I capture -frist name, last name, phone and mobile. Once we qualify the lead we convert to - Account - Potential and contact. Both phone numbers only map to contacts, 1 number to account but none to potential!!!! It is
Assignment / Workflow Rules - NEED HELP
Hello, I am wondering if it is possible to create a Workflow rule that I get e-mails when IMPORTING LEADS into ZohoCRM? If i import X amount of leads into ZOHO and select a specific Lead Source, can i trigger ZOHO to send an email to a designated email address? Right now my workflow and assignment rules are to contact a specific email address if the LEAD SOURCE IS NOT EMPTY. Now, if this will not work when importing leads, will it at least work when someone submits on a web form, regardless of what
Assignment Rule - Importing Leads
Hello, So I have created a workflow and assignment rule that is supposed to trigger an alert via e-mail when the Lead Source is not empty. I have imported a test file to see if I would get an alert, and have not received anything. Can anyone please shed some light on this? It would be greatly appreciated.
ALERTS FOR ADDING ATTACHEMENTS
I ideally would like this CRM to send an email alert whenever an attachment is uploaded, this isn't in the drop down of options in the 'alert' area. I would also like it to email each user as to where it has been uploaded and onto which record. Is this something this CRM is capable of? Any help much appreciated
Contacts linked to Accounts Disappear
I had all of my Contacts assigned to Accounts. Everyday for the last 4 days since the outage I come back to my account and the links are broken again, it appears to be on the same accounts too. I have gone through each contact and made sure they were all assigned and linked to a valid Account. But the link keeps breaking/disappearing. Why does the link keep disappearing and what is being done to fix this issue????
View all Accounts or Contacts
Is there a way a Standard (ie. non-Admin) user is able to view All Accounts and Contacts? We have a user set up as Standard, but when they click on either Accounts or Contacts tab, they can only see the ones they creates (ie. the ones they "own"). I need them to have a way to search for any contact in our database, and view them / send them an email etc. Thanks, Kenneth
CRM / Gmail Integration
We recently integrated two Gmail accounts with Zoho CRM. For one, this has worked fine. For the other, we are unable to send / receive emails via Zoho CRM. Instead, we receive the following message: "Unable to send / receive emails. Please update your password in Zoho Mail Add-on configuration page." We've attempted this too, even with a clean set up of the accounts and still no luck. Any advice on what the problem might be and how we can fix it would be appreciated
Trying to demo, but....why is my Username showing up in email?
SO I just want to test this out before I buy. I try to dod a simple email test and email myself a letter. Works easily enough but when i get the email, the return address has my Zoho Username as the sender. I don't want my customers seeing my username. I want it to show my name or "SALES" or plenty of other possibilities. Why does it make sense to anyone that my Username should be the sender. Simply leave it as my email address at the least. Is there some way to change what name appears as
Leads will not save
I have entered ten individuals into the leads section of our zoho account and now only one of them is showing up. I went to re-enter the other leads but each time I try to save, it says: The record(s) you are trying to access is not available. Following could be the reasons: - You do not have permissions to access this record(s). - The record(s) could have been deleted from Zoho CRM. Has anyone else experienced this? What can I do to correct this? I'm wasting time trying to enter information that
email NOT a mailto: link under accounts
Hello, There is a huge problem that causes a major incovenience and it should be very simple to fix. on the "CONTACTS" module under the "ACCOUNTS" tab, each contact that has an email is displayed. but the text in which it is displayed is a plain text, and not a mailto:email@domain.com link. this forces us to have to actually click the contact to then click his email address. Please fix this interface bug ASAP!
Converted leads report
Why does the converted leads report put 'Pre-qualified' in the Leads Status field, irrespective of what the lead status actually shows in the lead?
Forecast report history
What are the rules for when a change appears in the Forecast History?
Creating forecasts
I like the forecast report, but would like to create one for each sales person. Please can someone give me advice on how to do this.
Integration With Silverpop
I need to supply my CRM contacts to Silverpop for email campaigns. Can anyone help me out?
Leads & Contacts
is there a way to 'downgrade' a contact to a lead? Thanks. Manuel.
how to modify an existing user'a email address???
I am trying to modify/update the email address of an existing user however it looks like the field cannot be edited, please help!!!
Outage aftermath
After yesterday's outage, where I was locked out of access to my client information for a full day two things have jumped to the top of my must have list. 1) Offline access. - Luckily yesterday was a slow day for us, but on a normal day not having access to things like client notes and contact details can cause us a world of hurt. Some form of offline access could mitigate that. 2) More robust backup options that the user can control and have access to - backup has been a concern of ours since
Can a proposal in QuickBooks be synced as a potential in Zoho?
Hello, We would like to be able to create a proposal in QuickBooks, then sync it to Zoho as a Potential. Is this possible? It would allow us to enter the information only once, instead of entering the same info in both the QB proposal and the Zoho Potential. Thanks, Owen
CRM contacts mail merge with Writer limited to 10 contacts/merge
Hi, I have been trying with Writer to produce quick mail merges of small bunches of contacts instead of exporting them and doing it through MS Word or something. Since I can't directly print the resulting merges due to formatting problems, I'm instead exporting them as PDF, which works and I get the documents correctly formatted. There is, though, a serious problem which is: I can't merge more than 10 contacts. This is quite a limitation, since if I have, for instance, 200 contacts to merge, it would
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