Conversion: Information no Transfering
I am putting all my enquiries into the Leads tab. But when they sign a contract and begin our sales process, I convert them into a Potential. However, the information (phone, email etc) does not transfer across for all the tabs, so I loose information. Also, I dont want the conversion to add to the Contacts, because this is where I keep my supplier information. Can someone tell me how to transfer all the information across to Potentials? Can I go back and edit the tabs to include them in Potentials
neighborhood report
Hello. Sometimes I go to a city to comercial visits and would be very nice to have a report of all contacts in neighborhood to visite them. Do I have that possibility?. Regards
Deleted item alert
I recently found out that a large number of records had been inadvertently deleted from Zoho by me, although I have no recollection of this. The truly scary part is that it was purely by chance that I noticed weeks later that they had been deleted and was able to restore. Under more normal circumstances I probably would not have looked at these records for a number of months and not noticed they were missing until too late. This got me thinking that it would be great to setup some kind of alert
Agendamento de eventos
Um evento agendado é mostrado com horários diferentes para cada usuário. O que fazer?
How can I attach incoming Google mail message to Lead or Contact?
Need to associate incoming e-mail information (sent to gmail address) with some of CRM objects (leads, contacts, potentials).
Report showing contacts with no potentials of a cetain type
Is it possible to create a report that shows all my customers that I have not registered a potential concerning a specific topic?
Individual versus Group account question
Hi I need help. One of our employees found Zoho on their own and signed up using their work email address INSTEAD of following the link they were sent. How can I tie the individual account they set up to our company account using the same email address? Thank you
For the Closed Activities View, can we remove the default "Left Voice Message" from the Task Information Status field for logged Calls?
I realize the Status field belongs to Tasks and not Calls, however I like to see all Closed Activities in the same View. The Status field for completed Tasks works okay, but for all Calls in this View, it shows as "Left Voice Message", even though you can't set the value of this field on the Log a Call screen. It would be better if the value was just set to blank.
I'd like to be able to scroll (using use Previous Record/Next Record) through records returned from Search
I Search Contacts records by Criteria and am returned a set of records matching the Criteria. Then after opening and closing one of the Contact records that was returned in the Search, I'd like to be returned to the list of records from the Search. Instead I am returned to some other Contacts record in the database. I can get around this if instead I create a Contact View that has criteria - then I can use Previous Record/Next Record arrows to scroll through the records returned in the View. Seems
Automation
Hi - Is there a way to do the following using automation: 1) Email all leads with X status 2) After emailing, automatically change status to status Y 3) If after 7 days status is still Y, email contact again another template and change status to Z 4) If after 14 days status is still Z, change status to Closed Trying to email leads and if we receive no response within 7 days, email them again with an automated followup. thoughts?
CRM Contacts vs Contacts
Hey, this might be a stupit question but I was wondereing if I still need Zoho Contacts (I'm using Zoho Business) when I decide to use the CRM (which also has contacts of course). One thing I noticed is that when I add a contact to the CRM - it is not suggested (from cache) when typing in the first letters of the name in Zoho Mail whereas this is the case when I have it as a contact in Zoho Contacts. Do you see what I mean?
Email
I've got a lot of time invested in Zoho CRM and I don't want to leave but the 250 email per day limit is way too restrictive especially in view of the many, many other CRM's out there which have far surpassed Zoho. Is there any chance this is going to change. I must migrate to a more modern CRM if so. Thanks! Paul
Floating Action Bar
The floating action bar is a good thing -- it could be a lot better with a simple change. When scrolling half-way down a long record, if I hit "edit," the record automatically scrolls to the top. This makes no sense, because the most likely area that I'd want to edit was where I was scrolled to. When I click save, the record again scrolls to the top, so if I want to verify what I just edited, I have to scroll down again. This wastes time with every single record I edit. I realize that I can
access any Zoho CRM access data having only 1 API KEY
Hi, is it possible to access ANY Zoho CRM account data via Zoho CRM API having only: a) one API key b) login and password of Zoho CRM account that I'm trying to get data from I'm just trying to understand possibility to perform above said in my specific scenario: I have several friends that can provide me with their Zoho CRM account credentials (login/password), but will not give me their accounts' API keys. Can I use my own api key (may I can request this "universal" api key via https://zapi.zoho.com/apigen.do ?
Beginner Question
I started using zoho today and have questions as I set it up for my business. Any help will greatly be appreciated!! 1. how do i make invoices for vendors? 2. how do I assign a client to a vendor? We broker deals between vendors and clients 3. how do i add custom fields to a potential? 4. is there a way for me to collect data from my website without having your form on the site? I already have the order process setup and would like an easy way to integrate zoho. Maybe a way to collect data from
Dashboards
Is there a way to create a custom dashboard with more than 2 columns? I have a report that has 4 columns and I want that to reflect in the Table Dashboard that I'm creating, but only 2 will show up.
Lost Fields in summary view (business card view) of new GUI
I am reporting a bug in your CRM In the NEW GUI, the summary or business card view works fine with Contacts. But, after customizing which fields need to show up in the summary view of Accounts and Invoices, the number of fields in the summary view of these modules disappear. I have now only 1 customizable field in the summary view of Invoices and none in the Accounts module. Can someone verify this as soon as possible please? Thanks a lot for your prompt assistance.
Mass update works for only 100 records at a time
I was all set up and ready to go to start using zoho, when during setup I realized that the only way to update multiple records at once is through Mass Update - and you can only do that 100 records at a time. So if you have a 1000 records in a contact list you just imported and would like to add a lead source, you need to do it 10 times? I must be mistaken. Please let me know how to get around this limitation. I also wanted to associate the 1000 contacts with a campaign and was dismayed to find
Is not empty and Is empty searches
Hi I think I am having an issue with this search function. Or perhaps I am not using it correctly. I am simply trying to show all contacts that have a certain field populated, so I used "Is not empty" search field. However nothing happens. I know I have plenty of empty ones so I am assuming those should be filtered out. I also tried "Is empty," but I get the exact opposite, all the contacts disappear. What am I doing wrong?
Customizing Quotes Template
How do I add individual product discount field into the template? .The ${Products.Total After Discount} displays the total after deducting the discount, how do I display the discount as well (the discount on individual products)?
Can I view contact emails at the account level?
I have thirty-five users in one account. ten of the thirty-five contacts have received email sent through Zoho. Is there a way to see all of the emails sent to the contacts at the account level? I have the same question related to tasks. Can I view the open tasks for all of the contacts at one specific account, by viewing only the account? For example in SalesForce, an email sent to a contact is automatically associated with the contact and the account. An email may also be associated with an
Task list does not allow "Account" field to be shown
I am unable to edit the activates list to show the "Account" for each of the tasks. This is problematic, as it requires us to remember the individuals account relationship as we are review the open activities list or forces us to click on each task to find out what account the task is related to. I tried to edit the view, however account does not seem to be one of the selectable fields. Suggestions?
Potentials and Relationship With Pipeline- Doulbe Booking
We distributed to several customers who are all competing on the same project. If customer a,b, & c are all bidding the same project which has the same potential name under the individual accounts of a,b, & c, is there a way to eliminate pipeline from projecting the sale 3 time overs? If the project is a $10k sale and only one of three bidders will get the job then I would like pipeline to recognize $10k of potential revenue not $30k. I guess this would also apply to totals in estimate report
Assign Task in CRM
How do I assign tasks to my teammates in CRM?
Mutiple Email Identities
I run several businesses and want to use CRM for all of them but in one account. I need multiple email identities for outbound email. How can this be done. Thanks
popup datei falsch geöffnet
wenn ich die datei beim popup öffne erscheint die alte version wie kann man das ändern das man nur in der neuen version die datei beim popup bearbeiten kann ?
popup datei alte version
hallo warum öffnet sich wenn ich beim popup die datei öffne die alte version ? und wie kann man das ändern
Auto-email to users following a lead/account when note is added.
I am thinking of switching from Salesforce to Zoho due to the workflow automaiton features. The one thing I do find extremely helpful in salesforce is the "chatter" function within each account/lead for discussions between users. I noticed that zoho allows the addition of "notes" to leads/accounts which is essentially the same thing. How do I have people who own or follow the lead/account get auto-emails when notes are added to the lead/account?
I am stuck with a few things on the CRM - I wonder if somebody can help resolve these
Just to avoid confusion, I have renamed 'Leads' as 'Properties' and 'Contacts' as 'Contractors'. I will try and refer to the original names. 1. I have set up a mail merge template. When I go to a Lead, and I do the mail merge (see mail merge.jpg), I fill in the rest of the information I need and then I don't see how I can save this as an attachment to a lead (see save-document.jpg). I can email it, but even then, as you can see from save-document.jpg there are rows that i fill in as and when i do
Zoho CRM + Mas200
Hey All! Our company is looking at implementing Zoho CRM(amongst other apps)along side our Mas 200 system. I just wanted to get any feedback related to other user experiences with this set up. Basically, we would be importing .csv data on a daily basis to Zoho and tying it in with some other Google business apps.....Thoughts? Concerns? Questions? Any help would be greatly appreciated. We are also in the market for a Zoho Consultant in the Denver, CO area. Thanks!
How do you get help with this?!?!?!?!?!
I have written on here, called numbers that are associated with zoho and read all the guides but cant seem to get any help. Nor does zoho seem to have any live support or anything - which is mad seeing as that is a platform that they sell! I have paid for zoho and want somebody to help me set up the CRM to my specification - to an expert I am sure my queries are simple but I can't seem to find out how to solve them. Could somebody tell me how to phone/skype/live chat the Zoho support team.
ZOHO CRM Customization Available
I'm an experienced ZOHO CRM Admin/Developer, I can customize ZOHO CRM for Novice users and program API Integrations for advanced users (PHP,Java,XML, etc). Regular Online support available on a daily basis. Send your detailed specs/requirements and I'll reply with a project proposal. Best Regards.
Several companies with the same module
Hello, For starters let me say that I have translated this message French> English (googleadwords) so please excuse me for mistakes. I would like to set up and configure in Zoho CRM first before installing other modules (Zoho Projects, Zoho Books ...) We have two different companies in different sectors, can be in the same CRM to manage two out different companies and then the other modules (Zoho Projects,Zoho Books ...) Thank you for your answers
Help to move data from Zoho CRM to WordPress ALO EasyMail Newsletter database
Hi I need a programmer to make a program to move data from Zoho CRM to my WordPress plugin ALO EasyMail Newsletter, which I use for sending newsletters to at least 3 different customer groups. Who can offer me a solution? Best regards, Bjarne Ravn
Lost Data Cases
We seem to have lost over 100 records in CRM cases. One major customer had over 1 page of cases and now there are only 2 cases remaining. We have reviewed the audit file and there are no cases listed in the audit log. This is scary. Please advise
Viewing leads
I am the primary user, and I have set up custom field view in the layout. It all works fine for me. But when secondary user signs in, they see the general layout, not customised view. Even if they go to "setup" and check the layout there, it comes up like I have set it up, but when you go back to viewing Leads, the fields are still not displayed as per this custom setup... Is there somewhere I should be clicking on to ensure this happens or is it a glitch?
Using Templates for Quotes, Invoices...
Hi, is there a possibility (or a workaround) to use the Writer for Quotes or Invoices. I am not able to create a inventory template which fits to my needs. Or, should I / can I use the office plugin for Quotes and Invoices? Thanks Mustafa Kocatürk
List of bugs in new CRM filters etc.
Hi there, While training my staff this week, we found numerous issues, which I think are bugs. 1. When creating a filter on any tab, with the headers, if I open a record, and then click the little arrow to return to the filter, I am instead returned to an unfiltered list. So all the work I spend on creating a filter is lost. This is a big usability issue. What is the point of creating a filter if it is not at least remembered while viewing details of records. 2. Likewise, you provide arrows on
Related Products tp SalesOrders
Hi All, Together with my very best wishes for all of you I have question: I'm using the ZogoCRM API to retreive the SalesOrder information. Now I want to retreive the products in a salesorder, using something like: https://crm.zoho.com/crm/private/xml/Notes/getRelatedRecords?newFormat=1&ticket=19216b4SECRETd5c7a21482f9&apikey=i-qtwhSECRETlI$&parentModule=SalesOrders&id=382935000000544033 This yields no data response: <response uri="/crm/private/xml/Notes/getRelatedRecords"><nodata><code>4422</code><message>There
HOW IS INVENTORY MANAGED WITH ZOHO INVOICE AND CRM INTEGRATION
Hi , since Zoho Invoice and Zoho CRM is now integrated, I need to know how does it work when I create an invoice in Zoho invoice, and then fetch it with zoho crm to an specific account. Since Zoho invoice does not handle inventory, and CRM does. will the export feature will affect the products inventory? Also when I create a Credit Note on Zoho invoice and then sync with Z.CRM , will it affect the products inventory? How does this work. Thank you,
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