Double registration
Hi I seem to have a problem with Zoho ... all new entries are entered twice when I save them ... this goes for both accounts, contacts and activities I am currently on a free account but it leaves me wondering of hacks or flaws in processes Best regards and thanks in advance for any help Ole Langer
Export Data using ISO8859-1
Hi, when importing data it is possible to switch encoding to ISO8859-1. But when I export the same data I'm not able to switch the encoding. So "special characters" here in Germany are wrong in the export-file. Looks like that alway UTF is used for the export. Where can I set the encoding for the export? Greeting Michael
Help: Trying to import my contacts
Is there a certain order my info on my contacts needs to be entered in on excell so I can import them into contacts all at once instead of individually?
Having trouble syncing Zoho CRM with Google Contacts
My company has 3 users on Zoho and none of us can get Zoho to sync correctly. I'm using 2-way sync, and started with few Google Contacts of my own. My CEO is using 1-way sync from Google Contacts to Zoho CRM. He had hundreds of Google Contact entries and these contacts are not syncing properly into Zoho. Some Google Contacts have been added as Contacts in Zoho but the data (phone, email, company, title) is not syncing completely. Other Google Contacts are not being added to Zoho at all. Can anyone
Delete my account but email problem
I am in a bad position, I want to delete my crm account because the associated email is not working anymore, but I don't remember my password!!!! I cannot reset the password because it will be sent via email....but the email is not working anymore! How can I do???? Thanks Silvia
why dont my post show?
why dont my post show?
How to print the Task List
I'm new to Zoho CRM and I've looked and looked and cannot figure out how to print the Open Task List. Help?!! And thanks!
changing a pick list on contacts
I currently have a particular field under "contacts" that has a pick list for options. Already, we have multiple entries in contacts, having used this pick list. I am now looking to modify the pick list, which will no longer include the old options. Will the old entries simply have nothing under this field going forward? Perhaps it is better to keep the old options within the picklist so we don't lose that data???
Can I add a secondary email address to the same account?
I am trying to add a second email address to my account to send out emails company from info@company.com not my personal account. Does anyone know how to do this?
Formula Help
I would like to make a new field in Accounts using a formula. How can I make a formula that would look like this: If "Account Owner" equals Account Owner 1 then "New Field" equals "Gross Commission" * .80 If "Account Owner" equals Account Owner 2 then "New Field" equals "Gross Commission" * .30 If "Account Owner" equals Account Owner 3 then "New Field" equals "Gross Commission" * .20
Exporting contacts to Google
Hi there, I'm having difficulty exporting my contacts to Google Contacts. Importing from Google is no problem, once I set the parameters, however when exporting they are in a jumbled mess with all the information bunched together as a note. Is there a basic step that I'm missing? Thank you Laura
Role Based Home page Customization
Hi, How to customize the homepage dashboards by roles. I want each user belonging to a particular role to see specific home page dashboards only. Can you please explain how to go about it? If that is not possible, how to do general customization of home page such that all users in my organization has those same home page screens? Thank you in advance!
New Version Bug: Contact notes do not show up in related lists under accounts
In the old UI in Zoho when I'm looking at an account record, the notes for all of the contacts associated with that account are also displayed. When I switch to the new version these notes are no longer displayed. This is a very important feature for me, and I hope it can be fixed before the new version becomes the default. In the meantime I will have to switch back to the old version.
Refresh on email tab within CRM
I am still awaiting a reply on an outstanding issue where some users do not receive emails with CRM unless they log out and back in. Please can someone look at this as it is now urgent. Richard Forshaw +442033013312
Change Owner - Lead, Contact and Accounts
Do I understand correctly that if I need to change ownership of a portion of my Leads, Contacts and Accounts, that only the open Tasks follow the transfer? If that is so, what happens to the closed Tasks, etc that do not get transferred? If ownership of the same Leads, Contacts and Accounts go from Sales Rep A to Sales Rep B and then back to Sales Rep A, will Sales Rep A's previously closed Task repopulate or not?
What is the meaning of "Contextual integration with Zoho Invoice" ?
Hi, What can we expect from "Contextual integration with Zoho Invoice" ? (see Road map) For example: - Duplicate management in Zoho Invoice - Invoice data from Zoho Invoice available in Zoho CRM reports - Invoice creation and display between Zoho CRM and Zoho Invoice (2 ways) - Import of [Zoho CRM] Customer Id into Zoho Invoice Thanks,
Web to lead form query
Hi I made certain modifications in my web to lead form just to change the look of the form and did no changes in functionalitites. The email autoresponder is not working and I am not able to make out why. I am copy pasting the html of the form below. Plz look into the matter and respond. <HTML> <HEAD> <TITLE></TITLE> <META content="text/html; charset=utf-8" http-equiv=Content-Type> <STYLE type=text/css></STYLE> <META name=description content="Created with Trellian WebPage"> <META name=GENERATOR content="MSHTML
Contact/Lead/Account
Can someone please explain to me what the difference between a lead, contact, and account is in the Zoho world? Thanks!
Search result suggestions: total number of results per category
When I do a search on Zoho it returns the results grouped by category, and limited to 10 per screen. Overall this is pretty nice UI, but one thing that is really missing is knowing what the total number of results in each category is. You can see the first 1-10, and you can click through to see the next 10, and the next...but it would be really helpful to see how many that is going to be without having to click through the entire list. I believe somewhere else in the UI there is a similar function,
How to send emails whenver lead is created through web form
i am using free edition of zoho crm and I am very new to zoho crm , i want to send mails to people in the organization or the account holders in the crm but not the user , when user submits the web form, but i am not getting that , i have crated a web form , its not creating a lead when it is submitted, so i need solution for this what is the procedure to create a lead through web form and how to send mails to the zoho crm members after submitting the web form.
How to send mails to the sales persons when lead is created through web from
I want to mails to be sent to my sales guys automatically when user submits the web form , how to implement this in the free edition of Zoho crm
Email sending options in Web-To-Lead Form
lets say a user submits the web form , now i need to send emails to my sales guys about this lead automatically after submitting the form , but i am not able to find any options in the free edition of zoho crm . my first question is that is there any option to do this out in free edition if mot is there any solution for this
Wrapper for getRelatedRecords CRM API call? Is it in the roadmap? Includes a source code example.
Hi, I am using the getRelatedRecords API call to get Notes related to a Potential (I provide a deluge PostURL call sample below for anyone who is interested)...but it would obviously be so much handier if there was a wrapper API call - that way I wouldn't have to get hold of an API Key and ticket each time. So, I wonder could someone confirm that there is no wrapper for getRelatedRecords, and that being so... is it in the Roadmap for the future? Here is the sample code snipppet as promised above...
Account file : Display description of events and calls
Hi, In account file, please display events description and calls description/resut. Business use case: Sales team prepare a client meeting and need to check all previous interaction with client. Instead of opening all past events and calls (to read desciption/result) , an expand/collapse description/result would be great . Thanks,
Calendar View: Display Calls and Tasks
Hi, In order to oversight our team sales activity/calendar, it would be great to display calls and tasks (by end date) in Calendar view. Currently, only events appears. Thanks,
Adding user problem
Hello, When I try to add user(Setup -> Admin settings -> Users -> Add users -> I fill out the form and the app sends the e-mail) the e-mail lack formatting and is shown as a plain text – that means there are no links to click to activate – that wouldn’t be a problem in case the URL in e-mail would work, but everytime I try(and I tried many times) it just say “Sorry ! UnAuthorized Access to Zoho CRM”. I am using Firefox 3.6.23 but I tryed explorer and Chrome without a success I am currently on profesional
Quickbooks
I am disappointed that there are no plans to support quickbooks properly at this time. Does anybody have a workaround, I have spent alot of time getting zoho to work for me however it is looking like I may have to find another CRM. -Seth
Dave Little
Is there a way to scan business cards in to Zoho CRM program.
All Users to get an email notification when something changes in Zoho
We currently have 3 people in our sales team and we would like to be able to get an automatic email notification when anything changes in the system e.g new event, new email, new telephone call, any potential change, e.t.c We would also like if possible this email to be exact e.g the following email was added to xx potential and the follow with the email. Is this possible? This is a necessity for us since all 3 sales persons works on all the potential and we would like them to be on the same page
Multiple categories for contacts
Hello, I run a Public relations company. I need to organize my contacts in several categories. For instance : categorize my medias contacts in three main languages (French, German and English) and by topics : - FR_local_press - FR_national_press - FR_economy_press - FR_real_estate_press - FR_luxury - UK_local_press - UK_national_press - UK_economy_press - and so on ... I will have a lot of differents categories. My objective is to send an information to a particular group of contacts. I would also
CRM Training products for ZoHo
I am currently deciding between ZoHo and Salesforce. Salesforce has Admin courses online to get someone up to speed much quicker through training. I haven't seen anything like this on Zoho, does it exist? Are there any training portals with Zoho? Thanks
Alignment of Single-Column fields in Edit View
When viewing the edit page of a Lead, the fields in "Single Column" are all aligned to the right and look very messy. Can they be aligned to the left instead?
Zoho CRM - Adding products to quotes
Hi, I'm a newbie for the Zoho CRM platform, and I have some questions regarding user interface. - Quotes generated by my sales reps often have 50+ items listed. Adding products to a quote manually is too time consuming. Is there any option for bulk product add ? Is there any workaround to make the value field of an opportunity to be the sum of active quotes in that opportunity ? Example. If I used a custom formula field for that and reconfigured reports. would it work ? best regards Bernardo
Merge Vendors ? (Transfer products from one to another) ?
Hi, How can I move products listed under a Vendor to another? We have some duplicate Vendor names, how do we essentially merge them? Thanks.
How you get a live person to talk to?
I need to talk to a live person ...my contacts are scrambled and I need to talk to a person. I spoke with someone 24 hours ago....he made me go through email....and I did I have not got a call back yet. This is unacceptable for a paying account. We have not be able to work for a day and a half at this point. .
User Reviews
Good Afternoon all, We are looking at moving to Zoho CRM and wanted some feedback from people that use it on a daily basis. We currently use MS Exchange and were considering using the MS Outlook plugin. Our other option is to move our mail to Google Apps and use the sync features offered. We want feedback from real users and are interested in your experiences using this solution. Does anyone have suggestions between staying with Exchange or moving to Google? Thank you all for taking the time to respond.
Dynamic URL parameters for customer entities
Hi there, on our customer details page we need a link redirecting to a specific URL that could look like www.mydomain.com/customerId=XXX where XXX should be automatically be replaced by the value of a custom field "Customer ID" that is set with different values for each customer entity. Is it possible to achieve, that if Customer ID equals 123 the url is set to www.mydomain.com/customerId=123? Thanks in advance!
Chat with Zoho CRM Support ....has it ever been maned?
It really is hard to reach Zoho http://www.zoho.com/crm/zohocrm-livechat.html
Bigger font in new version
Is there a way to increase the font size in the new version of CRM? Thanks
Editing an invoice reduces the stock ... again and again!!
Hi, Once the invoice is created, it reduces the stock. This is good. But when I edit the invoice, for non-item things like, invoice date or due date or notes it tries to reduce the stock. Essentially everytime I save the invoice it reduces the stock inventory. Is this how it supposed to work?
Next Page