b2c accounts etc
I got rid of accounts as suggested but then you cannot invoice etc as you have no address data. I reinstated accounts only to find that we have to double enter address info. You cannot carry contact address to account address. It has been quite frustrating. Plus and heres the thing on the iphone app you cannot even convert a lead to potential etc? I think that b2c really need to be thought about differently in the whole setup
setup
I am a small business with only three people. I am out of the office most of the day and take most of the enquirys via voip. I am struggling to set up crm really because the concept of crm is so new to me. I see its that we need it. we sale to private customers - we trawl for customers via we - we run advertising campaigns - we make appointments for demos - we appointments for installation - service calls - consumables etc. i downloaded your pdf which is ok but is there a guide to crm which assumes
Basic Question: Having the same field in 2 different sections..
I'm doing the page design of my Lead page. I have 3 different sections. I have a lead status field with a drop down menu. I want to have the lead status feild Drop down in the top section and in the bottom section. So, if your working on updating either sections you don't have to scroll up or down to find the lead status feild it woud be in both sections. Whereas you can update the Lead status using either field. in either the top section or the bottom section. THanks
Newbie Question about how to ente a Field in CRM
I'm new to zoho and have a few questions. 1. When a new lead comes in many times we call them back and get their machine. I want to have a record of each date and time we leave a message. I have created several fields called LM1, LM2, LM3 ect they stand for left Message. I made the fields date fieds but it's a lot of work to click the calendar and then click the current date. Would I want to do is to have the field blank unless it's clicked. Once it's clicked I want it to insert the current
CRM with Gmail mail Add-on
Hi, I have tried the mail add-on and it's really great. However, i have a question which may seems naive to you... All the mails that have sent and received from the CRM Contacts appear now in Zoho CRM. This is the objective indeed. But also, each and every mails that are not related to CRM Contacts are uploaded into Zoho MAIL. Hence my question: can't we copy only mails related to the CRM Contacts into Zoho MAIL. I am actually not keen to have all my mails duplicated in Zoho MAIL. I only want my
unable to access CRM tonight...
Anyone else having an issue with access to CRM?
campaign lookup field not working on potential page
when we convert a lead to potential the campaign lookup does not show our campaigns. I have tried restarting etc. I see others have had similiar problems but I see no solution
Error during mass upload asks me to contact support, support don't answer...Agh!
I called support 7 times yesterday and 3 times this morning so far. They answered the first time yesterday, and not once since. I've sent the help request form with Urgent marked on it, no reply. I've emailed the callback address with urgent marked on it, not one phone call back. ZOHO team, if this is the level of support you're going to offer businesses who are relying on your tools for their business, and are potentially LOSING business when there is an issue holding them back, I'm sure I don't
can't input beyond 2 decimal places into currency field
even when i configure a field to accept 3+ decimal places, both manual entry and importing seem to limit me to 2 e.g. I cannot find a way to input $1.259 into a currency field; it is always truncated to $1.23 have tried a bunch of approaches and dont think im doing anything wrong. any help would definitely be appreciated
ZOHO CRM EMAIL TEMPLATES NOT SENDING OR TAKING FOREVER TO SEND!!!!
INFURIATING!!!!! I've got a thousand things to do right now and I don't have time to wait 60 seconds for 1 of the 50 emails I have to send with an email template to finally maybe send!!!!!! What is going on!!?? I've tried chrome and firefox and this is terrible.
Zoho too (ridiculously) SLOW!!
Zoho CRM has been really slow lately. I can't access some files, lose work done, etc... What's going on????
Time in Locale format
Created / Modified Time values are not displayed in my Locale format, seems it displays the value in US format. I am from Austria.
Update Notes using CRM api.
How do I update a note through the CRM api? I have tried using the id for the note as the "entityID" value, tried "NOTEID" and no such luck. Anyone had any joy with this seemingly undocumented way of updating a note? It must be possible, as stated on the Zoho API Notes: "You can either insert or update the data into Notes module. At present, other methods are not supported for the Notes module." Regards, Aaron.
Assigning workflow to an event
Hi there, I am working with a client who delivers hot lunches to schools, on a weekly or monthly basis. There are several activities associated with the service, such as booking the date of the lunches, developing menus, distributing orders, and email reminders to the school administration at certain milestones. I am wondering if workflow can be automated based on an event? Alternatively, should we be considering projects to handle this capability? The processes are repeated 10 times per year for
Product superset?
Hi, We carry stock of about 35 parts which collectively go to make up different products. We buy the parts in various quantities but sell only the made up products. Is it possible to create supersets so that when I sell a product, the appropriate constituent parts are reduced in number? Thanks, Nick
Categorising when leads are sent outside the organisation and may return as accounts
Hi With our business when a lead is received it is sent to a subcontractor who is not a user of the system and is not our sales person. I would like to see who is looking after the lead. Once the subcontractor has visited the prospect and presented our company to the prospect and they sign an agreement to do business with us we will then convert the lead to an account. Obviously we dont want to set all the 100 or so subcontractors up as sales people as they would never log in to the system. Maybe
iPhone question
Is it possible on the iPhone app to convert lead to potential,contact account. This is really important when your out on the road.
Linking contacts to an event
Hello, I would like to link different contacts that participated to an event, such as conference or seminar. Could you plase tell me how to do that? Thanks a lot!
Filtering entries within categories
Hi, I tried filtering one of our categories but no results are returned when I add criteria for the searches. Any ideas? Thanks! Ash.
How do you link messages sent from the Email tab to the Contacts detail window?
I sent a message from zoho mail to an existing contact assuming that it would show up in the Contact Detail tab under Sent Emails. It does not appear there. What am I doing wrong? Is there a work around if zoho mail cannot automatically link the message using the email address? Thanks. Liz
Final setup help needed.
We we are well on our way to setting up the CRM . We are a tech company that does VOIP business phone services. We have sales agents, and Tech agents that work at the customer sites. This CRM is great for our needs. Before we go to far and make a mistake it would be nice to have someone consult us that has setup one or more of the these things. 1. pay commission to agent on monthly recurring billing. approx %5 2. set up the email integration. 3. set up accounting integration 4. We need to find
Tracking Progress
I was wondering if there is a reminder function that would enable me to track when a first initial contact is made and set up reminders other than using tasks to automatically tell me when the same lead needed to be contacted in subsequent months? In addition is there a report function that allows you to track specific contact methods such as the last time specific leads were contacted by email, mail, etc? Thanks, Dapo
Cannot login to outlook plugin.
Hi, I have downloaded the Outlook plugin on a trial account, and installed. When I enter the password I recieve an error asking for the correct username and password. They are correct (I use them for the web based system with no issues) are there any likely causes? Thanks, Will
Problem accessing customised fields in new/existing records
Hi, I recently tried the free 15 day trial for the Professional Version and converted to the paid version on Friday. During the trial period I set up many new fields and re-organised the page lay out within the various Modules which I would like to retain and continue using. For some reason shortly after converting to the paid version something strange occurred. Whilst I can access my new fields and page layouts via "Setup - Fields List or Edit Page Layout" - they no longer appear when I create new
Zoho Mail emails not showing in CRM
I have just converted from CRM with Outlook plugin to CRM with Zoho mail add-on. I have completed all of the set up steps. I can successfully access my emails from the Email tab within CRM. If I select Add-To - CRM - Contacts, it creates a contact successfully. However when I view the contact's information, under the email section, this email is not displayed (even when I change the "showing" option to my (or any other) Zmail public user). With the outlook plugin, I could "attach/associate" an
Search Engine Inadequate
The search function/engine on the main CRM page needs to be much more intuitive. My old TeleMagic database had a search function that if you typed anything close to what you were looking for it would create a list to choose from INSTANTLY. A Zoho example; typing in Denis deBoule yields nothing on Zoho, typing in Denis deBoulle or even deBoulle will bring up the correct Account/Contact. That's a pretty bad search engine! Induna p.s. Since writing this I have been invited to try out your new version
Web to Support Ticket in Zoho CRM not working
Hi We've got your support incident management area setup in the Zoho CRM - but the form HTML that the system gives us is not working. Here is the code - we really need this to work - please help us - we really appreciate your help: <META HTTP-EQUIV ='content-type' CONTENT='text/html;charset = UTF-8'> <form action='http://crm.zoho.com/crm/WebToCase' method='POST'> <input type='hidden' name='orgId' value='14995000000032005'/> <input type='hidden' name='xnQsjsdp' value=YmFybmFieWRwQGdtYWlsLmNvbQ==/>
E-mail campaign
Hi, I'm a new Zoho user and I have a question about E-mail campaign. I tried to create an e-mail campaign with the "campaign" module but it doesn't permit to link specific leads, mail template, and so on; otherwis, If I use the "mass-mail" function thee isn't a way to link it to a specific campaign. In which way can I link a specific mal campaing to a specific mass mail? Thank you, Regards Silvia
CRM - Email Marketing
I've been looking at several on-line CRM solutions. Hands down, ZOHO has the best database and system. However, nothing is more important to CRM marketing than emails. ZOHO's limit of 250 emails per day and 2,000 per day for an incredible $100.00 per month is a deal killer. HyperOffice offers unlimited daily email and WebOffice will give us up to 10,000 per day. Any chance you guys are going to rethink this? Paul
work flow and check box
is it possible to create a work flow throgh check boxes if so can someone please expain.
Invoicing for services not stock items.
I am in the financial services industry in South Africa and run a small insurance brokerage. I want to use Zoho CRM to manage my client base and keep track of policies and claims as well as various other factors. I am trying to establish which modules to use and have had some success in setting up the system. My problem comes in generating policies and I see myself using invoices as policies but: 1. I need the invoice to be more service orientated and not item orientated. Stock on hand, qty etc is
Leads and companies
I deal with private customers who are not companies. I realise I cannot remove companies from leads but does any body have any suggestions. Can it be renamed.
Fast switching between accounts
Would be very helpful if there was a way to select between two accounts without having to log out and back in.
Customization of Contacts from Scratch with out the use of templates
Can I build a new Contact Form with CRM with all my own customized fields without having to used any CRM templates. Kind of like Creator works. Then, how would I build a calender to note appointments.
Outlook Plugin - Change Automatically Include Attachments
Hi Zoho In the Outlook Plugin when adding an email, is it possible for the check box for "Attachments" not to be automatically marked? When this is automatically marked, more often than not, our employees forget to unmark it if attachments are not important to include in the CRM. We therefore risk quickly to have too much information in the system and having to buy additional space than what is actually needed. I hope you can help with this issue. Thank you in advance for your help.
Edit Fields in Leads?
Is there a way to customize the fields in ZoHo CRM? We have fields with names like "Event Location" is it possible to edit the name of the fields when we import our data? Thanks!
Zoho Mail add-on for Zoho CRM
We host our email with IMAP, is it possible to get our Email within CRM without having POP3 account? Is Email forwarding an option. Thanks for your help!
Any news on when Zoho Calendar and Zoho CRM calendar will be sync'd
Hi, Any thing new on when the two calendars will be unified? Thanks Chuck
Angry Bird
Dear Sir Or Madam; Disappointed, angry and frustrated 1. We can't fetch custom field using CRM API today....... https://crm.zoho.com/crm/private/xml/Leads/getSearchRecords?apikey=veryangry&ticket=123456&selectColumns=Leads%28Industry,No%20of%20Employees,QQ%29&searchCondition=%28Last%20Name|=|Angry%29 We can fetch yesterday...... 2. I would like to know, how can we sell your products, if ZOHO change backend everyday? We can't sell ZOHO's products to customer, otherwise we have to fix the
printing a letter with saving history
Hi, I want to write a letter (several pages with page number and nice formated) to one lead (or contact) and print it out. I am not sure to be able to write the letter using the zoho writer. Especially with heading and footing and the page number. Will this be possible? When I use the writer to write a letter, it will not be tracked in the lead history. When I will use the Office-Plugin I will also not be able to get this Letter in the lead history. Is that true? Are there any suggestions? Mustafa
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