Organize Leasd by Time Zone
I am a new user to Zoho....if i wanted to organize leads by time zone, what do you recommend? Len L
Logo not showing up on Quotes
Hello, I am using the Professional edition and when I use the quote template, my company logo shows up in the print preview, but not in the exported pdf. The same happens when I insert an image using the insert image option in the template toolbar. Thanks for your input! -Jack
Font color in email
please add black to the color selection when creating an email
Contact Export
I have a few contacts on each account but when i do the export it only exports one contact on each account. how can i get round this?
How to retire a ZohoMail Add On to CRM identity and keep email history?
I have Zoho Mail Add-on for 3 people in my company. One them retired from the company. How do I keep all of the email of "retired" person in our CRM system? If I delete the user to free up the license, I'll lose all of their email. It appears that I'll have to keep paying for this email address forever to keep the email history. Is this correct? If so, it seems like the implementation of this feature needs to be redesigned by having all email that is be shared move into its own storage area inside
Contact email and phone number automatically added to Quotes
How do I automatically add the contact's email address and phone number to a quote? The billing and shipping addresses auto-fill. I'd like the email and phone to do so as well.
Automate Invoice & Purchase order?
Hi, I run a company that brokers a service and charges customers up front on the net. I use a gateway called eWay from my site. It would be good if I could automate an email as soon as a stage is changed (ie from lead --> Closed/Won) - and when the invoice is raised a purchase order is automatically raised to a vendor who we broker the services from. Is this possible?
Delete all accounts ? after rollback/history, still present !
I am new (Entr.Version),started importing into CRM/Accounts a 16000 accounts,but see, there are many duplicates, in spite of clone. I did rollback to clean the accounts,but data still there. How to clean up/delete all accounts.? Thanks William
How to make a report using data from web-tab ?
I got a app in creator and linked it in my crm. But when i made report, i can't use data from it. So how to make it ? Or how to make report in creator with template like CRM ?
Email viewed by Lead
Hi ZOHO team, I wanted to check if you have one feature. When I send html emails to my leads, is there a way to know if the lead has "read/opened" my email? Some other CRMs have this features and can be a big help in prioritizing those leads.
Sales Quote Automation
Regarding the recent blog post: Automate your Sales Quotes with Socket App for Zoho CRM here's my comments: I think this not only confuses users, but lessens the value of Zoho if they think they need to go elsewhere to do something that should work within ZCRM - or at least Zoho makes it seem like it should work, since Quotes are a module... If Zoho has Quotes within the CRM system, as well as Zoho Invoice, which does quotes (and maybe Zoho Books, I don't know) - why another 3rd party integration?
Automating Invoices and Purchase Orders?
Hi guys, I use Zoho CRM. We run a service where customers pay up front on our website through a payment gateway. At present we automate a workflow where an e-mail template skinned as an invoice is automatically sent to the customers the minute they pay us online and the web-lead form goes through. Is there a way we can automate a process with Invoices where, on stage change, a proper Invoice is sent out and also a purchase invoice is sent to our vendor?
Cannot call from Zoho CRM iPhone App with space in phone number
Hi, I just paid for the Zoho CRM iPhone App plugin, but I have discovered that it is not possible to call out from the app if the phone number contains space. E.g. number stored as ### ## ### instead of ########. Can you fix this sooner? Thanks, Håkon Kalbakk
Saving emails in CRM account
Hi, I'd like to save copies of emails sent from Zoho Mail in the relevant CRM account. Do I do this via the attachments option? Regards, Peter
Custom report bug
https://crm.zoho.com/crm/CustomReport.do When saving the page is staying blank. The custom report is create but does not work. So we need to take a allready made report and to make changes on it. I also notice that when editing the allready made report, changes work but filters disappears, so if I have to make a second editing that's not clear. Update : it seems that the problem is bigger on Google Chrome. On Firefox I find back filters, but with custom reports no way to find any data, even if no
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
Possible to create report on last contract with people?
I would like to see a report that tells me the last interaction I have had with certain contacts, e.g., last email, lunch or phone call. Even better would be a report that filters contacts based on the last interaction being more than a set time period, e.g., 30 days, 3 months, etc. Is this possible?
Can I pull standard information in an email automatically into CRM account?
I have a vacation rental company and we are currently getting about 100 email inquries a day for our properities. I want to track each inquiry and have them entered into a CRM program so I'm looking over Zoho. All our email come in one of 2-3 standard forms. Below is one of them.. I remove personal info from the email.. Is there a way to write a program or something to pull the Name, email, phone, total in party and dates fields into the matching fields in the CRM software? I just don't want
How can i attach a task to an account?
When i click on "create new task" i only have two options to attach, leads or contacts, but not customers or account. How can i attach to a customer in a quick way? the tasks that are created but not attached to a customer, how can i modify it?
Showing emails sent from sales@ourcompany.com
Please advise on showing emails sent from sales@ourcompany.com to customers email. It seems that zoho will only allow sales@ourcompany.com to be associated to 1 account. We have other services that email from sales@ourcompany.com to the customers email that we would like to see under the records email history.
Settings
Hi, I am new to Zoho and would like some advice of setting up my preferences. On my home page I have set it up so I can view my "open tasks" and "todays leads". On "Open Tasks" the subject is the main underlined hyperlink and then the other columns are; Due Date, Status, Priority and Activity Type. My question is where can I edit which columns are shown? I would also like to be able to see which company/customer the task is related too without having to click thought to the full task. Also under
Moving current contacts to already created "views"
How do I move select Contacts into "Created Views". For example we have a category for a particular area code. How can I finish the sorting process? And I do not want duplicates. Goal would be to have most "Contacts" assigned to a particular group. I'm sure there is a way to move them. :-) Thanks, Arleen
When I import my contacts via .csv it does not work.
Hi guys, I'm brand new at this, so thanks for any help you can give. Zoho seems perfect for us, so i'm hoping I can get this to work. I have been trying to import the .csv files that I have prepared. It accepts them and allows me to assign a column with the contact information. Everything will be going smoothly, and then once I import it I get this: No. of Records added: 0 No. of Records updated: 0 No. of Records ignored: 0 (Reason: Due to empty values for any of the mandatory fields) If you are
CRM Quotation product description
We need more tha 250 characters in the product description in the CRM quotation, is that possible?
CRM offline
Being in sales I am constantly on the road. If I do not have internet somewhere but need to access client information how are other doing this? Is there an offline version?
Duplicate Marketing Campaign Tasks
First of all, I'm trying to figure out how to build a marketing campaign for the first time. I created a marketing campaign that involved various tasks to send out postcards, etc. In the future, I want to duplicate this campaign for another set of leads. I tried to clone the marketing campaign but the tasks do not transfer. Can you please advise how to create marketing campaign templates so I don't have to recreate new marketing campaigns all the time?
Pictures in PDF
Hi, I'm facing a problem while creating new templates. When I try the "export in PDF" the pictures I inserted on the template doesn't show for display and printing. Few days ago I did the same templates and the picture display was working very well... Can you help me please? Thank you very much Eric Marois
Make your Sales Team more productive with the Zoho CRM + Support + Mail Integration
This is how your Sales Team can become more efficient: Consider this scenario. You have a call with a very prospective customer. Before the call, you decide to do your homework on the prospect. What emails has this prospect sent earlier? Are there any support tickets that this person has sent to your Customer Support Center? And, are these issues resolved? When was the last meeting with this prospect? And what were his requirements? You don't need to go further than the Contact's Details page to
Upload tool date format error
I'm using the upload tool to automatically insert data into some tables. One of the datasets includes a monthly report with a date like "July 2011" and the column has "MMMM yyyy" as the date format. But when I upload the data, the date column always comes across as blank. If I set the column's datatype to plain text, the data gets inserted/uploaded as expected. Is there a way to have the column be a date, but accept dates in the "July 2011" format?
Adding email and call functionality in Campaigns
Dear Zoho CRM: First, you guys rock! 2nd I noticed that the only way for me (a Pro user) to send mass emails and quickly manage phone calls is by creating a view for my leads then operating within leads to setup emails and quick make phone calls - and that's not too shabby! However, if I could create campaigns that do the same thing, that would be most awesome. I have a campaign that I call HOT LIST - they're my list of leads that I'm working heavily in hopes of turning a sale and I need a way to
Zoho CRM reports: total from a formula
Hi, I'm trying to customise reports from Orders. It works well but when I want to calculate datas from a numeric field but when I want to calculate datas from a formula fields from Order, it doesn't work. Is that normal ? Could someone explain to me how it works ? Thank you very much, Eric Marois
can i get the records of CRM leads directly my database?
can i get the records of CRM leads directly my database?
Salutation Field
Salutation is amongst my contact field list, however it does not show in my "Edit page layout" neither it is accessible when I create an email template. Since I am a paying subscriber, I called the tech support and got the answer that no one was available. I messaged callback@zohocorp.com 1 hour 30 minutes ago. This level of support is unnacceptable for a business use.
How to enter a lead with only a phone number?
Zoho is my first attempt at some sort of lead tracking tool. I am a real estate investor and often my leads begin with nothing more than a phone number from a yard sign and/or an address. First off, is this the right tool for this? Next, if it is, how do I enter a lead when a phone numbers is the only information I have? The form seems to require NAME. Could I enter FSBO or something similar as the name? Any suggestions on how to make this tool work best for me are appreciated. Thanks,
Fetching leads from Zoho CRM into Zoho Creator, automatically
I'd like to pull new leads from the CRM system, into Creator, on a daily basis. Is this possible? Yes, it is possible. Zoho Creator and Zoho CRM are integrated with each other, enabling you to synchronize data between them. This is done by fetching records from CRM into a Zoho Creator form. In order to achieve this, you'll have to configure a workflow alert in Zoho CRM. For instance, you can maintain the lead details in CRM on a separate form in Zoho Creator by fetching the details automatically
Problems with Data Loss and Importing Leads
We have imported several Leads and now existing leads that were in CRM and being worked are now missing. We can find the records when we do a search but when we click on those Records Zoho is telling us the record has been deleted or we don't have access. I am the administrator, so I have access to everything. So this doesn't make any sense. The most troubling thing about this is I have submitted this to callback@zohocorp.com and also submitted a trouble ticket through CRM. We are a paying customer,
How to enter sales figures in CRM
How do you enter sales figures in the system for reporting?
looking for ZOHO consultant for setting up CRM /mail
I am looking for a forum to find a consultant who can help tailor ZOHO to my company's needs. I am a 10 year NetSuite user and as I get ready to import all the leads and contacts I want to make sure I have as much functionality as possible. I have placed an ad onFreelancer but wonder if there is somewhere else I should be posting the ad. Please keep in mind I am on a very limited budget as this is a start up so I am looking for one person who could help on a per project basis. Are there any good
Excel quotation tool
wondering if anyone can help. We currently use an ecell spreadsheet with macros to generate conveyancing quotes for our customers. How hard would it be to convert this so that it worked in zoho. I could then quote my clients within the system. I am happy to pay for the work to be done if anyone would like to give me a a quote. I attach a link to the excell for so you can see how it works. http://www.megaupload.com/?d=4WAKS0Z3 Chris
Quick Create Notes in CRM
Is there a way to quick create a note from a link on the side bar or top menu and then add it to a contact or account? There are times when I meet someone and I rather to have to pull up their record, or maybe they don't have one yet, I can still take notes on our meeting. Thanks!
Next Page