Deeper Customization Please
We are mainly a B2C company although we do some B2B and over the last couple years we have used Zoho to manage our customers and work our leads. Overall we like it but our current setup feels "jerry-rigged." If there were more customization options it would really help us out and cause us not to periodically look elsewhere to see whats out there. When viewing a contacts details page it would be very helpful if you could customize the info that displays about related potentials. Currently the potentials
What things you can do with SMS plugins..?
There are a number of tasks/object that you would love to attend/get notified/alerted on your mobile phone,(irrespective of what handset you are carrying). With SMS support you can: Send and Receive Updates/Notifications/Alerts inside your CRM. Stay connected to your CRM Update Database using simple SMS ( for people working on field) Reach a number of people in just a single click (Bulk SMS) Create/Edit/Configure SMS Templates: No need to type in SMS every-time ,just click and find your template
How can I link 4 different forms to relate to one form ?
Hi, I'm entering data about a client and what that client is purchasing through my company. I have divided my information into 4 forms which includes information about my client's details on the first form. Can someone advise me as to how I can easily and quickly relate all these forms as a whole to each client please ???
Feedback on "Export to PDF"
Hi - I just wanted to provide some feedback, and suggestions to users, regarding the "Export to PDF" function for quotes, orders, etc. The PDF output looks very different from the Print Preview output. The Print Preview looks very nice, but in the PDF the fonts look different, alignment is different, even the horizontal lines are jagged in places. So, this may be something to fix up a little. In the meantime, a better solution we found is to simply use our own PDF print driver (PDFCreator) to create
Definitive answer about "Event" Subject line please.
There are lots of threads answering parts of this question but I would like to try and get a definitive answer on the changeability of the "Subject" line in the "Event Module" please. Can I change the "required status" of the Subject field or change the state of the Subject field to be a drop-down or another type of field? I dont mind at all the required status but I would like to be able to use a more specific indicator of the type of event other than plain "Subject."? Thanks you!
Pop up Events - Now open in a new window when clicked on......
Up until recently clicking on a popped up event would open in the current Zoho window.......now they open in a new window.....this is annoying for us...... Is there a setting we can change? Chris
Creating Task by sending email?
How do I create a task via email?
i-device apps
Let me tell the world what I would want from an i-device app. I want to be able to pull up a contact over 3G, add notes about the meeting I just had, book in the next one, and attach the relevant pages document. This would be in a wikipedia mobile style, so each field expands and contracts as I click on it. If internet is not available, it will store a number of contact details in memory, and any edits I make will be uploaded later. I can "pick up" or "drop off", say 10, of these contacts in the
Important Changes in Campaigns Module
Hello! We have improved the functionality of the Campaigns module in Zoho CRM that will better address most of your campaign management needs. With the earlier version of Campaigns module, you could: Associate a campaign to a lead or contact Associate only new leads and contacts to the Campaign The improvements in the Campaigns module are: Associate multiple campaigns to a lead or contact instead of a single Campaign Source Add the existing leads or contacts as campaign members to different Campaigns
calendars I have zoho crm calendar , google calendar , and android (google) cell smart phone
calendars I have zoho crm calendar , google calendar , and android (google) cell smart phone I would love help with the following I have zoho crm calendar (ZC) , google calendar (GC) , and android (google) cell smart phone (AP) right now with zoho crm calendar I can see the calendar dates (with columns dates etc) on my PC and I can NOT see it on my android - I use this for all business appointments and some personal appointments with google calendar (GC) I can see this on my PC and
Campaigns module & Leads import
Hi, I have a leads from my event, it is an excel file. I can't import all leads into the same campaigns. In Campaigns module, I can only add lead one by one. I suggest put an import function here. TKS. George
Assign Existing Lead to Campaign
ZOHO CRM seems to operate on the premise that leads are generated BY campaigns. I have a different approach. For me a lead is a "suspect" someone I think might be a possible client in future. I gather these leads in various ways, research, lateral thinking etc... I enter them in CRM as leads and later I want to run Campaigns in which I will target some or all of these leads by sending them marketing literature etc... by email or direct mail or perhaps just a phone call. So I create a Campaign. What
How do I select my accounts/leads and add to an existing campaign?
Hi, I have worked with other CRM´s before and I could do: open/start new campaign (example "Christmas cards 2010") add my contacts/leads by selecting to this campaign check it by viewing each contact/lead that they were add to the campaign (in Zoho would be displayed under contact, like note, email, activities etc.) In Zoho, I can not do that, or? I need another "Field" or how do you call that!? Example Display: Lead My CRM looks like: Lead Information, Address Information, Description Information,
Add source to multiple leads
Hello, A requirement has come up where we need to make use of the campaign feature. As it stands we imported 700-800 leads however now we need to attach a campaign to these leads. Is there a simple way of doing this without having to go through each individual lead and adding the campaign? Many thanks! Dave
Enchance Campaigns
Not too happy with how Campains work. I should be able to create a campaing, and attach marketing assest which are created and uploaded to the crm system. Then throught campaigns attach leads, prospects, accounts. Currently I have to go to each (lead, prospect, account) and attach to the campaing. It seems that the relationship linking is backwards. I create a campain and then choose who / what I want to participate.
Multiple Campaign Sources per Lead
Is it possible to associate a lead to multiple campaign sources for tracking? Specifically, this example: - An e-mail blast (Campaign 1) is conducted. Lead A replies to e-mail blast, is created in the system and associated to Campaign 1. - A second e-mail blast is sent (Campaign 2). Lead A replies to this e-mail blast as well. Lead A already exists in the system and is currently tagged to Campaign 1, however we also want to track that the lead replied to Campaign 2. Is this possible? This serves
Email verification issues
Hi, I have set up my personal mail account to receive within ZoHo mail, that's fine, but I cannot configure it to sent. Each time it claims to send a verification email, I receive nothing. I have tried multiple times. Attached is the current set up of my accounts for sending mail. Help!!!! Danny
Edit views
It would be nice to be able to use any field in the conditional view editor. Also, I would like to be able to edit the view of the open activities underneath my Opportunities or other sections. Logan Greer
DigiSign in Documents, How about CRM???
All, I really like that you have EchoSign associated with your Zoho docs. It sure would be helpful to have a digisign button on CRM Sales orders or quotes. I use a custom Sales Order template that I have clients sign and fax back to me. This would be a huge advantage if I could quickly send the sales order confirmation document via EchoSign. This would help in a big way by turning sales around faster. Would this be possible? Just a thought. Thanks
Customizing for Service Industry
I would like to know if Zoho CRM can be customized for the service industry. We do not have any products. We provide services on lumpsum basis. Each of our projects has a lumpsum amount and in some cases, a Change Order associated with the same project. Is it possible to customize this to a service industry?
Associating campaigns with EXISTING leads
From what I can see right now, we can not link existing leads to a campaign. We can create new leads inside a campaign. I hope that I am wrong, but if this were to be the case, it is clear that this feature is worth adding ( in fact we believe that this is a must have feature). A lead can be part of multiple campaigns. Thanks for considering this feature. Michel
Zoho web2lead Form Problems
I am trying to integrate the web2form into Joomla. I am using the plugin from Blue Flame. The problem I am having is the Zoho form fields use "First Name" and "Last Name" and due to the way the plugin handles the fields - cannot have a space - I am not able to get those form fields to parse and submit to Zoho. All other fields are working and submitting data to zoho except for those two. My developers and the Blue Flame are telling me that I need to change the form fields in order for it to
spacing issue in web-to-lead form in Joomla when viewed in different browsers
I am having a frustrating issue when trying to embed zoho crm web to lead code in to a web for on a Joomla website. The code inserts the data the to the crm without any issues, but the format of the form - spacing between fields and field alignment - looks very different between Firefox, Google Chrome, and IE. The main issue is with IE, there are unexplained large spaces between some fields in the form. Does anyone have any experience with this and how to fix it?
BPO ~ Sales Appointment Scheduling referral
I'm looking to outsource our company's sales appointment setting practice i.e., BPO Sales Appointment Scheduling. We'll supply the leads, just need someone to give them a call, qualify them, and schedule, change, or cancel sales appointment. Ideally, they integrate with our Zoho CRM. Any suggestions for such companies that can work for small business like us? I'm open to outsourcing oversea. Thank-you in advance. Regards, Tony Tony the Computer Guy, Inc.
Evaluation of Zoho
The evaluation of Zoho could be better on the Bsoco web www.bsoco.com which otherwise shows a good overview of the market.... If you have time add your vote and give support to Zoho! Thank you:-)
Cannot create a new report
I am trying to create a new report. I can input all of the requirements. When I click on the "Save" button I am prompted for a name and report information. When I enter that information and click save I get a blank screen with the url https://crm.zoho.com/crm/CustomReport.do. I cannot load the report. When I go to the main ZCRM screen and then navigate to the Reports tab and select the report I just created it showsno data. I click on customize and all of the parameters I set for the report are gone.
Can Zoho do it all?
I am on a Mac platform. I am currently using: - Salesforce.com as CRM - ConstantContact for email marketing (monthly newsletter to various groups) - Entourage for email - Excel for accounting I would like to use: - Zoho for CRM, email marketing and accounting/invoice - Mac mail for email (able to synchronise with Zoho CRM) Is this possible? If not, which parts should be handled by another service? Thanks for any insight Laurent
Forecast organization wide from individuals
As stated in the Wiki Note: In Zoho CRM, you cannot consolidate the individual sales persons' forecasts and provide the organization-wide forecast. This needs to be fixed, individuals need to roll to the manager/company. Any time line? Thanks -g-
Not receiving emails today via Zoho Mail or Mail within Zoho CRM
No emails have been delivered to my account since this morning. I have been using outlook to get my emails. What do I need to do to fix this?
Global Search Issues
In the last week several of our users have reported that the Global Search book in the Tab on the left side of the page is not working properly. When they enter a potential name it is not showing up in the search results at all. Has Zoho changed the Search function in some way?
VAT number field for new accounts.
To add new accounts I need to add the VAT number of my clients as well. Since this is crucial info in doing business, I suppose I need to look somewhere else to add it. thank you.
contact owner - select from group?
if i have users divided into groups (sales territory)...when i enter a new lead and want to assign a USER to that lead, is there a way to see only USERS of a particluar group in the "LEAD OWNER" lookup field? (so i dont have to see ALL the users, just users in a particular group)
Linking email
If I open a record in detail view and click on the email link, it opens Outlook. I can then send the message, but there is no record of that email logged in the contact detail. Is there a way to link the emails to the contact detail? Thanks. Bob Leeds
color Identifier for Events & Tasks displaying in Calendar.
Could we have the option to select from a list of colours or icons OR BOTH (maybe make it customizable) that can be selcted to identify an event in a calendar quickly as one thing or another? For example my calendar has a lot of bookings for childrens parties that do not require a balloonist. If i could colour them i could at a glance identify which are bookings that need a balloonist or a clown or are for a body artist or magician for example. When speaking with customers about availability this
2011 ZCRM Roadmap?
Today I went back and looked at the current posting of the ZCRM "Roadmap" to see what features and upgrades are on the horizon. The good news is that almost everything that was on the "original" roadmap has been addressed. After the updates posted on April 1 and April 7 only a handful of items remain open. ( you might want to update the road map to reflect the recent updates too) The Disappointing thing was that nothing has been added to the roadmap as Zoho has chipped away at the list of improvements.
Improved Editor Options and Managing Mail Add-on Users
Hello! We recently released the new WYSIWYG Editor in Zoho CRM that makes the editing and formatting options a lot simpler. Earlier, you had few editing options that could be used to create a template but now there are many more options that can come handy while creating an email template. You no longer need to edit the HTML code of the template to add the images. You can even insert images from your desktop, the images need not necessarily be the one hosted on web. You also have the option to insert
Email the contacts in invoices
As there is no possibility to create email templates using fields from invoices module, is there any chance we could have the option to send mass emails from the 'All Invoices' view (AND CREATE CUSTOM VIEWS) as you can with contacts. This would of course have to use the contact field (in the invoices module) the same way that it does for sending the invoice itself but on a mass scale. Eg. I would like to be able to send the same message to several customers all at once, who have bookings with us.
CRM mass email - related fields
Hello, When I'm sending mass e-mail to my contact list it would be excellent to relate contact data with quotes, potentials or some other module data. In that way all contacts could receive highly personalized e-mails with product info they've bought, price, date of purchase... Is something like this going to be implemented in near future? Now I must export desired data through CRM report module to CSV, and import it to external mass e-mail service (Campaign Monitor) to have that level of e-mail
Scheduling or allocating calls for other users
Should be able to allocate a scheduled call to another user, the same as allocating an "Event" to another user.
Sorting contacts by latest Call
I want to regularly work my Contact list so I reach out periodically to all my contacts. Can I run a report that sorts my contacts from oldest- to most-recent Call? Can something similar be done for Emails?
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