Time in another Country / City button
Time in another Country / City button: this would be very useful! I imagine it would be quite easy to implement a button on the ZohoCRM contact that would return the time in another country / city - it would work the same as the "locate Map" button that opens up a google maps link. I think the Wolram Alfa service would work perfectly... for instance this link... http://www.wolframalpha.com/input/?i=time+in+sydney would detail the time in the contacts location with an auto reference to your own
Zoho help in Arizona
We are a local telecommunications company based in Phoenix, Arizona and are currently looking for some customization help with Zoho CRM. We would like to find someone local but wouldn't mind offsite support. Specifically, we are looking to add several pieces to work order customization and the ability to display products on one sheet that carry both non recurring and recurring charges. Please contact me asap if someone can offer me a direction. Regards, Jason Duncan jduncanaz@yahoo.com 480-292-1958
Custom Fields have disappeared - why?
All my custom fields (all 22 of them) have disappeared from the "new contact" page, yet still exist & are visible in the "settings" pages, both "edit page layout" & "fields list". Ideas?........ Ta, Bob.
Assessment of a year of use zoho crm
Hello, This will soon be 1 year that I use and test ZOHO CRM. My company asked me to choose a CRM and a year before the test to see if you keep it or if they change service provider. We are 150 employees and what CRM can suit everyone if I select it. I appreciate ZOHO and the staff of the forum because they are very responsive and precise. What is missing from ZOHO: 1) You can not create good delivery 2) You can insert an image width of A4 in a quote, a banner at the top for example. 3) When you
Formula Field does not work with basic operator
I can't seem to find anything relating to this in the documentation or in the forum for what I thought would be a pretty basic function... Even an example in the documentation would have helped.... I have 2 x Currency Fields. I am trying to create a Formula Field which is the result of adding the two fields together. 1. How could I possibly get something so basic wrong? 2. How could something so basic have no documentation attached if the "logical way" of doing it does not work??? Formula Return
No name fields in 'new account'.
I never used CRM software before, maybe I'm missing something here. I want to enter all my clients into Zoho CRM, manually. Since they're all companies, I use 'new account'. For Account name, I use the company name of my client. I also need to put in the first/last name of the owner + his email address. Are these fields just missing or do I have to fill in this additional info somewhere else? thanks.
Populate data from Creator Web-to-lead form to Zoho CRM
I'm looking to get a customized web-to-lead form on our website. This form will capture our new client's details and auto populate their details in Zoho Crm>Leads. I know you have Zoho CRM Web-to-lead function already available but it's VERY basic and we don't have a coder to go through the actual embedding codes to customize it to our specific needs. I've built a web-to-lead form on Zoho Creator and it looks exactly like what we need. So my question is - How do we embed the Creator web-to-lead
send email later
Is there a way in zoho crm or zoho mail (I have them integrated) to type an email and schedule it to be sent later? Please let me know if this feature exists. If it doesn't, it would be very helpful (especially in dealing with time-zones and crazy work schedules). - thanks, Brian http://www.redpelicanmusic.com
Applying discount rates for specific customers
I am interested in using the Pricebooks section as you can apply discount rules to products. The problem is that you can only apply rules based on quantity of order and not to specific customers. I have customers that get a certain discount on products no matter how much they order. Is it possible to group these customers so that everytime they get a quote, the discount will be reflected for them? David
How to generate reports that include Notes information
I use a telemarketing company which does not have access to my instance of Zoho and are not interested in getting it. Therefore I need to extract information from Zoho in the form of a report about leads I need them to follow up and send it to them. Extracting contact details is no problem, but I really need to include notes from previous calls to them also. Is there any way the information captured in the Notes can be extracted in a report?
Need Help Transferring Information From My Site To Zoho
Im wondering can anyone help me. I have a website online mypmp.ie. On the site you can register for courses and FREE exams in project management. I want to know is there any way that when someone registers on my site can all their information be transferred to zoho CRM and the same with all financial information on my site. Please help and thank you
How to use Zoho to track a range of marketing activities over a group of leads
I am struggling to understand how I should use Zoho to track my various marketing initiatives over a period of time to a group of leads and the response I get each time. If I provide an example it may help. Say I gather a database of 1000 leads from various sources and wish to telemarket or email market to 100 leads per week and after 10 weeks I want to start the cycle again, how can I best use Zoho to track the marketing activity so I can see what approaches I have made to each lead over a period
Need Help With Bringing Info From My Website To ZOHO!
I have a problem and is wondering could some help me. I have a website up on the internet called mypmp.ie. You can register on the site to look at the information on it. My problem is when a user registers on the site i want all there details to go from mypmp,.ie straight to zoho instead of manually making excel docs and transferring that information. Also i want all other information related to people registering for courses on the site to be transferred over to zoho. Can someone
Google Apps - Zoho CRM login issue
Log in problem: Upgraded to Firefox 4.0 within the past week. Since then when logging into Google apps to access email and apps - I can not load Zoho CRM. In Google apps email when I navigate to "More" where Zoho CRM normally is active I get " Loading" which never resolves. I can access the CRM through the Zoho login page using the Google apps domain name. When I do get access to the CRM the data is slow to load into the Dashboard. Just FYI - I am operational but need additional steps to get there.
Export invoice to accouting
Hello, do you if exist a module to export invoices and expenses to Sage Coala ? thanks yo
Email All Users
Is there an easy way to email all users in CRM.? We want to send out announcements to all users. i got a zohomail add-on, thinking it would help, but doesnt seem to be the answer, or the WHOLE answer. thanks for your input...tk
Can I import accounts and theirs respectives contacts programatically?
Hello Guys, I'm wondering if can I make a program to import accounts and theirs contacts into zoho ? I'm just asking it, 'cause I didn't find any clue on the API documentation. Best Regards Juliano.
Synch my websites to Zoho CRM leads
Hi How can I synch my website to transfert leads directly to my CRM account.
Updating calendar activity breaks the related to link?
Just noticed something today that when I update a calendar item (change meeting time for instance) in Outlook and then resync to Zoho, Zoho seems to lose any related to info that I previously set. Is this a bug?
Address is displayed incorrectly
On the Leads layout, I changed the address section to display in one column. When I go to New Leads, the address fields are squashed to the right hand side. (When I view existing leads, the address fields display properly.) How can I get the address fields to line up properly? I've included a screen shot of the problem.
typing bug while while entering account name in the 'creating a new contact' page
While inside the Create a Contact page: typing an Account Name - the cursor jumps and won't type the word correctly. Does this in Firefox and Chrome. Driving everyone here crazy.
Change Field Navigation
Hi, I just rearranged the fields in our Leads layout. I want to display it in two columns, but I want to navigate top to bottom, then go to the second column top to bottom. How can I do this?
Scheduling calls
Hi, With my current CRM, we schedule calls to customers every three months if they have not contacted us in between. If they call us, we log the call and therefore the three months starts from then. Is there a way of doing this in Zoho? Mero
How to import Accounts including Contact information?
Hi, Can someone help me with this import problem: I want to import my accounts and related contacts from an Excel-file. All info (like Account name, Billing street, Billing code, Contact, Contact's Street, Contact's phone, Contact's address, etc.) are in the rows of that spreadsheet. If I try to import the Accounts I cannot map the contacts' info from the spreadsheet to the corresponding contact's fields in Zoho CRM. And on the other hand, if I try to import the contacts' info I can only map the
No contact details are showed when I try to look for a contact
I click on Contacts and select one contact. Then I get this screen with no details of may contact. How can I resolve it?
Note formatting
Starting a couple of weeks ago when my co-workers or I click on a note to view the content, the popup that displays the note is often very wide and you can't even read it. The only way we have been able to view our notes is through "Print Preview".
New to CRM have a questions about Direct mailers
I do most of my marketing via Direct Mailers to companies. How would you suggest I do the following: 1. I need to mail a brochure once a month to potential customers. 2. If they buy i take them off the mailing list, and don't mail them again. 3. If they haven't i continue to send them a brochure. I would like to use the "Print Mailing Labels" feature available. This way once a month I print the labels of the companies that need to receive a brochure. Do you have any suggestions on doing this? Thank
Need help reporting on Lead activity
I would like to be able to have both Views and Reports of Leads, with the most recent associated activity (1 to 3 most recent Events or Tasks). Lead Reports can pick up associated emails and Notes, but not Events or Tasks. Views are unable to associate other data modules at all. What I'd like to see is: Jane Smith Open Task - follow up call due 04/10/2011 Closed Task - Sent literature. 11/01/2010 Paul Johnson Closed Task - Update call 12/05/2010 Closed Task -
online appointment booking
Is there an application that works with zoho crm or within zoho that allows me to email multiple clients a link so they can book a meeting online with me?
Little question about API
Can someone help me to take a look, what's wrong of me? updColDet = "<Solutions><row no=\"1\"><FL val=\"Solution Title\">A112</FL></row></Solutions>"; updSolDetails = map(); updSolDetails.put("apikey", "8qtHdasqzbs3fd$"); updSolDetails.put("xmlData", updColDet); updSolDetails.put("id", 3411630041321); updSolDetails.put("newFormat", 1); updSolDetails.put("ticket", "109fasdasdf21fads6"); updateUrl = "http://crm.zoho.com/crm/private/xml/Solutions/updateRecords";
Can I make an activity for a client?
Hi, I'm currently searching for a CRM program that could be combined with Google Apps. Zoho is the one! :) But, I need a little plugin or possibility for my sales that includes following opportunities: 1. Create activities associated with my client. 2. For example I set up a list of clients who I am planning to call today. 3. When I make a call, I would like to click completed and write a text about our conversation under the client profile. 4. Now I would like to put next date to that client when
Document Management through Mail Merging
Hi, does anyone know if there is a workaround whereby Zoho will save a mail merged document (not an email) automatically under the contact/ account attachments section? At present, if you ran a mail merge to 10 people in your database, you would then have to save the doc on your desktop and manually attach it to each of the 10 contacts in your Zoho CRM. David
My wish list - after 1 year
I have implemented ZOHO in my organisation and it has been used in earnest for over a year now with us steadily Increasing the amount we use it. We have SAP in our organisation and ZOHO overcomes many of the limitations that SAP has. That being said I feel that there are a number of usability improvements that could be put into place and a quick scan around the forums would indicate that I am not the only one. So here is my wish list in no particular order Conditional display of fields in Account/Contact
Importing contacts with notes
Hi, say I have a simple contact csv file Title,FirstName,Surname,Organization,Email,Notes Mr, John, Johnson, Sweet days, jj@.sweetdays.com, "A lot of text notes, or other information" ...How can I import this contact information into contact section and Notes into notes section for that contact in ZCRM? Thank you for your help L
Font issue
As of today my description fields are showing a different font. This is true for accounts, contacts and tasks please advise
Please expalin the function of the button labeled "Save and Associate"
One of our users was creating a new potential. In that process she also needed to create a new account and new contact. She used the "new Account" option from the lookup pop-up window to do this. When the next pop-up window opened she noticed that there were two options she could choose: Save Save and Associate I have attached a screen capture of the pop-up window. I tried creating a test account and contact using the save and associate method and I could not figure out what that option does. I look
how can I have report on totals of count in groupings in the report and filters
Currently, when I run a report and group by a column value (such as status) I can't get a sub-total count of the number of records for each sub-grouping. The only totals it allows are for actual "values" such as "revenue" or "employee count" -- but I really need to show the number values. Also, for that same report, I need to filter out by lead-source...right now, I can only see it for the entire lead-universe. how can I filter by lead-source?
not working!
Hi, I cant seem to get my outlook plugin working. I installed it fine and used it for a day or two, it then seemed to be causing a few problems - crashing outlook, before finally giving me an error message that asked me if I wanted to disable the plugin, I said yes, thinking that I could re-enable it later, but I cant! If I go into the plug in manager the zoho plug in is not listed, and even if I uninstall and reinstall the plug in it doesn't show up! Is there anything that I can do to reenable
Zoho Outlook Plug-in suddenly gone
When I opened Outlook this afternoon to check my mail I noticed that the Zoho toolbar was missing. It was there last night when I shut down the computer, but now I can't find it anywhere. It's late on a Friday, so it's possible that I've lost my mind. And I'm a new Outlook user - I specifically bought Outlook 2007 just a week ago to test the Zoho plug-in for a client. I have looked for ways that I might have turned it off by accident, but I don't see anything to turn it back on. The contacts that
Entourage and Gmail update
I see from past posts that there were plans to include Entourage and Gmail plug-ins to add emails to Zoho. Have either of these become available?
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