Link Notes with Contacts
I really need some help with the importing of Notes - linking them to the Contact during import. I've tried importing "by Parent entity IDof Notes" and "by Parent entity Name of Notes" - neither is working. - I have exported the Contacts from ZoHo, and added the Contact ID to the Notes csv file - all the required fields have been populated Thanks Richard Brust http://www.rbrdatasolutions.com
how do I close a sale?
I'm having a newbie question; how do I close a sale....?
Conditional data entry sections
It would be good if we can have data entry in areas CONDITIONAL on a field, eg boolean field, ie: Does he have a CAR: YES / NO If YES - open this section up: - What model - What colour - ETC IF NO - open this section up: - Why does he not have a car This way we can ask many questions, without clogging the interface too greatly. Thanks nainishb
E-mail template "From"
Most e-mail clients support the display of a full name in the "From" column of one's Inbox, assuming the "From" of the e-mail includes the name as well as the e-mail address. Currently, e-mails sent from ZohoCRM using an e-mail template only include the sender's e-mail address, resulting in a a less than personal display in the recipient's e-mail inbox. It would be nice if you could include the sender's name from the user settings, or, make it optional. Bill Clarke
Include Task Description in email notification?
Is is possible to include the notes in the task description when a reminder email is sent?
Mapping migration from ACT to Zoho
Hi, I exported my ACT data file and it split the records into 16 .csv files. Do you have a document that shows which field from ACT map to corresponding fields in Zoho? Thank you. Amy
How do I convert an email to a lead using Zoho mail and CRM
I am trying to use zoho to manage my vacation rental leads. 95% of my leads come in via email from two marketing services. The body of the email contains all the information I want mapped over to the Leads CRM (such as name, number, email, property number of interest, dates of stay, etc...). The problem I am having is that when I select the "Add to CRM leads" option all that transfers is my marketing company name and email, this is information is the same for all the leads I receive. How do I
Email to CRM leads is live!
I don't recall an announcement, but I am very happy to see that email to CRM leads is live! (previously only worked with contacts). This is a small thing, but very useful. Thanks! - Brian http://www.redpelicanmusic.com
Email Templates - Auto send to Leads
Hi I wanted to set rules for sending various email templates to Leads / Potentials etc but cant see how to do it. All I can see is one generic auto email on Web to Lead. Also cant seem to send Email Template on demand to Lead or Contact. Brett Hayton Brett Hayton
How to only display project related email in the module email section?
for example, i got 10 leads in the leads module, and try to assign all 10 leads to one sales person. All the email in module email section are the same, and come from the same email address, just want to know if we can sort the email by the project name or something else. so we won't be confused by the email from other project or leads.
How to Record email by project name?
For example, I got 10 leads from my web form, and assigned all 10 leads to one sales person, I want only the lead related email show on each email section, by doing that, I will not mess up with all the other leads. However, when i check the email in each lead through CRM. the email under CRM seems record all the email by the email address, is there any way to make it project related?
Tabs instead of one big webpage
Contact details - such as Notes, Emails, Activities, etc - should be tabs instead of just a lengthy list that you have to scroll to see. This is not only generally inline with other CRM systems, it makes navigating related information much quicker and efficient. Richard Brust http://www.rbrdatasolutions.com
How can I recall contacts without any emails or notes in a given timeframe?
Do you know how I can recall contacts without any emails or notes before a specific date? i.e. to contact leads who have not been contacted within a specified period of time (I know how to do it by date/time modified, but that only works if contact information is updated not an email or note generated). Any help is much appreciated
Report of Activities (Calls, emails, etc)
What report would a manager type person run to get a weekly summary of their user's (i.e. sales people) activities with their contacts - including Notes and Emails specifically. e.g. Joe Salesperson has 10 contacts under his account. I want to see all 10 contacts that were "touched" - either via email or a Note that Joe wrote in that contacts record - during the last week. How can this be done? Richard Brust http://www.rbrdatasolutions.com
outbound single click dialing
can zoho CRM be used for single click outbound dialing with voip systems OTHER THAN SKYPE? astericks or other pbx type systems?
Need new/enhanced features in Workflow Rules
Primarily, being able to sequence tasks/alerts. e.g.: Task1: send thank you or intro email <- this is already possible Task2: Schedule Call <- this is already possible Task3: when Task2 is cleared...do something. Basically, it's sequencing tasks based on a previous task being completed. Richard Brust http://www.rbrdatasolutions.com
Limited View access is not enough
We are trying to extend some functionality of our CRM to some business partners who focus on certain product lines. However, limited view access is not enough. I even customized it so that they only have access to job leads. The problem is that they can still use search function, and have access to view all jobs due to default ZoHo views. How can i block search and default job views?
Need First Name in Potential for Emails.
Hi, It's really annoying that you can't use the first name in emails from potentials. At the moment we have to copy the first name in to a field to use it in an email but sometimes my sales people forget and the email goes out with a name on it......... To have something like....${PotentialsFirst Name} would be very beneficial and would mean no need for our work around.... Regards Chris
Create Multiple Fields
I am doing a conversion to ZoHo where the user has many custom fields in their current database. Can I "mass create" fields in the Contact module of CRM instead of one-by-one? Richard Brust http://www.rbrdatasolutions.com
Profiles... Grey out or hide unavailable options?
Not sure if this is a question or proposed idea? I am setting up new profiles, and one thing that would help is if the Unavailable options in settings was greyed out. This happened before we paid for the licences, unavailable items were greyed out. But if a new profile could not for example edit templates, if that was hidden from them or greyed out as the adninistrator I could see what the various profiles could and could not do? Just a thought Barry
Revenue
Why can I not enter revenue into the 'expected revenue' field? I have always been able to and suddenly I can't??? Help!
CRM help Needed
I am using the CRM more and more these days, I started using Zoho as a stop gap while looking for a new ERP System. I have been attempting to integrate most of our business processes into ZOHO. Currently I am stuck at the issue of importing invoice history and figuring our solution to create a Return Authorization form with the information in a case. I can import invoice history into the stand alone Invoice program in ZOHO but that does not communicate with the CRM in any way. I am looking for some
Zoho Chat add-on for Zoho CRM
Hello. We are investigating features of the Zoho CRM and would like to propose an idea: would it be possible to create an add-on for CRM to link all the contacts in CRM and chat history within Zoho Chat? The same idea as you did for Zoho Mail and Zoho CRM. We bought both CRM and mail add-on for our users, like it and it would be very useful to be able to see the chat history of each contact via CRM (from each network: ICQ, MSN, Jabber, etc.) We would buy that add-on if you did that. I bet many
Look / Feel (Themes)
Hello, Is it possible to update the themes for the CRM system? They all look a little stale and do not match our companies theme/colors. I noticed that the ZoHo Project has a really clean and professional interface. Would it be possible to get something like that in CRM? Thanks!
How is the upgrade to WorkFlows going?
I've been gone for a while and decided to check back in to see if there was any progress on the improvement of WorkFlows in Zoho CRM. Has there been any upgrades or improvements, since I left about 5 months ago? Thanks
CRM - Importing Invoice History and other help needed
I am using the CRM more and more these days, I started using Zoho as a stop gap while looking for a new ERP System. I have been attempting to integrate most of our business processes into ZOHO. Currently I am stuck at the issue of importing invoice history and figuring our solution to create a Return Authorization form with the information in a case. I can import invoice history into the stand alone Invoice program in ZOHO but that does not communicate with the CRM in any way. I am looking for some
Zoho CRM - Feature Enhancements
Hello! Yesterday, we made some minor yet important enhancements in Zoho CRM that gives you a better user experience with some of the features. Here is the list: View additional details of an event in the Calendar - Earlier, only the event name and time were available in the Calendar view. Now, you can also see the Related To, Contact Name, and Owner Name details when you hover the mouse on the event in the calendar. This helps you to get the necessary information in the calendar itself. View Modified
multicurrency quote
as listed in different currencies, such as implementing a quote that my product sold is in dollars, pesos and uf.
llmulticurrency quote
as listed in different currencies, such as implementing a quote that my product sold is in dollars, pesos and uf.
Logged calls not appearing in Potentials Records
Today while logging calls I noticed that the completed calls were not showing up in the Completed Tasks area of the Potentials records. In each case I initiated the call logging from the "log a call" link on the potential record. This is important for us to maintain a record of our communication with people concerning these potentials.
ZohoCRM Outlook plugin not seeing newly added contacts
Hi I have Outlook 2007 and use the Outlook plugin to integrate with Zoho CRM. I also use a Cardscan business card scanner to add new contacts into Outlook. After I scan cards into Cardscan and validate them (including adding the Zoho category), I then sync them with Outlook using the Cardscan software. So far, so good. When I then go to sync Outlook with Zoho, using the plugin, the newly added cards do not appear. As far as I can tell, they do not appear anywhere in the connector: not on the "excluded
Help wanted. How to send a series of 5 information/sales emails to the same customer over several days... automatically?.
HI, All I am on the final leg of assessing Zoho CRM to introduce accros our company, with about 10 national sales reps. and so far has performed every task I wanted it to, and these forums have helped a lot...Thanks ! So before we take up, I have one more thing to research, understand and get sorted, that I have not tried yet, as I understand its part of the paid version, that we will be starting this week. But heads up on where to start and how to set it up, would be of great benefit. What we want
Adding Fields to a Report
How do you add a field in the Report Pivot tables. I am trying to create a very simple Sales Report that has 4 fields - Date, Account Name, Contact Name and Note Content. Search the web: enhanced by
Security
Will there be levels of security, in the future, to control users from different modules, in addition to maybe locking out particular modules, like locking out a particularly sensitive account or contact...suggestion PAA
Problem getting Zoho Mail and CRM to sync
I've looked through all the settings until I'm blue in the face. I've set up Zoho CRM. I've set up Zoho Mail. When I send out email out of Zoho Mail, it will not show up under the proper Lead/Contact etc. I'm also trying to do the Outlook Plug-in, and that's sporadic success at best. Is it a setting problem?
Getting started
I am just getting started with CRM. Are there tutorials that I can view - at the moment it does not seem very intuitive?
Feature Request: Next step workflow management
I really like the idea of the "Next Step" functionality in the potential module to keep track of the most immediate next step needed when trying to land a client/project, but as currently implemented it leaves a lot to be desired. Currently it is just a blank text entry field, so it has to be manually updated every time a task is changed and you lose all the history every time you do this. A much better approach would be to have this field be a look-up type field that would pull from the task list
Products association
Is there any possibility to associate different products ? Let's say we have 10 individuals products, but we can also sell this ten products in packs. If I enter these packs as new products, this may be a problem for stock management. Please help wanted.
2 meg email attachment limit??
I am using free crm with paid add mail feature. I notice I get a "you can not exceed 2 meg file size limit error." Is there a way to raise this to around 10 megs. Many of our PDF's we have to email are between 1 and 10 megs. Also I was storing the PDF's on Google Docs but the send mail feature when connecting to Google docs only shows my files and not my folders. It seems only zoho docs will show folders. Is this correct? Thank you in advance.
Features I'd like to see...
User customization: add color code/avatar support for user profile in CRM. iPhone app for CRM Calendar view to show color coded user events that span hours and days. (vertical colored bar on left of hour view), hover over it for details of event and creator. Thanks!
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