Is Zoho Right For Me?
Hi everyone! This is my first time working with a CRM. I was given the task to research into finding a great CRM, but at the moment, I'm not too sure where to actually start. Let me fill in some information, and hopefully someone might be able to answer :) The company I work for has a database of roughly 50,000 customers over the last few years. We would like to either keep in touch with recent customers by giving them either a thank you letter or a friendly phone call. We would also like to get
Transferring information from Maximizer to Zoho
We have been using Maximizer Enterprise 7.5 for quite some time. We want to switch to a simpler format. We have approximately 8000 companies in our data base. Is it possible to import/export the information (Name, address, city, state, zip, phone, fax, e-mail , etc.) to Zoho? How? We also would want to import/export documents, and notes from Maximizer to Zoho. Can someone help us with the procedure to do this? THANK YOU! We are not IT persons...we need help!!! Also...Zoho would be used on two laptops
Import from Maximizer
Is it possible to import Company, Address, phone, fax, etc. and other information from Maximizer Enterprise 7.5 to Zoho? If so...how? Can someone please give us detailed instructions? THANK YOU!!
Email History
Hi, Emailing directly from within CRM by selecting a contact is great. Too easy. However, where do I get to see my 'Sent' emails like I can in my 'Sent' folder in my Z Mail client? I often refer to my Sent folder in my Z Mail client to remember what I'd sent up to a few days before. How would one do that if emails originate from Z CRM? I can't see any history. I'd have to visit each person in my contacts list to see what emails were sent to them recently. It would seem that the mailing functionality
CRM Email reminders not working properly
when I click on a email reminder it normally takes me to the reminder today it goes to the CRM home page only and not the reminder any advice?
Outlook Plug-in STOPPED WORKING after SSO transition
Hello, My Outlook Plugin won't let me log in. After the single-sign-on transition, the login form says "you must specify a valid username and password" -- even though I am using the same username and password that still work on the website. I am using the Outlook plugin on Outlook 2003 with Windows XP. I am using version 6.2.5 of your plugin. Is this a known problem? Is there a workaround? Thank you...
CRM and Annual Maintenance Renewal by Products
New and trialing ZOHO and cannot find how to have a product allocated to an account with individual support renewal details (ie per customer renewal dates)? Basically each account could have purchased maintenance on a certain date, for any number of products and need a way of tracking renewal dates for each product / account. I have tried setting the support dates for a product and allocating to an account. However this refers to the global product and seems to require a separate product for
Invoicing electronically
zoho experts, I have a friend who has a chemical distribution business. I'm trying to help him using zoho. He is telling me as per regulations, he cannot generate email on his computer , print it and send it to his clients. He tells me, he needs to get special permission from authorities, use a dot matrix printer with a running sheet to generate invoices using computer. I find this odd and hard to believe. Can he not use zoho, create invoices, print it and mail/fax it to his clients ? Any pointers
ZohoCRM SSO migration completed; ZohoMail?
Can you please update us on the status of ZohoMail integration with ZohoCRM, since single sign-on is now implemented? Thanks!
Web To Lead Problem after Transition
Prior to transition, I had the following working: In Zoho CRM web to lead setup, I set the return url to: thankyou.php In the form itself, I had the following: thankyou.php?ID=<?php echo $_GET['ID']; ?> This worked, and zoho passed the url properly after recording the lead. In the new implementation, it does not work, even after creating a new form. I need a work around. How do I pass the variable to the thankyou page?
Mass Emailing can be done upto 250 mails per day
Hello, On Leads->Lead Tools->Mass Email Leads page,the third Tip is "Mass Emailing can be done upto 250 mails per day". I want to konw that is it refer to "the 250 mails could be sent by one account?" or "all accounts of the whole company could send 250 mails altogether? Thanks.
New Custom Field
Hello, New custom field, when more than 50 text type fields, the tip is "Field in the specified label alreay exists". The "Tip" shows: You can add upto 100 Custom Fields. But why I could only add 50 text type fields?
Assign leads to groups
Is it possible to assing leads to groups. For example I want all my leads coming from one source going to sales group 1.
System very slow
Myself and my sales team are expereincing some problems with Zoho CRM since this weekends transition. We are having very slow response times, system get stuck on loade, and has even locked up on us. We have had to close out of Zoho and start over several times. At one point it even denied log in. Is anyone else having this problem? Any idea if this is an issue all around, and when it may be fixed?
Very slow since update this weekend
Myself and all my staff are experiencing a very slow system since the update that was done this weekend. There have been several times throughout the day that the system has completly locked up, and we have to close out and go back in. The last time it did this it would not even log us in. Is anyone else having this problem? Any suggestions or help from support? Thanks
Creating new report with date substitution
Hello dear Zoho Team! Zoho CRM has built-in reports like Closing this month (potetials), Next 7 days + overdure (Activities) and some more. How can I create my own report where I can add filter like less then next 7 days for example? Thx.
Outlook Plug-In Not Working
As of Monday, my Outlook Plug-In is not functioning. Whenever I attempt to Log-In, I get an error message: Zoho CRM Outlook Edition You must specify a valid username and password. I have not modified my username or password, other than the SSO Migration change that was required at log-in on Monday. However, I have tried to use various log-in combinations, all to no avail. I was curious if my time ran out on my Outlook Plug-In Trial. If so, what is the cost of monthly use? Or, is there another
currency
Hi I've just noticed that all my invoices have now the USD symbol as currency.. the thing is, I am from Europe, so it should display EURO symbol instead... I have checked the Company Details page to see if there was any change there, but all is ok, I have my country Portugal there... even tried to switch to UK, to see if the Pound symbol weould show instead of the USD symbol, but no.. ~ any ideas ? thanks Paul
Populating Title on Import
How do you update title (Mr. Mrs. Miss etc not job title) on leads import - I can't see how to map the fields Thanks, Phil
the "TextArea type field" isn't showed in the dropdownlist
Hi, At the "Activities" page, select one record ->click the "more action" ->click the "Mass update", I found the "TextArea type field" isn't showed in the dropdownlist. I want to ask: why the "TextArea type field" can't be mass updated?
Outlook Plug-in not working after SSO upgrade
Help- My Outlook Plug-in will no longer add emails to my leads within Zoho CRM after the SSO upgrade. I have already uninstalled and reinstalled the Outlook Plug-in. How do I fix this issue? Thanks.
Customizing Product Name Lookup window
I have a question about customizing the "product name lookup" field that pops up when adding a product to a sale order. I would like to be able to customize: a) What appears in this window b) How the information is displayed c) The size of the window d) Be able to filter based on product categories to limit what I see Is there a way to do this? I have searched the Help pages and did not find anything. Attached is a screen shot of what I am talking about.
How can I recover original Inventory templates?
I edited the original templates in Inventory templates and saved them under new names. I would like to get the original Inventory templates back. How can I do this? Thanks.
Integrated Calendar & Contacts to ZBiz
Have Contacts and Calendar for ZCRM been integrated with ZBusiness as part of the SSO? I just added an appointment in CRM and went to business and it didn't show up. is that still coming in the future? thanks, James
Are Price Books Required
I would like to setup my quotes and invoices without price books, but it seems like price books are required on a quote. Is there any way to not use price books with my products, quotes & invoices? -BW
Support Options
Where do Paying customers get support other than the forums? A whole business day turn around is not cutting it.
Sort by last name.
http://discussions.zoho.com/zohoforums?ftid=2266000000010834 It's extremely difficult to find "Bob Ward" when you have LOTS of records named Bob. So when will this bug be fixed? I know....."Next update" but what date can we expect this.
Zoho CRM - SSO Migration: Feb 21-22, 2009
The much awaited Single Sign-On (Zoho SSO) for Zoho CRM is ready! We are planning to migrate our existing CRM users to Zoho SSO during this weekend. After SSO migration, CRM users can access all our Zoho Services with a single user name and password and vice versa. The scheduled maintenance plan is as given below: Start Time: 21st February, 2009 8:00 PM PST (GMT-8) End Time: 22st February, 2009 8:00 AM PST (GMT-8) Total Duration: 12 Hrs For more details, please refer
Data Management
Having some difficulty with the following: New Users are not able to view company-wide data. They are only limited to viewing records they create or records for individuals in roles that are subordinate to them. I imported a number of accounts/contacts as the administrator and I'm assuming this is preventing them from being viewed by other roles. Is there a way to globally assign these accounts as organization accounts so that others can see them without over-riding settings to give them public
Can't add new account, new contact...new anything!
Forgive me if I am totally missing the obvious, but when using the 'New Account', 'New Contact', 'New Campaign' etc etc options, the only options I get are Save Save and New Cancel Nowhere does it allow me to add data into any fields. Please see attachment I have tried creating a contact, lead, account etc in the quick create option and this works fine. However, when I want to add more details to an account / contact etc using the edit feature I still get the same options as above. Hope this makes
CoupleNewbie Questions
Im new to Zoho, been a Salesforce user for a LONG time. A few questions before I dump alot of time into Zoho... 1. Can a page (code) from another server be displayed on the detail views of records? 2. Are there unique ids for all records useable for integration with other systems? What do these ids look like? I ask this becuase I do alot of work with image libraries on co-located servers integrating with Salesforce, I am hoping to do the same withZoho.The id fields are key to making this work...
Devis-Facture
Hello, I've problems with the CRM PrintLayout http://crm.zoho.com/crm/printlayout.do Your comments (Bill to, Ship to, Product Name, Product Code, Qty, ...)are in english on the devis and the facture in the french version when I would print it. Certain others comments are so stange (Grand total, sub total, ...). That's a reels problems to work with your CRM I'll profite to say to you that your Quote Number is so long ! 96836000000032053 The goods translations in french are : Quote : Devis Valid till
Quickbooks
With quickbooks coming out soon, will ZOHO CRM's current inventory model change?
Credit Card Processing
With or without Quickbooks, will I be able to process credit cards directly from ZOHO CRM?
Adding "Discount" Field to Quote pdf
When I print a quote or generate a pdf of a quote the "discount" field does not appear though the reduced price is presented as a total price. This is confusing my customers. Is there a way to add the discount field in the template used for printing and rendering the pdf???
Synch of Calendars withi Zoho
Is it possible yet to to have the Zoho Business and Zoho CRM calendars synch? In the past I read that this would happen with Single Sign On, but I have not seen that happen.
When Adding Custom Field, Need to be Able to Rearrange/Reorder
It doesn't appear possible to reorder the fields under settings, even if I add a custom field. So, the flow of input is greatly affected in the new field should be third from the top but by default it's added to the bottom. If there's a way to correct this now, please let me know. If not, can this be added to the Roadmap.
Quotes and Invoices for Service-based business
I'm trying to figure out how to adapt Zoho CRM "products" and "quotes" to fit our Message on Hold business. One problem I have is that pricing for our services depends on a host of factors, from the length of the contract (1, 2, or 3 years) to the number of locations served. We offer discounts for longer contracts and for multiple locations. We also have several pricing structures - Monthly billing, annual billing, one-time payment, etc. Prices also vary depending on the number of productions
Task - Save & New
please allow the task to carry over the task details when you select "save & new" the reason I even use "save & new" is to add another task to follow up with the same task info and I need it to carry over the previous task info (contact or account info and the related information) please advise...
Importing (Zoho POP3 ) Mail to CRM ( akin to MS Outlook Plugin )
Is it possible to retrieve and convert my incoming mail in Zoho/Gmail to a webform as contact/customer lead?
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