Workflow on lead creation does not work
Hello I am trying to send an email everytime a lead is created and it does not work Could you please help me ? Thank in advance
How to convert Potentials?
Hi, I am relatively new to CRM. My organization is creating a website that has members. We want to use Zoho CRM to track all of our leads. Once we have contacted those leads we would like them to turn into Potentials (as well as Contacts and Accounts). Once we have "Closed Won" the Potential it would be great if they would turn into Accounts on a specific Product (we only really have one product at this point, membership in our site). This would allow us to easily track the number of accounts that
Not a bug for say but a useful feature
Hello, On should be able to create a campaign using leads that are already in the database.. It is a serious functional omission not to provide this capability. It would be mute if all leads of a campaign turn into immediate clients but, often repeated campaigning is needed to get to that stage. Thanks for considering this request. That request was made a few months ago, I believe. Best, MH
The feature request forum is locked. Why ?
It is too bad that this forum is closed. Adding suggestions to improve the product or simply to express a wish or two is important. Where should we put our suggestions ? Thanks MH
Table columns cut off in pdf print
Hello, When trying to pdf-print a three columns table the two right columns get cut off. After a lot of fiddling and many time consuming pdf exports I usually manage to find an acceptable table layout that gets printed with all borders, but this is too enervating after a while due to the very random results. Preview Button works fine, but PDF printing of tables is hard work. (Firefox 3b5 Ubuntu, Firefox 2 WinXP) Any hints/workarounds? Markus
new free CRM offering + business network
zoho users... there is a new free contact manager and CRM offering... which also incorporates an online business network... www.octopuscity.com, for those of you that are interested, just thought i'd mention it. :D
Price Lists
Hi everyone hope you can help. Can I set up price lists to mark up products by a percentage so that any changes in cost price will be automatically reflected in my selling price? Thanks, Andrew
Use of Lead Name in Email Template
Trying to create an email in CRM to confirm receipt of lead information. Would like to use "Dear Mr. Jones" - however, "salutation" is does not appear to be a field available to the email template. So have to use "Dear Bob", which is a little too informal. Am I missing something? Thanks Steven
Use Lead Creation Date in Report
Trying to generate a report showing the leads created by day. Using a summary report and grouping on Creation Time - of course, since no two leads are created at the same time, the grouping is useless. How might I use the Creation Time field to get Creation Date - is there even a Creation Data Field? Thanks Steven
Can CRM be CC'd on emails?
I'm new to Zoho, but wondering if there is a way to CC emails to clients to the CRM system on Zoho. I have a friend that uses highrise and she said that is the feature that she likes....I guess you cc or bcc your CRM and it logs the contact, and puts the email in a note. That sounds like a nice feature. Since I'm trying to use Zoho, I'd like to know if there's such a feature here.
Event Autopopulate
Is there a way to have an event autopopulate the end date and time once you input the start date and time? It would be nice if it would autopopulate the end of the event on the same day as the start of the event, and if we needed to change it we could. Or at least adding a feature to make that optional. Thanks.
the Email-bases Cases?
Hi, Now all my cases are email-bases. There are not so much information in the wiki. Could you tell more about the Email-bases Cases? Thanks.
e-mail templates
Hello. I want to report a failure of the e-mail template system. When i configure a template, the system aske me to select a "sender" adress, and a "respond adress". But, when i´m going to send the e-mail, that "response adress" is anywhere, and the send adress cannot be updated. What can i do? frueda30
e-mail templates not generating field data
I created an e-mail template for alerts. The only information I seem to be able to get embedded in the e-mail is Account Name and User Name, I don't get any of the other fields. This seems like a bug to me. === Here is an example template: === A Potential has been created or edited for account ${Potentials.Account Name} Summary info: Name ${Potentials.Potential Name} Stage ${Potentials.Stage} Next Step ${Potentials.Next Step} Amount ${Potentials.Amount} Subscriptions ${Potentials.Potential Accts}
Restrict Accounts by User?
I am trying to figure this role based security out and having an issue. We have a sales manager who owns all the accounts and we want to give 2 project managers access to just 4 of those accounts (the ones they manage). They should see anything but the 2 accounts. Can I do that? How?
"Search and Add" in the Outlook Plug-in is not wor
Hi, with the Outlook plug-in, when I try to add an email sent by me I can't add the recipient with the "Search and Add" function: I can search for the right contact and I can select it, but when I click "Add to Zoh CRM" it say "No Recipient Selected". Please help me. I use Outlook 2007 and the 6.2.4 Plug-in version . Thank you, Giordano.
Any successful e-mail templates?
I've created e-mail templates that use the data fields provided by the CRM for reporting account, potential and leads data. I am not getting much success in getting information other than company name. Does anyone have an example e-mail template that successfully incorporates data fields?
cases
Hi, I am unable to view the Cases tab. I am the administrator. Can anyone assist me? Thanks + Regards
Edit Notes Layout
Is there a way to edit the notes layout? When in detail mode, viewing a notes detail, I'm not seeing the Contact information associated with that note, not am I seeing the Account information associated with that contact. It'd be nice to adjust that layout to make the notes more user friendly.
"Add email" is not working
I updated my Zoho Outlook plugin last week. Since then, the "Add Email" button does not work -- I get an error message that says "Error while adding mail to zoho CRM". Nothing further happens (the add email dialog box doesn't appear). I don't know if this is related: when I click "Preferences" in the Zoho CRM menu, I receive an error message that says "Object doesn't support this property or method". However when I dismiss the error message, the Preferences dialog box does appear. I am on Outlook
Custom Company Logo
Hi, I noticed that the image quality of the custom company logo shown on the pages is blurrish, even though the original is not. Is this a problem which is possible to fix? Thanks!
Account field settings and lost child display
1) If I change the vertical order of the account details (contacts, Child accounts, notes, open activities..etc) and save, only the contacts details show up. When I remove them all and then add them back in the order I want and save, then all re-appear and in the correct order under the account. If I move one and save it, it doesn't display any but contacts. The only work around I have found was to remove them all and then add them back in the vertical order I want. 2) Under member accounts for an
Testing email campaigns in Zoho CRM
Is there a way to test an email campaign before doing doing a mass email?
Product Net/Gross Weight -> Invoice Total Net/Gross Wt.
Hi, may I know if this feature will be added anytime soon? Thanks !
Custom Fields Not Updating
I created identical custom fields for my Leads, Contacts, and Opportunities. Upon conversion of my lead, all of my lead data is properly copied to its corresponding custom Opportunity and Contact fields, just as it should be. Great! Now the Problem - If I change any custom field data in the Opportunity or Contact records, it DOES NOT UPDATE to the corresponding forms. IS it supposed to, or am I pushing this CRM beyond its design limits. Any feedback would be greatly appreciated! DSG
Values not saving properly on Invoice screen
When we fill out an invoice, everything is fine. However, if we change a value such as the Subject, all spaces are replaced with the + character. This just started happening a few days ago and needs to be fixed ASAP. It's really time consuming to go back and fix every one.
Problem with Greek characters
When I insert for example a new vendor with greek characters and save I cannot see greek characters. When i enter the new ventor resave eash item seperately it save ok and i can see greek in the vendor's name. Please help.
Conversion from ACT! to Zoho
I'm attempting to convert a client from ACT! to Zoho. I'm thinking that the ACT notes should become Events. Is this the best place for notes associated with Contacts? During the import, there isn't a location for the Contact ID. Is it associated by Contact Name? Thanks, Kevin
Send Mail b Button Not Working
The send mail button is not working in Leads/Send mail. Nothing happens. Natasha Martin
New Outlook plugin help
I can't seem to find any reference to the new "Zoho Category" function. How do we use it?
Integration of Zoh CRM with Evernotes
Hi I find the free flowing, tag structured - modular definition of notes found in Evernotes very refreshing and useful. A note can belong to multiple categories, not strictly a contact, account etc. Instead of recreating a product with similar functionalities, why not integrate the two ? Thanks for considering this request. Michel
Errors in Accounts
Hi Guys, I am getting issues with the Accounts section, although it may also be happening in other sections as well which I haven't checked. 1) When I am listing All Accounts and dsiplay 50, when I try to see the next page as I have more than 50 accounts it refreshes and presents me with the same list and therefore I cannot see past the first 50 accounts. 2) Upon completing a Mass Update to several accounts to a custom field I had just created which defines the company that provided me the lead.
Tasks do not display in Calander
Hello Zoho team, thank you for such a wonderful product. I was wondering if there is a way of placing the tasks on the Mini Calendar instead of the Events. Currently, when we create a tasks, they don't show on the calendar. Thanks, Alex
Same item more than once
It seems that Zoho CRM doesn't like to use the same product more than once in a quote/sales order/invoice. This is rather annoying to us. Most of the products we sell (signs) are the same base. We need to be able to sell different sizes of the same product. It is meaningless for us to group them all together. For instance we may take sheet steel to make one sign, and another piece to make another sign of a different size. Is there a way around this, also is there a way to group products to make a
Email being sent again and again as i add them to ZoHo!
Hi all, I'm having a little trouble with the ZOHO Outlook plugin. When i select an email in Outlook 2007 (running on Vista Home Premium SP1), i click the button to add to ZOHO. It works fine, but then i notice later that after the emails were added to Zoho, they were also re-sent from outlook, so my customer have been recieveing dupliacate emails dating back to almost a year ago! Is this a common problem? how can i solve it? thanks CC
Zoho Invoice integrates with Zoho CRM
Dear friends at Zoho: The cost imposed for free users as maximum of 5 invoices or estimates per month is not realistic. If you allow at Zoho CRM until 3 free users is certain that 5 invoices or estimates per month will not be enough. This is not really a fair rule. I hope you re-consider your decision in future. Unfortunately what I see is that step by step, slowly, you are pushing your free users to paid solutions, and this is happening in many Zoho apps. This is really not a good thing. I was really
Problem adding New Contact and Account in one step
When creating a new Contact I can type in a company name and a new Account will created automatically. That's good. But when the account is being created the street, city, state, zip code and phone number that I entered for the Contact should be automatically filled in as the default billing address and shipping address for the new account.
Enterprise edition
Can someone assist regarding some features that are either missing or I am unable to find GROUPS 1. How can I create sales report for each group 2. How can I show potential and leads for each group 3. Activities for each group Potentials 1. How can I display all closed potentials only 2. How I can display only open potentials and not ones that have been won Any assistance will be of great help We operate in 3 different location and it is very important to have these features
How to view "Case" without a Zoho CRM Login
Is there a way for a customer to be able to view the status of their case or maybe even multiple cases without needing a Zoho CRM login? I would maybe like to put a query or something on our website that would allow the customer to punch in their case number and get the result of their case if it is still in progress, closed, etc... Thanks! Stephen Crescenti Email Cleaners, Inc.
CRM Custm fields
1. Are Zoho CRM custom fields able to have a function: Field 1= Y Field 2= Field 1 OR Field 1= Y Field 2= Field 1+2 Or Field 1= Y Field 2= If field 1 = Y field 2 is greyed out /made visible 2. Can you use scripting as in Zoho creator to create complex relationships. 3. Is there a manual for the scripting in Zoho creator? 4. when will tie CORM and creator be integrated?
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