Idea or request
Is there anyway ZoHo can automatically load my leads directly from the lead provider into my ZoHo leads? There is a competitor of your that has the capabilities to do so. See below: Using your Radius Dropbox Email Address (Dashboard > Your Profile > Below Email Settings) you can import leads automatically from your lead vendors. Here are the steps to start the importation process: 1. Copy your Radius Dropbox Email Address under Your Profile (example - dropbox@123456.accountname.radiusbob.com) 2.
how to send a comment from sales manage to sale rep concerning an account
Hi, Is there a way, as a sale manager, to send my rep a comment about an account they are working on. As an example, I see the rep called an account, I read the notes the rep wrote and I want to provide an idea but I do not want to send it by email. I would like it as part of the account history. Any ideas would be greatly appreciated. Thank you
Custom Formula Field Question
I created a custom field entitled Expiration Date using the below formula (which worked perfectly adding a date that is 30 days after the Create Date): Datepart(Adddate(${Leads.Created Time},30,'DAY')). I would like to have Leads expire within 30 days if the no of employees field is <=200 employees and within 90 days if the no of employees field is >=200 employees. I would appreciate any assistance that you can provide.
QuickBooks - will exported Contact Name associate the correct Customer Name?
Since exporting the Contact Name from ZOHO CRM for Invoices is mandatory and this is mapped to Customer Name -- will QuickBooks recognize the correct Customer Company Name because of the ZOHO Contact name when creating the Invoice? Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
QuickBooks -- exporting Subject Line into multiple Invoices and Quotes
We typically sign one year agreements with customers and send out 12 invoices. We use the same Subject Line for each Invoice for the series of 12. When we start exporting from ZOHO CRM into QuickBooks will we be able to export the same Subject Line multiple times? I am not sure how this functions since QuickBooks uses unique numbers for Estimate Numbers and Invoice Numbers and what I am proposing is using the same Subject Line in multiple transactions into the Estimate Numbers and Invoice Numbers
QuickBooks - Item Numbers that are used in Customer Jobs and directly billed
Today there is no way to create Item numbers that can be exported in QuickBooks that also contain the vendor and customer date for Customer Job Items. When we import the Product from ZOHO CRM into QuickBooks we will need to manually go in and edit each item to make it comply with a Customer Job (that has specific vendor items billed) for each invoice. A slight modification that will not take much time. In the event a Customer uses the same item over multiple invoices when we export each future
Getting all closed Events
Hi, I use the following url to get the list of events belongs to a contact. Which returns both opened and closed events. https://crm.zoho.com/crm/private/xml/Events/getRelatedRecords?parentModule=Contact Is there any way to get the closed events alone. Also, how to get the latest 2 closed events??? Thanks, Baskar.S
Need to know, How Can I Add Some New Fields to CRM ?
Need to can, we will be able add the new fields to the CRM.....As per our requirement? Please guide us Regards, Vikram Kirtani
Export Report & open using Libre spreadsheet?
Hi. I dont have excel in my pc. Is it possible to export report to Excel format and open in Libre spreadsheet? Is there a way to make the report viewable in Libre? I tried exporting to excel but unfortunately it will ask for Excel so I couldnt open it with Libre Thanks!
OUTLOOK Plugin Successful but Updates Not?
I have put in the Outlook Plugin and was able to transfer new contacts back and forth but if I update a contact and do sync again nothing updates. Example for 2 different records I added the phone number in Outlook and an e-mail address is Zoho and when I did sync it came up with no updates. I want to roll this out to my team but until I get this worked out its pointless.
can`t get the right "from" name associated with the mailbox, when sending email directly from contact details...
i am trying to change the "from" name when sending mails from Zoho (post@zoho.com): i have changed the name in the settings in the email module, and this works fine when i compose a mail directly in the email module, but when i send a mail directly from the contact details, i get the wrong name, despite choosing the right sending email - what am i doing wrong?
New be, calender issue
just started using the free software CRM and have an issue with calender, when i add a task it does not appear in the calender, am I doing it wrong or does the free CRM not support this many thanks
New Zoho users
Often when I invite a new user to join my Zoho account they are not able to join my account but are asked to create their own accounts. Why does this happen is there a way to stop it? Most recently my new user entered exactly the details of our existing account and it has created her an account which looks like ours (has our logo loaded) but has not data in it and has no tabs to the different modules within the CRM. Any clue whats gone wrong and how I fix it?
want to see recent notes in contact view
We want to see recent notes in contact view.
Open Activities aren't available anymore
All of a sudden I can't access Open Activities for leads. Take a look at the screenshot, I only see the header. How do I get these back?
Subscription Annual can new users be monthly?
I have a client that has signed up to zoho on an annual subscription. They now want to add a user but want to do this on a monthly subscription. Is that possible? Debra
ZOHO CRM Unstable: Adding a task and entry of a reminder date shuts down the task
Hi: I experience quite a lot of unstableness in ZOHO CRM such as: Today, Adding a task and entry of a reminder date shuts down the task All of a sudden old contacts can't be found anymore although I know that they were absolutely not deleted. I can import the back up CSV file but I think that the activities will be lost Adding a section to contacts was a nightmare. When I added a new field, I had to save and reenter ZOHO CRM Please make the system and database stable. Our company relies very heavily
Create a report to show the time from open to close in the CRM
Hi, Do you know how to create a report that shows the time the reports remain opened? Thanks, Regards,
Contact Link to Vendor record
When in a vendor record, I've tried clicking on the Contact Tab within that record and entered an new contact. The data takes and they become a contact but they do not show in the vendor record even after saving etc. TonyD
How long should it take to rename tabs?
I try to rename a tab and it appears as though it is processing the request but 15 minutes later it is still processing. How long should I wait before realizing it is not working. I have tried several times and the changes never take. The longest I have waited is about 30 minutes. Should it take that long? Is something wrong? Anyone have any advice?
Zoho CRM Integration with Live2Support Live Chat
The integration of Live2Support with Zoho CRM provides you a powerful tool to deliver personalized and effective customer service. This integration facilitates your sales team or support executives to effectively manage customers and deliver what you promise. Integration Features: Add a note to an existing contact Search for desired contact if default results were not satisfying Add a new contact using pre-chat survey data Add a new lead with chat transcript as a note How to Integrate Live2Support
Contacts at Event filter
Hello, Imagine you meet a number of people at an event E, that is in your Calendar. You enter their respective information into Contact. Now you think, 'I met so and so at event E, but who else did I meet there?' How would you set up the system to give you the answer? Best Guy
Is there any way to copy address details from CONTACTS to ACCOUNTS in CRM?
I have imported a large list of contacts into CRM and now I have cleaned them I want to copy the appropriate address details up to the Account records. Can I use a Macro or something to do this?
Auto bcc
how do i auto bcc mails sent from zoho?
best practices to manage contacts and leads
Hi! I'm curious about the best practices for zoho CRM leads and contacts. Please help me to understand the flow on the following example. My friend during a chat noticed that he know someone that I have to talk in 2 weeks. He gives me his mail and phone so I can contact him. I make a call and we set ups the meeting. We meet for a couple of times and suddenly the person says that he moves to the new position. He will not have time in the nearest feature to continue our talks but would be happy
Bug
There is a bug in CONTACTS. Take a contact already created, and edit the ACCOUNT field, without doing a full record edit. Then a new ACCOUNT will be created automatically with whatever name you fill in.
Need help with creating views which filter out specific people
Over the last two weeks, I have reach out to all of my leads and contacts via the Zoho "Send Mail" function. Let's call the email "New Office." I've recently been transferred multiple existing leads and contacts which belonged to former employee. Now I would like to create a new Email Template which goes to ONLY those leads and contacts which have not received the "New Office" email. As of right now, I cannot figure out how to filter by Zoho Emails or specific key words in Notes. Additionally, the
Changing Default Meeting Length
When you create an Event, End Date Time defaults to 30 minutes after the Start Date Time. Is there a way of changing that default?
How to organize folders of reports?
In my organization we use the very tool reports the CRM system, but something that causes us headache is the fact of not being able to organize the folders in alphabetical order or reorder their names according to our use. Something planned for that? We consider a simple thing to deploy the system.
Can I convert a contact into a lead?
I'd like to re-categorize contact into a lead - is that possible? If not it should be :)
USE OF ZOHO AS A PROJECT/TASK MANAGEMENT SYSTEM
I AM LOOKING AT ZOHO FOR USE AS A CRM BUT I ALSO NEED A TASK/PROJECT MANAGEMENT SYSTEM TO DO THE FOLLOWING PROJECT LIST WITH TITLE,DESCRIPTION,TEAM LEADER ASSIGNMENT,PRIORITY, START AND DUE DATES, AS WELL AS TASKS (WITH ALL THE SAME INFO) THIS WOULD THEN BE REQUIRED TO AUTOMATICALLY EXPORT TO A CALENDAR , AS WELL AS TEAM MEMBER PROJECT/TASK ASSIGNMENT LIST IS ZOHO CAPABLE OF THIS?
Any users of Zoho CRM and Socket Quoting Software?
Socket's online quoting system can automate quote generation and funnel leads directly from your website into Zoho CRM Is anyone here using Socket quoting software with Zoho CRM? If so, care to share your experiences? Earl Rudolfo The Online BeanCounter
QuickBooks integration -- only exporting the Contacts (Customers) when starting the integration
We only have about 10 to 15 customers in ZOHO CRM (stored in Contacts). However, we have 20,000 contacts in the Contacts Module. We we start the integration with QuickBooks will be able to limit the Contacts export to just our Customers or selected Contact records as outlined below in your training documents? How we take records for integration? Import - At very first Import (from QB to CRM), we will import all records. After that on further import, we will import the records modified after your
Is it possible to auto delete calls from Zoho CRM after a certain date?
Is it possible to auto delete calls from Zoho CRM after a certain date?
Text field with multiple entries
When setting up the accounts and contacts section we added some custom fields to enter al the needed information. An option I really need is to have multiple entries in one field. Like: "Machine name/type" where we can enter any number of machines that the customer has by clicking a "+" sign. I've seen it in other CRM systenms. Or used software, where we can enter any kind of software the customer uses. One textfield to enter everything is not enough. I tried to use Zoho Creator as a workaround,
Formula field IF
Hello, I'm trying to solve the issue with automatic set of STRING (or number) in the custom field depending of ZIP codes. I used Formula field If(${Leads.Zip Code}=zip_code_here,value1,0)+If(${Leads.Zip Code}=zip_code_here,value2,0)+If(${Leads.Zip Code}=zip_code_here,value3,0) Finally i should get zip customfield 10500 or 10501 or 10502 = value1 10400,10401,10402 = value2 10900,10901,10902 = value3
HAVING DIFFICULTY WITH CUSTOMISATION OF SEARCH LISTS
I am using the search layout within the customisation area to set the displayed field lists I am expecting to see in the CRM areas. You have a choice of up to six for each area. The problem is that when I go to the area I only see 3 columns of information (3 of the fields I have selected during the customisation) rather than all 6. Is this a bug or am I misunderstanding what the search layout customisation is doing. If so how do I add more columns of data on the CRM page displays. eg move
Any workaround for massupdating emails in importing contacs?
How can i update several emails (over 100) in an import to contacts? the overwrite option just creates a new contact when not recognising the email associated with the excisting contact: how can i work around this? Picking one and one will not work as the updated emails are quite random, and often in great numbers in our excel contact sheets (we do newsletter listings)- how can we get around this?
workflow rules to update account related products in accont related contacts
Hi, I have created a custom function in zoho crm , which executes when we create or edit account details , it update account related products in account related contacts,potential. But there is problem we want that whenever we add products in account related products, it automatically get added in account related contacts and whenever products are deleted from list it get deleted . so what rules we should implement here to update record by account related products.
Is it possible to email someone the potential information generated using the print function?
Right now, if I want to email someone all the potential information, like it is generated in the print view of the potential tab, I need to print it to a PDF and mail the attachment. Is there a way to skip this and email the info directly from Zoho CRM?
Next Page