How can a client receive an email automatically as soon as a record is created?
How can we setup ZohoCRM so that clients receive an automated email as soon as we update/create a client record? We looked at Workflows but they can only be configured to send alerts to ZohoCRM Users, not client email addresses. An urgent response would be really appreciated. Many thanks Cameron
Re: TImes
Hello, I am in London, with my time set to GMT but it is an hour behind. Can anybody tell me how to sort this out please? James
'Add Field' missing from 'Edit Page Layout' tab
Hello, I'm trying to add new fields for the 'Leads' module. Unfortunately 'Add Field' button is missing. See screen shot attached. Please advise. Regards, John
Importing data in formula fields
Hi, I have different formula fields, but I have to import some data as set-up. The problem is that it doesn't calculate the formula unless I change the values, and I have thousands of records!! How can I import this data? Thanks
Task Reminder - Subject Line
Good afternoon. Is there anyway to modify the Task Reminder Subject Line to include the Account Name? Thank you.
Some New User Questions I have
According to the documentation, it's possible to edit the "Lead Sources" fields. We need to edit these to "Walk in traffic, phone calls" and a few specific lead companies that we use. But this isn't in the list of fields I have the ability to edit. Also, I have removed some of the tabs I didn't need. We simply need lead tracking. Then when they sell, I need them to be called "Customers" and I need to be able to create reminders for certain events, like birthdays, 6 month anniversary from purchase
Our Zoho Wish List
Our Zoho Wish List We normally see a lot of users complaining about many aspects of Zoho, but while we agree that many contributions are positive, many hurt the efforts in helping a company that has become an integral part of our every-day operations. For these reasons we decided to enumerate our own list of features and changes that we would like to see in the system. Some are more urgent than others, but all lead to a better system and we hope that they are well treated by the people in charge.
Contact birthdays on calendar or receiving alerts
I've seen this question several times, however, have yet to solve the issue. I would like to have Contact birthday appear on the calendar or receive alerts of their birthday. Are both of these possible? Thanks,
Can the quote template outline table be expanded?
We are using 8.5 x 11 paper for our printouts and the quotes don't "outline" the entire printout, please see attached quote. Many of our clients have mentioned the quotes appear 'squished'. Is there a way to adjust this in the html? Sample Quote And are there "generic" samples/templates we can download from somewhere? I think all our templates have been modified including the original one called quote and I would like to download the originals. thanks in advance. cori
I cant open documents that I attach. Is this not possible to do?
I cant open documents that I attach. Is this not possible to do?
How to clear the Missed Activity Reminders popup
Apparently, Zoho CRM synced with my Google Apps Calendar and now, every time I log in to Zoho CRM, I get a popup window titled, "Missed Activity Reminders", but with reminders for appointments from last year. I've tried clearing these a screen at a time, but I've been using Google Calendar for many years and there are probably thousands of appointments. How do I clear these all at onece?
Location based commission?
Hi...I am looking for any way to handle having multiple physical locations selling products. Specifically, I sell Product1 in Location1 and I get 100% revenue. I sell Product1 in Location2 but at then end of the month I need to split 15% profit out to give to the manager at Location2....this applies for all products sold at that location. Even if it is a custom view at then end of the month, is there a way to assign a Location (or constant variable) to a Potential? (I am not talking about a Location
Change default columns for Module
How can I change the default columns for a module? Currently the column items are not very helpful for my custom module.
Grafics X tablets ?!?
How could my team see their grafics in tablets, like ipad?
Form in Google Sites
I have a problem putting a form into Google Sites. Google does not recognize the name of the fields if they contain any space as 'Last Name'. Can I Set that option to remove the space?
Web Form in Google Sites
Hi. I´ve a problem when put a Zoho form into Google Sites. Google does not recognize the name of the fields if they contain any space as 'Last Name'. Can I set this option to remove the space? Thanks.
Don't want new email recipient to pick up under Leads module
Hi Zoho CRM I really like that Zoho CRM picks up emails from my gmail account. However, I don't want emails from new contacts (that I haven't entered into Zoho CRM otherwise) to automatically go under leads, as I would like my leads module as clean. This will make managing my leads much easier. Any suggestions? Thanks for a great product.
Show product price on products list page
I would like to show the product name and price on the "Products" main list page. How can this be done?
Customizing quote
Good day to all! I´m customizing the quote template according my needs but I need your support to do this. Please see the figure attached. Hope anybody can help me. Awaiting your comments Best Regards
Change fields in the task module that print.
We use the task field for processing orders and print each "order" (task) to include with the despatch. The default print out includes notes for the contact that we DO NOT want to include on the print out. How do I remove the field "notes about the contact" from the task module when printing it out?
How do you convert a contact to an Account
How do you convert a contact to an Account
Web form reports
Is it possible to pull off reports for data collected by a web form (this will be intergrated with the CRM)?
Social Tab
Hi Guys, Logged in as an Administrator. The Role and Profile have Social Integration enabled by default. I have associated (logged in) to our Facebook and Twitter pages. On Leads and Contact I can "Associate" a Twitter or Facebook profile with a specific Lead / Contact. However, when I click on the Social Tab, I get a "Permission Denied" error. Not sure how to fix this?
Email Activity Reporting - for Google Apps users
Hi My question is about email activity reporting. When creating an email activity report, how do we include email activity that originated from both Google Apps emails AND emails sent from within Zoho CRM itself? Looking forward to the replies. Thanks Keith
Contacts - can my clients log in and see the details in the contact fields?
Hi! In contacts, can my clients log in and see the details in their own contact field? Kind regards, Jon
Quotes Clone Problem?
Hello When copying Offer When I change the customer information The delivery address is changed Former offer when you want to use as the product can not use. Save it remains just a product I erased all products. Please note that this issue be taken seriously. This feature facilitates our business previously was working fine. I'm forced to copy rather than create new
Facebook photo.
It would be great to be able to use the user's facebook photo (profile photo) as the photo in the contact section. Android photos have this option for using the Facebook photo as the photo in the phone's contacts, maybe this could be considered as part of the Facebook integration. By the way, the Facebook integration has made things so much easier, than having to go in individually to FB and find the person and then friend them. We use this as a social marketing tool, and it saves so much time,
Email kicked notification
Can you please please notify us when we send an email to a bad email address and it is rejected. Having to send through outlook to check validation negates the purpose to Zoho mail and templates. This is a basic feature that is missing. Even if it bounced back to outlook, I could add it via the plug in.
Map Dependency Fields Help
Hi, I have created dependency fields to minimize data entry errors by our reps but this has created an error of its own. For all of the parent field options that have more than one child field option that applies I also include none so it doesn't default to anything. But by doing this when a rep selects the parent field the child field switches from -none- to none making it a valid option when it really isn't. Can you please explain why this happens because 'none' isn't a true option within the
Zoho Mail not in Zoho CRM
Just recently our Zoho Mail tab disappeared from the Zoho CRM program. I have checked the modules, and the tab is not in there either. I also have checked to see if it was still linked in the Zoho Mail app add-on, and it is logged in. I have deactivated, re-activated, signed out, signed back in, and still no sign of the email tab. Any advice / suggestions to get this problem solved would be great.
Sudden CRM Email Error Message
This morning, and for the first time, I've discovered that my CRM email is not working. Instead, in the email pop-up (wherer normally the template would appear) I get this (which, too, will not "send"): Sorry for the inconvenience caused. Please try after some time or report your issue in the feedback form given below.
Zoho deleted the work that I put into my account including my custom modules
I signed for an enterprise account 2 weeks ago. I used this account to create custom modules and started to add entrees. Today, as I logged in, it was clear that I no longer had the enterprise account and the work that I have put in have all been deleted. Please diagnose and respond to the issue before other Zoho users encounter the same problem.
Custom Module - Adding Contacts as related item
Hi, I'm evaluating Zoho as a potential enterprise CRM solution for 2 clients. I've created a custom module (Presentations), and i would like to be able to associate one of more contacts to a presentation record. When selecting "Organize Presentation Details" option on a presentation record I'm only given the option to add "Open Activities", "Closed Activities", "Emails" and "Attachments". I would like to add "Contacts". I can't find anyway to do this in the settings and can't find any help information
Printing Activities
Recently the notes relating to a potential or contact have started to show up on the print preview of a activity. Resulting in pages and pages of notes printed out when all is needed is a print related to a single activity. This did not happen before.
importing leads, zoho crm can't open Excel
Zoho CRM cannot open Excel in the Importing Leads function; restarted laptop and made certain nothing else is open/running, shouldn't be memory issue which Zoho message states, thoughts?
I am new in Zoho and I wonder why you can not write the company name of your contact
When opening a new contact you can write name , phone, email and so on but why you can not write company name of the contact , departament, web of company where the contact is working Thanks for your help
Problem edit potential fields and don't displayed information
Hi! Help me please. In the potentials tab, the stage field can not be edited - the link Edit does appear, but is not clickable. Stage field can be edited when i click general Edit button on top, but i would like to do it from potentials info (entity_info) page, since all of the other fields can be comfortably managed from. Whats wrong with editing stage field from info page?
ZOHO CRM is unable to save
My ZOHO CRM is unable to save my completed calls after the fact using Contacts > Picked a Contact > Open Activities > Log a Call. I had tried it more than 5X but it doesn't work. This function was working last week but stopped working today at about 12 noon.
Quotes Clone Problem?
Hello When copying Offer When I change the customer information The delivery address is changed Former offer when you want to use as the product can not use. Save it remains just a product I erased all products. Please note that this issue be taken seriously. This feature facilitates our business previously was working fine. I'm forced to copy rather than create new
convert lead to client
Hi Is there anyway I can convert a lead to a client? It looks like i can only convert to contact. This is not helpful for me. I need them to be clients. Is there anyway of converting to client without loosing all the info in the leads page? thank you
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