Is there a way to add tasks to calendar within Zoho CRM
I run a Managed IT Services business, and we are just getting started with Zoho CRM. I'm not sure if I have missed something, but is there a way to see tasks on the calendar within Zoho CRM. We currently use Google Apps for Business and the Events (meetings/webinars) we created within Zoho CRM appear on the calendar and sync to my GApps for Biz calendar, but the Tasks do not. Before moving to Zoho CRM, we used GApps for Biz calendar to schedule tasks and mark those tasks as completed within the
Wrong value when clone a new contact within same account
Dear Sir/ Madam, When I clone from existing contact, I expected all the values would remain unchanged unless I edit it. However recently when I do the above action, system automatically change the value. As value on Module item should be "HRMS" and after I saved the contact it changed into "Contact"? That's really annoying to change it manually. Would you please tell me what's going on?
Emailing to my contact list
Hi there, I'm a new customer and now that I've built my database of contact, I wish to send emails to them. I would like to build my own templates (announcements, photos etc) and then drop them in and send to a list. Is there a tutorial for this and related operations? thanks very much Russell.
CRM API getSearchRecords multiple searchCondition
Does this functionality exist yet? I really need this, I have seen other posts with this same question. Please let me know if/when this might be available. We are integrating your CRM with our PBX software. It would be a big drawback if we could not search by multiple fields. Once complete we will be offering this to all our current customers which could bring your company a good amount of business.
Permissions / Invisible Fields
Hi, Within 'proposals' (a custom heading) I want to make the £$ value NOT appear to a standard user - in fact to only be viewable by me. Could you tell em how to do this please? (not just a link to a help page, as I have had a go first but couldn't see how to do it) Thanks
Font size doesn't change in email templates
I am drafting emails within Zoho CRM email templates. I am also inserting images. I altered the font to a larger size and when I send out the email, it's in the default (smaller) font size. Any ideas?
Multiple email notifications
Upon successful submission of all lead details, a website visitor (where a Zoho form has been placed) today receives a confirmation email from my Zoho instance. I also receive a system generated alert. I have one more email address that is being sent in the same user form to the CRM, and I wish to send a notification/ alert to this email address at a parallel. How does one do this? OR I also tried setting up a macro, but the macro does not seem to be able to pick the other email address and send
How do I update Quotes into the Forecasts
Is there a way to update the Forecast information with the Quote? I wouldn't think everyone is creating a Quote and then recreating it in the Forecast Module?
Picture upload to email template
When marking the image file (png) on my computer and selecting insert, nothing happens and it simply does not appear on the email body
Let's follow in Outlook and Google's footsteps
Who would like to see the CRM calendar function closer to Google and Outlook calendars. For example, when you schedule a meeting from 8am to 12pm, have it actually take up that space on the day and not visually reflect a 1 hour meeting. Have the week view look like every other calendar and show each day in columns next to each other. Etc.
Sort Leads
Hello! I am looking for a way to sort and group leads that have been contacted and corresponded with (where there has been an email exchange or phone conversation logged) from leads who have not responded back to an initial contact or email sent. I would like to be able to have 2 groups: 1. Leads who have not responded or been corresponded with after initial contact through email 2. Leads who have responded back with an email/phone call and need to followed up with Thank you!
Free account user permissions
Hi, I have adjusted a newly invited user (free account) permissions to "standard", then saved it, it says saved successfully, but the new invitee still appears as administrator. Thanks
emails sent on behalf of me
When people receive our emails they do not come from our regular email. Instead of our url, the email comes from the zoho.com and on behalf of me. It is very confusing for our customers. How do we set it up so that the emails just come from our @mottoinc.com? thank you
Search View Change
I would like to change this view to show a couple more fields, i cant find where it is? I'm creating a new contact for a potential/account i have created
Invalid Email for new user
I'm trying to add a new user with a .technology (not .com) and CRM says invalid email.
Increase number of characters in a field
I am running into a problem when logging a new contact - the Company field is not long enough (not enough characters). Any way to increase this?
Internal News Feed
Is there a way to have a type of Internal News Feed Widget on the home page. I am not looking for RSS feeds from external RSS providers but more a way of commuincating exciting news within Zoho CRM and keeping it within the CRM system so there is a reason for users to log in. Thanks Gordon
How can I add Company Name from the LEADS file to my Activity Report?
I have entered a ton of scheduled activities for New Leads I am working. But when I go to the Activities section, I can't add the Company name to any of the listings. All I can add is the persons name. But these are new leads and the person's name is almost useless to me. I need to see the company to have any idea what activity is which. This was a problem when I used Zoho in a prior job, and I ended up quitting to use Zoho for Lead management. That is not an acceptable choice with my new company.
creating an opportunity automatically when a contact is added
I'm in a B2C setting. everytime a form is filled in my website I'd like to create a contact and an opportunity. I found how can I create a contact when a form is filled out but I couldn't figure out how to automatically create an opportunity with workflow automation. how would you do it?
How do I set privileges for a certain User with a parictular Role
Hello! I have a User with a role called Sales(Säljare). This role is allowed to read all Activities and Contact Persons but should be allowed to administer all of these related to an account that is owned by that role. The problem is that when I set the Sharing Settings in https://crm.zoho.com/crm/ShowSetup.do?tab=usersPermi&subTab=SharingSetting there are only three types of Private, Read and Full access(create/update/delete). How do I set that the particular role is allowed to create/update/delete
Show linked emails under account also?
I like how Zoho will show all emails under a contact but is there any way to have then appear under account and show emails that were sent to all contacts for that account? We rarely go into a contacts record and always work from the Account screen, as all contact info is shown there so no need to go in their record. Thanks!
Creating seperate lead views!!!
Hello zoho, I want to categorize two different sources of leads and have them viewable in two separate tabs is this possible? I currently have 577 leads in my all leads section I want to name them and keep them separate from the next 500 I upload I'm a different view selection. how do I do this???
including contacts from different companies in same account
We deal with the company and their pr agency, but the pr agency represents more than one of our clients. Is there a way to keep track of the contacts via both the PR company and the individual client? Currently the only way we've found to do this is to have the pr agent assigned as a contact of that company. This doesn't help as when we talk to the pr agent, it's important to know which of her clients we're working with and on what projects. HELP!!
Ability to make deals and activities private w/o making accounts private
Why is it not possible to make deals/activities private in Zoho? I do in fact understand that in many sales jobs this would be unnecessary and making the account private would be sufficient. However...... In commercial real estate our two offices need to be on a public system. All of our data needs to be accessible by all brokers. In commercial real estate our goal as a company is to have every single account in our market (Seattle) added into Zoho and attached to a building (custom module). We need
Lead Automation
Hi - are we able to automate the following scenario: Leads imported and automatic "prospecting" email template sent Status automatically changed to "Attempted to Contact" 1 week later if still a lead and contact remains "Attempted to Contact" (in other words they didn't respond), then send them a follow-up email and change status to "Second Attempt" 2 Weeks later, if still a lead and contact remains "Second Attempt" email another template and change status to "Final Attempt Made" if status remains
Counting calls and tasks per day
I want to be able to see/track/ report calls (and Tasks) made per day. I don't see a date option for calls in the Activities view, and I don't see how to add that to a custom view. I ended up using Tasks instead of Calls. Did I overlook something? I have the free version.
Lock Lead/Contact/Potential while editing records
I have seen this idea mentioned for creator and think it need to be in CRM aswel. "If someone is editing infomation in a record have a lock symbol on views and record, (lead/contact/potential) to symbolise record is locked and editable while locked"
outlook
hi i have a problem I zoho I'm coming in, but a link in Outlook with the same password can not be established. what can be wrong?
Showing actual quoted ccy
We work with several currencies apart from our base currency 1) The reports show the base ccy instead of the quoted ccy for both potential and quote amounts. Is there a way to change this to the actual quoted ccy or add a converted field. 2 Is it possible to change the default ccy to USD instead of the base currency. Not of our transactions are in dollars. 3) Looking back it would have been helpful if I could change the base ccy to USD. thanks Steve
outlook
hi i have a problem I zoho I'm coming in, but a link in Outlook with the same password can not be established. what can be wrong?
Dynamic criteria for report
Is it possible to create dynamic criteria for a report so that it will filter in real time. Example I need to allow my users to be able to filter a report by potential name or account name so that they can see all relevant potentials for a given client when on a call. I would like to give a criteria with a wild-code which would ask the user to input the value thanks Steve
How to update a field in one module when a field in another module is modified
I have two fields in two modules that are the same. I would like to be able to automatically update the parent fields from the child fields but have not been able to create the correct workflow rule or deluge script to do this. Parent form - INITIAL EVAL Fields - Plan (txt) and Restrictions (multiselect) Child form - Events Fields - Plan (txt) and Restrictions (multiselect) I want the fields in the parent form to automatically update when ever the child fields are updated. I
Safe to delete description area
When I try to delete the Description section in "Edit Page Layout" I get this warning: Warning: This section is supplied by Zoho CRM and it is translated for International users. Deleting this can cause invalid data error. Are you sure to continue deleting?I do not have any international users or characters in my system. Will I have problems if I delete this? Taylor S. Client Service Manager
Duplicate listings in reports
Hello, I was hoping someone may be able to help me with my reports duplicating entries. For example; 1 proposal with a value of $5,000 gets listed 2 times (or more, instead of just once) and thus is added up in the report to a value of $10,000 ($5,000 x number of duplications). This is incorrect. I only want it listed once. When I modify the stage of a proposal (for example from "quote" to "proposal won") it creates a history of this change. It appears that the report is duplicating the same single
Offline Use for Contact Info. while NO Internet connections in Rural/ Romote Areas.
Is there a Download for software to be used on Laptop when Offline Use of Contact Info. while NO Internet connections in Rural/ Romote Areas? Need software on my laptop so I can view the contact info. and the notes of contacts in Zoho, and so I can ADD and update my contact notes of clients while OFFLINE too! Help please....
Printing Potentials
Hi Is it possible to narrow down the print pages as it prints off 3 pages that contains not very much info, can i pick and choose which sections upon a potential that i dont want it to print off?
Populate product field based on vendor
Hi, In our lead entry form we have a lookup field for a vendor. We also want to populate another field (lookup or picklist) based on the value of this vendor, drawing down from the products module where the vendor name is matching. Is this possible? Thanks, David
Can I link contacts to one another (i.e. referral, colleagues, etc.)?
I want to have the ability to create relationships between contacts. If I have a particular contact that is a decision maker and sits in another state and they have me go to their local office for work, I want to be able to show there are two contacts that are linked for the one account. This would also be used in a scenario if one lead refers another to us, I want to show that relationship as well. Any ideas on how to do this?
sales order code
Hi, is it possible to retrieve the default code for the sales order model? Thank you
Map Dependency Fields usability, editing single fields in View mode
Hello Zoho CRM The map dependency fields is a great feature. But as it breaks single editing of fields mapped in the view of a Lead or Contact we abandoned mapping until usability has improved. One of the fields involved was 'Lead Status' where its more important to quickly edit/save then have it mapped to 'Rating'. Thanks, CH
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