How to show summary of ALL sales person's activitty by lead.
Want to track every activity/call or customer contact by specific sales person associated with each lead over time. So sales person A had 6 calls, 5 emails, 2 meetings with LEAD B during a specific reporting period such as week or month. Any help with this multi level report and summary?
Account details are pulling into new Sales orders - instead of Contact details
I have a question. When I am on the Contacts page and I click the option for New Sales Order: the Billing Name, Street, City, State and Code are being pulled from the Account associated to that Contact and placed into the new Sales Order. In my situation our contacts have different information from that of the Account they are associated to SO I have to delete all the fields that were auto-populated and fill them in with the information from the Contact. Account Contact (associated to the Account
Assistance: Need to Send a Group of Users a Certain E-Mail on the 27th of Each Month
I am sure the solution is simple, but I cant seem to find my brain at the moment. Here is the scenario. We want to send our paying customers an automated e-mail on the 27th of each month letting them know their credit card on file will be charged on the 1st of the month for their subscription. I have the e-mail ready, but cannot figure out what criteria, or exactly which zoho process I need to setup, or what to base it off of, to make this occur. Any help or ideas would be greatly appreciated.
API: Wrong Info Being Sent
We have a situation where a SaaS application is being utilized by our customer, lets call this guy Bill Smith. When Mr. Smith goes into the SaaS application and enters his client Jeff Bobo, then Mr. Bobo's first name, last name, and e-mail address are being sent to Zoho via API and replacing our customer (Bill Smith) information. Has anyone else run into this problem?
Lead, Contact, Potential, and after that?
Let me see if I understand this right... I have the Lead, I qualify it then becomes Contact, I finish up the details and then becomes Potential. So now in this potential I add the products I'm sending to him. How can I put a quantity of each product? How can I make them remove from the inventory? What should I do next? I want the info for the 30 closed potentials and what I have to deliver to them. Thanks! Gery
Zoho mail add on - use with gmail + number of email addresses included?
Hi, I was considering getting the Zoho Mail add on for our CRM. We have 4 users in the CRM, however we each use multiple gmail accounts (not Zoho mail). About 5 each. Plus each of our individual clients has a separate gmail account as well. We'd like to use the mail add on to track our gmail emails within Zoho CRM. This could potentially be over 200 email address though. (average maybe 10 emails per month per account) Just curious if this would work and what it would cost. Thanks in advance for
how to make a "referred by" custom field that acts like the "lead owner" field
Hi, We use Zoho CRM to power our real estate agency. We have a lot of agents who refer clients to us. Hundreds of independent agents. They do not have an account in our CRM because they are independent agents, not our employees. I want to be able to use CRM to know the name of the agent who referred a lead. The agent would be saved in CRM as an Account. So I can then run a report to see how much commission I owe each agent at the end of the month. First step is, how do I make a custom field to track
Contact syncing
I am trying to sync contacts from Zoho into outlook. I currently have 5801 contacts in zoho, all owned by me. The outlook connector tells me i is is syncing all 5801 contacts into my empty outlook contacts folder, but only 14 are actually downloaded. I also get a counter "adding 1 of 5801" all the way to 5801 but only 14 show up. I have tried no another computer with a different version of outlook and i get the exact same result. Any solutions to this problem? Thanks, Derick
Export contacts
Hi, where has the export contacts feature / button gone? Need to export asap. Please advise.
Disabling a User to view All Accounts
I've imported accounts from different sources. I'd like to know how I can stop a Standard User from viewing specific accounts. I've made custom views and in 'Who can see this view', I've chosen which user can view. But if they select 'All Accounts' they can see everything anyway. Please help, Thanks
Associate lead to a product
Hello, How could i link a product to a lead with deluge please ? I have one lead and i want to link several existings products to it with custom function. Thanks. Regards
Workflow doesn't work for "Create and Edit"
I have created a workflow having a custom function according to which, if a potential's stage goes into related contact's custom field. This works fine on Create(creation of new potential ecord), but if I choose "Create and Edit", it doesn't work. A workflow on Edit should work, it is a very basic functionality.
Attach Account Description to Contact
Is there a way to connect the Account Description to the Contact's of that Account? If so how? In the "Description Information: Description" box at the bottom of Accounts, we enter text that we'd like to follow into all Contacts that are part of that account. Similar to how the Address from the Account, pulls into the Contact. I'm hoping there's somewhere in the customization that allows you to connect/attach fields from other categories... Thanks, Carolyn
Customer Type
Where do I enter customer type e.g. project builder?
bcc my emails to Zoho
Is there the ability to blind cc my emails to Zoho so they are logged in as activity? I'm coming from Salesforce where I used this type of tool all the time. Would love to know. Thanks!
Sow the potential status in contact
Hello, I would like to be able to show potential names and potential status in the contacts related to the accounts who have a potential. This would allow our sales people to send easily email updates to potential according to their status. I undestood this could be achieved through creating a potential field in contact and a custom function. But what this custom function should look like? Thanks, P.
Linking a
Hi, I have designed my own custom module and have set up template email to send from it, but when I try to send the email I get the error message "unable to send mail as the lead does not contain an email address" I have a field on the custom module that links to the contact so should it not 'pull in' the email address from the contact details? Thanks jay
How can I add more inventory to my Sales Order form
Hello, On the sales order form, I can't find a way to put a "monthly Cost" to have the quantity in order to multiply it by total months in order to get the total yearly cost for the Sales Order. For example, i have someone who is buying 10 units per month at $300 per unit at a monthly cost of $3000 for 12 months which would make the Sales Order total $36,000. Can you help me with customizing this? I've tried going into products, but its no help. Thank you. Pat
Creating a time stamp when status is changed
Hello. I have a status field that I use as a workflow procedure with my company. I would like for Zoho to create a time stamp in the contact's record when the status is changed. Can you tell me how to do this please? Thank you!
ZOHO Membership
I have a membership site where i have people create accounts and are able to check on the status of those accounts by logging in. Is there anyway I can recreate something like that in ZOHO. If someone puts in information. Everytime I follow up or do something on that account it will let them know that I have reviewed the account and some form of action was taken. They can then log into their membership side and then view the information or changes that was made to their account. Is there anything
Custom Function Help
Hi, I need help with a custom function. This is the scenerio i would like to happen. I have a custom module called "Learning Consultants", these are my sales people. I record things like their target, actual sales, no. of leads and conversion rate. At the moment, i manually add up the actual from any invoices produced in that month for that sales person. What i would like to do is automatically add up the sub total of any invoice for that person in the current month and display it in the 'actual'
email
Hi, I am a new user and want to allow tasks to be emailed into our task management page. I have users set up but what email do I send it to?
Facebook Pages integration
I would like to associate leads with Facebook company pages rather than profiles of individual users. Is there a way to do this or is the functionality not available in the free version of Zoho CRM?
Making viewing contacts easier by having a skip sheet button at the top of the page and link to skip sheets without clicking one by on individually
The outlook plugin is not working and it took me to come on the forum to find out that ZOHO is working on updating it. Could ZOHO send out a mass email if they are updating some things so people are well informed that things might not be working correctly. Also, the customer support team I had on the phone told me to suggest this here as you wont answer individual emails but I have over 2K contacts. If we can only retrieve 100 contacts at a time, instead of just a single arrow which we might have
Export to Excel from report
Hello - After exporting a report ino excel format we canno't add the figures any more in excel. - The excel export get rid of the comma after the amount and round it automaticaly Any solution ? thanks Nono
Complete Lack of Co-operation and Service by Zoho on A Platform and Organization That Is Badly Broken - DO NOT USE ZOHO CRM
I use Zoho CRM PlugIn for Outlook 2007. For the last three months I have had really bad problems with it and the service issues have been either ignored or extremely badly dealt with. My problem. The add-on in the send emails functionality won't register and allow me to send my emails to Leads or Potentials. I have to do that manually meaning I am paying a subscription on a platform that is doubling what I had to do to use it. It took 7 days to get a response the first time I had this problem. I
Custom Field
How would you link a previously made custom field to another module? I noticed that if I make a custom field now I can also create it for the other modules but I have existing custom fields that I now need to link up with the other modules and transfer information when the lead is converted. Please help.
Seeking Zoho CRM expert to help us configure our CRM
I am looking for a ZOHO CRM expert who can help configure the CRM to our needs. We have a basic understanding of the system/functionality, plus an outline of our sales process, and would like to launch the CRM this month. Thanks, Heather
Single Contact Assigned to Mulitple Businesses/Accounts?
Hello, I have a client who has multiple businesses. I would like to set him up as a Contact and his mulitple businesses as different accounts. Can I assign a single Contact to multiple Accounts? If not, why is this not allowed and how do I handle this situation? Thanks, Gary
Change the Email Address of one of my employees...
Hello I have a couple deactivated users on my Zoho CRM Account, how can I change the email to assign the user to a new employee?. We don't have the access credentials of this user, but I have the CEO role, is it possible?, if not, can I delete the user an create a new one without having to pay more for this user? Regards.
add fields to Zoho CRM Contextual Gadget for Gmail
Is possible to change the integrated field in the contextual gadget. I want to add fields that are in zoho crm's full lead form to the gadget.
SSL Error 35 on API Connect
Just last week I started receiving errors when trying to connect to Zoho CRM: [35] error:14077410:SSL routines:SSL23_GET_SERVER_HELLO:sslv3 alert handshake failure I read on this forum post https://help.zoho.com/portal/en/community/topic/ssl-error-35-when-trying-to-communicate-with-zoho-using-curl about setting the CIPHER_LIST to rsa_rc4_128_sha but when I specify curl_setopt( $ch, CURLOPT_SSL_CIPHER_LIST, 'rsa_rc4_128_sha' ); I receive the error message [59] failed setting cipher list: rsa_rc4_128_sha.
Print a report with notes.
How do I print a report with notes included? thanks, rick
my own homepage
after logging in I do not see my homepage, but the general homepage. How can I change this? Thanks
Notes aren't carried through to Potentials
If I have an Account and Contact and a Potential, if I add a note to a contact, I don't see it on the Potential. This is wrong, IMHO. Thanks
Upcoming actions reports
It's necesary have a report to see upcoming time-based actions. That report could be a control to check if workflow is running with time-bases actions. Thanks. Regards.
Event with popup notification via API
I need to create Event in CRM with Notification by popup (before 15 min) using API (insertRecords) Is it possible? i cant get field names related with notification using getRecords Is this fields available for API call?
Changing Password of Users
I am the Administrator of the Account/s on the CRM I want to change the password of the users from my login ... Sometimes people chages but we do not want to deactivate teh accounts we have. Or periodicaly we want to change Login/password Is there a procedure for this? For example I can deactivate them...but cannot find a way ... I want to do changes from teh Administrator page of course- 2- Can I change the Login as well (exemple: change teh email for another one, after created , and from teh Administrator
List "Quotes" has unconfigured source
Greetings, my list "Quotes" can not configure the sources. Someone can help me? since configure and does not take the changes, thanks.
Timed Based Actions - Upcoming Actions
In your help area you state it is possible to view upcoming time based actions as follows "You can see the list of scheduled actions for individual records under "Upcoming Actions"." Where do i find this option to view Upcoming Actions?
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