Where are the settings in Zoho CRM I can set so if customer was not contacted let say for 10 days?
Thank you, YP
Get Your Zoho CRM Quote/Sales Order/Invoice/Purchase Order Designed with Header and Footer
If you are challenged to get your Zoho CRM Quote (or Sales Order/Invoice/Purchase Order) designed with Header and Footer, then look no further. We can help you get this designed. You can even put a Page Number in every page Please send us a private mail at arnab@glionconsulting.com to get this done at an affordable fee. PS: Please find attached a sample Quote Template (Generated from Zoho CRM) with Header, Footer and Page No. Thanks & Best Regards, Arnab Bandyopadhyay GoldenLion Consulting Services
Webinars for Australian users
Just wondering if all the webinars are based on US time or can Australian users watch a recorded version of all webinars at AEST (Australian Eastern Standard Time)?? Have no idea how to use this tool and need to get started with setting our CRM up. Thanks
google apps gmail in zoho crm not working
I am not able to see the Google Apps Gmail in my Zoho CRM account. I am only able to configure calendar and contacts. Is there a step that I am missing? I have enabled Google Apps. I also logged into Zoho CRM using my google apps login. I do see the Zoho CRM Search form on the bottom of my emails when using the Google Apps gmail account. Many thanks- Richard
Using opportunity/product information to filter related leads/contacts
Sorry if this has been asked before but I haven't found anything specific. I'm doing my initial experiments with Zoho CRM and I'm trying to filter leads and contacts for mass mailing, using data from opportunities or products. Examples: -I want to send an email to all contacts that have purchased a certain product. -I want to send an email to all contacts that have an open opportunity fulfiling certain criteria. -I want to send an email to all invites in an event. Is there any way to do this? Leads
Customise Reports
Hi, Is there a way of creating a report in CRM that list all potentials for each client individually, so there is a separate page for each client listing their potentials including fields of my choosing from that module. Can I also change the look of a report?
Transfer leads
how to I transfer my leads from an old zoho account to a new one? Is there an easy way to do so?
How to better identify Tasks resulting from a Workflow trigger
Currently, I have the following configuration: A user creates a Case related to an Account I have a Custom Field (Assigned To) to record to which business unit the Case is assigned On Save, Workflow generates a Task with a Subject of "Respond to Task Assigned to [Business Unit]" (there is a workflow for each BU) The User who is the lead of the Business Unit gets the task, but has to open the Task, then clic on the Case to find out to which account the underlying Case relates My need: I do not want
Product description data on Quote entry screen?
Can the description field from the Products be displayed on the Quote entry screen next to or below the Product Part Number?
How do I view my leads/contacts alphebetically by last name?
For some reason, I can't find how to change it to alphabetically view by last name. It keeps coming up by first name.
Changing a User's Email Address
An employee of mine has left and we've hired someone to take her place. How can I change the old user's email address to the new user's email address? I've read that I can deactivate the old user, but I'd like all her leads and accounts to be transferred as well. Look forward to your reply.
Feature Request: Under Themes, Select Custom Tabs just for the Individual User
In my position, I don't need all the tabs that were created for the whole company. I actually only need like, 4 of them. And the 2 tabs that I use the most, are always in the "more" tab, and never stays on the main menu bar. Since I don't use all the other tabs that my team members use, it would be nice to be able to select just the tabs I need in the Main Menu bar so that I can work more efficiently. having to constantly search for my main tabs in the "More" section starts to get frustrating at
Problem with transfering from potential back to a client
Hi Can some one explain how we transfer a potential back to a customer on the Data Base Regards Chris
can I group some clients under a mother company?
I want to group some clients into a group which means they are all under a mother company, OR the same group of relationship. How to do that ? thanks
How to get Account Owner's all detail ?
Is there any method to get Account Owner or Users info using SMOWNERID. I need Account Owner's phone number to display in my file. Using getUsers method id returns id, email,role,profile, status,confirm but no any other information. How do I get all info of the User ??
Cold calling to book meetings - is Zoho CRM the right solution?
I want my sales people to be able to do cold calling and book meetings. If they succeed, I want them to be able to find a time with the prospect which then should be transfered to Google Calendar. Obviously, if there's no response, the sales people should be able to mark the lead as someone they should call later on (at a specific time/day). Is Zoho CRM the right solution for this and if so, where can I find a good explanation of such a workflow. Thanks
Contact import equals client import
Hi, I have a problem with contact import. CRM automatically imports my contacts to my clients tab aswell, which is wrong. How can I turn it off? Please help, Thanks, Nicholas
Carrying over Contact address info to New Sales Order.
I'm doing B2C and working with "Contacts" instead of "Accounts" When I go to create a New Sales Order or New Invoice, I link the contact, but it doesn't copy over the Contact address info into the New Sales Order. I tested it using Accounts and it works - but I have all my clients as "Contacts" because it is easier for me to convert leads and preserve the contact info. In my type of business I prefer to work with Contacts, and not accounts. I hope there's a solution for this. Thank you so much in
Carrying over Contact demographic info to New Sales Order form? Is it possible?
From within the Contact page (while viewing a contact) I select New Sales Order but the address and other demographic data is not carried over into the new order form. Is it not possible to go from Contact to new Sales Order and have the contact's demographic info populate the appropriate fields on the Sales Order form? To be very specific, I am trying to accomplish the following: When viewing a Contact, click on new Sales Order Have contact's demographic data (name, address, phone, email, etc.)
Limitation on Custom Checklist Fields
Hello, I am a using the Zoho CRM Enterprise edition, currently I am trying to setup multiple checkbox fields in the subscriptions area of the CRM page I am building however, I am receiving an alert that I am only allowed 20 custom checklist fields in Contacts when I am supposed to have 150 custom fields in the Enterprise Edition. How can this be increased, we are switching from another CRM and we can't have this limitation, please respond ASAP.
duplicates in potential reports
How do I eliminate duplicates in reports?
Question about Professional version / Enterprise version
Hi, I am about to purchase an annual subscription for several users on Zoho CRM, yet, I have a question before purchasing. 1) Is it possible to have on the same CRM: some people using an Enterprise accounts (so that they could create new custom modules) and some other using just Professional accounts? 2) Will the Professional accounts users have access to the modules the Enterprise accounts have created? This is really critical for us. Ideally, we would need the administrator to have the Enterprise
Associate lead to a product
Hello, How could i link / associate a lead with an existing product with deluge script please ? Thanks a lot. Regards.
CRM and Event Scheduling
Hi- I am trying out ZoHo and need the following solution for my business (I am in the entertainment industry): CRM (which you have)....and I need to be able to create events and schedule my employees for those events which my CRM customers hire us for. I would like to be able to see all employee communication for those events in ZoHo and once an employee is assigned to one event, I would like the system to not allow me to assign him somewhere else. Is there some combination of ZoHo products that
Integration of Zoho CRM
I am trying to create a quote and without having to download it as a pdf and upload it to EchoSign, automatically email the Quote to the Contact for signature. How can I accomplish this?
Activities with Contact, Company and phone
Having a list of what needs to be done today is really important. The way it looks I can only look at the item, I cannot see the company name or phone number, nor is it accessible or so it seems. That makes the list somewhat useless. I have to look up every account in order to call. Any help? Tim
attaching a photo to an account
Dear Zoho Can you explain how to attach a photo (or any pdf/jpeg/xls etc) to a record.? I presume this facility is not available. If not when could this be added? While the upload function is useful, it does not really add value over other cloud storage systems, such as dropbox. Most companies are well entrenched with these services, so to make a diff Zoho needs to add further value. When in a record (such as an account) it would be exceptionally valuable to be able to be able to see/access the attached
Zoho Crm Calendar
Hi I have a couple of issues with Zoho CRM Calendars. When we view all we cant tell which events are for which person. Is their a way to show different peoples calendars different colours. Also when we receive an invitation from another user the event does not go into the invited persons calendar.
Dynamic Tabs?
Is there any way to make the number and type of tabs dynamic ?
Insufficient privileges as an administrator? Is that possible????
I have been having trouble using my ZOHO account from home on a different computer. Often it would give a message that I do not have sufficient privileges when that is not the case as I am administrator to the account. I also have been unable to add the parent company to a company and have tried it several times yesterday and even today but unable to do it saying unable to process your request; Click to go back. Is there some problem at your end or just what I am doing?? Thanks
setting up a call for the future
How do i set up a call for example that i have to make 3 days in advance at 9am?
Add email to another contact or potential history
Is there a way to add a received email to a contact or potential email history other than history of the person sending it. For example.....let's say I have a big project and we have a project manager assigned to this project. The project manager has 4 team mates. I would like to add all the emails from any of the team to the project managers email history. Can this be done? Joe Folsom Mobile & Text: (770) 722-5098 Primary Office: (706) 273-7140 Electronic Fax: (678) 831-2850 eMail: JoeFolsom@ModernRusticHomes.com
Problem : Our information does not appear, a lot of opportunities had been deleted or not showing
This has occurred in the past two month. I am using the free version of Zoho CRM. Please help!!
workflow between tw modules
Hi :) Since a month, I am finding out Zoho CRM. I have created a module called "status leads" in order to record the leads status modified. And now, I would like to set up a workflow that will allow me to update data within "status lead" module when I will edit a status field within Leads ... Basically, I would need to use the workflow with two different modules But I know I will have to developp with deluge scripting a function, but I don't know where to start Thank you very much for your help !
E-Mail Potential Products and Price List
Within CRM, want to send products and prices for those products for an entire group of inventory by e-mail. I do not want to have to manually click to add each specific items to a quote. The idea is when we have a potential, we want to send them a list of all products and prices with a few clicks.... Thanks,
Multiple databases
I have my own ACT database, I have a client that uses Zoho and I love the fact that there is the mobile app and cloud access. So now I want to put my own ACT database into Zoho. How easy will it be to access the 2 databases given that I cannot link them or put all the information in one place.
Custom Report
Hi, Is there a way of creating a report that has client's name at top with all their potentials underneath in tabular showing stages, and other fields? How do I access this new report to show only the client I want?
Lead Organisation
I am finding that the Zoho leads list always starts on the page with letter 'P' and no matter where I am within my leads database if I press the 'back' button it reverts back to that page. This is obviously a bug and being that Zoho is free I have a certain tolerance level but this is actually getting quite annoying. Does anyone know anything about this? Zoho developers can you fix this?
Replace Custom Field (Pick List) from "-None-"
I have created a custom field for a module with a Pick List of 3 items, defaulted to Item 1. However, this does not update all existing records to have that default value. Then I tried to use the "Replace" function to change from "-none-" to Item 1, however it gives me an error saying that "Value cannot be none". Can you please get the development team to fix this feature, as editing each record manually is not something I want to do. Thank you!
Voipbuster instead of Skype
Hello, Can you please help how I can change the "call to" button from Skype to another Voip application (Voipbuster). I deactivated the Skype add on in my explorer but it is still there! Can I do something in ZOHO CRM? Thanks for your help Bye, Peter
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