Email Templates by Record Types - But No Way to Send Them
Why is it that I can create an email template for pretty much any record type. However only certain record types can be emailed from within Zoho??? For example you CANNOT email an Account or Vendor but you CAN email a Lead, Potential, or Contact. Yet...I can create email templates for all of them. Can you please explain this...
Urgent Problem CRM emails
URGENT A new bug has appeared in CRM when sending emails. You can no longer include Zoho fields such as ${leads.First Name} in the subject line of an email. All of my customer email templates (50 of them) have Zoho fields in the subject line so I cannot sent any customer emails at the moment. The mail send fails with error: PATTERN_NOT_MATCHED
Auto-populate of Product description into Quote when adding product item line(s)
Hi, Surely by now there would be a feature where the Description field (on the product record) is automatically populated into the Product Description when adding it/them into a quote?? It seems like a logical feature to have? Every time I create a quote, I need to copy/paste the description of the product into the quote from the product's Description field in the Products module.
Custom modules not visible by the other users of my organisation
Dear All, I created a custom module to manage a list of participants to our events (which is different from our accounts / clients contact base) This module was created by me (Admin rights) Now I would like my colleagues to see it and use it as well.
Transfering contacts from one module to another
Hi, I have created a custom module to managed a list of participants (which is different from our accounts / contacts (clients) list) This custom module is called Consos. These contacts are more like our 'raw material' (please don't it wrong - I don't
Forecast Reset
How can I delete a forecast and create a new one? Example: I've created a Q4 2013 but now want to delete it and make a new one. My main problem here is that I changed my roles hierarchy and now the information showing on the forecast tab is not corrected(duplicates) because I had to merge diferent roles in order to delete them.
New User, Having Problems Entering Amounts for Potentials
I just started using Zoho today, after being a Salesforce user for years. I imported my accoutns, contacts, and opportunities (potentials), but the "Amount" field does not carry over with the import. When I try to manually enter the amount, I get an error message saying "null". I've tried entering with and without the dollar sign, commas, and period but nothing seems to work. Any suggestions?
adding contact to existing customer
Dear all, I converted a lead into a customer. Now I want to add a second contact to the converted customer. If I click on "new" under "contacts" on the customer interface, I can create a contact but this contact is NOT linked to the existing customer!!! But this is exactly the idea! Thanks in advance, Dennis
Quantity in stock
We are a software company that cuts the CDs on demand and therefore have no concept of stock levels. How do I get rid of this in the quotes?
I don't use Zoho Mail and I want to close my free account(s)
It is absolutely ridiculous how problematic it is to try to close a free account. We have, over time, evidentially opened more than one trial account. Now we are actually trying to open an account to run our business on Zoho and it won't let me use an email address from our own domain because it had been used months ago. All I want to do is close EVERYTHING and start over. I am getting so aggravated I am about to go to a different service.
How can I separate my leads by industry?
How can I separate all my leads by industry type? Right now they are just a mass, i want to select certain ones and create new lists specific to certain industries.
Is there a way to hide the "Stage History" section in Potentials?
We are not currently using the Stage History section in the Potentials module. Some of our sales reps are expecting data to populate there even though we told them we aren't using it. Is there a way to hide this section? (See below). Thanks! John Galich
User Login records
Hi, How do I record or see which users in my organisation have logged in and when?
Zoho CRM POP Mail account multiple emails
Hello. I have added one pop email account into the crm using the zoho mail app add-on, and currently it's synced all past emails to each contact. We have another email address that I was hoping to also sync with the crm contacts as well so I added it as a second pop email address, but still under the same zoho crm user account. It doesn't seem to be pulling this second pop account's emails into each contact... is there a way to do so? Thanks,
Sending email to approved leads only
Hi, I'd like to be able to send an email to all the leads generated by my web form but only once they have been approved. Is this possible?
How can I get a list of companies I have emailed?
How can I get a list of the companies I have contacted so I can share this list with other associates? I don't want to go back in and click on every company to see if there is an email that I sent.
Additional information on Zoho CRM Lead/Contact/Account
I'm a financial professional and I'm trying to tailor zoho a bit more to my needs. Is there a way to add Date Of Birth to Leads/Contacts? And also a spot to add a spouse (name, cell phone)
Mass Update
I have imported 2000+ contacts from Outlook (via comma deliniated file), and succesfully imported. We might have 30-50 contacts from one account name (hospitals are our marketplace), and when they were put into outlook the the account name was not always entered the same way. For example: Miami Childrens Hospital vs Miami Childrens. This has created a problem when entering the account name, and then finding associated contacts....as there may as many as 8 different accounts created for that
Potential Closing Date Changes Automatically
I was using zoho crm and the potential list without any problem until today when suddenly the closing date changes automatically without any activity from me. The closing date was originally today's date: 04/02/2014(4th feb) but suddenly it changes automatically to 02/04/2014(2nd April) at first I thought the date formate changes from dd/mm/yyyy to mm/dd/yyyy but the date actually changes with the same format. It has been like this for several times now, where we change it back to the correct date
Feature Request - BCC'ing
When emailing a contact using their secondary email address and BCC'ing to the BCC Dropbox email, the email is not logged in their contact profile. So we would like the BCC Dropbox feature to include the secondary email field in its search pattern. Is it possible for you to implement this.
searching leads on android app
I have been adding an area to the comments box on my leads so that when I am in a specific area of town I can search that area and pull up all of those specific leads, it works online but not on the android app. searching the server using the android app will not pull up any records eventhough I can when I am logged in online.
Importing Contacts
When importing contacts they are automatically sorted by first name. How do you import contacts to be sorted by last name?
Purchase Order Shipping Population
Hello, I am working on setting up my Purchase Order to auto populate the Shipping Address, City, State, and Zip Code when I select the Account Name or the Contact Name from their Lookup fields. This way, the vendors can do a direct delivery if needed. Is there a way that I do that? Thank you.
List of Companies that doesn't have a contact name yet - Lead or Account?
We have a list of companies we want to do research and cold-call eventually. For now, we only have the business name and high level information like address, etc. How can we manage this in Zoho? We cannot import into "Leads" because we don't have a Last Name on the mandatory field. The only possible place we've found is "Account", but by definition, this is still very early and doesn't feel like its the right place. Or is Accounts the right place, but we need to set a "Type" so we know we still
Is there a way to make a custom field that allows multiple data entries?
For my contacts to have a many to many relationship through look up or a one to many relationship for certain fields. Is this possible?
Web2Leads Form - Is there a way to set up an alert for additional recipients?
My form collects data and stores it as a lead for approval. Notification is sent to the Lead Owner. Is there a way to add additional recipients with the same details as the notification? Scenario: 1. Form on the website for scheduling a demo 2. Form Details show up as a lead in CRM 3. Lead Owner is notified 4. For archiving purposes we also need support@example.com to get a notification with the same details as the Notification sent to Lead Owner
How to Create Quotes or Invoices from Zoho crm mobile for andorid?
Is it posible to create a quote or estimate from zoho ??crm just likw zoho invoice froma a mobile device using android
Calendar Sync not working.
I believe I heard you are working on the calendar but I am experiencing some issues with two way syncing. When I create a recurring event it does not display at all on the Google Calendar. Events created or edited in Google are not reflected in Zoho CRM calendar. Thanks in advance and great work on mobile.zoho.com!
Web form for custom module?
Hello Team Is it possible to create a webform for custom module? Do you have any plan to implement it? BR Admin
Old events appearing in Activities......
Old events continue to reappear in activities after deletion. There is currently no calendar synch. Is this coming from Zoho based on prior calendar synch? How can I eliminate? Please advise. Thanks, John
Zoho migrated my ACT Database
Zoho migrated my ACT Database - In the process not one Account was created. Zoho created a Company field in contacts and dumped the data in. 65,000 "Accounts" imported as Company in the Contacts module. It was suggested that we copy and paste to create accounts...... really? I need a solution yesterday . Please help
Understanding this service
Hi So I am new... I was reading the sending limit help page but quite dont understand it... it says: " Email Limits In Zoho CRM, you can send either bulk emails or individual emails. Following are the limits for sending emails based on your account's Edition. For Individual Emails The email limit for the organization will be calculated based on the total number of confirmed and active users in the account. In the Free Edition - 50 x total confirmed and active users (per day, per organization). 12
New outlook plugin - mail sync doesn't work
Hello, I am kind of lost with the new Outlook plugin. I should be able to automatically synchronize my outgoing mails with Zoho (https://help.zoho.com/portal/en/community/topic/plug-in-for-ms-outlook-2013-automatic-sync-and-many-more-enhancements and http://www.zoho.com/crm/help/outlook/configure-plug-in-for-ms-outlook.html#Configure_Mail_Settings). I tried to configure the plugin : the "Apply" button works fine as I get the message "Updated successfully" the "Save" button doesn't fire anything,
Mass New Task
Is there any way of creating mass new tasks? E.g. we had 50 customers who had an activity set up to be emailed. These have all been done and mass updated so the tasks are completed, I'd now like to create a new task for all of these for a follow up phone call the following week. Is this possible without going into each one? Cheers
Follow-up mail for a ticket
I want to write an email to the customer regarding his ticket. I don't have the option for creating an email in the ticket section. Only in the contact section I can write an email. I want to use a template so that I can include ticket number and priority. Where can I find this option? Thank you, F.
Migrate Accounts Address Line value filed to Billing Streat filed
I want to migrate my address info of All accounts to the correct filed. Means Address Line 1 & Address Line 2 value insert in Billing streat filed. Can you please tell me how i can achive this task done.
Associate contact with account in Standard version
Hello, I am trying to link a contact to an account, but the information given in other responses to this question doesn't work for me as I don't seem to have access to some of the options in Setup that are referred to in other responses, and importing them doesn't present any options for linking to accounts that I can see. Please could you let me know how to do this? Thank you
Pulse for Events
Hello, Do you have plans for including the Pulse function also for Events? In our case, it would be very useful to be able to track field changes (especially custom fields) for events. Regards Anders
CALENDAR Events, invite not posting on calendar of invited person, calendar on HOME showing future events
Example #1: One of my employees invites me to an event. I get an email. However, it is not on my calendar. Question #1: How can I have it automatically go on my calendar? For me to accept or reject? ----- Example #2: On "Classic View" in Home Screen there is only "Today's Events". I believe the calendar would be infinitely more useful if it showed the NEXT 7 DAYS of events (like default in Salesforce). Question #2: How to accomplish this? I see I can create a view using just events, but
Does Each Zoho CRM User Show Up As A Separate Selectable Calendar in Google Calendar When You Sync?
I currently only have one user in Zoho CRM, but if you have more than one, does each user get their own individual Google calendar sync? For example, I want to be able to click on Zoho CRM User #1 from my Google Calendars list and only see the schedule for that specific Zoho User since I will be embedding their calendar into my website and do not want the calendar for Zoho CRM User #2 to show up there. See picture I created below of what I would like it to look like in Google calendar. So, if there
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