CRM Administrator ability
As administrator in Zoho CRM, you should be able to reset/change users passwords, as of now all you can do is disable and delete users accounts. Having this feature would help in managing users.
Custom Module with stage history
Is there a way to use a custom module to record stage history for the custom module just like how the potentials module does it? I have a custom module that we need to record the date of each milestone / stage change. How can this be done? Can it be done?
Pull Number from Google Doc and put in Contact Entity
How can I pull a number from a Google Doc and put it in a Contact Entity? I've heard that ZOHO does not support iframes on the forms I've heard that Zoho cannot interface with Google Docs directly, but since it can sync directly with Google Calendar, I feel like there must be a way around this. Your help is greatly appreciated! Thanks!
Duplicate Contacts by Name
How can I de-dup my contacts by name? I have tons of dups but I don't have emails for all of them. Is there a custom function I can use?
Where can I find an overview of send mass emails to leads
Hi, I follow up leads in bulk by sending a mass email to them. The problem is that I don't know which was the last lead I've send a mail to. The enoying thing is that I don't see any history or send mail on the lead page or in the send mails within "email". Neither I find something in reports. Where can I find that information? Thx a lot.
How do i know if a contact assisted to an event?
I do not Know if in the Events in Module Activity there are fields that tell me about a Contact assisted or not an event, how can i to know if a Campaing or activity is effective or not?
make price books not editable
Is it possible to make Price Books not editable? I mean that the salespeople cannot edit the prices entered in the price book. (We are using Zoho CRM Professional Edition) In Setup > Users & Permissions > Profiles, we have created a new Profile which does not allow Creating, Editing or Deleting Price Books, and also it does not allow Creating, Editing or Deleteing Products. But still the user is able to change the prices of each Product within the Price Book. This doesn't make sense to us - when
How to run a report of all new customers in a date range
Hello, I would like to run a report for all my new customers for a date range. How do I do that in ZOHO? Example: I created a new customer in zoho on September 13, 2012 and I don't remember who they are. So now I want to run a report of all new customer for the last year. Please Help! Best, Kate
zoho crm for ipad i don't had all the rigth to edit or create
hello, i have a "standartd edition " of zoho crm ... all works good on my pc i had instal the ipad apps of zoho crm i'm the administrator account... and i logged with this account by google apps account i see everything but i can't edit or modified or create.... lead, potential...etc... what's the problem? (soory for my english, i'm french....)
Mass emails
I created a schedule to mass email, how do I know if it was successful? If we exceed the amount of emails, will the scheduler automatically send emails each day until all of the contacts receive the email?
How send automatic email to contact?
How do I create a task that automatically sends an email to a contact when some rules are accepted within the potential? Below is a picture of where the fields should appear in the Contacts module. Why nothing appears? I await contact Note: Text translated by google translate
Recent Items label covers the content - Zoho CRM
Hi, the Recent Items label in the left upper covers the text for my tasks, events etc. Please move the label away from the text beneath. Thank you Bjarne
Workflow and Date Formulas
I have a two part question. We have customers that to through a 30 day trial. We want to send them an e-mail on the 3rd day, 15th day, and 25 day of the trial. We would like to automate this process. What is the best way to go about this? Do we need to create fields that are 3rd Day of Trial, 15th Day of Trial, etc and create an e-mail rule based off those fields? Also, if we create a rule that says (Field) IS "After" Today, will it send that e-mail just once, or will it send it every single
Zoho keeps charging my credit card after I canceled my account?!?!
I dropped CRM last month and I'm getting billed for $3 for the Outlook addon. Yeah, it's only $3, but it's the principle- you make it very difficult, if not deceiving, to cancel your account. Please cancel my account!!!!!!
Are there any Zoho CRM reports (not with advanced analytics module) that show total $ amount per account?
Anyone got any ideas on how to show the "Key Accounts" and sort them by $ amount? The "Key Accounts" report just sorts the potentials by $ amount, not the accounts. My client doesn't want to pay for the Zoho Reports add-on, so the only way I can think of is to do it in Zoho Creator/export it to Excel.
How to capture a customer's address into CRM at the time of invoice and payment? (Paypal)
I plan to use ZOHO CRM and ZOHO Invoice to handle sales for a custom computer business, but here is an important issue for me: During the pre-sales stage, we create lead/contact for a potential customer. and we do not ask for the customer's address information at this stage. Our business is highly personalized in nature, and we communicate with the customers back and forth to discuss sales detail. We might use the "estimate" feature during this phase too. Once a final deal is reached, we create an
Checkbox update
Hello Zoho I just created a script to update a contact profile. Everything is okay for updating text fields, but for changing checkbox fields, i have a problem. Here is my xml : <Contacts><row no="1"><FL val="Id">294189000000684059</FL><FL val="Rejet des mails">true</FL></row></Contacts> Please note that my field isn't locked in the CRM. Any idea ? Best
How to Edit Item Module?
How do I edit a single item, or multiple items', module?
Event end time changing
Hi, I use CRM to set up appointments (Events) with clients and then update information after the appointment. The appointments can be of varying times and up until recently it has worked well. However, now when I edit the appointment afterwards the date shows a clash of events and changed the end time to half an hour after after the start time. How can I go back to having no notifications of clashed of events and have the set end time stay the same? Thanks Tracey
Switching Accounts to Contacts
I made the mistake of entering contacts as accounts - is there a way of exporting these "accounts" to "contacts? Many thanks
Clients that are no longer active clients
Hi! We would need your advise on this: We have some clients that are no longer active clients - the company has switched directions and so we do not see them as our primary target. However, it seems dangerous to delete these clients' history. Do you have any suggestions? Thanks for your response. - Kris Ward
Mass import of data into CRM
Hi there, Can you help me, we use your Zoho CRM for work purposes. We buy in contact lists from third party suppliers then transfer the data from those lists into Zoho. This process takes forever as some of our lists have around 500 - 800 contacts in them, my question is: Is there anyway to mass populate the Zoho crm with our data, like a bulk upload or something like that? As its taking hours of our time to get the contacts from one list to another. The information we are trying to get into Zoho
How to differentiate customers
Hi, I use ZOHO to track two types of businesses - completely different So I have in database full mixture of Accounts and Contacts I differentiate only Potentials by Service type, so one business have 1 Service type and second business have 2 Service type. I have two questions: 1. How to filter contacts connected with only 1 Service type? - I want to do mailing to this group 2. For future - how to differentiate Leads/Accounts while enter to CRM and have 2 groups connected with specific business?
Paul
I entered new contact and ZOHO is unresponsive, All programs are live and internet connected New contact not logged in.
Adding second user
Hi, I would like to offer a second person access to my CRM database and allow them to input data. I want to add this person and know how but I don't want to add them as an "Admin" as I want to limit their ability to delete ANY data and prevent them from running reports. Is this part of the basic "paid" features? Thanks, Lars
How can i see the emplyees' activities?
How can i see the emplyees' activities?
Help with sorting "Notes for this Contact"
Hello All, We use Zoho for our business and we updated the notes for each client in the "Notes for this Contact" section. It there a way we can sort the notes by user? example: Joe called to let us know he fax all of his paperwork (User Kate) 11/15/2013 -- Updated Joe's contact information, waiting on client to call back (User Jerry) 11/10/13. When Kate looks at the client she only wants to see her notes, or sort to only see her notes. When Jerry looks at the client he only wants to see his notes.
Organize Leads by Time/Date Created
Is there a way to organize the leads I see (within a specific view) based on the time/date the lead was created? I see the function of recently created leads but that applies to all lead views. I need it broken down into each specific lead view.
Using data from a field across modules
Hello, I'd like to copy the information of a field to another field in anohter module, is that possible? How can I do this? Thank you, very much!!
eMail responses not being added to lead profile
Hi, We are sending emails to our leads from within the CRM program but when they respond, the responses are not being attached into the CRM app. We migrated our email system to Zoho, is there anything we should be doing to make that work? Thanks Craig
How can I send an email to a Lead in Zoho CRM?
I can send an email to a Contact, but I don't see the same functionality on the Lead page. Can you tell if it is possible?
A second Contact Module ?
First of all, thanks a lot for your great tool : Zoho CRM! My question is as follow : In the CRM I use my module Contact. I would like to have a second module contact with the same functionalities. Is this possible ? Thanks a lot Laure
Using the Zoho CRM Free Version - 3 Users
I am attempting to use the mobile app but it is showing deactivated. How do I activate. Thanks
Can you sort contacts by created on date?
I want to mass email some of my contacts in a certain custom status but only the ones that were created 5 or more days ago. Is it possible to sort by created on date or do I have to email them all to use the mass email functions?
BUG: Module-level Permissions (Inadequate), Restricted Users can Delete/Edit all Organization's Records
Under Module-level Permissions, how can we allow a restricted user to "Delete/Edit" their own records only. By giving a profile the option to delete/edit, they are allowed to delete/edit everyone's records for that model and not just their own! There should be an way restricting the "Restricted Users" from deleting/editing the organization's record. Please share it with us.
Show Company name in activity list
Is it possible to show the company name in the Activity list/tab in the free (or paid) version of Zoho CRM? At the moment is just a list with subject, activity type, times, date, status and priority. Would be easier to use if could see more info on this page.
Has anyone used the CRM for Insurance Agency?
Can you add a a quote-engine for health & life?
How do (if any), do I convert lead to a contact or account?
That should be an easy one? Any one could help ?
Linking several contacts to the same event (yet not as guess)
I would like to link several contacts to the same event as the main contacts (not as guests) Can this be done ? Thanks in advance.
How to Link Solutions to Cases
I would like to know if anyone has linked solutions to cases? In my old CRM we had the ability to search from the case, link a case to a solution, and then manage our knowledge base with case metrics. Is there a way to link a solution to a customer case to help keep our KB current? Thanks
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