What is advantage of using Leads as opposed to Contacts?
Hi, I am not clear on what the advantage is to using the Leads function, as opposed to putting all contacts in the Contacts area. I like Contacts because I can tie a Potential to them. Are there advantages I'm missing to entering contacts into the Leads area first? Asked another way, are there disadvantages to entering contacts into the Contacts area directly? Thank you.
Related contact lists too short
I see this is a problem other have noted before: https://help.zoho.com/portal/en/community/topic/related-contacts https://help.zoho.com/portal/en/community/topic/related-contacts-in-the-account-windows We should be able top see all contacts related to an account, not just limited to five, and we should also be able to see all related contacts within each contact, not just the related account- Both of these issues is a huge problem for us when working with the different accounts- I understand this
FB is the CRM to beat... I want to see only contacts with photos, how do I do that?
I want to see only contacts with photos, how do I do that? FB is becoming the new CRM. How is Zoho going to meet that challenge?
Upgrades
Hi Could you please tell me how often do you perform upgrades/release a new version to the system and, will an upgrade affect any customisation of fields etc? Thank you
Tracking sent emails ( with Gmail Apps)
I have configured gmail apps so I can see incoming mail from contact in zoho but can not get it to track outgoing emails except if I send emails thru CRM. Is there any way to track outing gmail to contacts thru zoho?
Email Link in the Zoho CRM Menu Bar
We have 2 accounts, one subscribed, one free (different businesses) We have this on the subscibed account... We would like Emails link on the free version. Where is this module enabled and then make it a Menu item?
Close an account and open a new in ZohoCRM
Hello, I have create ad activity on ZohoCRM using my personal Gmail account. I invite in past two user with their business email. So all works fine. Now we pass under Google Apps and I wish integrate the CRM with my domain. Here begins the problem. I invite other two users, but when I write their email for an invite ZohoCRM reply: "zoho crm id already exists. please use a different zoho crm id." I try to deactivate (not delete, Zoho can't permit this), but I have the same problem. How can I solve
Contextual gadget for gmail
I've been trying to set up the "contextual gadget for gmail". With a name like that, no idea what function it might serve, but here goes. There's a useless explanation here https://www.zoho.com/crm/help/google-apps/contextual-gadget-for-gmail.html, viz: "To enable Zoho CRM Contextual Gadget for Gmail Go to www.google.com/apps, sign in with your domain name and go to Domain Management. Log in to Google Apps domain with the super administrator's privileges. From the dashboard, click Enable Service
Macros All Deleted Themselves.
I spent 5 hours setting up some macros for my users so they didn't have to worry about small items when on the phone. Today they logged in and all of my macros were gone and nowhere to be found. I am extremely upset as this is 5 hours of lost work & today I'll have to go in and re-make all of the macros. I'd like to know 1. why these macros got deleted and 2. how I can prevent this from happening again in the future.
How to know which lead was not imported upon XLS import error
Hello, When importing leads via XLSX import function, we run into errors now and then where 1 or more leads were not imported. 1. why doesn't Zoho tell us exactly which lead was not imported correctly? Can this function please be added? Or does this function exist? 2. since Zoho does not tell us, how do we easily find which lead or row or hint of which lead(s) were not imported? Currently, our only solution is to roll back and manually check the XLSX file to double check. Thank you
Form Web-To-Contact
I did the generation of form. But when the client sends the data in the forms on the site, it should give a message "data sent", but no further information. And in Zoho CRM, where I found request? Or it will the request sent to Zoho mail? If the Client complete the form on desktop it works? Thanks http://www.gestcash.com/pedido-contacto/
Email Link in the Zoho CRM Menu Bar
How do I get a link to Emails in the CRM Menu Bar?
Quote - Product Detail
Is it possible to make the Product Detail Section non-Mandatory?
web form not work!
web form does not work! Where are the data form? By sending the data on the website it should give a message from SENT but does not. If the Customer placing the data in form via desktop, it don´t works? *URL de Retorno: *Nome do Dominio:
Form Web-To-Contact
Hello! I did the generation of form web. But when the client sends the data in the forms on my site, it should give a message like "data sent" but no further information. And where I found the request on CRM? Or will the request sent to Zoho mail? I don't understand! Another question, if the client complete the form on desktop, it works? Thanks http://www.gestcash.com/pedido-contacto/ , Thanks
old forecast vs new forecast - numbers different
Hi, I have just upgraded to new roles based forecasting, but it appears that all of my closed opportunities are not showing in the new forecasting tool. They all appeared as closed in the old one. Can you please help me understand why theres a difference?
CEO option to share data with peers can´t be disabled
Not able to uncheck the "Share data with peers" box on CEO role. It only shows the green dot, whbile editing it don´t show anything related to "Share data with peers". How to disable that? Regards
Apps & add-ons not visible
I am new to Zoho CRM but for it to be useful I need the Outlook app. In the instructions Zoho says Log in to your Zoho CRM account. Click Setup > Apps & Add-ons > Other Apps > Plug-in for Microsoft Outlook. However, even though I am the administrator this link is not visible. What am I doing wrong? regards
Monthly report on product sales
Hi. I want to run a report that shows the number of each of my products that is sold, per customer, and overall. I need to then be able to look at that over time, so I can see monthly sales of the number of each of the products. This sounds like it should be easy as the database has the number of products that are sold, when and to who, but Ive struggled to get a report to work. Are there any more standard reports already set up I can download which does this already, or can you help? Thanks
Problem with links on web tabs since last update of Chrome and Firefox
Good morning, Since last update Firefox and Chrome, all my customers have problems with the webtabs, each time that they open Zoho CRM they must go to the right corner on Chrome or go to the left corner in Firefox for fix it (I attach an image for show this, is a example in Chrome). I only use Zoho Creator pages in the web tabs, and need find a solution for this, is too tedius for my customers to fix it by this way( in the browser's corner), because they must do it a lot of times in a day. Any idea
How do I get mail merge to produce ONE label for each Contact merged. I get one page of labels for each Contact selected.
I set up a template (like the sample one) with 12 sets of addresses per page. But when I merge I get get a page full of labels for each contact.
I can´t Sync Task between my Outlook 2010 and CRM
I have this issue since I install the software , the rest is functional and I can sync contacts,calendar , etc. is fine . I receive two pone calls from the Zoho support but they can´t find a solution and I pay for the plug-in monthly .
read data from crm API with php -> tutorial?
Hi, im using joomla with jumi and would like to read products from crm. I am stuck. would you have an example how to create the stream and read a record ? m using the code from the wiki... <?php $file = fopen("http://crm.zoho.com/crm/private/xml/Leads/getRecords?ticket=ticket&apikey=bLG459VUkJ25AFLtaRLyDxxxxxxxxxxGWeIdlI$", "r") or exit("Unable to open file!"); while(!feof($file)) { $theData=fgets($file); } fclose($file); echo $theData; ?> and get the following error: Warning: fopen(http://crm.zoho.com/crm/private/xml/Leads/getRecords?ticket=ticket&apikey=bLG459VUkJ25AFLtaRLyDxxxxxxxxxxGWeIdlI$)
mail report
How can i get in sent mail in daily activities so i see it in report? Br Mats
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?
Creating a view based on a sub-segmentation
Our concern is : - we have defined a segment of accounts (to do that we added a Boolean box on each of the accounts sheet to make the account part of the segmentation or not – it is a sub segmentation we need for only one specific project) - And we would like to make a view of all the contacts that are related to these accounts (with this Boolean box positive) How shall we do that ? Thanks to all who can help Laure
Multi-domain web forms / tagged forms
Hi, I work for a travel agency that has different websites for different products. Since it's the same organization, they want to unify everything through one crm solution. Questions are: 1) is it possible to have web forms for different websites? 2) is it possible to add something specific to each web form to know from where it came? Example: on our website we have several web forms that are titled as: City Tours, Vacation Packages, Flights, etc. When we receive this forms we already know the origin/type
"Cases" disappeared
We can't seem to find our "cases" tab in our ZOHO. Can you help?
Convert Lead to Potential / multiple contact persons
Hello, 2. Questions: - how to convert a lead to potential? - how to add more than one contact person to one lead? Thanks much, Kai
Is there any method to get the notes?
Hi, I am trying to make a webhook that triggers when a note is added to an account. At this time I see no way to make a rule for this or a webhook because the field "Notes for this account/lead/customer" does not come up, and I do not know how to receive or extract the notes from the account. Could you tell me if it is possible or if there is another method which I may be able to use... thks..
List products of an invoice (api)
Hello, I am trying to do the following, and I have no success. My goal is to list the products of an invoice, how do? https://crm.zoho.com/crm/private/xml/Products/getRelatedRecords?authtoken=2ef84d6b7a440a8500998674c2ff6d1e&scope=crmapi &id=1117872000000625003&parentModule=Invoices tanks
Quote Number Issue
I can not get the Quote number to show up on the Quote Page I have tried removing and re adding. I have tried removing and adding a custom auto number field I have tried moving it to different locations on the layout. Nothing seems to work. Help please
Related Contacts
Hi When viewing an Account, in the right hand pane you can see related contacts. This is great and very helpful to us. The only problem is it will only show 5 records. Is it possible to view all related contacts to an account in the right hand pane?
Crm Zoho for summer camp
Is there a way to link multiple contacts to one account per scenario below: I'm using ZOHO for a database for my summer camp. In my case, they are families and each family has at least 1 or 2 children that goes to camp. I want to be able to have one acct for the family and each child that attends has a separate file that is linked back to the family. Family--->Child 1 --->Child 2 I also want to be able to go into the childs account and put in their summer information. Example: Signed up for
Custom Quote
I'm new to this product, I need a custom quote build, as per my discussion with support it can be done with HTML and I would need a developer for that, can anyone help me with this.
Add user to CRM from our organization, who created empty new CRM database
Hello, One of my organization users created empty CRM database with her organization email. This organization domain and email is hosted in Zoho and she acctively use it. Afer I try to add this user to our existing CRM under Setup / Users & Permission - I get a message, what user email is already taken. After I reinvite her to CRM and she press link or goes to crm.zoho.com, she is dirrected to empty CRM. How I can dissasociate her email from empty CRM database and connect to my organization? Also
invoice price fields currency EUR --> �
Hi guys, First of all my compliments with regard to your great product(s) and the effort you have put into this all. Can you help out with the following: In price fields (invoice) when selecting Currency Locale to United States, the invoice for example shows "$10.5" in a price field. However when setting the Locale to an European country (e.g. Netherlands) it shows an annoying: "EUR10.5" instead of "�10.5" it would even be more professional to have 1 space in between (currency symbol and price) -->
Linked fields
I was wondering if I could create custom fields that are linked to each other. Example: I'm creating custom fields in the proposals module. I want to create a field called Proposal Source, with a picklist of options. One of the options will be "requested by manager." If that option, and only that option, is selected, I would like another field to appear that is a checkbox for "manager received city notice." If the option "requested by manager" is not selected, then I want the checkbox to be greyed
Changing tab name
Hi I am trying to change a tab name - leads to prospects - system just hangs for ages and does not change, am I doing something wrong??
iPad login requires WiFi connection
Zoho CRM for iPad is requiring a internet connection in order to login and use the ap. I thought one could use the ap without being online. Can I view and work with CRM without being connected? If so, how? Sorry, I know this is basic, but then again, I'm new to this as well.
Next Page