Outlook Add-in -- does not seem to be working
We are using ZOHO CRM and I have the outlook add-in. However, I do not see any functionality inside of Outlook to connect me to my ZOHO CRM database. The only thing that sort of works is contacts, but when I make changes in ZOHO, they do not carry over to my Outlook contacts. What does the Outlook Add-In for ZOHO do and how do I access those features?
Unable to generate preview
Dear all, I have got this document that i have uploaded to the system and i want it to work with merge. However, whenever i select a couple of contacts, i click on the document and try to merge. When i choose Mailings, Finish and Merge and then preview document, it says Unable to generate preview. Can anyone help me with this? How can i get around this? Warm Regards
New users not receiving email from Zoho
Morning, We have just set up some new users but none have received the confirmation from Zoho. We have checked our Exchange server and it has not received any emails from Zoho relating to this (although we have received an email confirming our purchase). Can someone advise me what to do (I don't want to use alternative email addresses). We have re-issued invites and got a meesage saying the invites have been successfully sent. Thanks JML
Why can't you use attachments features on Android but on iphone everything works?
Hi there, My business requires for legal reasons to have attachments of customer information that I need to view and upload at the same time on an Android. Please inform me of the Fix dates
Fancy ways to display workflows?
Hi, My company works in defined workflows which are easy to draw on a piece of paper. I'd like to implement them in Zoho and I believe I can. I was wondering though if I could then create a report, say for every sales person, which shows all of their active processes and what stage they're at. It would be great if this could be visual rather than textual. We love graphics. What's the best way to approach this? Feel free to point out if this question was not clear enough.
Better themes
Changing the color of the tab bar is not the most attractive theme. I want a more customizable Zoho. For example, custom fonts, more backround colors (not just grey, white, and pale... blah!), a wider logo ( 190:65 pixels is small...), and ability to change the color of layouts. That would make Zoho a much more appealing CRM for those who are unsatisfied with the current theme. Thoughts? Alex
pop-up fields and associating records
i need to associate products with accounts, but when i [add products] from an account, i only get the product name, product code, etc. i need to select a product by means of another field - e.g. serial number. how can i change the fields displayed in the [add products to account] pop-up? alternately, i tried to associate an account with a product, but on the product detail page i can only [create account]. i can find no way to associate the product with an existing account. are these things just
Looking for zoho CRM guide
Hi, We are based in Dubai and are planning to implement Zoho CRM for our startup and are looking to specialists who can guide us in creating the right dashboard for our sales people as well as for our manager. If there is some one based in Dubai, we would be happy to hear from them.
Attaching a Quote to a Lead?
I know when you convert a lead to a contact you can attach a Quote to it. But can i attach a quote to a lead? Is there an option for this?
Import Overwrites all fields?
Hello, I was told that if I import records, lets say a table of contacts and accounts, that it will UPDATE The record if it finds the same unique identifier, typically email. Great, but what will happen if.. A blank field is imported , will it overwrite a populated field? In a MULTI select drop down, if options A-D exist, A was previously, selected, B was imported.. What will remain on import? And will Notes, tasks, things not imported, be left untouched on a current record? THx
Is it possible to view/manage cued time based tasks for a record? Crucial for testing purposes.
Mainly for testing purposes. I want to be able to test whether a time based task has been triggered however I am unable to see if it's been cued into the system. Any suggestions?
Client with multiple offices and sites
Hi, How are people handling clients with multiple offices and sites. I get the feeling i would have to do a new client for each office and site, but ideally I would like them all under one company name.
How can I adjust the user settings so my SalesReps can see the Leads etc of the other but NOT edit them nor changing the owner of these Leads?
How can I adjust the user settings so my SalesReps can see the Leads etc of the other but NOT edit them nor changing the owner of these Leads? Thanks
Unexplainable search behavior
If I do a search for "HDR" I get 9 accounts that match. If I search for HDR Omaha, I get one account that matches, and that account does not appear in the "HDR" search. Why would a search that should produce a subset of another search show files that weren't in the original?
Intermittent form performance
I've got several web to lead forms setup on our WordPress site. One moment they work great and the leads flow as designed. The next minute they stop working and the leads don't show up anywhere. Is ZoHo experiencing a server issue? This is incredibly aggravating. Thanks, Jeff
Lead Management
Hi, We are just about to move over to Zoho We are looking for some help on the following We currently used a program called smartsheet which is like excel online We need the CRM setting up so that we have the following 1 manager 7 sales agent The manager has all 7 agents leads on his profile and he mass send them to each agent every month? Can you help with this setup? Thanks
Why is CVrecords limited to 250 API calls per day, regardless of version
We are a Zoho Professional subscriber trying to link Campaign Monitor subscriptions to Zoho leads. We have already gotten Zapier, our connection service, to reduce call frequency to every 30 minutes. Why is the Zoho API limit only 250 for CVRecords requests... the only type of request we actually use? When will this be increased?
Increase API limit for CVrecords from 250 to 500
We are using Zapier to add Campaign Monitor Subscribers to Zoho as leads. I have already worked with Zapier to reduce our call interval to every 30 minutes instead of every 15, but we are still exceeding our allotment of 250 calls a day for CVrecords. Limiting users to 250 calls a day, no matter what edition we are on, seems a bit stingy to me. Surely Zoho can increase its API call limit at least slightly. My next step is to ask Zapier to change our call interval to once an hour. They have been
Attachments in the Android app
Can you give me an idea when I'll be able to view and add attachments via the Android app?
ZOHO CRM email - group inbox
RE: Group inbound email A feature that I feel would be useful to ZOHO CRM new email section is "group email" several companies have it within their CRM programs it would allow us to set up a group email box and then decide who gets the email and/or auto assign the email to the next in line that way we know that all public emails have been responded to-we have several public inbound email boxes: info@, sales@ I attached a screen shot of a program I use for another company for your review this is something
data collection from mailing list form on the website
Coudn't locate data collection from the join mailing list form which attatched on my website, whats wrong with it?
Zoho hosted email for business and Outlook
Introduction:We are currently using Zoho CRM and zoho mail add-on. However, we use outlook to send emails to clients. Currently we can get those emails sent via Outlook back into Zoho if we remember to use the Zoho BCC dropbox. My Question: If we migrate from our current email host to Zoho Mail for all of our email hosting, will we still need to use the Zoho BCC dropbox if we are sending email to clients via MS Outlook. Or does hosted Zoho Mail automatically tie into the Zoho CRM and flag sent
How to change the NAME of a required field?
I understand that Zoho has Mandatory/Required fields (no idea why, with some simple code this could be rectified)...... But how do you change the name of such fields. For example....I need to change the Last Name field to just NAME or in the Solutions module....change the field Solutions Title to something more descriptive?
Reports on customers and product categories / Who buys what and when
Hello to all, I have a great number of customers, and three categories in which I share my products. I create a report that shows me the clients that year bought the products for that month. I need to know what my customers who have not bought all the categories of products we are selling for that month. But I also need to see what are the customers who have not bought anything Thanks Felice
Cases and Solutions
Hi, So we have a web to case form where people ask things like : "How do I turn on my new xxxxx" and it makes a case, and creates a task for someone to answer it. Because they ask it so often, we have a Solution written "How to turn on your xxxx, do this, do this .." But ... there seems to be no way from a case to send by email the solution to the guy with the problem. It looks like the solutions are not really connected to anything and cannot be accessed from a case, so at the moment, we just keep
I bought additional license but it was not delivered
I bought additional license just a few minutes ago but when I tried to add a user, I am still getting the error message (see attached file). After that purchase I am expecting to have a total of 2 Zoho CRM license at hand. Here's my payment details: Payment ID: RP0000159108PP1 Payment Date: 06/16/2013 Email: randall.pena@propertyguide.ph Edition: Old Professional Amount Charged: $11.60 Hoping for your prompt reply. Thanks, Randall Pena
Calendar disabled
Hi I'm setting up Zoho. I'm logged in as the CEO with admin privileges. For some reason, I'm getting the message that I don't have permission to view the callendar. What did I do? I have disabled a few tabs, but nothing else (that I can tell). What needs to be enabled to use this feature? It is pretty important! Thanks Antony
Email Notes/Activities to a specific user
I did a brief search on this subject and found the archives relatively blank. If this has been answered, I apologize but pleased direct me as to where. I have almost 300 accounts that we process everyday. The updates on each of these accounts need to be emailed to their respective owners. Can we do this via Zoho? If so, how? Which field (activities, events, etc) do we update?
Log in Set-up
How do I set-up a Company login portal? Where employees can log in and see company logo
Microsoft Lync Server
We use Microsoft Lync Server integrated into our phone system... Would the Zoho Phone Bridge replace something like this or plug into it? Thanks for any feedback/direction.
Linking Calls and Emails with Tasks
Hi there, When we set a follow up task, this may involved multiple phone calls or multiple emails. Is there anyway we can associate these calls/emails also to the task? and that these calls/emails sections are displayed in the task display? Thanks Douglas
Automate and Be Productive with Macros
For sales executives, it is sometimes tedious to repeatedly perform the same task. Let us take this scenario, having assigned 10 leads for the day, you are expected to visit each person to sell your product. After each meeting, you send an 'Acknowledgement' email to all the leads you have met, create a follow-up task, and also update the Status field to 'Contacted'. These are 3 actions that you would have to perform in your Zoho CRM account. How about cutting it down to 1 action? What if these 3
Trial Account Webhook limitations
Hi there, I know there is a daily limit of 2500 OR 50/User, is this lower whilst participating in the 15 day trial? I'm a developer trying to integrate with Zoho but I'm getting 'Day limit reached' errors after about 10 requests. Thanks.
Help wanted: Model Profile templates for CRM
I'm setting up ZCRM for a security guard company, and I'd like to avoid reinventing the wheel if possible. I'm pretty clear on the Role-Profile-User configuration, but I would appreciate any best practices out there on Profile configuration for the following: Sales & Marketing Management Operations Management Client Support Management Sales & Marketing User Operations - User Client Support - User Thanks in advance Eriel
Web form - Validation is not happening
Hi I have created a Web-Form to capture leads like e-mail,firstname etc. Also successfully integrated it with my site. However User can enter any junk value in field of e-mail, name etc. I am sure, basic validation on most frequently used field will help lots of existing zoho clients. Raxit
"Invitees" in Activity are not linked to Contacts
Hi there, I am currently evaluating Zoho CRM for a customer of mine and am really happy with many aspects of it. What puzzles me, however, is that invitees in an activity are not being linked to the actual contact records. Instead, invitees just show up as "dead" text. This creates major inconvenience in case you want to quickly jump from an activity to a related contact. Am I missing something here? Is there an easier way to accomplish a relationship between an activity and a contact? Thanks a lot
zoho mail + crm...next step...
Hi, i've activated zohomail addon, setup it into upper main bar. i need, please: - have the icons on top right - use my own domain INTO zohomail (i've already setting up right dns) it's urgent, can you help me?
email accounts in mail vs CRM mail app
Is there any relationship between zoho mail accounts and CRM mail accounts? How can one connect the two?
New Social Pulse and web tabs
Team, The new pulse service does not open correctly in the CRM web tab system. We add the pulse web tab URL: https://pulse.zoho.com/portal/intranet/ When you try to activate that tab it opens a new window outside of the CRM platform. The CRM platform URL then switches to the Pulse platform. Thanks
Dashboards not working?
Every time I click on my dashboards (I have 4 bar charts configured) only 2 or sometimes 3 will show up. The others stay blank. Is this normal? It's random which 2 or 3 show up each time I go there.
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