Dashboard Tracking Calls
In my business, its important to see how many calls someone has made throughout the day and week. I've created a report that shows me the number of calls someone has made within a time period but i would like to create a dashboard that constantly shows me the number of calls and track it for the week. Does anyone know how to do that through the dashboard? Thank you, Boris
Leads pages skipping around
Why is it that when I click into a lead and then use the arrow to get back on the list of leads it takes me to a random page and not where I left off? Ex. I will sort them alphabetically and click into "Chris Goble." When I use the arrow to get back into the list of leads I am taken to the 100 leads that begin with "J." I'd like to be able to pick up right where I left off.
Issues with the 'Pulse' tab
I'm setting up the contacts at our company and trying to integrate a method of alerting the three other employees on which leads/contacts they should be replying to on a given day/week. I envisioned using the 'Pulse' tab and following the users who need to be contacted on a given day. Each team member would then log in to their CRM, check the Pulse page for the daily activities required and proceed. I envisioned making new notes on a contact and then clicking 'follow' so they show up on Pulse, and
Mapping for importing contacts from excel
I am importing contacts into CRM from an excel spread sheet. Could you supply me the proper mapping?
Lead priority during a campaign
Hi, I have created a campaign which includes 1000 leads/companies. Each lead I want to prioritise from hot/warm/cold or 1 / 2 / 3 and then sort the list from hot to cold.... how can i do this in zoho .. ? Many thanks - Rich
Custom Status Value with Completed Function
Hi! I'm using Zoho CRM to manage student records for a small university. I'm using Activities for homework and attendance records so I added "present" and "absent" values to the Task Status selections. I'd like the task to show under the completed activities if either of these choices are selected but keep the same value ("present" or "absent" rather than "completed") so that I can easily view their attendance history. Is this possible? Thank you in advance for your help. D
Mass update/deletion of Email
What is the best way to delete out email from a group? I tried using the mass update feature, can't access email there. Tried importing a blank email, that didn't work.
ZOHO + GOOGLE APP Contacts Authentication not working.
1. I tried to sync contacts via https://crm.zoho.com/crm/setupInner.do?page=License.do?actionType=LicenseUsers&tab=subsMngr&in=actUsr 2. I click the authentication button 3. I am logged into GMAIL and popup disappears and I see this page again without ANY CHANGE https://crm.zoho.com/crm/setupInner.do?page=License.do?actionType=LicenseUsers&tab=subsMngr&in=actUsr --> why is not changing???? ZOHO + Google apps calendar Sync works just fine!
run a macro on more than 100 contacts at a time
i have a macro that changes a field from t/f I want to run it on a list. as it looks now I can only run this on up to 100 records at a time not on the 2400+ I want; so the work around is to repeat the macro 24 times that seems silly. Can we have a mass update of a field with more than 100 records at a time? PS we still never know if an email sent bounces back from the mass email function. ...
Rebuild the way the date/time are populated
It's horribly time consuming to select a date and time for events. I think a better method would be some form of allowing people to type in times and have the system recognize that format.
company migration
Hi! We are moving to your crm. we are currently doing all the setups. we'd like to import all the data in for our old crm and to a life test run and adding one department after the other. this will mean that for a certain period of time we'll be runing 2 sistems. this will create a problem as we'll have new data added to the old sistem whilst we re speeding up zoho. any recomendations on how to handle the process? how can we move the new data from the old sistem merging it with the new one in zoho?
How to show fields in "Sales Orders" in invoice template.
Hi, Sales Orders: SO0001 Filed: SOF_A Filed: SOF_BNew a invoice INV0001 from SO0001, so INV0001 is connected with SO0001 Print Invoice INV0001 from invoice template. How can I show SO0001's SOF_A, SOF_B in my invoice, as I can't select Sales Order in the pull-down menu of "Available Merge Fields"?
Round Robin Lead Assignment
Any chance of this feature being added to CRM? It would be nice to rotate lead assignment amongst a group. Also it would be great to re-assign leads when they haven't be dealt with in a timely manner...
Rotational assignment of leads
I'm capturing 100's of leads everyday and have a committee of 15 people that l want to equally distribute these leads to. What's the easiest way to do this?
How can I create create a workflow based on the 100% completion of a Zoho project associated with a contact or account?
I have integrated Zoho Projects with the CRM and would like to know if and how it's possible to kick off a workflow generated task based on 100% completion of an associated project. At minimum, I'd like an auto-created task (that will remind me of the next step to take in the process) that sends me an email notification once created. Any suggestions would be highly valued. Thanks.
Hide tab without disabling?
Is there a way to hide a tab without disabling it's functionality? For instance, I'd like to remove the "Activities" tab, but still allow users to view/edit Activities information within a particular Lead/Contact/Potential. Is this possible?
Email address not coming automatically when emailing an invoice for an Account
I am a B2C company and to invoice my clients I have to create them as Accounts, When I want to mail them an invoice the email address does not come automatically into the email compose screen Please help Thanks
I can't enter a Vendor name when entering a new contact.
Please let me know what I'm missing. Thanks.
Understanding The Basics
We have been knowingly using Zoho improperly for quite sometime now. We basically just use it to store our leads' contact info. This is because we never really understood how to use it. Can someone please help me understand some of the basics? We are a remodeling company and sell mainly to homeowners. So after we receive a lead, we're not really sure what that lead should be converted to and when. When I read the definitions of Accounts and Contacts, it seems like those are only for dealings with
New User
Hello I am starting tp use Zoho to manage my workforce and leads and I am trying to add a new user however I can only add them as a second CEO / administrator ... how do I change this so they cant customise the CRM but add and amend client records? Thanks in advance
Add Vendors to Mobile App
Please add vendors module to mobile app. there is an empty space where it would fit perfectly. Thanks.
Questions About Becoming Paid Member
We've been using the Free addition for awhile now. We have added a member to our sales team and so I was wondering is it possible to add 1 paid user to our free account, or is it necessary to upgrade all existing members paid members?
filter users
I have in my account has 2 users, how do I filter the activities you do each. ie I want to see what each user visits, as I do?
Time-Based Action with Task "Recurring Activity" features
It would be beneficial if we could set the same type of parameters with Time-Based Action. (see screenshot) For example, my team need to create monthly rosters on the first day of every month for certain Accounts. Under automation in setup I would ideally like to trigger these certain type of accounts to: Have an automated task created on the first day of every month. Having a Time-Based prevents our open activities from being over-populated with monthly tasks for the next year. Do you have a solution
Is there a way to point the skype call to function to another program?
I use ringcentral's call controller to make outbound sales calls. I need to figure out how to get my zoho call link to go to the call controller, or disable the link so the text can be easily copied. Is there a way to do that? If I can get this to work efficiently, I will be upgrading to the paid version for more storage. Thank you, Frank
Different Opportunity types?
We sell a base service, with several different add-ons. So a customer may have just our base software or they may have all the options. After we have sold our basic service, we would like to track/forecast, etc additional revenue within a customer. Is there a way to create an Opp template? If not, how are you all tracking them?
Transfer a contact to Outlook
How can I transfer the contact details for someone from Zoho into Microsoft Outlook contacts?
Upload user profile photo by Administrator
Is there any option that an administrator can upload all the profile photos of the users?
How to hide hiden fields?
Hi I set profile with quople hidden fields (tel's and mail's)in contacts. Almost everything is correct. On contact view that data is invisible, great :) but in events field I have "whom to deal with" with that fields visibble (tel number and mail). How can I hide hidden data? Best
Stock Management
Hi Regarding this issue of status change on purchase order which affects the qty ordered and and qty in stock, i would like to point out if the PO is cancelled or deleted the qty ordered still remains the same, when are you looking to resolve this bug, also once the puchase order is created and thereafter qty adjusted this also does not reflect in qty ordered. it seem you have resolved the issue of a status change from created/approved to delivered this converts the qty ordered to qty in stock,
Is there a way to create a custom field that ties to a contact in the database?
For example, if I wanted to identify the key people in an account in three custom fields on the account tab, "CEO', "CFO" and "CTO" is there a way to populate those fields with actual contacts residing in the database so all I have to do is click on their name to get to their contact info?
Switch between Zoho Products?
Hi Team! I have been playing around with Zoho CRM, Campaigns, and now Invoice. Is there a quick way to switch to the various products? Or even better, is there a way to integrated them onto one screen? As I am still testing the various Zoho programs out I only have the free versions of the aforementioned products, is this type of thing only available for the paid versions? Thanks! Bob Kirkland
Templates
I have created a template in the Leads section and want to use the same template in the Accounts sections, is it possible to transfer the template?
Workflow rule for potential = close date has passed
Is it possible to create a rule such that if the close date is earlier than today, an email is sent to the owner and alerts them that the close date must be updated? Or an alert that a close date is approaching?
Web Zoho CRM Bug
Hi I'm experiencing two issues with a web zoho crm form. I have the code inserted into a wordpress page however there are a couple of problems. One is that the validation code isn't appearing. I've had a look at the code its producing as well as testing the code outside of wordpress. When the code is viewed on its own outside wordpress the validation code appears. However, once inserted into a page it does not. At first I thought that maybe the validation code was imbedded in a paragraph tag that
Is there any way to import bug as a task?
Is there a way to 'import' a Zoho bug as a task? is there an interface between bugs and tasks?
Won't accept closing date
Location is Hong Kong, Language is UK English when entering closing date for potential it will not accept. Lists only as "undefined" the input mask is in Chinese which is odd listing yyyymmdd. But no input of any format appears to allow a save. This includes using the calendar function to select the date. Any suggestions?
Reports
Hi I want edit repost mail body and title. This is posibble? Thanks
Using ZOHO CRM in real estate sector
Hi to all experts. Since utilizing ZOHO CRM for every single member of our sales team (having a high possibility to raise a large number about 60 soon) seems to be an expensive option for us (when compared with other packaged solutions provided by some local vendors) , we have been wondering if it might be possible to develop an external application on ZOHO Creator (instead of a web application) that would work for circa 50 (of 60 ; remaining from our core team) persons in our sales team to use within
How to assign a task to multiple Leads?
Hi All, How to assign a task to multiple Leads? I am trying to create new task (Meeting) which i need to assign to multiple leads, available in list. But i found that i can select only one lead for a task. Can someone help me, how to get it done?
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