Sales Report
I need to see if there is a report that allows me to print up all my notes (which include the details on my sales calls made) for my leads.
Distinguish Emailer leads from google PPC campaign
Clients from several sources visit our website (Google PPC campaing, Emails from Mail Chimp & Zoho campaings and Normal Website Traffic)... I have a zoho enquiry form at my website... I need to know how many Visitors fill the enquiry form from my emailer campaign (Mail Chimp and Zoho)... This is very important for me because it will tell me effectiveness of the campaign and let me decide to go for paid version of Zoho and Mail Chimp Email Marketing... Please Reply me ASAP...
Import (contacts and accounts) with update
Hi, We currently have account and contact information in 3 separate systems (I have someone working on integration) as a result we have to do updates to Account or Customer information 3 times. I notice with Zoho CRM import there is only Skip, Overwrite or Clone on a duplicate record - is there a way to just update? There maybe a situation where some fields have changed but others haven't - I assume overwrite will replace all date and not just update the fields with new / updated information? Any
Product Stock Management
Probably there is an error while defining the stock-ordered quantity for a product according to the status of the order. The quantities are updated only when the order is inserted (i.e. if I place an order for 8 pieces of a product I correctly found that the "Qty Ordered" is increased by 8 pieces). If i change the status of the order to "cancelled" or "delivered" the 8 pieces remain in "Qty Ordered". If I directly place an order as "delivered" the "Qty in stock" is increased of the number of pieces
Combine Chinese (Chinese) language and English in Record
I have a client whose database is English-based but who has users in China. They want all records in English in order to collaborate, but China users would like two extra fields to enter Contact Name and Company Name in Chinese characters. They are not having luck doing this (characters entered as Chinese display as random, non-Chinese characters). Thoughts? Best, Lindsay Garrison On the verge, incorporated Boston
I cannot sort Activities by Related To
In the list of Activities there is a "related to" column which lists the accounts associated with each activity. I can click on it and click sort, but it does not work and does not sort the rows as it says it will. Please advise.
Custom fields: Field type - Pick list Can the pick list values be URL's?
Team, Can pick list values be urls? I understand I can text field the url address but I would like the value to be a live url. Thoughts
Zoholics, Zoho User Conference that includes CRM Training is back
Zoholics, our annual user conference is back. The event will be held at San Francisco from May 29-31. Based on last year's feedback, we have extended the event to two and a half days. The agenda for CRM includes... Day 1 - CRM Workshop Day 2 - Basic CRM Training Day 3 - Advanced CRM Training. A partial list of CRM training agenda is available on the Zoholics website. This will definitely be a very good opportunity to learn more about Zoho CRM and of course, interact with the Zoho team. You may
Making a field value Unique in account
Hi, im trying to use the tab "accounts" to create some customers, however ive been looking for a way to make a number field as "value Unique" (Customer`s id). The idea is not repeat a client.... (im testing the free account) somebody could help me. thank you.
Job Tracking
I have used Zoho in the past with another company. I am trying to switch my new company over and have a couple of questions that will either make or break the deal. I have been searching and searching for answers and cant seem to find exactly what Im looking for. 1.) Can Zoho track customer jobs? We are currently running an old old Arborist software program that lets us add in each clients job. For example, I need to be able to pull up a client and then see a list of previous jobs and then be able
Sign up Form Websites and Zoho API
Hi, I am trying to link a service that provides Lading pages and Sign up forms with Zoho CRM. So far I have found Unbounce and Lead Britte. Unbounce ( http://unbounce.com) is too expensive and the other one won't work with Zoho. Can anybody suggest a service which creates good looking sign up forms and that can be integrated with Zoho? Or, how can we create good looking sign up forms compatible with Zoho? Thanks
Leads view taking me to blank page
So when I click on one of my leads, it opens for two seconds and then goes into a blank page and it shows as it is processing, and takes to the following address https://crm.zoho.com/crm/ShowDetails.do?module=Leads&quickcreate=true#listView_868936000000064059bck Any ideas of what is going on? Thanks!
upgrading from free to paid, what will happen to my free accounts?
I want to upgrade from free to paid. I currently have 3 free accounts [all are admin] If make the upgrade, what will happen to the free accounts, will they all discontinue? of they continue and I will have 4 accounts, can I change 2 of the admin accounts to be regular and maintain one account as admin so the structure will be 1 admin, 3 users? Appreciate your kind reply to my question. Thanks, Fawzy
Correction of values for converted prospects
Hello, I'm having problems in Zoho Reports with duplicated values that appears in the report I create. I've seen that it is due to changes that have been made in a specific field after converting the lead. For ex: - Before converting, the lead contry said: México (with accent) - After converting, we changed it to: Mexico (because we saw it was better to avoid accents). Is it possible to correct the "table" value of an already converted lead? thanks Efrain
Column Width
I don't understand why the column width can not be changed or the column width adjusts based on the length of the data in a field. This is basic. Street address and phone number for example wraps within the cell so the result is only about 8 records being viewed per page. Highly inefficient use of screen space and quite annoying. Zoho needs a solution for this. It may be costing you users. Does anyone have a workaround?????
Newbie Questions
Just starting using Zoho to track my contacts. I want to enter some data such as when a catalog was sent or when an email was sent. Which is the best method to do this? In looking at tasks or events, I have to record a start time and completed time or date which is obviously not needed on past events or even on future ones really. Is there a better way? Thanks! Let me clarify in that I want to have some history in here of past events but don't see a good way to enter those I previously sent an
Same customization for all users in Free edition
Hia, I just started to try the Free version. And it's looking good so far. I finished everything I wanted to finish (changing and adding fields and stuff). Now, I'm thinking to add my collegue into the system. I can't seem to find a possibility to copy my settings (eg leads with all the added fields and sections) to his account. Am I doing something wrong? I don't see any "copy to all employees" or something ... 'elp? plz? thanks!
sending notes to leads without knowing the entityId
Hi What I'm trying to do is update a record from my CMS to the CRM. It's activity put into notes such as "downloaded white paper xyz on 2013-11-11"... I sort of get the API however I don't know if I can use email as the identifier instead of the entityId? Many thanks
Automation - Workflow - lookup field related emailing
Enterprise User: Workflow Problem. I am trying to create a workflow rule that will send an email to a related contact of my customers. Let me explain the scenario. Customer has multiple vendors (in this case realtors) attached to their file. Listing Realtor and Buyers Realtor. Each field in the customers information relating to the “listing realtor” or the customers agent (buyer’s agent) is a lookup field. Here is what I have. I thought this would do it but it’s not sending the email template
Automation - Workflow - lookup field related emailing
Enterprise User: Workflow Problem. I am trying to create a workflow rule that will send an email to a related contact of my customers. Let me explain the scenario. Customer has multiple vendors (in this case realtors) attached to their file. Listing Realtor and Buyers Realtor. Each field in the customers information relating to the “listing realtor” or the customers agent (buyer’s agent) is a lookup field. Here is what I have. I thought this would do it but it’s not sending the email template
New User - Mac and PC Email Sync
Hi I have signed up for a new account today. I have signed as a free user to trial your product, and so far is so good. I have actually managed to complete the customizations for our business in a matter of hours, which is surprising me. What I now need to test is how this syncs with email clients. As we are a business unit within a larger corporate entity we have an exchange server for email, which is non-negotiable. All using exchange 20xx. What I have failed to find in your training materials,
List More than 1 Product Unit Price?
Is there a way to list, in a Sales Order document, more than 1 product's unit price? I would like to list off individual prices, so that my client knows exactly what they are getting and can add it up themselves should they want to, but all I see for a merge field is "${Products.Unit Price}". Is there a way to list the 2nd products unit price without including any relation to the first one?
Edition downgraded???
Suddenly I was unable to perform any tasks from the Professional Edition account. Then I looked into the new "Other editions" tab that appeared in the menu and to my surprise I see thatI have been downgraded! I am subscribed to and regularly paying for. The last invoiced email shows as the next renewal date 07/06/2013 This is very serious. What it's happening? Please can anyone get back to me asap?
Downloadable CRM?
Is it possible to download a version of Zoho CRM, to use when im offline etc.
web-to-lead
Hello, I've created web-to-lead form and from some reason after entering the information onto the landing page form, I can't see the lead in my ZOHO CRM system. The form can be found at landing.reliatrack.com Thanks, Guy
Managing privileges
I see from other posts that there's some confusion about how to manage user privileges, and I also haven't found an answer to what I'm trying to do. Profiles, roles, etc are getting all jumbled for me. I have added another User in my Professional version. So I have a paid version. He's a good fellow, so he won't do anything crazy like delete all my records. Still, I'd like to protect myself. So is there a way for me to give him access to all the records, give him permission to edit, but not delete
Associating existing potentials with a new CRM Campaign
Is it possible to add existing potentials to a new campaign? In the Potentials file of my data backup, there is a field called "Campaign Source" that holds the campaign IDs of potentials that have been associated to existing campaigns, but there does not appear to be a way to update this field either through the import feature nor the API. Please advise.
Understanding User Logins for CRM, Support & Forums
We're just getting started with ZohoCRM - and I want to clarify my logins. I am the first user and the current Administrator. I have one login to ZohoCRM and one for ZohoForums. Which login do I use for ZohoSupport? I assumed it would be my ZohoCRM account. I just entered a request/ticket through Zoho Support but then when I went to check the My Requests tab, I was prompted to log in although I was already logged into my ZohoCRM account. I entered my ZohoCRM account credentials and that doesn't
Importing Leads - How do I categorize them?
I just uploade a bunch of leads from a spreadsheet that came from a specific source and are a certain type of lead. Now I want to upload another batch but I don't want them combined as they are a different type / source of lead. Is there a way to categorize leads on import and after import?
What to do once a Potential is closed and won
Hi. I set up a Potential on an Account. That Potential business has been won so we selected Closed and Won within the form. How do we archive the Potential now? It just stays there in the list currently even though we have closed the deal....
Contact / group address
Hi, How do I set up address function to directly have the same address for a group and all contacts belonging to this group? Thanks.
New contact on existing company.
I am new to Zoho so bear with me, I have searched through the forum and can't seem to find the answer to this question. It's a fairly basic thing so I assume I am doing in incorrectly. I have created an mapped all the custom fields and leads to contacts etc all works great. My problem is when I create a "company" and it has multiple "contacts" I goto the company tab and select add new "contact" and it associates it with the company no problem but it doesn't use any of the data from the company. I
Search email attached to contact?
I am getting zero results when I search for a word that I know is in an email that is attached to a contact. Previously I know email was searched, but in the search results email is not shown as one of the items. Is email still searched, and maybe my item has just not been indexed yet (the email was added only 10 minutes ago), or is email no longer able to be searched?
Permalink / URL for CRM Records ?
Hi There we have setup several alert functions in our CRM for notifying team members when customers download new products or send us new messages. These alerts include the name and some context information - but what we are missing is the possibility to insert a direct link by which we can directly open the according lead or contact. Is there a solution for this ? Lucius
How to process large updates with API?
I'm looking to sync local data with Zoho. This would be done in Accounts and in Contacts. We will have more than 200 Accounts and more than 200 Contacts in Enterprise Edition. How would I bulk fetch the Zoho data to perform a compare against local data? getRecords appears to only be able to get 200 records max... I don't even see how to get 200 at a time since 'from' and 'to' is specified rather than 'from' and 'limit'. Is the only way to get everything over 200 entries through an export? No
Need more explanation of Google Calendar sync
When I think of sync, I think of two things "combining" data into one view. However, regarding the recent Google Calendar sync, I'm not sure it's exactly what we'd hoped for. First, I have had ZCRM integrated with Google Apps for a while, and when I created an Event, there was a "Save and Export to Google Calendar" button - which pushed the event to my Google Calendar, albeit not under my main calendar (RBRDS), rather under a calendar called "zoho". This was fine due to the nature of Google being
Recurring Task/Reminder only notifying on the first instance
I've set up a handful of recurring tasks and reminders and I only get notified on the first instance. I've asked CRM support and of course are no help at all, and say they are "reviewing the feature as potential add on in a future update" (even though it is already available, it just doesn't work) Has anyone been able to come up with a workaround to accomplish this? This is something we really really need.
Ideas for Phone Integration
Great work on the phone integration. I have a few ideas which will make it better: 1.) If the phone number has ( ) - or . in it, the record does not relate to the call when you dial. Can you strip the periods, parenthesis, or hyphens when doing a search so regardless of how the phone number was entered, it matches to the record? 2.) In the CRM list, right now it just displays the phone number as XXXXXXXXXX or however it was entered. Can you format it so that there is formatting in List View? 3.)
How to fetch Auto generated Unique id feild in my html page
I am running lead forum in html site and I want to fetch one auto generated unique field to that page please help me how can i fetch in returing url on html page.
Emails sent via crm to gmail show "sent via zohocrm"
When I send an email to a gmail account through the crm, the gmail recipient receives the email, but it shows as coming from "myname sent via zohocrm". I have created the spf records on my domain and I believe I have configured the CRM correctly. When I send and email from zoho email, then it does not show the "sent via" Is there a solution to this. Thanks in advance for the help
Next Page