Configurable Products
We sell a ton of configurable products. In PRODUCTS, it looks like you can only have one unit price for a product? Is there a way to setup configurable products within PRODUCTS within Zoho CRM? We need to have the ability to CONFIGURE a product with different options which result in different Unit Prices. If this can't be done, then there's no way for us to produce Quotes within Zoho CRM. Please advise.
Email template merge fields
Hmmmm ... Major problem? I have a number of custom fields in my "Accounts" that I need access to (as merge fields) in my email templates. The problem is they show up as available merge fields if I choose "Record type: Accounts" for the template. But then, the template is NOT available for use with "Contacts". However, if I choose "Record Type: Contacts" my custom "Account" fields are NOT available for merge. I tried "tricking" the system by choosing "Record Type: Accounts" first, choosing
Contact link to accounts
Hi, how i can link one contact to many accounts? it's possible? Thanks
Creating a link in modules when converting
How can I create a link for Quotes module or a check box if you will on the Leads Module when converting much like the Potential module that is standard?
How can I use more than one email address at the same time for one lead?
Hi Many of my leads have more than one email address. I´d like to send a newsletter out to all leads, using more than one address if the lead provided me with more than one. This doesn´t seem possible and I´ve been informed that I need to duplicate the leads, each with one email address. Does anyone know a way around this? It seems strange to have to duplicate leads, just to be able to send an email out to both of their addresses. Surely most people use more than one email address nowadays? Thanks,
Search by Zipcode or Map Integration in Zoho CRM
In Zoho CRM, In my Leads Management, I use the 'Lookup' feature to assign a 'Contact' from the Contacts Module to a 'Lead'. When using the Lookup field, I'd like to be able to search through Contacts by proximity to a zipcode. Is this possible? If not, is there another solution? For example, Create a report and using Proximity to a Zipcode as a variable for that report? Thanks for any help you can offer.
Is there away to link contracts to accounts other than manually?
Is there away to link contracts to accounts other than manually? I was hoping I could just assign the corresponding account id's on my contacts spreadsheet before uploading them into Zoho but I don't see that as an option.
Inventory Templates
Hi there Product fields of the inventory template is not working. any help from anyone Simheswara dasa
CUSTOM SEARCH
Hi, I when to the customice page layout and change the product items to view in the products screen. I marked 3 more fields, saved it but the product screen still shows de same default products. am i doing something wrong? Thanks a lot!
How do I see which products are selling, and the quantities?
Is there a view or a report that I can make to analyse which products are selling? We need to know which products are our best sellers/worst sellers and whether it's worth to continue selling them. We like to review this quarterly and annually. For example, if a certain colour of a product doesn't sell at all in two years, then we will discontinue it. I am a CRM Professional Edition user, small 2 person company. This seems like a fairly normal business requirement… any ideas?
Running an activity report on a deactivated user
I am trying to retrieve information from a customized report on a user that is no longer a user. I would like to retrieve information that they may have input. Any suggestions are helpful. Thank you
Modifying the composition of Contact person name
In Contact person list view and in the detailed view, the Contact person name is a composition of the first name and the last name. I want to change it, because in our country some last name have a prefix like "Van Dijken", the "Van" is a prefix and we want to put the prefix in a seperate field. The Contact person name in the list view and in the detailed view should be composed of the first name + the prefix + the last name. How can I do that?
View Past Emails
How do I view emails sent in the past (the last few email blasts before I was employed here)? I need to see what the email content was that was sent out by the person in my position previously. Thanks in advance!
Send Mail Pop Up
Attempting to Send Mail from the Leads page, I get "Only 32000 characters are allowed in your email content." when I select an email template. The template is no where near 32K characters. Send Mail works when template is "none". Anyone know why? Thanks, Dave
Problems searching products
I use 3 fields in my Product list - Product Name, Product Code, and Unit Price. Is it possible to search for each of these fields? When I enter a Product Code or Unit Price in the search box I don't get any returns. Will the search function only work with Product Name? Randy
EASY TO UNDERSTAND INSTRUCTIONS for Creating a Hidden Lead Source in Web-to-Lead forms
Check out our simple, easy to read instructions on how to create a hidden lead source field in your web to lead forms. http://deepcreekpr.com/create-a-hidden-lead-source-in-zoho/
Zoho CRM bcc email doesn't work at all
Unlike Salesforce, Evernote and other apps where you bcc to your unique ZohoCRM email address and there is some intelligence behind it, BCC emails simply show up as an email from the bcc email address. It does nothing to identify and account or lead that the email is related to. This appears to be a stubbed off feature that is listed to catch up to competitors. It is a premium option, unlike Evernote. It is not intuitive. It would take less time to re-type the message in the lead/potential from scratch.
EASY TO UNDERSTAND INSTRUCTIONS for Creating a Hidden Lead Source in Wed-to-Lead forms
Check out our simple, easy to read instructions on how to create a hidden lead source field in your web to lead forms. http://deepcreekpr.com/create-a-hidden-lead-source-in-zoho/
My contact zoho crm not receive email
Dear, Already ultilizamos the ZohoCRM at a certain time, and due to numerous complaints from our customers, we realize that emails sent via ZohoCRM are not reaching recipients. We conduct test sending to the client, with copies to our internal email and also do not receive the email. With this, we are saving the quote format. PDF and sending via Thunderbird or webmail. Well, we are failing to discover why stopped working sending email directly by ZohoCRM. Please, we need technical support to assist
Unable to upload documents
Trying to upload a pdf but Zoho CRM looks like it is accepting and uploading the doc (no error messages appear) but the y do not show up in my folders. Any help woul be appreciated
Lose lead source when converting lead to account
When I convert a lead to an account, the lead source information does not appear in the account information that I can find. How can this be carried over so it can be tracked? Is there a way to run an all-encompassing report that will tell me the lead source of the information regardless if the item is a lead, account, potential, closed won, closed lost, etc.?
Link Zoho crm api to wordpress
Can help me how to connect the Zoho crm username and password into the wordpress account so that when our client login into the wordpress account there is extra fields for storing username and password in wordpress so when our client login into our wordpress it will automatically connect to the zoho crm api. Is this possible?
Migration Zoho to Vtiger CRM, get the data into Zoho?
Hi, Today we are using Vtiger but I have been evaluating Zoho and it will work much better for us. Is there any easy way to move the data from Vtiger to Zoho. I can export a file from Vtiger but the Swedish special carracters becomes very strange and I don't really now how to map the different fields especiallly the notes that we have done for each customer. Thanks for any help, Roger,
SLAs
I want to assign contracts to my accounts. According to the Zoho help, I need to first set up SLAs. It says to: To add SLAs follow the steps given below: Click Setup In the Automation section, click SLAs Click Create SLAs Enter a name for the SLA Enter a description about the SLA Check the appropriate SLA-execution settings However, when I go to set up, then Automation, there is nothing there that says SLAs. It only shows workflow rules and assignment rules. Where do I go to set up the SLAs?
CONTACT
Hi, how i can link one contact to one or more accounts?
What about NGOs?
Hi everyone, I am working at an international NGO, in which we deal with a lot of contacts, meetings, reports and etc. I have been trying ZOHO since yesterday, whether or not it fits our needs. What we need is firstly to construct an archive of our contacts and secondly, to be able to present reports based on various of criterias. For instance, how many people have attended a certain meeting, or how many contacts are active or inactive, or how many contacts are mobilized within our NGO. I am using
[SOLVED] Log Outgoing call?
Hi Guys from Zoho, is it possible to log an outgoing call automatically like click on "log call" like in incoming calls? bR from Vienna EDIT: I mean Calls with Zoho PhoneBridge...
BCC Dropbox and Outlook
Hi, Are there any plans to make BCC Dropbox compatible with Outlook? I spoke with support about 1 month ago and it was discovered that it was not working with Outlook-sent mail. It did work with hotmail and gmail. I would imagine that a lot of businesses use Outlook and this is very important. I was excited to see the BCC Dropbox feature released (will be a huge time saver) but using hotmail or gmail for business email exchanges is unprofessional and not an option for us. Thanks, Jeff
Permissions
Hello, We are currently using Zoho free edition and we're thinking about purchasing a more complete version. Before we'd like to know: If we have several accounts corresponding to several clients, can we give a client #1 the only access to the account "client #1" and no permissions to the other existing accounts? We would like to be sure that we can protect the other clients datas. Thanks for your answers
Is ZohoCRM's REST API discoverable?
I'm using a workflow automation platform that can save me a lot of time when I have a discoverable REST API. I cannot find a URL endpoint for Zoho that is discoverable. Am I'm looking in the wrong place, or is this not really REST?
Need help with Lead Conversion
Hi guys, I have a quick question. When I convert a lead, I want to be able to choose to which modules the lead information is exported now...By default, right now a lead is converted both to Account & Contact. I want to be able for instance to choose that my leads are converted first to Account and then if everything is OK, I want to manually convert the accounts to Contact when I press convert in the account registers. Can someone pls help me achieve this? Thanks!! Nico
Ordering fields in a form
Hi there, How do I choose the order in my form for the various fields I'm interested in? Do I have to edit the html to achieve this? Thanks, Peter
Zoho CRM Export Contact Information Into PDF
Hello! I am a Newbie to ZOHO but do have some knowledge of CRM software, specifically Salesforce.com. I am trying to utilize ZOHO to help out with the family business and would like to be able to generate forms from within the Contact object. My Idea is that I would like to POSSIBLY create a button on the Contact page which, when clicked, would export the Contact information into a specific format to print and/or email from within ZOHO. Is this do-able with the current Build of ZOHO? Thanks for
Automatic follow tasks added to leads?
Is there a possibility to automatically add follow tasks when a lead is created? IE #1 First call #2 Second call 3 days later #3 3rd email 5 days later etc etc. Thanks!
mobile zoho
can I add more than one user to mobile zoho on the professional version? or do I need to upgrade to enterprise to do this??
Problem importing contacts from xls file with 64 email addresses into my free plan
I have an Excel file with 64 email addresses I am trying to load into my free plan account. Zoho warns me that if I import this file it will go over my 500 limit since it believes there are 700+ contacts in the file?!?!? any advice welcome as to how I do this/what I have done wrong. This is my first time using Zoho. Thanks
How can i add notes from individuals to their company and campaign record?
Is it possible for any notes that are added to an individual record to be automatically added to their company record notes, and if they are part of a campaign, for that campaign to have the notes populated in there as well?
How to create a unique form?
Hello How do I create a Form for customers? With question I need to ask them and upload files? Can I give user privileges for my stuff that they can't delete data? Thank you Ariel
Copying custom field from Potentials to Quotes
I have a custom field in Potentials called "Job Number" which is a numeric field. When a Potential is won I want to then create Sales Order (or Quote) which also has this field so that when I select Potential Name in the Create Sales Order form it automatically fills in the custom "Job Number" field. I've been knocking my head against a brick wall all afternoon trying to wkr this out so would really appreciate some help. TIA.
Field Automation
I am trying to track my customer referrals. In the Leads Module, I have "Customer Referral" as an option in the Picklist. I also created a "Lookup" Custom Field called "Referred By" and pointed it to my list of accounts. Is there a way to mandate that if "Customer Referral" is selected from the Picklist, that the "Referred By" Lookup Field Must be completed, or in other words, to make this field mandatory if the Picklist equals "Customer Referral"?
Next Page