contacts in multiple organizations
I deal both with unprofessional organizations and businesses. Sometimes a person is a contact for both. What is to organize the database so a person can appear in more that one organization contact list
Quotations and Potentials
Having an issue with the Potentials module, is it possible to increment the total value of the potential when you create quotations for it. It appears that you enter the total for the potential 'free hand' but then if you add quotations to that potential the value of that potential does not increment you have add by hand again!! Is there a setting to change this?
Automation of webinar event pre- and post-processing - How-to?
Hi, we are running webinars regularly to generate leads for our services. Being new to zoho we are trying to get up to speed as fast as possible. I would like to .: register attendees through a web-form .: send an immediate confirmation upon registration .: send a number of reminders (48, 24, 2 hrs) prior to the event .: assign attendees to a follow-up campaign What are the right steps to accomplish this? Is a Webinar an event? Can a visitor register as attendee to an event through a webform? Can
Mailing from outlook (via ZOHO customer email hyperlink) and getting the correspondence to post to the emails in customer's account
How do I save my outlook emails directly to the customer's account, or potentials, etc. We have the outlook plug in, but nowhere can we find how to do this. Please advise.
Parent Companies and Subsidiaries
I have an account that is the parent of a number of subsidaries. I want to be able to enter all the subs in the parent company record. Can this be done and how?' If there are overlapping contacts between the parent and the subsidiaries, what is the best way to enter this information, I believe I read that one contact cannot have multiple accounts associated with it. Thanks
Not able to schedule new task
We have one user that is experiencing problem scheduling a new task. She clicks on new task, the window opens, and when she clicks on the calendar window to open for the future date she tries to select a date and the system kicks her out of scheduling the new task. This is not happening with any other user. Administrator has made no changes to permissions that we can discern.
Best way to import email?
What is the best way to import email (gmail) using the free version and not upgrading to Google email sync? My first thought is to simply import as notes using the Migration Wizard. It appears that Migration Wizard omits email on the option pick list. Thank You, Sean
Mail merge for microsoft office on MAC
I got a pop up when I tried the mail merge function on a few of my leads, saying that I need to download a mail merge plugin for microsoft office. I clicked on the download from here link and it took me to a site that shows a windows version of the download. I am on a mac (OS 10.6) and use office for mac 2011. Is there a plug in for me?
BUG: Time formula changes when users in different time edit the field.
For my quote name, I use the following equation. It automatically assigs a quote # that depends on the date and time that the quote was created. It works great! The only problem is that, let's say if a user in CST (GMT -6) created a quote on February 2nd, 2013 at 4:00 PM, then the quote name will be something like QXX-30202-1600. If a user in PST (GMT -8) opens the quote and then saves it, the quote name will change to QXX-30202-1400. If the CST user opens and saves it again then it will change back
Attachments & Notes
How can I limit permissions on viewing certain attachments & notes. The check box is greyed out. There will be times when we need to attach a financial document to a client and don't want everyone to have access to see it. Thanks, Gina
Would it not be a better idea to link Outlook emails to opportunities rather than contacts?
Linking emails to contacts makes it harder to follow an email trail if there are several contacts for each opportunity who in turn are contacts for multiple opportunities. Is there a work around?
Attachments & Notes
How can we change the permission levels on greyed out options like attachments & notes? There are times when some uploaded documents do not need to be seen by everyone. Thanks, Gina
How do you use Contacts differently from Leads?
We have been using Tasks/Potentials/Calls/Events for Contacts and am wondering how you use Leads differently. Any experience and practical differences would be most appreciated! Also, what do you do if a Potential isn't necessarily attached to a specific Company (it requires that you have something in that field)? Thanks for your advice.
Sharing information amongst contacts within an account
So according to the answer to my earlier question, it is not possible for Zoho to share information between a contact and an account apart from showing notes from just one field in an account. What suggestion do you have for cross-referencing information within accounts? I'd be interested to know how users manage accounts if they can't see what different contacts within that account are doing. For instance, I work with a travel agency who has 100 staff members. I want to know when looking at that
How are backup files formatted?
Specifically, when I request a backup, will the data be organized by tab? Or just a straight data dump?
No Mail Settings (for pop accounts)
Where can I locate the mail setting in my account? The following is not in my account Setup>Mail Settings> Mail Server Settings. When I hit setup there is no Mail Settings option. I tried organization settings also. Nothing there. Right now all my templates are just being sent to me rather than going to the email in the records they are linked with. I am guessing that it has to do with my email settings??? Maybe not but I'm trying hard to figure this one out.
Custom Auto Number not showing in Accounts Section
I'm trying to make an Auto Generated Account Number. I created it and in the layouts section dragged it into the Account section in place of the old Account Number spot but it doesn't show up when i go to Accounts page.
Adding a campaign to a lead
I have an assistant (role) set up to handle leads. Part of the tasks are to assign the campaign to the lead in the lead tab. When clicking ADD CAMPAIGN, it doesn't show any. However, when I am logged in as admin, I can see all the campaigns and can associate the campaign with the same lead. What is amiss? I checked the roles/permissions and have everything "campaign" related selected for this assistant role.
Outstanding IT Zoho Rep...
To whom it may concern: I would like to acknowledge, that the technical person on your Zoho team, Kevin has done an excellent job helping me to understand and use Zoho. I am not new to the company, but have been given the primary administrative duty for Salon Groupie, LLC for our Zoho account. Kevin is patient and well versed in all aspects of Zoho. Thank you Kevin, Sincerely, Joetta Lee Salon Groupie National Sales Director
Contacts
I need to be able to link contacts to multiple parent and child accounts, I dont see a place to do this. Also can you tell me how I can link the emails sent to a contact from a potential to show up on the potential screen of that particular potential? thanks Mary MarySP
Set contacts to multiple accounts
It would be great to be able to assign a contact to multiple accounts. One contact may be the CEO of xyz company but the CIO of another.
Assign and view activities to other members
I'm responsible for prioritising and setting up tasks for a colleague of mine. But once I create a task and put him as the owner, I can't see the task anymore. How do I view and edit tasks assigned to someone else?
Notes for Tasks - Display
While opening a Task, which is mapped to a Contact as well as Campaign, the "notes for the campaign" is displayed. How to change the display to "Notes for Contact" instead ? I have seen if the task is not mapped to any campaign, then notes for the contact gets displayed. But I would like to display task for contact even if the task is mapped to a campaign. Please help
Autonumber link between Invoices and Sales Orders?
Hi, I am trying to create a Sales Order form where an autonumber is created for each record. Manually I want to convert an individual entry to an Invoice. I would like the autonumber generated in Sales Orders to carry over as to create no duplicate records between the modules. Is this possible to do?
Having notes appear in all contacts for that account? (and 2nd Q about user access)
Hi guys, I met with two contacts and would like to have my meeting notes appear under that account, so that whichever staff member I access within that company, those notes appear. Would I be best to enter my meeting notes under Accounts to achieve this? Otherwise, what's the best way to have contact notes appear for all contacts within an account? Also, I have imported my contacts with lots of fields that I'd also like to appear under each contact's account. They were mapped to the Description field
Can't export tasks from Outlook
I'm trying to export tasks from a task folder to Zoho, but get the below error message when I highlight the tasks and select task -> export. "Select the \\mailbox - username\task folder to export" Please advise.
poblem importing accounts - column subjects not showing up when mapping
i have created a master account list and added customer fields in both the CRM and on my excel spreadsheet. when i upload the spreadsheet and go to map the columns and fields not all the column subjects show up. actually most of them don't except the standard ones that are in the CRM. thanks for the help
Zoho setup for dance school
Brand new Zoho user. I have a dance school that I want to track prospects and also register students in different classes. I offer weekly evening dance classes at 6:30, 7:30, 8:30 on Tuesday, Wednesday & Thursday nights. How do you customized contact layout to integration class times, dates, locations and dance styles (salsa,swing, ballroom tec.) Does anybody have experience in setting up a dance studio layout in Zoho? THANKS Wes
Can't try mass email on Enterprise trial
I have started a trial of the paid Enterprise edition so I can have a look at how the mass email works but the system is not letting me try it. Can this be temporarily enabled for me to try?
Is there an easy way to create a lead from a contact?
I'm new to Zoho and still learning my way around, but I don't see it.
Is Zoho CRM down?
Can't access it over the past hour
Any thoughts on how to set up master agent vs sub agent?
Hi guys, I need to figure out how to differentiate between a master agent and a sub agent when inputting potentials, so that my reports can show both. Any thoughts?
Decouple probability from stage of sale
Hello Zoho- I am trying to decouple the probability of a deal closing from the stage of a sale. They are not the same - if a customer I trust says "we are going to do this", then I can assign it a high probability, no matter what stage the sale is in. Can you please help me to do so? Also, in a related question - how can I put expected value of a deal (value*probability) into a report? thank you- Chris
Web to Lead Form Lag Time
We're trying to track the source of the inquiries from our web to lead form using google analytics. There seems to be a lag time between when Google tracks the conversion, and when it is uploaded into zoho. Is there a way to decrease the time between when a lead fills out a quote form on our website to the time it is uploaded into our crm?
Converting to a numeric value and adding dates
I'm trying to add a number to a date using the adddate function in Zoho CRM. The number is to be converted from a string function value. Have used the following formulae, but it just doesn't work: Formula 1 Adddate(${PurchaseOrders.PO Date},${PurchaseOrders.Pure Production Timelines}.toLong(),'DAY') Formula 2 Adddate(${PurchaseOrders.PO Date},PurchaseOrders.Pure Production Timelines.toLong(),'DAY') Formula 3 numeric=${PurchaseOrders.Pure Production Timelines}.toLong(); Adddate(${PurchaseOrders.PO
Can we have decimal values for list price?
We need decimal values for ${SalesOrders.List Price} field. For some reason the decimal value is getting truncated and it's not showing up when we add in, ie, We're only seeing $27 when we add in $27.50. This is a constant requirement and we're in need of this. I believe, this field has been defined as integer or something and that needs to be changed to 'float' - taking a wild guess. Can someone help me this please?
Custom field in formula
Is using a custom field in another custom field formula on your product roadmap?
How to have a direct access to website from memos in CRM?
Good morning, I would to know if someone could help me: when I introduce a website address in CRM (for example in memo for possible client) then, it is impossible to have a direct access by this address, is there a specific technic for that.? Thank you! Marie
vcard import contact owner
I'm about to import all my contacts to zoho CRM from a vCard export from a custom database. I have a contact owner for each record in my pre-export data. How do I format the contact owner in the vCards so that Zoho CRM knows how to import it.
Web-to-Lead form problem: using the space bar jumps to next web page
I have made web-to-lead forms in the past that all work perfectly in the websites they are on. But it has been awhile and now seems the new code generated is causing the use of the space bar, while filling in the form on the website, causes the page to suddenly change, rather than just giving the user a space while typing. I checked my old forms on my sites and they still work fine. Can anyone suggest anything, or is there a bug in the current form code being generated when creating the form? Thanks,
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