Monthly Report/Chart
I would like to create a report that shows the number of leads created in a particular month from a particular source. I would use this to evaluate our lead generation activity.
Designing zoho crm
Hello, I am using zoho CRM. I want to have more friendly interface for users, putting only fields required by user needs and rights, having possibility to insert links like "create an option" wherever I want... etc... how could I do that ? I do not want to create an app, zoho crm is fine I just need to optimise the interface. Thanks Nono
General Report
Hello Is there a way to create a Report by date that shows all activities ( Leeds, Accounts, Contacts, Cases, etc ) within our business CRM application ? I'm using the Free version of ZOHO Suite. Thank you, dmexboy
Problem with integration of Zoho mail in zoho CRM
Hi, i've classified 2000 emails of many contacts using folders in zoho mail. unfortunately, these emails (in folders) don't appear in the email area of my contacts... Help !
How can I add Quantities in a quotation (Any Formula)
Hi I have three rows in Quotation I want to show this total Qty in Print Preview. How can I write the formula for this?
Help Searching for Leads in CRM by Email
I have a large CRM with 10's of thousands of email addresses. I recently received a list from another one of my marketing tools and I want to cross reference it with my CRM leads. I have a list of 3,000 email addresses I need to find in my CRM. How can I search for ALL 3,000 leads at once? In a perfect world, I want to simply run a search that allows me to search any email field that contains johndoe@gmail.com, suziesmith@aol.com, bobbyjones@yahoo.com, etc... (X 3,000 leads) The only way I can figure
No option to select/view ALL contacts from IPad based CRM app
When logged into IPad Zoho and viewing an Account, selecting or viewing ALL of the contacts is not an option. Believe it should be
Multiple items not visible for selection within IPad-Zoho-App
When viewing and account. Do not see options to select or view the following items: - Attachments - Activites
Having a problem with Autoresponder Feature in Enterprise Edition
So I set up my autoresponder sequence per the instructions given in the help area. I have tested and never received any followup emails. Is there some sort of tracking to see if these are going out. We only upgraded to Enterprise for these feature. If it's not going to work then we will not pay the extra. Maybe I've neglected to do something correctly but the instructions seemed pretty straightforward. Matt
Usability Enhancements and suggestions
In general, I have been very pleased by the continuing product development and refinements. Zoho continues to be proactive and I appreciate the effort it takes to continuously improve the products. I particularly appreciate the work in improving workflow and adding macros to help automate functions and reduce the number of "clicks" it takes to use the program efficiently. Now that the "new" User Interface has been out for awhile I want to offer some suggestions for making ZCRM easier to use. 1 -
Posting with PHP & CURL
Can anybody point me to some example code for submitting a new lead? I have found several incomplete examples, but there doesn't seem to be any standard PHP code for generating tickets and inserting records. Thank you.
Surname in template
How do I insert a surname in a quote template? For instance, I want to say: Dear Mr. Contact Name, Here is what my code looks like: Dear ${Contacts.Surname} ${Quotes.Contact Name}, It does not work. I know I can set up a custom field but contacts already have a drop down box where you can choose surnames. Thank you
How do I associate a third party sale person to multiple accounts?
We have a large distributor sales team that works for a third party company. If I enter each sales person in the CRM and assign them to their company as a contact, is there a way to also connect them to their customers they service for us. I do not want to enter them as a users as they will not be using our CRM but have set them up as contacts within our system. Is there a way to either assign them to multiple accounts? Or is there a way that I can create a custom field within an customer account
Custom Fields - Mobile Apps
I am test driving this now for my sales team. So far, this looks very good. My question is this... If I add a custom field in the web version of the product, say to the Leads Form, does it ever go to the iPhone, iPad apps as well or are those fields there just standard? Thank you.
Define default events/ tasks
Hello, Is it possible to define a default event in Zoho CRM? For example, every event I create should per default have an email reminder 15 minutes prior to the event. Thanks
Email Marketing Made Easy with CRM & Zoho Campaigns
Hello, This week we launched a new product - Zoho Campaigns, the email marketing software that helps you plan and execute campaigns to reach and engage your customers. Well, that is not all! We have good news for our CRM users. For all those using the Professional or Enterprise Editions of Zoho CRM, we also bring to you a built-in integration between Zoho CRM and Zoho Campaigns. If you keep an organized list of all your leads, contacts, and account in Zoho CRM, you can now synchronize and get the
Web to Lead Form Wordpress SSL
Hi, Has anyone encountered a problem implementing the web to lead form on Wordpress? I have it running fine on a standard webserver and cannot get it running on Wordpress. Thank you, -Rich
transfer option or campaign
I've already asked this question two days ago but no answer :( (waiting for moderation) Could you please tell me if it is possible to transfer (mass transfer) options and campaigns from one contact to another one? thanks a lot!
Storing Credit Card Details?
Hi all, A general usage/security question here. We have card details for a number of contacts/clients. I know we can create custom fields to input client card details into our CRM so that their cards can be stored on file but I understand that is a major security risk. Has anyone safely stored client card details in their CRM, how does one go about storing client card data securely using a solution such as Zoho CRM? Or do we need integration with another system to accomplish this safely?
Hover Over Information on the Classic Setting Home page
I have been in sales for 20+ years and used everything from Salesforce to Zoho. I have a suggestion that may help many sales people using this system for daily prospecting. As most sales people are accustomed to doing, we make calls daily. We need to be able to see enough information on an Account to make the right decision to call now or later. To do so, you need more information on the Account and at the minimum an address including city and state. In my world, I have a sales territory that
Can you assign an account's address to a contact?
Hi, Is there a way to automatically fill in a contacts address details from the 'account' they work for? Ideally, we would like to update as we add new contacts but also en-batch with existing contacts. Is there a direct method or workaround that currently exists for this?
Help automating a task
I would like to find a way ti accomplish the following : I have a few email templates two or three of these templetes always require that i follow up with a telephone call normanly with in a few days,, anyone have a thought on how to accomplish the following: when i send am email from a predefined template a task is created to make a follow up phone call... sometime I will send a "batch" of emails it would be helpful not to need to go back to each one a create a task reminding me that I owe someone
How do I get to use the count function in formula field?
Hi there, I dont see a count function @ forumula field Is there any workaround -- apart from looping thro using ZC ZCRM integration tasks -Deepa Govind http://homepreneur-online.com/
ZOHO CRM does not stay logged in.
We have recently switched to Zoho and we use CRM constantly throughout the day. All of my staff are reporting that their sessions will not stay logged in. I have verified everyone selects the "Keep me logged in" option on login, and there are a number of different platforms and browsers being used, so it is not a browser specific issue. This is incredibly frustrating, as they may go to log a call, and they suddenly need to log in while on the phone. I have tried setting it up to log in automatically
Customer Portal needed for Wordpress Website
I need customers to be able to login to a portal where they can place basic tickets (requests) and view the status of previous tickets. Must be able to apply to wordpress website (hosted by GoDaddy). Is there an application for this function? And if so, how do I apply it to my website?
How to reverse "Convert"
Hi, I have a lead that has been converted to a potential. I now need to reverse the action and in the process, make sure that the lead is re-created. Is this possible? thanks in advance, Mohan
Importing both accounts and contacts in free version
Hi- I'm starting out with Zoho and creating new records.To populate the new records, I want to import the following types of data into CRM. I am using the free version which does not allow me to skip or overwrite duplicate records. I don't see a way to import all the following data in a single import. Is there? Account Name Industry Website Account Type Campaign Contact Name Email Title Description Lead Source
Insert Call/Telesales Script in Leads & Opportunities
We are going to have our telesales team / lead gen group use ZOHO to make outbound phone calls. Rather than have them flip back and forth between apps / tabs I'd like to insert a call script at the top of the lead and opportunity layouts so that they can read the script, then answer the questions in the fields I have already created to qualify opportunities. The issue I am running into is that all of the field options are for input rather than displaying information. I need a field or box that
Assign contact to multiple accounts?
I work with families and businesses. If a contact is a client with their spouse I consider them an account. I also want to associate each contact with their employer (account or lead). It seems that I can only attach one contact to one account. Is this accurate?
Transfer an option/campaign
How to transfer an option or a campaign from one contact to another one ?
Zoho CRM API: New Methods Introduced
Hello! We are very pleased to announce that we have introduced the following methods in Zoho CRM Developer API. Here's the list: getFields This method can be used to fetch all details of fields available in a particular module. Example: https://crm.zoho.com/crm/private/xml/Tasks/getFields?ticket=TICKET&apikey=APIKEY The above request will fetch all details of fields available in the Tasks module. For more details, refer our API Guide. getRelatedRecords With the getRelatedRecords method, you can
How to transfer an option or a campaign from one contact to another one ?
How to transfer an option or a campaign from one contact to another one ?
Can't see account name in iphone app potentials
I have many potentials that are the same name because customers are considering buying the same products, however when on my iphone app all i can see is the potential name, meaning i either have to add the account name to the front of the potential name or click through each potential until I find the right one. Adding the account name to the front solves the problem on the iphone but creates a really clustered potentials tab on the web browser. Is there any other solution to this? Thanks
Using Zoho CRM in a Cloth Store
I have a cloth Store here in Brazil and I`d like to use Zoho as a CRM and to control my inventory. I don`t really need Leads and potentials, I just need a list with all my clients and the purchase history. How can I implement it? Do I use the Leads tab to save my clients? Or the contacts tab? How can I subtract an item from the inventory? Its simple, but I wasn`t able to do it.. Thanks!
Adding the any of the 4 Zoho CRM gadgets to Google apps
I have signed up to try the CRM, I want to look at the Google apps integration yet I cannot add any of the gadgets. I have enabled the labs tool and pasted in the open social urls provided all come back saying Invalid gadget specification. Ensure that URL is correct and the gadget does not contain errors. I searched google and various forums but can't find any solutions Any help would be much appreciated
I want to attach a product to several accounts
How may I mass attach a product to several accounts?
Updatig attached documents in CRM
Is it possible to update documents attached to Zoho CRM and resave back to Zoho without so many steps? Thanks.
no response to nor related record in earlier posted question.
i published a question earlier today.. I cannot find in "My Area" Where would it be found?
Am receiving an error message when trying to add accounts
We recently resurrected our free zoho CRM tool. I am able to delete an edit accounts, so I deleted about 15 accounts and merged about 20+. When I went to enter some one new account, I received an error: "sorry you have reached the maximum limit in your current edition" I received the same error just trying to add a contact, etc. Any ideas?
Creating steps for managing potential records
Hi, At the moment we are leveraging Zoho CRM to email our developers when a potential record has been closed and won. We simply have an email template poppulated manually with what is reuqired and the required developer is sent the email containing the required tasks. I would like to know if the following is possible. When the email is created automatically create a CRM task record outlining the information from the email template or Automatically send out an email to the developers email account
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