Events - features wishlist
I do a lot of webinars with prospects in my Leads list. I'm finding there are some features for the Events in Zoho CRM that would be really useful: 1. Add a main tab at the top of the screens for Events, not just Activities. I have to go into Activities then select my Events views. Would save a lot of time. 2. I use the Invitees section for registering leads for the webinars. It would be alot easier if you could click the name of a person in the Invitees section and go directly to their profile.
New UI Record Headers - Can we customize?
Will we be able to customize the record headers in the new UI? For example, in potentials, I have the following info in Potentials but it's not the preferred header info if I had to choose Opportunity Owner : Stage : Probability (%) : Closing Date :
Are You Sure? - suggestion for improvement
Zoho - can you add the selected action to the "Are You Sure" warning? Sometimes, I've thought I hit "Clone" or "Edit" when I mistakenly hit "Delete" and the "Are You Sure" warning pops up. Since the intended action is not repeated in the dialogue box, I have no way of knowing what button I clicked so I have accidentally deleted many things thinking I was Cloning or Editing. Can you modify the warning to repeating the action? e.g "Are you sure...you want to delete this record?"
Related information in "SalesOrders" module
Hello, In the "SalesOrders" module, the related information shows only 1 invoice. If i need to have partial billings, the second conversion is not possible so i have to duplicate the first one. The only way to have knowledge about the billing proccess of a sale is checking the "SalesOrders" module. So, is it possible that in the related information, i can see more than 1 invoice, if related to the same "Quote", so that i can figure if theres still anything more to bill? Thank you, Paulo Santos
How is everyone utilizing Zoho?
To be more specific...what functions is everyone using within CRM for their sales related businesses? Are you able to use reports to generate a log of leads-->accounts-->potentials for tracking purposes to show how your sales team is progressing? Are you using CRM to track commissions? Have you been able to customize your report criteria? If so, how? Any and all feedback will be very beneficial to our company, so please be as detailed as possible to help shed a little more light on the program and
Script error
Hi, I have installed the Plug-In Zoho CRM for Windows Office on my computer but I can't sign in on Word. I get the message: Do you know how I can solve this? Thank you in advance,
How to Import data to Custom Fields?
I have created about 5 'New Custom Fields' in the Accounts module I now want to import data from csv to these fields. However, I only seem to be able to map to a default set of Zoho CRM fields. Looked around in settings, but can't see anywhere to change. Help please! I like what I see from Zoho, but this could be a show stopper!
Error when trying to re-invite a user
Hi A user invited to the system has not received an invitation. I am attempting to "re-invite" but I get the following errors: "TypeError: getObj("freezeMessageDiv1") is null" (FireFox) "[object Error]" (Internet Explorer) Please advise if there is any other way to re-invite the user, or a fix for this error. Thanks
Show information from other modules
Hello, I'm trying to have information displayed about the module "Invoices" in the modules "Quotes" or "SalesOrders". Is it possible to show that information in the bottom related information field? Many thanks, Paulo Santos
Migrate Zoho CRM to Zoho Invoice (or upgrade)
I've been using CRM for a year, and now would like to use Books as well. However, it looks like Zoho Books only migrates data from Zoho Invoice. Can I upgrade my CRM to invoice in order to migrate my data to Books? Orm how else can I get into Books from CRM? Thx.
Family birthdates and anniversaries
I'm a photographer just starting to use Zoho. It's great so far. I'm just wondering if there's a way to track family birthdays, anniversaries, and other recurring dates? I want to contact my customers ahead of time to book sessions, send cards, and such.
CRM -Sheets view is randomly throwing errors.
This just started happening. I click Sheet View in any module and it throws this error. The workaround is to do a hard CTRL F5 reload on the page.
HTML Email Alert Templates --what is the best size for the HTML alert?
I am creating custom HTML alerts to configure in the Email Template module of ZOHO. What is optimal size for the HTML creatives? I would like to provide our graphic designer with the dimensions. Note: I looked in the Help file on the email template page and could not find it. Thanks! Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
Multiple listing of same accounts
In 'reports' section on crm I have some accounts that are listed several times, but I only have one account created. How do I delete these duplicates?
Outlook Plugin for CRM - Password not working
I have installed the CRM outlook plugin installed (after may repeated attempts) however when I attempt to login within outlook the password is not working and i get the error message "you must use a valid username and password" The blogs I have read state it's supposed to be the same as the Zoho login, can anybody confirm is this correct?. I have contacted support but have had no response so wanted to ask if anybody else could help me? I am not the first within our company to have experienced poor
Skype click to call and number formating
I noticed last September there was a similar enquiry to this. As a former Salesforce client, we were able to accomplish what we want and it appears Zoho is almost there...here's the situation. Using Skype as my outbound calling client, I want to take advantage of the callto: function in Zoho. Phone numbers in Zoho are properly formated when 10 digits are entered, however safe need 11 digits. Therefore if we put the one in front of the phone number in Zoho then Zoho isn't formatted properly. The
Invox -- users of this web-based phone PBX tool -- exchange tips and troubleshoot.
Just started setting it up. Couple questions: 1.) Can users easily transfer calls from the full price (phone lines) version of Invox to people in the same company? 2.) Google Analytics -- Can I enter in campaigns, change the campaigns by phone number, and still retain the older phone call data in Google Analytics? Or is any time I change the number all the historical is erased? Thanks for any help! It would be great is a discussion grows to support Invox so we can hash over features/apps as they
SMS marketing campaign from Zoho CRM
Hi Zoho team and followers of this exciting group of products! Referring only to Zoho CRM, what is the easiest way to send SMS marketing campaign from Zoho CRM? If it is not possible yet, than what tools can be used from other providers of SMS messaging that can be integrated into Zoho CRM and in that way have only tracking of SMS campaign through Zoho CRM. Thanks for your attention, Marko
Setting ZOHO Mail as default mail for ZOHO CRM
How do I set ZOHO CRM so when we click the email address in the contact record it launches ZOHO Mail, not Outlook. I would like to make it the default setting for the entire company. Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
Sending invoices and receiving payment
Hello - I'm a photographer and am looking at Zoho as a possible CRM. I sent this question to the sales office but haven't heard back so I thought I would ask here. * Can I can accept payments from my clients online or do I have to purchase the Books module? I have an authorize.net account. * does the professional level have automated reminders to clients for outstanding invoices? * is there a way to take leads from a wordpress site? Thanks
Can I get lead and company names into call reports? And what about phone numbers on the call log page?
We are paid users with a serious need for these items. Had we known this would be an issue, we might have kept shopping. And I'm not getting a response from our sales rep or support. Please help!
Reports that use relate table doesn't work properly
Dear Support, If I try create a new report using related tables, some fields isn't showed at report. Sample: If I chose Task and Potential and Account, to show at report task.description, potential.name, and account.name, the account.name is not showed. Could you help please. Thanks. Paulo Miguel.
zoho.crm.create task supports duplicate check
zoho.crm.create task which is a deluge wrapper for CRM's insertRecord API now supports duplicate check. Syntax <CRM Response>=zoho.crm.create(<CRM Module Name>,<Field values>,<optional duplicateCheck); where, <CRM Response> is the map variable returned by CRM as response. <CRM Module Name> is the name of the CRM module where the record should be added. <Field values> is the map variable that holds the key,value pairs. The map key is the label name as specified in the CRM module and the map
Zoho Sheets integration with Zoho CRM and the need to allow for lookup fields to be edited
Hi there, It is very handy for me to allow users to utilize the Sheets button when they need to copy and paste data into CRM from Excel. That is easy for users. Instead of trying to learn how to import. One problem we are running into, is that any lookup fields do not show up on Sheets. So when we add new rows, they are inserted to CRM with all the lookup fields NULL. That is a pain. But what makes it even *worse* is that the Mass Update feature, does not allow for updating Lookup fields.
Categorising accounts and contacts by location and industry
I would like to know if its possible to categorise accounts and contacts into locations and industries. Is this possible in Zoho?
MAJOR BUG - Campaign Potentials are not fully deletable!!!
I am busy working with the campaign module and have found a bug regarding all potentials that are attached to a specific campaign. Zoho does not allow these potentials to be fully deleted. After deletion the potential can still be found by running a report on existing potentials. It seems that zoho only partially deletes the potential but does not delete the Amount. Now I have potentials floating around in the system that have an amount but no contact/account or name. This effects all potential reporting
cannot create call reports
This just happened today. Suddenly, we can't bring up any reports on call activity
I am trying to follow the "insert Sales Order" Example. What am I doing wrong?
I am using this XML <SalesOrders> <row no="1"> <FL val="Subject">Zillium - SO2</FL> <FL val="Account Name">Zebra</FL> <FL val="Due Date">2009-03-10</FL> <FL val="Sub Total">48000.0</FL> <FL val="Tax">0.0</FL> <FL val="Adjustment">0.0</FL> <FL val="Grand Total">48000.0</FL> <FL val="Billing Street">test</FL> <FL val="Shipping Street">test</FL><FL val="Billing City">test</FL> <FL val="Shipping City">test</FL> <FL val="Billing State">test</FL> <FL val="Shipping State">test</FL> <FL val="Billing Code">223</FL>
my activities appear in all colleagues calendar
Hello, I have professional use of ZOHO CRM and I also have 2 colleagues using this tool. We took this professional use because we wanted to use the calendar sync of zoho calendar to google calendar. It does work, however if one of us (3 persons) put an new activity it appears in all our google calendar and not only in the one who created it. Does anyone know how to sikve this? Many thanks in advance!
Significant Data Problems over the last week
I want to let other users know about the problems our company has been having over the last week. Zoho has been notified about the problems via phone and e-mail. However, I thought it might be helpful for other users to be aware so they can benefit from what our company has learned. Starting last Thursday several reports that we have been using for the last 2 years suddenly started pulling in unrelated records from the Recycle Bin. When we reported the problem to Zoho they advised us to empty our
Web to lead multiple issues
Hi All, I've been trying to implement web-to-lead without success for about a month. I've been using an experienced Zoho CRM company but we've run into some serious obstacles. The core problem is the 200 or so spam enquiries per day that I have to filter out. The solution is a captcha filter when the user (or spam bot) posts an enquiry. But Zoho has no inbuilt captcha. So on our HTML site we implemented the advised solution promoted by Zoho. https://zohocrm.wiki.zoho.com/Web-Forms.html But spam bots
CRM calculation field: calculated live instead of on update or insert
Hi there, I'm wondering just how much I can make a calculated field that updates live? Example is AGE. If i am born in 1911, then I am 100 years old now. But if I make a calculated field for a record, and that record is not updated for two years, it means that in 2013, it will still say I am 100. This is a real pain. Is there a work-around? Mysql handles this type of thing beautifully. Thanks, David
Emails not attaching to contacts properly
It looks like e-mails aren't being attached to contacts properly unless they are the specific sender, or the first receiver on the list. However, all emails should attach if they are anywhere in the chain…if I send an email to two contacts, it should attach to both their accounts, not just the first one.
CRM Question regarding the Ownership Field
OWNERSHIP: What is the maximum number of fields that can be created in the pick list?
Outlook Calendar Sync BUG
Hi ! Each time I synchronize my Outlook Calendar with Zoho CRM, my appointments planned in Outlook at 15:00 are correctly planned in Zoho at 03:00 PM , but they are automatically modified in Outlook to 03:00 AM...!!! Can you fix this bug please ??? Is there a way to use 24:00 hour format in Zoho instead of 12:00 AM or PM ??? I'm using MS Outlook 2007 with Windows XP SP3 Thanks in advance !! Bruno
How to Connect/Attach One Lead Profile to Another
Is there anyway I can setup Zoho CRM to allow us to connect one "Lead" profile to another "Lead profile"? We only use "Accounts" and "Contacts" for current signed clients, not leads, because we only have individuals (and households) as clients, and not businesses. I was hoping maybe there is some custom field setup we can arrange that allows them to be linked, or some way to do this?
Please, please, finalize the Campaign Member(Lead , Contact) functionality
Hello Introducing of Campaign Member(lLead , Contact) functionality was really nice. Addressing contacts and leads by more campaigns is the core need of Customer Relationship Management. Nevertheless just 1/2 of necessary functionality is implemented. Let say that... 1. You email the Campaign target group and receive 20 out of office replies. 2. So you switch the Campaign Member state from "Sent" to "Out of office". 3. After 14 days you want to mail these "out of officers" once more... 4. And you
How to streamline the use of reminders?
I have what I assume is a common scenario among people in sales type positions. I'll have an initial call with someone and need to f/u with them in a week or two. So I create a task under the contact and set a reminder to email them next week. So a week passes and I email them, but then I need to remind myself to check back in another week to see if I've heard back from them yet. I'm not sure of the best way to set up this second reminder. Do people just create a new task, or modify the existing
SQL plug-in for reporting
The custom reporting facility seems to be quite basic. I've tried to write a couple of reports which I thought were fairly simple and can't get them to work as there is no facility to use a look-up using list / multilist field in both sides of a clause. Example: List field in Potentials listing the opportunity type. Multilist field in Accounts listing all investment interests which a company is interested in. Create a report where Accounts | investment interests contains Potentials | opportunity
Removing All Mandatory Fields.
Hi there, I am currently using the free version of Zoho CRM. Literally moments away from completing the perfect database but I need to know if it is possible to remove all mandatory fields? The reason I ask this is because I require the functionality to import a vast amount of data using an .xls file however it refuses to take in my records because atleast one of the fields within all the tabs is mandatory and there names cannot be edited. Also is there feature yet within Zoho CRM to create custom
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