Linking contacts to an event
Hello, I would like to link different contacts that participated to an event, such as conference or seminar. Could you plase tell me how to do that? Thanks a lot!
Filtering entries within categories
Hi, I tried filtering one of our categories but no results are returned when I add criteria for the searches. Any ideas? Thanks! Ash.
How do you link messages sent from the Email tab to the Contacts detail window?
I sent a message from zoho mail to an existing contact assuming that it would show up in the Contact Detail tab under Sent Emails. It does not appear there. What am I doing wrong? Is there a work around if zoho mail cannot automatically link the message using the email address? Thanks. Liz
Final setup help needed.
We we are well on our way to setting up the CRM . We are a tech company that does VOIP business phone services. We have sales agents, and Tech agents that work at the customer sites. This CRM is great for our needs. Before we go to far and make a mistake it would be nice to have someone consult us that has setup one or more of the these things. 1. pay commission to agent on monthly recurring billing. approx %5 2. set up the email integration. 3. set up accounting integration 4. We need to find
Tracking Progress
I was wondering if there is a reminder function that would enable me to track when a first initial contact is made and set up reminders other than using tasks to automatically tell me when the same lead needed to be contacted in subsequent months? In addition is there a report function that allows you to track specific contact methods such as the last time specific leads were contacted by email, mail, etc? Thanks, Dapo
Cannot login to outlook plugin.
Hi, I have downloaded the Outlook plugin on a trial account, and installed. When I enter the password I recieve an error asking for the correct username and password. They are correct (I use them for the web based system with no issues) are there any likely causes? Thanks, Will
Problem accessing customised fields in new/existing records
Hi, I recently tried the free 15 day trial for the Professional Version and converted to the paid version on Friday. During the trial period I set up many new fields and re-organised the page lay out within the various Modules which I would like to retain and continue using. For some reason shortly after converting to the paid version something strange occurred. Whilst I can access my new fields and page layouts via "Setup - Fields List or Edit Page Layout" - they no longer appear when I create new
Zoho Mail emails not showing in CRM
I have just converted from CRM with Outlook plugin to CRM with Zoho mail add-on. I have completed all of the set up steps. I can successfully access my emails from the Email tab within CRM. If I select Add-To - CRM - Contacts, it creates a contact successfully. However when I view the contact's information, under the email section, this email is not displayed (even when I change the "showing" option to my (or any other) Zmail public user). With the outlook plugin, I could "attach/associate" an
Search Engine Inadequate
The search function/engine on the main CRM page needs to be much more intuitive. My old TeleMagic database had a search function that if you typed anything close to what you were looking for it would create a list to choose from INSTANTLY. A Zoho example; typing in Denis deBoule yields nothing on Zoho, typing in Denis deBoulle or even deBoulle will bring up the correct Account/Contact. That's a pretty bad search engine! Induna p.s. Since writing this I have been invited to try out your new version
Web to Support Ticket in Zoho CRM not working
Hi We've got your support incident management area setup in the Zoho CRM - but the form HTML that the system gives us is not working. Here is the code - we really need this to work - please help us - we really appreciate your help: <META HTTP-EQUIV ='content-type' CONTENT='text/html;charset = UTF-8'> <form action='http://crm.zoho.com/crm/WebToCase' method='POST'> <input type='hidden' name='orgId' value='14995000000032005'/> <input type='hidden' name='xnQsjsdp' value=YmFybmFieWRwQGdtYWlsLmNvbQ==/>
E-mail campaign
Hi, I'm a new Zoho user and I have a question about E-mail campaign. I tried to create an e-mail campaign with the "campaign" module but it doesn't permit to link specific leads, mail template, and so on; otherwis, If I use the "mass-mail" function thee isn't a way to link it to a specific campaign. In which way can I link a specific mal campaing to a specific mass mail? Thank you, Regards Silvia
CRM - Email Marketing
I've been looking at several on-line CRM solutions. Hands down, ZOHO has the best database and system. However, nothing is more important to CRM marketing than emails. ZOHO's limit of 250 emails per day and 2,000 per day for an incredible $100.00 per month is a deal killer. HyperOffice offers unlimited daily email and WebOffice will give us up to 10,000 per day. Any chance you guys are going to rethink this? Paul
work flow and check box
is it possible to create a work flow throgh check boxes if so can someone please expain.
Invoicing for services not stock items.
I am in the financial services industry in South Africa and run a small insurance brokerage. I want to use Zoho CRM to manage my client base and keep track of policies and claims as well as various other factors. I am trying to establish which modules to use and have had some success in setting up the system. My problem comes in generating policies and I see myself using invoices as policies but: 1. I need the invoice to be more service orientated and not item orientated. Stock on hand, qty etc is
Leads and companies
I deal with private customers who are not companies. I realise I cannot remove companies from leads but does any body have any suggestions. Can it be renamed.
Fast switching between accounts
Would be very helpful if there was a way to select between two accounts without having to log out and back in.
Customization of Contacts from Scratch with out the use of templates
Can I build a new Contact Form with CRM with all my own customized fields without having to used any CRM templates. Kind of like Creator works. Then, how would I build a calender to note appointments.
Outlook Plugin - Change Automatically Include Attachments
Hi Zoho In the Outlook Plugin when adding an email, is it possible for the check box for "Attachments" not to be automatically marked? When this is automatically marked, more often than not, our employees forget to unmark it if attachments are not important to include in the CRM. We therefore risk quickly to have too much information in the system and having to buy additional space than what is actually needed. I hope you can help with this issue. Thank you in advance for your help.
Edit Fields in Leads?
Is there a way to customize the fields in ZoHo CRM? We have fields with names like "Event Location" is it possible to edit the name of the fields when we import our data? Thanks!
Zoho Mail add-on for Zoho CRM
We host our email with IMAP, is it possible to get our Email within CRM without having POP3 account? Is Email forwarding an option. Thanks for your help!
Any news on when Zoho Calendar and Zoho CRM calendar will be sync'd
Hi, Any thing new on when the two calendars will be unified? Thanks Chuck
Angry Bird
Dear Sir Or Madam; Disappointed, angry and frustrated 1. We can't fetch custom field using CRM API today....... https://crm.zoho.com/crm/private/xml/Leads/getSearchRecords?apikey=veryangry&ticket=123456&selectColumns=Leads%28Industry,No%20of%20Employees,QQ%29&searchCondition=%28Last%20Name|=|Angry%29 We can fetch yesterday...... 2. I would like to know, how can we sell your products, if ZOHO change backend everyday? We can't sell ZOHO's products to customer, otherwise we have to fix the
printing a letter with saving history
Hi, I want to write a letter (several pages with page number and nice formated) to one lead (or contact) and print it out. I am not sure to be able to write the letter using the zoho writer. Especially with heading and footing and the page number. Will this be possible? When I use the writer to write a letter, it will not be tracked in the lead history. When I will use the Office-Plugin I will also not be able to get this Letter in the lead history. Is that true? Are there any suggestions? Mustafa
Organize Leasd by Time Zone
I am a new user to Zoho....if i wanted to organize leads by time zone, what do you recommend? Len L
Logo not showing up on Quotes
Hello, I am using the Professional edition and when I use the quote template, my company logo shows up in the print preview, but not in the exported pdf. The same happens when I insert an image using the insert image option in the template toolbar. Thanks for your input! -Jack
Font color in email
please add black to the color selection when creating an email
Contact Export
I have a few contacts on each account but when i do the export it only exports one contact on each account. how can i get round this?
How to retire a ZohoMail Add On to CRM identity and keep email history?
I have Zoho Mail Add-on for 3 people in my company. One them retired from the company. How do I keep all of the email of "retired" person in our CRM system? If I delete the user to free up the license, I'll lose all of their email. It appears that I'll have to keep paying for this email address forever to keep the email history. Is this correct? If so, it seems like the implementation of this feature needs to be redesigned by having all email that is be shared move into its own storage area inside
Contact email and phone number automatically added to Quotes
How do I automatically add the contact's email address and phone number to a quote? The billing and shipping addresses auto-fill. I'd like the email and phone to do so as well.
Automate Invoice & Purchase order?
Hi, I run a company that brokers a service and charges customers up front on the net. I use a gateway called eWay from my site. It would be good if I could automate an email as soon as a stage is changed (ie from lead --> Closed/Won) - and when the invoice is raised a purchase order is automatically raised to a vendor who we broker the services from. Is this possible?
Delete all accounts ? after rollback/history, still present !
I am new (Entr.Version),started importing into CRM/Accounts a 16000 accounts,but see, there are many duplicates, in spite of clone. I did rollback to clean the accounts,but data still there. How to clean up/delete all accounts.? Thanks William
How to make a report using data from web-tab ?
I got a app in creator and linked it in my crm. But when i made report, i can't use data from it. So how to make it ? Or how to make report in creator with template like CRM ?
Email viewed by Lead
Hi ZOHO team, I wanted to check if you have one feature. When I send html emails to my leads, is there a way to know if the lead has "read/opened" my email? Some other CRMs have this features and can be a big help in prioritizing those leads.
Sales Quote Automation
Regarding the recent blog post: Automate your Sales Quotes with Socket App for Zoho CRM here's my comments: I think this not only confuses users, but lessens the value of Zoho if they think they need to go elsewhere to do something that should work within ZCRM - or at least Zoho makes it seem like it should work, since Quotes are a module... If Zoho has Quotes within the CRM system, as well as Zoho Invoice, which does quotes (and maybe Zoho Books, I don't know) - why another 3rd party integration?
Automating Invoices and Purchase Orders?
Hi guys, I use Zoho CRM. We run a service where customers pay up front on our website through a payment gateway. At present we automate a workflow where an e-mail template skinned as an invoice is automatically sent to the customers the minute they pay us online and the web-lead form goes through. Is there a way we can automate a process with Invoices where, on stage change, a proper Invoice is sent out and also a purchase invoice is sent to our vendor?
Cannot call from Zoho CRM iPhone App with space in phone number
Hi, I just paid for the Zoho CRM iPhone App plugin, but I have discovered that it is not possible to call out from the app if the phone number contains space. E.g. number stored as ### ## ### instead of ########. Can you fix this sooner? Thanks, Håkon Kalbakk
Saving emails in CRM account
Hi, I'd like to save copies of emails sent from Zoho Mail in the relevant CRM account. Do I do this via the attachments option? Regards, Peter
Custom report bug
https://crm.zoho.com/crm/CustomReport.do When saving the page is staying blank. The custom report is create but does not work. So we need to take a allready made report and to make changes on it. I also notice that when editing the allready made report, changes work but filters disappears, so if I have to make a second editing that's not clear. Update : it seems that the problem is bigger on Google Chrome. On Firefox I find back filters, but with custom reports no way to find any data, even if no
Quickbooks
I am disappointed that there are no plans to support quickbooks properly at this time. Does anybody have a workaround, I have spent alot of time getting zoho to work for me however it is looking like I may have to find another CRM. -Seth
Possible to create report on last contract with people?
I would like to see a report that tells me the last interaction I have had with certain contacts, e.g., last email, lunch or phone call. Even better would be a report that filters contacts based on the last interaction being more than a set time period, e.g., 30 days, 3 months, etc. Is this possible?
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