Edit views
It would be nice to be able to use any field in the conditional view editor. Also, I would like to be able to edit the view of the open activities underneath my Opportunities or other sections. Logan Greer
DigiSign in Documents, How about CRM???
All, I really like that you have EchoSign associated with your Zoho docs. It sure would be helpful to have a digisign button on CRM Sales orders or quotes. I use a custom Sales Order template that I have clients sign and fax back to me. This would be a huge advantage if I could quickly send the sales order confirmation document via EchoSign. This would help in a big way by turning sales around faster. Would this be possible? Just a thought. Thanks
Customizing for Service Industry
I would like to know if Zoho CRM can be customized for the service industry. We do not have any products. We provide services on lumpsum basis. Each of our projects has a lumpsum amount and in some cases, a Change Order associated with the same project. Is it possible to customize this to a service industry?
Associating campaigns with EXISTING leads
From what I can see right now, we can not link existing leads to a campaign. We can create new leads inside a campaign. I hope that I am wrong, but if this were to be the case, it is clear that this feature is worth adding ( in fact we believe that this is a must have feature). A lead can be part of multiple campaigns. Thanks for considering this feature. Michel
Zoho web2lead Form Problems
I am trying to integrate the web2form into Joomla. I am using the plugin from Blue Flame. The problem I am having is the Zoho form fields use "First Name" and "Last Name" and due to the way the plugin handles the fields - cannot have a space - I am not able to get those form fields to parse and submit to Zoho. All other fields are working and submitting data to zoho except for those two. My developers and the Blue Flame are telling me that I need to change the form fields in order for it to
spacing issue in web-to-lead form in Joomla when viewed in different browsers
I am having a frustrating issue when trying to embed zoho crm web to lead code in to a web for on a Joomla website. The code inserts the data the to the crm without any issues, but the format of the form - spacing between fields and field alignment - looks very different between Firefox, Google Chrome, and IE. The main issue is with IE, there are unexplained large spaces between some fields in the form. Does anyone have any experience with this and how to fix it?
BPO ~ Sales Appointment Scheduling referral
I'm looking to outsource our company's sales appointment setting practice i.e., BPO Sales Appointment Scheduling. We'll supply the leads, just need someone to give them a call, qualify them, and schedule, change, or cancel sales appointment. Ideally, they integrate with our Zoho CRM. Any suggestions for such companies that can work for small business like us? I'm open to outsourcing oversea. Thank-you in advance. Regards, Tony Tony the Computer Guy, Inc.
Evaluation of Zoho
The evaluation of Zoho could be better on the Bsoco web www.bsoco.com which otherwise shows a good overview of the market.... If you have time add your vote and give support to Zoho! Thank you:-)
Cannot create a new report
I am trying to create a new report. I can input all of the requirements. When I click on the "Save" button I am prompted for a name and report information. When I enter that information and click save I get a blank screen with the url https://crm.zoho.com/crm/CustomReport.do. I cannot load the report. When I go to the main ZCRM screen and then navigate to the Reports tab and select the report I just created it showsno data. I click on customize and all of the parameters I set for the report are gone.
Can Zoho do it all?
I am on a Mac platform. I am currently using: - Salesforce.com as CRM - ConstantContact for email marketing (monthly newsletter to various groups) - Entourage for email - Excel for accounting I would like to use: - Zoho for CRM, email marketing and accounting/invoice - Mac mail for email (able to synchronise with Zoho CRM) Is this possible? If not, which parts should be handled by another service? Thanks for any insight Laurent
Forecast organization wide from individuals
As stated in the Wiki Note: In Zoho CRM, you cannot consolidate the individual sales persons' forecasts and provide the organization-wide forecast. This needs to be fixed, individuals need to roll to the manager/company. Any time line? Thanks -g-
Not receiving emails today via Zoho Mail or Mail within Zoho CRM
No emails have been delivered to my account since this morning. I have been using outlook to get my emails. What do I need to do to fix this?
Global Search Issues
In the last week several of our users have reported that the Global Search book in the Tab on the left side of the page is not working properly. When they enter a potential name it is not showing up in the search results at all. Has Zoho changed the Search function in some way?
VAT number field for new accounts.
To add new accounts I need to add the VAT number of my clients as well. Since this is crucial info in doing business, I suppose I need to look somewhere else to add it. thank you.
contact owner - select from group?
if i have users divided into groups (sales territory)...when i enter a new lead and want to assign a USER to that lead, is there a way to see only USERS of a particluar group in the "LEAD OWNER" lookup field? (so i dont have to see ALL the users, just users in a particular group)
Linking email
If I open a record in detail view and click on the email link, it opens Outlook. I can then send the message, but there is no record of that email logged in the contact detail. Is there a way to link the emails to the contact detail? Thanks. Bob Leeds
color Identifier for Events & Tasks displaying in Calendar.
Could we have the option to select from a list of colours or icons OR BOTH (maybe make it customizable) that can be selcted to identify an event in a calendar quickly as one thing or another? For example my calendar has a lot of bookings for childrens parties that do not require a balloonist. If i could colour them i could at a glance identify which are bookings that need a balloonist or a clown or are for a body artist or magician for example. When speaking with customers about availability this
2011 ZCRM Roadmap?
Today I went back and looked at the current posting of the ZCRM "Roadmap" to see what features and upgrades are on the horizon. The good news is that almost everything that was on the "original" roadmap has been addressed. After the updates posted on April 1 and April 7 only a handful of items remain open. ( you might want to update the road map to reflect the recent updates too) The Disappointing thing was that nothing has been added to the roadmap as Zoho has chipped away at the list of improvements.
Improved Editor Options and Managing Mail Add-on Users
Hello! We recently released the new WYSIWYG Editor in Zoho CRM that makes the editing and formatting options a lot simpler. Earlier, you had few editing options that could be used to create a template but now there are many more options that can come handy while creating an email template. You no longer need to edit the HTML code of the template to add the images. You can even insert images from your desktop, the images need not necessarily be the one hosted on web. You also have the option to insert
Email the contacts in invoices
As there is no possibility to create email templates using fields from invoices module, is there any chance we could have the option to send mass emails from the 'All Invoices' view (AND CREATE CUSTOM VIEWS) as you can with contacts. This would of course have to use the contact field (in the invoices module) the same way that it does for sending the invoice itself but on a mass scale. Eg. I would like to be able to send the same message to several customers all at once, who have bookings with us.
CRM mass email - related fields
Hello, When I'm sending mass e-mail to my contact list it would be excellent to relate contact data with quotes, potentials or some other module data. In that way all contacts could receive highly personalized e-mails with product info they've bought, price, date of purchase... Is something like this going to be implemented in near future? Now I must export desired data through CRM report module to CSV, and import it to external mass e-mail service (Campaign Monitor) to have that level of e-mail
Scheduling or allocating calls for other users
Should be able to allocate a scheduled call to another user, the same as allocating an "Event" to another user.
Sorting contacts by latest Call
I want to regularly work my Contact list so I reach out periodically to all my contacts. Can I run a report that sorts my contacts from oldest- to most-recent Call? Can something similar be done for Emails?
Time in another Country / City button
Time in another Country / City button: this would be very useful! I imagine it would be quite easy to implement a button on the ZohoCRM contact that would return the time in another country / city - it would work the same as the "locate Map" button that opens up a google maps link. I think the Wolram Alfa service would work perfectly... for instance this link... http://www.wolframalpha.com/input/?i=time+in+sydney would detail the time in the contacts location with an auto reference to your own
Zoho help in Arizona
We are a local telecommunications company based in Phoenix, Arizona and are currently looking for some customization help with Zoho CRM. We would like to find someone local but wouldn't mind offsite support. Specifically, we are looking to add several pieces to work order customization and the ability to display products on one sheet that carry both non recurring and recurring charges. Please contact me asap if someone can offer me a direction. Regards, Jason Duncan jduncanaz@yahoo.com 480-292-1958
Custom Fields have disappeared - why?
All my custom fields (all 22 of them) have disappeared from the "new contact" page, yet still exist & are visible in the "settings" pages, both "edit page layout" & "fields list". Ideas?........ Ta, Bob.
Assessment of a year of use zoho crm
Hello, This will soon be 1 year that I use and test ZOHO CRM. My company asked me to choose a CRM and a year before the test to see if you keep it or if they change service provider. We are 150 employees and what CRM can suit everyone if I select it. I appreciate ZOHO and the staff of the forum because they are very responsive and precise. What is missing from ZOHO: 1) You can not create good delivery 2) You can insert an image width of A4 in a quote, a banner at the top for example. 3) When you
Formula Field does not work with basic operator
I can't seem to find anything relating to this in the documentation or in the forum for what I thought would be a pretty basic function... Even an example in the documentation would have helped.... I have 2 x Currency Fields. I am trying to create a Formula Field which is the result of adding the two fields together. 1. How could I possibly get something so basic wrong? 2. How could something so basic have no documentation attached if the "logical way" of doing it does not work??? Formula Return
No name fields in 'new account'.
I never used CRM software before, maybe I'm missing something here. I want to enter all my clients into Zoho CRM, manually. Since they're all companies, I use 'new account'. For Account name, I use the company name of my client. I also need to put in the first/last name of the owner + his email address. Are these fields just missing or do I have to fill in this additional info somewhere else? thanks.
Populate data from Creator Web-to-lead form to Zoho CRM
I'm looking to get a customized web-to-lead form on our website. This form will capture our new client's details and auto populate their details in Zoho Crm>Leads. I know you have Zoho CRM Web-to-lead function already available but it's VERY basic and we don't have a coder to go through the actual embedding codes to customize it to our specific needs. I've built a web-to-lead form on Zoho Creator and it looks exactly like what we need. So my question is - How do we embed the Creator web-to-lead
send email later
Is there a way in zoho crm or zoho mail (I have them integrated) to type an email and schedule it to be sent later? Please let me know if this feature exists. If it doesn't, it would be very helpful (especially in dealing with time-zones and crazy work schedules). - thanks, Brian http://www.redpelicanmusic.com
Applying discount rates for specific customers
I am interested in using the Pricebooks section as you can apply discount rules to products. The problem is that you can only apply rules based on quantity of order and not to specific customers. I have customers that get a certain discount on products no matter how much they order. Is it possible to group these customers so that everytime they get a quote, the discount will be reflected for them? David
How to generate reports that include Notes information
I use a telemarketing company which does not have access to my instance of Zoho and are not interested in getting it. Therefore I need to extract information from Zoho in the form of a report about leads I need them to follow up and send it to them. Extracting contact details is no problem, but I really need to include notes from previous calls to them also. Is there any way the information captured in the Notes can be extracted in a report?
Need Help Transferring Information From My Site To Zoho
Im wondering can anyone help me. I have a website online mypmp.ie. On the site you can register for courses and FREE exams in project management. I want to know is there any way that when someone registers on my site can all their information be transferred to zoho CRM and the same with all financial information on my site. Please help and thank you
How to use Zoho to track a range of marketing activities over a group of leads
I am struggling to understand how I should use Zoho to track my various marketing initiatives over a period of time to a group of leads and the response I get each time. If I provide an example it may help. Say I gather a database of 1000 leads from various sources and wish to telemarket or email market to 100 leads per week and after 10 weeks I want to start the cycle again, how can I best use Zoho to track the marketing activity so I can see what approaches I have made to each lead over a period
Need Help With Bringing Info From My Website To ZOHO!
I have a problem and is wondering could some help me. I have a website up on the internet called mypmp.ie. You can register on the site to look at the information on it. My problem is when a user registers on the site i want all there details to go from mypmp,.ie straight to zoho instead of manually making excel docs and transferring that information. Also i want all other information related to people registering for courses on the site to be transferred over to zoho. Can someone
Google Apps - Zoho CRM login issue
Log in problem: Upgraded to Firefox 4.0 within the past week. Since then when logging into Google apps to access email and apps - I can not load Zoho CRM. In Google apps email when I navigate to "More" where Zoho CRM normally is active I get " Loading" which never resolves. I can access the CRM through the Zoho login page using the Google apps domain name. When I do get access to the CRM the data is slow to load into the Dashboard. Just FYI - I am operational but need additional steps to get there.
Export invoice to accouting
Hello, do you if exist a module to export invoices and expenses to Sage Coala ? thanks yo
Email All Users
Is there an easy way to email all users in CRM.? We want to send out announcements to all users. i got a zohomail add-on, thinking it would help, but doesnt seem to be the answer, or the WHOLE answer. thanks for your input...tk
Can I import accounts and theirs respectives contacts programatically?
Hello Guys, I'm wondering if can I make a program to import accounts and theirs contacts into zoho ? I'm just asking it, 'cause I didn't find any clue on the API documentation. Best Regards Juliano.
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