Synch my websites to Zoho CRM leads
Hi How can I synch my website to transfert leads directly to my CRM account.
Updating calendar activity breaks the related to link?
Just noticed something today that when I update a calendar item (change meeting time for instance) in Outlook and then resync to Zoho, Zoho seems to lose any related to info that I previously set. Is this a bug?
Address is displayed incorrectly
On the Leads layout, I changed the address section to display in one column. When I go to New Leads, the address fields are squashed to the right hand side. (When I view existing leads, the address fields display properly.) How can I get the address fields to line up properly? I've included a screen shot of the problem.
typing bug while while entering account name in the 'creating a new contact' page
While inside the Create a Contact page: typing an Account Name - the cursor jumps and won't type the word correctly. Does this in Firefox and Chrome. Driving everyone here crazy.
Change Field Navigation
Hi, I just rearranged the fields in our Leads layout. I want to display it in two columns, but I want to navigate top to bottom, then go to the second column top to bottom. How can I do this?
Scheduling calls
Hi, With my current CRM, we schedule calls to customers every three months if they have not contacted us in between. If they call us, we log the call and therefore the three months starts from then. Is there a way of doing this in Zoho? Mero
How to import Accounts including Contact information?
Hi, Can someone help me with this import problem: I want to import my accounts and related contacts from an Excel-file. All info (like Account name, Billing street, Billing code, Contact, Contact's Street, Contact's phone, Contact's address, etc.) are in the rows of that spreadsheet. If I try to import the Accounts I cannot map the contacts' info from the spreadsheet to the corresponding contact's fields in Zoho CRM. And on the other hand, if I try to import the contacts' info I can only map the
No contact details are showed when I try to look for a contact
I click on Contacts and select one contact. Then I get this screen with no details of may contact. How can I resolve it?
Note formatting
Starting a couple of weeks ago when my co-workers or I click on a note to view the content, the popup that displays the note is often very wide and you can't even read it. The only way we have been able to view our notes is through "Print Preview".
New to CRM have a questions about Direct mailers
I do most of my marketing via Direct Mailers to companies. How would you suggest I do the following: 1. I need to mail a brochure once a month to potential customers. 2. If they buy i take them off the mailing list, and don't mail them again. 3. If they haven't i continue to send them a brochure. I would like to use the "Print Mailing Labels" feature available. This way once a month I print the labels of the companies that need to receive a brochure. Do you have any suggestions on doing this? Thank
Need help reporting on Lead activity
I would like to be able to have both Views and Reports of Leads, with the most recent associated activity (1 to 3 most recent Events or Tasks). Lead Reports can pick up associated emails and Notes, but not Events or Tasks. Views are unable to associate other data modules at all. What I'd like to see is: Jane Smith Open Task - follow up call due 04/10/2011 Closed Task - Sent literature. 11/01/2010 Paul Johnson Closed Task - Update call 12/05/2010 Closed Task -
online appointment booking
Is there an application that works with zoho crm or within zoho that allows me to email multiple clients a link so they can book a meeting online with me?
Little question about API
Can someone help me to take a look, what's wrong of me? updColDet = "<Solutions><row no=\"1\"><FL val=\"Solution Title\">A112</FL></row></Solutions>"; updSolDetails = map(); updSolDetails.put("apikey", "8qtHdasqzbs3fd$"); updSolDetails.put("xmlData", updColDet); updSolDetails.put("id", 3411630041321); updSolDetails.put("newFormat", 1); updSolDetails.put("ticket", "109fasdasdf21fads6"); updateUrl = "http://crm.zoho.com/crm/private/xml/Solutions/updateRecords";
Can I make an activity for a client?
Hi, I'm currently searching for a CRM program that could be combined with Google Apps. Zoho is the one! :) But, I need a little plugin or possibility for my sales that includes following opportunities: 1. Create activities associated with my client. 2. For example I set up a list of clients who I am planning to call today. 3. When I make a call, I would like to click completed and write a text about our conversation under the client profile. 4. Now I would like to put next date to that client when
Document Management through Mail Merging
Hi, does anyone know if there is a workaround whereby Zoho will save a mail merged document (not an email) automatically under the contact/ account attachments section? At present, if you ran a mail merge to 10 people in your database, you would then have to save the doc on your desktop and manually attach it to each of the 10 contacts in your Zoho CRM. David
My wish list - after 1 year
I have implemented ZOHO in my organisation and it has been used in earnest for over a year now with us steadily Increasing the amount we use it. We have SAP in our organisation and ZOHO overcomes many of the limitations that SAP has. That being said I feel that there are a number of usability improvements that could be put into place and a quick scan around the forums would indicate that I am not the only one. So here is my wish list in no particular order Conditional display of fields in Account/Contact
Importing contacts with notes
Hi, say I have a simple contact csv file Title,FirstName,Surname,Organization,Email,Notes Mr, John, Johnson, Sweet days, jj@.sweetdays.com, "A lot of text notes, or other information" ...How can I import this contact information into contact section and Notes into notes section for that contact in ZCRM? Thank you for your help L
Font issue
As of today my description fields are showing a different font. This is true for accounts, contacts and tasks please advise
Please expalin the function of the button labeled "Save and Associate"
One of our users was creating a new potential. In that process she also needed to create a new account and new contact. She used the "new Account" option from the lookup pop-up window to do this. When the next pop-up window opened she noticed that there were two options she could choose: Save Save and Associate I have attached a screen capture of the pop-up window. I tried creating a test account and contact using the save and associate method and I could not figure out what that option does. I look
how can I have report on totals of count in groupings in the report and filters
Currently, when I run a report and group by a column value (such as status) I can't get a sub-total count of the number of records for each sub-grouping. The only totals it allows are for actual "values" such as "revenue" or "employee count" -- but I really need to show the number values. Also, for that same report, I need to filter out by lead-source...right now, I can only see it for the entire lead-universe. how can I filter by lead-source?
not working!
Hi, I cant seem to get my outlook plugin working. I installed it fine and used it for a day or two, it then seemed to be causing a few problems - crashing outlook, before finally giving me an error message that asked me if I wanted to disable the plugin, I said yes, thinking that I could re-enable it later, but I cant! If I go into the plug in manager the zoho plug in is not listed, and even if I uninstall and reinstall the plug in it doesn't show up! Is there anything that I can do to reenable
Zoho Outlook Plug-in suddenly gone
When I opened Outlook this afternoon to check my mail I noticed that the Zoho toolbar was missing. It was there last night when I shut down the computer, but now I can't find it anywhere. It's late on a Friday, so it's possible that I've lost my mind. And I'm a new Outlook user - I specifically bought Outlook 2007 just a week ago to test the Zoho plug-in for a client. I have looked for ways that I might have turned it off by accident, but I don't see anything to turn it back on. The contacts that
Entourage and Gmail update
I see from past posts that there were plans to include Entourage and Gmail plug-ins to add emails to Zoho. Have either of these become available?
Numerous emails to external entities from zoho crm
Hi, I have a question that I would like to be answered. I need to set up different emails, for pre-determined dates, to be sent for external users (could be CRM contacts). Example: you're a teaching enterprise and you need to send emails in defined dates to your students - 3 emails per week, for 5 weeks (15 different emails). Each email has to be sent to various students at the same time. Activities only lets you set up recurrent activities to crm users, not external entities. Could you please help
About Trial User [ restrict of the number of request ]
I am Trial User. this is available for 15 days. what i did is the following . 1. i selected the professional plan as trial user.(it's available for 15 days) 2. i added user.(user). 3. i added 250 datas to crm contacts using api.(i used own user id, password, API KEY) 4. i tried to add 250 datas to crm contacts using api.(i used UserA's user id, password, API KEY) about no.4. i could add only 25 datas and i got message by mail which notify data i added is over limit I am recognizing that
CRM - can't sign up!
I have signed up for Creator and have been exploring it and just now tried to sign up for CRM but it says my username is already in use - which is true, it ME! :) Does this mean one has to have a totally separate username/pass word for each of the Zoho parts one wants to use? (That doesn't make sense.) Also, when - if? - I do get signed up for CRM, it talks about putting other users on the program that they must have a Zoho account - is this different from the account one has for each part? Tks
Can i know rest of requests through program without checking web page.
user use system which is integrated with zoho. our system will insert a lot of data to zoho. so I want to know user's rest of request in advance. so that sysytem post request to zoho properly. and we don't have problem to go over the limit as well.
Conditions in email
We have a generic template set up for our clients. The problem is that in the message we refer to the persons gender as he or she. We know the gender in our lead form set as male or female. Is there a way in the email template to say: if lead gender = male then he else she. example: we will then pick up your Father when he is ready. we will then pick up your Sister when she is ready.
Purchase History & E-Commerce Integration?
Hi there, We are evaluating Zoho CRM and I have a couple questions. - What is the easiest way to bring in our customer purchase history? Right now I have a spreadsheet with all our past sales. I want each customer to show up as a contact (which I relabeled 'customer'), and when I click on the contact I should see the products they've purchased. - How can I link our e-commerce (which I am developing right now) in with Zoho? I would like online purchases, somehow, to show up in Zoho under the customers
Question on Web to Lead Form
I created a lead form in ZOHO. The form is below. When I copied and pasted the code; the first name, last name, email, and telephone number were missing. It is showing hear in the code but not showing on the design site in Dreamweaver or when I test preview it on the web.? Please Help?? What am I missing? <div id='crmWebToEntityForm' align=center><META HTTP-EQUIV ='content-type' CONTENT='text/html;charset = UTF-8'> <form action='https://crm.zoho.com/crm/WebToLeadForm' method='POST' onSubmit='javascript:document.charset="UTF-8";'
Zoho CRM on Blackberry
hi all... Sorry my bad english. I need know, how can I acess my Zoho CRM in a Blackberry divice. Regards
Update of fields via HTML Form as per Unsubscribe function
I current use code provided by Zoho to allow for automated unsubscribe from within my website (i.e. user supplies email address and form automatically updates the opt-out field associated with that emal within Zoho. I would like to able to do something similar with other fields associated with a specific email address (e.g. by only supplying email address I would like to be able to automatically update any other field for that user). Can anyone tell me if this is possible? Mark
Automated emails
Is it possible to generate automatic emails when a contact is entered on the database. And for instance tick if I check "product one" the email sent will mention the name of "product one" in the email thanking the contact for placing interest in this product. Thank you,
Sync problem
We have some Contacts that are not linking from Zoho to Outlook and there is no report coming up as to why. Can you help us diagnose this?
CRM Webservices
Hai, I Would like to integrate my application into Zoho CRM for CRUD(Create , Read,Update ,Delete) operation for all the entities.I need information for accessing the webservices from Zoho crm,
when the number of request is released?
I used Insert API to set data more than 250 times(about 260 times). then warning message was displayed to [setting >> CRM API]. and today's request is kept as 250 times despite passing 24 hours. when today's request is counted from 0 again?
Campaign to multiple contacts
I want to use the Campaign module to select a large subset of contacts (too many to do manually) and associate them to a campaign. I can't see how to do this! Can someone give me some guidance? Thanks
Notes Section in the Vendor Layout
We have Notes in Lead and Contact. Can we please add Notes to Vendors as well. For my business, Vendors, and the Vendor section, needs to be as robust as the Contacts and Accounts section. 50% of my work is communicating with people I do business with already. Thanks!
Tab Order
It would be very helpful if you could tab through fields from top to bottom on the left column, then move to the top of the right column and tab down. SalesForce has the option to set-up each section under the page layout to tab left-right or top-bottom. Since we have address information under our contacts, it is annoying to view the information with fields moving from left to right. It's much more pleasing to view the information vertically. However, if we display the information vertically, the
need example to add data in my ZOHO CRM account
hi i am new to ZOHO CRM i need a example to add info in my ZOHO CRM account .. i have from ...which was created using Web-To-Leads Form but it is not adding data in my account ..
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