Error in Potentials Settings
Hi, when I edit the "Page Layout" for the Potentials, I can't save my edit. Whrn I click save the program redirect me to the Potentials section (not in the setup section) and I see a blank screen. If it could be helpful for you, I paste it the link that I see when I click Save: Thank you, giordano
nulls in "Campaign Name" for Campaings
Hi guys, i am getting nulls for all fields (except 'CAMPAIGNID' which has real values ) for any campaign in response from zoho server. query is: http://crm.zoho.com/crm/private/json/Campaigns/getRecords {'selectColumns': 'campaigns(all)', 'newFormat': 2} user is administrator Please help!
Migrating to Zoho from Salesforce..Issues with Tasks/Activity
I'm migrating from Salesforce to Zoho. I have migrated our accounts, contacts, and opportunities (potential), but am having problems migrating the Tasks/Activity. I can't seem to map the fields correctly, or I'm setting something up wrong. Can anyone help me migrate my current and past tasks from Salesforce into Zoho? Please email me at mgibb@royalmedia.com.
Move search icon in Zoho CRM!
When I customize "contacts" the Search icon becomes invisible on the extreme right side. This is very inconvenient. Please move the Search icon to a more visible location, e.g to the left under 'View' menu. Putting things too far to the right is a problem. Web browsers display pages from the left margin, NOT the right margin! Again, "Find Contacts" and "Total Count" should be moved in from far right. There's plenty of space to move them in. At present they disappear, requiring click, click, click
A refund in Zoho CRM
Hello! If i have a refund of products, how can i do it in zoho crm? For example, i made an invoice with 4 products with price 2 euro each of them. Some days later, the customer returns them (for a reason), then i have to update the qty kai to give the money back. How can I do this?
Can I have multiple email senders?
I'm in Zoho CRM Mail > Setup > Email Templates > New Email Template window... Is it possible to get more that one email address in the "From" list? Or do I have to login to Zoho as a different user to create and send an email from my Office Manager account? My organization only has one user. Me. Thanks, --DJ
Problems navigating contacts
There needs to be some way of quickly navigating contacts. SORT BY LASTNAME Zoho CRM should provide the ability to sort by lastname, even though the order of the name remains "firstname lastname". Zoho CRM's present inability to sort by lastname (except by changing the name order) is ridiculous. SCROLL FORWARDS SPEEDILY Some way of quickly scrolling forward. I have 30,000 contacts, so I could easily have 2,000 Bs... how to get to the names beginning with 'Bo...' ? > A search for 'bo' produces all
Scroll down 'name' in contacts by searching for first letter of name
There needs to be some way of quickly navigating contacts. SORT BY LASTNAME Zoho CRM should provide the ability to sort by lastname, even though the order of the name remains "firstname lastname". Zoho CRM's present inability to sort by lastname (except by changing the name order) is ridiculous. SCROLL FORWARDS SPEEDILY Some way of quickly scrolling forward. I have 30,000 contacts, so I could easily have 2,000 Bs... how to get to the names beginning with 'Bo...' ? > A search for 'bo' produces all
Need Image Button on CRM Email Template Toolbar
The CRM Email Template toolbar is mising a button. The Image button. It's on every other toolbar. It's on this forum message toolbar. Why not the Template toolbar??? An image button would make it much easier to insert images to CRM Email Templates. Can we please have an image button on the toolbar? Thanks, --DJ
Dynamic contact record forms
I would like to have a different layout (and a corresponding set of Fields) for each type of Contact ie - Employee will have fields that would not be available in Supplier or Pospect etc. For example: the first available field on the Contact form page would be category: -employee -customer -supplier If I select 'Employee' category I will have only this-category-specific (UNIQUE) fields available ex: DOB, date employment started etc. If I select 'Supplier' category I will get a different set of fields
How to import a large database, where records do not always have lastnames?
We have a database of 30,000 records. Many do not have last names. Some do not have company names. Some do not have emails. There is no piece of data that all records have. What to do? Questions: 1. What would other users suggest as a strategy? This must be a very common issue. 2. Does Zoho CRM allow records to be indexed by something other than the last name? 3. Why not create a new, numerical column and index the records by this?
Product Pricing via API
Is it possible to get product pricing through the Zoho CRM API?
Reporting - Sales Persons Leads.
Hello, I want to be able to run a report to see how many leads each salesperson has been assigned? We assign leads to a person.....they will either close the lead with a reason or convert to a potential if there is an opportunity to sell to them. I can't see a way of tracking how many leads they have had each.......this is essential for tracking conversion rates. I can tell how many leads they converted but not over all assigned leads... Please help... Chris
Show hidden fields
It would be great if there was a button in accounts, contacts, etc. (in Zoho CRM) to show the fields that are hidden, because I don't want to see all of the data we have about customers all the time and I don't want to have to change the layout for the page every time I want to see hidden fields. Let me know what you think.
Add a second user to my free CRM-Account
Hi there! I have invited my employee to join zoho in order to work with the CRM. However, she is always asked, if she wants to join our companies account or open a new account. When she's choosing "joining the company account" there is a hint to contact the support. That's what we have done, but probably you already know what's the issue and can help ;=) Thanks a lot Beat
Help with product description.
Hi, this is drive me crazy... im trying to add a field of description on a produc, so, anytime i add a product i can be able to write a description. Actually, i only can add a unmodiffy description or a general. for example. on invoice... i want to add a produc like.... qty Description price total 10 apples and anything i want to write 10 1.00 5 Photos i take from Spain in holidays 5
Web to Lead form Issues in Safari!?
Any idea why the lead form works in every browser except Safari where it shows nothing but white in the iframe?
Accounts to Leads??
We have a large number of accounts with contacts and notes that should have been imported as leads - is there a way to convert backwards?
Convert Potential to Product (real estate)
For those of us in the real estate business (agents) the cycle goes like this: You get a lead on a house and if it pans out it becomes a potential Once you get the listing, the Potential is closed and labeled as "won" and then... The Potential becomes a Product - because you have to then sell the house that you just got a listing for. Is there any way to convert a Potential to a Product? My sales cycle goes: Lead --> Potential --> Product Thanks, James
Automating Web Sales process using ZohoCRM
The process flow goes something like this: Visitor to site ---> Pop up window collects Name and email ---> Visitor access sales page ---> Left sales page without buying? ---> (YES) Exit pop up script with new offer. ---> Left new offer without buying? ---> (YES) Send email with better offer. I would like to some how generate the release of an email if the visitor doesn't buy at the exit pop up script offer. I would also like for the 1) email address, 2) sales and product information sent to ZohoCRM
Demand management
I am evaluating Zoho CRM to see if you can use it to manage the demand. The idea is to capture sales forecasting and inventory of the members of a food chain and a worksheet to be used in the simulation of the sales forecast. Could anyone help me set an example in Zoho CRM?
Tutorials or Videos for Beginners
Does anyone know of a source for education on best practices for CRMs? I am new to CRMs and want to try to avoid making rookie mistakes. Oz
More ability to manage account from the homepage/dashboard
I use the homepage a lot to have a single place to look at recent and upcoming activities and keep an eye on top prospects. It would be nice to also directly manage activities from this page, for instance by closing tasks that have been completed. Currently if I want to close a set of tasks from the homepage I have to individually select each one, go to another page, close the task, save, and then manually go back to the homepage. It takes longer than it should, and makes the process feel cumbersome
Potential Details - create and add a custom details list
Is it possible to create a custom details list on the Potentials' page? It would be dynamically populated in the same way as other lists ASSOCIATED with a Potential: Contacts, Attachments, Notes etc. Every time I would want to add a new detail I would click 'New' in my custom details list (on the Potential page) and add a new detail (based on defined field structure). How do I do it? (a) from within CRM (b) can I add a custom-made database created in Zoho Creator to Zoho CRM Potential Details ???
Formula field does not appear
Hi, When I create a formula field, it does not appear on the Form, it only shows on the View list. Can you tell me what I'm doing wrong? Thanks. Henry
Purchase Order General CRM questions
Where can I edit the PurchaseOrder Template? In CREATE PURCHASE ORDER, the Address Information area has fields for "Bill To" and "Ship To". Can I populate the "Ship To" fields by picking from my list of Accounts? (This is for creating "drop ship" Purchase Orders). The Bill To field should be my own company address, why do I have to manually fill out the Bill To fields every time?? Thanks Adrian
Sort by City, State or Country
I need a way to search all of my contacts in a specific City, State or Country. The search feature does not appear to search on these fields.
Missing Lead
One of my leads, "Kimberly Lastly" is not found in my "All Open Leads" view. I've looked and looked, and can't determine why. Can someone please help? What types of things would cause a lead not to be found in my "All Open Leads" view? Thanks
Autofill required fields when creating a new potential?
We don't have a use for the majority of the required fields in the Potentials module. We don't have defined stages that would map to a probability percent, we only have a very broad idea of what the revenue on a project will be until after we complete the project, and just a general sense on if a prospect is near term, mid term, or long term. So we are creating new fields that allow for broad categorization of these areas, and I'm moving the required fields that do not fit with our business into
CRM Gadget for Google apps gmail
I'd love to try the new CRM contextual gadget but I didn't see any instructions on the zoho blog. I already have Zoho CRM integrated to Google apps. What is the procedure?
Mass Email From Potential Is Really Important!!!
I like Zoho and it suits our operation ok. You get used to having to preform manual work-arounds and for the most performs well. We work from Potentials mostly and either win or lose a potential depending whether we sell to them or not. We have various reasons we use for losing a potential one of which is NO Response. I really need the ability to be able to mass mail these potentials as well as the others and I can report and view my lost potentials but not m,arket to them.... A work around
how to remove cem plugin/feature from zoho account?
how to remove cem plugin/feature from zoho account?
do you know how i can add an expected revenue at prospect stage?
it seems that this field is locked when creating a new prospect, any solutions welcome (dont really want to create opportunity first as much of our business comes from existing clients)
Various Mass Email questions
I understand that there is not any way to Mass Email from criteria based on accounts, however there are a number of other potential ways if you can make this happen: 1. Email from Reports - you can create an Account / Contact report that generates the correct list, can this be used in Mass Email functionality. 2. Could you open up the ability to generate Custom Tabs, that could be related on both Account and Contact fields 3. Could you allow the ability to pull in related fields into a list view
Faking an email from 'within CRM' say from within Gmail...denote an email as being 'from the CRM' (or through the CRM)
I am using the Gmail to Zoho CRM plug-in, which allows me to add contacts directly from Gmail. I have also been able to access all of my Gmail email from within the Zoho CRM Email tab...this was enabled when I purchased this option. The great thing about this is that now I can see all the emails received from a contact while viewing their record, and if I use the 'send email' button within the record, then any emails I send to the contact will also show up there too. But, for a number of reasons,
Lead Missing from "All Open Leads" View
One of my leads, "Kimberly Lastly" is not found in my "All Open Leads" view. I've looked and looked, and can't determine why. Can someone please help? Thanks
Sociaal Media
Wat is de toekomst van de toepasbaarheid van sociaal media in de kader van klanten relatie management?
Edit Field Names
How can I edit the Field names
Email add-on in Quotes and other inventory tabs
Is there anyway when emailing Quotes, Purchase Orders, Sales Receipts, and Invoices to use the email add-on that is configured for our accounts? There is no way of telling if the email was undeliverable and we are unable to see the attachment in the sent email.
getting started
Good day all, I am just getting started in zoho. Myself and the company president are evaluating the program and are having a time getting going. I found zoho and signed up and started adding leads. I sent an invitation to our president to show him the program and the leads I input. he was not able to view my leads so I updated his user profile to see if that would help. I logged in today and his user info is gone. I tried to add him as a user again and it states that email address is already
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