Email Template workaround needed
Hi All, Our email templates have gotten out of control since we implemented the system a 18 months ago. We never really used the wildcard functionality so I have hundreds of the similar emails from each person on my sales team. The wildcard and add user signature functionality goes a long way to cleaning this up but each email template has a mandatory requirement to be from a specific user when it is saved. This works fine when a user picks a template and sends email one at a time but when the
Create User for CRM
I have create users and the invitations have been sent. This was easy. However, Zoho logins no longer accept the @ symbol. The Create User function sets the user name to the email address so now of the invitees can not login. The system does not allow be to change the login ID so we are stuck. How do we solve this problem? Thanks, Jamie
address fields not importing correctly
This is probably very simple but its driving me mad. When i export my contacts from outlook as a csv file and the import it into zoho the address fields are not populating correctly. The address is populating the first line with all of the address. the address format in outlook does not have commas to seperate the line in the address does this matter? I have 5500 contacts to import so i need to get this right. Thank you in advance matt
Converting some contacts back to leads (with the API) - how to create tasks
Hi, I'm looking into converting some contacts back into leads. We've made a few mistakes setting things up and using the API I was thinking of turning a few of these mistakes back into leads. Now I also want to port back the tasks associated with these contacts back to the leads. So my question is, how can I create tasks associated to a particular lead (or contact for that matter, since I assume it won't differ). thanks! Alef
.pdf's attached to sale orders are not coming though (100%) of the time.
I have noticed that in certain instances when sending out a Sales Order (through the 'Send Mail') option - everyone receives the email, but certain people don't receive the pdf'd Inventory Template thats attached by default. Is this a known bug? Is there any fix?
View report invoices and purchase order by subject
Hi, is there a way to have a report in which I can see the invoices and the purchase orders related to each other by the subject? I create a sales Quote > sales order > sales invoice always using the same "project" name. I create a purchase order using the same "project name. Can I create a report where I see them all together? Maybe in Zoho sheets? Thanks for your help Peter
Web to Lead Form
I need to know if there is a way on the Web to lead form to remove # of employees, Revenue and a few other things. I do not see a place to remove those options. ** I want to remove No of Employees, Annual revenue, Lead Owner (if I can) Then I would like to rearrange the layout. So it is in order: First Name, Last Name, Street, City, State, Zip Description, Phone, Mobile, email Thanks for your help
Zoho apps Integration
I have been using Zoho Crm for over a year now, I recently started playing around with Zoho Business and Zoho Projects thinking of dropping outlook, but at this point I don't think this can happen. 1. Calendar not syncing between CRM and Business Calendar and Projects - having just one calendar to manage is great!!! 2. No Blackberry sync 3. Task syncing between all apps- again one place to manage all tasks well any of those be addressed at all in the future?
Mailing lists
I'm trying to create a mailing list of my contacts in a marketing campaign. How do I do this. My goal is to create the list, mail, and then track response rate, successful sale etc.
Syncing contacts
Hello, I'm an SFDC vet now using Netsuite (shudder). Zoho looks fabulous! In SFDC and Netsuite, I've used an Outlook plugin (which looks similar to Zoho's solution) to sync contacts (owned by me) to my local Outlook install. Then, that gets synced through MS Exchange, and I can have all of my contacts synced over the air to my blackberry or palm, etc. I'm very interested in getting rid of the Outlook piece alltogether and going with something like Zoho+GMAIL or Zoho+ZohoMail. From the demo videos,
Please tell us what new features and bug fixes are in development
I think it would be very helpful for many Zoho CRM administrators and general users if Zoho would publish and regularly update a list of new features and/or Bug Fixes. One of the most frustrating things for me as I regularly read the forums is the generic response from Zoho that "our development team is looking at adding this into future updates". There is never a timeline and never any real hint as to when the feature or bug fixes might be available. If Zoho would share some of their plans with
Report Scheduler looses grouping when sending
We created a detailed potentials report that is grouped two (2) ways. When you view it in CRM it looks exactly as we built it...however when it sends via report scheduler it keeps on the first grouping and looses the other one. First Group is by Probability. Second Group is by Closing Date.This is a very importany report for us so please advise.
Importing Contacts Hangs
hi why does the attached file hang when i try to import into CRM contacts? "Uploading Import file..." never stops (in Google Chrome browser). If there's a problem with the import, the importer should stop, and display an information message. thanks
API Method - deleteRecords - Error 4500 Problem occured while processing the request
Sorry, I am realy disappointed by Zoho support. I developed API loader for Accounts table - tried to use it on a file that have 2000 recors. I don't know what happend, but in my CRM appeared 20,000 of empty records - i don't think that it empty recorsds were created by my API loader - I think that there is an issue with API, becouse I tried to load on small files (few records) and my loader worked ok. I called suppert to ask for help. Connected by desktop sharing. They told me that they can't help
Scheduling Reminders
I want to set up a workflow that will send a reminder to a person when they haven't followed up. Specifically, when the status of "review" (a custom field) is changed to "needed" I want to record the date and if the status of this field does not change to "completed" I want to send an email every week. I've looked and looked for info & finally decided I should ask for help.
first name in mass email not showing up
Hi When I insert the code ${User.First Name} into my email template and do a test email, I do not get anything where the name should be. There is a value in the contact I used? Please help.
Enterprise Integration?
Hi Zoho Team and Users Does anyone have experience with enterprise integrators such as RunMyProcess or BOOMI ? It's possible to realize pretty cool stuff (take a look at this) and I'm quite surprised that enterprise software integration is hardly a topic in the Zoho forums. Amongst many other things, I'm interested to link Zoho CRM / Zoho invoice with the Chinese SaaS accounting software Youshang.com. Thanks for your feedback and opinion!
Leading Zeros in Zip Code Field missing
When I use the migrate data from other CRM feature, if my zip code starts with a zero Zoho will delete it. For instance if I have a valid zip code of 06902, Zoho deletes the first zero. The default Zip Code Field is a text field and i've try using an integer field. Is there anyway to fix this? This is a very serious problem with Zoho CRM and I can't believe it can't import a proper zip code.
CRM API for Objective C
can the CRM API work in Objective C ? you had given examples in Java but can the same thing done in Objective C for Iphone?
Default Sorting
Is there a way to have the default sorted reports by date? For example, I have an open task report on my dashboard/homepage and you have to keep sorting it by date. It appears there is no sorting at all currently. It is important to see tasks with due date first. Lee
Working with simple functions in Zoho CRM Reports
This may be a very simple task but I would really like to know how to subtract numbers in Zoho CRM reports. I need to be able to subtract COGS from Total Sales in a customized report. Any information would be greatly appreciated. Thanks,
print privew
Hello ! I am trying to view and print new custom fields that i created in ACCOUNTS and QUOTES and INVOICES but i can not make it appear on print priview. What i am doing wrong? best regards Fabio - Brazil -
Track Calls Made
Hello, I am evaluating ZohoCRM. Is there the ability to track the number of calls my salespeople/users make on a daily of weekly basis? Would this be a report or a dashboard item? Thanks!
workflow task - how to delete them
Hi, We have workflow task for Leads and they are applicable if there was no conversion. Is it possible to delete task if we did conversion? Best regards, p
Print View / Send Mail
In order to be able to send mail via the 'Sales Order' tab you need to enable 'Print View' in the 'Profiles' settings. It took me half a hour to figure this out as it's not clearly labeled. (why would the send mail permissions be labeled that??!) Also, enabling 'Print View' also allows the users to print out all the leads, which is a major security breach for any company. I'm hoping this gets fixed asap.
Outgoing CRM Sales Order emails taking 15-60 minutes
Currently when we use the "Send Mail" button on the Sales Order it is taking at least 15 minutes and up to a hour for the client to receive it. The CRM is sending all workflow emails instantly and that's working fine. (which is weird as I'm having the workflows send e-mails to external email addresses, not the users.) Just wondering if anyone knew the reasoning behind this, and a possible solution? Cheers
Cannot export selected contacts to CSV
Hello, I have created a couple of lists within ZOHO Business in my contacts to export for printing and mailing. It only does all of my contacts, even though only the selected group shows. How can I get only one of my groups to export? I am using Mozilla, if that helps at all. This contacts application, along with the whole desktop feature is the main reason I am using ZOHO Business. Thanks for any help.
CRM cant log in
Whenever I attempt to go to log into the CRM app I an told I dont have an account. However when I try to create and account I am unable to and told the account already exists. Can someone help sort this out please?
report with first names
I would like to have the ability to put just first names in a report. My mass e-mail needs are done outside of Zoho and I need the first name, currently I can only add the full name. Can this functionality be added please? Thanks, Leo
Reporting pipeline to business partners.
I am ready to sign up for the Professional version but I do have one question which will determine of ZOHO CRM will work for me. Some of my products are from business partners with whom I must share a weekly update of all sales in progress for their particular products only. As I look at adding new Potentials I do not see where I identify the specific product I am selling to that Account. How would I do this and will ZOHO CRM allow me to easily produce and print reports for each business partner
Tag Cloud
Are you guys considering a "Tag Cloud" or something similar to add to ZOHO CRM? Please consider it!
Resetting / Changing the SO Number
Anyway to do this? I found the answer via google (http://help.zoho.com/portal/en/community/viewtopic.php?sid=de2fa0acc1ace03b29ba77aaa86400db&p=170447) but the link isn't loading and I can't see it. :X
Exporting Zoho CRM Invoices ?
Is there anyway to export the Invoices in Zoho CRM in any other format than .pdf? e,g; csv, etc. Cheers
error trying to create dashboard
trying to create a dashboard to show emails sent this week from a report system says i do not have permission...hmmm, I am the admin. I doubled checked and everything on the admin account is good to go. Please advise why this is stopping me from viewing a report in a dashboard.Thanks
New screen error - double windows
hmmmm....this has happened before in other modules. However this has never happened just trying to open the potentials tab with stock views. Worked fine a few hours ago... Please advise what is going on today guys.
Pages will not load properly
I cannot get the Vendor page to load. All of the other pages open, i.e. accounts, leads, etc. but whenever I try to open Vendors, the pages hangs up on " Loading". What is the solution?
Setting Reminders
It states the following in the manual: How to set reminders for activities? Ans: While creating event/task you can set the reminder in the range of 15 min, 30 min, 1 hr ... 12 hrs, ... 1 day .. 6 days, 1 week ... 3 weeks. To set reminders follow these simple steps below: Select a task or an event Click Edit in Event/Task details page and check Remind at and click Save. Note: Reminder function is available only in the paid version. However, I can't seem to find the reminder option....
Can we setup a direct login page?
I would like to setup a direct login page into the CRM for my users. Is that possible?
New User: Problem Importing Data
I've tried importing my contacts via .csv and .xls. However, the system just shows the progress bar for a prolonged period of time. I'm only importing 145 contacts and don't think it should take this long. Is there an import template or something I can use? Or, can someone help me understand how to troubleshoot? Thanks
Problem importing leads: custom field blank
Hi, I am trying to import about 1000 leads from a csv file. I'm using the free edition. I've created some custom fields in the Lead Field manager, and for some reason one of my custom fields does not import any information. The other custom fields imported information just fine, but one is just completely blank for every imported lead. I did not use any forbidden symbols or anything. Any ideas what the problem is? Thanks atorresala
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