Web to Lead Email notice
We are new to ZohoCRM and during our implementation we are experimenting with the Web to Lead form. Originally, we had the the "approve leads" flag set to active and we would get an email message alerting us when a new lead posted. We tried a couple of other settings with assignments and deactivated the approval leads flag. We have since reset the "approve leads" flag to active, but have noticed the email alerts are no longer issued. Is this a "bug" or did this feature disappear during the SSO transition.
Single Sign-On
I'm not able to get into the CRM with single sign-on through Firefox (version 3.0.7). I can however get into it with IE. Is this a known problem?
Customized Fields
New here -- I'm customizing the fields - the new field shows in the field list where editing - however it is not available at the input screen or for page layout modification. Please provide direction. It is not addressed in the user manual.
No field information comes up for creating new records
I am evaluating the CRM and it looks good but if I select to create a new record, no fields come up to fill in. Do I need to tell the system what fields I want to populate? Thanks
No attachment in e-mail sent from ZoHo CRM
Hi, When I send emails from Zoho CRM with attachments I cannot see the attachments in the received emails in Apple Mail. This is both for: - email templates which I send to leads - emails with reports scheduled from report section The strange thing is when I read my email with Gmail I can see the attachments… Any idea what this could be?
Stock information with Quote and Sales Order
When creating a new quote the stock information is correctly update (the quantity reported in the Quote is set as "Qty in demand"). From this point on the Quantity in demand cannot be decreased by changing the status of the Quote or creating a Sales Order related to the Quote. For example even setting the Quote in "Closed Lost" the "Qty in demand" field doesn't decrease. The same happens with Sales Order: creating a new Sales Order the "Qty in demand" is increased (except that, correctly, if the
Fields Not Being Printed?
We have had a working Zoho solution for several months now, however in the last couple of days we have had the following problem ; All these fields are now not being printed from any of of templates $(Invoices.Qty) $(Invoices.List Price) $(Invoices.Total) all other $(Invoices.#) fields are printing correctly. Its just these three fields.. and its causing major headaches so any help appreciated. Nothing has been changed our end to cause this problem, so I am sure that its a Zoho issue.
Can't add any 'New' items & also can't view current contacts, leads etc.
Hi Guys, I can't add any new leads, contacts etc. The page don't show any fields to enter data. It just has 6 buttons for save, new & save and cancel. This applies for all the 'New' options. Also which may be part of the same problem when I view current contact details none of the details are showing. Any ideas on how to show the fields or am I missing something here? Thanks in advance for your help
I’m having problems accessing the CRM application
Can you kindly provide a contact to help me access CRM? Thanks, reta@ubilight.com
I’m having problems accessing the CRM application.
Can you please provide a contact to help with issue of accessing my CRM application? Thanks, reta@ubilight.com
How to add to CRM an existing user?
Hello dear Zoho team! I would like to add to my CRM instance an existing Zoho account. But I cannot - 'User already exist'. User would be happy to erase his CRM instance and join mine, but how? Please advise!
$(Invoices.Qty) $(Invoices.List Price) $(Invoices.Total) No Longer Being Displayed
We have been operating a Zoho CRM system for several months now without issue. However we now seem to have lost several of the fields when printing out anything from the templates we have created. In particular the following fields are no longer being printed $(Invoices.Qty) $(Invoices.List Price) $(Invoices.Total) and yet $(Invoices.Sub Total) $(Invoices.Tax) + others still are being printed. No changes have been made to the templates its simply not pulling the information from these fields. This
Grouping Tasks/Activities
Are there any plans to allow the ability to create views of grouped tasks? For instance, tasks grouped by priority etc.? I really need that. Thank You
Importing from ACT
Hi, I need to import several hundred contacts from Act into Zoho CRM. Each of my contacts in Act has several Notes (records). What is the best way to import them and also bring in the Notes? Btw, when would someone use a Contact? It sounds like everything would start as a Lead. Thanks.
Changing from Contact to Lead
For some reason, some of my leads were miscategorized as contacts instead of leads when doing a mass import. How can I change these to leads without manually entering them as leads?
Outlook Business Manager import all
Is it possible to import all of the data from Business manager? There seems to be links to the Journal where the notes are kept. Thanks, Mike
Seeking Coder $
Hello All, Looking for some help. Overview: We receive leads from a source via email, we would like them to automatically be added to the CRM ideally as a web-to-lead which would require final "approval" as the leads are usually not presented in the format we would like, i.e. proper syntax, etc. Option Tried: We would like to use a program called email2db (email2db.com) which is an email parser. The program allows us to do HTTP posts when certain conditions are met but we are unable to get the
Zoho Email masking
Hi, I have a query. Currently, when I send emails to customers from Zoho, the From email comes to be my user name. We have 6 users of Zoho CRM and all of them send mails to customers and currently, the mails are going out from their accounts. We'd like all these mails to go from support@ourcompanyname.com - this account exists. How can I configure this in Zoho ? Appreciate this. Thanks Nirat Nirat Bhatnagar
what is the function of Autoresponders
Hello, Could you tell me what's the function of Leads-Lead Tools-Autoresponders? On "Autoresponders" page, I have set "Responder", but I don't know how it work, what is the function of it? Thanks.
Renaming user IDs (Zoho ID)
I am republishing (archiving) this support ticket into the forum so that people with the same problem can find this useful information: --------------------------------------------------- REQUEST: > Dear Zoho, can you please rename user from > > Zoho ID > olgacervera > > to > > Zoho ID > olga.cervera -------------------------------------- ANSWER: > Currently it is not possible to change the user name that have been > created. However we are coming up with the option of changing the user name > in
Deleting users
Hi, I inadvertantly created 2 users with wrong email ID and it seems that there is no way to delete them but sending a request to customer support. Could you please send me the email address of customer support for CRM thanks Ed Deleting Users Permanently deleting a user from your Zoho CRM account runs the risk of deleting the data and the history associated with the user. We rather suggest you to deactivate the user so that no one can log into the service using the deactivated ID. Moreover, only
Mass Email Vendors?
Is it possible to mass email vendors? This would be very helpful.
Cant add user - says Zoho CRM ID already exists
Hi, I have just set up a free Zoho CRM account and loaded all my data from Salesforce. I then tried to add a business colleague as a second user but when I use his email address as his Zoho Id it tells me this has already been used. This is because my colleague was also testing Zoho and so has created an account. He has finished testing and I know want to add him as a user in the Zoho CRM instance I have created. Where can I go from here ? Thanks for you help, David
Is Zoho Right For Me?
Hi everyone! This is my first time working with a CRM. I was given the task to research into finding a great CRM, but at the moment, I'm not too sure where to actually start. Let me fill in some information, and hopefully someone might be able to answer :) The company I work for has a database of roughly 50,000 customers over the last few years. We would like to either keep in touch with recent customers by giving them either a thank you letter or a friendly phone call. We would also like to get
Transferring information from Maximizer to Zoho
We have been using Maximizer Enterprise 7.5 for quite some time. We want to switch to a simpler format. We have approximately 8000 companies in our data base. Is it possible to import/export the information (Name, address, city, state, zip, phone, fax, e-mail , etc.) to Zoho? How? We also would want to import/export documents, and notes from Maximizer to Zoho. Can someone help us with the procedure to do this? THANK YOU! We are not IT persons...we need help!!! Also...Zoho would be used on two laptops
Import from Maximizer
Is it possible to import Company, Address, phone, fax, etc. and other information from Maximizer Enterprise 7.5 to Zoho? If so...how? Can someone please give us detailed instructions? THANK YOU!!
Email History
Hi, Emailing directly from within CRM by selecting a contact is great. Too easy. However, where do I get to see my 'Sent' emails like I can in my 'Sent' folder in my Z Mail client? I often refer to my Sent folder in my Z Mail client to remember what I'd sent up to a few days before. How would one do that if emails originate from Z CRM? I can't see any history. I'd have to visit each person in my contacts list to see what emails were sent to them recently. It would seem that the mailing functionality
CRM Email reminders not working properly
when I click on a email reminder it normally takes me to the reminder today it goes to the CRM home page only and not the reminder any advice?
Outlook Plug-in STOPPED WORKING after SSO transition
Hello, My Outlook Plugin won't let me log in. After the single-sign-on transition, the login form says "you must specify a valid username and password" -- even though I am using the same username and password that still work on the website. I am using the Outlook plugin on Outlook 2003 with Windows XP. I am using version 6.2.5 of your plugin. Is this a known problem? Is there a workaround? Thank you...
CRM and Annual Maintenance Renewal by Products
New and trialing ZOHO and cannot find how to have a product allocated to an account with individual support renewal details (ie per customer renewal dates)? Basically each account could have purchased maintenance on a certain date, for any number of products and need a way of tracking renewal dates for each product / account. I have tried setting the support dates for a product and allocating to an account. However this refers to the global product and seems to require a separate product for
Invoicing electronically
zoho experts, I have a friend who has a chemical distribution business. I'm trying to help him using zoho. He is telling me as per regulations, he cannot generate email on his computer , print it and send it to his clients. He tells me, he needs to get special permission from authorities, use a dot matrix printer with a running sheet to generate invoices using computer. I find this odd and hard to believe. Can he not use zoho, create invoices, print it and mail/fax it to his clients ? Any pointers
ZohoCRM SSO migration completed; ZohoMail?
Can you please update us on the status of ZohoMail integration with ZohoCRM, since single sign-on is now implemented? Thanks!
Web To Lead Problem after Transition
Prior to transition, I had the following working: In Zoho CRM web to lead setup, I set the return url to: thankyou.php In the form itself, I had the following: thankyou.php?ID=<?php echo $_GET['ID']; ?> This worked, and zoho passed the url properly after recording the lead. In the new implementation, it does not work, even after creating a new form. I need a work around. How do I pass the variable to the thankyou page?
Mass Emailing can be done upto 250 mails per day
Hello, On Leads->Lead Tools->Mass Email Leads page,the third Tip is "Mass Emailing can be done upto 250 mails per day". I want to konw that is it refer to "the 250 mails could be sent by one account?" or "all accounts of the whole company could send 250 mails altogether? Thanks.
New Custom Field
Hello, New custom field, when more than 50 text type fields, the tip is "Field in the specified label alreay exists". The "Tip" shows: You can add upto 100 Custom Fields. But why I could only add 50 text type fields?
Assign leads to groups
Is it possible to assing leads to groups. For example I want all my leads coming from one source going to sales group 1.
System very slow
Myself and my sales team are expereincing some problems with Zoho CRM since this weekends transition. We are having very slow response times, system get stuck on loade, and has even locked up on us. We have had to close out of Zoho and start over several times. At one point it even denied log in. Is anyone else having this problem? Any idea if this is an issue all around, and when it may be fixed?
Very slow since update this weekend
Myself and all my staff are experiencing a very slow system since the update that was done this weekend. There have been several times throughout the day that the system has completly locked up, and we have to close out and go back in. The last time it did this it would not even log us in. Is anyone else having this problem? Any suggestions or help from support? Thanks
Creating new report with date substitution
Hello dear Zoho Team! Zoho CRM has built-in reports like Closing this month (potetials), Next 7 days + overdure (Activities) and some more. How can I create my own report where I can add filter like less then next 7 days for example? Thx.
Outlook Plug-In Not Working
As of Monday, my Outlook Plug-In is not functioning. Whenever I attempt to Log-In, I get an error message: Zoho CRM Outlook Edition You must specify a valid username and password. I have not modified my username or password, other than the SSO Migration change that was required at log-in on Monday. However, I have tried to use various log-in combinations, all to no avail. I was curious if my time ran out on my Outlook Plug-In Trial. If so, what is the cost of monthly use? Or, is there another
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