Hosted Dialer
We use a Hosted Dialer from AsteriskDialer.com and they offer an API for connecting the dialer to CRM's and SFA's. Is it possible to use it with your ZohoCRM? Pete DePalma
Problem entering new contact and getting company info SOLVED
I am working on a Zoho CRM structure for conversion of our company from Act, so I am new. Hopefully this is something simple that I am doing wrong, but it seems strange and this sort of thing would be a deal-killer for me because I don't want to have to enter all of the company information all over again for each new contact I create. I need to create a new contact that is in a company that is already created. I presume the steps would be: - New Contact button - enter First Name, enter Last Name
Web to Case bug
my last post did not submit properly. When you create a web to lead form you are asked to enter a result page or thank you page etc. When I use the web to lead form 1/2 the time it correctly sends me to the nominated thank you page as nominated when the form was created. The rest of the time it incorrectly takes me to my CRM home page , logged in and the case is not created. If i use the back buton and re submit the correct thank you page is shown and the case is now created please advise
Workflow task due dates
Hi I'm trying to create workflow tasks based on a Case being set to closed. I have the tasks creating OK; but I want their Due Date to be based on a number of days after the case is closed. I've tried setting the Due Date to CARRule trigger date plus n days and to WF Rule Trigger Date plus n days. The tasks are created fine whenever I close a case; but the Due Date is always set to today and not to today + n days. How do I set the Due Date into the future? Thanks
Quote and Invoice PDF's
Is there any way to format the text on an exported .pdf for a quote, sales order or invoice? It shows up fine in the app, for example in the description or terms and conditions, but as soon as you push it to a PDF in an email or preview, its a big BLOB of Text. It would be enormously beneficial if I could for example, format text in that space to emphasize terms or items in the quote. Perhaps similar to this . Is that in a plan or is it possible today and I am missing it? Thanks
Masup with ZOHO Creator embeded in ZOHO CRM
Hi, I would like to create a mashup using zoho creator and embed it in zoho crm. is there a way to embed creator apps in zoho crm? Thanks, R
Zoho CRM
New user here, after many months of evaluating different systems. I'm having problems with the Google maps integration- great feature but it doesn't work for me right now- is this is UK only issue? Surely it's trivial to pass at least the postcode as the query to Google as that's more or less enough for us. When I click on the map button it ignores the postcode altogether, so Google gets very confused and just shows me a picture of the whole of the US!
Help me! I can't login!!
Dear Zoho friends, by this morning I can't login into Zoho CRM. I'm sure that my login data are correct, but Zoho CRM says "Invalid login". Please help me. Thank you, Giordano.
Editing Page Layout Question [SOLVED]
When customizing the page layout. If I remove a custom field that was created will I lose the Field information that has been entered since it was created? For instance I'm going behind someone who has created a mess load of custom fields. I see that this person has created a field for first name and just renamed it to "Inquiries First Name". I want to Replace this field with "First Name". I'm curious will I loose the "Inquiries First Name" Information that has been entered so far? EDIT** I see that
Best Practices - Attachments & Docs in CRM
With an eye toward the future...I continually upload pdf's that correspond to products I have in CRM. What's the best way to organize my docs so that I will have minimal restructuring time once CRM is merged with Z Docs? Should I be uploading pdf's into Z Docs now and organize them there in preparation of merging with CRM later? Or should I continue to upload PDF's to my product pages as "attachments" and organize them later when Z Docs & CRM are merged? Thx, James
When is a unified calendar coming?
Hi, Like single sign on I thought by now we would have a unified calendar across all apps. Is this still in the plan. Are we close or is this a long while off? Thanks
Automated Appointment Reminders?
Is there any way to set up automated appointment reminders in Zoho CRM? I have a service-based business and set up future appointments with clients. I would like to have functionality to automatically email and appointment reminder to the client at a set time x number of days prior to the appointment. Does this functionality exist or is it planned?
Alphabet Buttons Stopped Working in Contacts
Hi, everyone, Sometime in the last few weeks, the alphabet buttons in Contacts no longer work. We have several hundred contacts, but when I push any letter, I get only a series of numbers on the page. Here's the screencast: screencast.com/t/XTBCslgwOW I'm running Firefox 3.0.3 on WindowsXP. My colleague, also using XP, has the same issue on his computer. Can someone help? Dan Dan Barnett Butte College
Outlook Plugin Question
Please can any one advise ? Is the outlook plugin only for online synch? or can this be configured to synch with a local installation of ZOHO Crm? Many thanks
Notification of web-to-lead and request for approval
Hello, I am new to ZOHO CRM and I am trying to create a following workflow: when the lead comes from the website and waits for an approval I would like to notify the person responsible and assign her a task of approving or rejecting the record. How can I go about it? Thanks, Pawel
Will not run reports on one user
Something strange is happening with my CRM-- when running reports on leads, contacts etc, one user is not working on its own. When I am running a report with all of the users, his records appear. If I run a report using criteria to remove all other users except for him his records appear. But, if I run a report using just his name as a criteria it tells me that there is no data. My reports run just fine for everyone else, and I did not change any fields between his reports and theirs. Any idea what's
Need to make Notes uneditable aftering saving
Is there a way to customize the Notes field so that after a note is entered and saved that it can't be edited or deleted?
Run Activity report that shows All Accounts
I would like to run a report for all of the accounts in a filtered list and be able to print out that report. A feature that I would like to request is that I can run this report and have every account that I filtered for print out whether they have had an activity or not. Currently, if I run an Activity Report, only the accounts that have activities will show up in the list. This will allow me to see all my accounts and which accounts I still need to contact versus which ones I have already contacted.
Next Zoho CRM Update
Any indication when the next major update will happen? I'm reading the forums and seeing a lot of responses from feature requests and indications that those are in the works. Just curious if you can provide any details as to when the next upgrade will happen and what new features/improvements will be included. Thanks, danjones
Web to Lead form field not showing up
Hi, I'm using a web-to-lead form on my site to capture leads in Zoho CRM. For the most part it works well; however, there have been a few times where it does not capture a field that has had data entered. Is this a known bug? If so, any resolve to it yet? Thanks, Chris
Web to lead - not working
Hello,I created the form as described in the help section. I integrated it into my website and it appears the way it should. Nevertheless. when I fill in the fields, and press submit, I cannot see the information into the CRM database not receive the email as setup. Any ideas or suggestions ?
Import : Documentation and advices ?
I am trying to import contacts, tasks, notes from Act!. My csv files seem correctly formatted. However 3 times out of 4, I receive a message from Zoho without any explanation : "Error occured in Data Migration while migrating the data from the null file ". Does it exist on Zoho a documentation or some advices webpage which could help me to import my data ? Thanks in advance. Mayeul
Import : Documentation and advices ?
I am trying to import contacts, tasks, notes from Act!. My csv files seem correctly formatted. However 3 times out of 4, I receive a message from Zoho without any explanation : "Error occured in Data Migration while migrating the data from the null file ". Does it exist on Zoho a documentation or some advices webpage which could help me to import my data ? Thanks in advance. Mayeul[/img]
How to Relate Account "Notes" to Their Contacts?
I noticed when adding a note to a "Contact," Zoho CRM automatically adds that note to that Contact's corresponding Account page....however it appears the reverse is not true. Is there anyway to add a Note to an Account and have that note relate to all of that Account's related contacts? Does the association really go one way but not the other? If not, let's contemplate adding a few lookup fields in the Notes section Thanks.
Creating a function - need help
Hi, I am having trouble getting a function to work properly. Details are: Form name: Student Field name: Status - it is a drop down with two options - "Actioned" and "not Actioned" The default entry on form success is "Not Actioned" I am trying to create a function so that in the View for the Student form I can have a button which enables users to change the Status field from "Not Actioned" to "Actioned" only for that record. Can someone help me out? Thanks a lot. Tony
Access denied to tasks?
Hi, I just set up ZohoCRM to test it out and imported a bunch of contacts. I then went to the home page, and see the module for Open Tasks at the top, but I am told: "Access denied. If you are the administrator, please update your profile settings. Otherwise contact your administrator to enable the access." I am the administrator (since I set up the account), and I've searched high and low for profile settings that would allow me to see open tasks, and I can't find it anywhere. What am I missing?
Available Field List -Grayed out, cannot move field names
I am working on "edit page layouts: Accounts" and trying to move newly created fields to the selected field list. The available field list is "grayed out" and I cannot move anything. Is there a separate editing area to do this? Please advise on how to make this work. Thanks.
Outlook Plugin Trial Period
I see that the Outlook plugin for CRM has a 15day trial. What will be the fee (if any) after that period? Thanks Luke
Import duration process
I have about 10 000 accounts to import into Zoho (from ACT!6) and 35 000 Notes records. How long it takes to be processed by Zoho once my csv files are ready ? It could be done during the week-end ? Is it possible to buy an individual assistance for this tricky operation ? Thanks in advance. Mayeul
How to name potential
When creating a potential, what should I use for the potential name? What I mean is, what is the difference between the potential name and the Contact name for example. Any ideas ?
How to track updates since last login?
Hello All, We have been using ZohoCRM for a while now and face a unique issue. Senior Managers find it hard to track the changes, updates and new record creations made by Junior profiles, since their last-login or last-check. When they travel, they actually have to be sent emails with links of updates made in ZohoCRM. How are Team-members/Peers/Subordinate updates tracked in ZohoCRM? Is there a recent-posts feature in Zoho like the forum scripts have? We are finding this as a big stumbling block.
Last price supplied
Hi, When quoting to a client we need to reference the "Last Price" at which the product was supplied to customer. As this data is residing, in the invoices in zohocrm, it would be nice if we are prompted the last supply price of the product at the time of quotation. Thanks,
Groups Access to versions of invoices etc.
I am looking at Zoho for a company with a number of offices, each office should only be able to access their data and any correspondence (invoices etc) should come out with their office details i.e. address, telephone numbers etc. Is this possible in Zoho
Launching Zoho Writer for attachments
How do you auto open zoho writer when opening an attachment in the CRM system? It wants to open a local application.
How to set up Revenue for Services?
How do I set up revenue projections in Zoho CRM for a Professional Services company that looks at all revenue as profit? There are no products sold, and no billable hours. We sell real estate and we get paid a flat fee when the deal closes, we get nothing if there is no close. More importantly, we get paid in 2 intervals...we get paid half of our fee when the deal is signed and we get paid the other half when escrow closes...which can be anywhere from 1 month to 1 year later. I have been trying to
Unsubscribe footer not accepting html
I add "Click here to unsubscribe" to footer then click on "View HTML Source" and add the html code then save. Whatever I enter, the code saved is: Click here to unsubscribe Please help
New Workflow Task Created Everytime a Lead is Save
I have created a workflow rule that creates a task for the lead owner when the Lead Status is set to a specific value. I have chosen to check the rule when the lead is created and modified, since this specific lead status may not be the specific status when the lead is created. The issue is that if the record is edited and saved when the lead is in this specific state, a duplicate task is created. First, I understand this is "works as designed"..... I just wonder if there is a way to set the workflow
Company name in new leads
Hello, I'm a photographer, and my clients are companies as well as individuals. Therefore, some of my leads are individuals (for wedding photography, etc...). In Zoho CRM, the "company" field is mandatory when creating a lead. Is there any option to change that? Thank you.
Unique fields
I have added a custom field called "Archive Number" to my 'Solutions' tab. I enter this number by hand, one by one. They match to a physical folder number, stored at the back of my office. I want this field to be unique, that is, no duplicates. How can I do it?
Additional Blank Tabs
Each business has their specific intake forms. Would you consider in future releases the capability to create new blank tabs. If that is not possible would you consider the ability to be able to remove all fields from existing tabs. Some fields in some of the tabs are currently restricted from being able of being moved. Thanks Nibal Elsaadi
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