confused a bit about company
All of our leads our companies and not individuals. How do I edit & search based on companies instead of people's names. Thanks
Default Field Value When Converting Lead
I have setup a custom, boolean field in my Contacts table that has "Enable by Default" active. This works as expected (default value = TRUE) when I select "New Contact" to create a new record, however, when I select "Convert" Lead, then the default value is FALSE. Is there any way to change this behavior or have I missed something?
"session timed out" for sorting by column
One of my Account views generates a "session timed out" alert message when I try to sort with some of my columns... but other columns seem to be able to sort okay. The alert message is generated immediately upon clicking on the column title, so I expect that it isn't actually a time-out.
new and couple questions
Hello and First of all Thank you for taking the time to help me get ZOHO started! 1- I can't seem to find where you can get the accounts and contacts to be viewed in ABC order. 2. Is there a way to link accounts and contacts? 3. I'm needing to import activity history from another CRM program (outlooks Business contact Manager to Zoho) How can I do this? I'll start with these for today tahnk you again for your help!
Setting up a report to monitor each rep performance
Hi Guys, I am new to CRM. I am trying to get reports to manage the performance by sales rep. I could not set up a proper report that will give me an overall performance of each sales rep ie what the sales rep did on the leads, the number of quotes he did etc... The idea is to have a dashboard to monitor what a sales rep is doing: conversion rate and so on... Is that possible? Thanks in advance, Alex
One Way Overwrite Sync of Calendar from Outlook to Zoho CRM
Is this possible? I messed up with time zones and I have to redo the first large sync. I deleted all the mirrored entries in the zoho crm calendar, so all the entries are now only in Outlook. But whenever I sync, even though I set conflict resolution to "outlook wins", I keep getting asked if I want to delete all my calendar items in outlook, rather than importing them all to Zoho. Similarly when I try to "export" they tell me the items have been added already, even though they've been deleted. I've
How to properly set up Price Books for selling shoes?
I am trying to use price books to give volume discount. Scenario 1: Say I have, a sport shoe. This come in various sizes. The customer orders 500 pairs of shoes in various sizes. I am tracking various sizes in Zoho CRM. So I have shoe size6, shoe size7... This in Zoho is considered as different products My volume discount start on 100. On some of these shoe line, say size 5 he only orders 56. So no volume discount. However, the rule for me is to give volume discount on the 500 not on individual item
Mail merge
Hi - I'm a newbie to Zoho CRM and absolutely LOVE it! Quick question - is there a way to do mail merge? I'd like to send a letter, contract, etc. to people in my contacts list. Thanks - Diane Darling (Diane@EffectiveNetworking.com or 617.308.0405)
Sales Rep Setup B2B2C
We provide retirement planning to the employees of institutions... We have vendors who's products we represent. They have call centers as well as external sales reps and their internal assistants, so we utilize the Vendors tab alot. We'll add new contacts under the Vendor Tab but they don't seem to show up... They do show up as contacts but don't share the address information except for the main phone number of the Vendors entry. I assumed they'd be available in the contacts section of the Main Vendor
Users Re-cycle Bins
How do I see my employees (USERS) recycle bins? I need to be able to monitor and take control of them when needed...any ideas?
Approve Leads
Just notice that the approve leads options (for leads capture on the website) is not showing on the lead settings (I use this several times per day). Is there any issue or something that we need to do?
Emailing quotes - Quote Name
Is there a way to modify the system to include the quote # in the title when sending via email Currently it only picks up the quote subject and names the file in that way. I would like it to include the quote number in the file name also. Is this possible?
If we upgrade to Professional or Enterprise can we then...
Dear Zoho, We are currently using/testing the free version of Zoho CRM in combination with the Outlook plug-in. We are a team of 3 people, expanding to 10. If we upgrade to the Professional or even to the Enterprise version can we then share each others contacts through the Outlook Plug-in into Outlook? Perhaps applying the role-based security/groups/data sharing functionalities? In the free version, this is not possible. Only the 'owner' can sync his own contacts with his own Outlook. We are desperately
Prevent to upload duplicate records
Hello, Our company works in B2C scenario where Mass lead import means each time importing of 300+ leads. Sometimes happens to have our existing clients (Contacts & Accounts) between those newly uploaded leads. Is there a way to check between Leads and Contacts modules for duplicated registers? If not, what is the practice that you suggest to prevent to contact our existing clients with an offer for leads (embarassing, isn't it?). Regards, Marko
CRM API : getMySearchRecords
Hello Could explain the syntax for searchWord parameter ? Can I make a request of contact where field name "company='zoho'" ? Thanks for your help
Reporting
Is there any way to do administrative reports on users? Stephen Bero
CRM API : update contact
Hello Could you send me a sample of content for update request of a contact ? I have tried : xmlData=<?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Contacts/updateRecords"> <result> <Contacts> <row no="1"> <fieldlabel value="Assistant">DONE</fieldlabel> </row> </Contacts> </result> But go usual error 4832 ! Url is http://crm.zoho.com/crm/private/xml/Contacts/updateRecords?loginName=${login}&apikey=${key}&id=${id} Thank for your quick help Regards
rstoeber.com redirect instead of zoho crm login
I was looking at something on the forum tonight and logged in to the zoho crm via the rstoeber.com website. Now when I try to go back to the zoho crm login page it redirects me to www.rstoeber.com. How do I get rid of this? Thanks, Stan
Viewing contacts/accounts/leads without editing
After a name search from the homepage (upper left corner), we get a list of search results and for some reason the lead or contact name field is never hotlinked to view it without editing it. The only way to actually view the info is to click on the edit icon to the left. How is this corrected? Most of the time we simply wish to view the record, not to edit it. Thanks. Stan
How to make a custom Quotation
The default PO number is too long for most companies systems to be able to input (what are you guys thinking..? that thing is huge) So, I set out to create my own number, and almost made it work! almost.. First I created a new custom field with auto-number field type, and I set the starting number to a reasonable 5 character value. Next I logged out & logged back in, because the field wasn't showing. Then, going to the page edit screen, I was able to drag off the 'old' Quote Number field , and drag
Unsubscribe from wiki
Where I can find "notification settings". I wish to unsubscribe from wish list wiki posts. Marko
Are Docs in CRM safe when integrated with Z Docs?
Is my current file structure in Zoho CRM (uploading pdf's to their relevant page) going to remain intact when CRM is integrated with Zoho Docs?
Scheduling Leads to call for the next day
I worked on 17 leads this afternoon. I converted one into a potential because he wanted a quote and I believe I can close next week. 6 leads are dead. The other 10 wanted to see some information about services. I want to schedule them for a followup date, so when that date comes I can be reminded to call them back. I created a new task in each lead that shows in progress, the 6 dead i showed task completed. How can I do this?
Cannot remove attachments associated with email templates
Try this on... Create a template email. Then attach a file. Save the template. Then lets say - OH Snap wrong attachment. Try to remove it. I can add more, but cannot remove attachment.
Duplicate Report
Please please allow a feature that could generate a mass duplicate report by name...and the ability to merge the record from that report...but at the very least a first name and last name duplicate report would be HUGE!!!
HOW MUCH DATA
I HAVE 3 FREE USERS.HOW MUCH DATA CAN I UPLOAD. I DON'T WANT TO GET STARTED AND THEN FIND OUT THERE IS A CATCH. PLEASE ADVISE. masartes
Old Version Message Box
I downloaded the Outlook plugin and installed it just now. The system keeps telling me that I have an old version and that I need to download the new version. But every time I download it again, it's the same message. I tried clearing my cache and cookies, I tried downloading it in IE7 and Firefox. I also tried downloading it on multiple computers and keep getting the same message. When I click properties on the download, it says it's version 2.11.15.0 - is that the latest one? This problem could
Error when editing Potentials
When I edit Potentials and click Save, a white page with some text and inactive buttons shows up and "Loading..." at the bottom (pic attached). When I go back, I get duplicate entries. So every edit creates a new entry. Using FF3.
Why login to "localhost:8080" or "crm.zoho.co
I created an account on CRM and was prompt to download some software to connect to the server, thru this address: "localhost:8080...." I also created another account for CRM thru "crm.zoho.com" which I dont need to download the server software. What is the difference between both of these? I am confused. Please help...
inbound email
Dear Sirs, First I would to thank you for the Zoho CRM! I Like Zoho CRM due to the functions and the price, both are great, but without a good email integration (inbound/outbound), I will wait and I am not going to use it as my full company CRM. Meantime, since I have to make business, I have to find an alternative solution (I don�t want to use the outlook(?) plug-in, I use Gmail/Zoho mail). Please could you (or some one) help to find a alternative solution?. I need some solution like an integration
Mozilla Ubiquity: Changing the internet
Do you have plans to incorporate Mozilla Ubiquity into Zoho CRM? The ability to add a contact or schedule an activity with a single call up line is only the beginning. The possibilites for utilizing a tool like this are endless. -james
Outlook plug-in: what is the status?
Dear Zoho developers, Back in June, I posted several 'need to have' features regarding the outlook plug-in. The most important one shown here below, including your reply. What is now the implementation status of this very important feature? Thanks! Maarten 1. Ability to sync any Account or Contact of which I'm not the 'Owner'. Various team members need to be able to have/share identical contact information within their own Outlook. your reply in June: As of now the contact sync is based on own records.
B2C lead to contact conversion doesn't associate potential
Hello, Newish to zoho crm and liking it so far. Trying to work out a kink in converting leads to contacts. The created potentials don't seem to associate with the contacts. I can open up the potential after its created and use the lookup field to plug in a contact easy enough. But it doesn't pull through automatically. Just curious if anyone else is running into this or if there is already a known workaround. Thanks, JH
Outlook plug-in: what is the status?
Dear Zoho developers, Back in June , I made some feature-suggestions re. the Outlook plugin. At that time, Gokul was kind enough to respond but gave no exact timing. What is now the status of the most important feature? Will it be implemented this year? Quote: 1. Ability to sync any Account or Contact of which I'm not the 'Owner'. Various team members need to be able to have/share identical contact information within their own Outlook. Answer: As of now the contact sync is based on own records. Already
Time-triggered WORKFLOWS and
Hi, I'm trying to evaluate ZOHO and i've come across the following issue (might be because of the edition, but nonetheless). Workflows sent to Contacts: - when invoice is due on certain date (in the future) - invoice status is unpaid ==> send email to main contact with notification about the outstanding invoice. For now, I can only send such emails to users and/or an additional email address, but the CRM would not dynamically target contacts already in. Also, the date should also be dynamic - such
Security Threat - Web to Lead Forms
Hi, We are recently evaluating your CRM tool and when we tested your web to lead forms, We found that your forms are not secure enough. So, we feel it best works if you either tie up with a unique userid or formid. Looking forward for your reply. Thanks & Regards, Sathish Saravanan S MD & Director - Business Development sathish@amulya.biz AMULYA Infotech Coimbatore www.amulya.biz
B2C Convert not working
i have set up for B2C and when i convert a lead to potentials it populate the potentials name. What am i doing wrong??? thank you in advance matthew
New Activity not linked to Contact that initiated it
When I create a SECOND Task, it does not get linked to the original contact. (It is then a "contact-less" task. 1. I go to a Contact 2. I click "New Task" 3. I enter the details, then click "Save & New" 4. I enter the details of the SECOND Task. 5. I click "Save". The FIRST Task (Steps 2,3) IS linked to the Contact in Step 1. However, the SECOND Task (step 4), is NOT linked to the Contact in Step 1. I'm sure this is a bug, as I can't imagine this functionality by design. Thanks.
Invite Colleague to Activity
I no longer have the option on my screen to invite a collegue to an event. Was this intentionally removed or is it a bug? Thanks, James
New Popup Reminders.
Thank you guys for the new popup reminders, they are great! The more features that you guys release, the less I have to use Outlook. Hopefully one day I will be able to delete it...or at the very least turn the table so that Zoho is my primary database and only a few items are sent to Outlook.
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