Customizing quote to add pictures and custom details
I am looking at a few CRM solutions at the moment, one being Zoho, and one being Method CRM. I like both, and right now am leaning toward Method because of it's seamless integration into Quickbooks Desktop. However, It is PAINFULLY slow and very outdated compared to zoho. I have an issue with the QBWC working with Zoho, but that's for another discussion. My question- I need to send out customized quotations with photographs of the products and custom descriptions of the products I sell. I have
Zoho CRM and Outlook Integration?
My former employer used a competitor's platform that offered email tracking, meaning we could send an email from outlook and within the CRM receive notifications if the email had been opened or forwarded. Is this possible with Zoho?
Can I create a custom view/filter for a given module and have it used/available on my mobile app
I want to be able to create many custom views/filters for my leads, opportunities etc. and I have made a couple as we test out zoho, but we are unable to see them on our mobile devices. Can you please let us know if this is possible? Thanks, Brad
Possible To Do This Within Zoho CRM Home?
I'd REALLY love to try to customize Zoho CRM home more. Specifically, is it at all possible to add tiles/sections that do the following: - Add a very basic notepad tile? - How great would it be to be able to quickly jot a note within Zoho CRM home? I've tried, but can't figure out a trick or hack to make this work. Thoughts? I know there are stickies, but these are sort of irritating and just too yellow - Show today's events from Zoho Mail Calendar in a CRM home tile. - I know, this is a stretch,
Zoho Mail Calendar > Zoho Calendar > Zoho CRM Calendar
Ok, I'll admit it, I'm new to the Zoho world. It is a great world and I love it, but feels a little disconnected at times so be patient with my ignorance. I'm evaluating various Zoho products to migrate my company on to. At this point, I'm evaluating Zoho CRM and Zoho Mail. My question is: If I create, or a customer sends me a meeting invite, in Zoho Mail Calendar, am I able to see this/these appointments in Zoho CRM Calendar? I've clicked the synchronize with CRM app in Zoho Calendar, but nothing
How do I remove automatically assigned TERRITORIES.
By Automatically, I mean territories assigned by running rules.
Zoho campaigns to CRM - campaign not showing against contact
I've successfully sent marketing emails via Zoho campaigns, where synch contacts from CRM to Campaigns, send the email and then in CRM each contact has the campaign in the campaign area of their contact record and the member status changes (open, click etc.) It hasn't worked this time though. I can click on campaigns in CRM and see the number of Delivered emails, and when I click on "Delivered" I can see the list of people who received it, but when I click on one of these contacts, the campaign isn't
How to change gmail password in Zoho CRM
Hi, I recently changed my google password. Now I am unable to send emails from zoho. Followed the instructions https://www.zoho.com/crm/help/google-apps/synchronize-gmail.html Step 1: To configure Gmail in Zoho CRM, follow these steps: Log in to Google Apps. In the Google Apps Dashboard, select the Google service. Select Zoho CRM from Google's universal navigation. In Zoho CRM, click Setup > Apps & Add-ons > Google Apps > Email. In the Configure Google Email page, specify your Google Apps password.
Lead assignment
I want to have imported leads assigned automatically. I would like it to assign x number per day or assign an entire import of 500 leads evenly among the reps. Is either possible?
lead assignment
Our primary area of clients is North America but we get a lot of leads (mostly junk) from other areas of the world. When a lead comes in from our webform, I would like it to assign North America in round robin and all others in a second round robin. This will allow a more even distribution of the 'valuable' North American leads. I know that it will all work out in the long run but try telling the sales person that who receives 20 non North America Leads in a row and no prime leads. I have a rule
What is meant by a 'recently created lead'
In Zoho CRM, what are the criteria for a recently created lead in the default view for leads? Ie. is it a day, a week? Thanks, Benoit
Trouble Installing Outlook Plugin on Outlook 2016 on Surface Tablet
I've been able to install the plugin no problem on my Desktop at home as well as another laptop for another user, however when trying to install it for myself on my Surface Tablet it will not do it. The install looks like it works, however it is no where to be found upon application restart. Is it possible that the version of my Outlook is not supported or because I am using a tablet? Your help and direction is greatly appreciated. Warmest Regards, Brad
Deleting a report
How do I delete a report I created and no longer need?
How do I create nested dropdown lists?
I am customizing our CRM to support out company and we have leads that will come in from various industries, and sub groups of that industry, and sub groups of the subgroup. For instance, Industry is Education, but then I need/want to know what grades the school has, and then if that school is private, public or charter. So, how do I get the Layout to offer the user the ability to pic Industry1 in first picklist, and that choice triggers a 2nd picklist (industry2) and the choice they make in 2nd
Update some 10.000 fields depending on City field
I have to monthly update the shipping Cost to a certain City in Accounts Need some kind of script / tool / or third party addon to do something like: If City = "New York" then Shippingcost =100 else if City = "Houston" then Shippingcost = 200 else etc etc with upto 250 cities.. PS The file contains plus 60 K records/accounts Thanks for any ideas ! William
Customize products section in Sales Orders
Hi. I have two questions: I want customize products related list in sales orders to replace discount and tax columns with other product fields. Is that possible? When I go to costomize module is not option to modify this section. When I create a sales order with new sales order option inside purchase order, the new sales order inherits the purchase order subject value. I need account name and vendor name inherits too. It's any way to do that?Thanks. Carlos
customise classic view, different background colours for sections in a module
Hi, can we customise the columns in classic view, and are we able to create different coloured backgrounds for different sections in a module?
Mass Mail: How to hide @mailer1.zohocrm.com
Hi, Up until recently only my name apperead in the from field when i sent a mass email. Now, without changing anything, a long string appears which contains @mailer.zohocrm.com. How can i reevert it back to how it was before. Thx. Regards
Permission to access LEAD contact details to subusers - Feature not working properly
Dear Admin, My name is Srinivasan and I am the CEO of SG Associates - Builders in Kumbakonam. We currently have a Zoho Website account with you (sgakumbakonam@gmail.com) and we are extremely happy with your services. Recently I started exploring the capabilities of your CRM (Free version) for implementing the same for my company to improve the LEADS followup with our customers that we get from many sources (like telephones, website, online chat, sms, voice mails and ads in other leading websites).
How do I delete a custom report??
I couldn't find a way to delete a custom report...any hints?
Zoho CRM Sent Email Not Showing In CRM
Hi, When I choose Send Mail button in Zoho CRM and send an email, the targeted recipient gets the email as expected. But however, when I scroll down to the Emails section in Zoho CRM and take a look at my Sent and Received mail, I don't see this email as being sent. It was previously working fine but has seemed to have stopped now. Regards, Dwayne
My account is inactive
Hi Zoho, I have the same problem with my zoho email ID pvpvemas@gmail.com. I don't know why it's inactive when I use this email on a daily basis. Can you please help me on this? I have encountered this 1 times and with the same problem. I hope my account will be Activated.. Looking forward for your reply!
My account is inactive
Hi Zoho, I have the same problem with my zoho email ID pvpvemas@gmail.com. I don't know why it's inactive when I use this email on a daily basis. Can you please help me on this? I have encountered this 1 times and with the same problem. I hope my account will be Activated.. Looking forward for your reply! All the best,
How do i copy a field customization to more than one module?:
I would like to copy a custom pick list field to another module. Is this possible without having to redo?
Does Zoho have employees that consult on organizational solutions? Sales team?
Is there someone at Zoho that is willing to give a high level consultation for our company? We have Zoho CRM plus, but I am interested in help showing/explaining to the other business divisions that Subscriptions, Projects, Expense, Invoice and Reports would integrate well with existing accounting systems that are in place (company is not willing to move to Books yet). I've reached out to 2 individuals via email and no response.
I have had a problem with Zoho mail add in ever since the new version of CRM came out
I would like to know if anyone else has experienced this problem and if so is there a fix. We really liked that we could track email conversations between users in our organization and potential and existing customers. That ability basically went away once we were switched over to the new skin of CRM. We have had chat help and remote sessions and a couple of times it worked again only to later not work. We use chrome as our browser and have test it as well in firefox with the same result. Are we
Why would Merge Fields not resolve on email templates?
I am brand new to this but I'm tech savvy. I created modified an existing template. I added a simple merge field from Contacts.First Name. I even used the # to select the field. It looks like the correct syntax was entered into the template. I sent a test email to a few contacts....the merge field did no resolve....it had the field syntax. What am I missing? Thanks in advance. Matt
400535 5.0.0 Authentification Failed\n ;
Hi, I synchronized my Zoho CRM email with my Outlook account, the verification succeeded and all contact emails synched. I am now trying to email a template and keep getting this error: 400535 5.0.0 Authentification Failed\n ; What can I do to fix this? Thanks! Johanna
One way flow of stages
Is there a way to setup the permissions for "Standard" users whereby they can only move a Potential forward through stages, rather than forward and backwards. Thank you.
What happens at the end of an autoresponder sequence?
When a contact has completed the autoresponder sequence (i.e. received all the follow ups) do they just stay in the same opportunity stage? Is there a way to automatically move them to closed-lost when they reach the end of the sequence? Thanks!
How to autofill information from Contact to Potential?
Hello, I question of time management in that when we have a list of contacts with all of the info filled in e.g. email address phone number etc. When we then add a potential to them we have to fill all of this info in again. Well, our business has contacts as single people and so it is always going to be identical. Is there anyway to stop us having to duplicate this data entry? Thanks!
Help Tracking Contracts?
Hi! I am trying to track contracts via Zoho CRM. I have not found a very simple way to track this. Below is a brief summary of what I would like to include: 1. Contract dates - start and end 2. Contract includes... we have 12 services we sell over and over and over. 3. Dates that we deliver that service 4. Be able to run a report with open and closed items that are fulfilled and what is left to fulfill Thanks in advance for your help. Let me know if there is something I am missing or something else
Search records where field is empty
Hi, I want to use the searchRecords method (https://www.zoho.com/crm/help/api/searchrecords.html) to include multiple criteria. I am able to do so, however I do not see anywhere document as how to search "empty" or null? As well as "starts with". The format in the example in the docs is: (Field Name:Value) Is it possible to search for a field name that is not empty? e.g. (Lead Source:Not Null) - something like this? Thanks
Number of contacts in my Zoho CRM?
How can I determine the number of contacts in my Zoho CRM account? Drew
Change due dates on automated workflow?
I'm trying to set up automated workflow around events so that I am alerted about certain tasks in relation to the event date, not the date I created the event. For example: If I have an event on Jan. 28, I need to be alerted about a task for that event that's due one month before. Then I need another alert for another task that's due two weeks before the event. Then another alert for a task that's due a week before, and another one a week after. However, when I set up the automated tasks and due
What's latest in Zoho CRM
The latest set of enhancements in Zoho CRM include the introduction of sticky notes, updates in forecasts and personal settings among other. Read further to learn more. Create sticky notes right inside Zoho CRM! Sticky notes in Zoho CRM are a great way to quickly jot down details about a call, a task or any other information that needs to be easily accessible. These are personal notes and not visible to other users in your CRM account. Sticky notes are available in all Editions of Zoho CRM. Learn
Send Deal Information/Card Via Email
Hello, We're are a lead generation company and we're trying to use Zoho as our main CRM. However, we are need of function, a way, we can send/share the "Deal" card information with our External Clients via email (Or any other way that does not involve adding them as a use to our CRM)? Thank you, Shawn O. Media Maverick, Inc.
Picklist not available
I have a standard user account. I cannot find the change picklist values. Click Setup > Customization > Field. I only have : CUSTOMIZATION Modules Templates Copy Customization In Modules ther is no possibility to change the picklist values
Adding table to modules or repeating full sections as per need
Hi, In Quote form, a client is confirmed to buy certain number of our products with high level details when he we come to sales order, there are extra information comes from our production department for each product. and these details should only added in the sales order phase. now need to do one of the following: First: Can I edit the Product Details section or even add some fields to it?? Second: Can I create another table with same selected products and add my fields for the extra details??
Exporting Sales Orders from Zoho CRM to Zoho Inventory using Zapier
Hi I need to move Sales Orders created in Zoho CRM to Zoho Inventory. At the moment it is not possible to synchronise Sales Orders between the two modules. I am planning to use Zapier to do this. Can anyone provide me with some suggestions about how I can do this? John Legg Owner: The Debug Store
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