How to properly setup Zoho CRM with Zoho Invoice
Hello, We recently changed our invoicing platform from an old filemaker database to Zoho Invoice for our magazine and its been a major improvement! We can now easily track our invoices, email them out and apply payments. I'd like to implement Zoho CRM to help us organize all of our leads, and better coordinate support for our existing customers. I've been looking through CRM and it's a bit confusing as we're strictly B2C. Looking through everything, I wasn't sure how to set everything up Leads -
Zapier integration
Having a problem with getting Zapier to work in connecting Hubspot and Zoho. Says that I may need to contact the ZohoCRM administrator to enable API access.
Change "Potential" status to "Contacts".
As I see it, "Potentials" are that, potential customers. If one or more have changed their status and are already customers, how do I change that? Is there a tool for updating the status?
Subscribe Zoho
Hello, I got the trial version of zoho with my personal mail. I really like it and know I would like to subscribe to the standard version. Is there a way to do it but using from now on my work mail, I already put some data that I dont want to type again. Thanks. Celeste
Bug fix required --> missing subject in automated emails
Hello, an urgent bug fix is required: Emails that are triggered by an alert have NO SUBJECT (empty subject field, despite properly set up in templat), when reaching recipients that are chosen from email recipient lists. HOWEVER, the same email DOES have a subject (as it should) when reaching recipients that are manually entered in " Additional recipients" field. Please fix and let me know, when solved. Thanks Maurice
Leads by Ownership
Hi zoho Team, Previously there was a option "Leads by Ownership" but mistakenly its got deleted from the report section. What should I do to restore that option? Looking forward to hear from you soon. Thank you.
Is it possible to get only the mail add-on
Hello, I subscrived to the standard plan. I saw the the email add-on is on the professional plan. I'd like to know if it's possible to pay to get only the e-mail add-on. Thanks
Getting dynamic data from Sage 50 to Zoho CRM
Hi I am wondering if anyone has linked their SAGE 50 to Zoho CRM? We are looking to get some dynamic data from a standalone versions of SAGE 50 over to CRM. This would include items like below attached to our clients Account in Zoho Current Balance outstanding Age of Balance Invoices (attached as PDF automatically) Thanks John
Highrise to Zoho CRM Migration is Not Yet Possible
After many conversation with support, and even sending them all of the files, Zoho does NOT support from a migration from Highrise. So this is a two fold post: 1) Let everyone know that it is NOT possible to migrate data from Highrise (37 Signals) to Zoho CRM. The reason why, is Zoho needs a csv. Highrise only export contacts via csv. But if you want all of the notes, documents, history etc. Highrise only can export that via a .zip file with .txt files for each customer. It is a lot more complex
How to Link a Custom FIeld in one module with a Parent Module
Hi, I am trying to assign a look up value in a Field of Custom Module. It only lets me choose the account name and doesn't let me search or add the custom field. Edited the 'Case' Module as 'Complaint" and within this module want to look up for a Field 'Customer ID' from the Parent Field "Accounts". The custom option gets saved but it only displays the account name and not the Customer ID. Regards, Minnath
Work around for assigning task to multiple people
I need to be able to assign a task to all users, and then whoever's available to complete the task will do so. I understand this isn't available, but has anyone found a good work around? Cloning the task isn't a good solution, the cloned tasks will just show up as open and I don't want to clean them all up. Thanks!
Covert Potential to Project
We use ZOHO CRM and ZOHO Projects. Is there a way to convert a won potential to a project? If not, is this feature in development? Removing the wall between ZOHO CRM and ZOHO Projects like has been done between ZOHO Projects and ZOHO Invoicing would make ZOHO an end to end business solution. This would be mad good.
Is it possible to create a generic report that can be run for any client (company)?
This should contain: All contacts at a company (need to be able to select the company each time) Name Job title Company name Contact level Contact owner Outstanding activities inc dates and description I know how to create a report, but not sure how to customize this so that the user can select a different company each time and still get the same level of information. Would I need to do something with the criteria settings?
Separate Database or Can Zoho Handle?
I'm in the process of designing Zoho to meet the needs of our startup. As I look at my customer funnel; I'm going to have: (exact customer state vernacular still needs to be refined) Prospects --> people who visit the website, download our app, and call us without enrolling at that point in time | | Leads --> people who take action from our lead capture channels and either sign up, or provide partial information | | Customers --> people who complete the registration and engage in our service | |
Sync with mobile edition
Hello, I have made some changes in the page layout of Accounts yesterday - with some new fields and different positioning - and the mobile edition (both iphone and ipad) are not reflecting these changes up to now. how long does it take to sync the layout?
Visibility in the Feeds
Hi there, I contact you because of an issue concerning the feeds, let me explain : We are four users, all of us are admins (except me as super admin) with the free Zoho experience. When user X post a statut, everybody can see it through the feeds but when user X update a lead or add a new one, I'm the only one who can see it in the feeds, why ? Feeds : All - Now. This is how I've setup the feeds for everyone, thus I don't get why nobody can see but me. We're all connected with the same time zone
Dialling phone numbers via computer
does Zoho allow calling via VOIP type system, where the contact's phone number can be clicked to make a phone call via the Internet on the computer?
How do I export sales team activity associated with lead
When viewing a lead in Zoho CRM there are activities logged underneath the notes of the lead. But when I go to mass export the data from the CRM, there's no option to export the activities associated with each lead. How do I do so?
Report format for notes
I have created an account activity report in Zoho CRM using the Accounts and Contacts modules. I would like to run the report for my sales reps and show the account information with the latest note in the account, not all the notes. How can I do this?
Report from contacts module to list all contact who have a voice message in their notes?
Hi, I think you can help me. Is it possible to create a report from contacts module to list all contact who have a voice message in their notes? Thanks
Can I run a report that shows Activities with a description?
Is it possible to run a report that shows the activities associated with a group of contacts? So not just 'event' or 'task' etc, but with some information from the description box e.g. Had a meeting with Joe Bloggs
Is it possible to add 'My open activities' to the activities module?
There seems to be every option apart from 'My open activities'. There is 'My activities' but this shows closed events and there is 'My open tasks', but not one which shows open tasks and events etc. How would I add this?
How do I change print permissions?
Some users do not have the right permissions to print. It comes up with a message that won't take them to the print view. How do I change this?
Event end date and time automatically updating when editing start date and time
Hi, If I have an existing event and I need to update the event's start time, clicking edit opens up the full event edit window. In there, when I update the start date or time, the end date/time automatically updates to be half an hour after the start time, over-writing the previous date and time. How can I stop it doing this to prevent the risk of saving incorrect end dates and times? Many thanks, Dave
Add image(s) on product
hello, do you add the possibility to have image(s) on products ? thanks you
Our Zoho is running very slow today
Our Zoho is running very slow today.
lock down information
is there a way to show that a particular lead/company/owner belongs a particular lead owner, but not display any other information? ie. joe smith from xyz belongs to Salesperson 1. Thanks
Converting accounts back to leads
Hi, Is there a way I can convert an account back to a lead? Thanks, Rayne
I need help on reports or views
In my zoho CRM I've got Accounts (i.e. companies) Contacts (i.e. persons) and Events (my comments each time I call or visit a client or prospect) I am trying do do the following report (or view I don't really care) : ALL the accounts I have contacted (i.e. for which I have at least one event) but I need only one line per account (not three lines if I have contacted this company three times) CLASSIFIED by the date of the most recent event WITH the description of the the 3 most recent events (or maybe
Changing a field's 'type' from Text to Multi-Select
I need to change a field that is 'Text' to a field that has a 'Multi Select' feature (ie. a pull-down menu). How do I do this please?
Delete CRM Account
Hello, I want to delete a Zoho CRM account I created with ID (info@bullbeardevice.com) and want to use this same ID as a user to my another ID. But it says that the account is a part of the organization and I am supposed to contact the administrator of that organization. But I never created the administrator Id they have mentioned ( administrator@bullbeardevice.com ). Any suggestions on how to delete this account?
Can I run a report on a contact view I have created?
I have created a view which shows about 25 contacts that we need to keep in touch with. Is it possible to run a report on these contacts only within this view?! I can't see the option for this when creating a report and I want to keep track of these contacts.
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Outlook contact sync to Zoho duplicate Contacts
When using the Outlook-Zoho Add-in, Outlook contacts are being added when they are already in Zoho. So every time he syncs his Outlook contacts to Zoho, we spend hours removing duplicates. So he is now manually entering contacts into Zoho. Is there a setting we are missing that should be turned on/off. I thought Zoho won't accept duplicates based on email address... Using Outlook 2013. Thanks, Carolyn
experiencia información Zoho Campain
chicos, Sería bueno para acceder a todos mis informes de la campain Zoho Zoho CRM, la idea es que los usuarios de CRM pueden gestionar sus contactos clics generados por cada campaña. Hoy solamente puedo ver algunos informes generados por cada campaña. No es una buena experiencia de las campañas de CRM debe ser una información más detallada acerca de la CAMPAÑA
Espero sus comentarios.
Is it possible to associate Products with a Potential via the API?
Hi, I am creating new Potentials via the API and would like to associate existing Products with the Potential via the API. I couldn't find any similar examples and have not been successful with various attempts. Is this possible via the API? Thanks for any help, Michael
Exporting funnel to excel sheet format
Hi Greetings! Can we export the funnel to excel sheet format? Kindly help. Regards, Lokesh Matas Offcom Systems Pvt. Ltd. India
RingCentral Popup Call Timer - make it movable or minimize
Please make the call timer window movable or let us minimize it. when we get a call it covers so much of the screen that we can't see behind it. And if we scroll to the end of the page and can't move the desired info up high enough to see then it is difficult to help the customer. We need to be able to see the CRM info that is behind the call timer pop up.
HTML FORMATING FOR EMAILS
My Marketing guy is crating HTML Emails how to I cut and paste the code so its formatted correctly and get the images in the email template?
Formulas from Salesforce to Zoho
We have integrated into Zoho, but now we are trying to duplicate formulas from Salesforce to Zoho. NEED TO KNOW THE EQUIVALENTS! One in particular is the CASE() formula field. What is equivalent in Zoho to that formula? HELP!
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