How to mass update 'interests' in a multi-select field
I have just migrated to Zoho CRM and am very happy on the whole, but am trying to work out the best way forward with a thorny issue. I'm sorry if this is a really obvious question to you more experienced Zoho people... For all of my contacts, I record what their interests are. This is used to decide what articles or news items to send to them in Zoho Campaigns. I set this up as a multi-select field 'News Interests'. I've found that this approach is pretty neat and works really for building custom
Task Templates in CRM?
Is there a way to create a set list of templates in the CRM app? I'd like to add the same list of 5-6 tasks for prospects once they've been qualified, and I really don't want to have to enter each one every time. (I see this is an option in Projects, I just need it in CRM). Thanks!
How do I find future scheduled workflow alerts for leads?
I have automation for leads that will send timed emails at intervals after the lead status is modified. Once I modify the lead status, how do I then find the scheduled workflow alerts to confirm it's working properly?
Lead Forms don't submit from embedded HTML
Tried a few times and the lead form never submits the data back to Zoho CRM with auto-approve enabled and there's also nothing in the leads to approve.
1 Company with needs for 2 databases with separate information requirements
We currently use Zoho CRM for our Sales process and are very happy. We now find ourselves needing a CRM solution for our suppliers and partners so we can keep track of them as well. However, we require a totally different set of data and information on our supplier CRM. Is there anyway of doing this - keeping two databases with separate info for one account? There would be separate custom fields and no pipeline reporting for the "partner and supplier" database. Is this possible? Would there be a
Is it possible to have lnew leads emailed directly to a personal email address?
Is it possible to have lnew leads emailed directly to a personal email address? Or perhaps; is there a way to get an email notification of when a new lead appears in Zoho?
Forcibly open the notification popup window after closing it
anyone know how to do this at all, sometimes i have to close it down.
Notes
Is there any way to include the notes field on a report? I cant find it. Thanks. John O\'Rourke
Suggestion - Add a "Note Type" field to Notes
You should add a Note Type Field for each "Note" Note Type Examples: "Phone Call" email (Copied from a 3rd party email service) IM SMS Face-to-Face Meeting Trade Show Demo rossros
THE CRM ZOHO IS NOT WORKING??
WE HAVE PROBLEM,,,,,I REMEMBER YOU HAVE A SITE WHEN WE CAN CHECK IF THERE ISN'T CONNECTION. WHICH IS IT? I CHECK THE INTERNET, EVERYTHING OK THANK YOU
How do I give a user permission to create reports?
We have a user who has access to some standard reports we created, but I want this user to be able to create any reports he wants. At the moment when he selects the 'create report' button, it says he does not have the right access level to do this and to speak to the administrator. I am the super admin so need to know how to resolve this!
Is it possible to change the layout on a contacts page?
At the moment, the scrolling down order isn't very useful as it shows all the important information at the bottom of the page. Is it possible to change this so things like 'Open activities' for example are nearer to the top of the contact's page rather than at the bottom?
Possibility to see mails of other ZOHOCRM-User
Hi there, my name is Oliver and I'm a brandnew ZOHOCRM-User - and the new administrator of our Zoho-System - nice combination ;) My boss asked me to figure out, how he can have access to the mails of all co-workers. Can someone give me a step-by-step instruction for this issue? Thanks a lot! Oliver
Create a quote from leads
Hello, i'm trying to use Zoho crm to see if it is right for me, can I convert a lead to a quote? If yes how? Thank's for reply
how to change the folders from only me to others
Hi Team, I have created many folders and i have selected it was only me. Now i want the folders to be shared with others as well. Could you please help me on the same. regards, Shwetha
Though I add user . The user can not see my database . I could not reach customers , Firms etc. as user.
How can we see the database as a user .
"Next" button on Autoresponder's "Update Response" pop-up not working
Hi, I wanted to report that the Next button on the Autoresponder's "Update Response" pop-up. I get there by going to Leads > Lead Tools > Autoresponder > Update Response and clikcing the Next button in that pop-up window. Once I click the Next button, it just sits there "thinking". I have left it up for 15 minutes a few times, and have tried this over a few days. Here's a screenshot of what it look like. Can someone fix this? We need to see people in that list. Or can someone tell me how else I can
Email delivery status
Hi There. Is there anyway to check if an email sent through Zoho CRM has been received? I intentionally sent a test email using an incorrect email address but I have had no notification that it has failed. Thanks, Mark
Zoho CRM tasks not appearing in the Apple Aatch 'Taskz' app
Hey, I'd love to have my Zoho CRM tasks appear in my Zoho "Taskz" app on my apple watch. I've tried everything I can think of to get them to appear, but so far everything is blank. In Zoho CRM, I'm clicking on "Activities" then "Add New Task". I create a task, give it a deadline of today, set a reminder for today. Then I go into my Zoho CRM iPhone app and sure enough, the tasks all appear in the phone app. However, there is nothing there on my apple watch. I'd love to have task notifications ping
Having trouble saving leads info
I am having trouble saving leads this morning. What is the deal?
Cloning Potential does not clone Contacts
When I choose to clone a Potential, it does not clone all the Contacts and their Roles along with it. I then need to re-add 20 Contacts, and manually set each Contact Role for the cloned Potential. How do you clone the Contacts when cloning a Potential? Also the API does not list "Contact Role" as a field for insertRecords(). If we were to write a script to copy the contacts between opportunities, is it possible to update Contact Roles via the API? https://www.zoho.com/crm/help/api/insertrecords.html#Contacts
Default email settings when sending from contact
Hi, I found a resource that describes how to change the default fonts on outgoing emails, but this seems to only apply to the "emails" module. When composing an email from a lead or contact record (by clicking "send email"), the default font is still set as Verdana (even though I changed the default font to Arial by following these instructions: https://www.zoho.com/mail/help/compose.html#alink3) Can someone explain how to change the default font in the contacts email composer?
Why no support on Professional edition?
I've been on Enterprise for perhaps 2-3 years. With +- 11 users. I downgraded to Professional to evaluate if this edition would suffice me, as the cost of Enterprise was growing too high for me. Now - my Autoresponder - Thank you message does not fire. Not the workflow. The regular first time response. And I can't even lodge a support ticket. No support even though I'm paying +- $400 pm. Very, very strange policy, Zoho.
Fashion Company that needs to build an APP for Zoho
Dear Sirs, I am currently using Zoho as my CRM. I work with fashion so, I need some additional features that Zoho can´t provide. I am currently looking for a developer for it. Please, If someone likes to take the project, email me with the quote on michel@fashionroom.com.br Some more info. Active users: 12 Country: Brazil Years using Zoho: 3 best, Michel
View all activity history at a glance
What is the best way to view the entire activity history associated with a contact or account? If I am preparing to call on an account and I see that there has been past activity, I would like to read all the notes before calling. From what I can tell, in order to see the details of each task, you have to click on each task one by one. This is very cumbersome. Is there a better way?
How to get facebook for working for lead capturing? How to get the code into facebook
I have created a form for capturing leads using the drag and drop functionallity. How do I get this to a form in facebook? Zoho generates three codes for facebook, (embedded, Iframe and source) which one should I use? Thanks, Roger
Custom Module Number
How can I find what number my Custom Module is? I am writing a custom function that refers to it and don't know which custom module number it is.
Products can not be added to sales orders
I have a list of products(about 208 items) but not of them can be added to sales order, the problem is that i did product import one time all together, when i;m trying to find product through the 'add new line' in sales order module i can't find it, only option is to create new product, but in product module this particular record exists. Please help
Enabling IMAP in Zoho CRM & Mail
We upgraded our CRM subscription software for the express purpose of using IMAP. I understand you are in beta and still working on the integration for IMAP with CRM and have removed the email tab in CRM until that integration is completed. So....we went through the process as instructed to enable IMAP. The tab went away as expected. So we are sending emails from CRM with history showing up fine. However, not seeing any incoming email in the account. So.....we went to Zoho email to retrieve
how to display contact (primary or any/all) in Account View
Hi I am trying to get the crm to show contact(s) under the account view. How would we show either a primary contact or at worst, all contacts? Thanks
Quotations - Recurring Price Field Needed
I'm finding it so difficult to setup Zoho CRM to manage my Upfront and Recurring pricing structure. I know the Zoho CRM quoting functionality doesn't deal with being able to quote recurring costs; I can add a custom recurring price field in Products and store the recurring price figure but I can't do anything with it. It can be shown in the Items line ina quote template but I can't total this price, I can't sub-total and therefore I can't store this total and report on it. Surely, there must be
Associating emails to Accounts
Hi there, Wondering if it's possible to show Emails that are associated to Accounts / Contacts? I've already integrated my Gmail, but I'd like to have emails automatically pulled and listed in the Account view page. So, when I click on an account I'll be able to scroll down and see the most recent emails. Thanks, Brittany
Re-mapping Company Name and Account Name from Leads to Accounts
Hi, I work mostly in a B2C environment (landscape design + build), but on occasion do B2B work, so I've kept the Accounts module. I'm using the popular workaround that suggests converting residential Leads to Accounts, but have run into a snag with filling out Lead info. For our process, we prefer to get as much info as possible from each Lead, including where they work, etc. But by filling in the Company field, this now becomes their Account Name in Accounts. However, their Account Name should be
Resetting Forecasts
I set up a test Forecast to see how the function worked. Unfortunately, I based the test forecast on a custom field that we no longer use. How can I reset the Forecast module and have it tied to a different field (the Amount field)?
email not responding
anyone else having issues with sending template emails?
3rd Party Reporting Tool & Dashboard
Hi There, We're a small business (4 Zoho CRM) users, and wan to use a easy to use and cost effect 3rd party app for reporting and dashboards, can anyone make any recommendations? Regards Steve
Finding customers in a market area
From Zoho, I'd like to be able to look at a map to find customers that are within a proximity of one another. example...pretend target stores are a customer and I need to see the store locations on a map for the Dallas/Ft Worth market. I think I can download a zip code range and use the google fusion table to accomplish this. I'm checking to see if Zoho has a function that would support this type of search. Thank you.
No puedo usar mis plantillas
Buen dia Tengo un Problema No puedo USAR mis Plantillas, Cuando quiero Enviar correo ONU
Create auto-mail notifications when new lead
Hi there, We recieve new leads to the ZOHO CRM account via the sign-up formulars at our website AROS KURSER. But we would like to be notified by e-mail, when we recieve a new lead. Is that possible? Best regards, Anders Rosenlund
Create report with detail of quote
Hello, Give the possibility to use detail od quote or salesorder in reports. thanks you Expert Zoho CRM & Google Apps France
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