How to costumize Deal Name in DEAL with a pick list
Hi, I don't want my sellers to write any kind of different Deal Names in the deal name area when converting from LEADS... I would like to set a pick list for it. And is it possible to put a price who would set up automatically depending of the deal name. So set a price for each deal name. Thank you
Client Portal - For Training Business
Hi Zoho, I am looking for a solution where my clients (individual) able to log int to view what training courses they had attended with my company. Currently, I use CRM and listed each of my class as PRODUCTS. I tried using the CRM client portal. Thinking showing the PRODUCTS will able to allow my clients to see those PRODUCTS that they had signed up. However, it display entire list of the PRODUCTS rather than those PRODUCTS that I had associated to the client contact record.
Is there a way to customize the view of Products that pops up when you add Products to a Potential or Account?
Currently, this popup, attached to account or potential records just shows the name of the product, the description and the unit price. Is there any way to customize the data in this popup? I would like to show my own custom fields.
Create E-mail from custom module with lots of data
We have a custom module to capture the specifications for a RFQ to be sent to our vendors. THe module collects a lot of data mostly in check box form. This data is then used to tell vendor the specs for the tool they bid on. Is there or what is the best way to create an e-mail from a module record with this data "already completed" to send the to vendors to bid the RFQ?
visitor adding more fields
Hi, this is for an education CRM. Customers should fill which courses they did previously. So, the point should be a section with "name of the course", "where" and "when". Once filled, if they need it they can click "add more" and the section is duplicated so they could add in there more courses. How could I solve this? Thank you very much!
Autofill Terms and Condition based on List
Hey, we have certain Conditions based on the licence type. As we need to adapt them, depending on many circumstances, we have a "predefined" version, which should appear, as soon as the sales person chooses which licence type the quote is for. So I added a "Licene Type" list. Now, when licence "a" is chosen, the "terms and condition" should be autofilled with a predefined text, but should be editable. When "b" is chosen, is should be another text and so on. How can i do it? BW
Add a field?
I want to add a new field URL to my contact page. When I try I get this error. Maximum field limit reached. Only 15 custom fields can be created for your edition. Please upgrade to Higher Editions, or remove the extra fields and delete them permanently from Unused Fields to create new fields. How do I know which are the custom fields so I can remove one and add the URL field. Thank you. John Gurba courtaccess@gmail.com
Repeat Header on EVERY page
I can't believe that ZOHO does not support this: when we generate invoices that have multiple pages (long product table), we need the header section on EVERY page, in our country this is required from a legal point of view. So how do I solve this in my invoice templates?
How many marketing email can I send through Zoho CRM?
We have three users on our Zoho CRM license. We want to send marketing email from within Zoho CRM to our contact list. What volume can we send and what options are there to increase? Kindest, Jim.
Turning off Email Notifications in Free Version
Hi there I've read other posts about this and the answers given do not seem to apply in the free version of the software that i'm using. Please advise how to turn off the email notifications in free. When I click on the tools graphic in the top right corner, I don't get the option of personal preferences, email, notifications as I've read in other responses. Thanks! Genny
SMS Texts Module incoming phone number field
We are successfully using the Twilio SMS extension in CRM. In the SMS Texts module there is no field for incoming phone number. If a new lead (not in the CRM) sends us an SMS we are unable to see a reply number. How can we add the incoming number field?
[Feature Request] Nested Workflows
Problem Workflow list can become very long, making it hard to identify what workflows are responsible for which actions Suggestion Nesting or Foldering functionality of workflows Current Workaround Attempting to generate a naming scheme, however this is non-ideal SmallBestOriginalRemove
Remove Filters
When I view the activity list there is a long list of standard filters down the left hand side but most are irrelevant to me. How can I hide them?
How to show and hide some fields when change in a Pick List?
How to show and hide some fields when change in a Pick List in a custom module?
Sales Signals notification lights up but there are none
The Sales Signal notification icon lights up all the time, but when I click on it, there are no notifications. See the attached image for example. I believe I'm getting a fake sales signal every time I receive an email from a contact in the system. Even though my Sales Signal settings say not to notify me of that event. Any idea why I'm still getting sales signals when I have none? Also, the "Feeds" section is blank as well. So the signals aren't coming from feeds either.
can I change the skype: link to callto: link?
hello, there are many phone applications that gets the call action by callto: link, instead of the skype: can I change it? I am a hosted pbx provider, and a lot of my costumers wants to be able to click to call from CRM, I will recommend them to go with Zoho if it will support callto: links.
Feed usage-- archiving posts in the Feed or somehow hiding ones that are read and no longer relevant
We are using Zoho CRM and trying to figure out how to hide or archive posts on the Feed that have been 'processed'-- meaning-- one person posts a message on a matter saying two other users need to do A and then B--- those two user reply back and ask a question, which gets anwered, all inside the post (great-this is how it should work). Then user A and B complete the item ad that 'Post' or converstaion' is over.....but all that text and messaging stays visable(?) Am I missing some obvious feature
Automatic Address Suggestions
I used to use Xero once you put the number and street it will have the options of choosing the right address, I think you need to work on this. For example, if I have to fill up the postcode for the particular suburb, I need to google the postcode and enter manually. Which is time consuming. Once we put the number and street, the system should be able to suggest address and if we click the right one it should fill automatic suburb, postcode and state. Please explain?
I can't import leads to Zoho CRM!
I try to import only 6000 leads through the XLS file (CSV and XLSX). Zoho always responds: its impossible import more than 25,000 leads. I tested an XLS with 20 records, and Zoho also replied: its impossible import more than 25,000 leads. I am working on a free Zoho account. What's going on?
Import Contact Data with special charakters
How can they (ä ö ü and ß) be imported to be displayed correctly?
How do I change lead status after sending an e-mail manually?
Hi, I'm testing the Zoho CRM at the moment for my business. I'm handling leads but sending them an manual e-mail from with Zoho, when that e-mail has been send, I need the status of the lead to change automatically from "Open Lead" to "
Leads Module with commercials and telemarketing companies
Good morning, I have a problem. I have two telemarketing companies and my own commercials that draw on the records we have in the leads module. I would like to know if there is any option so that each one can only see his records as owner and not see those of other people (commercial or telemarketing) Thanks for your comments, Regards
Different lead types
Hi there, If we have three types of leads. Customers, press and blogs/social media, is there a way to separate them by creating lead types?
What happen when I delete a record?
What happen when I delete a record?
How to edit scheduled email to any single person without using template
I scheduled an email, a single email, no workflow in action, no template used, just created directly in CRM to one of my lead by clicking : now I realized that there was some issue with the email and I want to edit it, now where can I find that email? I tried everything but was unable to find and edit.
Importing several VCF at once
Hello, I am trying to import several vcf cards at once but I don't see how I can select several. Can you please tel me how to do it ? Regards
When to use each lead status in Zoho CRM, I mean, the process?
Hi, I've started using Zoho apps a couple days ago and I have some doubts about how to handle with the lead. These are my doubts: 1. Is there some tutorial to help me how to handle with leads, when to convert to a contact (or a potential lead), I mean, which way I have to follow to know when a lead must becomes an account or when a lead should be closed? 2. What does mean each lead status when prospecting by the phone for example? Actually, I didn't get the difference between "Contact in future",
Is there a place to submit idea requests or feedback for Zoho CRM?
I've been using Zoho CRM for a while now and there's a number of features that I think would improve. Does Zoho CRM have somewhere for its users to submit these suggestions?
Always two digits after the comma
Hi, I use a custom formula field in my quotes, which calculates the grand total multiplied by a factor (e.g. 1.0456). Now I want to show the resulting value of that formula field in my quotes, ALWAYS with TWO digits after the comma. How do I do that?
Option to Add Record from Search Interface
I have a feature request. A couple of my users are really missing a feature that we had in a previous CRM. If they put a name into the free-form search bar and no matching records existed there was a link in the search interface dropdown that said something like "Create New Contact called {First Name} {Last Name}" It would be great if ZOHO had a similar feature either in the free form search results or the expanded results that allowed users to create new records based on the search input field.
Moving from Salesforce to Zoho
Hi, Tools fro moving from Salesforce.com to Zoho CRM.. Ole
migrate to another zoho crm
Hello, I have my crm with a zoho account and I would like to export and have the same configuration to another account. Is there any way to copy everything ? Tia Andrea
How do I get my Zoho CRM Campaign module updated with Zoho Campaign information?
I have created and sent an email campaign from Zoho Campaigns, I have enabled the Sync Settings so it will create and Update the Member status in CRM. The Campaign has been created in CRM, but the contacts have not been updated, and I cannot see the Subject and Sender details like I do in Campaigns. The specific member information does flow in, as I have created the field for this info to flow into. Is there a setting or something I should do to have the contact list flow in and sync to the CRM
VERY SLOW SUPPORT
Can some one assist me asap.. your support team is so slow....it takes me hours just to respond to the inquiries.. this is definitely not efficient system especially if you have serious problems such as BUGS.
Accumulating data in one field from another
I'm trying to build a historical listing of entries in one field from another field. Specifically, in the deal module I would like to copy "next step" entries to a newly created field when it is time to create a new "next step". The idea is to create a historical listing of next steps inside a deal, tagged by name of user and date of creation. As it stands, they get overwritten when you enter a new next step. I would imagine creating a button to execute a function is the way to do it. I am just
Integration between CRM and Surveys
Hi, I'm trying to integrate one survey to the CRM so when the client answers, the contact information is automatically updated. I've found the page where I'm supposed to integrate, but I really don't know how to do it. Thanks a lot!
Fwd incoming email from specific group of leads
We have ZoHo CRM importing emails from 3 user accounts and would like when an email is received to any of these 3 accounts that is from a lead with a certain status to have that email forwarded to a specific email address. The leads are in the thousands so a solution that involves specifying each one individually simply will not work so want to do this based on some action that checks a lead status. Thanks, Dustin
Why Not Update Your Gallery Scripts?
Why don't you update your Gallery Scripts with all the changes in the API? Endless "new" fearures - no minding the shop.
Delete contact by uploading a file
Hi I have an excel file with emails of leads that I have in Zoho CRM. I want to delete all those leads. How can I do it ? Thanks William
Automatic Lead Re-Routing
I have leads generated via the email parser. These are assigned to one person for assignment to salespeople. If this person is gone for several days, I want to notify other staff there are leads waiting or re-assign these to other staff. Can someone give me the high-level steps they used to set up this solution? I basically need a workflw to autmatically assign a lead to a new person after x days so these leads dont just sit there waiting on the original staff to come back to work. Thanks!
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