Linking Deal/Potential to Projects
I am unable to link back to the original Deal/Potential when I create a Project and would like to know how to do that. I believe this is a fundamental of CRM - how else can the Project Team know contact / company details if they cannot link back to the original Potential/Deal and Lead via CRM ? Looking forward to a favourable response
How best to send a newsletter
Hi Just wondering how you guys manage the sending of an email to all your customers? I send a series of emails relating to specific purchases by automated processes which works fine. I also want to periodically want to send an email to all my customers. What is the best way of achieving this? I am currently considering adding a field to the contact record along the lines of Contact Status which I can then have "current customer", "Old Customer" etc and select current customers and mass email. Is
Field Mapping for converting Potentials to Quotes
Hi, I'd like to suggest the ability to map fields from Potentials to Quotes similar to the way we can map fields from Lead to Contact or Quote to Sales order, etc. We have many custom fields for Potentials that go directly onto our Quotes. Since Quotes are related to Potentials and you can generate a Quote directly from the Potential it would be great to be able to map the necessary fields instead of having to re-enter them. Cheers, Jim
PROBLEM SENDING MAIL
Hello i am trying sending email from CRM and i have this problem, and the program dont send me nothing only the message. ¿what can i do? Thanks "could not convert socket to tls ;javax.net.ssl.sslhandshakeexception: sun.security.validator.validatorexception: pkix path building failed: sun.security.provider.certpath.suncertpathbuilderexception: unable to find valid certification path to requested target"
Pop-up linked to a product.
I'd like to be able to create a pop-up or series of pop-ups that link to a product. So that when a product is added to an account then for example, three months later a pop-up will remind account manager to contact the account. Our products require periodical check-ins with accounts so I need to be able to do this. Is there a way?
Display Alert/Limit Ability to Create Tasks based on a "Task Type" Value and Setting to Recurring
Hi Zoho, We have a situation where we want to allow users to create recurring tasks ONLY when the Task Type matches certain values. One solution would be to display an alert to users if the Task Type does not match the criteria (starts with "V") and they want to create a Recurring task. But I see that that Alerts are more email notifications than they are alerts that get displayed to users. The other would prevent them from being able to save if they selected "Yes" for recurring and the Task Type
Different fonts in product descriptions
I need to be able to use different fonts and a small picture in the description of products using CRM and the quote template, where we make the changes in the descriptions of the products and everything is there when we choose to quote that product. HELP PLEASE !
Design Issues - Why do much useless space.
Why is there so much space in between everything on the contacts and accounts screens? Why does the label have to be the same size font as the data? It just makes it a very confusing look. If there is no data fell then there is so much empty blank space and looks bad. Everything is the same size text, mailing and shipping addresses are especially terrible. https://gyazo.com/0e0179aac6a7e7d6ff1e37ee4852f8b2 What about consolidating this information in designing it better? https://gyazo.com/995910907fb976646260f87f3a204c7a
Cant Access Zoho CRM
Hi, I just paid my inscription and after that, I can't accès to zoho CRM. Here's what I see: What sould I do?
Long / Latitude
Hi....i am trying to put within the Lead fields Long / Latitude in the following format, (40.829998, -73.978955) taken from GoogleMaps, and displays: "Please enter a valid Long / Latitude" What kind of format should i have to use, in order Zoho CRM let me input the valid coordinates? Thanks in advance for your help!
iPhone app - device restriction
Using Zoho CRM with the iPhone app. We currently use IP restriction for security purposes. Is there another way to ensure that Zoho CRM iPhone users can only log on using certain corporate devices rather than personal devices? iPhone users will be on different IPs depending on how they are connecting, wifi or mobile data etc.
4 users in license, only 3 active, can't add new user
Seems to be a bug in CRM Plus Admin Panel I deactivated a user so I could add another. I'm not able to add the new user, getting too many users, limit is 4. but only 3 are active presently. Garret D.D.
Contact Name Lookup
When selecting Contact Name Lookup default view is showing Related Contacts and to show All Contacts we have to make this selection. Is it possible (how?) to switch it so by deafault All Contacts are shown?
Its Possible to create flyers templates in Zoho CRM
Hi, Need to create an Flyers template in Zoho. Its possible to create it? If possible means please tell the instructions to do it. Looking forward reply from you. Thanks
CRM to Zoho Books issues
Hi everyone, i really need some help with an issue. We have 1 CRM account which holds all of our client information and potentials for the entire business. We then have a books account with 2 organisations in it. we have setup the integration between crm and books, no problems there. i am aware that there is a 2 way sync on the 1st organization and a 1 way on everything else. We have setup custom fields in the layout page so we can say which one of our organization it relates to, we can create
Merge Potentials
It would be great if we could merge Potentials, just like we can merge contacts, etc.
modify CRM and Desk Integration
Hello Zoho Team, we want to use the Integration of Desk and CRM. Its good that we see the Tickets submitted in the CRM Profile of our Contacts. But if no Contact found, CRM should NOT create a new contact to put in the info about the ticket. How can we handle this issue? Kind regards
Duplicate records in Calander
Hi I keep on getting duplicate records in my ZOHO and Exchange Calendar. When i send out a meeting to all staff then I have a record of the same meeting for all staff.
Moving events on calendar
When I edit and change the date on an event it duplicates itself on the original date it was set. My Zoho CRM calendar is synced to my Gmail calendar and my Gmail calendar does not have this problem.
Zoho CRM - using Lead data for document mail merge
Hi, I figure out how to create a document and import fields from my leads module from zoho CRM. However, the options to preview and finalize the merge are greyed out. I am a CRM "Professional" user. is there something I am missing. thanks chris
Case creation error question
Hello, I have a question about the case creation rule. We have internal users who have CRM support issues, and we wasnt to manage that in CRM through Cases. I have a workflow setup to create cases from the support queue, and send an automatic reply. Internal users may or may not be users in CRM(New hires etc.). I want a case created and the reply mail sent to everyone who sends a mail to the support mail account. I am having trouble selecting the the contact/user record to send the mail to as some
Horizontal scroll on task details page
Hello Zoho CRM team, I noticed a minor bug in the layout of task details page. It's minor, but I think in such great product there should not be such bugs. Browser and OS: Ubuntu 14.04, Chrome 56 Steps to reproduce: 1. Open Activities page 2. Select any Task and open Task details page You will see the horizontal scroll in the browser. Possible solution: crmcontemporary.css, selector .tb_newmenu - remove padding-left. I'm including the screenshot, hope it helps.
Best way to associate products with a custom module
I'm getting us up and running for the first time with Zoho. It'll be used to help manage a photography business. I've setup Deals (renamed to Opportunities) and have a couple different layouts -- one for a Photo License and one for a Photography Channel (a deal with a distributor such as a Gallery). I also created a custom module called Photo License, with extensive custom fields that will help me keep track of the huge number of details applicable to each license a customer buys from me. I configured
When I customize business card as an admin, does that do it for all users?
Just wondering if that only does it for myself, or if customizing that changes it for all standard users as well? Side note, I really wish we could set the theme and colours for users and lock it so they can't change it. I like having us all the same colour but hate when I go to an employee's desk and shes changed it to pink!
Viewing Layouts
Hi . I can see how to create multiple layouts in CRM (say accounts) but i would like the ability to switch between them easily (i have them enabled for my profile) can you you give me the clue where to do this? Kevin
Ability to add names to URL attachments
When adding attachments to an URL Link (Google Doc for example), ZOHO CRM is not fetching the actual name of the file so it'd be really helpful to add a custom name to the attachment.
Error message when trying to link to WordPress
I get the following error when I try to connect Woocommerce & Zoho CRM. An error occurred while attempting to connect your Zoho CRM account. Please ensure that your email/username and password is correct.
Which real estate CRM is best for agents?
Looking for Real Estate CRM Software? Bhavesh K SoftwareSuggest
Do assignment rules work during Survey to CRM integration?
"Assignment rules can be used for the records generated through import tool and Web-to-form only." So, does this mean my assignment rules won't work for Survey?
Emailing Contacts based upon Account criteria
I need to be able to email certain contacts. However the sorting and criteria is based upon fields in the accounts module - not contacts. Example: We use Factory Representatives to sell our product. On the account page it has fields called: Account Type = Factory Representative Status = Active There are many contacts that belong to the above account and those are who I need to email. These fields do not appear on the contacts pages since Account is the one that determines the "Type" and "Status".
CONVERTING EMAILS INTO LEADS
How can I convert emails I receive into a lead?
Account emails
Hi, I've noticed a serious flaw with how Zoho works currently. I've added companies I want to work with in the Account module but don't have any 'contacts' within that company (account) as I don't know anyone there yet. I need to mail their contact mail address, usually hello@companyname.com or similar. Zoho has no way of adding a company address and sending a mail to introduce myself. It can only deal with people within the company. I've been told by support that I have to ring up the company and
Implement a Leas Assignment Rule inside a Workflow Rule
I am a user of several Zoho modules. Currently, we are using Zoho Forms to take inquiries on our website, and sync with the CRM with Trigger Workflows. The workflows send some emails and it works fine. But then I need to add to that workflow rule that the Lead Owner be assigned via a round robin Lead Assignment Rule. Zoho allows this to be done very easily with the default CRM webforms, but not Zoho Forms. What appears to be the specific need is that the "Edit Workflow Field Updates" dialog
ZOHO App Calendar
I am trying to export my zoho app (CRM and Recruit) to my Outlook calendar without downloading the app.
Free/easy solution for Click to Call - linking Zoho CRM to other VOIP (for those who cant use Zoho phone bridge or Skype link)
I have spent a few hours trying to configure Zoho CRM to call a variety of softphones. In the end I am going to use Skype and so I can use the inbuilt feature where you click the phone icon that Zoho displays next to phone numbers on some (but not all) pages. But whilst I was doing some trial and error of different options I found a way that may work for a lot of people and is a) very easy and b) free and c) needs no other software / plugins etc So i thought i would post here what I discovered -
Free/easy solution for Click to Call - linking Zoho CRM to other VOIP (for those who cant use Zoho phone bridge or Skype link)
I have spent a few hours trying to configure Zoho CRM to call a variety of softphones. In the end I am going to use Skype and so I can use the inbuilt feature where you click the phone icon that Zoho displays next to phone numbers on some (but not all) pages. But whilst I was doing some trial and error of different options I found a way that may work for a lot of people and is a) very easy and b) free and c) needs no other software / plugins etc So i thought i would post here what I discovered -
Webform - email delays
We are experiencing lengthy delays with confirmation emails after submission of Zoho CRM webforms. Are others experiencing these issues? Zoho what is your response? - do you have any of your own monitoring to alert you/measure status?
zoho.email-view.com Not Working - URGENT PLEASE!!!
zoho.email-view.com is not working ... none of my emails are working - this needs fixing ASAP please
Como agrupar a posibles clientes para e-mails masivos
Debido a que el CRM solo permite enviar 1.000 correos por dia, quiero saber como crear listas de mis posbles clientes Ej: Lista 1 los primeros 1.000 leads. y asi sucesivamente, De modo que al enviar una publicidad solo deba elegir una de esas listas, y al dia siguiente poder enviar al resto de los leads. teniendo control de a quienes aun no he enviado el correo. Muchas Gracias
Login Screen Black
My CRM login screen is coming up black. Can anyone help?
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