How to isolate Accounts that don't have an open Activity?
Is there a way to run a report on all Accounts that do not have an Open Activity? Since a Completed Task is designated a status of Completed, I can't just filter for Status is Empty, and not clear to me what other fields I could use to isolate any Account wherein I have not assigned an Activity. My guess is that I am missing something...
Sales Opportunity - Different Line Items for Product Interested and Corresponding Quantity and Dollar Amount
Hi, I am new to Zoho and appreciate anyone can help with this question! If a potential customer is interested in buying 3 different products, for example, can I in Zoho Potentials have 3 line items for the sales rep to pick 3 different products as well as other corresponding columns/rows for the rep to fill quantity and dollar amount? How can I make this happen in Zoho? Which edition would Zoho be able to achieve this goal? Thanks, Product Interested Quantity Dollar Amount Product 1 USB 1000
Notification emails going into Junk Email
I set up an automatic email notification every time we upload new potentials. While the email process is working, the emails go directly into our sales reps' Junk Email box. Our IT department has white listed everything from "@notifications.zohocrm.com", but the email isn't trying to say it's coming from Zoho, it's trying to say it is coming from us. With the issues we have of people claiming to have our email addresses when they are not part of our organization, we are very strict as to say that
Correct Filter for excluding past Events
What is the correct filter to use to exclude a Record in an Activity report wherein an Event has occurred in the past? David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
can i map a custom field to a standard field
There is a standard field called department in contacts module I have tried to map a custom field I created in the leads module as this field was not there. Unfortunately, it won't let me map the two fields doesn't show up in the drop down list, i had tried to ask this question to Daisy our account manager but she does not know. I am not sure if there is an issue or that you cannot map custom fields to certain standard fields? Thanks for your input. Help
WebForm for Wordpress not working.
I have created a simple webform to embed on my Wordpress site. I have taken the code and put into wordpress. The page looks ok and I am able to enter the info. But after that I have many functional problems: 1) After entering data in fields and pressing Submit it does something but returns to the same page. I have put in the new landing page for submit in CRM but it does not do it?` 2) The information captured does not show up in CRM... so not sure if the integration works? The form page is here https://wwwcbxmarketcom.azurewebsites.net/demo/
Cant PDF print address for newly created account. Works on old account, works on sales orders...
What is going on? Attach. PDF print
QUOTE is not printing adress into PDF?!
I tried to get help via Chat and nobody seems to be covering Europe :-/ I can not print to PDF! I picked a quote and for newly created account I do not get address printed into PDF?!? But only for newly created account. On old ones seems to be working. Sales order prints well on new account too. Have no ticketing possibility, Live chat is not working!? Customer is waiting. So much about "R" (out of cRm). D.
Export Notes - Parent
Hello, For some of our users, they have found it easier to enter in conversation or call notes within module 'Notes' versus logging a call. I am putting together reports that display all of the activity from the current week. This will need to include all activity types and Notes. When working in the 'Report' module, you cannot add in a Parent or Related field for Notes. However, if I went into Setup > Data Admin > Export to export the notes, it will display all of our recorded notes and a 'Parent'
Record of which company is doing business with another in crm
hi i was wondering if there is a way to list the companies that company ABC does business with, as using a look up field would only hold one record but related list could keep a list. hope you understand what i mean?
De-clutter/Archive
Hi! I am looking to reduce clutter with my leads & potentials. Is there any way to archive "junk" leads, "closed" or "won" potentials? I have created custom views to exclude these but is there another way to deal with this that I am missing? Like archiving the info? My activities page has too much on it & I'm looking to just keep actionable items in it. Thank you! Best, Kristin
Account v/s vendor
I would like to know from expert CRM users or Zoho support that if Account Name has sub category of Vendor, why there is Vendor Module. Can I add remarks in the Account Name as specialization of the vendor / customer.
Order of Events in Calendar Component
On the home page, when I display this week's event, they seem to appear in a random order, currently with an event for February 5, appearing before an event for today, February 3. How can I get them to appear in date order?
Product sales forecast
Good afternoon, I'm from Brazil and I did not find a help channel in Portuguese, someone could help me.
I need to create a forecast for the first quarter of 2017, for our products .: Ex. (Working with CCTV cameras and access control turnstiles) would like to stipulate values or quantities for these products. R $ 50,000.00 in access control ratchet X, R $ 30,000.00 cameras and CCTV.
Is it possible to do that? Well, I only found it by Zoho CRM users.
Attach documents to Task
Is it possible to attach a document to a task? Tania
Zoho CRM: Email activity from other users
=== Reposting as previous 'answer' did not answer the actual question === Hi there, we've set up pop3 email accounts for both my employee & myself so that we have full email integration between Zoho & Outlook. I can clearly see that if I click on the Emails tab, I can see all my emails there - same for my employee. I can also see all emails associated to a lead being listed under the lead page. However, I'd like to know if there is a way for me to be notified of each email my employee receives that
I can't log in and use my Zoho CRM and I need to work!
Hello Normally my business partner and me use the same account at the same tie without problem. Today he is working but I can't enter on my zoho crm account and every time I try I only can see that: Could someone help me? My account is info@terraignotaediciones.com It is urgent I need to work. Thank you. Juan Carlos Moreno
Zoho CRM Documents
I am trying to find the Documents tab within Zoho CRM and am having no luck. I am using the CRMPlus edition. Could this be why I am not seeing this tab?
Used some Custom Code to Automate Sending Macro Emails
Edit: Hey there. I have had the same solution. Fixed it with some code on Wednesday. I wrote a solution for a Zoho Macro Mailer. The tool automates the entire process every single day. I have a demo video of it here. If you're interested in this software and want lifetime updates, send me an email at jakeinmn@gmail.com.
TELEPHONE NUMBERS
Why can I no longer put an extention number in the telephone number section: ie 09324 456 789 Ext: 345 in my contacts pages. I used to be able to do so and now it just tells me to enter a valid phone number. Very frustrating.
User can't sign up with email address
We had two accounts for two business. We have merged companies and we are now using one Zoho account. My admin is kchisholm@precisionpv.com. The old account was phoffpauir@precisionpv.com. The new users email is bbarlow@precisionpv.com. He has been deactivated from phoffpauir account, but cannot activate under kchisholm account. It says that he can't be on both accounts. I need him to be able to activate under the kchisholm account please.
Email integration in mobile apps
Are there any plans to integrate email into the mobile apps - specifically, ability to see emails exchanged with an Account or Contact, and to see read activity for a given email as in Sales Signals? David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Training Programme for ZOHO CRM
We have the ZOHO CRM with validity and are looking for expert in Zoho CRM who can deliver ON-JOB Training for the staff at our office in Cochin. Please revert with details (price etc.) and contact no. to move forward.
Zoho CRM
Hi, I was given an email address by my boss and I logged on to zoho.com but it asked me an organization and I put in the name of our organization. I am working remotely. Now, my boss cannot see the leads I put in. I need help. Thank you, Carol
zoho crm 2016 questions
Does anyone know how to remove the contact section at the top of the accounts module above the account section, it takes up far too much space i already have this displayed in the contacts related section further down? it does not display who is the main contact (custom field) which is important or even the job title (custom field) also is there a way to disable or hide the left hand side part of the screen.
a good solution for barcode scanning in Zoho CRM
Please, could you advise a good ready-to-use solution for barcode scanning in Zoho CRM. The process is 1. getting the equimpent (purchase order) 2. creating a barcode 3. printing the barcode and putting it on the equipment 4. sales process... 5. when the deal is won, scanning and creating a doc (sales order) is there standard or 3rd part solution here? For scanning we use a scanner, not a mobile phone.
Auto populate address field on change of account name in contact
Hi there, I'm very frustrated that the address field doesn't change when an existing contact is changed to a new/existing account. Is there a way to manually do this through workflow? We now have a number of records with incorrect information. Is this already a known bug, because it's a big one? Regards. FD.
Please add a Today button to the date fields on mobile
Currently there is no easy way to jump to Today's date on date fields in the mobile apps. Therefore, please add a quick jump button for Today when entering a date. David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Setting Reminders on mobile apps
It appears that the Reminder field on mobile apps is read only. Is this accurate and if so, why? Would be extremely helpful to be able to set Reminders on all devices. David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Sned email from Zoho CRM in Chrome
Hi there What's the easiest way to create and send an email in Zoho CRM? Right now I have to open CRM, search contacts, select contact, click SEND EMAIL button. Is there an extension where I can just compose a new email and add the contact name in the TO: field? Similar to the way gmail works... click NEW, add contact, write email.... does Zoho CRM have this feature to make sending email easier?
Can't log into Zoho CRM
Hi. Since yesterday we can't log in after entering user and pwd and click on Star, the browser says the page can't be displayed Windows diagnose tool says “Your computer is configured correctly but the device or resource (crm.zoho.com) does not respond" Please help
Zoho CRM / Sales Representative / Territory Management
Hi there, slightly complex question which I hope someone might have an answer for. Our company is divided in multiple 'divisions' & I have tried to reflect this structure on the CRM as follow in the 'Roles' section: Group - Administrator Company A - Manager Company B - Manager Company C - Manager | |
Change destination path of converted leads
Hi, is there a way for me to change the destination of the converted leads? Like they'll be sent to the modules I created, instead to the Accounts, Contacts or Potentials. All details and information from the Leads being converted to the modules I made. Please help.
Automate Birthday/Anniversary congratulatory emails?
Dear Team, For our contacts in CRM, we need: "An automatic email sent to the contact liest member, triggered by their respective date Of Birth, congratulating them on their Birthday; although we will design and save the templete befor hand, and that the mail merge facility ca be used as is done is bulk emailing. This will be the recurring email sent annually on their Birthdays /marriage anniversaries..." CRM means Customer Relationship Management, and automatic set up as described above will enable
importing attachments to be assigned to relevant accounts
Hi, we've imported our customer accounts with their unique customer codes as Account Number and as Parent Account. When I export the Accounts data from the system, the Parent Account and Parent Account ID fields are not empty. I have my .zip file ready with 3 test-files ready to import into the system as attachments, and obviously to be assigned to the relevant accounts. However, after I map the fields and proceed with the import, I always get the message that the 3 records were skipped and not imported with
Modifying the display of Modules on Account page
Is there a way to modify the fields that are shown in the subsections of the Account page? In other words, under Contacts or Activities, certain fields are displayed, but I would like some control over which fields show there. Is this possible? Thanks
Grouping contacts already in CRM
I have imported my contacts but have now added a multi pick option. IS there some what to go through my contacts and group them under different these multi pick options without having to do them individually? jo
address fields
my customers often have contacts where they are located at a different address that is on the accounts module. sometimes I will need to export the address to do a mail merge for posting out printed material. How can I ensure that I am setting up our new crm correctly?
Sending email from CRM can't look up CRM USERS to add to the email
When I send an email direct from the CRM to a lead or contact, sometimes I want to copy in someone else from my company. Everyone from my company is a CRM user. However, in the email To, cc and bcc fields, the CRM doesn't recognise USER names when I type them in the To, cc or bcc fields. (Yes, I can type out their email addresses, but it would be better if I could just select them to avoid typos etc.) I understand that the CRM email function is limited, however, is there a way to look up USERS' email
Associating a Contact with a Task
Most of my Accounts have only one Contact. Thus, it would be nice if when entering a Task, that the Contact automatically associated with the Task. Is this possible? Thanks
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