Introducing the Zoho Social - CRM Integration: Measure revenue generated from your social media marketing efforts
My name is Meera and I'm a Product Manager for Zoho Social, an all-in-one social media management tool that helps businesses grow their presence across social networks. If you haven't tried Zoho Social yet, here's a brief rundown on the features: You can publish and schedule content across social networks, monitor what matters to your business and get access to reports that help you understand and engage your audience better. You can manage multiple brands, work with a team, and use Zoho Social
creating a task
hi when creating a task, is it possible to have more than one owner. i want everyone to see it. and i also want an email sent to all users if a task is created.
Idea - Lists (Accounts, Contacts, Etc.) Alphabetic Selection Links
I just wanted to express that I think it would make more sense to have the A through Z links available at the TOP of the page instead of the BOTTOM. When I select "Accounts" being able to quickly select the letter would be more ergonomic than always being required to scoll to the bottom to make the selection, particularly on a laptop with reduced vertical screen area. This would apply to all categories that have multipage storage. For what its worth...
Delay in Receiving Emails
Hi there We have a form on our website When this form submitted the emails are not arriving to my inbox for quite sometime, over 24hours in some cases. We have tested to a Non Zoho account and the email arrived within seconds of submitting the form. Leads/Contacts are being generated in the CRM, just not email to notify us of these new leads. Could you please help us figure out why this is happening?
Activity Report with Notes
I'd like to get a daily/weekly that shows activities accomplished and the notes. this will allow me to track sales calls and their results for employees. Presently, I can't figure how to tell if anything was done, even if notes were taken. Ideas? Thanks, Jamie
Importing Accounts
The 'Next' Button on the Import Accounts page is not working.
Importing Accounts
I am tring to import groups of contacts. It has been working fine but all of a sudden the next button on the Import Accounts page has stopped responding. Any one help?
Multi - page print out
Dear Zoho worker, Need assistant on setting up a form. currently when printing our invoice, i need to include a shipping mark to buyer per each item. And, with only a single product, I can do this, but with more than one production, it won't work because the printout only prints the 1st production found, can there be a way to fix this. attached the HTML for your review. ${companyLogo} ${Organization.Organization Name} ${Organization.Street} ${Organization.City} ${Organization.Country} Tel:${Organization.Phone}
Editing estimates in CRM accounts
PLEASE HELP!!! URGENT When editing estimate in CRM clients account, when saving "Error saving this..." appears.
Importing contact email alongwith potentials data
Hi, I am trying to import only Potentials information at this stage (using a csv file) into CRM. I want to use only the Potentials section of the CRM. When I import, I want to add contact details (name, email) from within Potentials. (Need to add this info, since I wish to send bulk emails to them). Is there a way to add the contact info directly through my potentials import? Regards, Vish.
Zoho CRM sales person to see only his leads
Hi Dear friends, I have few sales persons, and i want both of them to use the CRM but not to see others leads or potentials. Only the Admin user, myself, could see all of the pipeline.. Can someone advice if this capability is available on ZOHO CRM? thanks a lot in advance!! Ronen.
Blast emails
How do you set up blast emails so that the recipient list does not show?
Total Invoice Dont Show
Hi, I was create a template to export invoices and all ok, but today i want to add another row to display something more and when i export to PDF Total Invoice dont show doesn't show. I put correctly the paragrams {total.invoice} like template creator. This bug is really annoying, how i can resolve it ? U know about this bug ? Thanks a lot.
Maha Harish - Pls help
Dear Maha, I think there's a mistake here as I am keep receiving replies from you to all of the feeds you replied to. Can you look into this and let me know how to fix this. Hi keithso, Maha Harish has responded to "How to Create CustomModule Records Potentials & Account Lookup via API?" Hi Andreas, Please confirm whether you want to create a new Custom Module record and associate to an existing Potential in a custom lookup field. If yes, you need to specify the exact Custom Field Label(ex
Where is the best module to schedule tasks for projects/opportunities
If you have multiple opportunities for one contact in CRM, is it best to schedule tasks relating to that opportunity from the CONTACT module or the specific OPPORTUNITY module. Or does it not make a difference? Thanks. Michael Hudson
Workflow not working please help
Please help me - I have a workflow that I use to update a field account type to Deal when an opportunity is created. I want to add in = if the campaign source is + customer add on, or contains prospecting to not activate. Can anyone tell me what is wrong here? I have tried it a few ways and it is not working. Please help. I have tried to use each campaign source on one line each with or that didn't work either. Please anyone suggestions. Leah Edwards
How do I add an Existing Separate Zoho CRM User to my Zoho CRM Subscription?
How do I add an Existing Separate Zoho CRM User to my Zoho CRM Subscription?
Can't add users
I am trying to add a new user to manage the CRM with me. I want to users * permissions. Then when I click on "add user" nothing happens - the button doesnt do anything.
have updated custom fields from contacts to account and viceversa
Hello I created some custom fields (type: single line) in the Lead module in order to have them even in the Account and Contacts module after convertion. If I need to modify the content of those fields and would be good that the changes in one "field", say in the Account module, can be automatically updated in the connected field in the Contacts module (there can be 1 account and more contacts). How can I get that result? thanks ciao armando
Export Based on View
Hello. Is it possible to export/create a report based on a Leads/Contacts View? What I'm trying to do is use search on the column headers on a leads/contacts view to filter through my options and see results. Would it be possible to export this or do I have to recreate the filters separately under reports?
Need Help with Formula Field - Boolean Type
I want to create a Formula field in ZohoCRM that is of Boolean type. I am having trouble creating the formula. Field #1 is 'GRANT TYPE' and is a pick list (Choice 1 or Choice 2) Field #2 is 'AREA' and is a number Field #3 is 'GRANT' is the formula field Below is what I want to accomplish: If “GRANT TYPE” = ‘Choice 1’ then “GRANT” = “AREA” * 100,000 If “GRANT TYPE” = ‘Choice 2’ then “GRANT” = “AREA” * 90,000 Below is the formula I have created: If(Contains($${OPPORTUNITES.GRANT TYPE},'Choice 1'),${OPPORTUNITES.AREA}*100000,
How do I open attachments that I uploaded from desktop to deal attachments? I can see them but can't open?
How do I open attachments that I uploaded from desktop to deal attachments? I can see them but can't open?
Importing Attachments
I am not able to migrate attachments to existing leads. I've imported a batch of test leads and am trying to migrate attachments to those leads. I exported a lead report and am using the Lead ID as the Parent ID but I am getting an error message and all attachments were skipped. This is the message: "Could not find a matching parent record for this look up field - Parent ID"
Background color alternative row in template dynamically after <tbody id="lineItem"> CRM
Code snippet : <table> <tbody id="lineItem"> <tr> <td>${Invoice.Qty}</td> <td>${Invoice.Product Name}</td></tr> </tbody> </table> After export as PDF then select my custom template , When I open my PDF . I see there is no alternative color , even I tried through css : snippet : <style> .test:nth-child(even) { background-color:red } .test:nth-child(odd) { background-color:blue } </style> <table> <tbody id="lineItem"> <tr class="test"> <td>${Invoice.Qty}</td> <td>${Invoice.Product
Is there a way to create a new lead from a contact?
We'd like to be able to enter a new lead from an existing contact that has the contact's information already filled in, rather than manually entering the contact information each time. Is there a way to do that?
Dashboards
Hi, Zoho First of all...well done with Zoho CRM, so far so good. Thanks! Here is the question as follow.... How I delete the default dashboards? or relocated them as well? Can I deleted some of the Dashboards within the drop box? I don't need most of them... I can neither delete the new I have just created! Thanks in advance Miquel Miquel Vidal
Customer Module
Hello: I am new to Zoho CRM and entered in my leads without an issue, however when I wanted to enter in my current customers, I noticed that I could not enter the same "basic" information as I did as the leads. Any ideas on how I can include rating, lead source, lead status, email, and first and last name of the contact at the company. Thanks, Mike
Expanding Notes filed so you can see more information.
Is it possible to expand the notes section on a customer record so you can see more information? It is limited to one column and it would be great if this can expand across the page? See screenshot to see what I mean :)
Email Replies
Hello: Being new to the CRM world, I wanted to see how the email function works. I created a new lead, added my own information in, and sent a test email inside Zoho CRM. The email was received perfectly, so I replied to the email. My issue is, I never received in the CRM. How can I receive the replies inside the CRM? Thanks, Mike
Syncing Gmail to Zoho
I've been using Zoho for a while now and am sending all emails out through the actual site. Is there a way (after a lead has been entered) to have my gmail account sync all emails so I can see them through Zoho and not have to switch back and forth between Zoho and gmail? Thx
Export Leads and remove the data
Hi I want to export my leads but ensure they are removed from zoho. What i want to do is export the leads and relevant fields then import them again as a diffrent source and assign thenm to a different lead owner (sales person). I do not want the sales people to realise the lead was previously in the system. I will then have 'fresh leads' for sales person who do not have perceptions of the quality of history of a lead. When the lead is exported i will import the lead again with a new source and for
new offices in a single customer
How they are incorporated into different branches or zoho crm delegations to a client with a single Cif ( ID number legal). Regards
Having ACTIVITIES or TASK as a Related List in CASES
Dear Team, To address client issues, we have cases, and at times in order to resolve a case involves multiple activities. However, I am not able to see or Ceate TASK / ACTIVITIES as a RELATED LIST in the CASE MODULE> Need urgent help to get this done..
Zoho Contextual CRM disappeared from Gmail!
Hi, I have activated Zoho Contextual CRM for quite sometime and since last weekend, it disappeared from all of us 4 users. IT is still in place under my google apps may i know how to restore the contextual portion in our gmail please? It is very hard to get in contact with any support
cannot Add/change user settings
Hi, I can't add new user or disable users. the system is on "loading" Thx
Why does "modified time" not update when you change the notes!?
Please can you make this update the modified time? Otherwise the pulse feature is completely useless? Unless I am missing something
Voice to Text Recognition for Notes?
Quick question, but perhaps I am not remembering correctly. I could have sworn at one of the Zoholics conferences last year that someone showed me that it was possible to voice record a note (which I know you can do) and that it would automatically convert the recording to text via some form of speech recognition software. Again, maybe this was being discussed and was later found not to be possible; maybe it requires some sort of plug-in.Or maybe it was in my vivid imagination. Anyway, does such
How to display Contact View sorted by last name?
I am used to my contact lists sorted alphabetically by last name and in Zoho it displays first and then last. I tried creating a view and on the right column putting the last name first and then the First Name second but it still displays "first last". What am I missing?
Function to update task status from contact page.
Hello ZoHo crew, I've just been hired full time to become the team's ZoHo pro. Most excellent tool you all have created ! Much to learn . I found this most excellent write on creating buttons : Make buttons on modules Now I need to create the functions. The goal is to streamline task management and improve user participation. Attached is an image that makes my goal clear. [ Task Completed ] function should change the earliest task status to completed [ Call in 3 days ] function should create
upgrade from the old professional version
Hi When i upgrade from the old professional version to the current professional version. Have I more opportunities? What is the difference? Because the current is more expensive! Thanks Rolf
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