Avatar syncing from google contacts
Hi all, I'm new to Zoho CRM and trying to get it all setup and working for my business. One thing i find very important is getting avatars from social media into my CRM. Personally i think this is a feature Zoho has to have from itself since a lot of simpler CRM's already provide this. But for now it will do with my Google Apps Contacts sync. I got it all synced up, but i notice that the contact with avatar in my Google Contect do not have a avatar in in Zoho. How can i achieve this?
EMAIL SIGNATURE NOT SHOWING UP!?
Is this happening to anyone else? All of a sudden my signature is not showing up anywhere and none of my setting have been changed?
Can't view "created date" in Closed Activities
Hi, Under Closed Activities, as of last week, I used to see the "created date" or "last contact" date and now there is nothing there, it is empty. How do I add these fields in my view? Does the admin need to do it? and if so, how?
Workflow rule for when an account is deleted?
Is there a way to have CRM send out an email when an account is deleted? I'm not sure what criteria, if possible, is available to make this happen. Thanks!
ZCRM Date Time Input Changes
29 days ago I wrote the note below note about changes to data and time selection. The change introduced more "clicks" in our user workload but they could still enter a customer time. However, today, my users are very distressed because the only time options available are 30 minute increments and this is a serious problem for us. We write thousands of Sales Order per year, with precise delivery time instructions, i.e. Delivery 11:20 AM etc. But now we can only chose 11:30 AM - which is 10 minutes
Enhance Spanish translation
Dear team, I have been requested this by several customers. Would it be possible to change Spanish translation for some pieces in Zoho CRM. Nuevo Cuenta => Nueva Cuenta Todos los Cuentas => Todas las Cuentas Nuevo Oportunidad => Nueva Oportunidad Todos los Oportunidades => Todas las Oportunidades Nuevo Factura => Nueva Factura Nuevo Campaña => Nueva Campaña Todos los Campañas => Todas las Campañas As you are probably aware there are "genders" for nouns in different languages. The items mentioned
Show Vendor Field in Potential
When we setup a vendor we allocate them to a product manager group. Example we would have Cisco as vendor and Networking as PM Group. this is setup in vendors. In a potential we pull up the related vendor (ie: Cisco) and would like to automatically pull up the PM Group in the Potential.
Lead description will not map to a Contact Description field.
Dear Zoho support, Just wondering why I can't map the Lead description field to the contact description field. It will let me map to the Account description and the Potential description field but not the contacts description field. I did notice that the Lead description field type is : Text Area ( Large ) The Contact description field type is: Text Area ( Small ) The Account description field type is: Text Area ( Large ) The Potential description field type is: Text Area ( Large ) The Description
Web to Lead Form With Two Different Free Reports
I have two web to lead forms set up to receive leads' information and send them free reports. Each form is on a different landing page, and each subject is different. I want to capture the leads AND know which lead is associated with which subject (free report). All I see now in the notification to me (lead owner) is the form information: First Name, Last Name, and Email address. How do I indicate which report the lead received? Thanks!
How to resend welcome email?
The link in the welcome email is only active for seven days. If they user doens not activate their account within that time how do I generate a new link? Thanks Neil
'Company name' not uploading from CSV file
Hi, I have just tried to upload a CSV file with some new contacts and everything has uploaded fine, apart from the Company name which is missing. This should have worked as next to the Company ID field in the upload I selected the Company name from the file. I have done this twice to be sure and it has still not filled in the company name. Please advise on how to fix this without manually having to go through and editing?
Inventory Template and adding staff information
I'm excited about the prospect of using the Inventory Template in conjunction with the Quotes module. I've figured out how to add a variety of services/products, but now I would like to add information about the staff who will be detailed to a project. I have all of my staff in the system as contacts with their bios in the description field. So I'd like to be able to add a subset of them to the quote much like services are added to the quote. Then, using the tbody loop, iterate across the staff
Need of Open Source CRM Solutions for Business
Open source technology services offers development of wide range of business solutions based on this technology that help in management process and also promote growth of company.
has anyone attended a CRM Workshop?
If so, how did you like it? RS
Send Email without Attachment
Recently we have encounter problem with the "SEND EMAIL" function when sending PO / Sales Order. almost half the mail we send from the "SEND MAIL" function is WITHOUT attachment and it would be a real problem if it keeps on happening. Can you please look into the issue. Thank you.
How to automate a series of emails to be sent to a lead, one every few days?
I'm interested in automating a series of emails to be sent every 4 or 5 days after the creation of the lead. Is there any way to do that without manual intervention? Here's the situation -- when we get a new lead, we send an email requesting some information. If we don't hear back from the lead, then we want to send a second email 4 days later. If we DO hear back from the lead, we do NOT want to send the 2nd email. Is there a way for me to set this up?
Can I delete all the Notes associated with all the companies on Zoho?
Hi there, When we transferred over from our previous CRM system, we added all of our previous emails associated with that CRM to the Notes section on Contacts and Companies. However, we would now like to remove all of the notes from Companies and leave them linked to the individual contacts only. Is there a quick way of doing this?
Is it possible to have volumes, prices, revenues ... per added product in a potential?
In a potential you can currently add several products. Is there a way to link the expected volume and revenue per product? This feature is supposed to look like the line items per product in the quote. Thanks! Geert
How do I upload a file to campaigns?
Hello all, I want to upload supporting documentation and purchase orders to campaigns when they are closed but I cannot find the functionality to do this at the current time. I know this can be done in other CRM systems. Any information or demo links to show me how to do this would be greatly appreciated. Many thanks, Lee
viewing Callbacks
Hello Group, How do I view my scheduled callbacks with zoho crm?
Zoho CRM not responding since 3pm GMT
Hi, Is there an issue with CRM at the moment? I cannot access it since 3pm this afternoon, just getting 'Please wait'. Many thanks, Dave
Quickest way to show contacts at a company?
Hi, This might sound a bit basic, but when typing in a company name in to the search bar in Zoho CRM, it only brings up a few of the contacts for each company - not all of them. You then have to either go in to the Companies Module and select the company and then look up the contacts or run a report - both of which are much more time consuming than simply being shown all of the contacts in the first place when searching. Have you got any idea how to make this work more more efficiently or am I doing
impersonate option
It would be great to have the ability to impersonate a user in order to test various restrictions/ views etc. WITHOUT having to get their login credentials
old zoho email linked to my new zoho crm please help !
Hi there, I have just changed jobs but am using the same laptop. My old job used zoho email but not a zoho crm. As part of my new job I am setting up a zoho crm. However my old email address is linked to the new zoho crm that I have set up. I tried to go in to the Accounts section to change it to my gmail address but it wont let me. It keeps saying invalid current password. I went to my gmail and changed the password and tried again but it keeps saying invalid current password. Please help ! :)
Create enterprise with same address when importing a contact?
Hi, when I import a contact it automatically creates a new enterprise if it doesn't already exist. So far so good. Why is it that the enterprise is created without address info, while this info is available in the newly created contact? Thanks
Pushing data from CRM to another CRM
Hi, I use two separate zoho CRMs for different parts of the sales process. I would like to push data from one crm to the other. Can I use webhooks for this? If yes, I need help to set it up. Someone? Thanks anders
Can't add or edit fields
Just getting started. Using FREE to check out. Tried to follow online help, but buttons to create field are not showing up. Is it because I'm using FREE version? Can't I make changes to customize fields for LEADS? What's going on? Thanks, JR
Double Up Descriptions
Hi When we enter a new product and then add the description for this product, the description will then come out twice under the product code on an invoice, we then proceed to take the description off the product, which then is all ok, except when we then used that product for a quote - theres no description?
Deleting links from zoho crm
Hi, I couldnt delete a custom link. when i tried to delete i get a screen with loading but it doesnt end. pls could you check it? Thanks Umut
We need to have two emails connected to the same CRM account
Two people working at different times with two Zoho email accounts. Can we have two separate emails on the same CRM user account, if so how do we do it as Zoho keeps opening up a new account when it is clicked on
Restricting who can add Product to Account
Hi guys - Can you advise whether I can restrict which users are allowed to add Products to Accounts? I can't find it in the Profile settings. I can restrict permissions on the individual modules but not on the connections between them? We are a member association so knowing who subscribes to what is really important for us. We need the information to be trusted so would prefer to restrict who is able to add a subscription (Product) to an account. Thanks, Linda
Potential Activity/Notes showing up on Contact
Hi there, how do I make sure that all activity created for the potentials do show up on the associated contact & vice-versa? Same question for Notes? At the moment, one has to look at both records (Contact & Potentials) to see the full picture of all activity/notes for it. Many thanks1
Changing Pick List to Multiselect Pick List
Am I able to change my Custom Pick List field to a Multiselect Pick List?
Can see all records and entries, but can no longer create or edit.
I recently had to reformat my hard drive and start from scratch. I was successfully using Zoho CRM prior to the reformatting but since have not been able to create new records or edit existing ones. I have cleared every cache that I can find but have had no luck. Any suggestions on what may be causing this problem? Thanks.
Moving from one CRM to Zoho
I am currently working with Maximizer 8 - and would like to move over to Zoho.. but can not seem to locate the 'how to move over' ..ideas?
Report account and activities
I create a new report named "Nome_contato_firm_tarefa" to show all the activities listing firm_name (like account name), contact name and the informations about a task ou a call. Why some register don't show the firm_name, like the sample below?
StoryBoard and hierarchie on account
hello, it will be a commercial advantage if on the CRM it will be possible to draw a storyborad with past and futur activities by account, and draw a hierarchie with headquarter et subsidiaries. thanks you
Internet Explorer Print Preview
Whenever I print preview an invoice on Internet Explorer 11 or later, I get the Preview text on the top of the page. I don't have my headers or footers enabled. When I do the same thing on Chrome, Chrome works beautifully. Is there a known problem with Internet Explorer and Zoho Print Preview? Anyone else have a solution to resolve other than use Chrome?
IP Addresses Restrictions
Is any one else have problems connecting to unlisted IP Addresses? Meaning, when you are traveling and don't know what IP Address you'll be using, you can't get into Zoho. and yes, I've turned in a ticket to Zoho. and yes, they keep telling me to do things and send pictures of my screens. and no, I don't have an option under Setup/Users and Permissions and no, I don't have an option under My Account/Securities - only to add IP Addresses
Can inbound calls through phone bridge open a new lead and pull data in?
My Zoho CRM is integrated with RingCentral. When an inbound call comes in I would like a new lead to open up, and pull information into the crm from the call (ex. phone number, campaign name) Is this possible? Thank you, - David
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