The differences between catagorising in "Reports" and "Campaigns"
As a check to be sure I'm selecting the correct contacts when preparing a marketing "Campaign" I am running a "Report" selecting the same criteria. When I then compare the results, I find that some of the selections in "Reports" do not appear in "Campaigns" and vis versa. Has anyone come across this problem and is there any straightforward answer why the same criteria produce different results?
Activity Date for Related Lead
Hi All, I'm trying to create a custom view that would show a salesperson's leads with a column that shows the due date of the next activity associated with that lead. I'm especially looking for the salespeople to be able to see which of their leads have no next associated task, and I would like to display this on the homepage rather than creating a separate report that they would need to access. Does anyone have any ideas how I can do this? Thanks!
Approval of leads created by users before they appear in Zoho
Say a user creates a lead/account/potential is there a way to 1st view that entry as an administrator before it goes on to Zoho, for quality purposes!?
Accounts and Vendors
when I sync my contacts in outlook with crm, it sync all vendors in my account tab, now how can I vendors to thevvendors tab, keep them separated and sync both accounts and vendors with outlook contacts thank you
Customizing Accounts layout and fields
Hi, I am trying to customize the ACCOUNTS - Layout and fields. I am trying to change the name of Fields, as well as add new ones. See attached screenshot. I am also on the FREE version - does this limit me to making customization changes? Thanks, Mark advertiise.com
Default Length of a new Event
Hello, It appears that Zoho CRM, when creating a "New Event", defaults to an appointment length of 30 minutes. How do we change the default? Our appointment lengths are almost never 30 minutes in our office, and this would save a lot of collective time in input over the course of a year. Thank you, as always.
Delete Stage history
I made an error while posting a stage in the Potential section. How do I delete or edit it?
Change my users email
How do I change one of my sales reps email for the system? SalesSF@ should now be Ana@
Adding Custom fields to Campaigns
I am on I trial version but I cannot add custom fields to campaigns. Is that available in the paid version. Also is thir a way to mave sub campaigns that roll up a a master campaign
Formula to compare dates and then replace numeric answers with text
Hope I can get some help with this formula --- Datecomp(${Accounts.Trial close date},Now())/1440/7 --- The results of this formula in my case will be either 1, 2, 3, or 4. I need the formula to translate the answers as follows. 1 = 1 Week, 2 = 2 Weeks, 3 = 4 Weeks, 4 = 4 Weeks. Within the same formula. Anyone know the answer to this one?
"Loading" email continuosly
Under some of my contacts i can´t see the mails history. Is simply report "Loading" contienuosly under the email section I´m using Chrome and Firefox Hope you can help ? Kind regards Lars Jensen Username: cubemarketing/ cube@cube.dk
Mail Merge Send To Email
Was doing mail merge and it doesn't add the document as an attachment, is there a way to make it and attachment and not just inside the email?
Add Taxe ?
Hello, I would like to know where can I add taxe and % of that taxe please (to my invoice and quotation models )? Could you support me please :p Thanks. Sam
Latest Round of Changes and Feature Requests for Zoho CRM
I have noticed by going through various threads, that people requested certain features whether essential or not from as far back as 7 years ago, and still has not been implemented. I can only conclude that Zoho forget about these requests or are not sure whether people really want them. I have also noticed that Zoho does not announce the latest round of changes and simply roll them out, in some instances causing usability problems I discovered a couple last week by accident and the changes have
potential stage history
there is no way to include additional fields to be recorded on the stage history (e.g. amount, close date)
Address autofill from Leads to Quote
Hello, We have structured our system to generate quotes from Leads. We do not use the Potentials function. So when I create a quote for a Lead it does not autofill the address information from that Lead into the Quote. Does anybody know how to do this?
Changing order of email legend on Contacts page
For some reason, I think my legend changed regarding the email sent as listed on my CONTACTS page. I don't care WHO sent it (to/from), but need the DATE sent. How do I make those changes on that page?
Incorrect Sort Order in Parent account
Hi, I am trying to sort the parent account filed by ascending order and there doesn't seem to be any order to it. I have a couple of empty fields first then the next entry begins with 'T'. Any suggestions would be greatly appreciated. Thanks Emrhys W Rooof.com
SET UP: Accounts/Company/Clients
Just new to Zoho. We do not deal with companies. We are a services provider to individuals. How do I get past having to fill in the company field every time?
Emails accessible by non-Zoho Mail addon users?
Hi does a user need to have the Zoho Mail add-on in order to see emails sent to the contact by other users? Or should any user be able to see emails for a certain contact? Thanks very much Jeff
Pipeline by Stage
I'm trying to see a "Pipeline by Stage report on my home page. It says: Insufficient data to display in this chart type. Kindly choose some other chart option. I'm simply trying to set things up with test data. How many data points do I need to set up before it will appear?
Convert lead without creating an account
We have noticed that you cannot convert a lead into a potential without creating an account. The natural flow is Lead (no value yet), after qualification you may be able assessing a value. Then you want to convert a lead into a Potential (note that you cannot enter a $ value into lead, i.e. if you have a $ value you need to create a potential) But of course you don't want an account yet because an account is a customer and your lead isn't yet When trying to convert a lead into a potential Zoho
Zoho & Quickbooks Online
Is it possible to intergrate Zoho CRM & Quickbooks 2010/11 Online (Australia) version? Thanks Jim
Changing my email
I was attempting to change my primary email on my account and ended up putting down the wrong email (added a extra "c") ...so when I tried to go back and change it, I get the message that I have to get the confirmation email before I can change my primary..but I can't get a confirmation email...because I put down the wrong email. What can I do?
How to import Sales from ebay and/or Amazon
Hello, I tried to import my sales from ebay into Zphp CRM, After uploading the xls sheet in Zoho, the screen with the available fields is shown. But I see the field names of my ebay excel sheet but I am not able to choose a corresponding field in Zoho CRM. I this fields are shown the entry "Keine" in german, what means "no" in english. I need to import all sakes from the marketplaces in Zoho to create a marketing campaign. Anyone able to support me? I am really new with Zoho. Regards Frank
CRM and Mail Licensing
Hello, I have 10 employees in my company. 5 of them are going to use the CRM: Accounts, Oportunities, Tasks, etc. 5 of them are technicians that will use Zoho, Projects, Zoho Mail and nothing more. The problem is that the information of the customers will be on the CRM (Accounts and Contacts) Technicians need to access to the customers information (Account and Contact) just to see information (address, telephone, etc) but they don´t need to go in depth (oportunities, quotes, etc.) and they don´t
Post report sent
ood morning, I wonder how I can see the report or the statistics of the emails sent to prospects for date ranges. Thank You
help with reducing to free
My company circumstances have changed and I need to reduce from a paid subscription to free for a while. When I click on the link to downgrade to free, a survey box comes up but there is no way to then progress beyond the survey to complete the downgrade. Can anyone help?
Is there a way not to have to build a search over and over and over?
Under contacts I build a search criteria to filter out clients to get a Total Number, then I go to build a campaign and have to build it all over again so I can add them to a Campaign, then I need to run a report, which again requires me to build the criteria for the search, so that I can upload it to a mail program. There is so much room for error when you have to do this over and over again. Not to mention you can't see a total count on the Campaign search for contacts after you put in all the
Problem with accessing Contact in the Tasks screen
We are using the Free version of Zoho CRM. All of sudden I'm no longer able to access the contacts in the Task screen - I can't access it when I create a new task and I can't access it when I pull up an existing task under Activities. I'm a salesperson and need to be able to see the contact names when I've doing follow-up calls. Please help - I tried signing out and then signing in. Nothing seems to work. The link is just not available to me - while everything else is working fine. Thank you, Sharon
How long does it normally take for ZOHO CRM to send an email once it has confirmed as sent?
How long does it normally take for ZOHO CRM to send an email once it has confirmed as sent?
Domain mapping in Zoho CRM
Is it possible to map a domain on Zoho CRM?
Accessing CRM contacts within mail?
I have Zoho CRM installed with Zoho Mail as my email client - which I use within a window in Zoho CRM. The two seem to have separate contact lists. How do I access a CRM contacts lookup when sending Zoho mail so I don't have to look up the mail address every time and paste it in etc.?? TIA
Sort Account by phone numbers
How do I sort accounts by area code phone numbers/
e-mails send from ZOHO CRM do not appear in ZOHO Mail
Hello, I send e-mails using Free version of Zoho CRM. I followed instructions for connecting it to free account at ZOHO Mail, but see no module for activation of the link. Is the reason I cannot see CRM initiated e-mails because I am using free account or am I doing something worng and should be able to connect them? Please help! Thank you!
Contact reports
Hello, I cannot seem to include account names when creating contact reports. If I'm missing something please let me know. Otherwise, anybody else run across this?
Zoho Sheet - Contacts Postal Code
I would like to export my Opportunities to an Excel Sheet by including the adress and postal code of the concerned contacts. How is it possible to add the adress and postal code fields on a view?
Purchase Orders
How do I get the system to auto generate a PO number every time I create a PO?
Print a secondary contact mailing label
I would like to print a mailing label with a secondary contact person. The system will not let me create a view without the primary contact's last name. How can I create a view and get rid of the contacts last name? Help
How can I do to see email that contact send me?
Hi. I can see on my posible contact table mail that I send to my posible contacts but when these people answer my mail not appear. What can I do? Here attach an image http://cl.ly/image/453t0G3A2t2k
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