Outlook Sync
can Zoho CRM be synced with outlook. we are also running an exchange server
Search not finding contacts
Hi We have suddenly found that leads / contacts etc which we worked on recently are not appearing in the search results. But if we load the same client as a lead, and convert the lead to a new potential, CRM picks up the contact. So it seems that the search function is not finding the contact, although the data is on CRM. Is anyone else having this problem? Is it a general issue that Zoho is aware of?
Como quitar los decimales en el detalle de una cotización
Hola a todos, bueno soy novato en el uso del CRM y me gustaría que por favor me dieran una mano explicándome como hago para desaparecer los decimales que en la imagen adjunta relaciono, ya que he mirado en el modulo Cotizaciones (Quotes), no me deja modificar los campos para quitar estos decimales que no quiero que aparezcan en la impresión de la cotización. Agradezco mucho su ayuda con el tema.
Personal Settings
I am starting to configure my personal setting but I need to change my professional function mistakenly assigned when registering for the first time. Can anybody help me on that? Thank You in advance. Acacio Costa
Getting a report on notes
Can you set up a report that shows the notes that have been added to accounts by date? My staff are adding notes to explain what they have discussed with clients in face to face meetings but I can't find anywhere to get reports on this.
Mail Merge Issue
Hello, I have created a mail merge template for welcome letters that we send to all new customers. I was having a problem with the information not populate the various inserts but found it to be the browser I was using (Chrome). No I have stumbled across another issue, we have changed the Address fields from Zip and State to Postal Code and Province as we are in Canada but when I try to do a mail merge insert on my template it will only give me <<Contacts_Mailing_State>>. When I try to do the
Is there a 'task completed' tick box etc for when tasks have been done?
Some tasks have now been completed ahead of the due date which the user originally set. Is there a way to remove the task from the activities module log to say this has been completed?
Populate Existing Customers with Web Form
I would like to build a webform that I can send to customers so they can fill in their own information. Is there a way to do that?
change primary email ID to deleted user email address
I have followed your instructions to change my primary email address by deleting an existing user with the new email address tony.james@resolutiondm.co.uk then creating a secondary email address for tony.james@resolutiondm.com and then making it the primary address but it then says that the .co.uk email address already exists. Any ideas? Cheers.
Adding Contact and Account Reference Fields
Hello - I'm trying to create the proper relationships in the CRM. I have a Parent Company (PC) I have 500 Marketing Managers (MM) I have 2500 Properties (Prop) that they manage 1. I created an Account for the PC 2. I created an Account for the Prop 3. I created a Contact for the MM 4. I associated the MM to the PC Problem: I need to associate the Prop with a MM Q. How do I get a field on the Prop Account to connect a MM? Q. Conversely, how would I attach 1 MM to multiple Prop? My preference would
B2C vs B2B
Hello, I'm thinking about using Zoho for a B2C solution. It looks like that is possible to setup, I think by making the Account field optional. There will, however, be some accounts that I do want listed as Companies. Will that still be possible if setup for B2C? Also, do lead gen web forms still work for B2C? In general, I'm interested to hear from any of you using Zoho for B2C regarding your experiences. Thanks, Jeff
How to implement a Sales Force
Hello, I want to associate my organitation Sales Managers to each Account in Zoho CRM I don´t want to use Territories, not needed actually, the asigment is a bit handly. I have a person in my organitation that it the responsable of creating Accounts, this person is the propietary of all Accounts. When the Account is created, the Sales Manager assign the Account to a Sales Manager. How can I do this assingment using Zoho CRM?? Best Regards, Unai
How to create a Lookup Field for assigning sales managers to accounts.
Hello, I want to create a Lookup Field in Leads and Account to be able to assing some of my company sales manager (zoho crm user in my organitation) to each Account (Customer) It is something like this: This is implemented as a standar in Zoho CRM Lead Owner Lead Owner Select the Zoho CRM user to whom the Lead is assigned. Lookup - I need to do the same but not assigning owner, I need to assign Sales Managers. Regards, Unai Mata
Conditionnal color in view
Hello, do you add in your roadmap the possibility to color line in view according to values ? Thanks you Expert Zoho CRM & Google Apps France
error de traducción / translation error
Informe/Report->Crear Informe/Create Report->Seleccionar Módulos/Select Modules Ingles/English: You cannot select more than 3 Related Modules Español/Spanish: No puede seleccionar más de 3 usuarios relacionados Debería ser / Should be: No puede seleccionar más de 3 módulos relacionados
how to upload data from 1c to zoho crm?
how to upload data from 1c to zoho crm?
How to get rid of "via Zoho crm" at that follows your email address
When i send the email via Zoho crm, it will show the recipient that it was send by <email address> via Zoho crm. Is there a setting that I can get rid of that?
De duping double entries
I managed to import the same set of contacts twice and now I have 1 set of records with 2 contacts for each person. Any idea how I remove duplicates? Thanks Mike
Leads vs Potentials?
Hi, Just started using Zoho CRM, and I'm a bit confused about what to use for most our sales enquiries. Leads or potentials? Whats the difference? Whats the benefit of using one over the other? I've just removed half of the modules from the navigation as it's a bit overkill in our opinion! Chris.
Import Limit
Hi, We start using Zoho CRM and actually using Professionnal Edition. I've seen about limit of 20 000 for import Data and i would like understanding what mean this limit exactly ? We use French setting language. When we use import option for leads, it tells us that the limit is "20 000 par lot" that we understant as "20000 max for each treatment (file)" Is it how it works ? Or the limit is for a day ? I can't imagine that limit is for all our company for ever... no ? Thanks for your answers.
Reassign notes & activities for a contact person that leaves the organization
What are you doing in such cases? I have created notes for contact persons about phone calls and meetings. And now this guy is leaving the organization. The notes are part of his old company and I want these notes to be reassigned to his successor. Is there a way in Zoho CRM to do this? Or what are you doing to prevent this from happening? Thanks in advance !
Views Zoomed In
Please help, I did something that made my views zoomed in, now the information for Home, Leads, Accounts, etc is large and does not now fit on my screen. How do I correct this issue?
Importing Contacts - Overwriting
I am trying to batch update contacts with one of a drop down field by creating a csv file with just account name, first name, last name and the drop down field I am trying to change. Before importing, I choose the overwrite option, however instead of overwriting the existing contact, it creates a completely new one with just those 4 fields specified. How do I overwrite existing contacts with just one field from a csv file? Thanks
How can I adjust the contact listing under Accounts? I'd prefer to see job title vs fax# etc.
Under Accounts contacts are listed, but some of the columns are not useful to me, e.g. fax#. I'd even remove Mobile# in favor of job title. Is there a way I can adjust the columns that display in the summary contact listing?
Potentials Report
Is there a report that shows all the potentials, including the wins and losses, and allows them to be charted for tracking purposes? I have looked and cannot find one that has them all. Thanks
Email via Gmail not Outlook Issue
Hello, I have setup my Gmail integration with Zoho and I can now view my emails within Zoho. However, when I am in an account or contact and click on their email, I get a window telling me that Outlook is not setup. Why if Gmail is set up and activated would it be telling me that Outlook is required? Any assistance appreciated. Jaques
Charts and dashboard problem
reports OK but chart say "no data available"
Staying logged in
Is it possible for our users to stay logged in all day on Zoho Enterprise CRM? Is there a maximum time window before a user must sign out? Relatedly, does Zoho care if users Sign Out vs just x out of a session? Thanks!
Mass Emails
Hi, I am in the process of trialing Zoho for my business and I am wanting to send out mass emails The emails however only seem to go straight to a junk box How do I change this? Kind Regards
Better Way of Grouping Contacts by Project?
Hi, Does anyone have a good way of grouping contacts that may span different accounts for various projects? An example is below. Contact: John, Account: GM Contact: Jane, Account: Honda Contact: Joe, Account: NASA I may have a project - such as the development of a liquid nitrogen fueled car - that involves Jane, John, and Joe. I may also have a project - such as a big camping trip - that involves only Jane and Joe. Currently, the only way that I'm tracking such "projects" is by using the Product
Can i downgrade from Enterprise Trial to Free Edition of Zoho CRM BEFORE the 15 days
Hi , Currently in the process of evaluating several CRMs. I want to cancel the trial and downgrade to the free version BEFORE the 15 days tryout. It is very important for me to test the functions of the free version . If there is such a possibility would be very happy if you help me . Thank you very much .
Managing Users
How can I view my sales agents calendars?
contact synchronization zoho crm and zoho mail
How to Synchronize contact between Zoho crm and Zoho mail
RE: How can I export data with the attachments to the individual record/contact/lead?
Hello there, I'm trying to export data from the CRM but I would like the export also to include the attachments to each individual record such as any emails sent to this record or any attached documents. Is this possible in any way? Thank you for your help!
Can I export all of my contacts in one go?
Hi, we have around 3000 - 4000 contacts, but the reports module only seems to allow me to export 2000 contacts. Is there a way round this?
Zoho Leads Error
Hello, I logged into my CRM today, and the fields "name" "email" "contact" etc. have been changed throughout all my leads. I think this is an error with Zoho, as I had issues logging in on Friday and now I see the error. Thanks,
Why does Zoho adopt such archaic limitations on Export criteria?
I have been trying to overcome the ridiculously limited capabilities to export leads within Zoho CRM. Zoho limits export from the data base to the first 3000 records. Why 3000 records? Why the first 3000 records? The data file sizes are generally relatively small. Why would anyone choose to export the first 3000 records of a larger file without the benefit of a selection process? Even CRM applications in the 90's never dreamt of such an arbitrarily useless approach to exporting data. Moving on
RE: Is it possible for a CEO/Manager to share his data/contacts with some of his subordinates?
Hello there, I'm currently using the Professional account in Zoho CRM and I'm trying to figure out the permissions and access to data. I've read almost everything in regards to this but I still get confused by who can access what information in Zoho. So let's say that a CEO (Admin) and a Manager (Admin) wants to share only certain contacts/data with some of their subordinates, how can I achieve that in a Professional Account? Also, if I have a group of people who have to be able to access certain
import problems with closing date format
I exported all the potentials to a spreadsheet from Zoho, made changes to certain fields and now on trying to import.... nothing will be accepted due to the closing date format. I did not change anything in this field! All other date fields are being accepted as eg shown: 2014-07-25 This is in the same format as was exported so why is there this bug? I cannot change the format in open office to being dd/mm/yyyy... it just stays the same when I try to format the cells? i don't want to have to individually
Can't delete notes on sales account profile
Hi there, One of my users can't delete notes on one of his sales account, even if he belongs to a profile with the permission to delete notes. I've double checked under the Users & permission tab. He has no trouble with delete the whole sales account, but when he press delete note he gets the following error message: "Insufficient Privileges to perform this operation. Contact your Administrator." What do I have to do to give him permission rights to delete notes? Please help! Best Regards, Emma
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