ZohoCRM data uri images into email template
Hello, As I tried to add a logo <img> using a data URI (http://www.websemantics.co.uk/online_tools/image_to_data_uri_convertor/) I came accross a bug and what looks like censorship of ZohoCRM: 1) Edit template in HTML mode 2) Insert logo with <img width="..." height="..." title="..." alt="..." src="data:image/png;base64,iVB..... 3) Back to WYSIWYG editor, looks fine 4) Save the modifications made on the template 5) image did disappear... 6) Back to Editor, HTML => the src attribute of the <img> tag
move file to another main folder in Documents module
Hello, I have a very simple problem: I have a few directories in CRM and want to move certain file to another folder. I can move it to subfolder or even create new folder INSIDE to move it, but can I move it to another folder, not subfolder, except the way when I have to down- and up-load it and lose the whole history? Thanks to look at this, Eve
Quotes item price inluding discount
Hi all, Would anyone be able to help us with the followwing: We are trying to setup a quoting system in Zoho and like it to look exacly like this: Now most of this we can do, but what we really strucle with is the reseller buy price (as in per item) and getting the format right as in seting it up in landscape etc. Who is able to help us with this? Many thanks Sylvester de Koster
Quotes item price inluding discount
Hi All, I have a question i can't seem to solve. In uor quoting system, we have a list price "${Quotes.List Price}" and setup a discount under the "product details" when we setup a quote. What we really need is on the accual quote to have both the list price and the DISCOUNTED list price, per item. So like this: End User End User Company Name End User Contact End User Contact Name Customer Reseller Company Name Customer Contact Reseller Contact Name Product Code Description Qty List Price £ End
I can't to add product to invoice
Hello. I'm a new user in ZOHO. So, I can't to choose a new product. What is a problem? This one of some important quastion in my choose a new CRM. Help me please. What did I not correct? P.S. I use a russian version of ZOHO. And sorry for my english )
The title mapping from lead into contacts of an account
When we complete the name of a lead, there is a box for the title of the person, Mr Mrs etc. However when this is complete it doesnt map across to the title of the contact in the account, is there a reason for this?
Editing a stage in potential
It appears that when i am in a potential and i need to amend the stage i have to use the large edit button at the top of the screen as opposed to the small edit button to the right of the field to amend the stage. Is this correct, shouldnt both places allow the editing to take place? Maybe i am doing soemthin incorrect?
Assigning task to multiple accounts?
I am trying to create a task and assign it to multiple accounts, such as, "Introduce to new products". I need to perform this task with several accounts. I cannot find a way to enter the task once and assign it to different accounts.
how can i add several Products as choices within Possibilities
When creating a new Possibility (Opportunity), I want the include/add products to that Possibility. I am struggling with this challenge? Hoping this makes sense.
Set up a client group using custom fields
I would like to set up a group of clients with specific custom field information for a mail campaign. I see how I can search the information, but I don't see anywhere that I can select those clients for a "New View". Also, new view does not give me the ability to select my custom field. How do you do this?
Zoho CRM Super Admin
I am the "super admin" on my Zoho CRM account but I need to change the email address that is connected to the Super Admin user. I have not found an option to do this. Can some one please help me with this?
mail sent to us thrue Zoho doesnt show in zoho email.
Hi, We do get notices about customer answering our email on the iphone and ipad… but as we look in the Zoho…. we can’t see the emails in the email module or in the contacts as well. What can be wrong? We are afraid that we will miss some emails because of this. As the attached screen shots shows the email från Hallner doesnt show in her contacs email list. And Erik Zaars answer on our email, doesn´t show anywhere in Zoho.. but we did get a notice on our iphones and Ipads that we received an
Report-Duplication of Data
I am constantly trying to create a concise report which gives me single entry of the data, but there is lot of duplication of data in the report. I have attached the image for your reference. Kindly help me for the same.
ZOHO CRM - LEADS SEARCH NOT WORKING
Hi, We have been experiencing some issues in the last few hours, where in newly created leads can't be found using the search feature. If I create a lead "John Smith" and search for it in the system, I am unable to retrieve the file through the search utility. However, the file has been saved and I can retrieve the file by going through the leads view page and manually going through the leads list. With over 100 leads a day, this workaround isn't really convenient. Can anyone from the Tech Support
Field styling?
Is it possible to edit the field styles of a form? I know of paid plugins for wordpress form plugins, such as ninja forms. They have those larger fields, etc. Is there a way in zoho to edit the fields to look larger, perhaps by adding in some padding, foe example? Thanks! jz
Request to add an Image Field Type
I would like to be able to add product images to my quotations in Zoho CRM or Books so they stand-out from the competition. This would mean havinng an image URL field type and the ability to include the image in a document. Is this possible? If not, please add it to the wish list! John Legg Owner: The Debug Store
emailing related contacts
In the CRM I use the "Contact Roles" section to show link contacts to a "deal" I would like the ability to send emails and easily cc the contacts linked to a deal. Is there a way to easily email related contacts without having to search for each one individually? Thank you, aaron
Can you change what appears on the Account View. In particular the Contacts View in the Account View?
When in an account and you scroll down to contacts it shows the following fields on this screen, Contact Name, Email, Phone, Mobile and Fax Is it possible to change this? I'd like to be able to view to delete Fax and Put the Person Title in this view
Deleting Contacts from Campaigns
Hi If I delete a contact from Campaigns will the campaign information (such as if they opened or clicked) for this contact disappear from my CRM? Thanks
Getting Account Names in the Potential Module
I'm trying to create a custom view in the Opportunity module, and I can't get it to show Account name as one of the available columns. Do I have this set up wrong somehow? This seems like it should be so obvious. Do I need to separately create a custom field in the Opportunities module and map the account name to it with a macro or something?
Help
Trying to set up the CRM. We are willing to pay an expert to help us. I know how to use Zoho as I have for other companies before but not from scratch.
Zoho Lead Strategies for Marketing Agency?
Hey guys, I'm looking for some insight from other marketing agencies that are using Zoho CRM for their lead generation and contact management. We plan on implementing an automated marketing system later, but we'll need to have all of our ducks in a row as far as configuring leads to partition information in a way that works best for our industry. What I'm looking for is: What is the process like for your company when using Zoho CRM to track leads from beginning to end? What are some of the
Sync with email adres poses problems.
Dear sir/madam, Recently I've experienced problems with my (work) email account (not ZOHO). Every 3 to 5 min my new (unread) emails would be displayed as being red, even though I did not read them yet. I've been on the phone with Apple 7 times, however they never had the same complaint and did not know any solution. Then I realized my ZOHO account is linked to my (work) mail account. Now I turned of the sync with my (work) email account and now the problem is gone. However, I still want to be able
How can we copy field value to another ?
I would change a type of text field to the value list. This is not possible. Also I would create a new field list value and copy the old text field to the new. Is this the right formula? Is this possible?
Duplicacy of Data
I am constantly trying to create a concise report which gives me single entry of the data, but there is lot of duplication of data in the report. I have attached the image for your reference. Kindly help me for the same.
Analytics intergrated on WIX
Hello, Would the analytics tools work on WiX ? as i have found that most do not.
Zoho Sales/Support Atrocious
5yr + Infusionsoft customer and I wanted to check out more options as I may (or may not) get more with my money using Zoho. After spending a ton of time sifting through your scattered bits and pieces of what you can offer and calling a phone number, we get a man in another country that keep's placing us on hold to connect us to sales. HELLO we called the number that said sales, why are we being connected to a tech specialist? Strike 1 as it seems your infrastructure is as cluttered as your website.
Sales Reports Not Updating
Good afternoon, When we modify our potentials stage to sale, it is not immediately reflected in our sales reports. Despite refreshing the page and double checking information-the correct information isn't displayed until an hour or so later. We've never had problems in the past but over the past week, several users have reported the same problem. Appreciate any help you can offer, Stephanie Pickup
Trying to create a webform in ZOHO
Hi everyone, I am attempting to create a web form in ZOHO that will eventually have a form location URL and a landing page URL, and I read that you can use the * symbol in both of these fields in the meantime, while creating the forms. However, after adding the asterisks in both fields I still receive a prompt to "Specify a valid landing page" when clicking Save to complete the form. Does anyone have any advice on how to resolve this? Thanks so much, Sofia
CRM Potential/Opportunity: connect to contact and account
In CRM, currently when a Potential (what we call “Opportunity”) is converted and moved over (via either closed lost or closed won scenario) the Opportunity attaches to the Account Record. Then from the Account Record, the main contact that was associated with that Potential/Opportunity is referenced and any relevant note history can be viewed via the Account or in the lost potential/opportunity. However, this creates a big gap in our note history for our Contacts. We’d like to have Potentials/Opportunities
Need a report that gets me new customers of last quarter (even though account may already exists for a while)
For a report I need to be able to present all new/reactivated customers of the last quarter. I cannot use account creation date or anything like that, as accounts may have been in our CRM environment for while but no potential has been won yet. So I want the report to include accounts at which we have not won a deal in say for two years, but we did win one in the last quarter. Any ideas? I have advanced reporting in place as well
contacts or leads
hi I have just started using Zoho CRM. I have a wedding and events business where clients book either our DJ, Photobooth or décor services. Do I add all the clients in the leads or contacts, Sorry probably a silly question but thought I ask before I start adding regards tony
Is there a way to track sent emails (outside of setting up a campaign)?
Im on a trial with ZOHO, and just about to make my decision to go with it for our sales team. One feature that appears missing, but is CRITICAL for us is the ability to tracked emails sent inside the CRM (outside of the campaigns feature). Is this something that is available? Frankly, it is a feature with a host of other CRMs, including Agile CRM, which we are considering switching away from, but this is a must have feature for our 15 sales reps.
How to work with multiple currencies?
I sell products in Brazilian Reais (BRL) and in US Dollars (USD). How can I use both on the potential revenue if this only accept one currency?
Undelete a Report
Is it possible to undelete a report, some how zoho deleted one just now when i was selecting to go to another record contained in this report.
OLD PROFESSIONAL
What does this mean? I can no longer see what are the details of this plan. How many records can be stored in my crm now? is it the same with STANDARD which is 100k?
Leads states: The view you are trying to access is not available
When trying to view leads from the leads tab, I am getting the error outlined above. See attached screenshot. I can still access individual leads if I search where they can be edited, updated, managed. But I am unable to view any lists at all, including out of the box or custom build views.
Can only "some" users in an organization be upgraded?
We have a sales force that will need to be on the "Pro" version of Zoho, but most admin staff are fine on the standard free version. Can I have sales staff on the "Pro" version, while the balance of the staff use the free version? That way everyone has the same database for contact information, but the sales people and their managers have more functionality in the "Pro" version.
How do you include both a business and home address for the same contact?
How do you include both a business and home address for the same contact?
Associating Calls with Activities
I need to link the recorded call log with the activities in a report. I can link them in the Activities tab w/ a custom view, but I need to be able to aggregate the data in a report. Selecting Calls as first module does not let me select activities as related module.
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