Filtering Related Lists in Potentials
We sell through resellers and as such we have a large number of potentials listed under one account. We would prefer not having to create a new account under this parent and then list the potentials under the child account because our closure rate is about 30% so 70% of the accounts within Zoho would end up being inactive. A simple solution to this and other issues when viewing potentials and contacts within an account is to add the same filtering that is available under potentials and contacts
Calls disappear
Hi I wondering why when I click on any lead, the calls done before are not appearing any more as one of the details of the lead? I can't go to check any description or note that I left for myself about older calls done to that specific lead. I didn't change anything, this morning they were there but suddenly they disappear while I was working. What happened? Help.
Notifying multiple people when a new Webform Lead is created and pending approval
We have a webform that submits a lead into the CRM. We also have a workflow rule that is setup to notify additional people when the lead is created, but its not performing the extra notification until the lead has been approved. When the lead is first submitted from the website its goes into the needing approval section and it appears that the workflow rules do not run when a lead is at this status? We need a way to notify multiple people when a new Webform lead has been created and is waiting approval
LinkedIn URL in Contact form
Hi there, Is there a way to store a Contact's LinkedIn URL on the Zoho Contact? I don't need anything fancy, just a field to copy and paste the Contact's LinkedIn Profile to a field. Ideally it would be a URL field so that the user can click right through to the LinkedIn Page from within Zoho CRM. Many thanks in advance for your replies
Automated task for workflow rule not working
I have set a workflow rule conditioned on lead source to then create a call task for trigger date +1. I have imported about 50 leads and I cannot understand why the task has not been created for them. I am sure the task is associated to the workflow rule. Any suggestions as to why this is not working?
Private medical clinic: best way to use CRM?
Thanks for reading. I'm new to CRM. We currently use a Google Calendar to book appointments (this is the sale) but we don't generally track where leads come from, hence we are looking at Zoho CRM. Our leads come from our online contact form, online booking form, direct email, and calls. I appreciate how online contact forms and booking forms can be easily integrated into Zoho, but how about customers that book through direct email and by phone that just book an appointment? I would like the simplest
Form does not post into my Leads area
I created a sign-up form at http://www.amemoryjog.com/Download-Password-Management-App-iPhone.aspx. It allows the user to enter their email, first name and last name. It should submit their information into my leads section of Zoho CRM and then send the user a thank you email. It does not seem to add the lead and does not send the thank you email. Am I doing something wrong?
notification feed
I am able to see others notifications on the feed. Is it possible for this to show my own actions as well?
Overwrite Import Error
I have a file that I am trying to do an import using overwrite. I imported with the overwrite option. It is telling me it skipped over 90% of the accounts. I am getting this error; Permission denied, record owned by another user I have never had an issue before, I use this to queue up calling data for views. I will not own the records, as I am the admin. please advise, I need this to have my reps follow up....... Leah Edwards
Website Contact Form Cannot be Found in Zoho CRM
It's on my website, but I cannot find it in Zoho CRM>website integration>web forms. I tried conducting a 'test' by completing the form and 'sending'; a blue host message appeared saying that "the website you are trying to reach is temporarily unavailable - please check back soon" it asks if you want to log in, and when you click on this link it takes you to blue host. www.mobilewirx.com Please advise.
Web form collect IP address
I am using Zoho web form in existing Word Press site to create Leads in Zoho CRM. Works great! I now want to capture the IP Address of the user who submits the Contact form. How is this possible? Thanks, Dennis
Pop up task reminder
Hello, When I create a task I usually chose "pop up" to remind me not email. BUT : as I have many task reminders, zoho opens individual windows that take a lot a time to close them individually as I do not have time to process them all. Not possible to gather in one windows with all overdue task inside ? thanks. Nono
Activity logged via mobile not showing up in audit log
When I log a call or put in an event on the mobile app (Droid Razr X) it doesn't show up in the activity log. I have reps reporting the same thing too. Help!
Logging scheduled calls
How do I log a call that has been scheduled? If I schedule a call for let's say tomorrow - and then finish this call - how do I get it from "open activities" to "closed activities"? John.
Product Description Printing twice on quotes
Problem is the product description is printing 2 times on my quotes. I've tried printing older quotes and it works fine. I've tried using an older part number on the new quote and it does work correctly. See attached sample. Ideas?
Role-Based Access Controls (RBAC) for Users
I'll try to keep this very simple, because I'm sure the answer is just the same. Thank you for the help in advance. I am not a novice user, just new to Zoho and its architecture. Nevertheless, my problem is that I have, for discussion purposes, 15 licenses for 3 different businesses. Leads have custom fields for some business that are not relevant or applicable to another (if those lead fields cannot be hidden / restricted to specific roles then so be it). Specifically, the breakdown is: Digital
email verification for account set up
I have logged in several times and keep getting the message that my email addresses is not confirmed and that I should send a new confirmation request or the account will be deleted. I have check all spam filters and junk email and to date have not received a confirmation email from Zoho. Can you help with this.
How can I keep tabs on my accounts sales please, other than creating on going tasks
I want to be able to find out where my currents accounts are in relation to sales orders ? Can you suggest the best way of doing this so that I can create a system that flags up every 1 month, 2 weeks etc ??
We've Moved!
Hi everyone, Just a quick question, we have recently moved and i need to change our address, is there a way i can do this once, not several times for invoice/purchase orders/quotes etc. I did have a bit of a look in the set up section, but didnt want to mess with anything. Thanks in advance!
Multiple e-mails for one account or lead
Can you have multiple contacts associated with a lead or account and will zoho capture all the e-mails that are sent to those e-mails under the company they are associated with?
Approval Notification Question
When our Sales Engineers want to change an account rank, their Regional Sales Manager (RSM) is required to approve it. So, I decided to test the approval process in Zoho. First some background: We have three Regional Sales Managers (East, Central and West), each of whom have 6 to 7 Sales Engineers that report to them. Within Zoho, I have the set up the roles for Sales Engineers-East (Central or West), along with roles for RSM-East (Central or West), so the Sales Engineers report up to their respective
Can already existing field be updated/changed ?
Hello, I would like to know if I can change an already existing field : - change the field for small area text to large area text ? - already existing field is available for leads, can I make it available for account and potentials as well ? Thx Marc.
Notes field missing when opening a lead
Hi guys, the notes box under a lead where you can leave a note with updates seems to have disappeared since yesterday! Any suggestions? Thanks in advance
mass emailing - you have to be kidding me !
Okay - I am going to assume I am not the only one to come up with this. ZohoCRM has been around quite a while and I am astonished why these things have not been addressed. Here goes: No particular order: specific to mass emails. I have 7K worth of contacts and I need to email a subscribed newsletter to them (ie. they subscribed for it). 1. You cannot create a view to say search all contacts with a specific account type eg (Newsletter Only). 2. In order to do this - you have to do a manual criteria
Associate emails from same address with different leads
Is there any way to associate emails from the same email address with different leads? Our business scenario is this: We work with a wedding planner on multiple different leads at the same time. The planner is our contact and therefore, every lead has the same email address. We would like to be able to associate different emails from the planner to the appropriate lead. Salesforce has many apps that accomplish this feature, but I have yet to find anything from Zoho.
Creating tasks on cases - task to someone other than owner
Hi there - I'm just trying to work out how cases work and how the work on them might be assigned out...... here is our scenario Person A enters a case - a client who has complained about a product. Person A wants to assign the resolution of the case to person B When I create a task on a case it seems to be automatically assigned to the case owner (i.e. the person who input it) and this doesn't seem to be changable. Is this correct? Is there a way to link a case to a task and assign it to someone
reading product Dynamically while running a service call
Hi Following is the Scenario I am trying to implement When ever an order is placed in my word press site that details should be reflected in my ZOHO Sales order For this I have used the XML feed which is in Developer space => Examples => sales order my problem is how to read product ID while service call i.e when ever an order is placed and service call is executed how to pass product ID dynamically
Calls - Status
Hi, I don't seem to find the possibility to add a status (Open - Completed) to the calls that I'm planning. If I'm going to make a call for example tomorrow I would plan it in today, add a timeslot when I would make the call. Problem is that when 'tommorow' is over and I haven't done the call it disapears from my Open Activities... Can someone guide me a bit in this? Kind regards, Chris.
What happend with the LiveChatinc and Zoho Integration?
Hi, I am evaluating Zoho and was disappointed to see that LiveChatInc does not integrate with Zoho so that chat leads are sent to Zoho. I found this posting: http://www.zoho.com/crm/blog/livechat-integrates-with-zoho-crm-28-2-2011.html I talk to LiveChatinc and they said that LiveChatInc does not integrate with Zoho. They told me that there was an effort but there were problems and when they tried to resolve Zoho was not responsive.... Zoho.....Do you have any plans to integrate LiveChatInc
Quote Drops Trailing Zero in List Price Field
See attached. Zoho is dropping the trailing zero for list price in the Quote Program. This is not proper as this is a currency field and currency fields should display 2 decimal places.
Importing contacts for existing/imported customers
What is the format for the customer-ID to link contacts to companies successfully? I have tried a dozen times but have never been successful. Does the import csv for the contacts need to use a special format for the customer IDs? In my case the typical customer IDs (when displayed in the sheet view) are like: '1399931000000084007 Using the same IDs importing the contacts did not link the contacts though... THX for a feedback
How do I find Calls that I've added
Hello, Sometimes I set up a call reminder but can't make the call on-time. where do i go to retrieve the call reminder that i've set so that i can either re-set it or call later?
email notifications or alerts
when a new job is entered into the CRM for a particular person to follow, can an alert pop up or can an email be sent to them? Please let me know if there is some way we can set this up. Thank you, Kim
Link from Contact Page to events not working
Hi If from the Company Page or the Contact Page I click the hyperlink on the activity subject (both open or closed) I get an error message like this Then if I go under activity tab all activities can be open. How is this possibile? I've tried both with Admin and user privileges. thanks F
Would like a refund for the the subscription that is now cancelled
Can you let me know how I go about getting a refund for the unused annual subscription that was taken out of my account. If you could cc in robertd@duncanprint.co.uk with any future payments.
ZOHO integrate with 8x8 voip
Our company uses 8x8 voip for a phone system and ZOHO CRM for a database. 8x8 has a click to call function that does not work with ZOHO. Ideally, we want an integration for inbound and outbound calling. Depending on consultation and development, we may settle on an outbound integration solution with an inbound integration the in the following quarterly budget. Switching phone systems or ZOHO is not an option.
Restricting access to Zoho CRM Reporting
Hi there, I have refrained from enabling "reporting" on my sales rep profile for fear that it will allow the reps to create/ run reports for privileged data such as: - other rep/ manager sales performance - access to other managerial reports that I have created based upon the company's Opportunities (potentials) is there a way to limit what data can be viewed for those that have access to the reporting functionality within Zoho CRM? thanks in advance,
Creating a Report using TAGS only
How do I create a report using specified tags?
Sorting lead list from newest to oldest
How do I sort my lead list from newest to oldest? Zoho was automatically sorting it by default until I manually sorted it by phone number now I can't get it to go back. I want new leads that were entered into the system most recently to appear at the top. Thanks, Alex
"Loading..." never completed,lost all my call notes
So, I log a call; I'm on for half an hour making lots of notes, all good... Then I clock Stop, it says 37 minutes, good.. I clock Save, and it says "Loading" at the top of the screen - for 20 minutes... I finally hit refresh and my call is not there and I lost all my notes. Any ideas how I can make sure this doesn't happen again?
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