More detailed linking
We would like to be able to link stuff in a more meaningful way for our business. 1. Can we link Contacts to Multiple Accounts by any method? 2. As well as just Parent/Member account, can we do this same relationship in ohter ways like link a contact to multiple "groups" that they might belong to?
Report change in sales funnel
Would like to show how the sales funnel has changed each week, like say for example, how many deals have moved from 80% to 90% probability of sale...can this be done?
Why Can't I see what my colleagues leads?
I am 4 weeks in to try and get Zoho working properly. I can see all of my leads and contacts but cant see any of my colleagues. I am CEO administrator so I should have access to this? Can anyone advise?
How do I email to my lead list
I have create a email template for my leads list as created one but can not link my Leads list to my email template that I have created
Tracking what web pages a prospect visited
How do I track what web pages on my site a prospect (contact) visited?
Skype Click to call link, petition to remove!!
Zoho, Please remove your formatting on numbers in Zoho CRM. The Skype click to call formatting is preventing me from being able to call numbers from my computer(with google voice) and from my new android phone. Please keep in mind that some people do not want to use skype, for those who do, there are plenty browser add ons that will give them that functionality.
intergrating Zoho CRM with Excel
Hey, Maybe this question was already asked, but i didn't found it. i want to export my contacts to excel, but i need it to be a "live" excel For example, if a new contact was added to the crm, i want to open my Excel, press refresh on the data and then to see the new contact added to my Excel. with no need to export it again from the crm. I hope my question was clear enough. :-) Any advice? Thank you ivgi
Incoming mail not linking to contact
My incoming mail is not linking to the contact field in contacts of CRM. Is there anything I can check? its not a sharing thing as I am the only user
NOTES NOT SAVING
Hi, This problem has come up multiple times across multiple computers. Notes are not saving onto account pages. Note content is written, then save is selected. The screen scrolls down as usual to show the top of the notes section, but the note is not there. The offending computers have been using Internet Explorer, so in the mean time I have told everyone to use Google Chrome. Thanks, Adam
contact list
in "contacts" can I input the company name so it will appear like it does in leads?
Custom Homepage Creation
Hi, I am trying to create a custom homepage, but cant seem to be able to select any of the custom reports I have created..Is it me? Simon
Adding fields to approvals
Hi, I am getting the CRM to work how we need it to, however one thing I would like to work out is something on the approvals process. My sales team submit deals for approval with a checkbox on the potential tab. Then I get an email asking me to approve. however the approval screen and mail only shows the potential name and requester. Ideally I would like the approval screen to show some additional fields, such as total value and Margin (one is a custom field) Approvals doesnt show on the dropdown
Replace Deleted Section in Leads
Hi guys, I just want to replace the 'Activities' or "Open Activities" section i deleted from the Leads page. How do I do this?
Facebook Deprecates its APIs: Effect on Facebook Integration with Zoho CRM
Facebook has introduced a newer version of their APIs and is mandating developers to move to the new version. This has resulted in the deprecation of certain existing APIs, which have been used in Facebook integration with Zoho CRM. For further details about the new version of APIs and deprecation of existing APIs, click here. Due to this move, a few Facebook-based features will not be available in Zoho CRM with effect from December 15th, 2014. They are as follows: Social search in Zoho CRM will
Question about CRM and Invoicing
Hi, Part 1 Invoicing: Please answer in-line I usually create invoices using Office Word because I can fully customize it anyway I want, but it is a waste of time. Please answer these questions in-line to help me decide on your product: 1- Can your Invoice Template be customized further to add different columns + rows? My invoice has the COMPETITORS PRICE column in addition to the YOU PAY column showing different prices and different totals (see attached). 2- Can I display the total of each (COMPETITORS
Mass update multiple selection field without losing previous selection
I have several multiple selection fields to keep data about our contacts' interests. When we do a seminar we may have to update 100 contacts with a new interest. I think that all mechanisms to mass update a multiple selection field (mass update from a view, spreadsheet import) would erase the previous selection. Is there any way to mass update a multiple selection field respecting the previous selection, adding new selected options without unselecting the previous? Thanks.
Search field for products in the inventory modules.
How do I change the sort order in the search field when I create a quote, sales order, or invoice. The current search options do not have a logical sort order.
Viewing emails from other uses for a particular Lead, Contact, or Opportunity
Within Zoho CRM, for each of our leads, contacts, and opportunities there is a section called Emails. In this section if you select from the drop-down a particular user from our organization, I (as an admin) can see the emails sent to/from that contact with our particular user. For some reason the list of users from our organization is less than the number of actual users and so I don't see everyone I'd like to in order to have visibility into the communications and customer interactions. Can
"missing method or missing parameter converters"-whats this mean?
Im trying to create a new event and this message pops up. what does it mean?
Having problems batch uploading tasks
Hi, We are experiencing some issues when batch uploading tasks from our previous CRM system. Namely, contact name and account name are not being identified in the batch uploaded tasks. The tasks are created just fine, but the contacts/accounts field does not populate, even though these references have already been created in the system. Anything you can share to help us move this data into Zoho?
Mass email limitation
I have a list of approx 850 names in Zoho and want to send a Mass Email to all of them. When I used an Mass email with a template last month, ZOHO responded that they sent 250 emails only. We are a non profit and want to mail at least 750 contacts Is their a way to do this at the cheapest option as it is a real hassle to upgrade to $12 then downgrade all the time? Kind Regards Oresti
Inside Sales Best Practice
We are a long-time user of Zoho CRM, but are about to expand the sales team to include Inside Sales. The inside sales role will include dealing with inbound warm leads as well as outbound prospecting. Is there any formation available for managing these processes using Zoho CRM, including how the sales people would use Zoho, metrics that can be captured and reports?
Data seems to have disappeared
Hello, I really hope this is a quick interface problem that can be fixed and not a problem with loss of the data: As of this morning, on the list pages, the titles of the relvant records appear in the list, but when I click through to the record detail page, no data appears. Nothing. No contacts, leads, accounts, tasks. Nor do any related lists appear. I assume this has something to do with the maintenance you did over the weekend and that the data is in there somewhere but unfortunately, until it's
Import and export contacts ?
Hello I would like to know how can I import comments for a prospect and how can i export new comments from Zoho ? Merci ! :)
Cobining mutiple data fields inot one during Zoho Import
Is the above possible or is it just one-on-one? Trying to figure it out, but can't see an option to, for example, combine 3 address fields into the 1 Street field in Zoho at import time.
Attachments in Potentials not available to add to an email
I uploaded an attachment to a potential and want to log an email where I submitted it for consideration. Why does it not show in my library? Thank you, Kevin
Email
When I send an email from CRM, what email address appears to the recipient?
How do I change administrators?
I am trying to change the administrators on the account. The person listed is no longer with the company, and I can't change the email addresses available on the Edit Company Details because it's only a dropdown box. I went to a different page to try to fix it, but there is no option to deactivate the employee who is no longer with the company, nor change the email addresses to current valid ones. How do I do this?
Appointments , Call , Task
Not sure if this is a feature of ,or add/on for , Zoho CRM but it would make the CRM much more complete . I would like my webleads to be able to schedule an appointment/call/meeting from a calendar that show my available windows. Then add it to the contact details , my task , call etc - There are dozens of apps that do this but none that i can see that sync with ZohoCrm - I really would like to keep everything in 1 place Any recommendation or do you have this feature hidden away somewhere
Adding users and Changing permissions
In the paid CRM, if I add users will they be able to access the leads that are already in our CRM? We have many leads and want the new users to have access to them but not be able to necessarily manipulate those leads. And also be able to add their own new leads.
I can't save notes to Contacts
Hi, I am unable to add notes to any Contacts, whereas other users can. All users are classed as Administrators, so I would have thought I should be able to change / add everything? Many thanks
Changing the Lead Conversion behavior/screen
When converting a Lead to Contact, is the offered screen changeable? Also, when creating a potential at that stage, is it possible to define another field rather than Account or Last Name into the Potential Name?
MISSING DATA ! URGENT
I have just gone into the company database to update and add information and there is missing information on activities - I keep a log of everything uploaded on CRM and date input - there is missing information from 2 years - we use this information to pull data and reports - this is very worrying please advise urgently.
Why are the feeds empty?
Dear readers, WHEN I add a new item into the feeds I do not see the message that I have written in my own feed BUT My colleague #1 sees the message AND My colleague #2 DOES NOT see the message WHEN Colleague #1 adds a new item into his feed I do not see the message he has written BUT My colleague #1 sees the message AND My colleague #2 DOES NOT see the message Who can help us debug the issue Abdelkrim BOUJRAF http://www.amia-systems.com
Where has my Mail tab gone??
Where has my Mail tab gone?? Can find the folder for the mail. Any help?? Jeremy.
Remove inline styling from Web Integration Form
I love the idea of CRM/Web integration - but for the life of me, I can't find the option to remove the inline styling from the source code of a web-integration form and let a site's CSS take over. Is there a good reason why this isn't at least an option if not the default? Maybe I'm being unreasonable, but there's this thing called CSS that's on every site that exists for handling this. When you use inline styling - you negate CSS. Bad dog, sit! The only reason I want to rant more is that when
Mailing Labels directly from Campaign
It seems that in Zoho so many things have not been fully thought out and require work around techniques... here is one of them... I am sending out Christmas Cards to Customers... I have taken the time to create a Campaign so I can refer to it later... now, here is the work-around to get what I need. Very sloppy, but it works: Go to the "Campaign" On the "Tools" (gear up top) go to the "Related List Columns" and choose the fields for: First Name Last Name Company Mailing Street Mailing City Mailing
Attached files
I have files attached to clients accounts and I can not open them now, nothing happens, what am I doing wrong?
Enterprise and proffesional
So we are considering rolling ZOHO out company wide. HOwever we are trying to figure out what editions to use. The pricing for enterprise company wide is to high for our considerations, however only 2 people truly need the enterprise tools, such as custom modules. Is it possible to only have the administrators have enterprise, and then have all other employees operate on professional and just use what I have created, but not have the capabilities of the enterprise edition? or do all members need
Adjusting/Changing Sales Order #
Can this be done or are we stuck with this enormous generated number? SO alone generates 16 digits
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