Using FREE edition and PAID edition CRM
Is it possible for other users to use FREE Edition and the administrator will use the PAID edition to consolidate all the data? We prefer to use the FREE edition because this users will only input the Leads, Account, and Potentials. The administrator will be the one to consolidate all the data and generate the reports and other field like Products etc.
Add Task to Multiple Prospeects
Hello and TYIA, Is it possible to add a task to multiple prospects? For example: I am running a direct mail campaign and I want it to go to 100 prospects for the next 5 weeks. I can create a task "send mailing" and make it recurring every Monday for the next 5 weeks. I want to attach that task to the first 100 prospects in my list without recreating it for EVERY prospect. Is this possible? Thank you, dp
Is this possible with workflow rules in CRM?
We would like to establish a workflow that is triggered as soon as a new record is created in LEADS according to the attached diagram. The workflow has to be executed fully automatically. Can we accomplish this with ZOHO? A good advice will be very much appreciated.
Searching for accounts
Hi all, When searching for accounts I encounter multiple problems. First, the accounts are not in an alphabetical order but rather in the order I last changed/edited them. I want to change that but how? Second, my search layout clearly states that I only want to search for accounts with my search option. But when typing e.g. "Cambridge" I get both account names holding the name "Cambridge" in the account name and accounts domiciled in "Cambridge". Please clear this issue. Thanks, Lars
Email assigned to a campaign
Will we be able to assign a email to a campaign anytime in the near future?
Quoting
I'm finding it so difficult to setup Zoho CRM to manage my Upfront and Recurring pricing structure. I know the Zoho CRM quoting functionality doesn't deal with being able to quote recurring costs; I can add a custom recurring price field in Products and store the recurring price figure but I can't do anything with it. It can be shown in the Items line ina quote template but I can't total this price, I can't sub-total and therefore I can't store this total and report on it. Surely, there must be
I downgraded and lost a tab I had personalized with some infos
Do you think that this info is still there if I upgarde again? Cheers Laure
Add a note... causes extra clicks
My staff has recently been complaining about the new "add a note..." default text in the notes field in Zoho CRM. Prior to this feature, we could put our cursor in the notes field and either type in our notes or paste in our own notes. Now, we must select the "add a note..." text and delete it first. Because so many of my staff members are used to the first way, many of our notes now start with the words "add a note...." Can this be fixed?
Calendar and scheduling / completing calls
Hi, I want to be able to go into my day. See my activities. Then, as I complete them, I want to schedule a new task. When I do this, I keep having to change screens. Plus, after I've completed a task, it still shows up on my list of activities to do, even though I already completed it? So, I keep going back to to the same tasks. How to I get them out of my daily task and how do I schedule a follow up task without having to go to a new screen? Also, when I go back into the account later, I see
Change Event Default Reminder to "None"
How do I change the default for the reminder on Events to "None"?
Macro does not associate Account to Contact
This is so basic... when I run a macro, the Account does not associate to the Contact so that when I'm looking at the Activity rollup, I can't tell what Account the Contact belongs to; not to mention that the information in the Task is incomplete.
Changing a text field to email field (across all records in the CRM)
Hi, When I set up my CRM I made some emails fields simple text fields for some reason so it's simple text with no hyperlink. I'd like to change all of them so the hyperlink shows up that allows quick composition of emails. Is it possible to change this now? Or do I have to manually enter them all in again? (we have over 1,000 accounts) Thanks for the help. Aaron
Creating additional notes area
Hi, just curious if I can clone the Notes area so we have two identical notes areas. The point of this would be to have internal notes (with time stamps) viewable to our team internally. Then we could have a second notes area (with time stamps) that we could use for profiles of users who need to view only very limited areas of our database. They would have access to Notes 2 (for example) but not Notes area 1. A simple text area as a solution wouldn't be ideal because there is no time stamp/user
How Can I Email a Case to a supplier
Hi there, please can you tell me how I can email a case to a supplier please? With contact details etc from an account, Thanks Mike
Full english release when based in France
I am located in France, I choose the English US language. The menus, the screens and reports lay out are in English but the data / pop up windows are in French ?
Organizing Leads or Contacts
Hi, Is it possible to organize leads and/or contacts in Zoho? I'm using Zoho CRM. Sometimes I'd like to send a mass email to a specific group of leads/contacts under a certain category. But there seems to be no way for me to initially categorize my leads/contacts. Thank you.
Problem when converting lead. Information in "closed activities" and "notes" fields is not carried over to the new account.
Hi, Am I missing a setting or something. If I have lead that I have logged calls on and added notes during the selling process. I want that information to be carried over to the account that is created when I convert the lead. Is it a setting for this or am I doing something wrong? Roger,
1000 Contact Limitation --> ZOHO CRM Professional?
Hi... We have a ZOHO CRM Professional and added a Google Contact Sync (unidirectional from ZOHO to Google Contacts). Unfortunately, it seems to be a 1000 contact limit for syncing, but we have more than 3000 contacts. Please remove the limitation for our account on the domain quellgebiet.ch. Thanks
Issues with Audit Log & Task visibility
So I'm trialing the Zoho CRM Professional Edition, and am the Adminstrator for our account with 3 users. I'm concerned that the Audit Log is not showing the creation of a new Contact [by me], but is showing the creation of a Task for that Contact by a user. Also, if I click onto the details of the particular Contact, then I don't see any Activities for the Contact - but if the user clicks onto the Contact, they see the Task they created. Surely as the Administrator & CEO I should be able to see
Edit a Custom View for New Potentials (Current Week, Current User)
Hello, Are there any expressions i can use to filter for current week. Context: New Potentials created this week. I do not want this to be static meaning i have to keep changing between filters each week. Any ideas? Many thanks
Any ideas what this is, it shows up every few weeks for the past few months.
Anyone know what this is and why it keeps reappearing after developers keep tinkering with zoho CRM? It
Web form notifications not working - urgent resolution needed
A recently created web form is not emailing notifications to me or the person who filled the form in and not entering the entry as a lead into Zoho. Everything is set up correctly. This is business critical and I'm getting no response from Zoho support by email or phone.
When you have only general e-mail of the company
Hello. How are you doing with leads without personal contact. I mean You know webpage of company and general e-mail. For you this company is lead (you will contact in the future, intent to reach person who is responsible for decision making and etc.). How you fill Lead? Or are you filling account instead? In the leads you need to write last name (but you don't know it yet)? <lead is person, but why it is person, not a company?> Thank for advice Paulius
zoho crm: Singapore locale
Hello support, The date format for the above locale is appearing in the mm/dd/yyyy format while the correct format for Singapore is dd/mm/yyyy Can this be fixed? Thanks
Web form notifications not working - urgent resolution needed
I've created a web form but the notifications are not working. Settings are as shown in this picture. Urgent help needed please.
Zoho Crm Java Script does not work after latest Java update
When trying to import prospects the drop down menus don't work for field mapping. The following javascript error appears: Script: https://js.zohostatic.com/crm/v665/javascript/zohocrm_primary.js:1
Add note now requiring two clicks?
Hi there, It seems there have been some changes to how ZohoCRM is functioning, in the notes area in particular. For example, until a couple days ago, I could click in the Add a Note field and immediately type. Now, I have to click a second time in the field that opens up, in order to add content. How can I go back to the way it was, i.e. click once and type into the Note field? Thank you.
Space problem between paragraphs in massive e-mailing
Hi, My e-mail template looks perfect in the preview but when I send it to my contacts, it doesn't have the spaces between the paragraphs and lines I put in it. Why is it so? what can I do to fix it? Thank you very much!
Can I have various users using the same account
Is it possible to purchase one CRM user account and have various employees use it? I dont want to purchase an account for each employee, its expensive for our company. Can we buy 1 user account and then have a field that the employee enters their name so that we know who is using the account or who is editing information. For administrator level activity can we also do that inside of the same user account, using a password? or should an administrator have a separate user account purchased?
Formulas displaying while creating
Hi, Currently, custom formulas only evaluate after fully finishing a form. I am aware that in the potentials module the "Expected Revenue" field updates as you type in values in both the amount and probability fields. This means that there is functionality for formulas to visibly update, but there isn't any availability to create custom formulas to do this. Is this possible? How long will it take for this to be implemented?
Copying interface configurations
Hi! I have been using Zoho for a few years and have been able to customize my user interface to my specific needs. Now a business partner would like to sign-up for Zoho and because we are in the same line of business he can use most of my interface as is. Questions: Is there a way to export just the CRM interface configuration without exporting the data? And is there a way to import those settings into his account? This would avoid having to rebuild the interface from scratch in his account.
Chrome OS does not support skype so how do I enable google voice and will that work in place of skype
Pretty much my issue is said in the topic. Joe Banaticla VP Sales USA Rosun Natural Products Inc E-Mail: joe@rosungroups.com Feel free connect with me at LinkedIn: joselitob@gmail.com
Contact and Account Integration
I've been working with Zoho CRM for about a month now and am quite frustrated with the lack of integration between Contact and Account records. Perhaps someone can tell me a better way. We are a software VAR and as such, we need to contact our clients through a variety of querys. For example, At the Account level, I'm able to add what Products the client owns. However, I can't create a query (or figure out how) that will select contacts for a blast where certain Products are owned. Our consultant
Sorry, you can not create more workflow rules of selected module in current edition.
We currently use Professional edition, so we're limited to 10 workflow rules/module. I understand that if I upgrade to Enterprise, we will have 30 rules/module. However, this is not enough. Is there any way to increase the number of workflow rules/module? Ideally, we would like to have 50-100 rules/module. Thanks! Brock
Export event options for Google Apps not available.
Hello. We've followed the instructions here, but they haven't worked. https://www.zoho.com/crm/help/google-apps/export-events-to-google-calendar.html Please help!
Adding a Sales Person
Basic question for most but how do I add a new Sales Person?
Attachment Upload does not set modified or access time
Bug: Uploading a new attachment to a Lead should set the Lead's "Modified" time to the upload time; currently all time fields are unaffected. Explanation: When a new attachment is added to a Lead, neither the "Modified" nor "Last Accessed" times are touched, so there is no way to get a list of Leads with new attachments short of checking every single Lead with an individual API call. This is particularly problematic in light of the inability of non-admin accounts to see API Usage data
Zoho won't connect with Gmail
I am getting an error message when trying to send email from ZohoCRM through my gmail account. It used to work sometimes but now won't work at all. I get the following error message in Zoho. How can I fix it? P.S. The error message says to log in to my web browser but I am logged in and I still get the error message. Error while processing the request! Unable to connect SMTP server:smtp.gmail.com Reason:Authentication failed:534-5.7.14 Please log in via your web browser and then try again. 534-5.7.14
Can I export leads from my CRM into an excel spreadsheet?
I entered the lead info into the CRM, can I pull the info back out of Zoho to manipulate the data?
Reminders
Hi Everyone! I'm just getting started with the free version, and I'm considering to get the paid one. However, I want to make sure that the CRM will fit my needs first. I have a few questions: Can I customize fields (add new ones) in the accounts layout? Can I have reminders on my tasks, AND repeat them when I repeat my task on the future years? Can I export all my Accounts in one "master client list" if I need? Can I attach external PDFs to the accounts? Is there any calendar available on the software?
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