Getting rid of Pulse is a bad idea
For the past two years, I have been telling every customer who will listen how great Pulse is in Zoho CRM. I have explained how it is innovative, useful, and in my experience unique among CRMs. In my office, we use Pulse to follow our most important Leads, Contacts and Potentials. A couple of weeks ago, I went to follow a critical new Contact, and found that the "Follow" button had disappeared from the records I owned. I immediately reached out to tech support, and was told in a very off-hand manner
Total order amount on account page
Is it possible to create a field that is automatically updated with a total of the orders of a customer/account? It would be very helpful to be able to see the total of all orders of a customer in one quick view.
Syncing Zoho Contact with Zoho CRM and accessing them from Microsoft Hotmail
Hi, I'm still very new to Zoho, but I was wondering: Is there a way to ensure that all contacts added to Zoho CRM are likewise added to Zoho Contacts? (and vice-versa?) Also, I was wondering if there was a way that Zoho Contacts or CRM could be 'shared' to my Microsoft Hotmail address, so that when Zoho contacts details are added or updated, it's also automatically up to date in my Hotmail. What would be even greater if there's a way the Zoho contacts could remain somewhat separate within my Hotmail
How do I make sure all my customers are getting called?
I'm in the process of setting up Zoho CRM to manage my sales business. We are a B2C company that sells many times over to the same customers. When a customer reaches a certain sales volume, they are assigned a regular sales agent. Until that time, the customers are all shared equally among all sales reps. They focus on calling the customers that haven't ordered in over 60 days and try to bring them back to us with a new order. If I import all of these customers in as "contacts" and any orders
Where is the contact form I made a few months ago?
It's linked up to my website, so when I click on 'contact us' I see it there, yet I cannot located it in zoho? where is it? what if I want to make changes to it--how do I find it? Thanks--
Form Is On Website, Used To Work, But Not Working Now
I can see it on my website . . . I submitted a test, and it is not coming through to my email address. Also, I don't see the form when I go to webforms in the CRM. I also thought I had set up an autoresponder for this form saying "thank you, we have received your request . . . etc".
Can I put a business address on the 'contact us' web form
I see fields to capture information such as first/last name, email address, etc. however, is there a way for me to put a text box with my business address?
Limited amount of user defined fields
Hi there, we love Zoho but the limited amount of user defined fields means we have to start looking for an alternative solution if there are no plans to change this soon. We REALLY do not want that but would have no option. :-( Why is there a limit to these anyway? Why not give unlimited fields? Are you planning on changing this in the near future (next 6 months)? Many thanks, Maribel
Experiencing 3 View & Edit Problem Since the last Software Update/Upgrade
Hi there! We are experiencing a few problems since the last upgrade. 1. Duplicate blank copies of Opportunity records seem to display randomly when all three users are working within Zoho. - These blank copies only contain the name, but contain none of the other details or information, which causes us to have to go in and delete the extra copies, carefully, to not lose information. 2. The Potentials Record has changed in such a way that it expands to the maximum character length for each field,
funnel sales pipeline
Hi I'm trying to create a report to show my sales matrics. My structure of the pipeline is: LEAD ->CONTACT -> POTENTIAL-> SALE The problem is that the reports only allows to put data from the module LEAD or the module CONTACT & POTENTIAL but not from both at the same time. There is a way I can get a single report with a funnel of conversion that includes the number of LEADS, number of CONTACTS and NUMBER of POTENTIALS? The other thing I want to be able to report is a graph with the AXIS X per number
Downgraded Zoho found new leads that Pay Zoho didnt have?
I was forced to downgrade from a paid version of Zoho to the free one due to circumstances. When we did I found more than 3 leads that had not been in the paid version . any reason.
Stage-Probability Mapping
If I have a potential in a state of "id decision makers" for example, and I delete that stage, what happens to teh potential? does it have a blank stage now and i can reassign it? Alister
How do you configure CRM for Sales KPI's
Hi If I am using CRM to manage a salesforce I need to be able to track their performance against KPI's other than actual sales - e.g., number of leads, number and value of proposals, number of calls. How can you set these up within ZOHO and what version do you need? Nick
Getting 3 Free users access for Zoho
How do create a user who can login with his email address and password ? I have the free version of Zoho which I guess is supposed to give me access for 3 different users ? can you please kindly asssist me with this ? Thanks,
Unable to add Account Name to Potential report
I have created a few custom reports inside the Potentials module in ZohoCRM. I am unable to add Account Name as a column in these reports. Is there some way to add the Account Name field to my report on Potentials?
Order of Reports Folders
How can I change the order of the Report Folders? They don't appear to be in any order, and I can't see how to change the order, either manually or to be alphabetical. Thanks.
Task Notes - Sync Issue
I am having an inconsistent task note synchronization. Some notes sync and some don't. I've entered some notes at the Task Level from the web, that don't appear at the task level from the iPhone app. Also - I've entered some notes at the Task Level from the iPhone that shows up at the Contact level from the web. It is inconsistent. Anyone else see issues like this?
cannot create contact
very frustrated! every time when tried to save a new contact, the web returned "unable to process the request". It worked fine before with free subscription. After I upgraded to the professional addition, it stopped working. Help!
Phone numbers to show with tasks
Is there anyway to get a phone number to show up in a column for tasks with under an activities page?
Unable to add Account Name to Potential report
Hi, I made a custom report on my Potentials. Unfortunately, the Account Name is not one of the columns that I can include on the report. This is very peculiar. Can anyone help me figure out how to get the account name in the displayed report columns? John
Call?
Can I get a call with someone from Zoho to talk through a few areas where I want to ensure the crm is being used to best effect. I've got to the point where I can't take the time to do this all by email postings. Thanks
Cancelling scheduled reports when downsizing to Free edition
We had Zoho Professional for several years but due to some company changes, we had to go back to the free Edition for an undetermined amount of time. Now the system keeps trying to send the previously scheduled reports under the paid edition but it can't. Can you cancel the scheduled reports on our behalf or enable us to do it in the free edition? This is mostly in Zoho's interest. I could simply ignore the messages generated by the system, mark them as spam or whatever, but it's an unnecessary process
Updating a drop down box (for Trade Shows) and it doesn't update
I've added 2 more trade shows to the list of Which Trade Show, but neither is showing up on the list. I know I'm in the right area, because i can change the order of the list, just not the content.
Is the zoho CRM really slow recently?
Hey guys, i found these couple days, especially yesterday and today, the CRM is really slow. Am I the only person experiencing this?
Converting Leads to Potential / Opportunities
There is another post for this, however with no replies. How can you convert leads to Potentials or Opportunities (customer name)? This should function without loss of information and convert both to create a account, contact and potential/opportunity.
Please Help (We cannot open our Zoho CRM account)
Whenever I click ZOHO app through mygmail account it give me this error message: Sorry we are unable to process your request. Contact support(at)zohogadgets(dot)com for further support. Look forward to your assistance
I got a problem about join CRM account "Sorry we are unable to process your request. Contact support(at)zohogadgets(dot)com for further support."
There's something wrong with the Join CRM. I create new user assume xxx@xxx.com and invited this user. User is join link to CRM This is error page and I'm not join CRM Help me please
I need a workflow to send emails automatically every two days
I need a workflow to send emails automatically every two days, after a customer enter the list of leads. Is this possible? I did an upgrade thinking it would be possible to do this , but now I saw that it is not.
PDF Problems
I cannot export to PDF at the end of a quote..... its sits for ages on my template screen, then when it opens the quote - its a black screen
PDF Export
i cant export to PDF when in quotes? Just started today
Hi, my name is Cristian
Zoho CRM Hello friends, I would like to know how I can configure the system so that when printing a client or potential client the company logo and space to sign the legal representative appears. Greetings ......
Loading... Please wait help
hello i have a problem so by logging inscription loading ... please wait lasts forever please urgent help error occurs on page http://thehuntergenerator.wix.com/copyright-theHunter
Mail Merge Printing Problem
I am trying to use Mail merge to letters to multiple leads. At the end of each letter, soho making a line across the page and starting the next lead on the same sheet so all my letters come out messed up. Please help with any suggestions
Mail Merge Cutting my Pages off and drawing a line across the middle. Help?
I have been trying to print via mail merge and for some reason the program decides it's a good idea to draw a line down the middle of the page where it thinks the page should end. Its also cutting the tops off some of my pages and moving text to the next page. Please help!
API Usage query
Hi, We have not implemented any API, but according to Setup - Developer Space - CRM API... Can Usage Information Methods Today's Requests Max Limit per day getSearchRecords 0 250 getCVRecords 0 250 All Methods together 20 8500 Can I find out where these 20 requests have come from? Thanks, - Adam
Dates Out and Notes Missing
Hi the dates on my clients - from when I last contacted them are completely out and some notes are missing. I know one client I only called last week but my notes indicated my last contact was back in MAY and the latest notes are missing. Please advise why this has happened and how this can be fixed. Thank you, Cara.
Integrating other Zoho products with CRM
We are currently using Zoho CRM on a trial basis. My questions are as follows: Can different users in a company subscribe to different editions? In other words, do all users have to upgrade to CRM Plus in order for a few users to access Projects Management? Do all users have to use the Enterprise edition in order for a few users to access Zoho Support? Thank you, Marie
Sharing leads/contacts/accounts with specific people
I have an agency with 3 departments: - Account managers - Production 1 - Production 2 ...and we got 100+ clients and growing. How can i use zoho crm efficiently so we can set access for individual account/contact/lead access to specific people. The records should not be accessable to anyone else (except the CEO/Department head). The people that need access to Client #1 could typically be 1 account manager, 1 from production 1, and 1 from production 2. The people can change at any time. How can we
Web to Lead Form not sending email, nor populating in Zoho CRM
Hello: I am trying to create a Web-to-Lead form on our WordPress site. I am trying to test it on this page: http://printerocity.com/main/schedule-a-demo-or-chat-with-us-test/ The form's HTML code I copied from the WordPress tab in Zoho is below. When I test the form, it appears to work properly on the WordPress site, but it does not send a New Lead Alert email or a Contact Form Response email. It also does not send the form information to Zoho. I have read the FAQ on this issue, and I do not believe
Horrible CRM
Not a good CRM Lets see in the last 15 minutes i experienced the following. 1- Created new module for company than tried to sync with outlook using app. Turns out you can only sync 3 modules with Outlook. Not being able to do this is a deal breaker 2- Chat feature keeps appearing every time i try and use Zoho. Only solution according to support (who've been great by the way) is to either switch browsers or clear cookies and cache. 3- Get error message every time i try and send an email. With or without
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