Sending link to form prepopulated.
Is it possible to send a link to a web form to a customer that has the Account or Contact prepopulated and hidden? For example, I want to send a report card form related to a custom module to all of our customers and have them respond, bu I want to know who is submitting the form without forcing them to type in their names.
Can you change the order of items in a quote in Zoho CRM?
Hi, Basically we do our quotes in Zoho CRM and then different customers will want different works packages. The clone function is a brilliant idea. However once cloned If I want to add a product the item it will alway appear at the bottom and to get in the correct order I then have to remove items above it and reenter to have it in the correct sequence. Have played about with a Zoho books trial I note that this is possible here, but I really don't want to have another platform to have to login to
Only 32000 characters are allowed in your email content
Can't enter any templates it gives me errror "Only 32000 characters are allowed in your email content". I am nowhere near that number of characters. See my secreen shot... Please help, if I can't use templates then I will need to cancel and go to another CRM.
Workflow Issue on Import
I need the capability to have a set of Workflow rules automatically attach to leads as they are imported into ZOHO CRM. This is not one task, but a series of 10 tasks which should occur at intervals up to 100 days out. How can one accomplish this. I see how to set up workrules, but they don't appear to work on imported leads. Is this something I and I alone need? BillK :?:
Creation/Edit of Contact Record Creating Duplicate Accounts
I am in account form and creating a new contact. When save a new duplicate account is created and contact does not appear in original account. Tried entry from short form with same result. Merged duplicates to correct. Edited contact to clean up and when save back to original problem...duplicate account with disassociated contact.
Integrating Scheduling Software
Our sales reps use TimeTrade to book time with potential customers. Is there a way we can integrate a link to their calendar into email templates? Keeping in mind that we have multiple users (sales reps) all using the same template.
uploading from spread sheet
I am trying to upload my spreadsheet into the leads. My spreadsheet has multiple tabs at the bottom for different types of companies. It is only uploading the first tab. Any ideas on how to get the other ones to upload?
What is the problem?
what is the problem? See attachment.
Industry Field
Hi, I have edited the values in the Industry field and saved the changes. The new values does not reflected in the Industry's dropdown list when I edited Account information. Please help. Thank you.
Tags
Hi, I would like to ad several tags to each lead. For example: tag by position, country, industry, couple of sub industry topics depending on the responsibilty (like regulatory in clinical research or regulatory finished products) etc. For some leads I would like to use even 7-8 tags. Can you help me how can we do it. Thanks, Szabolcs
Account/Contacts
I want to add a new Account. I've looked at the tool bar across the top but it it not there. I do have admin privileges. The only way I can add a new account right now is to go into open and click edit on an existing contact. Then when I hit the account lockup I can choose to add a new account. There has to be an easier way! Sheilaz
Attn. CRM Administrators: Only HTTPS Support in Web Forms
Hello, At present, we are supporting both HTTP and HTTPS in the following Web forms: Web to Lead Web to Contact Web to Case Unsubscription form for Email Opt-out From Jun 1, 2011, we will support only the HTTPS and permanently discontinue HTTP. If you still continue to use the HTTP in your web forms after May 31, 2011, you cannot collect the leads, contacts, cases and email opt-out data from your website. How to Update your Web Form? Please follow these steps to change from HTTP to HTTPS: Step 1:
Does anyone else have more than one instance of CRM open on their browser?
I have been getting duplicate notifications tasks/pop ups since early last week. I have spoken to CRM support today they are saying that his has always been the case, but yet I always work with multiple tabs, they are saying that if you have multiple CRM web pages open then you will receive the same amount of these pop ups? I think this is ridiculous. I have been using Zoho CRM for months and have never had this particular problem before. Does anyone else here use have more than one instance of
Map Custom Fields
Hello, In our business process, we Convert Quotes to Sales Orders and Invoices. We would like to identify all Sales Orders and Invoices that belong to a Quote, via a unique ProjectNumber. We want the same ProjectNumber to be carried through from Quotes through Sales Orders and Invoices. So we created a custom field ProjectNumber (of type Auto-Number) in the Quotes module. When doing so, we clicked the checkbox so that the same field is also created in the Sales Orders and Invoices modules. The field
Can not access contact address from the contact screen
When I have the contact screen up I can not go into the contact and see their address.
Activities - "From"
Hi, under the activities tab between "Activity Type" and "Due Date" there is a section named "From". How do I get the activity/task owner's name listed there so I dont have to click on each task to see who the owner is? Is this possible? Thank You :)
Can´t downgrade my subscription
I tried to downgrade my subscription of Zoho CRM to the free version, but the system asks me to choose among 3 options the reason and does not give me a button to finalize the operation.
Workflow Alert does not notify the recipient.
So I have created a rule the criteria is as follows: ( ( ( ( ( ( ( ( ( Owner First Name is Timothy Dodge or Owner First Name is Barry Strudwick ) or Owner First Name is Fernando Alfaro ) or Owner First Name is Jason Boon ) or Owner First Name is Leslie Hoblitzell ) or Owner First Name is Lolly Strudwick ) or Owner First Name is Mike Torino ) or Owner First Name is Stacey Murray ) or Owner First Name is Stephanie Green ) or Owner First Name is Steve Gohde ) I have an alert associated to the rule so
Adding contact's person phone number to tasks report
Hello, I added a custom report on open tasks by customer. I can add the contact person name to the report but the list of fields does not include other info about the contact person such as mobile phone Is it a way I can add it ? Thanks in advance Moti
invite to an event
when I create an event and send invitations to attendees... 1 - is there a way to receive a confirmation when individuals accept the invitation? 2 - is there a way to have the event automatically added to people's calendar. thanks
CRM very slow- won't load any searches
Any ideas?
What happens if the internet goes off, how can be connected to the CRM
What happens if the internet goes off, how can be connected to the CRM? Is there any way i can see my file??/
Edit Contact: "edit" link disappears when mouse over and can't be selected
Hi guys I am trying to use the direct edit option on screen to modify a contact email adress. But on mouse over the edit link completely disappears and cannot be selected. Happening on FireFox 21 at least..IE works ok. Cheers Timm
Send Mail from POTENTIALs lIst
I wanted to share a list of potentials with another user. When I click on send mail under the more actions menu , iy asked me to select few records. I selected 7. Then I was prompted to select a template. I only template shown was "bid deal alert". Once I selected that , screen shows 7 mails send. This was most embarrassing as emails were not meant to be send to the contact listed in each potential record. How do I rectify this.? Thanks NARESH
Help with a date created + X amount of days formula
I am trying to create a formula that takes the "Date Created" and adds "X" amount of days. Any help would be appreciated.
Reports tab on home page has disappeared!
Hi all, I have just noticed that on the main tab on Zoho which shows home/pulse/leads/accounts etc has removed the tab for Reports. Does anyone know why this may be? I have also searched for reports, but no results have come up. Thanks, Kelly
Leads App - Now for Android Phones Too!
Let us begin with the basic question - What does the Leads app do? It scans badges of attendees (at trade shows and events) and adds them as leads in your Zoho CRM account. This app was available only for the iPhone users. Now, it is also available in the Google Play Store for Android users. Why do I need the Leads app? Quick follow ups - Eliminate the long hours that the lead information takes to reach the sales team for a quick follow up. You can quickly add leads and assign them to the sales rep
Vendor name in contact screen
I am curious who uses "Vendor Name" in the contact fields and what for?
Problem with the save and create follow-up task
Hi, When I click on the save and create follow-up task button in a call edit, the page freezes and no new task is created. In IE, I have a message : Unable to process your request Click here to go back.
Canceling prepaid plan
If I purchased a 1 year pre-paid plan and cancel before 1 year, do I get re-imbursed for the unsubscribed time?
Report of email sent out!
Hello, Is there a way in the CRM that you can go in and see all emails that was sent out the system to leads or contacts...? either per day or weeks...? Thank you! G
Notes
Hellow Support When i write http://mm.bonusklubben.dk/feed in the Notes og the content field andclick on save. The text is convertet to this: http://mm.bonusklubben.dk/feed I´m using Firefox Hope someone can help me Kind regards Lars Jensen
change primary email address zoho system markup creating an error
OK so there's a need here to change a primary email address for a member of my team in Zoho. I follow the instructions here: https://accounts.zoho.com/u/h#profile/email In brief, one adds the new address they wish to become the primary and has to send themself a confirmation email to that new address. However, due to a markup error by zoho whereby the system appends the word 'to' to the front of the link of the email address one wants to update, one can never receive the confirmation email and thereby
Report with Potentials and Email Addresses
Hello, I'd like to export a group of potentials and their email addresses but I can't find a way to pull the data I want: Potential Name: Contact Email Address: Potential Stage: I don't want to use the email within the system but export our own lists. Can this be done?
PLEASE make events more streamlined! (feature requests)
Please make Zoho more streamlined for users like me, who heavily rely on the Events part of Activities. Our company employs 7 outside salespeople, all of whom spend most of their time making in-person calls with customers, generating potentials and working toward closing those potentials. it would be great to see event activities streamlined in the following manner: a) get rid of participants, and just allow to associate with multiple contacts -- why would there EVER be a situation in which a participant
quotes are not exporting into PDF correctly
Quotes Not Working
Import quotes or invoices
Hi¡ We want import quotes from data base access to Zoho CRM Is this possible? Thanks
Zoho CRM search button not loading
I am trying to search lead names in zoho crm leads but the result isn't loading. Is Zoho crm down?
Search Tool Only Sometimes Works
We are having an issue with the Search tool working only sometimes. This has happened across several users on several machines, across the country. When searching for a name or company, sometimes a result will appear, other times it says "Loading" at the top and doesn't process. Clicking refresh generates a blank page. Thanks!
Limit CRM Access by User?
Is there any way to limit access to full CRM database by user. I would want each user to view only the customers/contacts for which THEY are respnsible. Thanks! Mel Cooper mel@melcooper.com
Next Page