customize lead notification
Can I customize the lead notification to my sales people? I want the webform data email notification to have my company branding on it and not Zoho's. Can this be done? http://crmkbase.zoho.com/while-creating-a-web-form-can-i-edit-the-notification-email-that-is-sent-to-the-record-owner I hope that's not referring to what I'm talking about.
How to create a report to show all potential for a parent account?
I have implemented a Key account management structure an I need to run integrated report for all related children accounts in one shot. tips are welcome Gonzalo Rossi
Search Feature
I'm working on a small mailing list and because there is no ZOHO category for my list, I have been entering the different categories as 1-3 in the # of clients section. Is there a way to search just based upon this category? Thanks Monica
Vendor Record View
Hi, I have imported some records in Vendor module. When I click on an individual record I can see the name of the Vendor below which I can see "Email" and "Description" fields. The remaining details stays hidden unless I click the "Show Details" button. I would like to know how can I change the view in this? If I need to see some other field instead of Description under the Vendor's Name. I am attaching a screenshot for the same. Thanks, Sylvestor George Phone: 669-888-6088
Exported contact info from CRM
How can I see if any account users have downloaded or exported contact information from our CRM?
Notes for this client
Under the Client tab, there are "Notes for this Client" what is the max number of notes, words or characters allowed and can it be changed or modified to keep a long history? I am not able to make new "Notes for this Client" in the Client module today. Does anyone else have this issue today?
Tasks : Edit Page Layout
Hi, how can I add the account field to task page layout to be able to link/ klick directly to account. Actually, I have to click on contact or opp then on account. This is complicated. Kind regards, Philippe
Services instead of Products
Our company doesn't sell products. We sell services. We sell advertising in some of our publications. Therefore, I need to be able to create unlimited quantity services that have start and expiration dates. I know I could edit the products tab, but it is still based on Quantity, instead of time. I dont want to have to create our services for every month and include them in the products tab. That will become way too large. I want to create the advertisement service one time and then just be able to
Is this possible, Auto Send Form
I have a x number of past customers and leads who were last contacted 1 year ago, i was wondering if i could set up an automatic introduction email to be sent along with a notification to myself to follow up a call. i know i would have to decide what criteria to have for this which i havent' looked into yet.
Send e-mail via account not contact
I think it is a problem that you can't use "contact" data in a account view. How can this be done? I know it is possible to do if you put together a report. I am open to suggestions! BR Kristian
Connect comments to field
Our sales people use Zoho all the time! One issue is that they would like to show the latest or a selection of comments for a account or lead in a view. So you have for example top 50 accounts and in the view one of the columns show the latest 5 comments. This way they can easily on their meetings go through he list and get back to selling.
HELP need to free space on default email account to start receiving on normal email account
hi I am currently unable to receive emails on my normal zoho account (xxx@xxx.com) because my default email xxxxxx@zoho.com has had its space allocation exceeded (i dont know how as this user does not use the default address.) Please can someone call us to resolve this immediately as there is clearly no help file explaining what to do about this. on top of this we have been asked to put in a captcha code in order to unblock the address (xxxxx@zoho.com) which keeps failing us as it keeps asking us
Importing Account data from CRM to Recruit
Is there a way of importing a single Account from CRM to Recruit? I don't want to dump the whole of my CRM data into Recruit, but as potentials become clients I need to individually import them, it would be great to do this easily, rather than manually entering the data. Is this possible? Thanks Will
convert accounts to leads
is there a way to convert accounts to leads without exporting accounts and then importing them as leads? That is way too time consuming and a faster way would be appreciated. Thanks!
Why cannot I edit on my IPAD?
WHY CAN I NOT EDIT WHILE WORKING IN ZOHO ON MY IPAD?
Can you create a Follow Up date queue
Other CRM's I have used have the ability to set follow up dates and pull up that date so you have a list of clients to call through. Is this available somewhere on Zoho?
Need To Look Up Multiple Zip Codes
Trying to get a list of leads with more then one zip code? How?
Leads & Tasks
I am new to Zoho and am having a problem- I'm hoping the problem is that I just don't know the steps to accomplish what I'm trying to do :) I have imported a list of leads and would like to schedule a task of calling for each of the leads that i can then go into on the activities screen. Currently when i schedule the task it shows up on the activity screen but i can not access it since there is no contact created. I do not want to turn leads into contacts until they are qualified. So , I'm not
Fiscal Year?
Hi, I need to change the fiscal year of the Company and when I go to settings and change is blocked ... Can someone help me? Thanks, Marcelo
Work out working hours spend on a call
Can you create a formula that works out the working hours a (8:30am till 5:00pm) module is active not taking in to consideration weekends and none working ours. So as soon as a service call is produced, it starts adding up the time but only in that time frame so i can get an accurate "Service call open on active working hours "?
Deleting Imported Accounts
I'm migrating from Salesforce to Zoho. I have migrated my leads with no problem. I migrated my accounts (18,000) and discovered that I omitted a couple of fields. I went to the Import History and selected "Undo this Import" for all of the imported accounts. However the accounts still appear in the database. How do I get rid of them. Can the Zoho DBA reset my account and let me start over?
How to manage partial payments with Zoho CRM and Zoho Books
Hi there....question: I have a product that I sell (a service actually) and I often ask for 50% of the charge up front. I have Zoho CRM and Zoho Books...how can I send the customer an invoice for that 50% payment that they made when the only way to generate an invoice in Zoho Books is to change the entire Potential to "Closed Won"....the Potential is not yet closed since I am performing the work, so I would not like it to be closed, but I would like to send them an invoice for their partial payment.
Unable to access Zoho products (paid accounts) for 3 days now
I have been unable to access my Zoho products for 3 days day. I can access our Zoho Mail control panel and can log in at accounts.zoho.com with my account credentials for darren@extremelightscapes.com However, As of Very early Friday morning I have been unable to access my Zoho CRM, Zoho Support or Zoho Projects account. When trying to login, the system looks like it thinks I don’t have an account. I call soho support and left a message on Thursday morning. A Zoho CRM support rep called me back Thursday
Calendar
Hello The drop down calendar when creating a lead does not have today's date! Also very difficult to read. When I try to view Calendar on my mobile only two of June's entires are partially visible. This is definitely NOT an upgrade!
ZOHO CRM mobile app password
Hi I use ZOHO apps via a federated password (Google Apps for Business). My ZOHO account therefore says that I do not have a ZOHO password. The mobile app (just released) does not appear to make provision for logging in via GApps. What do I do? Thanks Brendon
Product Description In Quote
Hello, Please help me figure out if there is a way for the quote template to show the description of the product . We really need this so we can further implement zoho into our company. Thanks
Create credit note in Zoho CRM
Hi, I just joined Zoho CRM and learning the system. Please advise how I can create a credit note. Also, will it update my stock when issuing a credit note? Thanks, Karlien Cape Town
Releasing Email ID from Zoho CRM
Hi there, I am the administrator for my company/organization when it comes to Zoho services. I have recently created the CRM for my organization, as well as company email accounts (powered by zoho mail). Before I could invite users for the oganization's CRM, one of the users had logged into the Zoho CRM by mistake. His email is thus associated with Zoho CRM as well, and I am having trouble adding him as a user for my organization. When I add him, the error message says 'This Email address is already
Free Addition - Import records
Hi, I'm using the CRM Free addition. Importing my data. In my last try I've got the message that I've reached the limit of 5000 records, Buy the count of contacts and Companies that I've counted shows 4472. My last import is less then 500 records, so it should be OK. Why I can't import more contacts. Please help. Thanks in advance. Ami.
Unable to create an account of my colleague .
Hi, This is Aanchal from Aerobe Medicare (India). We have recently subscribed to your ZOHO- Enterprise version. I am unable to create an account for my colleague to give him access . Could some one guide us the way to do it please ? Thanks ! Aanchal Arora aanchal@aerobe.com
PDF Hyperlink on Quotation Template
Hello, we have been trying for awhile now to find a solution to what we need, each of our products has a hyperlink to their respective datasheets (located on our website) however when we create a quotation we want our customers to simply be able to click on the hyperlink to view the datasheet. However we have got as far as adding a hyperlink to the quotation but our current challenge now is to be able to hide the full link under a single word saying "PDF" instead of the entire link being visible
Change field name
Hello, I´ve created a new section in "contacts", and dragged a few items there. I need to change these items descrition, in order to match what I need. Is it possible? I´ve tried but with no success. Thanks in advance. Kind rgds, Francisco Nascimento
Junk categories for records associated with a contact, all called "{0} Name"
When I open a contact to view the information, if I scroll all the way to the bottom, I see 6 junk categories called "{0} Name". This is where you also see the associated records for Open Activities, Closed Activities, etc. The link to add a new record takes me to the Create Lead form for 5 of the categories and 1 of them links to the Create Contact form. These don't show up under Leads, Accounts or Opportunities. I've attached a screenshot of the issue. I have two ideas on the cause, though these
Cannot view Zoho Calender Events for all owners
We use the calender to assign events to each other within the company relating to cases. I have just tried to create an event and assign and the system seems to have changed. The calender no longer lets me view my colleagues calenders so i cannot see their schedule. Creating the event is also different and although it will allow me to change the owner to my colleague, it means i can no longer see the event to edit etc. Can someone please advise on how we can all view each others schedule of events
display Type of discount on my quotes
I would display the type of discount (and the value) that I'd selected for my quote on PDF; is it possible?
Zoho adding is taking my calendar info and adding them as events?
How do I stop Zoho from connecting with my Outlook calendar. I do not want my calendar information being added as events. Thanks!
Error: Quotes Missing
Hello, I am trying to make a custom field which returns a number depending on the option of a pick list. the syntax is: If(Contains(${Contacts.Redención TSG 1 Mayo},'GOURMET Degustación'),59900,If(Contains(${Contacts.Redención TSG 1 Mayo},'GOURMET Velada Gastronómica’),139900,If(Contains(${Contacts.Redención TSG 1 Mayo},'GOURMET Invitación Gastronómica’),279900,If(Contains(${Contacts.Redención TSG 1 Mayo},'RELAX Instante Deluxe’),79900,If(Contains(${Contacts.Redención TSG 1 Mayo},'RELAX Instante
Search bar using 1-click navigation?
Problem: Currently when you run a search using the search bar in the upper left it links you to the global search screen. You then have to find your record and open it from this screen. Step 1) Type contact/account/etc in search bar. Step 2) click search. Step 3) Find contact/account/etc. Step 4) Open contact/account/etc. This process creates many unnecessary steps and slows down daily workflow. Solution: I suggest the search bar that auto-populates as you type. This would allow users to begin
How do I format contacts view?
My contacts view looks like a spreadsheet nightmare. One long field for email, the phone. Name is last, and company has become "Vendor name." How can I make it look like something usable: Name, company, email, phone...? I can't seem to configure the view for ALL the contacts.
Contact information missing on scheduled tasks
Greetings, My company makes use of Zoho CRM system to manage customers, franchisees, etc. is going through a serious problem that is affecting our franchise support. In these last days, the contacts of prospects (from the web form, converted or not), after scheduling service of two users, have become missing at the scheduled tasks, making it impossible to know who we are contacting and answering to. This situation had already happened a few times a long time ago, but lately have occurred with frightening
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