Can I add my own report categories?
Apart from Lead reports, Opportunity reports, etc. can I add my own report categories?
New Kid (who wants to be) On The Block
Hi Folks, My business needs a new CRM system - we're presently using ACT - and I like the look, feel and integration with MS Office 365 that ZOHO appears to offer. I've initially thought of procuring a managed implementation, but have discovered the service is simply unaffordable against the number of users we need. QUESTION - Given I understand databases, we have access to a good IT support guy and none of my people are afraid of a bit of work, do current users think we might be able to manage the
Budget x Potential
What is the difference between potential and budget? Is possible to transform a Budget in Potential?
Can you set an ideal timeline with milestones for converting a potential?
We have various phases our sales process goes through. I understand how you can set up fields to show which phase a potential is in (e.g. we have 'First Contact','Demo scheduled', 'Free Trial started', etc) and there's a closing date, but is there a way to assign nominal dates to each phase so you can track how effective the process is and how things are trending? E.g. I'd like to select that a potential is a 'Medium' client with first contact on 1/04/14, so automatically Zoho would then say, therefore
Web-To-Lead & Web-To-Case
Some features like Web-to-lead, Web-to-case and Subscription Manager will be available only for corporate accounts and will not be available for personal account. Please do the following steps to add the second user to become a corporate account. 1. Go to the setup link in the rightmost corner of the page. 2. Where you can find the Add User link under Admin Settings. 3. From there you can add one more user. Now you will be able to see the above features under corresponding module settings.
How to track Seminar Sales
My Financial Firm does multiple single day seminars. My question is, what is the best way to track the sales per seminar? Setup Seminar as Account, Potential, Campaign? We also want to be able to attach all attendees of seminar to a single "event" and be able to lookup attendees, see quotes per seminar vs sales.
Potentials - not allowing edit of status
I have set up Zoho so that when a user looks at the potential they get the option to "quickly" change these fields However, even though when hovering the edit button appears next to the status - on selection nothing happens... help?
text in pdfs
Hello, In CRM. When I export to pdf from a quote that I have created. The text changes to a typewriter font. which is not very clear. Areyou able to change fonts/setting for exorting pdfs? thanks Lee
How do you sign out?
Can someone please tell me how to sign out. Many thanks
Leads App for Android. How can I register in it if I use Google Apps ?
Which user and password can I use?
Import Error
Hi, I have to import my report from Excel in correct format,but file didnt import. Field Names are not displayed. Please help me.
Problems with exporting a Quote to pdf
For the last 30mins to hour, I've been having trouble exporting a quote to a PDF. Have tried signing out of Zoho, shutting down PC and restarting it and Zoho again, but to no avail. Any suggestions? Any idea as to why this is happening? Has anyone else had the same problem today? Thanks!
Please enter a valid email - .co.uk
We have a number of customers in England so the have a .co.uk domain. I keep getting the following error: "Please enter a valid email." - The email is valid. What can I do to fix this problem?
user password?
How do I change my user password?
Credit Card and Primary Contact
Hi, When I edit the company information I the following message: "Attention to Paid Users: Please update your credit card details if you have changed your primary contact in Zoho CRM. The credit card details have to be updated with the new primary contact so that all the payment related information mails are sent to the new primary contact." How do I have to understand this. I signed up for 2 accounts and used my personal credit card because I am the company owner. However, I don't want to be one
Filters
Is it possible to filter by type of industry when working with leads?
Adding an Open Sales order view
Currently I manage only sales up to the Sales Order stage. I do not use Zoho fir any invoicing purposes, we have a department for that. And they have no intention of changing how they do things anytime soon. So under the Sales Orders Module you have two options: All Sales Orders and My Sales Orders. Is there a way to add another option called Open Sales Orders. This way I can view only those orders that our company has not finished and delivered or shipped. Currently I can only view all of them.
Not enough storage to send attachments?
When trying to send emails with attachments now is says I have used up all the storage space? Thought it was maybe for the day... havent been able to send an email with an attachment in a few days? Can anyone help with this?
Converted Lead --> Lead Name Drill Down error
From the Converted Lead report when I click on the "Lead Name" drills down Zoho loads a tab and tells me "Please Wait" and does not return a page. I can manually type in the Lead Name to get to the contact but this drill down doesn't seem to be working.
attachments wont load into lead/contact
while in a contact or lead I used to be able to attach a document from Google Docs which related to that contact. I can see and select the document I want, but it does not load after clicking OK
Add more products in CRM
Esteemed ZOHO Corporation, I send you my list of problems: know how to add 2 or more products at once to my quote or invoice; add 2 or more products at once from the list or search for products; to know how to add an aggregate field in the search tab of the products (image attached) reorder / drag products added in a quote or invoice Thanks, Pasquale Bondanese
Restrict viewing other user's data
I would like to be able to restrict viewing other user's leads on certain users. What would be the best way to accomplish this? Thanks, Ron
Can we automate assigning territories to Contacts who do not have Accounts?
Our clients are primarily individuals and most do not have a company or Account associated with them. We would like to automatically assign territories to them based on their country of residence, but the rules seem only to work for Accounts. Is is possible to automatically assign territories to Contacts who do not have Accounts associated with them? Thanks, IICT
Leads Back Button
Hi, I've been using Zoho for quite a while now and I must say it really helps me be on top of all my leads. However, one small thing that really annoys me that I think could be fixed easily. Whenever I go through my leads and click into them, then click the back button it takes me to the top of the page rather that the place I was up to. I then have to scroll down again and look for where I was up to. I hope this could be resolved. Thanks in advance, Sal
Fiche produit
Peut-on créer des fiches produits sur ZOHOCRM?
Send notification email to users who are following a potential?
How do i send automatic notification email to users who are following a potential / contact whenever I attach a new document or add a new note to the record?
Emailing Leads directly into Zoho?
Is it possible to email leads directly into Zoho? I have a service that emails me a specific set of fields regarding leads and I would like to send into Zoho directly rather than copying into a spreadsheet and then importing (I imagine i can figure out importing Leads). Any help would be greatly appreciated! (& of course there are a number of custom fields I want to use regarding the lead..... Thanks! Tom
Search view and contacts names. Screenshot attached
Problem: When you run a search for a contact the actual link to direct you to the contact is all the way over on the far right. This is different that when you search for say an account. The account name is a link on the left. Clarification: Since you can't reorder the fields in the search view it seems this is an issue that can't be resolved. "Full Name" is displayed all the way over on the right instead of over on the left. You would think since you search by a contacts name it would be on
Trying to send emails with an attachment
I cant send anymore emails with attachments it says I have used up my Attachment storage? Is there a way to get that switched to allow me to send with attachments?
Is there a way to track how long a potential has been in a specific Production Status?
I'm fairly new to using ZohoCRM. In the Potential details, I can change the Production Status as the potential moves along its lifecycle. I'm looking for a way to track how long the potential stays in each of the Production Statuses as it goes from creation to being resolved. Any tips/guidance would be greatly appreciated. thanks
Data not shared on a new user
Hello, I just added a new user to our CRM and that new user is not able to see the data attached to our leads even if he has the same permissions as the other users. What is the problem ? Should I configure something differently? Thank you
How do I use other information from a look-up record?
Once I have identified a related record through a look-up field, ex for billing out a service whose price is based on 1) the square feet of the job, and 2) utilizing a specific formula which is priced per sq. foot. I have created the table that gathers the information for each job and I can use a look-up field to specify which formula should be used, but I would also like to have the price per square foot of the formula (which is in the formula's record) and then multiply that number by the square
I can see "Remind me" on any task view
I can't see "Remind at" on any task view to be able to actually use it, but i do see it listed as a field in the task module; Could my database be corrupt since I never upgraded from a legacy plan?
More than 50 items?
Hello, is it possible to show more than 50 dataitems on one page? For example, 200 leads on one page. If yes where can I find the option at the free and standard version? Thanks for help
Quick Actions - how do I change what appears here?
When viewing a potential, there are quick actions shown on the right hand side of the page. I'd like to change what options are shown here such as adding in a 'new event' which relates to the potential. How do I do it?
Is there a way to track how long a potential has been set to a specific production status ?
Hi, I have a potential which can be set to different production statuses (see attached) as it progresses from creation to completion. I would like to know how long the potential was set to a specific production status ( ie how long was the potential in 'Verifying Tracking' status). Is there way to set date stamps and access this information ? Ideally, I would like to run an audit report where I can specify a potential name and view the history of its production statuses. Any help would be very much
How do I deactivate the auto translation
Comment puis-je désactiver la traduction automatique de Zoho
How do i add quick actions to modules
How can i add quick action links to modules.
Creating New Fields
I created "new fields" under lead module as note1, note2, note3 with corresponding date1, etc. When I converted some leads to contacts, my new fields were not imported from leads. Question - Must I create the same fields under contacts in order to see notes & dates. Will the notes follow to contacts once I've created those same fields under contacts? Question - How do I get note information to appear in my contacts?
main screen display
Hi, I am VERY new to this system, just trialling it at the moment. I like the front screen that displays on the home page. there is a button that says "don't show this screen anymore" which I am interested to see "what the display looks like" if that screen is no longer shown, but if I click it to see.... will I ever be able to get the original display back if I don't like the result ? sorry to ask such a dumb question, but as I said..... I am new to this
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