Trying to Create a Rule with an alert that send a template e-mail to Lead:e-mail
I an starting using the Rules of Zoho CRM and saw a video of zoho in youtube that show that we can creat an alert to send and e-mail do the lead email. But, in my CRM there is no way to choose LEad:e-mail in the alert configuration. Why is this happening? Thanks Léo Barbieri Please, take a look at the two links under - Gdrive links. Its a compar off two slide, onde from your youtube video and other off my zohocrm https://drive.google.com/file/d/0BzOCteRH6yhvN3U0d0xkZllnRjQ/edit?usp=sharing https://drive.google.com/file/d/0BzOCteRH6yhvSWhCTDdQWmpQQ0k/edit?usp=sharing
Open Potentials Report
Why are "closed won" opportunities listed in the "open potentials" report?
Sending double emails
Hi, I tested sending out emails from a template and it works, but the receiver is getting two copies, any reason why this is happening?
Effective Way to Add Shipping in Quotes
I may be missing something, but is there a way to include a Shipping Quote that totals into the overall amount of the order? Is the best option simply to create a Shipping Product, so to speak?
Default view (in "tasks") on mobile.zoho.com/crm
I am using mobile.zoho.com/crm which works nice when I'm on the road. One feature I could not find is to define the default views. For example: when I go to tasks, the default view is "all tasks" But I would prefer it to go to the custom view I have created on my laptop (in the full version of Zoho) called "My High Priority Tasks". Is there a setting somewhere so I can define this for my mobile. Thanks, Herbert
Add ID in custom links
Hello, I would really need to be able to add the ID of a lead or a contact in custom links that one can create (Setup -> Customization -> Links). I have been able to do that for a link in module Sales Orders: www.test.com?SO=${SalesOrders.SO Number} but am not able to do the same in module Leads and Contacts. Have been trying with: www.test.com?Lead=${Leads.LEADID} but I get a warning (Given field label does not exist). Could you please add LEADID and CONTACTID in the drop down menu or at least not
CRM email template - using accounts contact name.
If sending an email from a record in accounts , using a email template, is there by default object fields to call the accounts contact name and use it in the email template? I tried standard {Leads.Lead Name} and it doesn't work, only displays the code in the actual email. Thanks in advance
Mass add products to multiple leads or clients
We are trying to use Zoho CRM to manage, among other things, the attendance to our seminars. Attendants can be either leads (since we are trying to attract them to other services) or clients. We thought that products would be the best way to register each seminar on Zoho. Since we have more than 120 attendants to each seminar, it would be better to mass assign the products to selected leads and contacts, instead of opening each one. Is there any way to do that within Zoho CRM?
Why do I not see my "Closed Won" on my pipeline by stage or my dashboard?
I have several potentials that are now "Closed Won" is the stages. But on my dashboard and on my pipeline by stage graphic on the home page there is never any showing. It only displays my "Quoted" potentials and "Indecisive Decision Makers". I have tried numerous time to edit the displays and I can figure out what I am missing. Thanks!
Serialized Inventory
Does zoho CRM support serialized inventory. I am needing the ability to manage my inventory (All of which is uniquely serialized). Ideally the flow would go like this. PO Created, Approved, Processed and when receiving on the PO, I would need to enter the serial number for each of the QTY on the PO. I could then run a report and based on the SKU, I could see a list of what I had on hand and what the serial numbers were. When processing an Sales ORder, I would need to enter the Serial number
Grouping records
Hi, Here is my problem : I have a compagny that has agencies in different countries, so I have leads, contacts, accounts ... for each agency, How can I setup up this so that each agency users can only access their records, knowing that they all offer the same products and have the same process ? thank you
How to track time trigger workflow queue
Hi all! I'm new to Zoho and trying to figure something out. I was able to create a workflow using a time trigger, but I want to know how to track the messages in the "queue" that have no been sent out yet. I want to be able to see a list of e-mails that will be going out soon so that if for whatever reason I need to cancel a message, I could. I am currently able to do this in Salesforce and hoping we are able to in Zoho as well! Thanks, Erica
Delete recurring task
How do I delete a recurring task? I created a couple recurring tasks and I can't find a way to delete them? Thanks
Reports with company logo?
Are there plans for reports to be generated with company branding/logo? Currently the reports are bland and sparse. The ability to have your company logo on the corner (higher resolution) would make the reports look "better". We use the reports with clients externally so having good looking materials is an issue. Plans?
why are my questions being deleted?
Twice now Ive asked a serious question about how to do something. Why are the mods deleting it????
Quote layouts
In my quotes I need to show list price then discount from list price and subtotal. How do I A) do this on the quote and B) get the printed quote to display this way?
Can't import CSV file
I have less than 900 lines in file. Keeps telling me I cannot load more than 1000 lines. What is the solution?
File must not contain more than (x) rows
Hi. Having trouble importing contacts. "File should not contain more than (x) rows" keeps coming up. It has done it before and I have managed to sort it out. But this time, the problem is persisting and nothing I have done can change it. I am trying to upload around 30 contacts (from 3 separate csv files) and regardless of what I do, it keeps coming up with the same error message and the same amount of rows given. Any help would be greatly appreciated. Thanks.
Can a task be created automatically based on rules following a mass email
Hi I am new to zoho. Would anyone know if the system can be configured to automatically generate a task to call a contact when they have opened a mass email more than 2 times / clicked on a link in a mass email ? Basically, I want to send out an email to my contacts and be prompted to call people who have shown some interest / activity. Thanks
Making the Report module menu consistent with current modules
Though one can choose to disable / hide some modules (Leads, Tickets, etc.), their related Report Menu still shows in the Reports section. For instance, I have hidden the Leads module, but when I go to the Report module, the Lead report category still shows. I did not find any option to hide any of the categories. Is there a way to hide the Report entries corresponding to Modules that have been disabled/hidden? Nothing crucial here, but many users just focus on a few reports and it would just be
Customize columns that show up in Lookup menu
When I look up a contact for example from another module, the only columns that show are Contact Name, Phone, Email and Account Name. Can i customize the columns that show up? For example, I want to show a Contact Type.
Invoice Template and Custom Fields
Hi, As I understand, the typical flow of creating an invoice is Sales Order => Invoice. The computation of tax etc is done based on the products, volumes, prices and taxes in Sales Order. In the Invoice, isn't it obvious that all taxes should be listed in details - individual items? For example, in India we have a concept of "Service Tax" / "VAT", "Education Cess" etc. I am able to add these as custom fields in the product. However, these do not appear as individual items in the final invoice. The
Mass delete accounts
I want to perform a mass delete on Accounts where the Phone field is empty and there are no contacts associated with the account. The phone field is easy but is there anyway to add the criteria of there being no contacts?
Is it possible to add a new field in Leads, Potentials, etc.?
I just used Zoho and I am starting to set this up and make this work. My question is, would it be possible to add a new field for Leads other than the default ones? What I would want to do is to add a "comment(s)/remark(s)" field. However, I am not seeing the field on Zoho. Instead I only have to utilize "description field" since it is the only one that is available. I already have several sheets that I imported but my "comments field" are the only ones that are not imported. Is this a workaround
Display a new potential field in forecasts
Hi Guys, The standard forecast reporting shows the total amount of potential revenue. I have added another currency field to show profit. How do I change the forecast view to show the total amount of profit? Regards Jon
Custom home page
Hi I'm trying to add a report to my custom home page but it doesn't give me the option to add a report? Cheers
Is there a way in CRM to have a report that lists all the potentials which has some activity in given time period
Hi all, I am trying to see if there is a way to get a report that list out all the Potentials which had any time of activity (additional notes, new quotes, status changes or other changes) in a given range of dates? This is very important for us as we are not able to prioritize and get visibility of whic potentials the sales team is following and in any given period. Regards Ravi
EMAIL FLYER where do I start, once my flyer has been designed?
I would like to send out a basic email flyer once a month to certain leads and contacts. Where do I start. Thanks Richard
I would like to delete the entire database?
can anyone suggest a way of clearing the data i have stored, so i can start again?
Email Notification for New Tasks
When I create a new task for some time in the future & check the box for an email notification, it sends it to me right away, How can I get the email notification closer to the time for the task? That is when I really need the reminder.
Account Viewing
I have an administrator's log on and when I go to the accounts tab, I can see all the accounts. I can also create accounts and make myself owner and then filter on my name to see only my accounts. If I have one or two other people with accounts, I would like to be able to filter and see only their accounts. How can I accomplish that? Thanks! Nick.
Exporting account information
Hi I'm trying to export my accounts so they can be deleted and imported into leads but I don't have the option to export and I am the administrator.....cheers
Add multiple filters on module page? Screenshot attached
Currently right now you can only search by on parameter per column. It would be incredibly beneficial to have the same control and filtering capability like you can when you are running an actual report. Having the "plus" symbol to add more criteria is great. Having to generate a new report in order to pull a list of companies with multiple arguments is painful. See attached photo to get an idea of what I'm referring to. Any idea on if this is in the dev. pipeline?
Attach an email to an opportunity
Hi all, I have a lead who needs to attach received emails to an opportunity instead of the contact because he may have email from the same contact but for different opportunities. Is that possible ? IF yes, how ? Thank you for your help. Regards Youcef
Cannot connect to Zoho CRM via Chrome / IE / Firefox
Good Morning all =) Since yesterday one of our users is getting this message when she tries to access her Zoho CRM account from any of this sources: Via the bookmark on her Google Chrome browser Via the link inside Google Apps Via IE by searching the main login page on Google Via Firefox by searching the main login page on Google For reference this is the message we're seeing: Thanks for your help,
Lead Status Check
Hi, I am trying to create a rule that checks the lead status a certain time after the lead has been added, and then send an email to users to remind them that the lead has not been followed up on. Any way to do this?
Android App loses data on Connection Lost
Hello, One of my colleagues is using the Android App and reported data loss when a message 'connection lost' appears. I don't know if it happens due signal loss (network problem, so really no data connection available) or the sync-part of Zoho App that is crashing. When the message appears the App seems to reload itself, and than shows an empty form he was filling in. So data was not saved as he was still writing text into the form fields, and so the data is lost. Is this a reported bug? On iPhone
Mobile Event Setting Request
When using zoho from either the mobile app or mobile browser... you are unable to add invitee's to events. This is an issue as I have emails go to customers based on event type, right now the easiest way to invite someone via mobile is to clone the event and change the event owner however this sends another email to the customer. Thanks and Zoho Rocks!
Twitter for accounts?
Is there a way to get the twitter field for accounts? Currently it seems to just be available for contacts. More importantly than a contacts twitter is following their accounts twitter page. Is this on the roadmap? Seems like an easy add in.
Email Template
This does not work for me Hello ${Leads.First Name}
Next Page