Assistance: Need to Send a Group of Users a Certain E-Mail on the 27th of Each Month
I am sure the solution is simple, but I cant seem to find my brain at the moment. Here is the scenario. We want to send our paying customers an automated e-mail on the 27th of each month letting them know their credit card on file will be charged on the 1st of the month for their subscription. I have the e-mail ready, but cannot figure out what criteria, or exactly which zoho process I need to setup, or what to base it off of, to make this occur. Any help or ideas would be greatly appreciated.
Lead, Contact, Potential, and after that?
Let me see if I understand this right... I have the Lead, I qualify it then becomes Contact, I finish up the details and then becomes Potential. So now in this potential I add the products I'm sending to him. How can I put a quantity of each product? How can I make them remove from the inventory? What should I do next? I want the info for the 30 closed potentials and what I have to deliver to them. Thanks! Gery
how to make a "referred by" custom field that acts like the "lead owner" field
Hi, We use Zoho CRM to power our real estate agency. We have a lot of agents who refer clients to us. Hundreds of independent agents. They do not have an account in our CRM because they are independent agents, not our employees. I want to be able to use CRM to know the name of the agent who referred a lead. The agent would be saved in CRM as an Account. So I can then run a report to see how much commission I owe each agent at the end of the month. First step is, how do I make a custom field to track
Export contacts
Hi, where has the export contacts feature / button gone? Need to export asap. Please advise.
Disabling a User to view All Accounts
I've imported accounts from different sources. I'd like to know how I can stop a Standard User from viewing specific accounts. I've made custom views and in 'Who can see this view', I've chosen which user can view. But if they select 'All Accounts' they can see everything anyway. Please help, Thanks
Customer Type
Where do I enter customer type e.g. project builder?
bcc my emails to Zoho
Is there the ability to blind cc my emails to Zoho so they are logged in as activity? I'm coming from Salesforce where I used this type of tool all the time. Would love to know. Thanks!
email
Hi, I am a new user and want to allow tasks to be emailed into our task management page. I have users set up but what email do I send it to?
Facebook Pages integration
I would like to associate leads with Facebook company pages rather than profiles of individual users. Is there a way to do this or is the functionality not available in the free version of Zoho CRM?
Making viewing contacts easier by having a skip sheet button at the top of the page and link to skip sheets without clicking one by on individually
The outlook plugin is not working and it took me to come on the forum to find out that ZOHO is working on updating it. Could ZOHO send out a mass email if they are updating some things so people are well informed that things might not be working correctly. Also, the customer support team I had on the phone told me to suggest this here as you wont answer individual emails but I have over 2K contacts. If we can only retrieve 100 contacts at a time, instead of just a single arrow which we might have
Export to Excel from report
Hello - After exporting a report ino excel format we canno't add the figures any more in excel. - The excel export get rid of the comma after the amount and round it automaticaly Any solution ? thanks Nono
Custom Field
How would you link a previously made custom field to another module? I noticed that if I make a custom field now I can also create it for the other modules but I have existing custom fields that I now need to link up with the other modules and transfer information when the lead is converted. Please help.
Seeking Zoho CRM expert to help us configure our CRM
I am looking for a ZOHO CRM expert who can help configure the CRM to our needs. We have a basic understanding of the system/functionality, plus an outline of our sales process, and would like to launch the CRM this month. Thanks, Heather
Single Contact Assigned to Mulitple Businesses/Accounts?
Hello, I have a client who has multiple businesses. I would like to set him up as a Contact and his mulitple businesses as different accounts. Can I assign a single Contact to multiple Accounts? If not, why is this not allowed and how do I handle this situation? Thanks, Gary
Change the Email Address of one of my employees...
Hello I have a couple deactivated users on my Zoho CRM Account, how can I change the email to assign the user to a new employee?. We don't have the access credentials of this user, but I have the CEO role, is it possible?, if not, can I delete the user an create a new one without having to pay more for this user? Regards.
Print a report with notes.
How do I print a report with notes included? thanks, rick
my own homepage
after logging in I do not see my homepage, but the general homepage. How can I change this? Thanks
Notes aren't carried through to Potentials
If I have an Account and Contact and a Potential, if I add a note to a contact, I don't see it on the Potential. This is wrong, IMHO. Thanks
Upcoming actions reports
It's necesary have a report to see upcoming time-based actions. That report could be a control to check if workflow is running with time-bases actions. Thanks. Regards.
Changing Password of Users
I am the Administrator of the Account/s on the CRM I want to change the password of the users from my login ... Sometimes people chages but we do not want to deactivate teh accounts we have. Or periodicaly we want to change Login/password Is there a procedure for this? For example I can deactivate them...but cannot find a way ... I want to do changes from teh Administrator page of course- 2- Can I change the Login as well (exemple: change teh email for another one, after created , and from teh Administrator
List "Quotes" has unconfigured source
Greetings, my list "Quotes" can not configure the sources. Someone can help me? since configure and does not take the changes, thanks.
Timed Based Actions - Upcoming Actions
In your help area you state it is possible to view upcoming time based actions as follows "You can see the list of scheduled actions for individual records under "Upcoming Actions"." Where do i find this option to view Upcoming Actions?
Where can I see upcoming actions for a lead with a time-based workflow?
I've set up a time-based workflow for a lead (on creation). According to this page http://www.zoho.com/crm/help/automation/workflow-rules.html I should be able to see upcoming actions, however I cannot find this tab. What am I missing?
Rolling last weeks actions
Hi I would like to customize a reports, that shows all my accounts and the notes that has been modified or created the last 7 days. I have created the reports, that show the account and the notes, but in the criteria tab, I would like to have like; Note created time - IS AFTER - Subdate(now(),d,7) I also would like to be able to use the SUBDATE in the same ways in the views to create our follow up lists! Best Regards David
Can't confirm a user's email address
Howdy - I added a user, but he took forever to confirm his email. I have deactivated him and reactivated him, but everytime ZOHO sends him a confirmation email, the url fails and says its outdated ... please help?
Can't add user to account - id already exists
Hi, I tried to add my colleague to my new Zoho CRM instance but I can't because the email address is already associated with his existing account and I get the message: "Zoho CRM ID already exists. Please use a different Zoho CRM ID." I can't use a different ID as that is the only email address that would be valid. How can I add my colleage to this instance of CRM. Does he have to delete his existing account ? Where do I go from here ? Many thanks, David
Email address so email would be logged automatically in CRM
Is there an Email address for my account in the CRM that I could manually forward emails to for auto assignment with contacts? I'd like to send an email to a contact and bcc to some address at Zoho (like abcdefgh@zohocrm.com) so email would go to the contact and also appear in the contact's CRM record.
email error message
I am getting this message. Any ideas on what to do? Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts
New user setup problem
I am the Zoho CRM admin, and trying to setup a new user. Every time he clicks on the e-mailed link to setup a new account, he is able to enter a user ID, but when he clicks continue it brings him to a screen that indicates he should contact the administrator to gain access to Zoho CRM. What is going on? He did have another account in the past, but we've made sure he's logged out of that first.
Logging the amount of leads given out to sales people
Hi, We've been a user for 3 years and i still havent worked this out yet. I need to know how many Leads have been distributed to each sale person. I need a report that shows how many during the month regardless of what happens to them...i.e closed, converted, closed won or closed lost....... The standard reports dont do this.......... does ZOHO crm log how many have been transfered to a user? Chris
Zoho: Can't Share Tasks or Events
Zoho: Can't Share Tasks or Events I need to be able to share tasks and events with others in my organization... as well I want to be able to notify others that we'll be coming... this would be a good place for a modifiable email template! dgd
If I let user use outlook to send receive email, will the emails show up in Contacts and Leads
Hi, We currently do not let our users use Outlook. We use the feature in Zoho for Leads and Contacts to view the emails sent or received by our users form the Email section under Leads or Contacts. If I let them use the Outlook plug in, will the emails they send and receive to leads and contact form Outlook be added, stored, and available for review from inside the email section of Leads and Contacts in Zoho? Thanks Steve
ALL Users of Mail are set at "Complete Sharing", some users emails are visible, some users emails are not available.
Hi, All users of Zoho Mail are set to Account Type: Complete Sharing however two of our users emails do not show up in the list of sent or received . I have checked all the setting in Zoho Mail, all users are set to Complete Sharing. Any idea why two of our users emails would not show up in the list of emails under Accounts or Leads? Thanks Steve
Mesage from Zoho CRM - automatically close account within 15 days??
Do you know something about this message? I use my Zoho CRM account at least once a month. Do you close the account automatically? ............................ Hello! Hope you're doing well. It seems to have been a while since you used your Zoho CRM account. We hope you'll check back in to discover how your sales team can close more deals in less time. Please log in to https://crm.zoho.com/, to continue growing your business. Just to remind you, your Zoho CRM address is XXXX If you do not wish to
Lead Photo
Since you can associate a lead with a LinkedIn account, it would be ideal if there is no photo on the lead - that the CRM will automatically add the photo from LinkedIn or Facebook.
Importing Leads without Last Name
We have a list of companies that we would like to contact, but currently we do not have a person at the company. Zoho won't allow us to import when Last Name is missing. Should we import these under Company instead? or should we fill in the Last Name field with "Unknown" or similar? Thanks!
I would like to end the trial period immediately and just get the free features?
I am setting up Zoho for a non profit organisation and am happy with 3 users and the free version features. However, I want to make sure I don't use any sections (tabs) or features only available to paying users. Is there any way to end the 14 day trial so the additional features are removed, leaving me with just the free features available?
Product images for pricebook and quotes
Hello, I am just setting up Zoho for my small company and many of the unique features offered are truly excellent! However I cannot find a way to attach a product image to a product code in the pricebook or product list so that it automatically includes it when a quote is prepared. Surely this is a basic function that many customers would require? It is seriously the only lack, if Zoho could attach a thumbnail type image for each product selected on a proposal or quote it would make the system
How to configure SAML SSO with Zoho CRM Enterprise Trial?
Hi, Please can someone guide on how one can configure SAML SSO with ZohoCRM Enterprise Trial instance. We have an Enterprise Trial instance of ZohoCRM and would like to validate SAML SSO with our Identity Provider. Regards.
Your World Clock Listing of place names and sort order Sucks
No offense, but the Selection Dialog Box for the World Clock setting sucks. It is NOT alphabetically sorted by Country/Region/City. It appears to be sorted by Time Zones, but it appears to use some not so common terms for City/State Names. You may wish to look at how the majority of World Time Clock Listings, Web Sites, and International Standards to see what Country/Continent/Region/State/City Names are used and redo your very confusing list. It looks like your List is sorted by GMT +/- Time Zone
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