Task Templates removed in new zoho?
I'm trying to create task templates. So when a user adds a new task, they have the option to use a predefined template which automatically inserts fields into the subject and body of the task email that is sent out to the task owner or assigned owner. Google shows this is possible but the sections in the tutorials do not appear to be in Zoho anymore. Was this moved or removed?
potential age modification
there is no ability to modify the age (creation date) of potentials. this is required in order to keep track on the age of opportunities when importing from external source
How do you change the fields available under Contacts when in an Account View ?
Would like to know how to change add/delete fields that are visible when looking at a contact under an Account view? The current fields are: Contact Name Email Phone Mobile Fax and would like to change them to delete "Fax" field and add "Title" also would be great to know how to re-arrange the order if possible as well...... Tried under Setup but that does not change this particular view.... Advise and thanks
Upgrade to Yearly Subscription
We have the professional version ($20/month/user) and we pay monthly. Where is the option to upgrade to a Yearly subscription? ARMGroup
Leads are not loading in the CRM when submitting the Leads Form...
Hi, I am having the same problem! The leads don't get posted in the CRM... Here is where the form is http://profitwarrior.ca/forms/lead-capture-form/ and here is the redirection http://profitwarrior.ca I succeded only once and the form never worked again... can you please help? Thanks
Saving mail to different contact.
Think I may have asked this before, but is it possible to save and email to a contact that is not the sender or the receipient? For example saving a Paypal payment receipt that comes from Paypal, to the contact that made the payment. This should be pretty basic, but I think the answer came back last time that it was not possible...or maybe I dreamed it...
WHAT IS THE MEANING OF CRM?
What is the meaning of CRM?
Stage Field - not updating when click edit on Potentials
When I open the Potentials Tab, I can't change the Stage value by clicking "edit" next to it - have to open the full Edit to make the change. However I can change other fields without opening the full edit. Is there a way to change that for Stage?
How to use Zoho CRM remotly?
How to use Zoho CRM remotly? I mean, how can I check the pop up on my boss' tablet? Tks Ilenya
Migrating the Notes when promoting a Lead
Hello all When promoting a Lead to a potential, is there a way to keep the notes that have been placed in the lead? It would be really useful if we can Failing that, after a lead has been promoted, how do you go and review the notes of the "promoted" lead? That way I can manually copy the detail if required. Thanks Gene
How do I add quotas for sales people?
And are there any current user guides for Zoho? The Zoho for Dummies on Amazon is from 2009...
Workflow Rule- Contact Task not applying
I'm trying to set up a rule where a task will come up to send out a birthday card to the contact a week before their birthday. It is not applying the task to the contact if the date of birth needs to be edited. Here's how I set the rule up: 1. Basic Information: Module: Contacts Rule Name: Birthday Card Status: Active 2. Execute On: Create or Edit (for new contacts and the "edit" so I can go back and make existing contacts work) 3. Rule Criteria 1- DOB isn't empty 2- AND DOB is before
Ignore Mandatory field on leads import
Just a suggestion to have an option to tell Zoho to ignore mandatory fields when importing leads so that rows on CSV files with blank fields still are added.
Deleted Quotes
We created a potential and had a quote associated to the potential. The potential was added to an incorrect account so we changed the account name. The potential is now correct however the quote has disappeared, possibly deleted(??). Is there any way of retrieving this quote? Thanks... Ted
stage create times
HI we have put in some existing data in our system and I need to change the modified times of opportunities on some of them. I understand this is unusual but it is effecting our reports. Any help would be much appriciated
Custom View
I need to create some custom views for my date fields, for instance reviews within the next 30days or Birthdays in the next 30 days...I can't seem to find anything in that criteria
how to change currency and separate first name and last name
Hi all i need to have USA currency and UK currency in two separate box's but for the life of me i cant work out how to add the USA currency. My last question is when i search for a name on my list i need to search by last name but zoho has added the last name and first name together even though when i add the record i add the first name and last name into two separate fields. Any help would be much appreciated .
Can someone help with CRM trouble shooting consultancy?
We are a small setup, been using the CRM for about 2 months now and want to weed out wasteful methods and get useful tips. Also some bit of training for report generation etc.
Potentials Closing This Month
I cannot use the Potentials Closing by this Month for a dashboard component. How can I correct this? This is the error I get "Source Report cannot be a Tabular report" Minko Kissiov
IPAD administrator issue
My ZOHO CRM IPAD app worked perfectly until this week. Now it says " Access Denied, you do not have access to view this Module. Contact your administrator to enable access." I am the admin.. what do I do? I only have the Free ZOHO CRM.
Sicronización con Autoresponder
Tengo una duda. Verán, estoy trabajando con Zoho CRM y Zoho Campaigns. Actualice mi cuenta de Campaigns para poder utilizar la herramienta de autoresponders, en la cual cuando una persona se registra para recibir más información, automáticamente se le envía un correo electrónico. Toda persona que se registra en mi página web, en este formato que menciono, se guarda automaticamente en Zoho CRM, Posibles clientes. Mi duda es, ¿hay alguna manera en la cual se pueda sincronizar esa lista de Posibles
Sales Calls to customer sites
I make a lot of actual visits to customers and potential customers and want to record these, with a call cycle for monthly or bi monthly repeat visits. What is the best way to implement this? I have Accounts and Contacts set up, but how do I record that I have actually visited them? The Sales Call seems to be more about a phone call then an actual on site call. Thanks in advance
I want to add a new user to our group but he already has an individual account
I have a user that I want to add to corporate account - he has been using Zoho for about a year already. I can't add him as his email address is already assigned by Zoho - is there a way to transfer his account into our corporate account?
Can't modify any information because error message
You can only VIEW records in this Zoho CRM site. Any other operations which involves ADD, UPDATE or DELETE will NOT WORK. This message appear on my CRM Account: You can only VIEW records in this Zoho CRM site. Any other operations which involves ADD, UPDATE or DELETE will NOT WORK. Its a title in red color at the top page. Can you please check this issue?
Web to lead form has stopped working
We have a web to lead form on our website for people interested in becoming customers here that was working perfectly but now has stopped working suddenly. People can fill in their details, but they don't then appear as a lead in the CRM. I'm very concerned about this as we are probably using business. Please help!
Zoho CRM Users & Permissions - Role
I have the free version of Zoho CRM. When I add a new user, it says he is the CEO. I clicked edit, highlighted the word CEO and tried to delete it. The deletion did not take. I clicked on role button and it said I needed to upgrade. I can't have messages going out to prospective customers with him listed as CEO. Please advise.
How I can activate an alert system between users?
I have Admin account and another one of User, since the admin left a note for people who work with the User account in the file for each client, how can I do, to make the User's account notifications reach them from the Admin account every time I leave a note?
Adding users to ZOHO CRM
If I am using the professional version of ZOHO CRM can I add free users to it. The additional users I want to add are not going to be using the features of the professional version so would they need to pay the professional price?
CRM Calendar is not syncing to correct time in Google
Hi, I have my crm time zone set to EDT for Detroit since I live in Kalamazoo, Michigan, USA. My CRM events are syncing to google calendar 3 hours ahead of where they should be. I've tried a couple other EDT options in crm settings and it's still off by at least 2 hours. Please advise Thanks,
No Mail in sent in last 10 days but my Mail canceled due to Exceeding daily limit
Hi, I keep getting a "exceeded daily limit of 250" when i try to send a emails from CRM. Please advise ASAP Thanks, Jonathan
How to add Campaign Source on Web-to-Lead form?
We are planning some advertising campaigns on several different Web sites. We can use the Lead Source field to capture certain information, and we have added several custom fields to our Leads. But I just realized that Campaign Source is not available as one of the fields we can select when using the Web-to-Lead form generator. In fact, while trying to figure this out I also noticed that Campaign Source is not listed on the Lead Settings/Fields List page. But it is shown on the Lead Settings/Edit
Creating Visibility of Lead Approval from web to Home Page?
We would like instant visibility of all the leads that have come in from our web site on our home page so that we can act on them quickly. Is there a way to move the "Lead Approval" which contains a list of all the new leads to the home page somehow? A second question, which I'll post separately, but thought I would mention here - Is there a way to configure an e-mail alert when we have received leads from our web site (even though they are awaiting approval to populate the Leads fields?) Thank
No scheduled activities attached to Account/Contact
I need help please...... I need to find a report that will show all accounts/contacts that do not have an open activity. This is a simple task that elevates data falling through the cracks. Any suggestions on how to do this. I can't believe a CRM does not this functionality!!!
Merge Field Reference Resource
I am requesting to have a maintained, up-to-date resource - as a document, or even a web page / manual page - that details what merge fields are available from what modules and the proper syntax. Having to edit custom templates to find out what is available is not always the best scenario... is there a better way to look-up these fields outside of editing an email?
What about Symantic-Sage-Act?
I looked at the first page and saw nothing. The Act files are .pad, .alf, .adf and format .xml. What's up with that? And what might a newbee doo?
Web to Lead Integration for Google Sites?
We have successfully implemented Web to Lead integration on our Google site but are having a problem that I can't seem to fix. We have several contact forms that serve different purposes (generic contact us, download various white papers, etc.). We have tried to add lead source to each contact form as a hidden field so that when the lead comes in, we can tell which part of the site it came from without making the user fill it in. It appears that there is no way to do this through the CRM feature's
Facebook integration/authentication
When I try to use the FB integration and associate a contact/lead with a facebook account, it prompts me to login to facebook via Pop-Up, which I accept. The Pop-Up then closes almost immediately and goes back to the same message. It was working a week ago, not sure why it is not functioning now? Thanks.
Imported Accounts
Apologies if firstly this has already been raised (I can't see a similar thread after reading the forum) and secondly if I'm missing something obvious! As an administrator of our Zoho CRM we have imported all our accounts (customer details) from our previous CRM system and I can view them when I log in, under accounts/all accounts. We have also added two Sales Account Managers as 'standard' users to Zoho. The problem I have is that when the Account Managers log in to Zoho they cannot see/view any
Sort my leads / accounts by state
Hi, How do I sort my clients by the state they are in? If I go interstate on business I would like to know which of my accounts I can visit on the same trip. Does anyone know how I can access this information from Zoho? Thanks
tasks - the problem!
gone part of the tasks. they are not in the basket. no data in the audit to remove them?
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