Better themes
Changing the color of the tab bar is not the most attractive theme. I want a more customizable Zoho. For example, custom fonts, more backround colors (not just grey, white, and pale... blah!), a wider logo ( 190:65 pixels is small...), and ability to change the color of layouts. That would make Zoho a much more appealing CRM for those who are unsatisfied with the current theme. Thoughts? Alex
pop-up fields and associating records
i need to associate products with accounts, but when i [add products] from an account, i only get the product name, product code, etc. i need to select a product by means of another field - e.g. serial number. how can i change the fields displayed in the [add products to account] pop-up? alternately, i tried to associate an account with a product, but on the product detail page i can only [create account]. i can find no way to associate the product with an existing account. are these things just
Looking for zoho CRM guide
Hi, We are based in Dubai and are planning to implement Zoho CRM for our startup and are looking to specialists who can guide us in creating the right dashboard for our sales people as well as for our manager. If there is some one based in Dubai, we would be happy to hear from them.
Attaching a Quote to a Lead?
I know when you convert a lead to a contact you can attach a Quote to it. But can i attach a quote to a lead? Is there an option for this?
Import Overwrites all fields?
Hello, I was told that if I import records, lets say a table of contacts and accounts, that it will UPDATE The record if it finds the same unique identifier, typically email. Great, but what will happen if.. A blank field is imported , will it overwrite a populated field? In a MULTI select drop down, if options A-D exist, A was previously, selected, B was imported.. What will remain on import? And will Notes, tasks, things not imported, be left untouched on a current record? THx
Is it possible to view/manage cued time based tasks for a record? Crucial for testing purposes.
Mainly for testing purposes. I want to be able to test whether a time based task has been triggered however I am unable to see if it's been cued into the system. Any suggestions?
Client with multiple offices and sites
Hi, How are people handling clients with multiple offices and sites. I get the feeling i would have to do a new client for each office and site, but ideally I would like them all under one company name.
How can I adjust the user settings so my SalesReps can see the Leads etc of the other but NOT edit them nor changing the owner of these Leads?
How can I adjust the user settings so my SalesReps can see the Leads etc of the other but NOT edit them nor changing the owner of these Leads? Thanks
Unexplainable search behavior
If I do a search for "HDR" I get 9 accounts that match. If I search for HDR Omaha, I get one account that matches, and that account does not appear in the "HDR" search. Why would a search that should produce a subset of another search show files that weren't in the original?
Intermittent form performance
I've got several web to lead forms setup on our WordPress site. One moment they work great and the leads flow as designed. The next minute they stop working and the leads don't show up anywhere. Is ZoHo experiencing a server issue? This is incredibly aggravating. Thanks, Jeff
Lead Management
Hi, We are just about to move over to Zoho We are looking for some help on the following We currently used a program called smartsheet which is like excel online We need the CRM setting up so that we have the following 1 manager 7 sales agent The manager has all 7 agents leads on his profile and he mass send them to each agent every month? Can you help with this setup? Thanks
Attachments in the Android app
Can you give me an idea when I'll be able to view and add attachments via the Android app?
ZOHO CRM email - group inbox
RE: Group inbound email A feature that I feel would be useful to ZOHO CRM new email section is "group email" several companies have it within their CRM programs it would allow us to set up a group email box and then decide who gets the email and/or auto assign the email to the next in line that way we know that all public emails have been responded to-we have several public inbound email boxes: info@, sales@ I attached a screen shot of a program I use for another company for your review this is something
data collection from mailing list form on the website
Coudn't locate data collection from the join mailing list form which attatched on my website, whats wrong with it?
How to change the NAME of a required field?
I understand that Zoho has Mandatory/Required fields (no idea why, with some simple code this could be rectified)...... But how do you change the name of such fields. For example....I need to change the Last Name field to just NAME or in the Solutions module....change the field Solutions Title to something more descriptive?
Reports on customers and product categories / Who buys what and when
Hello to all, I have a great number of customers, and three categories in which I share my products. I create a report that shows me the clients that year bought the products for that month. I need to know what my customers who have not bought all the categories of products we are selling for that month. But I also need to see what are the customers who have not bought anything Thanks Felice
Cases and Solutions
Hi, So we have a web to case form where people ask things like : "How do I turn on my new xxxxx" and it makes a case, and creates a task for someone to answer it. Because they ask it so often, we have a Solution written "How to turn on your xxxx, do this, do this .." But ... there seems to be no way from a case to send by email the solution to the guy with the problem. It looks like the solutions are not really connected to anything and cannot be accessed from a case, so at the moment, we just keep
I bought additional license but it was not delivered
I bought additional license just a few minutes ago but when I tried to add a user, I am still getting the error message (see attached file). After that purchase I am expecting to have a total of 2 Zoho CRM license at hand. Here's my payment details: Payment ID: RP0000159108PP1 Payment Date: 06/16/2013 Email: randall.pena@propertyguide.ph Edition: Old Professional Amount Charged: $11.60 Hoping for your prompt reply. Thanks, Randall Pena
Calendar disabled
Hi I'm setting up Zoho. I'm logged in as the CEO with admin privileges. For some reason, I'm getting the message that I don't have permission to view the callendar. What did I do? I have disabled a few tabs, but nothing else (that I can tell). What needs to be enabled to use this feature? It is pretty important! Thanks Antony
Email Notes/Activities to a specific user
I did a brief search on this subject and found the archives relatively blank. If this has been answered, I apologize but pleased direct me as to where. I have almost 300 accounts that we process everyday. The updates on each of these accounts need to be emailed to their respective owners. Can we do this via Zoho? If so, how? Which field (activities, events, etc) do we update?
Log in Set-up
How do I set-up a Company login portal? Where employees can log in and see company logo
Linking Calls and Emails with Tasks
Hi there, When we set a follow up task, this may involved multiple phone calls or multiple emails. Is there anyway we can associate these calls/emails also to the task? and that these calls/emails sections are displayed in the task display? Thanks Douglas
Automate and Be Productive with Macros
For sales executives, it is sometimes tedious to repeatedly perform the same task. Let us take this scenario, having assigned 10 leads for the day, you are expected to visit each person to sell your product. After each meeting, you send an 'Acknowledgement' email to all the leads you have met, create a follow-up task, and also update the Status field to 'Contacted'. These are 3 actions that you would have to perform in your Zoho CRM account. How about cutting it down to 1 action? What if these 3
Help wanted: Model Profile templates for CRM
I'm setting up ZCRM for a security guard company, and I'd like to avoid reinventing the wheel if possible. I'm pretty clear on the Role-Profile-User configuration, but I would appreciate any best practices out there on Profile configuration for the following: Sales & Marketing Management Operations Management Client Support Management Sales & Marketing User Operations - User Client Support - User Thanks in advance Eriel
Web form - Validation is not happening
Hi I have created a Web-Form to capture leads like e-mail,firstname etc. Also successfully integrated it with my site. However User can enter any junk value in field of e-mail, name etc. I am sure, basic validation on most frequently used field will help lots of existing zoho clients. Raxit
"Invitees" in Activity are not linked to Contacts
Hi there, I am currently evaluating Zoho CRM for a customer of mine and am really happy with many aspects of it. What puzzles me, however, is that invitees in an activity are not being linked to the actual contact records. Instead, invitees just show up as "dead" text. This creates major inconvenience in case you want to quickly jump from an activity to a related contact. Am I missing something here? Is there an easier way to accomplish a relationship between an activity and a contact? Thanks a lot
New Social Pulse and web tabs
Team, The new pulse service does not open correctly in the CRM web tab system. We add the pulse web tab URL: https://pulse.zoho.com/portal/intranet/ When you try to activate that tab it opens a new window outside of the CRM platform. The CRM platform URL then switches to the Pulse platform. Thanks
Dashboards not working?
Every time I click on my dashboards (I have 4 bar charts configured) only 2 or sometimes 3 will show up. The others stay blank. Is this normal? It's random which 2 or 3 show up each time I go there.
Confused! My question has disappeared
I posted a question yesterday - long one about problem with a formula but it does not appear in the forum anywhere. Are questions moderated before they appear?
email campaign
I want to select contact to send a mass email to based on a criteria on their account record. Is this possible?
Some simple reports & calculations needed - Stock/Inventory Management
Other than exporting the Products, and then playing around in spreadsheets manually, is there any way that I can see, from Zoho CRM the value of my stock on hand? There are already fields which list the amount of stock on hand (say for example 3 units) and there is a field which lists the cost of each item (say $1) so it would be pretty easy, one would think, to develop a calculation/report which would show me the value of the stock on hand ($3 in this example). However, it does not seem to be possible
Zoho CRM notes not showing
When I type a note in a crm record, and click on SAVE, it does not show up in the list of notes. I have tried refreshing the page but it is not working. Please respond ASAP
Experienced User's Advice
I own/operate a Consulting Firm where we frequently have to save a Client's Username and Password for softwares and websites. Do you have any suggestions as to how we could track this so that the information is consistent in format and available through CRM mobil?
Reports come up blank
Many of my reports will be running fine one day the next when I click on a dashboard graph to look at the report detail or even just run a report that I know has data in it, the report will show no data. Need to some help to get this to stop.
Ver todas las oportunidades
Como puedo poner a que todos los usuarios vean todas las oportunidades
Status Updates for Activities
I am interested in learning more about how the activities functions work and how others have used them. The main problem I find with it so far is I am unable to perform status updates to activities. I want the ability to create an activity and log sub activities/updates within that activity rather than opening multiple activities and then closing them. Example: (what I would like to be able to do) June 5th, 2013 Create activity: Create proposal for company xyz with regards to service 1, 2, 3 June
Error when sending email from crm app from android app
I have a Google apps domain and have enabled crm and purchased the mail and mobile addons for my users. In the past we were able to send email through the crm, but now we are receiving a "unable to send mail, verify that the name and value is appropriate error. Can't figure this out. Help. Everything appears to be configured correctly.
Potential Owner -> Contact Roles
Hello, Is there a way to link Potential Owner to Contact roles? When I create a new potential I want it to be linked to my contact without adding contact roles. That is, when I go to my contact and view potentials, it will show the list of Potentials I own. Alex O
New Field with formula from 2 modules
Hello. I posted a question, but it don't seems to be stored, so I repet it. We have a number of modules like 1)Client 2)Product 3)Sales order etc. In Product we have the field "Commission" as a percentage In Sales order we have the field "Amount" I would like a new filed as a formula of commission * amount / 100, in the sales order module, calculated on the time of store record in sales order. Is this possible?
New field - formula including 2 modules
Hello. We have a number of mudules 1)Product 2)Client 3)Sales order etc. In Product we have a field called "Commission" a %'age. In Sales order we have a field called Total amount. I would like to make a new field in "Sales order", that is a calculation of Total amount * Commission / 100, calculated and stored when record is stored. Is there a possibility to do so`? As far as I can understand only fileds in same module can be a part of a formula. Thanks in advance
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