Integrate Zoho with email client
I would like to know if there is any way to use an external email client (like Outlook) and both inbound and outbound emails captured and stored with Zoho accounts and leads. Right now the emails are only tracked if I use Zoho mail for outbound and when mails are received with the correct FROM account. I have tried using CC for my Zoho address from my email client, but these messages are still not captured. Bottom line - I need to know if I can use a standard email software program and have all
Zoho ordering process
We are thinking of changing the CRM system( high-rise system) to make the ordering process more efficient since it is repetitive and time-consuming. These are the ordering processes below. Make a New Client Form- The New Client Form is a simple excel document that holds all information needed for a new client. This completed document will end up being attached to the email they send in Step 2. Sending the order via Email- After completing the New Client Form, They attach it, as well as the order
Permissions: Allow Users to Add Notes to a Contact Record Without Giving Access (A True Challenge)
The president wants the sales staff to have access only to the records for which they are the Contact Owner. The sales staff claim they must have access to other salespersons' records so they can enter notes when the other salespersons are not available. The president has instructed me to find a way for the sales staff to enter notes in any record, regardless of who the Contact Owner is, without giving the sales staff access to the records in which they will be entering notes. I'm not that
users
I have 2 users in my account, how do I filter the activities you do each. ie I want to see what each user visits, as I do?
Convert Formula result into field
This conversation may to big for a simple forum, but I will try. Constraints: Pro and Enterprise edition only allow 14 formula fields per module. You cannot put a custom formula field in another custom formula field. It just isn't allowed! A formula can only have 1,000 characters. Only 10 checkboxes are allowed per module Problem: While the Stage Probability mapping is "OK", it only reflects the user's opinion about where they are. It is not based on any specific activities that we know increase
I want to date stamp a checkbox field when selected , help please ?
I have a checkbox called "Captured" within a Sales Order Module when checked i want to date stamp it. What formula do i use?
How do I log an email or sales visit in my activities?
I have only just started using Zoho and it seems there is a problem with being able to log anything other than a phone call as an activity. How can I log something like sending an important email to a client or making a sales visit in my activities? Help please. Suki
move to a different domain
Good day! I have one question. I am now starting to work with clients on the account. manager2.ru. Is it possible in the future all the accumulated basis, including the notes to contacts, settings, messages, move to a different domain? There is a tool full of archiving data. Maybe with the help of this tool I can do the transfer? I ask, because in the future the domain name will change, and I would not want to lose the data and the history of work with clients. Sorry for the translation. But, I hope,
How to list accounts or clients or leads by user?
Hi I am wanting to reduce the number of user accounts - but prior to doing so need to check that no clients are assigned to the user still so we don't lose any important information from the database. Can anyone advise how to list leads/contacts/accounts by user?? And, yes, I am an adminsitrator... Thanks Robert
The De-Activation does not show up when I put mouse on user in Setup>User area
Hi, I am trying to de-active user in the Setup>User area. When I put my mouse on top of the user, the de-activate does not appear. It does appear for users that have not confirmed yet. How do I de-activate user please.
Restrictions on custom fields
Legend in the top of field pages say you can add up to 130 custom fields. But I get the error message while creating some: "Custom Currency & Percentage Fields exceeds the limit of 15. Hence cannot be created." When I changed the field to decimal, the same message was displayed. What are the restrictions on the fields you can create? Can I only create 15 numeric fields of any type? Thanks
How do I make closed potentials drop off the list?
How can I make closed/won and closed/lost potentials drop off the main potentials list and get saved somewhere else where I can go back and view both categories separately? Also, is there any way I can send out email alerts when potentials are closed?
Loss of Contact due to Lead Conversion
We have a situation where a Lead was converted into an existing Account, but no corresponding Contact record was generated. We have lost the Lead/Contact. Has anyone else experienced this? I have not been able to recreate the scenario. Please advice. Thank you in advance.
About the ordering or accounting best practice
We are doing small tea business right now.We are thinking of changing the CRM system( high-rise system) to make the ordering process more efficient since it is repetitive and time-consuming. These are the ordering processes below. 1,Make a New Client Form- The New Client Form is a simple excel document that holds all information needed for a new client. This completed document will end up being attached to the email they send in Step 2. 2,Sending the order via Email- After completing the New Client
Zoho CRM on Windows Mobile
Dear Zoho, I have just started working with Windows Mobile on my smartphone and I would like to install the Zoho CRM app on it. Are you developing an app for this platform? If so, when do expect to release it. Marco
update potential settings
where do you find it in setup?
How to sync Zoho CRM with Zoho Campaigns?
Hey everyone, I've now got an account with zoho campaigns and zoho CRM, but cannot sync the two. I have placed the ZSC code within Zoho campaigns and apparently their synced. But when im in zoho CRM, I cannot see any data from the campaigns? Can anyone please help?!!
Connect event with potencial
Hello. How to connect an event created directly from account to potencial in that account. Reason: We have a lot of events with customers and some of them begins a potencial. Best
Private Calendar
How can I stop my calendar from being shared with my sales team? I currently have two-way synchronization setup with Google Apps but I don't want to share my calendar in Zoho CRM with anyone else. Can I change this? I am the account administrator for our Zoho CRM account.
Parent and Child relationship within a Potential
Hi team, I have few clients that are wholesalers. They have POTENTIAL which go through tender process by their resellers. Now if 5 or 10 reseller bids for this tender only 1 is going to win. Now its not ideal to have 5 or 10 different potential as it is only 1 potential. Same quote will go 5 or 10 different reseller (in this case Account or Contact). So there is only 1 true potential. But by adding a potential to all the clients the pipeline is scewed and it would be wrong as the expected revenue
Cannot download attached document
I have attached a document (I have tried pdf and xls so far) to an Opportunity but now cannot open it either in a viewer or as a download. Have tried and failed in both Chrome and IE. The hand appears, implying there's a link, but no action when I click on it.
Data Management
I would like to have a way to view data stored by user and a quick way to delete files or items that may no longer be needed. Currently you can only determine how much data a user has against their profile, but no good way to manage it efficiently.
Contact address/Company Address synch
We have been using the database for a month now and was wondering without re-entering our data if there was a way to get the contact address to show up in the company as well. All our contact addresses are actually the company address. Is there an easy way to do this? Any help would be greatly appreciated
Sales Order by Owner
Hello, I am trying to create a report from Zoho with Sales order by owner. I have administrator privaleges but it says contact the administrator. We have paid for the professional edition but I can't manage to get the report. The profiles show al of th eboxes ticked so i don't understand the issue. Any help would be great
Question: Controlling account access with subordinates - so some are shared and others are private.
I am the CEO of a small technology business and need to keep some of my sales accounts and associated contacts, activities, and events private, while sharing other accounts with with my subordinates. I thought there might be a simple check box within the accounts form to do this, similar to the "share emails" check box that is within the contacts form, but there is no such box. I also thought of making my accounts, contacts, and activities private, and then assigning any shared accounts to my subordinates.
Importing contacts and store it both in Accounts and Contacts
Dear Zoho CRM forum, We are at the moment implementing the Zoho CRM system into our business, and we have several list build up over the years. Many of these lists are sorted in Company, First Name, Last Name, Phone, Email, Title etc. What I would like to do, is to first create the company account and then create the contacts from each company. How can I do that most efficient? Thanks! Janus WCL
Help using Zoho to track client email conversations
Howdy Zoho experts- We are Zoho CRM users and Zoho Projects users. I would like to find a way to use Zoho to track all client email conversations. Ideally this would integrate with my Google Apps email, such that I could review all conversations threads from my domain to a given set of email accounts. For example: ClientOne has jenny@clientone.com, and jimmy@clientone.com. While my individual employees will have direct email conversations with Jenny and Jimmy, I would like a management dashboard
Why are emails separate from activities?!
Why does Zoho CRM treat emails separately from activities? Every other crm allows them to be reported on together with calls. Activities should be for logging any communication with a client. Is there any way to report these together and integrate them into dashboards together? Ugh!
How to change language words and Carrier?
Hi! Just getting started and I found that some words are translated wrong in the swedish language. "Quote" for examle is "Offert" in swedish not "Citation" as the default translation is. How do I change the translation? I realy do want to be able to send Quotes (Offerter) in the swedish language but as it is now nobody will understand what "Citation" means. My second question is how do I add other carriers than the ones that are in the scroll list? or choose not to have a carrier at all, deliveryterm
hyperlink logo
Hi is it possible to make our company logo in zoho crm somehow to a hyperlink to our company website or is there any other function for this matter thanks
Can't Send Mail
I've checked all of the 'send mail' topics and unless my account is blocked from sending mail the Send Mail button isn't working. It is not opening separate tabs or pages. Any help is appreciated.
why can't i see my question!
I'm trying to post a question and can't see it, can anyone else see this?
Activities
I've just started using Zoho and am a little confused how I log a simple activity such as an email being sent to an important client, or performing a sales visit, etc. It appears the only activity I can add is a phone call. Would be good to know what I am doing wrong.
Reseller
Can anyone tell me what 'reseller' stands for under account type, when setting up an account?
Hide field, only visible through setup
Hi. I'm trying to import a .csv file. I added all the necessary fields that I want to show when I am in accounts, contacts, etc. However, I need to import some "internal information" that I don't want to show with the other information. Is there the option to have a hidden field so that I can use it for the import an then just acces to it via setup, layout? Any other solution for this import problem? Thanks a lot.
How to reduce screens and dates for tasks and reminders?
When creating a task you are presented with a simple screen and a Due date, however if you want a reminder you just use a second screen and enter another date. Can this be simplified to only utilize the Due Date or combined the two screens? Cheers, Larry
automated PDF attachments for workflow module
Dear Zoho, I would like to propose the following idea: Wouldn't it be great that when an invoice is made, the contact (or other invoice-related account) automatically receives that invoice (as an attachment) in his email? Keep up the good work. Kind regards, Jimmy van Dijk (the Netherlands)
Problem with Pop-Up Info
While I'm viewing my activities, if I move my mouse over a "related to" name their contact info pops up, which is helpful, except when it pops up right over their name when I'm trying to click the link. That happens semi-regularly. And when it does happen, backing the mouse off and trying again gets me the same result. I'm not sure what causes this because sometimes it works like a gem, info pop-up to the bottom left of their name. Other times it is a bear.
Automation is not working.
Dear Support The option of automation in ZOHO CRM is not working. As, I set the criteria that if i get the Lead from India, it should be assigned to let's say (X). But its not working. Please guide me how to resolve this.
Question: Controlling account access with subordinates - so some are shared and others are private.
I am the CEO of a small technology business and need to keep some of my sales accounts and associated contacts, activities, and events private, while sharing other accounts with with my subordinates. I thought there might be a simple check box within the accounts form to do this, similar to the "share emails" check box that is within the contacts form, but there is no such box. I also thought of making my accounts, contacts, and activities private, and then assigning any shared accounts to my subordinates.
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