Import Error
I am trying to upload an excel file to Zoho but i keep getting the error message - "Please ensure that Column Name(Header) in the import file should not exceed 100 characters". I have tried changing the file name, deleting columns, but it is not uploading. Previously, i managed to upload a similar file with no difficulty. Really appreciate the advice. Thanks.
Add auto number field to email subject
Hello I would like to know if it is possible to add the auto number field to the email subject line to track conversation, as for example can be done with Dynmaics CRM? Thanks marco
Help importing UK phone numbers from Excel
Hi I cant see how to import a UK dialing code from excel as it starts with a zero, and imported from a number column on the formatted spread sheet , unless its a TEXT box imported from a csv it drops the zero in front of it which is no good to me, any ideas pls?
ZOHO CEM 導入セミナーについて
大阪での開催はないのですか？
Image with URL link in pdf quotes
Hi. Is there a way to make an image link in a template that keeps the URL active when it converts to PDF for emailing? I have a template that i'm happy with and want to use a catchy image to prompt a simple initiation to book based on the quotes provided. Unfortunately as soon as i email or convert the quotes to a PDF the image loses the link. How can i prevent this from happening? Danny.
Zoho Forum Login Issue
Hello Sir, One of our client has problem in the accessing the Zoho forum. His e-mail address is president(president@westcoastuniversity.edu.pa). While log in to his forum he is getting error message " error on page". We have already reset his password once. Please suggest us. Regards, Manoj
How many emails were sent today to leads and contacts
I want to know how many emails were sent today to my leads and contacts and who sent them the emails - we use Google apps for the email but have synced it with zoho. Let me know how can we get this report easily.
Potential pipeline by stage only shows deferred
So I can't figure out why when I go to the Potential Dashboard, my pipeline only has 1 color... and that is the category of deferred. I'm just starting to populate all my clients but I have several won and several lost and 1 deferred but it is the only one showing up. What gives?
Working with agents and distributors
Our business way is: We make a contact, it´s posssible than this contact help us with the selling processing (life distributor or subagent) or not (only contact) The contact can give us an account Sometimes the contact recieve any comission, sometimes don´t receive I think the best way for us in Zoho CRM it´s considerating "contact" if the person or company don´t help us at the moment with the selling processing and "vendor" in another case What´s your opinion? Thanks Antonio Llamas Spain
auto copy email to owner
Hello! i need to do this: If anyone user in CRM send an email to contact, let copy this email will send to contacts owner. How can i do this? Thank you
Typo in zCreator email notification
Dear zCreator Team, The word within is incorrectly hyphenated in your notification emails. Please see attached email below. Thanks and Regards, ---- Deepak Vasudevan http://www.linkedin.com/in/lavanyadeepak
A Couple Suggestions...
I submitted a couple suggestions to your technical staff but nothing ever came of them. I am in hopes this Forum will have a different result. 1)When entering a lead from the main listing page to view a leads details and you return to the main list by pressing the back arrow it returns you to the top of the page. This is a real pain when you have your main page showing a 100 leads, you are scrolled 3/4 of the way down the page and when backing out it returns you to the top of the page. It should
Invoice report... need it 'by product'. Any way in CRM to do this?
I don't see any way to produce an Invoice based sales report showing, for example, total sales of a product type in a year. I'm hoping I'm simply missing something. I can't justify the cost of subscribing to Reports Standard for $50 per month, which is what is needed to use Advanced Analytics. Any help appreciated. Thanks, Paul
BOOK PRICE
HOW TO IMPORT LIST PRICE TO BOOK PRICE OR I HAVE TO DIGIT EVERY PRICE?
How do I make zoho record emails
How do I set up zoho so that all emails are recorded by under the individuals information i.e, in leads? If I send a email by clicking on their email address it opens my outlook and sends it that way. (which is what I want) but it does not record the email in zoho unless I scroll down and click "send email" but if I do it that way then it does not send from my works outlook email.
Email on Contact Card vs. Email on Potential Card
I sent a Mass Email to contacts who also were potentials. Why does this email only show up on the Contact Card vs. not showing up at all as a sent email under Potentials?
CRM feature request for recurring tasks
I would like to see a special follow up task.. that I can set to a contact that only updates when it is completed rather than the normal recurring that places every recurring task in the list.. I like to set follow ups and regular intervals to each of my clients and many prospects some weekly, monthly or various time in the year.. However If I miss one I do not want 2 out standing tasks... So is there anyway to do this or to make an enhancement to do it.. I was using the pulse and ran out of the
Sales : No logo in pdf exports
Hi when I want to export a sales into a pdf, the logo doesn't appear in the pdf instead of the logo appears a small broken icon, but if I selectet preview before impression, the logo is there. I respected the Zoho rules : (- 580px X 250px @ 300dpi) i tried jpg, png, gif... sames problem Any help please?
Field Update in a workflow
I am working in automation I have created a field update for the Account module I then create a new rule in the Potential Module On Create Edit of a potential I want to call the field update above - but it does not show in the list of avaiblable updates ( I have also tried creating from within the Rule but the field I need to update is not shown)
Contact Management features?
hey folks this all looks great, but am wondering if the entire CRM is overkill for me. for a client, what we need is basic contact management. i will outline some features, and hopefully you can help me out. this is for a small non profit. nothing sales/profit related, but rather basic people-matching. 1) contact details etc, and in addition i would like to add custom fields for contacts 2) option for users to signup/join the db from the web 3) option to search users based on various fields (age,
Whats the difference between 'Mail' and 'CRM mail' and why dont they sync?
Ok heres my scenario, 1. created a new lead 2 converted to Potential 3. Wanted to send an email from our 'info@' address, so that all users can see whats going on, I can only set this up within 'email' module so i did, 4. I was hoping that the email I sent from 'email module' would turn up in the 'potential' module. It didnt. This issue raises my next question, how can i force 'send mail' from potential module to send it from 'info@' rather than my user email 'jim@' or even have a choice. Also why
multiselect pick list
Hello, In Leads, I am customising Lead Source e.g. XYZ exhibition 2012 instead of cold call can i copy amended lead source to have the same drop down list in contacts or do i need to create a new custom field from scratch called lead source and copy to potentials, contacts etc? When i go to the next exhibition and meet leads or contacts will I be able to update the drop down and then use excel to import the new contacts/leads or will I have a problem? I'd hate to add contacts now and then have to
Email
I was half way through a very long email when I tried to send another quick email to a different contact in Zoho. The window containing the long email I was writing subsequently closed itself and I can't find it anywhere - is there a way to retrieve it?
Need to input more than one character in the search function?
Hi, Need to input more than one character in the search function? It's a good feature to English version but it 's a problem/bug to Chinese version (I guess all Asia version has same problem). For example: I want to list all my customer whose's last name is "王", I cannot do it due to this feature/bug. In Chinese (and many the other Asia language), the last name or first name always only one character. In Chinese version, please remove this feature/bug, and I believe this feature will not bring
Outbound phone calls
It would be great to have the option when recording a call - to either have as completed call or attempted call. That would allow you to easily differentiate from a call where you left a voice mail to where you actually spoke with a person. Hate to record every attempt as a completed call. Any ideas ??
Track Webform Source
Hi there, I created a form on Zoho to put on my website to capture Lead information and it works wonderfully. But I was wondering if I could use this same form on other websites. I imagine the code that gets generated from creating the webform would paste fine under the hood of any site, but is there a way to track which site the form was filled out on? For example: -Joe visits a partner's website that has my webform on it and fills it out -Frank visits my website and fills out the same
Add a link to a quote
We paste a map into all of our quotes. The map is different for each proposal, it is based on what the potential customer is ordering. I see that you can embed an image or link into the inventory template but I need to know if there is a way to add it to the quote so we do not have to change the template with every quote. The map could either come from Google Maps, Google Earth or it could be a png or jpg file. Thanks, Marcelle
Associate Contact with Account
I've created a list of Accounts and Contacts. Now I'd like to associate contacts with thier appropriate accounts. I don't see any Contact lookup in the Accounts tab and I don't see any Accounts in the Contact tab. Please advise.
CRM Accounts
I am able to create "Accounts", but I have no visible Tab to view a list of them. Please advise. Russell Cox rmcox44@gmail.com
Can't send email from system today
The system is not allowing me to send an e-mail to my contacts or leads today. Could you help me ASAP?
Force Addition of Products Upon Creation of Potential / Make Addition of Products Auto Update Potential Amount
Hi, We are looking at potentially moving to Zoho from Salesforce.com. I realize that SF is a different product and functions differently than Zoho, but I'm trying to find out how close I can get the workflow to align with how we currently work in SF. In our current SF account, when a Opportunity (Potential) is created, it forces the salesperson to add products to it, with the Quantity. Once the products are added and saved, the total value of the products automatically updates the amount field on
Choose different EMail-Address when sending Mail from Contact
Hi, is it possible to choose the sending EMail-Address, when I´m sending a Mail within a Contact? We have different Projects. For each Project we use an seperate EMail-Adress. When I´m inside a Contact and send him Mail from the SubNavigation in the right, i need to change EMail-Adress (outgoing). How to solve? bR from Vienna Marco
Help with Multiple Selection List
Hello, I am having troubles creating this Formula If(${Products.Criterios Gravables}==Construcción,11,22) where ${Products.Criterios Gravables} is a Multiple Selection List with 3 items (Construcción, Lote, Otros), i dont know which is the right syntax. Keep having the same error message:
Creating tasks automatically - how to trigger creation of tasks
Hi all I wanted tasks to be created when new leads were added and followed certain criteria. I posted in these forums a while back about how to do that but didn't get a response. I tested it yesterday and my alert email worked but the tasks didn't get created. I tried various combinations of +/- days. I searched through the forums and couldn't find the answer though I did find others searching. Since this is a make or break part of our evaluation, I contacted support. Other than I couldn't quite
Click to Call
Is Skype the only option for Click To Call. Skype charges money for a Skype to a land line telephone. Google is free in the US. Is there something available now? Regards, Russell Cox
What happened to the Roadmap?
ZCRM used to have a prominent link to their Roadmap listing features that were in development. I can't find it anymore on the website (I do confess that I only did a cursory search). I have getting frustrated with the lack of development in several key areas and I would like to see if they are on the Roadmap. ZCRM is a product that does so many things right. However, there are a few critical things that it does not do well (at least for my work methods and processes). I am at the point where I need
Products, price books, etc.
Trying to start to test how it really works the PO system you have created, I have imported a first series of products. And from here it starts the notes: 1. I could import only Unit Prices (price I have to pay to my Vendor). Nothing related to my List prices. 2. When I want to create a Price Book for these products, in order to create my List Prices, I got stuck. There is no import field for List Price. I have to create it manually, when I attache a Product list to Price books. As probably you remember,
I cannot create replicate our numbering scheme for Sales Orders in Zoho, any idea how to ?
We number our Sales Orders like this YYYYMMXXX, where YYYY is the booking year, MM the booking month, and XXX is an "Auto Number" being reset for each month. It seems to be a dealbreaker in the group to use Zoho CRM to be able to keep this numbering scheme. Now, it is important that this number is never a duplicate and it would be a pain to "skip" numbers as it would generate time-wasting researches. I've been fiddling around to find a solution ... but cannot seem to find a proper solution.
importing contacts creating duplicate accounts
importing contacts from same accountl is creating duplicate accounts. in excel spreadsheet has each row listed with contact info. there is a column for contact name and a separate column for account name ( all the same account name). how do i import all these contacts from same company without make duplicate accounts
See activity booking in zoho CRM
Hi, I would like to use zoho CRM to manage the customers and booking of our small business. The business sell several activities each use a certain resource. how can I see each resource booking using the crm calender?
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