Is Zoho CRM down?
I am trying to open my leads and it appears that the system is down. How long will it be offline?
What if the internet goes down?
In such an event, is there some sort of offline mode? Or should we just work off of backups?
New to Zoho
Hi Everyone, I'm just new to Zoho. Our company is currently looking for another CRM System that can provide us everything that we need. Do you have any PowerPoint presentations or video presentations that I can use so they can watch it instead of taking time just to know whats the difference between this CRM system than other CRM? We are under educational institution. We will be needing system that can manage our student database, school database, call monitoring, orientation schedules (that should
Zoho CRM what are the free limits... eg how many customers,..
Zoho CRM what are the free limits... eg how many customers,...etc?
Separate groups of accounts, contacts & activities for different campaigns.
Hi there. I am running two campaigns for two separate clients concurrently. Is there a way that I can separate the accounts, contacts & activities for each of the two campaigns - i.e. to have a separate view of each? At the moment, if I click on "Accounts" on the main tool bar, it is a combined list of all contacts, from both campaigns. If there is an easy way to separate campaigns so that I can gain a clear view of the accounts, contacts & activities for each campaign, that would be fantastic. Thank
Importing Contacts, Products and a mapping between them
Suppose I have an excel file with the following fields: Name Email Product Quantity John ... Radio 1 Marc ... Radio 2 Tessa ... TV 1 Jessica ... Radio 1 Eddy ... Clock 2 Carl ... Radio 1 Carl ...
Convert e-mail to case
I have been browsing around on this forum but it seems there is no option to convert an e-mail into a case. Is this possible yes/no or only with Outlook? Seems not much of a CRM solution if it can not do this.
Adding attachments to multiple contacts
We want to make postal mailings to selected contacts (no problem there), and be able later to see what letter was sent to them, so I'd like to be able to attach within Zoho an electronic copy of the letter to the selected contacts. Any ideas?
Wufoo Info into ZoHo CRM
Is there a way to import WuFoo data collected from the forms into the ZoHo CRM. In other words can I automatically get my contacts from WuFoo into ZoHo? Thanks
Formula field
Hi, I am trying to automatically calculate the distance between to points by using the "formula field". The javascript for the calculation is this: var R = 6371; // km var dLat = (lat2-lat1).toRad(); var dLon = (lon2-lon1).toRad(); var lat1 = lat1.toRad(); var lat2 = lat2.toRad(); var a = Math.sin(dLat/2) * Math.sin(dLat/2) + Math.sin(dLon/2) * Math.sin(dLon/2) * Math.cos(lat1) * Math.cos(lat2); var c = 2 * Math.atan2(Math.sqrt(a), Math.sqrt(1-a)); var d = R * c; But i can not make it work. I suspect
About the new pop-up UI for posting Activites
When login a call , if by any chance after having entered all details, but not yet saved the form, if you click any other place in the screen , the log a call dialog gets closed and all entered data is lost ( same for Events and Tasks ) There should be a way to protect that Meanwhile, we created a Link at the lead level to open a second tab on the New Activity screen , but still need the complete URL including the capabilities to pass the Lead ID number if possible to open the right tab Ariel Segall
Email list of clients who are all interested in a specific service
Hi there, i was wondering if it is possible to overview a list of your clients who are all interested in a specific service . in my case it's eg. all client interested in finding a sushi-restaurants. I want to select those clients and send email in 1 action. In the lead set-up i have added a new field with optionlist (eg sushi-restaurant, steakhouse etc). regards, Michael
Using a setup someone else has
I know someone who has Zoho CRM set up pretty much how I want it, is it possible to take their setup and easily apply it without having to create all the things again. I guess that it would ideally be a case of taking the structure but none of the data and then repopulating it, but not sure if that is possible as it would be with something like Microsoft Access.
Web to Lead Form Not Working
We have a form setup on our site at www.burginconstructioninc.com/contact that is not working. We have redone the form and readded the code, but that has not fixed the issue. Customers are able to complete the form and click submit, but this does nothing and they are not added to Zoho CRM, nor are we notified that they completed a form. Please advise on a fix for this issue asap as we are losing prospects while this portion of our site is down.
ZOHO CRM:
How do I add an additional sales person user with out giving that user access to my personal pipeline ?
Attaching documents from an iPad
I want to add a PDF file to a customer account on my iPad. my PDF files are stored in my goodreader app. Is there any way to attach a PDF from goodreader to a customer account on my iPad? I an accessing Zoho through the www.zoho.com website on my iPad, not the mobile site (because the mobile site does not communicate with Zhoh on my desktop). Thank you.
need to assign one owner to many leads, but keep contacts with original owners, how?
hi, in my company i have 5 sales rep, each one made a lead from the same company, but each one has a different contact info, i want to assign 1 sales rep for each company, but i want to keep all contacts and with their original owner, for commission purposes, whats a quick way of doing it, step-by-step, thanks.
security of their client’s data
Hi I have been asked the following question about all of our cloud hosting by a potential customer. The customer has worries over the security of their client’s data. I want to continue to use Zoho and need to convince this client its up to the job Can you help me answer the following due diligence questions? Cloud Services 3 Briefly describe what type of cloud service model are you utilising with regard to company (private, community, public, hybrid). 4 Briefly describe what service is being
Emails based on "product" view
Hi there, I have a small problem that someone out there might have a solution on. Is there any way i can sort my CRM products and then send them (the products OR the contact person related to the product) an email? In our CRM our PRODUCTS are apartments/ villas. The owner of the apartments/ villas are CONTACTS. Lets say i want to email all CONTACTS with a PRODUCT in a certain price range or another product-based criteria. Can i do that? Kind regards Bo Thygesen
Mail Add on Zoho Recruit and Zoho CRM
I currently have a paid edition for Zoho Recruit in which I also pay for the mail add-on. I also use Zoho CRM, but the free edition. Do I have to pay for the mail add-on for Zoho CRM (even though I'm paying for the add-on in Zoho Recruit) to use the add on in Zoho CRM? If neither of these are options, how do I receive emails in the Zoho CRM system?
Can you edit layout of closed activities section (or any other system generated section) on the lead screen?
I want to change the information or columns displayed under the closed activities section on the lead screen (actually would like to be able to modify all the system generated sections like emails and open activities. Is this possible?
Create new event
Is there any way to include status in a new event - For example, so I can show completed when the event is done, or mark it as postponed, etc?
moving Zoho email contacts to Zoho CRM
Hi, I've just paid someone to import a bunch of contacts to Zoho CRM - but they've placed the contacts into Zoho email! Is there an easy way to move the contacts across? Thanks TB
Company "Size" display character
In CRM 'Leads' tab in the company 'Description Information' section "Size:" I see non standard characters. E.g. �10m - �20m I am using Chromium Version 24.0.1279.0 (158811) as my browser and have UTF-8 set as my encoding character set. Is it a bug or a feature or something we have done?
Sales Order customization- separate lines for each size
Hell, Is it possible to combine lines on a sales order based on the size of a product. For example, my product comes in four different sizes SM, MD, LG, XL. Each product is designated to a set size, but when i enter a sales order each size is generated on a separate line. Is there anyway to combine products by style and then sort by size on a sales order? Example of how it looks now: Style QTY STYLE1-SM 3 STYLE1-MD 4 STYLE1-LG
Whats the best way to set up CRM for a paint contractor
I run a small paint contracting company and I'm trying to get Zoho Crm set up for my process. I work with both commercial and residential clients. The following is the process that normally happens in the company. 1. Call or email comes in and an estimate appointment is scheduled. 2. I meet with client and assess their needs. 3. I write a proposal and send it over to them. 4. I get the job or I loose the job. I want to be able to keep track of all the clients that have purchased from me, and
CRM Calendar user selection
Zoho Could you provide the ability to select multiple users in the "CRM calendar month view". The ALL selection is good but we could get a lot more functionality with the ability to select multiple users at once. I ask because I want to see our sales reps calendars and not all our employees Thanks Nolan
What is the difference between call as a task type and calls as an activity type?
I'm getting very confused as I try to understand this point. I can see that I can create an activity type called "call" And that I can create an activity type called "task" And that there exists a task type called "call" What is the difference between the two forms of call? When would I use one, and when the other?
Associating more than one vendor with a product
Does anybody here have any idea if it is possible to associate more than one vendor with a product? Thanks, Matthew
Data Syncronisation
Hello I am looking for a way to sync data between the following pieces of technology. Can anyone tell me if this is possible and if so point me to information which will guide me through how to set it up. I have a hosted microsoft exchange 2010 and apple iphone 4s and Zoho CRM and I am looking to sync the contacts from the Zoho CRM to my hosted exchange so that my current sync from exchange to my 4S will pull the contacts through. I would really like to have the contacts stored centrally in my exchange
Auto creating a PDF file and sending as part of a workflow.
Hi I have a web form which is capturing data, works fine. What I want to do is to send a thank you email with a PDF file that contains some of the data they have entered. How can I achieve this? I would like it to be fully automated and the PDF needs our Logo in it. I am right in thinking i can not send an workflow email as HTML? If anyone can help with this I would be very grateful. Regards Steve
Contacts Export
I have exported my contacts and deleted them in the system. I have since imported my edited list but need some of the info that was in my original list that was not exported, i.e emails sent, tasks assigned, etc. Please help?
How can I customize Activities to show my client names?
Does any one know how to customize the fields that show in Activities? Any help would be much appreciated. Thanks! Tara
ecommerce intergation
I am setting up my eCommerce website. I am planning to use zoho crm with zoho books. What do I need to syncs the data from my website to crm and books? I am using zoho crm and books at this moment but I would like the ecommerce as a separate business.
Web-to-lead for Facebook
I'd like to implement a web-to-lead form into our facebook page. Any recommendations as to plug-ins or apps to make this happen?
Execution of workflow rules and time based actions
I have a question about the following scenario. Right now we have a workflow rule that we use for recurring billing. We have created a rule that executes upon a certain field update and creates 5 different time based actions. The first one is 11 days after the rule execution date, the next one is 1 year later, the next one 2 years later, ect. But i was wondering what happens if during that period you change that specific field again. Will it trigger the same rule again and create additional time
Work Flow reporting
Hi I have set up a time based workflow rule which monitors contract end dates. It will send an email to the client 120 before the end of a contract to alert them to review their contract. The criteria for this is a contract end date field being entered and a contract status of live. My question is two fold. How does Zoho monitor the workflow? Does is set the record to having a workflow rule active at the point the rule is initiated or does it scan the database every day to check for any workflow
How can i create mass email auto response using ZOHO CRM?
I've only seen topics "auto response from Web Form" but how about auto response to leads that are manually input in CRM? thanks
Reports help
Is it possible to run a report either filtered or including the campaigns tag that also includes: contact name, account record name, address, and phone number? The campaigns tag is on the contact information near the bottom of that page. It's not a drop down menu, it's allows for multiple campaigns to be selected. We are hoping to be able to pull all the required information to create a spreadsheet with everything needed to mail or call a contact at a company cased on the campaigns tag that we have
web to lead not working
I have a web to lead form set up on my e commerce website: http://www.ellaandsofia.com/made-to-measure-roller-blinds/ I have set domain to * but can not get it to send an email - create a lead or function at all - can some one help!
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