Contcts on Activites List
Hi, I created a custom view for activities and would like to be able to see the column for the contact and company for which the event is created. Is there a way to do this? Thanks,Leo
Converting multiple leads from same company
If I have multiple leads from the same company, how can I convert them all to the same account/company, showing each lead from as a contact for that company?
Customize Product Name Lookup Window
Hello, Is it possible to change the product lookup window in Quotes, sales order etc..? I prefer to use the product views and select our Sales products View. Now we have 200 products (170 parts and 30 sales products) It is quite difficult to find the sales products... Is this possible? If yes, how? It also would be nice when you can change the records per page... Kind regards, Allen Simon
Setting up custom login page - Paying Customer
Hi all, As a paying customer, how can we setup a custom login page for users? Do we use the API or is there a code we in integrate into our site? Thanks in advance.
Default value for Unselected checkbox in Web to Lead forms
Hello! I've got a web to lead form that I'm modifying. I'd like a checkbox/toggle that when checked it sets "Lead Status"= "I like tacos", but if it's not checked it defaults to "Lead Status" = "I hate tacos". This can be done in the front end with JavaScript, but the web form may be ran using a mobile browser so I can't rely on JavaScript being available. I understand there's a "hack" that can be done using type hidden field directly before the checkbox field using the same name as the checkbox
Layouts are not saved!
When I modify the layouts (Settings->Customization->Layouts) then layout doesn't get saved. I can move them around and once I click on save everything gets mixed again. Any idea why? Kian
Any experience using Zoho CRM for a small investment bank?
We are a small New England investment bank. We help business owners sell companies, buy companies and raise capital. We would use Zoho to manage our marketing efforts targeting not only business owners, but also those who would refer us to business owners, such as attorneys, accountants, wealth managers, etc. If anyone has experience in a similar environment, I'd be very interested in how it worked. Thanks. Jon R.
"New" - New Task Tab
When creating a new task (ie under potential) a small pop-up bubble is shown when I click new task, with the basic information to be created and then subsequent pop-ups for more information. I understand how this could be helpful to some users and even in some cases for myself, but please put a link on that bar that takes me to the full task input screen. We put a lot of detailed info in our tasks. This change is very frustrating.
Attaching Photos
I see that we can attach photos to the potential records. Is there a way to see the photo displayed within the record without having to download it. We sell jewellery and take photos of rings that clients are interested in and would like to associate these to the clients records for future reference.
Search feature not working on Chrome - New Bug
Can't click into the search field anymore. Using Firefox until a fix is made.
Bug: Using Firefox, Converting Lead hangs if you click options to add or create new account / contact
Firefox Version 15.0.1
Workflow tasks out of order
Hello, I created a series of tasks and even numbered them 1 - 5 to try to avoid them being out of order. No joy. How to I get them to show up in the correct order? Please advise. Also - I used a lead source as a trigger for this workflow. I created a dummy lead to test and nothing happened. I have created this to help train new employees. How do I create an email trigger to go along with this? Please advise. Thanks so much, Susan Landreth
Not possible to convert lead to contact incl. creating case and link to campaign !
Hello, Actually, it seems not longer possible to convert a lead to contact incl. creating case and link to campaign ! Once I submit the conversion, the page is empty and the browser hangs for hours. So I checked without linking a campaign, but creating a case. It took about a minute to display the contact resulting from the conversion. What looks like the half eternity. But the account and case have been created. Linking to campaign manually worked too... Regards Christian
Mass email leads
Hi There, We want to test out the mass email feature as we haven't made use of it previously. For example - I'd like to email everyone that sent a sales enquiry during September - To thank them, and to send them an updated product catalogue in the case that they're still looking to purchase. I know how to set up an email template - but is there a way to attach an external document to a mass email? Like an Excel workbook. Thanks! Zakaria
How to I assign multiple contacts to a single potential?
Very often, multiple people are involved in a purchase. I'd like to be able to add multiple contacts to a given potential. Is that possible? Kian
ZohoCRM and ZohoCRM mobile quirks
I have two quirks I am trying to work out When I am in my ZohoCRM email and use "add-to" to create a "task" that task is not shown in my ZohoCRM or on ZohoCRM mobile. The task shows in the "task" area of Zoho Business. Why? When I add a calendar appt in ZohoCRM mobile that appt does not show or sync with ZohoCRM calendar. It shows on Zoho Calendar. Why? Why are task and calendar not sync'ed with CRM. This is a basic feature that when not working correctly causes lost information Thanks Nolan
Website field gone after converting to prospect or contact...
Website field gone after converting a lead to a contact. This field is important to what I do and all of my leads have it. Anybody know what I should to to keep the website field in the conversion between leads to prospects and contacts?
Making multi-line text box full size without stretching the box
In activities there is a description field. That field is multi line - free form. In view mode the filed is fully opened to accommodate all the text in the box. On edit the box shrinks to just a few lines. Can we change that so on edit it also shows all content without the user having to drag it open? Thanks
Users Activation/Deactivation
Hi guys, can someone comment one issue with ZOHO CRM please: how to activate some users which you have deactived? Thanks
Is there a limit for Send Email Option (Individual)?
Hello, I had 3 Zoho CRM accounts in the same organization. We send out emails to client daily. Can anyone let me know that there is a limit for Send Email Option (Individual)? Thanks, -- Dung Nguyen Quoc (Mr.) Director Phoenix Software Co., Ltd Hall 8, QT Software City, Tan Chanh Hiep Ward, Dis 12, HCMC, VN Tel : +84 85 437 1160 Skype : nguyendung7983
Unable to process your request
Unable to process your request, this keeps coming up when entering new lead.
Copy task details to a new task
Hello, I searched through the CRM forum and was surprised that I couldn't find a post already on this topic. Perhaps I am missing the obvious. When viewing a task, I'd like to press a button that will copy the details of the viewed task to a new task. Can I do that?
Attached files are moving !
Hello, I'm chocked to discover that by converting a quote to and order, the attached files to the quotation are moved to orders. Then by converting the order to an invoice, the attached files are moved once more. So now I end up with the PDF of my quotation attached to the invoice ! And of course, no traces of the PDF of the quotation attached to the quotation... Is that progress ? Best regards Christian
Auto responder email sent straight to spam
Hi, I'm using web to lead and then sending an auto responder to the lead. When testing, these auto responder, emails are getting sent straight to my gmail junk mail. They have the following message on them: Be careful with this message. It appears to have been forged and did not originate from your account. Is there a way to send these emails through my smtp server, or to otherwise stop this? It's not worth sending the emails if they just go to junk. Thanks James
Formulas in Zoho-CRM-Making what should be simple impossible
I'm a fairly intelligent person, but for the life of me I can't figure out how to create a simple freaking formula..... There's a "formula =" above the box you create the formula.....which to me means that the name of the field I'm ATTEMPTING to create is "Field Name" = after which it appears that you need higher level math skills to even create formula where syntax is correct and allows the field to work properly. What's wrong with having a SIMPLE math calculation like ("Field A" X "Field B") +
Managing contacts through job changes
First, let me say that I don't know much about Zoho, though it's the only CRM I use. I know there is much I'm not capitalizing on, so perhaps this question is an easy one. When my clients change jobs, I don't want to lose the history I have on them from their previous job/company OR with them personally. What is the best way to update their contact information with their new company without losing the history? I really need to keep the history with their former company with the former company
Need Input from YOU - My Zoho CRM - eCOMMERCE Colleagues re How You Process Your Orders Within Zoho CRM
Any input from you would be most helpful on this 1 question: How do YOU process your online orders? We do not invoice customers. ALL of orders are paid up front. Both the customer and me are notified by email when a new order comes in. Our shopping cart software generates an order number with each new order. How do YOU process your online orders? How do YOU know which orders have: 1. been received by your suppliers confirmation, 2. been shipped 3. been paid ANY "process" information you can
How do I create a chart breaking out "potential" sales by product type?
Looking for a way to create a chart showing potential sales by product? Each potential currently has a "product" within it and I'm looking to show the sales potential for each....please advise!
How to plan a calls?
I would like to plan calls or reacalls when after one phone I have to call to the same customer another time. For now I can only make a task, after that cloase the task, make a call and then register it. It's a lot of operations. How to do iit faster and simpler? Mayby some kind of future call and reminder from a call funkcion?
New User (requesting aid more on a personal level, maybe 1 to 1)
Hello All, The last 2 weeks, I have spent countless hours downloading and deleting CRM apps on my iphone. With nearly 1000 different apps out there, I have to say, landing on ZOHO a few days ago has brought some relief as I believe my search for what I have been looking for has come to an end. I must say, I am very impressed with everything ZOHO has to offer so far, and seems to touch base with just about everything I am looking for. So... Saying that, lol, I need help!!! I have NEVER used a crm
Changing Large Amounts into Exponential Values
I am working in Vietnam Dong currency and number can reach high numbers. It changes to Exponential value in the quote. How can i set this to numeric value?
Customize Account Listing
How can I add fields to the Accounts listing? For example, right now I have a list of Accounts in a tabular format. I want to add the customer's address next to their name on the "Accounts" view. This way, I can find a reseller close to where a caller lives.
Emailing multiple people from the Activities Page?
Is it possible to email multiple people from activities page? Say I create a workflow to make a task that reminds me to email prospects when i put "lvm" in the call subject line. A week later I go to my activities page and there is a list of 20 people i need to send an email to. It would be helpful if we could send out emails by checking boxes in the list and then clicking on send email like you can from the contacts page. Let me know if I'm not being clear enough. Thanks in advance. -Matt
Emailing multiple people from the Activities Page?
Would it be possible or do you know if it is in the works to email multiple people from activities page? Say I create a workflow to make a task that reminds me to email prospects when i put "lvm" in the call subject line. A week later I go to my activities page and there is a list of 20 people i need to send an email to. It would be helpful if we could send out emails by checking boxes in the list and then clicking on send email like you can from the contacts page. Let me know if I'm not being
Adding values of multiple currency fields in Campaigns
I want to track all costs that go into a single campaign (ie. one company did the graphic design, another company did the writing, etc.). The default "Actual Costs" field isn't sufficient. As such, I was thinking of creating custom currency fields to break down each cost. But how can I add the values of those custom fields together as one "Total Cost"? Use case: 1. Create a campaign. 2. Add value to "Actual Cost" field. 3. Track all additional costs for campaign. For example, cost of hiring a 3rd
Lead Import ignores most of my records
Im trying and trying to import my lead records from an .xls file. All of my critical information is complete in all the records, yet Zoho skips over half of them saying the records are incomplete I've rebuilt the .xls sheet 3 times now, even matching the field names exactly - pointed all field to Zoho fields and it STILL misses over half the records - saying they are incomplete. I have over a day's work into trying to import 150 records. Wow. I have more records but if I can't get 150 to import
More than 100 products in purchase orders
Dear colleagues, How can I add more than 100 products in purchase order?
Better sollution for different industries
There are industries firld in Zoho CRM. That's great but threre are very big difference between example 2 B2B industries and ex. customers. For now in Zoho CRM I can't set different fields to accounts in dependence to industry. That's make accont field very messy when I have to view fields needend for one industry and not for anouter. I suggenst possibility to set custom fields for every account or only to particular industry. Thanks
Moving from Potential to Accounts or the other way
Could some one please advise how you move From Potential to Accounts Accounts to Potential Without losing the data Many Thanks James
Formula Field Question
I need to setup a formula cell to do a very simple calculation, but I can't get it to work. Here's what I need to do: Create a formula cell that Will automatically multiply one number with another. Lookup Provider Count ( from Cell in opportunities) Multiply That By a Dollar Amount (From another Cell in opportunities) Here's the formula I get by using the tool in ZOHO CRM. ==${Potentials.Provider Count}*${Potentials.Estimated Unit / Per-provider Amount} I'm new at this, but I'm usually pretty good
Next Page