How to costumize Zoho CRM for school/ child day care
Hey, Im trying to costumize Zoho CRM for the needs of my buisness (Child day care) and i have a few questions. 1. My costumers are parents and each couple ca have more then 1 kid. i need to keep track of the parents as costumers and the kids (each kid seperate) linked to the parents. what would you recomend to do? which tab would you use for each entity? 2. i want to keep track of my stuff, from the very 1st intervew thrue his working episode untill (happen sometime) he's quiting. i want to coect
Creating a report of ALL products by category in our database
Hi, Can you tell me how to create a report which shows all our products classified by category from all our accounts? I'm basically trying to create a history of our zoho usage. If I can also list date range, it would be a bonus! I could create this report in the NetSuite CRM but I can't figure out how to do this in Zoho--the closest I got so far was to create a report of the last product in each of our accounts. Thanks, Yvette Lee
Zoho Campaign tool: Measure clicked links in emails (like Sugar CRM)
Hi everybody, we have been using sugar CRM and its campaign tool. As sugar is always a headache to maintain we seriously consider migrating to zoho. However, the main feature that made us choose sugar is the campaign tool, which features a way to measure the impact of your emailing campaigns by providing you with a list of those email recipients that actually clicked your links... thus, a list of pre-qualified leads. Does zoho offer this feature ? best Daniel
Sales Order Reporting
Hi, Why cant I create a report to show me the List Price on a sales order? And also the Total cost before any discount is applied? These seem to be missing from the customizable report options. Please help! Thanks Sarah
Custom Lookup Field
In our CRM setup, we have a custom Lookup field called "Partner Name" which has Lookup Type as Accounts and the Related List field "List of Partner Companies". In this list of values for this field, one of the value we have is called "Direct". This value appears only for users with roles set as Administrators and does not appear for users with roles set as Standard. Can you please tell me how to edit this value or how I can configure it appear for users with roles set as Standard?
Customize stages in Potentials tab
Is there a way to set the stages field so it is a parent/child defined map? We have several types of properties we work with and all of them have different stages that occur when moving through the process. For example: Property Type = Short Sale Stages: Offer Submitted Offer Accepted Offer Rejected Justification Package Bank Negotiation Approved Short Sale Escrow Closed etc. Property Type = Free & Clear Stages: Offer Submitted Offer Accepted Offer Rejected Due Diligence Escrow Closing so forth and
Field Mapping issues!?
I am in the process of mapping specific fields over from Leads to contacts and am running into an issue where the contacts tab is only showing "none" as an option on 2 of 25 custom fields that need to be mapped. This is ONLY happening on 2 of the fields which make ZERO sense to me. How do I correct this issue, and why is there an issue in the 1st place? I have attached a screen shot. 2nd, how can I map specific data to the Products tab? Can I set up a custom option for this? We buy and sell real
Custom Web forms
Can I have my custom web forms simply point to the correct Zoho fields? Your web form creator is pretty bad and does not work for us. We use dozens of online web forms and we cannot have them going to junk mail like most ISP's read your email. Please advise ASAP
3rd party auto responder with web to zoho contact form???
Since Zoho does not allow for any real Drip Marketing or provide enough auto-responders. Are there any 3rd party providers that tie into Zoho via API or otherwise that will allow the following to happen: Zoho web form is filled out online: Email is triggered through 3rd party auto-responder email service (mailchimp, iContact, etc.) Lead is generated in Zoho Workflow is triggered in Zoho to set lead on a drip series campaign in email provider (mailchim, iContact, etc.) Emails sent are tied to the
Managing more than one accounts database
We have some very different categories of customers and it is not an option for us to merge those different categories of customers in one single database. Indeed, we need to be able to decide on which category of customers we want to work. Is there a way to manage more than one Accounts database and ensure a perfect integrety of each of them?
Selective Links
Is it currently possible to only associate a specific link to individual contact records? Example, we work with both individual customers and business customers. We use dropbox to maintain client files. We would like to see the option to select a single link for that record as opposed to all links showing in every contact: So a business client would have a link: Customer Docs - Business While an Individual client would have a link: Customer Docs - Individual NOT both of the links showing up on every
Making private or team restricted specific items (tasks, prospections, comments)
Typically, if the sales people of a company must access the customers data (Accounts) to do their job, there might be situations when the account related items each sales person makes (comments, task, prospects, etc.) must not be seen by others (stay strictly private) or must only been seen by the members of the group he belongs too (team restricted). Doing this within ZohoCrm is currently not possible. If the account data is shared, then all the account related items (comments, task, prospects,
more items in navigation bar
Right now the navigation bar holds 10 items, myself like i'm sure many others, use a widescreen monitor with the full width layout, the navigation can easily handle all the items without the More... button. Is there any way to show more items on the navigation bar?
Using ZOHO to display SERP results from Google for Keywords
I'm having problems setting up the following information in ZOHO. Trying to enter the clients ranking results from the search engines related to a keyword in a field. How would I link a field to another field. Eg. In my client field I have there 5 different keywords. Each keyword has a unique position in Google which we track monthly. This would need to link to the individual keyword field. Thanks
Intergrate RSForm! Pro to CRM?
Has anyone been able to merge there data from RSForm! Pro (joomla) to CRM? If so how can it be done.. As it would save me a step to copy it over and then give it to the sales rep. Thanks Rick
Sales Rep Gets email if admin enter's lead?
Hi I'm the admin of our CRM and i just enetered in a new LEAD for sales rep BOB. Will bob get and email saying there is a new lead for him? If so great IF not how do we do this.. as then I have to email him and take more time to get this done.. Thanks Rick
Mass email Customers.
Hi, I was wondering if there is an option to send a mass email to many customers? I have noticed this function fro Leads, but not for Customers. Thank you in advance and regards, Remigiusz Czarny
Report to show all activity/records associated with a contact?
Hi there I wish to run a report similar to the the on-screen information displayed when I click on either a contact or an account i.e. it lists the records from tables associated with either the contact or account. In particular I am interested in displaying (for either a contact or account): activities, campaigns, leads, potentials. Is this possible via reporting (or preset reports) within Zoho CRM reports? If so, could you direct me to the appropriate help page or wiki? I have only recently started
Move or Remove competitor section in Potentials
We do not use this function in our business and would like to either hide it's view in the Potentials tab or at the very least move it to the bottom of the screen so we can customize the view for the remaining sections such as contact role, email, activity etc. Is this possible? If so, how? If not, how come? Tim
How do you create a Service for Quotes
We sell services that do not have reorder points etc. The services are sold at a specific price point and can be ordered in many units. How do I create a service that does not appear as a product?
Triggering an event (e.g. sending mail, creating a task) upon reception of an email from Lead or Contact associated to potential
Hello Zoho Team, I am convinced having seen somewhere in Zoho CRM a parameter such as when "New Email sent" (or something similar) that coud be used to trigger events such as the creation of a tasks or the sending of an email. Have I dreamed or does that exist? If it does, then where can I find it? If not, then when will it be implemented? Thanks. Guillaume
Expandable "sections"
I work with different types of "Leads" and "Contacts" I have created various different sections to capture data for my different business needs. The problem is I don't need to see those sections for each lead/contact. Would a check box to expand(the section) as needed be possible?
How do I map a "Formula Field" or the "First Name"/"Last Name" when converting a lead to an account?
My ORIGINAL PROBLEM was: (1) In the "Leads Detail Page", i wanted to see the "First Name" and "Last Name" separately >> I didn't want them to be displayed together as "Lead Name". (2) In the "Accounts Detail Page", i also wanted to see the "First Name" and "Last Name" of the original lead from which they are converted. My SOLUTION was: For Problem (1): I created 2 formula fields named "Given Name" and "Surname". I used the "Upper" function and the "First Name" and "Last Name" fields respectively.
Why am I being told I don't have any available customized fields?
Hey all, I'm a free edition user....well, at least I'm trying to be a free edition user, however, for the last 3 hours I've been trying to customize the 25 customizable fields. Initially, I was able to add them, but then I went to save the work I'd done, and the system stayed in a loop never saving. That resulted in my using the back button, but after inputting 11 customized fields, and it no longer permitting me to save, I then tried to enter the custom fields tab rather than layout. Though I
Customization of CRM for Data Collection Project
Hello, I am working on data collection project, and investigating on capability of customizing the Zoho CRM to fit the project requirements and cover the needs of the processes. The project based on many stages; the movement from stage to another must be automated based on a predefined workflows, each stage moderated by particular users level. So, could you help me find a similar implementation or give advices on best practices of Zoho CRM? I could provide you with the main process diagram in order
PLEASE HELP! - Web to leads and auto responders
Dear Support, I am a professional user and getting very frustrated. I have created a web-to-lead form. When a potential customers completed the web-to-lead form, I would like an auto-responder sent to them and a task created for one of our agents to contact them in 4 days. I have tried doing this using the work flow triggers and alerts but I cannot send the template email which I have created to the lead - It keeps sending it to the agent instead? Please help!! N
Data export from CRM
Hi Zoho team, We are about to migrate to Zoho CRM but I suddendly found an issue with data export. Almost all our data (Customer names, addresses, contacts, comments, etc) are in Russian. It is displayed correctly in Zoho and it was imported correctly from another CRM. But as for the export it is unreadable. Please see an example of one line from export of Customers zcrm_597101000000063301,"Денис Олейников",zcrm_597101000000055006,,"1 Вячеслав","+7 903 724-88-61",,,,,18,Клиент,,0.0,"Денис
Template for Courses or Events
I run courses for the Logistics Industry and would like to set up my various class/courses comprising delegates/student. Not sure where to do it: as an Event or a Campaign? Help!
Using Zoho for B2C telesales?
Hi all, First post after reading some very positive things, just wanted some clarification a few items. We are contemplating implementing Zoho in a strict B2C environment for a telesales company for a single campaign. Leads will be imported via CSV, dialled by a team of agents (either with a dialler backend or manually), and if converted needs to be kept on the system for a series of aftersales called to ensure the entire process (as we refer to another company for our service but maintain full customer
Daily Agenda Email
Hi All, I have recently started using CRM and I absolutely love it! However, I have not found a way to receive a daily email of our agenda. If anyway knows a way please let me know! Thank you, Scott
Inventory Quote Template
Hi, I'm very new to HTML code and I'm trying to understand how to get the quote template to display in a certain way. Currently it lists all my products, with the quantity, list price, total and grand total. This is fine but then what I want to show, underneath this pricing section and before the assumptions, is the Product Description. I can get the product description to show for each chosen product under each product name but I want it to show in a separate section, so I have a product pricing
pop-up windows
How can I have a pop-up window every time I want to be reminded of something?
How do I create a fresh install of CRM?
Someone else on our project signed up for Zoho CRM 1 1/2 years ago and made some random customizations, and very little test data. I've also noticed that when I signed up for Zoho CRM recently on a different account that there were a number of more features, tabs, relationships, etc. that I would prefer to have. So how do I take the current Zoho CRM that we have and start fresh, new? Is there a way to reinstall? I don't want to delete my entire Zoho account, just start over with CRM.
Web to Lead and Campaigns
Is it possible to embed the campaign ID in the web to lead form so that the campaign ID is automatically attached to the lead when it comes in?
user problems
I am having trouble setting up new users. I've set up a profile for account reps. As far as I can tell I have checked all the modules that I want him to be able to edit. Regardless of that, He does not have privlages to convert a quote to a sales order...why could this be? Also, he can only see 1 of 5 public email templates. I was able to set up his signature for zoho mail, but when I try to add the signature to use for templates, It says it is saved, but then does not appear on the email templates.
User Management
Hello, Is there a centralized user management app/plugin? I'm the admin user, and I can purchase user subscriptions and invite users to join. But, if I want to make any changes to that user (ie. email address, password), I cannot. I need the user to login and take of it him/herself, which isn't the best. Any ideas?
Make all seats have same "viewing setup" as administrator
Just upgraded to Pro version with 4 seats. I'd like to be able to set the "home screen" and other areas up for my other users who are still very green. Is there no way to select "apply to all users" as an administrator? Best way to accomplish consistent viewing and appearing tabs for users? Thanks
Import Leads Duplicate Records
Hi, I am unable to select Skip or Overwrite radio button for avoiding duplicate records during import Leads. Only Clone radio button is enabled by default. Can I know why? I have upgraded to free Enterprise Edition but still i am unable to select. Thanks and Regards,, Nataraj
Sales order customization. I need to write more than 32000 symbols
Hi everyone Can anyone tell me if it is possible to create a sales order with more than 32000 symbols? Regs. Eugene
Sales order costomizing (over 32000 symbols)
Hi Everyone I have a question and I would really appreciate if somebody can help me with it. I am trying to costumize the sales order which is in our business a seven page document and the content is over 32000 symbols and the program does not let me save it. It is a couple of pictures and the content. Is any way around where I can create a sales order temple with over 32000 symbols . Thanks in advance. Regards Eugene
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