Iframing various Zoho accounts with web tabs
I use Zoho's CRM and love the web tab feature. I have used other Zoho accounts and make a web tab for them. Zoho creator list view are great. They fit right in. The issue I have is the way other accounts look such as zoho projects. When I make a web tab for Zoho Projects, I have a duplicate header. It takes up space and is redundant. Is there some type of iFrame code I can obtain that will eliminate this? Thanks, Michael Jones www.HybridHomeSource.com
Is it possible to report on Task Duration in minutes/hours rather than by start and due date?
I'm currently evaluating the free version of CRM and I like lots of things about it, it will definitely help my business with sales automation and I will upgrade to a paid version once the evaluation is finished. However, I also want to use CRM for existing clients (accounts) where I can track how much time is being spent on tasks for these clients. I can see clearly that both calls and events for each account have time tracking in minutes / hours but tasks do not have this. Is it possible in one
Notes field in Leads Table
Hi, I place relevant comments in the Notes field in the Leads table before I convert it. This field needs to be available in the Potentials table. What do I need to do to get this done? Thanks for your help. Mohan
Customizing Converting LEAD page
There is a suggestion from my clients to have customising option the CONVERT page from lead. Bringing in additional custom fields which will map to contact/account.
Workflow Alerts
It appears that work flow alerts will not work with ONLY an email address listed in the "Additional Emails" section. I want to alert someone that isn't a Zoho user and I want them to be the only person that gets the alert. Is there a way to make this work?
Mass Email Report Showing Who Has Read Email?
I'd like to be able to track who opens and clicks links in mass emails that I send out. Is this possible?
Example of Navigation improvement needed
Since this is fresh in my mind I wanted to post it immediately. I was working with a lead. I was in the lead record and I start to LOG A CALL. My phone rings and I need to abort the call logging. I click on cancel. The next screen I see is the View screen in the Activities module. I now have to go back to the Leads module, Locate the lead I was working on, and re-open that lead record. When I CANCEL something Zoho should take me back to the previous screen/record/place I was at before. What I would
Can an un-associated contact have a billing and shipping address?
Hi I have a contact in Zoho CRM which is not associated to an account. When I link that to Zoho Invoice, I see the mailing address is then taken to be the billing address. The 'other' address fields are ignored. But I also want to define a shipping address for the contact. Where can I enter that data in CRM so that it appears in Zoho Invoice? Thanks Gene
Finding Inactive Deals Made Easy
When you edit the fields in a record, the Modified Time is captured, but what happens when you send an email, add a note, close a task or associate events, tasks or calls! These changes are recorded in the Last Update field under Leads, Contacts, Accounts and Potentials modules and this information is used in Pulse. We can do a lot more using the Last Update field information, as it is now available under the criteria section (as the Last Activity Time field) in Custom List Views and Reports. How
Zoho CRM Android Filter
Hi Is it possible to create groups for contacts on the Android version? Using Custom Views in CRM we can effectively create Contact Groups. But this does not transfer across the Android App. Instead there is a filter with only 2 options: - All Contacts - My Contacts It would be good if we could instead get the filter on the Android App to match the Custom Views set up inside Zoho CRM. Thanks Gene
How to use Zoho docs in combination with CRM leads
We have calculations and other documents that are related to leads and accounts in CRM. What we struggle with is how connect the 2. Ideally we would like to open a document within a specific lead , work with it safe it and maybe send it as an email attachment to a customer. There is an option to attach documents but only from your own desktop and not from Zoho docs and secondly If you open it as an attachment there is no possibility to safe the changes. What we sometimes do is to create a link using
sending email to a field of Data base
Hi I am trying to work with workflow email alert, I want to send an email to the vendor, when a field is updated How can I send the email using one field of the database as the recepient of the email (to) best regards
Can you embed zoho crm web to lead form into a zoho sites website?
Can you embed zoho crm web to lead form into a zoho sites website?
Zoho CRM: Reporting features needed
Hello, I am an Enterprise Edition Administrator and need the following features - I need to group Potentials by roles in the hierarchy (not users) e.g. by Regional Sales Manager - North and Regional Sales Manager - South & West in the attached role hierarchy picture. I need to group Potentials by the closing month (closing date isn't very helpful). Any help with the above features would be appreciated. Without these features, the utility of Zoho CRM seems to be relatively low. Regards Nitin
How To Group Contacts By Month
I work in the insurance industry and need to be able to pull up a group of contacts by month. Anyone know how to catagorize contacts by month?
Zoho CRM Android - Linking Potentials to Account
Hi With Contacts on the CRM Android App, in the Contact View you can click a link, which then takes you to the Account View of the related Account. But you can't seem to do the same for Potentials. i.e. When I am in Account View I want to be able to click a link to see the Potential View's details. Would like to request this feature be added to the Android CRM App please. Thanks Gene
Formula , excel to Zoho CRM
Wondering if anyone can help with this fomula, It works in excel but how would i convert it to work in zohno? Below is our feescale matrix for purchases. If the feescale number is in a given field (for the sake of this formula I will call if Feescale), the excel formula would be: =if(property price<200001,if(feescale=1,549,if(feescale=2,649,if(property price<300001,649,if(property price<400001,749,if(property price<500001,849,949)))))) This would cover the first 5 bands for feescales 1 and 2.
You can create a lead by sending email to the Zoho CRM?
You can create a lead by sending email to the Zoho CRM?
how do I get a custom field to show up in Sheet view
I need to get more information out of the Sheet view, it only shows. Lead_ID, First name, Last name, Phone Email I'v added custom Fields In Edit Page Layout, "date picker" I need that information to show up on a Column in Sheet view. Sorry for the noobnes of the question but I'm stumped.
Zoho CRM account cannot add user neither reset password
Hi, Am having a problem, I've created my account through google apps, tried to add a new user, but the new user was added to a new zoho account. Neither of us are receiving emails from Zoho - no they're not in spam we've checked - and we cannot change the email address on the new user to re-invite cause we can't change the password, link from zoho to reset password never arrives! We're stuck and would really like to start trialling your product! Thanks, P.
Shot position in contact field.
Ok, so this is what I need to figure out, if somebody could help me it would be greatly appreciated. So on both the Account Details page for companies, where it lists the contacts, it shows the fields name, email, phone, mobile, fax. Is it possible to take fax out and instead show the position? I really need the position to show to make this work with Zoho. Also on the main contacts tab screen, I need the position to be listed there as well. I'm talking about the screen where after you hit the contact
Mass email address export from CRM
In Zoho CRM, I go to customer accounts, and then search by industry. I get a list of all the companies we have in Zoho within that particular industry (ex. Meat processing). I want to send an email to all the contacts listed for that industry (some entries have multiple contacts) without having to go into each entry and copy the email addresses individually. Is there a way to do this? Thank you!
Where can I find the Auth Token?
I am trying out a free account and can't seem to find the Auth Token to automatically import records. Thanks, Anita
Transfering leads to a new account?
Can this be done without doing it manually one by one?
Can able to download Zoho CRM?
Hai, I am new to Zoho, Already i have some knowledge in SugarCRM. In that user can able to download and install it in their local System. So that users can create and implement some modules to it. Likethat can I able download and install Zoho CRm in my PC. Please help me, i have to do a project in Zoho.
Can't add custom fields - hangs
Hi I am trying to add custom fields. But when I save I just get the "Loading" message. If I refresh the page I can see the custom fields have been added to the correct sections and exist in fields. However, when I go to edit a record or create a new record those fields do not appear. Please can you help. Thanks Gene
Failure of Importing Leads with Excel spreadsheet
I am trying to upload my leads from an Excel spreadsheet into the CRM. I keep getting errors that Company and Last Name are required. I even added columns for it to try and get the import to work. Please help! Thanks!
Zoho Invoice Imported Contacts Default E-mail
Hi I've imported contracts from Zoho CRM and linked to Zoho Invoice using ZSC key. I've noticed with "Accounts" records the default E-mail Address used is the one associated to a "Contact" that is linked to the account. Is it possible to instead have a choice to instead link a "Potentials" email address as the default e-mail associated with the Account? Many thanks Gene
Linking Product values and units to Potential value
I am a new user. My first challenge is that I want to create potentials that include a number of products. This I can do but I want the value of the products to be linked to the overall potential value. So I may have two Products A = £10 x 2 units B = £20 x 1 Unit Total Value = £40 (I want to make this the total potential value) Any help would be appreciated. I have already set up products with a value in products...
Import Contacts CSV Error
Am importing from Apple Address book using a utility that converts the file to CSV. Have tried Comma separated, Tab Separated and Semicolon. All give the same error: "Please check whether the file is a proper XLS, XLSX, CSV or VCF. If it is an XLS or XLSX file, ensure that it does not contain any controls like combo box etc." Let me know how to resolve. Thank you.
Log incoming email
How are most users logging incoming emails? As a call, task or event? Or is there a better way? Thanks
Zoho CRM Formular Field - Multiple If Statement
Hi, Hoping you can help me create a multiple If Statement. I need to create the following: If *Text Field* = "ABC* & *Closing Date* is less than *Date*, then: The tricky part is obviously the "&" in the If statement. Thanks, Brendan
Bulk Task Edit
Can you edit a task on a bulk number of leads at the same time? If so, how? Thanks! B
CRM for managing attendance
Hi I'm new to Zoho and am currently running a trial of Enterprise with the intention of running this alongside Creator. I am trying to implement CRM for a member clubs, and would like to be able to "sign players in" using CRM to nightly tournaments. I'd like to be able to use this data to create a "Last Seen" field, which would act as a reporting tool for flagging players who have stopped playing with a view to chasing them up and getting them back. Can somebody advise the best way to do it. I've
Multi Currency and web forms
I am just starting to use multi currencies and need to make sure web-to-lead forms automatically bring in the right currency. I have tried setting up a hidden field but cannot get this to work with a drop down list - could someone give me some pointers on the correct code for this? Thanks
SALES PIPELINE CONTINUED: ORDER > (supplier) CONFIRMATION > SHIPPED > (supplier) PAID (Drop Ship Company)
Greetings. I really hope someone out there can help us with this one issue with Zoho Crm. 1. We do NOT invoice our customers; all orders are PAID up front. 2. We drop ship orders to our customers. Orders are placed on our website either by the customer OR we place the order on our website while talking to a customer over the telephone. Then an email is automatically sent to the customer AND an email is sent to us... with a new order number. 3. We then forward the email to our supplier.
track log in or log out times
How do i track when my assistant has logged in or out
Reports
We can't seem to be able to create a report where the account name shows, only the contact name. Is there a way to do it?
Problem Sorting Dates
I'm having problems sorting dates. I'm using 2 columns of dates. NEXT CALL: Sorts correctly. LAST CALL: Does not. Seems to sort on the month without regards to the year. Any ideas what I'm doing wrong? Here are the screen shots:
Sorting Dates
I have 2 columns of dates. NEXT CALL: Sorts properly LAST CALL: Does not. Any ideas what I am doing wrong?
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