Zoho CRM Android App Customisation
Hi I've customised our Contacts and Leads pages on browser version of Zoho CRM. But when I goto the Android App the page & field layout doesn't reflect the customisations. Please can you advise. Thanks Gene
Zoho CRM integration - looking for a consultant
Hi I am integrating Zoho CRM, Books, Projects and Reports. I have done a lot of the work, but it is just taking too long. I am looking for someone who has done these integrations before to help me via Skype. I mainly need some questions answered and some reassurance that I actually do understand how the tools work, and that I have set them up in the correct manner. I am willing to pay an hourly rate for this service. First hour paid for in advance, via PayPal. We can then discuss future support hours
emails do NOT work correctly
I have emails going into my clients junk mail, emails not being received at all by clients, emails not coming in to my mailbox, and emails taking a long time to show up in the mailbox. I also changed the password for my email address and when we updated it in zoho there was an error and it kept saying password incorrect (yes we put in the correct password). Would appreciate some enlightenment on why this is all happening as I am beginning to grow tired of the issues with this system.
Convert Lead to Account & Contact
When I'm prospecting, I'll reach out to 3 to 6 people in a company at once. When I get interest, I want to move all of them from leads to contacts. Is there a way to do this all at once, i.e. as a mass update? Thanks
Zoho CRM activities need to reference account information
Hi everyone, I am trying to create a field in tasks that references another customized field that I have created for my account information. For example, my accounts now have profiles from A to E, A being the best client profile and largest potential. I would like to reference this profile that I have created under my accounts in the activities that I create so I know what type of client I am calling on. Is it possible to do this? Thanks for your help, Michael
Thanks
Hi everybody, your software is very good. I can create my customer's folder whith Zoho CRM and I realize what this really very easy to use this CRM. Thanks. Samuel Dangoumau www.arpinum.fr
Not Sure I'm Using Potential Correctly
Hello. I am trying out Zoho as a more of a business tracker than a CRM, so I'm not surprised that I have to fiddle with things a bit more. I have recently started as a mystery shopper and would like to track the companies that offer mystery shops, their clients (at whose stores I mystery shop), and the income from said shops. I have renamed "Accounts" to "Companies," "Potentials" to "Clients," and "Activities" to "Shops." There will certainly be several Clients for each company, and there will
footer template crm
Hello, How can I create a footer in CRM in my template ? Many thanks. BR
Email
Hi does anybody know if there is a way to record who you have sent emails to maybe a report of some kind?
Customer Portal
A way to let Contacts log in to download Invoices or other files attached to their account. I think this a major development issue, tough I'm sure you considered this feature before my suggestion... Can you guys approximate when such features will be available in Zoho CRM? Thanx
Email Subject of Web 2 Lead INTERNAL Notification
We have about 7 different web forms we use on our site, all of which pass prospective customer data, marketing info, Analytics info etc back to Zoho CRM. We of course get the "Web to Lead Notification Alert" when these events occur. I was curious if there was a way to append the NAME of the Lead Form to the email notification to the lead owner? Is there a way to use templates for this that I'm missing? Thanks!
New Task with city and adsresse
Is there a way to see the Contact city, addresse and zip code on the task or event page? We see the name, phone number and email but not the addresse.
account
Hi everybody, if in my company we use 3 free accounts of Zoho CRM, and I want buy 2 accounts (12$), I'll can use this 3 free accounts with the 2 news accounts? Best regards Samuel Dangoumau www.arpinum.fr
How do I link contact data with Account data?
When I did my initial import from Outlook, I am able to get all the feilds into contacts, but I would like them to mostly be in the Account section. In fact, I may almost always only use the account tab. How do I get the data, like phone number, contact name, address to move to the account rather than the contact file? Thanks,
Share a Contact with several users. HOW?
Hello All, I have a crm account with 3 users in total. User 1 - ME User 2 User 3 I have uploaded several contacts from our previous crm setup. I have imported them fine but i would like to share them with user 2 and user 3. At current when they log in the contacts i have added do not appear in there contact list. Is this possible?
Client database
Hi. I have database of 200+ future clients. My work is to call / e-mail them to arrange meetings. Then they move to active client status. That is the whole project from my side. I don't see clients using my app (whatever it would be). Can you direct me how to start with that. 1. enter clients data. all contacts i have 2. create tasks (e-mail/call) from there I can get on bymyself.
Question about Zoho deleting our leads during a conversion to contact
Hey there everyone, We've been having a problem for the last few days, (occasionally, it doesn't happen every time) when our workers are attempting to convert a lead to a contact, they click the convert button and the screen blanks out (we let it sit blank for 2-3 mins). When they try and move from the screen and get back into Zoho, not only is there no contact, but it completely deletes the lead too. This has happened twice in the last two days with some fairly high-profile leads. We are wondering
How do I set a CRM Event as private
Any thoughts? Thanks Nolan
Allow related module fields to be used in Forrmulae fields
If Account is related to Contact and Potential, it would be very useful to allow a formula field in Potentials or Contacts to use fields in Accounts in the calculation of a formula. This would allow any field in Accounts to be mapped to Contacts or Potentials.
Zoho CRM and B2C
Hello, I am brand new to Zoho CRM and I am trying to figure out how to set up the tabs. I work at at travel agency and lets say I get an email from someone who saw an add somewhere and is interested in what we have to offer. I add the info to Leads, after email correspondence they say that they want a proposal, I then add the person to potentials - when I do this I have to add the info to both contact and potential. The problem is that I want to be able to destinguish in "contacts" who is already
Query Data on a Custom Field
I created a custom field and now I need to query on that data and pull all the records that match the values in that data field. How do I do that?
Enriching customer database (Zoho CRM)
Hi There, We just started using the Zoho CRM tool. Looks very promising to us. We have one question. I just imported our clients in ZOHO. That all works fine. How can I add enriched info about our customers on a montly basis into the excisting database? We have a callcenter calling for us. Every month this call center sends us an excelsheet with extra info about our customers which we would like to add to the current clients info. Is that possible with a batch upload or something? Kind regards
Can sales stage values in Potentials be exported?
Hi, When I do an export of all records in Potentials, the Sales Stage field is not exported. (Sales Stage is a value from a pick list). Can the Sales Stage field be exported, and if so, how would one do that? Thank you! Robert
The business phone number is cut off by 1-2 digits thus compromising all of the phone numbers for our 1000 contacts.
This is a serious mistake in the software that needs to be rectified and I certainly hope does not involve re importing all of our contacts. Please advise on how to fix this.
Advanced Filters as Standard Filters
Dear Support, It'll be helpfull if advanced filters were processed as standard filters. eg: I'd like to chose all advanced filters instead only standard filters at request. Thank you. Paulo Miguel.
potentials
So why can a potential only be a company? We sell primarily to individuals and would like to convert a lead to a potential maintaining the same exact information, just re-categorize it so I can create a quote. I thought this was customizable.
Reporting on Multi-select pick list fields
I have set up a few fields with multi-select pick list options. I have populated them with data and when displaying this field in a view, I can see the data in the field. however, when I run a report with this field it does not display the data on the report. Thoughts? Thanks. Bill
Convert a call to a lead?
Most of our leads come from incoming calls. I need the call log to keep track of call volume over hours and days. There is no obvious way to convert the person who called into a lead so it can then be turned into a potential. Has anyone at zoho ever worked for a company that deals w/ both B2B and B2C? Ever heard of a lead being generated by a call that also needs to be part of the call log?
Does ZohoCRM PhoneBridge support Axon Virtual PBX Windows Software?
Dear Support, I am Zoho CRM Partner in Japan and provide ZohoCRM for several customers. Japan customer ask for CTI Function for ZohoCRM. Does ZohoCRM PhoneBridge support Axon Virtual PBX Windows Software? Axon Virtual PBX Windows Software http://www.nch.com.au/pbx/index.html Manage phone calls for your business or call center Axon is a virtual IP PBX for Windows designed to manage phone calls in a business or call center environment. Installs on Windows PCs and ready to handle calls in minutes Supports
quotes list: table of all products used and in what order numbers
I'm looking at our product list https://crm.zoho.com/crm/ShowDetails.do?module=Products#tab_Productsbck How do I see what products are part of quotations? How do I see which ones are most successful/used?
Click Setup > Product Tools > Generate PO for Record below Reorder Level. Product tools are NOT under Setup
On this page https://zohocrm.wiki.zoho.com/Creating-Products.html it says Click Setup > Product Tools > Generate PO for Record below Reorder Level. BUT Product tools are NOT under Setup I need to know where I can see and manage and edit all of my existing Products. How do I do that? What is the URL?
Click Setup > Product Tools > Generate PO for Record below Reorder Level. Product tools are NOT under Setup
On this page https://zohocrm.wiki.zoho.com/Creating-Products.html it says Click Setup > Product Tools > Generate PO for Record below Reorder Level. BUT Product tools are NOT under Setup To edit your product list you need to go to https://crm.zoho.com/crm/ShowDetails.do?module=Products but If you try to delete any products you get this cryptic message: Selected Product(s) cannot be deleted as they are involved in Inventory management (Quote/Sales Order/Purchase Order/Invoice). with no URL to help
How can i search on fields which i create by myself
How can i search on fields which i create by myself? Please support in this case. I desperate need your quick response. Thanks.
Changing criteria pattern in "options" but not in the "reports"
Hello, I have seen that you could now change criteria pattern when you are in "options". Is zoho plan to do so in the "reports" as well, that would be very very helpful... Thanks J.A
How to force users to write in cap letters ?
Hello, I need to force users to write in cap letters only in Zoho crm. But is seems that fields type do not allow that ? can you confirm ? is zoho tech team plan to do it ? Thanks J.A
Quote form - adding in leasing option
We are in B2B sales and are interested in adding leasing option to our quote with a monthly payment and term. Anyone have experience, just curious how you have added it to your quote template.
Reports - Advanced Filter (Today - 60 days?)
I want to create a report to view all potentials that have not been modified in over 60 days. Is there any way to create an advanced filer that says: Potential Modified Date --> Is before --> Today-60 days The "today-60 days" is where I would need some code help Thanks for your help, Dan
Distribution security field
How can I create a distribution field in Accounts in order to prevent accounts from one geografical area to be seen by users from other areas, but to be seen by Sales Manager or other special rights aproved users? This is just for security reasons, to secure my data base. Alexandru Hegedüs
Report Question
I have the professional addition of ZOHO CRM. We are only two users in our company, but only one has access to reports. Just trying to understand if this is correct. Thanks
Can you add a note to hit multiple leads without opening each one?
I took an action that effects multiple leads. rather than opening every one individually, can I create a note to hit selected leads?
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