Suggestion: Custom Modules
Hi, I know this is not a new idea, but custom modules would be great. As it is now, I have customized the names and fields of all the modules almost beyond recognition. And have had to workaround a lot of interesting issues with fixed fields and relationships. Thanks, David
Web-to-Contacts Validation Field
Hello I created a Web-to-contact form and I added the verification code as proposed by zoho. Now I'm trying to make some fields required but I can't figure it. I used the code from zoho but it doesn't work... Here is what I have so far.. <html> <body><div id='crmWebToEntityForm' align=center><META HTTP-EQUIV ='content-type' CONTENT='text/html;charset = UTF-8'> <form action='https://crm.zoho.com/crm/WebToContactForm' name="contactForm" method='POST' onsubmit="return validateForm()"><table border=0
Can I delete columns/headings in Open Activities on Contacts Details Page?
How do I delete columns on the Open Activities section of the Contacts Details Page. I've figured out how to modify many things but can't seem to find this. Right now it has Subject/Activity Type/Status/Date Due/Start Date time/End Date time/Owner Name. I would like to eliminate the columns for Start Date Time and End Date time as I don't use those. Thanks for your help!
How do I add one of my Zoho Mail users to have Zoho Mail Add On for CRM?
I have already paid for 2 subscriptions for Zoho Mail Add On to CRM - one for myself and the other for my employee. Not sure how to enable the employee. Thanks. Sudip
Privacy Settings
Hello, I have the free edition of Zoho now, and I was wondering if there is a way for my supervisor to be able to access all of her information as well as another employees, but block that employee from seeing the supervisor's information. Please let me know.
Can't export contacts?
Help pleez! i need to exports contacts. But when I try to do this automatically EXCEL opens, but no workbook appears. I don't get any "save as" box to save the .csv file?
Potential Products on Communication template
I don't believe you can include merge fields for the potential product line items in an email template but perhaps someone can enlighten me othewise. The use case is that when an opportunity is won a workflow rule fires and sends the contact an email with information about the sale (we don't use sales orders as it requires duplication of user effort). However there doesn't appear to be a way to include the product data on the email template. Very frustrating. As a workaround I tried to avoid the
Need suggestions on setting it up
I started setting Zoho up a while ago but wasn't really sure what it could do or what we needed it to do and no I am realizing this isn't working so well so need help! The information I would like to store is as follows Customers (their contact info, sales info and who their distributor is) We would also like to add a field to the customers so that we can add a field for how they found out about us Distributors are also customers so I'd like this info to be tied together if possible, rather than
Products - Partial quantity
In the CRM, when you enter a decimal number for a product (i.e 0.5), it will recalculate the costs and pricing, but will not let you save the partial quantity. This is increadibly useful for service based industries where you have labor at an hourly rate and being able to adjust that same product (1 hour labor) for the time actually spent on a job by entering a different quantity (.5 for 30 minutes, .75 for 45 minutes, etc.). It would also be useful to have products that don't "run out" - for
Email from Suppliers (Vendors) list
I can't add contacts to my vendors (suppliers) list. I can only make contacts from curtomers. How I email directly to one of my suppliers and keep the emails in the supplier file?
Recording e-mail history
Testing Zoho and trying to figure out how to create e-mail history. I don't have any type of email integration set up. I can send email to a lead and it records it for me with the lead. Now a lead replies and it comes to my Outlook Inbox. I'd like to cut and past this into the email history so that later I can follow the conversation history. Can this be done? Or is there some different way to track all correspondence?
How can I remove email attachments from sent email messages in CRM
I sent a few mail message with a 2.5 mb attachment. I don't need to retain the attachments would like to free up this room in my 'storage'. This way I will have the email thread without the attachment. Could not a way with right click context menus or in searching the forums. Any ideas on how I can remove the attachments but keep the messages? Gary
Can you change Zoho privacy settings to protect one user from seeing another user's leads?
I am working with the free edition of Zoho now, and I have 3 users, 2 of them being supervisors, and one of them being an employee. The supervisors wants to be able to see each other's information as well as the employees, but they want to block the employee from seeing their information. Is there a way to do this with the free edition? If not, do any of the editions offer privacy like this?
Bulk Emails
How do I send bulk emails off my contact list? Have set up email template,, have set up merge template,, how are they merged and sent?
HTML Newsletters
Hi I was looking of a little help please. I am creating a newsletter in HTML based on a Mail Chimp HTML Template that I have customised. Problem is that it looks great in the ZOHO HTML Newletter Preview and numerous other apps like Safari, Chrome, Firefox (view code output) Then when I save it in ZOHO all the formatting is changed, pictures are larger, fonts changed etc. Anyone else had this issue? Michael
Sorting customers
Is it possible to sort customers by different parameters (the ones we add ourselves?) And if yes, how do I do that? Thank you for your answer, Stela
Linking Potentials and Contacts to Accounts.
I have an existing external list of Potentials, Contacts and Accounts that I plan to upload into my Zoho B2C CRM via CSV files. After I get them imported, I need the Potentials and Contacts to be linked to the Accounts in Zoho CRM. Is there a way to prep the data maybe just by matching the name or some other data field like account # or email to either make this automatic or at least easily done manually? Alternately, can I upload Contacts and/or Potentials then either import or manually and individually
create groups of contacts
Hi, I'm new with Zoho. Is there the possibility to create groups of contacts? I got a music label and i need to divide my contacts by the music gendre. Thanks! bye
How do I add sales script and go from call to close?
I have been testing out several different crm products and my biggest issue is none of them are set up to go from a lead to a contact/call to a sale to client. I need to be able to take the sale and process it through to the accounting program and track the order. our company has a very short sales process; we call potential clients [leads] and either sell them on the spot or arrange to speak at a later time with the decision maker and then close the sale. That is a very narrow look at the process
Sorting Notes on Contact record
When I click on the Created Time in the Notes module on a Contact record, it does sort by time - either descending or ascending depending on how many clicks. However, that sort option does not remain set when moving from contact to contact - I have to click on each record to resort. How can I get this to sort properly? Richard Brust http://www.rbrdatasolutions.com
Workflow Field Updates in Any Module
The enterprise feature, "workflow field updates" is currently only available to update fields in that particular module, based on the workflow rule. We would like to request the ability to set-up field updates for any module, this will help to ensure data integrity between the modules. So for example, if an order status in Quotes or Sales Orders is modified, then we could establish a field update for accounts & potentials, based on that action. David Corcoran Batipi / Zoho Partner http://www.batipi.com
How to map Lead Created Time to Contact and Account
How can I tell when a lead was created after it has been converted? I tried creating a formula field called "Originally Created" = ${Leads.Created Time} but is not listed in the map fields screen.
Case workflow
Question:crm Need help creating a workflow. Can zoho monitor a pop mail account and create cases from an e-mail? We want zoho crm to create a case from the email and then create an e-mail and send it to a specfic e-mail address? Is this possible?
Accounts to Leads and etc
Please make it easier to change accounts to leads and potentials. When importing into CRM if a contact doesn't have a name it gets added in as an account automatically... which is not true... it may be more of a lead or a contact... I need to move 'accounts' back and forth across db. Please make it easier to do so. thanks Dennis dgd
Customer Portal
Hello Peter, You mentioned that the Customer Portal would be rolled out at the end of Q3. Can you provide an update on this. Regards Toby
Leads with multiple contacts
We have imported a database of companies as leads. Since we didn't know the last name of the contact person for many of these companies, we imported them indicating "NO NAME" in the "Last name" field. Before we assigned to our sales executives, we happened to find the contact names of *several* key decision makers in several companies and we needed updated the leads adding several "CONTACTS" for this company. This could be done only by converting the lead into "ACCOUNT", which enabled us to insert
Importing Postal Codes beginning with cero (0), eats the cero
In Spanish languaje version, Importing Postal Codes beginning with cero (0), eats the cero. Example, importing "08050" brings "8050". Is this a bug? Is there any solution for it?. Thanks.
How to change username?
Is there any way to change my username? I can see how to change all of my other details by clicking edit user details but I can't seem to change my username. Is there any way to do this?
Dashboard for oppotunities by month
Can I create a dashboard that shows Opportunity stages for each month based on completion date? i.e. so I can look at say 6 or 12 months at the same time and see what opportunities are are what stage?
Calendar times different for different users
I have 2 users in my CRM acct. If I put in a calendar entry for say 2:00pm to 4:00 pm when the other user logs into her account and chooses calendar ALL she will see a different time for the appt. Like 02:00am to 04:00am Both accts are using the same time zone. Any ideas on the problem or fix. Thanks..MG
Importing Leads/Mapping fields
I have an excel lead list I want to import, however, the name column contains both last name, first name. How do I map one column into two different fields?
Custom Web to lead form
I am really struggling with making the web to lead form look right, any editing that I do to it brakes it.. can anyone help. http://www.blucky.co.uk If you go to my website you will see my current form.. and i want my ZoHo to look simaler... e.g to the right <div id='crmWebToEntityForm' align=center><META HTTP-EQUIV ='content-type' CONTENT='text/html;charset = UTF-8'> <form action='https://crm.zoho.com/crm/WebToLeadForm' method='POST' onSubmit='javascript:document.charset="UTF-8";' accept-charset='UTF-8'><table
Opportunities reports troubles
Hi When I export opportunities in Excel format in report module, the amount field seems to be invalid. It's a currency field, but when exported in Excel it does not act as a monetary field : i can't make sum or any other operations. Help :)
How to remove Zoho marketing from paid CRM users view
How do I hide all the marketing URLs from the CRM and other Zoho software from the display of our employee users, like the "Upgrade" or "Tell a friend" links? We pay plenty for all of our Zoho software, so it seems perfectly reasonable to be able to disable such marketing across the software. Thanks for your help.
auto generate email to contacts based on field values
Hi Zoho, I want to have a workflow rule which automatically sends emails to my contacts based on field values. For example, my contact has an appointment with me tomorrow. I want zoho to send an email the day before tomorrow automatically with a text from a template. I hope this is possible. Please tell me how to fix this. Kind regards, Jimmy van Dijk
Modify hours and date for calls
Hi, It would be great if we could modify hours /date for calls activity. Currently we cannot and we are forced to delete and redo when we make a mistake. Regards,
Need direction.
Our company is a small 3-4 employee lending/microloan business. The process is the following: We lend upto 50,000. We have a booth at heavy areas where people fill out their basic details and our office contacts them and says if they provide the requirements, we can have them apply. Then the person comes in and fills out the application and gives us the requirements. Our due diligence team follows up and verifies the requirements. If the requirements are good and dandy, they get forwarded to the
What is considered advisable practice
We have been using ZohoCRM for the last couple of month and concerned about datalosses, corruptions etc. Is it possible that Zoho could lose all our data? - hacking and corruption included. or will it never happen X. What is the best practice in terms of backup. Getting Zoho to do this on a regular basis and doing manually is long-winded. Is there some routine (script or macro) one could run? What would you guys who have been using it for a long time advise.
Pressing the tab key in Contact Information
When entering data under Contact Information (two-column layout) and using the tab key to go to the next field, the cursor moves from left to right. Is there a way to have it go from top to bottom (starting from the left) and then continuing to the right? Similar to how you enter data under Address Information?
Show leads by Company name, not by last name of contact?
How can i have my leads under the alphabet a-z tabs be shown by company name and not by last name of the contact?
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