Help wanted. How to send a series of 5 information/sales emails to the same customer over several days... automatically?.
HI, All I am on the final leg of assessing Zoho CRM to introduce accros our company, with about 10 national sales reps. and so far has performed every task I wanted it to, and these forums have helped a lot...Thanks ! So before we take up, I have one more thing to research, understand and get sorted, that I have not tried yet, as I understand its part of the paid version, that we will be starting this week. But heads up on where to start and how to set it up, would be of great benefit. What we want
Adding Fields to a Report
How do you add a field in the Report Pivot tables. I am trying to create a very simple Sales Report that has 4 fields - Date, Account Name, Contact Name and Note Content. Search the web: enhanced by
Security
Will there be levels of security, in the future, to control users from different modules, in addition to maybe locking out particular modules, like locking out a particularly sensitive account or contact...suggestion PAA
Problem getting Zoho Mail and CRM to sync
I've looked through all the settings until I'm blue in the face. I've set up Zoho CRM. I've set up Zoho Mail. When I send out email out of Zoho Mail, it will not show up under the proper Lead/Contact etc. I'm also trying to do the Outlook Plug-in, and that's sporadic success at best. Is it a setting problem?
Getting started
I am just getting started with CRM. Are there tutorials that I can view - at the moment it does not seem very intuitive?
Feature Request: Next step workflow management
I really like the idea of the "Next Step" functionality in the potential module to keep track of the most immediate next step needed when trying to land a client/project, but as currently implemented it leaves a lot to be desired. Currently it is just a blank text entry field, so it has to be manually updated every time a task is changed and you lose all the history every time you do this. A much better approach would be to have this field be a look-up type field that would pull from the task list
Products association
Is there any possibility to associate different products ? Let's say we have 10 individuals products, but we can also sell this ten products in packs. If I enter these packs as new products, this may be a problem for stock management. Please help wanted.
2 meg email attachment limit??
I am using free crm with paid add mail feature. I notice I get a "you can not exceed 2 meg file size limit error." Is there a way to raise this to around 10 megs. Many of our PDF's we have to email are between 1 and 10 megs. Also I was storing the PDF's on Google Docs but the send mail feature when connecting to Google docs only shows my files and not my folders. It seems only zoho docs will show folders. Is this correct? Thank you in advance.
Features I'd like to see...
User customization: add color code/avatar support for user profile in CRM. iPhone app for CRM Calendar view to show color coded user events that span hours and days. (vertical colored bar on left of hour view), hover over it for details of event and creator. Thanks!
Zoho crm custome lead form
Hi Gurus, i want to create a custom lead form because i am trying my customer fill the form on my site when click on the save button this order form save as a lead in Zoho crm.but i did not find any solution. Thanks
inline Pictures
Is there a function or way to upload a picture to the CRM as a custom field or something to have it appear on the page. Live instead of having to download or preview it? I want to post pictures of my customers on their contact or account page. See below and advise.
Mail, CRM and autofetch setup
I am a Zoho free CRM user, just signed up for mail so I could get the emails tied up to my contacts and potentials. Problem is, when I view my mail in Zoho (the mail under my domain name ) it says autofetch needs authentication. 1. I received the ownership confirmation mail in my gmail account and clicked on it. 2. Zmail did bring in all my gmail and put it under my Gmail name. 3. Zmail does not recieve any more of my gmail 4. When I follow the red "authentication needed for autofetch" box and edit
Case with two accounts
Hi, We would like to use cases to track activities we do in the name of our customers to other entities. Is it possible to have two accounts linked to the same case, one being our client and the other being that third company? Regards, Jose
Permisions for individual Reports
I have created Folders for Reports and arranged them using roles and users permissions. I can now show specific reports created for them. How can I hide the default reports to all users so they can only see the ones in the groups they have permissions to? Thanks
Record of merged documents
When I merge a document such as a letter using the Microsoft Office plug in, is it recorded somewhere in the contact record?
Customizing Reports to include "First Name"...
I would like to create a report, that separates my contacts name into a "first name" and "last name" column. How do you do this? I've reviewed the custom reports option, however, I only see an option to add "contact name"...which is their full first & last name in one column.
leads refer from existing clients
we are currently customizing Zoho CRM to our business activities.we have some business partners to give us referrals to create leads and we need to tracking those referrals. the information of business partners will be put into contacts. we don't use account tab as we dealing with individuals. when we create a new leads, can we add a new custom field, say "referred by" as lookup to link with existing contact? or is there any way to go around it?
Banner graphics for mass email
Is it possible to attach a banner graphic only as an attachment, and not to have it as an embedded header in the email? If it is possible - then how? Many thanks for your help.
HTML editor?
Can anyone suggest an HTML editor for customizing templates?
department calendar - role calendar?
Hi, Can I show calendar for 2 people?? - not for one person, not for all, but for one role? Best regards, p
Changing Prospect Source
Can anyone tell me if its possible to update proppect source? And how to do it if it is Thanks
Newbie
I hope someone can help me as soon as possible please!! We have ZOHO CRM at our place. What I want to do is to connect our BI tool to the CRM to create some reports. Can someone suggest me the best way to tap into this CRM data please. Many thanks in advance! MGK
How do I DISABLE Duplicate Check in insertRecords
If a user fills out a form, say a Product Info request form (my form, not zoho's web-to-lead form [many reasons why I'm not using this option]) and I take that info an insert a lead in my account, it works great. If the SAME user fills out a DIFFERENT form, he will use his same email address, of course, and when I go and insert that Lead it will either throw an error (duplicateCheck=1) of Update the previous one (duplicateCheck=2), so I loose all the non-contact info of the first form!! Can I disable Duplicate
Concatenating data in Zoho CRM is impossible. Why?
We run a lead-generation site. We get leads when people download brochures from our site, giving their names and contact details. But the way Zoho handles fresh data makes it completely unsuitable for lead-gen. An example. Ana Smithe has used our brochure sign-up forms to request two brochures, one on Turkey and one on Hungary. Both sign-ups appear as separate records in Zoho CRM, i.e., Ana Smithe appears twice. If she signs up for a fresh brochure, she will appear as 3 records. And if we email
2 areas of Help with web to lead forms - getting email notification of a form submission & a check box issue
Hi! Our web to lead form is working pretty well. We have two issues: Getting the notification to my email that someone has submitted a form. It does not work. I have reconfigured the form I don't know how many times... We have a check box if someone wants our brochure. However, it does not populate the field in the lead. Any tips along these lines would be greatly appreciated! Anya
Will mandatory Lead Fields cause web to lead form to error?
I want to make some fields mandatory when entering a lead manually. These fields are not on our web to lead form. Will this make our web to lead form have a problem? Anya
Non-Admin Profile Permission Setting: Report Export
Why is the ONLY profile able to export a report an Admin? Our sales staff can view, but they can't export? Please update permissions in Reports to allow for us to select this option. Thanks
CRM for iPhone
I have seen much discussion about this topic and it looks as if most of the answers lead to an application somewhere in the second quarter. We are now into the third quarter, how close are you to having an app or something for crm on the iphone.
Need help creating a report correlating data between modules
I have customized my ZCRM implementation so that we use the Vendors module to associate Potentials with our Sales Channel Partners. I now want to be able to track their performance. I have been unable to find a way to generate reports that will allow me to develop a pipeline for each channel partner because the Potentials module is not linked to the vendors module at all. Does anyone have a suggestion for how I can accomplish this? Specifically I want to be able to track the Close ratios for our
Feature request - Modify the "Close" process for Activities
One very annoying aspect of the ZCRM Activity Management process is that you cannot quickly and easily close activities. I just tried to close a task from the Activities list view. I should have been a one or two click process. Instead, Zoho opened the task (which showed the task as complete) and then required that I close the task again. However, before I could close the task I had to manually remove the reminder I had set for the task. When someone wants to close a task it should be a one or two
NEW Problem - Lead conversion NOT creating an account
I just noticed this today... When converting my leads, it no longer automatically creates an account!!! Is this a new bug? As you can see from the screenshot, the Account field is not even showing up... Anya
Template pour devis
Hello, J'ai vu sur INVOICE des templates qui me plaisent beaucoup mais je ne sais pas comment les intégrer dans mon CRM pour mes devis. Quelqu'un a t'il une piste pour que je puisse les utiliser ? Merci. Hello, I saw on the INVOICE template that I like a lot but I do not know how to integrate them into my CRM to my quote. Someone there a track that I can use? Thank you.
Divers réglages de zoho crm
Bonjour, J'adore travailler avec ZOHO CRM mais il me manque des fonctions vitales à mon métier de commercial. Ne souhaitant pas changer de fournisseur, je viens sur le forum chercher les informations dont j'ai besoin. Tout d'abord, n'est il pas possible de nous créer une fonction BON DE LIVRAISON ? Ensuite, quand je créer un produit, et que je lui donne un tarif, je suis contraint de recréer un produit si je veux appliquer un tarif dégressif. Je m'explique. Par exemple je vends le produit à 10 euros
Login and logout screen
I am a new CRM user. We are considering Zoho CRM for our entire company. How can I give my employees a screen to login that is not some page with all your prices and advertising on it? The only page I've been able to find to login is this one which is obviously not one I would want to use for my employees https://crm.zoho.com/crm/login.sas What options do you have for us?
Phone number line in CRM leads
Hi new to zoho, I would like to know if there is a way to add a phone number line for when you are adding a new lead. Thank you
Zoho integration with contactology (email marketing software)
Recently, contactology, an email marketing company, integrated with Zoho CRM I understand how to import leads/contacts from Zoho CRM into contactology. http://blogs.zoho.com/general/contactology-integrates-with-zoho-crm Is there a way to update (synchronize) the Zoho records (by exporting from contactology) to show the leads/contacts that were sent an email (including the date sent and which email sent) as well as the response (open, clicked through, unsubscribe, bounce)? Otherwise, it would be
No Access to CRM from Denmark (again)
We can't access zohocrm from Denmark (again) When will you guys have a more stable and reliable platform - its often that CRM is down/unaccessable We never had any downperiods when using salesforce
Close a Task should be one click.
Closing a task should be 1 click. When you close this task and have a reminder set, the close function should override any reminders and end it. Having to click and remove the reminder is an unnecessary step.
Merge Details Screen
It would be helpful if on the merge details screen we could see Record Owner and Date Created. Thank you for considering.
New in Zoho CRM: Minor UI Improvements
Hello! We're pleased to announce some UI Improvements in Zoho CRM, before we come to the end of the year 2010. Long Integer Field - Along with the 17 types of custom fields, there is another field added to the list, the Long Integer. This field supports up to 18-digits and can be used for fields that contain Bank Account numbers, Support Ticket numbers etc. Close Tasks in a single click - You can easily close the tasks from the list view by simply clicking the Close link. Product Description for
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