Missing Lead
One of my leads, "Kimberly Lastly" is not found in my "All Open Leads" view. I've looked and looked, and can't determine why. Can someone please help? What types of things would cause a lead not to be found in my "All Open Leads" view? Thanks
Autofill required fields when creating a new potential?
We don't have a use for the majority of the required fields in the Potentials module. We don't have defined stages that would map to a probability percent, we only have a very broad idea of what the revenue on a project will be until after we complete the project, and just a general sense on if a prospect is near term, mid term, or long term. So we are creating new fields that allow for broad categorization of these areas, and I'm moving the required fields that do not fit with our business into
CRM Gadget for Google apps gmail
I'd love to try the new CRM contextual gadget but I didn't see any instructions on the zoho blog. I already have Zoho CRM integrated to Google apps. What is the procedure?
Mass Email From Potential Is Really Important!!!
I like Zoho and it suits our operation ok. You get used to having to preform manual work-arounds and for the most performs well. We work from Potentials mostly and either win or lose a potential depending whether we sell to them or not. We have various reasons we use for losing a potential one of which is NO Response. I really need the ability to be able to mass mail these potentials as well as the others and I can report and view my lost potentials but not m,arket to them.... A work around
how to remove cem plugin/feature from zoho account?
how to remove cem plugin/feature from zoho account?
do you know how i can add an expected revenue at prospect stage?
it seems that this field is locked when creating a new prospect, any solutions welcome (dont really want to create opportunity first as much of our business comes from existing clients)
Various Mass Email questions
I understand that there is not any way to Mass Email from criteria based on accounts, however there are a number of other potential ways if you can make this happen: 1. Email from Reports - you can create an Account / Contact report that generates the correct list, can this be used in Mass Email functionality. 2. Could you open up the ability to generate Custom Tabs, that could be related on both Account and Contact fields 3. Could you allow the ability to pull in related fields into a list view
Faking an email from 'within CRM' say from within Gmail...denote an email as being 'from the CRM' (or through the CRM)
I am using the Gmail to Zoho CRM plug-in, which allows me to add contacts directly from Gmail. I have also been able to access all of my Gmail email from within the Zoho CRM Email tab...this was enabled when I purchased this option. The great thing about this is that now I can see all the emails received from a contact while viewing their record, and if I use the 'send email' button within the record, then any emails I send to the contact will also show up there too. But, for a number of reasons,
Lead Missing from "All Open Leads" View
One of my leads, "Kimberly Lastly" is not found in my "All Open Leads" view. I've looked and looked, and can't determine why. Can someone please help? Thanks
Sociaal Media
Wat is de toekomst van de toepasbaarheid van sociaal media in de kader van klanten relatie management?
Edit Field Names
How can I edit the Field names
Email add-on in Quotes and other inventory tabs
Is there anyway when emailing Quotes, Purchase Orders, Sales Receipts, and Invoices to use the email add-on that is configured for our accounts? There is no way of telling if the email was undeliverable and we are unable to see the attachment in the sent email.
getting started
Good day all, I am just getting started in zoho. Myself and the company president are evaluating the program and are having a time getting going. I found zoho and signed up and started adding leads. I sent an invitation to our president to show him the program and the leads I input. he was not able to view my leads so I updated his user profile to see if that would help. I logged in today and his user info is gone. I tried to add him as a user again and it states that email address is already
2 level field entry to avoid a big list of options in the pull down menu
I want a section in the New Leads tab to go something like this and avoid a huge number of options to choose from: Lead source - direct marketing (then have a pull down that says cold call, advertisement, email) - broker (then have a pull down that says individual broker, group, boutique bank) - industry (then have a pull down that says conference, tradeshow, magazine) My goal is to avoid a single pull down with 50 options, which given the # of lead sources I have (7) and the options per lead source
"Add to Task" not working at all
Hi, I'm using the email add-on, and successfully able to create new Contacts (but not Leads!) from the mail app ("Add to CRM"). Unfortunately the "Add to Task" function doesn't work at all. No error message, but not task created either ... Am I doing something wrong? Thanks
Russian language support
Hello. I whant to know is there any chanse that you make rusian translation for Zoho CRM? Or even if you dont - just add function that allow to create users language files with translation.
How to change the default username to a different user?
Hi, Currently we have 3 users in our account. We would like to keep all 3, but change the current default user to another user so that the other one is the default user. I am using the free version of ZOHO. Can somebody please help? Kind Regards, Vanessa
Where does the Web-To-Lead form send the leads? Can't find them.
I created a Web-To-Lead form in Zoho CRM Setup and posted it on my site. It looks fine and it seems to work fine. I get the email notification just fine. The only problem is, I can't find the leads. Where the heck do they go? I've looked in the CRM under Leads. I looked under Approve Leads. Nothing. And there is no option to include the submitted data in the email notification so I've got no data! What am I missing? Can somebody please tell me where to find my leads? Thanks, DJ
How to model locations on inventory
We are using the inventory modules in CRM, but we have a problem modeling locations on inventory. Currently we have multiple warehouses and we need to separate quantities of products in each location. We tried including a custom field called location and putting the product multiple times. This works until we move stuff from one warehouse to the other (how can we model that?) What is the best way to model locations on inventory? Thanks in advance for any suggestions on this Maria Velasco
Zoho CRM Integration with Quickbooks Online Edition
Is integration with QBOE on the roadmap?
problems syncing with CRM to my Quickbooks pro 2010
I am trying to aviod exporting my customer base out of Quickbooks through excel and then into CRM because of many mapping difficulties. For instance, when I export with comma seperated values, once in CRM, 544 in the batch are skipped and 955 added due to "empty values for the mandatory fields". The only mandatory field I saw was last name...one field that has been overlooked in my QB. I'm trying to avoid hours of data entry just to export into your CRM. So I'm trying your new ZOHO Quickbooks Integration
Converting ACT companies into ZOHO accounts
Hi everyone, I have been using ACT for several years, but I am considering migrating all my data into ZOHO Mostly, my information is divided into COMPANIES, and then each company has a main contact or a few secondary contacts. If I was able to migrate my COMPANIES into Zoho's ACCOUNTS, it would be perfect, but I havent managed to achieve that yet could you please help me find out how to do so? I'm going crazy with his!! Thank you so much Laura
Deletion of Calendar event in Google Calendar
I see how CRM calendar publishes to Google Calendar - Great. It works fine, and understandable there is no need for a 2 way sync, since contacts in Google are also not synced to Zoho and therefore connections wouldn't transfer in any case if 2 way calendar sync was allowable. However, is it possible to make a feature request, that when in CRM calendar, and there already exists an appointment that has been published in CRM and to Google Cal, that if that appointment is deleted in CRM properly, that
Purchase Order> Vendor Mandatory> Why?
Hi, I have noticed that there is no way to toggle the "mandatory" setting for the Vendor form field under a Purchase Order. Is there any way to set a default vendor or alternatively if I am currently a "professional" user will upgrading to an "enterprise" user solve this problem? Thanks in advance. V
List of incoming email on Home page?
Hi On my home page I would like to see all the emails that have been received and not read. Is it possible to do this? Or perhaps there is a report? I am using Zoho with Gmail (not the zoho email app) and I need a quick way to see if I have received email. I've tried a few things but nothing does this. Thanks.
Problems syncing my Quickbooks Pro 2010 using the new beta
I am trying to avoid exporting my customer base out of Quickbooks through Excel and then into CRM because of many mapping difficulties. For instance, when I export through excel in comma seperated value form, 544 of the batch is skipped and 955 added due to "empty values for the mandatory fields". The only mandatory field I saw was last name...which is often skipped over in my Quickbooks. I'm trying to avoid hours of data entry just to export into CRM. I tried out your new Zoho Quickbooks Intergration
Zoho Email Addon | Show ALL Public Users Emails
Is there a way to set the default to view all users email communication? Thank you.
Mass update of activities
When mass updating a list of activities I am not given the option to update the contact or potential that they are all associated with, which seems like a more obvious application than mass updating the date on a bunch of activites to be the same date. If I have a list of 10 activities that I want to associate with a single Potential what is the quickest way to do this? Thanks
Task reminder suggestion
Please consider implementing task reminders similar to the following example:
Search by City, State or Country
Sometimes I want to be able to look up all the customers/prospects/leads in a specific geographic location, but the search function doesn't appear to support this. Is there a way of doing this?
Sales Order - Product Auto-Restock for Rental System
Hi, I'm currently using the CRM to manage stock and orders for a hire company. Fine for tracking leads, products and sales orders, but the issue I have is: As you would expect, when a sales order goes out, the number of products in stock decreases. However, because this is a hire company rather than a sales company, in reality the stock is returned at the end of the hire period. Is there any way of automatically re-stocking the products as each sales order is created/completed?
How to generate a list of products with their, (various), prices?
Hi, Fairly new to Zoho CRM and liking it a lot. However, one seemingly simple thing I am finding hard to do is to generate a price list, (either as a report or as a simple list somewhere), based on previously created products and price books. Briefly : I have created a number of products and two price books, 'Standard' and 'Reseller'. What I would like to do is see a simple list of all the products with the following column headings : Product Name; Product Code; Standard Price; Reseller price.
Cant pull down email templates.
When i hit send mail, i choose email template but my template does not come up. can you help?
How can I compare this months performance with last months?
I want a report - better still a graph - which shows the number of potentials added to Zoho this month compared to last month (a month to date setting). I'd like to see it on a dashboard. Even a simple this is last months no of Potentials - this is this months (so far). It would be better if it wasn't always the month - perhaps this quarter or even week. Is there a way to achieve this?
Sync invoices between CRM and Invoice
Is there any way to sync the CRM invoice section with Zoho Invoice? Zoho Invoice is exactly what I need, but I also use CRM which has Invoice capabilities which are too complicated for my needs...
CRM Gmail Gadget issue
The CRM Gmail gadget (to add a lead to Zoho CRM) never auto-fills the correct first and last name (which are displayed correctly in gmail...even if the person is not in your address book). Please fix this. It would save everyone time. PS. It would be very helpful if there was a description field (perhaps via the "+ add" drop-down)
CRM Web to Lead - How to know when I have generated a new lead
Hi I am using Zoho CRM . I have a website that produces leads and these are successfully being sent to my Zoho CRM database for approval. How do I configure email/forms in Zoho to send an email to a specified email address of my choice so I know I have received a lead. During daytime its important to process leads very quickly in my industry. Thanks Simon H
ZOHO CRM Questions
Hi I have found the CRM, and it looks quite useful. How do payment terms work for the $12 per month per user? Can we actually pay this monthly or does it have to be a lump sum? Does the CRM integrate with Microsoft Outlook when using an exchange server? Thanks Paul
help with this formula
How do i create a formula to do basic math? I am getting a syntax error and all I am trying to do is multipy the number in a first custom field by 1, number in second custom field by 2 and add those together. my formula is (${Events.Once Per Day}*1)+(${Events.Twice Per Day}*2)
Observations from a Z CRM For Blackberry BETA Tester
I have been a BETA tester for the Blackberry mobile version of Zoho CRM for about 2 months. I am current using my thrid version of the product since I was accepted as a BETA user. The application is taking baby steps right now. There is a good solid foundation and they seem to have created a solid, basic user interface. My primary interest in using the mobile version is so that I can quickly access information about active Potentials and Leads while I am on the road and make updates to individual
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