Emails in Zoho CRM and Zoho Mail
There is much discussion about integrating Zoho Mail with Zoho CRM to accommodate incoming as well as outgoing mail. As a temporary workaround in Zoho Mail, I am testing this possibility. The idea being to collect both incoming and outgoing mail in Zoho Mail. I have set up email filters here so that incoming mail from clients are sent to a specific mail folder. The real test is that when I send emails to clients from within Zoho CRM (using the same email address for Z Mail as Z CRM) a copy of this
Purchase Orders in Z CRM - next steps
Just wondering about the functionality of purchases orders. Is it possible to relate a P.O. to a bill from a vendor or an order received. As with sales orders, you can convert them to an invoice, so it should be somewhat similiar that you could convert a p.o. to a bill or have it connected to goods rec'd from a vendor. Seems to me that this should be the next step in the process of vendor management in Z CRM. SmallBizOnline 360° http://smallbizonline360.wiki.zoho.com/Welcome.html
Commission based on Resource
We are looking at Migrating over to Zoho CRM one of the challenges we face is that our sales commission rate varies to the resource compensation model. Does Zoho CRM have the feature to assign commission rates by resource as opposed to product? If so, where and how? Mark
Invoice bug
Hi, I have created new Invoice template in CRM and it doesnt show company logo, when exporting to pdf. Please help! Thanks! Sergey.
Setup > New UI
Here is a screen shot of the upcoming Setup page. Earlier people felt the page looked cluttered. Now this new UI will remove the clutter and present a much better page with expandable menus in the left. Oh, there is a small enhancement too. We have grouped the links as General , Advanced and CRM Modules. Check the pic.
Comment line on Product Details for each item on quote
Is there a way to add a comment line on each product in the product detail on a quote?
Unable to send email in Firefox
When I hit send in Firefox it adds HTML coding and an error box comes up and says to remove the HTML characters. I can not send email from CRM while using Firefox. I can send email using IE7 but there are still formatting issues while I compose the email. Any Suggestions?
Managing Vendor Bills in Zoho CRM
Just devised a way to track vendor bills in Zoho CRM by using the purchase order form to enter supplier invoice information and attach a scanned copy of the bill. Think that this may be a first step towards making Z CRM part of an ERP setup. Now I need to be able to integrate with Quickbooks or some other online accounting app. Any suggestions?
Task Settings: CEO, Admin tasks private, all other users tasks public
Im trying to find a way that our senior management and admins can keep their tasks hidden from everyone (unless they decide to assign to another user in the future). These tasks will be associated with accounts, contacts, etc. Everyone in the company creates and shares all other information (leads, contacts, etc.), so a global setting to keep data private on the senior management Roles will not be a solution. Thanks in advance for your help.
Need help with workflows
Hello- We are using Zoho CRM to manage the recruiting of sales staff for our business. Does anyone have a simple system to setup the workflows to automate the reminders for follow-up calls, etc.? I am trying to give my recruiter the ability to log into Zoho CRM and easily see the recruits that need follow up and see who hasn't been contacted recently. However, there is no call log, and the Tasks feature is very cumbersome to use as a call log. Thanks, Rich
Zoho Mail linking to Zoho CRM
Anyone had any luck integrating Zoho e-mail sends/receives to contacts in ZohoCRM? I have to maintain records/copies of e-mails for order entry etc. "Why'd you ship blue, I wanted red", "per your e-mail dated 11/2/08 you ordered blue" etc etc. I've tried numerous CRM software programs (6 to be exact) and none match Zoho for flexibility and none offer decent linking of e-mails to contacts. Most depend/link to Outlook which is clunky on it's best day. I'm open to suggestions. I've already tried the
USe of
I think that I might have made an error in setting up Zoho CRM. We are a small startup that is approaching stores. I have the stores currently setup under Leads. The problem is that, throughout the CRM, it wants to display the contact name. The contact name does not mean anything to us, at certain stages. Only the store name means something. This creates problems in Activity Views and reports. Should I have set these up as Accounts?
Web to Lead Problems
We have multiple sites. With the new implemetation, we now have to have a different form created for each site. We have noticed that after setting up a form, and seeing that it captures the lead correctly....that later, it appears to go thru the motions and lands on the return URL....but the lead does not show up in the CRM. This is using a newly generated form, that we had at one time confirmed worked properly. So what is going on - anyone else notice this..
Web to Lead Email notice
We are new to ZohoCRM and during our implementation we are experimenting with the Web to Lead form. Originally, we had the the "approve leads" flag set to active and we would get an email message alerting us when a new lead posted. We tried a couple of other settings with assignments and deactivated the approval leads flag. We have since reset the "approve leads" flag to active, but have noticed the email alerts are no longer issued. Is this a "bug" or did this feature disappear during the SSO transition.
Single Sign-On
I'm not able to get into the CRM with single sign-on through Firefox (version 3.0.7). I can however get into it with IE. Is this a known problem?
Customized Fields
New here -- I'm customizing the fields - the new field shows in the field list where editing - however it is not available at the input screen or for page layout modification. Please provide direction. It is not addressed in the user manual.
No field information comes up for creating new records
I am evaluating the CRM and it looks good but if I select to create a new record, no fields come up to fill in. Do I need to tell the system what fields I want to populate? Thanks
No attachment in e-mail sent from ZoHo CRM
Hi, When I send emails from Zoho CRM with attachments I cannot see the attachments in the received emails in Apple Mail. This is both for: - email templates which I send to leads - emails with reports scheduled from report section The strange thing is when I read my email with Gmail I can see the attachments… Any idea what this could be?
Stock information with Quote and Sales Order
When creating a new quote the stock information is correctly update (the quantity reported in the Quote is set as "Qty in demand"). From this point on the Quantity in demand cannot be decreased by changing the status of the Quote or creating a Sales Order related to the Quote. For example even setting the Quote in "Closed Lost" the "Qty in demand" field doesn't decrease. The same happens with Sales Order: creating a new Sales Order the "Qty in demand" is increased (except that, correctly, if the
Fields Not Being Printed?
We have had a working Zoho solution for several months now, however in the last couple of days we have had the following problem ; All these fields are now not being printed from any of of templates $(Invoices.Qty) $(Invoices.List Price) $(Invoices.Total) all other $(Invoices.#) fields are printing correctly. Its just these three fields.. and its causing major headaches so any help appreciated. Nothing has been changed our end to cause this problem, so I am sure that its a Zoho issue.
Can't add any 'New' items & also can't view current contacts, leads etc.
Hi Guys, I can't add any new leads, contacts etc. The page don't show any fields to enter data. It just has 6 buttons for save, new & save and cancel. This applies for all the 'New' options. Also which may be part of the same problem when I view current contact details none of the details are showing. Any ideas on how to show the fields or am I missing something here? Thanks in advance for your help
I’m having problems accessing the CRM application
Can you kindly provide a contact to help me access CRM? Thanks, reta@ubilight.com
I’m having problems accessing the CRM application.
Can you please provide a contact to help with issue of accessing my CRM application? Thanks, reta@ubilight.com
How to add to CRM an existing user?
Hello dear Zoho team! I would like to add to my CRM instance an existing Zoho account. But I cannot - 'User already exist'. User would be happy to erase his CRM instance and join mine, but how? Please advise!
$(Invoices.Qty) $(Invoices.List Price) $(Invoices.Total) No Longer Being Displayed
We have been operating a Zoho CRM system for several months now without issue. However we now seem to have lost several of the fields when printing out anything from the templates we have created. In particular the following fields are no longer being printed $(Invoices.Qty) $(Invoices.List Price) $(Invoices.Total) and yet $(Invoices.Sub Total) $(Invoices.Tax) + others still are being printed. No changes have been made to the templates its simply not pulling the information from these fields. This
Grouping Tasks/Activities
Are there any plans to allow the ability to create views of grouped tasks? For instance, tasks grouped by priority etc.? I really need that. Thank You
Importing from ACT
Hi, I need to import several hundred contacts from Act into Zoho CRM. Each of my contacts in Act has several Notes (records). What is the best way to import them and also bring in the Notes? Btw, when would someone use a Contact? It sounds like everything would start as a Lead. Thanks.
Changing from Contact to Lead
For some reason, some of my leads were miscategorized as contacts instead of leads when doing a mass import. How can I change these to leads without manually entering them as leads?
Seeking Coder $
Hello All, Looking for some help. Overview: We receive leads from a source via email, we would like them to automatically be added to the CRM ideally as a web-to-lead which would require final "approval" as the leads are usually not presented in the format we would like, i.e. proper syntax, etc. Option Tried: We would like to use a program called email2db (email2db.com) which is an email parser. The program allows us to do HTTP posts when certain conditions are met but we are unable to get the
Zoho Email masking
Hi, I have a query. Currently, when I send emails to customers from Zoho, the From email comes to be my user name. We have 6 users of Zoho CRM and all of them send mails to customers and currently, the mails are going out from their accounts. We'd like all these mails to go from support@ourcompanyname.com - this account exists. How can I configure this in Zoho ? Appreciate this. Thanks Nirat Nirat Bhatnagar
what is the function of Autoresponders
Hello, Could you tell me what's the function of Leads-Lead Tools-Autoresponders? On "Autoresponders" page, I have set "Responder", but I don't know how it work, what is the function of it? Thanks.
Renaming user IDs (Zoho ID)
I am republishing (archiving) this support ticket into the forum so that people with the same problem can find this useful information: --------------------------------------------------- REQUEST: > Dear Zoho, can you please rename user from > > Zoho ID > olgacervera > > to > > Zoho ID > olga.cervera -------------------------------------- ANSWER: > Currently it is not possible to change the user name that have been > created. However we are coming up with the option of changing the user name > in
Deleting users
Hi, I inadvertantly created 2 users with wrong email ID and it seems that there is no way to delete them but sending a request to customer support. Could you please send me the email address of customer support for CRM thanks Ed Deleting Users Permanently deleting a user from your Zoho CRM account runs the risk of deleting the data and the history associated with the user. We rather suggest you to deactivate the user so that no one can log into the service using the deactivated ID. Moreover, only
Mass Email Vendors?
Is it possible to mass email vendors? This would be very helpful.
Cant add user - says Zoho CRM ID already exists
Hi, I have just set up a free Zoho CRM account and loaded all my data from Salesforce. I then tried to add a business colleague as a second user but when I use his email address as his Zoho Id it tells me this has already been used. This is because my colleague was also testing Zoho and so has created an account. He has finished testing and I know want to add him as a user in the Zoho CRM instance I have created. Where can I go from here ? Thanks for you help, David
Is Zoho Right For Me?
Hi everyone! This is my first time working with a CRM. I was given the task to research into finding a great CRM, but at the moment, I'm not too sure where to actually start. Let me fill in some information, and hopefully someone might be able to answer :) The company I work for has a database of roughly 50,000 customers over the last few years. We would like to either keep in touch with recent customers by giving them either a thank you letter or a friendly phone call. We would also like to get
Transferring information from Maximizer to Zoho
We have been using Maximizer Enterprise 7.5 for quite some time. We want to switch to a simpler format. We have approximately 8000 companies in our data base. Is it possible to import/export the information (Name, address, city, state, zip, phone, fax, e-mail , etc.) to Zoho? How? We also would want to import/export documents, and notes from Maximizer to Zoho. Can someone help us with the procedure to do this? THANK YOU! We are not IT persons...we need help!!! Also...Zoho would be used on two laptops
Import from Maximizer
Is it possible to import Company, Address, phone, fax, etc. and other information from Maximizer Enterprise 7.5 to Zoho? If so...how? Can someone please give us detailed instructions? THANK YOU!!
Email History
Hi, Emailing directly from within CRM by selecting a contact is great. Too easy. However, where do I get to see my 'Sent' emails like I can in my 'Sent' folder in my Z Mail client? I often refer to my Sent folder in my Z Mail client to remember what I'd sent up to a few days before. How would one do that if emails originate from Z CRM? I can't see any history. I'd have to visit each person in my contacts list to see what emails were sent to them recently. It would seem that the mailing functionality
CRM Email reminders not working properly
when I click on a email reminder it normally takes me to the reminder today it goes to the CRM home page only and not the reminder any advice?
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