Mail merge
Hi - I'm a newbie to Zoho CRM and absolutely LOVE it! Quick question - is there a way to do mail merge? I'd like to send a letter, contract, etc. to people in my contacts list. Thanks - Diane Darling (Diane@EffectiveNetworking.com or 617.308.0405)
Sales Rep Setup B2B2C
We provide retirement planning to the employees of institutions... We have vendors who's products we represent. They have call centers as well as external sales reps and their internal assistants, so we utilize the Vendors tab alot. We'll add new contacts under the Vendor Tab but they don't seem to show up... They do show up as contacts but don't share the address information except for the main phone number of the Vendors entry. I assumed they'd be available in the contacts section of the Main Vendor
Users Re-cycle Bins
How do I see my employees (USERS) recycle bins? I need to be able to monitor and take control of them when needed...any ideas?
Approve Leads
Just notice that the approve leads options (for leads capture on the website) is not showing on the lead settings (I use this several times per day). Is there any issue or something that we need to do?
Emailing quotes - Quote Name
Is there a way to modify the system to include the quote # in the title when sending via email Currently it only picks up the quote subject and names the file in that way. I would like it to include the quote number in the file name also. Is this possible?
If we upgrade to Professional or Enterprise can we then...
Dear Zoho, We are currently using/testing the free version of Zoho CRM in combination with the Outlook plug-in. We are a team of 3 people, expanding to 10. If we upgrade to the Professional or even to the Enterprise version can we then share each others contacts through the Outlook Plug-in into Outlook? Perhaps applying the role-based security/groups/data sharing functionalities? In the free version, this is not possible. Only the 'owner' can sync his own contacts with his own Outlook. We are desperately
Prevent to upload duplicate records
Hello, Our company works in B2C scenario where Mass lead import means each time importing of 300+ leads. Sometimes happens to have our existing clients (Contacts & Accounts) between those newly uploaded leads. Is there a way to check between Leads and Contacts modules for duplicated registers? If not, what is the practice that you suggest to prevent to contact our existing clients with an offer for leads (embarassing, isn't it?). Regards, Marko
Reporting
Is there any way to do administrative reports on users? Stephen Bero
rstoeber.com redirect instead of zoho crm login
I was looking at something on the forum tonight and logged in to the zoho crm via the rstoeber.com website. Now when I try to go back to the zoho crm login page it redirects me to www.rstoeber.com. How do I get rid of this? Thanks, Stan
Viewing contacts/accounts/leads without editing
After a name search from the homepage (upper left corner), we get a list of search results and for some reason the lead or contact name field is never hotlinked to view it without editing it. The only way to actually view the info is to click on the edit icon to the left. How is this corrected? Most of the time we simply wish to view the record, not to edit it. Thanks. Stan
How to make a custom Quotation
The default PO number is too long for most companies systems to be able to input (what are you guys thinking..? that thing is huge) So, I set out to create my own number, and almost made it work! almost.. First I created a new custom field with auto-number field type, and I set the starting number to a reasonable 5 character value. Next I logged out & logged back in, because the field wasn't showing. Then, going to the page edit screen, I was able to drag off the 'old' Quote Number field , and drag
Unsubscribe from wiki
Where I can find "notification settings". I wish to unsubscribe from wish list wiki posts. Marko
Are Docs in CRM safe when integrated with Z Docs?
Is my current file structure in Zoho CRM (uploading pdf's to their relevant page) going to remain intact when CRM is integrated with Zoho Docs?
Scheduling Leads to call for the next day
I worked on 17 leads this afternoon. I converted one into a potential because he wanted a quote and I believe I can close next week. 6 leads are dead. The other 10 wanted to see some information about services. I want to schedule them for a followup date, so when that date comes I can be reminded to call them back. I created a new task in each lead that shows in progress, the 6 dead i showed task completed. How can I do this?
Cannot remove attachments associated with email templates
Try this on... Create a template email. Then attach a file. Save the template. Then lets say - OH Snap wrong attachment. Try to remove it. I can add more, but cannot remove attachment.
Duplicate Report
Please please allow a feature that could generate a mass duplicate report by name...and the ability to merge the record from that report...but at the very least a first name and last name duplicate report would be HUGE!!!
HOW MUCH DATA
I HAVE 3 FREE USERS.HOW MUCH DATA CAN I UPLOAD. I DON'T WANT TO GET STARTED AND THEN FIND OUT THERE IS A CATCH. PLEASE ADVISE. masartes
Error when editing Potentials
When I edit Potentials and click Save, a white page with some text and inactive buttons shows up and "Loading..." at the bottom (pic attached). When I go back, I get duplicate entries. So every edit creates a new entry. Using FF3.
Why login to "localhost:8080" or "crm.zoho.co
I created an account on CRM and was prompt to download some software to connect to the server, thru this address: "localhost:8080...." I also created another account for CRM thru "crm.zoho.com" which I dont need to download the server software. What is the difference between both of these? I am confused. Please help...
inbound email
Dear Sirs, First I would to thank you for the Zoho CRM! I Like Zoho CRM due to the functions and the price, both are great, but without a good email integration (inbound/outbound), I will wait and I am not going to use it as my full company CRM. Meantime, since I have to make business, I have to find an alternative solution (I don�t want to use the outlook(?) plug-in, I use Gmail/Zoho mail). Please could you (or some one) help to find a alternative solution?. I need some solution like an integration
Mozilla Ubiquity: Changing the internet
Do you have plans to incorporate Mozilla Ubiquity into Zoho CRM? The ability to add a contact or schedule an activity with a single call up line is only the beginning. The possibilites for utilizing a tool like this are endless. -james
Outlook plug-in: what is the status?
Dear Zoho developers, Back in June, I posted several 'need to have' features regarding the outlook plug-in. The most important one shown here below, including your reply. What is now the implementation status of this very important feature? Thanks! Maarten 1. Ability to sync any Account or Contact of which I'm not the 'Owner'. Various team members need to be able to have/share identical contact information within their own Outlook. your reply in June: As of now the contact sync is based on own records.
B2C lead to contact conversion doesn't associate potential
Hello, Newish to zoho crm and liking it so far. Trying to work out a kink in converting leads to contacts. The created potentials don't seem to associate with the contacts. I can open up the potential after its created and use the lookup field to plug in a contact easy enough. But it doesn't pull through automatically. Just curious if anyone else is running into this or if there is already a known workaround. Thanks, JH
Outlook plug-in: what is the status?
Dear Zoho developers, Back in June , I made some feature-suggestions re. the Outlook plugin. At that time, Gokul was kind enough to respond but gave no exact timing. What is now the status of the most important feature? Will it be implemented this year? Quote: 1. Ability to sync any Account or Contact of which I'm not the 'Owner'. Various team members need to be able to have/share identical contact information within their own Outlook. Answer: As of now the contact sync is based on own records. Already
Time-triggered WORKFLOWS and
Hi, I'm trying to evaluate ZOHO and i've come across the following issue (might be because of the edition, but nonetheless). Workflows sent to Contacts: - when invoice is due on certain date (in the future) - invoice status is unpaid ==> send email to main contact with notification about the outstanding invoice. For now, I can only send such emails to users and/or an additional email address, but the CRM would not dynamically target contacts already in. Also, the date should also be dynamic - such
Security Threat - Web to Lead Forms
Hi, We are recently evaluating your CRM tool and when we tested your web to lead forms, We found that your forms are not secure enough. So, we feel it best works if you either tie up with a unique userid or formid. Looking forward for your reply. Thanks & Regards, Sathish Saravanan S MD & Director - Business Development sathish@amulya.biz AMULYA Infotech Coimbatore www.amulya.biz
B2C Convert not working
i have set up for B2C and when i convert a lead to potentials it populate the potentials name. What am i doing wrong??? thank you in advance matthew
New Activity not linked to Contact that initiated it
When I create a SECOND Task, it does not get linked to the original contact. (It is then a "contact-less" task. 1. I go to a Contact 2. I click "New Task" 3. I enter the details, then click "Save & New" 4. I enter the details of the SECOND Task. 5. I click "Save". The FIRST Task (Steps 2,3) IS linked to the Contact in Step 1. However, the SECOND Task (step 4), is NOT linked to the Contact in Step 1. I'm sure this is a bug, as I can't imagine this functionality by design. Thanks.
Invite Colleague to Activity
I no longer have the option on my screen to invite a collegue to an event. Was this intentionally removed or is it a bug? Thanks, James
New Popup Reminders.
Thank you guys for the new popup reminders, they are great! The more features that you guys release, the less I have to use Outlook. Hopefully one day I will be able to delete it...or at the very least turn the table so that Zoho is my primary database and only a few items are sent to Outlook.
Problems with Mass update of leads and customized Views
I have created a new field in leads, made a mass update for several records and then created a view with a selection based on this field. The records show up if I assign the field manually but not if I assign a value to the field using mass update.
Web to Lead and Default Values
Two questions regarding my Web-to-Lead Form: 1) How can I include hidden fields and assign values in a web-to-lead form e.g. Order Date = {today}, Order Status = "New: Web Lead"? 2) Alternatively, how can I create a custom field with date format that has a default value of {today}? I appreciate any feedback. Thanks, Gregg
A Few Suggestions for Features/Improvements
Hi, Noticed a few things that I wanted to bring to your attention while testing your CRM application. 1. When the admin goes to approve a lead, the lead owner can be changed and an email generated to that new owner letting them know of their new lead. This can be done whether the lead is "approved" or not. So, it is possible for a user to get notification of a new lead but when they log on, the lead will not be there because it was not "approved" by the admin. You may want to fix this (as in email
Automated Contact Follow-Up
I'm looking to find an automatic way to get e-mail reminders from Zoho to follow up with clients. It would need to be repeating (like every 6 months or so) and keep track of when we last contacted them. And since we have hundreds of contacts, it would be nice to be able to import contacts in and not have to add them one at a time. Can this be done?
Campaign Extensions
It would be useful to be able to associate a lead view (or more than one) with a campaign and for those leads to be associated dbosomworth
Help Invoice PDF Broken/Sizing Issues
I am trying to send out an invoice via the Invoicing Module in CRM. The PDFs that are created are showing our Logo (jpg/gif) and the whole page is shrunk. But if you do a print-preview, it looks OK. Any Ideas? Stephen
importing leads csvs
hi, just started using zoho i just had a question about importing the leads in csv format After importing, only 9 out of some 2000 entries actually show up. I've referred to the Zoho help and tried searching this in the forum without success I am guessing there is something wrong with the way the way I've formatted/structured the csv file in excel Can you please share some troubleshooting technique that may solve this? I removed all apostrophes in the file and also closed it before importing like
Zoho CRM - How to delete a User?
Hi, As of now, You can only activate or deactivate the users , you can't delete the users. So, during registration kindly provide a genuine Email Id for the Login Name. In case if you enter a wrong or junk email id for login name during signup ,it is not possible to change your Zoho CRM Id . But you can able to change the contact email id to which mails are sent (by default email id is your Zoho CRM Id) by editing the user details. We will provide the option to delete the users in our next major
New Task View Help
I think the new "overdue + 7 days" view for tasks is great. Is there a way to edit the view so that I only see my tasks and my partner only sees his tasks? If not, is it possible to create a new view based on the same criteria that will allow me only to view my tasks? The reason is that I would like to use this view for my Home Tab, but I only want to see the tasks I am responsible for, not my whole organization's tasks. Thanks.
Modify date and time of account
Is there a way to run a report by account modify time. I want to see what accounts were updated in a date range. I can do this for contact, but sometimes the account is updated and not the account. Wanted to check here first, before I put a Feature Request. :?
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