accounts & contacts
Hi, 1- Is there any means to display in a list accounts and linked contacts ? 2- Is there any solution to populate contact main address with the associated account address ? 3- Is there any solution to assign accounts by ie zip code ? Thanks ! JMB
Is there any extended modules for the Activity/task alert besides pop-up and e-mail?
Is it possible to get activities alert to cell phone? Or as a notification on the top menu bar?
Multiple vindows for working with multiple contacts/leads/accounts at the same time?
is there any method to having the contact details of multiple contacts/leads/accounts open at the same time (multiwindow view)?
From: address when sending mail from CRM is not default email
I have two emails in zoho account. I set the one I wanted as the default but it continued to show the other email when creating a new email in CRM. I just deleted the other one and now it shows. I have 5 other users and growing and now I am off to do this for each account.
Quote to Potential
Is there any way to move from quote to potential or is it always from potential to quote.
Commission Rate...
When entering/editing product... under "Price Information" heading we have "Commission Rate" field [there is an empty space under it]... Why don't you change "Commission Rate" field from a number to percentage so we could input 10% or 8% and have the commission calculated automatically based on the "Unit Price"... all you would need to do is add a new field "Commission" below the "Commission Rate"... Walt Brodnie
1 Contact 2 or more accounts
Is there a way to have a Contact linked to 2 different Accounts? This is a very normal situation, but I don't see how I can enter this into Zoho. Any help, advise would be appreciated
Has anyone lost Data?
I have lost about 60 jobs from my zoho. When I signed on one day and all of my agencies were gone. I was able to look in the recycle bin, and find that they were dlt from my zoho by me at like 1am. When I got the data back it was in my CRM 2 times and still missing about 60 of the jobs. Do any of you know what happen and how i can find what i am missing.
"Tasks" within Zoho CRM mail add-on
Is the "Tasks" feature part of the mail add-on in Zoho CRM? I'm not able to find it and I was hoping to figure out how to assign a task to a group of individuals.
Using two related modules in workflows
I am hoping to be able to create a work flow that marks an existing Task as "Completed" if the Stage of the related Potential changes. Is there a way to do this?
Vendors Question
I see that I can add Vendors to my CRM account. I see that Vendors can include people who I use as contractors. If I add my contractors to my CRM, do my end customers ever see those contractors, their names, addreses, phone numbers, etc? On invoices or any other communication they receive on their end from us through Zoho? In other words, if I have someone doing work for me as an employee, however, they are a business that I mearly outsource some particual work to, do I have to worry about my customers
Mobile Field Display Issue
Hi tech, I've having an issue with my contact field display using iphone app. 1. I changed the fields that i want to be displayed and filled with my contact and lead. 2. My web Zoho CRM displays exactly what I expected, but my iphone still shows the fields that I have removed, and not updated the fields I added on. Is there anyway that I can solve this issue since it's really important for me to view contact detail with my own defined fields. Much thanks to you.
"Refered by" closed selection field whith Account / Contact names inside
Hi, We need a "Refered by" field too, in order to use in our affiliate plans. This may be a selection field that has to contain at least the whole list of Accounts / Contacts. Thanks
Zoho CRM at Go Daddy Secure Certification Authority
i just noticed that one of my web-to-lead-forms isn't transmitting the leads back to my zoho crm account. but i used the exact web-to-lead form at my other website and it worked fine. the only difference is that the one not working was a Go Daddy Secure Certification Authority website. is it because of that so the leads aren't being transmitted back?? sorry new to the field, would appreciate if someone can help. thanks
A report on the number of accounts I have given a certain criteria
We divide our accounts into a b or c I'd like to create a report on the total of new A, then new B Where do I start with this?
Reduce User
Hello, If I reduce a user for my yearly subscription to professional version on Zoho CRM, will I get refunded the cost of the user ($ 216). If so, how? Thanks, ARMGroup
Web To Lead Form problem
Hi i have gone through these forums looking for an answer to my problem but none of them have worked. I had a perfectly working web to lead form working about 3 weeks ago. I wasn't getting leads for a while so I tested it and on submit I am getting a blank page on submit with https://crm.zoho.com/crm/WebToLeadForm in the URL field. There is an s in my Https and my domain name in the form points to the exact path of the form page (as this was suggested in an other soution thread. Form is at http://www.jeffersonpayroll.ie/callback
Purchase orders pricing
Hi. Our purchase order units and our quoting and invoicing units differ, therefore we cannot create purchase orders for our vendors based on our current product pricing. If we can simply show a product, description and quantity in the purchase order without the pricing, this will work fine for us. Is there a way to remove or edit the current product/pricing part of the purchase order? We're now forced to do purchase orders completely separate from the CRM, and it would be great if we can also incorporate
Campaign Member Custom Fields
Hello, I'm new to Zoho CRM and I'm wondering if it's possible to create custom Campaign Member fields, and if so where. I'm looking to add fields such as 'Member Type' and 'Comments'. Thanks Rachel
Jump from email to contact
Hi I wondered if there was a quick way to go from an email that's come in from a contact direct to the contact's profile. The only way I seem to be able to do this is to type their name into the search box. Is there some sort of 'view contact' bit that I'm missing? Sue
Send automatic e-mail to a contact e-mail
Hello; I've created a rule for sending an e-mail automatically as soon as I create a contact. The rule is working, but I am no able to send this e-mail to the contact e-mail. The e-mail address I want to send automatically is the one I am showing in the picture 01, but it is no one from the list given in alerts option, showed in picture 02. Is there any way to do that? Thanks; Felipe Cruz +55 41 99676402
Notes
I am having an issue getting notes to save. Out of every 5 I try I only get one to actually save in the notes section. I am not sure why this would happen? I have used Zoho in both Chrome and Firefox with the same results. Any assistance would be helpful. Joanne Meurer
Adding Users in the free version
I just set up the free version of ZOHO to test for my company and I tried to add a user but there's no way to add them without giving them CEO and Administrator privileges. Please explain what I'm doing wrong or is the system set up so that I can only add myself 3 times? I clicked on the previous questions but got a blank page. Thanks, Steve Felt
How do I get the account details to auto populate into a contact when I assign the contact to an account ?
How do I get the account details to auto populate into a contact when I assign the contact to an account ?
Google Contacts Sync, Account Name Shows up as a Number
When syncing Zoho Contacts with Google Contacts (one way, Zoho to Google), the Account Name in Google ("Company Name") transfers as a long string of numbers. For example, "32912000005628019" insstead of the actual company (Account Name). How is this fixed?
Mobile entry of phone numbers
The App interface doesn't permit me to enter '-'s in the phone number field when adding a contact via my iPhone. I end up with a solid string of numbers ie. 5553331234 Is there a workaround to this?
Workflow Sales Leads Problem
Greetings from Bulgaria.I need attention here on one question! I have a field in the Sales Lead that is named "Validation". I want when the sale lead is validate so this field become true to update all fields in Contacts, Accounts an to where is possible. I am reading that this is possible, because the other modules are parent modules to Sales Leads, but i can't find any solution. You can add some criteria, but i want from this criteria to update other modules, not only the Sales
to whom it may concern:
can't get Leads near me to work, in mobile version only 4 leads out of all leads are displayed.... in desktop version I have a hard time figuring out the instructions contact/leads/account module...list view...select Leads near me I can't find this options. thanks
How do you extract your CRM contacts into an Excel sheet?
Hello, I am trying to download the contacts from my CRM into an Excel sheet, but when I click the "Zoho Sheet View," it doesn't give me all of the sections (i.e. Account Name, Title, etc.) which I need. It only gives me the following categories: Contact Name, Phone, Email. Does anybody know how I can extract information from the categories I want into an Excel sheet? Thank you.
Sync Event to google calendar
Hi; I created an event and checked the box for google calender sync, but nothing is happening on my google calendar. Do I need to configure anything on google calendar to this function work? Thanks; Felipe Cruz
Roles vs Roles & Subordinates
Could someone please explain to me the difference betweens Roles and Roles & Subordinates? When creating Groups, we are given the choice to add Users, Roles, Roles & Subordinates or pre-existing Groups. If I have a tree of Roles set up this way, for example: - CEO - Manager - Employee level 2 - Employee level 1 If I create a new Group A, and add "Manager" to it as a Roles & Subordinates (as opposed to just a Role), does it add everyone starting at the Manager level and down?
Sales agent, multiple sellers, many buyers
How do we distinguish between our multiple sellers and large number of buyers? There will be some buyers who we wish to pursue for several different products, from several providers. Additionally there will be notes to make for each buyer contact and buyer account which we need to reference to a particular product and seller account. Thanks
What exactly is the function of the Potentials?
I don't really understand what the function of the Potentials module is. Why wouldn't I just use Sales Orders or Invoices? Is it just an arbitrary amount of revenue I can anticipate from an account I can anticipate once it has been won?
Apple vcard import not working
Hey together, i tried a few days zoho crm and it looks far from good. But if i will import a contact vcard from Mac AdressBook i get an error message Other vcards, example the german network platform xing (similar linkedin), the card is imported. I use Mac OS X 10.7.5 with Safari. What can i do to import the vcards out of my Mac AdressBook? Thanks a lot and greetings from germany, Berndt
Why such a ridiculously low number of lookup fields?
Why such a ridiculously low number of lookup fields? The whole point of a data base is to efficiently store information but this is really a factor which I have found so frustrating. It means that data may have to be input manually multiple times just to tailor fields like address fields to adapt Zoho CRM to UK conventions, on data sets which are common for multiple modules such as address information. I have used up 60% of my quota on lookup fields for the address alone. Obviously the relationships
Information from Quote to Potential
Hi, I like the quick way of customizing and working with Zoho CRM, however I am trying to update the Amount field of Potentials with the information I get out of the Quotes we generate in order to have a good insight in our sales funnel, and being able of doing better sales forecasting. I have been searching on the forum for a solution to accomplish this, but haven't found so yet. What is the roadmap here? I see the question is already open for a couple of years? In my opinion every self respecting
Can the function "recent items" be modified?
I would like to show more history than the current 10: is this possible?
Hidden Sections Under Layouts for certain Roles??
Is there a way to hide a specific section on a Sales Order from certain User Roles so they are unable to view the information? I can see how to hide Sales Orders altogether from certain roles, but I need my sales team to be able to see that an account has sales orders, but would prefer to hide a section showing commissions, etc. from all Users not specified in a management roll......
Customize columns in Activities
I'd like to list the names and a custom field in my activities views. I this currently possible?
Editing Stage field
In the Potentials details page it is possible to edit most item by hovering the mouse over a field (eg Date Quoted, Amount) and change the corresponding entry. However, this is not possible with Stage, which does not have the edit feature. Can Stage be given the same edit feature? Currently the only way to do it is to open edit for the whole page, which is a pain.
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