Can someone help with CRM trouble shooting consultancy?
We are a small setup, been using the CRM for about 2 months now and want to weed out wasteful methods and get useful tips. Also some bit of training for report generation etc.
Potentials Closing This Month
I cannot use the Potentials Closing by this Month for a dashboard component. How can I correct this? This is the error I get "Source Report cannot be a Tabular report" Minko Kissiov
IPAD administrator issue
My ZOHO CRM IPAD app worked perfectly until this week. Now it says " Access Denied, you do not have access to view this Module. Contact your administrator to enable access." I am the admin.. what do I do? I only have the Free ZOHO CRM.
Sicronización con Autoresponder
Tengo una duda. Verán, estoy trabajando con Zoho CRM y Zoho Campaigns. Actualice mi cuenta de Campaigns para poder utilizar la herramienta de autoresponders, en la cual cuando una persona se registra para recibir más información, automáticamente se le envía un correo electrónico. Toda persona que se registra en mi página web, en este formato que menciono, se guarda automaticamente en Zoho CRM, Posibles clientes. Mi duda es, ¿hay alguna manera en la cual se pueda sincronizar esa lista de Posibles
Sales Calls to customer sites
I make a lot of actual visits to customers and potential customers and want to record these, with a call cycle for monthly or bi monthly repeat visits. What is the best way to implement this? I have Accounts and Contacts set up, but how do I record that I have actually visited them? The Sales Call seems to be more about a phone call then an actual on site call. Thanks in advance
I want to add a new user to our group but he already has an individual account
I have a user that I want to add to corporate account - he has been using Zoho for about a year already. I can't add him as his email address is already assigned by Zoho - is there a way to transfer his account into our corporate account?
Can't modify any information because error message
You can only VIEW records in this Zoho CRM site. Any other operations which involves ADD, UPDATE or DELETE will NOT WORK. This message appear on my CRM Account: You can only VIEW records in this Zoho CRM site. Any other operations which involves ADD, UPDATE or DELETE will NOT WORK. Its a title in red color at the top page. Can you please check this issue?
Web to lead form has stopped working
We have a web to lead form on our website for people interested in becoming customers here that was working perfectly but now has stopped working suddenly. People can fill in their details, but they don't then appear as a lead in the CRM. I'm very concerned about this as we are probably using business. Please help!
Zoho CRM Users & Permissions - Role
I have the free version of Zoho CRM. When I add a new user, it says he is the CEO. I clicked edit, highlighted the word CEO and tried to delete it. The deletion did not take. I clicked on role button and it said I needed to upgrade. I can't have messages going out to prospective customers with him listed as CEO. Please advise.
How I can activate an alert system between users?
I have Admin account and another one of User, since the admin left a note for people who work with the User account in the file for each client, how can I do, to make the User's account notifications reach them from the Admin account every time I leave a note?
Adding users to ZOHO CRM
If I am using the professional version of ZOHO CRM can I add free users to it. The additional users I want to add are not going to be using the features of the professional version so would they need to pay the professional price?
CRM Calendar is not syncing to correct time in Google
Hi, I have my crm time zone set to EDT for Detroit since I live in Kalamazoo, Michigan, USA. My CRM events are syncing to google calendar 3 hours ahead of where they should be. I've tried a couple other EDT options in crm settings and it's still off by at least 2 hours. Please advise Thanks,
No Mail in sent in last 10 days but my Mail canceled due to Exceeding daily limit
Hi, I keep getting a "exceeded daily limit of 250" when i try to send a emails from CRM. Please advise ASAP Thanks, Jonathan
How to add Campaign Source on Web-to-Lead form?
We are planning some advertising campaigns on several different Web sites. We can use the Lead Source field to capture certain information, and we have added several custom fields to our Leads. But I just realized that Campaign Source is not available as one of the fields we can select when using the Web-to-Lead form generator. In fact, while trying to figure this out I also noticed that Campaign Source is not listed on the Lead Settings/Fields List page. But it is shown on the Lead Settings/Edit
Creating Visibility of Lead Approval from web to Home Page?
We would like instant visibility of all the leads that have come in from our web site on our home page so that we can act on them quickly. Is there a way to move the "Lead Approval" which contains a list of all the new leads to the home page somehow? A second question, which I'll post separately, but thought I would mention here - Is there a way to configure an e-mail alert when we have received leads from our web site (even though they are awaiting approval to populate the Leads fields?) Thank
No scheduled activities attached to Account/Contact
I need help please...... I need to find a report that will show all accounts/contacts that do not have an open activity. This is a simple task that elevates data falling through the cracks. Any suggestions on how to do this. I can't believe a CRM does not this functionality!!!
Merge Field Reference Resource
I am requesting to have a maintained, up-to-date resource - as a document, or even a web page / manual page - that details what merge fields are available from what modules and the proper syntax. Having to edit custom templates to find out what is available is not always the best scenario... is there a better way to look-up these fields outside of editing an email?
What about Symantic-Sage-Act?
I looked at the first page and saw nothing. The Act files are .pad, .alf, .adf and format .xml. What's up with that? And what might a newbee doo?
Web to Lead Integration for Google Sites?
We have successfully implemented Web to Lead integration on our Google site but are having a problem that I can't seem to fix. We have several contact forms that serve different purposes (generic contact us, download various white papers, etc.). We have tried to add lead source to each contact form as a hidden field so that when the lead comes in, we can tell which part of the site it came from without making the user fill it in. It appears that there is no way to do this through the CRM feature's
Facebook integration/authentication
When I try to use the FB integration and associate a contact/lead with a facebook account, it prompts me to login to facebook via Pop-Up, which I accept. The Pop-Up then closes almost immediately and goes back to the same message. It was working a week ago, not sure why it is not functioning now? Thanks.
Imported Accounts
Apologies if firstly this has already been raised (I can't see a similar thread after reading the forum) and secondly if I'm missing something obvious! As an administrator of our Zoho CRM we have imported all our accounts (customer details) from our previous CRM system and I can view them when I log in, under accounts/all accounts. We have also added two Sales Account Managers as 'standard' users to Zoho. The problem I have is that when the Account Managers log in to Zoho they cannot see/view any
Sort my leads / accounts by state
Hi, How do I sort my clients by the state they are in? If I go interstate on business I would like to know which of my accounts I can visit on the same trip. Does anyone know how I can access this information from Zoho? Thanks
tasks - the problem!
gone part of the tasks. they are not in the basket. no data in the audit to remove them?
How do I back up my data on Zoho?
Hi, Can anyone tell me how to back up all of the data I have on Zoho? I would like to have a copy of all of my information on a USB - just to be safe. Thanks
Does the Zoho CRM iPad App offer a sort capability
I am using the Free Version and have set up a customized view for Accounts. On the web, I can click on a column title and the data will sort on that column. Is this functionality possible on the iPad app -- sort? Is the sort capability available in any of the paid versions?
SIPGATE
I have a SIPGATE account and have been using it with Chrome successfully on multiple sites other than when using ZOHOCRM. Is anyone else using SIPGATE with any success in ZOHO. I also use Google Voice and am aware of the known issues/workarounds there.
Web to Contact problem
Hi, I am using the free zoho account for linking web form to zoho contacts, and from some reason no new contacts are being display on my zoho contact list, however if I go to export contacts to csv file all of new records from the web form are being recorded. Anyone can suggest please ?? Thank you.
Can't use email templates with Sales Order or Quotes
Hello, after closing a sale or a quote, I always send the customer a copy in pdf. The thing is, in the sales order and quote page we have the "send email" button, that automatically creates and attaches a pdf of the document...while this is great, there is one big problem: I can't access the email templates. So, I find two ways of doing it (neither good or complete) 1º I send the email like mentioned above, and copy paste the template from another program (word, spreadsheet) 2º I go to contact, and
Add task or event when i invit my collaborator
Hello, Do you have in your roadmap the correction for create an event or task when i invite my collaborateur to one event ? thanks
Email/Form
Is it possible to create an email/form that is sent to a customer where they input the information and it automatically is input into ZOHO CRM? If so do you have a step by step process to follow?
Sending forms via email to create contacts
I'm interested in a form that is sent within the body of an email message (not a web form) and the recipient fills in the form and when they click on the submit button the data they entered is inserted into the database? Is that possible?
Reference Manual
Do you have a PDF general use and set up manual please? Paula
adding a list
Can you add a list i.e. an industry list to accounts
Adding multiple accounts to a single task?
Is it possible to assign multiple accounts to a single task? We have tasks that apply to multiple clients and would like to be able to assign one task and have it apply to multiple accounts if possible. Any idea how to set this up? Thanks, Duane Singh Payroll Resource Group
emailing a form
Can I create a form and then include it within an e-mail message that is sent to multiple recipients and once the recipient fills in the form and clicks submit their data is stored in the database?
Import My Contacts Wizard
Hi everyone, I'm new at this. I can't import my contacts. It seems to be formated correctly (.csv) files but I keep getting *Last Name (in red) and in the import field Last Name( Col: 4). Do I need to eliminate some restriction somewhere? I will greatly appreciate any help. Thank you!
Can't see notify owner checkbox
I've just created a new web-a-lead form for my website, but in the configuration option I can't find the notify owner checkbox, as reported here http://crmkbase.zoho.com/while-creating-a-web-form-can-i-edit-the-notification-email-that-is-sent-to-the-record-owner,
Can't make a checkbox mandatory in web form
I've placed a web-a-lead form on my web site, but I can't check if a checkbox is being checked or not. I need this checkbox to be mandatory. How can i achieve that?
Help with PO
Hi. How do you change Purchase Order numbers and have them show when we send out emails?
Not Assigning Tasks On Weekends
I am creating automated workflow rules based on a trigger date which will assign tasks at various days after the trigger date. I do not want these tasks to be assigned on the weekend or Holidays that I have designated. Is there a way to stop the tasks from being assigned on these days?
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