Email Stats
Is there a way to see the effectiveness of an email blase? Where we can see the bounce rate, % opened, etc.?? I can't find a spot anywhere that shows me this.
lid form
the registration form which is associated with the CRM But by pushing it to the site it appears more appropriate to http://adv.nesco.co.il/1_164/#.UW6l-cr5Xz4 and should be as http://nesco.co.il/LandingPages/webinar10032013/#.UW6m88r5Xz4 help correct the SSC to form more appropriate to be displayed displayed <style type="text/css"> .main-headline { width:608px !important; } #main-headlines { margin-left: 13px; } .input { width:257px; height: 30px; margin: 17px 0px
In Quotes how do i add a discription to products?
Every time i do a new quote the discription does not stay in the field for theproduct is there a plates to manage Products?
Viewing leads
Hi, I have imported leads using the templates, but I cant see any information other than name/company / phone number.. can you assist ?
BCC Dropbox not working
BCC Dropbox feature is not working. It does not tie an e-mail to an existing lead, and it does not create a new lead when there isn't one already present. My e-mail does not return as undeliverable, it simply never shows up in Zoho.
BCC Dropbox messages taking too long or not showing up in CRM
How long should it take for a BCC-to-dropbox message to show up in CRM? I am still waiting for some test emails sent from Google Apps sent several hours ago.
mail merge html
Emails sent via mail merge will not show text above line 5 of the email, is there a bug in the mail merge feature?
Zoho CRM Bcc Problems
Hi i used quiet a lot the new Bcc Dropbox possibility with my personal Bcc Adress. Unfortunately since several days it doesn't work anymore. I do the same thing like before and nothing happens in Zoho. The mails are no longer attached in Zoho. Need help now ! thx r.
Using same email for multiple organisations
Hi Zoho, one thing I find a little annoying is that I can't use the same email address for multiple CRM setups. I set up CRMs for my clients which means I need a separate account for each one. It would be better if I could use one login and then choose which organisation to use. Zoho Projects has this kind of functionality. Any chance of building it into Zoho CRM? cheers, Jeremy
Is there a way to see what campaigns a contact is connect to on the contact page
I would like to be able to see what campaigns a contact is connected to when I am on the contact page. Is there a place to set that up? Thanks
Zoho CRM is not syncing all of my events to Zoho Mobile.
All of my appointments (EVENTS) are saved in my zoho crm online. When I sync that with mobile, if I have a repeating appointment say every thursday at 9 am it changes the date in mobile from every thursday starting in 2013 to every thursday starting sometime in 2014. It also is leaving out individual appointments that are not recurring events just one time appointments. My sales people can not see their appointments now.
activites display
I want to see the lead name when i go onto the activities tab rather than just the task type. e.g - activity task says 'call'. Is there a way that this can be changed so i can see the lead name of who i need to contact?
Deleting and re-sync
Hi, I want to delete all contacts about 9000 in Zoho Campaigns and re sync all contacts with Zoho CRM which is the bet way to do it? Prasad
Copying database to Thumb Drive
Can I copy my leads (Free version) to a thumb drive...or can I transfer them to a new ZOHO account? I have almost 1,000 accounts and my former boss is deleting names from the database that I actually NEED.
Unified Calendar
When will a unified calendar be available? Specifically and integration fo Zoho desktop and CRM. I have done a search of the forums and I am finding related posts, mostly from 2008 and not useful. Any insight or further information is greatly appreciated.
All I want to do is add my contacts and then add a call with follow up.
Hi, I added my contacts. All I want to do now is everytime I call one is to add a a record when i contacted them some description and when I should follow up. I cant find how to do that. Is it a task? an Event? both? Thanks
Using the full name field with contacts
Hi there, How can I make use of the full name field of my contacts? I cann't find it in the field list of the contacts. Can I change the fields of which the full name field is composed? Thanks for your help! Hans
From Lead to Contact, back to Lead...
I'm currently using the CONVERT button when changing LEADS into CONTACTS. However, there is no CONVERT button available under any other tabs. In the event, a client is on a hiatus from using our services, we want to return them from CONTACT to the LEAD tab. How can I convert a LEAD into a CONTACT and then back to a LEAD. Is there a way to add a CONVERT button onto multiple tabs, for example. Basically, I want to be able to move leads and contacts and potentials around regularly from tab to tab.
Escalting Lead to Account
How do I escalate a lead once we have signed them on as an account? Is there an easy process to this?
Hi
Hi there are any way to create a custom field who changes the color (Like a flag or button) related to a content in another custom field.. I'm trying to create a color coded status and noticeable thing... Thanks in advance
Zoho CRM - duplicate contacts by double-click on Save button
Hi, At present, user can click very fast on "Save" button and Zoho will create several Contacts with the same data. How can I prevent user from clicking multiple times on "Save" button while creating new Contact? Regards
Zoho CRM Reports
I can't run any reports! Getting error message that says I have insufficient priviledges and to contract my Administrator and I AM the administrator and it appears based on the radion buttons I SHOULD have access. Is there a rule that only 1 person can have administrative priviledges per organization (all 4 of us are tagged as Administrators)?
ZOHO is running extremely slow
What is going on ZOHO is running extremely slow
Cannot see the link to pay using Paypal
Apologies if this comes up twice, I could have sworn I posted it - but its not showing on the site. Anyway, I'm trying to upgrade and cannot see anywhere to pay with Paypal - although that method is quoted in the knowledge base. Can anyone help please? Thanks James.
Rename custom fields
I've added a custom Lead field: business unit. I would like to not only rename one of the business units, but also apply this change to the existing leads and contacts. Is this possible? Rikkert Kleerekoper
Copying address from account in invoice
Hi, Just wanted to know if it was possible to autofill the billing and postal address in a invoice with the details from the account specified? Cheers, Kate
Activity Total
I would like to run either a report or an "Activity View" that will allow me to see the Total Calls Emails Separated for Accounts & Leads That will Show the Account Owner and can be Filtered for a Period of Time. I would also like to see the account name and activity date if possible. Something Along the Lines of... March 2013 John Smith Made 200 Calls to Leads 150 Calls to Contacts
New to zoho - Can I display sales info in Accounts tab?
Hi there, I've just started playing on a trial account & wanted to check and see if the functionality our company needs is available before signing up to an ongoing account. We presently use an in house system written in access to store all of our sales & stock information. My end goal with zoho crm would be to be able to open the "accounts" tab, select an account and possible within the "sales orders" panel, display the customers last 10 sales. My question is can i pull that sales info out of the
Sending email from inside a Contact
Doing so, From address is the @zoho.com address. I want it to be from @<mydomain>. How do I modify this? Sending email from within the Email APP, I can choose which from address I want to sent from.
BCC to Dropbox
I started using BCC to Dropbox and my email host returned a delayed message: This is an automatically generated Delivery Status Notification THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. Delivery to the following recipient has been delayed: Obviously disconcerting given I rely on zoho--can somebody explain if this message will bounce or is the result of something specific?
importing contacts from CSV file
I am trying to import contacts from a CSV file. Yes, the top row of the CSV is the field names. (if only the solution were that simple!) I select the file and import it. The problem comes that when I go to map by clicking on a Zoho field name it does not allow me to select a single column. It lists CompanyFirstNameLastNameStreet etc. Help Please! I tried to chat but got an error message that my email or password is not valid. I requested a new password. Got a message that email was not found.
adding lead name field to "calls" page
trying to add the lead name field to the calls module so that it will include this field when I log a call. Currently it only shows contact.
Can't access reports
As of yesterday, none of the three admins on our account can access any reports. When we click on one we get the message: Insufficient Privileges to perform this operation. Contact your Administrator. Back to Home. Has anyone else had this happen to them recently? There were no settings changed so this is all confusing to me. Thanks!
Problems importing CSV file
I have tried to import a CSV file several times now and can not seem to make it happen. I have already removed () and ' and + from the records. Can you assist? Tom temiller11
Customer portal
hello, In several forum items there's rumour on the subject customer portal. A client of mine is desperately seeking for this feature. He's got an website development organisation with 700 customers. Yes, it's nice they can sent a ticket/case but they want to give the customer feedback (on-line) on several other issues (status productdetails. etc). Is there more information what the user portal will offer, when is going to be released and what will be additional costs. It's a big feature. Organisations
zoho & ms access - Is this possible?
Hi there, I've just started playing on a trial account & wanted to check and see if the functionality our company needs is available before signing up to an ongoing account. We presently use an in house system written in access to store all of our sales & stock information. My end goal with zoho crm would be to be able to open the "accounts" tab, select an account and possible within the "sales orders" panel, display the customers last 10 sales. My question is can i pull that sales info out of the
Want to upgrade but cannot see a Paypal link anywhere?
Hi., we're ready to go ahead and upgrade but I go through the checkout and I cannot see a Paypal link although it is listed as a payment option in the knowledgebase. Can you help please? Thanks James.
ZOHO CRM HAS NOT BEEN ACCESSIBLE FOR 20 HOURS+???
OK, I am a bit frustrated... Yesterday morning, my sales reps and I noticed zoho CRM loading very slowly and freezing up many times. Then, around 1pm, it stopped working for good. Since yesterday, none of us have been able to log onto zoho CRM from the office or from our homes. We can navigate throughout the website, but when attempting to log into the CRM, we get the "Loading... Please wait." message until the page times out. I have tried calling yesterday and they were no help; after taking a screenshot
How many custom fields?
Hi. I'm a new user and a pretty basic one at that. I'm wondering how may custom fields/sections I am allowed. I can see it says 25, but surely that can't be it? Thanks for your help. Nige M
Custom Fields
Hi, Is there a way to customize the Fields that appear below the Description fields? I mean you customize all the fields required when creating the contact/account/lead/etc, but then when you enter the created item there are many fields that appear below that info, such Related tasks, Contacts, Cases, etc, Can we edit that as well? Thanks! A
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