Cannot insert saved template into new email
Hi, 1. I went to Setup > Templates > Email Templates and created a new template for an email and I put it into both the Public Email folder and a new folder. 2. I then went to More > Emails > Compose new Email....and want to insert my saved HTML template into a new email. I tried clicking on Templates link on left - nothing showing. I tried Insert from top, and it says 'No Saved Template' Thanks for the help. Also, if it's easier, I could just paste my HTML directly into a new email, but cannot figure
How to search and replace all
I would like to search for all records that have an account ownership of X and replace the account owner on those records only with Y. Does anyone know how I can do this?
How to create a new contact from Cases
I'm finding it difficult to create a new contact from Cases. We are a service management company which caters to the B2C and B2B markets so we use Accounts for our biz customers and Contacts for our B2C customers. In case of a call for a new job from a new customer; I can create a new Account from Cases after lookup fails to find that customer in its list. Similarly in the "Related To" field lookup finds the Contact but one can't search and create a contact on the fly like once can create an account.
Convert/connect Zoho CRM, to Projects, and Invoicing
Is there a way to link each functionality so I don't have to ipload each piece/reenter contact info/etc? For example, once we closed a contact I have the option to convert it to a project. Then if I create an invoice in Zoho Invoice it can be uploaded into a project task. If not, I would LOVE for this feature to be added. It would save me a ton of time.
Account Permissions for different individuals (Companies)
Is is possible to Create an account and give access to only this account to individuals in the organization. (i.e. an employee can only see accounts they are assigned with their log on). For our organization an account is a company that we are doing business with and we would like them to have access to their account information without seeing any other accounts other than what they are assigned.
Move contacts to Potentials
Hi. Is there a way to move my Contacts to Potenitals? We have a lot of Contacts, but wan't to move a lot of them to the Potentials instead, but i can't firgure out how to do this in a smart way,
Customize Columns
Hi, Can we customize the columns in list of potentials page? E.g I may like to see the last updated date along with owner of a potential. I may like to do similar things for other pages such as Leads, Contacts, Accounts etc. Let me know. Regards, Vikas
Is it possible to syncronize soho cmr with google calendar (gmail account)
I'm not using the google's apps version. just simple gmail account! is it possible to sync the calendar for tasks?
Remove dots from large numbers
Hi, I've created a custom field for the vat number of my customers, Ex . vat number is 593693365, when I list the customers accounts, the vat number appears like this 593.693.365, how do I remove the dots in the large numbers, Thank's
Adding pictures business cards in the product tab
I like the new feature added to the leads & contacts (business card pictures) but it got me thinking. It would be nice feature if we could add a picture of each product to the business card in each record, 1 step further would be to let us use that uploaded picture in the list view. Also is it possible to add pictures to the potentials tab?
Purcahse Orders Setup/Template
Purchase Orders The setup is wrong as it shows "BILLING INFO" and "SHIPPING INFO". If you're creating a PO, then the BILL TO in the template should be titled as VENDOR. Then it pull all the address information under the 'chosen' vendor. SHIPPING INFO should be replaced withe the Organization Info - as the recipient of the order. Again, it pulls the address information under the Organization profile. Another suggestion will be to add the BILLING and SHIPPING INFO in the Organization profile.
Mandatory Field doesn't work
Hi, A while ago I asked how was possible that sales people can save a record with a mandatory field without a selection? I got a call from your team, but they didn't find an answer. Daniel (one of your team member) said, that you were working on it, and that was 3 months ago, but is still happening. Could you please help me with this? Regards, Scott
In Setup > Apps & Add-on > Google Apps link I see empty tab
Hi all, As explained in HELP section I go to Setup > Apps & Add-on > Google Apps link but I reach there and see an empty tab. Any Ideas ? Thanks for advance !
Can you convert multiple sales orders to one invoice?
Hi all, I run a small garden maintenance firm and invoice some clients on a monthly basis. I have set up Sales Orders as jobs for the client and want to raise one invoice for all these jobs at the end of the month. Is this possible or does anyone have any solutions if not built in to ZOHO? Cheers Ben
Trying to eliminate a user in a trial account before upgrading to professional
Good Morning, We have a trial version and wish to upgrade to professional. However, the first email that was entered is not associated with a user, it is just a company account. I have tried to delete it, leaving my own account, without success. What am I doing wrong? Thank you, Molly
Event Email Notification
How do i customize what fields/data the recipient of an event email notification will see.
Not impressed with customer service
We are in Day 3 of a CRM evaluation and to be quite blunt, we are not at all impressed with the customer service at Zoho. It has been impossible to get someone on the phone, messages are not returned and email requests for help are not acknowledged. Am I missing something here? Do we not qualify for support since we are in an evaluation stage? I am looking for experiences of others- I can see the POTENTIAL value of Zoho but at this point it is not even working for us and we can't get any help to
Email field for accounts
Hi everybody, I see that in Zoho you cannot associate one or more email addresses to accounts. You need to create a contact in order to save an email address for an account. In our previous crm we were used to add the company email address to the account record, then create "personal" contacts with their respective email addresses. What is the common practice in ZohoCRM when you want to save (for example) a generic email address (like info at companyname.com) which does not belong to a real contact?
Error making email templates
Error, when you go over 32,000 characters in a template, you can never recover from it no matter how much you delete. Forget Outlook integration that does not work, how about just working with Word. Simple things like cut and paste, resizing photos and being able to copy a template. Forget trying to mess with new things like Twitter and Facebook and focus on making the core product work. This still is like a DOS program after all of these years. How about a preview of a letter that is not in
Another day another problem with zoho downtime
How many times do we find that Zoho has connection issues - downtime It is very frustrating that the back office infrastructure is not capable of supporting the customer operating demands. After-all it is not a cheap product run and it is about time they upgraded the servers to get to what we need - uptime of five 9"s
Edit Product Detail for Quotations/ Sales Order
Hi, This is the worst option i found in ZOHO CRM that if i create a Quotation or sales order and add some product in product detail block. If after some weeks my product price changed and i updated the product price from 100$ to 125$ then it replaced this price on all previous products in Quotations and Sales order and Invoice. My all history go lost about price what i have given to our customers. In all previous Quote and Invoices it showing latest price. What the hell. Atif Jahanzeb
Integrate a Jotform
How do you get zoho to accept the jotform? I have instructed jotform to do it, but not showing up.
Fax number
the fax number field does not format as a telephone number for some reason; hard to look at. Kevin St Clergy
Presale Question - Email field in Accounts
I'm in the process of migrating from another CRM platform. I see that by default the Accounts section in Zoho does not inlcude an email field. You need to create a contact in order to enter an email address. Our actual CRM platform can save multiple email addresses associated to the a single Account (and not to contacts), which makes sense since the company can have a generic address (eg. info@). We normally put the generic email on the Account then we create contacts for real people. How to do that
Import Error
I am trying to upload an excel file to Zoho but i keep getting the error message - "Please ensure that Column Name(Header) in the import file should not exceed 100 characters". I have tried changing the file name, deleting columns, but it is not uploading. Previously, i managed to upload a similar file with no difficulty. Really appreciate the advice. Thanks.
Add auto number field to email subject
Hello I would like to know if it is possible to add the auto number field to the email subject line to track conversation, as for example can be done with Dynmaics CRM? Thanks marco
Help importing UK phone numbers from Excel
Hi I cant see how to import a UK dialing code from excel as it starts with a zero, and imported from a number column on the formatted spread sheet , unless its a TEXT box imported from a csv it drops the zero in front of it which is no good to me, any ideas pls?
ZOHO CEM 導入セミナーについて
大阪での開催はないのですか？
Image with URL link in pdf quotes
Hi. Is there a way to make an image link in a template that keeps the URL active when it converts to PDF for emailing? I have a template that i'm happy with and want to use a catchy image to prompt a simple initiation to book based on the quotes provided. Unfortunately as soon as i email or convert the quotes to a PDF the image loses the link. How can i prevent this from happening? Danny.
Zoho Forum Login Issue
Hello Sir, One of our client has problem in the accessing the Zoho forum. His e-mail address is president(president@westcoastuniversity.edu.pa). While log in to his forum he is getting error message " error on page". We have already reset his password once. Please suggest us. Regards, Manoj
How many emails were sent today to leads and contacts
I want to know how many emails were sent today to my leads and contacts and who sent them the emails - we use Google apps for the email but have synced it with zoho. Let me know how can we get this report easily.
Potential pipeline by stage only shows deferred
So I can't figure out why when I go to the Potential Dashboard, my pipeline only has 1 color... and that is the category of deferred. I'm just starting to populate all my clients but I have several won and several lost and 1 deferred but it is the only one showing up. What gives?
Working with agents and distributors
Our business way is: We make a contact, it´s posssible than this contact help us with the selling processing (life distributor or subagent) or not (only contact) The contact can give us an account Sometimes the contact recieve any comission, sometimes don´t receive I think the best way for us in Zoho CRM it´s considerating "contact" if the person or company don´t help us at the moment with the selling processing and "vendor" in another case What´s your opinion? Thanks Antonio Llamas Spain
auto copy email to owner
Hello! i need to do this: If anyone user in CRM send an email to contact, let copy this email will send to contacts owner. How can i do this? Thank you
Typo in zCreator email notification
Dear zCreator Team, The word within is incorrectly hyphenated in your notification emails. Please see attached email below. Thanks and Regards, ---- Deepak Vasudevan http://www.linkedin.com/in/lavanyadeepak
A Couple Suggestions...
I submitted a couple suggestions to your technical staff but nothing ever came of them. I am in hopes this Forum will have a different result. 1)When entering a lead from the main listing page to view a leads details and you return to the main list by pressing the back arrow it returns you to the top of the page. This is a real pain when you have your main page showing a 100 leads, you are scrolled 3/4 of the way down the page and when backing out it returns you to the top of the page. It should
Invoice report... need it 'by product'. Any way in CRM to do this?
I don't see any way to produce an Invoice based sales report showing, for example, total sales of a product type in a year. I'm hoping I'm simply missing something. I can't justify the cost of subscribing to Reports Standard for $50 per month, which is what is needed to use Advanced Analytics. Any help appreciated. Thanks, Paul
BOOK PRICE
HOW TO IMPORT LIST PRICE TO BOOK PRICE OR I HAVE TO DIGIT EVERY PRICE?
How do I make zoho record emails
How do I set up zoho so that all emails are recorded by under the individuals information i.e, in leads? If I send a email by clicking on their email address it opens my outlook and sends it that way. (which is what I want) but it does not record the email in zoho unless I scroll down and click "send email" but if I do it that way then it does not send from my works outlook email.
Email on Contact Card vs. Email on Potential Card
I sent a Mass Email to contacts who also were potentials. Why does this email only show up on the Contact Card vs. not showing up at all as a sent email under Potentials?
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