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?
CRM feature request for recurring tasks
I would like to see a special follow up task.. that I can set to a contact that only updates when it is completed rather than the normal recurring that places every recurring task in the list.. I like to set follow ups and regular intervals to each of my clients and many prospects some weekly, monthly or various time in the year.. However If I miss one I do not want 2 out standing tasks... So is there anyway to do this or to make an enhancement to do it.. I was using the pulse and ran out of the
Sales : No logo in pdf exports
Hi when I want to export a sales into a pdf, the logo doesn't appear in the pdf instead of the logo appears a small broken icon, but if I selectet preview before impression, the logo is there. I respected the Zoho rules : (- 580px X 250px @ 300dpi) i tried jpg, png, gif... sames problem Any help please?
Field Update in a workflow
I am working in automation I have created a field update for the Account module I then create a new rule in the Potential Module On Create Edit of a potential I want to call the field update above - but it does not show in the list of avaiblable updates ( I have also tried creating from within the Rule but the field I need to update is not shown)
Contact Management features?
hey folks this all looks great, but am wondering if the entire CRM is overkill for me. for a client, what we need is basic contact management. i will outline some features, and hopefully you can help me out. this is for a small non profit. nothing sales/profit related, but rather basic people-matching. 1) contact details etc, and in addition i would like to add custom fields for contacts 2) option for users to signup/join the db from the web 3) option to search users based on various fields (age,
Whats the difference between 'Mail' and 'CRM mail' and why dont they sync?
Ok heres my scenario, 1. created a new lead 2 converted to Potential 3. Wanted to send an email from our 'info@' address, so that all users can see whats going on, I can only set this up within 'email' module so i did, 4. I was hoping that the email I sent from 'email module' would turn up in the 'potential' module. It didnt. This issue raises my next question, how can i force 'send mail' from potential module to send it from 'info@' rather than my user email 'jim@' or even have a choice. Also why
multiselect pick list
Hello, In Leads, I am customising Lead Source e.g. XYZ exhibition 2012 instead of cold call can i copy amended lead source to have the same drop down list in contacts or do i need to create a new custom field from scratch called lead source and copy to potentials, contacts etc? When i go to the next exhibition and meet leads or contacts will I be able to update the drop down and then use excel to import the new contacts/leads or will I have a problem? I'd hate to add contacts now and then have to
Email
I was half way through a very long email when I tried to send another quick email to a different contact in Zoho. The window containing the long email I was writing subsequently closed itself and I can't find it anywhere - is there a way to retrieve it?
Need to input more than one character in the search function?
Hi, Need to input more than one character in the search function? It's a good feature to English version but it 's a problem/bug to Chinese version (I guess all Asia version has same problem). For example: I want to list all my customer whose's last name is "王", I cannot do it due to this feature/bug. In Chinese (and many the other Asia language), the last name or first name always only one character. In Chinese version, please remove this feature/bug, and I believe this feature will not bring
Outbound phone calls
It would be great to have the option when recording a call - to either have as completed call or attempted call. That would allow you to easily differentiate from a call where you left a voice mail to where you actually spoke with a person. Hate to record every attempt as a completed call. Any ideas ??
Track Webform Source
Hi there, I created a form on Zoho to put on my website to capture Lead information and it works wonderfully. But I was wondering if I could use this same form on other websites. I imagine the code that gets generated from creating the webform would paste fine under the hood of any site, but is there a way to track which site the form was filled out on? For example: -Joe visits a partner's website that has my webform on it and fills it out -Frank visits my website and fills out the same
Add a link to a quote
We paste a map into all of our quotes. The map is different for each proposal, it is based on what the potential customer is ordering. I see that you can embed an image or link into the inventory template but I need to know if there is a way to add it to the quote so we do not have to change the template with every quote. The map could either come from Google Maps, Google Earth or it could be a png or jpg file. Thanks, Marcelle
Associate Contact with Account
I've created a list of Accounts and Contacts. Now I'd like to associate contacts with thier appropriate accounts. I don't see any Contact lookup in the Accounts tab and I don't see any Accounts in the Contact tab. Please advise.
CRM Accounts
I am able to create "Accounts", but I have no visible Tab to view a list of them. Please advise. Russell Cox rmcox44@gmail.com
Can't send email from system today
The system is not allowing me to send an e-mail to my contacts or leads today. Could you help me ASAP?
Force Addition of Products Upon Creation of Potential / Make Addition of Products Auto Update Potential Amount
Hi, We are looking at potentially moving to Zoho from Salesforce.com. I realize that SF is a different product and functions differently than Zoho, but I'm trying to find out how close I can get the workflow to align with how we currently work in SF. In our current SF account, when a Opportunity (Potential) is created, it forces the salesperson to add products to it, with the Quantity. Once the products are added and saved, the total value of the products automatically updates the amount field on
Choose different EMail-Address when sending Mail from Contact
Hi, is it possible to choose the sending EMail-Address, when I´m sending a Mail within a Contact? We have different Projects. For each Project we use an seperate EMail-Adress. When I´m inside a Contact and send him Mail from the SubNavigation in the right, i need to change EMail-Adress (outgoing). How to solve? bR from Vienna Marco
Help with Multiple Selection List
Hello, I am having troubles creating this Formula If(${Products.Criterios Gravables}==Construcción,11,22) where ${Products.Criterios Gravables} is a Multiple Selection List with 3 items (Construcción, Lote, Otros), i dont know which is the right syntax. Keep having the same error message:
Creating tasks automatically - how to trigger creation of tasks
Hi all I wanted tasks to be created when new leads were added and followed certain criteria. I posted in these forums a while back about how to do that but didn't get a response. I tested it yesterday and my alert email worked but the tasks didn't get created. I tried various combinations of +/- days. I searched through the forums and couldn't find the answer though I did find others searching. Since this is a make or break part of our evaluation, I contacted support. Other than I couldn't quite
Click to Call
Is Skype the only option for Click To Call. Skype charges money for a Skype to a land line telephone. Google is free in the US. Is there something available now? Regards, Russell Cox
What happened to the Roadmap?
ZCRM used to have a prominent link to their Roadmap listing features that were in development. I can't find it anymore on the website (I do confess that I only did a cursory search). I have getting frustrated with the lack of development in several key areas and I would like to see if they are on the Roadmap. ZCRM is a product that does so many things right. However, there are a few critical things that it does not do well (at least for my work methods and processes). I am at the point where I need
Products, price books, etc.
Trying to start to test how it really works the PO system you have created, I have imported a first series of products. And from here it starts the notes: 1. I could import only Unit Prices (price I have to pay to my Vendor). Nothing related to my List prices. 2. When I want to create a Price Book for these products, in order to create my List Prices, I got stuck. There is no import field for List Price. I have to create it manually, when I attache a Product list to Price books. As probably you remember,
I cannot create replicate our numbering scheme for Sales Orders in Zoho, any idea how to ?
We number our Sales Orders like this YYYYMMXXX, where YYYY is the booking year, MM the booking month, and XXX is an "Auto Number" being reset for each month. It seems to be a dealbreaker in the group to use Zoho CRM to be able to keep this numbering scheme. Now, it is important that this number is never a duplicate and it would be a pain to "skip" numbers as it would generate time-wasting researches. I've been fiddling around to find a solution ... but cannot seem to find a proper solution.
importing contacts creating duplicate accounts
importing contacts from same accountl is creating duplicate accounts. in excel spreadsheet has each row listed with contact info. there is a column for contact name and a separate column for account name ( all the same account name). how do i import all these contacts from same company without make duplicate accounts
See activity booking in zoho CRM
Hi, I would like to use zoho CRM to manage the customers and booking of our small business. The business sell several activities each use a certain resource. how can I see each resource booking using the crm calender?
Change Standard Font
Is it possible to change the standard font type when sending an email in Zoho CRM. It differs from my signature font type.
Lead distribution
I need to be able to forward new leads (captured from a web form) to independent sales firms who will not be users on the system. How can this be done? If so, how? Also, can a follow-up survey be send to the same independent firm to rate the lead and add their responses to the lead record?
Creating a multi line quote template using HTML
Hi Not sure which forum this belongs to so perhaps i can post here and some one can point in the right direction. I am trying to create a template similar to the default quote template but im having issues with picking up multi line quotes as in the default quote template you can put multiple products in then generate the quote (export to PDF) which generates a multi line quote which lists out the products. Im wondering if some one can point out the code used to enable me to do this in the new template
Categorizing clents
Is there a simple way to put my clients into different categories? I want to make it easier to search for a specific group of clients at one time.
Not all Contacts are being exported.
We regularly export all our emails for a newsletter that we send out. Obviously, we are particularly interested in emails form new inbound potential clients. In perparing next month's newsletter, we have noticed that any contact's emails, where we have sent that particulat client a quote, is not being exported. Can I have some guidance as what may be causing this problem?
Zoho & Outlook ??
Why is it that when I click on the email of a contact it takes me directly to Outlook (which I like), and when I click on the "Whom to deal with" business card email (on the right side) in a potential it takes me to ZOHO's cheesy email program? Also quotes default to the ZOHO email program. I would like to default to Outlook in both cases - how do I that? Thanks!
Integration CRM and Reports (information about Tasks and Events)
Dear Support, I'm using Zoho Reports to create new reports related to Potentials and Sales Performance. It's missing information about Task and Events at Zoho Reports (tables). Could you inform when and if it'll be provide? Thanks Paulo Miguel.
Reseting an administrator account to reconnect with googleapps
I had zoho crm connecting fine with my googleapps account. We then had advice to add zoho from google marketplace to enable gmail connectivity. The Add from google marketplace seems to have disconnected the link with zoho. When i go in zoho crm to setup, google apps the screen just is blank saying "loading" and it does not resolve. If i add a new user then goto setup, google apps then it says it needs google to grant access. How do i reset the adminstrator account to recognise and ask to grant access
Auto Generation of field values
We are familiar with doing auto generation in drop down fields in Zoho Creator using Deluge Scripting. We need to perform similar functionality in Zoho CRM. As an example, we need to do the following two tasks -- 1. In "Quote Module" page, We’d like to have the SUBJECT of the Quote get Auto Generated based on the following naming scheme: “Account Name – (Date) – (No. of quotes that day for this account) ". 2. Also, if we select "Credit Card" in Sales Order Module, how can we auto generate the information
Clearing Events
Can any body explain how I clear an event once it is done. Mine seem to sit on my pages forever unless I delete them.
Sync Changes between Account & Contact
I think it would be nice to see the option to make a change in the Account information, and be able to push that change to all of the contacts associated with that Account. For example, address changes, or industry type. However, it would be most beneficial if this synchronized changed could be an "opt" in change where the user could decide whether to push the change to all the associated contacts or not on a case by case basis. James Bowie
zoho crm sucks
We installed the free version of zoho crm to replace google spreadsheet forms for a contact page. Note that the free version of web2leads in zoho apparently *does not* support notifying lead owners automatically. We thought it did because we could choose an email template. However this was a notification to the user, not the lead owner. As a result, our tests would generate an email but no other leads would notify us. So basically we lost over a months worth of leads. This is complete BS lead notification
Web-to-contact form notifications are in late or lost.
Hi there, I activated the feature Web-to-contact to my website, but the contact owner doesn't get the notifications instantly. He gets them all together at a certain time. What is the reason why this happens? Is there a way to get the notifications instantly? Then sometimes some contacts have been lost and the customers called us to complain that they sent a request, but they have not been answered. How may I be sure that the contact owner receives all the contacts from the Website? Thank you for
Accounts and Contacts
Hi, I'm thinking about setting up my business on Zoho CRM I don't really need all of the functionality seperation of leads, contacts, accounts. I sell to individuals so don't need that granularity. It looks to me like I only want to use the contacts field as that has the most relevant fields. However when it comes to other parts of tracking sales then an account is required. Can anyone with experience of Zoho CRM recommend how this should be handled? I don't want to duplicate the data in the
Date without Time format
Hi - Zoho CRM is becoming a valuable tool for us! I am writing about the Date Time format. I need a Date format without the time. I realize a workaround has been suggested, to use "Datepart(${Quotes.Created Time}) " Or something to this effect. However, we have a dataset that has been using Adddate(${Contacts.Trial Start Date},15,'DAY'). So I'm reluctant to try a different formula in the same field. I wish to use this format in email templates. The Time stamp would look funny if present. What
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