How it Works? - Introduced in Copy Customization
Starting with Copy Customization (the new feature introduced recently) we will be introducing a "How it works" section in most major modules. This is a 3 part comic-style explanatory splash which will give a brief idea about the current module / feature. Screenshot below.
Activities -> More Actions -> Print Preview showing HTML tags in Description
When viewing a task/activity, if you drop down the "More Actions" menu and select "Print Preview", the description field will show the HTML "<BR>" tags and such.
Adding User
Hi there, I am trying to add a user, but i get the error saying that the user already has an account. Can you add the following account matt@searchacademy.com.au to my crm account? Cheers Sam
Retiring/removing contacts - best practices
Hi all! I can't find any help regarding this… in Zoho CRM a Contact has just quit his job. We don't know where he'll work next, but obviously, he's no longer part of the company listed in Accounts If we delete him, then we lose all of the history attached to him (and the Account). Is there a way to "retire" him or suspend him? What do you all do when a contact/lead quits their job? It's likely that in a couple of months he'll surface again working at a new company- at that time, should be treat
Re-Submitting User Interface Change Request
Back about 1 year ago when I was still one of the BETA testers for the new ZCRM UI (User Interface) I asked if it is possible to "lock" the main toolbar to the top of the screen. I find that when using long records - such as complete contact, account or potentials records I have to do a lot of extra scrolling. It would be very nice if the top level tool barrs were pinned to the top and always visible. The image below shows the portion of the screen I am referencing. Specifically, everything above
when converting prospect to potential, how can i also carry over the address
When I convert a prospect, I have to reenter manually the address, city, state. Is there a goaround?
Creating a report
Hello- I am trying to find out if it is possible to add the "notes for this account" section into a report I am creating. I am trying to create a report that I can download into Excel that would include Name, Specialty, Address, etc but would also include any notes I have added. I used to do reports like this with Salesforce but can not figure it out in Zoho. I can attach an example report of one that I am trying to get it to look like if that would help. Any suggestions would be greatly appreciated!
Importing Events/Tasks/Calls
Does anyone have a step-by-step guide for importing Events/Calls/Tasks. Can't find anything in the help sections (seems very glossed over). When I try, the imports does not link to Accounts or Contacts, but does link to the Leads module. Zoho themselves had a chat with me, but are seemingly unable to understand my problem. It's simple, when importing Events for an other CRM, the import does not link to th the Account and Contact records, even though the Account Name and Contact Name are identical.
Dynamic Subject in Workflow Task
I created a workflow task that will automatically create a task for me when I generate a new quote. The new task puts itself out 7 days and is just a reminder for me to contact the customer to see if they are ready to sign their contract (quote). The issue I am running into is that when I generate the task, I want the subject to dynamically reflect either the Contact or Account name so that I know who to call at a brief glance in either the Zoho CRM home page or my Outlook Tasks. I tried this as
Add "Product Code" field in Purchase Order
Hi, In our Product module under Product Information we use the two fields Product Name, (mandatory), and Product Code. It happens that we have the same product name which are differentiated by their codes. In the Purchase Order module under the section Product Details, (where you add the line items you are buying), we see the Product Name but I would also like to see the Product Code. This appears not to be configurable from the Layout section in Settings. Is this possible? Thanks, Nick
Customer Map in ZOHO CRM
Hello I was wondering if it is possible to create a map from my CRM software since it holds all the addresses and name of my accounts and I could see them listed or placed upon a map of the country they are located in. I am needing to plot the distance between customers for pricing models. Can someone help?
Mass update
I use a renewal date field in ZOHO CRM and want to change all of the dates from 2012 to 2013, can this be done?
Web to contact form no longer working after joomla upgrade.
We recently upgraded our website to Joomla 2.5 and the developer copied over the code for our web to contact. I've tried re doing the web to contact form but its still not working. I fill in the contact form on the website but the info doesn't show up in the leads section. Any suggestions / help would be greatly appreciated. PeteG.
Importing Activities into Zoho CRM
How do you import Activities into Zoho CRM and ensure that they are linked to the appropriate Contact records? When I try to import a csv file containing Activity records, and I open the CSV file using Excel, it is modifying the Activity ID numbers. When I view the CSV file in Notepad, the numbers appear correct. I reported this problem one week ago. Please advise on when you will have a fix for importing Activity records. Thanks! Brian
automatically receive inventory items and add to inventory numbers?
is there a way to get a PO of inventory items to be listed as "received' and automatically add the item quantities from the PO to your inventory?
Add Calendar to left side of crm home view / tab?
Thanks for taking a moment. I've seen a few demo's where the user has a calendar view on the left side of their home screen and was wondering how I could add that as well. Thnx, Y
How to add total time taken in EVENTS
Every time I go for some activity ( eg training program), I enter the event start date/time and end/date time. I need to get the sum total of my training hours during the month. How do i configure a report / dashboard to be able to do this ? Thanks, sathishn, eLakshya, Bangalore
Import problems with CSV file (coma or semi-colon)
Hi I can't import, in my Enterprise version Zoho CRM, my leads.... just a try of two persons :) In the screen where I have to choice the right field.... in the field I have not the label of a CSV file column but all the labels separated by a semi-colon... societe;nom;prenom;... If I accept and I import this value, it is possible, I get all these labels in my fields (and not the data to be populated. Does this problem come from my "CSV (Coma delimitedted) *CSV " file or from Zoho CRM settings ?
Bulk Email Tagging
I had a question about the bulk email feature through the Zoho CRM. Let me offer you a scenario: I want to email about 1700 contacts using the bulk mail merge feature. A lot of these contacts have moved on so I am expecting a fair amount of bouncebacks (failed email delivery). After the bulk emails are sent, is there a way to tag which contacts have successfully received my emails versus which have bounced back? The idea is that a week after I send the bulk emails, I'd like to have two lists: One, contacts that
Export E-mail Attachments
We use the Zoho CRM 'Free' version; we'd like to be able to export / create a file for each application of the e-mail attachments for each record. So, for example, how can we create an export file of e-mail attachments for every record in Opportunities along with a reference to identify the Opportunity record each e-mail belongs to? Thanks!!
Export Attachments
We use the 'Free' version of Zoho CRM (and don't use Zoho Creator) - we would like to be able to export / create a file for each application that contains the attachments for each record in that app as well as the reference to which record they belong to. So, we'd like to be able to get a file for Opportunities that contains the .pdf, .zip, etc. files that belong to each Opportunity record. Is there any way to do this without having to download each attachment? Thanks!!
CRM Text Size.
Hi, I use Zoho CRM here in work and yesterday the text went very small. I tried to adjust it in the browser settings but when I put it on a set it to a size that made it easy to read the CRM pages the text was much too big on other pages. I've tried turning it on and off and logging out of Zoho and so far nothing has worked. Is there anything I can do? Thanks, Eoin.
Passback values
See this post. Need some passback values please on the web forms! Thanks https://help.zoho.com/portal/en/community/topic/webforms-passback
Is Zoho CRM down?
I am trying to open my leads and it appears that the system is down. How long will it be offline?
What if the internet goes down?
In such an event, is there some sort of offline mode? Or should we just work off of backups?
New to Zoho
Hi Everyone, I'm just new to Zoho. Our company is currently looking for another CRM System that can provide us everything that we need. Do you have any PowerPoint presentations or video presentations that I can use so they can watch it instead of taking time just to know whats the difference between this CRM system than other CRM? We are under educational institution. We will be needing system that can manage our student database, school database, call monitoring, orientation schedules (that should
Zoho CRM what are the free limits... eg how many customers,..
Zoho CRM what are the free limits... eg how many customers,...etc?
Separate groups of accounts, contacts & activities for different campaigns.
Hi there. I am running two campaigns for two separate clients concurrently. Is there a way that I can separate the accounts, contacts & activities for each of the two campaigns - i.e. to have a separate view of each? At the moment, if I click on "Accounts" on the main tool bar, it is a combined list of all contacts, from both campaigns. If there is an easy way to separate campaigns so that I can gain a clear view of the accounts, contacts & activities for each campaign, that would be fantastic. Thank
Importing Contacts, Products and a mapping between them
Suppose I have an excel file with the following fields: Name Email Product Quantity John ... Radio 1 Marc ... Radio 2 Tessa ... TV 1 Jessica ... Radio 1 Eddy ... Clock 2 Carl ... Radio 1 Carl ...
Convert e-mail to case
I have been browsing around on this forum but it seems there is no option to convert an e-mail into a case. Is this possible yes/no or only with Outlook? Seems not much of a CRM solution if it can not do this.
Adding attachments to multiple contacts
We want to make postal mailings to selected contacts (no problem there), and be able later to see what letter was sent to them, so I'd like to be able to attach within Zoho an electronic copy of the letter to the selected contacts. Any ideas?
Wufoo Info into ZoHo CRM
Is there a way to import WuFoo data collected from the forms into the ZoHo CRM. In other words can I automatically get my contacts from WuFoo into ZoHo? Thanks
Formula field
Hi, I am trying to automatically calculate the distance between to points by using the "formula field". The javascript for the calculation is this: var R = 6371; // km var dLat = (lat2-lat1).toRad(); var dLon = (lon2-lon1).toRad(); var lat1 = lat1.toRad(); var lat2 = lat2.toRad(); var a = Math.sin(dLat/2) * Math.sin(dLat/2) + Math.sin(dLon/2) * Math.sin(dLon/2) * Math.cos(lat1) * Math.cos(lat2); var c = 2 * Math.atan2(Math.sqrt(a), Math.sqrt(1-a)); var d = R * c; But i can not make it work. I suspect
About the new pop-up UI for posting Activites
When login a call , if by any chance after having entered all details, but not yet saved the form, if you click any other place in the screen , the log a call dialog gets closed and all entered data is lost ( same for Events and Tasks ) There should be a way to protect that Meanwhile, we created a Link at the lead level to open a second tab on the New Activity screen , but still need the complete URL including the capabilities to pass the Lead ID number if possible to open the right tab Ariel Segall
Email list of clients who are all interested in a specific service
Hi there, i was wondering if it is possible to overview a list of your clients who are all interested in a specific service . in my case it's eg. all client interested in finding a sushi-restaurants. I want to select those clients and send email in 1 action. In the lead set-up i have added a new field with optionlist (eg sushi-restaurant, steakhouse etc). regards, Michael
Using a setup someone else has
I know someone who has Zoho CRM set up pretty much how I want it, is it possible to take their setup and easily apply it without having to create all the things again. I guess that it would ideally be a case of taking the structure but none of the data and then repopulating it, but not sure if that is possible as it would be with something like Microsoft Access.
Web to Lead Form Not Working
We have a form setup on our site at www.burginconstructioninc.com/contact that is not working. We have redone the form and readded the code, but that has not fixed the issue. Customers are able to complete the form and click submit, but this does nothing and they are not added to Zoho CRM, nor are we notified that they completed a form. Please advise on a fix for this issue asap as we are losing prospects while this portion of our site is down.
ZOHO CRM:
How do I add an additional sales person user with out giving that user access to my personal pipeline ?
Attaching documents from an iPad
I want to add a PDF file to a customer account on my iPad. my PDF files are stored in my goodreader app. Is there any way to attach a PDF from goodreader to a customer account on my iPad? I an accessing Zoho through the www.zoho.com website on my iPad, not the mobile site (because the mobile site does not communicate with Zhoh on my desktop). Thank you.
need to assign one owner to many leads, but keep contacts with original owners, how?
hi, in my company i have 5 sales rep, each one made a lead from the same company, but each one has a different contact info, i want to assign 1 sales rep for each company, but i want to keep all contacts and with their original owner, for commission purposes, whats a quick way of doing it, step-by-step, thanks.
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