Report Buttons Not Working
Our company has a Professional subscription and recently we are not able to access the following buttons/functions on the Reports tab: - Create Report - Create Report Folder - Report Scheduler We also cannot expand the "Account and Contact Reports" section by clicking the "+" sign. We are also unable to access the "Configure Zoho Reports >>" link in the upper right corner of the Reports tab screen. When I check the profile settings, I find that all options for reporting and dashboard are missing.
How to add PHONE number to the Activites view
This just seems like something so obvious and I can't believe I can't find it. When I add a TASK for a person that I want to call back, I'd like to be able to see that persons PHONE NUMBER in the actives list. Ive added every field possible in the views, and the best that it gets is the person's name, but not their phone number. I'd like to be able to just print my tasks, seeing the person I need to call back with their phone number. Is there a way to do this in the FREE edition? thanks.
Convert Potential back to Lead?
Forum Community - I can not figure out how to convert a closed potential back in to a lead. For example: a "lead" was called on and converted in to a "potential", the deal was lost but we need to put then back in to a "lead" to follow up with in another 8 months. How do we do this? Thanks in advance!
Help on Zoho CRM - Activities and Lead Conversion
I have few Questions on Zoho CRM - 1) How do I import Activities from another CRM into Zoho CRM? I don't find any Wizard there in Zoho CRM. Even though I create activities manually, attaching calls/task to Leads/contact is very cumbersome. Is there any clean way? 2) In detailed edit mode of Contact using "Organize Contacts Details" , why can't I use "New Products"? I have only "New" Potential and "Add" Products. 3) Is there any way to add customization while converting Leads into Contact and Account
Lead craetion as per location.
Dear Zoho team, how do you categorize leads as per territory ?
Template or pop up info in Description field
Hi, In the Description field, I would like to "remind" the users what I expect them to fill in. Is there a way to have this attribute have a pre-defined template or have an information window pop up when scrolling on 'Description' label? Thanks, Adi
How do I change a contact to a lead?
I uploaded a bunch of csv files into Z-CRM. They are now all contacts. I am beginning to understand that Zoho uses a different workflow for leads and potentials and contacts. With this in mind, how can I change a contact into a lead or a potential? Thank you, -Dan
Web-to-Lead: success message
Zoho support team, We have the web-to-lead form working fine, and are already getting the data in Zoho CRM, but on pressing submit, it just takes the visitor back to the home page. How do we add a success-message to the HTML code, so that after clicking submit one also gets to see some sort of success message (thank you message) etc? Appreciate your attention. thanks
How do you convert a group of leads into events?
We are trying to convert a group of 30 or more New Leads into Events. It is only allowing to Mass Update them into Alerts but not Events. Is there anyway to set an event through a mass update?
Page Layout - How to remove/change related info?
Hello,In the 'Potential' page view after the sections for Potential information, description, notes and stage History I get a list of related records types. For example: Competitors, Attachments, Open Activities etc. How do I control these (remove or change order of them)? Thanks, Adi
Best way to add a sales visit to a contact record
I have used other CRM's and I am now setting myself up in ZOHO. What is the best way to record a sales visit with a contact. I see sales call, but no way to easily record a visit. As a work around I created a picklist field under event so that I can show a visit, but I am betting that there is an easier way.
Error in importing leads
Hi, I am trying to import leads from an excel sheet and I don't get any error message but no of records imported/ignored/skipped all are zero (0). But when I look at the 'Import History' I see the import has failed. Is there any location or message on which column the import failed or which value triggered the crash?? Thanks.
Image container on Products in CRM
Would anyone like a image field for products, similar to image field for contacts?
Import Leads Create Date
When I use the migrate from CRM import function, I am unable to get the leads to import with the correct create date. Date format in data file is: 2005-12-31 Would prefer to not have 3000 leads with todays date....
Show lead name in activities
I have a view to show upcoming activity and can display everything apart from the lead name. I can only show the contact name. Is there a way to add this or should I discard my leads and just add everybody to the system as a contact? Thanks
Web Links in Custom View
Hello, I am trying to get the Paramaterized Web Links (under customizatin) that you can create, in a custom view, but those data fields aren't showing in the Customized Fields list so I can add the field to the custom view. Am I missing something? Thannks
How can I email Accounts???
Hi, I would like to be able to mass email ACCOUNTS exactly like how I can mass email potentials. As it stands, I cannot do this. Please help, this is important to our operation as sometimes our servers will go down and we need a way to mass email the accounts/clients on those servers.
Setting up a designed email template to send one at a time to leads
What format is used? Will an html template work? How is this set up in zoho crm? Thanks
Newbie...Introducing myself
Hello to the Forum, I am a brand new user of Zoho CRM. I am coming over from Highrise. And plan to also use Zoho Recruit in the very near future. I wanted to introduce myself and say hello to all. I expect to be on this forum quite a lot as I ramp up on the Zoho Suite - specifically CRM. With that in mind, let me begin by asking for three things... 1. Forgiveness and patience. It is inevitable that I will ask questions that have already been answered. I will try to search the forums first, but sometimes,
Stay in Touch Feature
I am unable to determine if ZOHO does or does NOT support the stay in touch feature, allowing to send an email to leads and contacts with a link enabling them to update their own information. Can someone tell me if this feature exists? If not could someone tell me if this could be developed through API? and if so does any one know a good API pro. Many thanks for any information, lead, hint, clue leading to clarifying this important feature for a CRM platform
Get information from one module into another
Is there any way to pull an e-mail field from a different module. I have leads with a vendor assigned to them. I want to set up notifications that will be sent out to both the lead and the vendor associated with the lead using a workflow. I have created a look up field and am able to pull the vendor name from the vendor module, but is there a way to pull the the e-mail form the vendor module so i can cc them on the auotmatic notifications being sent to the lead?
Is it possible to create a report that shows the number of worked days filtering by Month ?
Good Morning just upgraded to Professional edition, we made a lot of customizations to the potentials form, we are an aerospace consulting firm and we need to keep track of also the worked days of our consultants, so we added some custom fields to the Potentials (Project Start Date, project end date and duration (Formula) that obtains the difference from the first two entries. Is there a way when to generate a report to show the duration or worked days for a specific moth (e.g I have a potential
Stay In Touch
Hi, Do you have immediate plans to incorporate a stay in touch feature or a app like plaxo which will allow the option to send an email to all contacts that ask them to review the contact info I have and update any missing or new info? Thanks and I am loving ZOHO! ppotratz
Email from Potentials
How do you send emails directly from a Potential without having to go through to Contact? Thanks, C crawfurd
Outside Sales
I am using CRM for my outside sales force. Unfortunately, the only way to track things that I have found are through task, meeting or call. In outside sales, we need to track more - a stop by / customer visit, unscheduled phone calls, etc. Just curious - would love to get some input from others' that are using this for an outside sales force. Thanks
Copying a field value from Vendor to Contact on every update
I have a custom field in the Vendor table, which it is important to be able to search on when looking for specific Contacts. It is therefore not the Vendor Name field, which is present in the Contact table, but another field in the related Vendor table. Since this it is not possible to add this field to the Contacts search form, my idea is to copy the value of the custom field on the Vendor, to another custom field on the Contact - automatically on Vendor Name update, through a workflow. In this
Using an Accont Alias Name for easier locating
We have a lot of customers that have either changed names or have been acquired by larger companies. Is there a quick and easy way to have an alias name for companies so if we search by a new company name or acronym they will appear in the search results?
Look up selection does not work with chrome browser
The look up option does not allow you to select any options when using Google Chrome. You can select the look up box and the box with the look up selections appears but you cannot select any of the options. This has happened for many months. Basically I have to use IE to populate look up fields because I cannot do it with Chrome
How to make field from the Account level always visible at the Contact level
Hi, I would like to make a specific field from the Company/Account level visible at the Contact level for our support team. When we take support calls we need to quickly determine if the Company/Contact is currently on maintenance/support. When an individual calls in for support we look them up and associate a Case to the specific person. Is there a way to be able to see if they are currently on maintenance from the Contact screen without having to click and load the Company/Account screen? Basically
How to make field from the Account level always visible at the Contact level
Hi, I would like to make a specific field from the Company/Account level visible at the Contact level for our support team. When we take support calls we need to quickly determine if the Company/Contact is currently on maintenance/support. When an individual calls in for support we look them up and associate a Case to the specific person. Is there a way to be able to see if they are currently on maintenance from the Contact screen without having to click and load the Company/Account screen? Basically
Lead Nurturing / Time Based Workflows
Hi There, We have been using Zoho for about 4 months now. We are currently on the standard edition. I am looking to take our lead nurturing / follow up to a new level - as currently on the standard, we are missing the opportunity to target leads, that have not responded on the first contact. I believe this will be covered under time-based workflow rules? My question is - can you point me in the right direction so I can learn what Zoho has to offer in this regard. Besides Lead Nurturing, I am looking
How to track referrals . . .
Is there a way to track referrals inside of Zoho? For example I have lead "Jim Smith" Jim refers 4 new clients to me. I would like to be able when I click on the lead "Jim Smith" see a list of the 4 new clients that he has referred that I could click on and be taken to the full record for each of the 4 new clients whether they are still leads or have been converted into contacts.
Linking annual revenue field to potentials won
Is it possible to make a link between the annual revenue field for an account and potentials that have been closed and won? So that when you mark a potential as 'closed won' it updates the annual revenue field? Thanks
Where to import a company I would like to contact . . .
I'm new to Zoho and looking for some suggestions. When I find a company that I would like to contact where should I put that into Zoho? Should it go into the lead column? I usually come across a couple of companies a day where I think, "I would like to contact them in the future" but I'm not sure where to best put them. Thanks,
Error 4401 on insertRecords for Notes
Hi, I can run getRecords and updateRecords - they work just fine. But I am not able to add a record to Notes with insertRecords. I get "4401 Unable to populate data, please check if mandatory value is entered correctly." I am posting to https://crm.zoho.com/crm/private/xml/Notes/insertRecords, set scope=crmapi and authtoken to my token, and xmlData to this: <Notes> <row no="1"> <FL val="entityId">412044000000974232</FL> <FL val="Note title">Status update</FL>
Address field for organization is not long enough
Hi All, The address field for organization settings is not long enough. Is it possible to customize it for our organization? Please advise. Thanks, Shyam
Is it possible to customize organization details to include info like VAT TIN etc?
Hi, Is it possible to add custom fields for organization to include info like VAT TIN and Sales Tax ID no.? We then need it to be mentioned in our custom template as part of the quote, sales order, invoice. Please advise. Thanks, Shyam
Is it possible to customize and show discount % for line items in quotation?
We have quotations which need to show discount and tax % on each line item. Currently, we customized it to show only disocunt and tax amount. Is it possible to show %ages instead. This is a blocking item for our organization and cant use the s/w without this ability. Is there an easy way to get this customized? Thanks, Shyam
Web Link URL that has spaces
Hello, WHen I create a weblink of a contact to another URL, and set the Query string to have the Company, it doesn't convert - "ACME Inc" to "ACME Inc" Instead it does ACME+Inc Can you fix? Needs proper URL encoding I would think (Under customization, links, create link)
Service based Customer records
Hi, We are fairly new to ZoHo suite, and at the moment we are finding it an excellent product for our business management. we are using support, books, campaign, project and of course CRM. One thing I want to query is how to best setup our client service products in CRM. We are a website hosting business so we have accounts that pay us a regular amount to host their site and manage other services. I want to somehow record what service they use under each account, and details pertaining to that
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