Tasks and Events default export to Google calendar
Is there a way to have every task and event default to google calendar export. I would specifically want it to do so when I run a macro to schedule multiple task over several weeks or months. I want the task to appear in GCal. Scott
web-to-vendor
We are making good use of the VENDOR tab to keep clients and suppliers separate. However, the vendor contacts end up in our client contacts again, so not sure what the use of vendors is in the first place. Anyway, we want to have a web-to-vendor form,,, should be easy as web-to-lead and web-to-contact are already there. Please add this function. Thank you !
Pulling a report showing the content of emails
Hi there! Is there any way for me to pull a report that will include the body contents of the emails associated with the Lead, Contact, or Potential? I need to be able to run a report that shows what emails were sent in the last week AND what the emails said. Does that make sense? Sorry, it's a little difficult for me to put into words obviously. Thanks in advance for any feedback.
Zoho is duplicating accounts, when adding new contacts to the account
Why are the accounts being duplicated when I add another contact to the account? Are we only able to have one contact per account?
Scanning business cards into Zoho - am blackberry user
I am a new user to Zoho and looking for a way to scan business cards into Zoho that I will then sync with my Blackberry. I'm currently using Gmail contacts on my blackberry and desktop. I've got a large number of cards that I want to be able to scan.
Zoho task re-schedule won't show calendar
Hello! When you first make a task in Zoho, it's all good and easy. You put a reminder, choose the date in the pop-up calendar and it's good. When it comes to re-scheduling the task, there is a bug that when you press on the date, the calendar doesn't work. This has been going on since I began using the software 4 months ago. It's true for every re-schedule or date change event. Attached a screenshot of the problem. Windows XP Browser: Version 22.0.1229.79 m
Sync with ZOHO calendar
I entered a event on the new ZOHO calendar - does it sync back to CRM? I like the new Calendar much better than CRM calendar. Please advise if they are suppose to two-way sync.Yes, I have subscribed to my CRM calendar. Thanks
email field on accounts module
Hi we do have a email field on contacts but not in accounts module. when i look into account details, i would like to see the email address of the contact of that account. is there anyway to do it? actually i would like to have a filter on the accounts which have a contact with email address? i am unable to do it. Thank you very much Regards Umut
crm versus access, which product is right for the following setup?
Our company was using access to track products and pricing, but sometimes customer are given a price that will expire after a given amount of time (as the product is purchased by us at new price). So what we would like to do is input products, customers, and be able to assign date specific prices to the products and customers. Custom quotes that can expire you might say. Does this seem like something that can be done within the CRM app? We would like to switch to this web based approach and get off
Is there a way to add the Contact and the Account field to the Activities layout view?
Right now columns are: subject; due date; status; priority; and activity type. If I could add the associated contact and account field in columns and have it appear also on the mobile version that would help quite a bit. Thanks in advance! AJ Question: Is there a way to add the Contact and the Account field to the Activities layout view?
Not able to send emails ... "Unable to connect to SMTP server Reason : connect Timed out"
"Unable to connect to SMTP server Reason : connect Timed out" Password reset Done .. Account Disabled and Enabled Done.. Still receiving same error Thanks
Anyone want to comment on competitor tracking?
Greetings How are people tracking competitors using Zoho CRM? Would you care to share? We try to keep an eye out on what our competitors are doing and would like to track the information as we gather it... how would you do the same in ZohoCRM? Maybe the support staff would like to comment? dgd
Workflow Rules triggered on Mass Delete and on Using Macros
We have been constantly improving our Workflow Management feature by introducing Time Based Actions, Workflow trigger on Delete, and Workflows for Activities Module. To give a better user experience and to address our customer requirements we have released a few more enhancements: Earlier, workflow rules were triggered if records were individually modified. Now, Workflow Rules will also be triggered for records that have been modified using Macros and Mass Update features. In Workflow Alerts, you
Work Flow Rules
I'm new to Zoho and this question may have been asked but I could not find it. I'm trying to wrap my head around work flow rules. If you change a workflow rule how does that effect in my case the current leads under the rule? Example I have rule set to send an email out 2 days from entry date, I change my mind and want to go one day from entry? What happens the current leads under the a work flow if you add addtional timed activites? Example I have several marketing emails set to fire 1,3,
HTML 5 and Web-to-Prospect form fields
I'm trying to use the HTML 5 date picker instead of a regular text input field for a web-to-prospect form. But nothing is getting passed into Zoho CRM. If I change it back to a regualr text input, the data gets passed just fine. Do you guys support HTML 5 in your forms?
Workflow - Field update from child to parent module
I created a workflow to update a field in the "Account"-Module when a field in the "Potential"-Module is edited. (when Potential stage is "won", change Account field "rating" to specified value). Zoho support told me that its not possible to update fields cross-module. But in Zoho help-section is written, that its possible to update from child- to parental modules. Custom fields are not supported by now. Did anybody create a similar Workflow - which also worked? thx Bernhard
BUG REPORT mail merge templates in Writer
Mail merge templates created in Writer using the Potentials module won't allow using Lookup Fields from any of the modules associated with the Potential. The search type fields simply do not appear as an option to be inserted in the document. This is a problem, as many fields are of the "seach type" in CRM, linking one module to another, and therefore one cannot use mail merging using those fields. We detected this bug a long time ago and are surprised to see it here still. Please verify the bug
zoho crm setup
Hi, Our company (A) is currently using zoho crm and books which has 3 members. Currently, our company would like to setup a subsidiarity (B), which shares of 2 of the 3 members from company (A). A,B will not share the customer data base. My question is, how should we setup up the zoho crm structure?
Global Search
I enter a new task. The subject is "marketing ideas" Later I want to edit the entry. I type "marketing" in the global search field and nothing is returned. I go into Task and scroll through the listings. Sure enough "marketing ideas" is there. Why isnt the task showing up in search? How can I fix this? Thanks.
delivery date per product line on purchase order + follow-up invoice
some basic requirements : How do you define the delivery date for each line or product purchased by a customer. How do you update the real delivery date in the order ? Can we issue of delivery bill ? How can you find out which line of order are not yet delivered ? how do find out which line of order has been shipped but not yet invoiced couldn't find the fields and the set up thanks Daniel
How can i change to % the sales comision and which is the correct process
Im having problems creating a lead and follow a process thru campaigns, budgets and clients orders, how can i link into a one process?
Creating a Report for Subscription
Here is my scenario, hopefully I can explain it well. We offer subscription based meal services. We are currently using Potentials (Start & End) Dates to monitor these. I also have a daily report which runs and is sent out to our Production facilities. My issue is such: It is possible that Start Date is in the future, for example today is October 14th, my start date may be in the future for example October 16th. I don't want it to show on my report for October 15th, but I cannot figure out a way
Date criteria by week?
We tend to keep track of things by week around here a lot, and I was wondering if it's possible to set search criteria for the previous calendar week. (Actually Saturday through Friday, rather than Sunday through Saturday if possible.) Obviously, the last 7 days is manageable, as is just rewriting the criteria each week to specify start and end date, but the ideal for us would be to have a way to filter, for example, closing dates in the previous calendar week automatically.
New Lookup Fields Needed to simplify use for ZCRM Mobile
As a salesperson I am often on the road and I use the Android App frequently. One of the aggravations I have is that it is not possible to call a person directly from a Potentials record. Instead, I have to select the contact name from the record and then initiate the call from the contact record. Then when the call is complete I have to modify the call log to associate the call with potential. I have to go through a similar process to send an e-mail from my mobile device. This process adds a number
Email notification when task is due
I know that Zoho will send out email notifications when tasks are assigned, but is there a way to trigger an email on the actual due date? I think such a feature would be very helpful.
Add multiple contacts or leads to a single event
I know this has been asked in the past and roughly three months ago it was mentioned that it would be addressed in future updates, but I'm hoping the more we discuss it or bring it up, the faster it will be addressed. It would be beneficial if we cold make this happen. We currently have the ability to add mulitple "invitees" to a single event, but the event will never show up on the "invitees" record, only the original record where the event was created. This means a completed event will never show
Closing Cases
Hi, I've been using Zoho for a little while now and I'm having trouble viewing all closed cases when I select the view option. All activities are closed within the cases and the case itself is marked as closed but it shows in the open cases. I have a couple cases listed as closed when it's still "On Hold". The "On Hold" cases don't even have activities in them, and I have other cases that are open without activity and is not shown as closed.. it's mixed around and is very confusing. I would think
CRM Leads - Email Client selection
Hi If you are in a Lead view and you select the email address of that lead it opens your default email client to send a mail. Using the 'Send Mail' option at the bottom of the 'Emails' Section it uses the ZOHO email interface. Is it possible to have both using the default client? If the default client is used I suspect the mail that is sent is not added to the Email history within ZOHO...? Thx Tom
Zoho CRM case to contact
1. I use zapier to sync data from gmail to zoho crm. Is it possible that when I sync an email to create a new case it will also create a contact automatically. 2. Are there ways to automatically create either lead, contacts or case when there is an incoming email? Thank you so much
Zoho CRM case to contact
1. I use zapier to sync data from gmail to zoho crm. Is it possible that when I sync an email to create a new case it will also create a contact automatically. 2. Are there ways to automatically create either lead, contacts or case when there is an incoming email? Thank you so much
Mass field Update
I have a large list of accounts I wish to update the description field for. The text is saved in an excel file. Is there a way I can update this field without making a brand new account.
App closes when editing date in past event (iPad app)
I have duplicated this several times connected to wifi or not. If I try to edit details or change past date to a future date in the events tab, as soon as I choose the date & hit save, the app shuts down. No information is saved when app is opened back up.
Answering a customer case (trial version)
Hello, I am trying Zoho CRM using the free version. I cannot find the "reply per email" on a case. A case is created for a specific customer and notes are added. I now want to reply to this customer with an answer. The only way I can do that (as far as I see) is by clicking on the email address of the customer contact. That opens an email window. But the subject and the body of the message is empty. I want to populate the subject field with the case number and case description. I want to populate
Email Access Count
Hi We have just recently migrated to zoho CRM from another CRM system. One useful function to us from the previous CRM system is to be able to see if the email sent individually for a single lead have been opened and if it is, how many times it has been opened. At the moment I'm not perfectly educated about zoho CRM functions but I know it is present in zoho campaigns. We only need to see how many times the email has been opened by the receiver if it was received and would be great to see it in
Data loss during conversion
I have multiple leads that I need to convert and associate with one account. Let's say I have fields A and B filled in with different values on each lead, and this data is supposed to move to fields C and D for the new account. Zoho will only keep the data in these fields from the first lead that is converted, and will not update the values nor store them from what I can see. The lost data is not in the recycle bin area either. Is this stored anywhere in the CRM?
Zoho CRM for iPad
We are very happy to announce the release of Zoho CRM for iPad. With this native application installed in your iPad, you can access the Leads, Accounts, Contacts, Potentials, Tasks, Events, Calls and Cases modules. How do I start using this app for iPad? Start using the app in your iPad in three easy steps! Purchase the Mobile Edition licenses Activate it for the Zoho CRM users Download and install the Zoho CRM app in your iPad and start using! Do try this and keep your feedback coming in. Read more
How do I categorise customers in Zoho CRM?
We have many different types of customers for the same products. It would be useful if there was a way of categorising customers so that we could report on invidiual customer groups. There does not seem to be this option, but I am a new user so I might be looking in the wrong place. Is this possible? Thank you!
Reassigned leads lose activity history
We have reassigned some leads created by a sales person who has left to a new salesperson. When the new person looks at the leads they cannot see the closed activities (tasks) created by the previous user. How do we make sure these are visible to the new person?
2 Quick Questions
New user here...so a couple of quick questions: 1. On the home view I have it set to show Contacts, Leads and then the Tasks section takes up the entire bottom half of screen. I see a list of the tasks but not which Contact or Lead they are associated with, and since many of our tasks are repetitious it looks confusing to see the same thing listed over and over. Is there a way to show the Contact or Lead name as one of the headings? (right now those headings are Task, Activity Type, Start,
Lookup a custom field
Can I set-up a lookup field to find a custom filed in another module. For example in a Quote, I want to lookup a custom field called: "Customer Ref No" instead of the standard subject field? When setting up the lookup field I only get to select the other module, i.e 'Account' and it selects the standard field only. If not possible could I setup a look up statement to say if field = Account name then input the the Account Ref Instead?
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