Reports within dynamic custom date range
Hi everyone, I would like to create a set of dynamic reports to help our sales people better manage their contacts with leads and accounts. Would it be possible to create a set of report with the following criteria? Leads If status of lead = hot then return report with all leads that has not seen activity for more than 7 days. If status of lead = medium then return report with all leads that has not seen activity for more than 30 days. If status of lead = cold then return report with all leads that
network share
Hi Is it possible to add a custom field, or have anywhere in a record where its possible to link to our own network share? Obviously we can copy and paste the share into the record but it won't be a clickable link. Thanks
Can you have a Workflow for sending a contact an email?
Hi Guys :) Know i can set a workflow alert that activates an email template to a user, role or group, but can i set a workflow that activates an email template to a contact?? ie: Workflow - New Potential Created with Potential Name - Product101 Alert- Send email template to Contact Name from Potential WOULD BE AWESOME :)
Exporting ZOHO contacts back to Outlook Desktop
Can you tell me if you can export clients from ZOHO CRM back into my Outlook contacts?
Using zoho crm Campaigns for reoccurring conferences
Hello, I am using Zoho CRM and getting used to the Campaigns section. They have a start and end date, but I was wondering if I can "reactivate" the same campaign once a year for reoccurring conferences or do I need to create a new campaign for each year we go to the same conference? Thanks, ~Seb
Keep Open Activities Showing in List View
In contacts / leads etc. the "open activities" field seemingly randomly loads closed. I'm sure this is somehow supposed to be a useful feature but it is the exact opposite for me, frustrating and confusing. Is there a way to keep that list view from auto-hiding, or any logic to when it decides it should not load showing? While I'm at it, the "back" functionality is incredibly confusing. I never know where I will be taken when I hit the Zoho specific back button, and of course the browser back button
Field from related table in report
Hi, In my Contacts, I have a look-up field which relates to Contacts. So there is effectively a contact related to a contact. In a report, I want to show a specific field from the related contact table, and not just the contact key (which is the Contact Name). How do I do this? Thanks, Anders
Putting account or contact info directly into a potential
I am looking to do something that I am used to in SaleForce, although I am fairly certain we needed to do a bit of customization to have this functionality. When I am looking at the potentials list, I would like to be able to see what country the potential is in, so that I can plan my calls around the appropriate time zone. I can see that I can add a custom field to potentials for the country, but I'd need to add that info in when I create the potential, and I don't see any way to pull that information
Zoho CRM nominated for the Sleeter Group's Awesome Applications Awards!
Zoho CRM has been nominated for the Sleeter Awesome Applications Awards for 2012-2013. The award is organized by Sleeter Group to recognize the application that has made a significant contribution to users in the cloud and mobile apps space. If you think Zoho CRM has made a significant contribution to your business, head to the Sleeter Website to cast your vote. Voting ends on 28th September, 2012. Thanks, The Team Zoho CRM
Custom profile question
Hi, I am trying to set up profiles for our receptionists so they can view only the basic details of both accounts and leads and not edit any info. I can manage this part alright. However I do not want our receptionist to see the notes entered. The checkbox to make notes visible/invisible is locked when editing profiles. Is there anyway around this so a user of the profile can see very limited fields of Accounts and Leads (i.e. Account owner, phone number, address and nothing else)?
adding a contact field to a report
I would like to have a report that shows both the account and the contact associated with the account. It appears that you can't add a contact to any account oriented report and visa versa. I am currently making do with the Open Potentials report but have to manually add the contact name under the Potential Name.
Leads - field for last update
I would like to create a list view of leads that shows the date of last communication. This would let me create a call/email list of everyone who hasn't responded within the last 3 days, etc. Can I add this field to the leads (and potentials) list view? thanks
Need help understanding importing xls feature
Hi, I need to import my leads from an existing xls file that I am currently using to track customers. I've read the online help and have a bit of gray area. There's a table that states the mandatory fields, but I'm not sure how this works, is there an exact picture example what this looks like in excel? Do I have to input the fields in the exact order as shown? Why are there multiple columns in the table with multiple mandatory fields? I'm hoping I can just plug the field wherever my column is.
Exporting E-mails
How do I export my customers e-mail addresses?
How do I edit the attached
Specifically the part saying "Won Placed Business" This appears automatically Many thanks in advance
Converted Leads Creating Two opportunities
Starting last week sometime, we're seeing that when we create opportunities as we convert Leads to Accounts (we call them opportunities... can't remember what the original Zoho term is) they are often being created twice as opposed to once. Any idea why this may be?
Attaching to Lead or Contact
It would be great if Zoho had a ability to attach an email to a Lead or Contact . When I receive invoice or some information about client's delivery I could just attach it to the Lead or Contact (the Client) this option is available in Sugar CRM I noticed that Zoho is much better but it's strange that that option is not avalible.. Thanks.
I can't add a custom field?
I am trying to add a field onto the Leads page, the details of it are below; Label: State Section Name: Lead Information Length: 20 Also create for: Nothing Upon clicking save I get a message: "Field in the specified label already exists for Leads" I know for a fact there is no field in Leads called "State". I have looked on the edit fields page, as well as edit layout page. This is not the first time a message like this has come up. Can I use a field, called "State", in the Leads page?
Display orphan options
Hello, In reports how can we display the orphans options ? Thanks Nono
DOES NOT FILL ADDRESS FROM ACCOUNT/CONTACT TO QUOTE FORM ADDRESS
Hi, i need to fill each time address to quote form..probably exists an other process. Thanks
Importing first and last names of Potentials
Hello, I am trying to import an Excel file of Potentials and I can't seem to map the first name and last name fields during the import process. Am I doing something wrong or is this option not available? Thanks in advance for your help, John
Web form that can populate a Product instead of a field
I run a SaaS business and we have tied Zoho CRM to the subscription sign up process for our service. The process is straight forward. When a new subscriber signs up I want a new lead record created in Zoho that shows what subscription plan ("product") they signed up for. The problem is that I only see custom or existing data fields that I can add to a web form. I can't add a product from the product module to a form.How do I do this? Does this need to be done with the developer API?
importing selected emails to accounts
We want to be able to import selected emails using either Google Mail or Apple Mail so that they appears as tasks within an Account or Potential record. Is there an easy way to do this without converting to Zoho Mail?
Reporting on Last Update
Hi, Just below the top right hand corner of my screen underneath the search box there is a section called " Last Update: " I was hoping somebody could tell me if I can run a report on this? Regards, M
Close My CRM Account
I want to close my CRM account, but not my Creator account - how do I do this? Thanks Martyn
How do I close a case?
Hello all, I hope someone can help me out on this one. I have had to customize significantly the different modules to better match our company needs and work flow. I have customized the case module and now lost where we go to close that case when it is complete. Any help would be appreciated. Lance
Help Uploading Customers/Leads to Zoho and Quickbooks Online version Integration??
I just signed up with Zoho. We use QB online. Is there a way to integrate Zoho with QB online version? and.. I would like to hire someone to do the integration or upload the customer and lead data to Zoho.
How can copy addresses from Accounts to Contacts?
I imported hundreds of records to a new CRM yesterday. My import included Account addresses, I did not import addresses for the Contacts. Now I want to see the Account address on the Contact page. I want to copy and paste, but ofcourse doing this manually will take forever. I am looking for an efficient way to copy the addresses from hundreds of Accounts to hundreds of Contacts. I'm thinking the Sheet View can help me, but I don't know exactly how. Any suggestions will be greatly appreciated. DJ
E-mail handling
I have noticed that there are a number of questions, requests and issues concerning the various e-mail handling options (Gmail, Outlook and Zmail as well as Thunderbird). I think that it might be worthwhile for the ZCRM team to take a cue from some of their competitors and offer a different way to handle e-mail. A number of ZCRM alternatives don't even bother with specific integration with individual mail clients or services. Instead, they have developed a method where by simply adding a unique e-mail
How do I customise the Open Tasks component
How do I customise the "Open Tasks" component on the home screen dashboard ? I want to be able to change the column headings shown and make it events for the current week and next week. Thanks
Different types of Sales Orders?
Our company sells a lot of completely different products. When filling out Quotes, Sales orders and Invoices I don't want to go through a big list of irrelevant fields. For example one department selling and setting up websites, another organising printing of banners, posters etc. Perhaps a way to make certain fields invisible to particular users? I don't want to buy a different Zoho account, as we contact many of the same clients. Please get back me if anyone has any ideas. Thanks in advance.
Can I make logged calls list on an Account page?
It would be very helpful to list recently logged calls on an account page similar to how notes work. Alternatively, could I make a sort of system to copy the description from logged calls over to a note automatically. We could manage simply manually copying the description, but if we could streamline our CRM it would be helpful rather than double our workload by writing notes twice.
Please explain on these arbitrary Credit Card charges by Zoho
Look - I know this is a private account issue, and ideally shouldn't be on a public forum. But if Zoho has nothing to hide, I'm sure they wont mind. I just got my credit card statement -and almost fell down when I saw the many charges from Zoho. I am pasting below. Can someone from Zoho PLEASE elaborate? 30 Jul Zoho Corporation 925-9249500 CA 278.61 U.S. Dollar 33.00 - What is this for? 06 Aug Zoho Corporation 925-9249500 CA 1 311.02 U.S. Dollar 156.00 - Subscription 13 Aug Avenues India Pvt Ltd.
Another way to invite to CRM?
Is there another way that someone can join our company's CRM other than via email? Perhaps a website link?
Custom fields linked to external folders
Is it possible to link using HTML a field residing in the CRM to an external directory on the network. I would have thought file:/// would work, but it doesn't . Any help appreciated
Expected Profit based on Expected Revenue and Probabiliy?
I really like the expected revenue based on probability. I think it's a realistic way to see the revenue pipeline based on what stage a potential is at. i would, however, like to also create an "expected profit" based on probability too. example, i have a $100K potential with a 10% profit margin that is 50%. The estimated revenue would be $50K thus the expected profit would now be $5K. It would be a great way to quickly see a realistic free cash flow for the forecast report. Any ideas on how
Replacing Chinese pick list values
All the pick list values in Zoho CRM have defaulted to Chinese text. Is there a way to change them to the English defaults? I could go through them one-by-one, but that will take hours. Alternatively, since I just started using the system, can I just reset it so that the database is initialized with the English defaults? I changed to Locale to the USA, but that hasn't changed the pick list values to English. Thanks!
Task reminder Notify email not working
Though I have my email correctly entered in my user profile, the Notify Email of Task Reminder does not seem to work at all. Is there anything that needs to be defined elsewhere? Is there a way to test whether sending mail from this feature works properly? Also, how can the time of sending be defined? ie: If I need to call back my customer at 9pm next Friday, I need the system to send me a task reminder email at 8:45 for instance. Since the task reminder form does only include a calender but no time
unc path
Hi Is it possible to have a clickable link to a network share on a CRM record? Thanks
unc path
Hi Is it possible to include a unc network path link anywhere in ZOHO CRM? i.e. a link to a network share to add into a record? Thanks
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