Tracking IP address in web-to-lead
Hi, Is it possible to track the IP address of the web-to-lead sender? I use the IP in my analytics program to determine how the lead initially found my website. Thanks in advance, Gustavo Arizpe
Total Record Counts per Module
Greetings, I would like to know how many leads are in my system in total. All reports seem to max out at 2000 records, is there any method for easily showing my total record count in a given module, or per CRM instance?
Iz ZOHO CRM down?
Hello, is Zoho CRM down? we are based in Hong Kong. It takes a very long time to load.
Best way of handling multiple transactions per order in Zoho CRM?
Hi, We have many use-case scenarios where orders/leads have mutliple transactions next to them. For example the total value of a lead may be £1000, but the customer may pay in 4 individual transactions of £250. What is the best way of recording each individual transaction in Zoho. At the moment we have a field that only handles whole payments; we have set-up under each order the following fields: Payment Amount, Method, Date Paid We have cases where some may be 5-10 instalments so to replicate those
Moving data across modules
Hi, Couldn't find anything on this so here is my problem. I have been using Zoho CRM for years now and I have hundreds of accounts setup with a lot of data stored in fields within the Accounts module. We are looking at rolling this out across the company but it may require us reducing the amount of data we are storing under the Accounts module and storing it under the Potentials module instead. Is there any way of moving data AND data fields across modules without losing the data, either by a
Allowing openers and closers to view the same contact
In my organization, we have 1 room of openers and another room of closers. If an opener converts a lead to a contact, and assigns the contact to a closer, how does the opener monitor where the process is for that contact only? I don't want other openers or closers to see those records. Only the person who opened it and the person who is closing.
ZCRM Importing Contacts still Problematic
Hi, I though this issue was gone. It's fine to build new contacts live because it's more work to getting the import field accurate. The excel name field for the Mailsuite is entirely different that what's needed to import. The field mapping can be unnecessary if Zoho would have simply created a downloadable excel template containing the first row as the header row. End-users could easily fill in the excel sheet then upload it without delays or problems. Thank you. Mario F. Stevenson
Tabs changing order
Hello, We have been testing ZoHo CRM and I have set up a custom order for our tabs. Recently the tab order is changing based on the most recently used. Did I change a setting somewhere to make this happen. Anyone know how to get the tabs to lock in place again? Thanks
show date and last edit email template
https://crm.zoho.com/crm/setupInner.do?page=Template.do?step=showAllTemplates&tab=template&in=emailtemp We want to know which templates are being used most by our staff. Zoho CRM does not provide for that function. Please implement.
Can't manager our subscription. Nobody answers for a week!
Dear Zoho CRM Team, I'm stuck and don't understand what's happening. We have been writing you requests for a week, but nobody has answered yet. We sent messages to all related emails, three (!) times. We sent mail to escalation@zoho.com We requested SpeedLane call as paid customer. NOTHING happens. NOBODY writes, calls, comments. What is happening? Why we just can't manager our subscription anymore? How can we pay? Thank you. P.S. I'm afraid this post would be unanswered too.
BUG workflow on activities wont' trigger
We just tried the new feature of workflows on the activities module, already discovered some bugs: We created a workflow to trigger after a task has been marked as “completed” and send a message to the original creator of the task. If the task is closed from the related items section of the contact, the workflow doesn’t trigger and no message arrives. If the task is EDITED, the workflow triggers, but not consistently. It only worked once, after multiple attempts and several tasks created. Hope you
Associate Contact with Company
I'm trying to make a really simple contact manager. I just want to manage relationships with investment bankers. I'm connected with probably 500 contacts between 200 companies. I just need to track super basic contact info and a couple sentences of notes. How should I do this to minimize complexity?
date formulas?
Looking to make a view, I want to show items where the modified date is withing the Last XX days, for example Last 14 days. What is the syntax to do that in Zoho? I cant find anything in the help files about it. thanks
Is there a way to put the Tel. no. on the Log A Call page?
I keep having to manually copy the tele no on to a field in the LOC page, when what I really want to do is just point and shoot; I don't have the autodialer set up yet, but may in the future. Any way to put the no. is a convenient spot? Thanks very much.
Monthly Report/Chart
I would like to create a report that shows the number of leads created in a particular month from a particular source. I would use this to evaluate our lead generation activity.
Designing zoho crm
Hello, I am using zoho CRM. I want to have more friendly interface for users, putting only fields required by user needs and rights, having possibility to insert links like "create an option" wherever I want... etc... how could I do that ? I do not want to create an app, zoho crm is fine I just need to optimise the interface. Thanks Nono
General Report
Hello Is there a way to create a Report by date that shows all activities ( Leeds, Accounts, Contacts, Cases, etc ) within our business CRM application ? I'm using the Free version of ZOHO Suite. Thank you, dmexboy
How can I add Quantities in a quotation (Any Formula)
Hi I have three rows in Quotation I want to show this total Qty in Print Preview. How can I write the formula for this?
Help Searching for Leads in CRM by Email
I have a large CRM with 10's of thousands of email addresses. I recently received a list from another one of my marketing tools and I want to cross reference it with my CRM leads. I have a list of 3,000 email addresses I need to find in my CRM. How can I search for ALL 3,000 leads at once? In a perfect world, I want to simply run a search that allows me to search any email field that contains johndoe@gmail.com, suziesmith@aol.com, bobbyjones@yahoo.com, etc... (X 3,000 leads) The only way I can figure
Having a problem with Autoresponder Feature in Enterprise Edition
So I set up my autoresponder sequence per the instructions given in the help area. I have tested and never received any followup emails. Is there some sort of tracking to see if these are going out. We only upgraded to Enterprise for these feature. If it's not going to work then we will not pay the extra. Maybe I've neglected to do something correctly but the instructions seemed pretty straightforward. Matt
Usability Enhancements and suggestions
In general, I have been very pleased by the continuing product development and refinements. Zoho continues to be proactive and I appreciate the effort it takes to continuously improve the products. I particularly appreciate the work in improving workflow and adding macros to help automate functions and reduce the number of "clicks" it takes to use the program efficiently. Now that the "new" User Interface has been out for awhile I want to offer some suggestions for making ZCRM easier to use. 1 -
Surname in template
How do I insert a surname in a quote template? For instance, I want to say: Dear Mr. Contact Name, Here is what my code looks like: Dear ${Contacts.Surname} ${Quotes.Contact Name}, It does not work. I know I can set up a custom field but contacts already have a drop down box where you can choose surnames. Thank you
How do I associate a third party sale person to multiple accounts?
We have a large distributor sales team that works for a third party company. If I enter each sales person in the CRM and assign them to their company as a contact, is there a way to also connect them to their customers they service for us. I do not want to enter them as a users as they will not be using our CRM but have set them up as contacts within our system. Is there a way to either assign them to multiple accounts? Or is there a way that I can create a custom field within an customer account
Custom Fields - Mobile Apps
I am test driving this now for my sales team. So far, this looks very good. My question is this... If I add a custom field in the web version of the product, say to the Leads Form, does it ever go to the iPhone, iPad apps as well or are those fields there just standard? Thank you.
Define default events/ tasks
Hello, Is it possible to define a default event in Zoho CRM? For example, every event I create should per default have an email reminder 15 minutes prior to the event. Thanks
Email Marketing Made Easy with CRM & Zoho Campaigns
Hello, This week we launched a new product - Zoho Campaigns, the email marketing software that helps you plan and execute campaigns to reach and engage your customers. Well, that is not all! We have good news for our CRM users. For all those using the Professional or Enterprise Editions of Zoho CRM, we also bring to you a built-in integration between Zoho CRM and Zoho Campaigns. If you keep an organized list of all your leads, contacts, and account in Zoho CRM, you can now synchronize and get the
transfer option or campaign
I've already asked this question two days ago but no answer :( (waiting for moderation) Could you please tell me if it is possible to transfer (mass transfer) options and campaigns from one contact to another one? thanks a lot!
Storing Credit Card Details?
Hi all, A general usage/security question here. We have card details for a number of contacts/clients. I know we can create custom fields to input client card details into our CRM so that their cards can be stored on file but I understand that is a major security risk. Has anyone safely stored client card details in their CRM, how does one go about storing client card data securely using a solution such as Zoho CRM? Or do we need integration with another system to accomplish this safely?
Hover Over Information on the Classic Setting Home page
I have been in sales for 20+ years and used everything from Salesforce to Zoho. I have a suggestion that may help many sales people using this system for daily prospecting. As most sales people are accustomed to doing, we make calls daily. We need to be able to see enough information on an Account to make the right decision to call now or later. To do so, you need more information on the Account and at the minimum an address including city and state. In my world, I have a sales territory that
Can you assign an account's address to a contact?
Hi, Is there a way to automatically fill in a contacts address details from the 'account' they work for? Ideally, we would like to update as we add new contacts but also en-batch with existing contacts. Is there a direct method or workaround that currently exists for this?
Help automating a task
I would like to find a way ti accomplish the following : I have a few email templates two or three of these templetes always require that i follow up with a telephone call normanly with in a few days,, anyone have a thought on how to accomplish the following: when i send am email from a predefined template a task is created to make a follow up phone call... sometime I will send a "batch" of emails it would be helpful not to need to go back to each one a create a task reminding me that I owe someone
ZOHO CRM does not stay logged in.
We have recently switched to Zoho and we use CRM constantly throughout the day. All of my staff are reporting that their sessions will not stay logged in. I have verified everyone selects the "Keep me logged in" option on login, and there are a number of different platforms and browsers being used, so it is not a browser specific issue. This is incredibly frustrating, as they may go to log a call, and they suddenly need to log in while on the phone. I have tried setting it up to log in automatically
How to reverse "Convert"
Hi, I have a lead that has been converted to a potential. I now need to reverse the action and in the process, make sure that the lead is re-created. Is this possible? thanks in advance, Mohan
Importing both accounts and contacts in free version
Hi- I'm starting out with Zoho and creating new records.To populate the new records, I want to import the following types of data into CRM. I am using the free version which does not allow me to skip or overwrite duplicate records. I don't see a way to import all the following data in a single import. Is there? Account Name Industry Website Account Type Campaign Contact Name Email Title Description Lead Source
Insert Call/Telesales Script in Leads & Opportunities
We are going to have our telesales team / lead gen group use ZOHO to make outbound phone calls. Rather than have them flip back and forth between apps / tabs I'd like to insert a call script at the top of the lead and opportunity layouts so that they can read the script, then answer the questions in the fields I have already created to qualify opportunities. The issue I am running into is that all of the field options are for input rather than displaying information. I need a field or box that
Assign contact to multiple accounts?
I work with families and businesses. If a contact is a client with their spouse I consider them an account. I also want to associate each contact with their employer (account or lead). It seems that I can only attach one contact to one account. Is this accurate?
Transfer an option/campaign
How to transfer an option or a campaign from one contact to another one ?
How to transfer an option or a campaign from one contact to another one ?
How to transfer an option or a campaign from one contact to another one ?
Using Zoho CRM in a Cloth Store
I have a cloth Store here in Brazil and I`d like to use Zoho as a CRM and to control my inventory. I don`t really need Leads and potentials, I just need a list with all my clients and the purchase history. How can I implement it? Do I use the Leads tab to save my clients? Or the contacts tab? How can I subtract an item from the inventory? Its simple, but I wasn`t able to do it.. Thanks!
I want to attach a product to several accounts
How may I mass attach a product to several accounts?
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