Updatig attached documents in CRM
Is it possible to update documents attached to Zoho CRM and resave back to Zoho without so many steps? Thanks.
Am receiving an error message when trying to add accounts
We recently resurrected our free zoho CRM tool. I am able to delete an edit accounts, so I deleted about 15 accounts and merged about 20+. When I went to enter some one new account, I received an error: "sorry you have reached the maximum limit in your current edition" I received the same error just trying to add a contact, etc. Any ideas?
Creating steps for managing potential records
Hi, At the moment we are leveraging Zoho CRM to email our developers when a potential record has been closed and won. We simply have an email template poppulated manually with what is reuqired and the required developer is sent the email containing the required tasks. I would like to know if the following is possible. When the email is created automatically create a CRM task record outlining the information from the email template or Automatically send out an email to the developers email account
How to Increase the row height in CRM 2011
Hi, I am using CRM 2011. I want to increse the Row Height in the view, then it should display it's description in multiple rows. Any one have idea about this please tell me.
Create view and only show My Contacts
Hey I'm trying to make a View under Contacts similiar to the one thats called: "My Contacts", but I want another criteria on it. Example: Phone = empty Contact owner = The user that's logged in Is that possible and if so, how? Thanks Carsten Meilandt
Modified time 1 hour behind
I have my time zone set to "(GMT -5:0) Eastern Standard Time ( EST )" because I live in the state of North Carolina in the United States. Whenever I go to make a change anywhere it says the last modified time was 1 hour behind the current time- even though I know for a fact that I made the change 2 seconds ago. Please fix this!
Help with a campaign in Zoho CRM
I have a series of Leads and Contacts which have a field that I have checked. For all leads with a checkmark, I need them to get specific emails on specific days for the balance of this year. How do I accomplish this? Thanks in advance. I don't have to use campaign for this, but it would be nice. Bill
How do I share a note about a lead or a contact among users in Zoho CRM?
I need all users or a certain class (ie. Sales) to be able to see notes written by one another about a User.
How do I do the following: (E-mail in ZCRM)
Here is my user case: I am a remote worker. My e-mail server is in a remote location. I am currently using Zoho Mail as my principal e-mail client. I have enabled the Zoho Mail add-in for ZCRM and it is configured properly. I can send e-mail directly from ZCRM and it is associated with the record and also shows up in my ZMail sent items. I use an an Android phone to access my e-mail server for sending and receiving e-mail when travelling. DESIRED FUNCTIONALITY: 1 - I want e-mail I send from both
Importing Layouts
Hi We have 2 companies and use 2 copies of Zoho CRM. We'd like to import the form layout of contacts from one system to another. Is this possible? Thanks Gene
Mapping field dependencies and web forms
If I have created field dependencies and need these to be populated based on the details provided in the web forms, how do I achieve this? As example assume I have a primary field called Department and based on the department the user selects, it then populates the required data related to the primary field Department. There is a one to one relationship and the user is not shown the dependency. All they are selecting is the department they belong to.
CSV File problem in potentials migrations
Hi, Sorry to bother you all, and I apologize in advance if the solution to my problem has already been discussed, but I couldn't find it: I am new to Zoho and trying to import a csv file in order to map it with the required fields. There 's no problem with the import, however, when I want to map my fields, there is only one available (Col.1) which is, if I had to guess, the first line of my file all combined, which makes it impossible for me to map my fields correctly, and therefore, to create
Sharing contacts between multiple users
Hi everyone. I'm brand new to Zoho and want to know if contacts / leads / potentials, etc can be shared between users. My company has 2 people - my husband & me. Ideally, we want a system with one shared database that records both our email history, in addition to the ability to switch between users or operate on two machines to send individual emails with our own signatures. We used to use Goldmine with a server that provided same (two users with own email address, sharing the database), but want
BUG REPORT: formula field of boolean type executes without user input/edit in INVOICES module
We created a formula field of Boolean type in Invoices and were very surprised to see the newly created forumula field in ALL the records marked as FALSE (independently on whether the condition is actually met or not), when we haven't even edited the records! The correct behaviour, as it happens in all other modules, is that the formula field does not execute UNTIL the record is EDITED by the user. Editing a single field in the module does not alter the FALSE value created by Zoho, but editing the
Activity Description Justification
Zoho CRM is used for sales pipeline prospecting. I utilize the description field to add limited remarks on conversations, voicemails, etc. The justification is set at <center> which is very hard to determine where each note stops and starts. Would be much better for all columns to be justified <top> or <left>. An example is attached. I have begun adding 3 asterisks (***) to denote where a new note starts. Need some help making a simple hard code change here.
Integration with Zoho Mail
I signed up for the professional which said it integrated with my Zoho mail. I sent a message to a contact inside CRM but the reply came back only to my Zoho Email side and does not show up in the Contacts screen on the CRM side. Is this normal?
Mass migrate from Contacts to Leads
Hi, We accidentally entered 38 records as Contacts. Is there a simple way I can move those to Leads? Thanks, Ed
Trackings contact responses to campaigns
I would like to know the best way to achieve this - 30 minutes searching knoewldge bases hasn't come up with anything so I am asking. I probably don't need too much details - just a broad suggestions for how to accomplish it. I am using Zoho to track my dealings with internal customers at a large institution (University) and my role involves stimulating and supporting external applications for funding. From 2000 leads (all staf) I have about 200 contacts (those I interact with). I will run a large
Incoming Email Queue for Group
Hi, How can we setup Incoming Email Queue for Group? For example when emails send to sales@mydomain.com i would like them end up in Incoming Email Queue and then from there assign them to Account Executives.
Autoresponder with overarching rules for days to send emails
Hi everyone, I was able to set a series of autoresponder emails, but I couldn't find the way to add these rules: If email deployment dates fall on a federal holiday, email sent 1 business day prior If email deployments fall on a Friday, email sent 1 business day prior Is there a way to do this?
Changing a field based on record age
For leads I have a lead status, live/warm/cold/dead. I would like to change this status based on the number of days since the last update to the record. What is the easiest way to do this. I have tried to create a workflow but it doesn't seem possible to set a rule for number of days since last update, just a date itself. Can I create a new field called age calculated by a formula and use that instead? Are formula fields automatically updated or do they deed to be edited and saved? I tried mass
Creating Recurring events or Tasks
I recently started using this and am setting up rules and automation items. One thing i dont see is being able to setup tasks that can reoccur. For instance. I set a task to follow up with a customer 30 days after something is triggered. I would like to setup a task to automatically reset for another follow up 30 days after that and repeat until i have it stop due to another action being taken.
Multiple "Product Name" in Case
Hi, It is common to cover several products in a case, when there's only can can be select in current version. Change Product Name to a Product List could be better! Thanks!
How can I update Contacts so that their owner matches the Account Owner
This is probably really simple but i'm pretty new to Zoho and this has stumped me... I want every contact to be owned by the same member of staff as the account owner - currently I have exceptions to this that I want to remove. There must be a simple way to do this without exporting the data amending it in excel and re-importing it but I can't seem to figure it out. Thanks, Ben
importing activities into zoho crm
I exported my leads from Zoho CRM and had someone else do some telemarketing. They have the activities for each lead in an .xlsx file - how do I import it back in? I know how to import leads but I'm not sure about activities. Thanks, John
Can't find Last "Last Activity Time" Field for lead layout
I have setup the layout for my leads and I can't find the standard field "Last Activity Time" it's listed as one of the standard fields for Leads but it's not in the removed fields or anywhere in my layout. I can't figure out how to add it to the layout. Anyone help?
Copy one field to another in CRM Leads
I need to copy one Field to another field automatically when a lead is created... is there a formual to do this easily?
Changing a CRM field from date format to Date and Time
I have a date field that I need to be able to have a criteria search between 2 dates.. I understand that can only be done with a date time field. So, I need to change the format of the the date field to a date time format. Can I do this easily? or do I need to export all my leads, delete the old field with just the date format and then create a new field with date time and then import all leads back in? I just need any time there with the date to be able to search the between 2 dates.. So, just
Looking for a Zoho specialist to migrate my data and get my small business set up
I just don;t have time to get it done. Zoho looks like a great product but I don't have a minute to learn how to get it working. Any suggestions? Currently using Salesforce
Any way to customize notification emails?
Is there any way to customize notification emails, The email you get is something like the one below - which is pretty much useless as it doesn't show WHO i'm supposed to setup the call with (i.e. the Lead or Contact). - Mitra Task Assignment Dear Mitra Ardron, A New Task is assigned to you with the following information Subject: Remind to setup a call Due Date: 08/04/2012 Regards, Mitra Ardron
ability to sort search results by column head
Need the ability to sort the search results by column head ex: I need to sort by most recent note created. here's the column heads Note Owner Note Title Note Content Created By Created Time
Email follow up automation
Hi there, What I'm ideally trying to do is when a customer puts their details into a web form which then creates a contact in Zoho an automatic email is sent immediately with follow up email over a, for example, 30 day time scale (potentially 3 emails in this time) but as automated as possible - is this something that can be done? Thanks in advance!
csv file with some Russian text
Hello! I export data from Zoho CRM in .csv file with some Russian text. When I open file in Excel 2010, I can not see this text in correct format. I install language pack for Russian in Office 2010; Enable Russian language as editing language; Set Region and language, Non-unicode as Russian; Instal and enable Win 7 Ultimate Russian Language Pack. But result the same. I see example: Новотрейд I need later import this file in another system. Previously thanks for replays!
Bug: Editing email in Leads
In the Lead view there is a bug - most fields you can move the mouse over and an edit button shows up, but for the Email field IF THE EMAIL ADDRESS IS LONG, the edit button shows up when you hover over the email address itself. If you try and move back over the Edit button it disappears. For example if the email address is xxxxx@xxxxx.xxx it works fine xxxxx.xxxxxx@gmail.com it doesn't
Delayed Tasks - graphical icon
Hi, at the CRM>Home>Classic View a nice little, square red icon showing how many days a task is delayed is displayed. This is a very useful eye catcher. Why is this not implemented in the views created in the Activity section? That would be very usefull for both staff and administrators/ managers. Thx Bo
Home page frozen
Sometimes I will be at the Zoho CRM Home page and, when I click the link for CONTACTS, nothing happens. I tried closing the browser and starting over, still nothing. Most of the time I just leave Zoho CRM open on my browser and it works fine, but not right now. Any suggestions? --Greg
Any way to automate email removal from mass emails?
I'm using Zoho CRM to mass email my contacts. Is there a way to automate it so that when emails come back undeliverable the contact's email is automatically removed in the CRM? Thanks, Andrea
Customer Purchase History
We are a company that sells online services. I have customized the sales process from lead to close. Once a sale is closed an account gets created in our online system. I want to list the active subscriptions in the accounts module. I am not using the sales orders or quotes modules. Which module should i customize to display this information. This should be identical to what Zoho uses internally. In other words, after the sales process I purchased the enterprise edition. How is this displayed
how to make customer purchase history report
after I sell my product.. Now new version of product start to sale I want send email to customer according to what customer purchased.. how can I make report customer and product ? I tried to make report Only billing address showing in select option in create report no contact No. name.. as a customer information thanks
e-mail
How can I add more than one contacts in using the insert contact directly
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