budget number
hello, someone know how to change the budget number?
Calendar in CRM - week starting on a Monday rather than Sunday?
Hi The CRM calendar week view currently has Day 1 as a Sunday. Is there any way of making Day 1 a Monday? Or having a 5-day working week view? I am using the free version at the moment. Rgds CK
Sending emails
Hi, This is going to sound quite silly and I am sure the answer is quite obvious. I have gone through the process of setting up email templates, but no where does it actually tell you HOW to send the email to the selected recipients. Should there not be a button someplace saying "send now"? Or am I missing something? Do I need the outlook integration module to make it work? or is it part of campaihn management. There is nothing in the help manual, even if it was to say that i needed to upgrade or
Two Things Zoho CRM Could Really Use
1. There needs to be a "double arrow" button when browsing through sales orders. estimates, invoices so that if there are more than 60 records, you don't have to filter through the results 10 at a time. 2. Estimates should have an e-signature module added to them so orders can be confirmed more effectively.
Salesforce Chatter
This feature on the salesforce platform is very intuitive and collaborative. Is ZOHO working on a similar improvement to ZOHO CRM?
Zoho CRM Calendar functionality
There is a bug in the Zoho CRM calendar. When you click the Calendar it brings up the previous month (instead of the current one), but then when you click the arrow for the next month it skips a month so you have to then click the back arrow to finally get the current month. For example: We are currently in June. When you click the calendar, it shows May. When you click the next > arrow, it skips June and brings up July. So then you have to click the back < arrow to finally get into June. That's
Zoho CRM Attachments for Android
We are unable to view attachments when logged into the Zoho CRM on Android. We are logged in via the web browser, using the full version of the site (not mobile) on Samsung Galaxy tabs. We've tried troubleshooting with other Android devices, Zoho CRM mobile app, Zoho mobile site, and multiple Zoho CRM logins. The mobile site and mobile app don't show attachments of any kind so it's useless. In the full version of the site when you click the attachment (in our case a .pdf) to download: 1- selecting
2 lists of prospects, 1 account
Hello ! Is it possible to seperate my prospects's list into 2 different listes ? The 2 differents lists of prospects are not cibling the same type of sellings. When I'm connecting to zoho, I would like to choose between this 2 types of prospects, but is it possible ? Thankyou very much ! Anne-Claire
remove 'Powered by Zoho CRM' from Zoho CRM
How can I remove 'Powered by Zoho CRM' from Zoho CRM in Free, Professional, Enterprise editions? Please advice. Thanks
Can I automate that on a specific task or on a field update, tasks are automatically created?
Hi, I have two situations, where i would like clarity on how to execute in Zohocrm. 1. When I Update a Campaign Member Status, need to trigger some additional tasks. For example, if I get the Member Status to "Mail Sent" a task needs to be created to Call the lead about the mail with a due date of +5 days. 2. When i sent a specific mail tempate, the Campaign Member Status needs to be updated for that lead. Look forward to hearing your responses. Regards
Zoho CRM + Virtuemart
Has anyone out there successfully integrated Zoho CRM with Virtuemart or Virtuemart with Zoho CRM
Inventory Template Issue - Individual Tax filed showing empty in PDF
I use a customized Inventory template for purchase orders. In this i have ${PurchaseOrders.Individual Tax} in one of the columns. When i export to pdf the value is blank. I have the same kind of customisation for quotes and invoices and the rate is displayed. This problem is only with Purchase order template.
Zoho CRM with Virtuemart
Is it possible to use Virtuemart with Zoho CRM
Why can't my employees send out a mass email and have the ability to modify the "TEMPLATE" chosen???
Not any particular template may be perfect for the email being sent, but why doesn't Zoho allow editing of the template in mass email mode, like it does when you send an email to only one contact??? ADDITIONALLY (serious shortcoming for Zoho - duh)... I cannot give an employee the ability to create a template for a mass email without giving that person FULL ACCESS TO EVERY TEMPLATE IN THE SYSTEM!!!! Absolutely ridiculous! If someone has FULL access to EVERY template, they could do some serious
Mass email functionality needs some attention
Tis the season to send mass emails. So as I am slicing and dicing our lead and customer list I am noticing a number of quirks that are hurting our productivity. The first thing is the Zoho "almost perfect" curse where there is a great feature that is just not thought out all the way through and causes pain. Search on my name if you want more info on the little things that kill. So the mass email functionality works great except for a few things that make it almost impossible to automate. Bear
Usage reports in Professional Edition
We are new to Zoho CRM so I may possibly be asking a very simple question but I am struggling to find out how to produce user reports for the system. We have about 17 users and I need to be able to see when each person last logged into the CRM system and ideally the number of contacts, emails and accounts added as well as emails sent (we have the mail add on for each user). Please can someone let me know if there is a way of seeing this information on the Professional Version of Zoho CRM? Many
Questions and issues
Hi, First a few questions: A: Contact page: Is it possible to view more than 100 contacts in one page? B: Account page: Is it possible to view more than 10 (pre-set) contacts/ open tasks/ closed tasks etc? C: Bug, Accounts view, account with more than 10 open tasks: When i click the arrow next to the "10" in order to see open tasks "11-20", all open tasks disappear (not deleted) and the page jumps to "closed tasks". Kind regards, Bo
Notes
After creating a note in an account the content is not visible unless I click edit
skip duplicate records
In the professional version of ZOHO CRM wish to import leads and that the skip duplicate records is not the e-mail. Be the telephone number or contact name. Is it possible?. Could be done in the Enterprise version?
duplicate records skip
In the professional version of ZOHO CRM wish to import leads and that the skip duplicate records is not the e-mail. Be the telephone number or contact name. Is it possible?. Could be done in the Enterprise version?
Drip Campaign - NOT Autoresponder
I want to set up a drip campaign, not an autoresponder. I need my leads to get a series of around 10 different emails on a timed basis (e-mail 1 on day 1; e-mail 2 the day after that; e-mail 3 four days later....). Where is this campaign? Is it an add on? or something else? Thanks!
Using a formula in a Purchase Order Template
At the moment under Total I have ${PurchaseOrders.Qty}*${Products.Unit Cost} which does not work. Is it possible to use such a formula within the inventory templates. I have tried to use brackets and an equal sign without any success. I cant use the default ${PurchaseOrders.Total} because I am using the products unit cost and not the list price.
Drip Marketing
Love the mass email and single email template functionality but am I missing something with regard to scheduling a series of emails to be sent to a lead? I dont see where the system allows for this drip marketing and am having no luck in searching the forum or help for this? thanks!
pulse...dashboard... or ... report
I want to be able to see what all of the zoho crm users have done each day in the crm. Is it possible to view a list, in chronological order, of each action that was taken in the software along with the name of the user, date, and time?
Direct Dial with Blink?!?
Hey guys, maybe it is already possible, but it would be great if the standard "phone" button next to a phone number could directly link to applications like Blink or telephone app and not only skype. Is that possible? Thanks and best regards Ben
Can one customize the view under Leads?
Right now I see only name company and email address- and I would like to be able to have them categorized by country/city etc Is that possible? Without having to go into business card of each one by one? Thanks
Search function
hi, For some reason the search function is not working. Either on a first name or a second name in either enquiries or contacts. Please can you have a look at it and see why this function is not working? Many thanks, Victoria Thomson. Victoria Thomson
Log In Problems
I can't log in to zoho crm using the username or email and password. No matter how many times I change the password and reset it, it tells me that it isn't valid when I try and log in. However, I can access my account through google's gmail system, but only on certain computers. What can I do?!
Clicking Account in quote does not autofill custom fields
Hi, When clicking the Account option in Quote only the Billing/shipping address details are automatically populated and not any custom fields we have created. I have been looking for a mapping option when creating a quote but cannot find it anywhere, does this exist? Similar to setting up the Lead field mapping I would like to map fields from the Account to be automatically filled in the quote form. Any help will be very appreciated.
Help with autoresponder e-mail templates
Here is my Scenario: A customer fill out a web form on our website. A lead is created and awaits review and assignment to a salesperson. I want generate a thank you e-mail telling them we received their inquiry. that part is easy. I can do that. The next part is the tricky part. When the Sales Administrator reviews the lead and assigns it to a salesperson I want to then initiate a e-mail back to the lead that introduces the Salesperson and provides contact details. I want that e-mail to appear as
Bug in exporting audit log
When a lead is deleted, or restored it causes the audit log export to end. Instead of getting 30 days of data, the data terminates at the point of LEAD deletion or restoration. The data can still be viewed in the Zoho Audit Log section (100 records at a time), but cannot be exported in its entirety. Can you please advise. Thanks Meg
Recurring task in Activity - CRM
While setting recurring task in Activities, CRM is showing all recurring tasks activities at a time till due date for assigned user. For example, i would like to set recurring task as "BOD Process for Servers " for one of the user till 31-12-2012 I would like to assign this task to user everyday from today till 31-12-2012, showing ONE task everyday in activity table assigned to him till specified date. BUT CRM ZOHO is showing all tasks - i.e. creating 168 tasks starting from today till 31-12-2012
Question about Google Applications
I've connected my google applications to Zoho I wanted to know, if I send emails from Zoho, does this appear in my sent box in my emails? And if I get a reply to an email sent from Zoho, does this reply also appear in my Zoho account? So far, the answer for me is: no! I thought this was the whole point of integration with Google Applications? Thanks Omar
Home Page Leads
Hi I've created a new user profile from which I have disabled "LEADS" from the user profile. However, when I log into that user profile and go to the "HOME" page, there is still a section there for "LEADS". When you click on it, it says you don't have permission. But that section should, like the "LEADS" tab, not appear at all. Works for all other Sections we have disabled for the profile. But only the "LEADS" section does not seem to be hidden. Thanks Gene
Recurring Activity
While setting recurring activity for one of the user, it is showing all activities till the due date. For example, i would like to assign recurring activity such as "Running BOD Process for Servers every day" starting from today till 31-Dec-2012. When i set this activity in recurring - i would like to assign this task every day to that user and every day ONE activity should be trigerred as per date. But CRM ZOHO is creating 168 activities starting from today till 31-dec-2012 This is not giving
Setting up different "profiles" - please help :-)
I have just been introduced to the world of CRM's - having never heard of them before yesterday! So far I am very impressed and although I am (currently) using the free version, I may well upgrade to the professional version to gain access to the invoices module - although this is not essential at the moment (because I'm just starting out). However... I do want to outsource "lead generation" and I think I have discovered the only way to give anyone else access, is as a full "administrator" - is this
Zoho CRM Outlook Addon
I'm getting a pop up that says to "enter a valid username and password" when I attempt to logon to Zoho CRM through Outlook to attached emails. The problem is, my user and password I'm using is correct. Anyone else having/had this problem? I deleted the addon and reinstalled but still no luck. Help!
reports - schedule - filter last week, last month
Hi, I need to schedule reports fot last week and month. How can I do it? When I open manually report - there is an option to filter dates by certain period of time - how can I use it during schedule? Approch is to get reports every 7 or 30 days that contains data starting from now-7 or now-30 days, and of course ending at now. Best regards, p
Are Zoho CRM Tasks integrated with Zoho Invoice Tasks?
Hi I am a bit confused over how Tasks work/integrate between CRM and Invoice. For example I would like to raise a Task in CRM as I would like to track activity and progress of a task against a contact/account and communication about that tasks. At the same time I would like to track time spent by a contractor on that that. So I had thought, in Invoice you open a project. Select the Account. Then logically, shouldn't the tasks created in CRM for that customer be able to import in Invoice? Or are they
Need a NYC Zoho Consultant
We need to improve leveraging Zoho CRM and in the future link to other programs. Small project now and ongoing needs. Looking for a sharp, dependable, fairly priced professional. Josh Parker VerTerra Dinnerware josh@verterra.com
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