Notification Email content
Can we customize the content in notification emails? For example: when a a Potential is re-assigned to a new user, the automatic email only includes the potential name, and nothing else. It would be great if the Related-To (Account Name) or other fields in the Potential could be included. Same goes for task notification emails. Can this be done?
Plans for implementing other country Character Sets
What is Zoho's plans for impelmenting which languages in the near future. This questions is asked a lot of times with no response so far. Who has an answer? aquatex
In Zoho CRM can a Task be turned into an Invoice item?
Hi In Zoho Invoice you can create an Invoice from a Task. Can you do the same inside Zoho CRM with it's Invoice function? I see here you can Associate an Invoice with other Records e.g. a Task: https://zohocrm.wiki.zoho.com/Creating-Invoices.html But it one can do this. Ideally I would like to be able to generate an Invoice in CRM which is based on a Task all within CRM. Is this possible without having to create a product. I'm billing for Time Spent on a task. Thanks Gene
Linking Zoho CRM 'cases' and more to Joomla CMS front end
Hi, I have seen a few posts about integration of Zoho CRM with Joomla CMS but there still seems to be no real solutions that I can find. What I want to do is have a registered users data captured by the Zoho Crm as an account that can have cases entered from a joomla from end. Only one or two people would be using Zoho CRM but I would have hundreds of accounts that tickets could be generated for. The link to joomla would be some sort of administrator or super user link that would allow entry of cases
Multi-Currency: Modify the Currency of Existing Records
Hello All! When Multi-Currency was released, you had the option to add a currency to only the new records. But then, how about the existing records? A valid question that most of you asked! We now have that option. You can modify the currency of your existing records too! After this update, the currency of the existing records will be set to the default currency during the implementation of Multi-Currency. On editing the record, you can change the currency to your liking. As always, try this feature
Web to Lead Form (Edit)
Where i can find the (Domain Name) in this html code? the (returnURL) is here, <div id='crmWebToEntityForm' align=center><META HTTP-EQUIV ='content-type' CONTENT='text/html;charset = UTF-8'> <form action='https://crm.zoho.com/crm/WebToLeadForm' name=WebToLeads606421000000059072 method='POST' onSubmit='javascript:document.charset="UTF-8"; return checkMandatery()' accept-charset='UTF-8'><table border=0 cellspacing=0 cellpadding=5 width=480 style='border-top:2px solid #999999;border-bottom:1px solid
Input Requried Field in each Field in ZOHO CRM
how can i Input Required Field for each Field in ZOHO CRM? example if the "Field" is only for email and they entered a number. i know how to do this in Creator,but i want to apply this in crm..its Web to Lead Form,
Sorting accounts by most recently updated notes
When I click the Accounts tab, I can look at My Contacts, All Contacts and make my own User Created Views. I would like to sort through all accounts by the most recently updated notes. I have an inside sales staff that adds notes to existing accounts and I would like the account owners to be able to see these updates in chronological order. Can this be done? If so, how?
Page Layout - URL covers Last Edit Date
Hi On the Accounts page layout if you have a long URL and the right side bar with links enabled, any reasonably long URL will obscure the Last Edit Date Field. Would recommend you put this one line down. See enclosed image. Thanks Gene
ERROR Potentials - The action that you intend to perform is not possible The record you are trying to access has been deleted and moved to the Recycle Bin. To view and restore the record, click here.
I was attempting to update a potential and when I saved it gave this error. To be sure it was not a problem with that particular potential I tried to change and save a different record, the same thing happened. Please let me know if this is a system wide problem that is being looked at or a problem with my data base. John
Can not update or add information
Currently, when I make a change to a lead, potential, account, etc. such as leaving notes or changing an account owner, it appears to accept the change but then it does not reflect that change in the record. Is Zoho down?
CRM not working!
Every time I try to make a change to a prospect nothing happens or it just says error: null. Please can someone advise on what to do? Many Thanks, Cat
Customizing what displays at the top of the page.
I'm sure it's an easy thing but I can't seem to find it. How do I change what displays underneth the contacts name. ie: Phone, Mobile, Email when I have since changed/moved/replaced these fields. So I want the new ones I have created to appear there. Cheers Jamie
Understanding the Map Fields
Can anyone explain the mapping of each Excel Column before importing my lead spreadsheet? After hours of search (terrible reference tables in this software site) I found the explanation for map fields. On the Page "Import Data to Zoho CRM" it details the excel column numbers, even though columns are letters, rows are numbers. However, it does not explain how I can change the map including the numbers. The example skips #2 & #3. Really confusing. One more day then I trash this and move onto another
How can I add an existing custom field for 'Potentials' to show in 'Leads' also?
After I added the pick list to 'Potentials' I realized I need it for 'Leads' as well. Can I add an existing field to 'Leads' without re-creating it?
Best Tablet for Zoho CRM
We are wondering which users are utilizing Zoho CRM with a tablet on a consistent basis. We know that there will be an iPad version shortly, but the way we see it, we want a tablet that works not with an application but natively with the browser. This will guarantee a consistent use over time across platforms as well as always receiving the updates to the web version instantly. Another reason to prefer web over an app is that the app will be plagued with bugs as in all 1.0 versions. We don't want
Zoho CRm not saving info plus saying records are deleted
Hi The CRM system isn't working at the moment: it doesnt save any changes or additions. Please fix! Thanks.
Activating Zoho Mobile add on does not work
Hello, We bought one user license for Zoho CRM Mobile add on for the Iphone. That also shows at our subscription page. However, activating it following the instruction: ´Activate Mobile Edition for Users´ results in an error message: ´...which exceeds your license limit´. What do we miss here? We got the following answer from Zoho CRM, however it does not cover the point: __________________________________________________ Hi, Thank you for contacting support. From our records, you have purchased
showing data on flyout
Getting ready to switch over to zoho and trying to get up to speed on it. One thing I would like to kow how to do (or if its possible) is how to get account data to show up on a flyout when hovering the mouse over the account name in potetionals (or whatever.) This is a partial screeshot of our old software. When hovering over the company name, the details pop up
New to Zoho - How to ensure integrity of confidential company information?
Hello - our company is new to ZOHO CRM and we're wondering how we can best protect our company's confidential information i.e. customer information, price lists, quotations, sales performance etc. I have tried to find information on the website however I cannot seem to find anything. Is there someone I can speak to or is there a standard set of security protocols that we can leverage? Please advise and thank you, Lance Davis
What do you do if the lead name changes
Hi, how can you transfer all the data on one lead to another if the lead name changes? The lead name has resigned and I want to move all the historic data over to the new name
Usin ZOHO CRM in Safari on my iPad
As of yesterday my safari Application freeze up when I load ZOHO CRM and try to use eMail. I had to call Apple to get me out of trouble. Anything new that ZOHO has done in the last few days? This just started to happen. Capt. Bernard L "Berny" Coffey
Setting up a Zoho system
We have been using the free version of Zoho for quite awhile, and I'd like to figure out how to make sure Im utilizing all of the features available. So the first part of my question is related to setting up a system. I think the easiest way is to explain what I've been doing and see if anyone has ideas or suggestions on how I could be working more efficiently in Zoho. Im not sure if this is relevant but we are a Landscaping company. When I receive new lead information from like ServiceMagic, I go
"Cases" vs "Tasks"
Hello CRM community, So......When a case is opened, it inevitably results in a task or a series of tasks for the rest of the team. We have some team members who simply create appropriate tasks for the appropriate user when a client calls in with an issue and do not create a case. However, we have some other team members who create a case and then go about assigning the tasks needed to clear up the case. However, when the tasks are complete, it doesn’t automatically clear the case.....and we end
Please assist with web to lead issue
Hi there, Before I start - I am speaking from an end-user perspective. I have a developer working on my site - so I'm not too clued up with the coding bits. We have a web-to-lead form for enquiries on a new Toyota Etios at http://www.toyota-etios.co.za . The developer probably has some sort of javascript form to handle the form - as it pops up in a box, when clicking enquire. The form code is based on the Zoho generated code. All goes well when submitting the info, but the data doesn't get imported
Sorting options, CRM Contacts
Hi, Could you advise me a way of sorting my contacts by account type? Since i can not send out email to all contacts related to an account from the account-tab, i need to do it via the contacts tab. Lets say i want to send out an email to all contacts related to accounts of the type "customers".. As i see it, i can only sort the contacts by account-name and not by type, account-owner etc... What is your advice? Other question: When using the mass email option, it would be very nice to have the option
Lead Filter
Can you set up a filter on the lead tab so only certain leads show?
report from lead and contact
Hi, all Report from lead, and report from contact.... how to combine and creator report? I want make one report data from lead and contact... How to do it? thanking you...
Autocreate potentials
Hi, Is there a way to auto-create potentials? Example: We sell a car to a client and update our CRM>potentials accordingly. Automatically a new potential for same client is created in order to sell more to this client. (better stereo, four new winther tyres, an additinal insurance etc...) I can of course automatically assign tasks, but being able to auto assign potentials seems like a "smart" thing.. Just an idea/ question Bo
Sales manager sharing leads with subordinates
I'm having trouble getting sharing working the way I want it. I have a sales manager who is over two organizations. He's able to see all the leads of his subordinates. The problem is that he has leads assigned to him. These leads are either in Region 1 or Region 2. He wants the sales people in Region 1 to see his leads in Region 1 and wants the sales people in Region 2 to see his leads in Region 2. However, he doesn't want the sales people in Region 1 to see the leads in Region 2 - and vice versa.
ZohoCRM login from GoogleApps eMail issue
At my google apps email i like to login into Zoho CRM. The navigations shows Selecting the entry "Zoho CRM" i get What happens? Login from http://crm.zoho.com is runnig well. (Using Zoho CRM Free-edition)
Can we change FIELD names ?
We would like to amend FIELD NAMES to ones that are more suitable to our location and business type. Even ZIP is not used as we use POSTCODE
Automate emails with workflow
Is there a way to automate emails to all contacts in an account when a condition in a particular field meets a criteria or changes? We know it is possible to send an email to the parent account using workflow when something happens in a contact, but is the reverse possible in the Enterprise edition?
How do you use the Opportunity and the Quoatation modules differently?
This may seem like a stupid question, but I would really like to know how do you use the "Opportunities" and the "Quoation" modules. I feel like they're the same. And the Quoatation module actually has more useful and specific fields like the products and their values, but in the Opportunity you only have a single field for the Amount Value. I'm new to CRM and I don't understand the need for "Opportunities" anymore. But the "Sales Funnel" is useful only in Opportunities and NOT in Quoatations
Looking for ways to use Zoho CRM creatively to generate new leads
Hi - I have an eCommerce business. Besides entering my customers into the CRM program and doing follow ups I'm interested in hearing ways that people use Zoho CRM creatively to generate new leads. Any ideas or best practices? Things I should avoid doing ? Thanks, Viv at Hey Viv !
Created Date without Created Time
Hello, Is there a way to create a view in Contacts that shows only the "Created Date" without the Time? We need to make an email template for following up old contacts, and want to include something like: "Hi NAME, you contacted us on DATE to enquire...." having the exact time there incl. minute sounds a bit weird. Or can this be at least done via an export so we can email merge via Outlook with that Field? Kenneth
Function fields in Zoho CRM
I would like to use Zoho function fields in CRM. Setting-up the function is pretty easy. But I do not see any value in the field when I select a specific field. When setting up a function-field I get a weird warning message at the begining. Unfortunately, I have no idea what it says, because its translation into German is totally wrong. Any ideas what to do to get the function field working? Thanks in advance.
On Contact Page Potential field is empty
I have a problem as captured below at the moment in that If i open a contact , potentials attached to it do not appear. I know there is a potential for this contact as i created it and can see if I search for this contacts name in the potentials result. Notice also that I dont have the possibility to " create a potential ". I have seen and struggled with this type of problem from time to time . Sometimes activities are " blank " and i dont have the option to create a new task either. I cant see
Facebook & Twitter in Zoho CRM
Any plans to implement? It would be nice to see latest updates etc for a lead/contact with embedded updates etc.
Screencast:Setup - Fields- Show "Last Edited By"
ZohoCRM: Setup - Fields- Show "Last Edited By" As an organization grows and the logic evolves around processes it is very important to be able to know who changed what and why and when. A last edited by/ versioning history is very important and should be part of every field edit with a place for owners/ admins to get warnings AND a place for the editor to make notes as to why the changes were necessary. http://www.screencast-o-matic.com/watch/cijV15UR dgd
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