How can I disable an existing account in the free edition ?
Hello all, I accidentally creat an account in CRM (Free Edition) with the e-mail address omar@oriomedia.com. I would like to disable this account. We already have a CRM (zoho) account under the name karim@oriomedia.com. I can not be associate there, because I already have a valid account in the (free edition) and it´s not possible to disable itself. Yours sincerely, Omar
Referral Access
I get leads from a few different sources. Can I establish access to the CRM for the lead sources so they can login, see and view their leads? I only want the referrers to be able to see their leads only. Is this possible?
"From" email name
Hi, I'm trying to send emails to contacts but the "from" email name is something I'd like to change. I added a new email and made it primary, also changed my full name and nickname in user profile but the email still goes from the name I used while signing up. Please advise...
Linking Leads together?
Question? I have leads which are husband and wife, each have thier own lead profile, however have indivudual data. Can I link the lead profiles with a link in the indivual profiles? Cheers
How to get email alerts when a new lead pops up?
Hi guys, Forgive me for my ignorance but I am new to this. I was wondering if there was a way where I could have e-mail alerts sent to me whenever a new lead or contact entered their data through our web forms? Thanks guys for all your help. Best regards, Ivan
potential back to a lead
can I convert a potential back in to a lead? For example, I converted a lead to a potential based upon my defined progression but due to some changes in requirements, I need to move this back in to my leads to track. How do I do this? Thanks in advance for the information...
Mail limit
We will on occasion need to communicate with all of our clients at once. Since we have in excess of 250 clients, with more every day, we will either need a way to increase the mail limit, utilize an external smtp or cancel our subscription and subsequent users to be migrated from our Salesforce accounts. Please let us know ASAP if there is a solution.
Exporting?
All guests: 4720 When I export the whole guest database into excel, only 3000 appear in spreadsheet. How can I export ALL guests? Thanks
Ownership of data stored on Zoho
I am trying to convince our Company to extend our limited usage of Zoho CRM. The primary objection is that our company may not be able to access the data entered in Zoho at a later date should we ever stop using the product. Could someone please advise as to how we could obtain our data in the event we stop subscribing to Zoho CRM and clarify the ownership of that data. In addition, would our data be deleted from the system once we de-activated our account? Thank you
Automating sales tasks
I have a lot of CRM experience, particularly with salesforce .com over the past five years. Can't seem to figure out how to do some stuff that was really simple in SFDC. I am preparing a cold-call, telemarketing campaign. I assign about 50 leads to the campaign. Then the coldcaller is suppossed to make three call attempts to each lead during the week the campaign is scheduled. I am accustomed to referring to the three tasks as: Make 1st Call Make 2nd Call Make 3rd Call Ideally I want a solution
How to create a lead for 1 company but different employees?
I hope that my explanation is clear. Say i input a lead with the company being "TEST COMPANY," however, i have a few other leads that work in "TEST COMPANY." How can i add all those leads to fall under "TEST COMPANY?" Many times we deal with companies that have multiple locations, so it would be great to be able to put different people from that 1 company in Zoho without having to create a new lead all the time. I have about 4 leads with the same company name right now. Any help would be appreciated.
Can you sort the leads section by Lead Source? or Owner?
I am curious to know, if i have several employees logging into Zoho CRM and they are looking at the leads, it there a way to have custom views in how they see the leads? For example, can someone see the leads by Owner, or Lead Source?
Controlling visibility to some users
We want to give a reseller access to our ZoHo CRM so that they can add and update leads and prospects. However, I don't want them to see any other leads, contacts or accoutns in the system. Does ZoHo CRM allow you to do this and if so how?
Contact Phone Numbers in Potentials
Now that the Android App has been released I have discovered an aggravation. When I am working in a Potential record I want to be able to press the "Dial" icon to automatically call the Potential Contact. In order to do this I must have the Phone number for the Contact in my record. Unfortunately, the only way to get the phone number in the record is to create a custom field and manually enter the phone number. This means that I now have two (2) places with a contact's phone number in ZCRM and each
Customizing for Loans (microcredits)
Hi, I'm interested in using Zoho for our company. We are currently evaluating several options (Salesforce, Openbravo, vTiger, and SugarCRM). Although there are a few things I don't yet understand: In our company, we give out individual loans to the people in a group, which they have to pay back in twenty weeks. All of the women pay together (they'll deposit the accumulated payment together) each week. We want to use ZohoCRM to keep track of the payments and loans (how much each group is supposed
Potential and Contact Notes
Why don't notes from a contact transfer over into the Potential? Why can't you add multiple contacts into a lead?
edit web to lead
I want to edit the web to lead form but i dont know how to use html. Is there a simple tool i can buy so i can juts drag and drop etc with no knowledge? seems that this should be built into the crw web to lead...make it easy
Unique customer relation number
We are setting up Zoho Enterprise and we have the following problem. Why isn't there a unique ID for each contact that can be seen from the contacts details screen? For instance a customer calls and the agent asks, hello may i have your customer relation number? I'm used to this being quite normal in CRM systems. If you have 10 customers with the same last name how do you quickly find the correct record? The data from the old CRM system has these unique customer relation numbers which i can import
custom fields as formatted output in e-mail template
I use CRM Professional. For my contacts, i created a lot of custom fields. The contacts are people who work as it-freelancer. So i have fields like - Project experience - Skills - Education and Certifications ... In this fields i copied a list of qualifications and other informations. Then i created an e-mail-template, to send some employers the skill profils of some freelancers. In this template i inserted the fieldnames. When i tested the output, the following happened. When i open the sent mail
Can't confirm 2nd user
I am a new user, and set up an account with myself as administrator. I added my partner, also as an administrator, and I sent the activation notice, which he received. However, his name still appears on my list of users as Not Confirmed. I have Re-invited him, but the same condition exists. He has added a list of about 200 names to the contact list, and he can see them but I cannot. Did he somehow create his own account? What is going on? How can we get the account integrated so we can see whatever
Decimal places in currency!
Hi, I'm thinking in using your CRM and I find a problem, I'd like to know if is possible to have 3 decimal places in Euro currency, without rounding! Because I have products wirh very low price per unit, I like to have the prices in format 1,123 € How can I do it? Thks Pedro
Ideas...selecting records
if i have 500 accounts and want to manually select some and then perform some mass update, i need to select from 1 page, do my update, go to the next page, selct more, update, right? We should be able to select the desired records by checking each one on any page, go to the next, and the next page, and then do the operation. Now, if i select by checking on th first page, when i move to page 2 the system does not remember/keep what i checked on page 1, right? It should be possible to select and check
Track staff hours - when are they online and updating?
Is there a report or other way to seen when a staff person has accessed and updated any records, added leads etc?
Link updates across forms
If I link a field to Leads, accounts and contacts when I establish it, I would expect it to automatically update in all 3 if i make a future change to one. But I have to go and update each form individually, no? really a bit of a pain...did i miss and easy way to do this?
Add Lead.Lead Owner Mobile to Email Template
Hi, I want to automatically add the lead owner's mobile number to an email. Is this possible? I know how to use the fields but there is not one by default for lead owner mobile only for lead owner. Any help is very much appreciated. Thanks!
Automating Monthly Forecast/Completed Potentials
A large percentage of our sales are not one time sales (similar to residual). Example: A sale potential is won lets say for a $100. This now $100 will now be expected to pay out every month for say the next 12 months. Is there a way that we can once completing a Potential as Won automatically complete Won Potentials for that client for "nn" number of months or to a date entered by the user? One way I was thinking is to create a new Stage status called "Completed Won - Monthly". Then create a process
Mass Update and Other selections
Question: when i do the mass update search, assume that the search reveals 400 fields that i want to update. The mass update page only shows 100 records at a time. How do I update all 400 without doing the operation 4 times, i.e. 1 time for each page of 100? Many thanks
Update Modified time when adding a note!
Hi I know that this issue was brought up a few months ago but this problem still persists. Please can the system be changed so that when a note is added, the Modified time (in list and report views) is updated. I cannot accurately track activity - imperative to sales. Could you let me know when this change is proposed to take place? Thank you.
Custom field width
Is there a way to create a custom text field inside the account template that goes full width just like the original "Description" field? Whatever custom text field you create only goes in one column of the template, leaving the other half empty. I need to create one field that goes full length, just like the original "Description" field works. How can this be achieved? illustration: This is what I get: [ custom text field column left ] [ column right
Zoho CRM Slow
Zoho has been running extremely slow for us for the past week. Anyone have an update as to why this is happening?
Mail address
Hi CRM I have probable asked this before but can you make the address field names for mail and shipping changable so that UK addressing can be used. I curently use House No. Street, Area, Town, County, Postcode, Country, I created custom fields to get round the problem but the google map doesn't locate (only uses mailing and shipping), and then all the quotes, order and invoice etc generation is thrown too. markhudson
Can integrated the Zoho CRM with the Zoho invoice
Hi Zoho team I just try to make our CRM with the invoice, we like zoho invoice but now whit CRM is very diferent to have the same control that the zoho invoice. Can I work with the CRM and Zoho invoice in the same time? Many thanks for your colaboration
Task reminder
Hi there Im using the free version for the first time today and would like to be able to set a time reminder for a task I have created. I cant see how I would do this, can anyone help please? Thanks David
Task remiders
Hi there Im using the free version of Zoho CRM for the first time today and would like to be able to set a time reminder for a task I have created. I cant see how I would do this, can anyone help please? Thanks David
Deleting a field - how to make sure there isn't data in there?
A while ago, I set up a number of Custom Fields. Now I realize I want to delete some. How to make sure there's no data in these fields? These fields aren't used, so of course they aren't included in my Layouts. So I can't run a search (Basic Search | Edit | Choose column | run search) because, not being in the Layouts, they don't show up. What to do? How to make 100% sure that I am not deleting data? I suppose I could include them in the Layout, run the search, check, and then delete. Is that
Missing Salutation Field
I am working on editing my field list and page layout. The Salutaion field shows up in the Lead and Contact Field List, but does not show up in the Page Layout. It also does not show up in the Available Field List within the Edit Page Layout screen. Can you help me with this?
Time to put in Linked In URL as a standard field?
Linked In has become a key way of referring to people. Because it is how everyone publishes their CVs, it is a useful store of information. It should be a standard field, not something one needs to create a 'custom field' for.
Create New Tab/Module
Hi, i am satisfied with the way of zoho handling the field level customization. But it would be a great advantage if create new/custom tab or module in addition to this. I have seen in one of the blogs that zoho is going to implement this too in future. Whe can we expect this feature to be available for us? any idea on it? Regards, Pavan
Adding Standard Fields when customizing layout
Hi I've been customizing the Contacts Layout and have renamed "Contacts" to "Tenants" as well. I don't seem to be able to add in standard fields like "Salutation" to the form sections I've created as I can't find the "Salutation" field. It is not on the "list of removed fields". I can't recall if I removed it originally from an original section. There also appear to be a lot of standard fields missing from the "list of removed fields" when you compare between the list of fields available to what
Restricting Accounts by User
I've pitched Zoho to a client and have begun customizing it to their needs. One thing I'm not clear on is the account level security. The client would like to be able to view all Accounts/Leads as the owner. He also has a team of sales people. The sales people should be able to view and access Accounts or Leads that they have entered/own. The sales people have "recruits". The sales people should be able to view their recruits accounts or leads. The recruits, should only be able to access and view
Next Page