New Tab
I was told that there would be a new tab in Zoho CRM named Documents or Forms. I'd like to see if this is actually the case. I need to store our proposal templates in the CRM system so that my sales reps have access to all of our proposal templates in one easy to use tab. Felipe Reyes
Edit Views' choice of Columns for setting up Search - replace chaos by alphabetical sort, please
When tailoring a View to search by and to display search results, Zoho CRM's drop-down selection menu is arranged chaotically. There seems to be no logical order, so it is very hard to find items, i.e., column headings. Why not have the View list of 'available columns' arranged alphabetically? That would make sense. To use 'search', you need to use these 'Views'. I use search a lot. I would like it to be quick and convenient. This should be a 7-second, zip, zap, tailor the search view, select
Zoho not syncing with Google Calendar
We are using professional platform and are using google apps. Under ZOHO CRM for Google Apps I am not able to get the calendar to sync I have set up and enabled. The response is "Not yet executed the scheduler". In the notes above ZOHO says: Synchronize with Google Calendar You can schedule synchronization of events between Zoho CRM and Google Calendar. After synchronizing events, you can view and share the events with other users in Google Calendar. This feature is available only in the Paid
Converting Prospect to Client - Client Information not transferred
How can I get the Prospect's City and State to convert over to the Clients Information upon creation in conversion process
Automatically filter attachments for emailing to clients
Before I upgrade to the full version I would like to know if it is currently possible to filter documents in my google docs by client name. I have a folder with a number of documents which are named after the client field, do I have to manually attach them or is their a filter to attach anything named after the company name so this can get attached to a client automatically.
Other than Skype voip providers integration
I was looking for optimizing the telecommunication costs and I would like to raise the subject, if there is any chance to integrate leads/contacts/potentials/vendors with other than skype voip services providers, i.e. EasyVoip?
Theme Customization
Wondering why you're not able to customize themes in Zoho CRM for ALL users, rather than just a single user. If all users are working for the same company, it makes sense to apply a custom color skin for ALL users -- not just do it on a one person at a time basis. Seems silly not to have that option if you're going to allow theme customization.
CRM Email Info Visibility on "Leads List View"
Does anyone else think it would be extremely useful to view your email information in list view? I think it would be incredible and would make Zoho so much better, not to mention much more powerful! Here is why... Better Email Marketing Strategic Targeting Cross Reference with other CRM Data Smart Approach which leads to our businesses being better and more profitable. Get the most from the mass-mail feature, versus blindly sending. See/use genuine data, versus "work-arounds" and "temporary solutions"
Advice on set-up for email
Hi- My company just implemented Zoho and we will be using it for sales and customer support. I'd like to send mass emails to my current clients, but I don't want to manually mark each contact with an "email" field so I can build a list off of the field.I'd rather just send emails to all of my clients and all of their contacts, but there is not a way to send emails (that I know of) to an account parameter. Is there a way to set-up Zoho to pull the "account type" field (it will be customer) into the
Add Firm for Contact in Campaign Report
I created a report for a Campaign. I have some contacts (not propects) I need to add name of the firm for all contacts. How can I do that ? Many thanks.
ZOHO CRM Global seach, google apps (mail search user) woefully inadequate for a CRM product.
Excuse me for pointing out the obvious, however CRM systems are about collecting data, interrogating the data so that you can use the data to build your business (Or a business for our clients) Global Search CRM global search allowing only 6 fields is POINTLESS. A waste of time. If any of our team need to look up "data" somewhere that is not listed in those TINY 6 fields they will not find it. Case in point is additional email addresses or telephone numbers or maiden names, account numbers, etc
Email Information Made Visible
Zoho People... Under REPORTS you have the option to view EMAIL INFORMATION (shown in image below), can you please turn this ability on for CREATING LIST VIEWS? It would be an incredible feature and I cannot be the only one who needs to see this under list views.
Can I just mass change leads to “called” instead of logging every prospecting call?
Hello, When I am making an initial outbound telemarketing calls...is there anyway I can skip the “Log a call” screen or pop-up and just, on mass at the end of the day, select all the leads I cycled through and mark them “prospected” and have today’s date automatically included. It seems like a silly little thing, but logging every prospecting call with entering “Subject, Duration” ect. takes a bit of extra time that really adds up. However, I would like to carefully log calls for follow-ups, with
Calendar
I am new to ZOHO CRM can someone tell me how to create a new calendar
Calendar Help
I am new to CRM and I am having trouble setting up a calendar so that everyone in our company can view it... Since this works with Google plug in I made a new calendar in Google and gave several people access to view it. But when they sign into the CRM they can not see what I have put out there. The admins can see everyone's calendar. I am sure I have missed a stepped or have something not set correctly in settings.
Suggestions for Android App improvements
I have been working with the Android app since it was in Beta. In general, I am very pleased with the initial release. It is simple to use and pretty intuitive. Here are some of the things I would like to see the Dev Team start to work on for the next major update of the Android App: Integration with the Native Contact app on the phone. When I receive an incoming call it would be nice for ZCRM mobile to compare the number to my contact list and automatically launch the call logging feature. Improved
Field level validation
I am using Zoho professional edition and want to put a validation on one of the custom fields (datetime type). The validation at the time of saving a record should be that the value of the datetime field cannot be less than today's date. Anyone who has the solution, please help!
Company Logo in Invoice
Hi I have uploaded our company logo and inserted the field ${companyLogo} in to the invoice template. When i preview or export to PDF the image does not show, only a blank spacer where the image should be. Please can you help? Thanks james
CONTACT LIST VIEW?
Hello: Is there a way to have several different lists of contacts? For example a list of former customers, and a 2nd list of Current Customers? I would like to be able to search contacts for different criteria? So I could print a list for address mailing labels with a break down of contacts of former customers vs current customers. Thank you!
field mapping in the potentials module
Community - how do I map a standard field (stage) to a custom field in the potential module? For example, if the stage = 4, then a visible sub section would populate as "yellow". I do not get STAGE as one of my options to select in the dropdown menu as the parent field when trying to do this mapping (my custom is shoing up however...)
Training Videos?
I am a computer consultant who is just now beginning to be exposed to CRM systems and ZohoCRM. I want to embrace this technology, both for myself as to be able to offer my clients that sort of coverage and support - I have 3 clients that are all about to sign up with ZohoCRM. I learn best by video training - youtube, lynda.com, etc, and it would be ideal if I could be pointed towards in-depth training videos (free or pay) to give me a grounding in CRM for small businesses in general, and using Zoho
removing access to the settings/admin panel in user profile
How can the "Setup" and "Upgrade" entries at the upper right be removed via the user profile? We do not want our users to see these entries in their zoho environment. So far, we did not find any setting option to control this. Thanks for your help.
Synching with iphone app
Which way around does the sych work? If I update my iphone will that over write what is on my computer or is it the other way around? Also, I've noticed that I have written notes in the computer version that doesn't seem to display on my iphone app even after 'fetching' Any ideas? thanks
Looking for a developer
Need to customize Zohocrm to make it relevant to our organization. Will prefer someone in Mumbai. Please get in touch with me with your contact details Regards Shilpi
Moving Fields
I have been using Zoho for a couple of years of more. However, I am stumped when trying t find a way to move a particular field in Accounts. I want the Contact field on the Accounts page to appear before anything else. In other words it should appear directly after the Description field in Accounts. Currently Notes is the first field under Accounts and I cannot find a mapping tool in Customization to change it. Any suggestions? Induna
How to add next step date to the potentials layout?
Hello, the default layout on the home page and on the potentials page shows 'closing date'. I would like to have the 'next step' date in there with the ability to sort according to the related date. I tried editing the layout without success. How to do it? Thanks!
No email alerts coming through since upgrade
Hi guys, Zoho Support team: This is part of the following ticket I lodged 2 weeks ago but has not yet been resolved: [##1085165##] Task 'Remind at' not working Maybe someone on the forum can help: None of my zoho email alerts are coming through. When I was on the free version and I used the 15 day trial of the professional version, all the alerts worked perfectly. But as soon as we upgraded to professional the alerts stopped working. I have the correct email address in the following areas: Personal
Sharing/ enforcing tab setups across multiple users
Hi, I have finally gotten to grips with configuring my tabs in the navigation bar to my liking. Is there a way to share/ enforce this tab setup for all of our users? thanks in advance
Can prices be entered for a tiered price in a rows and columns format?
We buy and sell based on tiered price lists and quantities and products can have an option. We have thousands of items i.e as below. Can prices be entered in table format directly without having to calculate discounts per quantity break? i.e rows and columns? T-Shirt 25 50 100 250 500 Unbranded $5.00 $4.00 $3.80 $3.50 $3.40 One colour print $6.00 $5.00 $4.80 $4.50
Sending automatic mails
How can i send automatic mail alert when a case is pending for more than 2 days, and also notify the customer when a case is closed.
Does anyone else need this feature?
I think Zoho has HUGE potential to be an amazing CRM... however I feel as though I am the only one who feels it is missing one simple feature that would make it great! - Adding sent email information in custom views. Does anyone else need this feature as badly as I do? All I want to do is have the option to display the last email SUBJECT and/or DATE (date more importantly) in a CUSTOM VIEW. If I could see this in a custom view, the possibilities would be endless. I could view and plan marketing
Potentials to Account conversion
Hello, Maybe I have been using this CRM wrong... I have been using Potentials as deals that were very possible, did not create a lead for it. Now I want to convert a Potential to an Account, but don't see a way how to do it. I have read that a lead can be converted to an account and can include a potential. Do I have to convert my potentials to leads in order to create accounts? The background of my question is that I do not like the feature of creating an account when creating a lead: An account
Combine CRM with Projects ?
Is there currently any level of integration between ZOHO CRM and ZOHO projects ? For example, if a company closed a deal then this closed deal can become a "Project" so that way you can have track of the whole process in one place ? Leads --> Potentials --> Closed Deals --> New Project ---> Finished Project
Zoho CRM - Feature Enhancements
Hello! Here is a list of our latest updates in Zoho CRM: Search Option in the Recycle Bin - A search option is provided in the Recycle Bin that will help you filter out deleted records based on criteria. Webhooks Failure page - We've made Webhooks monitoring easier by logging all failures with standard HTTP error codes. Next time, when your Webhooks is not executed as per configuration, refer the failure codes and troubleshoot the webhooks configuration. Activities as the secondary module in reports
Any Insurance Agencys using ZOHO?
We are excited to deply ZOHO as our CRM. We have defected from a competitor. We are looking for Ideas or to copy an 11 person Insurance Agency. We do not want to reinvent the wheel, rather we would like to talk with like end users such as our self! Thank you, Jay
Any suggestions on how to manage a B2B Campaign?
One of our most pressing needs for CRM is managing the contact plan and contact history on an account level per campaign or project, and after almost 2 years with Zoho I still haven't found any way that really works to do this, and I'm hoping someone else might have some good suggestions. Our workflow is usually something like this: 1. We are given a client project/deal 2. We identify 15-20 Companies (accounts) that we plan on reaching out to to see if they have interest in this deal 3. We try and
Export of LEADS - additional field.
CAn the current OWNER of a lead be shown the the export?
How to link a lead to another lead?
I have some leads, which are basically many people from same company and I want to create a link (or even better many links) inside each of these leads, which links them together. So when I am looking at one lead, I know there is another lead with maybe some more additional relevant information, which I need to check out (before making a call or similar). Basically I would like to create some social relationships between my leads, so that I do not miss any information. Similar case, when I have 2
webtoform not resolving to zoho
i have a lead webtoform on my website and when i submit (save) it tries to connect to https://crm.zoho.com/crm/WebToLeadForm but just sits there as a blank page. i double checked my return url and everything is set properly. the website is www.edcpros.com/contactus thx, eric
View Email Info in List View
Zoho Developers - Please allow us to view information about sent emails in the LIST VIEW. I do not want another "work around" solution, I would like Zoho to have the ability to create a view that would allow me to sort people who either have not received an email, and/or sort by the date the last email was sent. Again, I do not want another work around - I want a VIEW that shows information about the email's I have or have not sent. I do not want to create a field and manually enter my email data...
Next Page