Email Sent Date 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...
Customize 'Closed Activities' columns on the Account page?
I would like to be able to see the 'call result' information when looking at calls related to an Account. I tried editing the 'Closed Activities' custom view, but it had no effect on the Account page section. Is this possible? Thank you
Custom Account ID
Hello, I was wondering if someone knew how to customize an account id on the ZOHO CRM accounts. Right now, the databse seems to assign #A from the database at large. Thanks!
Simple notifications for Lead / Opportunity assignment and creation
We manage a fairly small number of Leads and Potential and I'm looking for a simple notification system. A. When a Lead or Potential is created, it sends the Lead Owner an e-mail notifying them and providing a link to the record in the CRM. E.g. "You have been recently assigned a new Lead through the CRM. <Click here to view.>" B. Same as above for when the Lead Owner is changed from one user to another. I've been looking through the Workflow and Alerts and have been unable to successfully accomplish
Is it possible to create a quote for a prospect WITHOUT converting them to a Customer?
In our sales process, if we have a prospect who is interested in our service/product, but not yet a customer, I'm finding that you are unable to create a quote for this prospect unless they are converted from Prospect to Customer in Zoho. Further to that, you cannot create a Quote unless you create an Opportunity (Potential)...which is not as big of deal but we really don't want to convert the Prospect to a Customer until they are in fact a customer. Is there a way to just create an opportunity AND/OR
Seperating contacts by product
I have included a multi select function into my account template which basically allows me to attribute different contacts to their associated products (I am a freelancers so have acounts/contacts across a number of products). However, I cannot seem to find a way to sort these and for instance just see/work with those accounts linked to say Product A or Product B. Am I able to select data/accounts based purely upon what product I have linked them to on the multi selcet and if not how do I go about
Link to Dropbox
Thought I would share this work around to access documents in Dropbox using "Links" in ZCRM. In Dropbox I have a client folder for all my leads and contacts that I will drop documents into. They have a static address with the same URL that you can copy into the link "//www.dropbox.com/home/firstname/20lastname" This way in each lead or contact you can click your created link and go directly into the clients Dropbox folder. Now my problem is my limited size on my Dropbox folder. If this helps you
Zoho CRM--making invoices private
I have an "advertising representative" role set up with standard access. I just switched invoices over to private from Read/Write/Delete in Permissions but it doesn't seem to make existing invoices private--anyone within the advertising role can see the other reps invoices. Is this a glitch or am I doing something wrong? Do preexisting invoices not become private?
Is it possible to rename fields?
IE email opt-ou, rather change that to "Receive Marketing". Or Billing State should be Billing Province and so on, is there no way to change it?
Duplicate Tabs
I'd like to run both of the sides of my business separately in the same CRM. Since I'm in the direct selling industry, I have customers and also downline partners/distributors. Is there a way to have leads & accounts for customers and also leads and accounts for partners at the same time but separately?? I know I could view them differently by creating custom views, but I'd like to see tabs at the top that would essentially be duplicating the Leads/Contact/Accounts tabs.
Video Tutorials
Are there video tutorials for really learning Zoho CRM (we also use Zoho Invoice and would be interested in videos for that as well).
Hyperlinks - bringing up new tab rather than new window as default?
Hi Currently when you click on any of the blue hyperlinks within CRM, a new window is brought up. It can be brought up in a new tab by right-clicking and choosing "Open in New Tab". If there any way to make opening in new tab the default when you click a hyperlink, rather than new window? I am using the free version at the moment. Rgds CK
Notes in CRM - possible to move to top of screen?
Hi Is it possible to move the "notes" section to the top of the Lead, Customer or Contact view? Possibly beside the "business card" fields - i.e to the RHS of the 5 business card fields? At the moment all the notes sit under the Lead, Customer or Contact fields by default. I am using the free version. Rgds CK
Contact Roles and accounts
It is ossible to relate contacts from different accounts to a potential. As such, when looking at it from the contact page, you can also see to which potential they are related. What is missing here, is to be able to see the potentials at account level. That way, when you look at an account you immediately see all related potentials. As it is now, you have to look for the potentials under each contact.
How do I email from Home?
I have a list of overdue tasks in "Home" which are mostly to send a template email. The Leads and Contacts listings are in a different order so not very helpful. Can I send a mass email from "Home"? Peter
WebToLeadForm mandatory fields issues when integrating in wordpress!
Hi, Im trying to integrate this form within a wordpress and the mandatory fields specified within ZohoCRM but the form gets submitted successfully without validating the forms. When i proceed a test within a plain HTML page ... the form works perfectly but not when integrating in the wordpress template: http://www.purerelocation.co.uk/call-me-back/ Please find the embedded codes as follows: <div id='crmWebToEntityForm' class="onesc"> <META HTTP-EQUIV ='content-type' CONTENT='text/html;charset = UTF-8'>
Report showing email response time
Hi team, I'm trying to create a report that shows emails sent and received by contacts. I can generate a report showing emails sent TO the contacts, but it doesnt show the emails received by them. My end goal is to measure the response time from when an email is received till when it is replied to. So ideally I would have columns showing received time, responded time, and the time difference between the two. Is it possible to do this? Any help would be greatly appreciated.
Is there a way to mass export attachments?
Wondering if there is a way to export all attachments at once into some kind of file/folder and whether these attachments would be exported in their native file format and organized in some meaningful way.
Report scheduler XLS file not opening with Blackberry
I am sending the report scheduler file to an external email address, however, the file cannot be opened on her blackberry. The message is Document Conversation has been failed. Does anyone know what this is or why it does not open? Other XLS files can be opened on the blackberry.
can contacts be saved into seperate groups?
We have several websites that we want to manage through a CRM system but we want 1 main database with all contacts and then a seperate database for each website. So we need to be able save contacts into groups or folders can this be achieved in zoho? Thanks
Need Lead Notification
I am using the Professional Edition 15 day trial and I am trying to get an email notification when a new lead is created from my Web-To-Lead form. I am getting email notification when I approve the lead. How do get notified when the form is submitted to tell I have a lead that needs my approval? --DJ
Tax Calculation More Than 2 Decimal Places
Why is the automatic tax calculation displaying as more than 2 decimal places? How can I fix this? For example, let's say my order subtotal is $32.99 and my tax rate is 8.8%. Zoho CRM calculates the tax on this to be $2.903120000000001. It then enters that amount on my invoice/sales order instead of $2.91. See the attached screenshot for an example: Any ideas on how to fix this?
Email Templates keep crashing!!
So This just happened twice... I was creating an email template and started doing heavy edits once I pasted the text inside the template in zoho. I spent 2 hours on this and it fucking crashed when adding an image. I LOST EVERYTHING. I'm so sick of this unreliable piece of shit software. Now I know the response I'm going to get since it's public is going to be some bullshit answer, but look... sometimes when you're building out campaigns you get spur of the moment creativity that has to go down immediately
Upload multiple documents to a contact then email these documents to another person?
Hi, I would like my contact record to be the central repository for documents relating to a person (think contract, sales orders, dating preferences etc). This works really well with Zoho. My question is how do I EASILY email these documents (dating preferences, for example, to another contact?
Need to create a client life cycle within Zoho. Can someone assist with how to setup?
We have a business model that clients of ours sign up for a 1-year contract for a service we provide. Within that 1-year service, we have regular touch points where we need to contact the customer at 30, 60, 90, 180 & 300 day point. We have been managing this life cycle manually, however going forward as our company is growing we want to be able to automate this process so Zoho can pop up or populate a list of the clients that you need to call that are within either one of those points. Does anyone
Search not working after importing leads
Searching of newly imported leads shows no results even though the leads are there. IS this a bug? Or does it just take time to index/show up in the search results? Thanks
page navigation
Need a better page Navigation I have around 3,000 Leads and sort by reg date, go for last number, it take a lot time It will be good ZOHO Provide better page navigation..
How should the company field by used in Leads when the 'Company' is an individual?
[Edit] I previously referred to Enquiries since this is what we named them too, the original name was 'leads'. Hi, As a business we deal largely with individual and not companies, with this in mind how should we be dealing with the 'Company' field when adding new enquiries. It does not really apply yet is a required field. Is there anyway to stop this field being required? It doesn't really work to put 'Individual' as the company name, nor is it a neat solutionto put their full name. Anyone have
Jobs/Potentials in Account View: Separate Open & Closed
When in account view, the list of jobs can be quite long since the box is set to hold open & closed jobs/potentials. Is there a way to keep ONLY open jobs showing? Or would a separate box have to be created which would hold closed jobs/potentials.
Alphabetic Search in Leads
Hi Searching using the alphabetic search in Leads currently searches on Lead Name. Is there any way of changing this to search on another field (we have a field named Company Name which we would like it to search on)? I am using the free version at the moment. Rgds CK
Mapping of Custom Fields
Hi I have changed the name of "Accounts" to "Customers" in my Zoho CRM. I have created 2 custom fields in Leads as follows: Street 2 and Street 3 They are mapped to: Billing Street 2 and Billing Street 3 in Customers; Mailing Street 2 and Mailing Street 3 in Contacts. When a Lead is converted to a Customer/Contact, the custom fields map fine. However, if you then create a new Contact for the Customer after the Lead has been converted, the standard address fields copy over, but the custom
Creating New Column ID's
In my Accounts tab, I want to be able to see more details about each account as it is listed and I also want to be able to organise my list of accounts by other options. Currently, I have Account Name, Phone Number and Website, all showing for each account and I can arrange my accounts by these 3 things. How do I add further options to this? Specifically, I would like to arrnge Accounts by date modified, so I can easily see which accounts have been modified or had notes added most recently. Thanks,
Tracking Contact Attempts
I am new to Zoho CRM and am looking to either add or integrate a feature I am familiar with from a previous CRM/ Lead Management tool (Leads 360). The feature is a contact attempt counter, each time a lead is dispositioned for any reason (attempted call, left message, etc) the counter adds one attempt to the file. I had this feature on the lead view of Leads 360, and it was a great feature to be able to filter leads by the number of contact attempts that had been previously tried. Additionally,
Tracking Email
We use email a lot. One Zoho weakness is we cannot track who got what email, when? We cannot run a report asking for who was contacted (by email) in the last X days. Any ideas on how to track email?
Change fields- web to lead form
Hi- Is it possible to change the fields in the web to lead form, or must we accept only the fields which the system presents us? Can we change the order of the forms? Many thanks
Does not work on a new form of Web site
Set form to the new site, it does not work. I just copied the code and put it on a new site on Wordpress CMS When submitting a form, all the stops on https://crm.zoho.com/crm/WebToLeadForm Here's the page itself with the form http://new.unitedtraders.com/accountcontact/ Tell me, why not send form?
How do you assign a contact or account to a group
We are trying to setup specific account and contact information available to only a particular group. I see how to create a group assign specific users to that group, but how do you now have just those group of users have access to those accounts or contacts?
I don't want use other language, want English Only
When I print invoice it showing Korean language. I want print in English, but I don't know how to change invoice language...
Multiple Price Books for the same product
Hey zoho I've created 2 price books one for a direct sale to a customer and another for a sale to our distributor. I added the same products to both price books and when I go to create a sale both price books show up but I can only click on the first price book that I created. The other I can click all I want but nothing happens. Do I need to have different products for different price books or is this just a problem with the system? Thanks for your time.
Sync with google calendar
Hey, Does is way to sync all my zoho calendar with google calendar?
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