How do users see products not owned by them when raising an invoice
I have set-up products, but when other users log-on they can only add the products "owned by" them, when creating invoices. How do I set up a central pool of products that all users can then sell and invoice ?
Export data from User created Contact Views
Hi I want to export the data inside one of my user created views in Contacts. Is this possible? Cheers Mick
Tracking referrals
Good evening, I have been looking for away to track referrals given and received. I work with leads and contacts that will often refer additional clients to me. I would like to have a way to track the multiple referrals any given lead or contact will provide to me. I have looked into a couple of other CRM's and this seems like a standard offering. Is there any way to get this request on the road map as a standard field. I have reviewed the work around suggestions in the forum and they don't appear
Downtime
The CRM has been down since about 1PM ET. The support link does not work. The guy on the phone just whined about how much they have to do to get it back up after a power outage and promised first 1 hour, then 1-2 hours, then "or so". I can find no info on the uptime SLA. Guess it is time to start looking for a dependable CRM. Bob Stevens Blended Systems
BUG REPORT on new GUI
When you have more than 10 contacts in an account and you scroll to the next page in the related lists (clicking the little arrow at the bottom of the contacts list) you see the additional contacts but you don't have a way to go back as the little scrolling arrows disappear. This is very annoying as it then becomes necessary to load the account again, as even in the browser there is no way to go back to see the first 10 contacts. Please check and confirm the bug.
When to monitor a sales using a lead or potential
hello We currently import leads from their website into zoho as Leads. For those companies that we make a sale to we convert them to potentials, accounts and contacts. my problem is this, if we do not make a sale to one of the leads, then we wish to try to make a sale to that company the following year as we deal with yearly contracts. If we have converted that lead to a potential then my understanding is that it is deleted as a lead. If if therefore we do not make the sale awe have that persons
Languages
I am analizing zoho CRm and i think is great, however i need this program in spanish, and i can't find how to change it to spanish, can u please help me
Integration of Payment Gateways
Hey everyone, First time posting so I hope this in the right place. We are starting a trial of Zoho with one of our services and somethign we cannot find is the ability to integrate a payment gateway such as Worldpay or Sagepay directly into zoho. For example if a customer pays for an order through our website we want to be able to automatically link Zoho with our payment merchant so that it knows the transaction has been placed and can mark up the potential as such. Thanks in advance for your
Recurring activities in CRM
Monthly recurring activities are limited to 24 months of recurrence in Zoho. In reality, many of the monthly activities go on forever and I need to not lose track of them. 24 months as a limit for recurrence causes me to lose viability after that period of time of ongoing critical tasks. Right now, I am putting a note in the task/activity to rebook the recurrence at the appropriate date, but this is risky as it is not automated. Please respond as to your advice, and if you will be allowing for
Account Page Customization
Is there a way to have a custom section within an account homepage appear only for certain accounts. In other words can you have an customer account management section appear only for those accounts that are in fact customers?
Is it possible to export sales order lines from ZohoCRM?
We're looking to import sales orders into an ERP software, but we need the sales order lines in order to do so?
Form Customizing
Can I add a custom field to the Add Task popup form that I launch from my individual contacts page (upper left side choices). I do not see it as a choice in setup / layout.
lost in opportunities
I have a question regarding the opportunities in Zoho CRM. I start by creating a lead, then I convert this lead to an opportunity. Then it appears in 'clients' and 'opportunity'. Once an opportunity is lost, I would like to remove it from the opportunities but I do want to save the details regarding this lost client somewhere. When I remove it from opportunities, it remains in 'clients', that does not make sense to me as the opportunity/client is lost. I rather have it in a separate folder 'lost
Zoho for B2C Business
Hello, I have a tour operator business and we have a mix of B2B and B2C contacts (around 2,000 total). We currently use Salesforce Group Edition, but want to migrate to Zoho. Salesforce seems to have forgotten small business and is far too expensive for their Professional / Enterprise editions, which are the only editions that support "Person Accounts", ie. B2C contacts that are not assigned to an Account / Company. A workaround in their Group edition was to create an Account called "Individuals"
Lead View
Is there a way to add into the "Lead view" the "due date" for the next activity for a lead? Also, while accessing a lead from the home page I noticed that the "next" and "previous" arrows are missing vs. when clicking accessing leads from the "lead" tab the arrows are there? Thank you, aaron.
Web to Lead form to big
Hello, I am trying to embed the web to lead form in my blog and the lead form is to wide. Can anyone tell me where the line that references the width of the form itself is OR some general guidance on how resize the form? thank you! <table border=0 cellspacing=0 cellpadding=5 width=480 style='border-top:2px solid #999999;border-bottom:1px solid #999999;background-color:#ffffff;'> <input type='hidden' name='xnQsjsdp' value=zdkctfHswyM$/> <input type='hidden' name='xmIwtLD' value=edpYMEMSStywaZgMVSmc9ddAXZ1UdW58/>
Duplicate Record Detection
A feature where duplicate records can be found by scanning all leads and contacts based selectable criteria. (ie I never use first name when using find and merge)
URGENT Web-to-Lead and Web-to-contacts not working on Google sites anymore
Hi, Today I wanted to create new web-to-lead and web-to-contact forms and publish it on our google site. What happens: When I chose "Publish this form to Google site", Zoho let me choose my site, confirms that my form will be published and even provides the link of the page to be created. BUT as soon as I click on the Save button, I get this: Publish this form to Google site Error while posting to Google site Some error occured while inserting into Gsites The alternative is to choose "Embed this
carrying over phone number from lead to potentials
hi there i have a problem every time I add a lead and convet it to a potential it wont carry over the phone number and then I loose it .how can i fix this problem.
Conversion: Information no Transfering
I am putting all my enquiries into the Leads tab. But when they sign a contract and begin our sales process, I convert them into a Potential. However, the information (phone, email etc) does not transfer across for all the tabs, so I loose information. Also, I dont want the conversion to add to the Contacts, because this is where I keep my supplier information. Can someone tell me how to transfer all the information across to Potentials? Can I go back and edit the tabs to include them in Potentials
neighborhood report
Hello. Sometimes I go to a city to comercial visits and would be very nice to have a report of all contacts in neighborhood to visite them. Do I have that possibility?. Regards
Deleted item alert
I recently found out that a large number of records had been inadvertently deleted from Zoho by me, although I have no recollection of this. The truly scary part is that it was purely by chance that I noticed weeks later that they had been deleted and was able to restore. Under more normal circumstances I probably would not have looked at these records for a number of months and not noticed they were missing until too late. This got me thinking that it would be great to setup some kind of alert
Agendamento de eventos
Um evento agendado é mostrado com horários diferentes para cada usuário. O que fazer?
How can I attach incoming Google mail message to Lead or Contact?
Need to associate incoming e-mail information (sent to gmail address) with some of CRM objects (leads, contacts, potentials).
Report showing contacts with no potentials of a cetain type
Is it possible to create a report that shows all my customers that I have not registered a potential concerning a specific topic?
Individual versus Group account question
Hi I need help. One of our employees found Zoho on their own and signed up using their work email address INSTEAD of following the link they were sent. How can I tie the individual account they set up to our company account using the same email address? Thank you
For the Closed Activities View, can we remove the default "Left Voice Message" from the Task Information Status field for logged Calls?
I realize the Status field belongs to Tasks and not Calls, however I like to see all Closed Activities in the same View. The Status field for completed Tasks works okay, but for all Calls in this View, it shows as "Left Voice Message", even though you can't set the value of this field on the Log a Call screen. It would be better if the value was just set to blank.
I'd like to be able to scroll (using use Previous Record/Next Record) through records returned from Search
I Search Contacts records by Criteria and am returned a set of records matching the Criteria. Then after opening and closing one of the Contact records that was returned in the Search, I'd like to be returned to the list of records from the Search. Instead I am returned to some other Contacts record in the database. I can get around this if instead I create a Contact View that has criteria - then I can use Previous Record/Next Record arrows to scroll through the records returned in the View. Seems
Automation
Hi - Is there a way to do the following using automation: 1) Email all leads with X status 2) After emailing, automatically change status to status Y 3) If after 7 days status is still Y, email contact again another template and change status to Z 4) If after 14 days status is still Z, change status to Closed Trying to email leads and if we receive no response within 7 days, email them again with an automated followup. thoughts?
CRM Contacts vs Contacts
Hey, this might be a stupit question but I was wondereing if I still need Zoho Contacts (I'm using Zoho Business) when I decide to use the CRM (which also has contacts of course). One thing I noticed is that when I add a contact to the CRM - it is not suggested (from cache) when typing in the first letters of the name in Zoho Mail whereas this is the case when I have it as a contact in Zoho Contacts. Do you see what I mean?
Floating Action Bar
The floating action bar is a good thing -- it could be a lot better with a simple change. When scrolling half-way down a long record, if I hit "edit," the record automatically scrolls to the top. This makes no sense, because the most likely area that I'd want to edit was where I was scrolled to. When I click save, the record again scrolls to the top, so if I want to verify what I just edited, I have to scroll down again. This wastes time with every single record I edit. I realize that I can
Beginner Question
I started using zoho today and have questions as I set it up for my business. Any help will greatly be appreciated!! 1. how do i make invoices for vendors? 2. how do I assign a client to a vendor? We broker deals between vendors and clients 3. how do i add custom fields to a potential? 4. is there a way for me to collect data from my website without having your form on the site? I already have the order process setup and would like an easy way to integrate zoho. Maybe a way to collect data from
Dashboards
Is there a way to create a custom dashboard with more than 2 columns? I have a report that has 4 columns and I want that to reflect in the Table Dashboard that I'm creating, but only 2 will show up.
Lost Fields in summary view (business card view) of new GUI
I am reporting a bug in your CRM In the NEW GUI, the summary or business card view works fine with Contacts. But, after customizing which fields need to show up in the summary view of Accounts and Invoices, the number of fields in the summary view of these modules disappear. I have now only 1 customizable field in the summary view of Invoices and none in the Accounts module. Can someone verify this as soon as possible please? Thanks a lot for your prompt assistance.
Mass update works for only 100 records at a time
I was all set up and ready to go to start using zoho, when during setup I realized that the only way to update multiple records at once is through Mass Update - and you can only do that 100 records at a time. So if you have a 1000 records in a contact list you just imported and would like to add a lead source, you need to do it 10 times? I must be mistaken. Please let me know how to get around this limitation. I also wanted to associate the 1000 contacts with a campaign and was dismayed to find
Is not empty and Is empty searches
Hi I think I am having an issue with this search function. Or perhaps I am not using it correctly. I am simply trying to show all contacts that have a certain field populated, so I used "Is not empty" search field. However nothing happens. I know I have plenty of empty ones so I am assuming those should be filtered out. I also tried "Is empty," but I get the exact opposite, all the contacts disappear. What am I doing wrong?
Customizing Quotes Template
How do I add individual product discount field into the template? .The ${Products.Total After Discount} displays the total after deducting the discount, how do I display the discount as well (the discount on individual products)?
Can I view contact emails at the account level?
I have thirty-five users in one account. ten of the thirty-five contacts have received email sent through Zoho. Is there a way to see all of the emails sent to the contacts at the account level? I have the same question related to tasks. Can I view the open tasks for all of the contacts at one specific account, by viewing only the account? For example in SalesForce, an email sent to a contact is automatically associated with the contact and the account. An email may also be associated with an
Task list does not allow "Account" field to be shown
I am unable to edit the activates list to show the "Account" for each of the tasks. This is problematic, as it requires us to remember the individuals account relationship as we are review the open activities list or forces us to click on each task to find out what account the task is related to. I tried to edit the view, however account does not seem to be one of the selectable fields. Suggestions?
Potentials and Relationship With Pipeline- Doulbe Booking
We distributed to several customers who are all competing on the same project. If customer a,b, & c are all bidding the same project which has the same potential name under the individual accounts of a,b, & c, is there a way to eliminate pipeline from projecting the sale 3 time overs? If the project is a $10k sale and only one of three bidders will get the job then I would like pipeline to recognize $10k of potential revenue not $30k. I guess this would also apply to totals in estimate report
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