Are You Sure? - suggestion for improvement
Zoho - can you add the selected action to the "Are You Sure" warning? Sometimes, I've thought I hit "Clone" or "Edit" when I mistakenly hit "Delete" and the "Are You Sure" warning pops up. Since the intended action is not repeated in the dialogue box, I have no way of knowing what button I clicked so I have accidentally deleted many things thinking I was Cloning or Editing. Can you modify the warning to repeating the action? e.g "Are you sure...you want to delete this record?"
Related information in "SalesOrders" module
Hello, In the "SalesOrders" module, the related information shows only 1 invoice. If i need to have partial billings, the second conversion is not possible so i have to duplicate the first one. The only way to have knowledge about the billing proccess of a sale is checking the "SalesOrders" module. So, is it possible that in the related information, i can see more than 1 invoice, if related to the same "Quote", so that i can figure if theres still anything more to bill? Thank you, Paulo Santos
How is everyone utilizing Zoho?
To be more specific...what functions is everyone using within CRM for their sales related businesses? Are you able to use reports to generate a log of leads-->accounts-->potentials for tracking purposes to show how your sales team is progressing? Are you using CRM to track commissions? Have you been able to customize your report criteria? If so, how? Any and all feedback will be very beneficial to our company, so please be as detailed as possible to help shed a little more light on the program and
How to Import data to Custom Fields?
I have created about 5 'New Custom Fields' in the Accounts module I now want to import data from csv to these fields. However, I only seem to be able to map to a default set of Zoho CRM fields. Looked around in settings, but can't see anywhere to change. Help please! I like what I see from Zoho, but this could be a show stopper!
Error when trying to re-invite a user
Hi A user invited to the system has not received an invitation. I am attempting to "re-invite" but I get the following errors: "TypeError: getObj("freezeMessageDiv1") is null" (FireFox) "[object Error]" (Internet Explorer) Please advise if there is any other way to re-invite the user, or a fix for this error. Thanks
Show information from other modules
Hello, I'm trying to have information displayed about the module "Invoices" in the modules "Quotes" or "SalesOrders". Is it possible to show that information in the bottom related information field? Many thanks, Paulo Santos
Family birthdates and anniversaries
I'm a photographer just starting to use Zoho. It's great so far. I'm just wondering if there's a way to track family birthdays, anniversaries, and other recurring dates? I want to contact my customers ahead of time to book sessions, send cards, and such.
CRM -Sheets view is randomly throwing errors.
This just started happening. I click Sheet View in any module and it throws this error. The workaround is to do a hard CTRL F5 reload on the page.
HTML Email Alert Templates --what is the best size for the HTML alert?
I am creating custom HTML alerts to configure in the Email Template module of ZOHO. What is optimal size for the HTML creatives? I would like to provide our graphic designer with the dimensions. Note: I looked in the Help file on the email template page and could not find it. Thanks! Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
Multiple listing of same accounts
In 'reports' section on crm I have some accounts that are listed several times, but I only have one account created. How do I delete these duplicates?
Skype click to call and number formating
I noticed last September there was a similar enquiry to this. As a former Salesforce client, we were able to accomplish what we want and it appears Zoho is almost there...here's the situation. Using Skype as my outbound calling client, I want to take advantage of the callto: function in Zoho. Phone numbers in Zoho are properly formated when 10 digits are entered, however safe need 11 digits. Therefore if we put the one in front of the phone number in Zoho then Zoho isn't formatted properly. The
SMS marketing campaign from Zoho CRM
Hi Zoho team and followers of this exciting group of products! Referring only to Zoho CRM, what is the easiest way to send SMS marketing campaign from Zoho CRM? If it is not possible yet, than what tools can be used from other providers of SMS messaging that can be integrated into Zoho CRM and in that way have only tracking of SMS campaign through Zoho CRM. Thanks for your attention, Marko
Setting ZOHO Mail as default mail for ZOHO CRM
How do I set ZOHO CRM so when we click the email address in the contact record it launches ZOHO Mail, not Outlook. I would like to make it the default setting for the entire company. Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
Can I get lead and company names into call reports? And what about phone numbers on the call log page?
We are paid users with a serious need for these items. Had we known this would be an issue, we might have kept shopping. And I'm not getting a response from our sales rep or support. Please help!
Reports that use relate table doesn't work properly
Dear Support, If I try create a new report using related tables, some fields isn't showed at report. Sample: If I chose Task and Potential and Account, to show at report task.description, potential.name, and account.name, the account.name is not showed. Could you help please. Thanks. Paulo Miguel.
Zoho Sheets integration with Zoho CRM and the need to allow for lookup fields to be edited
Hi there, It is very handy for me to allow users to utilize the Sheets button when they need to copy and paste data into CRM from Excel. That is easy for users. Instead of trying to learn how to import. One problem we are running into, is that any lookup fields do not show up on Sheets. So when we add new rows, they are inserted to CRM with all the lookup fields NULL. That is a pain. But what makes it even *worse* is that the Mass Update feature, does not allow for updating Lookup fields.
Categorising accounts and contacts by location and industry
I would like to know if its possible to categorise accounts and contacts into locations and industries. Is this possible in Zoho?
MAJOR BUG - Campaign Potentials are not fully deletable!!!
I am busy working with the campaign module and have found a bug regarding all potentials that are attached to a specific campaign. Zoho does not allow these potentials to be fully deleted. After deletion the potential can still be found by running a report on existing potentials. It seems that zoho only partially deletes the potential but does not delete the Amount. Now I have potentials floating around in the system that have an amount but no contact/account or name. This effects all potential reporting
cannot create call reports
This just happened today. Suddenly, we can't bring up any reports on call activity
my activities appear in all colleagues calendar
Hello, I have professional use of ZOHO CRM and I also have 2 colleagues using this tool. We took this professional use because we wanted to use the calendar sync of zoho calendar to google calendar. It does work, however if one of us (3 persons) put an new activity it appears in all our google calendar and not only in the one who created it. Does anyone know how to sikve this? Many thanks in advance!
Significant Data Problems over the last week
I want to let other users know about the problems our company has been having over the last week. Zoho has been notified about the problems via phone and e-mail. However, I thought it might be helpful for other users to be aware so they can benefit from what our company has learned. Starting last Thursday several reports that we have been using for the last 2 years suddenly started pulling in unrelated records from the Recycle Bin. When we reported the problem to Zoho they advised us to empty our
Web to lead multiple issues
Hi All, I've been trying to implement web-to-lead without success for about a month. I've been using an experienced Zoho CRM company but we've run into some serious obstacles. The core problem is the 200 or so spam enquiries per day that I have to filter out. The solution is a captcha filter when the user (or spam bot) posts an enquiry. But Zoho has no inbuilt captcha. So on our HTML site we implemented the advised solution promoted by Zoho. https://zohocrm.wiki.zoho.com/Web-Forms.html But spam bots
CRM calculation field: calculated live instead of on update or insert
Hi there, I'm wondering just how much I can make a calculated field that updates live? Example is AGE. If i am born in 1911, then I am 100 years old now. But if I make a calculated field for a record, and that record is not updated for two years, it means that in 2013, it will still say I am 100. This is a real pain. Is there a work-around? Mysql handles this type of thing beautifully. Thanks, David
CRM Question regarding the Ownership Field
OWNERSHIP: What is the maximum number of fields that can be created in the pick list?
How to Connect/Attach One Lead Profile to Another
Is there anyway I can setup Zoho CRM to allow us to connect one "Lead" profile to another "Lead profile"? We only use "Accounts" and "Contacts" for current signed clients, not leads, because we only have individuals (and households) as clients, and not businesses. I was hoping maybe there is some custom field setup we can arrange that allows them to be linked, or some way to do this?
Please, please, finalize the Campaign Member(Lead , Contact) functionality
Hello Introducing of Campaign Member(lLead , Contact) functionality was really nice. Addressing contacts and leads by more campaigns is the core need of Customer Relationship Management. Nevertheless just 1/2 of necessary functionality is implemented. Let say that... 1. You email the Campaign target group and receive 20 out of office replies. 2. So you switch the Campaign Member state from "Sent" to "Out of office". 3. After 14 days you want to mail these "out of officers" once more... 4. And you
How to streamline the use of reminders?
I have what I assume is a common scenario among people in sales type positions. I'll have an initial call with someone and need to f/u with them in a week or two. So I create a task under the contact and set a reminder to email them next week. So a week passes and I email them, but then I need to remind myself to check back in another week to see if I've heard back from them yet. I'm not sure of the best way to set up this second reminder. Do people just create a new task, or modify the existing
Removing All Mandatory Fields.
Hi there, I am currently using the free version of Zoho CRM. Literally moments away from completing the perfect database but I need to know if it is possible to remove all mandatory fields? The reason I ask this is because I require the functionality to import a vast amount of data using an .xls file however it refuses to take in my records because atleast one of the fields within all the tabs is mandatory and there names cannot be edited. Also is there feature yet within Zoho CRM to create custom
Recurring Products?
I have a company that hosts websites and builds them. I want to show how much the product costs initially to set up and then how much the monthly hosting fee is- on the sales order and invoice. How can I customize this? Ideally I'd like to show the total for the monthly hosting charges (i.e. if it's $10/month to host the ecommerce store and $5/month to host the social media- total MHF is $15.00. Also, somewhere I saw that if you purchased zoho crm that projects was included for FREE. Is that true?
Are sales order supposed to email somewhere?
I would assume that since you are requiring a sales order subject that they are being emailed. however, many attempts using my own email addresses, both inside zoho and outside zoho show nothing is being emailed. Also the sales order doesn't attach to a client only an account. Also, why aren't the products the client orders showing up under products? Do you have to double entry that, once on the sales order and once on the account?
Can this work in this program
We are new to this and how trying to find a solution to help our church contact visitors. This is our process now. 1. Email Welcome letter (Immediately after the service) 2. Mail Welcome packet (Next day) 3. Call Visitor and thank them for coming (the night of their visit) 4. In two weeks call them again and check on them We are using a couple of volunteers for this. I'm wanting to automate and help track each visitor to make sure each step is done. I will upload new visitors each week and then
Migrating to a new POP3 server
Hello One of our clients uses Zoho CRM and alos sends/receives emails in Zoho. We're migrating all our clients to a new email solution, and clients have two options... another POP3 server or Google Apps. To do this we'll obviously: Set up the email accounts / passwords on the new server Re-configure Zoho to pick emails up from the new server When we do this, will they lose all the emails they have in Zoho, or will Zoho keep copies of them... or will we need to migrate all the emails from the old
SUpport for Zoho CRM
Whats the best way to get support help for Zoho CRM, I've sent emails to support, Ive called the 800 number only to be told to keep sending emails. I'm starting to wonder if I can count on support from Zoho at this point.
Multiply two columns in a report
Hi, This question related to the Inventory module in the CRM. We have Quantity column and Unit Price, I have to have a report on the total inventory value. The formula field doesn't work as the stock may be reduced at any time and I need to calculate the inventory value at runtime. Is it possible? Thanks.
Adding a task or an event to calendar
Hello, I have been using the free trial version and have not been able to add to my calendar a created event or task. Shouldn't it automatically add on, if I put a date and time? Also with the new version it is harder to get on to it. Can't the calendar be as my desktop, with task and reminders? It just does not seem very practical. Thanks. Lisa
Using Zoho CRM for Telemarketing
Hi, We need to conduct telemarketing to selected contacts in our data. We have 4 different campaigns which need to be measured separately (i.e some contacts need to be contacted as campaign "A", some as "B" etc). I have created 4 x campaigns and added the required contacts to each campaign. How do the people doing the telemarketing know which contacts still need to be called, which are finished, which require a callback etc, plus how do I measure the campaign results? I am struggling to see how Zoho
User authentication problem
I had developed an application using zoho crm. In that application i made 4 forms. In one form i.e Salesman Data , I want to give user authentication (i.e 1 Salesman can only see his report not others). There will be 20 salesman like this. And There is one form which can be seen by only 5 person team. Please tell me how to achieve this.
Email reports
Is there anyway to generate a report showing recent emails from and to leads based on the value of a given field? In other words, I use a custom field called "Trade Show", and want to be able to see a list of all leads from a given trade show, indicating whether they have corresponded with me or not. Any suggestions? Thanks, David
Sort Based on Lead Source
I have recently imported leads, and categorized them based on lead source. How can I quickly sort based on LEAD SOURCE to only view leads from this event? Likewise, how can we sort based on any other aspect entered in to the lead profile?
CRM Header ... automatically reorders the menu entries
Hi, I think the CRM Header automaically reorganizes based on the last menu used. This is utterly confuses as I expect the menu item in a particular place, but if this often changes position then I have to scane the header everytime. Is there a way to turn off this? Remember Microsoft Office tried in v2003 and changed it back for good. Regards, Hari
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