set input of Zoho potentials back to lead
If I convert the info of a potential client from the lead status to potential/account status it automatically disappears from the lead stage. However if I do want to put it back, eg because we have received feedback to contact it next year, how do i do this without putting everything back in again?
Blank page appearing for new Lead/Contact/Account
Hi, I am having a few issues with last few days, when I go to create a new Lead, Contact, potiental or Account a blank page is appearing! Only the Save buttons appear on the page, anyone got any idea what may be going on, or have a changed some setting etc. Help would be great, thanks Folks, James
Tracking emails
I go to many trade shows, and would like to create a report that shows me recent emails sent to and received from trade show leads (I created a custom field for the trade show name). I can't seem to figure out a way to create a report to do this. Any suggestions? Thanks!
Question re: correcting email addresses for contacts
I am a new user to the Zoho system and have determined that over 20,000 contacts imported have the incorrect email address listed. How can I import the email addresses without overwriting the additional contact information (i.e. activities, addresses, phone numbers, etc.)?
Showing Reports on Home Page
Is there any way to have a link to a specific report from the Home Page and if not, any suggestions for easy access to reports? Thanks
Multiple questions - new user
Hello, I have a couple of questions regarding Zoho CRM Professional edition. First, I found out that I can have roles to help protect privacy of superior employees, however I need to figure out a few more things. If I am going to have 2 people using this, one supervisor, one regular employee, and we pay for 2 users, how do those 2 users use the same Zoho CRM to collaborate? The supervisor needs to hide all of her contacts and leads, and wants the employee to only see when she has an appointment,
My changes being unchanged + logging out automatically
Since it is no longer possible for me to get support I figure this is the only option I have. I've made several requests for access to the support portal but now over a week since the first of recent attempts and have received no invites or log-in info at all. This same thing happened over a few months ago but I haven't had time to chase it up. That's not my problem though. My problem is something I have reported in the past yet zoho tech support could not find anything wrong. It still keeps happening
Updating records with follow up imports to ZOHO CRM (without creating dead records)
We are about to import 20,000 records into ZOHO CRM. Within the first three months we are hiring a telemarketing company to call all 20,000 records (from an Excel spreadsheet) to verify all the contact records. I am assuming that thousands of records (companies) will have new contacts. How can we update the records with the new contacts without creating (or leaving) dead records in ZOHO CRM? In other words as we update the company records I am assuming that when we do the import the records will
Is there a way to Create a custom field that would allow an active link?
I have images stored in google docs. I don't want to cause zoho servers undue traffic and would like to put an "active" link in crm. I know that I can do a custom field and input the URL. But this link must be cut and pasted into a URL bar to display the image. (ie.- its an inactive link.) QUESTION: Is there a way to create an active link in CRM. n.- I know that I can move to the corporate version and store the images on zoho servers but it is cost prohibitive in the long run as I will be
Timezones problem in Zoho CRM
Here in the UK we have just moved from British Summertime to normal GMT, 1 hour difference, and all my customers' Zoho systems are now showing 1 hour later than the actual time. I thought I had found a timezone setting that allowed for the time change, but apparently not. There in no explanation whatsoever in the userguide on what all the different timezone options actually do. Can you please tell me which timezone setting to use which will allow for the change automatically when we move from British
Trying to make required fields in Web-To-Contacts
Hello, I've been trying to for a couple of days to make some fields required with no success at all. I've added the verification code to prevent spam, but I really need help with the required fields. Thanks!
Contact ID Number
So i wanted to know if Zoho assigns Contact ID numbers to contacts and quickly learned that it does through the Zoho Sheet View under the Contact Menu.. My question now is: Is there any way of viewing and searching by the ID number other than by going to the Zoho Sheet View?
Brower Support?
Zoho...when are we going to see the newer versions of Firefox and IE supported???? They've been on the market for a LONG time now. I have to keep FF 3.6xxx installed for Zoho but I've had two applications I use frequently that no longer support 3.6xxx. I have had more compatibility issues with Chrome so that is not an option for me.
work flow task
I am setting up a work flow task that will create a task for the sales manager when a new lead is created. Most of the settings in the work flow task work fine, but is there a way to populate the description of the task with a field from the lead? We want the description of the task to be the same as the description of the lead. That is how we do it now, just manually, I am trying to automate the process.
automatic reminder on due date
Is there a way to automatically send email reminders on due dates for tasks or over due tasks? I see no work flow settings for tasks in setup.
Custom Fields don't show for other users
I am using the free Google Apps version. I have added some fields to the Opportunities screen and they show fine for me, but not for my colleague? They are available in the edit screen and show up when he clicks print, but even if they're made visible in Edit Screen, they are hidden when he looks at an opportunity?
Home Page Component Configuration Help
When I open the HOME page tab, how do I create a new component that has similar information as in the "classic" view, but rearranged and always opens in order of date (for example)? I can't seem to create components that incorporate contact name, company, task, notes, subject and date in a component that I configure. I would even be OK if I could come up with something similar to the classic view, just with the columns rearranged. Make any sense?
Export-Import problem
For our company we need to make Reports on a daily basis and export the results for a debt collection agency. Once the Debt Collection agency delivers the data back we need to import it with overwrite option so the appropriate fields get updated. Now while testing i have noticed some very big problems: The contact ID which is used to detect duplicates to be overwritten cannot be exported as a column in the Report section. I know it's possible to use e-mail addresses as well but sometimes a customer
Mac capabilities
My customer wants to use ZoHo CRM. His company is completely Mac based. How much of ZoHo CRM works with Mac's? He wants to use Google Apps, Quickbooks integration, all on Mac computers. Anyone doing this or know how much of it works with Macs?
Suggestion: Custom Modules
Hi, I know this is not a new idea, but custom modules would be great. As it is now, I have customized the names and fields of all the modules almost beyond recognition. And have had to workaround a lot of interesting issues with fixed fields and relationships. Thanks, David
Web-to-Contacts Validation Field
Hello I created a Web-to-contact form and I added the verification code as proposed by zoho. Now I'm trying to make some fields required but I can't figure it. I used the code from zoho but it doesn't work... Here is what I have so far.. <html> <body><div id='crmWebToEntityForm' align=center><META HTTP-EQUIV ='content-type' CONTENT='text/html;charset = UTF-8'> <form action='https://crm.zoho.com/crm/WebToContactForm' name="contactForm" method='POST' onsubmit="return validateForm()"><table border=0
Can I delete columns/headings in Open Activities on Contacts Details Page?
How do I delete columns on the Open Activities section of the Contacts Details Page. I've figured out how to modify many things but can't seem to find this. Right now it has Subject/Activity Type/Status/Date Due/Start Date time/End Date time/Owner Name. I would like to eliminate the columns for Start Date Time and End Date time as I don't use those. Thanks for your help!
How do I add one of my Zoho Mail users to have Zoho Mail Add On for CRM?
I have already paid for 2 subscriptions for Zoho Mail Add On to CRM - one for myself and the other for my employee. Not sure how to enable the employee. Thanks. Sudip
Privacy Settings
Hello, I have the free edition of Zoho now, and I was wondering if there is a way for my supervisor to be able to access all of her information as well as another employees, but block that employee from seeing the supervisor's information. Please let me know.
Can't export contacts?
Help pleez! i need to exports contacts. But when I try to do this automatically EXCEL opens, but no workbook appears. I don't get any "save as" box to save the .csv file?
Potential Products on Communication template
I don't believe you can include merge fields for the potential product line items in an email template but perhaps someone can enlighten me othewise. The use case is that when an opportunity is won a workflow rule fires and sends the contact an email with information about the sale (we don't use sales orders as it requires duplication of user effort). However there doesn't appear to be a way to include the product data on the email template. Very frustrating. As a workaround I tried to avoid the
Need suggestions on setting it up
I started setting Zoho up a while ago but wasn't really sure what it could do or what we needed it to do and no I am realizing this isn't working so well so need help! The information I would like to store is as follows Customers (their contact info, sales info and who their distributor is) We would also like to add a field to the customers so that we can add a field for how they found out about us Distributors are also customers so I'd like this info to be tied together if possible, rather than
Products - Partial quantity
In the CRM, when you enter a decimal number for a product (i.e 0.5), it will recalculate the costs and pricing, but will not let you save the partial quantity. This is increadibly useful for service based industries where you have labor at an hourly rate and being able to adjust that same product (1 hour labor) for the time actually spent on a job by entering a different quantity (.5 for 30 minutes, .75 for 45 minutes, etc.). It would also be useful to have products that don't "run out" - for
Email from Suppliers (Vendors) list
I can't add contacts to my vendors (suppliers) list. I can only make contacts from curtomers. How I email directly to one of my suppliers and keep the emails in the supplier file?
Recording e-mail history
Testing Zoho and trying to figure out how to create e-mail history. I don't have any type of email integration set up. I can send email to a lead and it records it for me with the lead. Now a lead replies and it comes to my Outlook Inbox. I'd like to cut and past this into the email history so that later I can follow the conversation history. Can this be done? Or is there some different way to track all correspondence?
How can I remove email attachments from sent email messages in CRM
I sent a few mail message with a 2.5 mb attachment. I don't need to retain the attachments would like to free up this room in my 'storage'. This way I will have the email thread without the attachment. Could not a way with right click context menus or in searching the forums. Any ideas on how I can remove the attachments but keep the messages? Gary
Can you change Zoho privacy settings to protect one user from seeing another user's leads?
I am working with the free edition of Zoho now, and I have 3 users, 2 of them being supervisors, and one of them being an employee. The supervisors wants to be able to see each other's information as well as the employees, but they want to block the employee from seeing their information. Is there a way to do this with the free edition? If not, do any of the editions offer privacy like this?
Bulk Emails
How do I send bulk emails off my contact list? Have set up email template,, have set up merge template,, how are they merged and sent?
HTML Newsletters
Hi I was looking of a little help please. I am creating a newsletter in HTML based on a Mail Chimp HTML Template that I have customised. Problem is that it looks great in the ZOHO HTML Newletter Preview and numerous other apps like Safari, Chrome, Firefox (view code output) Then when I save it in ZOHO all the formatting is changed, pictures are larger, fonts changed etc. Anyone else had this issue? Michael
Sorting customers
Is it possible to sort customers by different parameters (the ones we add ourselves?) And if yes, how do I do that? Thank you for your answer, Stela
Linking Potentials and Contacts to Accounts.
I have an existing external list of Potentials, Contacts and Accounts that I plan to upload into my Zoho B2C CRM via CSV files. After I get them imported, I need the Potentials and Contacts to be linked to the Accounts in Zoho CRM. Is there a way to prep the data maybe just by matching the name or some other data field like account # or email to either make this automatic or at least easily done manually? Alternately, can I upload Contacts and/or Potentials then either import or manually and individually
create groups of contacts
Hi, I'm new with Zoho. Is there the possibility to create groups of contacts? I got a music label and i need to divide my contacts by the music gendre. Thanks! bye
How do I add sales script and go from call to close?
I have been testing out several different crm products and my biggest issue is none of them are set up to go from a lead to a contact/call to a sale to client. I need to be able to take the sale and process it through to the accounting program and track the order. our company has a very short sales process; we call potential clients [leads] and either sell them on the spot or arrange to speak at a later time with the decision maker and then close the sale. That is a very narrow look at the process
Sorting Notes on Contact record
When I click on the Created Time in the Notes module on a Contact record, it does sort by time - either descending or ascending depending on how many clicks. However, that sort option does not remain set when moving from contact to contact - I have to click on each record to resort. How can I get this to sort properly? Richard Brust http://www.rbrdatasolutions.com
Workflow Field Updates in Any Module
The enterprise feature, "workflow field updates" is currently only available to update fields in that particular module, based on the workflow rule. We would like to request the ability to set-up field updates for any module, this will help to ensure data integrity between the modules. So for example, if an order status in Quotes or Sales Orders is modified, then we could establish a field update for accounts & potentials, based on that action. David Corcoran Batipi / Zoho Partner http://www.batipi.com
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