Role Based Home page Customization
Hi, How to customize the homepage dashboards by roles. I want each user belonging to a particular role to see specific home page dashboards only. Can you please explain how to go about it? If that is not possible, how to do general customization of home page such that all users in my organization has those same home page screens? Thank you in advance!
New Version Bug: Contact notes do not show up in related lists under accounts
In the old UI in Zoho when I'm looking at an account record, the notes for all of the contacts associated with that account are also displayed. When I switch to the new version these notes are no longer displayed. This is a very important feature for me, and I hope it can be fixed before the new version becomes the default. In the meantime I will have to switch back to the old version.
Refresh on email tab within CRM
I am still awaiting a reply on an outstanding issue where some users do not receive emails with CRM unless they log out and back in. Please can someone look at this as it is now urgent. Richard Forshaw +442033013312
Change Owner - Lead, Contact and Accounts
Do I understand correctly that if I need to change ownership of a portion of my Leads, Contacts and Accounts, that only the open Tasks follow the transfer? If that is so, what happens to the closed Tasks, etc that do not get transferred? If ownership of the same Leads, Contacts and Accounts go from Sales Rep A to Sales Rep B and then back to Sales Rep A, will Sales Rep A's previously closed Task repopulate or not?
Web to lead form query
Hi I made certain modifications in my web to lead form just to change the look of the form and did no changes in functionalitites. The email autoresponder is not working and I am not able to make out why. I am copy pasting the html of the form below. Plz look into the matter and respond. <HTML> <HEAD> <TITLE></TITLE> <META content="text/html; charset=utf-8" http-equiv=Content-Type> <STYLE type=text/css></STYLE> <META name=description content="Created with Trellian WebPage"> <META name=GENERATOR content="MSHTML
Contact/Lead/Account
Can someone please explain to me what the difference between a lead, contact, and account is in the Zoho world? Thanks!
Search result suggestions: total number of results per category
When I do a search on Zoho it returns the results grouped by category, and limited to 10 per screen. Overall this is pretty nice UI, but one thing that is really missing is knowing what the total number of results in each category is. You can see the first 1-10, and you can click through to see the next 10, and the next...but it would be really helpful to see how many that is going to be without having to click through the entire list. I believe somewhere else in the UI there is a similar function,
How to send emails whenver lead is created through web form
i am using free edition of zoho crm and I am very new to zoho crm , i want to send mails to people in the organization or the account holders in the crm but not the user , when user submits the web form, but i am not getting that , i have crated a web form , its not creating a lead when it is submitted, so i need solution for this what is the procedure to create a lead through web form and how to send mails to the zoho crm members after submitting the web form.
How to send mails to the sales persons when lead is created through web from
I want to mails to be sent to my sales guys automatically when user submits the web form , how to implement this in the free edition of Zoho crm
Email sending options in Web-To-Lead Form
lets say a user submits the web form , now i need to send emails to my sales guys about this lead automatically after submitting the form , but i am not able to find any options in the free edition of zoho crm . my first question is that is there any option to do this out in free edition if mot is there any solution for this
Account file : Display description of events and calls
Hi, In account file, please display events description and calls description/resut. Business use case: Sales team prepare a client meeting and need to check all previous interaction with client. Instead of opening all past events and calls (to read desciption/result) , an expand/collapse description/result would be great . Thanks,
Calendar View: Display Calls and Tasks
Hi, In order to oversight our team sales activity/calendar, it would be great to display calls and tasks (by end date) in Calendar view. Currently, only events appears. Thanks,
Adding user problem
Hello, When I try to add user(Setup -> Admin settings -> Users -> Add users -> I fill out the form and the app sends the e-mail) the e-mail lack formatting and is shown as a plain text – that means there are no links to click to activate – that wouldn’t be a problem in case the URL in e-mail would work, but everytime I try(and I tried many times) it just say “Sorry ! UnAuthorized Access to Zoho CRM”. I am using Firefox 3.6.23 but I tryed explorer and Chrome without a success I am currently on profesional
All Users to get an email notification when something changes in Zoho
We currently have 3 people in our sales team and we would like to be able to get an automatic email notification when anything changes in the system e.g new event, new email, new telephone call, any potential change, e.t.c We would also like if possible this email to be exact e.g the following email was added to xx potential and the follow with the email. Is this possible? This is a necessity for us since all 3 sales persons works on all the potential and we would like them to be on the same page
Multiple categories for contacts
Hello, I run a Public relations company. I need to organize my contacts in several categories. For instance : categorize my medias contacts in three main languages (French, German and English) and by topics : - FR_local_press - FR_national_press - FR_economy_press - FR_real_estate_press - FR_luxury - UK_local_press - UK_national_press - UK_economy_press - and so on ... I will have a lot of differents categories. My objective is to send an information to a particular group of contacts. I would also
CRM Training products for ZoHo
I am currently deciding between ZoHo and Salesforce. Salesforce has Admin courses online to get someone up to speed much quicker through training. I haven't seen anything like this on Zoho, does it exist? Are there any training portals with Zoho? Thanks
Alignment of Single-Column fields in Edit View
When viewing the edit page of a Lead, the fields in "Single Column" are all aligned to the right and look very messy. Can they be aligned to the left instead?
Zoho CRM - Adding products to quotes
Hi, I'm a newbie for the Zoho CRM platform, and I have some questions regarding user interface. - Quotes generated by my sales reps often have 50+ items listed. Adding products to a quote manually is too time consuming. Is there any option for bulk product add ? Is there any workaround to make the value field of an opportunity to be the sum of active quotes in that opportunity ? Example. If I used a custom formula field for that and reconfigured reports. would it work ? best regards Bernardo
Merge Vendors ? (Transfer products from one to another) ?
Hi, How can I move products listed under a Vendor to another? We have some duplicate Vendor names, how do we essentially merge them? Thanks.
How you get a live person to talk to?
I need to talk to a live person ...my contacts are scrambled and I need to talk to a person. I spoke with someone 24 hours ago....he made me go through email....and I did I have not got a call back yet. This is unacceptable for a paying account. We have not be able to work for a day and a half at this point. .
User Reviews
Good Afternoon all, We are looking at moving to Zoho CRM and wanted some feedback from people that use it on a daily basis. We currently use MS Exchange and were considering using the MS Outlook plugin. Our other option is to move our mail to Google Apps and use the sync features offered. We want feedback from real users and are interested in your experiences using this solution. Does anyone have suggestions between staying with Exchange or moving to Google? Thank you all for taking the time to respond.
Dynamic URL parameters for customer entities
Hi there, on our customer details page we need a link redirecting to a specific URL that could look like www.mydomain.com/customerId=XXX where XXX should be automatically be replaced by the value of a custom field "Customer ID" that is set with different values for each customer entity. Is it possible to achieve, that if Customer ID equals 123 the url is set to www.mydomain.com/customerId=123? Thanks in advance!
Chat with Zoho CRM Support ....has it ever been maned?
It really is hard to reach Zoho http://www.zoho.com/crm/zohocrm-livechat.html
Bigger font in new version
Is there a way to increase the font size in the new version of CRM? Thanks
Editing an invoice reduces the stock ... again and again!!
Hi, Once the invoice is created, it reduces the stock. This is good. But when I edit the invoice, for non-item things like, invoice date or due date or notes it tries to reduce the stock. Essentially everytime I save the invoice it reduces the stock inventory. Is this how it supposed to work?
Product Module
I am new to this so please bear with me. This post involves, Products, Price Books and Quotes. I am in an industry that supplies a variety of different goods. The prices of the goods well depend on quantities ordered. Usually something like this: Qty: 12 – 24 Cost: $32.20 Qty: 25 – 50 Cost: $31.85 Qty: 51 – 100 Cost: $30.80 I entered the item into products and then added it to price books. I selected the Pricing Model: Flat, which then gave me the options to enter the
Change task's subject to a pick list field
Hi, The field "Subject" in the entity "Task" is defined as a pick list. We need the users to select values only from the list. Currently, the user can type any value or pick from list (he can enter free hand text). Thanks, Ofer
Email Template not showing up after saved.
I have created two Email Templates today. Each with 5 attachments. After I save them they do not show up in my Templates folder. I have created many templates before without a problem. Is there something wrong here?
Creating HTML Templates
Does anyone have any experience with creating html templates in Zoho, I'm new to this and have created a template but as soon as the template is sent it's loses it's format. Anybody any ideas as to why this may be happening and how to fix it. Any help would be much appreciated. Thanks
Address Fields
Hi, I'm trying to change the addess fields in ZoHo CRM I'm based in the UK and the US set up isn't really doing it for me. Thanks Gary
Dynamically show Fields in Lead Information page
Hi, I'd like to show "Referred by" field based on selection from the "Lead Source" custom drop-down field. Is there a possibility to do that? Appreciate any help ! Have a nice day! Thanks!
Expected revenue shows 0.0 after set to closed won
We have multiple projects which are set as closed/won. Some of them show an expected revenue correctly. The others seem to show 0.0. If I look down at stage history, closed won shows the correct expected revenue. Why would the stage history reflect closed/won with correct expected revenue, but at the top of the opportunity, it shows 0.0?
Outlook Plugin - sync with outlook calendar?
Hello. I'm wondering about the outlook plugin. Will the zoho calendar sync with my Outlook calendar? I would rather not have to enter appointments in two different places. Thanks. Tony
Custom Field - drop down list
I would like to have a custom field that gives the user a drop down list of choices, but that the user can also readily add to the choices. For example, the field I want is for the name of a Trade Show, which is obviously a list that grows over time. I want a drop down list to ensure accurate entry of data (ie I don't want the name of a show to be entered differently by mistake - Cooking Convention vs Cking Convention). Is there any way to do this? Thanks!
Just in: Zoho CRM App for iPhone
Zoho CRM is now mobile! We are very happy to announce the release of Zoho CRM for iPhone - the native application for iPhones. With the application installed in your iPhone, you can access the Leads, Accounts, Contacts, Potentials, Tasks, Events and Calls modules. Read more about the release in our blogs. We have also released the native application for BlackBerry Smartphones too. Learn More. You can also try Zoho CRM as a web application from your hand-held devices. More details here. Do try this
Customizing Forecasting Module
I'm trying to achieve the following: I have about 10 sales reps --- Each will have their own Zoho CRM login. I need each sales rep to track their progress towards target. Currently, forecasting is done using months. I want to see targets by website. Here's an example: SalesRep SiteName Target Current Revenue %Target Sam ABC 10,000 5,000 50% Sam DEF 25,000 10,000 Sam EFG 40,000 XXXX etc...
Mail add on vs Professional edition
If I want to do mass emails, will the mail add-on do that or do I need the Professional version? Thanks, Cheryl
Create new contacts lay-out are still the same even though I already edited it with different lay-out
Dear Zoho I just input the needed additional information I want to add on the contact Fields List and then edit the Page Layout. I thought that the moment I will edit the custom field list it will automatically change to the information I created but then when I checked it now… It seems the contact info questions (Zoho's contacts page layout) are still the same. I can edit the values but when I create a new contacts the new format I created aren't available to me. I mean the info questions that I
Import organization accounts does not update date field
Hi I'm trying to import an XLS or CSV file to update my datas. I have a monetary field and a date field. Ex : "TOTO","298.5","2011-09-30" Monetary field is ok. Date field won't update. I've tried to convert date to yyyy-mm-dd , dd/mm/yyyy ... nothing works. I need some help at this point please :) Regards
Does the Products feature support subscription-payment products?
I'm running a SaaS business (the same as ZoHo) and I'm trying to figure out how to create "products" for the different subscriptions we offer. Can I use the Products feature, which seems to only support hard goods or just create a custom field in teh account record to track what subscriptions they are using?
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