Grouping Leads in different groups
Can I make different "Groups" for different types of leads?
Leads converting to Potentials, Accounts and Contacts - I only want Potentials
All I want in my Tabs are Leads, Clients (converted leads), Contact (non-client contacts). However, when I convert a Lead, it converts to Accounts, Potentials (my Clients tab), and Contacts. Is there a way to just make it go to Potentials (and maybe Accounts)? Thanks Damien
List Price issue
I really don't like this list price/unit price garbage since they don't reflect what the natural meanings are for US users. List price is the price that a manufacturer suggests people charge as in MSRP. Nobody actually charges this price and fewer then nobody wants to pay it. But I digress. I'm importing products for my 3rd time and there is no place to import a list price in my form. Unit price is there but no list price. I go to create new product and there's no field for list price there
exporting account information associated with CONTACTS
I am trying to export my contacts to a spreadsheet so that I can share it with a third party that provides our company with Net Promoter Scoring for customer service. The export view for contacts doesn't provide company address or any options for custom fields for this report. I remember seeing this posted 4 years ago and can't understand why the contacts address can't be included in an export report. Couldn't find anything in the CRM help center. Ken
How to insert images ?
Hi, I would like to know the best way to insert product image in the Sales Order template. Many thanks, Sil
Event Notification
I apologize if this post has been repeated. I attempted to publish earlier; and I don't believe it worked properly. I was wondering if there is a way to have a recipient of an event notification reply that they will or will not be attending. Thank you in advance for your assistance.
make a change to custom view
I created a custom view, but would like to change it slightly....how can I do that?
Formula field: do we have if...else..
Wondering is that any way to use if...else..., Also: if (a>b and a>c) then... returns a value, say: oldest.
File name is too big (or) may contain special characters
When trying to attach a file from Google docs we get this File name is too big (or) may contain special characters Do you know what's wrong?
Site Crash?
After using the site for about an hour and a half everything crashed. the site will load everything but my information. every time i try to acess my previous activities or open any of my tabs the site gives me the "unable to process your request, click here to go back" message. I have been using the free version of Zoho without any problems so far but obviously this is a pretty big hangup! I have calls to make and have invested quite a bit of information into zoho and now i cannot acess it.
Modifying Fields
I added fields to LEADS, but didnt add them to CONTACTS or ACCOUNTS etc. Now I want to go back and add them? Is it possible to do this? Also, if I want to modify the Date Type of a field, can this be done without deleting all the current information? Thanks Damien
Lead Fields not in Accounts Section. How do I change this?
I created all my Leads fields without adding copies to my Accounts section. I clicked on Edit to change this, but the option is no longer there. Is there a way I can get the Lead fields to go to Accounts without deleted current information? Thanks Damien
Is it possible to change to Activities Bar within the contact details?
Closed Activities Displaying 1 to 5 Subject Activity Type Status Due Date Start DateTime End DateTime Call Start Time Owner Name Modified Time
Custom lookup fields
I am wondering why there is a limit of 5 custom Lookup fields in the paid edition. Is there any way to add more lookup fields?
Mass email from Zoho CRM
I would like to be able to a mass email to the contacts we now have in our Zoho CRM. I have been reading the forums and am now very confused ! Do I need any extra module to be able to do this ? Alternatively, can I just export all the email addresses to my existing email client (Thunderbird). Thank you ! Hugh Scott - Altus Security : Horsham UK
Multiple contacts per company record -- is it possible to link several different contacts to a company?
Can I link more than one contact to a company record? Michael Kokernak
Import of Accounts
We have list of Accounts ( 700 Records), I am trying to import. Its taking too long time even operation was not finished in 12 Hrs ( 7.00 PM to 9.am) , Any suggasation I mapped all field successfully no error was reported.
New in Zoho CRM: Zoho Projects Integration
We are pleased to announce the integration of Zoho CRM with Zoho Projects. The Zoho Projects integration allows Zoho CRM customers to plan, execute and monitor customer projects inside your CRM account. The key features of the integration are as follows: Create or associate a project portal, right from your Zoho CRM account. Create or associate projects from the Accounts, Contacts or Potentials modules Add accounts and related contacts as clients and client users respectively. Allow CRM users to
Email Template
I have created an email template under the "account" module an inserted a number of merge field from the account. Only problem is I can't open and use the template anywhere. I can't send an email from an account and if I go into the contact, the email template doesn't appear. Can you tell me where I can open and use it?
New version?
I like the "new version" template for Zoho CRM but one change I don't like is the fact that the Calander module dissapears from the side bar. I know it has been added as a button on the top menu, but you have to click on it to display it. Can the module be added back to the new version? Also where can I set the paramaters for the time that is displayed? It currently display 24 hours from 12am and I only need form 8,00 am to 8pm. Also can I still set categories for items like in Outlook?
blank columns when exporting a report to excel
I have some standard reports which I run every month and export to Excel. I then have various automated manipulations of the Excel spreadsheet set up to get the report and data structured in the way I need it, for submission to a third party. At some point in the last month or so, the export to excel function appears to have changed in that there are now 2 extra columns generated (columns C and F). These are separate cells for the first 2 lines of the report, but then on the actual report they
Question about Forecasting
I am a new user trying to do a forecast. I opened the form for 2011, Q4. On the quota amount for each month, I entered $960,000.00 (our quota is in annual volume). The error message I got was "Please enter a valid quota". I have tried it with and without dollar sign, comma and decimal point. Nothing works. What does it want me to do?
Product list in quotes
I have categorized all our product into categories to simplify locating specific items. In the quotes form however I don't see where I can add this ability. We have hundreds of products. Memorizing product numbers is inefficient. How can we work withing the forms to drill down?
Button to "Forward" mails from "Email" section of contact/potential...
From Email Section in CRM, we can reply/reply to all. But, there is no button to "forward" the previously sent mail. it's very much intercessory (especially when there is an attachment in the mail) and can save lot of time.
Email problem
Hello, For 10 days I can no longer read my emails or to send via my CRM. In my interface appears the following "Invalid Security Certificate for the Server. Please Change the incoming port to 110 and retry Configuring." how to fix this fault? Thank you beaucouo
Change in Address and copy the same to contacts
In "Copy Address" option for contacts, there should be an option to copy the same from "Accounts". It can be useful in following scenarios. - Address of company (Account) is changed. - Previously address entered was wrong/incomplete and contacts were entered with wrong/incomplete details.
If we select "Account" in Quote, still we need to enter address again?
If we select "Account" in Quote, still we need to enter address again? In fact, once the account is selected in Quote, it should take the available information from account fields only. There should not be any need to enter the same all again... Kindly advise.
Question about tracking response rates for webinar with a partner
I am doing a webinar with a partner. they have the sign in page for registration. how should i track the response rates... create an intermediate landing page and ask them to click to register or just import the reg list later and somehow tag the records in the campaign as reg, attended or no show. any thoughts? i am a new zoho user and this was very easy to do in SFDC at my old job (better have been at the price they charged :-) bruce
Calendar default view
I would like to be able to have my calendar set up such that only my events show as the initial view. Currently, "all" is preselected, so I end up seeing every member's events, rather then just mine. I can't seem to find a setting to default to just my events. Is it possible to do this?
Unable to process your request when opening an email
When clicking on an email subject under a lead, it pops up with an error message I'm unable to close
Email tracking
When I send an email, it is not tracked in the contacts page. On my co workers accounts, this feature seems to work, so I suspect I am not doing something right, and/or need to modify a setting. Please let me know what needs to be done to ensure that all emails sent from within Zoho end up tracked by customer/account. Thanks
Date substraction on custom report
I need to substract dates on custom reports. Specifically, I want to be able to calculate how long a negotiation lasted by substracting the creation date of a potential from the closing date of that potential. How can I do it? Formula custom field doesn't seem to work, it think because creation time is time-date type of field, and due date a date field (type mismatch) but I am not so sure. Built in criterias for reports don't allow me to compare dates with ranges (only to fixed dates). I could
Transfer account because of modification troubles
Hi I have a role which has the right to modify accounts. Users belonging to this role can modify organization accounts (created via import) but not hand created account (assigned to the creator ?). I have not found a way to say that an account is an organization acount, so the only way for me to allow my 'power users' to access modification is to give them admin role... which is bad :( Help
Why can't I export the results of a search?
Zoho CRM's export function seems to be limited to exporting the contents of a module. Can this really be true? Why not allow Zoho CRM's users to export the results of a search?!? If a database is large, exporting an entire module will be a lengthy process, due to Zoho CRM's restrictions on export size. I am amazed that a search results export function isn't included. I would be most surprised if any other database or CRM exists which doesn't allow this. This is so obvious. If I want to email
integration with web document scanning application
Hi! I think you might be interested in integration of our free web document scanning application http://www.scanworkssoftware.com/cloudscan.aspx with your CRM system. Using free CloudScan your users will be able to scan documents into PDF format and upload them into your CRM. Let me know if you have any questions. Kirill kirill@scanworkssoftware.com
Mail-merge for Invoice fields
Invoice fields should be available for Mail-merge as those are the fields which might be required for many mail-merge docs like Dispatch Letter, Reminder Letters, et al.
Google Apps 2 Way Sync
Will I be able to test the 2 way sync feature under the trial period for Enterprise Edition? I'm currently evaluating the features of Zoho CRM and the 2 way sync is an important functionality that I need. I don't see the sync option under the contact tab. Is it not available to me on the trial?
Nested IF Formula error
The following currency formula returns a 'sytax error for given formula' error message. What is wrong with this formula. The Potentials.Package field is a picklist field. IF(Contains(${Potentials.Package},'A'), 1.00, IF(Contains(${Potentials.Package},'B'), 2.00, IF(Contains(${Potentials.Package},'C'), 3.00, IF(Contains(${Potentials.Package},'D'), 4.00, IF(Contains(${Potentials.Package},'E'), 5.00, IF(Contains(${Potentials.Package},'F'), 6.00, 0.00))))))
Unable to accept Invite
Hello, I have a new employee that is replacing someone at our company. We use Google Apps for email and I renamed the user who is leaving to the new person's name. The new person's login is their own name however when I send an invite to the new user to join Zoho CRM and they click on the link, it says "the old user names" does not exist. Everything on the user side of Google apps reflects the new username however, for whatever reason, Zoho is still recognizing the old username and won't allow them
Need to add new user
Hi All, I have registered for Zoho CRM usage under free license scheme. I am having 3users at this time and would like to add another user in my team. Is it possible to pay for the extra team member alone or should I upgrade my account and pay for all the four team members? Kindly advice Senthilkumar.R
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