Description of fields
Hello, I'm looking for a description of fields available in Zoho and what their intended purpose are. Obviously, most are self-explanatory but others are more ambiguous and I want to make sure we don't start out making simple errors which are never simple to fix. Case in point, I want to import 5 years worth of clients from our accounting software. Some of these are old, one time deals so they don't really need to be clogging up the new system. I would like to import the 1000+ accounts as in-active
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
Hi, I have two questions.
1. Is the pricing of the outlook plugin 3 euro per user without the mail add-in required? 2. Is it possible to change the setting of the open activities bar within the contact details? Open Activities Displaying 1 to 2 Subject Activity Type Status Due Date Start DateTime End DateTime Owner Name Modified Time
Import CSV
Hi there, I exported a CSV file from LinkedIn to import in ZOHO CRM. Unfortunately it is not working. Can you tell me what to do? Kind regards, Paul
Linking Lookup Field between 2 modules
I am looking for some advice on linking Lookup fields together. Here is my scenario: while creating a lead i want to have a Lookup Field labeled "Referred By". This field would be used to lookup and attach to the lead, a contact that referred them to my business. When the Lead is converted, I would like the "Referred By" information to follow over to the potential & contact modules. How do I do this? I've researched but have been unable to solve my puzzle and i'm looking for some advice. Thank
Mapping Fields
I am trying to map my Lead fields to my account and contact fields. How do I access all of the account fields that are available in the drop down menu? Many times the drop down just says none?
Display of Potential in Accounts
We have faced following issue multiple times. When we make Common Search, we find the result of search-word potential in "Accounts" also. So, we understand that there is a duplicate entry of that account. Now when we delete the perceived duplicate account, it deletes potential also. Kindly advise/mark correction on the problem. Is it possible to retrieve the deleted record?
outlook plugin question
Is the plugin for outlook only sync with contacts within crm? what about phone numbers and emails from "leads" and "accounts"?
Email for Quote should be visible along with other Emails
Dear Zoho, It's very surprising that the email for Quote is sent is not being visible along with other emails in Potential. Kindly advise whether it's being visible? Regards, Deven Shah
New task and Today's date error
Hi, When I create new task and click Today's date, the date is wrong. Please see screencast. Thanks, Håkon Kalbakk
Customize/Change Browser Tab Titles
Hi there! I am just setting up our CRM for our company to use as our main database, so if there is already a means of achieving this please let me know. While setting up stuff I noticed that you can open campaigns, contacts, setup, accounts, etc. in multiple tabs in my browser at once. This is fantastic! However, could you make an option to change the titles of the tabs? I would like to be able to see which tab is which without having to click on it. For instance, in the .png attached to this post,
Today button updates to 01/01/2011
FYI Today button updates to 01/01/2011 when in a date field.
New UI Feature Needed
I have been using ZCRM for close to three years now. And since he beginning I have been asking for a feature that will make it much easier to view data in VIEWS. You need to allow users to select the column width in views. Currently the column width is determined by the field name. The example attached demonstrates how silly this is. I have been waiting patiently for this for over two years. Now that you are finalizing the new UI I see this as the perfect opportunity to implement this functionality.
getRelatedRecords Accounts/Campaigns
Hello It seems it's not possible to retreive Accounts from campaigns... Is it normal ? thanks https://crm.zoho.com/crm/private/json/Accounts/getRelatedRecords?apikey=<apikey>&ticket=<ticket>&newFormat=1&parentModule=Campaigns&id=351877000000279019 {"response": {"uri":"/crm/private/json/Accounts/getRelatedRecords","error": {"code":4401,"message":"Unable to populate data, please check if mandatory value is entered correctly."}}}
Same view for all events, tasks etc
Is it possible to create a view that will be used for all of the task and event views? It seems like I have to edit each view for each way that I want to look at a list: all tasks, my tasks, all events, open events, past due tasks, etc. I want to have the same view for everything. Thanks!
Prompt for template creation from reply sent by email...
There should be a check-box, which can lead to template creation page for Zoho Mail or Zoho CRM optionally so that the draft can be saved as template immediately.
is it just me or has the service level of customer support dropped lately?
we have reported 2 cases lately and both are left unsolved and only partly solved. its like focus has changed from solving customer issues to closing open cases. We have been paid users for +12 months and initially where we stunned by the high service level - now its the other way around Do you share the same experience ?
About change the prefix "Euro" on it's official sign
Hi, Is it possible to change the prefix "Euro" front of the prices on the official sign €? Now the prices look too heavy. Thanks, regards, Galina
All Day Events in CRM
Is it possible to create an 'all day event' in Zoho CRM? The idea being if something is taking up an entire day I would rather have a check box to confirm this rather than have to set time and date. Similar to the way Outlook handles an event.
Currency for Slovakia is EUR, not SKK (since Jan. 1, 2009)
Let's see how quickly can you resolve this trivial issue and change it in the ZOHO CRM app. It is August 25, 4pm GMT.
Email Templates Aren't Accessible
I can create email templates just fine. But when I bring up the 'Send Mail' window, the drop down field for the templates won't allow me to access them. I think this was working before, what happened?
Using a Customer’s Existing Email Address for Lead Generation
Since ZOHO CRM already syncs with a my existing email then maybe it’s possible that ZOHO could generate leads from it, too. Email Campaigns are critical for my business. Here’s how I thought might work. E-mail addresses of incoming messages (that have no spam tags) can be checked for duplicates inside of ZOHO CRM. Any address that doesn’t already exist, can be placed in some kind of separate queue so the I can review them and convert the desired emails into leads (and I could delete the ones I
emails associated with contacts
when I explore contact by default I see only my emails associated with this contact. To see others emails I should choose other users in right drop down menu. How can I see all emails associated with this acount without choosing other users?
I need a Zoho CRM expert in the Los Angeles area
Do any exist? email me at julielofton@mac.com
Would it be possible to add the email field to the Account View?
Our company is using the "accounts" section of CRM to record all of our current Client information. I love that you can view a contact or even a lead and see open activities, notes, etc but the best feature by far is the email field where you can view emails that you have sent or received from them. My idea would simply be to add this functionality to the "accounts" section so that I can see/view emails I have sent/received with my Clients. Could you do that for us? Have a good day
Associate an email message with a contact who has not sent or received it.
I'm using Zoho CRM with the Mail Add-on. I have an email message that I would like to associate with a contact who has not sent or received it, so that when I view that contact's record, I will see this message. How can I do this? As shown in the attachment, I see there's an "Add To" menu, but when I choose CRM Contacts I can only create a new contact, I can't add it to an existing contact. Thanks!
Can I Add 'Company Rating' in a 'Task'?
When I pull up a task, I would like to see the company rating without having to click on the 'account' link. Possible? If so, how do I do this? Thanks, Bobby
Last Note Created on View
Please consider adding the option to include the "last note created" on a record as a custom view column. The new version looks promising.
How do I link a lead to a specific contact
I would like to link my leads to specific, referring, contacts. Can you tell me how to do this? I looked at the manual but it tells me how to add tasks etc under that topic... Thanks, Cheryl
Is it possible to share Leads, Accounts, and Contacts from CRM from 1 user with entire organization
Hello, Is it possible to share Leads, Accounts, and Contacts from CRM from 1 user with entire organization? We only have 1 user that needs CRM but everyone needs the contact details of our Accounts. Is there a way to do this? Thank you, Ben
Make company not mandatory under leads
Hi, I would like to not require a company in a leads record. When I go to the fields list there is no edit button next to company... What can I do? Thanks! Cheryl
Recycle Bin in new Layout?
Where is it? Richard Brust http://www.rbrdatasolutions.com
How to create custom view in contact that associate with fields in potential
I have created 2 custom fields inside potential 1.status, which is either active or inactive. 2.service, A or B. How can I create a view in Contact to only show contacts meet these 2 fields? eg. contacts of potentials with Active status and want service B thanks
can't attach document in NEW VERSION Also can't change contact
really buggy. at least call it "beta"
Adding Email Function in when viewing an account entry
Hey Zoho, I noticed that you can send an email from the CRM when viewing a contact or a lead, but you can't send one to an account entry. How come? Ben
Import GMail Groups in Zoho
Hello, when i go in zoho to import my gmail contacts, it will be fantastic if a search toolbar was displayed and group GMail. thank you
Help on How to Get data into Zoho CRM maybe Web-to--lead??
I'm trying to get data from emails that we recieve automatically into Zoho CRM. There is a program called email2DB that I believe can do this.. I was thinking using the web-to-Lead fuction might work.. Below is the reply from the tech guy at email2DB telling me how it it possible depending on how zoho CRM is setup.. Could someone with Knowledge of how Zoho is setup Let me know which is the best option..?? Thanks J I have a vacation rental company and we recieve about 100 email inquries
b2c accounts etc
I got rid of accounts as suggested but then you cannot invoice etc as you have no address data. I reinstated accounts only to find that we have to double enter address info. You cannot carry contact address to account address. It has been quite frustrating. Plus and heres the thing on the iphone app you cannot even convert a lead to potential etc? I think that b2c really need to be thought about differently in the whole setup
setup
I am a small business with only three people. I am out of the office most of the day and take most of the enquirys via voip. I am struggling to set up crm really because the concept of crm is so new to me. I see its that we need it. we sale to private customers - we trawl for customers via we - we run advertising campaigns - we make appointments for demos - we appointments for installation - service calls - consumables etc. i downloaded your pdf which is ok but is there a guide to crm which assumes
Basic Question: Having the same field in 2 different sections..
I'm doing the page design of my Lead page. I have 3 different sections. I have a lead status field with a drop down menu. I want to have the lead status feild Drop down in the top section and in the bottom section. So, if your working on updating either sections you don't have to scroll up or down to find the lead status feild it woud be in both sections. Whereas you can update the Lead status using either field. in either the top section or the bottom section. THanks
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