Saving emails in CRM account
Hi, I'd like to save copies of emails sent from Zoho Mail in the relevant CRM account. Do I do this via the attachments option? Regards, Peter
Custom report bug
https://crm.zoho.com/crm/CustomReport.do When saving the page is staying blank. The custom report is create but does not work. So we need to take a allready made report and to make changes on it. I also notice that when editing the allready made report, changes work but filters disappears, so if I have to make a second editing that's not clear. Update : it seems that the problem is bigger on Google Chrome. On Firefox I find back filters, but with custom reports no way to find any data, even if no
Quickbooks
I am disappointed that there are no plans to support quickbooks properly at this time. Does anybody have a workaround, I have spent alot of time getting zoho to work for me however it is looking like I may have to find another CRM. -Seth
Possible to create report on last contract with people?
I would like to see a report that tells me the last interaction I have had with certain contacts, e.g., last email, lunch or phone call. Even better would be a report that filters contacts based on the last interaction being more than a set time period, e.g., 30 days, 3 months, etc. Is this possible?
Can I pull standard information in an email automatically into CRM account?
I have a vacation rental company and we are currently getting about 100 email inquries a day for our properities. I want to track each inquiry and have them entered into a CRM program so I'm looking over Zoho. All our email come in one of 2-3 standard forms. Below is one of them.. I remove personal info from the email.. Is there a way to write a program or something to pull the Name, email, phone, total in party and dates fields into the matching fields in the CRM software? I just don't want
How can i attach a task to an account?
When i click on "create new task" i only have two options to attach, leads or contacts, but not customers or account. How can i attach to a customer in a quick way? the tasks that are created but not attached to a customer, how can i modify it?
Showing emails sent from sales@ourcompany.com
Please advise on showing emails sent from sales@ourcompany.com to customers email. It seems that zoho will only allow sales@ourcompany.com to be associated to 1 account. We have other services that email from sales@ourcompany.com to the customers email that we would like to see under the records email history.
Settings
Hi, I am new to Zoho and would like some advice of setting up my preferences. On my home page I have set it up so I can view my "open tasks" and "todays leads". On "Open Tasks" the subject is the main underlined hyperlink and then the other columns are; Due Date, Status, Priority and Activity Type. My question is where can I edit which columns are shown? I would also like to be able to see which company/customer the task is related too without having to click thought to the full task. Also under
Moving current contacts to already created "views"
How do I move select Contacts into "Created Views". For example we have a category for a particular area code. How can I finish the sorting process? And I do not want duplicates. Goal would be to have most "Contacts" assigned to a particular group. I'm sure there is a way to move them. :-) Thanks, Arleen
When I import my contacts via .csv it does not work.
Hi guys, I'm brand new at this, so thanks for any help you can give. Zoho seems perfect for us, so i'm hoping I can get this to work. I have been trying to import the .csv files that I have prepared. It accepts them and allows me to assign a column with the contact information. Everything will be going smoothly, and then once I import it I get this: No. of Records added: 0 No. of Records updated: 0 No. of Records ignored: 0 (Reason: Due to empty values for any of the mandatory fields) If you are
CRM Quotation product description
We need more tha 250 characters in the product description in the CRM quotation, is that possible?
CRM offline
Being in sales I am constantly on the road. If I do not have internet somewhere but need to access client information how are other doing this? Is there an offline version?
Duplicate Marketing Campaign Tasks
First of all, I'm trying to figure out how to build a marketing campaign for the first time. I created a marketing campaign that involved various tasks to send out postcards, etc. In the future, I want to duplicate this campaign for another set of leads. I tried to clone the marketing campaign but the tasks do not transfer. Can you please advise how to create marketing campaign templates so I don't have to recreate new marketing campaigns all the time?
Pictures in PDF
Hi, I'm facing a problem while creating new templates. When I try the "export in PDF" the pictures I inserted on the template doesn't show for display and printing. Few days ago I did the same templates and the picture display was working very well... Can you help me please? Thank you very much Eric Marois
Make your Sales Team more productive with the Zoho CRM + Support + Mail Integration
This is how your Sales Team can become more efficient: Consider this scenario. You have a call with a very prospective customer. Before the call, you decide to do your homework on the prospect. What emails has this prospect sent earlier? Are there any support tickets that this person has sent to your Customer Support Center? And, are these issues resolved? When was the last meeting with this prospect? And what were his requirements? You don't need to go further than the Contact's Details page to
Adding email and call functionality in Campaigns
Dear Zoho CRM: First, you guys rock! 2nd I noticed that the only way for me (a Pro user) to send mass emails and quickly manage phone calls is by creating a view for my leads then operating within leads to setup emails and quick make phone calls - and that's not too shabby! However, if I could create campaigns that do the same thing, that would be most awesome. I have a campaign that I call HOT LIST - they're my list of leads that I'm working heavily in hopes of turning a sale and I need a way to
Zoho CRM reports: total from a formula
Hi, I'm trying to customise reports from Orders. It works well but when I want to calculate datas from a numeric field but when I want to calculate datas from a formula fields from Order, it doesn't work. Is that normal ? Could someone explain to me how it works ? Thank you very much, Eric Marois
can i get the records of CRM leads directly my database?
can i get the records of CRM leads directly my database?
Salutation Field
Salutation is amongst my contact field list, however it does not show in my "Edit page layout" neither it is accessible when I create an email template. Since I am a paying subscriber, I called the tech support and got the answer that no one was available. I messaged callback@zohocorp.com 1 hour 30 minutes ago. This level of support is unnacceptable for a business use.
How to enter a lead with only a phone number?
Zoho is my first attempt at some sort of lead tracking tool. I am a real estate investor and often my leads begin with nothing more than a phone number from a yard sign and/or an address. First off, is this the right tool for this? Next, if it is, how do I enter a lead when a phone numbers is the only information I have? The form seems to require NAME. Could I enter FSBO or something similar as the name? Any suggestions on how to make this tool work best for me are appreciated. Thanks,
Problems with Data Loss and Importing Leads
We have imported several Leads and now existing leads that were in CRM and being worked are now missing. We can find the records when we do a search but when we click on those Records Zoho is telling us the record has been deleted or we don't have access. I am the administrator, so I have access to everything. So this doesn't make any sense. The most troubling thing about this is I have submitted this to callback@zohocorp.com and also submitted a trouble ticket through CRM. We are a paying customer,
How to enter sales figures in CRM
How do you enter sales figures in the system for reporting?
looking for ZOHO consultant for setting up CRM /mail
I am looking for a forum to find a consultant who can help tailor ZOHO to my company's needs. I am a 10 year NetSuite user and as I get ready to import all the leads and contacts I want to make sure I have as much functionality as possible. I have placed an ad onFreelancer but wonder if there is somewhere else I should be posting the ad. Please keep in mind I am on a very limited budget as this is a start up so I am looking for one person who could help on a per project basis. Are there any good
Quick Create Notes in CRM
Is there a way to quick create a note from a link on the side bar or top menu and then add it to a contact or account? There are times when I meet someone and I rather to have to pull up their record, or maybe they don't have one yet, I can still take notes on our meeting. Thanks!
Can't create a forecast
I want to start using the forecast module. I choose the forecast tab and then New Forecast. I choose this fiscal quarter (or next) and then choose next. I just get a blank page with nothing on it. Have tried this in every browser just in case there is a problem with compatibility and the module fails to work.
Inventory Units: Alternate Units of Measure
We currently have products which are billed by the vendor in 1 certain unit of measure, but for ease of selling to the customer, we sell them in an alternate unit of measure. For examples, we need products to be setup so that 1 roll is 100 SqFt: We buy from vendor at $1 per SqFt which is the master unit. The product is saleable per roll, equal to 100 SqFt. When writing a quote or sales order, 1 roll = $100. Does ZoHo have the ability to do this conversion??
Related lists and notes
When you add a note to a contact that note shows up under the note section of the account that the contact is linked to. Unfortunately it seems that you can not access this "related list" information from a report. As far as I can tell there is no way to create a report to show all notes for a given account if the notes are at the contact level.
Setting Followup
When a task is completed is there a way to set a followup task or does a new one have to be created?
Web-to-Lead form and AJAX
Hello, Has anyone ever used jquery's form plugin with a web-to-lead form from zoho crm? I have been looking for some guidance as to how to allow my webpage to update with a thank you message upon successful completion and submission of the web to lead form without refreshing the page. It seems like the jquery form plugin is a good place to start. Does anyone have any experience with this that could be shared? TIA
Web-to-lead Required Fields
Hi, I recently integrated a contact form on my site with Zoho CRM with the web-to-lead feature. It works nicely; however, the issue I have is there doesn't seem to be a way to make certain fields required. Is this possible? I've already started getting messages with no first or last name, which makes the whole thing kind of pointless. Any insight on how to make required fields would be greatly appreciated. Thanks! Chris
Is there any way to insert or update a Contact with added Products?
Hi, I wonder if is there any way to insert/update a Contact or an Account with adding Products? Or update a Products with adding Contacts to it. Actually I would need to link these two entity Contacts/Products via the API. I read through the documentation but I couldn't find any hint. Thanks.
Decimal field: default value
Hi, Is it possible to change the default value of a decimal field? If we don't fill it it shows 0.0 but I would like to change this 0.0 into another number, is there any solution? Thanks for your help!
E-mails need to update Modified by time
E-mails sent from the Contact record, Autoresponders, Workflow emails, and Mass e-mails *ALL* need to update the Modified By timestamp on a Contact record. If we are to keep track of how often someone is "touched", or create a view based on how "old" a contact is (or how long they have been "missed"), this is critical. Many sales teams primary goal is to just keep in touch with a contact/prospect/lead. To that end, they schedule tasks and emails based on the last date that person was "touched".
Email when case is changed
Hello, I've set up a workflow rule that is supposed to execute upon editing or creating a case and to send an email to the case owner, but our case owners only receive an email when we create a case, and not when we edit a case. I haven't tried creating two separate workflow rules, one for creating a case and one for editing a case, but that seems unnecessary considering there is an option present to execute upon creating OR editing a case. Am I missing something? Is this intended?
Transferring CRM Templates
I have two different scenarios for transferring the CRM template and would like to know if it is possible to do for either. 1. When designing my CRM template, I created all the fields in the Leads module. I have not duplicated all of the fields (or their positions on the page) in other modules like the Contacts, Potentials, Accounts, etc. Once I get my Leads template designed the way I want, I would like to copy the fields and their page positions to the other modules. Is it possible to do
Very important question about printing forms.Help !
In printed form field is displayed - the type of currency USD 8 100,00. I need to field displayed without a name currency - the type number 8100.
Lead Address format for UK style?
Hi there I see from the address fileds availabale in Leads that the field names are very 'American' in their naming (Province etc.) Is there some way I can change the label used for the address fields to match a more UK style of address format? This would be for example Address1 Address2 Town County Postal Code Or is the only way to add custom fields with a more appropriate label? Thanks mark
How do you include associated contact information when exporting accounts?
I am looking for a way to export my accounts so that it includes the associated contacts with the account and their information. Any ideas? Thanks.
Form submission works locally but not when uploaded to live servers.
Hello, I'm working on a form for a client that uses Zoho CRM. When I test the form on my local machine it works fine, but when I upload it to my server (or the clients) the form does not work correctly. It seems like it works because I still end up at the redirect page after submission but I never get a confirmation email. Can anyone help me with this issue please. You can view and test the form at the following URL: http://www.scott-m-brown.com/clients/zohoform/form.html Thanks in advance. Scott.
Problem with IP protection
I have a setup in my Zoho CRM account that i only can access from a specific IP adress. Now i have thisa problem, that my internet provider are working wtih dynamic IP adress, so i can´t login now. Is there a way to reset my login function or anything else to do. Because its really a big problem for me??
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