Mass Email to potentials?
Hi, I am trying to send an email to a select number of failed potentials, however i can not findout how to do this please help. Thanks
View emails in Account Details page
Hi, Is there a way to view emails exchanged with contacts in Account Details page ? (like Activities, Notes, etc.) Thanks, Pascal Veilleux
Customise Activities Related List
The recent additions of two new columns in the Activities Related List (as seen on Accounts & Contacts Tabs) mean we now have 9 columns. This is leading to sever space problems with the 'subject' column often squashed into 3 or 4 lines... The new columns are 'start datetime' and 'end datetime' - but what do these columns mean? The length of the title alone means a lot of extra space. If, like me, you use the Activities mostly for 'Tasks' these new columns are wasted and take up valuable screen
Error on lead importing
When I try to import leads I am getting the error per the attached screen shot.
CRM and Projects
I just want to say you guys rock. We were spend so much time on systems that do not integrate that it was a serious issue. Not only is the integration a great feature but each application is extremely full featured especially for the price. Just wanted to say thanks.
Create link to web form without embedding
Hi, I am new to Zoho and am hitting a few snags. One major question I have is I want to create a web to leads form but instead of embedding into a website, can zoho just create a link for me that I can just email whenever I need to? I still want to keep the email notification. Any help would be great. Thank you.
Verification Code to Forms
Is there a way to add a Verification Code to Web-to-case, Account-to-case to forms in CRM? Thanks, Mark
Workflow Help!!!
Currently our office has 3 locations. All three have the same workflow, but the tasks are done by different people in each location. Right now I have to create THREE different workflow rules to trigger the same task. The only difference is who the task is being assigned to based on location. Please allow us to assign criteria to tasks as well or some other work around. This is what I want to be able to do with ONE workflow rule: Workflow Rule: New Potential Criteria: Contract Signed Date
Understanding Accounts and Contacts
I am not using the CRM in the traditional manner I suppose so I have some questions on how all of you experienced people would do this. I have 3 layers to our contacts. Company > Branch > Person This is what I figured I could do, correct me if there is a better way. Treat the companies and branches as an account. So if there are 3 branches, have 3 accounts setup. Then setup the people as a contact assigned to the accounts. Does make sense or the right way to set it up? One last question, can you
CRM Best Practices
I am new to CRM having previously used multiple resources to handle my sales data. Is there a guide or video on CRM best practices? I want to use ZOHO CRM completely and I am not sure how to handle all the features. Thanks in advance, Oz Whitesell MKJ Creative
Formula custom field question
Hello, I am looking to create a custom field that tracks the date that a custom field is modified. So, for example field A shows the date that field B was last modified. So far, we're looking at creating an integer custom field to act as a trigger variable to store either a 1 or a 0 (which will track when the status field is changed), and a formula custom field to display the date of the last change in the status field. We created a few attempts at a formula (shown below) to handle this, but when
Google Apps - Multiple domains
Hi, As I understand it Google Apps lets you add/verify multiple domains to one instance of G-Apps. Will this cause any issues with adding an existing CRM account to G-Apps from the marketplace that has CRM users with email addresses in both domains? e.g. current CRM set up includes users from A_Domain.com and also from B_Domain.com If they set up Google Apps so their primary domain is A_Domain, but also have the B_Domain added and then add CRM from the Marketplace will this affect the existing CRM
Sorting Potentials by Stage
It does not make sense to sort potentials by stage alphabetically. For potentials' stage there is the item Sort order by which it should be sorted (that I can modify in setup), it looks like this sort order number is ignored throughout the aplication, seems to be a bug. This sorting by stage doesn't work in potentials page, nor it does in reports for example Pipeline by stage.. Again sorted stage alphabetically. Looks like a programmer just applied the same sorting rule to all columns without thinking
Grouping contacts by area code
Is there a way to group contacts by area code or region so I can better manage the calls I need to make?
Google apps embedded/contextual gadgets
Is there a way to only turn this gadget on for people that are using Zoho? Right now only upper management is trying out the software but my other 300 or so users are whining about the gadget at the bottom of each of their email messages. I would be great if the gadget only appeared for those that have Zoho access.
Making upgrades optional
Hey, I recently had some functionality added to my instance that I don't need namely, Open Activities now has added Start Date Time and End Date Time as well as Closed Activities now has added Start Date Time and End Date Time Can I have these filed removed they were never there before. Regards Mark
Data Sharing Settings ( in particular potentials )
Hi All I have set the default permissions for all modules to private. Despite doing this all users are able to see everyone's data. Has anyone else had this problem or am I doing something wrong? Thanks for your help.
Suggested Improvement for associating records
I was working on mapping out the next phase of ZCRM deployment in our company and I discovered a rather surprising quirk about how ZCRM handles associating/relating data between accounts and contacts. If I add a product to a Contact I also have to manually add that product to the Account Record as well. I believe the same quirk exists with cases, solutions and tasks. In many B2B scenarios you will work with a single contact who is one of many at an account. When one person buys a product it means
Zoho CRM in a B2C context
Hi, I'm currently evaluating Zoho CRM for my B2C travel business. From reading https://zohocrm.wiki.zoho.com/B2C-Tutorial.html and looking at a common sense approach, I don't think I want to use 'Accounts' but rather treat my customers as 'Contacts' and the trips I offer as 'Products'. I have two questions: 1. I'm new to both CRM and this platform - does this sound like the right way to setup this product for my scenario? 2. This approach means I need to assign a product to a number of imported
Report to find one product, but not another
Hello, I'm looking to create a report that finds customers (contacts) who use one service (product) but not another. For example: customer A uses product A customer B uses product A and B customer C uses product B I want to create a report that only finds customer C, how would I go about doing that?
How to properly use campaigns?
I'm continually having problems understanding how to effectively use campaigns to improve work flow and keep track of day to day data. A typical "campaign" for us will be reaching out to a group of existing contacts at various companies with some type of idea for consideration. Some companies will say no right away, but for many others we will have a long series of back and forth emails, phone calls, and meetings which we want to track and have a place to look at current status (preferably on a
Hard code a field entry
I have a web-to-contact form on my ABC page. How do I automatically enter ABC as the account name when forms are submitted? Isn't there a way to set a field value in the code? Thanks, DJ
File storage size and trial
Dear I am fro iit gandhinagar, we are evaluating this CRM to build up our public relaion database. I couldn't understand one thing here that file storage in enterprise edition is 500MB/organization. that sound like how many users I have, I will always get only 500MB default which is very small size for our organization. Please clear my query ASAP please tell me one thing that is there way by which you can extend our trail period as our evaluation is not complete yet. thanks
GMail Sidebar Gadget
For those of us that are "standard" GMail users (vs. GApps), can Zoho release a sidebar gadget that performs similar functionality as the embedded/contextual gadgets when you sign in to ZCRM via GApps. Google Labs has an option to "Add any gadget by URL", which does allow you to "link" your Zoho CRM/Tasks into GMail, but it's not based on the current email/contact you're viewing (like Rapportive). I'm thinking more along the lines of either a contextual gadget for standard GMail users within a message
Need to template and email with graphics
I am trying to get a template email with graphics. The issue I am having is that the graphics via a standard image file or the copy url to point to the image in html all come into Yahoo with an Attachment icon. I need to get rid of the attachment icon. Everything shows perfectly but the attachment icon may cause people to be suspect to viruses so for marketing and sales they may not open.
Iphone APP for Zoho CRM
Is there any advance in this App for Iphone?? CRM in the iphone in order to: Have a friendly interface like iphone Manage accounts, leads, quotes, opportunities, invoices would be a really good app to have and a good selling point Best regards Carlos Marquez Upsidecorp www.upsidecorp.ch www.upsidecorp.ch/blog
Adding companies to campaigns automatically
First off, I've just seen the campaign enhancements that were made in April that allow you to add contacts to multiple campaigns, which is a very welcome enhancement, and one that will make Zoho much more practical for us. In addition to this, it would be great to also add the company that they work for to the campaign and be able to see all the information from that companies contacts at the company level as well as the individual level. An example of how this would be useful to us. Our campaigns
Problem with PHP Script accessing Zoho CRM API with curl
I'm trying to access the Zoho API via Curl and PHP using the code below. It's able to get records, but when trying to insert some sample XML it's throwing a 4500 error code. (I'm generating the tickets ok, which is being inserted into the URL below) Where am i going wrong? I'm going bonkers - i've been banging my head against this brick wall for 2 evenings now!! $api_key = 'hiddenfromview'; $zoho_url = 'http://crm.zoho.com/crm/private/xml/'; $xml ='<?xml version="1.0" encoding="UTF-8"?><Leads><row
Adding Contacts to Potentials
I am trying to add several related existing contacts to potential/ Opportunity.. being a new user I cannot find a simple way to do it (as compared to Salesforce or SugarCRM) . I can add one contact but I cannot add other contact and contact roles is empty.. is it possible to add several existing contacts to potential/ opportunity? What am I doing wrong (using a free edition)? thanks
Need to record web-to-contact emails
Is there a way to record/document an email sent by a webform? I'd like the email to show up in the contact record once the contact is approved and added to the CRM. I'll settle for being able to find the email ANYWHERE! I need email history to begin with the Contact Us form. Any suggestions anyone? DJ
use of CRM in educational institutes
Dear I am from an educational institute in India. I want to ask you that can we use this CRM for managing our all outside contacts, potential faculty or alumni records Please ans as soon as possible Thanks
Hiding Fields
I can't seem to find anyway to implement this, but what I want to do, is for contacts hide certain fields from showing up unless another field deems it so. In my case, I want a field to ask me how many computer's the client has. If I state with a pick list that the Contact has 3, then it will show 3 sets of fields on the Contacts account asking details about each computer. The only thing I can see to do at the moment is to make as many fields as the highest I would think and have a lot of clutter
How to mass mailing accounts
I try zoho crm since a few days, and I figured out that I can't filter accounts and send them a mass mailing... So what didn't I understand ? If I want to send a message to all the account that have a particular custom field value, how can I do ?
Quote Product Details
Hello, I need to be able to create a quote with multiple products. At the end of the quote, I need to be able to add a couple of extra amounts that apply to the entire quote (ie local transportation, shipping etc). How can I incorporate this into the quote? For example I might have the following quote Item A - Unit price $10, Qty 100, Total = 1000 Item B - Unit price $5, Qty 100, Total = 500 Additional Charges Local Transportation - $50 Shipping Charges - $100 Total - $1650 How would I go about adding
Quantity of products assigned to contact
Hello, my company manages the contact module as the customer module. Our customers buy multiple products of the same type, is there any way to show that an individual customer has bought more than one of the same product?
Importing multiple contacts into products
Hi ZohoCRMers, I'm hoping you can advise me on a bit of a challenge we have. We produce events. We'd like each Contact to contain a record of which event(s) each individual has attended. It seems there are two ways to accomplish this: 1) create a series of custom Contact fields to contain this data, create a single Contact file that we can import to update all these custom fields with True/False 2) create a series of Products to represent each event and assign the appropriate products to each Contact.
How do you record multiple product entries under one customer name?
I work in a garden tools company and each customer may make several significant purchases - how do you record them all under one customer name? I am having to do separate entries (on duplicates) for each purchase, therefore duplicating the records continually. HELP!!!!!
Can I upgrade the created on field?
Can't seem to figure this out in any area, so I made custom ones for when I migrated my data from Dynamics CRM. It's just sort of a pain since it shows created on is today for all my accounts, opportunities etc. I can just look at the custom field I made to see when it was made but it would be nice if it showed the proper date. I tried editing it which it doesn't let me, and I tried to change it in sheet view but it doesn't save, is it not possible? What do people do when importing data from
Zoho mobile - GREAT IDEA guys! Your next objective..
I notice you have a CRM for blackberry mobile in beta test. GREAT IDEA GUYS! This could be a world-beating product. My question is this, at present I notice it works with contacts, leads etc but not all modules. I totally understand you are at the cutting edge and working as hard as you can...my question is this...Is it your hope that at some time in future you will be able to access other modules from mobile app? For example, quotes and invoicing and crucially INVENTORY? I think this would be
need option to create multiple companies
hi, i hope this feature is not available, i was told by support that its not supported. their should be an option to create multiple companies in CRM which keeps all data and users separate from each other. i was told that you can assign it by users, but that just a work around. their realy should be options to create multiple company details. i have 6 hotels that need to be separated a to z,...it will be too confusing for us to assigning contacts and leads by roles. thanks
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