Attach mail to contact
hello, i work with Zoho CRM and Mail Add on for Google apps. How can i configure Zoho mail to attach a mail in my contact when the mail is sent to me by a collaborator and the contact is in CCI : ? thank you
Edit Custom Field Issues & Advice
3 issues please... 1) on the crm in products, I am am trying to add a new custom field listing every make of car (about 30 fields). Whenever I do this I get a "duplicate values" error dialog box, even though there are no duplicate values. If i reduce number of fields in pick list to just 5, then suddenly it's ok and error message goes away. Is there a very low limit on number of options in a pick list for a custom field? I have also tried editing an existing field in basic set-up and the same
Workflow rule on task completion
Hi, I need to notify various contacts that are associated with the task that the task has been completed. I was hoping that i could create a workflow rule for this but as far as I can tell activities are missing from the record type in the Workflow rules UI. Can anyone suggest a workaround or another process to notify system users and contacts that cases and tasks are completed? Thanks, Adam
One Rule - Multiple Criteria - Multiple Tasks
I would like to do the following under one Workflow Rule: Workflow Rule: New Contract Criteria 1: Location is: Denver Task 1: Task Created for Denver Admin Criteria 2: Location is: Oklahoma City Task 2: Same Task is created except this time for Oklahoma City Admin I seem to remember being able to do this originally, but I took a few months off and came back to an updated workflow interface. Can I still do this, or do i have to create a separate workflow rule to send the same task to different offices?
Need Notes in Vendor Module
Title says it all...VERY much needed to have the Notes ability in the Vendor Module.
Use Lead Creation Date (instead of Creation Time) ir a Report
Hi! I'm trying to generate a report showing the leads created by day. Using a summary report and grouping on Creation Time - of course, since no two leads are created at the same time, the grouping is useless. How might I use the Creation Time field to get Creation Date - is there even a Creation Data Field? Thanks
Summary of emails, calls, notes, attachement in CRM
Hello, Im using Zoho CRM. Could you please let me know if it is possible to set up section of company description to show all notes, emails, attachments together, sorted according to date it was created? Now I have everything separated: sub-section of notes, sub-section of attachments and so on... And what is the limit of space available for storing all contacts with attachment, reports etc.? Thank you
how can I change my CRM user's username and email? we will use a different email?
hi, we have the CRM link in our zoho mail suite dashboard. and works perfect on the left column. I created zoho CRM accounts using a different domain name for a beta phase testing. We will now use Zoho with our main domain name hence I need to change all user's emails so they can still be linked to our zoho mail suite. how can I change my zoho CRM user's username and email? what is the best way to approach this? I have 35 users with zoho mail and zoho crm. Adding a domain name in zoho mail and
How can I delete my CRM account?
How can I delete my CRM account? Thanks
CRM home page redirect???
Hello, I am not zoho crm user. When I visit your page http://crm.zoho.com in any browser, IE, Chrome or FF and I immediately redirected to http://crm.zoho.com/crm/ShowHomePage.do. I don't want to sign up. I want to read up on the information about the product. Please advise. Nathan Williams N-Line Computers
Is there easy way to move logged calls/ tasks from an account record to a potential record
We'd like to change the way we log our data so that all activity under a potential is stored there, rather than the individual contact records associated with that potential which is what we have been doing so far. Is there a simple and quick way to do this without having to create new call and task logs under the potential tab, Thanks Scott
Yay.......Mass Email from Potential - Thank you Zoho!!!
Found the update today for emails from Potentials...... This has made our jobs a million times easier as we mainly work out of potentials........ THANKYOU VERY MUCH!!!!! Chris
Example of How ZCRM team can improve communiction
I was doing some research this morning and I ran across an excellent example of what I would like to see the ZCRM team do to improve communication with the users. The following screen capture shows how one of ZCRM's competitors keeps their user group informed about upcoming developments. I have also attached the image file so you can zoom in and see more detail about how effectively they communicate. Chuck Sena
Notes in Zoho CRM - no interaction with invoicing module
I post this note in the hope that, a)people are not misled into what ZohoCRM can do, or b) someone out there has a solution to this problem on ZohoCRM. In any business you deal with a multitude of people and in each case, whenever they order products, invariable there are some things that either cannot be done at the time or there is vital information regarding their next order etc... and because we are not machines, we make notes. These notes are the things that save us when the customer calls back,
Help picking a free CRM system.
My eyes are glassing over a bit (total novice here), but I am looking at the free CRM versions: ZOHO, Capsule CRM, and Really Simple Systems. I have a very small business that I am looking to manage info on leads for possible new accounts. We only need two users (myself and my wife). Having no experience with a CRM, I'm not sure of any possible limiting factors of the basic free systems mentioned. The basic criteria I have on the above are: ZOHO: Users 3, Storage 100MB, Accounts ? (I did see
Breadcrumb field in leads - Like stage in potentials
Hi, I think a nice feature to have in the leads section would be a breadcrumb field that works like the stage field in proposals. This would allow us to monitor the status of every lead and check the right positure is being followed every time.
Database Locking - WORKAROUND
this feature is missing from Zoho CRM and would be a good idea to add it, I believe something has been added to Zoho Creator??
SOLVED - HTML code in sms emails sent from inside Zoho CRM
I have had email templates set up within Zoho CRM now for roughly a year with no problem however very recently some of the templates are either ; * Showing "rich text" not the email template or * The email template shows HTML code either above or below or both the email wording. I have discussed this with the support team however they have been unable to offer any explanation? The official line is that they will use their test accounts to confirm whether it is my computer of the CRM system. However
Sub-tab spelled differently to Tab
I have renamed the Accounts tab 'Customer Accounts' but the subtab for creating a new account is spelled "New Cusromer Account" I cant find where to change this in the settings. Is there a way I can change this or is this a back end issue? Thanks for your help!
edit page layout function not working in CRM leads section
I have confirmed I am paid via Zoho invoice. And I have logged out and re booted twice. When I go into Setup and try to edit the leads layout page, I get a "not available" message or a message that Internet Explorer is not working. Yet all my other Zoho CRM pieces are working... I can add new leads, edit leads, sort leads, etc. Very frustrating. I have a lot of work for the next five days before presenting this system to the client (I am footing the bill while I prepare the presentation and database
Previewing Activity Fields from Account View
Is there any way to customize the activities preview within the Account/Lead/Contact/Potential view to display the fields I want to see? I would prefer to see the creation date of closed activities as opposed to the status or due date, but I cannot figure out how to make that change.
Inactivating users
I am an admin of my company, and we just recently started using Zoho CRM for our customer database. I've noticed many of my users will randomly become de-activated. I looked into it a little bit, and I noticed the users who are not currently logged in will become de-activated when I create a new user. Is this happening to anyone else, and is it intentional? My Zoho CRM is integrated with Google apps premier, and I create users by inviting them through google apps. I don't know if this matters, but
Outlook Categories
Hello, I am testing CRM w the Outlook module. All my contacts have com in ok. I do not see where my Outlook Categories are in Zoho. Are they here somewhere? Is it possible to sort by my Outlook Categories? Is it possibile to group by them? THanks, Ed eduribe
Do Attached Google Docs take up storage allowance in Zoho CRM?
Hi, Just wondering is attached google docs take up storage space on the Zoho CRM server. We attach a lot of PDF's etc in our current CRM, and with the small storage space offered to Zoho users we're worried that if we make the move we'll be paying a fortune for additional storage. SugarCRM also allow Google docs attachments, but because they just reference to them, it doesn't take away from your storage allowance. Cheers! Nathan
Maximum of 250 mails can be sent per day
If I schedule a mass email with 1000 emails, on the first day will send 250 emails and then will continue to send the next day the rest of the emails scheduled or not?
[Vendor] Add a list of manufacturer in Vendor
Hi all, I'm new to Zoho CRM and I'm trying to customize our vendor page to increase productivity. Currently, I'm trying to be able to add a list of manufacturer to all vendors. Basically what this does is to allow any purchasing personnel to search for vendor based on what product the want to buy from. for example, I want something like the following: Vendor A carries product from Manufacturer 1 and 2 Vendor B carries product from Manufacturer 2 and 3 Vendor C carries product from Manufacturer for
"Lookup fields" link to their linked pages in views
I think it would be a neat idea to have Lookup fields link to their lookup pages available in views, a good example of this would be in "cases" however i can not get this to work in "potentials"? is this feature already implemented?
Formal report on the status of the syncing between Google Cal & Zoho CRM
For a few years now I have seen countless posts asking about getting Google Calendar and Zoho CRM to syncronise, and the same reply is ALWAYS "you will get it soon" and/or "we are working on it". I have been an Enterprize subscriber for maybe two years, partly due to the expectations that calendar sync was on its way. Along with so many other people who manage CRM on line, I do everything else online too. Syncing with Google Calendar is an absolute must-have; it's importance is well above tricks
New to Zoho CRM - help needed with setup please!
Hi, We're new to Zoho CRM so I'l outline what we're trying to acheive and if someone could advise of the best way to train our staff to go throught the process of enquiry > quote > confirm order that would be great. We sell custom designed products and we have customers who will call up to place an order and that will be all they buy al year. Other cusotmers will buy from us every couple of weeks. I need every new enquiry, by email or by phone, to be added as a new 'lead' so that all leads (potential
Easy way to move addresses from accounts to related contacts?
Hey everyone, In my old CRM I had address info for my contacts saved with them as well as their parent account. When I migrated to Zoho, I completely forgot to map the contact address fields, and instead only mapped what account they belong to. So I have their address info, it's just linked to accounts. In Dynamics CRM I could create an advanced find view that would show Contacts, and then would have columns for contact first name, last name etc, but then because accounts were "related" I could
Export to Google Calendar not working
In the past day I've tried to export approx 6 Events. Only 3 have come across. Richard Brust http://www.rbrdatasolutions.com
Report and filter criteria should have a drop down instead of text field
Just a thought as I'm coming from Dynamics CRM. One thing I find frustrating is when running a report for example, if I enter a criteria such as "Stage is " it just gives a text box. I then have to remember the full proper names of the stages and type them in. This is a pain with some custom fields where I have 10 or so fields I want to select. In Microsoft CRM it gives a little select button and then shows all of the attributes in those fields, and you can then add them as criteria instead of
How do I do multiple criteria for the same field in a custom view?
I'm having issues here. I have a field called Order Type, and then Stage. I want the view to show: Stage = Order Complete and, Order Type = Migration and, Order Type = Renewal If I put it like that in Zoho custom view, I get 0 results. So I tried: Stage = Order Complete and, Order Type = Migration or, Order Type = Renewal When I do that, it shows me all Order Type = Renewal, regardless of what the stage is, so it basically ignores the first 2 criteria. If I do Stage = Order Complete and, Order
Any ideas: Accounts contact is also an account with contacts
Help Please: Just rediscovered Zohocrm and imported contact list and leads into Zoho CRM as leads so that I hopefully won't have to repeat this. This is a real situation. I need help setting up accounts, contacts, accounts, contacts... you'll understand in a minute. Here's my Financial Planning Business Scenario: Company 401K plan where the company is the account and participants are contacts.. .( ie. President) Non participating employees are leads. President of the Company has personal
Is there any way to post announcements somewhere in Zoho?
I don't seem to see it anywhere just wondering if it's possible. In Microsoft CRM it has an announcements tab that managers can post important notices to, and then when users sign into CRM it goes to that page and shows all the info there. It would be nice if on the home screen you could have a small window there that showed announcements. I don't see it anywhere but wondering if there's some other option at all. Thanks!
Help setting up Zoho CRM please!
Hi, We're new to Zoho CRM so I'l outline what we're trying to acheive and if someone could advise of the best way to train our staff to go throught the process of enquiry > quote > confirm order that would be great. We sell custom designed products and we have customers who will call up to place an order and that will be all they buy al year. Other cusotmers will buy from us every couple of weeks. I need every new enquiry, by email or by phone, to be added as a new 'lead' so that all leads (potential
Formulas for Leads - Is there probability that relevant Account & Contact exists?
Hi Situation: - We identify Accounts by Country and VAT number. - We want to import various external lists of Leads containing these values. - The intention is to PREVENT the data duplication, i.e. convert only the relevant leads into Accounts and Contacts. - We export the Account & Contact data from CRM into Excel, do the mapping via Excel LOOKUP function, filter the records not found in CRM in the external list of Leads and import only these leads into CRM now. Is there any possibility to define
Our company is migrating to Zoho completely
Just posting that our firm is involved in group promotions for food and culinary items in Australia and New Zealand. We are migrating our 'complete' operations of marketing activities on Zoho (Zoho CRM). I would be glad if I can have some guidelines and help for the same. Also, we are using different SaaS based applications for other business operations. We are talking to people for integrations. Thanks & Regards, Michael Ball
Adding Image to ZOHO email template
Adding Image to ZOHO email template. This is very unfortunate for a user who like to use ZOHO CRM for professional purpose. There is no way to add image to ZOHO CRM email template to use it to send professional email to client. I sent a number of email to support team and development team to solve the problem but no response.
OneSaas integrates with Zoho CRM
Hello! OneSaas, a Software-as-a-Service cloud integration platform, is now integrated with Zoho CRM. You can integrate your Zoho CRM Leads, Contacts and Potentials with OneSaas. This announcement was made at CeBIT Australia, 2011. Corneliu Tusnea of OneSaas has posted about this integration in our blogs. Read More. Do try this integration and let us know your feedback. Regards, Sharanya R Team Zoho CRM
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