Font issue
As of today my description fields are showing a different font. This is true for accounts, contacts and tasks please advise
Please expalin the function of the button labeled "Save and Associate"
One of our users was creating a new potential. In that process she also needed to create a new account and new contact. She used the "new Account" option from the lookup pop-up window to do this. When the next pop-up window opened she noticed that there were two options she could choose: Save Save and Associate I have attached a screen capture of the pop-up window. I tried creating a test account and contact using the save and associate method and I could not figure out what that option does. I look
how can I have report on totals of count in groupings in the report and filters
Currently, when I run a report and group by a column value (such as status) I can't get a sub-total count of the number of records for each sub-grouping. The only totals it allows are for actual "values" such as "revenue" or "employee count" -- but I really need to show the number values. Also, for that same report, I need to filter out by lead-source...right now, I can only see it for the entire lead-universe. how can I filter by lead-source?
Entourage and Gmail update
I see from past posts that there were plans to include Entourage and Gmail plug-ins to add emails to Zoho. Have either of these become available?
Numerous emails to external entities from zoho crm
Hi, I have a question that I would like to be answered. I need to set up different emails, for pre-determined dates, to be sent for external users (could be CRM contacts). Example: you're a teaching enterprise and you need to send emails in defined dates to your students - 3 emails per week, for 5 weeks (15 different emails). Each email has to be sent to various students at the same time. Activities only lets you set up recurrent activities to crm users, not external entities. Could you please help
CRM - can't sign up!
I have signed up for Creator and have been exploring it and just now tried to sign up for CRM but it says my username is already in use - which is true, it ME! :) Does this mean one has to have a totally separate username/pass word for each of the Zoho parts one wants to use? (That doesn't make sense.) Also, when - if? - I do get signed up for CRM, it talks about putting other users on the program that they must have a Zoho account - is this different from the account one has for each part? Tks
Conditions in email
We have a generic template set up for our clients. The problem is that in the message we refer to the persons gender as he or she. We know the gender in our lead form set as male or female. Is there a way in the email template to say: if lead gender = male then he else she. example: we will then pick up your Father when he is ready. we will then pick up your Sister when she is ready.
Purchase History & E-Commerce Integration?
Hi there, We are evaluating Zoho CRM and I have a couple questions. - What is the easiest way to bring in our customer purchase history? Right now I have a spreadsheet with all our past sales. I want each customer to show up as a contact (which I relabeled 'customer'), and when I click on the contact I should see the products they've purchased. - How can I link our e-commerce (which I am developing right now) in with Zoho? I would like online purchases, somehow, to show up in Zoho under the customers
Question on Web to Lead Form
I created a lead form in ZOHO. The form is below. When I copied and pasted the code; the first name, last name, email, and telephone number were missing. It is showing hear in the code but not showing on the design site in Dreamweaver or when I test preview it on the web.? Please Help?? What am I missing? <div id='crmWebToEntityForm' align=center><META HTTP-EQUIV ='content-type' CONTENT='text/html;charset = UTF-8'> <form action='https://crm.zoho.com/crm/WebToLeadForm' method='POST' onSubmit='javascript:document.charset="UTF-8";'
Zoho CRM on Blackberry
hi all... Sorry my bad english. I need know, how can I acess my Zoho CRM in a Blackberry divice. Regards
Update of fields via HTML Form as per Unsubscribe function
I current use code provided by Zoho to allow for automated unsubscribe from within my website (i.e. user supplies email address and form automatically updates the opt-out field associated with that emal within Zoho. I would like to able to do something similar with other fields associated with a specific email address (e.g. by only supplying email address I would like to be able to automatically update any other field for that user). Can anyone tell me if this is possible? Mark
Sync problem
We have some Contacts that are not linking from Zoho to Outlook and there is no report coming up as to why. Can you help us diagnose this?
CRM Webservices
Hai, I Would like to integrate my application into Zoho CRM for CRUD(Create , Read,Update ,Delete) operation for all the entities.I need information for accessing the webservices from Zoho crm,
Campaign to multiple contacts
I want to use the Campaign module to select a large subset of contacts (too many to do manually) and associate them to a campaign. I can't see how to do this! Can someone give me some guidance? Thanks
Notes Section in the Vendor Layout
We have Notes in Lead and Contact. Can we please add Notes to Vendors as well. For my business, Vendors, and the Vendor section, needs to be as robust as the Contacts and Accounts section. 50% of my work is communicating with people I do business with already. Thanks!
Tab Order
It would be very helpful if you could tab through fields from top to bottom on the left column, then move to the top of the right column and tab down. SalesForce has the option to set-up each section under the page layout to tab left-right or top-bottom. Since we have address information under our contacts, it is annoying to view the information with fields moving from left to right. It's much more pleasing to view the information vertically. However, if we display the information vertically, the
Ability to link Contact to a Campaign
I would like the ability to link or attach an existing Contact to a Campain. Currentyl, you can only create a new contact within a campaign, but not existing ones. For example, I may want to re-assign a group of clients to a new advisor. So, I create a Campaign called "Clients to Reassing to John", then I add all my clients to that Campaign. Then, as we change the agent on a client to John, we remove that contact from the Campagin. If there is another way process this workflow, I am open to ideas.
Accounts and Contacts
Hi, Doctors(contacts) often work in different hospitals or policlinics(Accounts). Is it possible to link one contact to different Accounts? Thx Christian
Contacts and Accounts
Hi, I my database I have hospitals and policlinic as an account. Several doctors work in these two locations. Is there a way to link one contact to multiple accounts in Zoho CRM? Thx Christian
Task and Event History in Contact View
When i create a task or an event when I am in a contact record, there is no history of this action when I am looking at the contact record again. How can I customize this CRM so it shows all the actions taken with a lead, or a contact, when I am looking at their info? :?
Exporting 'Comments' from Google Docs Spreadsheet onto Zoho CRM
We currently have over 1800 rows of records on Google Docs Spreadsheet. We have been using GDocs Spreadsheet a while now to input all of our client details, including their sales notes in the 'Comment' boxes. We're looking to move from GDocs Spreadsheet to Zoho CRM and I was wondering how to export all of the records on GDocs Spreadsheet into Zoho CRM WITH the comments in the 'Comment' boxes. These comments should go into their corresponding record/leads' 'Note' section in Zoho CRM. Many thanks!
Using email and templates from CRM
I would like to send an email out to accounts/contact that makes and confirms ( where required) an appointment. This email I would like to based on a template for the specific message and to record day, date, time of the appointment and details for the visit, and possible other information such as contact person (account owner ?) for call back. It seems that the most efficient way of doing this would be to create a task ( for me to do) which provides visibility for me in the CRM and at the same
number of users
I have just signed up for the trial of CRM. If I decide to also use Project, can have a different number of users for it than I do for the CRM? My sales people do not get involved the the project once the sale is made. I would want all of the staff on CRM but not all on the Project, *Would love to hear how others comments. Maybe sales should see the project's progress. Right now we have three different solutions for support tickets, projects and crm. I am so over it.
Novice looking out for Customer Relationship Management software
Hi Everyone, I take pride to introduce myself. I'm new here and I'm interested in Customer Relationship Management software. Thanks, Customer Relationship Management
Products page show accounts
I want my sales force to be able to go to the products section and be able to see a list of accounts that are using a particular product that they are discussing with someone. This means that the query for the section needs to be that the account is set to 'Customer' in order to filter out Potentials and that the product needs to match the product the sales person is looking at. At least that is what I think it needs to query. I am new to Zoho and appreciate the help.
Multiple CRM Accounts
Dealing with Support has been challenging to say the least so I thought I'd post to the community and see if anyone can help. It appears to be common practice for Zoho to pick and choose which tickets they respond to ... At least in here I can see the topic and monitor it myself... I have a Zoho account which I use for: - People - HR Management of my business - Reports - Great reporting tool to track sales - Support - evaluating - I setup a CRM account for testing and imported and played with 1000's
Mass Email Record?
Since Zoho only allows 250 emails per day in a mass mailing, how do I know which 250 people received the email? Thanks! Kathleen
Name Format puctuation
Could you add a punctuation option to the Name Format I use last name salutation first name. But most records don't have a salutation so it comes out looking like a normal name. Allen Peter comes out looking like Peter Allen not Peter, Allen. Thanks
CRM crash on Chrome when contact has no email
Hi, I'd like to report a bug where Zoho CRM crashes on Chrome when a Contact with no email is added or accessed. Thanks. Norman
Lead customizations are not visible to my employees. How to fix it?
I (account owner) made some lead customizations but they are not available to me employees. How can I change that?
I would like to specify the exact lead source - is that possible?
When entering a contact in CRM: If I select "Conference" as the lead source, I would like to be able to specify exactly which conference, or if I select "Law Firm", I would like to be able to select from a list of law firms that I have entered previously. Is that possible and if so, how can I do it?
Mail Add-on - Using `Send Email` feature in contact section doesn`t use proper display name
Hello, I`ve got the Zoho CRM Mail-Add on. I`ve properly configured a custom pop smtp account for my businesses' email address and it works fine when I`m sending mail from the Zoho Mail UI. All mail arrives to recipients where the From: is listed as Firstname Lastname <name@email.com>. BUT When I attempt to send an email from the CRM inside a lead under the 'emails' section, the email arrives simply as <name@email.com> I'm pretty sure everything is configured right so if anyone else has had this problem
Lead Assignment Rule
Is it possible to automatically assign a designated amount of leads to each sales person per day? I would like each of my sales members to receive 10 leads per day. Thanks for the help! Michael Wormald
Usability Suggestions
After working on a number of record updates the last two days I find that it would be very convenient to have the default Calendar for each filed open to the current date. I find that if I click on a data field that has an existing date the Calendar opens to that date as well. It is very annoying to have to pick a new date by scrolling through calendar from that date. Another feature that would save a lot of time for me is the ability to associate events with multiple potentials and multiple contacts
How to make a field unique? If possible
I am sure it's a simple thing to do with Zoho I just can't find it. What I need to do is to make email field in my Leads unique, i.e. I can't have more than one record with the same email address. Thank you for your help L
How to change access to PDF export using inventory templates in profiles?
When editing a profile, which of the general permissions (or which permission) gives access to a particular profile to export as PDF using the inventory templates on Quotes, Sales Orders or Invoices? Thanks
webToLead form not working
hi i have created from useing ZOHO webToForm ..i have uploaded on my server but it is not working it is not adding data to my account...any idea why..
How do a search for a lead by company name instead of the person's name?
Hi Currently when I try to search for my contacts, I can only click on the letters A, B, C....to locate the name of the person, how about if I wanted to search all leads in a specific company?
outlook plugin account disabled
I have a user who is working fine in the web based ZOHO but when he logs in via the outlook plugin he gets this error (outlook plugin is disabled) I checked the user activation page and can see no check box or link to activate this r
convert
Hello, Is it possible to convert a large quantity of leads to accounts at once. Thank you
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