Import Contacts from ZohoCRM
Is it possible to import (synchronize) ZohoMail contacts with ZohoCRM contacts? Better be automatic ... Thx
Unsubscribe form problems
I'm having trouble adding the unsubscribe form. I generated the HTML with our company website and saved it. First, is there a special place to save this file? I added the words "Click to unsubscribe" in footer and selected the View HTML source box. I'm pretty sure I'm missing something. I'm not that computer savy as well.
Link Opportunities and Invoces tables in ZOHO CRM
One major problem in ZOHO CRM is the lack of link between Opportunities and Invoces. Imagine you need to add informations from the opportunities tables into an invoce....Then you can not do it unless you add again this (these) field(s) in the invoces table and have then double entry.... The most bizarre is that Opportunities and Quotes tables are linked (you can add a field from opportunities into quote) and you have the ability to transform a quote into invoice but then you loose some informations.
Import data from e-mail
I could really use some help with getting zoho to pick up data from and e-mail and convert it to a lead. Using the form to capture data is not an option, as I receive leads by e-mail from a marketing firm. This is the template for the e-mails i receive. I need to somehow define and associate the fields with Zoho. To put it more simple, I need Zoho to somewhat know that Name: defines the name of the customer, Phone the number and so on. Can it be done ? That would be extremely helpful and would save
Mandarin Chinese Language BUG
When exporting the CRM information to an excel file, the Mandarin Chinese characters become unreadable rendering them into gibberish and question marks. Being an international company, we need to have a system that fully supports multiple languages.
Accounts Homepage - Deduplicate Accounts button/action not available/missing/gone
Hello, We have the Zoho CRM Enterprise Edition Plan. Three of us are set up as administrators but none of us can see or find the deduplicate button/action that used to and is supposed to exist at the bottom of the accounts homepage. Where is it? How can we perform this action? This feature is critical. We will need to merge a large volume of accounts as soon as possible. Please help! Thank you, Ethan
Zoho CRM & Sage Line 50
If I do all my invoicing through Zoho, what is the best way to link it in with my accounting software (sage)? Do I have to get someone to manually input it all or is there a more automated way of doing things?
How Do I Alphabetize Leads, Last Name First?
I just imported over 1,000 leads of people who have already purchased at least one of our services. Now I want to follow up and obtain referrals. The leads show up in seemingly random order, organized only by date. How can I sort this list so it shows up alphabetically? This new user thanks you in advance.
Creating New View in Activities
I need a view that shows the person's name for an Event whether they are a Contact or a Lead. Currently I can only show the Contact Name. The Lead Name is not a choice. It would be great if one column could show either one. ie.. column name would be Contact/Lead Name.
From Free to Professional upgrade with fails?
I like ZOHO CRM and after upgraded to payed version (Professional) I continue without use the tabs Quotes, Price Books etc, with a message that my version still the old (the free version that I upgraded to Professional). Looking the upgrade process, it´s allright, and I was billed. What should I do? I am waiting for the support area but without answer that fits in my case. Thank you for help from anyone. Marcos
Advice Please
I had posted before - my first time - but my post never came up. I have spent hours - days? - looking at database programs we might use for a web based real estate company. We need the ability to capture information that a new customer would input about their property - much like what an MLS listing would have - and to then return one or more properties that a customer would search for. Back office support for billing, etc., as well. It seems that the Real Estate CRM programs I have investigated
Importing - associations
Hi I'm trying to import a product database in Zoho. This database consists of individual accounts and other financial products which are uniquely associated with clients. For example: client 1 bought mortgage 123452 and has account 345678 Is it possible to associate the products during the import with a client ID? Otherwise I have to associate the products individually to clients after importing the products. So for example (we do financial planning) Thanks in advance Regards Bram
Advice Please
I have spent hours - days? - looking for a database program to use for a new internet based real estate advertising company. Most of the RE CRM programs I have investigated offer far more than what we need as we will be advertising only, no sales so no need for tracking contracts, salespeople, etc. These programs offer little in the way of being able to customize. Zoho seems to offer what we need - with a few questions to be answered - First, I have extensive computer, webdesign, etc. skills but
Need advice on getting started
I started a new website http://www.rosa4rockland.org. We are a not-for-profit. I think that if I could create a solution to achieve my website to CRM objectives on zoho this would be a solution that could be promoted widely. What I really need is the following: 1. Newsletter signup - I would like to have a way to get just emails from people who are interested in getting our announcements. Then could either generate email from CRM database or have it connect with standard mailing list. I just
Mulitple Account Owners
We have the need to have more than one account owner for accounts, contacts and leads. Is this a possibility? If so, how do you add an additional owner to the account? If this is not possible, is there a way to set up a specific role that can only see accounts, leads, or contacts that are assigned to specific owners? Your help is appreciated!
Colors for Priority in Task and Events
When you sort by Priority, the dates don't sort properly (or in order), and when you sort by Date, the priority does not stay in order. So, why don't you add colors that relate to priority. e.g. High is red, Normal is blue, and Low is just black, or something like that. Richard Brust http://www.rbrdatasolutions.com
Web-To-Case does not create contact
Hi, I create a web-to-case form. I choose the fields from Web-To-Case and also clicked create new contact if the contact does not already exist. However, two questions. 1. When I picked the fields from the list, First Name, Last Name, City, State, Zip etc. do not exist under web-to-case. I need these fields to create the new contact if one dosnt already exist, right? The only field that is under web-to-case that would be related to a contact is e-mail. 2. I created a web-to-case form with the e-mail
Our difficulties using Zoho CRM for order management.
Address Information is pulled from account when creating sales order or invoice. We need to populate orders with contact address information. No Payment Integration: When creating orders, we have to open authorize.net and reenter customers information. Drop Shipping is our business and we have to enter the order twice. Immediately after entering an order we need to be able to automatically send the purchase order (multiple purchase orders if multiple vendor products on order) with the option to
Purchase order creation
Please advise how to have the system auto create the purchase orders from sales orders or invoices.
Converting Leads to Contacts
My telemarketing company introduced me to Zoho CRM but loaded our contact list as "Leads" (optimistic thinking on their part?). Now I find it difficult to use Zoho because I want leads to represent only contacts that have expressed an interest in our service. Is there any way to convert all Leads to Contacts? Perhaps export the entire list, delete from list from Leads and then import the list into Leads?
is it possible to put data from field to field in the same module?
i will to update the closing date field
A-Z letter list in the Leads module.
In the Leads tab I'm not able to click on the alphabetical list across the top of the main Leads page and find my leads by last name. I have to click on the letter for their first name to find their lead. Is there a way to configure the leads that will allow me to click on the letter and pull up their last name instead of their first name? Thanks!
Hi is it possible to pule date from fiels to field in the same module
i am trying to update the closing date field from other field i try in work flow and i try with formula field and i dont know how to do it can you help pls
Alphanumeric account numbers?
I've been searching for an answer to this but haven't been able to find anything - Is it possible the make account numbers alphanumeric? I am migrating my client list to Zoho and all the existing account numbers are in the format "abc123" and I would rather not have to rename them all. Also, the alpha part makes it easier to remember the client - the alpha part is the first three letters of the account name. Any suggestions would be greatly appreciated. Thanks!
ZoHo Support = Excellent
Just wanted to publish a note that I had a support session with Prakash this evening regarding some CRM questions. Not only did he take time to help, but he explained what was going on. It's great to get good support, and he deserves recognition! Thanks! Richard Brust http://www.rbrdatasolutions.com
Invoices,, quotes and sales orders - WHY?
hi all, wondered if you could help. I cant seem to get the sections for description into the invoices. they all show terms and conditions (which is blank as we sign these separately) and no matter what I do I can't seem to get description of goods to show there instead. any ideas?
Help! Deleted User and Now Can't Add Him Back?
I deleted a user in our CRM account by accident... When I go back to add this same user the system says "can't add user because they already exist in system". Does anyone know how to work around this?
THUMBNAILS in ZOHO DOCS
I have just set up a library of product pics in Zoho Docs so franchisees can send emails with pics attached. All very good but is there any way my USERS can see a preview of a pic/thumbnail before selecting it as an attachment? Richard Huggins Quickcolourprint.com.au Perth, Australia 1300 784 250
Link Notes with Contacts
I really need some help with the importing of Notes - linking them to the Contact during import. I've tried importing "by Parent entity IDof Notes" and "by Parent entity Name of Notes" - neither is working. - I have exported the Contacts from ZoHo, and added the Contact ID to the Notes csv file - all the required fields have been populated Thanks Richard Brust http://www.rbrdatasolutions.com
how do I close a sale?
I'm having a newbie question; how do I close a sale....?
Conditional data entry sections
It would be good if we can have data entry in areas CONDITIONAL on a field, eg boolean field, ie: Does he have a CAR: YES / NO If YES - open this section up: - What model - What colour - ETC IF NO - open this section up: - Why does he not have a car This way we can ask many questions, without clogging the interface too greatly. Thanks nainishb
E-mail template "From"
Most e-mail clients support the display of a full name in the "From" column of one's Inbox, assuming the "From" of the e-mail includes the name as well as the e-mail address. Currently, e-mails sent from ZohoCRM using an e-mail template only include the sender's e-mail address, resulting in a a less than personal display in the recipient's e-mail inbox. It would be nice if you could include the sender's name from the user settings, or, make it optional. Bill Clarke
Include Task Description in email notification?
Is is possible to include the notes in the task description when a reminder email is sent?
Mapping migration from ACT to Zoho
Hi, I exported my ACT data file and it split the records into 16 .csv files. Do you have a document that shows which field from ACT map to corresponding fields in Zoho? Thank you. Amy
How do I convert an email to a lead using Zoho mail and CRM
I am trying to use zoho to manage my vacation rental leads. 95% of my leads come in via email from two marketing services. The body of the email contains all the information I want mapped over to the Leads CRM (such as name, number, email, property number of interest, dates of stay, etc...). The problem I am having is that when I select the "Add to CRM leads" option all that transfers is my marketing company name and email, this is information is the same for all the leads I receive. How do I
Email to CRM leads is live!
I don't recall an announcement, but I am very happy to see that email to CRM leads is live! (previously only worked with contacts). This is a small thing, but very useful. Thanks! - Brian http://www.redpelicanmusic.com
Email Templates - Auto send to Leads
Hi I wanted to set rules for sending various email templates to Leads / Potentials etc but cant see how to do it. All I can see is one generic auto email on Web to Lead. Also cant seem to send Email Template on demand to Lead or Contact. Brett Hayton Brett Hayton
How to only display project related email in the module email section?
for example, i got 10 leads in the leads module, and try to assign all 10 leads to one sales person. All the email in module email section are the same, and come from the same email address, just want to know if we can sort the email by the project name or something else. so we won't be confused by the email from other project or leads.
How to Record email by project name?
For example, I got 10 leads from my web form, and assigned all 10 leads to one sales person, I want only the lead related email show on each email section, by doing that, I will not mess up with all the other leads. However, when i check the email in each lead through CRM. the email under CRM seems record all the email by the email address, is there any way to make it project related?
Tabs instead of one big webpage
Contact details - such as Notes, Emails, Activities, etc - should be tabs instead of just a lengthy list that you have to scroll to see. This is not only generally inline with other CRM systems, it makes navigating related information much quicker and efficient. Richard Brust http://www.rbrdatasolutions.com
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