How can I recall contacts without any emails or notes in a given timeframe?
Do you know how I can recall contacts without any emails or notes before a specific date? i.e. to contact leads who have not been contacted within a specified period of time (I know how to do it by date/time modified, but that only works if contact information is updated not an email or note generated). Any help is much appreciated
Report of Activities (Calls, emails, etc)
What report would a manager type person run to get a weekly summary of their user's (i.e. sales people) activities with their contacts - including Notes and Emails specifically. e.g. Joe Salesperson has 10 contacts under his account. I want to see all 10 contacts that were "touched" - either via email or a Note that Joe wrote in that contacts record - during the last week. How can this be done? Richard Brust http://www.rbrdatasolutions.com
outbound single click dialing
can zoho CRM be used for single click outbound dialing with voip systems OTHER THAN SKYPE? astericks or other pbx type systems?
Need new/enhanced features in Workflow Rules
Primarily, being able to sequence tasks/alerts. e.g.: Task1: send thank you or intro email <- this is already possible Task2: Schedule Call <- this is already possible Task3: when Task2 is cleared...do something. Basically, it's sequencing tasks based on a previous task being completed. Richard Brust http://www.rbrdatasolutions.com
Limited View access is not enough
We are trying to extend some functionality of our CRM to some business partners who focus on certain product lines. However, limited view access is not enough. I even customized it so that they only have access to job leads. The problem is that they can still use search function, and have access to view all jobs due to default ZoHo views. How can i block search and default job views?
Need First Name in Potential for Emails.
Hi, It's really annoying that you can't use the first name in emails from potentials. At the moment we have to copy the first name in to a field to use it in an email but sometimes my sales people forget and the email goes out with a name on it......... To have something like....${PotentialsFirst Name} would be very beneficial and would mean no need for our work around.... Regards Chris
Create Multiple Fields
I am doing a conversion to ZoHo where the user has many custom fields in their current database. Can I "mass create" fields in the Contact module of CRM instead of one-by-one? Richard Brust http://www.rbrdatasolutions.com
Profiles... Grey out or hide unavailable options?
Not sure if this is a question or proposed idea? I am setting up new profiles, and one thing that would help is if the Unavailable options in settings was greyed out. This happened before we paid for the licences, unavailable items were greyed out. But if a new profile could not for example edit templates, if that was hidden from them or greyed out as the adninistrator I could see what the various profiles could and could not do? Just a thought Barry
Revenue
Why can I not enter revenue into the 'expected revenue' field? I have always been able to and suddenly I can't??? Help!
CRM help Needed
I am using the CRM more and more these days, I started using Zoho as a stop gap while looking for a new ERP System. I have been attempting to integrate most of our business processes into ZOHO. Currently I am stuck at the issue of importing invoice history and figuring our solution to create a Return Authorization form with the information in a case. I can import invoice history into the stand alone Invoice program in ZOHO but that does not communicate with the CRM in any way. I am looking for some
Zoho Chat add-on for Zoho CRM
Hello. We are investigating features of the Zoho CRM and would like to propose an idea: would it be possible to create an add-on for CRM to link all the contacts in CRM and chat history within Zoho Chat? The same idea as you did for Zoho Mail and Zoho CRM. We bought both CRM and mail add-on for our users, like it and it would be very useful to be able to see the chat history of each contact via CRM (from each network: ICQ, MSN, Jabber, etc.) We would buy that add-on if you did that. I bet many
Look / Feel (Themes)
Hello, Is it possible to update the themes for the CRM system? They all look a little stale and do not match our companies theme/colors. I noticed that the ZoHo Project has a really clean and professional interface. Would it be possible to get something like that in CRM? Thanks!
How is the upgrade to WorkFlows going?
I've been gone for a while and decided to check back in to see if there was any progress on the improvement of WorkFlows in Zoho CRM. Has there been any upgrades or improvements, since I left about 5 months ago? Thanks
CRM - Importing Invoice History and other help needed
I am using the CRM more and more these days, I started using Zoho as a stop gap while looking for a new ERP System. I have been attempting to integrate most of our business processes into ZOHO. Currently I am stuck at the issue of importing invoice history and figuring our solution to create a Return Authorization form with the information in a case. I can import invoice history into the stand alone Invoice program in ZOHO but that does not communicate with the CRM in any way. I am looking for some
Zoho CRM - Feature Enhancements
Hello! Yesterday, we made some minor yet important enhancements in Zoho CRM that gives you a better user experience with some of the features. Here is the list: View additional details of an event in the Calendar - Earlier, only the event name and time were available in the Calendar view. Now, you can also see the Related To, Contact Name, and Owner Name details when you hover the mouse on the event in the calendar. This helps you to get the necessary information in the calendar itself. View Modified
multicurrency quote
as listed in different currencies, such as implementing a quote that my product sold is in dollars, pesos and uf.
llmulticurrency quote
as listed in different currencies, such as implementing a quote that my product sold is in dollars, pesos and uf.
Logged calls not appearing in Potentials Records
Today while logging calls I noticed that the completed calls were not showing up in the Completed Tasks area of the Potentials records. In each case I initiated the call logging from the "log a call" link on the potential record. This is important for us to maintain a record of our communication with people concerning these potentials.
Help wanted. How to send a series of 5 information/sales emails to the same customer over several days... automatically?.
HI, All I am on the final leg of assessing Zoho CRM to introduce accros our company, with about 10 national sales reps. and so far has performed every task I wanted it to, and these forums have helped a lot...Thanks ! So before we take up, I have one more thing to research, understand and get sorted, that I have not tried yet, as I understand its part of the paid version, that we will be starting this week. But heads up on where to start and how to set it up, would be of great benefit. What we want
Adding Fields to a Report
How do you add a field in the Report Pivot tables. I am trying to create a very simple Sales Report that has 4 fields - Date, Account Name, Contact Name and Note Content. Search the web: enhanced by
Security
Will there be levels of security, in the future, to control users from different modules, in addition to maybe locking out particular modules, like locking out a particularly sensitive account or contact...suggestion PAA
Problem getting Zoho Mail and CRM to sync
I've looked through all the settings until I'm blue in the face. I've set up Zoho CRM. I've set up Zoho Mail. When I send out email out of Zoho Mail, it will not show up under the proper Lead/Contact etc. I'm also trying to do the Outlook Plug-in, and that's sporadic success at best. Is it a setting problem?
Getting started
I am just getting started with CRM. Are there tutorials that I can view - at the moment it does not seem very intuitive?
Feature Request: Next step workflow management
I really like the idea of the "Next Step" functionality in the potential module to keep track of the most immediate next step needed when trying to land a client/project, but as currently implemented it leaves a lot to be desired. Currently it is just a blank text entry field, so it has to be manually updated every time a task is changed and you lose all the history every time you do this. A much better approach would be to have this field be a look-up type field that would pull from the task list
Products association
Is there any possibility to associate different products ? Let's say we have 10 individuals products, but we can also sell this ten products in packs. If I enter these packs as new products, this may be a problem for stock management. Please help wanted.
2 meg email attachment limit??
I am using free crm with paid add mail feature. I notice I get a "you can not exceed 2 meg file size limit error." Is there a way to raise this to around 10 megs. Many of our PDF's we have to email are between 1 and 10 megs. Also I was storing the PDF's on Google Docs but the send mail feature when connecting to Google docs only shows my files and not my folders. It seems only zoho docs will show folders. Is this correct? Thank you in advance.
Features I'd like to see...
User customization: add color code/avatar support for user profile in CRM. iPhone app for CRM Calendar view to show color coded user events that span hours and days. (vertical colored bar on left of hour view), hover over it for details of event and creator. Thanks!
Zoho crm custome lead form
Hi Gurus, i want to create a custom lead form because i am trying my customer fill the form on my site when click on the save button this order form save as a lead in Zoho crm.but i did not find any solution. Thanks
inline Pictures
Is there a function or way to upload a picture to the CRM as a custom field or something to have it appear on the page. Live instead of having to download or preview it? I want to post pictures of my customers on their contact or account page. See below and advise.
Mail, CRM and autofetch setup
I am a Zoho free CRM user, just signed up for mail so I could get the emails tied up to my contacts and potentials. Problem is, when I view my mail in Zoho (the mail under my domain name ) it says autofetch needs authentication. 1. I received the ownership confirmation mail in my gmail account and clicked on it. 2. Zmail did bring in all my gmail and put it under my Gmail name. 3. Zmail does not recieve any more of my gmail 4. When I follow the red "authentication needed for autofetch" box and edit
Case with two accounts
Hi, We would like to use cases to track activities we do in the name of our customers to other entities. Is it possible to have two accounts linked to the same case, one being our client and the other being that third company? Regards, Jose
Permisions for individual Reports
I have created Folders for Reports and arranged them using roles and users permissions. I can now show specific reports created for them. How can I hide the default reports to all users so they can only see the ones in the groups they have permissions to? Thanks
Record of merged documents
When I merge a document such as a letter using the Microsoft Office plug in, is it recorded somewhere in the contact record?
Customizing Reports to include "First Name"...
I would like to create a report, that separates my contacts name into a "first name" and "last name" column. How do you do this? I've reviewed the custom reports option, however, I only see an option to add "contact name"...which is their full first & last name in one column.
leads refer from existing clients
we are currently customizing Zoho CRM to our business activities.we have some business partners to give us referrals to create leads and we need to tracking those referrals. the information of business partners will be put into contacts. we don't use account tab as we dealing with individuals. when we create a new leads, can we add a new custom field, say "referred by" as lookup to link with existing contact? or is there any way to go around it?
Banner graphics for mass email
Is it possible to attach a banner graphic only as an attachment, and not to have it as an embedded header in the email? If it is possible - then how? Many thanks for your help.
HTML editor?
Can anyone suggest an HTML editor for customizing templates?
department calendar - role calendar?
Hi, Can I show calendar for 2 people?? - not for one person, not for all, but for one role? Best regards, p
Changing Prospect Source
Can anyone tell me if its possible to update proppect source? And how to do it if it is Thanks
Newbie
I hope someone can help me as soon as possible please!! We have ZOHO CRM at our place. What I want to do is to connect our BI tool to the CRM to create some reports. Can someone suggest me the best way to tap into this CRM data please. Many thanks in advance! MGK
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